Wealth Group, Ltd.
RALEIGH NC · SEC CIK 0002013988
$4.01亿2026Q2 申报市值
106持仓数
52.7%前十大占比 · 第一大 14.8%
28 / 12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
AAPL 加仓+$4,490.83万
GOOGL 加仓+$2,043.95万
AMZN 加仓+$1,903.94万
NVDA 加仓+$1,500.02万
CAT 加仓+$1,427.52万
2026Q2 卖出最多 按季末市值估算
RY 减仓-$52.99万
Exxon Mobil Corp 减仓-$43.99万
BLDR 清仓-$35.80万
TSM 清仓-$30.00万
MDLZ 清仓-$25.50万
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 |
|---|---|---|---|---|---|---|---|---|
| BLDR | BUILDERS FIRSTSOURCE INC | $0 | 0.00% | 0 | -4,350 | -100.0% | -$35.80万 | 清仓 |
| TSM | TAIWAN SEMICONDUCTOR | $0 | 0.00% | 0 | -888 | -100.0% | -$30.00万 | 清仓 |
| MDLZ | MONDELEZ INTL INC | $0 | 0.00% | 0 | -4,429 | -100.0% | -$25.50万 | 清仓 |
| ENB | ENBRIDGE INC | $0 | 0.00% | 0 | -4,682 | -100.0% | -$25.30万 | 清仓 |
| ITIC | INVESTORS TITLE CO NC | $0 | 0.00% | 0 | -1,054 | -100.0% | -$22.90万 | 清仓 |
| URI | UNITED RENTALS | $0 | 0.00% | 0 | -300 | -100.0% | -$21.90万 | 清仓 |
| TMO | THERMO FISHER | $0 | 0.00% | 0 | -439 | -100.0% | -$21.60万 | 清仓 |
| ASML | ASML HLDG NV | $0 | 0.00% | 0 | -158 | -100.0% | -$20.90万 | 清仓 |
| HWM | HOMEMET AEROSPACE INC | $0 | 0.00% | 0 | -904 | -100.0% | -$20.80万 | 清仓 |
| ADI | ANALOG DEVICES INC | $0 | 0.00% | 0 | -650 | -100.0% | -$20.70万 | 清仓 |
| — | COHERUS BIOSCIENCES | $0 | 0.00% | 0 | -14,195 | -100.0% | -$2.40万 | 清仓 |
| — | PDS BIOTECHNOLOGY CORP | $0 | 0.00% | 0 | -13,399 | -100.0% | -$8,000 | 清仓 |
| TEL | TE Connectivity PLC | $20.70万 | 0.05% | 1,027 | 1,027 | — | $20.70万 | 新建仓 |
| RBC | RBC Bearings | $22.50万 | 0.06% | 350 | 350 | — | $22.50万 | 新建仓 |
| CLX | Clorox | $23.30万 | 0.06% | 2,446 | 2,446 | — | $23.30万 | 新建仓 |
| TTC | Toro Co | $24.70万 | 0.06% | 2,540 | 2,540 | — | $24.70万 | 新建仓 |
| REGN | Regeneron Pharms Inc | $24.90万 | 0.06% | 400 | 400 | — | $24.90万 | 新建仓 |
| MKC | McCormick & Co. | $26.30万 | 0.07% | 5,226 | 5,226 | — | $26.30万 | 新建仓 |
| SO | Southern Co | $26.80万 | 0.07% | 2,802 | 152 | 5.7% | $1.45万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $27.20万 | 0.07% | 2,950 | -902 | -23.4% | -$8.32万 | 减仓 |
| PKG | Packaging Corp Amer | $27.40万 | 0.07% | 1,150 | 1,150 | — | $27.40万 | 新建仓 |
| RY | Royal Bank of Canada | $28.50万 | 0.07% | 1,379 | -2,564 | -65.0% | -$52.99万 | 减仓 |
| VEEV | Veeva SyS Inc | $30.30万 | 0.08% | 1,710 | 382 | 28.8% | $6.77万 | 加仓 |
| NSC | Norfolk Southern | $30.70万 | 0.08% | 975 | -125 | -11.4% | -$3.94万 | 减仓 |
| XLE | Select Sector SPDR TR | $31.20万 | 0.08% | 5,882 | 5,882 | — | $31.20万 | 新建仓 |
| — | Exxon Mobil Corp | $31.40万 | 0.08% | 2,297 | -3,218 | -58.3% | -$43.99万 | 减仓 |
| COP | ConocoPhillips | $33.30万 | 0.08% | 3,207 | 1,377 | 75.2% | $14.30万 | 加仓 |
| CHD | Church & Dwight | $33.50万 | 0.08% | 3,453 | 3,453 | — | $33.50万 | 新建仓 |
| PFE | Pfizer Incorporated | $33.50万 | 0.08% | 13,923 | 13,923 | — | $33.50万 | 新建仓 |
| LH | Labcorp Holdings | $33.70万 | 0.08% | 1,202 | 1,202 | — | $33.70万 | 新建仓 |
| CMG | Chipotle Mexican Grill Inc | $34.50万 | 0.09% | 10,150 | 2,715 | 36.5% | $9.23万 | 加仓 |
