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 |
|---|---|---|---|---|---|---|---|---|
| YUM | Yum! Brands, Inc. | $0 | 0.00% | 0 | -8 | -100.0% | -$1,216 | 清仓 |
| ULTA | Ulta Beauty, Inc. - Common Stock | $0 | 0.00% | 0 | -2 | -100.0% | -$1,212 | 清仓 |
| HUBS | HubSpot, Inc. Common Stock | $0 | 0.00% | 0 | -3 | -100.0% | -$1,206 | 清仓 |
| PTON | Peloton Interactive, Inc. - Common Stock | $0 | 0.00% | 0 | -172 | -100.0% | -$1,204 | 清仓 |
| — | FT Vest Bitcoin Strategy & Target Income ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NUE | Nucor Corporation Common Stock | $0 | 0.00% | 0 | -7 | -100.0% | -$1,148 | 清仓 |
| VMC | Vulcan Materials Company (Holding Company) Common Stock | $0 | 0.00% | 0 | -4 | -100.0% | -$1,144 | 清仓 |
| TEAM | Atlassian Corporation - Class A Common Stock | $0 | 0.00% | 0 | -7 | -100.0% | -$1,141 | 清仓 |
| KR | Kroger Company (The) Common Stock | $0 | 0.00% | 0 | -18 | -100.0% | -$1,134 | 清仓 |
| AAL | American Airlines Group, Inc. - Common Stock | $0 | 0.00% | 0 | -70 | -100.0% | -$1,120 | 清仓 |
| ALGN | Align Technology, Inc. - Common Stock | $0 | 0.00% | 0 | -7 | -100.0% | -$1,099 | 清仓 |
| NTNX | Nutanix, Inc. - Class A Common Stock | $0 | 0.00% | 0 | -21 | -100.0% | -$1,092 | 清仓 |
| WAB | Westinghouse Air Brake Technologies Corporation Common Stock | $0 | 0.00% | 0 | -5 | -100.0% | -$1,070 | 清仓 |
| MSTR | Strategy Inc - Class A Common Stock | $0 | 0.00% | 0 | -7 | -100.0% | -$1,064 | 清仓 |
| RSG | Republic Services, Inc. Common Stock | $0 | 0.00% | 0 | -5 | -100.0% | -$1,060 | 清仓 |
| ALL | Allstate Corporation (The) Common Stock | $0 | 0.00% | 0 | -5 | -100.0% | -$1,045 | 清仓 |
| ADP | Automatic Data Processing, Inc. - Common Stock | $0 | 0.00% | 0 | -4 | -100.0% | -$1,032 | 清仓 |
| MCHP | Microchip Technology Incorporated - Common Stock | $0 | 0.00% | 0 | -16 | -100.0% | -$1,024 | 清仓 |
| GWW | W.W. Grainger, Inc. Common Stock | $0 | 0.00% | 0 | -1 | -100.0% | -$1,010 | 清仓 |
| GDDY | GoDaddy Inc. Class A Common Stock | $0 | 0.00% | 0 | -8 | -100.0% | -$1,000 | 清仓 |
| TER | Teradyne, Inc. - Common Stock | $0 | 0.00% | 0 | -5 | -100.0% | -$970 | 清仓 |
| O | Realty Income Corporation Common Stock | $0 | 0.00% | 0 | -17 | -100.0% | -$969 | 清仓 |
| CBRE | CBRE Group Inc Common Stock Class A | $0 | 0.00% | 0 | -6 | -100.0% | -$966 | 清仓 |
| STZ | Constellation Brands, Inc. Common Stock | $0 | 0.00% | 0 | -7 | -100.0% | -$966 | 清仓 |
| CTVA | Corteva, Inc. Common Stock | $0 | 0.00% | 0 | -14 | -100.0% | -$952 | 清仓 |
| KVUE | Kenvue Inc. Common Stock | $0 | 0.00% | 0 | -52 | -100.0% | -$936 | 清仓 |
| MRVL | Marvell Technology, Inc. - Common Stock | $0 | 0.00% | 0 | -11 | -100.0% | -$935 | 清仓 |
| ADM | Archer-Daniels-Midland Company Common Stock | $0 | 0.00% | 0 | -16 | -100.0% | -$928 | 清仓 |
| GEN | Gen Digital Inc. - Common Stock | $0 | 0.00% | 0 | -33 | -100.0% | -$924 | 清仓 |
| JKHY | Jack Henry & Associates, Inc. - Common Stock | $0 | 0.00% | 0 | -5 | -100.0% | -$915 | 清仓 |
| ED | Consolidated Edison, Inc. Common Stock | $0 | 0.00% | 0 | -9 | -100.0% | -$900 | 清仓 |
| NIO | NIO Inc. American depositary shares, each representing one Class A ordinary share | $0 | 0.00% | 0 | -150 | -100.0% | -$900 | 清仓 |
