Code Waechter LLC
TAMPA FL · SEC CIK 0002039212
$1.93亿2026Q2 申报市值
127持仓数
51.1%前十大占比 · 第一大 10.7%
12 / 4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
AVUV 新建仓+$558.97万
DEFR 新建仓+$179.39万
VB 加仓+$88.66万
CGDV 加仓+$88.10万
SCHG 加仓+$64.11万
2026Q2 卖出最多 按季末市值估算
VIOV 减仓-$542.33万
SCHR 减仓-$130.98万
SGOV 减仓-$26.75万
AIG 清仓-$25.79万
LLY 减仓-$22.79万
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 |
|---|---|---|---|---|---|---|---|---|
| AIG | AMERICAN INTL GROUP INC | $0 | 0.00% | 0 | -3,427 | -100.0% | -$25.79万 | 清仓 |
| GD | GENERAL DYNAMICS CORP | $0 | 0.00% | 0 | -662 | -100.0% | -$22.72万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -1,117 | -100.0% | -$20.85万 | 清仓 |
| DEO | DIAGEO PLC | $0 | 0.00% | 0 | -2,772 | -100.0% | -$20.64万 | 清仓 |
| — | ATLASCLEAR HOLDINGS INC | $1,968 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| ACHR | ARCHER AVIATION INC | $4.73万 | 0.02% | 10,000 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $21.64万 | 0.11% | 225 | 7 | 3.2% | $6,731 | 加仓 |
| HAL | HALLIBURTON CO | $21.66万 | 0.11% | 6,381 | -2,174 | -25.4% | -$7.38万 | 减仓 |
| IFLN | INVESCO EXCH TRADED FD TR II | $21.85万 | 0.11% | 11,944 | 11,944 | — | $21.85万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $22.02万 | 0.11% | 379 | 379 | — | $22.02万 | 新建仓 |
| MCD | MCDONALDS CORP | $22.14万 | 0.11% | 819 | -241 | -22.7% | -$6.51万 | 减仓 |
| BOXX | EA SERIES TRUST | $22.63万 | 0.12% | 1,933 | 1,933 | — | $22.63万 | 新建仓 |
| V | VISA INC | $22.85万 | 0.12% | 666 | 44 | 7.1% | $1.51万 | 重新持有 |
| BX | BLACKSTONE INC | $24.24万 | 0.13% | 2,060 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $24.65万 | 0.13% | 699 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $24.83万 | 0.13% | 1,674 | 28 | 1.7% | $4,153 | 加仓 |
| IWR | ISHARES TR | $24.90万 | 0.13% | 2,257 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $24.98万 | 0.13% | 523 | 523 | — | $24.98万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $25.13万 | 0.13% | 8,386 | 8,386 | — | $25.13万 | 新建仓 |
| SO | SOUTHERN CO | $25.61万 | 0.13% | 2,676 | 33 | 1.2% | $3,158 | 加仓 |
| IP | INTERNATIONAL PAPER CO | $26.13万 | 0.14% | 6,857 | 6,857 | — | $26.13万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $26.24万 | 0.14% | 515 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $27.09万 | 0.14% | 2,108 | 215 | 11.4% | $2.76万 | 加仓 |
| MO | ALTRIA GROUP INC | $27.75万 | 0.14% | 3,857 | -2 | -0.1% | -$144 | 减仓 |
| MDT | MEDTRONIC PLC | $28.92万 | 0.15% | 3,697 | 3,697 | — | $28.92万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $29.21万 | 0.15% | 980 | -250 | -20.3% | -$7.45万 | 减仓 |
| AZO | AUTOZONE INC | $30.36万 | 0.16% | 95 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $31.27万 | 0.16% | 625 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $31.81万 | 0.16% | 613 | 137 | 28.8% | $7.11万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $32.05万 | 0.17% | 2,537 | -377 | -12.9% | -$4.76万 | 减仓 |
