13F 机构持仓

Widmann Financial Services, Inc.

BOWIE MD · SEC CIK 0001906640

2026Q22026Q1 更早 9 个季度 🔒
$1.86亿2026Q2 申报市值
123持仓数
38.7%前十大占比 · 第一大 6.1%
7 / 5新建仓 / 清仓
申报市值走势$1.86亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IEFA 6.1%
AVUV 5.3%
IWD 4.5%
AAPL 4.4%
IWF 3.9%
MSFT 3.3%
EEM 3.2%
IWP 2.8%
IWS 2.6%
CAT 2.5%

2026Q2 买入最多 按季末市值估算

WELL 加仓+$56.57万
MSFT 加仓+$47.37万
IEFA 加仓+$40.94万
AMAT 加仓+$35.79万
IWS 加仓+$34.62万

2026Q2 卖出最多 按季末市值估算

TSLA 减仓-$42.48万
NVDA 减仓-$34.72万
ACN 清仓-$28.30万
NFLX 清仓-$24.13万
EVTR 清仓-$24.11万

2026Q2 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▼占比股数变动股数变动估算买卖额操作
AFL AFLAC INC $29.95万0.16%2,554 00.0% — 不变
QCOM QUALCOMM INC $29.51万0.16%1,597 1,597— $29.51万 新建仓
CEG CONSTELLATION ENERGY CORP $29.11万0.16%1,172 10.1% $248 加仓
CRBN ISHARES TR $28.97万0.16%1,145 00.0% — 不变
AVGO BROADCOM INC $27.39万0.15%725 558.2% $2.08万 加仓
ABT ABBOTT LABORATORIES $27.19万0.15%2,997 1505.3% $1.36万 加仓
OC OWENS CORNING NEW $26.32万0.14%1,656 1,656— $26.32万 新建仓
IVV ISHARES TR $25.91万0.14%346 00.0% — 不变
INTC INTEL CORP $25.16万0.13%1,802 1,802— $25.16万 新建仓
EFA ISHARES TR $25.15万0.13%2,421 00.0% — 不变
ORCL ORACLE CORP $24.18万0.13%1,650 -39-2.3% -$5,715 减仓
STX SEAGATE TECHNOLOGY HLDNGS PL $24.12万0.13%250 250— $24.12万 新建仓
CSX CSX CORP $24.08万0.13%5,066 10.0% $48 加仓
LRCX LAM RESEARCH CORP $23.96万0.13%553 553— $23.96万 新建仓
ENB ENBRIDGE INC $23.28万0.12%4,295 -1,000-18.9% -$5.42万 减仓
CTVA CORTEVA INC $22.13万0.12%2,613 -36-1.4% -$3,048 减仓
NEE NEXTERA ENERGY INC $22.10万0.12%2,518 00.0% — 不变
TJX TJX COS INC NEW $21.82万0.12%1,440 00.0% — 不变
BDJ BLACKROCK ENHANCED EQUITY DI $21.82万0.12%22,796 60.0% $57 加仓
NAD NUVEEN QUALITY MUNCP INCOME $21.07万0.11%17,385 990.6% $1,200 加仓
XT ISHARES TR $20.40万0.11%2,469 2,469— $20.40万 新建仓
D DOMINION ENERGY INC $20.22万0.11%2,961 -400-11.9% -$2.73万 减仓
TMUS T-MOBILE US INC $20.03万0.11%1,194 706.2% $1.17万 加仓
ACN ACCENTURE PLC IRELAND $00.00%0 -1,427-100.0% -$28.30万 清仓
NFLX NETFLIX INC. $00.00%0 -2,510-100.0% -$24.13万 清仓
EVTR MORGAN STANLEY ETF TRUST $00.00%0 -4,750-100.0% -$24.11万 清仓
FENI FIDELITY COVINGTON TRUST $00.00%0 -5,643-100.0% -$20.99万 清仓
NUE NUCOR CORP $00.00%0 -1,202-100.0% -$20.32万 清仓