Wills Financial Group LLC
RICHMOND VA · SEC CIK 0002059579
$2.75亿2026Q2 申报市值
82持仓数
45.0%前十大占比 · 第一大 7.8%
7 / 0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
BMI 新建仓+$301.23万
XYL 新建仓+$273.48万
DECK 新建仓+$136.66万
HONA 新建仓+$117.33万
PFE 加仓+$47.56万
2026Q2 卖出最多 按季末市值估算
PANW 减仓-$147.49万
HON 减仓-$99.48万
GOOGL 减仓-$83.84万
BRK/B 减仓-$63.50万
DHR 减仓-$57.05万
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 |
|---|---|---|---|---|---|---|---|---|
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,141.82万 | 7.80% | 42,803 | -1,269 | -2.9% | -$63.50万 | 减仓 |
| AAPL | APPLE INC | $1,626.01万 | 5.92% | 56,193 | -8 | -0.0% | -$2,315 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $1,540.80万 | 5.61% | 45,182 | -4,325 | -8.7% | -$147.49万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,312.60万 | 4.78% | 35,189 | -72 | -0.2% | -$2.69万 | 减仓 |
| GOOGL | ALPHABET INC | $1,141.30万 | 4.15% | 31,936 | -2,346 | -6.8% | -$83.84万 | 减仓 |
| IAU | ISHARES GOLD TR | $1,095.88万 | 3.99% | 145,131 | -1,140 | -0.8% | -$8.61万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $1,043.79万 | 3.80% | 20,488 | -137 | -0.7% | -$6.98万 | 减仓 |
| AMZN | AMAZON COM INC | $893.68万 | 3.25% | 37,496 | -158 | -0.4% | -$3.77万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $846.73万 | 3.08% | 167,437 | -4,207 | -2.5% | -$21.27万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $732.60万 | 2.67% | 49,959 | 233 | 0.5% | $3.42万 | 加仓 |
| UNP | UNION PAC CORP | $706.09万 | 2.57% | 25,959 | 530 | 2.1% | $14.42万 | 加仓 |
| CVX | CHEVRON CORPORATION | $688.19万 | 2.50% | 41,517 | 247 | 0.6% | $4.09万 | 加仓 |
| MOG/A | MOOG INC | $681.42万 | 2.48% | 16,077 | -168 | -1.0% | -$7.12万 | 减仓 |
| PEP | PEPSICO INC | $676.04万 | 2.46% | 49,929 | 46 | 0.1% | $6,228 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $623.46万 | 2.27% | 19,047 | 802 | 4.4% | $26.25万 | 加仓 |
| AVGO | BROADCOM INC | $621.73万 | 2.26% | 16,459 | -107 | -0.6% | -$4.04万 | 减仓 |
| WTRG | ESSENTIAL UTILS INC | $583.49万 | 2.12% | 152,307 | -590 | -0.4% | -$2.26万 | 减仓 |
| DHR | DANAHER CORP DEL | $541.55万 | 1.97% | 28,431 | -2,995 | -9.5% | -$57.05万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $505.10万 | 1.84% | 14,670 | -115 | -0.8% | -$3.96万 | 减仓 |
| D | DOMINION ENERGY INC | $502.91万 | 1.83% | 73,643 | 122 | 0.2% | $8,331 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $501.56万 | 1.83% | 45,692 | -480 | -1.0% | -$5.27万 | 减仓 |
| SO | SOUTHERN CO | $421.29万 | 1.53% | 44,018 | -693 | -1.5% | -$6.63万 | 减仓 |
| PFE | PFIZER INC | $414.71万 | 1.51% | 172,222 | 19,751 | 13.0% | $47.56万 | 加仓 |
| AMLP | ALPS ETF TR | $402.92万 | 1.47% | 77,709 | 1,936 | 2.6% | $10.04万 | 加仓 |
| CF | CF INDUSTRIES HOLD | $364.19万 | 1.33% | 33,640 | 131 | 0.4% | $1.42万 | 加仓 |
| MPC | MARATHON PETE CORP | $350.37万 | 1.28% | 13,704 | -17 | -0.1% | -$4,346 | 减仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $347.57万 | 1.27% | 82,148 | 2,979 | 3.8% | $12.60万 | 加仓 |
| BMI | BADGER METER INC | $301.23万 | 1.10% | 20,301 | 20,301 | — | $301.23万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $298.42万 | 1.09% | 34,000 | -363 | -1.1% | -$3.19万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $291.33万 | 1.06% | 57,124 | -2,725 | -4.6% | -$13.90万 | 减仓 |
| XYL | XYLEM INC | $273.48万 | 1.00% | 23,135 | 23,135 | — | $273.48万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $267.40万 | 0.97% | 63,155 | 570 | 0.9% | $2.41万 | 加仓 |
| BRC | BRADY CORP | $256.97万 | 0.94% | 28,063 | -290 | -1.0% | -$2.66万 | 减仓 |
| GSST | GOLDMAN SACHS ETF TR | $249.56万 | 0.91% | 49,345 | -1,120 | -2.2% | -$5.66万 | 减仓 |
| ICSH | ISHARES TR | $248.94万 | 0.91% | 49,217 | -1,690 | -3.3% | -$8.55万 | 减仓 |
| NTAP | NETAPP INC | $247.76万 | 0.90% | 16,009 | -152 | -0.9% | -$2.35万 | 减仓 |
| V | VISA INC | $245.11万 | 0.89% | 7,144 | -79 | -1.1% | -$2.71万 | 减仓 |
