Southland Equity Partners LLC
WILDWOOD MO · SEC CIK 0002006517
$5.71亿2026Q2 申报市值
306持仓数
36.9%前十大占比 · 第一大 6.1%
38 / 6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
VOT 新建仓+$172.63万
VAW 新建仓+$140.64万
INNOVATOR ETFS T 新建仓+$81.08万
BUFR 加仓+$77.07万
TGS 新建仓+$76.86万
2026Q2 卖出最多 按季末市值估算
VUG 减仓-$244.31万
EWZ 清仓-$120.44万
XBI 减仓-$100.73万
BRK/B 减仓-$58.50万
VEA 减仓-$57.47万
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 |
|---|---|---|---|---|---|---|---|---|
| FMB | FIRST TR EXCH TRADED FD III | $83.41万 | 0.15% | 16,238 | 0 | 0.0% | — | 不变 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $86.36万 | 0.15% | 36,210 | 10,885 | 43.0% | $25.96万 | 加仓 |
| WELL | WELLTOWER INC | $87.42万 | 0.15% | 3,852 | 9 | 0.2% | $2,043 | 加仓 |
| GLD | SPDR GOLD TR | $88.08万 | 0.15% | 2,391 | 0 | 0.0% | — | 不变 |
| BNDX | VANGUARD CHARLOTTE FDS | $89.23万 | 0.16% | 18,425 | -2,202 | -10.7% | -$10.66万 | 减仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $90.47万 | 0.16% | 8,015 | 1,212 | 17.8% | $13.68万 | 加仓 |
| YUM | YUM BRANDS INC | $90.94万 | 0.16% | 5,689 | 12 | 0.2% | $1,918 | 加仓 |
| VB | VANGUARD INDEX FDS | $91.56万 | 0.16% | 3,021 | -355 | -10.5% | -$10.76万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $91.71万 | 0.16% | 10,448 | -248 | -2.3% | -$2.18万 | 减仓 |
| CSCO | CISCO SYS INC | $92.50万 | 0.16% | 7,875 | 435 | 5.8% | $5.11万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $93.33万 | 0.16% | 2,522 | 134 | 5.6% | $4.96万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $95.00万 | 0.17% | 12,193 | -1,383 | -10.2% | -$10.78万 | 减仓 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $99.93万 | 0.18% | 6,828 | -77 | -1.1% | -$1.13万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $100.95万 | 0.18% | 32,299 | -1,555 | -4.6% | -$4.86万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $102.08万 | 0.18% | 4,684 | -1,179 | -20.1% | -$25.69万 | 减仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $103.99万 | 0.18% | 11,107 | -2 | -0.0% | -$187 | 减仓 |
| KORP | AMERICAN CENTY ETF TR | $104.99万 | 0.18% | 22,410 | -704 | -3.0% | -$3.30万 | 减仓 |
| PTNQ | PACER FDS TR | $107.14万 | 0.19% | 12,085 | -25 | -0.2% | -$2,216 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $112.26万 | 0.20% | 7,104 | -84 | -1.2% | -$1.33万 | 减仓 |
| BLK | BLACKROCK INC | $113.65万 | 0.20% | 1,182 | 18 | 1.5% | $1.73万 | 加仓 |
| CAT | CATERPILLAR INC | $113.69万 | 0.20% | 1,068 | 32 | 3.1% | $3.41万 | 加仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $115.12万 | 0.20% | 19,095 | 924 | 5.1% | $5.57万 | 加仓 |
| PID | INVESCO EXCHANGE TRADED FD T | $116.54万 | 0.20% | 52,497 | -1,318 | -2.4% | -$2.93万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $117.53万 | 0.21% | 34,430 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $120.54万 | 0.21% | 3,418 | 662 | 24.0% | $23.35万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $120.86万 | 0.21% | 59,271 | 0 | 0.0% | — | 不变 |
| JPEF | J P MORGAN EXCHANGE TRADED F | $123.87万 | 0.22% | 15,420 | 445 | 3.0% | $3.57万 | 加仓 |
| AMAT | APPLIED MATLS INC | $124.13万 | 0.22% | 1,717 | -36 | -2.1% | -$2.60万 | 减仓 |
| VGT | VANGUARD WORLD FD | $126.12万 | 0.22% | 10,552 | 16 | 0.2% | $1,912 | 加仓 |
| AVGO | BROADCOM INC | $126.70万 | 0.22% | 3,354 | 99 | 3.0% | $3.74万 | 加仓 |
