NWF Advisory Services Inc.
Los Angeles CA · SEC CIK 0002045735
$10.64亿2026Q2 申报市值
456持仓数
33.6%前十大占比 · 第一大 6.5%
49 / 12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
MKL 加仓+$396.85万
AMR 加仓+$303.33万
CB 加仓+$261.89万
BRK/B 加仓+$237.68万
IVW 加仓+$214.26万
2026Q2 卖出最多 按季末市值估算
MU 减仓-$1,478.99万
EXXON MOBIL CORP 清仓-$220.64万
BIL 清仓-$216.27万
MTUM 重新持有-$164.87万
AMGN 减仓-$149.06万
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 |
|---|---|---|---|---|---|---|---|---|
| EIPI | FIRST TR EXCHNG TRADED FD VI | $299.18万 | 0.28% | 136,989 | -950 | -0.7% | -$2.07万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $302.36万 | 0.28% | 6,331 | -293 | -4.4% | -$13.99万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $304.60万 | 0.29% | 14,317 | 361 | 2.6% | $7.68万 | 加仓 |
| IVW | ISHARES TR | $310.83万 | 0.29% | 22,601 | 15,579 | 221.9% | $214.26万 | 加仓 |
| VO | VANGUARD INDEX FDS | $314.25万 | 0.30% | 39,004 | -4,856 | -11.1% | -$39.12万 | 减仓 |
| ABBV | ABBVIE INC | $322.71万 | 0.30% | 12,825 | 166 | 1.3% | $4.18万 | 加仓 |
| FLDR | FIDELITY MERRIMACK STR TR | $344.84万 | 0.32% | 68,816 | -2,457 | -3.4% | -$12.31万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $349.80万 | 0.33% | 29,982 | 204 | 0.7% | $2.38万 | 加仓 |
| BST | BLACKROCK SCIENCE & TECHNOLO | $355.00万 | 0.33% | 70,005 | -2,000 | -2.8% | -$10.14万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $355.11万 | 0.33% | 11,721 | 1,031 | 9.6% | $31.24万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $360.46万 | 0.34% | 94,957 | 43,970 | 86.2% | $166.91万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $366.26万 | 0.34% | 100,263 | -4,137 | -4.0% | -$15.11万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $396.98万 | 0.37% | 18,216 | -370 | -2.0% | -$8.06万 | 减仓 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $414.26万 | 0.39% | 299,535 | -4,163 | -1.4% | -$5.76万 | 减仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $422.31万 | 0.40% | 164,130 | -924 | -0.6% | -$2.38万 | 减仓 |
| GOOGL | ALPHABET INC | $454.67万 | 0.43% | 12,723 | 519 | 4.3% | $18.55万 | 加仓 |
| KO | COCA COLA CO | $467.19万 | 0.44% | 57,485 | -6 | -0.0% | -$488 | 减仓 |
| AVGO | BROADCOM INC | $475.70万 | 0.45% | 12,593 | 59 | 0.5% | $2.23万 | 加仓 |
| GLD | SPDR GOLD TR | $483.02万 | 0.45% | 13,112 | 6 | 0.0% | $2,210 | 加仓 |
| TSLA | TESLA INC | $494.12万 | 0.46% | 11,748 | 186 | 1.6% | $7.82万 | 加仓 |
| CVX | CHEVRON CORPORATION | $494.31万 | 0.46% | 29,821 | -82 | -0.3% | -$1.36万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $535.72万 | 0.50% | 64,490 | 3,199 | 5.2% | $26.57万 | 加仓 |
| EFA | ISHARES TR | $540.92万 | 0.51% | 52,072 | 10,035 | 23.9% | $104.24万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $552.57万 | 0.52% | 16,880 | 159 | 1.0% | $5.20万 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $553.37万 | 0.52% | 202,477 | 2,129 | 1.1% | $5.82万 | 加仓 |
| IDV | ISHARES TR | $566.81万 | 0.53% | 136,811 | 3,795 | 2.9% | $15.72万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $603.32万 | 0.57% | 98,165 | 7,605 | 8.4% | $46.74万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $621.51万 | 0.58% | 131,676 | 22,739 | 20.9% | $107.33万 | 加仓 |
| CB | CHUBB LIMITED | $701.38万 | 0.66% | 20,584 | 7,686 | 59.6% | $261.89万 | 加仓 |
| MSFT | MICROSOFT CORP | $702.68万 | 0.66% | 18,837 | -359 | -1.9% | -$13.39万 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $703.55万 | 0.66% | 49,584 | -1,014 | -2.0% | -$14.39万 | 减仓 |
| DIS | DISNEY WALT CO | $749.73万 | 0.70% | 77,893 | 4,625 | 6.3% | $44.52万 | 加仓 |
