Wilkins Miller Wealth Management, LLC
MOBILE AL · SEC CIK 0002057318
$1.82亿2026Q2 申报市值
95持仓数
43.8%前十大占比 · 第一大 9.6%
6 / 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
VOO 加仓+$36.33万
FNDX 加仓+$29.81万
IJR 加仓+$28.89万
QQQ 加仓+$27.25万
IXUS 新建仓+$25.10万
2026Q2 卖出最多 按季末市值估算
BSCS 减仓-$37.56万
BLV 减仓-$25.86万
DUK 清仓-$22.49万
VIG 减仓-$16.26万
IVV 减仓-$13.18万
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 |
|---|---|---|---|---|---|---|---|---|
| DUK | DUKE ENERGY CORP NEW | $0 | 0.00% | 0 | -1,718 | -100.0% | -$22.49万 | 清仓 |
| VB | VANGUARD INDEX FDS | $20.35万 | 0.11% | 671 | 671 | — | $20.35万 | 新建仓 |
| V | VISA INC | $20.38万 | 0.11% | 594 | -117 | -16.5% | -$4.01万 | 减仓 |
| MPC | MARATHON PETE CORP | $20.81万 | 0.11% | 814 | 814 | — | $20.81万 | 新建仓 |
| VTV | VANGUARD INDEX FDS | $21.05万 | 0.12% | 966 | 966 | — | $21.05万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $21.21万 | 0.12% | 1,447 | -760 | -34.4% | -$11.14万 | 减仓 |
| VLO | VALERO ENERGY CORP | $21.45万 | 0.12% | 824 | 824 | — | $21.45万 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $21.95万 | 0.12% | 5,970 | -268 | -4.3% | -$9,852 | 减仓 |
| SPYV | SPDR SERIES TRUST | $22.15万 | 0.12% | 3,643 | 12 | 0.3% | $729 | 加仓 |
| AMGN | AMGEN INC | $22.60万 | 0.12% | 624 | 2 | 0.3% | $724 | 加仓 |
| IBDZ | ISHARES TR | $22.85万 | 0.13% | 8,772 | -328 | -3.6% | -$8,544 | 减仓 |
| CSCO | CISCO SYS INC | $23.26万 | 0.13% | 1,980 | 1,980 | — | $23.26万 | 新建仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $23.28万 | 0.13% | 11,925 | -1,356 | -10.2% | -$2.65万 | 减仓 |
| SDY | SPDR SERIES TRUST | $24.21万 | 0.13% | 1,591 | -360 | -18.5% | -$5.48万 | 减仓 |
| IXUS | ISHARES TR | $25.10万 | 0.14% | 2,630 | 2,630 | — | $25.10万 | 新建仓 |
| MS | MORGAN STANLEY | $25.29万 | 0.14% | 1,210 | 23 | 1.9% | $4,806 | 重新持有 |
| FNDF | SCHWAB STRATEGIC TR | $26.36万 | 0.14% | 4,997 | 22 | 0.4% | $1,161 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $26.48万 | 0.15% | 842 | 2 | 0.2% | $629 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $27.68万 | 0.15% | 1,914 | -18 | -0.9% | -$2,603 | 减仓 |
| DTD | WISDOMTREE TR | $27.96万 | 0.15% | 2,999 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $29.72万 | 0.16% | 1,643 | -98 | -5.6% | -$1.77万 | 减仓 |
| RTX | RTX CORPORATION | $29.82万 | 0.16% | 1,572 | 74 | 4.9% | $1.40万 | 加仓 |
| GE | GE AEROSPACE | $30.03万 | 0.17% | 804 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $31.39万 | 0.17% | 1,424 | 3 | 0.2% | $661 | 加仓 |
| IWD | ISHARES TR | $34.23万 | 0.19% | 1,412 | 0 | 0.0% | — | 不变 |
| CSL | CARLISLE COS INC | $34.82万 | 0.19% | 960 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $34.92万 | 0.19% | 468 | 136 | 41.0% | $10.15万 | 加仓 |
| ORCL | ORACLE CORP | $38.52万 | 0.21% | 2,628 | 7 | 0.3% | $1,026 | 加仓 |
| UNP | UNION PAC CORP | $38.77万 | 0.21% | 1,425 | 1 | 0.1% | $272 | 加仓 |
| AMZN | AMAZON COM INC | $45.19万 | 0.25% | 1,896 | -427 | -18.4% | -$10.18万 | 减仓 |
| MRK | MERCK & CO INC | $46.32万 | 0.25% | 3,604 | 22 | 0.6% | $2,827 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $46.64万 | 0.26% | 932 | -10 | -1.1% | -$5,004 | 减仓 |
