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 |
|---|---|---|---|---|---|---|---|---|
| ANET | ARISTA NETWORKS INC | $31.15万 | 0.06% | 2,537 | -344 | -11.9% | -$4.22万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $30.55万 | 0.06% | 470 | -14 | -2.9% | -$9,100 | 减仓 |
| DGRW | WISDOMTREE TR | $24.89万 | 0.05% | 2,833 | -18 | -0.6% | -$1,581 | 减仓 |
| EVSM | MORGAN STANLEY ETF TRUST | $24.82万 | 0.05% | 4,945 | 4,945 | — | $24.82万 | 新建仓 |
| FDM | FIRST TR EXCHANGE-TRADED FD | $24.50万 | 0.05% | 2,984 | 173 | 6.2% | $1.42万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $24.23万 | 0.05% | 1,823 | -17,267 | -90.5% | -$229.48万 | 减仓 |
| TPSC | TIMOTHY PLAN | $22.27万 | 0.04% | 5,247 | -105 | -2.0% | -$4,457 | 减仓 |
| CAT | CATERPILLAR INC | $20.42万 | 0.04% | 288 | -100 | -25.8% | -$7.09万 | 减仓 |
| 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 |