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 |
|---|---|---|---|---|---|---|---|---|
| SCHD | SCHWAB STRATEGIC TR | $111.59万 | 0.58% | 35,192 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $123.76万 | 0.64% | 21,912 | -106 | -0.5% | -$5,987 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $126.49万 | 0.65% | 20,481 | 301 | 1.5% | $1.86万 | 加仓 |
| GOOGL | ALPHABET INC | $126.69万 | 0.66% | 3,545 | -169 | -4.6% | -$6.04万 | 减仓 |
| ABBV | ABBVIE INC | $128.40万 | 0.66% | 5,102 | -37 | -0.7% | -$9,311 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $132.45万 | 0.69% | 21,969 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $145.00万 | 0.75% | 52,347 | 4,070 | 8.4% | $11.27万 | 加仓 |
| AVGO | BROADCOM INC | $147.71万 | 0.76% | 3,910 | 64 | 1.7% | $2.42万 | 加仓 |
| IWF | ISHARES TR | $150.99万 | 0.78% | 12,160 | 0 | 0.0% | — | 不变 |
| DEFR | ETF SER SOLUTIONS | $179.39万 | 0.93% | 67,072 | 67,072 | — | $179.39万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $189.67万 | 0.98% | 9,479 | -297 | -3.0% | -$5.94万 | 减仓 |
| IVV | ISHARES TR | $195.39万 | 1.01% | 2,609 | -40 | -1.5% | -$3.00万 | 减仓 |
| MSFT | MICROSOFT CORP | $199.31万 | 1.03% | 5,343 | 196 | 3.8% | $7.31万 | 加仓 |
| QQQ | INVESCO QQQ TR | $205.11万 | 1.06% | 2,785 | 9 | 0.3% | $6,628 | 加仓 |
| AAPL | APPLE INC | $256.07万 | 1.32% | 8,850 | 183 | 2.1% | $5.30万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $281.17万 | 1.45% | 77,822 | -1,706 | -2.1% | -$6.16万 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $309.73万 | 1.60% | 73,170 | 8,649 | 13.4% | $36.61万 | 加仓 |
| VIOV | VANGUARD ADMIRAL FDS INC | $350.39万 | 1.81% | 29,864 | -46,223 | -60.8% | -$542.33万 | 减仓 |
| QDPL | PACER FDS TR | $391.42万 | 2.02% | 86,848 | 1,488 | 1.7% | $6.71万 | 加仓 |
| DRSK | ETF SER SOLUTIONS | $396.54万 | 2.05% | 137,928 | 11,857 | 9.4% | $34.09万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $401.63万 | 2.08% | 162,866 | -53,116 | -24.6% | -$130.98万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $500.48万 | 2.59% | 135,742 | -1,015 | -0.7% | -$3.74万 | 减仓 |
| BALT | INNOVATOR ETFS TRUST | $523.60万 | 2.71% | 152,786 | 13,412 | 9.6% | $45.96万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $526.20万 | 2.72% | 178,796 | 2,633 | 1.5% | $7.75万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $558.97万 | 2.89% | 44,804 | 44,804 | — | $558.97万 | 新建仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $629.96万 | 3.26% | 168,168 | 9,929 | 6.3% | $37.19万 | 加仓 |
| VIOG | VANGUARD ADMIRAL FDS INC | $876.69万 | 4.54% | 57,143 | 2,236 | 4.1% | $34.30万 | 加仓 |
| SGOV | ISHARES TR | $1,138.50万 | 5.89% | 113,092 | -2,657 | -2.3% | -$26.75万 | 减仓 |
| VB | VANGUARD INDEX FDS | $1,362.59万 | 7.05% | 44,952 | 2,925 | 7.0% | $88.66万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1,697.92万 | 8.78% | 344,545 | 17,878 | 5.5% | $88.10万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $2,069.16万 | 10.70% | 611,454 | 18,946 | 3.2% | $64.11万 | 加仓 |