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 |
|---|---|---|---|---|---|---|---|---|
| MOAT | VANECK ETF TRUST | $4,477.57万 | 7.48% | 430,701 | 25,230 | 6.2% | $262.29万 | 加仓 |
| DBEF | DBX ETF TR | $3,877.81万 | 6.48% | 709,831 | 32,000 | 4.7% | $174.82万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $3,735.75万 | 6.24% | 123,304 | 4,574 | 3.9% | $138.58万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $3,566.32万 | 5.96% | 220,770 | 7,898 | 3.7% | $127.58万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $3,304.22万 | 5.52% | 1,042,013 | 61,308 | 6.3% | $194.41万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $2,864.32万 | 4.78% | 78,324 | 2,901 | 3.8% | $106.09万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $2,786.63万 | 4.65% | 114,681 | 6,809 | 6.3% | $165.45万 | 加仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $2,606.95万 | 4.35% | 432,402 | 34,679 | 8.7% | $209.08万 | 加仓 |
| IWP | ISHARES TR | $2,261.01万 | 3.78% | 154,430 | 11,127 | 7.8% | $162.91万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $2,202.46万 | 3.68% | 291,022 | 57,399 | 24.6% | $434.40万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $2,074.01万 | 3.46% | 30,198 | 894 | 3.1% | $61.40万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $2,006.42万 | 3.35% | 576,393 | -957 | -0.2% | -$3.33万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,960.40万 | 3.27% | 579,315 | 6,911 | 1.2% | $23.39万 | 加仓 |
| IDLV | INVESCO EXCH TRADED FD TR II | $1,763.01万 | 2.94% | 511,114 | 56,755 | 12.5% | $195.77万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,670.81万 | 2.79% | 330,396 | 55,063 | 20.0% | $278.45万 | 加仓 |
| XMVM | INVESCO EXCHANGE TRADED FD T | $1,638.00万 | 2.74% | 230,965 | 14,184 | 6.5% | $100.59万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $1,081.01万 | 1.81% | 70,063 | 2,047 | 3.0% | $31.58万 | 加仓 |
| RECS | COLUMBIA ETF TR I | $1,023.38万 | 1.71% | 236,456 | 26,002 | 12.4% | $112.54万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $775.63万 | 1.30% | 108,861 | 686 | 0.6% | $4.89万 | 加仓 |
| IWS | ISHARES TR | $678.67万 | 1.13% | 41,232 | 562 | 1.4% | $9.25万 | 加仓 |
| IJK | ISHARES TR | $433.57万 | 0.72% | 36,899 | 1,474 | 4.2% | $17.32万 | 加仓 |
| IJJ | ISHARES TR | $432.60万 | 0.72% | 29,283 | 1,616 | 5.8% | $23.87万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $315.75万 | 0.53% | 16,573 | 14,750 | 809.1% | $281.02万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $304.89万 | 0.51% | 5,248 | 3,940 | 301.2% | $228.90万 | 重新持有 |
| AAPL | APPLE INC | $297.63万 | 0.50% | 10,286 | 278 | 2.8% | $8.04万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $286.20万 | 0.48% | 16,847 | 14,310 | 564.1% | $243.10万 | 加仓 |
| PTLC | PACER FDS TR | $283.86万 | 0.47% | 48,722 | 429 | 0.9% | $2.50万 | 加仓 |
| GOOGL | ALPHABET INC | $280.06万 | 0.47% | 7,837 | 6,264 | 398.2% | $223.84万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $275.09万 | 0.46% | 13,748 | -325 | -2.3% | -$6.50万 | 减仓 |
| — | WISDOMTREE BITCOIN FD | $274.64万 | 0.46% | 44,296 | 5,600 | 14.5% | $34.72万 | 加仓 |
| GEV | GE VERNOVA INC | $268.24万 | 0.45% | 2,283 | -76 | -3.2% | -$8.93万 | 减仓 |
