WMG Financial Advisors, LLC
Knoxville TN · SEC CIK 0001906711
$2.65亿2026Q2 申报市值
105持仓数
69.4%前十大占比 · 第一大 24.4%
13 / 11新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
BUXX 加仓+$298.49万
HECA 加仓+$198.99万
VT 新建仓+$167.97万
SPCX 新建仓+$88.11万
SPMO 加仓+$79.91万
2026Q2 卖出最多 按季末市值估算
GLD 减仓-$332.79万
BLOK 清仓-$252.76万
UPST 减仓-$54.56万
IBIT 减仓-$52.77万
AVLV 减仓-$41.95万
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 |
|---|---|---|---|---|---|---|---|---|
| BLOK | AMPLIFY ETF TR | $0 | 0.00% | 0 | -50,745 | -100.0% | -$252.76万 | 清仓 |
| BIZD | VANECK ETF TRUST | $0 | 0.00% | 0 | -24,725 | -100.0% | -$31.65万 | 清仓 |
| COST | COSTCO WHOLESALE CORPORATION | $0 | 0.00% | 0 | -253 | -100.0% | -$25.21万 | 清仓 |
| CVX | CHEVRON CORPORATION | $0 | 0.00% | 0 | -1,201 | -100.0% | -$24.85万 | 清仓 |
| HIVE | HIVE DIGITAL TECHNOLOGIES LT | $0 | 0.00% | 0 | -125,000 | -100.0% | -$23.75万 | 清仓 |
| TLT | ISHARES TR | $0 | 0.00% | 0 | -2,574 | -100.0% | -$22.32万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,511 | -100.0% | -$22.10万 | 清仓 |
| BLV | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -3,050 | -100.0% | -$20.98万 | 清仓 |
| HYG | ISHARES TR | $0 | 0.00% | 0 | -2,605 | -100.0% | -$20.73万 | 清仓 |
| PM | PHILIP MORRIS INTL INC | $0 | 0.00% | 0 | -1,231 | -100.0% | -$20.35万 | 清仓 |
| NIO | NIO INC | $0 | 0.00% | 0 | -12,199 | -100.0% | -$7.36万 | 清仓 |
| — | MICROPOLIS AI ROBOTICS | $2.75万 | 0.01% | 15,000 | -5,000 | -25.0% | -$9,150 | 减仓 |
| — | INNOVIZ TECHNOLOGIES LTD | $4.40万 | 0.02% | 57,850 | 13,000 | 29.0% | $9,896 | 加仓 |
| BDN | BRANDYWINE RLTY TR | $5.23万 | 0.02% | 16,500 | -85,000 | -83.7% | -$26.95万 | 减仓 |
| ABUS | ARBUTUS BIOPHARMA CORP | $6.05万 | 0.02% | 12,605 | 0 | 0.0% | — | 不变 |
| PSEC | PROSPECT CAP CORP | $6.46万 | 0.02% | 27,950 | 0 | 0.0% | — | 不变 |
| — | INVESCO TR INVT GRADE MUNS | $11.60万 | 0.04% | 10,948 | 0 | 0.0% | — | 不变 |
| AGNC | AGNC INVT CORP | $14.19万 | 0.05% | 13,022 | 0 | 0.0% | — | 不变 |
| BSM | BLACK STONE MINERALS L P | $14.32万 | 0.05% | 10,250 | -6,500 | -38.8% | -$9.08万 | 减仓 |
| NXE | NEXGEN ENERGY LTD | $15.49万 | 0.06% | 16,500 | 16,500 | — | $15.49万 | 新建仓 |
| ABR | ARBOR REALTY TRUST INC | $15.50万 | 0.06% | 28,600 | -10,000 | -25.9% | -$5.42万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $20.02万 | 0.08% | 4,979 | 4,979 | — | $20.02万 | 新建仓 |
| EZA | ISHARES INC | $20.22万 | 0.08% | 3,200 | 0 | 0.0% | — | 不变 |
| STWD | STARWOOD PPTY TR INC | $21.31万 | 0.08% | 13,007 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $21.79万 | 0.08% | 1,855 | 1,855 | — | $21.79万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $21.82万 | 0.08% | 2,650 | 2,650 | — | $21.82万 | 新建仓 |
| MO | ALTRIA GROUP INC | $22.30万 | 0.08% | 3,099 | -355 | -10.3% | -$2.55万 | 减仓 |
| ETN | EATON CORP PLC | $22.67万 | 0.09% | 532 | 532 | — | $22.67万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $23.11万 | 0.09% | 556 | -278 | -33.3% | -$11.55万 | 减仓 |
| — | SEI EXCHANGE TRADED FUNDS | $23.57万 | 0.09% | 9,363 | 9,363 | — | $23.57万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $23.63万 | 0.09% | 3,317 | -80 | -2.4% | -$5,700 | 减仓 |
