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 |
|---|---|---|---|---|---|---|---|---|
| META | META PLATFORMS INC | $304.46万 | 1.35% | 5,405 | 5,217 | 2,775.0% | $293.87万 | 加仓 |
| AAPL | APPLE INC | $333.05万 | 1.48% | 11,510 | 489 | 4.4% | $14.15万 | 加仓 |
| AMZN | AMAZON COM INC | $412.78万 | 1.83% | 17,319 | 4,998 | 40.6% | $119.12万 | 加仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $428.95万 | 1.91% | 130,103 | 36,834 | 39.5% | $121.44万 | 加仓 |
| MSFT | MICROSOFT CORP | $450.91万 | 2.00% | 12,088 | 9,597 | 385.3% | $357.99万 | 加仓 |
| CGUI | CAPITAL GRP FIXED INCM ETF T | $458.74万 | 2.04% | 181,463 | 181,463 | — | $458.74万 | 新建仓 |
| GOOGL | ALPHABET INC | $466.26万 | 2.07% | 13,047 | 680 | 5.5% | $24.30万 | 加仓 |
| VB | VANGUARD INDEX FDS | $520.58万 | 2.31% | 17,174 | -96 | -0.6% | -$2.91万 | 减仓 |
| AVGO | BROADCOM INC | $561.75万 | 2.50% | 14,871 | 2,348 | 18.7% | $88.70万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $582.26万 | 2.59% | 29,100 | 6,751 | 30.2% | $135.08万 | 加仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $906.39万 | 4.03% | 352,270 | 266,227 | 309.4% | $685.00万 | 加仓 |
| VO | VANGUARD INDEX FDS | $996.37万 | 4.43% | 123,665 | -4,035 | -3.2% | -$32.51万 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $2,832.38万 | 12.59% | 669,120 | 32,728 | 5.1% | $138.54万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $3,374.27万 | 15.00% | 684,713 | 37,591 | 5.8% | $185.25万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $3,378.66万 | 15.02% | 715,819 | 48,423 | 7.3% | $228.56万 | 加仓 |