WINNACLE WEALTH LLC
WACO TX · SEC CIK 0002079687
$1.47亿2026Q2 申报市值
137持仓数
37.8%前十大占比 · 第一大 7.0%
7 / 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
BUCK 加仓+$56.08万
VTES 加仓+$50.74万
VOO 加仓+$50.14万
TSLA 加仓+$42.90万
DFCF 重新持有+$41.47万
2026Q2 卖出最多 按季末市值估算
SGOV 减仓-$66.07万
MU 减仓-$28.28万
DSEP 减仓-$17.64万
DJUL 减仓-$17.64万
DOCT 减仓-$17.09万
2026Q2 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| — | TREACE MED CONCEPTS INC | $0 | 0.00% | 0 | -28,313 | -100.0% | -$3.79万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $20.01万 | 0.14% | 6,080 | -1,571 | -20.5% | -$5.17万 | 重新持有 |
| SPY | STATE STR SPDR S&P 500 ETF T | $20.43万 | 0.14% | 274 | 12 | 4.6% | $8,949 | 重新持有 |
| — | INNOVATOR ETFS TRUST | $20.79万 | 0.14% | 6,655 | -158 | -2.3% | -$4,936 | 减仓 |
| CSCO | CISCO SYS INC | $21.12万 | 0.14% | 1,798 | -20 | -1.1% | -$2,349 | 重新持有 |
| — | INNOVATOR ETFS TRUST | $21.38万 | 0.15% | 6,295 | -147 | -2.3% | -$4,993 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $21.62万 | 0.15% | 5,288 | -36 | -0.7% | -$1,472 | 减仓 |
| — | INNOVATOR ETFS TRUST | $21.95万 | 0.15% | 5,876 | -136 | -2.3% | -$5,081 | 减仓 |
| AAPL | APPLE INC | $22.07万 | 0.15% | 763 | 176 | 30.0% | $5.09万 | 重新持有 |
| KJAN | INNOVATOR ETFS TRUST | $22.30万 | 0.15% | 4,886 | -111 | -2.2% | -$5,065 | 减仓 |
| WMT | WALMART INC | $22.34万 | 0.15% | 1,972 | 2 | 0.1% | $227 | 加仓 |
| ORCL | ORACLE CORP | $22.49万 | 0.15% | 1,535 | -4 | -0.3% | -$586 | 减仓 |
| — | INNOVATOR ETFS TRUST | $22.59万 | 0.15% | 6,613 | -175 | -2.6% | -$5,977 | 减仓 |
| — | CALAMOS ETF TR | $22.74万 | 0.15% | 13,142 | 691 | 5.5% | $1.20万 | 加仓 |
| KAPR | INNOVATOR ETFS TRUST | $23.18万 | 0.16% | 5,823 | -144 | -2.4% | -$5,731 | 减仓 |
| JBL | JABIL INC | $24.40万 | 0.17% | 633 | -43 | -6.4% | -$1.66万 | 重新持有 |
| — | INNOVATOR ETFS TRUST | $25.29万 | 0.17% | 9,626 | 0 | 0.0% | — | 不变 |
| DJAN | FIRST TR EXCHNG TRADED FD VI | $25.87万 | 0.18% | 5,683 | -839 | -12.9% | -$3.82万 | 减仓 |
| JAJL | INNOVATOR ETFS TRUST | $26.06万 | 0.18% | 8,712 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHANGE-TRADED FD | $28.40万 | 0.19% | 25,544 | 25,480 | 39,812.5% | $28.33万 | 重新持有 |
| DMAR | FIRST TR EXCHNG TRADED FD VI | $29.22万 | 0.20% | 6,532 | -20 | -0.3% | -$895 | 减仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $29.65万 | 0.20% | 2,751 | 22 | 0.8% | $2,371 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $31.24万 | 0.21% | 11,340 | -260 | -2.2% | -$7,162 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $32.07万 | 0.22% | 11,966 | -253 | -2.1% | -$6,780 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $32.39万 | 0.22% | 8,786 | 2,060 | 30.6% | $7.60万 | 加仓 |
| DFEB | FIRST TR EXCHNG TRADED FD VI | $32.41万 | 0.22% | 6,419 | -175 | -2.7% | -$8,836 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $32.94万 | 0.22% | 11,496 | -261 | -2.2% | -$7,480 | 减仓 |
| DGCB | DIMENSIONAL ETF TRUST | $32.95万 | 0.22% | 6,027 | 6,027 | — | $32.95万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $33.22万 | 0.23% | 12,062 | -277 | -2.2% | -$7,628 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $34.52万 | 0.23% | 9,263 | 3,338 | 56.3% | $12.44万 | 加仓 |
| CSHI | NEOS ETF TRUST | $34.92万 | 0.24% | 7,011 | 7,011 | — | $34.92万 | 新建仓 |