| MTB | M & T BK CORP | $266.80万 | 0.45% | 11,210 | 1,255 | 12.6% | $29.87万 | 加仓 |
| PWR | QUANTA SVCS INC | $263.46万 | 0.44% | 3,659 | -108 | -2.9% | -$7.78万 | 减仓 |
| AMZN | AMAZON COM INC | $259.76万 | 0.43% | 10,899 | -2,699 | -19.8% | -$64.33万 | 减仓 |
| TSLA | TESLA INC | $259.72万 | 0.43% | 6,175 | -437 | -6.6% | -$18.38万 | 减仓 |
| MRK | MERCK & CO INC | $257.07万 | 0.43% | 20,005 | 2,306 | 13.0% | $29.63万 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $256.98万 | 0.43% | 4,166 | -1,077 | -20.5% | -$66.44万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $247.09万 | 0.41% | 4,938 | 49 | 1.0% | $2.45万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $245.57万 | 0.41% | 16,807 | 2,483 | 17.3% | $36.28万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $244.34万 | 0.41% | 5,663 | 5,663 | — | $244.34万 | 新建仓 |
| TT | TRANE TECHNOLOGIES PLC | $242.59万 | 0.41% | 4,939 | 506 | 11.4% | $24.85万 | 加仓 |
| AMGN | AMGEN INC | $241.56万 | 0.40% | 6,671 | 692 | 11.6% | $25.06万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $239.85万 | 0.40% | 2,372 | 2,033 | 599.7% | $205.57万 | 重新持有 |
| WMT | WALMART INC | $231.87万 | 0.39% | 20,473 | 3,014 | 17.3% | $34.14万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $231.00万 | 0.39% | 18,284 | 3,890 | 27.0% | $49.15万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $227.03万 | 0.38% | 2,321 | 257 | 12.5% | $25.14万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $227.02万 | 0.38% | 6,126 | 6,126 | — | $227.02万 | 新建仓 |
| CSX | CSX CORP | $226.00万 | 0.38% | 47,548 | 397 | 0.8% | $1.89万 | 加仓 |
| CRWV | COREWEAVE INC | $221.95万 | 0.37% | 22,298 | 22,298 | — | $221.95万 | 新建仓 |
| VST | VISTRA CORP | $217.36万 | 0.36% | 13,702 | 19 | 0.1% | $3,014 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $216.81万 | 0.36% | 6,623 | 2,315 | 53.7% | $75.78万 | 加仓 |
| — | VANECK ETF TRUST | $216.44万 | 0.36% | 33,368 | -1,265 | -3.7% | -$8.21万 | 减仓 |
| BG | BUNGE GLOBAL SA | $209.39万 | 0.35% | 19,619 | 1,801 | 10.1% | $19.22万 | 加仓 |
| CLS | CELESTICA INC | $203.45万 | 0.34% | 5,577 | -1,497 | -21.2% | -$54.61万 | 减仓 |
| ORCL | ORACLE CORP | $200.31万 | 0.33% | 13,668 | -1,858 | -12.0% | -$27.23万 | 减仓 |
| APLD | APPLIED DIGITAL CORP | $184.09万 | 0.31% | 49,354 | 49,354 | — | $184.09万 | 新建仓 |
| XLI | SELECT SECTOR SPDR TR | $174.37万 | 0.29% | 9,414 | -6,503 | -40.9% | -$120.45万 | 减仓 |
| — | ISHARES ETHEREUM TR | $172.13万 | 0.29% | 144,765 | 18,342 | 14.5% | $21.81万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $170.62万 | 0.28% | 17,777 | 3,896 | 28.1% | $37.39万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $169.56万 | 0.28% | 31,629 | -19,746 | -38.4% | -$105.86万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $151.33万 | 0.25% | 34,370 | 34,370 | — | $151.33万 | 新建仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $148.01万 | 0.25% | 30,719 | -2,817 | -8.4% | -$13.57万 | 减仓 |
| GRNY | TIDAL TRUST I | $144.45万 | 0.24% | 52,244 | -8,113 | -13.4% | -$22.43万 | 减仓 |
| PTMC | PACER FDS TR | $140.19万 | 0.23% | 33,515 | -1,949 | -5.5% | -$8.15万 | 减仓 |
