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 |
|---|---|---|---|---|---|---|---|---|
| PSEC | PROSPECT CAP CORP | $6.46万 | 0.02% | 27,950 | 0 | 0.0% | — | 不变 |
| ABUS | ARBUTUS BIOPHARMA CORP | $6.05万 | 0.02% | 12,605 | 0 | 0.0% | — | 不变 |
| BDN | BRANDYWINE RLTY TR | $5.23万 | 0.02% | 16,500 | -85,000 | -83.7% | -$26.95万 | 减仓 |
| — | INNOVIZ TECHNOLOGIES LTD | $4.40万 | 0.02% | 57,850 | 13,000 | 29.0% | $9,896 | 加仓 |
| — | MICROPOLIS AI ROBOTICS | $2.75万 | 0.01% | 15,000 | -5,000 | -25.0% | -$9,150 | 减仓 |
| 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 |