| PAYX | Paychex, Inc. | $36.40万 | 0.09% | 3,702 | 3,702 | — | $36.40万 | 新建仓 |
| GLW | Corning | $36.80万 | 0.09% | 1,442 | 1,442 | — | $36.80万 | 新建仓 |
| NOC | Northrop Grumman | $41.50万 | 0.10% | 815 | 815 | — | $41.50万 | 新建仓 |
| GNRC | Generac | $43.90万 | 0.11% | 1,500 | 1,500 | — | $43.90万 | 新建仓 |
| FDXF | FedEx Freight | $46.30万 | 0.12% | 3,068 | 3,068 | — | $46.30万 | 新建仓 |
| DAL | Delta Air Lines Inc DEL | $46.80万 | 0.12% | 5,000 | 5,000 | — | $46.80万 | 新建仓 |
| ABT | Abbott Labs | $47.50万 | 0.12% | 5,240 | 5,240 | — | $47.50万 | 新建仓 |
| — | Unilever PLC | $50.80万 | 0.13% | 8,444 | 8,444 | — | $50.80万 | 新建仓 |
| VZ | Verizon Communications Inc. | $53.70万 | 0.13% | 12,688 | 12,688 | — | $53.70万 | 新建仓 |
| GE | GE Aerospace | $55.20万 | 0.14% | 1,476 | 1,476 | — | $55.20万 | 新建仓 |
| NKE | Nike Inc. | $56.10万 | 0.14% | 13,677 | 10,255 | 299.7% | $42.06万 | 重新持有 |
| PLTR | Palantir Technologies | $63.00万 | 0.16% | 5,404 | 5,404 | — | $63.00万 | 新建仓 |
| APA | APA Corporation | $65.10万 | 0.16% | 20,000 | 20,000 | — | $65.10万 | 新建仓 |
| EMR | Emerson Electric Company | $66.00万 | 0.16% | 4,609 | 2,464 | 114.9% | $35.28万 | 加仓 |
| NFLX | NETFLIX INC | $67.30万 | 0.17% | 9,420 | 3,840 | 68.8% | $27.43万 | 加仓 |
| SHW | Sherwin Williams | $72.00万 | 0.18% | 2,090 | 899 | 75.5% | $30.97万 | 加仓 |
| SYK | Stryker Corp | $74.60万 | 0.19% | 2,371 | 1,425 | 150.6% | $44.84万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.90万 | 0.19% | 1 | 1 | — | $74.90万 | 新建仓 |
| AFL | AFLAC, Inc. | $77.20万 | 0.19% | 6,586 | 4,765 | 261.7% | $55.85万 | 重新持有 |
| BMY | Bristol-Meyers Squibb | $78.90万 | 0.20% | 13,692 | 10,234 | 296.0% | $58.97万 | 加仓 |
| TM | Toyota | $79.50万 | 0.20% | 4,722 | 2,517 | 114.1% | $42.38万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $85.40万 | 0.21% | 11,832 | 6,530 | 123.2% | $47.13万 | 加仓 |
| TROW | T. Rowe Price Group | $88.90万 | 0.22% | 7,822 | 4,820 | 160.6% | $54.78万 | 加仓 |
| TSLA | Tesla Inc. | $94.30万 | 0.24% | 2,241 | 1,480 | 194.5% | $62.28万 | 加仓 |
| BA | Boeing | $98.80万 | 0.25% | 4,565 | 2,140 | 88.2% | $46.32万 | 加仓 |
| FCNCA | First Citizens Bank | $106.10万 | 0.26% | 510 | 510 | — | $106.10万 | 新建仓 |
| VGT | Vanguard Information Tech ETF | $108.50万 | 0.27% | 9,077 | 9,077 | — | $108.50万 | 新建仓 |
| TGT | Target Corp. | $118.60万 | 0.30% | 9,079 | 6,737 | 287.7% | $88.01万 | 加仓 |
| PANW | Palto Alto Networks Inc | $124.30万 | 0.31% | 3,646 | 1,316 | 56.5% | $44.87万 | 加仓 |
| BAC | BankAmerica Corp | $131.00万 | 0.33% | 22,994 | 22,994 | — | $131.00万 | 新建仓 |
| MAR | Marriott Intl | $131.60万 | 0.33% | 3,550 | 2,575 | 264.1% | $95.46万 | 加仓 |
| AXP | American Express | $134.10万 | 0.33% | 3,965 | 2,628 | 196.6% | $88.88万 | 加仓 |
| MRK | Merck | $141.00万 | 0.35% | 10,970 | 8,303 | 311.3% | $106.72万 | 加仓 |
| NUE | Nucor Corp | $146.50万 | 0.37% | 6,575 | 3,345 | 103.6% | $74.53万 | 加仓 |
| PM | Philip Morris Intl Inc | $147.80万 | 0.37% | 8,171 | 1,339 | 19.6% | $24.22万 | 加仓 |
