W ADVISORS, LLC
Germantown TN · SEC CIK 0001929907
$1.95亿2026Q1 申报市值
141持仓数
39.5%前十大占比 · 第一大 6.8%
6 / 4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
IVV 加仓+$112.35万
EFG 加仓+$93.29万
IDEF 新建仓+$69.56万
BLCR 新建仓+$64.08万
GOVT 新建仓+$34.52万
2026Q1 卖出最多 按季末市值估算
OEF 减仓-$159.93万
IWD 减仓-$77.97万
ITOT 减仓-$46.02万
ITA 清仓-$41.56万
SUSL 减仓-$41.44万
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 |
|---|---|---|---|---|---|---|---|---|
| ITA | ISHARES TR | $0 | 0.00% | 0 | -1,936 | -100.0% | -$41.56万 | 清仓 |
| IWS | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ARKW | ARK ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ABT | ABBOTT LABS | $0 | 0.00% | 0 | -1,909 | -100.0% | -$23.92万 | 清仓 |
| AJG | GALLAGHER ARTHUR J & CO | $0 | 0.00% | 0 | -820 | -100.0% | -$21.22万 | 清仓 |
| IGM | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| V | VISA INC | $0 | 0.00% | 0 | -574 | -100.0% | -$20.13万 | 清仓 |
| CIFR | CIPHER DIGITAL INC | $14.89万 | 0.08% | 11,570 | 0 | 0.0% | — | 不变 |
| VLY | VALLEY NATL BANCORP | $16.38万 | 0.08% | 13,339 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $20.04万 | 0.10% | 4,059 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC | $20.12万 | 0.10% | 3,027 | 3,027 | — | $20.12万 | 新建仓 |
| CVS | CVS HEALTH CORP | $20.19万 | 0.10% | 2,811 | 103 | 3.8% | $7,398 | 加仓 |
| QCOM | QUALCOMM INC | $20.53万 | 0.11% | 1,594 | -102 | -6.0% | -$1.31万 | 减仓 |
| ORCL | ORACLE CORP | $20.57万 | 0.11% | 1,398 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $21.04万 | 0.11% | 598 | 598 | — | $21.04万 | 新建仓 |
| USB | US BANCORP | $21.65万 | 0.11% | 4,163 | 11 | 0.3% | $572 | 加仓 |
| IJK | ISHARES TR | $21.84万 | 0.11% | 2,170 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO | $22.24万 | 0.11% | 1,070 | 0 | 0.0% | — | 重新持有 |
| FITB | FIFTH THIRD BANCORP | $22.37万 | 0.11% | 4,814 | 12 | 0.2% | $558 | 加仓 |
| WFC | WELLS FARGO & CO | $22.39万 | 0.11% | 2,813 | 2,813 | — | $22.39万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $22.91万 | 0.12% | 1,180 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $22.98万 | 0.12% | 1,998 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $23.23万 | 0.12% | 1,142 | -28 | -2.4% | -$5,696 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $23.34万 | 0.12% | 2,832 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $23.58万 | 0.12% | 2,079 | 61 | 3.0% | $6,918 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $23.72万 | 0.12% | 691 | 14 | 2.1% | $4,805 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $23.88万 | 0.12% | 4,419 | -79 | -1.8% | -$4,270 | 减仓 |
| PLD | PROLOGIS INC. | $24.32万 | 0.12% | 1,840 | 17 | 0.9% | $2,247 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $25.15万 | 0.13% | 2,683 | 253 | 10.4% | $2.37万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $25.20万 | 0.13% | 2,580 | 9 | 0.4% | $879 | 加仓 |
| ESGE | ISHARES INC | $25.64万 | 0.13% | 5,639 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $25.98万 | 0.13% | 3,674 | 17 | 0.5% | $1,202 | 加仓 |
| PFE | PFIZER INC | $26.35万 | 0.14% | 9,382 | 1,053 | 12.6% | $2.96万 | 重新持有 |
| MO | ALTRIA GROUP INC | $27.04万 | 0.14% | 4,098 | -18 | -0.4% | -$1,188 | 减仓 |
| IWM | ISHARES TR | $27.13万 | 0.14% | 1,094 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $28.02万 | 0.14% | 8,357 | -4 | -0.0% | -$134 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $28.99万 | 0.15% | 2,444 | -7 | -0.3% | -$830 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $29.58万 | 0.15% | 1,456 | 8 | 0.6% | $1,625 | 加仓 |
| AVGO | BROADCOM INC | $29.65万 | 0.15% | 958 | -91 | -8.7% | -$2.82万 | 减仓 |
| FDX | FEDEX CORP | $29.77万 | 0.15% | 835 | -3 | -0.4% | -$1,070 | 减仓 |
| VOO | VANGUARD INDEX FDS | $30.16万 | 0.15% | 504 | -24 | -4.5% | -$1.44万 | 减仓 |
| IEV | ISHARES TR | $31.18万 | 0.16% | 4,590 | 31 | 0.7% | $2,106 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $31.47万 | 0.16% | 3,261 | 64 | 2.0% | $6,176 | 加仓 |
| WCC | WESCO INTL INC | $31.88万 | 0.16% | 1,165 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $32.73万 | 0.17% | 375 | -1 | -0.3% | -$873 | 减仓 |
| IAGG | ISHARES TR | $33.67万 | 0.17% | 6,729 | -470 | -6.5% | -$2.35万 | 减仓 |
| GOVT | ISHARES TR | $34.52万 | 0.18% | 15,068 | 15,068 | — | $34.52万 | 新建仓 |
| BAC | BANK AMERICA CORP | $34.87万 | 0.18% | 7,153 | 159 | 2.3% | $7,752 | 加仓 |
