13F 机构持仓

W ADVISORS, LLC

Germantown TN · SEC CIK 0001929907

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$2.20亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IVW 7.3%
AAPL 5.5%
IVV 5.1%
MRK 4.2%
OEF 3.4%
SUSL 2.8%
SPY 2.8%
IVE 2.8%
MSFT 2.7%
IWF 2.7%

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
BINC BLACKROCK ETF TRUST II $00.00%0 -7,234-100.0% -$37.57万 清仓
IAGG ISHARES TR $00.00%0 -6,729-100.0% -$33.67万 清仓
HSY HERSHEY CO $00.00%0 -1,070-100.0% -$22.24万 清仓
CVS CVS HEALTH CORP $00.00%0 -2,811-100.0% -$20.19万 清仓
VLY VALLEY NATL BANCORP $19.54万0.09%13,339 00.0% — 不变
ORCL ORACLE CORP $20.49万0.09%1,398 00.0% — 不变
COF CAPITAL ONE FINL CORP $20.65万0.09%1,029 303.0% $6,021 重新持有
ESGV VANGUARD WORLD FD $20.81万0.09%1,574 1,574— $20.81万 新建仓
EMGF ISHARES INC $21.33万0.10%2,911 2,911— $21.33万 新建仓
RF REGIONS FINANCIAL CORP NEW $21.35万0.10%7,071 7,071— $21.35万 新建仓
IWS ISHARES TR $21.45万0.10%1,303 -1,230-48.6% -$20.25万 重新持有
AMGN AMGEN INC $21.65万0.10%598 00.0% — 不变
PNC PNC FINL SVCS GROUP INC $21.67万0.10%880 880— $21.67万 新建仓
XLF SELECT SECTOR SPDR TR $21.76万0.10%4,059 00.0% — 不变
CMI CUMMINS INC $21.90万0.10%307 307— $21.90万 新建仓
LAMR LAMAR ADVERTISING CO $22.59万0.10%1,448 1,448— $22.59万 新建仓
WFC WELLS FARGO & CO $23.25万0.11%2,813 00.0% — 不变
UNP UNION PAC CORP $23.45万0.11%862 862— $23.45万 新建仓
PFE PFIZER INC $23.70万0.11%9,841 4594.9% $1.11万 加仓
ARKW ARK ETF TR $24.02万0.11%1,658 00.0% — 重新持有
GD GENERAL DYNAMICS CORP $24.48万0.11%691 00.0% — 不变
PLD PROLOGIS INC. $24.93万0.11%1,840 00.0% — 不变
VGK VANGUARD INTL EQUITY INDEX F $25.07万0.11%2,832 00.0% — 不变
USB US BANCORP $25.14万0.11%4,163 00.0% — 不变
IJK ISHARES TR $25.50万0.12%2,170 00.0% — 不变
FDX FEDEX CORP $26.05万0.12%832 -3-0.4% -$939 减仓
VWO VANGUARD INTL EQUITY INDEX F $26.38万0.12%4,419 00.0% — 不变
KMI KINDER MORGAN INC DEL $26.72万0.12%8,357 00.0% — 不变
IGM ISHARES TR $26.83万0.12%1,640 00.0% — 重新持有
FITB FIFTH THIRD BANCORP $27.14万0.12%4,814 00.0% — 不变
PRU PRUDENTIAL FINL INC $27.85万0.13%2,580 00.0% — 不变
CIFR CIPHER DIGITAL INC $28.35万0.13%11,570 00.0% — 不变
DAL DELTA AIR LINES INC $28.35万0.13%3,027 00.0% — 不变
VONV VANGUARD SCOTTSDALE FDS $28.52万0.13%2,683 00.0% — 不变
C CITIGROUP INC $29.10万0.13%2,079 00.0% — 不变
MO ALTRIA GROUP INC $29.49万0.13%4,098 00.0% — 不变
BX BLACKSTONE INC $29.61万0.13%2,516 51825.9% $6.10万 加仓
GGOV BLACKROCK ETF TRUST II $30.59万0.14%6,083 6,083— $30.59万 新建仓
ESGE ISHARES INC $30.84万0.14%5,639 00.0% — 不变
COP CONOCOPHILLIPS $30.99万0.14%2,981 00.0% — 不变
MET METLIFE INC $31.09万0.14%3,674 00.0% — 不变
QCOM QUALCOMM INC $31.28万0.14%1,693 996.2% $1.83万 加仓
ADP AUTOMATIC DATA PROCESSING IN $32.61万0.15%1,456 00.0% — 不变
FHN FIRST HORIZON CORPORATION $32.94万0.15%12,848 12,848— $32.94万 新建仓
IEV ISHARES TR $33.44万0.15%4,590 00.0% — 不变
IWM ISHARES TR $34.73万0.16%1,156 625.7% $1.86万 加仓
VOO VANGUARD INDEX FDS $34.76万0.16%506 20.4% $1,374 加仓
AZO AUTOZONE INC $34.84万0.16%109 00.0% — 不变
