13F 机构持仓

Wealth Science Advisors LLC

ALPHARETTA GA · SEC CIK 0002083087

2026Q22026Q1 更早 9 个季度 🔒
$1.78亿2026Q1 申报市值
203持仓数
72.8%前十大占比 · 第一大 16.7%
132 / 0新建仓 / 清仓
申报市值走势$2.25亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

CGGR 16.7%
CGDV 15.9%
CGGO 12.4%
SPY 11.2%
VO 5.2%
VB 2.5%
AVGO 2.4%
NVDA 2.3%
GOOGL 2.2%
EFX 2.0%

2026Q1 买入最多 按季末市值估算

HAL 新建仓+$19.01万
IR 新建仓+$18.15万
INTC 新建仓+$18.08万
ABT 新建仓+$17.16万
VWO 新建仓+$16.38万

2026Q1 卖出最多 按季末市值估算

本季没有卖出

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
CGGR CAPITAL GROUP GROWTH ETF $2,967.91万16.70%667,396 00.0% — 不变
CGDV CAPITAL GROUP DIVIDEND VALUE $2,824.04万15.89%647,122 00.0% — 不变
CGGO CAPITAL GROUP GBL GROWTH EQT $2,205.10万12.41%636,392 00.0% — 不变
SPY SPDR S&P 500 ETF TR $1,983.30万11.16%29,084 00.0% — 不变
VO VANGUARD INDEX FDS $926.53万5.21%31,925 00.0% — 不变
VB VANGUARD INDEX FDS $445.49万2.51%17,270 00.0% — 不变
AVGO BROADCOM INC $433.42万2.44%12,523 00.0% — 不变
NVDA NVIDIA CORPORATION $416.81万2.35%22,349 00.0% — 不变
GOOGL ALPHABET INC $387.09万2.18%12,367 00.0% — 不变
EFX EQUIFAX INC $355.85万2.00%16,400 00.0% — 不变
AAPL APPLE INC $299.62万1.69%11,021 00.0% — 不变
AMZN AMAZON COM INC $284.39万1.60%12,321 00.0% — 不变
CGMM CAPITAL GROUP EQUITY ETF TR $268.99万1.51%93,269 00.0% — 不变
LLY ELI LILLY & CO $251.58万1.42%2,341 00.0% — 不变
CGSD CAPITAL GRP FIXED INCM ETF T $223.80万1.26%86,043 00.0% — 不变
BTI BRITISH AMERN TOB PLC $219.58万1.24%38,782 00.0% — 不变
GE GE AEROSPACE $166.89万0.94%5,418 00.0% — 不变
CGXU CAPITAL GROUP INTL FOCUS EQT $157.27万0.88%53,223 00.0% — 不变
RTX RTX CORPORATION $143.88万0.81%7,845 00.0% — 不变
MSFT MICROSOFT CORP $120.47万0.68%2,491 00.0% — 不变
TSM TAIWAN SEMICONDUCTOR MFG LTD $106.45万0.60%3,503 00.0% — 不变
JPM JPMORGAN CHASE & CO. $100.27万0.56%3,112 00.0% — 不变
CGUS CAPITAL GROUP CORE EQUITY ET $92.60万0.52%23,018 00.0% — 不变
VRTX VERTEX PHARMACEUTICALS INC $92.30万0.52%2,036 00.0% — 不变
IWF ISHARES TR $91.20万0.51%1,927 00.0% — 不变
MS MORGAN STANLEY $80.69万0.45%4,545 00.0% — 不变
AMAT APPLIED MATLS INC $72.52万0.41%2,822 00.0% — 不变
IWD ISHARES TR $67.25万0.38%3,197 00.0% — 不变
BRK/B BERKSHIRE HATHAWAY INC DEL $65.39万0.37%1,301 00.0% — 不变
ABBV ABBVIE INC $61.62万0.35%2,697 00.0% — 不变
MU MICRON TECHNOLOGY INC $57.51万0.32%2,015 00.0% — 不变
GD GENERAL DYNAMICS CORP $53.56万0.30%1,591 00.0% — 不变
TT TRANE TECHNOLOGIES PLC $52.93万0.30%1,360 00.0% — 不变
PGR PROGRESSIVE CORP $50.78万0.29%2,230 00.0% — 不变
T AT&T INC $50.49万0.28%20,325 00.0% — 不变
CB CHUBB LIMITED $49.22万0.28%1,577 00.0% — 不变
IVV ISHARES TR $49.18万0.28%718 00.0% — 不变
WFC WELLS FARGO CO NEW $48.27万0.27%5,179 00.0% — 不变
APH AMPHENOL CORP NEW $48.08万0.27%3,558 00.0% — 不变
TMO THERMO FISHER SCIENTIFIC INC $45.66万0.26%788 00.0% — 不变
TFC TRUIST FINL CORP $44.36万0.25%9,015 00.0% — 不变
AXP AMERICAN EXPRESS CO $44.10万0.25%1,192 00.0% — 不变
UNH UNITEDHEALTH GROUP INC $39.02万0.22%1,182 00.0% — 不变
COF CAPITAL ONE FINL CORP $38.85万0.22%1,603 00.0% — 不变
EXE EXPAND ENERGY CORPORATION $38.50万0.22%3,489 00.0% — 不变
