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 |
|---|---|---|---|---|---|---|---|---|
| IVW | ISHARES TR | $1,333.54万 | 6.84% | 117,897 | -930 | -0.8% | -$10.52万 | 减仓 |
| AAPL | APPLE INC | $1,029.99万 | 5.28% | 40,584 | 628 | 1.6% | $15.94万 | 加仓 |
| MRK | MERCK & CO INC | $872.86万 | 4.47% | 72,563 | -35 | -0.0% | -$4,210 | 减仓 |
| IVV | ISHARES TR | $793.52万 | 4.07% | 12,148 | 1,720 | 16.5% | $112.35万 | 加仓 |
| OEF | ISHARES TR | $712.86万 | 3.65% | 22,412 | -5,028 | -18.3% | -$159.93万 | 减仓 |
| IVE | ISHARES TR | $618.84万 | 3.17% | 29,307 | -1,144 | -3.8% | -$24.16万 | 减仓 |
| SUSL | ISHARES TR | $605.49万 | 3.10% | 53,299 | -3,648 | -6.4% | -$41.44万 | 减仓 |
| — | EXXON MOBIL CORP | $601.08万 | 3.08% | 35,428 | -269 | -0.8% | -$4.56万 | 减仓 |
| MSFT | MICROSOFT CORP | $596.56万 | 3.06% | 16,115 | 141 | 0.9% | $5.22万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $544.33万 | 2.79% | 8,369 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $539.95万 | 2.77% | 25,107 | -275 | -1.1% | -$5.91万 | 减仓 |
| IWF | ISHARES TR | $513.56万 | 2.63% | 12,044 | -97 | -0.8% | -$4.14万 | 减仓 |
| EFV | ISHARES TR | $400.11万 | 2.05% | 53,815 | 918 | 1.7% | $6.83万 | 加仓 |
| IWD | ISHARES TR | $396.36万 | 2.03% | 18,550 | -3,649 | -16.4% | -$77.97万 | 减仓 |
| EFG | ISHARES TR | $362.80万 | 1.86% | 32,576 | 8,377 | 34.6% | $93.29万 | 加仓 |
| IYW | ISHARES TR | $269.25万 | 1.38% | 14,841 | -96 | -0.6% | -$1.74万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $259.47万 | 1.33% | 14,878 | -456 | -3.0% | -$7.95万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $258.75万 | 1.33% | 44,474 | -3,363 | -7.0% | -$19.57万 | 减仓 |
| VGT | VANGUARD WORLD FD | $240.94万 | 1.24% | 3,453 | -66 | -1.9% | -$4.61万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $228.62万 | 1.17% | 7,772 | -399 | -4.9% | -$11.74万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $225.80万 | 1.16% | 9,237 | 86 | 0.9% | $2.10万 | 加仓 |
| GOOGL | ALPHABET INC | $224.62万 | 1.15% | 7,811 | 426 | 5.8% | $12.25万 | 加仓 |
| IEMG | ISHARES INC | $220.86万 | 1.13% | 31,664 | -1,042 | -3.2% | -$7.27万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $210.87万 | 1.08% | 3,489 | 1 | 0.0% | $604 | 加仓 |
| IUSB | ISHARES TR | $210.81万 | 1.08% | 45,639 | 3,573 | 8.5% | $16.50万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $201.16万 | 1.03% | 13,582 | 421 | 3.2% | $6.24万 | 加仓 |
| QUAL | ISHARES TR | $183.41万 | 0.94% | 9,562 | -900 | -8.6% | -$17.26万 | 减仓 |
| AMZN | AMAZON COM INC | $180.42万 | 0.92% | 8,663 | 268 | 3.2% | $5.58万 | 加仓 |
| KR | KROGER CO | $172.44万 | 0.88% | 23,830 | 43 | 0.2% | $3,112 | 加仓 |
| KO | COCA COLA CO | $166.35万 | 0.85% | 21,874 | -19 | -0.1% | -$1,445 | 减仓 |
| MS | MORGAN STANLEY | $165.97万 | 0.85% | 10,085 | 682 | 7.3% | $11.22万 | 加仓 |
| WMT | WALMART INC | $164.75万 | 0.84% | 13,256 | -25 | -0.2% | -$3,107 | 减仓 |
| MUB | ISHARES TR | $156.25万 | 0.80% | 14,720 | 195 | 1.3% | $2.07万 | 加仓 |
| IVLU | ISHARES TR | $155.80万 | 0.80% | 39,263 | -12 | -0.0% | -$476 | 减仓 |
| CAT | CATERPILLAR INC | $149.70万 | 0.77% | 2,113 | 1 | 0.0% | $708 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $144.07万 | 0.74% | 46,959 | 120 | 0.3% | $3,682 | 加仓 |
| IEFA | ISHARES TR | $135.32万 | 0.69% | 14,948 | -27 | -0.2% | -$2,444 | 减仓 |
| META | META PLATFORMS INC | $126.35万 | 0.65% | 2,208 | 247 | 12.6% | $14.13万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $121.46万 | 0.62% | 24,346 | -15 | -0.1% | -$748 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $118.93万 | 0.61% | 51,219 | -1,295 | -2.5% | -$3.01万 | 减仓 |
| ESGU | ISHARES TR | $113.73万 | 0.58% | 8,042 | -546 | -6.4% | -$7.72万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $110.45万 | 0.57% | 18,211 | 232 | 1.3% | $1.41万 | 加仓 |
| MTUM | ISHARES TR | $105.76万 | 0.54% | 4,407 | 426 | 10.7% | $10.22万 | 加仓 |
| MCD | MCDONALDS CORP | $105.27万 | 0.54% | 3,387 | -1 | -0.0% | -$311 | 减仓 |
| TLH | ISHARES TR | $103.16万 | 0.53% | 10,242 | 144 | 1.4% | $1.45万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $101.72万 | 0.52% | 30,871 | 6,798 | 28.2% | $22.40万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $96.75万 | 0.50% | 10,417 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $93.98万 | 0.48% | 6,207 | 0 | 0.0% | — | 不变 |
| THRO | BLACKROCK ETF TRUST | $91.38万 | 0.47% | 25,230 | 6,068 | 31.7% | $21.98万 | 加仓 |
