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 |
|---|---|---|---|---|---|---|---|---|
| GNRC | GENERAC HLDGS INC | $32.21万 | 0.17% | 1,100 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $32.05万 | 0.17% | 2,537 | -377 | -12.9% | -$4.76万 | 减仓 |
| LIN | LINDE PLC | $31.81万 | 0.16% | 613 | 137 | 28.8% | $7.11万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $31.27万 | 0.16% | 625 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC | $30.36万 | 0.16% | 95 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $29.21万 | 0.15% | 980 | -250 | -20.3% | -$7.45万 | 减仓 |
| MDT | MEDTRONIC PLC | $28.92万 | 0.15% | 3,697 | 3,697 | — | $28.92万 | 新建仓 |
| MO | ALTRIA GROUP INC | $27.75万 | 0.14% | 3,857 | -2 | -0.1% | -$144 | 减仓 |
| MRK | MERCK & CO INC | $27.09万 | 0.14% | 2,108 | 215 | 11.4% | $2.76万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $26.24万 | 0.14% | 515 | 0 | 0.0% | — | 不变 |
| IP | INTERNATIONAL PAPER CO | $26.13万 | 0.14% | 6,857 | 6,857 | — | $26.13万 | 新建仓 |
| SO | SOUTHERN CO | $25.61万 | 0.13% | 2,676 | 33 | 1.2% | $3,158 | 加仓 |
| — | INNOVATOR ETFS TRUST | $25.13万 | 0.13% | 8,386 | 8,386 | — | $25.13万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $24.98万 | 0.13% | 523 | 523 | — | $24.98万 | 新建仓 |
| IWR | ISHARES TR | $24.90万 | 0.13% | 2,257 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $24.83万 | 0.13% | 1,674 | 28 | 1.7% | $4,153 | 加仓 |
| HD | HOME DEPOT INC | $24.65万 | 0.13% | 699 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $24.24万 | 0.13% | 2,060 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $22.85万 | 0.12% | 666 | 44 | 7.1% | $1.51万 | 重新持有 |
| BOXX | EA SERIES TRUST | $22.63万 | 0.12% | 1,933 | 1,933 | — | $22.63万 | 新建仓 |
| MCD | MCDONALDS CORP | $22.14万 | 0.11% | 819 | -241 | -22.7% | -$6.51万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $22.02万 | 0.11% | 379 | 379 | — | $22.02万 | 新建仓 |
| IFLN | INVESCO EXCH TRADED FD TR II | $21.85万 | 0.11% | 11,944 | 11,944 | — | $21.85万 | 新建仓 |
| HAL | HALLIBURTON CO | $21.66万 | 0.11% | 6,381 | -2,174 | -25.4% | -$7.38万 | 减仓 |
| BLK | BLACKROCK INC | $21.64万 | 0.11% | 225 | 7 | 3.2% | $6,731 | 加仓 |
| ACHR | ARCHER AVIATION INC | $4.73万 | 0.02% | 10,000 | 0 | 0.0% | — | 不变 |
| — | ATLASCLEAR HOLDINGS INC | $1,968 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| 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 |