| GNRC | GENERAC HLDGS INC | $32.21万 | 0.17% | 1,100 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $32.48万 | 0.17% | 5,403 | 426 | 8.6% | $2.56万 | 加仓 |
| IAU | ISHARES GOLD TR | $32.76万 | 0.17% | 4,339 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $32.94万 | 0.17% | 2,804 | 2,804 | — | $32.94万 | 新建仓 |
| RCL | ROYAL CARIBBEAN GROUP | $33.40万 | 0.17% | 1,052 | 251 | 31.3% | $7.97万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $33.47万 | 0.17% | 3,049 | -74 | -2.4% | -$8,123 | 减仓 |
| VTI | VANGUARD INDEX FDS | $33.87万 | 0.18% | 915 | 1 | 0.1% | $370 | 加仓 |
| SBUX | STARBUCKS CORP | $33.99万 | 0.18% | 3,326 | 3 | 0.1% | $307 | 加仓 |
| KO | COCA COLA CO | $34.31万 | 0.18% | 4,222 | 40 | 1.0% | $3,251 | 加仓 |
| PPL | PPL CORP | $34.66万 | 0.18% | 9,535 | -55 | -0.6% | -$1,999 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $35.02万 | 0.18% | 2,999 | 582 | 24.1% | $6.80万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $35.39万 | 0.18% | 10,166 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $36.37万 | 0.19% | 1,337 | 275 | 25.9% | $7.48万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $36.86万 | 0.19% | 20,789 | -723 | -3.4% | -$1.28万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $37.73万 | 0.20% | 2,758 | -520 | -15.9% | -$7.11万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $38.21万 | 0.20% | 331 | 331 | — | $38.21万 | 新建仓 |
| DLN | WISDOMTREE TR | $38.53万 | 0.20% | 4,000 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $39.79万 | 0.21% | 946 | 68 | 7.7% | $2.86万 | 加仓 |
| — | ROUNDHILL ETF TRUST | $40.79万 | 0.21% | 13,390 | 157 | 1.2% | $4,782 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $41.07万 | 0.21% | 439 | 19 | 4.5% | $1.78万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $42.18万 | 0.22% | 18,235 | 18,235 | — | $42.18万 | 新建仓 |
| CARR | CARRIER GLOBAL CORPORATION | $42.67万 | 0.22% | 5,817 | 1,710 | 41.6% | $12.54万 | 加仓 |
| MLN | VANECK ETF TRUST | $43.99万 | 0.23% | 24,739 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $44.15万 | 0.23% | 5,480 | 1,944 | 55.0% | $15.66万 | 加仓 |
| GSK | GSK PLC | $44.74万 | 0.23% | 8,535 | -1,772 | -17.2% | -$9.29万 | 减仓 |
| CME | CME GROUP INC | $45.18万 | 0.23% | 2,046 | 233 | 12.9% | $5.15万 | 加仓 |
| O | REALTY INCOME CORP | $45.36万 | 0.23% | 7,320 | -1,647 | -18.4% | -$10.21万 | 减仓 |
| PAYX | PAYCHEX INC | $47.24万 | 0.24% | 4,804 | 995 | 26.1% | $9.78万 | 加仓 |
| AMCR | AMCOR PLC | $47.98万 | 0.25% | 11,067 | 161 | 1.5% | $6,979 | 加仓 |
| PEP | PEPSICO INC | $49.96万 | 0.26% | 3,690 | -19 | -0.5% | -$2,573 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $50.71万 | 0.26% | 1,220 | 462 | 60.9% | $19.20万 | 加仓 |
| RTX | RTX CORPORATION | $51.15万 | 0.26% | 2,696 | -333 | -11.0% | -$6.32万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $51.41万 | 0.27% | 1,001 | 228 | 29.5% | $11.71万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $52.71万 | 0.27% | 12,450 | 1,297 | 11.6% | $5.49万 | 加仓 |
| BMO | BANK MONTREAL MEDIUM | $53.45万 | 0.28% | 3,025 | -557 | -15.5% | -$9.84万 | 减仓 |
