Southland Equity Partners LLC
WILDWOOD MO · SEC CIK 0002006517
$5.13亿2026Q1 申报市值
273持仓数
38.1%前十大占比 · 第一大 6.0%
24 / 8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
FDL 加仓+$258.17万
BUFR 加仓+$201.30万
VTWO 加仓+$190.30万
VBR 新建仓+$149.79万
INNOVATOR ETFS T 新建仓+$142.78万
2026Q1 卖出最多 按季末市值估算
VV 清仓-$163.41万
PMAR 减仓-$159.91万
VWO 减仓-$153.11万
PPLT 清仓-$140.66万
AGNC 减仓-$133.40万
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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $3,067.82万 | 5.98% | 120,880 | -1,242 | -1.0% | -$31.52万 | 减仓 |
| PMAR | INNOVATOR ETFS TRUST | $3,042.15万 | 5.93% | 681,790 | -35,838 | -5.0% | -$159.91万 | 减仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $2,832.26万 | 5.52% | 557,532 | 50,821 | 10.0% | $258.17万 | 加仓 |
| BOND | PIMCO ETF TR | $2,519.48万 | 4.91% | 273,026 | -2,258 | -0.8% | -$20.84万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $2,115.87万 | 4.12% | 689,657 | -2,597 | -0.4% | -$7.97万 | 减仓 |
| PJAN | INNOVATOR ETFS TRUST | $1,772.16万 | 3.45% | 384,166 | -21,553 | -5.3% | -$99.42万 | 减仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $1,304.18万 | 2.54% | 60,384 | -197 | -0.3% | -$4.25万 | 减仓 |
| SFLR | INNOVATOR ETFS TRUST | $1,110.70万 | 2.16% | 313,667 | -25,133 | -7.4% | -$89.00万 | 减仓 |
| PMAY | INNOVATOR ETFS TRUST | $917.95万 | 1.79% | 229,831 | -1,802 | -0.8% | -$7.20万 | 减仓 |
| PAPR | INNOVATOR ETFS TRUST | $842.86万 | 1.64% | 211,773 | -1,072 | -0.5% | -$4.27万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $807.93万 | 1.57% | 204,902 | 5,016 | 2.5% | $19.78万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $750.65万 | 1.46% | 80,924 | -697 | -0.9% | -$6.47万 | 减仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $735.88万 | 1.43% | 31,444 | 226 | 0.7% | $5.29万 | 加仓 |
| QQQ | INVESCO QQQ TR | $733.73万 | 1.43% | 12,712 | 90 | 0.7% | $5.19万 | 加仓 |
| PJUL | INNOVATOR ETFS TRUST | $687.07万 | 1.34% | 149,468 | -43 | -0.0% | -$1,977 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $684.15万 | 1.33% | 14,277 | -56 | -0.4% | -$2.68万 | 减仓 |
| PFEB | INNOVATOR ETFS TRUST | $646.15万 | 1.26% | 161,134 | -6,893 | -4.1% | -$27.64万 | 减仓 |
| MCD | MCDONALDS CORP | $604.23万 | 1.18% | 19,442 | 2 | 0.0% | $622 | 加仓 |
| ABBV | ABBVIE INC | $593.43万 | 1.16% | 27,285 | -273 | -1.0% | -$5.94万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $590.42万 | 1.15% | 40,877 | -2,293 | -5.3% | -$33.12万 | 减仓 |
| TCAF | T ROWE PRICE ETF INC | $583.37万 | 1.14% | 163,913 | 26,828 | 19.6% | $95.48万 | 加仓 |
| AMZN | AMAZON COM INC | $499.41万 | 0.97% | 23,979 | 565 | 2.4% | $11.77万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $483.29万 | 0.94% | 19,771 | -432 | -2.1% | -$10.56万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $478.01万 | 0.93% | 7,999 | 293 | 3.8% | $17.51万 | 加仓 |
| MSFT | MICROSOFT CORP | $442.28万 | 0.86% | 11,948 | 838 | 7.5% | $31.02万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $421.71万 | 0.82% | 14,336 | 133 | 0.9% | $3.91万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $420.77万 | 0.82% | 89,468 | -2,225 | -2.4% | -$10.46万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $408.96万 | 0.80% | 23,449 | 2,262 | 10.7% | $39.45万 | 加仓 |
| POCT | INNOVATOR ETFS TRUST | $382.45万 | 0.75% | 88,714 | -710 | -0.8% | -$3.06万 | 减仓 |
