FORM Wealth Advisors, LLC
Lake Geneva WI · SEC CIK 0002053294
$9.09亿2026Q2 申报市值
61持仓数
91.2%前十大占比 · 第一大 27.2%
4 / 1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
AGG 加仓+$3,249.84万
IVV 加仓+$2,422.06万
QQQ 加仓+$852.31万
IEF 加仓+$848.12万
BKLN 加仓+$449.05万
2026Q2 卖出最多 按季末市值估算
TFLO 减仓-$2,657.21万
IEFA 减仓-$2,046.02万
IEMG 减仓-$1,627.48万
DGRO 减仓-$1,578.83万
EMXC 减仓-$1,218.09万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| RTX | RTX CORPORATION | $0 | 0.00% | 0 | -1,790 | -100.0% | -$34.53万 | 清仓 |
| UTF | COHEN & STEERS INFRASTRUCTUR | $20.16万 | 0.02% | 7,308 | 7,308 | — | $20.16万 | 新建仓 |
| C | CITIGROUP INC | $20.46万 | 0.02% | 1,462 | 1,462 | — | $20.46万 | 新建仓 |
| EXC | EXELON CORP | $20.75万 | 0.02% | 4,452 | 1 | 0.0% | $47 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $20.91万 | 0.02% | 280 | 280 | — | $20.91万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $22.63万 | 0.02% | 13,735 | 206 | 1.5% | $3,394 | 加仓 |
| PG | PROCTER & GAMBLE CO | $23.35万 | 0.03% | 1,592 | -244 | -13.3% | -$3.58万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $23.42万 | 0.03% | 341 | -85 | -20.0% | -$5.84万 | 减仓 |
| BMO | BANK MONTREAL MEDIUM | $24.06万 | 0.03% | 1,362 | -165 | -10.8% | -$2.92万 | 减仓 |
| PSK | SPDR SERIES TRUST | $25.40万 | 0.03% | 8,319 | 143 | 1.7% | $4,366 | 加仓 |
| PBI | PITNEY BOWES INC | $25.73万 | 0.03% | 14,684 | 0 | 0.0% | — | 不变 |
| JAAA | JANUS DETROIT STR TR | $26.85万 | 0.03% | 5,318 | -124,636 | -95.9% | -$629.29万 | 减仓 |
| BAB | INVESCO EXCH TRADED FD TR II | $27.26万 | 0.03% | 10,158 | 107 | 1.1% | $2,872 | 加仓 |
| AGGY | WISDOMTREE TR | $29.96万 | 0.03% | 6,890 | 75 | 1.1% | $3,261 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $30.70万 | 0.03% | 930 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $31.23万 | 0.03% | 1,639 | 3 | 0.2% | $572 | 加仓 |
| NVDA | NVIDIA CORPORATION | $31.79万 | 0.03% | 1,589 | -49 | -3.0% | -$9,802 | 减仓 |
| LNT | ALLIANT ENERGY CORP | $33.95万 | 0.04% | 4,450 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $34.75万 | 0.04% | 3,790 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $34.79万 | 0.04% | 3,607 | -6,424 | -64.0% | -$61.97万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $38.92万 | 0.04% | 1,567 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $38.93万 | 0.04% | 3,607 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $42.04万 | 0.05% | 2,536 | 4 | 0.2% | $663 | 加仓 |
| RJF | RAYMOND JAMES FINL INC | $42.14万 | 0.05% | 2,772 | 10 | 0.4% | $1,520 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $42.47万 | 0.05% | 454 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES TR | $45.25万 | 0.05% | 4,693 | -62,031 | -93.0% | -$598.17万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $48.25万 | 0.05% | 1,304 | -361 | -21.7% | -$13.36万 | 减仓 |
| ICVT | ISHARES TR | $49.91万 | 0.05% | 4,099 | 13 | 0.3% | $1,583 | 加仓 |
| CWB | SPDR SERIES TRUST | $58.42万 | 0.06% | 5,418 | 20 | 0.4% | $2,157 | 加仓 |
