WMG Financial Advisors, LLC
Knoxville TN · SEC CIK 0001906711
$2.40亿2026Q1 申报市值
100持仓数
66.9%前十大占比 · 第一大 23.3%
2 / 15新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
HECA 加仓+$775.10万
BUXX 加仓+$288.92万
SPMO 加仓+$278.80万
VGT 加仓+$181.06万
GLD 加仓+$168.80万
2026Q1 卖出最多 按季末市值估算
CLOZ 减仓-$323.98万
IWM 清仓-$234.52万
AVDE 减仓-$160.58万
AMLP 减仓-$151.26万
QQQ 清仓-$134.60万
2026Q1 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 | $252.76万 | 1.05% | 50,745 | 3,765 | 8.0% | $18.75万 | 加仓 |
| WMT | WALMART INC | $296.01万 | 1.23% | 23,818 | 1,109 | 4.9% | $13.78万 | 加仓 |
| T | AT&T INC | $311.53万 | 1.30% | 107,461 | -7,876 | -6.8% | -$22.83万 | 减仓 |
| BUXX | EA SERIES TRUST | $314.22万 | 1.31% | 155,210 | 142,710 | 1,141.7% | $288.92万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $409.38万 | 1.71% | 50,785 | -2,236 | -4.2% | -$18.02万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $445.64万 | 1.86% | 60,515 | 1,087 | 1.8% | $8.00万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $459.35万 | 1.92% | 40,973 | 24,868 | 154.4% | $278.80万 | 加仓 |
| GLD | SPDR GOLD TR | $477.19万 | 1.99% | 11,090 | 3,923 | 54.7% | $168.80万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $497.27万 | 2.07% | 28,513 | 513 | 1.8% | $8.95万 | 加仓 |
| VGT | VANGUARD WORLD FD | $520.29万 | 2.17% | 7,457 | 2,595 | 53.4% | $181.06万 | 加仓 |
| AAPL | APPLE INC | $631.77万 | 2.64% | 24,893 | 1,433 | 6.1% | $36.37万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $827.83万 | 3.45% | 102,734 | -6,731 | -6.1% | -$54.24万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $957.59万 | 3.99% | 95,894 | -6,545 | -6.4% | -$65.36万 | 减仓 |
| AVMV | AMERICAN CENTY ETF TR | $1,027.32万 | 4.29% | 138,490 | 579 | 0.4% | $4.30万 | 加仓 |
| HECA | ETF OPPORTUNITIES TRUST | $1,132.32万 | 4.72% | 392,213 | 268,478 | 217.0% | $775.10万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $1,665.49万 | 6.95% | 196,310 | -18,927 | -8.8% | -$160.58万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $3,194.39万 | 13.33% | 289,163 | -10,202 | -3.4% | -$112.70万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $5,575.78万 | 23.26% | 501,509 | -485 | -0.1% | -$5.39万 | 减仓 |