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 |
|---|---|---|---|---|---|---|---|---|
| T | AT&T Inc. | $0 | 0.00% | 0 | -1,046 | -100.0% | -$2.62万 | 清仓 |
| BALL | Ball Corporation Common Stock | $0 | 0.00% | 0 | -469 | -100.0% | -$2.49万 | 清仓 |
| VTWO | Vanguard Russell 2000 ETF | $0 | 0.00% | 0 | -247 | -100.0% | -$2.47万 | 清仓 |
| NEU | NewMarket Corp Common Stock | $0 | 0.00% | 0 | -35 | -100.0% | -$2.41万 | 清仓 |
| PPG | PPG Industries, Inc. Common Stock | $0 | 0.00% | 0 | -212 | -100.0% | -$2.18万 | 清仓 |
| DDEC | FT Vest U.S. Equity Deep Buffer ETF - December | $0 | 0.00% | 0 | -422 | -100.0% | -$1.94万 | 清仓 |
| AMT | American Tower Corporation (REIT) Common Stock | $0 | 0.00% | 0 | -109 | -100.0% | -$1.92万 | 清仓 |
| NKE | Nike, Inc. Common Stock | $0 | 0.00% | 0 | -296 | -100.0% | -$1.89万 | 清仓 |
| GS | Goldman Sachs Group, Inc. (The) Common Stock | $0 | 0.00% | 0 | -21 | -100.0% | -$1.85万 | 清仓 |
| INTC | Intel Corporation - Common Stock | $0 | 0.00% | 0 | -490 | -100.0% | -$1.81万 | 清仓 |
| KO | Coca-Cola Company (The) Common Stock | $0 | 0.00% | 0 | -251 | -100.0% | -$1.76万 | 清仓 |
| VO | Vanguard Mid-Cap ETF | $0 | 0.00% | 0 | -60 | -100.0% | -$1.75万 | 清仓 |
| LMT | Lockheed Martin Corporation Common Stock | $0 | 0.00% | 0 | -36 | -100.0% | -$1.74万 | 清仓 |
| HRL | Hormel Foods Corporation Common Stock | $0 | 0.00% | 0 | -708 | -100.0% | -$1.70万 | 清仓 |
| VLO | Valero Energy Corporation Common Stock | $0 | 0.00% | 0 | -102 | -100.0% | -$1.66万 | 清仓 |
| ZIM | ZIM Integrated Shipping Services Ltd. Ordinary Shares | $0 | 0.00% | 0 | -726 | -100.0% | -$1.60万 | 清仓 |
| OTEX | Open Text Corporation - Common Shares | $0 | 0.00% | 0 | -480 | -100.0% | -$1.58万 | 清仓 |
| IBIT | iShares Bitcoin Trust | $0 | 0.00% | 0 | -314 | -100.0% | -$1.57万 | 清仓 |
| FSEP | FT Vest U.S. Equity Buffer ETF - September | $0 | 0.00% | 0 | -277 | -100.0% | -$1.44万 | 清仓 |
| OKLO | Oklo Inc. Class A common stock | $0 | 0.00% | 0 | -200 | -100.0% | -$1.44万 | 清仓 |
| FNOV | FT Vest U.S. Equity Buffer ETF - November | $0 | 0.00% | 0 | -261 | -100.0% | -$1.44万 | 清仓 |
| TJX | TJX Companies, Inc. (The) Common Stock | $0 | 0.00% | 0 | -93 | -100.0% | -$1.43万 | 清仓 |
| FAUG | FT Vest U.S. Equity Buffer ETF - August | $0 | 0.00% | 0 | -270 | -100.0% | -$1.43万 | 清仓 |
| FOCT | FT Vest U.S. Equity Buffer ETF - October | $0 | 0.00% | 0 | -292 | -100.0% | -$1.43万 | 清仓 |
| MA | Mastercard Incorporated Common Stock | $0 | 0.00% | 0 | -24 | -100.0% | -$1.37万 | 清仓 |
| PLTR | Palantir Technologies Inc. - Class A Common Stock | $0 | 0.00% | 0 | -75 | -100.0% | -$1.33万 | 清仓 |
| HD | Home Depot, Inc. (The) Common Stock | $0 | 0.00% | 0 | -38 | -100.0% | -$1.31万 | 清仓 |
| MDT | Medtronic plc. Ordinary Shares | $0 | 0.00% | 0 | -125 | -100.0% | -$1.21万 | 清仓 |
| SPYD | State Street SPDR Portfolio S&P 500 High Dividend ETF | $0 | 0.00% | 0 | -274 | -100.0% | -$1.21万 | 清仓 |
| V | Visa Inc. | $0 | 0.00% | 0 | -34 | -100.0% | -$1.19万 | 清仓 |
| VTV | Vanguard Value ETF | $0 | 0.00% | 0 | -62 | -100.0% | -$1.18万 | 清仓 |
| MCK | McKesson Corporation Common Stock | $0 | 0.00% | 0 | -14 | -100.0% | -$1.15万 | 清仓 |
| RTX | RTX Corporation Common Stock | $0 | 0.00% | 0 | -61 | -100.0% | -$1.12万 | 清仓 |