| IUSG | ISHARES TR | $23.96万 | 0.09% | 1,274 | 0 | 0.0% | — | 重新持有 |
| IAU | ISHARES GOLD TR | $23.99万 | 0.09% | 3,177 | 10 | 0.3% | $755 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $25.38万 | 0.10% | 10,513 | 208 | 2.0% | $5,021 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $26.32万 | 0.10% | 228 | 228 | — | $26.32万 | 新建仓 |
| CLOZ | SERIES PORTFOLIOS TR | $26.42万 | 0.10% | 10,000 | -3,680 | -26.9% | -$9.72万 | 减仓 |
| SMCI | SUPER MICRO COMPUTER INC | $26.42万 | 0.10% | 9,009 | -6,510 | -41.9% | -$19.09万 | 减仓 |
| HD | HOME DEPOT INC | $26.73万 | 0.10% | 758 | 70 | 10.2% | $2.47万 | 加仓 |
| ABBV | ABBVIE INC | $27.08万 | 0.10% | 1,076 | -62 | -5.4% | -$1.56万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $31.07万 | 0.12% | 7,339 | -656 | -8.2% | -$2.78万 | 减仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $31.25万 | 0.12% | 13,975 | -2,000 | -12.5% | -$4.47万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $33.62万 | 0.13% | 450 | -102 | -18.5% | -$7.62万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $33.92万 | 0.13% | 494 | 16 | 3.3% | $1.10万 | 加仓 |
| AVIV | AMERICAN CENTY ETF TR | $34.45万 | 0.13% | 4,450 | 250 | 6.0% | $1.94万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $35.06万 | 0.13% | 2,391 | -295 | -11.0% | -$4.33万 | 减仓 |
| UPST | UPSTART HLDGS INC | $36.59万 | 0.14% | 10,327 | -15,400 | -59.9% | -$54.56万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $37.33万 | 0.14% | 1,470 | 8 | 0.5% | $2,031 | 加仓 |
| IDEV | ISHARES TR | $37.82万 | 0.14% | 4,249 | -85 | -2.0% | -$7,566 | 减仓 |
| TQQQ | PROSHARES TR | $38.58万 | 0.15% | 4,762 | 336 | 7.6% | $2.72万 | 重新持有 |
| PPLT | ABRDN PLATINUM ETF TRUST | $38.86万 | 0.15% | 27,500 | 21,630 | 368.5% | $30.56万 | 重新持有 |
| SHYG | ISHARES TR | $39.80万 | 0.15% | 9,385 | 3,058 | 48.3% | $12.97万 | 加仓 |
| BA | BOEING CO | $39.83万 | 0.15% | 1,840 | -54 | -2.9% | -$1.17万 | 减仓 |
| AVES | AMERICAN CENTY ETF TR | $40.34万 | 0.15% | 6,150 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $40.90万 | 0.15% | 5,851 | -35 | -0.6% | -$2,447 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $41.36万 | 0.16% | 959 | 959 | — | $41.36万 | 新建仓 |
| EMR | EMERSON ELEC CO | $41.89万 | 0.16% | 2,927 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $42.27万 | 0.16% | 1,419 | 1,419 | — | $42.27万 | 新建仓 |
| GII | SPDR INDEX SHS FDS | $42.40万 | 0.16% | 5,600 | 5,600 | — | $42.40万 | 新建仓 |
| GOOG | ALPHABET INC | $42.85万 | 0.16% | 1,213 | -294 | -19.5% | -$10.39万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $46.20万 | 0.17% | 8,937 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $46.33万 | 0.17% | 3,605 | -198 | -5.2% | -$2.54万 | 减仓 |
| TSLA | TESLA INC | $46.52万 | 0.18% | 1,106 | -101 | -8.4% | -$4.25万 | 减仓 |
| USAC | USA COMPRESSION PARTNERS LP | $53.11万 | 0.20% | 20,124 | -2,000 | -9.0% | -$5.28万 | 减仓 |
| BAC | BANK OF AMER CORP | $53.34万 | 0.20% | 9,361 | -285 | -3.0% | -$1.62万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $53.63万 | 0.20% | 15,847 | 134 | 0.9% | $4,535 | 加仓 |
