American Wealth Advisors, LLC
JOHNS CREEK GA · SEC CIK 0002095589
$9,596.16万2026Q1 申报市值
41持仓数
78.1%前十大占比 · 第一大 25.6%
0 / 92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
DVY 加仓+$69.68万
IVE 加仓+$17.57万
VTI 加仓+$16.07万
SHYG 加仓+$8.09万
META 加仓+$7.09万
2026Q1 卖出最多 按季末市值估算
IVV 减仓-$74.79万
IVW 减仓-$36.83万
MSFT 清仓-$25.39万
USMV 清仓-$19.75万
STIP 减仓-$16.27万
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 |
|---|---|---|---|---|---|---|---|---|
| IJK | ISHARES TR | $39.62万 | 0.41% | 3,938 | 4 | 0.1% | $402 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $40.25万 | 0.42% | 840 | 0 | 0.0% | — | 不变 |
| ICF | ISHARES TR | $40.40万 | 0.42% | 6,527 | -482 | -6.9% | -$2.98万 | 减仓 |
| IWS | ISHARES TR | $43.38万 | 0.45% | 2,976 | -99 | -3.2% | -$1.44万 | 减仓 |
| DGRO | ISHARES TR | $43.76万 | 0.46% | 6,235 | -844 | -11.9% | -$5.92万 | 减仓 |
| QQQ | INVESCO QQQ TR | $44.02万 | 0.46% | 763 | 1 | 0.1% | $577 | 加仓 |
| HYG | ISHARES TR | $46.09万 | 0.48% | 5,794 | -162 | -2.7% | -$1.29万 | 减仓 |
| AAPL | APPLE INC | $46.72万 | 0.49% | 1,841 | 2 | 0.1% | $508 | 加仓 |
| CSCO | CISCO SYS INC | $49.08万 | 0.51% | 6,325 | 3 | 0.0% | $233 | 加仓 |
| EFA | ISHARES TR | $53.15万 | 0.55% | 5,473 | 420 | 8.3% | $4.08万 | 加仓 |
| FLOT | ISHARES TR | $54.03万 | 0.56% | 10,604 | -960 | -8.3% | -$4.89万 | 减仓 |
| TJX | TJX COS INC NEW | $57.49万 | 0.60% | 3,600 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES TR | $60.61万 | 0.63% | 4,574 | 15 | 0.3% | $1,988 | 加仓 |
| IWN | ISHARES TR | $64.65万 | 0.67% | 3,410 | 9 | 0.3% | $1,706 | 加仓 |
| IYR | ISHARES TR | $65.31万 | 0.68% | 6,906 | 1 | 0.0% | $95 | 加仓 |
| IWO | ISHARES TR | $67.38万 | 0.70% | 2,147 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $75.13万 | 0.78% | 4,428 | 1 | 0.0% | $170 | 加仓 |
| HDV | ISHARES TR | $83.75万 | 0.87% | 6,170 | 13 | 0.2% | $1,764 | 加仓 |
| IWR | ISHARES TR | $95.29万 | 0.99% | 9,800 | 186 | 1.9% | $1.81万 | 加仓 |
| SUB | ISHARES TR | $105.96万 | 1.10% | 9,949 | -16 | -0.2% | -$1,704 | 减仓 |
| IJH | ISHARES TR | $161.16万 | 1.68% | 23,866 | -489 | -2.0% | -$3.30万 | 减仓 |
| IWP | ISHARES TR | $166.34万 | 1.73% | 12,983 | -479 | -3.6% | -$6.14万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $187.77万 | 1.96% | 4,054 | -11 | -0.3% | -$5,095 | 减仓 |
| IGE | ISHARES TR | $201.35万 | 2.10% | 31,990 | -371 | -1.1% | -$2.34万 | 减仓 |
| SLQD | ISHARES TR | $213.13万 | 2.22% | 42,212 | -71 | -0.2% | -$3,585 | 减仓 |
| IWM | ISHARES TR | $234.03万 | 2.44% | 9,437 | 17 | 0.2% | $4,216 | 加仓 |
| DVY | ISHARES TR | $273.38万 | 2.85% | 18,056 | 4,602 | 34.2% | $69.68万 | 加仓 |
| SHYG | ISHARES TR | $356.23万 | 3.71% | 84,194 | 1,911 | 2.3% | $8.09万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $373.42万 | 3.89% | 11,640 | 501 | 4.5% | $16.07万 | 加仓 |
| STIP | ISHARES TR | $376.30万 | 3.92% | 36,382 | -1,573 | -4.1% | -$16.27万 | 减仓 |
| SHY | ISHARES TR | $612.52万 | 6.38% | 74,182 | -1,036 | -1.4% | -$8.55万 | 减仓 |
| IVE | ISHARES TR | $1,202.55万 | 12.53% | 56,953 | 832 | 1.5% | $17.57万 | 加仓 |
| IVW | ISHARES TR | $1,399.37万 | 14.58% | 123,717 | -3,256 | -2.6% | -$36.83万 | 减仓 |
| IVV | ISHARES TR | $2,456.95万 | 25.60% | 37,613 | -1,145 | -3.0% | -$74.79万 | 减仓 |