Wealth Science Advisors LLC
ALPHARETTA GA · SEC CIK 0002083087
$2.25亿2026Q2 申报市值
97持仓数
62.6%前十大占比 · 第一大 15.0%
12 / 118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
CGSD 加仓+$685.00万
CGUI 新建仓+$458.74万
MSFT 加仓+$357.99万
META 加仓+$293.87万
CGGR 加仓+$228.56万
2026Q2 卖出最多 按季末市值估算
SPY 清仓-$1,983.30万
MU 减仓-$122.24万
AMAT 减仓-$55.89万
IVV 清仓-$49.18万
TFC 清仓-$44.36万
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 |
|---|---|---|---|---|---|---|---|---|
| CGGR | CAPITAL GROUP GROWTH ETF | $3,378.66万 | 15.02% | 715,819 | 48,423 | 7.3% | $228.56万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $3,374.27万 | 15.00% | 684,713 | 37,591 | 5.8% | $185.25万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $2,832.38万 | 12.59% | 669,120 | 32,728 | 5.1% | $138.54万 | 加仓 |
| VO | VANGUARD INDEX FDS | $996.37万 | 4.43% | 123,665 | -4,035 | -3.2% | -$32.51万 | 减仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $906.39万 | 4.03% | 352,270 | 266,227 | 309.4% | $685.00万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $582.26万 | 2.59% | 29,100 | 6,751 | 30.2% | $135.08万 | 加仓 |
| AVGO | BROADCOM INC | $561.75万 | 2.50% | 14,871 | 2,348 | 18.7% | $88.70万 | 加仓 |
| VB | VANGUARD INDEX FDS | $520.58万 | 2.31% | 17,174 | -96 | -0.6% | -$2.91万 | 减仓 |
| GOOGL | ALPHABET INC | $466.26万 | 2.07% | 13,047 | 680 | 5.5% | $24.30万 | 加仓 |
| CGUI | CAPITAL GRP FIXED INCM ETF T | $458.74万 | 2.04% | 181,463 | 181,463 | — | $458.74万 | 新建仓 |
| MSFT | MICROSOFT CORP | $450.91万 | 2.00% | 12,088 | 9,597 | 385.3% | $357.99万 | 加仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $428.95万 | 1.91% | 130,103 | 36,834 | 39.5% | $121.44万 | 加仓 |
| AMZN | AMAZON COM INC | $412.78万 | 1.83% | 17,319 | 4,998 | 40.6% | $119.12万 | 加仓 |
| AAPL | APPLE INC | $333.05万 | 1.48% | 11,510 | 489 | 4.4% | $14.15万 | 加仓 |
| META | META PLATFORMS INC | $304.46万 | 1.35% | 5,405 | 5,217 | 2,775.0% | $293.87万 | 加仓 |
| EFX | EQUIFAX INC | $260.24万 | 1.16% | 16,396 | -4 | -0.0% | -$635 | 减仓 |
| LLY | ELI LILLY & CO | $259.56万 | 1.15% | 2,164 | -177 | -7.6% | -$21.23万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $259.19万 | 1.15% | 41,968 | 3,186 | 8.2% | $19.68万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $231.38万 | 1.03% | 4,845 | 1,342 | 38.3% | $64.09万 | 加仓 |
| GE | GE AEROSPACE | $211.57万 | 0.94% | 5,661 | 243 | 4.5% | $9.08万 | 加仓 |
| INTC | INTEL CORP | $191.22万 | 0.85% | 13,695 | 8,795 | 179.5% | $122.80万 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $183.60万 | 0.82% | 53,034 | -189 | -0.4% | -$6,543 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $169.10万 | 0.75% | 9,347 | 8,970 | 2,379.3% | $162.28万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $164.54万 | 0.73% | 5,182 | 4,300 | 487.5% | $136.54万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $160.97万 | 0.72% | 22,308 | 21,546 | 2,827.6% | $155.48万 | 加仓 |
| AMAT | APPLIED MATLS INC | $148.14万 | 0.66% | 2,049 | -773 | -27.4% | -$55.89万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $135.61万 | 0.60% | 2,730 | 694 | 34.1% | $34.47万 | 加仓 |
| RTX | RTX CORPORATION | $128.64万 | 0.57% | 6,780 | -1,065 | -13.6% | -$20.21万 | 减仓 |
