Whitaker-Myers Wealth Managers, LTD.
Mansfield OH · SEC CIK 0001973849
$5.02亿2026Q1 申报市值
108持仓数
51.6%前十大占比 · 第一大 7.8%
10 / 14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
VBIL 加仓+$277.95万
VOO 加仓+$242.97万
XLF 加仓+$227.26万
BG 新建仓+$226.65万
KO 新建仓+$221.57万
2026Q1 卖出最多 按季末市值估算
XLK 减仓-$229.48万
SHOP 清仓-$174.15万
APP 清仓-$168.99万
RDDT 清仓-$165.76万
ULTA 清仓-$160.21万
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 |
|---|---|---|---|---|---|---|---|---|
| SHOP | SHOPIFY INC | $0 | 0.00% | 0 | -10,819 | -100.0% | -$174.15万 | 清仓 |
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | -2,508 | -100.0% | -$168.99万 | 清仓 |
| RDDT | REDDIT INC | $0 | 0.00% | 0 | -7,211 | -100.0% | -$165.76万 | 清仓 |
| ULTA | ULTA BEAUTY INC | $0 | 0.00% | 0 | -2,648 | -100.0% | -$160.21万 | 清仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -3,051 | -100.0% | -$159.45万 | 清仓 |
| CCJ | CAMECO CORP | $0 | 0.00% | 0 | -17,337 | -100.0% | -$158.62万 | 清仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $0 | 0.00% | 0 | -5,689 | -100.0% | -$156.67万 | 清仓 |
| GLXY | GALAXY DIGITAL INC. | $0 | 0.00% | 0 | -69,132 | -100.0% | -$154.58万 | 清仓 |
| HOOD | ROBINHOOD MKTS INC | $0 | 0.00% | 0 | -13,473 | -100.0% | -$152.38万 | 清仓 |
| AU | ANGLOGOLD ASHANTI PLC | $0 | 0.00% | 0 | -17,500 | -100.0% | -$149.24万 | 清仓 |
| XLC | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -10,911 | -100.0% | -$128.45万 | 清仓 |
| VTI | VANGUARD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GS | GOLDMAN SACHS GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AMD | ADVANCED MICRO DEVICES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ETR | ENTERGY CORP NEW | $0 | 0.00% | 0 | -2,826 | -100.0% | -$26.12万 | 清仓 |
| SDY | SPDR SERIES TRUST | $0 | 0.00% | 0 | -1,475 | -100.0% | -$20.53万 | 清仓 |
| AXON | AXON ENTERPRISE INC | $0 | 0.00% | 0 | -353 | -100.0% | -$20.05万 | 清仓 |
| CAT | CATERPILLAR INC | $20.42万 | 0.04% | 288 | -100 | -25.8% | -$7.09万 | 减仓 |
| TPSC | TIMOTHY PLAN | $22.27万 | 0.04% | 5,247 | -105 | -2.0% | -$4,457 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $24.23万 | 0.05% | 1,823 | -17,267 | -90.5% | -$229.48万 | 减仓 |
| FDM | FIRST TR EXCHANGE-TRADED FD | $24.50万 | 0.05% | 2,984 | 173 | 6.2% | $1.42万 | 加仓 |
| EVSM | MORGAN STANLEY ETF TRUST | $24.82万 | 0.05% | 4,945 | 4,945 | — | $24.82万 | 新建仓 |
| DGRW | WISDOMTREE TR | $24.89万 | 0.05% | 2,833 | -18 | -0.6% | -$1,581 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $30.55万 | 0.06% | 470 | -14 | -2.9% | -$9,100 | 减仓 |
| ANET | ARISTA NETWORKS INC | $31.15万 | 0.06% | 2,537 | -344 | -11.9% | -$4.22万 | 减仓 |
| META | META PLATFORMS INC | $31.41万 | 0.06% | 549 | -70 | -11.3% | -$4.01万 | 减仓 |
| — | STRATEGY SHS | $32.08万 | 0.06% | 12,264 | 2,140 | 21.1% | $5.60万 | 加仓 |
| SIVR | ABRDN SILVER ETF TRUST | $33.06万 | 0.07% | 4,616 | -395 | -7.9% | -$2.83万 | 减仓 |
| DBAW | DBX ETF TR | $34.94万 | 0.07% | 8,185 | 197 | 2.5% | $8,410 | 加仓 |
| — | STRATEGY SHS | $35.06万 | 0.07% | 15,020 | 2,994 | 24.9% | $6.99万 | 加仓 |
| RWJ | INVESCO EXCH TRADED FD TR II | $35.08万 | 0.07% | 6,949 | -335 | -4.6% | -$1.69万 | 减仓 |
