WINNACLE WEALTH LLC
WACO TX · SEC CIK 0002079687
$1.30亿2026Q1 申报市值
123持仓数
40.6%前十大占比 · 第一大 8.4%
12 / 470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
VTES 新建仓+$164.31万
INNOVATOR ETFS T 新建仓+$110.32万
INNOVATOR ETFS T 新建仓+$109.90万
INNOVATOR ETFS T 新建仓+$92.26万
INNOVATOR ETFS T 新建仓+$91.30万
2026Q1 卖出最多 按季末市值估算
SFLR 减仓-$64.80万
INNOVATOR ETFS T 减仓-$43.85万
BALT 减仓-$42.92万
INNOVATOR ETFS T 减仓-$39.80万
DSEP 减仓-$39.00万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| NET | Cloudflare, Inc. Class A Common Stock | $0 | 0.00% | 0 | -18 | -100.0% | -$3,564 | 清仓 |
| APO | Apollo Global Management, Inc. (New) Common Stock | $0 | 0.00% | 0 | -24 | -100.0% | -$3,480 | 清仓 |
| MDLZ | Mondelez International, Inc. - Class A Common Stock | $0 | 0.00% | 0 | -64 | -100.0% | -$3,456 | 清仓 |
| AXON | Axon Enterprise, Inc. - Common Stock | $0 | 0.00% | 0 | -6 | -100.0% | -$3,408 | 清仓 |
| AZO | AutoZone, Inc. Common Stock | $0 | 0.00% | 0 | -1 | -100.0% | -$3,392 | 清仓 |
| REI | Ring Energy, Inc. Common Stock | $0 | 0.00% | 0 | -3,365 | -100.0% | -$3,365 | 清仓 |
| FERG | Ferguson Enterprises Inc. Common Stock | $0 | 0.00% | 0 | -15 | -100.0% | -$3,345 | 清仓 |
| WST | West Pharmaceutical Services, Inc. Common Stock | $0 | 0.00% | 0 | -12 | -100.0% | -$3,312 | 清仓 |
| TXN | Texas Instruments Incorporated - Common Stock | $0 | 0.00% | 0 | -19 | -100.0% | -$3,306 | 清仓 |
| NTRS | Northern Trust Corporation - Common Stock | $0 | 0.00% | 0 | -24 | -100.0% | -$3,288 | 清仓 |
| HCA | HCA Healthcare, Inc. Common Stock | $0 | 0.00% | 0 | -7 | -100.0% | -$3,269 | 清仓 |
| DE | Deere & Company Common Stock | $0 | 0.00% | 0 | -7 | -100.0% | -$3,262 | 清仓 |
| CVS | CVS Health Corporation Common Stock | $0 | 0.00% | 0 | -40 | -100.0% | -$3,200 | 清仓 |
| PCAR | PACCAR Inc. - Common Stock | $0 | 0.00% | 0 | -29 | -100.0% | -$3,190 | 清仓 |
| FDX | FedEx Corporation Common Stock | $0 | 0.00% | 0 | -11 | -100.0% | -$3,179 | 清仓 |
| BSX | Boston Scientific Corporation Common Stock | $0 | 0.00% | 0 | -33 | -100.0% | -$3,168 | 清仓 |
| EXC | Exelon Corporation - Common Stock | $0 | 0.00% | 0 | -72 | -100.0% | -$3,168 | 清仓 |
| ELV | Elevance Health, Inc. Common Stock | $0 | 0.00% | 0 | -9 | -100.0% | -$3,159 | 清仓 |
| STT | State Street Corporation Common Stock | $0 | 0.00% | 0 | -24 | -100.0% | -$3,120 | 清仓 |
| SYF | Synchrony Financial Common Stock | $0 | 0.00% | 0 | -37 | -100.0% | -$3,108 | 清仓 |
| VMRK | Equity Residential Common Shares of Beneficial Interest | $0 | 0.00% | 0 | -47 | -100.0% | -$3,008 | 清仓 |
