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 |
|---|---|---|---|---|---|---|---|---|
| IAU | ISHARES GOLD TR | $42.08万 | 0.19% | 5,573 | -999 | -15.2% | -$7.54万 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $41.63万 | 0.19% | 4,433 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $41.51万 | 0.19% | 7,285 | 132 | 1.8% | $7,521 | 加仓 |
| WCC | WESCO INTL INC | $40.24万 | 0.18% | 1,165 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $39.27万 | 0.18% | 1,452 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $39.09万 | 0.18% | 3,949 | 344 | 9.5% | $3.40万 | 加仓 |
| AVGO | BROADCOM INC | $37.09万 | 0.17% | 982 | 24 | 2.5% | $9,066 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $35.34万 | 0.16% | 2,444 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $35.09万 | 0.16% | 3,197 | -64 | -2.0% | -$7,025 | 减仓 |
| AZO | AUTOZONE INC | $34.84万 | 0.16% | 109 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $34.76万 | 0.16% | 506 | 2 | 0.4% | $1,374 | 加仓 |
| IWM | ISHARES TR | $34.73万 | 0.16% | 1,156 | 62 | 5.7% | $1.86万 | 加仓 |
| IEV | ISHARES TR | $33.44万 | 0.15% | 4,590 | 0 | 0.0% | — | 不变 |
| FHN | FIRST HORIZON CORPORATION | $32.94万 | 0.15% | 12,848 | 12,848 | — | $32.94万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $32.61万 | 0.15% | 1,456 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $31.28万 | 0.14% | 1,693 | 99 | 6.2% | $1.83万 | 加仓 |
| MET | METLIFE INC | $31.09万 | 0.14% | 3,674 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $30.99万 | 0.14% | 2,981 | 0 | 0.0% | — | 不变 |
| ESGE | ISHARES INC | $30.84万 | 0.14% | 5,639 | 0 | 0.0% | — | 不变 |
| GGOV | BLACKROCK ETF TRUST II | $30.59万 | 0.14% | 6,083 | 6,083 | — | $30.59万 | 新建仓 |
| BX | BLACKSTONE INC | $29.61万 | 0.13% | 2,516 | 518 | 25.9% | $6.10万 | 加仓 |
| MO | ALTRIA GROUP INC | $29.49万 | 0.13% | 4,098 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $29.10万 | 0.13% | 2,079 | 0 | 0.0% | — | 不变 |
| VONV | VANGUARD SCOTTSDALE FDS | $28.52万 | 0.13% | 2,683 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC | $28.35万 | 0.13% | 3,027 | 0 | 0.0% | — | 不变 |
| CIFR | CIPHER DIGITAL INC | $28.35万 | 0.13% | 11,570 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $27.85万 | 0.13% | 2,580 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BANCORP | $27.14万 | 0.12% | 4,814 | 0 | 0.0% | — | 不变 |
| IGM | ISHARES TR | $26.83万 | 0.12% | 1,640 | 0 | 0.0% | — | 重新持有 |
| KMI | KINDER MORGAN INC DEL | $26.72万 | 0.12% | 8,357 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $26.38万 | 0.12% | 4,419 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $26.05万 | 0.12% | 832 | -3 | -0.4% | -$939 | 减仓 |
| IJK | ISHARES TR | $25.50万 | 0.12% | 2,170 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $25.14万 | 0.11% | 4,163 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD INTL EQUITY INDEX F | $25.07万 | 0.11% | 2,832 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. | $24.93万 | 0.11% | 1,840 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $24.48万 | 0.11% | 691 | 0 | 0.0% | — | 不变 |
| ARKW | ARK ETF TR | $24.02万 | 0.11% | 1,658 | 0 | 0.0% | — | 重新持有 |
| PFE | PFIZER INC | $23.70万 | 0.11% | 9,841 | 459 | 4.9% | $1.11万 | 加仓 |
| UNP | UNION PAC CORP | $23.45万 | 0.11% | 862 | 862 | — | $23.45万 | 新建仓 |
| WFC | WELLS FARGO & CO | $23.25万 | 0.11% | 2,813 | 0 | 0.0% | — | 不变 |
| LAMR | LAMAR ADVERTISING CO | $22.59万 | 0.10% | 1,448 | 1,448 | — | $22.59万 | 新建仓 |
| CMI | CUMMINS INC | $21.90万 | 0.10% | 307 | 307 | — | $21.90万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $21.76万 | 0.10% | 4,059 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $21.67万 | 0.10% | 880 | 880 | — | $21.67万 | 新建仓 |
| AMGN | AMGEN INC | $21.65万 | 0.10% | 598 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR | $21.45万 | 0.10% | 1,303 | -1,230 | -48.6% | -$20.25万 | 重新持有 |
| RF | REGIONS FINANCIAL CORP NEW | $21.35万 | 0.10% | 7,071 | 7,071 | — | $21.35万 | 新建仓 |
| EMGF | ISHARES INC | $21.33万 | 0.10% | 2,911 | 2,911 | — | $21.33万 | 新建仓 |
| ESGV | VANGUARD WORLD FD | $20.81万 | 0.09% | 1,574 | 1,574 | — | $20.81万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $20.65万 | 0.09% | 1,029 | 30 | 3.0% | $6,021 | 重新持有 |
| ORCL | ORACLE CORP | $20.49万 | 0.09% | 1,398 | 0 | 0.0% | — | 不变 |
| VLY | VALLEY NATL BANCORP | $19.54万 | 0.09% | 13,339 | 0 | 0.0% | — | 不变 |
| BINC | BLACKROCK ETF TRUST II | $0 | 0.00% | 0 | -7,234 | -100.0% | -$37.57万 | 清仓 |
| IAGG | ISHARES TR | $0 | 0.00% | 0 | -6,729 | -100.0% | -$33.67万 | 清仓 |
| HSY | HERSHEY CO | $0 | 0.00% | 0 | -1,070 | -100.0% | -$22.24万 | 清仓 |
| CVS | CVS HEALTH CORP | $0 | 0.00% | 0 | -2,811 | -100.0% | -$20.19万 | 清仓 |