Wheelhouse Advisory Group LLC
ST. LOUIS MO · SEC CIK 0001998946
$3.02亿2026Q1 申报市值
51持仓数
77.1%前十大占比 · 第一大 11.7%
5 / 3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
SGOV 新建仓+$3,527.41万
AVUV 新建仓+$1,809.81万
DFSD 加仓+$745.91万
DFNM 加仓+$240.22万
VOO 加仓+$86.70万
2026Q1 卖出最多 按季末市值估算
AVSC 清仓-$1,648.67万
NVDA 减仓-$30.40万
INNOVATOR US EQY 清仓-$29.99万
EXXON MOBIL CORP 减仓-$19.97万
AMZN 减仓-$18.47万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| SGOV | ISHARES TR | $3,527.41万 | 11.69% | 350,428 | 350,428 | — | $3,527.41万 | 新建仓 |
| DFSD | DIMENSIONAL ETF TRUST | $2,956.73万 | 9.80% | 617,530 | 155,788 | 33.7% | $745.91万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $2,598.72万 | 8.61% | 43,490 | 1,451 | 3.5% | $86.70万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $2,553.74万 | 8.46% | 62,639 | 1,649 | 2.7% | $67.23万 | 加仓 |
| VHT | VANGUARD WORLD FD | $2,321.61万 | 7.69% | 85,250 | 1,803 | 2.2% | $49.10万 | 加仓 |
| VV | VANGUARD INDEX FDS | $2,012.13万 | 6.67% | 67,329 | 1,594 | 2.4% | $47.64万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,995.65万 | 6.61% | 92,795 | 1,948 | 2.1% | $41.89万 | 加仓 |
| MGK | VANGUARD WORLD FD | $1,824.73万 | 6.05% | 49,661 | 1,612 | 3.4% | $59.23万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,809.81万 | 6.00% | 163,828 | 163,828 | — | $1,809.81万 | 新建仓 |
| VGT | VANGUARD WORLD FD | $1,673.97万 | 5.55% | 23,992 | 525 | 2.2% | $36.63万 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $1,327.39万 | 4.40% | 276,943 | 50,119 | 22.1% | $240.22万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,320.96万 | 4.38% | 45,998 | 1,234 | 2.8% | $35.44万 | 加仓 |
| VFH | VANGUARD WORLD FD | $1,011.08万 | 3.35% | 83,692 | 3,016 | 3.7% | $36.44万 | 加仓 |
| BIL | SPDR SERIES TRUST | $645.62万 | 2.14% | 70,452 | 3,420 | 5.1% | $31.34万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $238.13万 | 0.79% | 47,730 | 10,235 | 27.3% | $51.06万 | 加仓 |
| AAPL | APPLE INC | $235.66万 | 0.78% | 9,286 | 790 | 9.3% | $20.05万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $215.89万 | 0.72% | 29,317 | 1,540 | 5.5% | $11.34万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $187.58万 | 0.62% | 10,756 | -1,743 | -13.9% | -$30.40万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $184.55万 | 0.61% | 23,912 | 1,779 | 8.0% | $13.73万 | 加仓 |
| TSLA | TESLA INC | $160.30万 | 0.53% | 4,312 | 1,925 | 80.6% | $71.56万 | 加仓 |
| MSFT | MICROSOFT CORP | $148.74万 | 0.49% | 4,018 | -71 | -1.7% | -$2.63万 | 减仓 |
| LLY | ELI LILLY & CO | $104.42万 | 0.35% | 1,135 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $79.89万 | 0.26% | 3,836 | -887 | -18.8% | -$18.47万 | 减仓 |