| VWO | Vanguard FTSE Emerging Markets ETF | $0 | 0.00% | 0 | -204 | -100.0% | -$1.10万 | 清仓 |
| BAC | Bank of America Corporation Common Stock | $0 | 0.00% | 0 | -199 | -100.0% | -$1.09万 | 清仓 |
| WFC | Wells Fargo & Company Common Stock | $0 | 0.00% | 0 | -116 | -100.0% | -$1.09万 | 清仓 |
| CAT | Caterpillar, Inc. Common Stock | $0 | 0.00% | 0 | -19 | -100.0% | -$1.09万 | 清仓 |
| AXP | American Express Company Common Stock | $0 | 0.00% | 0 | -29 | -100.0% | -$1.07万 | 清仓 |
| AMD | Advanced Micro Devices, Inc. - Common Stock | $0 | 0.00% | 0 | -49 | -100.0% | -$1.05万 | 清仓 |
| JJSF | J & J Snack Foods Corp. - Common Stock | $0 | 0.00% | 0 | -115 | -100.0% | -$1.05万 | 清仓 |
| AMP | Ameriprise Financial, Inc. Common Stock | $0 | 0.00% | 0 | -21 | -100.0% | -$1.03万 | 清仓 |
| — | ProShares Ultra XRP ETF | $0 | 0.00% | 0 | -1,002 | -100.0% | -$1.00万 | 清仓 |
| GE | GE Aerospace Common Stock | $0 | 0.00% | 0 | -32 | -100.0% | -$9,888 | 清仓 |
| SPYG | State Street SPDR Portfolio S&P 500 Growth ETF | $0 | 0.00% | 0 | -90 | -100.0% | -$9,630 | 清仓 |
| UNH | UnitedHealth Group Incorporated Common Stock (DE) | $0 | 0.00% | 0 | -29 | -100.0% | -$9,599 | 清仓 |
| SNOW | Snowflake Inc. Common Stock | $0 | 0.00% | 0 | -42 | -100.0% | -$9,240 | 清仓 |
| IBM | International Business Machines Corporation Common Stock | $0 | 0.00% | 0 | -31 | -100.0% | -$9,207 | 清仓 |
| — | ProShares Ultra Ether ETF | $0 | 0.00% | 0 | -233 | -100.0% | -$8,854 | 清仓 |
| DFEM | Dimensional Emerging Markets Core Equity 2 ETF | $0 | 0.00% | 0 | -260 | -100.0% | -$8,840 | 清仓 |
| LAD | Lithia Motors, Inc. Common Stock | $0 | 0.00% | 0 | -26 | -100.0% | -$8,658 | 清仓 |
| NFLX | Netflix, Inc. - Common Stock | $0 | 0.00% | 0 | -90 | -100.0% | -$8,460 | 清仓 |
| PM | Philip Morris International Inc Common Stock | $0 | 0.00% | 0 | -48 | -100.0% | -$7,728 | 清仓 |
| MS | Morgan Stanley Common Stock | $0 | 0.00% | 0 | -43 | -100.0% | -$7,654 | 清仓 |
| AMGN | Amgen Inc. - Common Stock | $0 | 0.00% | 0 | -23 | -100.0% | -$7,544 | 清仓 |
| INCY | Incyte Corporation - Common Stock | $0 | 0.00% | 0 | -76 | -100.0% | -$7,524 | 清仓 |
| HLT | Hilton Worldwide Holdings Inc. Common Stock | $0 | 0.00% | 0 | -26 | -100.0% | -$7,488 | 清仓 |
| OGS | ONE Gas, Inc. Common Stock | $0 | 0.00% | 0 | -95 | -100.0% | -$7,410 | 清仓 |
| CVX | Chevron Corporation Common Stock | $0 | 0.00% | 0 | -48 | -100.0% | -$7,344 | 清仓 |
| VRT | Vertiv Holdings, LLC Class A Common Stock | $0 | 0.00% | 0 | -45 | -100.0% | -$7,335 | 清仓 |
| LRCX | Lam Research Corporation - Common Stock | $0 | 0.00% | 0 | -42 | -100.0% | -$7,224 | 清仓 |
| C | Citigroup, Inc. Common Stock | $0 | 0.00% | 0 | -61 | -100.0% | -$7,137 | 清仓 |
| MCD | McDonald's Corporation Common Stock | $0 | 0.00% | 0 | -23 | -100.0% | -$7,038 | 清仓 |
| PH | Parker-Hannifin Corporation Common Stock | $0 | 0.00% | 0 | -8 | -100.0% | -$7,032 | 清仓 |
| TMO | Thermo Fisher Scientific Inc Common Stock | $0 | 0.00% | 0 | -12 | -100.0% | -$6,960 | 清仓 |
| L | Loews Corporation Common Stock | $0 | 0.00% | 0 | -63 | -100.0% | -$6,678 | 清仓 |
| CRM | Salesforce, Inc. Common Stock | $0 | 0.00% | 0 | -25 | -100.0% | -$6,625 | 清仓 |
| ICF | iShares Select U.S. REIT ETF | $0 | 0.00% | 0 | -104 | -100.0% | -$6,240 | 清仓 |
