Wallace Advisory Group, LLC
LAFAYETTE CA · SEC CIK 0001932645
$1.06亿2026Q2 申报市值
134持仓数
40.5%前十大占比 · 第一大 13.9%
18 / 12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
SPYM 新建仓+$151.09万
VTI 新建仓+$147.16万
FLJP 新建仓+$116.01万
BND 新建仓+$71.05万
VEA 加仓+$68.91万
2026Q2 卖出最多 按季末市值估算
BIL 减仓-$291.73万
PDBC 清仓-$46.32万
NOW 清仓-$34.44万
MSCI 清仓-$31.05万
LLY 减仓-$30.71万
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 |
|---|---|---|---|---|---|---|---|---|
| JPM | JPMORGAN CHASE & CO | $56.17万 | 0.53% | 1,716 | -29 | -1.7% | -$9,493 | 减仓 |
| BA | BOEING CO | $56.30万 | 0.53% | 2,601 | 211 | 8.8% | $4.57万 | 加仓 |
| GE | GE AEROSPACE | $56.47万 | 0.53% | 1,511 | 306 | 25.4% | $11.44万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $57.93万 | 0.54% | 3,202 | -806 | -20.1% | -$14.58万 | 减仓 |
| CSCO | CISCO SYS INC | $58.07万 | 0.55% | 4,944 | -1,230 | -19.9% | -$14.45万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $61.93万 | 0.58% | 11,960 | 1,055 | 9.7% | $5.46万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $63.58万 | 0.60% | 1,238 | -409 | -24.8% | -$21.01万 | 减仓 |
| V | VISA INC | $63.85万 | 0.60% | 1,861 | -473 | -20.3% | -$16.23万 | 减仓 |
| GOOG | ALPHABET INC | $69.32万 | 0.65% | 1,962 | -530 | -21.3% | -$18.73万 | 减仓 |
| SPTL | SPDR SERIES TRUST | $69.40万 | 0.65% | 26,460 | 15,302 | 137.1% | $40.14万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $71.05万 | 0.67% | 9,678 | 9,678 | — | $71.05万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $74.37万 | 0.70% | 17,566 | -1,408 | -7.4% | -$5.96万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $74.81万 | 0.70% | 9,052 | 5,284 | 140.2% | $43.67万 | 加仓 |
| IJH | ISHARES TR | $75.00万 | 0.71% | 9,726 | 1 | 0.0% | $77 | 加仓 |
| SPXL | DIREXION SHARES ETF TRUST | $75.52万 | 0.71% | 2,790 | 131 | 4.9% | $3.55万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $75.67万 | 0.71% | 4,821 | -34 | -0.7% | -$5,336 | 减仓 |
| VXUS | VANGUARD STAR FDS | $76.03万 | 0.72% | 8,893 | -471 | -5.0% | -$4.03万 | 减仓 |
| SHYG | ISHARES TR | $89.56万 | 0.84% | 21,117 | 11,495 | 119.5% | $48.75万 | 加仓 |
| GLDM | WORLD GOLD TR | $89.63万 | 0.84% | 11,285 | -228 | -2.0% | -$1.81万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $90.78万 | 0.85% | 14,933 | 3,963 | 36.1% | $24.09万 | 加仓 |
| QQQ | INVESCO QQQ TR | $91.55万 | 0.86% | 1,243 | 784 | 170.8% | $57.74万 | 加仓 |
| META | META PLATFORMS INC | $93.45万 | 0.88% | 1,659 | 236 | 16.6% | $13.29万 | 加仓 |
| SPMB | SPDR SERIES TRUST | $94.25万 | 0.89% | 42,246 | 25,533 | 152.8% | $56.96万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $94.88万 | 0.89% | 13,317 | 9,672 | 265.3% | $68.91万 | 加仓 |
| GOVT | ISHARES TR | $96.13万 | 0.90% | 42,200 | 26,414 | 167.3% | $60.17万 | 加仓 |
| TSLA | TESLA INC | $97.62万 | 0.92% | 2,321 | 412 | 21.6% | $17.33万 | 加仓 |
| FLJP | FRANKLIN TEMPLETON ETF TR | $116.01万 | 1.09% | 29,185 | 29,185 | — | $116.01万 | 新建仓 |
| HGER | HARBOR ETF TRUST | $117.76万 | 1.11% | 40,135 | 8,216 | 25.7% | $24.11万 | 加仓 |
| IEF | ISHARES TR | $138.72万 | 1.30% | 14,669 | -324 | -2.2% | -$3.06万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $144.74万 | 1.36% | 5,699 | -462 | -7.5% | -$11.73万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $146.88万 | 1.38% | 29,148 | 7,620 | 35.4% | $38.40万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $147.16万 | 1.38% | 3,977 | 3,977 | — | $147.16万 | 新建仓 |
| SPYG | SPDR SERIES TRUST | $148.17万 | 1.39% | 12,452 | 2,584 | 26.2% | $30.75万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $151.09万 | 1.42% | 17,193 | 17,193 | — | $151.09万 | 新建仓 |
| IVV | ISHARES TR | $153.67万 | 1.45% | 2,052 | -30 | -1.4% | -$2.25万 | 减仓 |
| AVGO | BROADCOM INC | $164.89万 | 1.55% | 4,365 | 311 | 7.7% | $11.75万 | 加仓 |
| MSFT | MICROSOFT CORP | $179.61万 | 1.69% | 4,815 | 36 | 0.8% | $1.34万 | 加仓 |
| GOOGL | ALPHABET INC | $185.43万 | 1.74% | 5,189 | 452 | 9.5% | $16.15万 | 加仓 |
| AMZN | AMAZON COM INC | $226.11万 | 2.13% | 9,487 | -258 | -2.6% | -$6.15万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $231.03万 | 2.17% | 11,546 | 1,704 | 17.3% | $34.10万 | 加仓 |
| AAPL | APPLE INC | $247.82万 | 2.33% | 8,565 | 909 | 11.9% | $26.30万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $279.20万 | 2.63% | 3,739 | 139 | 3.9% | $10.38万 | 加仓 |
| CI | THE CIGNA GROUP | $322.02万 | 3.03% | 11,681 | -15 | -0.1% | -$4,135 | 减仓 |
| BIL | SPDR SERIES TRUST | $454.14万 | 4.27% | 49,557 | -31,834 | -39.1% | -$291.73万 | 减仓 |
| CVX | CHEVRON CORPORATION | $700.83万 | 6.59% | 42,280 | 393 | 0.9% | $6.51万 | 加仓 |
| MRK | MERCK & CO INC | $1,482.12万 | 13.94% | 115,340 | -69 | -0.1% | -$8,867 | 减仓 |