FORM Wealth Advisors, LLC
Lake Geneva WI · SEC CIK 0002053294
$8.54亿2026Q1 申报市值
58持仓数
87.4%前十大占比 · 第一大 22.8%
2 / 3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
TFLO 新建仓+$2,964.27万
IEMG 加仓+$1,815.84万
IVV 加仓+$903.65万
DGRO 加仓+$872.32万
TLT 加仓+$853.78万
2026Q1 卖出最多 按季末市值估算
AGG 减仓-$2,698.49万
EMXC 减仓-$1,768.29万
IJH 减仓-$612.36万
IEF 减仓-$593.03万
IEFA 减仓-$560.72万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| PEG | PUBLIC SVC ENTERPRISE GRP IN | $0 | 0.00% | 0 | -3,562 | -100.0% | -$28.61万 | 清仓 |
| FIS | FIDELITY NATL INFORMATION SV | $0 | 0.00% | 0 | -3,444 | -100.0% | -$22.89万 | 清仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | -836 | -100.0% | -$21.50万 | 清仓 |
| PBI | PITNEY BOWES INC | $16.23万 | 0.02% | 14,684 | 0 | 0.0% | — | 不变 |
| BMO | BANK MONTREAL MEDIUM | $20.66万 | 0.02% | 1,527 | -24 | -1.5% | -$3,248 | 减仓 |
| EXC | EXELON CORP | $21.82万 | 0.03% | 4,451 | 4,451 | — | $21.82万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $22.45万 | 0.03% | 13,529 | 190 | 1.4% | $3,152 | 加仓 |
| PSK | SPDR SERIES TRUST | $25.21万 | 0.03% | 8,176 | 91 | 1.1% | $2,806 | 加仓 |
| VOO | VANGUARD INDEX FDS | $25.46万 | 0.03% | 426 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $26.51万 | 0.03% | 1,836 | 1 | 0.1% | $144 | 加仓 |
| BAB | INVESCO EXCH TRADED FD TR II | $27.10万 | 0.03% | 10,051 | 101 | 1.0% | $2,723 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $27.13万 | 0.03% | 930 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $28.57万 | 0.03% | 1,638 | -48 | -2.8% | -$8,372 | 减仓 |
| AGGY | WISDOMTREE TR | $29.61万 | 0.03% | 6,815 | 74 | 1.1% | $3,215 | 加仓 |
| DHR | DANAHER CORP DEL | $31.01万 | 0.04% | 1,636 | 3 | 0.2% | $569 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $31.93万 | 0.04% | 4,450 | -475 | -9.6% | -$3.41万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $32.31万 | 0.04% | 3,790 | -46 | -1.2% | -$3,921 | 减仓 |
| ABT | ABBOTT LABORATORIES | $34.41万 | 0.04% | 3,351 | -37 | -1.1% | -$3,799 | 减仓 |
| RTX | RTX CORPORATION | $34.53万 | 0.04% | 1,790 | -240 | -11.8% | -$4.63万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $35.24万 | 0.04% | 3,607 | -186 | -4.9% | -$1.82万 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $39.99万 | 0.05% | 2,762 | 8 | 0.3% | $1,158 | 加仓 |
| ICVT | ISHARES TR | $41.59万 | 0.05% | 4,086 | 10 | 0.2% | $1,018 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $43.76万 | 0.05% | 1,567 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $45.24万 | 0.05% | 454 | 212 | 87.6% | $21.12万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $47.31万 | 0.06% | 3,560 | 0 | 0.0% | — | 不变 |
| CWB | SPDR SERIES TRUST | $49.40万 | 0.06% | 5,398 | -910 | -14.4% | -$8.33万 | 减仓 |
| CVX | CHEVRON CORPORATION | $52.40万 | 0.06% | 2,532 | -57 | -2.2% | -$1.18万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $53.41万 | 0.06% | 1,665 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $57.91万 | 0.07% | 1,624 | -216 | -11.7% | -$7.70万 | 减仓 |
