Strategic Wealth Advisors LLC
SCOTTSDALE AZ · SEC CIK 0002107449
$1.25亿2026Q1 申报市值
267持仓数
53.6%前十大占比 · 第一大 8.7%
13 / 0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
VUSB 加仓+$288.54万
JPST 加仓+$105.02万
IEMG 加仓+$90.82万
DFAE 加仓+$75.99万
IVV 加仓+$56.76万
2026Q1 卖出最多 按季末市值估算
SPLV 减仓-$10.05万
SCZ 减仓-$8.64万
MCD 减仓-$8.35万
SPY 减仓-$7.54万
DFIS 减仓-$7.15万
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 |
|---|---|---|---|---|---|---|---|---|
| ESGD | ISHARES TR | $1.10万 | 0.01% | 123 | -26 | -17.4% | -$2,325 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $1.10万 | 0.01% | 402 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1.10万 | 0.01% | 138 | 0 | 0.0% | — | 不变 |
| EWC | ISHARES INC | $1.10万 | 0.01% | 215 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC | $1.10万 | 0.01% | 266 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $1.20万 | 0.01% | 133 | -134 | -50.2% | -$1.21万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $1.20万 | 0.01% | 26 | 0 | 0.0% | — | 不变 |
| GGG | GRACO INC | $1.20万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| XT | ISHARES TR | $1.30万 | 0.01% | 194 | 0 | 0.0% | — | 不变 |
| VONV | VANGUARD SCOTTSDALE FDS | $1.30万 | 0.01% | 145 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $1.40万 | 0.01% | 47 | 0 | 0.0% | — | 不变 |
| LUV | SOUTHWEST AIRLS CO | $1.40万 | 0.01% | 375 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $1.40万 | 0.01% | 32 | 0 | 0.0% | — | 不变 |
| — | EA SERIES TRUST | $1.40万 | 0.01% | 368 | 0 | 0.0% | — | 不变 |
| BXSL | BLACKSTONE SECD LENDING FD | $1.50万 | 0.01% | 655 | 0 | 0.0% | — | 不变 |
| MGV | VANGUARD WORLD FD | $1.50万 | 0.01% | 105 | 105 | — | $1.50万 | 新建仓 |
| LLY | ELI LILLY & CO | $1.60万 | 0.01% | 18 | 0 | 0.0% | — | 不变 |
| NWN | NORTHWEST NAT HLDG CO | $1.60万 | 0.01% | 313 | 0 | 0.0% | — | 不变 |
| RKLB | ROCKET LAB CORP | $1.70万 | 0.01% | 280 | 0 | 0.0% | — | 不变 |
| RF | REGIONS FINANCIAL CORP NEW | $1.70万 | 0.01% | 668 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $1.70万 | 0.01% | 298 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $1.80万 | 0.01% | 61 | -10 | -14.1% | -$2,951 | 减仓 |
| TSLA | TESLA INC | $1.80万 | 0.01% | 49 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $1.80万 | 0.01% | 176 | 0 | 0.0% | — | 不变 |
| IYT | ISHARES TR | $1.80万 | 0.01% | 252 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $1.90万 | 0.02% | 199 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $2.00万 | 0.02% | 401 | -400 | -49.9% | -$2.00万 | 减仓 |
| HD | HOME DEPOT INC | $2.00万 | 0.02% | 61 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $2.00万 | 0.02% | 133 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $2.10万 | 0.02% | 449 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $2.10万 | 0.02% | 133 | 0 | 0.0% | — | 不变 |
| ESGE | ISHARES INC | $2.10万 | 0.02% | 466 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $2.20万 | 0.02% | 285 | -273 | -48.9% | -$2.11万 | 减仓 |
| CTVA | CORTEVA INC | $2.20万 | 0.02% | 266 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $2.30万 | 0.02% | 533 | -84 | -13.6% | -$3,625 | 减仓 |
| META | META PLATFORMS INC | $2.40万 | 0.02% | 42 | -2 | -4.5% | -$1,143 | 减仓 |
| EQT | EQT CORP | $2.40万 | 0.02% | 378 | 0 | 0.0% | — | 不变 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $2.50万 | 0.02% | 430 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $2.60万 | 0.02% | 925 | -792 | -46.1% | -$2.23万 | 减仓 |
| — | HONEYWELL INTL INC | $2.60万 | 0.02% | 116 | -33 | -22.1% | -$7,397 | 减仓 |
| CVX | CHEVRON CORPORATION | $3.00万 | 0.02% | 145 | -75 | -34.1% | -$1.55万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $3.00万 | 0.02% | 400 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $3.00万 | 0.02% | 50 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $3.10万 | 0.02% | 72 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $3.10万 | 0.02% | 156 | 29 | 22.8% | $5,763 | 加仓 |
| SPYM | SPDR SERIES TRUST | $3.10万 | 0.02% | 418 | 418 | — | $3.10万 | 新建仓 |
| DFIV | DIMENSIONAL ETF TRUST | $3.10万 | 0.02% | 600 | 600 | — | $3.10万 | 新建仓 |
| EW | EDWARDS LIFESCIENCES CORP | $3.30万 | 0.03% | 415 | 0 | 0.0% | — | 不变 |
