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 |
|---|---|---|---|---|---|---|---|---|
| SGOV | ISHARES TR | $1,027.52万 | 6.99% | 102,068 | -6,563 | -6.0% | -$66.07万 | 减仓 |
| SFLR | INNOVATOR ETFS TRUST | $923.26万 | 6.28% | 239,310 | -3,669 | -1.5% | -$14.16万 | 减仓 |
| DJUL | FIRST TR EXCHNG TRADED FD VI | $523.76万 | 3.56% | 104,449 | -3,518 | -3.3% | -$17.64万 | 减仓 |
| DSEP | FIRST TR EXCHNG TRADED FD VI | $521.48万 | 3.55% | 109,924 | -3,719 | -3.3% | -$17.64万 | 减仓 |
| DOCT | FIRST TR EXCHNG TRADED FD VI | $511.60万 | 3.48% | 109,598 | -3,662 | -3.2% | -$17.09万 | 减仓 |
| DNOV | FIRST TR EXCHNG TRADED FD VI | $492.30万 | 3.35% | 95,872 | -3,219 | -3.2% | -$16.53万 | 减仓 |
| BALT | INNOVATOR ETFS TRUST | $452.34万 | 3.08% | 131,994 | -4,202 | -3.1% | -$14.40万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $378.50万 | 2.57% | 115,463 | -1,503 | -1.3% | -$4.93万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $364.31万 | 2.48% | 3,156 | -245 | -7.2% | -$28.28万 | 减仓 |
| QFLR | INNOVATOR ETFS TRUST | $357.83万 | 2.43% | 98,090 | -1,012 | -1.0% | -$3.69万 | 减仓 |
| FLEX | FLEX LTD | $236.71万 | 1.61% | 14,605 | -975 | -6.3% | -$15.80万 | 减仓 |
| VTES | VANGUARD WELLINGTON FD | $215.32万 | 1.46% | 21,254 | 5,008 | 30.8% | $50.74万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $185.20万 | 1.26% | 34,910 | 536 | 1.6% | $2.84万 | 加仓 |
| — | EXXON MOBIL CORP | $168.25万 | 1.14% | 12,306 | 5 | 0.0% | $684 | 加仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $163.87万 | 1.11% | 27,629 | 2,472 | 9.8% | $14.66万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $146.42万 | 1.00% | 4,294 | -222 | -4.9% | -$7.57万 | 减仓 |
| GPIX | GOLDMAN SACHS ETF TR | $137.96万 | 0.94% | 24,827 | 3,145 | 14.5% | $17.48万 | 加仓 |
| — | CREDIT SUISSE NASSAU BRANC | $132.04万 | 0.90% | 9,395 | 1,332 | 16.5% | $18.72万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $127.30万 | 0.87% | 47,814 | 2,859 | 6.4% | $7.61万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $125.02万 | 0.85% | 4,923 | -184 | -3.6% | -$4.67万 | 减仓 |
| SDVD | FIRST TR EXCHANGE-TRADED FD | $124.60万 | 0.85% | 53,962 | 6,792 | 14.4% | $15.68万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $123.78万 | 0.84% | 895 | -52 | -5.5% | -$7.19万 | 减仓 |
| MO | ALTRIA GROUP INC | $123.42万 | 0.84% | 17,154 | -523 | -3.0% | -$3.76万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $121.17万 | 0.82% | 24,164 | 1,583 | 7.0% | $7.94万 | 加仓 |
| CF | CF INDUSTRIES HOLD | $121.09万 | 0.82% | 11,185 | -665 | -5.6% | -$7.20万 | 减仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $121.03万 | 0.82% | 41,167 | 6,717 | 19.5% | $19.75万 | 加仓 |
| GOOGL | ALPHABET INC | $117.30万 | 0.80% | 3,282 | -73 | -2.2% | -$2.61万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $116.45万 | 0.79% | 5,820 | 116 | 2.0% | $2.32万 | 加仓 |
| MRK | MERCK & CO INC | $115.77万 | 0.79% | 9,010 | -365 | -3.9% | -$4.69万 | 减仓 |
| SNA | SNAP ON INC | $115.09万 | 0.78% | 2,860 | -96 | -3.2% | -$3.86万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $113.12万 | 0.77% | 1,647 | 730 | 79.6% | $50.14万 | 加仓 |