| SHEL | SHELL PLC | $90.81万 | 0.47% | 9,764 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $87.39万 | 0.45% | 6,050 | 103 | 1.7% | $1.49万 | 加仓 |
| EMXC | ISHARES INC | $87.30万 | 0.45% | 11,098 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $87.13万 | 0.45% | 1,994 | -1 | -0.1% | -$437 | 减仓 |
| CSCO | CISCO SYS INC | $85.03万 | 0.44% | 10,959 | -25 | -0.2% | -$1,940 | 减仓 |
| T | AT&T INC | $84.10万 | 0.43% | 29,010 | -249 | -0.9% | -$7,219 | 减仓 |
| IWV | ISHARES TR | $84.10万 | 0.43% | 2,268 | -166 | -6.8% | -$6.16万 | 减仓 |
| TSLA | TESLA INC | $78.59万 | 0.40% | 2,114 | 363 | 20.7% | $13.49万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $76.72万 | 0.39% | 15,282 | 70 | 0.5% | $3,514 | 加仓 |
| EEM | ISHARES TR | $70.34万 | 0.36% | 12,386 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $70.30万 | 0.36% | 4,252 | -14 | -0.3% | -$2,315 | 减仓 |
| IDEF | BLACKROCK ETF TRUST | $69.56万 | 0.36% | 21,259 | 21,259 | — | $69.56万 | 新建仓 |
| SO | SOUTHERN CO | $68.95万 | 0.35% | 7,143 | -22 | -0.3% | -$2,124 | 减仓 |
| HD | HOME DEPOT INC | $68.78万 | 0.35% | 2,091 | 30 | 1.5% | $9,869 | 加仓 |
| DGRO | ISHARES TR | $68.05万 | 0.35% | 9,697 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $66.31万 | 0.34% | 5,334 | -8 | -0.1% | -$994 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $66.27万 | 0.34% | 10,342 | -5,532 | -34.8% | -$35.45万 | 减仓 |
| USMV | ISHARES TR | $64.48万 | 0.33% | 6,953 | 89 | 1.3% | $8,254 | 加仓 |
| MBB | ISHARES TR | $64.44万 | 0.33% | 6,787 | 456 | 7.2% | $4.33万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $64.08万 | 0.33% | 15,606 | 15,606 | — | $64.08万 | 新建仓 |
| BLK | BLACKROCK INC | $64.05万 | 0.33% | 666 | 9 | 1.4% | $8,655 | 加仓 |
| GOOG | ALPHABET INC | $62.05万 | 0.32% | 2,163 | -24 | -1.1% | -$6,885 | 减仓 |
| CVX | CHEVRON CORPORATION | $61.77万 | 0.32% | 2,985 | -16 | -0.5% | -$3,311 | 减仓 |
| IAU | ISHARES GOLD TR | $57.94万 | 0.30% | 6,572 | -4,559 | -41.0% | -$40.19万 | 减仓 |
| ABBV | ABBVIE INC | $55.39万 | 0.28% | 2,546 | 118 | 4.9% | $2.57万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $53.80万 | 0.28% | 601 | 1 | 0.2% | $895 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $52.75万 | 0.27% | 623 | -1 | -0.2% | -$847 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $52.62万 | 0.27% | 1,098 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $51.61万 | 0.26% | 13,434 | 3,940 | 41.5% | $15.14万 | 加仓 |
| LLY | ELI LILLY & CO | $49.02万 | 0.25% | 533 | -10 | -1.8% | -$9,198 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $48.59万 | 0.25% | 4,851 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $47.61万 | 0.24% | 1,964 | -6 | -0.3% | -$1,455 | 减仓 |
| MAA | MID-AMER APT CMNTYS INC | $45.47万 | 0.23% | 3,723 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $44.28万 | 0.23% | 956 | 31 | 3.4% | $1.44万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $44.05万 | 0.23% | 1,373 | -12 | -0.9% | -$3,850 | 减仓 |
| GE | GE AEROSPACE | $43.68万 | 0.22% | 1,539 | 22 | 1.5% | $6,243 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $43.09万 | 0.22% | 1,057 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $42.92万 | 0.22% | 9,724 | -1 | -0.0% | -$44 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $42.92万 | 0.22% | 3,274 | -5 | -0.2% | -$655 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $41.14万 | 0.21% | 1,433 | -240 | -14.3% | -$6.89万 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $41.12万 | 0.21% | 4,433 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $40.96万 | 0.21% | 2,876 | -3,231 | -52.9% | -$46.02万 | 减仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $40.64万 | 0.21% | 1,377 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $39.35万 | 0.20% | 2,981 | 140 | 4.9% | $1.85万 | 加仓 |
| IJH | ISHARES TR | $38.13万 | 0.20% | 5,647 | -14 | -0.2% | -$945 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $37.79万 | 0.19% | 1,452 | 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 |
| IWN | ISHARES TR | $36.97万 | 0.19% | 1,950 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC | $36.82万 | 0.19% | 109 | 0 | 0.0% | — | 不变 |
| VLUE | ISHARES TR | $36.28万 | 0.19% | 2,551 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $35.79万 | 0.18% | 3,605 | -41 | -1.1% | -$4,070 | 减仓 |