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 |
|---|---|---|---|---|---|---|---|---|
| SGOV | ISHARES TR | $1,093.48万 | 8.44% | 108,631 | 1,605 | 1.5% | $16.16万 | 加仓 |
| SFLR | INNOVATOR ETFS TRUST | $860.39万 | 6.64% | 242,979 | -18,300 | -7.0% | -$64.80万 | 减仓 |
| DJUL | FIRST TR EXCHNG TRADED FD VI | $504.64万 | 3.89% | 107,967 | -8,236 | -7.1% | -$38.49万 | 减仓 |
| DSEP | FIRST TR EXCHNG TRADED FD VI | $499.59万 | 3.85% | 113,643 | -8,872 | -7.2% | -$39.00万 | 减仓 |
| DOCT | FIRST TR EXCHNG TRADED FD VI | $491.87万 | 3.79% | 113,260 | -8,733 | -7.2% | -$37.93万 | 减仓 |
| DNOV | FIRST TR EXCHNG TRADED FD VI | $474.70万 | 3.66% | 99,091 | -7,431 | -7.0% | -$35.60万 | 减仓 |
| BALT | INNOVATOR ETFS TRUST | $455.78万 | 3.52% | 136,196 | -12,825 | -8.6% | -$42.92万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $339.64万 | 2.62% | 116,966 | 1,985 | 1.7% | $5.76万 | 加仓 |
| QFLR | INNOVATOR ETFS TRUST | $330.01万 | 2.55% | 99,102 | 2,466 | 2.6% | $8.21万 | 加仓 |
| — | EXXON MOBIL CORP | $208.69万 | 1.61% | 12,301 | 45 | 0.4% | $7,634 | 加仓 |
| — | INNOVATOR ETFS TRUST | $173.22万 | 1.34% | 34,374 | 8,269 | 31.7% | $41.67万 | 加仓 |
| VTES | VANGUARD WELLINGTON FD | $164.31万 | 1.27% | 16,246 | 16,246 | — | $164.31万 | 新建仓 |
| CF | CF INDUSTRIES HOLD | $153.86万 | 1.19% | 11,850 | -887 | -7.0% | -$11.52万 | 减仓 |
| — | UBS AG | $133.87万 | 1.03% | 8,063 | -581 | -6.7% | -$9.65万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $124.84万 | 0.96% | 5,107 | -240 | -4.5% | -$5.87万 | 减仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $124.50万 | 0.96% | 25,157 | -1,152 | -4.4% | -$5.70万 | 减仓 |
| EOG | EOG RES INC | $123.29万 | 0.95% | 8,528 | -665 | -7.2% | -$9.61万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $120.01万 | 0.93% | 8,611 | -493 | -5.4% | -$6.87万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $119.84万 | 0.92% | 23,872 | -1,314 | -5.2% | -$6.60万 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $116.90万 | 0.90% | 4,159 | -200 | -4.6% | -$5.62万 | 减仓 |
| MO | ALTRIA GROUP INC | $116.65万 | 0.90% | 17,677 | -745 | -4.0% | -$4.92万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $114.90万 | 0.89% | 3,401 | -366 | -9.7% | -$12.36万 | 减仓 |
| CME | CME GROUP INC | $113.47万 | 0.88% | 3,842 | -159 | -4.0% | -$4.70万 | 减仓 |
| MRK | MERCK & CO INC | $112.77万 | 0.87% | 9,375 | -653 | -6.5% | -$7.85万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $110.32万 | 0.85% | 44,955 | 44,955 | — | $110.32万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $109.90万 | 0.85% | 22,581 | 22,581 | — | $109.90万 | 新建仓 |
| GPIX | GOLDMAN SACHS ETF TR | $108.50万 | 0.84% | 21,682 | -364 | -1.7% | -$1.82万 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $108.18万 | 0.83% | 1,824 | -148 | -7.5% | -$8.78万 | 减仓 |
| SNA | SNAP ON INC | $107.38万 | 0.83% | 2,956 | -152 | -4.9% | -$5.52万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $103.51万 | 0.80% | 947 | -71 | -7.0% | -$7.76万 | 减仓 |
| SDVD | FIRST TR EXCH TRADED FD III | $102.36万 | 0.79% | 47,170 | -239 | -0.5% | -$5,186 | 减仓 |