| FENY | FIDELITY COVINGTON TRUST | $46.81万 | 0.26% | 15,835 | 29 | 0.2% | $857 | 加仓 |
| NVDA | NVIDIA CORPORATION | $48.01万 | 0.26% | 2,399 | 199 | 9.0% | $3.98万 | 加仓 |
| EMR | EMERSON ELEC CO | $49.53万 | 0.27% | 3,460 | 76 | 2.2% | $1.09万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $49.87万 | 0.27% | 1,964 | 38 | 2.0% | $9,649 | 加仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $54.37万 | 0.30% | 23,687 | -1,305 | -5.2% | -$3.00万 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $54.71万 | 0.30% | 23,105 | 4,985 | 27.5% | $11.80万 | 加仓 |
| LLY | ELI LILLY & CO | $56.37万 | 0.31% | 470 | -15 | -3.1% | -$1.80万 | 减仓 |
| GOOG | ALPHABET INC | $56.89万 | 0.31% | 1,610 | 92 | 6.1% | $3.25万 | 加仓 |
| BSCY | INVESCO EXCH TRD SLF IDX FD | $60.16万 | 0.33% | 29,112 | 2,208 | 8.2% | $4.56万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $65.17万 | 0.36% | 3,421 | -45 | -1.3% | -$8,573 | 减仓 |
| KO | COCA COLA CO | $69.09万 | 0.38% | 8,502 | 15 | 0.2% | $1,219 | 加仓 |
| SO | SOUTHERN CO | $70.08万 | 0.39% | 7,323 | 7 | 0.1% | $670 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $71.77万 | 0.39% | 7,308 | -381 | -5.0% | -$3.74万 | 减仓 |
| MSFT | MICROSOFT CORP | $77.87万 | 0.43% | 2,087 | -246 | -10.5% | -$9.18万 | 减仓 |
| — | EXXON MOBIL CORP | $78.95万 | 0.43% | 5,775 | 156 | 2.8% | $2.13万 | 加仓 |
| QUAL | ISHARES TR | $79.18万 | 0.44% | 3,608 | 47 | 1.3% | $1.03万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $81.48万 | 0.45% | 25,694 | -606 | -2.3% | -$1.92万 | 减仓 |
| USRT | ISHARES TR | $93.07万 | 0.51% | 14,005 | -118 | -0.8% | -$7,841 | 减仓 |
| ITOT | ISHARES TR | $94.90万 | 0.52% | 5,777 | -153 | -2.6% | -$2.51万 | 减仓 |
| BSCX | INVESCO EXCH TRD SLF IDX FD | $97.86万 | 0.54% | 46,477 | 2,169 | 4.9% | $4.57万 | 加仓 |
| GLD | SPDR GOLD TR | $97.88万 | 0.54% | 2,657 | 27 | 1.0% | $9,946 | 加仓 |
| HD | HOME DEPOT INC | $100.45万 | 0.55% | 2,848 | -3 | -0.1% | -$1,058 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $109.51万 | 0.60% | 14,055 | 225 | 1.6% | $1.75万 | 加仓 |
| QUS | SPDR SERIES TRUST | $110.14万 | 0.61% | 5,894 | -400 | -6.4% | -$7.47万 | 减仓 |
| SPYD | SPDR SERIES TRUST | $115.23万 | 0.63% | 24,152 | -788 | -3.2% | -$3.76万 | 减仓 |
| VO | VANGUARD INDEX FDS | $136.63万 | 0.75% | 16,958 | 1,862 | 12.3% | $15.00万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $142.99万 | 0.79% | 2,082 | 529 | 34.1% | $36.33万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $144.32万 | 0.79% | 39,802 | 2,142 | 5.7% | $7.77万 | 加仓 |
| CVX | CHEVRON CORPORATION | $144.43万 | 0.79% | 8,713 | 173 | 2.0% | $2.87万 | 加仓 |
| GOOGL | ALPHABET INC | $147.26万 | 0.81% | 4,121 | 58 | 1.4% | $2.07万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $154.65万 | 0.85% | 41,944 | 2,067 | 5.2% | $7.62万 | 加仓 |
| IBDX | ISHARES TR | $157.61万 | 0.87% | 62,568 | -4,496 | -6.7% | -$11.33万 | 减仓 |
| IBDY | ISHARES TR | $161.78万 | 0.89% | 62,838 | 1,321 | 2.1% | $3.40万 | 加仓 |
