Wilkins Miller Wealth Management, LLC
MOBILE AL · SEC CIK 0002057318
$1.65亿2026Q1 申报市值
89持仓数
43.8%前十大占比 · 第一大 9.2%
0 / 2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
BIV 加仓+$71.88万
BSCU 加仓+$39.87万
IJR 加仓+$22.41万
SCHH 加仓+$18.05万
SPDW 加仓+$16.18万
2026Q1 卖出最多 按季末市值估算
IVV 减仓-$44.02万
TLT 清仓-$34.72万
SCHX 减仓-$30.74万
SCHB 减仓-$28.93万
AXP 清仓-$20.38万
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 |
|---|---|---|---|---|---|---|---|---|
| TLT | ISHARES TR | $0 | 0.00% | 0 | -3,983 | -100.0% | -$34.72万 | 清仓 |
| MS | MORGAN STANLEY | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | -550 | -100.0% | -$20.38万 | 清仓 |
| SPYV | SPDR SERIES TRUST | $20.54万 | 0.12% | 3,631 | -39 | -1.1% | -$2,206 | 减仓 |
| V | VISA INC | $21.48万 | 0.13% | 711 | 1 | 0.1% | $302 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $21.57万 | 0.13% | 332 | -35 | -9.5% | -$2.27万 | 减仓 |
| AMGN | AMGEN INC | $21.87万 | 0.13% | 622 | 3 | 0.5% | $1,055 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $22.49万 | 0.14% | 1,718 | 5 | 0.3% | $655 | 加仓 |
| GE | GE AEROSPACE | $22.80万 | 0.14% | 804 | 1 | 0.1% | $284 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $22.92万 | 0.14% | 1,932 | 8 | 0.4% | $949 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $23.61万 | 0.14% | 6,238 | -339 | -5.2% | -$1.28万 | 减仓 |
| IBDZ | ISHARES TR | $23.72万 | 0.14% | 9,100 | -77 | -0.8% | -$2,007 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $24.10万 | 0.15% | 840 | 2 | 0.2% | $574 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $24.34万 | 0.15% | 4,975 | 0 | 0.0% | — | 不变 |
| DTD | WISDOMTREE TR | $25.90万 | 0.16% | 2,999 | 0 | 0.0% | — | 不变 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $25.94万 | 0.16% | 13,281 | -1,383 | -9.4% | -$2.70万 | 减仓 |
| SDY | SPDR SERIES TRUST | $28.47万 | 0.17% | 1,951 | -36 | -1.8% | -$5,254 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $28.79万 | 0.17% | 1,741 | -19 | -1.1% | -$3,142 | 减仓 |
| RTX | RTX CORPORATION | $28.90万 | 0.17% | 1,498 | 4 | 0.3% | $772 | 加仓 |
| IWD | ISHARES TR | $30.17万 | 0.18% | 1,412 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $31.88万 | 0.19% | 2,207 | -139 | -5.9% | -$2.01万 | 减仓 |
| CSL | CARLISLE COS INC | $32.03万 | 0.19% | 960 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $33.56万 | 0.20% | 1,421 | 4 | 0.3% | $945 | 加仓 |
| UNP | UNION PAC CORP | $34.56万 | 0.21% | 1,424 | 1 | 0.1% | $243 | 加仓 |
| NVDA | NVIDIA CORPORATION | $38.37万 | 0.23% | 2,200 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $38.56万 | 0.23% | 2,621 | 3 | 0.1% | $441 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $38.94万 | 0.24% | 18,120 | 8,399 | 86.4% | $18.05万 | 加仓 |
| MRK | MERCK & CO INC | $43.09万 | 0.26% | 3,582 | 25 | 0.7% | $3,007 | 加仓 |
| GOOG | ALPHABET INC | $43.53万 | 0.26% | 1,518 | -38 | -2.4% | -$1.09万 | 减仓 |
| EMR | EMERSON ELEC CO | $44.34万 | 0.27% | 3,384 | 6 | 0.2% | $786 | 加仓 |
