VIAWEALTH, LLC
Leawood KS · SEC CIK 0001965401
$1.99亿2026Q2 申报市值
167持仓数
28.6%前十大占比 · 第一大 5.5%
11 / 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
RSP 加仓+$91.39万
JAAA 加仓+$61.68万
ABT 新建仓+$61.52万
HONA 新建仓+$61.44万
WDAY 新建仓+$53.38万
2026Q2 卖出最多 按季末市值估算
FTLS 减仓-$179.97万
GOOGL 减仓-$71.83万
HON 减仓-$66.30万
MU 减仓-$38.09万
VLO 减仓-$35.55万
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 |
|---|---|---|---|---|---|---|---|---|
| CVX | CHEVRON CORPORATION | $82.90万 | 0.42% | 5,001 | -110 | -2.2% | -$1.82万 | 减仓 |
| FXZ | FIRST TR EXCHANGE-TRADED FD | $83.47万 | 0.42% | 10,507 | 6,311 | 150.4% | $50.13万 | 加仓 |
| SNOW | SNOWFLAKE INC | $84.37万 | 0.42% | 3,315 | -165 | -4.7% | -$4.20万 | 减仓 |
| PGR | PROGRESSIVE CORP | $86.70万 | 0.44% | 3,969 | 56 | 1.4% | $1.22万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $87.18万 | 0.44% | 4,345 | 1,172 | 36.9% | $23.51万 | 加仓 |
| VIOG | VANGUARD ADMIRAL FDS INC | $89.02万 | 0.45% | 5,802 | -111 | -1.9% | -$1.70万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $89.47万 | 0.45% | 12,557 | -27 | -0.2% | -$1,924 | 减仓 |
| VTI | VANGUARD INDEX FDS | $89.75万 | 0.45% | 2,426 | 89 | 3.8% | $3.29万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $90.05万 | 0.45% | 9,295 | 960 | 11.5% | $9.30万 | 加仓 |
| ASML | ASML HLDG NV | $91.71万 | 0.46% | 461 | -121 | -20.8% | -$24.07万 | 减仓 |
| HYS | PIMCO ETF TR | $91.77万 | 0.46% | 9,812 | -2,323 | -19.1% | -$21.73万 | 减仓 |
| AVGO | BROADCOM INC | $92.10万 | 0.46% | 2,438 | -74 | -2.9% | -$2.80万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $93.19万 | 0.47% | 1,325 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED | $97.79万 | 0.49% | 2,870 | -23 | -0.8% | -$7,837 | 减仓 |
| PG | PROCTER & GAMBLE CO | $100.29万 | 0.50% | 6,839 | -88 | -1.3% | -$1.29万 | 减仓 |
| WMB | WILLIAMS COS INC | $100.71万 | 0.51% | 13,547 | -78 | -0.6% | -$5,799 | 减仓 |
| NOW | SERVICENOW INC | $101.90万 | 0.51% | 10,264 | 2,017 | 24.5% | $20.02万 | 加仓 |
| COP | CONOCOPHILLIPS | $106.30万 | 0.53% | 10,225 | -533 | -5.0% | -$5.54万 | 减仓 |
| DE | DEERE & CO | $107.75万 | 0.54% | 1,699 | 1 | 0.1% | $634 | 加仓 |
| CASY | CASEYS GEN STORES INC | $107.77万 | 0.54% | 1,356 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $108.34万 | 0.54% | 1,865 | -210 | -10.1% | -$12.20万 | 减仓 |
| BA | BOEING CO | $109.09万 | 0.55% | 5,040 | -555 | -9.9% | -$12.01万 | 减仓 |
| IGV | ISHARES TR | $109.16万 | 0.55% | 12,049 | 2,768 | 29.8% | $25.08万 | 加仓 |
| ETR | ENTERGY CORP NEW | $109.22万 | 0.55% | 9,509 | -58 | -0.6% | -$6,662 | 减仓 |
| WMT | WALMART INC | $109.32万 | 0.55% | 9,652 | -40 | -0.4% | -$4,531 | 减仓 |
| CW | CURTISS WRIGHT CORP | $111.54万 | 0.56% | 1,472 | -37 | -2.5% | -$2.80万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $112.83万 | 0.57% | 13,099 | -485 | -3.6% | -$4.18万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $115.61万 | 0.58% | 2,680 | -509 | -16.0% | -$21.96万 | 减仓 |
| MDT | MEDTRONIC PLC | $117.70万 | 0.59% | 15,046 | -2,404 | -13.8% | -$18.81万 | 减仓 |
| HD | HOME DEPOT INC | $120.45万 | 0.61% | 3,415 | 53 | 1.6% | $1.87万 | 加仓 |
| BX | BLACKSTONE INC | $127.54万 | 0.64% | 10,839 | 2,099 | 24.0% | $24.70万 | 加仓 |
| CSCO | CISCO SYS INC | $137.82万 | 0.69% | 11,733 | -65 | -0.6% | -$7,635 | 减仓 |
| LQD | ISHARES TR | $142.86万 | 0.72% | 13,098 | -1,164 | -8.2% | -$12.70万 | 减仓 |
| MINO | PIMCO ETF TR | $147.26万 | 0.74% | 32,182 | -868 | -2.6% | -$3.97万 | 减仓 |
