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 |
|---|---|---|---|---|---|---|---|---|
| AVRE | AMERICAN CENTY ETF TR | $258.77万 | 0.98% | 54,616 | -2,221 | -3.9% | -$10.52万 | 减仓 |
| WMT | WALMART INC | $268.74万 | 1.01% | 23,728 | -90 | -0.4% | -$1.02万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $421.27万 | 1.59% | 46,186 | -4,599 | -9.1% | -$41.95万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $442.53万 | 1.67% | 60,282 | -233 | -0.4% | -$1.71万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $538.84万 | 2.03% | 26,930 | -1,583 | -5.6% | -$31.67万 | 减仓 |
| BUXX | EA SERIES TRUST | $612.63万 | 2.31% | 302,685 | 147,475 | 95.0% | $298.49万 | 加仓 |
| AAPL | APPLE INC | $681.36万 | 2.57% | 23,547 | -1,346 | -5.4% | -$38.95万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $741.80万 | 2.80% | 45,920 | 4,947 | 12.1% | $79.91万 | 加仓 |
| VGT | VANGUARD WORLD FD | $754.39万 | 2.84% | 63,118 | 3,462 | 5.8% | $41.38万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $993.74万 | 3.74% | 102,989 | 255 | 0.2% | $2.46万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $1,000.31万 | 3.77% | 97,070 | 1,176 | 1.2% | $12.12万 | 加仓 |
| AVMV | AMERICAN CENTY ETF TR | $1,099.62万 | 4.14% | 136,540 | -1,950 | -1.4% | -$15.70万 | 减仓 |
| HECA | ETF OPPORTUNITIES TRUST | $1,269.73万 | 4.78% | 465,102 | 72,889 | 18.6% | $198.99万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $1,786.67万 | 6.73% | 200,299 | 3,989 | 2.0% | $35.58万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $3,597.65万 | 13.56% | 288,366 | -797 | -0.3% | -$9.94万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $6,486.75万 | 24.44% | 506,461 | 4,952 | 1.0% | $63.43万 | 加仓 |