| MRK | MERCK & CO INC | $230.42万 | 0.84% | 17,931 | 1,315 | 7.9% | $16.90万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $200.66万 | 0.73% | 63,280 | 271 | 0.4% | $8,593 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $183.20万 | 0.67% | 5,823 | -169 | -2.8% | -$5.32万 | 减仓 |
| IVV | ISHARES TR | $166.18万 | 0.60% | 2,219 | -24 | -1.1% | -$1.80万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $162.31万 | 0.59% | 51,346 | 14,182 | 38.2% | $44.83万 | 加仓 |
| LLY | ELI LILLY & CO | $157.77万 | 0.57% | 1,315 | 296 | 29.0% | $35.51万 | 加仓 |
| GOOG | ALPHABET INC | $146.38万 | 0.53% | 4,143 | -242 | -5.5% | -$8.55万 | 减仓 |
| — | EXXON MOBIL CORP | $143.55万 | 0.52% | 10,500 | -543 | -4.9% | -$7.42万 | 减仓 |
| DECK | DECKERS OUTDOOR CORP | $136.66万 | 0.50% | 13,764 | 13,764 | — | $136.66万 | 新建仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $133.61万 | 0.49% | 16,483 | 629 | 4.0% | $5.10万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $127.88万 | 0.47% | 5,035 | -70 | -1.4% | -$1.78万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $126.96万 | 0.46% | 10,030 | 374 | 3.9% | $4.73万 | 加仓 |
| TGT | TARGET CORP | $123.49万 | 0.45% | 9,455 | 1,451 | 18.1% | $18.95万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $117.33万 | 0.43% | 5,307 | 5,307 | — | $117.33万 | 新建仓 |
| HON | HONEYWELL INTL INC | $104.23万 | 0.38% | 4,655 | -4,443 | -48.8% | -$99.48万 | 减仓 |
| ASML | ASML HLDG NV | $92.51万 | 0.34% | 465 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $81.60万 | 0.30% | 4,078 | 66 | 1.6% | $1.32万 | 加仓 |
| KO | COCA COLA CO | $79.64万 | 0.29% | 9,800 | -370 | -3.6% | -$3.01万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $70.41万 | 0.26% | 3,892 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $68.39万 | 0.25% | 1,364 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $62.41万 | 0.23% | 2,826 | 1 | 0.0% | $221 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $57.36万 | 0.21% | 2,330 | 121 | 5.5% | $2.98万 | 加仓 |
| TCAL | T ROWE PRICE EXCHANGE-TRADED | $53.40万 | 0.19% | 24,053 | 1,255 | 5.5% | $2.79万 | 加仓 |
| HD | HOME DEPOT INC | $52.63万 | 0.19% | 1,492 | -65 | -4.2% | -$2.29万 | 减仓 |
| ALB | ALBEMARLE CORP | $45.09万 | 0.16% | 3,339 | -350 | -9.5% | -$4.73万 | 减仓 |
| TOWN | TOWNEBANK PORTSMOUTH VA | $39.25万 | 0.14% | 10,830 | 2,870 | 36.1% | $10.40万 | 加仓 |
| MCK | MCKESSON CORP | $37.78万 | 0.14% | 500 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $37.48万 | 0.14% | 1,700 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $36.23万 | 0.13% | 6,415 | 630 | 10.9% | $3.56万 | 加仓 |
| VB | VANGUARD INDEX FDS | $33.89万 | 0.12% | 1,118 | 0 | 0.0% | — | 不变 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $33.30万 | 0.12% | 7,094 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $32.04万 | 0.12% | 3,531 | 3,531 | — | $32.04万 | 新建仓 |
| MKL | MARKEL GROUP INC | $27.73万 | 0.10% | 142 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $27.48万 | 0.10% | 691 | 181 | 35.5% | $7.20万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $26.84万 | 0.10% | 287 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $26.25万 | 0.10% | 624 | -31 | -4.7% | -$1.30万 | 减仓 |
| HII | HUNTINGTON INGALLS INDS INC | $25.93万 | 0.09% | 926 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $25.00万 | 0.09% | 364 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $24.21万 | 0.09% | 1,276 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $23.10万 | 0.08% | 627 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $22.55万 | 0.08% | 1,611 | -10 | -0.6% | -$1,400 | 减仓 |
| CSX | CSX CORP | $22.30万 | 0.08% | 4,693 | 14 | 0.3% | $665 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $20.80万 | 0.08% | 630 | 630 | — | $20.80万 | 新建仓 |
| AVDV | AMERICAN CENTY ETF TR | $20.58万 | 0.07% | 1,997 | 1,997 | — | $20.58万 | 新建仓 |
| MCD | MCDONALDS CORP | $20.52万 | 0.07% | 759 | 0 | 0.0% | — | 不变 |