Code Waechter LLC
TAMPA FL · SEC CIK 0002039212
$1.68亿2026Q1 申报市值
118持仓数
52.3%前十大占比 · 第一大 10.3%
12 / 4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
CGNG 新建仓+$499.56万
CGGO 新建仓+$215.31万
CGDV 加仓+$130.19万
SCHG 加仓+$123.03万
VB 加仓+$106.47万
2026Q1 卖出最多 按季末市值估算
AMCOR PLC 清仓-$45.13万
VZ 减仓-$38.12万
JNJ 减仓-$25.42万
WMB 减仓-$25.25万
ARE 清仓-$25.21万
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 |
|---|---|---|---|---|---|---|---|---|
| TTE | TOTALENERGIES SE | $124.51万 | 0.74% | 13,685 | -254 | -1.8% | -$2.31万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $124.80万 | 0.74% | 22,018 | 138 | 0.6% | $7,822 | 加仓 |
| IWF | ISHARES TR | $129.63万 | 0.77% | 3,040 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $160.25万 | 0.95% | 2,776 | 3 | 0.1% | $1,732 | 加仓 |
| NVDA | NVIDIA CORPORATION | $170.49万 | 1.01% | 9,776 | 669 | 7.3% | $11.67万 | 加仓 |
| IVV | ISHARES TR | $173.04万 | 1.03% | 2,649 | -20 | -0.7% | -$1.31万 | 减仓 |
| MSFT | MICROSOFT CORP | $190.53万 | 1.13% | 5,147 | 362 | 7.6% | $13.40万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $215.31万 | 1.28% | 64,521 | 64,521 | — | $215.31万 | 新建仓 |
| AAPL | APPLE INC | $219.95万 | 1.31% | 8,667 | 344 | 4.1% | $8.73万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $231.27万 | 1.37% | 79,528 | -863 | -1.1% | -$2.51万 | 减仓 |
| QDPL | PACER FDS TR | $342.62万 | 2.04% | 85,360 | 11,567 | 15.7% | $46.43万 | 加仓 |
| DRSK | ETF SER SOLUTIONS | $344.55万 | 2.05% | 126,071 | 6,459 | 5.4% | $17.65万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $423.40万 | 2.52% | 136,757 | -5,321 | -3.7% | -$16.47万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $451.68万 | 2.68% | 176,163 | -337 | -0.2% | -$8,641 | 减仓 |
| BALT | INNOVATOR ETFS TRUST | $466.42万 | 2.77% | 139,374 | 10,258 | 7.9% | $34.33万 | 加仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $499.56万 | 2.97% | 158,239 | 158,239 | — | $499.56万 | 新建仓 |
| SCHR | SCHWAB STRATEGIC TR | $538.01万 | 3.20% | 215,982 | 10,571 | 5.1% | $26.33万 | 加仓 |
| VIOG | VANGUARD ADMIRAL FDS INC | $683.37万 | 4.06% | 54,907 | 5,035 | 10.1% | $62.67万 | 加仓 |
| VIOV | VANGUARD ADMIRAL FDS INC | $774.11万 | 4.60% | 76,087 | 2,422 | 3.3% | $24.64万 | 加仓 |
| VB | VANGUARD INDEX FDS | $1,100.78万 | 6.54% | 42,027 | 4,065 | 10.7% | $106.47万 | 加仓 |
| SGOV | ISHARES TR | $1,165.13万 | 6.92% | 115,749 | 5,559 | 5.0% | $55.96万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1,389.64万 | 8.26% | 326,667 | 30,605 | 10.3% | $130.19万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,725.98万 | 10.26% | 592,508 | 42,235 | 7.7% | $123.03万 | 加仓 |