| AGG | ISHARES TR | $35.79万 | 0.18% | 3,605 | -41 | -1.1% | -$4,070 | 减仓 |
| VLUE | ISHARES TR | $36.28万 | 0.19% | 2,551 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC | $36.82万 | 0.19% | 109 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $36.97万 | 0.19% | 1,950 | 0 | 0.0% | — | 不变 |
| BINC | BLACKROCK ETF TRUST II | $37.57万 | 0.19% | 7,234 | -1,666 | -18.7% | -$8.65万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $37.79万 | 0.19% | 1,452 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $38.13万 | 0.20% | 5,647 | -14 | -0.2% | -$945 | 减仓 |
| COP | CONOCOPHILLIPS | $39.35万 | 0.20% | 2,981 | 140 | 4.9% | $1.85万 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $40.64万 | 0.21% | 1,377 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $40.96万 | 0.21% | 2,876 | -3,231 | -52.9% | -$46.02万 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $41.12万 | 0.21% | 4,433 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $41.14万 | 0.21% | 1,433 | -240 | -14.3% | -$6.89万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $42.92万 | 0.22% | 3,274 | -5 | -0.2% | -$655 | 减仓 |
| INTC | INTEL CORP | $42.92万 | 0.22% | 9,724 | -1 | -0.0% | -$44 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $43.09万 | 0.22% | 1,057 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $43.68万 | 0.22% | 1,539 | 22 | 1.5% | $6,243 | 加仓 |
| VTI | VANGUARD INDEX FDS | $44.05万 | 0.23% | 1,373 | -12 | -0.9% | -$3,850 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $44.28万 | 0.23% | 956 | 31 | 3.4% | $1.44万 | 加仓 |
| MAA | MID-AMER APT CMNTYS INC | $45.47万 | 0.23% | 3,723 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $47.61万 | 0.24% | 1,964 | -6 | -0.3% | -$1,455 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $48.59万 | 0.25% | 4,851 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $49.02万 | 0.25% | 533 | -10 | -1.8% | -$9,198 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $51.61万 | 0.26% | 13,434 | 3,940 | 41.5% | $15.14万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $52.62万 | 0.27% | 1,098 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $52.75万 | 0.27% | 623 | -1 | -0.2% | -$847 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $53.80万 | 0.28% | 601 | 1 | 0.2% | $895 | 加仓 |
| ABBV | ABBVIE INC | $55.39万 | 0.28% | 2,546 | 118 | 4.9% | $2.57万 | 加仓 |
| IAU | ISHARES GOLD TR | $57.94万 | 0.30% | 6,572 | -4,559 | -41.0% | -$40.19万 | 减仓 |
| CVX | CHEVRON CORPORATION | $61.77万 | 0.32% | 2,985 | -16 | -0.5% | -$3,311 | 减仓 |
| GOOG | ALPHABET INC | $62.05万 | 0.32% | 2,163 | -24 | -1.1% | -$6,885 | 减仓 |
| BLK | BLACKROCK INC | $64.05万 | 0.33% | 666 | 9 | 1.4% | $8,655 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $64.08万 | 0.33% | 15,606 | 15,606 | — | $64.08万 | 新建仓 |
| MBB | ISHARES TR | $64.44万 | 0.33% | 6,787 | 456 | 7.2% | $4.33万 | 加仓 |
| USMV | ISHARES TR | $64.48万 | 0.33% | 6,953 | 89 | 1.3% | $8,254 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $66.27万 | 0.34% | 10,342 | -5,532 | -34.8% | -$35.45万 | 减仓 |
| IJR | ISHARES TR | $66.31万 | 0.34% | 5,334 | -8 | -0.1% | -$994 | 减仓 |
| DGRO | ISHARES TR | $68.05万 | 0.35% | 9,697 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $68.78万 | 0.35% | 2,091 | 30 | 1.5% | $9,869 | 加仓 |
| SO | SOUTHERN CO | $68.95万 | 0.35% | 7,143 | -22 | -0.3% | -$2,124 | 减仓 |
| IDEF | BLACKROCK ETF TRUST | $69.56万 | 0.36% | 21,259 | 21,259 | — | $69.56万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $70.30万 | 0.36% | 4,252 | -14 | -0.3% | -$2,315 | 减仓 |
| EEM | ISHARES TR | $70.34万 | 0.36% | 12,386 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $76.72万 | 0.39% | 15,282 | 70 | 0.5% | $3,514 | 加仓 |
| TSLA | TESLA INC | $78.59万 | 0.40% | 2,114 | 363 | 20.7% | $13.49万 | 加仓 |
| IWV | ISHARES TR | $84.10万 | 0.43% | 2,268 | -166 | -6.8% | -$6.16万 | 减仓 |
| T | AT&T INC | $84.10万 | 0.43% | 29,010 | -249 | -0.9% | -$7,219 | 减仓 |
| CSCO | CISCO SYS INC | $85.03万 | 0.44% | 10,959 | -25 | -0.2% | -$1,940 | 减仓 |
| VUG | VANGUARD INDEX FDS | $87.13万 | 0.45% | 1,994 | -1 | -0.1% | -$437 | 减仓 |
| EMXC | ISHARES INC | $87.30万 | 0.45% | 11,098 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $87.39万 | 0.45% | 6,050 | 103 | 1.7% | $1.49万 | 加仓 |
| SHEL | SHELL PLC | $90.81万 | 0.47% | 9,764 | 0 | 0.0% | — | 不变 |