| UNP | Union Pacific Corp. | $152.80万 | 0.38% | 5,619 | 3,909 | 228.6% | $106.30万 | 加仓 |
| SBUX | Starbucks Corp. | $164.60万 | 0.41% | 16,106 | 9,901 | 159.6% | $101.19万 | 加仓 |
| TFC | Truist Financial Corp | $169.70万 | 0.42% | 34,065 | 14,565 | 74.7% | $72.56万 | 加仓 |
| ITW | Illinois Tool Works | $174.50万 | 0.44% | 6,452 | 4,274 | 196.2% | $115.59万 | 加仓 |
| HSY | Hershey | $179.90万 | 0.45% | 10,254 | 5,829 | 131.7% | $102.27万 | 加仓 |
| NVS | Novartis AG | $191.70万 | 0.48% | 12,234 | 10,034 | 456.1% | $157.23万 | 加仓 |
| FDX | FedEx Corp | $192.40万 | 0.48% | 6,144 | 4,834 | 369.0% | $151.38万 | 加仓 |
| TXN | Texas Instruments Inc | $196.70万 | 0.49% | 6,599 | 5,453 | 475.8% | $162.54万 | 加仓 |
| AMAT | Applied Matls Inc | $203.20万 | 0.51% | 2,810 | 683 | 32.1% | $49.39万 | 加仓 |
| EQIX | Equinix Inc | $205.50万 | 0.51% | 1,971 | 1,971 | — | $205.50万 | 新建仓 |
| ETN | Eaton Corp PLC | $217.60万 | 0.54% | 5,106 | 3,052 | 148.6% | $130.07万 | 加仓 |
| MMM | 3M Co | $237.40万 | 0.59% | 14,663 | 9,544 | 186.4% | $154.52万 | 加仓 |
| JPM | JP Morgan Chase & Co | $269.50万 | 0.67% | 8,232 | 3,686 | 81.1% | $120.67万 | 加仓 |
| RTX | RTX Corporation | $270.60万 | 0.68% | 14,264 | 11,326 | 385.5% | $214.86万 | 加仓 |
| GOOG | Alphabet Cl C | $274.20万 | 0.68% | 7,760 | 6,328 | 441.9% | $223.60万 | 加仓 |
| IBM | International Business Machines | $285.70万 | 0.71% | 10,161 | 7,486 | 279.9% | $210.49万 | 加仓 |
| LRCX | LAM Research | $291.60万 | 0.73% | 6,730 | 380 | 6.0% | $16.46万 | 加仓 |
| PEP | Pepsi Co | $292.00万 | 0.73% | 21,568 | 13,376 | 163.3% | $181.09万 | 加仓 |
| ABBV | AbbVie | $303.20万 | 0.76% | 12,050 | 8,101 | 205.1% | $203.84万 | 加仓 |
| GEV | GE VERNOVA INC | $314.60万 | 0.79% | 2,678 | 1,133 | 73.3% | $133.10万 | 加仓 |
| QCOM | Qualcomm, Inc. | $318.50万 | 0.79% | 17,238 | 10,621 | 160.5% | $196.24万 | 加仓 |
| DE | Deere & Co. | $324.40万 | 0.81% | 5,114 | 3,904 | 322.6% | $247.65万 | 加仓 |
| ORCL | Oracle Systems | $350.90万 | 0.88% | 23,943 | 21,766 | 999.8% | $318.99万 | 加仓 |
| CSCO | Cisco Systems | $378.80万 | 0.95% | 32,251 | 27,286 | 549.6% | $320.48万 | 加仓 |
| LMT | Lockheed Martin Corp. | $381.00万 | 0.95% | 7,478 | 5,164 | 223.2% | $263.10万 | 加仓 |
| PG | Procter & Gamble | $404.00万 | 1.01% | 27,549 | 15,508 | 128.8% | $227.42万 | 加仓 |
| HD | Home Depot Inc. | $446.40万 | 1.11% | 12,656 | 7,717 | 156.2% | $272.19万 | 加仓 |
| BRK/B | Berkshire Hathaway Inc-B | $448.80万 | 1.12% | 8,970 | 6,599 | 278.3% | $330.17万 | 加仓 |
| AMD | Advanced Micro Devices | $455.10万 | 1.14% | 7,834 | 6,415 | 452.1% | $372.67万 | 加仓 |
| KO | Coca-Cola | $491.70万 | 1.23% | 60,500 | 41,075 | 211.5% | $333.83万 | 加仓 |
| LOW | Lowes | $494.60万 | 1.23% | 22,434 | 18,079 | 415.1% | $398.59万 | 加仓 |
| DUK | Duke Energy Corp New | $518.00万 | 1.29% | 40,921 | 15,352 | 60.0% | $194.33万 | 加仓 |
| ADP | Auto Data Processing | $524.50万 | 1.31% | 23,421 | 17,774 | 314.8% | $398.04万 | 加仓 |
| MCD | McDonalds | $553.50万 | 1.38% | 20,476 | 14,127 | 222.5% | $381.88万 | 加仓 |