| ISMD | NORTHERN LTS FD TR IV | $35.15万 | 0.07% | 8,793 | 1,014 | 13.0% | $4.05万 | 加仓 |
| IJH | ISHARES TR | $36.14万 | 0.07% | 5,352 | -50 | -0.9% | -$3,376 | 减仓 |
| XMLV | INVESCO EXCH TRADED FD TR II | $37.90万 | 0.08% | 6,019 | -739 | -10.9% | -$4.65万 | 减仓 |
| CALF | PACER FDS TR | $38.82万 | 0.08% | 8,651 | -597 | -6.5% | -$2.68万 | 减仓 |
| VNLA | JANUS DETROIT STR TR | $39.31万 | 0.08% | 8,045 | 3,051 | 61.1% | $14.91万 | 加仓 |
| SLV | ISHARES SILVER TR | $42.85万 | 0.09% | 6,288 | -840 | -11.8% | -$5.72万 | 减仓 |
| NUE | NUCOR CORP | $44.32万 | 0.09% | 2,621 | 4 | 0.2% | $676 | 加仓 |
| GOOGL | ALPHABET INC | $45.22万 | 0.09% | 1,573 | 1 | 0.1% | $287 | 加仓 |
| GOOG | ALPHABET INC | $46.14万 | 0.09% | 1,608 | -117 | -6.8% | -$3.36万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $47.17万 | 0.09% | 1,080 | -5 | -0.5% | -$2,184 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $49.84万 | 0.10% | 12,640 | -1,835 | -12.7% | -$7.24万 | 减仓 |
| IMCG | ISHARES TR | $51.51万 | 0.10% | 6,540 | -135 | -2.0% | -$1.06万 | 减仓 |
| HAWX | ISHARES TR | $53.31万 | 0.11% | 13,036 | -1 | -0.0% | -$41 | 减仓 |
| PTL | NORTHERN LTS FD TR IV | $53.89万 | 0.11% | 2,151 | 321 | 17.5% | $8.04万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $61.60万 | 0.12% | 10,435 | 3,780 | 56.8% | $22.31万 | 加仓 |
| OUNZ | VANECK MERK GOLD ETF | $62.36万 | 0.12% | 13,842 | -645 | -4.5% | -$2.91万 | 减仓 |
| BIBL | NORTHERN LTS FD TR IV | $62.40万 | 0.12% | 13,234 | -210 | -1.6% | -$9,902 | 减仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $65.62万 | 0.13% | 6,348 | -236 | -3.6% | -$2.44万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $67.00万 | 0.13% | 6,065 | -346 | -5.4% | -$3.82万 | 减仓 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $72.94万 | 0.15% | 18,322 | -1,115 | -5.7% | -$4.44万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $75.23万 | 0.15% | 25,871 | -256 | -1.0% | -$7,445 | 减仓 |
| QQQ | INVESCO QQQ TR | $89.50万 | 0.18% | 1,551 | -279 | -15.2% | -$16.10万 | 减仓 |
| WWJD | NORTHERN LTS FD TR IV | $92.02万 | 0.18% | 24,612 | 1,795 | 7.9% | $6.71万 | 加仓 |
| NUV | NUVEEN MUN VALUE FD INC | $95.31万 | 0.19% | 106,023 | 58,686 | 124.0% | $52.76万 | 加仓 |
| RPM | RPM INTL INC | $99.13万 | 0.20% | 9,973 | 0 | 0.0% | — | 不变 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $108.25万 | 0.22% | 11,670 | -461 | -3.8% | -$4.28万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $115.46万 | 0.23% | 45,999 | -1,357 | -2.9% | -$3.41万 | 减仓 |
| EPI | WISDOMTREE TR | $116.14万 | 0.23% | 28,467 | -4,923 | -14.7% | -$20.09万 | 减仓 |
| MSFT | MICROSOFT CORP | $117.54万 | 0.23% | 3,175 | -348 | -9.9% | -$12.88万 | 减仓 |
| ITOT | ISHARES TR | $120.20万 | 0.24% | 8,439 | 115 | 1.4% | $1.64万 | 加仓 |
| COWZ | PACER FDS TR | $121.58万 | 0.24% | 19,434 | -5,635 | -22.5% | -$35.25万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $126.73万 | 0.25% | 4,308 | -87 | -2.0% | -$2.56万 | 减仓 |
| PTMC | PACER FDS TR | $129.69万 | 0.26% | 35,464 | -1,154 | -3.2% | -$4.22万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $131.69万 | 0.26% | 19,287 | -4,557 | -19.1% | -$31.12万 | 减仓 |
