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 |
|---|---|---|---|---|---|---|---|---|
| QMAR | FIRST TR EXCHNG TRADED FD VI | $36.71万 | 0.25% | 9,859 | -247 | -2.4% | -$9,197 | 减仓 |
| QDEC | FIRST TR EXCHNG TRADED FD VI | $36.48万 | 0.25% | 10,244 | -240 | -2.3% | -$8,547 | 减仓 |
| EFAA | INVESCO ACTIVELY MANAGED EXC | $36.41万 | 0.25% | 6,529 | 6,529 | — | $36.41万 | 新建仓 |
| QQA | INVESCO ACTIVELY MANAGED EXC | $36.21万 | 0.25% | 6,284 | 6,284 | — | $36.21万 | 新建仓 |
| RSPA | INVESCO ACTIVELY MANAGED EXC | $36.17万 | 0.25% | 6,779 | 6,779 | — | $36.17万 | 新建仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $36.17万 | 0.25% | 13,438 | 13,438 | — | $36.17万 | 新建仓 |
| QJUN | FIRST TR EXCHNG TRADED FD VI | $35.19万 | 0.24% | 10,415 | -211 | -2.0% | -$7,129 | 减仓 |
| CSHI | NEOS ETF TRUST | $34.92万 | 0.24% | 7,011 | 7,011 | — | $34.92万 | 新建仓 |
| DFIC | DIMENSIONAL ETF TRUST | $34.52万 | 0.23% | 9,263 | 3,338 | 56.3% | $12.44万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $33.22万 | 0.23% | 12,062 | -277 | -2.2% | -$7,628 | 减仓 |
| DGCB | DIMENSIONAL ETF TRUST | $32.95万 | 0.22% | 6,027 | 6,027 | — | $32.95万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $32.94万 | 0.22% | 11,496 | -261 | -2.2% | -$7,480 | 减仓 |
| DFEB | FIRST TR EXCHNG TRADED FD VI | $32.41万 | 0.22% | 6,419 | -175 | -2.7% | -$8,836 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $32.39万 | 0.22% | 8,786 | 2,060 | 30.6% | $7.60万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $32.07万 | 0.22% | 11,966 | -253 | -2.1% | -$6,780 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $31.24万 | 0.21% | 11,340 | -260 | -2.2% | -$7,162 | 减仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $29.65万 | 0.20% | 2,751 | 22 | 0.8% | $2,371 | 加仓 |
| DMAR | FIRST TR EXCHNG TRADED FD VI | $29.22万 | 0.20% | 6,532 | -20 | -0.3% | -$895 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $28.40万 | 0.19% | 25,544 | 25,480 | 39,812.5% | $28.33万 | 重新持有 |
| JAJL | INNOVATOR ETFS TRUST | $26.06万 | 0.18% | 8,712 | 0 | 0.0% | — | 不变 |
| DJAN | FIRST TR EXCHNG TRADED FD VI | $25.87万 | 0.18% | 5,683 | -839 | -12.9% | -$3.82万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $25.29万 | 0.17% | 9,626 | 0 | 0.0% | — | 不变 |
| JBL | JABIL INC | $24.40万 | 0.17% | 633 | -43 | -6.4% | -$1.66万 | 重新持有 |
| KAPR | INNOVATOR ETFS TRUST | $23.18万 | 0.16% | 5,823 | -144 | -2.4% | -$5,731 | 减仓 |
| — | CALAMOS ETF TR | $22.74万 | 0.15% | 13,142 | 691 | 5.5% | $1.20万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $22.59万 | 0.15% | 6,613 | -175 | -2.6% | -$5,977 | 减仓 |
| ORCL | ORACLE CORP | $22.49万 | 0.15% | 1,535 | -4 | -0.3% | -$586 | 减仓 |
| WMT | WALMART INC | $22.34万 | 0.15% | 1,972 | 2 | 0.1% | $227 | 加仓 |
| KJAN | INNOVATOR ETFS TRUST | $22.30万 | 0.15% | 4,886 | -111 | -2.2% | -$5,065 | 减仓 |
| AAPL | APPLE INC | $22.07万 | 0.15% | 763 | 176 | 30.0% | $5.09万 | 重新持有 |
| — | INNOVATOR ETFS TRUST | $21.95万 | 0.15% | 5,876 | -136 | -2.3% | -$5,081 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $21.62万 | 0.15% | 5,288 | -36 | -0.7% | -$1,472 | 减仓 |
| — | INNOVATOR ETFS TRUST | $21.38万 | 0.15% | 6,295 | -147 | -2.3% | -$4,993 | 减仓 |
| CSCO | CISCO SYS INC | $21.12万 | 0.14% | 1,798 | -20 | -1.1% | -$2,349 | 重新持有 |
| — | INNOVATOR ETFS TRUST | $20.79万 | 0.14% | 6,655 | -158 | -2.3% | -$4,936 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $20.43万 | 0.14% | 274 | 12 | 4.6% | $8,949 | 重新持有 |
| — | INNOVATOR ETFS TRUST | $20.01万 | 0.14% | 6,080 | -1,571 | -20.5% | -$5.17万 | 重新持有 |
| — | TREACE MED CONCEPTS INC | $0 | 0.00% | 0 | -28,313 | -100.0% | -$3.79万 | 清仓 |