| FE | FIRSTENERGY CORP | $56.38万 | 0.29% | 11,860 | 1,044 | 9.7% | $4.96万 | 加仓 |
| GE | GE AEROSPACE | $57.60万 | 0.30% | 1,541 | -42 | -2.7% | -$1.57万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $58.24万 | 0.30% | 4,601 | 12 | 0.3% | $1,519 | 加仓 |
| SUB | ISHARES TR | $58.71万 | 0.30% | 5,514 | 0 | 0.0% | — | 不变 |
| SNY | SANOFI SA | $59.32万 | 0.31% | 13,905 | 416 | 3.1% | $1.77万 | 加仓 |
| MS | MORGAN STANLEY | $63.15万 | 0.33% | 3,021 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC | $63.44万 | 0.33% | 7,900 | -966 | -10.9% | -$7.76万 | 减仓 |
| AMGN | AMGEN INC | $64.67万 | 0.33% | 1,786 | -360 | -16.8% | -$13.04万 | 减仓 |
| IJH | ISHARES TR | $65.20万 | 0.34% | 8,455 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $66.21万 | 0.34% | 2,607 | -483 | -15.6% | -$12.27万 | 减仓 |
| — | EXXON MOBIL CORP | $66.47万 | 0.34% | 4,862 | -1,306 | -21.2% | -$17.86万 | 减仓 |
| PFE | PFIZER INC | $67.34万 | 0.35% | 27,966 | 188 | 0.7% | $4,527 | 加仓 |
| TFC | TRUIST FINL CORP | $71.74万 | 0.37% | 14,400 | -347 | -2.4% | -$1.73万 | 减仓 |
| TRP | TC ENERGY CORP | $73.40万 | 0.38% | 11,072 | -148 | -1.3% | -$9,811 | 减仓 |
| META | META PLATFORMS INC | $74.13万 | 0.38% | 1,316 | 88 | 7.2% | $4.96万 | 加仓 |
| PLD | PROLOGIS INC. | $74.21万 | 0.38% | 5,478 | -162 | -2.9% | -$2.19万 | 减仓 |
| GOOG | ALPHABET INC | $82.01万 | 0.42% | 2,321 | -94 | -3.9% | -$3.32万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $82.70万 | 0.43% | 4,572 | -404 | -8.1% | -$7.31万 | 减仓 |
| LLY | ELI LILLY & CO | $85.16万 | 0.44% | 710 | -190 | -21.1% | -$22.79万 | 减仓 |
| AMAT | APPLIED MATLS INC | $85.17万 | 0.44% | 1,178 | -40 | -3.3% | -$2.89万 | 减仓 |
| CVX | CHEVRON CORPORATION | $85.24万 | 0.44% | 5,142 | 164 | 3.3% | $2.72万 | 加仓 |
| NGG | NATIONAL GRID PLC | $85.86万 | 0.44% | 10,361 | -1,175 | -10.2% | -$9.74万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $87.30万 | 0.45% | 4,006 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $90.00万 | 0.47% | 2,750 | -71 | -2.5% | -$2.32万 | 减仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $93.35万 | 0.48% | 18,361 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $95.87万 | 0.50% | 12,897 | -3 | -0.0% | -$223 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $96.59万 | 0.50% | 3,923 | -35 | -0.9% | -$8,618 | 减仓 |
| SPYD | SPDR SERIES TRUST | $97.87万 | 0.51% | 20,513 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $100.26万 | 0.52% | 16,599 | -229 | -1.4% | -$1.38万 | 减仓 |
| MUB | ISHARES TR | $101.74万 | 0.53% | 9,454 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $101.79万 | 0.53% | 1,363 | -55 | -3.9% | -$4.11万 | 减仓 |
| ENB | ENBRIDGE INC | $104.97万 | 0.54% | 19,364 | 85 | 0.4% | $4,608 | 加仓 |
| TTE | TOTALENERGIES SE | $108.01万 | 0.56% | 13,890 | 205 | 1.5% | $1.59万 | 加仓 |
| DVY | ISHARES TR | $111.28万 | 0.58% | 7,120 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $111.40万 | 0.58% | 4,674 | 164 | 3.6% | $3.91万 | 加仓 |