| SBUX | STARBUCKS CORP | $123.69万 | 0.55% | 12,104 | 9,207 | 317.8% | $94.09万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $120.49万 | 0.54% | 3,681 | 569 | 18.3% | $18.63万 | 加仓 |
| LIN | LINDE PLC | $118.68万 | 0.53% | 2,287 | 2,195 | 2,385.9% | $113.91万 | 加仓 |
| MS | MORGAN STANLEY | $116.29万 | 0.52% | 5,563 | 1,018 | 22.4% | $21.28万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $110.35万 | 0.49% | 956 | -1,059 | -52.6% | -$122.24万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $108.10万 | 0.48% | 14,738 | 14,098 | 2,202.8% | $103.41万 | 加仓 |
| URI | UNITED RENTALS INC | $105.25万 | 0.47% | 929 | 668 | 255.9% | $75.68万 | 加仓 |
| MAC | MACERICH CO | $105.12万 | 0.47% | 41,731 | 41,731 | — | $105.12万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $102.46万 | 0.46% | 1,995 | 1,715 | 612.5% | $88.08万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $102.38万 | 0.46% | 23,018 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $99.11万 | 0.44% | 11,993 | 6,814 | 131.6% | $56.31万 | 加仓 |
| CSCO | CISCO SYS INC | $98.20万 | 0.44% | 8,360 | 8,118 | 3,354.5% | $95.35万 | 加仓 |
| HD | HOME DEPOT INC | $97.30万 | 0.43% | 2,759 | 2,595 | 1,582.3% | $91.52万 | 加仓 |
| IWF | ISHARES TR | $95.66万 | 0.43% | 7,704 | -4 | -0.1% | -$497 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $81.34万 | 0.36% | 1,957 | 775 | 65.6% | $32.21万 | 加仓 |
| ABBV | ABBVIE INC | $81.03万 | 0.36% | 3,220 | 523 | 19.4% | $13.16万 | 加仓 |
| T | AT&T INC | $80.40万 | 0.36% | 38,841 | 18,516 | 91.1% | $38.33万 | 加仓 |
| IWD | ISHARES TR | $77.36万 | 0.34% | 3,191 | -6 | -0.2% | -$1,455 | 减仓 |
| ABT | ABBOTT LABORATORIES | $75.72万 | 0.34% | 8,345 | 6,975 | 509.1% | $63.29万 | 加仓 |
| APH | AMPHENOL CORP | $72.57万 | 0.32% | 4,116 | 558 | 15.7% | $9.84万 | 加仓 |
| ORCL | ORACLE CORP | $71.34万 | 0.32% | 4,868 | 4,242 | 677.6% | $62.17万 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $71.21万 | 0.32% | 18,028 | 10,185 | 129.9% | $40.23万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $68.33万 | 0.30% | 1,929 | 338 | 21.2% | $11.97万 | 加仓 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $67.19万 | 0.30% | 25,466 | 25,466 | — | $67.19万 | 新建仓 |
| NFLX | NETFLIX INC. | $66.82万 | 0.30% | 9,359 | 8,906 | 1,966.0% | $63.59万 | 加仓 |
| GLW | CORNING INC | $65.54万 | 0.29% | 2,566 | 2,566 | — | $65.54万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $65.10万 | 0.29% | 1,301 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $64.34万 | 0.29% | 1,310 | -50 | -3.7% | -$2.46万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $60.61万 | 0.27% | 1,209 | 421 | 53.4% | $21.11万 | 加仓 |
| D | DOMINION ENERGY INC | $57.76万 | 0.26% | 8,458 | 8,458 | — | $57.76万 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP | $56.63万 | 0.25% | 1,800 | 1,800 | — | $56.63万 | 新建仓 |
| PGR | PROGRESSIVE CORP | $55.92万 | 0.25% | 2,560 | 330 | 14.8% | $7.21万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $55.29万 | 0.25% | 1,886 | 1,779 | 1,662.6% | $52.16万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $53.09万 | 0.24% | 21,624 | 21,324 | 7,108.0% | $52.35万 | 加仓 |
| WELL | WELLTOWER INC | $52.57万 | 0.23% | 2,316 | 347 | 17.6% | $7.88万 | 加仓 |