| BOTZ | GLOBAL X FDS | $3.40万 | 0.03% | 1,034 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES TR | $3.50万 | 0.03% | 208 | 0 | 0.0% | — | 不变 |
| HTH | HILLTOP HLDGS INC | $3.50万 | 0.03% | 1,000 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $3.60万 | 0.03% | 567 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR | $3.60万 | 0.03% | 416 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TR | $3.80万 | 0.03% | 347 | -58 | -14.3% | -$6,352 | 减仓 |
| KO | COCA COLA CO | $4.00万 | 0.03% | 533 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $4.10万 | 0.03% | 474 | -644 | -57.6% | -$5.57万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $4.10万 | 0.03% | 146 | -34 | -18.9% | -$9,548 | 减仓 |
| EMR | EMERSON ELEC CO | $4.10万 | 0.03% | 315 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $4.30万 | 0.03% | 131 | -66 | -33.5% | -$2.17万 | 减仓 |
| AMZN | AMAZON COM INC | $4.40万 | 0.04% | 215 | -80 | -27.1% | -$1.64万 | 减仓 |
| EFA | ISHARES TR | $4.40万 | 0.04% | 455 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $4.50万 | 0.04% | 52 | -2 | -3.7% | -$1,731 | 减仓 |
| PLD | PROLOGIS INC. | $4.60万 | 0.04% | 355 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC | $4.60万 | 0.04% | 590 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $4.60万 | 0.04% | 679 | 53 | 8.5% | $3,591 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $4.60万 | 0.04% | 1,526 | 746 | 95.6% | $2.25万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $4.70万 | 0.04% | 263 | -107 | -28.9% | -$1.91万 | 减仓 |
| AFL | AFLAC INC | $4.70万 | 0.04% | 436 | -134 | -23.5% | -$1.44万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $4.70万 | 0.04% | 414 | 0 | 0.0% | — | 不变 |
| EQAL | INVESCO EXCH TRADED FD TR II | $4.80万 | 0.04% | 872 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $5.10万 | 0.04% | 407 | 0 | 0.0% | — | 不变 |
| — | SILA REALTY TRUST INC | $5.10万 | 0.04% | 2,157 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $5.10万 | 0.04% | 604 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $5.30万 | 0.04% | 575 | -95 | -14.2% | -$8,757 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $5.40万 | 0.04% | 160 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $5.40万 | 0.04% | 223 | 0 | 0.0% | — | 不变 |
| IYJ | ISHARES TR | $5.50万 | 0.04% | 374 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $5.50万 | 0.04% | 1,655 | 0 | 0.0% | — | 不变 |
| — | SPDR SERIES TRUST | $5.60万 | 0.04% | 560 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $5.80万 | 0.05% | 382 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $5.80万 | 0.05% | 2,098 | 323 | 18.2% | $8,929 | 加仓 |
| — | EXXON MOBIL CORP | $6.00万 | 0.05% | 357 | -15 | -4.0% | -$2,521 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $6.40万 | 0.05% | 317 | -194 | -38.0% | -$3.92万 | 减仓 |
| IWV | ISHARES TR | $6.40万 | 0.05% | 175 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $6.60万 | 0.05% | 687 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $6.70万 | 0.05% | 720 | 0 | 0.0% | — | 不变 |
| VAW | VANGUARD WORLD FD | $6.70万 | 0.05% | 300 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $6.80万 | 0.05% | 610 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $7.10万 | 0.06% | 330 | -157 | -32.2% | -$3.38万 | 减仓 |
| IWS | ISHARES TR | $7.20万 | 0.06% | 500 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $7.50万 | 0.06% | 1,530 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $7.50万 | 0.06% | 313 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $7.50万 | 0.06% | 485 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $7.60万 | 0.06% | 771 | 61 | 8.6% | $6,013 | 加仓 |
| JPEF | J P MORGAN EXCHANGE TRADED F | $7.60万 | 0.06% | 1,060 | 1,060 | — | $7.60万 | 新建仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $7.80万 | 0.06% | 409 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $7.90万 | 0.06% | 116 | -29 | -20.0% | -$1.98万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $8.20万 | 0.07% | 198 | 0 | 0.0% | — | 不变 |
| RWX | SPDR INDEX SHS FDS | $8.80万 | 0.07% | 3,324 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $8.90万 | 0.07% | 2,190 | 0 | 0.0% | — | 不变 |