| PJUN | INNOVATOR ETFS TRUST | $375.27万 | 0.73% | 89,720 | 2 | 0.0% | $84 | 加仓 |
| CVX | CHEVRON CORPORATION | $367.33万 | 0.72% | 17,754 | 149 | 0.8% | $3.08万 | 加仓 |
| GOOG | ALPHABET INC | $363.85万 | 0.71% | 12,684 | -95 | -0.7% | -$2.73万 | 减仓 |
| PAUG | INNOVATOR ETFS TRUST | $363.30万 | 0.71% | 85,042 | -1,222 | -1.4% | -$5.22万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $350.42万 | 0.68% | 51,321 | 363 | 0.7% | $2.48万 | 加仓 |
| MTUM | ISHARES TR | $349.40万 | 0.68% | 14,559 | -547 | -3.6% | -$13.13万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $348.96万 | 0.68% | 169,864 | 0 | 0.0% | — | 不变 |
| BILZ | PIMCO ETF TR | $345.97万 | 0.67% | 34,265 | 12,643 | 58.5% | $127.66万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $332.33万 | 0.65% | 7,608 | 647 | 9.3% | $28.26万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $321.00万 | 0.63% | 50,094 | -911 | -1.8% | -$5.84万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $319.70万 | 0.62% | 154,592 | 678 | 0.4% | $1.40万 | 加仓 |
| O | REALTY INCOME CORP | $312.60万 | 0.61% | 51,095 | -293 | -0.6% | -$1.79万 | 减仓 |
| QFLR | INNOVATOR ETFS TRUST | $308.42万 | 0.60% | 92,620 | 926 | 1.0% | $3.08万 | 加仓 |
| TCAL | T ROWE PRICE ETF INC | $285.36万 | 0.56% | 127,679 | 4,851 | 3.9% | $10.84万 | 加仓 |
| — | EXXON MOBIL CORP | $282.37万 | 0.55% | 16,643 | 328 | 2.0% | $5.56万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $279.50万 | 0.54% | 19,273 | -66 | -0.3% | -$9,572 | 减仓 |
| PDEC | INNOVATOR ETFS TRUST | $255.52万 | 0.50% | 60,123 | -751 | -1.2% | -$3.19万 | 减仓 |
| TSLA | TESLA INC | $254.91万 | 0.50% | 6,857 | 164 | 2.5% | $6.10万 | 加仓 |
| BUFF | INNOVATOR ETFS TRUST | $248.49万 | 0.48% | 50,291 | -199 | -0.4% | -$9,833 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $247.42万 | 0.48% | 22,069 | 1,120 | 5.3% | $12.56万 | 加仓 |
| DGRW | WISDOMTREE TR | $244.44万 | 0.48% | 27,828 | -302 | -1.1% | -$2.65万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $235.76万 | 0.46% | 69,813 | 59,608 | 584.1% | $201.30万 | 加仓 |
| DGRO | ISHARES TR | $228.70万 | 0.45% | 32,587 | -1,107 | -3.3% | -$7.77万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $216.95万 | 0.42% | 29,460 | 3,190 | 12.1% | $23.49万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $215.02万 | 0.42% | 79,145 | 0 | 0.0% | — | 不变 |
| VTWO | VANGUARD SCOTTSDALE FDS | $214.88万 | 0.42% | 21,452 | 18,998 | 774.2% | $190.30万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $211.69万 | 0.41% | 99,811 | -540 | -0.5% | -$1.15万 | 减仓 |
| PEP | PEPSICO INC | $209.55万 | 0.41% | 13,494 | 92 | 0.7% | $1.43万 | 加仓 |
| NAC | NUVEEN CA DIVI ADV MUN | $209.05万 | 0.41% | 179,440 | -26,650 | -12.9% | -$31.05万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $204.09万 | 0.40% | 40,656 | -989 | -2.4% | -$4.96万 | 减仓 |
| NNN | NNN REIT INC | $203.51万 | 0.40% | 48,420 | -1,561 | -3.1% | -$6.56万 | 减仓 |
| PNOV | INNOVATOR ETFS TRUST | $199.43万 | 0.39% | 48,807 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $180.11万 | 0.35% | 83,962 | 0 | 0.0% | — | 不变 |
| FCAL | FIRST TR EXCH TRADED FD III | $175.33万 | 0.34% | 35,863 | -7,576 | -17.4% | -$37.04万 | 减仓 |
| IHDG | WISDOMTREE TR | $161.19万 | 0.31% | 33,476 | -204 | -0.6% | -$9,823 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $157.51万 | 0.31% | 37,026 | 5,691 | 18.2% | $24.21万 | 加仓 |
