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 |
|---|---|---|---|---|---|---|---|---|
| IWM | ISHARES TR | $0 | 0.00% | 0 | -9,527 | -100.0% | -$234.52万 | 清仓 |
| QQQ | INVESCO QQQ TR | $0 | 0.00% | 0 | -2,191 | -100.0% | -$134.60万 | 清仓 |
| EIS | ISHARES INC | $0 | 0.00% | 0 | -11,615 | -100.0% | -$127.80万 | 清仓 |
| PPLT | ABRDN PLATINUM ETF TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PINK | SIMPLIFY EXCHANGE TRADED FUN | $0 | 0.00% | 0 | -27,573 | -100.0% | -$100.92万 | 清仓 |
| XHB | SPDR SERIES TRUST | $0 | 0.00% | 0 | -6,600 | -100.0% | -$67.95万 | 清仓 |
| SLV | ISHARES SILVER TR | $0 | 0.00% | 0 | -8,350 | -100.0% | -$53.79万 | 清仓 |
| LITE | LUMENTUM HLDGS INC | $0 | 0.00% | 0 | -1,203 | -100.0% | -$44.34万 | 清仓 |
| PALL | ABRDN PALLADIUM ETF TRUST | $0 | 0.00% | 0 | -2,975 | -100.0% | -$43.25万 | 清仓 |
| XLE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -6,540 | -100.0% | -$29.24万 | 清仓 |
| VTIP | VANGUARD MALVERN FDS | $0 | 0.00% | 0 | -5,045 | -100.0% | -$24.95万 | 清仓 |
| V | VISA INC | $0 | 0.00% | 0 | -670 | -100.0% | -$23.50万 | 清仓 |
| TQQQ | PROSHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IUSG | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CVNA | CARVANA CO | $0 | 0.00% | 0 | -502 | -100.0% | -$21.19万 | 清仓 |
| MCD | MCDONALDS CORP | $0 | 0.00% | 0 | -656 | -100.0% | -$20.05万 | 清仓 |
| — | GUGGENHEIM TAXABLE MUNICP BO | $0 | 0.00% | 0 | -12,150 | -100.0% | -$18.13万 | 清仓 |
| — | SEANERGY MARITIME HLDGS CORP | $0 | 0.00% | 0 | -17,309 | -100.0% | -$15.98万 | 清仓 |