| USB | US BANCORP | $111.81万 | 0.76% | 18,511 | -512 | -2.7% | -$3.09万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $109.80万 | 0.75% | 40,298 | 2,283 | 6.0% | $6.22万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $108.69万 | 0.74% | 39,593 | 2,472 | 6.7% | $6.79万 | 加仓 |
| TSLA | TESLA INC | $108.00万 | 0.73% | 2,568 | 1,020 | 65.9% | $42.90万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $106.43万 | 0.72% | 8,424 | -187 | -2.2% | -$2.36万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $104.97万 | 0.71% | 11,449 | -401 | -3.4% | -$3.68万 | 减仓 |
| EOG | EOG RES INC | $104.84万 | 0.71% | 8,081 | -447 | -5.2% | -$5.80万 | 减仓 |
| EXEL | EXELIXIS INC | $104.00万 | 0.71% | 19,115 | -585 | -3.0% | -$3.18万 | 减仓 |
| AVGO | BROADCOM INC | $102.95万 | 0.70% | 2,725 | -51 | -1.8% | -$1.93万 | 减仓 |
| PHM | PULTE GROUP INC | $98.15万 | 0.67% | 7,153 | -214 | -2.9% | -$2.94万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $97.35万 | 0.66% | 8,563 | -333 | -3.7% | -$3.79万 | 减仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $97.07万 | 0.66% | 5,759 | -191 | -3.2% | -$3.22万 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $96.95万 | 0.66% | 3,995 | -164 | -3.9% | -$3.98万 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $96.25万 | 0.65% | 1,776 | -48 | -2.6% | -$2.60万 | 减仓 |
| RL | RALPH LAUREN CORP | $95.11万 | 0.65% | 2,369 | -56 | -2.3% | -$2.25万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $94.89万 | 0.65% | 22,412 | -1,460 | -6.1% | -$6.18万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $93.89万 | 0.64% | 8,553 | -317 | -3.6% | -$3.48万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $93.71万 | 0.64% | 3,465 | -102 | -2.9% | -$2.76万 | 减仓 |
| AGGH | SIMPLIFY EXCHANGE TRADED FUN | $90.37万 | 0.61% | 44,805 | 18,883 | 72.8% | $38.09万 | 加仓 |
| KHC | KRAFT HEINZ CO | $89.38万 | 0.61% | 37,841 | -1,032 | -2.7% | -$2.44万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $89.05万 | 0.61% | 6,072 | -205 | -3.3% | -$3.01万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $88.68万 | 0.60% | 17,126 | 1,601 | 10.3% | $8.29万 | 加仓 |
| DECK | DECKERS OUTDOOR CORP | $88.11万 | 0.60% | 8,874 | -255 | -2.8% | -$2.53万 | 减仓 |
| — | TIDAL TRUST II | $87.55万 | 0.60% | 108,356 | 1,538 | 1.4% | $1.24万 | 加仓 |
| FOXA | FOX CORP | $84.41万 | 0.57% | 16,184 | -584 | -3.5% | -$3.05万 | 减仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $83.56万 | 0.57% | 33,953 | -981 | -2.8% | -$2.41万 | 减仓 |
| ZM | ZOOM COMMUNICATIONS INC | $83.44万 | 0.57% | 9,668 | -400 | -4.0% | -$3.45万 | 减仓 |
| BUCK | SIMPLIFY EXCHANGE TRADED FUN | $83.16万 | 0.57% | 35,506 | 23,945 | 207.1% | $56.08万 | 加仓 |
| THC | TENET HEALTHCARE CORP | $81.81万 | 0.56% | 4,373 | -76 | -1.7% | -$1.42万 | 减仓 |
| VICI | VICI PPTYS INC | $81.78万 | 0.56% | 30,803 | -1,321 | -4.1% | -$3.51万 | 减仓 |
| PEP | PEPSICO INC | $80.66万 | 0.55% | 5,957 | -185 | -3.0% | -$2.51万 | 减仓 |
| AVY | AVERY DENNISON CORP | $79.23万 | 0.54% | 4,880 | -241 | -4.7% | -$3.91万 | 减仓 |
| CME | CME GROUP INC | $79.16万 | 0.54% | 3,584 | -258 | -6.7% | -$5.70万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $78.22万 | 0.53% | 31,863 | -1,488 | -4.5% | -$3.65万 | 减仓 |
| HIMS | HIMS & HERS HEALTH INC | $77.00万 | 0.52% | 22,210 | -469 | -2.1% | -$1.63万 | 减仓 |
