Finer Wealth Management, Inc.
SALEM MA · SEC CIK 0001929071
$2.24亿2026Q2 申报市值
88持仓数
55.1%前十大占比 · 第一大 8.6%
5 / 4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
SPCX 新建仓+$40.80万
IBIT 加仓+$37.91万
COST 加仓+$29.19万
RTX 加仓+$27.51万
PANW 新建仓+$26.77万
2026Q2 卖出最多 按季末市值估算
MU 减仓-$94.32万
LLY 减仓-$69.57万
AAPL 减仓-$52.87万
BTC 清仓-$50.19万
CRM 减仓-$36.85万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $1,924.71万 | 8.60% | 66,516 | -1,827 | -2.7% | -$52.87万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,632.99万 | 7.30% | 81,613 | -1,157 | -1.4% | -$23.15万 | 减仓 |
| LLY | ELI LILLY & CO | $1,510.37万 | 6.75% | 12,592 | -580 | -4.4% | -$69.57万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,276.83万 | 5.71% | 21,980 | -292 | -1.3% | -$16.96万 | 减仓 |
| GOOGL | ALPHABET INC | $1,244.83万 | 5.56% | 34,833 | -946 | -2.6% | -$33.81万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,195.97万 | 5.34% | 32,062 | -97 | -0.3% | -$3.62万 | 减仓 |
| CAT | CATERPILLAR INC | $1,045.34万 | 4.67% | 9,816 | -143 | -1.4% | -$15.23万 | 减仓 |
| AMZN | AMAZON COM INC | $1,042.79万 | 4.66% | 43,752 | -570 | -1.3% | -$13.59万 | 减仓 |
| META | META PLATFORMS INC | $762.49万 | 3.41% | 13,536 | -309 | -2.2% | -$17.41万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $698.92万 | 3.12% | 21,352 | 180 | 0.9% | $5.89万 | 加仓 |
| MRK | MERCK & CO INC | $582.98万 | 2.61% | 45,368 | 13 | 0.0% | $1,670 | 加仓 |
| WMT | WALMART INC | $551.44万 | 2.46% | 48,688 | -468 | -1.0% | -$5.30万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $530.82万 | 2.37% | 11,115 | 26 | 0.2% | $1.24万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $393.07万 | 1.76% | 26,805 | 672 | 2.6% | $9.85万 | 加仓 |
| — | EXXON MOBIL CORP | $347.02万 | 1.55% | 25,382 | 7 | 0.0% | $957 | 加仓 |
| ASML | ASML HLDG NV | $327.66万 | 1.46% | 1,647 | 25 | 1.5% | $4.97万 | 加仓 |
| TSLA | TESLA INC | $306.39万 | 1.37% | 7,284 | 290 | 4.1% | $12.20万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $301.43万 | 1.35% | 71,192 | 1,566 | 2.2% | $6.63万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $301.40万 | 1.35% | 32,665 | 246 | 0.8% | $2.27万 | 加仓 |
| MCD | MCDONALDS CORP | $292.61万 | 1.31% | 10,825 | 137 | 1.3% | $3.70万 | 加仓 |
| T | AT&T INC | $280.71万 | 1.25% | 135,607 | 3,899 | 3.0% | $8.07万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $275.52万 | 1.23% | 82,763 | 11,389 | 16.0% | $37.91万 | 加仓 |
| CVX | CHEVRON CORPORATION | $253.87万 | 1.13% | 15,316 | -107 | -0.7% | -$1.77万 | 减仓 |
| KO | COCA COLA CO | $224.62万 | 1.00% | 27,638 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $224.43万 | 1.00% | 1,944 | -817 | -29.6% | -$94.32万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $220.42万 | 0.99% | 18,893 | 1,222 | 6.9% | $14.26万 | 加仓 |
| MO | ALTRIA GROUP INC | $211.30万 | 0.94% | 29,368 | 3,246 | 12.4% | $23.35万 | 加仓 |
| GOOG | ALPHABET INC | $207.05万 | 0.93% | 5,860 | 154 | 2.7% | $5.44万 | 加仓 |
| INTC | INTEL CORP | $206.05万 | 0.92% | 14,757 | -1,553 | -9.5% | -$21.68万 | 减仓 |
| GLD | SPDR GOLD TR | $199.40万 | 0.89% | 5,413 | 488 | 9.9% | $17.98万 | 加仓 |
| CSCO | CISCO SYS INC | $191.86万 | 0.86% | 16,334 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $186.83万 | 0.83% | 13,798 | -1,870 | -11.9% | -$25.32万 | 减仓 |
| RTX | RTX CORPORATION | $172.08万 | 0.77% | 9,070 | 1,450 | 19.0% | $27.51万 | 加仓 |
| — | ISHARES TR | $163.26万 | 0.73% | 20,838 | 242 | 1.2% | $1.90万 | 加仓 |
| LQD | ISHARES TR | $140.85万 | 0.63% | 12,914 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $137.61万 | 0.61% | 3,643 | -462 | -11.3% | -$17.45万 | 减仓 |
| CRM | SALESFORCE INC | $131.33万 | 0.59% | 8,383 | -2,352 | -21.9% | -$36.85万 | 减仓 |
| IBB | ISHARES TR | $128.23万 | 0.57% | 6,742 | -1,245 | -15.6% | -$23.68万 | 减仓 |
| SHY | ISHARES TR | $121.60万 | 0.54% | 14,809 | -2,504 | -14.5% | -$20.56万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $102.83万 | 0.46% | 16,650 | 300 | 1.8% | $1.85万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $102.08万 | 0.46% | 4,020 | -28 | -0.7% | -$7,110 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $101.04万 | 0.45% | 1,080 | 312 | 40.6% | $29.19万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $99.41万 | 0.44% | 1,331 | 10 | 0.8% | $7,469 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $99.10万 | 0.44% | 21,771 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $95.22万 | 0.43% | 1,869 | -235 | -11.2% | -$11.97万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $90.40万 | 0.40% | 2,175 | -19 | -0.9% | -$7,897 | 减仓 |