| FLEX | FLEXTRONICS INTL LTD | $101.98万 | 0.79% | 15,580 | -1,068 | -6.4% | -$6.99万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $101.00万 | 0.78% | 11,850 | -691 | -5.5% | -$5.89万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $99.48万 | 0.77% | 5,704 | -215 | -3.6% | -$3.75万 | 减仓 |
| USB | US BANCORP | $98.94万 | 0.76% | 19,023 | -1,176 | -5.8% | -$6.12万 | 减仓 |
| FOXA | FOX CORP | $97.92万 | 0.76% | 16,768 | -526 | -3.0% | -$3.07万 | 减仓 |
| GOOGL | ALPHABET INC | $96.46万 | 0.74% | 3,355 | -139 | -4.0% | -$4.00万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $95.75万 | 0.74% | 33,351 | -1,632 | -4.7% | -$4.69万 | 减仓 |
| PEP | PEPSICO INC | $95.38万 | 0.74% | 6,142 | -313 | -4.8% | -$4.86万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $92.83万 | 0.72% | 3,567 | -242 | -6.4% | -$6.30万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $92.26万 | 0.71% | 38,015 | 38,015 | — | $92.26万 | 新建仓 |
| DECK | DECKERS OUTDOOR CORP | $91.37万 | 0.70% | 9,129 | -778 | -7.9% | -$7.79万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $91.30万 | 0.70% | 37,121 | 37,121 | — | $91.30万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $90.66万 | 0.70% | 6,277 | -334 | -5.1% | -$4.82万 | 减仓 |
| AVY | AVERY DENNISON CORP | $88.43万 | 0.68% | 5,121 | -226 | -4.2% | -$3.90万 | 减仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $88.02万 | 0.68% | 34,450 | -917 | -2.6% | -$2.34万 | 减仓 |
| VICI | VICI PPTYS INC | $87.76万 | 0.68% | 32,124 | -1,812 | -5.3% | -$4.95万 | 减仓 |
| KHC | KRAFT HEINZ CO | $87.42万 | 0.67% | 38,873 | -2,084 | -5.1% | -$4.69万 | 减仓 |
| PHM | PULTE GROUP INC | $86.64万 | 0.67% | 7,367 | -437 | -5.6% | -$5.14万 | 减仓 |
| CAG | CONAGRA BRANDS INC | $86.02万 | 0.66% | 54,723 | -3,059 | -5.3% | -$4.81万 | 减仓 |
| AVGO | BROADCOM INC | $85.92万 | 0.66% | 2,776 | -85 | -3.0% | -$2.63万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $85.57万 | 0.66% | 8,870 | -437 | -4.7% | -$4.22万 | 减仓 |
| EXEL | EXELIXIS INC | $84.49万 | 0.65% | 19,700 | -1,408 | -6.7% | -$6.04万 | 减仓 |
| THC | TENET HEALTHCARE CORP | $83.95万 | 0.65% | 4,449 | -277 | -5.9% | -$5.23万 | 减仓 |
| — | TIDAL TRUST II | $83.64万 | 0.65% | 106,818 | -4,110 | -3.7% | -$3.22万 | 减仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $83.60万 | 0.64% | 34,934 | -3,029 | -8.0% | -$7.25万 | 减仓 |
| RL | RALPH LAUREN CORP | $83.41万 | 0.64% | 2,425 | -163 | -6.3% | -$5.61万 | 减仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $82.19万 | 0.63% | 3,807 | -307 | -7.5% | -$6.63万 | 减仓 |
| ZM | ZOOM COMMUNICATIONS INC | $80.93万 | 0.62% | 10,068 | -624 | -5.8% | -$5.02万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $80.19万 | 0.62% | 8,896 | -352 | -3.8% | -$3.17万 | 减仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $78.38万 | 0.60% | 5,950 | -312 | -5.0% | -$4.11万 | 减仓 |
| GIS | GENERAL MILLS INC | $72.88万 | 0.56% | 19,581 | -607 | -3.0% | -$2.26万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $72.83万 | 0.56% | 15,525 | 15,438 | 17,744.8% | $72.42万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $72.40万 | 0.56% | 4,516 | -210 | -4.4% | -$3.37万 | 减仓 |
| MSFT | MICROSOFT CORP | $72.32万 | 0.56% | 1,954 | -170 | -8.0% | -$6.29万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $69.66万 | 0.54% | 3,513 | -56 | -1.6% | -$1.11万 | 减仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $68.11万 | 0.53% | 35,848 | -5,528 | -13.4% | -$10.50万 | 减仓 |
