Wealth Group, Ltd.
RALEIGH NC · SEC CIK 0002013988
$1.07亿2026Q1 申报市值
88持仓数
47.6%前十大占比 · 第一大 11.7%
9 / 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
ADP 加仓+$59.59万
PG 加仓+$46.72万
EXXON MOBIL CORP 加仓+$43.35万
LLY 加仓+$38.17万
COST 加仓+$35.47万
2026Q1 卖出最多 按季末市值估算
ADBE 清仓-$60.80万
CRWD 清仓-$22.50万
INTU 清仓-$21.40万
ETN 减仓-$5.33万
LMT 减仓-$1.51万
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 |
|---|---|---|---|---|---|---|---|---|
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -1,736 | -100.0% | -$60.80万 | 清仓 |
| CRWD | CROWDSTRIKE | $0 | 0.00% | 0 | -479 | -100.0% | -$22.50万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| INTU | INTUIT | $0 | 0.00% | 0 | -323 | -100.0% | -$21.40万 | 清仓 |
| AFL | AFLAC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | PDS BIOTECHNOLOGY CORP | $8,000 | 0.01% | 13,399 | 0 | 0.0% | — | 不变 |
| — | COHERUS BIOSCIENCES | $2.40万 | 0.02% | 14,195 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $20.70万 | 0.19% | 650 | 650 | — | $20.70万 | 新建仓 |
| HWM | HOMEMET AEROSPACE INC | $20.80万 | 0.19% | 904 | 904 | — | $20.80万 | 新建仓 |
| ASML | ASML HLDG NV | $20.90万 | 0.19% | 158 | 158 | — | $20.90万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $21.00万 | 0.20% | 3,458 | 3,458 | — | $21.00万 | 新建仓 |
| TMO | THERMO FISHER | $21.60万 | 0.20% | 439 | 439 | — | $21.60万 | 新建仓 |
| URI | UNITED RENTALS | $21.90万 | 0.20% | 300 | 300 | — | $21.90万 | 新建仓 |
| TXN | TEXAS INSTRUMENTS | $22.20万 | 0.21% | 1,146 | 1,146 | — | $22.20万 | 新建仓 |
| ITIC | INVESTORS TITLE CO NC | $22.90万 | 0.21% | 1,054 | 0 | 0.0% | — | 不变 |
| VEEV | VEEVA SYS INC | $23.30万 | 0.22% | 1,328 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $23.80万 | 0.22% | 7,435 | -75 | -1.0% | -$2,401 | 减仓 |
| COP | CONOCOPHILLIPS | $24.20万 | 0.23% | 1,830 | 1,830 | — | $24.20万 | 新建仓 |
| ENB | ENBRIDGE INC | $25.30万 | 0.24% | 4,682 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $25.50万 | 0.24% | 4,429 | -53 | -1.2% | -$3,051 | 减仓 |
| SO | SOUTHERN CO | $25.60万 | 0.24% | 2,650 | 2,650 | — | $25.60万 | 新建仓 |
| TROW | T. ROWE PRICE GROUP | $27.10万 | 0.25% | 3,002 | 2 | 0.1% | $181 | 加仓 |
| EMR | EMERSON ELEC CO | $28.10万 | 0.26% | 2,145 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA | $28.30万 | 0.26% | 761 | 0 | 0.0% | — | 不变 |
| TGT | TARGET | $28.40万 | 0.26% | 2,342 | 1 | 0.0% | $121 | 加仓 |
| AMD | ADVANCED MICRO DEVICES | $28.90万 | 0.27% | 1,419 | 250 | 21.4% | $5.09万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR | $30.00万 | 0.28% | 888 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $31.10万 | 0.29% | 946 | 251 | 36.1% | $8.25万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $31.60万 | 0.29% | 1,100 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $31.90万 | 0.30% | 975 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $32.00万 | 0.30% | 2,177 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $32.10万 | 0.30% | 2,667 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $33.60万 | 0.31% | 2,200 | 0 | 0.0% | — | 不变 |
| BLDR | BUILDERS FIRSTSOURCE INC | $35.80万 | 0.33% | 4,350 | 300 | 7.4% | $2.47万 | 加仓 |
| SCHW | CHARLES SCHWAB | $36.20万 | 0.34% | 3,852 | 0 | 0.0% | — | 不变 |
| PANW | PALTO ALTO NETWORKS | $37.40万 | 0.35% | 2,330 | 300 | 14.8% | $4.82万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $38.10万 | 0.36% | 5,302 | 100 | 1.9% | $7,186 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $38.20万 | 0.36% | 1,191 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $38.50万 | 0.36% | 4,965 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $40.40万 | 0.38% | 1,337 | 50 | 3.9% | $1.51万 | 加仓 |
| GOOG | ALPHABET INC | $41.10万 | 0.38% | 1,432 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $41.50万 | 0.39% | 1,710 | 3 | 0.2% | $728 | 加仓 |
| TM | TOYOTA MOTOR CORP | $45.40万 | 0.42% | 2,205 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $46.70万 | 0.44% | 1,310 | 120 | 10.1% | $4.28万 | 加仓 |
| BA | BOEING | $48.30万 | 0.45% | 2,425 | 1,400 | 136.6% | $27.88万 | 加仓 |