| SYLD | CAMBRIA ETF TR | $130.35万 | 0.23% | 16,482 | -47 | -0.3% | -$3,717 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $133.90万 | 0.23% | 16,200 | -406 | -2.4% | -$3.36万 | 减仓 |
| GOOGL | ALPHABET INC | $136.30万 | 0.24% | 3,814 | 328 | 9.4% | $11.72万 | 加仓 |
| VO | VANGUARD INDEX FDS | $139.10万 | 0.24% | 17,264 | -128 | -0.7% | -$1.03万 | 减仓 |
| VAW | VANGUARD WORLD FD | $140.64万 | 0.25% | 6,147 | 6,147 | — | $140.64万 | 新建仓 |
| USMV | ISHARES TR | $141.81万 | 0.25% | 14,701 | -70 | -0.5% | -$6,752 | 减仓 |
| PSEP | INNOVATOR ETFS TRUST | $141.83万 | 0.25% | 30,800 | -811 | -2.6% | -$3.73万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $148.89万 | 0.26% | 17,285 | -28,363 | -62.1% | -$244.31万 | 减仓 |
| FCAL | FIRST TR EXCH TRADED FD III | $149.60万 | 0.26% | 30,129 | -5,734 | -16.0% | -$28.47万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $154.23万 | 0.27% | 8,525 | 43 | 0.5% | $7,779 | 加仓 |
| DON | WISDOMTREE TR | $155.45万 | 0.27% | 27,504 | -273 | -1.0% | -$1.54万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $159.86万 | 0.28% | 78,962 | 2,472 | 3.2% | $5.00万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $160.37万 | 0.28% | 6,600 | -295 | -4.3% | -$7.17万 | 减仓 |
| BAPR | INNOVATOR ETFS TRUST | $164.62万 | 0.29% | 30,908 | -1,238 | -3.9% | -$6.59万 | 减仓 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $169.02万 | 0.30% | 39,565 | 27 | 0.1% | $1,153 | 加仓 |
| IQLT | ISHARES TR | $169.47万 | 0.30% | 34,201 | 335 | 1.0% | $1.66万 | 加仓 |
| IMTM | ISHARES TR | $169.66万 | 0.30% | 31,814 | -985 | -3.0% | -$5.25万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $169.88万 | 0.30% | 40,123 | -533 | -1.3% | -$2.26万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $172.63万 | 0.30% | 5,636 | 5,636 | — | $172.63万 | 新建仓 |
| IHDG | WISDOMTREE TR | $182.10万 | 0.32% | 34,765 | 1,289 | 3.9% | $6.75万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $189.00万 | 0.33% | 83,962 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $194.76万 | 0.34% | 14,384 | 890 | 6.6% | $12.05万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $209.00万 | 0.37% | 17,213 | -4,239 | -19.8% | -$51.47万 | 减仓 |
| — | EXXON MOBIL CORP | $212.43万 | 0.37% | 15,538 | -1,105 | -6.6% | -$15.11万 | 减仓 |
| PNOV | INNOVATOR ETFS TRUST | $214.80万 | 0.38% | 48,434 | -373 | -0.8% | -$1.65万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $221.26万 | 0.39% | 30,140 | 680 | 2.3% | $4.99万 | 加仓 |
| NAC | NUVEEN CA DIVI ADV MUN | $223.54万 | 0.39% | 184,440 | 5,000 | 2.8% | $6.06万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $223.70万 | 0.39% | 79,145 | 0 | 0.0% | — | 不变 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $227.87万 | 0.40% | 46,240 | 9,214 | 24.9% | $45.41万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $228.97万 | 0.40% | 99,811 | 0 | 0.0% | — | 不变 |
| NNN | NNN REIT INC | $245.31万 | 0.43% | 52,722 | 4,302 | 8.9% | $20.02万 | 加仓 |
| DGRO | ISHARES TR | $246.33万 | 0.43% | 32,501 | -86 | -0.3% | -$6,518 | 减仓 |
| BUFF | INNOVATOR ETFS TRUST | $264.93万 | 0.46% | 50,291 | 0 | 0.0% | — | 不变 |
| DGRW | WISDOMTREE TR | $267.81万 | 0.47% | 28,008 | 180 | 0.6% | $1.72万 | 加仓 |
| PDEC | INNOVATOR ETFS TRUST | $274.18万 | 0.48% | 59,748 | -375 | -0.6% | -$1.72万 | 减仓 |
