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 |
|---|---|---|---|---|---|---|---|---|
| VO | VANGUARD INDEX FDS | $25.39万 | 0.15% | 884 | 884 | — | $25.39万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $23.88万 | 0.14% | 1,230 | 1,230 | — | $23.88万 | 新建仓 |
| BX | BLACKSTONE INC | $23.69万 | 0.14% | 2,060 | -10 | -0.5% | -$1,150 | 减仓 |
| LIN | LINDE PLC | $23.60万 | 0.14% | 476 | -13 | -2.7% | -$6,445 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $23.13万 | 0.14% | 4,107 | 124 | 3.1% | $6,982 | 加仓 |
| HD | HOME DEPOT INC | $22.99万 | 0.14% | 699 | -6 | -0.9% | -$1,973 | 减仓 |
| MRK | MERCK & CO INC | $22.77万 | 0.14% | 1,893 | 1,893 | — | $22.77万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $22.72万 | 0.14% | 662 | 53 | 8.7% | $1.82万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $22.04万 | 0.13% | 801 | 144 | 21.9% | $3.96万 | 重新持有 |
| IWR | ISHARES TR | $21.94万 | 0.13% | 2,257 | -97 | -4.1% | -$9,431 | 减仓 |
| GNRC | GENERAC HLDGS INC | $21.49万 | 0.13% | 1,100 | 0 | 0.0% | — | 重新持有 |
| BLK | BLACKROCK INC | $20.97万 | 0.12% | 218 | -19 | -8.0% | -$1.83万 | 减仓 |
| CRM | SALESFORCE INC | $20.85万 | 0.12% | 1,117 | 246 | 28.2% | $4.59万 | 重新持有 |
| DEO | DIAGEO PLC | $20.64万 | 0.12% | 2,772 | 303 | 12.3% | $2.26万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $20.51万 | 0.12% | 758 | -644 | -45.9% | -$17.43万 | 减仓 |
| IJR | ISHARES TR | $20.46万 | 0.12% | 1,646 | 1,646 | — | $20.46万 | 新建仓 |
| ACHR | ARCHER AVIATION INC | $5.17万 | 0.03% | 10,000 | 0 | 0.0% | — | 不变 |
| — | ATLASCLEAR HOLDINGS INC | $1,988 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | AMCOR PLC | $0 | 0.00% | 0 | -10,823 | -100.0% | -$45.13万 | 清仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $0 | 0.00% | 0 | -5,152 | -100.0% | -$25.21万 | 清仓 |
| LVS | LAS VEGAS SANDS CORP | $0 | 0.00% | 0 | -3,740 | -100.0% | -$24.34万 | 清仓 |
| V | VISA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | -858 | -100.0% | -$20.79万 | 清仓 |