| IMTM | ISHARES TR | $157.50万 | 0.31% | 32,799 | -1,026 | -3.0% | -$4.93万 | 减仓 |
| BAPR | INNOVATOR ETFS TRUST | $157.45万 | 0.31% | 32,146 | 0 | 0.0% | — | 不变 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $157.40万 | 0.31% | 39,538 | -331 | -0.8% | -$1.32万 | 减仓 |
| IQLT | ISHARES TR | $156.56万 | 0.31% | 33,866 | -768 | -2.2% | -$3.55万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $149.79万 | 0.29% | 6,895 | 6,895 | — | $149.79万 | 新建仓 |
| DON | WISDOMTREE TR | $145.94万 | 0.28% | 27,777 | -545 | -1.9% | -$2.86万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $142.78万 | 0.28% | 76,490 | 76,490 | — | $142.78万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $140.24万 | 0.27% | 8,482 | -136 | -1.6% | -$2.25万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $137.41万 | 0.27% | 16,606 | 1,167 | 7.6% | $9.66万 | 加仓 |
| USMV | ISHARES TR | $136.99万 | 0.27% | 14,771 | -373 | -2.5% | -$3.46万 | 减仓 |
| PSEP | INNOVATOR ETFS TRUST | $136.12万 | 0.27% | 31,611 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $124.87万 | 0.24% | 4,348 | -67 | -1.5% | -$1.92万 | 减仓 |
| SYLD | CAMBRIA ETF TR | $124.65万 | 0.24% | 16,529 | -114 | -0.7% | -$8,597 | 减仓 |
| INTC | INTEL CORP | $123.26万 | 0.24% | 27,930 | 124 | 0.4% | $5,472 | 加仓 |
| EWZ | ISHARES INC | $120.44万 | 0.23% | 31,373 | 31,373 | — | $120.44万 | 新建仓 |
| PID | INVESCO EXCHANGE TRADED FD T | $119.72万 | 0.23% | 53,815 | -1,082 | -2.0% | -$2.41万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $115.02万 | 0.22% | 5,863 | 58 | 1.0% | $1.14万 | 加仓 |
| BLK | BLACKROCK INC | $111.90万 | 0.22% | 1,164 | 1 | 0.1% | $961 | 加仓 |
| — | INNOVATOR ETFS TRUST | $110.98万 | 0.22% | 59,271 | -1,738 | -2.8% | -$3.25万 | 减仓 |
| KORP | AMERICAN CENTY ETF TR | $107.73万 | 0.21% | 23,114 | 2,038 | 9.7% | $9.50万 | 加仓 |
| JPEF | J P MORGAN EXCHANGE TRADED F | $107.53万 | 0.21% | 14,975 | 420 | 2.9% | $3.02万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $106.45万 | 0.21% | 7,188 | 49 | 0.7% | $7,256 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $106.45万 | 0.21% | 13,576 | -700 | -4.9% | -$5.49万 | 减仓 |
| GLD | SPDR GOLD TR | $102.88万 | 0.20% | 2,391 | -17 | -0.7% | -$7,315 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $102.88万 | 0.20% | 34,430 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $100.75万 | 0.20% | 3,255 | 129 | 4.1% | $3.99万 | 加仓 |
| GOOGL | ALPHABET INC | $100.24万 | 0.20% | 3,486 | 718 | 25.9% | $20.65万 | 加仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $99.65万 | 0.19% | 18,171 | 183 | 1.0% | $1.00万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $99.35万 | 0.19% | 10,696 | -83 | -0.8% | -$7,709 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $99.11万 | 0.19% | 20,627 | 108 | 0.5% | $5,189 | 加仓 |
| XBI | SPDR SERIES TRUST | $98.81万 | 0.19% | 7,736 | 7,736 | — | $98.81万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $97.29万 | 0.19% | 33,854 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $91.89万 | 0.18% | 1,317 | 32 | 2.5% | $2.23万 | 加仓 |
| HD | HOME DEPOT INC | $90.64万 | 0.18% | 2,756 | 159 | 6.1% | $5.23万 | 加仓 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $88.55万 | 0.17% | 6,905 | -277 | -3.9% | -$3.55万 | 减仓 |