| BKR | Baker Hughes Company - Common Stock | $0 | 0.00% | 0 | -19 | -100.0% | -$874 | 清仓 |
| DLTR | Dollar Tree, Inc. - Common Stock | $0 | 0.00% | 0 | -7 | -100.0% | -$868 | 清仓 |
| VTRS | Viatris Inc. - Common Stock | $0 | 0.00% | 0 | -66 | -100.0% | -$858 | 清仓 |
| WEC | WEC Energy Group, Inc. Common Stock | $0 | 0.00% | 0 | -8 | -100.0% | -$848 | 清仓 |
| FTV | Fortive Corporation Common Stock | $0 | 0.00% | 0 | -15 | -100.0% | -$840 | 清仓 |
| DPZ | Domino's Pizza Inc - Common Stock | $0 | 0.00% | 0 | -2 | -100.0% | -$834 | 清仓 |
| TMUS | T-Mobile US, Inc. - Common Stock | $0 | 0.00% | 0 | -4 | -100.0% | -$816 | 清仓 |
| ABNB | Airbnb, Inc. - Class A Common Stock | $0 | 0.00% | 0 | -6 | -100.0% | -$816 | 清仓 |
| CMG | Chipotle Mexican Grill, Inc. Common Stock | $0 | 0.00% | 0 | -22 | -100.0% | -$814 | 清仓 |
| ESS | Essex Property Trust, Inc. Common Stock | $0 | 0.00% | 0 | -3 | -100.0% | -$786 | 清仓 |
| BNDX | Vanguard Total International Bond ETF | $0 | 0.00% | 0 | -16 | -100.0% | -$784 | 清仓 |
| PSA | Public Storage Common Stock | $0 | 0.00% | 0 | -3 | -100.0% | -$780 | 清仓 |
| DTE | DTE Energy Company Common Stock | $0 | 0.00% | 0 | -6 | -100.0% | -$774 | 清仓 |
| — | Common Shares of Beneficial Interest | $0 | 0.00% | 0 | -13 | -100.0% | -$767 | 清仓 |
| EQIX | Equinix, Inc. - Common Stock | $0 | 0.00% | 0 | -1 | -100.0% | -$767 | 清仓 |
| FE | FirstEnergy Corp. Common Stock | $0 | 0.00% | 0 | -17 | -100.0% | -$765 | 清仓 |
| CTAS | Cintas Corporation - Common Stock | $0 | 0.00% | 0 | -4 | -100.0% | -$756 | 清仓 |
| FANG | Diamondback Energy, Inc. - Common Stock | $0 | 0.00% | 0 | -5 | -100.0% | -$755 | 清仓 |
| LH | Labcorp Holdings Inc. Common Stock | $0 | 0.00% | 0 | -3 | -100.0% | -$753 | 清仓 |
| APD | Air Products and Chemicals, Inc. Common Stock | $0 | 0.00% | 0 | -3 | -100.0% | -$744 | 清仓 |
| VRSN | VeriSign, Inc. - Common Stock | $0 | 0.00% | 0 | -3 | -100.0% | -$729 | 清仓 |
| LOW | Lowe's Companies, Inc. Common Stock | $0 | 0.00% | 0 | -3 | -100.0% | -$726 | 清仓 |
| LDOS | Leidos Holdings, Inc. Common Stock | $0 | 0.00% | 0 | -4 | -100.0% | -$724 | 清仓 |
| YUMC | Yum China Holdings, Inc. Common Stock | $0 | 0.00% | 0 | -15 | -100.0% | -$720 | 清仓 |
| WRB | W.R. Berkley Corporation Common Stock | $0 | 0.00% | 0 | -10 | -100.0% | -$710 | 清仓 |
| VTR | Ventas, Inc. Common Stock | $0 | 0.00% | 0 | -9 | -100.0% | -$702 | 清仓 |
| AEE | Ameren Corporation Common Stock | $0 | 0.00% | 0 | -7 | -100.0% | -$700 | 清仓 |
| XYL | Xylem Inc. Common Stock New | $0 | 0.00% | 0 | -5 | -100.0% | -$685 | 清仓 |
| ZS | Zscaler, Inc. - Common Stock | $0 | 0.00% | 0 | -3 | -100.0% | -$675 | 清仓 |
| ATO | Atmos Energy Corporation Common Stock | $0 | 0.00% | 0 | -4 | -100.0% | -$672 | 清仓 |
| BR | Broadridge Financial Solutions, Inc. Common Stock | $0 | 0.00% | 0 | -3 | -100.0% | -$672 | 清仓 |
| VEEV | Veeva Systems Inc. Class A Common Stock | $0 | 0.00% | 0 | -3 | -100.0% | -$672 | 清仓 |
| DG | Dollar General Corporation Common Stock | $0 | 0.00% | 0 | -5 | -100.0% | -$665 | 清仓 |
| SHW | Sherwin-Williams Company (The) Common Stock | $0 | 0.00% | 0 | -2 | -100.0% | -$650 | 清仓 |