| DUK | Duke Energy Corporation (Holding Company) Common Stock | $0 | 0.00% | 0 | -25 | -100.0% | -$2,950 | 清仓 |
| SO | Southern Company (The) Common Stock | $0 | 0.00% | 0 | -33 | -100.0% | -$2,904 | 清仓 |
| MMM | 3M Company Common Stock | $0 | 0.00% | 0 | -18 | -100.0% | -$2,898 | 清仓 |
| NOC | Northrop Grumman Corporation Common Stock | $0 | 0.00% | 0 | -5 | -100.0% | -$2,855 | 清仓 |
| CTSH | Cognizant Technology Solutions Corporation - Class A Common Stock | $0 | 0.00% | 0 | -34 | -100.0% | -$2,822 | 清仓 |
| MAR | Marriott International - Class A Common Stock | $0 | 0.00% | 0 | -9 | -100.0% | -$2,799 | 清仓 |
| ORLY | O'Reilly Automotive, Inc. - Common Stock | $0 | 0.00% | 0 | -30 | -100.0% | -$2,760 | 清仓 |
| BDX | Becton, Dickinson and Company Common Stock | $0 | 0.00% | 0 | -14 | -100.0% | -$2,730 | 清仓 |
| RF | Regions Financial Corporation Common Stock | $0 | 0.00% | 0 | -97 | -100.0% | -$2,716 | 清仓 |
| GMED | Globus Medical, Inc. Class A Common Stock | $0 | 0.00% | 0 | -30 | -100.0% | -$2,640 | 清仓 |
| NTAP | NetApp, Inc. - Common Stock | $0 | 0.00% | 0 | -24 | -100.0% | -$2,592 | 清仓 |
| TTWO | Take-Two Interactive Software, Inc. - Common Stock | $0 | 0.00% | 0 | -10 | -100.0% | -$2,570 | 清仓 |
| DASH | DoorDash, Inc. - Common Stock | $0 | 0.00% | 0 | -11 | -100.0% | -$2,497 | 清仓 |
| CSX | CSX Corporation - Common Stock | $0 | 0.00% | 0 | -67 | -100.0% | -$2,479 | 清仓 |
| CEG | Constellation Energy Corporation - Common Stock When-Issued | $0 | 0.00% | 0 | -7 | -100.0% | -$2,478 | 清仓 |
| GLW | Corning Incorporated Common Stock | $0 | 0.00% | 0 | -28 | -100.0% | -$2,464 | 清仓 |
| MPC | Marathon Petroleum Corporation Common Stock | $0 | 0.00% | 0 | -15 | -100.0% | -$2,445 | 清仓 |
| ETR | Entergy Corporation Common Stock | $0 | 0.00% | 0 | -26 | -100.0% | -$2,418 | 清仓 |
| CPAY | Corpay, Inc. Common Stock | $0 | 0.00% | 0 | -8 | -100.0% | -$2,408 | 清仓 |
| TRV | The Travelers Companies, Inc. Common Stock | $0 | 0.00% | 0 | -8 | -100.0% | -$2,328 | 清仓 |
| PBT | Permian Basin Royalty Trust Common Stock | $0 | 0.00% | 0 | -135 | -100.0% | -$2,295 | 清仓 |
| BSV | Vanguard Short-Term Bond ETF | $0 | 0.00% | 0 | -29 | -100.0% | -$2,291 | 清仓 |
| WAT | Waters Corporation Common Stock | $0 | 0.00% | 0 | -6 | -100.0% | -$2,280 | 清仓 |
| RBLX | Roblox Corporation Class A Common Stock | $0 | 0.00% | 0 | -27 | -100.0% | -$2,214 | 清仓 |
| CASY | Caseys General Stores, Inc. - Common Stock | $0 | 0.00% | 0 | -4 | -100.0% | -$2,212 | 清仓 |
| CDNS | Cadence Design Systems, Inc. - Common Stock | $0 | 0.00% | 0 | -7 | -100.0% | -$2,191 | 清仓 |