| NFLX | NETFLIX INC | $53.70万 | 0.50% | 5,580 | -10 | -0.2% | -$962 | 减仓 |
| NUE | NUCOR CORP | $54.60万 | 0.51% | 3,230 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $55.60万 | 0.52% | 6,205 | 3,502 | 129.6% | $31.38万 | 加仓 |
| RTX | RTX CORPORATION | $56.70万 | 0.53% | 2,938 | 1 | 0.0% | $193 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $56.70万 | 0.53% | 2,178 | 112 | 5.4% | $2.92万 | 加仓 |
| RY | ROYAL BK CDA | $63.80万 | 0.60% | 3,943 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATION BUSINESS MACHS | $64.80万 | 0.60% | 2,675 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $68.20万 | 0.64% | 1,210 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $72.70万 | 0.68% | 2,127 | 50 | 2.4% | $1.71万 | 加仓 |
| ETN | EATON CORP PLC | $73.50万 | 0.69% | 2,054 | -149 | -6.8% | -$5.33万 | 减仓 |
| MMM | 3M CO | $74.30万 | 0.69% | 5,119 | 550 | 12.0% | $7.98万 | 加仓 |
| QCOM | QUALCOMM INC | $85.20万 | 0.79% | 6,617 | 251 | 3.9% | $3.23万 | 加仓 |
| ABBV | ABBVIE INC | $85.90万 | 0.80% | 3,949 | 215 | 5.8% | $4.68万 | 加仓 |
| V | VISA INC | $88.30万 | 0.82% | 2,921 | 169 | 6.1% | $5.11万 | 加仓 |
| TFC | TRUIST FINL CORP | $89.60万 | 0.84% | 19,500 | 282 | 1.5% | $1.30万 | 加仓 |
| HSY | HERSHEY CO | $92.00万 | 0.86% | 4,425 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $93.60万 | 0.87% | 5,515 | 2,554 | 86.3% | $43.35万 | 加仓 |
| LOW | LOWES COS INC | $102.90万 | 0.96% | 4,355 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $113.00万 | 1.05% | 6,832 | 1 | 0.0% | $165 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $113.60万 | 1.06% | 2,371 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $114.70万 | 1.07% | 5,647 | 2,934 | 108.1% | $59.59万 | 加仓 |
| PEP | PEPSICO INC | $127.20万 | 1.19% | 8,192 | 659 | 8.7% | $10.23万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $128.10万 | 1.19% | 5,240 | 519 | 11.0% | $12.69万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $133.70万 | 1.25% | 4,546 | 331 | 7.9% | $9.73万 | 加仓 |
| GEV | GE VERNOVA INC | $134.90万 | 1.26% | 1,545 | 225 | 17.0% | $19.65万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $135.70万 | 1.27% | 6,350 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $139.90万 | 1.31% | 2,314 | -25 | -1.1% | -$1.51万 | 减仓 |
| AVGO | BROADCOM INC | $145.50万 | 1.36% | 4,700 | 110 | 2.4% | $3.41万 | 加仓 |
| KO | COCA COLA CO | $147.70万 | 1.38% | 19,425 | 1,762 | 10.0% | $13.40万 | 加仓 |
| AMGN | AMGEN INC | $150.10万 | 1.40% | 4,267 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $151.20万 | 1.41% | 1,644 | 415 | 33.8% | $38.17万 | 加仓 |
| HD | HOME DEPOT INC | $162.40万 | 1.51% | 4,939 | 620 | 14.4% | $20.39万 | 加仓 |
| PG | PROCTER AND GAMBLE CO | $173.90万 | 1.62% | 12,041 | 3,235 | 36.7% | $46.72万 | 加仓 |
| CMI | CUMMINS INC | $183.40万 | 1.71% | 3,409 | 0 | 0.0% | — | 不变 |
| PH | PARKER HANNIFIN | $192.30万 | 1.79% | 2,148 | -12 | -0.6% | -$1.07万 | 减仓 |
| MCD | MCDONALDS CORP | $197.30万 | 1.84% | 6,349 | -9 | -0.1% | -$2,797 | 减仓 |
| COST | COSTCO WHSL CORP NEW | $218.80万 | 2.04% | 2,196 | 356 | 19.3% | $35.47万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $246.10万 | 2.30% | 4,926 | 1 | 0.0% | $500 | 加仓 |
| META | META PLATFORMS INC | $254.50万 | 2.37% | 4,448 | 387 | 9.5% | $22.14万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $334.80万 | 3.12% | 25,569 | 1,833 | 7.7% | $24.00万 | 加仓 |
| CVX | CHEVRON CORP NEW | $371.30万 | 3.46% | 17,946 | 537 | 3.1% | $11.11万 | 加仓 |
| MSFT | MICROSOFT CORP | $388.90万 | 3.63% | 10,506 | 351 | 3.5% | $12.99万 | 加仓 |
| CAT | CATERPILLAR INC | $399.10万 | 3.72% | 5,634 | 1 | 0.0% | $708 | 加仓 |
| AMZN | AMAZON COM INC | $447.10万 | 4.17% | 21,468 | 860 | 4.2% | $17.91万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $518.10万 | 4.83% | 29,706 | 255 | 0.9% | $4.45万 | 加仓 |
| GOOGL | ALPHABET INC | $555.30万 | 5.18% | 19,312 | 425 | 2.3% | $12.22万 | 加仓 |
| WMT | WALMART INC | $582.50万 | 5.43% | 46,870 | 1,092 | 2.4% | $13.57万 | 加仓 |
| AAPL | APPLE INC | $1,253.00万 | 11.69% | 49,373 | 284 | 0.6% | $7.21万 | 加仓 |