| LLY | ELI LILLY & CO | $44.61万 | 0.27% | 485 | -10 | -2.0% | -$9,198 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $45.14万 | 0.27% | 942 | 265 | 39.1% | $12.70万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $46.06万 | 0.28% | 3,466 | -59 | -1.7% | -$7,841 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $47.07万 | 0.28% | 1,926 | 7 | 0.4% | $1,711 | 加仓 |
| AMZN | AMAZON COM INC | $48.38万 | 0.29% | 2,323 | -89 | -3.7% | -$1.85万 | 减仓 |
| FENY | FIDELITY COVINGTON TRUST | $53.77万 | 0.33% | 15,806 | 85 | 0.5% | $2,892 | 加仓 |
| BSCY | INVESCO EXCH TRD SLF IDX FD | $55.69万 | 0.34% | 26,904 | 3,776 | 16.3% | $7.82万 | 加仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $57.92万 | 0.35% | 24,992 | -4,359 | -14.9% | -$10.10万 | 减仓 |
| KO | COCA COLA CO | $64.54万 | 0.39% | 8,487 | 1 | 0.0% | $76 | 加仓 |
| QUAL | ISHARES TR | $68.30万 | 0.41% | 3,561 | 11 | 0.3% | $2,110 | 加仓 |
| SO | SOUTHERN CO | $70.61万 | 0.43% | 7,316 | 7 | 0.1% | $676 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $72.46万 | 0.44% | 7,689 | 609 | 8.6% | $5.74万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $80.69万 | 0.49% | 26,300 | -1,031 | -3.8% | -$3.16万 | 减仓 |
| USRT | ISHARES TR | $83.59万 | 0.51% | 14,123 | -1,653 | -10.5% | -$9.78万 | 减仓 |
| ITOT | ISHARES TR | $84.46万 | 0.51% | 5,930 | -98 | -1.6% | -$1.40万 | 减仓 |
| MSFT | MICROSOFT CORP | $86.37万 | 0.52% | 2,333 | 2 | 0.1% | $740 | 加仓 |
| VOO | VANGUARD INDEX FDS | $92.82万 | 0.56% | 1,553 | -213 | -12.1% | -$12.73万 | 减仓 |
| BSCX | INVESCO EXCH TRD SLF IDX FD | $93.71万 | 0.57% | 44,308 | 3,060 | 7.4% | $6.47万 | 加仓 |
| HD | HOME DEPOT INC | $93.78万 | 0.57% | 2,851 | -24 | -0.8% | -$7,894 | 减仓 |
| — | EXXON MOBIL CORP | $95.33万 | 0.58% | 5,619 | -262 | -4.5% | -$4.45万 | 减仓 |
| QUS | SPDR SERIES TRUST | $108.02万 | 0.65% | 6,294 | -20 | -0.3% | -$3,433 | 减仓 |
| VO | VANGUARD INDEX FDS | $108.38万 | 0.66% | 3,774 | 316 | 9.1% | $9.07万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $108.44万 | 0.66% | 13,830 | -320 | -2.3% | -$2.51万 | 减仓 |
| QQQ | INVESCO QQQ TR | $111.13万 | 0.67% | 1,925 | -29 | -1.5% | -$1.67万 | 减仓 |
| GLD | SPDR GOLD TR | $113.17万 | 0.68% | 2,630 | 74 | 2.9% | $3.18万 | 加仓 |
| SPYD | SPDR SERIES TRUST | $113.53万 | 0.69% | 24,940 | -2,042 | -7.6% | -$9.30万 | 减仓 |
| GOOGL | ALPHABET INC | $116.85万 | 0.71% | 4,063 | 35 | 0.9% | $1.01万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $123.46万 | 0.75% | 39,877 | 207 | 0.5% | $6,409 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $124.09万 | 0.75% | 37,660 | 3,171 | 9.2% | $10.45万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $155.14万 | 0.94% | 20,269 | 166 | 0.8% | $1.27万 | 加仓 |
| IBDY | ISHARES TR | $159.02万 | 0.96% | 61,517 | 3,286 | 5.6% | $8.49万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $160.42万 | 0.97% | 5,453 | -162 | -2.9% | -$4.77万 | 减仓 |