| CMS | CMS Energy Corporation Common Stock | $0 | 0.00% | 0 | -9 | -100.0% | -$630 | 清仓 |
| EL | Estee Lauder Companies, Inc. (The) Common Stock | $0 | 0.00% | 0 | -6 | -100.0% | -$630 | 清仓 |
| DELL | Dell Technologies Inc. Class C Common Stock | $0 | 0.00% | 0 | -5 | -100.0% | -$630 | 清仓 |
| BX | Blackstone Inc. Common Stock | $0 | 0.00% | 0 | -4 | -100.0% | -$620 | 清仓 |
| FITB | Fifth Third Bancorp - Common Stock | $0 | 0.00% | 0 | -13 | -100.0% | -$611 | 清仓 |
| — | Niu Technologies - American Depositary Shares | $0 | 0.00% | 0 | -150 | -100.0% | -$600 | 清仓 |
| CFG | Citizens Financial Group, Inc. Common Stock | $0 | 0.00% | 0 | -10 | -100.0% | -$590 | 清仓 |
| DOV | Dover Corporation Common Stock | $0 | 0.00% | 0 | -3 | -100.0% | -$588 | 清仓 |
| RS | Reliance, Inc. Common Stock | $0 | 0.00% | 0 | -2 | -100.0% | -$578 | 清仓 |
| EXPE | Expedia Group, Inc. - Common Stock | $0 | 0.00% | 0 | -2 | -100.0% | -$568 | 清仓 |
| TRMB | Trimble Inc. - Common Stock | $0 | 0.00% | 0 | -7 | -100.0% | -$553 | 清仓 |
| CMI | Cummins Inc. Common Stock | $0 | 0.00% | 0 | -1 | -100.0% | -$511 | 清仓 |
| EVRG | Evergy, Inc. - Common Stock | $0 | 0.00% | 0 | -7 | -100.0% | -$511 | 清仓 |
| MCO | Moody's Corporation Common Stock | $0 | 0.00% | 0 | -1 | -100.0% | -$511 | 清仓 |
| TDY | Teledyne Technologies Incorporated Common Stock | $0 | 0.00% | 0 | -1 | -100.0% | -$511 | 清仓 |
| STLD | Steel Dynamics, Inc. - Common Stock | $0 | 0.00% | 0 | -3 | -100.0% | -$510 | 清仓 |
| UPS | United Parcel Service, Inc. Common Stock | $0 | 0.00% | 0 | -5 | -100.0% | -$500 | 清仓 |
| GPC | Genuine Parts Company Common Stock | $0 | 0.00% | 0 | -4 | -100.0% | -$492 | 清仓 |
| NDSN | Nordson Corporation - Common Stock | $0 | 0.00% | 0 | -2 | -100.0% | -$482 | 清仓 |
| MRNA | Moderna, Inc. - Common Stock | $0 | 0.00% | 0 | -16 | -100.0% | -$480 | 清仓 |
| SNDK | Sandisk Corporation - Common Stock | $0 | 0.00% | 0 | -2 | -100.0% | -$476 | 清仓 |
| TXT | Textron Inc. Common Stock | $0 | 0.00% | 0 | -5 | -100.0% | -$440 | 清仓 |
| SSNC | SS&C Technologies Holdings, Inc. - Common Stock | $0 | 0.00% | 0 | -5 | -100.0% | -$440 | 清仓 |
| ROKU | Roku, Inc. - Class A Common Stock | $0 | 0.00% | 0 | -4 | -100.0% | -$436 | 清仓 |
| AME | AMETEK, Inc. | $0 | 0.00% | 0 | -2 | -100.0% | -$412 | 清仓 |
| ES | Eversource Energy (D/B/A) Common Stock | $0 | 0.00% | 0 | -6 | -100.0% | -$408 | 清仓 |
| MSI | Motorola Solutions, Inc. Common Stock | $0 | 0.00% | 0 | -1 | -100.0% | -$384 | 清仓 |
| KEY | KeyCorp Common Stock | $0 | 0.00% | 0 | -18 | -100.0% | -$378 | 清仓 |
| LPLA | LPL Financial Holdings Inc. - Common Stock | $0 | 0.00% | 0 | -1 | -100.0% | -$358 | 清仓 |
| SYK | Stryker Corporation Common Stock | $0 | 0.00% | 0 | -1 | -100.0% | -$352 | 清仓 |
| KMX | CarMax Inc | $0 | 0.00% | 0 | -9 | -100.0% | -$351 | 清仓 |
| EWBC | East West Bancorp, Inc. - Common Stock | $0 | 0.00% | 0 | -3 | -100.0% | -$339 | 清仓 |
| DVN | Devon Energy Corporation Common Stock | $0 | 0.00% | 0 | -9 | -100.0% | -$333 | 清仓 |
| GEHC | GE HealthCare Technologies Inc. - Common Stock | $0 | 0.00% | 0 | -4 | -100.0% | -$332 | 清仓 |