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 |
|---|---|---|---|---|---|---|---|---|
| ABT | ABBOTT LABORATORIES | $61.52万 | 0.31% | 6,779 | 6,779 | — | $61.52万 | 新建仓 |
| HONA | HONEYWELL AEROSPACE INC | $61.44万 | 0.31% | 2,779 | 2,779 | — | $61.44万 | 新建仓 |
| VTR | VENTAS INC | $60.88万 | 0.31% | 6,856 | -85 | -1.2% | -$7,548 | 减仓 |
| KO | COCA COLA CO | $60.37万 | 0.30% | 7,428 | 2 | 0.0% | $163 | 加仓 |
| SLB | SLB LIMITED | $56.50万 | 0.28% | 12,154 | -623 | -4.9% | -$2.90万 | 减仓 |
| QUAL | ISHARES TR | $54.92万 | 0.28% | 2,503 | 3 | 0.1% | $658 | 加仓 |
| CRWV | COREWEAVE INC | $53.95万 | 0.27% | 5,420 | -140 | -2.5% | -$1.39万 | 减仓 |
| WDAY | WORKDAY INC | $53.38万 | 0.27% | 4,360 | 4,360 | — | $53.38万 | 新建仓 |
| PNW | PINNACLE WEST CAP CORP | $53.20万 | 0.27% | 4,972 | 0 | 0.0% | — | 不变 |
| VIOO | VANGUARD ADMIRAL FDS INC | $51.99万 | 0.26% | 3,780 | -115 | -3.0% | -$1.58万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $51.31万 | 0.26% | 5,921 | 0 | 0.0% | — | 不变 |
| FIVE | FIVE BELOW INC | $51.24万 | 0.26% | 2,850 | -150 | -5.0% | -$2.70万 | 减仓 |
| — | MORGAN STANLEY ETF TRUST | $50.23万 | 0.25% | 9,609 | -1,068 | -10.0% | -$5.58万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $49.22万 | 0.25% | 487 | -24 | -4.7% | -$2.43万 | 减仓 |
| GIS | GENERAL MILLS INC | $48.53万 | 0.24% | 13,945 | 13,945 | — | $48.53万 | 新建仓 |
| MMM | 3M CO | $47.75万 | 0.24% | 2,949 | 7 | 0.2% | $1,134 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $47.22万 | 0.24% | 6,544 | 0 | 0.0% | — | 不变 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $46.74万 | 0.24% | 5,767 | 2,821 | 95.8% | $22.87万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $45.48万 | 0.23% | 25,651 | -1,888 | -6.9% | -$3.35万 | 减仓 |
| MRK | MERCK & CO INC | $43.99万 | 0.22% | 3,423 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $41.11万 | 0.21% | 820 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $41.11万 | 0.21% | 550 | 0 | 0.0% | — | 不变 |
| MXI | ISHARES TR | $40.29万 | 0.20% | 3,807 | 138 | 3.8% | $1.46万 | 加仓 |
| XYZ | BLOCK INC | $39.37万 | 0.20% | 5,180 | -120 | -2.3% | -$9,120 | 减仓 |
| CSX | CSX CORP | $39.31万 | 0.20% | 8,271 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $39.31万 | 0.20% | 420 | 8 | 1.9% | $7,487 | 加仓 |
| CRM | SALESFORCE INC | $38.96万 | 0.20% | 2,487 | -2,197 | -46.9% | -$34.41万 | 减仓 |
| WM | WASTE MGMT INC DEL | $38.20万 | 0.19% | 1,714 | -34 | -1.9% | -$7,578 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $36.52万 | 0.18% | 3,409 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $35.67万 | 0.18% | 2,276 | -25 | -1.1% | -$3,918 | 减仓 |
| GSK | GSK PLC | $35.32万 | 0.18% | 6,738 | 3 | 0.0% | $157 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $34.51万 | 0.17% | 8,085 | 8,085 | — | $34.51万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $34.46万 | 0.17% | 1,539 | 5 | 0.3% | $1,120 | 加仓 |
| LKQ | LKQ CORP | $33.88万 | 0.17% | 12,866 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $32.79万 | 0.16% | 928 | -30 | -3.1% | -$1.06万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $32.47万 | 0.16% | 680 | 0 | 0.0% | — | 不变 |