| PTIN | PACER FDS TR | $133.20万 | 0.27% | 40,959 | -2,180 | -5.1% | -$7.09万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $133.78万 | 0.27% | 21,838 | 21,838 | — | $133.78万 | 新建仓 |
| GRNY | TIDAL TRUST I | $144.07万 | 0.29% | 60,357 | 2,807 | 4.9% | $6.70万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $157.72万 | 0.31% | 33,536 | -3,855 | -10.3% | -$18.13万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $174.15万 | 0.35% | 13,881 | 4,317 | 45.1% | $54.16万 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $175.25万 | 0.35% | 4,613 | -314 | -6.4% | -$11.93万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $184.75万 | 0.37% | 4,433 | 708 | 19.0% | $29.51万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $184.78万 | 0.37% | 2,064 | 82 | 4.1% | $7.34万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $187.57万 | 0.37% | 14,324 | 1,226 | 9.4% | $16.05万 | 加仓 |
| CSX | CSX CORP | $193.55万 | 0.39% | 47,151 | 3,070 | 7.0% | $12.60万 | 加仓 |
| QXO | QXO INC | $193.94万 | 0.39% | 99,865 | 99,865 | — | $193.94万 | 新建仓 |
| FSLR | FIRST SOLAR INC | $194.08万 | 0.39% | 9,839 | 4,061 | 70.3% | $80.11万 | 加仓 |
| CLS | CELESTICA INC | $199.26万 | 0.40% | 7,074 | 1,678 | 31.1% | $47.27万 | 加仓 |
| — | ISHARES ETHEREUM TR | $200.13万 | 0.40% | 126,423 | 57,486 | 83.4% | $91.00万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $200.61万 | 0.40% | 14,394 | 14,394 | — | $200.61万 | 新建仓 |
| VST | VISTRA CORP | $205.70万 | 0.41% | 13,683 | 3,685 | 36.9% | $55.40万 | 加仓 |
| MTB | M & T BK CORP | $205.80万 | 0.41% | 9,955 | 9,955 | — | $205.80万 | 新建仓 |
| GEV | GE VERNOVA INC | $205.92万 | 0.41% | 2,359 | -206 | -8.0% | -$17.98万 | 减仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $206.66万 | 0.41% | 5,243 | 593 | 12.8% | $23.37万 | 加仓 |
| PWR | QUANTA SVCS INC | $206.82万 | 0.41% | 3,767 | -252 | -6.3% | -$13.84万 | 减仓 |
| — | VANECK ETF TRUST | $209.40万 | 0.42% | 34,633 | -2,894 | -7.7% | -$17.50万 | 减仓 |
| AMGN | AMGEN INC | $210.39万 | 0.42% | 5,979 | 5,979 | — | $210.39万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $210.79万 | 0.42% | 13,148 | 4,700 | 55.6% | $75.35万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $211.74万 | 0.42% | 7,000 | 7,000 | — | $211.74万 | 新建仓 |
| MRK | MERCK & CO INC | $212.90万 | 0.42% | 17,699 | 17,699 | — | $212.90万 | 新建仓 |
| WMT | WALMART INC | $216.98万 | 0.43% | 17,459 | 1,900 | 12.2% | $23.61万 | 加仓 |
| KO | COCA COLA CO | $221.57万 | 0.44% | 29,134 | 29,134 | — | $221.57万 | 新建仓 |
| BG | BUNGE GLOBAL SA | $226.65万 | 0.45% | 17,818 | 17,818 | — | $226.65万 | 新建仓 |
| ORCL | ORACLE CORP | $228.40万 | 0.46% | 15,526 | 6,008 | 63.1% | $88.38万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $234.28万 | 0.47% | 4,889 | 1,246 | 34.2% | $59.71万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $245.44万 | 0.49% | 14,073 | -275 | -1.9% | -$4.80万 | 减仓 |
| TSLA | TESLA INC | $245.80万 | 0.49% | 6,612 | 1,509 | 29.6% | $56.10万 | 加仓 |
| PTLC | PACER FDS TR | $253.34万 | 0.51% | 48,293 | -1,304 | -2.6% | -$6.84万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $253.64万 | 0.51% | 51,375 | 46,032 | 861.5% | $227.26万 | 加仓 |
| AAPL | APPLE INC | $254.00万 | 0.51% | 10,008 | -921 | -8.4% | -$23.37万 | 减仓 |