| MMSI | MERIT MED SYS INC | $68.09万 | 0.53% | 9,878 | -563 | -5.4% | -$3.88万 | 减仓 |
| IDV | ISHARES TR | $66.71万 | 0.51% | 15,675 | -2,558 | -14.0% | -$10.89万 | 减仓 |
| CHWY | CHEWY INC | $65.69万 | 0.51% | 24,330 | -1,007 | -4.0% | -$2.72万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $61.77万 | 0.48% | 6,016 | -358 | -5.6% | -$3.68万 | 减仓 |
| PODD | INSULET CORP | $61.71万 | 0.48% | 2,941 | -126 | -4.1% | -$2.64万 | 减仓 |
| APP | APPLOVIN CORP | $59.69万 | 0.46% | 1,500 | -34 | -2.2% | -$1.35万 | 减仓 |
| TSLA | TESLA INC | $57.56万 | 0.44% | 1,548 | 11 | 0.7% | $4,090 | 加仓 |
| DVYE | ISHARES INC | $57.24万 | 0.44% | 16,649 | -2,805 | -14.4% | -$9.64万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $54.79万 | 0.42% | 917 | 654 | 248.7% | $39.08万 | 加仓 |
| PINS | PINTEREST INC | $53.24万 | 0.41% | 29,029 | -615 | -2.1% | -$1.13万 | 减仓 |
| AGGH | SIMPLIFY EXCHANGE TRADED FUN | $52.75万 | 0.41% | 25,922 | 822 | 3.3% | $1.67万 | 加仓 |
| DMAY | FIRST TR EXCHNG TRADED FD VI | $51.11万 | 0.39% | 11,377 | -122 | -1.1% | -$5,481 | 减仓 |
| HIMS | HIMS & HERS HEALTH INC | $47.08万 | 0.36% | 22,679 | 397 | 1.8% | $8,242 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $45.95万 | 0.35% | 13,608 | 13,608 | — | $45.95万 | 新建仓 |
| SCZ | ISHARES TR | $43.66万 | 0.34% | 5,568 | 5,555 | 42,730.8% | $43.56万 | 加仓 |
| CAIE | CALAMOS ETF TR | $41.93万 | 0.32% | 16,678 | 16,678 | — | $41.93万 | 新建仓 |
| — | CALAMOS ETF TR | $41.87万 | 0.32% | 17,565 | 17,565 | — | $41.87万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $41.45万 | 0.32% | 16,527 | -17,483 | -51.4% | -$43.85万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $41.37万 | 0.32% | 17,877 | -17,200 | -49.0% | -$39.80万 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $40.74万 | 0.31% | 32,490 | 3,352 | 11.5% | $4.20万 | 加仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $40.35万 | 0.31% | 11,425 | 11,425 | — | $40.35万 | 新建仓 |
| BUFY | FIRST TR EXCHNG TRADED FD VI | $40.21万 | 0.31% | 17,967 | 17,967 | — | $40.21万 | 新建仓 |
| BUFS | FIRST TR EXCHNG TRADED FD VI | $39.98万 | 0.31% | 17,335 | 17,335 | — | $39.98万 | 新建仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $38.21万 | 0.29% | 7,844 | 1,664 | 26.9% | $8.10万 | 加仓 |
| QMAR | FIRST TR EXCHNG TRADED FD VI | $33.98万 | 0.26% | 10,106 | -1,278 | -11.2% | -$4.30万 | 减仓 |
| QSPT | FIRST TR EXCHNG TRADED FD VI | $33.26万 | 0.26% | 10,864 | -1,350 | -11.1% | -$4.13万 | 减仓 |
| QJUN | FIRST TR EXCHNG TRADED FD VI | $33.20万 | 0.26% | 10,626 | -1,351 | -11.3% | -$4.22万 | 减仓 |
| QDEC | FIRST TR EXCHNG TRADED FD VI | $32.98万 | 0.25% | 10,484 | -1,377 | -11.6% | -$4.33万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $32.29万 | 0.25% | 12,339 | -1,648 | -11.8% | -$4.31万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $32.16万 | 0.25% | 11,757 | -1,576 | -11.8% | -$4.31万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $31.46万 | 0.24% | 12,219 | -1,660 | -12.0% | -$4.27万 | 减仓 |
| DFEB | FIRST TR EXCHNG TRADED FD VI | $31.23万 | 0.24% | 6,594 | -173 | -2.6% | -$8,195 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $30.51万 | 0.24% | 11,600 | -1,616 | -12.2% | -$4.25万 | 减仓 |