| FCN | FTI CONSULTING INC | $31.77万 | 0.16% | 2,132 | -710 | -25.0% | -$10.58万 | 减仓 |
| IWM | ISHARES TR | $31.28万 | 0.16% | 1,041 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $30.65万 | 0.15% | 778 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $30.34万 | 0.15% | 1,795 | 2 | 0.1% | $338 | 加仓 |
| AVY | AVERY DENNISON CORP | $30.10万 | 0.15% | 1,854 | -54 | -2.8% | -$8,767 | 减仓 |
| INMU | BLACKROCK ETF TRUST II | $29.67万 | 0.15% | 12,234 | 100 | 0.8% | $2,425 | 加仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $29.61万 | 0.15% | 4,595 | 0 | 0.0% | — | 不变 |
| UHAL/B | U HAUL HOLDING COMPANY | $29.61万 | 0.15% | 5,131 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $29.46万 | 0.15% | 859 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $28.66万 | 0.14% | 2,666 | 2,666 | — | $28.66万 | 新建仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $28.62万 | 0.14% | 3,185 | 355 | 12.5% | $3.19万 | 重新持有 |
| APA | APA CORPORATION | $27.73万 | 0.14% | 8,515 | 54 | 0.6% | $1,759 | 加仓 |
| MGA | MAGNA INTL INC | $26.97万 | 0.14% | 4,108 | -33 | -0.8% | -$2,167 | 减仓 |
| ET | ENERGY TRANSFER L P | $25.89万 | 0.13% | 13,539 | 19 | 0.1% | $363 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $25.80万 | 0.13% | 1,468 | -47 | -3.1% | -$8,259 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $25.45万 | 0.13% | 2,181 | 272 | 14.2% | $3.17万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $24.38万 | 0.12% | 3,981 | 22 | 0.6% | $1,347 | 加仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $23.01万 | 0.12% | 3,793 | -90 | -2.3% | -$5,460 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $22.84万 | 0.11% | 980 | 980 | — | $22.84万 | 新建仓 |
| — | PUTNAM ETF TRUST | $22.71万 | 0.11% | 25,470 | -7,501 | -22.8% | -$6.69万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $22.67万 | 0.11% | 1,822 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $22.44万 | 0.11% | 2,331 | -48 | -2.0% | -$4,620 | 减仓 |
| LRCX | LAM RESEARCH CORP | $21.62万 | 0.11% | 499 | 499 | — | $21.62万 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $21.44万 | 0.11% | 738 | 2 | 0.3% | $581 | 加仓 |
| SON | SONOCO PRODS CO | $21.34万 | 0.11% | 3,787 | -277 | -6.8% | -$1.56万 | 减仓 |
| TPG | TPG INC | $21.13万 | 0.11% | 5,212 | 5,212 | — | $21.13万 | 新建仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $20.75万 | 0.10% | 620 | 620 | — | $20.75万 | 新建仓 |
| BUG | GLOBAL X FDS | $20.66万 | 0.10% | 5,410 | 5,410 | — | $20.66万 | 新建仓 |
| MBLY | MOBILEYE GLOBAL INC | $13.75万 | 0.07% | 14,200 | 1,300 | 10.1% | $1.26万 | 加仓 |
| SERV | SERVE ROBOTICS INC | $13.16万 | 0.07% | 20,000 | 6,350 | 46.5% | $4.18万 | 加仓 |
| SOUN | SOUNDHOUND AI INC | $10.93万 | 0.06% | 16,900 | 5,400 | 47.0% | $3.49万 | 加仓 |
| CCJ | CAMECO CORP | $0 | 0.00% | 0 | -2,025 | -100.0% | -$21.99万 | 清仓 |
| KFY | KORN FERRY | $0 | 0.00% | 0 | -3,475 | -100.0% | -$21.88万 | 清仓 |
| FIS | FIDELITY NATL INFORMATION SV | $0 | 0.00% | 0 | -4,563 | -100.0% | -$21.41万 | 清仓 |
| AMT | AMERICAN TOWER CORP | $0 | 0.00% | 0 | -1,189 | -100.0% | -$20.52万 | 清仓 |