| APP | APPLOVIN CORP | $76.14万 | 0.52% | 1,478 | -22 | -1.5% | -$1.13万 | 减仓 |
| — | CALAMOS ETF TR | $74.27万 | 0.51% | 27,663 | 10,098 | 57.5% | $27.11万 | 加仓 |
| CAG | CONAGRA BRANDS INC | $73.84万 | 0.50% | 54,859 | 136 | 0.2% | $1,831 | 加仓 |
| CAIE | CALAMOS ETF TR | $73.09万 | 0.50% | 26,860 | 10,182 | 61.1% | $27.71万 | 加仓 |
| MSFT | MICROSOFT CORP | $72.03万 | 0.49% | 1,931 | -23 | -1.2% | -$8,579 | 减仓 |
| GIS | GENERAL MILLS INC | $68.86万 | 0.47% | 19,786 | 205 | 1.0% | $7,134 | 加仓 |
| — | INNOVATOR ETFS TRUST | $67.99万 | 0.46% | 26,714 | 10,187 | 61.6% | $25.93万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $66.67万 | 0.45% | 28,805 | 10,928 | 61.1% | $25.29万 | 加仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $65.52万 | 0.45% | 33,967 | -1,881 | -5.2% | -$3.63万 | 减仓 |
| MMSI | MERIT MED SYS INC | $65.09万 | 0.44% | 9,388 | -490 | -5.0% | -$3.40万 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $63.73万 | 0.43% | 51,309 | 18,819 | 57.9% | $23.37万 | 加仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $62.14万 | 0.42% | 12,305 | 4,461 | 56.9% | $22.53万 | 加仓 |
| IDV | ISHARES TR | $61.84万 | 0.42% | 14,925 | -750 | -4.8% | -$3.11万 | 减仓 |
| PINS | PINTEREST INC | $60.37万 | 0.41% | 28,706 | -323 | -1.1% | -$6,793 | 减仓 |
| ABT | ABBOTT LABORATORIES | $55.83万 | 0.38% | 6,153 | 137 | 2.3% | $1.24万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $55.54万 | 0.38% | 15,203 | 1,595 | 11.7% | $5.83万 | 加仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $55.09万 | 0.37% | 3,874 | 67 | 1.8% | $9,529 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $53.70万 | 0.37% | 7,537 | 2,839 | 60.4% | $20.23万 | 加仓 |
| DMAY | FIRST TR EXCHNG TRADED FD VI | $53.27万 | 0.36% | 11,305 | -72 | -0.6% | -$3,393 | 减仓 |
| DVYE | ISHARES INC | $50.90万 | 0.35% | 15,793 | -856 | -5.1% | -$2.76万 | 减仓 |
| SCZ | ISHARES TR | $50.82万 | 0.35% | 6,177 | 609 | 10.9% | $5.01万 | 加仓 |
| IJR | ISHARES TR | $50.62万 | 0.34% | 3,413 | 1,434 | 72.5% | $21.27万 | 加仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $50.05万 | 0.34% | 12,746 | 1,321 | 11.6% | $5.19万 | 加仓 |
| BUFS | FIRST TR EXCHNG TRADED FD VI | $49.37万 | 0.34% | 19,676 | 2,341 | 13.5% | $5.87万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $48.77万 | 0.33% | 7,334 | 2,490 | 51.4% | $16.56万 | 加仓 |
| CHWY | CHEWY INC | $48.25万 | 0.33% | 24,555 | 225 | 0.9% | $4,421 | 加仓 |
| BUFY | FIRST TR EXCHNG TRADED FD VI | $47.85万 | 0.33% | 20,443 | 2,476 | 13.8% | $5.80万 | 加仓 |
| PODD | INSULET CORP | $43.50万 | 0.30% | 2,857 | -84 | -2.9% | -$1.28万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $43.26万 | 0.29% | 1,169 | 655 | 127.4% | $24.24万 | 重新持有 |
| ACN | ACCENTURE PLC IRELAND | $42.92万 | 0.29% | 3,449 | -64 | -1.8% | -$7,964 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $42.16万 | 0.29% | 5,146 | 1,739 | 51.0% | $14.25万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $41.91万 | 0.28% | 9,928 | 9,824 | 9,446.2% | $41.47万 | 重新持有 |
| QSPT | FIRST TR EXCHNG TRADED FD VI | $37.01万 | 0.25% | 10,624 | -240 | -2.2% | -$8,362 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $36.86万 | 0.25% | 7,289 | 7,289 | — | $36.86万 | 新建仓 |