| MO | ALTRIA GROUP INC | $50.45万 | 0.22% | 7,012 | 5,063 | 259.8% | $36.43万 | 加仓 |
| CB | CHUBB LIMITED | $50.02万 | 0.22% | 1,468 | -109 | -6.9% | -$3.71万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $45.89万 | 0.20% | 3,879 | 3,879 | — | $45.89万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $42.18万 | 0.19% | 6,707 | 1,960 | 41.3% | $12.33万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $41.99万 | 0.19% | 1,829 | 1,754 | 2,338.7% | $40.27万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $41.97万 | 0.19% | 1,409 | 1,409 | — | $41.97万 | 新建仓 |
| ANET | ARISTA NETWORKS INC | $38.95万 | 0.17% | 2,293 | 1,655 | 259.4% | $28.12万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $37.86万 | 0.17% | 1,023 | -50 | -4.7% | -$1.85万 | 减仓 |
| CRM | SALESFORCE INC | $37.10万 | 0.16% | 2,368 | 2,218 | 1,478.7% | $34.75万 | 加仓 |
| FTAI | FTAI AVIATION LTD | $35.87万 | 0.16% | 1,326 | 164 | 14.1% | $4.44万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $34.90万 | 0.16% | 1,475 | -103 | -6.5% | -$2.44万 | 减仓 |
| IWP | ISHARES TR | $34.05万 | 0.15% | 2,326 | 0 | 0.0% | — | 不变 |
| SWK | STANLEY BLACK & DECKER INC | $33.08万 | 0.15% | 3,515 | 434 | 14.1% | $4.08万 | 加仓 |
| BA | BOEING CO | $31.78万 | 0.14% | 1,468 | 1,434 | 4,217.6% | $31.04万 | 加仓 |
| TRP | TC ENERGY CORP | $31.28万 | 0.14% | 4,719 | 764 | 19.3% | $5.06万 | 加仓 |
| PEP | PEPSICO INC | $31.07万 | 0.14% | 2,295 | 362 | 18.7% | $4.90万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $30.92万 | 0.14% | 2,447 | -379 | -13.4% | -$4.79万 | 减仓 |
| IR | INGERSOLL RAND INC | $30.62万 | 0.14% | 3,735 | 1,444 | 63.0% | $11.84万 | 加仓 |
| KLAC | KLA CORP | $29.21万 | 0.13% | 968 | 968 | — | $29.21万 | 新建仓 |
| PCG | PG&E CORP | $28.89万 | 0.13% | 17,173 | 4,616 | 36.8% | $7.76万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $28.32万 | 0.13% | 4,897 | 4,707 | 2,477.4% | $27.23万 | 加仓 |
| CNP | CENTERPOINT ENERGY INC | $27.52万 | 0.12% | 6,249 | 6,249 | — | $27.52万 | 新建仓 |
| DHR | DANAHER CORP DEL | $26.53万 | 0.12% | 1,393 | 175 | 14.4% | $3.33万 | 加仓 |
| TSLA | TESLA INC | $26.37万 | 0.12% | 627 | 71 | 12.8% | $2.99万 | 加仓 |
| EXE | EXPAND ENERGY CORPORATION | $25.97万 | 0.12% | 2,848 | -641 | -18.4% | -$5.85万 | 减仓 |
| KKR | KKR & CO INC | $25.85万 | 0.11% | 2,817 | 2,712 | 2,582.9% | $24.89万 | 加仓 |
| IWS | ISHARES TR | $25.58万 | 0.11% | 1,554 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $25.13万 | 0.11% | 1,516 | 1,498 | 8,322.2% | $24.83万 | 加仓 |
| UNP | UNION PAC CORP | $24.92万 | 0.11% | 916 | 916 | — | $24.92万 | 新建仓 |
| MCD | MCDONALDS CORP | $24.38万 | 0.11% | 902 | 646 | 252.3% | $17.46万 | 加仓 |
| QQQ | INVESCO QQQ TR | $22.24万 | 0.10% | 302 | 300 | 15,000.0% | $22.09万 | 加仓 |
| SHOP | SHOPIFY INC | $21.75万 | 0.10% | 1,905 | 207 | 12.2% | $2.36万 | 加仓 |
| SO | SOUTHERN CO | $20.53万 | 0.09% | 2,145 | 2,054 | 2,257.1% | $19.66万 | 加仓 |
| IP | INTERNATIONAL PAPER CO | $20.04万 | 0.09% | 5,260 | 5,260 | — | $20.04万 | 新建仓 |
| SPY | SPDR S&P 500 ETF TR | $0 | 0.00% | 0 | -29,084 | -100.0% | -$1,983.30万 | 清仓 |
| IVV | ISHARES TR | $0 | 0.00% | 0 | -718 | -100.0% | -$49.18万 | 清仓 |
| TFC | TRUIST FINL CORP | $0 | 0.00% | 0 | -9,015 | -100.0% | -$44.36万 | 清仓 |