| ISRG | Intuitive Surgical, Inc. - Common Stock | $0 | 0.00% | 0 | -11 | -100.0% | -$6,237 | 清仓 |
| — | ProShares Ultra Solana ETF | $0 | 0.00% | 0 | -415 | -100.0% | -$6,225 | 清仓 |
| HALO | Halozyme Therapeutics, Inc. - Common Stock | $0 | 0.00% | 0 | -90 | -100.0% | -$6,120 | 清仓 |
| CRWD | CrowdStrike Holdings, Inc. - Class A Common Stock | $0 | 0.00% | 0 | -13 | -100.0% | -$6,097 | 清仓 |
| GD | General Dynamics Corporation Common Stock | $0 | 0.00% | 0 | -18 | -100.0% | -$6,066 | 清仓 |
| INTU | Intuit Inc. - Common Stock | $0 | 0.00% | 0 | -9 | -100.0% | -$5,967 | 清仓 |
| GEV | GE Vernova Inc. Common Stock | $0 | 0.00% | 0 | -9 | -100.0% | -$5,886 | 清仓 |
| ADI | Analog Devices, Inc. - Common Stock | $0 | 0.00% | 0 | -21 | -100.0% | -$5,712 | 清仓 |
| NEM | Newmont Corporation | $0 | 0.00% | 0 | -57 | -100.0% | -$5,700 | 清仓 |
| UNP | Union Pacific Corporation Common Stock | $0 | 0.00% | 0 | -24 | -100.0% | -$5,568 | 清仓 |
| BKNG | Booking Holdings Inc. - Common Stock | $0 | 0.00% | 0 | -1 | -100.0% | -$5,356 | 清仓 |
| SCCO | Southern Copper Corporation Common Stock | $0 | 0.00% | 0 | -37 | -100.0% | -$5,328 | 清仓 |
| TOL | Toll Brothers, Inc. Common Stock | $0 | 0.00% | 0 | -39 | -100.0% | -$5,304 | 清仓 |
| SCHW | Charles Schwab Corporation (The) Common Stock | $0 | 0.00% | 0 | -52 | -100.0% | -$5,200 | 清仓 |
| JMIA | Jumia Technologies AG American Depositary Shares, each representing two Ordinary Shares | $0 | 0.00% | 0 | -400 | -100.0% | -$5,200 | 清仓 |
| SRE | DBA Sempra Common Stock | $0 | 0.00% | 0 | -58 | -100.0% | -$5,162 | 清仓 |
| BNY | The Bank of New York Mellon Corporation Common Stock | $0 | 0.00% | 0 | -43 | -100.0% | -$5,031 | 清仓 |
| NEE | NextEra Energy, Inc. Common Stock | $0 | 0.00% | 0 | -61 | -100.0% | -$4,941 | 清仓 |
| HAL | Halliburton Company Common Stock | $0 | 0.00% | 0 | -169 | -100.0% | -$4,901 | 清仓 |
| PFE | Pfizer, Inc. Common Stock | $0 | 0.00% | 0 | -196 | -100.0% | -$4,900 | 清仓 |
| ANET | Arista Networks, Inc. Common Stock | $0 | 0.00% | 0 | -37 | -100.0% | -$4,884 | 清仓 |
| AMAT | Applied Materials, Inc. - Common Stock | $0 | 0.00% | 0 | -19 | -100.0% | -$4,883 | 清仓 |
| KLAC | KLA Corporation - Common Stock | $0 | 0.00% | 0 | -4 | -100.0% | -$4,864 | 清仓 |
| WELL | Welltower Inc. Common Stock | $0 | 0.00% | 0 | -26 | -100.0% | -$4,836 | 清仓 |
| QCOM | QUALCOMM Incorporated - Common Stock | $0 | 0.00% | 0 | -28 | -100.0% | -$4,816 | 清仓 |
| DHR | Danaher Corporation Common Stock | $0 | 0.00% | 0 | -21 | -100.0% | -$4,809 | 清仓 |
| UBER | Uber Technologies, Inc. Common Stock | $0 | 0.00% | 0 | -58 | -100.0% | -$4,756 | 清仓 |
| DKS | Dick's Sporting Goods Inc Common Stock | $0 | 0.00% | 0 | -24 | -100.0% | -$4,752 | 清仓 |
| SPDW | State Street SPDR Portfolio Developed World ex-US ETF | $0 | 0.00% | 0 | -104 | -100.0% | -$4,680 | 清仓 |
| — | Honeywell International Inc. - Common Stock | $0 | 0.00% | 0 | -23 | -100.0% | -$4,508 | 清仓 |
| BND | Vanguard Total Bond Market ETF | $0 | 0.00% | 0 | -60 | -100.0% | -$4,500 | 清仓 |
| DFCF | Dimensional Core Fixed Income ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WMB | Williams Companies, Inc. (The) Common Stock | $0 | 0.00% | 0 | -73 | -100.0% | -$4,453 | 清仓 |