| CNP | CenterPoint Energy, Inc (Holding Co) Common Stock | $0 | 0.00% | 0 | -56 | -100.0% | -$2,184 | 清仓 |
| MKL | Markel Group Inc. Common Stock | $0 | 0.00% | 0 | -1 | -100.0% | -$2,150 | 清仓 |
| AIG | American International Group, Inc. New Common Stock | $0 | 0.00% | 0 | -25 | -100.0% | -$2,150 | 清仓 |
| BIIB | Biogen Inc. - Common Stock | $0 | 0.00% | 0 | -12 | -100.0% | -$2,112 | 清仓 |
| IDXX | IDEXX Laboratories, Inc. - Common Stock | $0 | 0.00% | 0 | -3 | -100.0% | -$2,031 | 清仓 |
| SOFI | SoFi Technologies, Inc. - Common Stock | $0 | 0.00% | 0 | -75 | -100.0% | -$2,025 | 清仓 |
| EQT | EQT Corporation Common Stock | $0 | 0.00% | 0 | -37 | -100.0% | -$1,998 | 清仓 |
| WM | Waste Management, Inc. Common Stock | $0 | 0.00% | 0 | -9 | -100.0% | -$1,980 | 清仓 |
| NDAQ | Nasdaq, Inc. - Common Stock | $0 | 0.00% | 0 | -20 | -100.0% | -$1,960 | 清仓 |
| ICE | Intercontinental Exchange Inc. Common Stock | $0 | 0.00% | 0 | -12 | -100.0% | -$1,944 | 清仓 |
| KDP | Keurig Dr Pepper Inc. - Common Stock | $0 | 0.00% | 0 | -67 | -100.0% | -$1,943 | 清仓 |
| PKG | Packaging Corporation of America Common Stock | $0 | 0.00% | 0 | -9 | -100.0% | -$1,863 | 清仓 |
| EW | Edwards Lifesciences Corporation Common Stock | $0 | 0.00% | 0 | -21 | -100.0% | -$1,806 | 清仓 |
| AGG | iShares Core U.S. Aggregate Bond ETF | $0 | 0.00% | 0 | -18 | -100.0% | -$1,800 | 清仓 |
| MGM | MGM Resorts International Common Stock | $0 | 0.00% | 0 | -48 | -100.0% | -$1,776 | 清仓 |
| TGT | Target Corporation Common Stock | $0 | 0.00% | 0 | -18 | -100.0% | -$1,764 | 清仓 |
| GSK | GSK plc American Depositary Shares (Each representing two Ordinary Shares) | $0 | 0.00% | 0 | -35 | -100.0% | -$1,750 | 清仓 |
| PWR | Quanta Services, Inc. Common Stock | $0 | 0.00% | 0 | -4 | -100.0% | -$1,692 | 清仓 |
| FICO | Fair Isaac Corporation Common Stock | $0 | 0.00% | 0 | -1 | -100.0% | -$1,691 | 清仓 |
| COR | Cencora, Inc. Common Stock | $0 | 0.00% | 0 | -5 | -100.0% | -$1,690 | 清仓 |
| CAH | Cardinal Health, Inc. Common Stock | $0 | 0.00% | 0 | -8 | -100.0% | -$1,648 | 清仓 |
| URI | United Rentals, Inc. Common Stock | $0 | 0.00% | 0 | -2 | -100.0% | -$1,620 | 清仓 |
| TOST | Toast, Inc. Class A Common Stock | $0 | 0.00% | 0 | -45 | -100.0% | -$1,620 | 清仓 |
| ALNY | Alnylam Pharmaceuticals, Inc. - Common Stock | $0 | 0.00% | 0 | -4 | -100.0% | -$1,592 | 清仓 |
| EBAY | eBay Inc. - Common Stock | $0 | 0.00% | 0 | -18 | -100.0% | -$1,584 | 清仓 |
| SPGI | S&P Global Inc. Common Stock | $0 | 0.00% | 0 | -3 | -100.0% | -$1,569 | 清仓 |
