W ADVISORS, LLC
Germantown TN · SEC CIK 0001929907
$2.20亿2026Q2 申报市值
153持仓数
39.5%前十大占比 · 第一大 7.3%
12 / 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
IVV 加仓+$213.36万
CORO 新建仓+$81.57万
IUSB 加仓+$75.77万
DELL 新建仓+$53.07万
IALT 新建仓+$46.75万
2026Q2 卖出最多 按季末市值估算
QUAL 减仓-$99.07万
EFV 减仓-$93.97万
SUSL 减仓-$82.17万
OEF 减仓-$62.12万
IEMG 减仓-$59.49万
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 |
|---|---|---|---|---|---|---|---|---|
| CORO | BLACKROCK ETF TRUST | $81.57万 | 0.37% | 22,287 | 22,287 | — | $81.57万 | 新建仓 |
| EEM | ISHARES TR | $84.73万 | 0.39% | 12,386 | 0 | 0.0% | — | 不变 |
| BLCR | BLACKROCK ETF TRUST | $86.62万 | 0.39% | 17,196 | 1,590 | 10.2% | $8.01万 | 加仓 |
| MCD | MCDONALDS CORP | $91.56万 | 0.42% | 3,387 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $92.49万 | 0.42% | 2,199 | 85 | 4.0% | $3.58万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $94.06万 | 0.43% | 10,717 | 300 | 2.9% | $2.63万 | 加仓 |
| DVY | ISHARES TR | $97.02万 | 0.44% | 6,207 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $100.69万 | 0.46% | 11,689 | -275 | -2.3% | -$2.37万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $106.70万 | 0.49% | 18,519 | 308 | 1.7% | $1.77万 | 加仓 |
| IWV | ISHARES TR | $107.10万 | 0.49% | 2,512 | 244 | 10.8% | $10.40万 | 加仓 |
| CSCO | CISCO SYS INC | $110.69万 | 0.50% | 9,424 | -1,535 | -14.0% | -$18.03万 | 减仓 |
| QUAL | ISHARES TR | $110.75万 | 0.50% | 5,047 | -4,515 | -47.2% | -$99.07万 | 减仓 |
| EMXC | ISHARES INC | $113.53万 | 0.52% | 11,098 | 0 | 0.0% | — | 不变 |
| SCHZ | SCHWAB STRATEGIC TR | $119.74万 | 0.54% | 51,769 | 550 | 1.1% | $1.27万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $124.14万 | 0.56% | 8,466 | 2,416 | 39.9% | $35.43万 | 加仓 |
| META | META PLATFORMS INC | $125.25万 | 0.57% | 2,223 | 15 | 0.7% | $8,451 | 加仓 |
| MTUM | ISHARES TR | $125.75万 | 0.57% | 3,668 | -739 | -16.8% | -$25.34万 | 减仓 |
| ESGU | ISHARES TR | $130.23万 | 0.59% | 7,957 | -85 | -1.1% | -$1.39万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $131.02万 | 0.60% | 24,852 | -6,019 | -19.5% | -$31.73万 | 减仓 |
| MUB | ISHARES TR | $131.46万 | 0.60% | 12,215 | -2,505 | -17.0% | -$26.96万 | 减仓 |
| KR | KROGER CO | $132.60万 | 0.60% | 23,880 | 50 | 0.2% | $2,776 | 加仓 |
| INTC | INTEL CORP | $137.63万 | 0.63% | 9,857 | 133 | 1.4% | $1.86万 | 加仓 |
| IEFA | ISHARES TR | $144.37万 | 0.66% | 14,948 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $154.91万 | 0.70% | 48,852 | 1,893 | 4.0% | $6.00万 | 加仓 |
| IVLU | ISHARES TR | $163.55万 | 0.74% | 39,108 | -155 | -0.4% | -$6,482 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $166.58万 | 0.76% | 32,933 | 8,587 | 35.3% | $43.43万 | 加仓 |
| CAT | CATERPILLAR INC | $176.88万 | 0.80% | 1,661 | -452 | -21.4% | -$48.13万 | 减仓 |
| WMT | WALMART INC | $177.39万 | 0.81% | 15,662 | 2,406 | 18.2% | $27.25万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $177.75万 | 0.81% | 3,489 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $177.77万 | 0.81% | 21,874 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $202.82万 | 0.92% | 24,483 | -7,181 | -22.7% | -$59.49万 | 减仓 |
| AMZN | AMAZON COM INC | $206.35万 | 0.94% | 8,658 | -5 | -0.1% | -$1,192 | 减仓 |
| MS | MORGAN STANLEY | $207.67万 | 0.94% | 9,934 | -151 | -1.5% | -$3.16万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $217.51万 | 0.99% | 13,764 | 182 | 1.3% | $2.88万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $234.62万 | 1.07% | 9,238 | 1 | 0.0% | $254 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $253.55万 | 1.15% | 7,746 | -26 | -0.3% | -$8,511 | 减仓 |
| GOOGL | ALPHABET INC | $283.51万 | 1.29% | 7,933 | 122 | 1.6% | $4.36万 | 加仓 |
| IUSB | ISHARES TR | $286.40万 | 1.30% | 62,058 | 16,419 | 36.0% | $75.77万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $300.90万 | 1.37% | 44,243 | -231 | -0.5% | -$1.57万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $301.40万 | 1.37% | 15,063 | 185 | 1.2% | $3.70万 | 加仓 |
| EFV | ISHARES TR | $317.98万 | 1.45% | 41,539 | -12,276 | -22.8% | -$93.97万 | 减仓 |
| VGT | VANGUARD WORLD FD | $347.39万 | 1.58% | 29,065 | 1,441 | 5.2% | $17.22万 | 加仓 |
| IYW | ISHARES TR | $374.17万 | 1.70% | 14,834 | -7 | -0.0% | -$1,766 | 减仓 |
| EFG | ISHARES TR | $401.63万 | 1.83% | 32,280 | -296 | -0.9% | -$3.68万 | 减仓 |
| IWD | ISHARES TR | $437.56万 | 1.99% | 18,049 | -501 | -2.7% | -$12.15万 | 减仓 |
| — | EXXON MOBIL CORP | $485.77万 | 2.21% | 35,530 | 102 | 0.3% | $1.39万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $595.85万 | 2.71% | 25,182 | 75 | 0.3% | $1.77万 | 加仓 |
| IWF | ISHARES TR | $598.20万 | 2.72% | 48,176 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $599.87万 | 2.73% | 16,081 | -34 | -0.2% | -$1.27万 | 减仓 |
| IVE | ISHARES TR | $611.25万 | 2.78% | 26,920 | -2,387 | -8.1% | -$54.20万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $625.04万 | 2.84% | 8,370 | 1 | 0.0% | $747 | 加仓 |
| SUSL | ISHARES TR | $625.43万 | 2.84% | 47,110 | -6,189 | -11.6% | -$82.17万 | 减仓 |
| OEF | ISHARES TR | $757.86万 | 3.45% | 20,714 | -1,698 | -7.6% | -$62.12万 | 减仓 |
| MRK | MERCK & CO INC | $931.27万 | 4.23% | 72,472 | -91 | -0.1% | -$1.17万 | 减仓 |
| IVV | ISHARES TR | $1,123.11万 | 5.11% | 14,997 | 2,849 | 23.5% | $213.36万 | 加仓 |
| AAPL | APPLE INC | $1,216.54万 | 5.53% | 42,042 | 1,458 | 3.6% | $42.19万 | 加仓 |
| IVW | ISHARES TR | $1,598.77万 | 7.27% | 116,249 | -1,648 | -1.4% | -$22.66万 | 减仓 |