Whitaker-Myers Wealth Managers, LTD.
Mansfield OH · SEC CIK 0001973849
$5.99亿2026Q2 申报市值
113持仓数
52.9%前十大占比 · 第一大 7.5%
10 / 8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
VBIL 加仓+$434.40万
XLK 加仓+$281.02万
JPST 加仓+$278.45万
MOAT 加仓+$262.29万
DELL 新建仓+$244.34万
2026Q2 卖出最多 按季末市值估算
KO 清仓-$221.57万
AXP 清仓-$211.74万
PANW 清仓-$210.79万
FSLR 清仓-$194.08万
QXO 清仓-$193.94万
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 |
|---|---|---|---|---|---|---|---|---|
| RWJ | INVESCO EXCH TRADED FD TR II | $29.98万 | 0.05% | 5,039 | -1,910 | -27.5% | -$11.37万 | 减仓 |
| FDM | FIRST TR EXCHANGE-TRADED FD | $29.61万 | 0.05% | 3,181 | 197 | 6.6% | $1.83万 | 加仓 |
| CAT | CATERPILLAR INC | $29.12万 | 0.05% | 273 | -15 | -5.2% | -$1.60万 | 减仓 |
| IVV | ISHARES TR | $27.29万 | 0.05% | 364 | 364 | — | $27.29万 | 新建仓 |
| DGRW | WISDOMTREE TR | $26.94万 | 0.04% | 2,818 | -15 | -0.5% | -$1,434 | 减仓 |
| VTI | VANGUARD INDEX FDS | $26.86万 | 0.04% | 726 | -448 | -38.2% | -$16.58万 | 重新持有 |
| SIVR | ABRDN SILVER ETF TRUST | $25.51万 | 0.04% | 4,537 | -79 | -1.7% | -$4,441 | 减仓 |
| TPSC | TIMOTHY PLAN | $23.86万 | 0.04% | 4,973 | -274 | -5.2% | -$1.31万 | 减仓 |
| GRNJ | TIDAL TRUST III | $23.02万 | 0.04% | 7,322 | 7,322 | — | $23.02万 | 新建仓 |
| CALF | PACER FDS TR | $22.27万 | 0.04% | 4,401 | -4,250 | -49.1% | -$21.51万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $20.60万 | 0.03% | 270 | 270 | — | $20.60万 | 新建仓 |
| ELCV | STRATEGY SHS | $20.49万 | 0.03% | 6,235 | 6,235 | — | $20.49万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $20.45万 | 0.03% | 428 | 428 | — | $20.45万 | 新建仓 |
| KO | COCA COLA CO | $0 | 0.00% | 0 | -29,134 | -100.0% | -$221.57万 | 清仓 |
| AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | -7,000 | -100.0% | -$211.74万 | 清仓 |
| PANW | PALO ALTO NETWORKS INC | $0 | 0.00% | 0 | -13,148 | -100.0% | -$210.79万 | 清仓 |
| FSLR | FIRST SOLAR INC | $0 | 0.00% | 0 | -9,839 | -100.0% | -$194.08万 | 清仓 |
| QXO | QXO INC | $0 | 0.00% | 0 | -99,865 | -100.0% | -$193.94万 | 清仓 |
| HII | HUNTINGTON INGALLS INDS INC | $0 | 0.00% | 0 | -4,613 | -100.0% | -$175.25万 | 清仓 |
| XLE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -21,838 | -100.0% | -$133.78万 | 清仓 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -549 | -100.0% | -$31.41万 | 清仓 |