VIAWEALTH, LLC
Leawood KS · SEC CIK 0001965401
$1.80亿2026Q1 申报市值
159持仓数
29.8%前十大占比 · 第一大 5.4%
13 / 8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
EXI 新建仓+$215.72万
IXJ 加仓+$104.67万
NOW 新建仓+$86.22万
IGV 新建仓+$74.29万
BA 加仓+$62.83万
2026Q1 卖出最多 按季末市值估算
BURL 清仓-$106.33万
DELL 减仓-$89.47万
FTLS 减仓-$60.55万
JMBS 减仓-$57.68万
QCOM 减仓-$39.29万
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 |
|---|---|---|---|---|---|---|---|---|
| BURL | BURLINGTON STORES INC | $0 | 0.00% | 0 | -3,681 | -100.0% | -$106.33万 | 清仓 |
| HSY | HERSHEY CO | $0 | 0.00% | 0 | -1,690 | -100.0% | -$30.75万 | 清仓 |
| MKC | MCCORMICK & CO INC | $0 | 0.00% | 0 | -4,392 | -100.0% | -$29.91万 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -4,980 | -100.0% | -$29.07万 | 清仓 |
| IEO | ISHARES TR | $0 | 0.00% | 0 | -2,782 | -100.0% | -$24.84万 | 清仓 |
| TTD | THE TRADE DESK INC | $0 | 0.00% | 0 | -5,690 | -100.0% | -$21.60万 | 清仓 |
| BDX | BECTON DICKINSON & CO | $0 | 0.00% | 0 | -1,093 | -100.0% | -$21.21万 | 清仓 |
| NVO | NOVO-NORDISK A S | $0 | 0.00% | 0 | -4,036 | -100.0% | -$20.54万 | 清仓 |
| CIBR | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SOUN | SOUNDHOUND AI INC | $7.90万 | 0.04% | 11,500 | -1,950 | -14.5% | -$1.34万 | 重新持有 |
| MBLY | MOBILEYE GLOBAL INC | $8.86万 | 0.05% | 12,900 | 1,600 | 14.2% | $1.10万 | 加仓 |
| SERV | SERVE ROBOTICS INC | $11.52万 | 0.06% | 13,650 | 13,650 | — | $11.52万 | 新建仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $20.12万 | 0.11% | 2,946 | 8 | 0.3% | $546 | 加仓 |
| AMT | AMERICAN TOWER CORP | $20.52万 | 0.11% | 1,189 | -397 | -25.0% | -$6.85万 | 重新持有 |
| FIS | FIDELITY NATL INFORMATION SV | $21.41万 | 0.12% | 4,563 | 42 | 0.9% | $1,970 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $21.60万 | 0.12% | 3,959 | 9 | 0.2% | $491 | 加仓 |
| KFY | KORN FERRY | $21.88万 | 0.12% | 3,475 | 3,475 | — | $21.88万 | 新建仓 |
| SON | SONOCO PRODS CO | $21.98万 | 0.12% | 4,064 | -705 | -14.8% | -$3.81万 | 重新持有 |
| CCJ | CAMECO CORP | $21.99万 | 0.12% | 2,025 | 2,025 | — | $21.99万 | 新建仓 |
| UHAL/B | U HAUL HOLDING COMPANY | $22.92万 | 0.13% | 5,131 | 76 | 1.5% | $3,395 | 加仓 |
| DIS | DISNEY WALT CO | $22.93万 | 0.13% | 2,379 | -128 | -5.1% | -$1.23万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $22.98万 | 0.13% | 680 | 0 | 0.0% | — | 不变 |
| MGA | MAGNA INTL INC | $23.11万 | 0.13% | 4,141 | -2,338 | -36.1% | -$13.05万 | 减仓 |
| IWO | ISHARES TR | $24.41万 | 0.14% | 778 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $25.42万 | 0.14% | 736 | 1 | 0.1% | $345 | 加仓 |
| IWM | ISHARES TR | $25.82万 | 0.14% | 1,041 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $25.96万 | 0.14% | 859 | 79 | 10.1% | $2.39万 | 加仓 |
| ET | ENERGY TRANSFER L P | $26.09万 | 0.15% | 13,520 | -450 | -3.2% | -$8,685 | 减仓 |
| GOOG | ALPHABET INC | $27.48万 | 0.15% | 958 | 239 | 33.2% | $6.86万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $27.92万 | 0.16% | 1,909 | 150 | 8.5% | $2.19万 | 加仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $28.68万 | 0.16% | 4,595 | 1,168 | 34.1% | $7.29万 | 加仓 |