KMB KIMBERLY-CLARK CORP $35.09万0.16%3,197 -64-2.0% -$7,025 减仓
BNY BANK OF NY MELLON CORP $35.34万0.16%2,444 00.0% — 不变
AVGO BROADCOM INC $37.09万0.17%982 242.5% $9,066 加仓
AGG ISHARES TR $39.09万0.18%3,949 3449.5% $3.40万 加仓
ITW ILLINOIS TOOL WKS INC $39.27万0.18%1,452 00.0% — 不变
WCC WESCO INTL INC $40.24万0.18%1,165 00.0% — 不变
BAC BANK OF AMER CORP $41.51万0.19%7,285 1321.8% $7,521 加仓
FTCS FIRST TR EXCHANGE-TRADED FD $41.63万0.19%4,433 00.0% — 不变
IAU ISHARES GOLD TR $42.08万0.19%5,573 -999-15.2% -$7.54万 减仓
GOVT ISHARES TR $43.15万0.20%18,944 3,87625.7% $8.83万 加仓
IJH ISHARES TR $43.54万0.20%5,647 00.0% — 不变
IWN ISHARES TR $43.66万0.20%1,974 241.2% $5,309 加仓
GEV GE VERNOVA INC $44.06万0.20%375 00.0% — 不变
AEP AMERICAN ELEC PWR CO INC $44.79万0.20%3,274 00.0% — 不变
NSC NORFOLK SOUTHN CORP $45.10万0.21%1,434 10.1% $314 加仓
VONE VANGUARD SCOTTSDALE FDS $46.64万0.21%1,377 00.0% — 不变
IALT BLACKROCK ETF TRUST $46.75万0.21%16,668 16,668— $46.75万 新建仓
ITOT ISHARES TR $47.28万0.21%2,878 20.1% $329 加仓
DIA STATE STR SPDR DOW JONES IND $48.38万0.22%926 -30-3.1% -$1.57万 减仓
IBIT ISHARES BITCOIN TRUST ETF $48.72万0.22%14,634 1,2008.9% $3.99万 加仓
TXN TEXAS INSTRS INC $50.37万0.23%1,690 51043.2% $15.20万 加仓
VLUE ISHARES TR $50.98万0.23%2,552 10.0% $200 加仓
VOOG VANGUARD ADMIRAL FDS INC $52.40万0.24%6,342 00.0% — 不变
MAA MID-AMER APT CMNTYS INC $52.68万0.24%3,791 681.8% $9,449 加仓
DELL DELL TECHNOLOGIES INC $53.07万0.24%1,230 1,230— $53.07万 新建仓
CVX CHEVRON CORPORATION $53.35万0.24%3,218 2337.8% $3.86万 加仓
VTI VANGUARD INDEX FDS $53.91万0.25%1,457 846.1% $3.11万 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $54.94万0.25%1,098 00.0% — 不变
GE GE AEROSPACE $56.74万0.26%1,518 -21-1.4% -$7,849 减仓
IBM INTERNATIONAL BUSINESS MACHS $58.31万0.27%2,073 1095.5% $3.07万 加仓
PH PARKER-HANNIFIN CORP $58.78万0.27%601 00.0% — 不变
VTWO VANGUARD SCOTTSDALE FDS $58.90万0.27%4,851 00.0% — 不变
T AT&T INC $60.87万0.28%29,408 3981.4% $8,239 加仓
GS GOLDMAN SACHS GROUP INC $63.77万0.29%631 81.3% $8,085 加仓
LLY ELI LILLY & CO $63.93万0.29%533 00.0% — 不变
BLK BLACKROCK INC $64.04万0.29%666 00.0% — 不变
VZ VERIZON COMMUNICATIONS INC $66.19万0.30%15,633 3512.3% $1.49万 加仓
ABBV ABBVIE INC $66.62万0.30%2,648 1024.0% $2.57万 加仓
USMV ISHARES TR $67.07万0.30%6,953 00.0% — 不变
MBB ISHARES TR $68.00万0.31%7,194 4076.0% $3.85万 加仓
THRO BLACKROCK ETF TRUST $68.06万0.31%15,788 -9,442-37.4% -$40.70万 减仓
AMD ADVANCED MICRO DEVICES INC $69.13万0.31%1,190 484.2% $2.79万 加仓
SO SOUTHERN CO $69.59万0.32%7,271 1281.8% $1.23万 加仓
IDEF BLACKROCK ETF TRUST $70.34万0.32%22,135 8764.1% $2.78万 加仓
TLH ISHARES TR $72.92万0.33%7,267 -2,975-29.0% -$29.85万 减仓
DGRO ISHARES TR $73.49万0.33%9,697 00.0% — 不变
HD HOME DEPOT INC $73.99万0.34%2,098 70.3% $2,469 加仓
VEA VANGUARD TAX-MANAGED FDS $74.41万0.34%10,443 1011.0% $7,197 加仓
SHEL SHELL PLC $75.71万0.34%9,764 00.0% — 不变
GOOG ALPHABET INC $76.18万0.35%2,156 -7-0.3% -$2,473 减仓
PM PHILIP MORRIS INTL INC $76.92万0.35%4,252 00.0% — 不变
IJR ISHARES TR $78.80万0.36%5,313 -21-0.4% -$3,115 减仓