| TCAL | T ROWE PRICE EXCHANGE-TRADED | $284.34万 | 0.50% | 128,083 | 404 | 0.3% | $8,969 | 加仓 |
| CVX | CHEVRON CORPORATION | $292.03万 | 0.51% | 17,618 | -136 | -0.8% | -$2.25万 | 减仓 |
| TSLA | TESLA INC | $293.33万 | 0.51% | 6,974 | 117 | 1.7% | $4.92万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $299.45万 | 0.52% | 42,028 | -8,066 | -16.1% | -$57.47万 | 减仓 |
| O | REALTY INCOME CORP | $303.79万 | 0.53% | 49,030 | -2,065 | -4.0% | -$12.79万 | 减仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $326.39万 | 0.57% | 19,184 | -89 | -0.5% | -$1.51万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $332.10万 | 0.58% | 90,911 | 21,098 | 30.2% | $77.07万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $340.10万 | 0.60% | 154,592 | 0 | 0.0% | — | 不变 |
| QFLR | INNOVATOR ETFS TRUST | $342.61万 | 0.60% | 93,918 | 1,298 | 1.4% | $4.74万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $360.62万 | 0.63% | 169,864 | 0 | 0.0% | — | 不变 |
| SPMO | INVESCO EXCH TRADED FD TR II | $365.76万 | 0.64% | 22,642 | 573 | 2.6% | $9.26万 | 加仓 |
| BILZ | PIMCO ETF TR | $374.21万 | 0.66% | 37,076 | 2,811 | 8.2% | $28.37万 | 加仓 |
| PAUG | INNOVATOR ETFS TRUST | $376.35万 | 0.66% | 82,461 | -2,581 | -3.0% | -$11.78万 | 减仓 |
| PJUN | INNOVATOR ETFS TRUST | $381.08万 | 0.67% | 88,151 | -1,569 | -1.7% | -$6.78万 | 减仓 |
| INTC | INTEL CORP | $393.16万 | 0.69% | 28,157 | 227 | 0.8% | $3.17万 | 加仓 |
| POCT | INNOVATOR ETFS TRUST | $411.72万 | 0.72% | 88,714 | 0 | 0.0% | — | 不变 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $422.55万 | 0.74% | 52,128 | 807 | 1.6% | $6.54万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $432.52万 | 0.76% | 89,772 | 304 | 0.3% | $1.46万 | 加仓 |
| GOOG | ALPHABET INC | $441.41万 | 0.77% | 12,493 | -191 | -1.5% | -$6.75万 | 减仓 |
| MSFT | MICROSOFT CORP | $457.17万 | 0.80% | 12,256 | 308 | 2.6% | $11.49万 | 加仓 |
| MTUM | ISHARES TR | $473.42万 | 0.83% | 13,809 | -750 | -5.2% | -$25.71万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $474.26万 | 0.83% | 14,489 | 153 | 1.1% | $5.01万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $480.37万 | 0.84% | 24,008 | 559 | 2.4% | $11.18万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $521.89万 | 0.91% | 20,549 | 778 | 3.9% | $19.76万 | 加仓 |
| MCD | MCDONALDS CORP | $541.32万 | 0.95% | 20,026 | 584 | 3.0% | $15.79万 | 加仓 |
| AMZN | AMAZON COM INC | $573.54万 | 1.00% | 24,064 | 85 | 0.4% | $2.03万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $595.38万 | 1.04% | 8,669 | 670 | 8.4% | $46.01万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $606.31万 | 1.06% | 41,347 | 470 | 1.1% | $6.89万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $655.91万 | 1.15% | 13,108 | -1,169 | -8.2% | -$58.50万 | 减仓 |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | $669.76万 | 1.17% | 162,958 | -955 | -0.6% | -$3.93万 | 减仓 |
| PFEB | INNOVATOR ETFS TRUST | $682.59万 | 1.20% | 158,521 | -2,613 | -1.6% | -$11.25万 | 减仓 |
| ABBV | ABBVIE INC | $710.69万 | 1.24% | 28,242 | 957 | 3.5% | $24.08万 | 加仓 |
| PJUL | INNOVATOR ETFS TRUST | $720.48万 | 1.26% | 147,610 | -1,858 | -1.2% | -$9.07万 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $773.06万 | 1.35% | 82,310 | 1,386 | 1.7% | $13.02万 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $831.78万 | 1.46% | 31,421 | -23 | -0.1% | -$6,089 | 减仓 |