| MGEE | MGE ENERGY INC | $66.14万 | 0.08% | 8,558 | 8 | 0.1% | $618 | 加仓 |
| DIS | DISNEY WALT CO | $67.48万 | 0.08% | 7,002 | -1 | -0.0% | -$96 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $72.28万 | 0.08% | 2,982 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $93.03万 | 0.11% | 10,031 | -10,222 | -50.5% | -$94.80万 | 减仓 |
| MSFT | MICROSOFT CORP | $95.30万 | 0.11% | 2,575 | -32 | -1.2% | -$1.18万 | 减仓 |
| MCD | MCDONALDS CORP | $123.36万 | 0.14% | 3,969 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $126.46万 | 0.15% | 2,639 | -55 | -2.0% | -$2.64万 | 减仓 |
| — | EXXON MOBIL CORP | $126.73万 | 0.15% | 7,470 | 2 | 0.0% | $339 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $130.09万 | 0.15% | 4,422 | -261 | -5.6% | -$7.68万 | 减仓 |
| GEV | GE VERNOVA INC | $146.57万 | 0.17% | 1,679 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $147.02万 | 0.17% | 5,793 | -132 | -2.2% | -$3.35万 | 减仓 |
| GE | GE AEROSPACE | $165.46万 | 0.19% | 5,831 | -311 | -5.1% | -$8.83万 | 减仓 |
| ABBV | ABBVIE INC | $179.00万 | 0.21% | 8,230 | -388 | -4.5% | -$8.44万 | 减仓 |
| IVW | ISHARES TR | $307.48万 | 0.36% | 27,184 | -1,068 | -3.8% | -$12.08万 | 减仓 |
| IVE | ISHARES TR | $328.77万 | 0.39% | 15,570 | -322 | -2.0% | -$6.80万 | 减仓 |
| EMB | ISHARES TR | $626.74万 | 0.73% | 66,724 | 5,755 | 9.4% | $54.06万 | 加仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $639.30万 | 0.75% | 313,227 | -153,701 | -32.9% | -$313.70万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $654.58万 | 0.77% | 129,954 | 4,524 | 3.6% | $22.79万 | 加仓 |
| USHY | ISHARES TR | $867.80万 | 1.02% | 235,560 | -21,551 | -8.4% | -$79.39万 | 减仓 |
| EMXC | ISHARES INC | $1,253.67万 | 1.47% | 159,378 | -224,801 | -58.5% | -$1,768.29万 | 减仓 |
| IEF | ISHARES TR | $1,528.82万 | 1.79% | 160,187 | -62,136 | -27.9% | -$593.03万 | 减仓 |
| TLT | ISHARES TR | $2,125.33万 | 2.49% | 245,164 | 98,487 | 67.1% | $853.78万 | 加仓 |
| IJR | ISHARES TR | $2,698.48万 | 3.16% | 217,077 | -750 | -0.3% | -$9.32万 | 减仓 |
| TFLO | ISHARES TR | $2,964.27万 | 3.47% | 585,477 | 585,477 | — | $2,964.27万 | 新建仓 |
| IJH | ISHARES TR | $4,028.82万 | 4.72% | 596,597 | -90,679 | -13.2% | -$612.36万 | 减仓 |
| QQQ | INVESCO QQQ TR | $4,510.47万 | 5.28% | 78,147 | 1,649 | 2.2% | $95.18万 | 加仓 |
| DGRO | ISHARES TR | $5,020.99万 | 5.88% | 715,444 | 124,297 | 21.0% | $872.32万 | 加仓 |
| AGG | ISHARES TR | $5,027.40万 | 5.89% | 506,437 | -271,833 | -34.9% | -$2,698.49万 | 减仓 |
| IEMG | ISHARES INC | $5,583.15万 | 6.54% | 800,452 | 260,335 | 48.2% | $1,815.84万 | 加仓 |
| IEFA | ISHARES TR | $1.21亿 | 14.19% | 1,337,502 | -61,938 | -4.4% | -$560.72万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $1.32亿 | 15.46% | 2,268,468 | 72,671 | 3.3% | $422.80万 | 加仓 |
| IVV | ISHARES TR | $1.94亿 | 22.78% | 297,706 | 13,834 | 4.9% | $903.65万 | 加仓 |