| NXH | BED BATH & BEYOND INC | $55.41万 | 0.21% | 95,700 | -6,000 | -5.9% | -$3.47万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $55.64万 | 0.21% | 15,985 | -531 | -3.2% | -$1.85万 | 减仓 |
| SHOP | SHOPIFY INC | $57.87万 | 0.22% | 5,068 | -2,526 | -33.3% | -$28.84万 | 减仓 |
| LLY | ELI LILLY & CO | $58.05万 | 0.22% | 484 | -36 | -6.9% | -$4.32万 | 减仓 |
| TBIL | RBB FD INC | $61.61万 | 0.23% | 12,356 | -500 | -3.9% | -$2.49万 | 减仓 |
| PCT | PURECYCLE TECHNOLOGIES INC | $62.85万 | 0.24% | 77,500 | -1,600 | -2.0% | -$1.30万 | 减仓 |
| SO | SOUTHERN CO | $69.03万 | 0.26% | 7,213 | 107 | 1.5% | $1.02万 | 加仓 |
| — | ETF OPPORTUNITIES TRUST | $73.13万 | 0.28% | 27,575 | 4,000 | 17.0% | $10.61万 | 加仓 |
| META | META PLATFORMS INC | $73.74万 | 0.28% | 1,309 | 58 | 4.6% | $3.27万 | 加仓 |
| GLD | SPDR GOLD TR | $75.74万 | 0.29% | 2,056 | -9,034 | -81.5% | -$332.79万 | 减仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $77.95万 | 0.29% | 19,700 | 19,700 | — | $77.95万 | 新建仓 |
| PRU | PRUDENTIAL FINL INC | $81.93万 | 0.31% | 7,591 | -314 | -4.0% | -$3.39万 | 减仓 |
| AMLP | ALPS ETF TR | $83.83万 | 0.32% | 16,167 | -1,600 | -9.0% | -$8.30万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $84.09万 | 0.32% | 20,385 | -119 | -0.6% | -$4,909 | 减仓 |
| — | EXXON MOBIL CORP | $84.82万 | 0.32% | 6,204 | -70 | -1.1% | -$9,570 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $88.11万 | 0.33% | 5,157 | 5,157 | — | $88.11万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $90.71万 | 0.34% | 2,771 | -113 | -3.9% | -$3.70万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $95.32万 | 0.36% | 1,905 | -179 | -8.6% | -$8.96万 | 减仓 |
| WTAI | WISDOMTREE TR | $96.53万 | 0.36% | 20,335 | 4,200 | 26.0% | $19.94万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $96.84万 | 0.36% | 1,269 | 42 | 3.4% | $3.21万 | 加仓 |
| AVGO | BROADCOM INC | $98.90万 | 0.37% | 2,618 | -506 | -16.2% | -$19.12万 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW | $106.87万 | 0.40% | 35,388 | -30 | -0.1% | -$906 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $113.30万 | 0.43% | 34,033 | -15,851 | -31.8% | -$52.77万 | 减仓 |
| AVMC | AMERICAN CENTY ETF TR | $130.81万 | 0.49% | 16,300 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $131.55万 | 0.50% | 15,388 | -820 | -5.1% | -$7.01万 | 减仓 |
| GOOGL | ALPHABET INC | $139.30万 | 0.52% | 3,898 | -477 | -10.9% | -$17.05万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $167.97万 | 0.63% | 10,702 | 10,702 | — | $167.97万 | 新建仓 |
| AVGE | AMERICAN CENTY ETF TR | $181.04万 | 0.68% | 18,268 | -1,082 | -5.6% | -$10.72万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $182.73万 | 0.69% | 37,731 | -281 | -0.7% | -$1.36万 | 减仓 |
| AMZN | AMAZON COM INC | $185.71万 | 0.70% | 7,792 | -954 | -10.9% | -$22.74万 | 减仓 |
| AVIG | AMERICAN CENTY ETF TR | $192.23万 | 0.72% | 46,422 | 9,946 | 27.3% | $41.19万 | 加仓 |
| MSFT | MICROSOFT CORP | $194.20万 | 0.73% | 5,206 | -704 | -11.9% | -$26.26万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $217.09万 | 0.82% | 5,866 | 105 | 1.8% | $3.89万 | 加仓 |
| T | AT&T INC | $217.39万 | 0.82% | 105,020 | -2,441 | -2.3% | -$5.05万 | 减仓 |
| — | SERIES PORTFOLIOS TR | $218.74万 | 0.82% | 85,397 | -4,350 | -4.8% | -$11.14万 | 减仓 |