Wealth Advisory Team LLC
BELLEVUE KY · SEC CIK 0002039196
$1.23亿2026Q2 申报市值
39持仓数
76.5%前十大占比 · 第一大 15.6%
0 / 0新建仓 / 清仓
26Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
本季没有买入
2026Q2 卖出最多 按季末市值估算
本季没有卖出
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| NEE | NEXTERA ENERGY INC | $20.10万 | 0.16% | 2,290 | — | — | — | — |
| MCD | MCDONALDS CORP | $22.77万 | 0.19% | 842 | — | — | — | — |
| VUG | VANGUARD INDEX FDS | $23.16万 | 0.19% | 2,689 | — | — | — | — |
| CEMB | ISHARES INC | $24.93万 | 0.20% | 5,460 | — | — | — | — |
| GE | GE AEROSPACE | $25.33万 | 0.21% | 678 | — | — | — | — |
| IJJ | ISHARES TR | $25.45万 | 0.21% | 1,723 | — | — | — | — |
| SPY | STATE STR SPDR S&P 500 ETF T | $28.08万 | 0.23% | 375 | — | — | — | — |
| JNJ | JOHNSON & JOHNSON | $32.52万 | 0.26% | 1,280 | — | — | — | — |
| AAPL | APPLE INC | $32.87万 | 0.27% | 1,136 | — | — | — | — |
| GSY | INVESCO ACTIVELY MANAGED EXC | $35.97万 | 0.29% | 7,173 | — | — | — | — |
| MSFT | MICROSOFT CORP | $39.50万 | 0.32% | 1,059 | — | — | — | — |
| SO | SOUTHERN CO | $44.40万 | 0.36% | 4,639 | — | — | — | — |
| SCHG | SCHWAB STRATEGIC TR | $61.51万 | 0.50% | 18,176 | — | — | — | — |
| CGW | INVESCO EXCH TRADED FD TR II | $68.64万 | 0.56% | 10,443 | — | — | — | — |
| — | VANECK ETF TRUST | $78.72万 | 0.64% | 32,617 | — | — | — | — |
| PG | PROCTER & GAMBLE CO | $79.92万 | 0.65% | 5,450 | — | — | — | — |
| FNDX | SCHWAB STRATEGIC TR | $86.09万 | 0.70% | 27,682 | — | — | — | — |
| SMH | VANECK ETF TRUST | $91.49万 | 0.74% | 1,395 | — | — | — | — |
| DSI | ISHARES TR | $94.61万 | 0.77% | 6,645 | — | — | — | — |
| EAGG | ISHARES TR | $103.55万 | 0.84% | 21,841 | — | — | — | — |
| XJH | ISHARES TR | $104.38万 | 0.85% | 20,016 | — | — | — | — |
| SUSB | ISHARES TR | $106.74万 | 0.87% | 42,713 | — | — | — | — |
| FNDF | SCHWAB STRATEGIC TR | $129.32万 | 1.05% | 24,510 | — | — | — | — |
| ESML | ISHARES TR | $154.82万 | 1.26% | 27,681 | — | — | — | — |
| ESGE | ISHARES INC | $179.90万 | 1.46% | 32,895 | — | — | — | — |
| NULG | NUSHARES ETF TR | $220.74万 | 1.79% | 18,857 | — | — | — | — |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $256.77万 | 2.09% | 22,747 | — | — | — | — |
| ESGD | ISHARES TR | $346.25万 | 2.81% | 33,679 | — | — | — | — |
| USSG | DBX ETF TR | $372.35万 | 3.03% | 53,606 | — | — | — | — |
| VONG | VANGUARD SCOTTSDALE FDS | $563.64万 | 4.58% | 44,100 | — | — | — | — |
| VYM | VANGUARD WHITEHALL FDS | $568.10万 | 4.62% | 35,949 | — | — | — | — |
| UITB | VICTORY PORTFOLIOS II | $578.30万 | 4.70% | 123,467 | — | — | — | — |
| VWO | VANGUARD INTL EQUITY INDEX F | $579.07万 | 4.71% | 97,012 | — | — | — | — |
| BIV | VANGUARD BD INDEX FDS | $665.98万 | 5.41% | 86,829 | — | — | — | — |
| UCON | FIRST TR EXCHNG TRADED FD VI | $800.86万 | 6.51% | 321,889 | — | — | — | — |
| DBEF | DBX ETF TR | $1,219.77万 | 9.92% | 223,278 | — | — | — | — |
| DRSK | ETF SER SOLUTIONS | $1,233.82万 | 10.03% | 429,155 | — | — | — | — |
| DFUS | DIMENSIONAL ETF TRUST | $1,279.41万 | 10.40% | 156,140 | — | — | — | — |
| ACIO | ETF SER SOLUTIONS | $1,921.17万 | 15.62% | 416,378 | — | — | — | — |