| QJUN | FIRST TR EXCHNG TRADED FD VI | $35.19万 | 0.24% | 10,415 | -211 | -2.0% | -$7,129 | 减仓 |
| RSPA | INVESCO ACTIVELY MANAGED EXC | $36.17万 | 0.25% | 6,779 | 6,779 | — | $36.17万 | 新建仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $36.17万 | 0.25% | 13,438 | 13,438 | — | $36.17万 | 新建仓 |
| QQA | INVESCO ACTIVELY MANAGED EXC | $36.21万 | 0.25% | 6,284 | 6,284 | — | $36.21万 | 新建仓 |
| EFAA | INVESCO ACTIVELY MANAGED EXC | $36.41万 | 0.25% | 6,529 | 6,529 | — | $36.41万 | 新建仓 |
| QDEC | FIRST TR EXCHNG TRADED FD VI | $36.48万 | 0.25% | 10,244 | -240 | -2.3% | -$8,547 | 减仓 |
| QMAR | FIRST TR EXCHNG TRADED FD VI | $36.71万 | 0.25% | 9,859 | -247 | -2.4% | -$9,197 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $36.86万 | 0.25% | 7,289 | 7,289 | — | $36.86万 | 新建仓 |
| QSPT | FIRST TR EXCHNG TRADED FD VI | $37.01万 | 0.25% | 10,624 | -240 | -2.2% | -$8,362 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $41.91万 | 0.28% | 9,928 | 9,824 | 9,446.2% | $41.47万 | 重新持有 |
| DFUS | DIMENSIONAL ETF TRUST | $42.16万 | 0.29% | 5,146 | 1,739 | 51.0% | $14.25万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $42.92万 | 0.29% | 3,449 | -64 | -1.8% | -$7,964 | 减仓 |
| VTI | VANGUARD INDEX FDS | $43.26万 | 0.29% | 1,169 | 655 | 127.4% | $24.24万 | 重新持有 |
| PODD | INSULET CORP | $43.50万 | 0.30% | 2,857 | -84 | -2.9% | -$1.28万 | 减仓 |
| BUFY | FIRST TR EXCHNG TRADED FD VI | $47.85万 | 0.33% | 20,443 | 2,476 | 13.8% | $5.80万 | 加仓 |
| CHWY | CHEWY INC | $48.25万 | 0.33% | 24,555 | 225 | 0.9% | $4,421 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $48.77万 | 0.33% | 7,334 | 2,490 | 51.4% | $16.56万 | 加仓 |
| BUFS | FIRST TR EXCHNG TRADED FD VI | $49.37万 | 0.34% | 19,676 | 2,341 | 13.5% | $5.87万 | 加仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $50.05万 | 0.34% | 12,746 | 1,321 | 11.6% | $5.19万 | 加仓 |
| IJR | ISHARES TR | $50.62万 | 0.34% | 3,413 | 1,434 | 72.5% | $21.27万 | 加仓 |
| SCZ | ISHARES TR | $50.82万 | 0.35% | 6,177 | 609 | 10.9% | $5.01万 | 加仓 |
| DVYE | ISHARES INC | $50.90万 | 0.35% | 15,793 | -856 | -5.1% | -$2.76万 | 减仓 |
| DMAY | FIRST TR EXCHNG TRADED FD VI | $53.27万 | 0.36% | 11,305 | -72 | -0.6% | -$3,393 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $53.70万 | 0.37% | 7,537 | 2,839 | 60.4% | $20.23万 | 加仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $55.09万 | 0.37% | 3,874 | 67 | 1.8% | $9,529 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $55.54万 | 0.38% | 15,203 | 1,595 | 11.7% | $5.83万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $55.83万 | 0.38% | 6,153 | 137 | 2.3% | $1.24万 | 加仓 |
| PINS | PINTEREST INC | $60.37万 | 0.41% | 28,706 | -323 | -1.1% | -$6,793 | 减仓 |
| IDV | ISHARES TR | $61.84万 | 0.42% | 14,925 | -750 | -4.8% | -$3.11万 | 减仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $62.14万 | 0.42% | 12,305 | 4,461 | 56.9% | $22.53万 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $63.73万 | 0.43% | 51,309 | 18,819 | 57.9% | $23.37万 | 加仓 |
| MMSI | MERIT MED SYS INC | $65.09万 | 0.44% | 9,388 | -490 | -5.0% | -$3.40万 | 减仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $65.52万 | 0.45% | 33,967 | -1,881 | -5.2% | -$3.63万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $66.67万 | 0.45% | 28,805 | 10,928 | 61.1% | $25.29万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $67.99万 | 0.46% | 26,714 | 10,187 | 61.6% | $25.93万 | 加仓 |
