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 |
|---|---|---|---|---|---|---|---|---|
| HAS | Hasbro, Inc. - Common Stock | $0 | 0.00% | 0 | -4 | -100.0% | -$328 | 清仓 |
| IWO | iShares Russell 2000 Growth Fund | $0 | 0.00% | 0 | -1 | -100.0% | -$324 | 清仓 |
| HEI | Heico Corporation Common Stock | $0 | 0.00% | 0 | -1 | -100.0% | -$324 | 清仓 |
| U | Unity Software Inc. Common Stock | $0 | 0.00% | 0 | -7 | -100.0% | -$315 | 清仓 |
| BURL | Burlington Stores, Inc. Common Stock | $0 | 0.00% | 0 | -1 | -100.0% | -$289 | 清仓 |
| ALLY | Ally Financial Inc. Common Stock | $0 | 0.00% | 0 | -6 | -100.0% | -$276 | 清仓 |
| CI | The Cigna Group Common Stock | $0 | 0.00% | 0 | -1 | -100.0% | -$276 | 清仓 |
| LVS | Las Vegas Sands Corp. Common Stock | $0 | 0.00% | 0 | -4 | -100.0% | -$264 | 清仓 |
| AKAM | Akamai Technologies, Inc. - Common Stock | $0 | 0.00% | 0 | -3 | -100.0% | -$264 | 清仓 |
| IRM | Iron Mountain Incorporated (Delaware)Common Stock REIT | $0 | 0.00% | 0 | -3 | -100.0% | -$249 | 清仓 |
| AR | Antero Resources Corporation Common Stock | $0 | 0.00% | 0 | -7 | -100.0% | -$245 | 清仓 |
| ZBRA | Zebra Technologies Corporation - Class A Common Stock | $0 | 0.00% | 0 | -1 | -100.0% | -$243 | 清仓 |
| SOLV | Solventum Corporation Common Stock | $0 | 0.00% | 0 | -3 | -100.0% | -$240 | 清仓 |
| GPN | Global Payments Inc. Common Stock | $0 | 0.00% | 0 | -3 | -100.0% | -$234 | 清仓 |
| VRSK | Verisk Analytics, Inc. - Common Stock | $0 | 0.00% | 0 | -1 | -100.0% | -$224 | 清仓 |
| PNC | PNC Financial Services Group, Inc. (The) Common Stock | $0 | 0.00% | 0 | -1 | -100.0% | -$209 | 清仓 |
| DOCU | DocuSign, Inc. - Common Stock | $0 | 0.00% | 0 | -3 | -100.0% | -$207 | 清仓 |
| EPAM | EPAM Systems, Inc. Common Stock | $0 | 0.00% | 0 | -1 | -100.0% | -$205 | 清仓 |
| KEYS | Keysight Technologies Inc. Common Stock | $0 | 0.00% | 0 | -1 | -100.0% | -$204 | 清仓 |
| VWOB | Vanguard Emerging Markets Government Bond ETF | $0 | 0.00% | 0 | -3 | -100.0% | -$204 | 清仓 |
| MTB | M&T Bank Corporation Common Stock | $0 | 0.00% | 0 | -1 | -100.0% | -$202 | 清仓 |
| SBAC | SBA Communications Corporation - Class A Common Stock | $0 | 0.00% | 0 | -1 | -100.0% | -$194 | 清仓 |
| CZR | Caesars Entertainment, Inc. - Common Stock | $0 | 0.00% | 0 | -8 | -100.0% | -$192 | 清仓 |
| MRSH | Marsh Common Stock | $0 | 0.00% | 0 | -1 | -100.0% | -$186 | 清仓 |
| DRI | Darden Restaurants, Inc. Common Stock | $0 | 0.00% | 0 | -1 | -100.0% | -$185 | 清仓 |
| IEX | IDEX Corporation Common Stock | $0 | 0.00% | 0 | -1 | -100.0% | -$178 | 清仓 |
| GRAL | GRAIL, Inc. - Common Stock | $0 | 0.00% | 0 | -2 | -100.0% | -$172 | 清仓 |
| — | Qorvo, Inc. - Common Stock | $0 | 0.00% | 0 | -2 | -100.0% | -$170 | 清仓 |
| SKYD | Paramount Skydance Corporation - Class B Common Stock | $0 | 0.00% | 0 | -12 | -100.0% | -$168 | 清仓 |
| TXRH | Texas Roadhouse, Inc. - Common Stock | $0 | 0.00% | 0 | -1 | -100.0% | -$166 | 清仓 |
| SCHP | Schwab U.S. TIPS ETF | $0 | 0.00% | 0 | -6 | -100.0% | -$162 | 清仓 |
| RJF | Raymond James Financial, Inc. Common Stock | $0 | 0.00% | 0 | -1 | -100.0% | -$161 | 清仓 |
