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 |
|---|---|---|---|---|---|---|---|---|
| BAC | BANK AMERICA CORP | $34.87万 | 0.18% | 7,153 | 159 | 2.3% | $7,752 | 加仓 |
| GOVT | ISHARES TR | $34.52万 | 0.18% | 15,068 | 15,068 | — | $34.52万 | 新建仓 |
| IAGG | ISHARES TR | $33.67万 | 0.17% | 6,729 | -470 | -6.5% | -$2.35万 | 减仓 |
| GEV | GE VERNOVA INC | $32.73万 | 0.17% | 375 | -1 | -0.3% | -$873 | 减仓 |
| WCC | WESCO INTL INC | $31.88万 | 0.16% | 1,165 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $31.47万 | 0.16% | 3,261 | 64 | 2.0% | $6,176 | 加仓 |
| IEV | ISHARES TR | $31.18万 | 0.16% | 4,590 | 31 | 0.7% | $2,106 | 加仓 |
| VOO | VANGUARD INDEX FDS | $30.16万 | 0.15% | 504 | -24 | -4.5% | -$1.44万 | 减仓 |
| FDX | FEDEX CORP | $29.77万 | 0.15% | 835 | -3 | -0.4% | -$1,070 | 减仓 |
| AVGO | BROADCOM INC | $29.65万 | 0.15% | 958 | -91 | -8.7% | -$2.82万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $29.58万 | 0.15% | 1,456 | 8 | 0.6% | $1,625 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $28.99万 | 0.15% | 2,444 | -7 | -0.3% | -$830 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $28.02万 | 0.14% | 8,357 | -4 | -0.0% | -$134 | 减仓 |
| IWM | ISHARES TR | $27.13万 | 0.14% | 1,094 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $27.04万 | 0.14% | 4,098 | -18 | -0.4% | -$1,188 | 减仓 |
| PFE | PFIZER INC | $26.35万 | 0.14% | 9,382 | 1,053 | 12.6% | $2.96万 | 重新持有 |
| MET | METLIFE INC | $25.98万 | 0.13% | 3,674 | 17 | 0.5% | $1,202 | 加仓 |
| ESGE | ISHARES INC | $25.64万 | 0.13% | 5,639 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $25.20万 | 0.13% | 2,580 | 9 | 0.4% | $879 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $25.15万 | 0.13% | 2,683 | 253 | 10.4% | $2.37万 | 加仓 |
| PLD | PROLOGIS INC. | $24.32万 | 0.12% | 1,840 | 17 | 0.9% | $2,247 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $23.88万 | 0.12% | 4,419 | -79 | -1.8% | -$4,270 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $23.72万 | 0.12% | 691 | 14 | 2.1% | $4,805 | 加仓 |
| C | CITIGROUP INC | $23.58万 | 0.12% | 2,079 | 61 | 3.0% | $6,918 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $23.34万 | 0.12% | 2,832 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $23.23万 | 0.12% | 1,142 | -28 | -2.4% | -$5,696 | 减仓 |
| BX | BLACKSTONE INC | $22.98万 | 0.12% | 1,998 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $22.91万 | 0.12% | 1,180 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $22.39万 | 0.11% | 2,813 | 2,813 | — | $22.39万 | 新建仓 |
| FITB | FIFTH THIRD BANCORP | $22.37万 | 0.11% | 4,814 | 12 | 0.2% | $558 | 加仓 |
| HSY | HERSHEY CO | $22.24万 | 0.11% | 1,070 | 0 | 0.0% | — | 重新持有 |
| IJK | ISHARES TR | $21.84万 | 0.11% | 2,170 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $21.65万 | 0.11% | 4,163 | 11 | 0.3% | $572 | 加仓 |
| AMGN | AMGEN INC | $21.04万 | 0.11% | 598 | 598 | — | $21.04万 | 新建仓 |
| ORCL | ORACLE CORP | $20.57万 | 0.11% | 1,398 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $20.53万 | 0.11% | 1,594 | -102 | -6.0% | -$1.31万 | 减仓 |
| CVS | CVS HEALTH CORP | $20.19万 | 0.10% | 2,811 | 103 | 3.8% | $7,398 | 加仓 |
| DAL | DELTA AIR LINES INC | $20.12万 | 0.10% | 3,027 | 3,027 | — | $20.12万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $20.04万 | 0.10% | 4,059 | 0 | 0.0% | — | 不变 |
| VLY | VALLEY NATL BANCORP | $16.38万 | 0.08% | 13,339 | 0 | 0.0% | — | 不变 |
| CIFR | CIPHER DIGITAL INC | $14.89万 | 0.08% | 11,570 | 0 | 0.0% | — | 不变 |
| 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 |