| ROK | Rockwell Automation, Inc. Common Stock | $0 | 0.00% | 0 | -4 | -100.0% | -$1,560 | 清仓 |
| WDC | Western Digital Corporation - Common Stock | $0 | 0.00% | 0 | -9 | -100.0% | -$1,557 | 清仓 |
| SYY | Sysco Corporation Common Stock | $0 | 0.00% | 0 | -21 | -100.0% | -$1,554 | 清仓 |
| AFL | AFLAC Incorporated Common Stock | $0 | 0.00% | 0 | -14 | -100.0% | -$1,554 | 清仓 |
| D | Dominion Energy, Inc. Common Stock | $0 | 0.00% | 0 | -26 | -100.0% | -$1,534 | 清仓 |
| — | Coterra Energy Inc. Common Stock | $0 | 0.00% | 0 | -56 | -100.0% | -$1,512 | 清仓 |
| EXPD | Expeditors International of Washington, Inc. Common Stock | $0 | 0.00% | 0 | -10 | -100.0% | -$1,500 | 清仓 |
| ADSK | Autodesk, Inc. - Common Stock | $0 | 0.00% | 0 | -5 | -100.0% | -$1,485 | 清仓 |
| TRGP | Targa Resources, Inc. Common Stock | $0 | 0.00% | 0 | -8 | -100.0% | -$1,480 | 清仓 |
| LII | Lennox International, Inc. Common Stock | $0 | 0.00% | 0 | -3 | -100.0% | -$1,458 | 清仓 |
| TFC | Truist Financial Corporation Common Stock | $0 | 0.00% | 0 | -29 | -100.0% | -$1,450 | 清仓 |
| — | Warner Bros. Discovery, Inc. - Series A Common Stock | $0 | 0.00% | 0 | -49 | -100.0% | -$1,421 | 清仓 |
| MTD | Mettler-Toledo International, Inc. Common Stock | $0 | 0.00% | 0 | -1 | -100.0% | -$1,395 | 清仓 |
| LUV | Southwest Airlines Company Common Stock | $0 | 0.00% | 0 | -33 | -100.0% | -$1,386 | 清仓 |
| TDG | Transdigm Group Incorporated Common Stock | $0 | 0.00% | 0 | -1 | -100.0% | -$1,330 | 清仓 |
| GGG | Graco Inc. Common Stock | $0 | 0.00% | 0 | -16 | -100.0% | -$1,312 | 清仓 |
| FISV | Fiserv, Inc. - Common Stock | $0 | 0.00% | 0 | -19 | -100.0% | -$1,292 | 清仓 |
| IR | Ingersoll Rand Inc. Common Stock | $0 | 0.00% | 0 | -16 | -100.0% | -$1,280 | 清仓 |
| CSL | Carlisle Companies Incorporated Common Stock | $0 | 0.00% | 0 | -4 | -100.0% | -$1,280 | 清仓 |
| FAST | Fastenal Company - Common Stock | $0 | 0.00% | 0 | -31 | -100.0% | -$1,271 | 清仓 |
| XEL | Xcel Energy Inc. - Common Stock | $0 | 0.00% | 0 | -17 | -100.0% | -$1,258 | 清仓 |
| MLM | Martin Marietta Materials, Inc. Common Stock | $0 | 0.00% | 0 | -2 | -100.0% | -$1,246 | 清仓 |
| HIG | The Hartford Insurance Group, Inc. Common Stock | $0 | 0.00% | 0 | -9 | -100.0% | -$1,242 | 清仓 |
| NNN | NNN REIT, Inc. Common Stock | $0 | 0.00% | 0 | -31 | -100.0% | -$1,240 | 清仓 |
| NOW | ServiceNow, Inc. Common Stock | $0 | 0.00% | 0 | -8 | -100.0% | -$1,232 | 清仓 |
| GM | General Motors Company Common Stock | $0 | 0.00% | 0 | -15 | -100.0% | -$1,230 | 清仓 |
| DKNG | DraftKings Inc. - Class A Common Stock | $0 | 0.00% | 0 | -35 | -100.0% | -$1,225 | 清仓 |