| DLR | Digital Realty Trust, Inc. Common Stock | $0 | 0.00% | 0 | -1 | -100.0% | -$155 | 清仓 |
| CLF | Cleveland-Cliffs Inc. Common Stock | $0 | 0.00% | 0 | -11 | -100.0% | -$154 | 清仓 |
| USHY | iShares Broad USD High Yield Corporate Bond ETF | $0 | 0.00% | 0 | -4 | -100.0% | -$152 | 清仓 |
| NMAX | Newsmax, Inc. Class B Common Stock | $0 | 0.00% | 0 | -18 | -100.0% | -$144 | 清仓 |
| TWLO | Twilio Inc. Class A Common Stock | $0 | 0.00% | 0 | -1 | -100.0% | -$143 | 清仓 |
| ALB | Albemarle Corporation Common Stock | $0 | 0.00% | 0 | -1 | -100.0% | -$142 | 清仓 |
| A | Agilent Technologies, Inc. Common Stock | $0 | 0.00% | 0 | -1 | -100.0% | -$137 | 清仓 |
| ZTS | Zoetis Inc. Class A Common Stock | $0 | 0.00% | 0 | -1 | -100.0% | -$126 | 清仓 |
| SUI | Sun Communities, Inc. Common Stock | $0 | 0.00% | 0 | -1 | -100.0% | -$124 | 清仓 |
| DIS | Walt Disney Company (The) Common Stock | $0 | 0.00% | 0 | -1 | -100.0% | -$114 | 清仓 |
| PAYX | Paychex, Inc. - Common Stock | $0 | 0.00% | 0 | -1 | -100.0% | -$113 | 清仓 |
| PRU | Prudential Financial, Inc. Common Stock | $0 | 0.00% | 0 | -1 | -100.0% | -$113 | 清仓 |
| W | Wayfair Inc. Class A Common Stock | $0 | 0.00% | 0 | -1 | -100.0% | -$101 | 清仓 |
| RVTY | Revvity, Inc. Common Stock | $0 | 0.00% | 0 | -1 | -100.0% | -$97 | 清仓 |
| MRP | Millrose Properties, Inc. Class A Common Stock | $0 | 0.00% | 0 | -3 | -100.0% | -$90 | 清仓 |
| CCI | Crown Castle Inc. Common Stock | $0 | 0.00% | 0 | -1 | -100.0% | -$89 | 清仓 |
| OTIS | Otis Worldwide Corporation Common Stock | $0 | 0.00% | 0 | -1 | -100.0% | -$88 | 清仓 |
| OKTA | Okta, Inc. - Class A Common Stock | $0 | 0.00% | 0 | -1 | -100.0% | -$87 | 清仓 |
| SBUX | Starbucks Corporation - Common Stock | $0 | 0.00% | 0 | -1 | -100.0% | -$85 | 清仓 |
| LLYVK | Liberty Live Holdings, Inc. - Series C Liberty Live Group Common Stock | $0 | 0.00% | 0 | -1 | -100.0% | -$84 | 清仓 |
| Q | Qnity Electronics, Inc. Common Stock | $0 | 0.00% | 0 | -1 | -100.0% | -$82 | 清仓 |
| COO | The Cooper Companies, Inc. - Common Stock | $0 | 0.00% | 0 | -1 | -100.0% | -$82 | 清仓 |
| PEG | Public Service Enterprise Group Incorporated Common Stock | $0 | 0.00% | 0 | -1 | -100.0% | -$81 | 清仓 |
| FTNT | Fortinet, Inc. - Common Stock | $0 | 0.00% | 0 | -1 | -100.0% | -$80 | 清仓 |
| MET | MetLife, Inc. Common Stock | $0 | 0.00% | 0 | -1 | -100.0% | -$79 | 清仓 |
| — | Hologic, Inc. - Common Stock | $0 | 0.00% | 0 | -1 | -100.0% | -$75 | 清仓 |
| DAL | Delta Air Lines, Inc. Common Stock | $0 | 0.00% | 0 | -1 | -100.0% | -$70 | 清仓 |
| CSGP | CoStar Group, Inc. - Common Stock | $0 | 0.00% | 0 | -1 | -100.0% | -$68 | 清仓 |
| BBY | Best Buy Co., Inc. Common Stock | $0 | 0.00% | 0 | -1 | -100.0% | -$67 | 清仓 |
| DXCM | DexCom, Inc. - Common Stock | $0 | 0.00% | 0 | -1 | -100.0% | -$67 | 清仓 |
| PYPL | PayPal Holdings, Inc. - Common Stock | $0 | 0.00% | 0 | -1 | -100.0% | -$59 | 清仓 |
| TSN | Tyson Foods, Inc. Common Stock | $0 | 0.00% | 0 | -1 | -100.0% | -$59 | 清仓 |
| TECH | Bio-Techne Corp - Common Stock | $0 | 0.00% | 0 | -1 | -100.0% | -$59 | 清仓 |
| SEDG | SolarEdge Technologies, Inc. - Common Stock | $0 | 0.00% | 0 | -2 | -100.0% | -$58 | 清仓 |