| ORCL | ORACLE CORP | $147.97万 | 0.74% | 10,097 | -239 | -2.3% | -$3.50万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $160.19万 | 0.81% | 4,894 | -49 | -1.0% | -$1.60万 | 减仓 |
| META | META PLATFORMS INC | $162.05万 | 0.82% | 2,877 | 637 | 28.4% | $35.88万 | 加仓 |
| TSLA | TESLA INC | $170.64万 | 0.86% | 4,057 | 1 | 0.0% | $421 | 加仓 |
| GLD | SPDR GOLD TR | $176.20万 | 0.89% | 4,783 | 1,060 | 28.5% | $39.05万 | 加仓 |
| VO | VANGUARD INDEX FDS | $192.06万 | 0.97% | 23,837 | -47 | -0.2% | -$3,787 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $192.15万 | 0.97% | 3,840 | -1 | -0.0% | -$500 | 减仓 |
| USB | US BANCORP | $206.43万 | 1.04% | 34,178 | -398 | -1.2% | -$2.40万 | 减仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $211.11万 | 1.06% | 41,524 | 1,677 | 4.2% | $8.53万 | 加仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $212.11万 | 1.07% | 28,742 | -24,386 | -45.9% | -$179.97万 | 减仓 |
| AMAT | APPLIED MATLS INC | $212.27万 | 1.07% | 2,936 | -3 | -0.1% | -$2,169 | 减仓 |
| ANET | ARISTA NETWORKS INC | $214.61万 | 1.08% | 12,633 | -235 | -1.8% | -$3.99万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $215.62万 | 1.08% | 67,997 | 515 | 0.8% | $1.63万 | 加仓 |
| IQLT | ISHARES TR | $216.81万 | 1.09% | 43,755 | 1,710 | 4.1% | $8.47万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $223.27万 | 1.12% | 6,547 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $238.36万 | 1.20% | 6,582 | 8 | 0.1% | $2,897 | 加仓 |
| JMBS | JANUS DETROIT STR TR | $243.05万 | 1.22% | 54,024 | -4,806 | -8.2% | -$21.62万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $246.56万 | 1.24% | 59,085 | 2,259 | 4.0% | $9.43万 | 加仓 |
| EXI | ISHARES TR | $251.36万 | 1.26% | 12,537 | 620 | 5.2% | $12.43万 | 加仓 |
| IJR | ISHARES TR | $256.13万 | 1.29% | 17,270 | -51 | -0.3% | -$7,564 | 减仓 |
| IXJ | ISHARES TR | $259.83万 | 1.31% | 26,411 | 3,492 | 15.2% | $34.35万 | 加仓 |
| MUNI | PIMCO ETF TR | $262.13万 | 1.32% | 49,835 | -1,396 | -2.7% | -$7.34万 | 减仓 |
| BAC | BANK OF AMER CORP | $269.08万 | 1.35% | 47,224 | -54 | -0.1% | -$3,077 | 减仓 |
| VLO | VALERO ENERGY CORP | $279.48万 | 1.41% | 10,731 | -1,365 | -11.3% | -$35.55万 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $292.02万 | 1.47% | 21,915 | -1,564 | -6.7% | -$20.84万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $308.48万 | 1.55% | 7,422 | 65 | 0.9% | $2.70万 | 加仓 |
| AMZN | AMAZON COM INC | $352.81万 | 1.77% | 14,803 | -357 | -2.4% | -$8.51万 | 减仓 |
| ABBV | ABBVIE INC | $352.91万 | 1.78% | 14,024 | 706 | 5.3% | $17.77万 | 加仓 |
| GGG | GRACO INC | $399.19万 | 2.01% | 52,795 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $405.17万 | 2.04% | 11,338 | -2,010 | -15.1% | -$71.83万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $511.81万 | 2.57% | 61,925 | -2,673 | -4.1% | -$22.09万 | 减仓 |
| AAPL | APPLE INC | $513.56万 | 2.58% | 17,748 | -166 | -0.9% | -$4.80万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $541.13万 | 2.72% | 25,432 | 4,295 | 20.3% | $91.39万 | 加仓 |
| MSFT | MICROSOFT CORP | $567.60万 | 2.86% | 15,216 | 68 | 0.4% | $2.54万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $636.62万 | 3.20% | 126,089 | 12,217 | 10.7% | $61.68万 | 加仓 |
| NOBL | PROSHARES TR | $667.18万 | 3.36% | 118,800 | -4,124 | -3.4% | -$23.16万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,099.09万 | 5.53% | 54,930 | -786 | -1.4% | -$15.73万 | 减仓 |