| AEE | AMEREN CORP | $68.88万 | 0.23% | 6,266 | 18 | 0.3% | $1,979 | 加仓 |
| WMT | WALMART INC | $68.12万 | 0.23% | 5,482 | -59 | -1.1% | -$7,332 | 减仓 |
| MA | MASTERCARD INCORPORATED | $67.30万 | 0.22% | 1,347 | -111 | -7.6% | -$5.55万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $63.17万 | 0.21% | 4,373 | -65 | -1.5% | -$9,389 | 减仓 |
| VBK | VANGUARD INDEX FDS | $59.74万 | 0.20% | 1,977 | -199 | -9.1% | -$6.01万 | 减仓 |
| T | AT&T INC | $51.67万 | 0.17% | 17,824 | -808 | -4.3% | -$2.34万 | 减仓 |
| GOOG | ALPHABET INC | $49.41万 | 0.16% | 1,722 | 1 | 0.1% | $287 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $46.86万 | 0.16% | 2,834 | 43 | 1.5% | $7,109 | 加仓 |
| — | EXXON MOBIL CORP | $45.24万 | 0.15% | 2,666 | -1,177 | -30.6% | -$19.97万 | 减仓 |
| BA | BOEING CO | $42.78万 | 0.14% | 2,150 | 34 | 1.6% | $6,766 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $36.21万 | 0.12% | 1,237 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $35.01万 | 0.12% | 1,091 | 45 | 4.3% | $1.44万 | 加仓 |
| HD | HOME DEPOT INC | $34.80万 | 0.12% | 1,058 | -45 | -4.1% | -$1.48万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $30.88万 | 0.10% | 2,085 | 54 | 2.7% | $7,997 | 加仓 |
| BDEC | INNOVATOR ETFS TRUST | $28.90万 | 0.10% | 6,020 | 6,020 | — | $28.90万 | 新建仓 |
| META | META PLATFORMS INC | $27.75万 | 0.09% | 485 | -54 | -10.0% | -$3.09万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $26.82万 | 0.09% | 614 | -48 | -7.3% | -$2.10万 | 减仓 |
| GOOGL | ALPHABET INC | $26.60万 | 0.09% | 925 | -38 | -3.9% | -$1.09万 | 减仓 |
| MO | ALTRIA GROUP INC | $25.78万 | 0.09% | 3,906 | 22 | 0.6% | $1,452 | 加仓 |
| NEE | NEXTERA ENERGY INC | $25.68万 | 0.09% | 2,765 | -94 | -3.3% | -$8,729 | 减仓 |
| MCD | MCDONALDS CORP | $24.94万 | 0.08% | 803 | -23 | -2.8% | -$7,144 | 减仓 |
| FMB | FIRST TR EXCH TRADED FD III | $24.94万 | 0.08% | 4,922 | -261 | -5.0% | -$1.32万 | 减仓 |
| V | VISA INC | $23.46万 | 0.08% | 776 | -11 | -1.4% | -$3,326 | 减仓 |
| USB | US BANCORP | $22.92万 | 0.08% | 4,408 | -36 | -0.8% | -$1,872 | 减仓 |
| EMR | EMERSON ELEC CO | $22.92万 | 0.08% | 1,749 | 6 | 0.3% | $786 | 加仓 |
| MUB | ISHARES TR | $21.18万 | 0.07% | 1,996 | -210 | -9.5% | -$2.23万 | 减仓 |
| MQY | BLACKROCK MUNIYILD QULT FD I | $20.78万 | 0.07% | 18,929 | 18,929 | — | $20.78万 | 新建仓 |
| NHC | NATIONAL HEALTHCARE CORP | $20.18万 | 0.07% | 1,264 | 1,264 | — | $20.18万 | 新建仓 |
| AVSC | AVANTIS US SMALL CAP VALUE ETF | $0 | 0.00% | 0 | -160,205 | -100.0% | -$1,648.67万 | 清仓 |
| — | INNOVATOR US EQY BUFFER ETF | $0 | 0.00% | 0 | -6,020 | -100.0% | -$29.99万 | 清仓 |
| — | BLACKROCK MUNIYLD QUALIT | $0 | 0.00% | 0 | -10,194 | -100.0% | -$11.53万 | 清仓 |