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 |
|---|---|---|---|---|---|---|---|---|
| VGSH | VANGUARD SCOTTSDALE FDS | $76.08万 | 0.42% | 12,996 | -859 | -6.2% | -$5.03万 | 减仓 |
| ASML | ASML HLDG NV | $76.87万 | 0.43% | 582 | -19 | -3.2% | -$2.51万 | 减仓 |
| PGR | PROGRESSIVE CORP | $77.57万 | 0.43% | 3,913 | -30 | -0.8% | -$5,947 | 减仓 |
| AVGO | BROADCOM INC | $77.75万 | 0.43% | 2,512 | 251 | 11.1% | $7.77万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $77.78万 | 0.43% | 8,335 | 74 | 0.9% | $6,906 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $80.64万 | 0.45% | 12,584 | 34 | 0.3% | $2,179 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $81.72万 | 0.45% | 1,325 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $86.22万 | 0.48% | 8,247 | 8,247 | — | $86.22万 | 新建仓 |
| CRM | SALESFORCE INC | $87.44万 | 0.49% | 4,684 | -487 | -9.4% | -$9.09万 | 减仓 |
| CSCO | CISCO SYS INC | $91.54万 | 0.51% | 11,798 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD SWITZ | $94.29万 | 0.52% | 2,893 | 7 | 0.2% | $2,282 | 加仓 |
| DE | DEERE & CO | $95.64万 | 0.53% | 1,698 | 7 | 0.4% | $3,943 | 加仓 |
| CASY | CASEYS GEN STORES INC | $98.70万 | 0.55% | 1,356 | -26 | -1.9% | -$1.89万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $98.88万 | 0.55% | 2,264 | -178 | -7.3% | -$7.77万 | 减仓 |
| WMB | WILLIAMS COS INC | $99.16万 | 0.55% | 13,625 | -4 | -0.0% | -$291 | 减仓 |
| PG | PROCTER & GAMBLE CO | $100.05万 | 0.56% | 6,927 | -222 | -3.1% | -$3.21万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $100.08万 | 0.56% | 4,653 | -626 | -11.9% | -$13.46万 | 减仓 |
| AMAT | APPLIED MATLS INC | $100.45万 | 0.56% | 2,939 | -633 | -17.7% | -$21.64万 | 减仓 |
| BX | BLACKSTONE INC | $100.51万 | 0.56% | 8,740 | 3,806 | 77.1% | $43.77万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $102.78万 | 0.57% | 1,509 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $102.78万 | 0.57% | 10,690 | -239 | -2.2% | -$2.30万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $104.96万 | 0.58% | 6,547 | 236 | 3.7% | $3.78万 | 加仓 |
| CVX | CHEVRON CORPORATION | $105.74万 | 0.59% | 5,111 | 25 | 0.5% | $5,172 | 加仓 |
| ETR | ENTERGY CORP NEW | $107.49万 | 0.60% | 9,567 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $110.56万 | 0.62% | 3,362 | -40 | -1.2% | -$1.32万 | 减仓 |
| BA | BOEING CO | $111.35万 | 0.62% | 5,595 | 3,157 | 129.5% | $62.83万 | 加仓 |
| HYS | PIMCO ETF TR | $113.19万 | 0.63% | 12,135 | 130 | 1.1% | $1.21万 | 加仓 |
| WMT | WALMART INC | $120.46万 | 0.67% | 9,692 | -1,165 | -10.7% | -$14.48万 | 减仓 |
| META | META PLATFORMS INC | $128.15万 | 0.71% | 2,240 | 346 | 18.3% | $19.79万 | 加仓 |
| — | HONEYWELL INTL INC | $129.74万 | 0.72% | 5,740 | 1 | 0.0% | $226 | 加仓 |
| COP | CONOCOPHILLIPS | $142.01万 | 0.79% | 10,758 | -150 | -1.4% | -$1.98万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $145.40万 | 0.81% | 4,943 | 6 | 0.1% | $1,765 | 加仓 |
| MINO | PIMCO ETF TR | $149.29万 | 0.83% | 33,050 | -4,638 | -12.3% | -$20.95万 | 减仓 |
| TSLA | TESLA INC | $150.78万 | 0.84% | 4,056 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $151.20万 | 0.84% | 17,450 | -500 | -2.8% | -$4.33万 | 减仓 |