| GIS | GENERAL MILLS INC | $68.86万 | 0.47% | 19,786 | 205 | 1.0% | $7,134 | 加仓 |
| MSFT | MICROSOFT CORP | $72.03万 | 0.49% | 1,931 | -23 | -1.2% | -$8,579 | 减仓 |
| CAIE | CALAMOS ETF TR | $73.09万 | 0.50% | 26,860 | 10,182 | 61.1% | $27.71万 | 加仓 |
| CAG | CONAGRA BRANDS INC | $73.84万 | 0.50% | 54,859 | 136 | 0.2% | $1,831 | 加仓 |
| — | CALAMOS ETF TR | $74.27万 | 0.51% | 27,663 | 10,098 | 57.5% | $27.11万 | 加仓 |
| APP | APPLOVIN CORP | $76.14万 | 0.52% | 1,478 | -22 | -1.5% | -$1.13万 | 减仓 |
| HIMS | HIMS & HERS HEALTH INC | $77.00万 | 0.52% | 22,210 | -469 | -2.1% | -$1.63万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $78.22万 | 0.53% | 31,863 | -1,488 | -4.5% | -$3.65万 | 减仓 |
| CME | CME GROUP INC | $79.16万 | 0.54% | 3,584 | -258 | -6.7% | -$5.70万 | 减仓 |
| AVY | AVERY DENNISON CORP | $79.23万 | 0.54% | 4,880 | -241 | -4.7% | -$3.91万 | 减仓 |
| PEP | PEPSICO INC | $80.66万 | 0.55% | 5,957 | -185 | -3.0% | -$2.51万 | 减仓 |
| VICI | VICI PPTYS INC | $81.78万 | 0.56% | 30,803 | -1,321 | -4.1% | -$3.51万 | 减仓 |
| THC | TENET HEALTHCARE CORP | $81.81万 | 0.56% | 4,373 | -76 | -1.7% | -$1.42万 | 减仓 |
| BUCK | SIMPLIFY EXCHANGE TRADED FUN | $83.16万 | 0.57% | 35,506 | 23,945 | 207.1% | $56.08万 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $83.44万 | 0.57% | 9,668 | -400 | -4.0% | -$3.45万 | 减仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $83.56万 | 0.57% | 33,953 | -981 | -2.8% | -$2.41万 | 减仓 |
| FOXA | FOX CORP | $84.41万 | 0.57% | 16,184 | -584 | -3.5% | -$3.05万 | 减仓 |
| — | TIDAL TRUST II | $87.55万 | 0.60% | 108,356 | 1,538 | 1.4% | $1.24万 | 加仓 |
| DECK | DECKERS OUTDOOR CORP | $88.11万 | 0.60% | 8,874 | -255 | -2.8% | -$2.53万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $88.68万 | 0.60% | 17,126 | 1,601 | 10.3% | $8.29万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $89.05万 | 0.61% | 6,072 | -205 | -3.3% | -$3.01万 | 减仓 |
| KHC | KRAFT HEINZ CO | $89.38万 | 0.61% | 37,841 | -1,032 | -2.7% | -$2.44万 | 减仓 |
| AGGH | SIMPLIFY EXCHANGE TRADED FUN | $90.37万 | 0.61% | 44,805 | 18,883 | 72.8% | $38.09万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $93.71万 | 0.64% | 3,465 | -102 | -2.9% | -$2.76万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $93.89万 | 0.64% | 8,553 | -317 | -3.6% | -$3.48万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $94.89万 | 0.65% | 22,412 | -1,460 | -6.1% | -$6.18万 | 减仓 |
| RL | RALPH LAUREN CORP | $95.11万 | 0.65% | 2,369 | -56 | -2.3% | -$2.25万 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $96.25万 | 0.65% | 1,776 | -48 | -2.6% | -$2.60万 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $96.95万 | 0.66% | 3,995 | -164 | -3.9% | -$3.98万 | 减仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $97.07万 | 0.66% | 5,759 | -191 | -3.2% | -$3.22万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $97.35万 | 0.66% | 8,563 | -333 | -3.7% | -$3.79万 | 减仓 |
| PHM | PULTE GROUP INC | $98.15万 | 0.67% | 7,153 | -214 | -2.9% | -$2.94万 | 减仓 |
| AVGO | BROADCOM INC | $102.95万 | 0.70% | 2,725 | -51 | -1.8% | -$1.93万 | 减仓 |
| EXEL | EXELIXIS INC | $104.00万 | 0.71% | 19,115 | -585 | -3.0% | -$3.18万 | 减仓 |