CVE CENOVUS ENERGY INC $37.16万0.21%21,962 00.0% — 不变
WELL WELLTOWER INC $36.55万0.21%1,969 00.0% — 不变
GEHC GE HEALTHCARE TECHNOLOGIES I $36.01万0.20%4,390 00.0% — 不变
VTI VANGUARD INDEX FDS $35.97万0.20%1,073 00.0% — 不变
BKR BAKER HUGHES COMPANY $34.90万0.20%7,663 00.0% — 不变
GILD GILEAD SCIENCES INC $34.69万0.20%2,826 00.0% — 不变
VIG VANGUARD SPECIALIZED FUNDS $34.68万0.20%1,578 00.0% — 不变
IWP ISHARES TR $31.85万0.18%2,326 00.0% — 不变
KMB KIMBERLY-CLARK CORP $29.79万0.17%2,953 00.0% — 不变
DHR DANAHER CORPORATION $27.88万0.16%1,218 00.0% — 不变
PEP PEPSICO INC $27.74万0.16%1,933 00.0% — 不变
SHOP SHOPIFY INC $27.33万0.15%1,698 00.0% — 不变
CNQ CANADIAN NAT RES LTD $26.55万0.15%7,843 00.0% — 不变
TSLA TESLA INC $25.00万0.14%556 00.0% — 不变
RCL ROYAL CARIBBEAN GROUP $24.60万0.14%882 00.0% — 不变
SBUX STARBUCKS CORP $24.40万0.14%2,897 00.0% — 不变
FCX FREEPORT-MCMORAN INC $24.11万0.14%4,747 00.0% — 不变
EIX EDISON INTL $23.63万0.13%3,937 00.0% — 不变
SWK STANLEY BLACK & DECKER INC $22.89万0.13%3,081 00.0% — 不变
FTAI FTAI AVIATION LTD $22.87万0.13%1,162 00.0% — 不变
IWS ISHARES TR $21.92万0.12%1,554 00.0% — 不变
TRP TC ENERGY CORP $21.76万0.12%3,955 00.0% — 不变
URI UNITED RENTALS INC $21.12万0.12%261 00.0% — 不变
AIG AMERICAN INTL GROUP INC $21.06万0.12%2,462 00.0% — 不变
FIS FIDELITY NATL INFORMATION SV $20.56万0.12%3,094 00.0% — 不变
PCG PG&E CORP $20.18万0.11%12,557 00.0% — 不变
HAL HALLIBURTON CO $19.01万0.11%6,727 6,727— $19.01万 新建仓
IR INGERSOLL RAND INC $18.15万0.10%2,291 2,291— $18.15万 新建仓
INTC INTEL CORP $18.08万0.10%4,900 4,900— $18.08万 新建仓
ABT ABBOTT LABS $17.16万0.10%1,370 1,370— $17.16万 新建仓
VWO VANGUARD INTL EQUITY INDEX F $16.38万0.09%3,046 3,046— $16.38万 新建仓
MA MASTERCARD INCORPORATED $15.98万0.09%280 280— $15.98万 新建仓
ALNY ALNYLAM PHARMACEUTICALS INC $15.75万0.09%396 396— $15.75万 新建仓
CEG CONSTELLATION ENERGY CORP $13.99万0.08%396 396— $13.99万 新建仓
WMT WALMART INC $13.70万0.08%1,230 1,230— $13.70万 新建仓
CLX CLOROX CO DEL $12.58万0.07%1,248 1,248— $12.58万 新建仓
META META PLATFORMS INC $12.41万0.07%188 188— $12.41万 新建仓
ORCL ORACLE CORP $12.20万0.07%626 626— $12.20万 新建仓
VOE VANGUARD INDEX FDS $11.76万0.07%663 663— $11.76万 新建仓
MO ALTRIA GROUP INC $11.24万0.06%1,949 1,949— $11.24万 新建仓
COST COSTCO WHSL CORP NEW $9.66万0.05%112 112— $9.66万 新建仓
BAC BANK AMERICA CORP $8.93万0.05%1,623 1,623— $8.93万 新建仓
HCA HCA HEALTHCARE INC $8.50万0.05%182 182— $8.50万 新建仓
ANET ARISTA NETWORKS INC $8.36万0.05%638 638— $8.36万 新建仓
CTAS CINTAS CORP $8.28万0.05%440 440— $8.28万 新建仓
PWR QUANTA SVCS INC $8.02万0.05%190 190— $8.02万 新建仓
MCD MCDONALDS CORP $7.82万0.04%256 256— $7.82万 新建仓
TMUS T-MOBILE US INC $6.50万0.04%320 320— $6.50万 新建仓
UBER UBER TECHNOLOGIES INC $6.23万0.04%762 762— $6.23万 新建仓
PM PHILIP MORRIS INTL INC $6.05万0.03%377 377— $6.05万 新建仓
HD HOME DEPOT INC $5.64万0.03%164 164— $5.64万 新建仓
TJX TJX COS INC NEW $5.53万0.03%360 360— $5.53万 新建仓
NXPI NXP SEMICONDUCTORS N V $5.43万0.03%250 250— $5.43万 新建仓
ETR ENTERGY CORP NEW $5.36万0.03%580 580— $5.36万 新建仓
IRT INDEPENDENCE RLTY TR INC $4.98万0.03%2,850 2,850— $4.98万 新建仓