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 |
|---|---|---|---|---|---|---|---|---|
| EOG | EOG RES INC | $104.84万 | 0.71% | 8,081 | -447 | -5.2% | -$5.80万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $104.97万 | 0.71% | 11,449 | -401 | -3.4% | -$3.68万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $106.43万 | 0.72% | 8,424 | -187 | -2.2% | -$2.36万 | 减仓 |
| TSLA | TESLA INC | $108.00万 | 0.73% | 2,568 | 1,020 | 65.9% | $42.90万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $108.69万 | 0.74% | 39,593 | 2,472 | 6.7% | $6.79万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $109.80万 | 0.75% | 40,298 | 2,283 | 6.0% | $6.22万 | 加仓 |
| USB | US BANCORP | $111.81万 | 0.76% | 18,511 | -512 | -2.7% | -$3.09万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $113.12万 | 0.77% | 1,647 | 730 | 79.6% | $50.14万 | 加仓 |
| SNA | SNAP ON INC | $115.09万 | 0.78% | 2,860 | -96 | -3.2% | -$3.86万 | 减仓 |
| MRK | MERCK & CO INC | $115.77万 | 0.79% | 9,010 | -365 | -3.9% | -$4.69万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $116.45万 | 0.79% | 5,820 | 116 | 2.0% | $2.32万 | 加仓 |
| GOOGL | ALPHABET INC | $117.30万 | 0.80% | 3,282 | -73 | -2.2% | -$2.61万 | 减仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $121.03万 | 0.82% | 41,167 | 6,717 | 19.5% | $19.75万 | 加仓 |
| CF | CF INDUSTRIES HOLD | $121.09万 | 0.82% | 11,185 | -665 | -5.6% | -$7.20万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $121.17万 | 0.82% | 24,164 | 1,583 | 7.0% | $7.94万 | 加仓 |
| MO | ALTRIA GROUP INC | $123.42万 | 0.84% | 17,154 | -523 | -3.0% | -$3.76万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $123.78万 | 0.84% | 895 | -52 | -5.5% | -$7.19万 | 减仓 |
| SDVD | FIRST TR EXCHANGE-TRADED FD | $124.60万 | 0.85% | 53,962 | 6,792 | 14.4% | $15.68万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $125.02万 | 0.85% | 4,923 | -184 | -3.6% | -$4.67万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $127.30万 | 0.87% | 47,814 | 2,859 | 6.4% | $7.61万 | 加仓 |
| — | CREDIT SUISSE NASSAU BRANC | $132.04万 | 0.90% | 9,395 | 1,332 | 16.5% | $18.72万 | 加仓 |
| GPIX | GOLDMAN SACHS ETF TR | $137.96万 | 0.94% | 24,827 | 3,145 | 14.5% | $17.48万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $146.42万 | 1.00% | 4,294 | -222 | -4.9% | -$7.57万 | 减仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $163.87万 | 1.11% | 27,629 | 2,472 | 9.8% | $14.66万 | 加仓 |
| — | EXXON MOBIL CORP | $168.25万 | 1.14% | 12,306 | 5 | 0.0% | $684 | 加仓 |
| — | INNOVATOR ETFS TRUST | $185.20万 | 1.26% | 34,910 | 536 | 1.6% | $2.84万 | 加仓 |
| VTES | VANGUARD WELLINGTON FD | $215.32万 | 1.46% | 21,254 | 5,008 | 30.8% | $50.74万 | 加仓 |
| FLEX | FLEX LTD | $236.71万 | 1.61% | 14,605 | -975 | -6.3% | -$15.80万 | 减仓 |
| QFLR | INNOVATOR ETFS TRUST | $357.83万 | 2.43% | 98,090 | -1,012 | -1.0% | -$3.69万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $364.31万 | 2.48% | 3,156 | -245 | -7.2% | -$28.28万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $378.50万 | 2.57% | 115,463 | -1,503 | -1.3% | -$4.93万 | 减仓 |
| BALT | INNOVATOR ETFS TRUST | $452.34万 | 3.08% | 131,994 | -4,202 | -3.1% | -$14.40万 | 减仓 |
| DNOV | FIRST TR EXCHNG TRADED FD VI | $492.30万 | 3.35% | 95,872 | -3,219 | -3.2% | -$16.53万 | 减仓 |
| DOCT | FIRST TR EXCHNG TRADED FD VI | $511.60万 | 3.48% | 109,598 | -3,662 | -3.2% | -$17.09万 | 减仓 |
| DSEP | FIRST TR EXCHNG TRADED FD VI | $521.48万 | 3.55% | 109,924 | -3,719 | -3.3% | -$17.64万 | 减仓 |
| DJUL | FIRST TR EXCHNG TRADED FD VI | $523.76万 | 3.56% | 104,449 | -3,518 | -3.3% | -$17.64万 | 减仓 |
| SFLR | INNOVATOR ETFS TRUST | $923.26万 | 6.28% | 239,310 | -3,669 | -1.5% | -$14.16万 | 减仓 |
| SGOV | ISHARES TR | $1,027.52万 | 6.99% | 102,068 | -6,563 | -6.0% | -$66.07万 | 减仓 |