| ORCL | ORACLE CORP | $152.05万 | 0.85% | 10,336 | 3,937 | 61.5% | $57.92万 | 加仓 |
| LQD | ISHARES TR | $155.44万 | 0.87% | 14,262 | -2,096 | -12.8% | -$22.84万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $157.99万 | 0.88% | 12,868 | -50 | -0.4% | -$6,139 | 减仓 |
| GLD | SPDR GOLD TR | $160.20万 | 0.89% | 3,723 | 110 | 3.0% | $4.73万 | 加仓 |
| VO | VANGUARD INDEX FDS | $171.49万 | 0.95% | 5,971 | -11 | -0.2% | -$3,159 | 减仓 |
| USB | US BANCORP | $179.83万 | 1.00% | 34,576 | -236 | -0.7% | -$1.23万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $184.06万 | 1.02% | 3,841 | 10 | 0.3% | $4,792 | 加仓 |
| IQLT | ISHARES TR | $194.37万 | 1.08% | 42,045 | 5,860 | 16.2% | $27.09万 | 加仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $197.68万 | 1.10% | 39,847 | 2,808 | 7.6% | $13.93万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $199.06万 | 1.11% | 7,357 | 278 | 3.9% | $7.52万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $207.04万 | 1.15% | 67,482 | 216 | 0.3% | $6,627 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $208.89万 | 1.16% | 56,826 | -379 | -0.7% | -$1.39万 | 减仓 |
| IXJ | ISHARES TR | $214.39万 | 1.19% | 22,919 | 11,190 | 95.4% | $104.67万 | 加仓 |
| IJR | ISHARES TR | $215.32万 | 1.20% | 17,321 | 3 | 0.0% | $373 | 加仓 |
| EXI | ISHARES TR | $215.72万 | 1.20% | 11,917 | 11,917 | — | $215.72万 | 新建仓 |
| BAC | BANK AMERICA CORP | $230.48万 | 1.28% | 47,278 | -1,005 | -2.1% | -$4.90万 | 减仓 |
| AMGN | AMGEN INC | $231.32万 | 1.29% | 6,574 | 9 | 0.1% | $3,167 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $260.10万 | 1.45% | 23,479 | -152 | -0.6% | -$1.68万 | 减仓 |
| JMBS | JANUS DETROIT STR TR | $265.80万 | 1.48% | 58,830 | -12,767 | -17.8% | -$57.68万 | 减仓 |
| MUNI | PIMCO ETF TR | $267.38万 | 1.49% | 51,231 | 625 | 1.2% | $3.26万 | 加仓 |
| ABBV | ABBVIE INC | $289.66万 | 1.61% | 13,318 | 34 | 0.3% | $7,395 | 加仓 |
| VLO | VALERO ENERGY CORP | $298.87万 | 1.66% | 12,096 | -463 | -3.7% | -$11.44万 | 减仓 |
| AMZN | AMAZON COM INC | $315.74万 | 1.76% | 15,160 | -273 | -1.8% | -$5.69万 | 减仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $373.81万 | 2.08% | 53,128 | -8,606 | -13.9% | -$60.55万 | 减仓 |
| GOOGL | ALPHABET INC | $383.85万 | 2.14% | 13,348 | -651 | -4.7% | -$18.72万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $405.66万 | 2.26% | 21,137 | 372 | 1.8% | $7.14万 | 加仓 |
| GGG | GRACO INC | $446.91万 | 2.49% | 52,795 | -400 | -0.8% | -$3.39万 | 减仓 |
| AAPL | APPLE INC | $454.63万 | 2.53% | 17,914 | 341 | 1.9% | $8.65万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $534.55万 | 2.98% | 64,598 | -2,343 | -3.5% | -$19.39万 | 减仓 |
| MSFT | MICROSOFT CORP | $560.73万 | 3.12% | 15,148 | 252 | 1.7% | $9.33万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $573.57万 | 3.19% | 113,872 | 5,763 | 5.3% | $29.03万 | 加仓 |
| NOBL | PROSHARES TR | $651.56万 | 3.63% | 61,462 | 283 | 0.5% | $3.00万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $971.70万 | 5.41% | 55,716 | -1,192 | -2.1% | -$20.79万 | 减仓 |