| XEL | XCEL ENERGY INC | $87.86万 | 0.39% | 10,942 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $82.69万 | 0.37% | 14,511 | -1,170 | -7.5% | -$6.67万 | 减仓 |
| DE | DEERE & CO | $68.86万 | 0.31% | 1,086 | -131 | -10.8% | -$8.31万 | 减仓 |
| CMS | CMS ENERGY CORP | $68.85万 | 0.31% | 9,000 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $67.87万 | 0.30% | 671 | -4 | -0.6% | -$4,046 | 减仓 |
| SLV | ISHARES SILVER TR | $67.20万 | 0.30% | 12,568 | 168 | 1.4% | $8,983 | 加仓 |
| ES | EVERSOURCE ENERGY | $66.41万 | 0.30% | 9,190 | 352 | 4.0% | $2.54万 | 加仓 |
| ABBV | ABBVIE INC | $60.66万 | 0.27% | 2,410 | 92 | 4.0% | $2.32万 | 加仓 |
| — | GRAYSCALE ETHEREUM STAKING E | $58.98万 | 0.26% | 46,225 | 2,625 | 6.0% | $3.35万 | 加仓 |
| MSTR | STRATEGY INC | $51.76万 | 0.23% | 5,954 | 25 | 0.4% | $2,173 | 加仓 |
| IVV | ISHARES TR | $50.93万 | 0.23% | 680 | 1 | 0.1% | $749 | 加仓 |
| CNP | CENTERPOINT ENERGY INC | $48.66万 | 0.22% | 11,050 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $48.31万 | 0.22% | 13,370 | -2,104 | -13.6% | -$7.60万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $47.32万 | 0.21% | 2,000 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $45.40万 | 0.20% | 1,523 | -425 | -21.8% | -$12.67万 | 减仓 |
| HD | HOME DEPOT INC | $45.08万 | 0.20% | 1,278 | 4 | 0.3% | $1,411 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $42.83万 | 0.19% | 856 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $42.11万 | 0.19% | 12,444 | 185 | 1.5% | $6,260 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $40.80万 | 0.18% | 2,388 | 2,388 | — | $40.80万 | 新建仓 |
| KHC | KRAFT HEINZ CO | $36.84万 | 0.16% | 15,598 | 1,034 | 7.1% | $2.44万 | 加仓 |
| — | WISEKEY INTERNATIONAL HLDS L | $36.23万 | 0.16% | 49,497 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $35.75万 | 0.16% | 18,697 | -6,248 | -25.0% | -$11.95万 | 减仓 |
| NFLX | NETFLIX INC. | $35.60万 | 0.16% | 4,986 | -144 | -2.8% | -$1.03万 | 减仓 |
| SCCO | SOUTHERN COPPER CORP | $32.72万 | 0.15% | 1,878 | 4 | 0.2% | $697 | 加仓 |
| SO | SOUTHERN CO | $32.37万 | 0.14% | 3,382 | 11 | 0.3% | $1,053 | 加仓 |
| LAES | SEALSQ CORP | $31.64万 | 0.14% | 100,451 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $29.68万 | 0.13% | 21,355 | 7,659 | 55.9% | $10.65万 | 加仓 |
| DIS | DISNEY WALT CO | $29.65万 | 0.13% | 3,081 | -156 | -4.8% | -$1.50万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $29.15万 | 0.13% | 994 | -2 | -0.2% | -$587 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $28.85万 | 0.13% | 5,007 | 5 | 0.1% | $288 | 加仓 |
| PFE | PFIZER INC | $28.65万 | 0.13% | 11,896 | 653 | 5.8% | $1.57万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $28.24万 | 0.13% | 1,004 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $26.77万 | 0.12% | 785 | 785 | — | $26.77万 | 新建仓 |
| WFC | WELLS FARGO & CO | $26.34万 | 0.12% | 3,187 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $25.99万 | 0.12% | 8,195 | -82 | -1.0% | -$2,600 | 减仓 |
| USO | UNITED STS OIL FD LP | $25.10万 | 0.11% | 2,358 | -195 | -7.6% | -$2.08万 | 减仓 |
| IYW | ISHARES TR | $24.82万 | 0.11% | 984 | 984 | — | $24.82万 | 新建仓 |
| V | VISA INC | $23.51万 | 0.11% | 685 | -69 | -9.2% | -$2.37万 | 减仓 |
| AMAT | APPLIED MATLS INC | $23.21万 | 0.10% | 321 | 321 | — | $23.21万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $22.76万 | 0.10% | 1,258 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $21.85万 | 0.10% | 2,486 | 2,486 | — | $21.85万 | 新建仓 |
| UAMY | UNITED STATES ANTIMONY CORP | $12.10万 | 0.05% | 16,668 | 510 | 3.2% | $3,703 | 加仓 |
| MSTR | STRATEGY INC 看涨期权 | $0 | 0.00% | 0 | -10,000 | -100.0% | -$124.80万 | 清仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $0 | 0.00% | 0 | -16,736 | -100.0% | -$50.19万 | 清仓 |
| — | CANARY CAPITAL GROUP LLX | $0 | 0.00% | 0 | -20,000 | -100.0% | -$23.82万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -466 | -100.0% | -$21.48万 | 清仓 |