| DIS | DISNEY WALT CO | $64.51万 | 0.07% | 6,703 | -299 | -4.3% | -$2.88万 | 减仓 |
| IWB | ISHARES TR | $65.52万 | 0.07% | 1,600 | -24 | -1.5% | -$9,828 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $67.83万 | 0.07% | 3,560 | 0 | 0.0% | — | 不变 |
| BFC | BANK FIRST CORP | $68.24万 | 0.08% | 4,600 | 4,600 | — | $68.24万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $69.67万 | 0.08% | 7,678 | 4,327 | 129.1% | $39.27万 | 加仓 |
| MGEE | MGE ENERGY INC | $69.84万 | 0.08% | 8,565 | 7 | 0.1% | $571 | 加仓 |
| MSFT | MICROSOFT CORP | $69.95万 | 0.08% | 1,875 | -700 | -27.2% | -$26.11万 | 减仓 |
| MCD | MCDONALDS CORP | $77.10万 | 0.08% | 2,852 | -1,117 | -28.1% | -$30.20万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $83.86万 | 0.09% | 2,982 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $96.51万 | 0.11% | 7,059 | -411 | -5.5% | -$5.62万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $121.26万 | 0.13% | 3,705 | -717 | -16.2% | -$23.47万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $128.20万 | 0.14% | 2,562 | -77 | -2.9% | -$3.85万 | 减仓 |
| AAPL | APPLE INC | $163.52万 | 0.18% | 5,651 | -142 | -2.5% | -$4.11万 | 减仓 |
| GEV | GE VERNOVA INC | $197.28万 | 0.22% | 1,679 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $217.97万 | 0.24% | 5,832 | 1 | 0.0% | $374 | 加仓 |
| ABBV | ABBVIE INC | $240.87万 | 0.26% | 9,572 | 1,342 | 16.3% | $33.77万 | 加仓 |
| TFLO | ISHARES TR | $307.04万 | 0.34% | 60,645 | -524,832 | -89.6% | -$2,657.21万 | 减仓 |
| IVE | ISHARES TR | $337.13万 | 0.37% | 14,848 | -722 | -4.6% | -$16.39万 | 减仓 |
| IVW | ISHARES TR | $340.80万 | 0.37% | 24,780 | -2,404 | -8.8% | -$33.06万 | 减仓 |
| EMXC | ISHARES INC | $412.37万 | 0.45% | 40,309 | -119,069 | -74.7% | -$1,218.09万 | 减仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $1,087.10万 | 1.20% | 533,675 | 220,448 | 70.4% | $449.05万 | 加仓 |
| USHY | ISHARES TR | $1,229.95万 | 1.35% | 332,238 | 96,678 | 41.0% | $357.90万 | 加仓 |
| TLT | ISHARES TR | $1,554.70万 | 1.71% | 179,900 | -65,264 | -26.6% | -$564.01万 | 减仓 |
| IEF | ISHARES TR | $2,363.02万 | 2.60% | 249,869 | 89,682 | 56.0% | $848.12万 | 加仓 |
| IJR | ISHARES TR | $3,002.99万 | 3.30% | 202,481 | -14,596 | -6.7% | -$216.47万 | 减仓 |
| IJH | ISHARES TR | $3,669.39万 | 4.04% | 475,865 | -120,732 | -20.2% | -$930.96万 | 减仓 |
| DGRO | ISHARES TR | $3,843.52万 | 4.23% | 507,127 | -208,317 | -29.1% | -$1,578.83万 | 减仓 |
| IEMG | ISHARES INC | $5,003.46万 | 5.50% | 603,991 | -196,461 | -24.5% | -$1,627.48万 | 减仓 |
| QQQ | INVESCO QQQ TR | $6,607.06万 | 7.27% | 89,721 | 11,574 | 14.8% | $852.31万 | 加仓 |
| AGG | ISHARES TR | $8,262.55万 | 9.09% | 834,770 | 328,333 | 64.8% | $3,249.84万 | 加仓 |
| IEFA | ISHARES TR | $1.09亿 | 11.96% | 1,125,655 | -211,847 | -15.8% | -$2,046.02万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $1.46亿 | 16.06% | 2,147,451 | -121,017 | -5.3% | -$823.04万 | 减仓 |
| IVV | ISHARES TR | $2.47亿 | 27.18% | 330,048 | 32,342 | 10.9% | $2,422.06万 | 加仓 |