| BILL | BILL Holdings, Inc. Common Stock | $0 | 0.00% | 0 | -1 | -100.0% | -$55 | 清仓 |
| CARR | Carrier Global Corporation Common Stock | $0 | 0.00% | 0 | -1 | -100.0% | -$53 | 清仓 |
| RAL | Ralliant Corporation Common Stock | $0 | 0.00% | 0 | -1 | -100.0% | -$51 | 清仓 |
| TSCO | Tractor Supply Company - Common Stock | $0 | 0.00% | 0 | -1 | -100.0% | -$51 | 清仓 |
| OXY | Occidental Petroleum Corporation Common Stock | $0 | 0.00% | 0 | -1 | -100.0% | -$42 | 清仓 |
| MTCH | Match Group, Inc. - Common Stock | $0 | 0.00% | 0 | -1 | -100.0% | -$33 | 清仓 |
| AMTM | Amentum Holdings, Inc. Common Stock | $0 | 0.00% | 0 | -1 | -100.0% | -$29 | 清仓 |
| HPE | Hewlett Packard Enterprise Company Common Stock | $0 | 0.00% | 0 | -1 | -100.0% | -$25 | 清仓 |
| DOW | Dow Inc. Common Stock | $0 | 0.00% | 0 | -1 | -100.0% | -$24 | 清仓 |
| AES | The AES Corporation Common Stock | $0 | 0.00% | 0 | -1 | -100.0% | -$15 | 清仓 |
| YYY | Amplify CEF High Income ETF | $0 | 0.00% | 0 | -1 | -100.0% | -$12 | 清仓 |
| — | Workhorse Group, Inc. - Common Stock | $0 | 0.00% | 0 | -1 | -100.0% | -$6 | 清仓 |
| — | TREACE MED CONCEPTS INC | $3.79万 | 0.03% | 28,313 | -1 | -0.0% | -$1 | 减仓 |
| — | INNOVATOR ETFS TRUST | $20.36万 | 0.16% | 6,813 | -994 | -12.7% | -$2.97万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $20.40万 | 0.16% | 6,012 | -810 | -11.9% | -$2.75万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $20.63万 | 0.16% | 6,442 | -879 | -12.0% | -$2.82万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $20.82万 | 0.16% | 6,726 | 6,518 | 3,133.7% | $20.18万 | 加仓 |
| KJAN | INNOVATOR ETFS TRUST | $20.85万 | 0.16% | 4,997 | -656 | -11.6% | -$2.74万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $21.05万 | 0.16% | 5,925 | 5,294 | 839.0% | $18.81万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $21.17万 | 0.16% | 5,324 | -388 | -6.8% | -$1.54万 | 减仓 |
| KAPR | INNOVATOR ETFS TRUST | $21.63万 | 0.17% | 5,967 | -753 | -11.2% | -$2.73万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $21.69万 | 0.17% | 6,788 | -927 | -12.0% | -$2.96万 | 减仓 |
| — | CALAMOS ETF TR | $22.48万 | 0.17% | 12,451 | 12,451 | — | $22.48万 | 新建仓 |
| ORCL | ORACLE CORP | $22.64万 | 0.17% | 1,539 | -32 | -2.0% | -$4,708 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $24.16万 | 0.19% | 3,407 | 3,063 | 890.4% | $21.72万 | 加仓 |
| WMT | WALMART INC | $24.49万 | 0.19% | 1,970 | 46 | 2.4% | $5,718 | 加仓 |
| — | INNOVATOR ETFS TRUST | $24.58万 | 0.19% | 9,626 | -1,448 | -13.1% | -$3.70万 | 减仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $24.59万 | 0.19% | 2,729 | 28 | 1.0% | $2,523 | 加仓 |
| IJR | ISHARES TR | $24.60万 | 0.19% | 1,979 | 1,769 | 842.4% | $21.99万 | 加仓 |
| JAJL | INNOVATOR ETFS TRUST | $25.32万 | 0.20% | 8,712 | -1,307 | -13.0% | -$3.80万 | 减仓 |
| BUCK | SIMPLIFY EXCHANGE TRADED FUN | $27.18万 | 0.21% | 11,561 | 9,452 | 448.2% | $22.22万 | 加仓 |
| DJAN | FIRST TR EXCHNG TRADED FD VI | $27.74万 | 0.21% | 6,522 | -394 | -5.7% | -$1.68万 | 减仓 |
| DMAR | FIRST TR EXCHNG TRADED FD VI | $27.78万 | 0.21% | 6,552 | -61 | -0.9% | -$2,586 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $28.75万 | 0.22% | 4,844 | 4,347 | 874.6% | $25.80万 | 加仓 |