| QQQ | INVESCO QQQ TR | $169.03万 | 0.93% | 2,295 | 370 | 19.2% | $27.25万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $169.74万 | 0.93% | 86,537 | -4,716 | -5.2% | -$9.25万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $180.52万 | 0.99% | 20,542 | 273 | 1.3% | $2.40万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $183.96万 | 1.01% | 5,620 | 167 | 3.1% | $5.47万 | 加仓 |
| IBDT | ISHARES TR | $196.43万 | 1.08% | 77,792 | 2,713 | 3.6% | $6.85万 | 加仓 |
| BLV | VANGUARD BD INDEX FDS | $225.73万 | 1.24% | 32,747 | -3,751 | -10.3% | -$25.86万 | 减仓 |
| BSCW | INVESCO EXCH TRD SLF IDX FD | $242.43万 | 1.33% | 118,200 | -163 | -0.1% | -$3,343 | 减仓 |
| IJR | ISHARES TR | $257.97万 | 1.42% | 17,394 | 1,948 | 12.6% | $28.89万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $274.27万 | 1.51% | 99,015 | 5,096 | 5.4% | $14.12万 | 加仓 |
| AAPL | APPLE INC | $282.33万 | 1.55% | 9,757 | -4 | -0.0% | -$1,157 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $291.68万 | 1.60% | 83,792 | 1,785 | 2.2% | $6.21万 | 加仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $296.49万 | 1.63% | 180,949 | 1,826 | 1.0% | $2.99万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $301.44万 | 1.66% | 104,089 | -305 | -0.3% | -$8,833 | 减仓 |
| SPYG | SPDR SERIES TRUST | $328.13万 | 1.80% | 27,576 | 14 | 0.1% | $1,666 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $331.76万 | 1.82% | 14,021 | -687 | -4.7% | -$16.26万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $365.10万 | 2.01% | 47,601 | 2,759 | 6.2% | $21.16万 | 加仓 |
| VFMO | VANGUARD WELLINGTON FD | $369.27万 | 2.03% | 14,800 | 558 | 3.9% | $13.92万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $406.95万 | 2.24% | 25,752 | 1,107 | 4.5% | $17.49万 | 加仓 |
| IBDU | ISHARES TR | $408.04万 | 2.24% | 176,182 | 49 | 0.0% | $1,135 | 加仓 |
| IBDW | ISHARES TR | $431.43万 | 2.37% | 207,018 | -4,423 | -2.1% | -$9.22万 | 减仓 |
| GSEW | GOLDMAN SACHS ETF TR | $551.50万 | 3.03% | 58,410 | -140 | -0.2% | -$1.32万 | 减仓 |
| IBDV | ISHARES TR | $558.74万 | 3.07% | 256,301 | -587 | -0.2% | -$1.28万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $574.02万 | 3.16% | 184,571 | 9,585 | 5.5% | $29.81万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $587.07万 | 3.23% | 288,272 | -18,445 | -6.0% | -$37.56万 | 减仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $589.01万 | 3.24% | 317,100 | -958 | -0.3% | -$1.78万 | 减仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $628.64万 | 3.46% | 377,673 | 10,892 | 3.0% | $18.13万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $704.88万 | 3.88% | 139,886 | 2,394 | 1.7% | $12.06万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $733.97万 | 4.04% | 203,147 | -257 | -0.1% | -$9,285 | 减仓 |
| IVV | ISHARES TR | $827.21万 | 4.55% | 11,046 | -176 | -1.6% | -$13.18万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,009.51万 | 5.55% | 298,319 | -1,551 | -0.5% | -$5.25万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $1,743.51万 | 9.59% | 592,426 | -1,920 | -0.3% | -$5.65万 | 减仓 |