| PTIN | PACER FDS TR | $136.65万 | 0.23% | 37,266 | -3,693 | -9.0% | -$13.54万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $131.01万 | 0.22% | 45,239 | -760 | -1.7% | -$2.20万 | 减仓 |
| ITOT | ISHARES TR | $125.01万 | 0.21% | 7,610 | -829 | -9.8% | -$13.62万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $120.82万 | 0.20% | 14,905 | -4,382 | -22.7% | -$35.52万 | 减仓 |
| MSFT | MICROSOFT CORP | $119.14万 | 0.20% | 3,194 | 19 | 0.6% | $7,087 | 加仓 |
| EPI | WISDOMTREE TR | $112.01万 | 0.19% | 26,182 | -2,285 | -8.0% | -$9.78万 | 减仓 |
| RPM | RPM INTL INC | $110.85万 | 0.19% | 9,973 | 0 | 0.0% | — | 不变 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $107.62万 | 0.18% | 11,459 | -211 | -1.8% | -$1.98万 | 减仓 |
| QQQ | INVESCO QQQ TR | $104.50万 | 0.17% | 1,419 | -132 | -8.5% | -$9.72万 | 减仓 |
| NUV | NUVEEN MUN VALUE FD INC | $102.01万 | 0.17% | 110,642 | 4,619 | 4.4% | $4.26万 | 加仓 |
| COWZ | PACER FDS TR | $100.92万 | 0.17% | 16,225 | -3,209 | -16.5% | -$19.96万 | 减仓 |
| WWJD | NORTHERN LTS FD TR IV | $99.43万 | 0.17% | 26,077 | 1,465 | 6.0% | $5.59万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $93.12万 | 0.16% | 25,773 | -98 | -0.4% | -$3,541 | 减仓 |
| BIBL | NORTHERN LTS FD TR IV | $77.96万 | 0.13% | 13,470 | 236 | 1.8% | $1.37万 | 加仓 |
| PTL | NORTHERN LTS FD TR IV | $66.22万 | 0.11% | 2,315 | 164 | 7.6% | $4.69万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $65.44万 | 0.11% | 5,245 | -820 | -13.5% | -$10.23万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $65.00万 | 0.11% | 12,732 | 2,297 | 22.0% | $11.73万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $64.55万 | 0.11% | 5,718 | -630 | -9.9% | -$7.11万 | 减仓 |
| IMCG | ISHARES TR | $64.08万 | 0.11% | 6,518 | -22 | -0.3% | -$2,163 | 减仓 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $60.86万 | 0.10% | 14,247 | -4,075 | -22.2% | -$17.41万 | 减仓 |
| HAWX | ISHARES TR | $60.56万 | 0.10% | 13,023 | -13 | -0.1% | -$605 | 减仓 |
| GOOG | ALPHABET INC | $58.70万 | 0.10% | 1,661 | 53 | 3.3% | $1.87万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $56.22万 | 0.09% | 6,527 | 47 | 0.7% | $4,049 | 加仓 |
| NUE | NUCOR CORP | $52.15万 | 0.09% | 2,341 | -280 | -10.7% | -$6.24万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $50.72万 | 0.08% | 11,756 | -884 | -7.0% | -$3.81万 | 减仓 |
| — | STRATEGY SHS | $47.40万 | 0.08% | 16,497 | 1,477 | 9.8% | $4.24万 | 加仓 |
| OUNZ | VANECK MERK GOLD ETF | $47.28万 | 0.08% | 12,253 | -1,589 | -11.5% | -$6.13万 | 减仓 |
| ISMD | NORTHERN LTS FD TR IV | $45.63万 | 0.08% | 9,127 | 334 | 3.8% | $1.67万 | 加仓 |
| — | STRATEGY SHS | $41.56万 | 0.07% | 13,070 | 806 | 6.6% | $2.56万 | 加仓 |
| IJH | ISHARES TR | $40.37万 | 0.07% | 5,236 | -116 | -2.2% | -$8,944 | 减仓 |
| XMLV | INVESCO EXCH TRADED FD TR II | $36.81万 | 0.06% | 5,550 | -469 | -7.8% | -$3.11万 | 减仓 |
| VNLA | JANUS DETROIT STR TR | $36.05万 | 0.06% | 7,378 | -667 | -8.3% | -$3.26万 | 减仓 |
| DBAW | DBX ETF TR | $35.41万 | 0.06% | 7,303 | -882 | -10.8% | -$4.28万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $35.08万 | 0.06% | 470 | 0 | 0.0% | — | 不变 |
| EVSM | MORGAN STANLEY ETF TRUST | $33.34万 | 0.06% | 6,627 | 1,682 | 34.0% | $8.46万 | 加仓 |
| SLV | ISHARES SILVER TR | $30.84万 | 0.05% | 5,767 | -521 | -8.3% | -$2.79万 | 减仓 |