13F 机构持仓

American Wealth Advisors, LLC

JOHNS CREEK GA · SEC CIK 0002095589

2026Q22026Q1 更早 9 个季度 🔒
$1.07亿2026Q2 申报市值
42持仓数
78.4%前十大占比 · 第一大 26.3%
0 / 0新建仓 / 清仓
申报市值走势$1.07亿2026Q2
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

IVV 26.3%
IVW 16.0%
IVE 12.1%
SHY 5.6%
VTI 4.1%
STIP 3.5%
SHYG 3.4%
DVY 2.8%
IWM 2.6%
SLQD 2.0%

2026Q2 买入最多 按季末市值估算

DVY 加仓+$13.27万
SHYG 加仓+$5.38万
VTI 加仓+$2.52万
IWR 加仓+$1.45万
SLQD 加仓+$1.29万

2026Q2 卖出最多 按季末市值估算

IVV 减仓-$13.33万
SHY 减仓-$8.83万
IYR 减仓-$3.59万
IJJ 减仓-$2.16万
IWM 减仓-$2.04万

2026Q2 持仓明细 点表头排序

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 $24.98万0.23%443 00.0% — 不变
TIP ISHARES TR $26.46万0.25%2,418 401.7% $4,377 加仓
JNJ JOHNSON & JOHNSON $27.58万0.26%1,086 10.1% $254 加仓
IJR ISHARES TR $33.28万0.31%2,244 -37-1.6% -$5,488 减仓
EFAV ISHARES TR $33.49万0.31%3,818 -139-3.5% -$1.22万 减仓
QUAL ISHARES TR $35.88万0.34%1,635 30.2% $658 加仓
AMZN AMAZON COM INC $36.23万0.34%1,520 00.0% — 不变
BRK/B BERKSHIRE HATHAWAY INC DEL $42.03万0.39%840 00.0% — 不变
ICF ISHARES TR $43.28万0.41%6,399 -128-2.0% -$8,656 减仓
INTC INTEL CORP $44.95万0.42%3,219 00.0% — 重新持有
IJK ISHARES TR $45.85万0.43%3,902 -36-0.9% -$4,230 减仓
HYG ISHARES TR $47.04万0.44%5,882 881.5% $7,038 加仓
DGRO ISHARES TR $47.46万0.45%6,263 280.4% $2,122 加仓
IWS ISHARES TR $48.73万0.46%2,960 -16-0.5% -$2,634 减仓
AAPL APPLE INC $53.32万0.50%1,843 20.1% $579 加仓
TJX TJX COS INC NEW $54.54万0.51%3,600 00.0% — 不变
FLOT ISHARES TR $54.70万0.51%10,716 1121.1% $5,717 加仓
QQQ INVESCO QQQ TR $56.17万0.53%763 00.0% — 不变
EFA ISHARES TR $57.12万0.54%5,499 260.5% $2,701 加仓
— EXXON MOBIL CORP $60.57万0.57%4,430 20.0% $273 加仓
IJJ ISHARES TR $65.42万0.61%4,428 -146-3.2% -$2.16万 减仓
IYR ISHARES TR $67.03万0.63%6,555 -351-5.1% -$3.59万 减仓
CSCO CISCO SYS INC $72.51万0.68%6,173 -152-2.4% -$1.79万 减仓
IWN ISHARES TR $75.28万0.71%3,403 -7-0.2% -$1,549 减仓
IWO ISHARES TR $84.59万0.79%2,147 00.0% — 不变
HDV ISHARES TR $85.09万0.80%31,044 1940.6% $5,317 加仓
SUB ISHARES TR $105.96万0.99%9,952 30.0% $319 加仓
IWR ISHARES TR $109.56万1.03%9,931 1311.3% $1.45万 加仓
IGE ISHARES TR $178.67万1.68%31,803 -187-0.6% -$1.05万 减仓
IJH ISHARES TR $183.37万1.72%23,781 -85-0.4% -$6,554 减仓
IWP ISHARES TR $190.00万1.78%12,977 -6-0.0% -$878 减仓
DIA STATE STR SPDR DOW JONES IND $212.37万1.99%4,065 110.3% $5,747 加仓
SLQD ISHARES TR $213.91万2.01%42,468 2560.6% $1.29万 加仓
IWM ISHARES TR $281.50万2.64%9,369 -68-0.7% -$2.04万 减仓
DVY ISHARES TR $295.49万2.77%18,905 8494.7% $13.27万 加仓
SHYG ISHARES TR $362.44万3.40%85,462 1,2681.5% $5.38万 加仓
STIP ISHARES TR $371.12万3.48%36,327 -55-0.2% -$5,619 减仓
VTI VANGUARD INDEX FDS $433.25万4.07%11,708 680.6% $2.52万 加仓
SHY ISHARES TR $600.28万5.63%73,107 -1,075-1.4% -$8.83万 减仓
IVE ISHARES TR $1,291.17万12.12%56,865 -88-0.2% -$2.00万 减仓
IVW ISHARES TR $1,700.54万15.96%123,649 -68-0.1% -$9,352 减仓
IVV ISHARES TR $2,803.46万26.31%37,435 -178-0.5% -$13.33万 减仓