| — | PUTNAM ETF TRUST | $28.78万 | 0.16% | 32,971 | 32,971 | — | $28.78万 | 新建仓 |
| INMU | BLACKROCK ETF TRUST II | $29.01万 | 0.16% | 12,134 | 12,134 | — | $29.01万 | 新建仓 |
| FANG | DIAMONDBACK ENERGY INC | $29.96万 | 0.17% | 1,515 | -253 | -14.3% | -$5.00万 | 减仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $30.30万 | 0.17% | 3,883 | 63 | 1.6% | $4,916 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $31.16万 | 0.17% | 1,534 | 62 | 4.2% | $1.26万 | 加仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $31.67万 | 0.18% | 16,671 | -148 | -0.9% | -$2,812 | 减仓 |
| XYZ | BLOCK INC | $31.90万 | 0.18% | 5,300 | 443 | 9.1% | $2.67万 | 加仓 |
| FXZ | FIRST TR EXCHANGE-TRADED FD | $31.98万 | 0.18% | 4,196 | 4,196 | — | $31.98万 | 新建仓 |
| PSX | PHILLIPS 66 | $32.67万 | 0.18% | 1,793 | 1 | 0.1% | $182 | 加仓 |
| AVY | AVERY DENNISON CORP | $32.95万 | 0.18% | 1,908 | 87 | 4.8% | $1.50万 | 加仓 |
| CSX | CSX CORP | $33.95万 | 0.19% | 8,271 | -168 | -2.0% | -$6,896 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $34.97万 | 0.19% | 1,035 | 1,035 | — | $34.97万 | 新建仓 |
| NVS | NOVARTIS AG | $35.15万 | 0.20% | 2,301 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $35.79万 | 0.20% | 550 | 0 | 0.0% | — | 不变 |
| APA | APA CORPORATION | $35.91万 | 0.20% | 8,461 | -458 | -5.1% | -$1.94万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $36.13万 | 0.20% | 1,822 | 822 | 82.2% | $16.30万 | 加仓 |
| GSK | GSK PLC | $37.17万 | 0.21% | 6,735 | -1 | -0.0% | -$55 | 减仓 |
| LKQ | LKQ CORP | $37.79万 | 0.21% | 12,866 | 191 | 1.5% | $5,610 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $37.79万 | 0.21% | 3,409 | 0 | 0.0% | — | 不变 |
| MXI | ISHARES TR | $38.98万 | 0.22% | 3,669 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $40.17万 | 0.22% | 1,748 | 13 | 0.7% | $2,987 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $40.31万 | 0.22% | 820 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $41.06万 | 0.23% | 412 | 13 | 3.3% | $1.30万 | 加仓 |
| MRK | MERCK & CO INC | $41.18万 | 0.23% | 3,423 | -3 | -0.1% | -$361 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $42.21万 | 0.23% | 2,075 | 125 | 6.4% | $2.54万 | 加仓 |
| MMM | 3M CO | $42.72万 | 0.24% | 2,942 | 8 | 0.3% | $1,162 | 加仓 |
| CRWV | COREWEAVE INC | $43.07万 | 0.24% | 5,560 | 5,560 | — | $43.07万 | 新建仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $43.10万 | 0.24% | 27,539 | -484 | -1.7% | -$7,575 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $43.22万 | 0.24% | 511 | 2 | 0.4% | $1,692 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $43.53万 | 0.24% | 3,275 | -135 | -4.0% | -$1.79万 | 减仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $44.72万 | 0.25% | 3,895 | 0 | 0.0% | — | 不变 |
| CP | CANADIAN PACIFIC KANSAS CITY | $46.57万 | 0.26% | 5,921 | -27 | -0.5% | -$2,124 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $47.07万 | 0.26% | 6,544 | -125 | -1.9% | -$8,991 | 减仓 |
| QUAL | ISHARES TR | $47.95万 | 0.27% | 2,500 | -39 | -1.5% | -$7,480 | 减仓 |