| IBDX | ISHARES TR | $169.47万 | 1.03% | 67,064 | 2,887 | 4.5% | $7.30万 | 加仓 |
| CVX | CHEVRON CORPORATION | $176.69万 | 1.07% | 8,540 | -105 | -1.2% | -$2.17万 | 减仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $179.08万 | 1.08% | 91,253 | -9,547 | -9.5% | -$18.74万 | 减仓 |
| IBDT | ISHARES TR | $190.18万 | 1.15% | 75,079 | -4,854 | -6.1% | -$12.30万 | 减仓 |
| IJR | ISHARES TR | $192.01万 | 1.16% | 15,446 | 1,803 | 13.2% | $22.41万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $232.45万 | 1.41% | 93,919 | 1,955 | 2.1% | $4.84万 | 加仓 |
| BSCW | INVESCO EXCH TRD SLF IDX FD | $243.68万 | 1.47% | 118,363 | -1,922 | -1.6% | -$3.96万 | 减仓 |
| AAPL | APPLE INC | $247.73万 | 1.50% | 9,761 | 25 | 0.3% | $6,345 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $250.12万 | 1.51% | 82,007 | 1,812 | 2.3% | $5.53万 | 加仓 |
| BLV | VANGUARD BD INDEX FDS | $251.04万 | 1.52% | 36,498 | 632 | 1.8% | $4.35万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $262.03万 | 1.59% | 104,394 | -11,526 | -9.9% | -$28.93万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $269.86万 | 1.63% | 27,562 | -1,086 | -3.8% | -$10.63万 | 减仓 |
| VFMO | VANGUARD WELLINGTON FD | $280.71万 | 1.70% | 14,242 | 417 | 3.0% | $8.22万 | 加仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $294.84万 | 1.78% | 179,123 | 2,881 | 1.6% | $4.74万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $316.31万 | 1.91% | 14,708 | -145 | -1.0% | -$3.12万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $346.09万 | 2.09% | 44,842 | 9,314 | 26.2% | $71.88万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $364.99万 | 2.21% | 24,645 | 933 | 3.9% | $13.82万 | 加仓 |
| IBDU | ISHARES TR | $409.69万 | 2.48% | 176,133 | -2,122 | -1.2% | -$4.94万 | 减仓 |
| IBDW | ISHARES TR | $442.55万 | 2.68% | 211,441 | -4,931 | -2.3% | -$10.32万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $487.33万 | 2.95% | 174,986 | -4,618 | -2.6% | -$12.86万 | 减仓 |
| GSEW | GOLDMAN SACHS ETF TR | $495.68万 | 3.00% | 58,550 | -1,810 | -3.0% | -$15.32万 | 减仓 |
| IBDV | ISHARES TR | $562.33万 | 3.40% | 256,888 | 4,080 | 1.6% | $8.93万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $591.50万 | 3.58% | 203,404 | 2,699 | 1.3% | $7.85万 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $593.51万 | 3.59% | 318,058 | 6,845 | 2.2% | $12.77万 | 加仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $613.23万 | 3.71% | 366,781 | 23,845 | 7.0% | $39.87万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $626.41万 | 3.79% | 306,717 | -7,170 | -2.3% | -$14.64万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $627.65万 | 3.80% | 137,492 | 3,545 | 2.6% | $16.18万 | 加仓 |
| IVV | ISHARES TR | $733.00万 | 4.43% | 11,222 | -674 | -5.7% | -$44.02万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $873.52万 | 5.28% | 299,870 | 3,116 | 1.1% | $9.08万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $1,523.90万 | 9.22% | 594,346 | -11,988 | -2.0% | -$30.74万 | 减仓 |