| HCC | WARRIOR MET COAL INC | $757.67万 | 0.71% | 93,355 | 4,150 | 4.7% | $33.68万 | 加仓 |
| SMH | VANECK ETF TRUST | $767.72万 | 0.72% | 11,705 | 986 | 9.2% | $64.67万 | 加仓 |
| WMT | WALMART INC | $784.60万 | 0.74% | 69,274 | 223 | 0.3% | $2.53万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $810.94万 | 0.76% | 10,860 | 290 | 2.7% | $21.66万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $814.93万 | 0.77% | 144,285 | -4,990 | -3.3% | -$28.18万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $819.81万 | 0.77% | 52,234 | 1,988 | 4.0% | $31.20万 | 加仓 |
| YYY | AMPLIFY ETF TR | $823.41万 | 0.77% | 714,145 | 42,200 | 6.3% | $48.66万 | 加仓 |
| GM | GENERAL MTRS CO | $895.80万 | 0.84% | 116,217 | -2,675 | -2.2% | -$20.62万 | 减仓 |
| AMR | ALPHA METALLURGICAL RESOUR I | $955.42万 | 0.90% | 57,925 | 18,390 | 46.5% | $303.33万 | 加仓 |
| C | CITIGROUP INC | $969.36万 | 0.91% | 69,259 | -1,005 | -1.4% | -$14.07万 | 减仓 |
| IWM | ISHARES TR | $1,017.59万 | 0.96% | 33,869 | 816 | 2.5% | $24.52万 | 加仓 |
| MKL | MARKEL GROUP INC | $1,054.23万 | 0.99% | 5,398 | 2,032 | 60.4% | $396.85万 | 加仓 |
| BAC | BANK OF AMER CORP | $1,100.84万 | 1.03% | 193,197 | -3,591 | -1.8% | -$20.46万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1,113.25万 | 1.05% | 30,084 | 4,006 | 15.4% | $148.24万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $1,193.11万 | 1.12% | 124,308 | 13,095 | 11.8% | $125.69万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,239.67万 | 1.17% | 16,833 | 306 | 1.9% | $22.54万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $1,241.09万 | 1.17% | 255,525 | 9,572 | 3.9% | $46.49万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $1,276.26万 | 1.20% | 37,731 | 395 | 1.1% | $13.36万 | 加仓 |
| V | VISA INC | $1,330.19万 | 1.25% | 38,771 | 1,136 | 3.0% | $38.97万 | 加仓 |
| VGT | VANGUARD WORLD FD | $1,470.20万 | 1.38% | 123,009 | 5,561 | 4.7% | $66.47万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1,502.53万 | 1.41% | 174,428 | 4,436 | 2.6% | $38.21万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $1,601.70万 | 1.51% | 38,537 | 495 | 1.3% | $20.57万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,676.63万 | 1.58% | 70,857 | 1,874 | 2.7% | $44.34万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,694.74万 | 1.59% | 84,698 | -2,084 | -2.4% | -$41.70万 | 减仓 |
| MGK | VANGUARD WORLD FD | $1,809.89万 | 1.70% | 205,879 | 8,474 | 4.3% | $74.50万 | 加仓 |
| AMZN | AMAZON COM INC | $1,810.51万 | 1.70% | 75,963 | 157 | 0.2% | $3.74万 | 加仓 |
| ITOT | ISHARES TR | $1,835.19万 | 1.73% | 111,718 | 427 | 0.4% | $7.01万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $2,001.85万 | 1.88% | 21,398 | 131 | 0.6% | $12.26万 | 加仓 |
| IVV | ISHARES TR | $2,101.81万 | 1.98% | 28,065 | 268 | 1.0% | $20.07万 | 加仓 |
| SDY | SPDR SERIES TRUST | $2,798.26万 | 2.63% | 183,880 | 5,851 | 3.3% | $89.04万 | 加仓 |
| GOOG | ALPHABET INC | $2,824.53万 | 2.66% | 79,940 | -163 | -0.2% | -$5.76万 | 减仓 |
| AAPL | APPLE INC | $3,484.26万 | 3.28% | 120,412 | -1,256 | -1.0% | -$36.34万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $4,124.37万 | 3.88% | 82,424 | 4,750 | 6.1% | $237.68万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $4,528.62万 | 4.26% | 65,939 | 344 | 0.5% | $23.63万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $5,095.48万 | 4.79% | 267,452 | -3,589 | -1.3% | -$68.38万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $6,902.08万 | 6.49% | 59,795 | -12,813 | -17.6% | -$1,478.99万 | 减仓 |