| MS | MORGAN STANLEY | $49.83万 | 0.28% | 3,028 | -50 | -1.6% | -$8,228 | 减仓 |
| PNW | PINNACLE WEST CAP CORP | $50.09万 | 0.28% | 4,972 | 46 | 0.9% | $4,634 | 加仓 |
| FCN | FTI CONSULTING INC | $50.24万 | 0.28% | 2,842 | -250 | -8.1% | -$4.42万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $50.73万 | 0.28% | 4,553 | 4,553 | — | $50.73万 | 新建仓 |
| OC | OWENS CORNING NEW | $51.61万 | 0.29% | 4,769 | 2,206 | 86.1% | $23.87万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $52.33万 | 0.29% | 3,189 | -5,452 | -63.1% | -$89.47万 | 减仓 |
| SNOW | SNOWFLAKE INC | $52.49万 | 0.29% | 3,480 | 540 | 18.4% | $8.14万 | 加仓 |
| IWP | ISHARES TR | $54.27万 | 0.30% | 4,236 | 0 | 0.0% | — | 不变 |
| — | MORGAN STANLEY ETF TRUST | $55.45万 | 0.31% | 10,677 | 10,677 | — | $55.45万 | 新建仓 |
| LLY | ELI LILLY & CO | $56.22万 | 0.31% | 611 | 76 | 14.2% | $6.99万 | 加仓 |
| KO | COCA COLA CO | $56.47万 | 0.31% | 7,426 | 38 | 0.5% | $2,890 | 加仓 |
| VTR | VENTAS INC | $56.76万 | 0.32% | 6,941 | -818 | -10.5% | -$6.69万 | 减仓 |
| MCD | MCDONALDS CORP | $57.15万 | 0.32% | 1,839 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $57.89万 | 0.32% | 3,173 | 1,107 | 53.6% | $20.20万 | 加仓 |
| ETN | EATON CORP PLC | $58.23万 | 0.32% | 1,628 | 0 | 0.0% | — | 不变 |
| LH | LABCORP HOLDINGS INC | $59.66万 | 0.33% | 2,236 | -21 | -0.9% | -$5,603 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $60.96万 | 0.34% | 2,494 | -8 | -0.3% | -$1,956 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW | $61.96万 | 0.34% | 23,723 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $62.20万 | 0.35% | 4,830 | -3,051 | -38.7% | -$39.29万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $62.23万 | 0.35% | 7,016 | -1,541 | -18.0% | -$13.67万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $64.09万 | 0.36% | 24,085 | -7,134 | -22.9% | -$18.98万 | 减仓 |
| SLB | SLB LIMITED | $65.66万 | 0.37% | 12,777 | 93 | 0.7% | $4,779 | 加仓 |
| FIVE | FIVE BELOW INC | $68.54万 | 0.38% | 3,000 | -1,100 | -26.8% | -$25.13万 | 减仓 |
| SO | SOUTHERN CO | $69.73万 | 0.39% | 7,224 | 98 | 1.4% | $9,459 | 加仓 |
| IWR | ISHARES TR | $71.48万 | 0.40% | 7,352 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $72.44万 | 0.40% | 5,529 | -47 | -0.8% | -$6,158 | 减仓 |
| ENB | ENBRIDGE INC | $72.62万 | 0.40% | 13,414 | 45 | 0.3% | $2,436 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $72.74万 | 0.40% | 7,740 | 0 | 0.0% | — | 不变 |
| VIOG | VANGUARD ADMIRAL FDS INC | $73.59万 | 0.41% | 5,913 | -109 | -1.8% | -$1.36万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $73.66万 | 0.41% | 10,071 | 3 | 0.0% | $219 | 加仓 |
| IGV | ISHARES TR | $74.29万 | 0.41% | 9,281 | 9,281 | — | $74.29万 | 新建仓 |
| SHOP | SHOPIFY INC | $74.52万 | 0.41% | 6,282 | -190 | -2.9% | -$2.25万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $74.98万 | 0.42% | 2,337 | 45 | 2.0% | $1.44万 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $75.36万 | 0.42% | 4,380 | -235 | -5.1% | -$4.04万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $75.41万 | 0.42% | 4,561 | 29 | 0.6% | $4,795 | 加仓 |