Strategic Wealth Advisors LLC
SCOTTSDALE AZ · SEC CIK 0002107449
$1.17亿2026Q2 申报市值
260持仓数
54.3%前十大占比 · 第一大 9.8%
0 / 15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
SPLV 加仓+$9.81万
SCZ 加仓+$8.54万
MCD 加仓+$8.21万
SPY 加仓+$7.91万
DFIS 加仓+$7.00万
2026Q2 卖出最多 按季末市值估算
IWF 减仓-$693.20万
VUSB 减仓-$288.84万
VO 减仓-$205.26万
JPST 减仓-$104.97万
IEMG 减仓-$87.52万
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 |
|---|---|---|---|---|---|---|---|---|
| ESGU | ISHARES TR | $9,000 | 0.01% | 61 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $9,000 | 0.01% | 47 | 0 | 0.0% | — | 重新持有 |
| — | EA SERIES TRUST | $1.00万 | 0.01% | 368 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SCOTTSDALE FDS | $1.00万 | 0.01% | 187 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $1.00万 | 0.01% | 128 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $1.00万 | 0.01% | 132 | 66 | 100.0% | $5,000 | 加仓 |
| — | DUPONT DE NEMOURS INC | $1.00万 | 0.01% | 266 | 0 | 0.0% | — | 重新持有 |
| 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 |
| — | WARNER BROS DISCOVERY INC | $1.10万 | 0.01% | 402 | 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 |
| NWN | NORTHWEST NAT HLDG CO | $1.40万 | 0.01% | 313 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $1.40万 | 0.01% | 32 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $1.40万 | 0.01% | 26 | 0 | 0.0% | — | 不变 |
| ESGD | ISHARES TR | $1.40万 | 0.01% | 149 | 26 | 21.1% | $2,443 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $1.50万 | 0.01% | 375 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $1.50万 | 0.01% | 47 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $1.60万 | 0.01% | 298 | 0 | 0.0% | — | 不变 |
| PHAT | PHATHOM PHARMACEUTICALS INC | $1.60万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $1.70万 | 0.01% | 266 | 0 | 0.0% | — | 不变 |
| BXSL | BLACKSTONE SECD LENDING FD | $1.70万 | 0.01% | 655 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $1.80万 | 0.02% | 133 | 0 | 0.0% | — | 不变 |
| IYT | ISHARES TR | $1.80万 | 0.02% | 252 | 0 | 0.0% | — | 不变 |
| RF | REGIONS FINANCIAL CORP NEW | $1.80万 | 0.02% | 668 | 0 | 0.0% | — | 不变 |
| RKLB | ROCKET LAB CORP | $1.90万 | 0.02% | 280 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $1.90万 | 0.02% | 18 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $1.90万 | 0.02% | 267 | 134 | 100.8% | $9,536 | 加仓 |
| V | VISA INC | $1.90万 | 0.02% | 56 | 23 | 69.7% | $7,804 | 加仓 |
| EQT | EQT CORP | $2.00万 | 0.02% | 378 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $2.00万 | 0.02% | 133 | 0 | 0.0% | — | 不变 |
| ESGE | ISHARES INC | $2.00万 | 0.02% | 466 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $2.00万 | 0.02% | 61 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $2.00万 | 0.02% | 199 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $2.20万 | 0.02% | 617 | 84 | 15.8% | $2,995 | 加仓 |
| ABT | ABBOTT LABS | $2.20万 | 0.02% | 176 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $2.20万 | 0.02% | 49 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $2.30万 | 0.02% | 780 | -746 | -48.9% | -$2.20万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $2.40万 | 0.02% | 50 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $2.40万 | 0.02% | 449 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $2.40万 | 0.02% | 71 | 10 | 16.4% | $3,380 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $2.40万 | 0.02% | 514 | 257 | 100.0% | $1.20万 | 加仓 |
| BA | BOEING CO | $2.70万 | 0.02% | 127 | -29 | -18.6% | -$6,165 | 减仓 |
| META | META PLATFORMS INC | $2.90万 | 0.02% | 44 | 2 | 4.8% | $1,318 | 加仓 |
| — | HONEYWELL INTL INC | $2.90万 | 0.02% | 149 | 0 | 0.0% | — | 重新持有 |
| VXUS | VANGUARD STAR FDS | $3.00万 | 0.03% | 400 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $3.00万 | 0.03% | 801 | 400 | 99.8% | $1.50万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $3.20万 | 0.03% | 430 | 0 | 0.0% | — | 不变 |
| HTH | HILLTOP HOLDINGS INC | $3.30万 | 0.03% | 1,000 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORP NEW | $3.30万 | 0.03% | 220 | 75 | 51.7% | $1.12万 | 加仓 |
| GEV | GE VERNOVA INC | $3.50万 | 0.03% | 54 | 2 | 3.8% | $1,296 | 加仓 |
| IXUS | ISHARES TR | $3.50万 | 0.03% | 416 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $3.50万 | 0.03% | 567 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES TR | $3.50万 | 0.03% | 208 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP | $3.50万 | 0.03% | 415 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $3.60万 | 0.03% | 223 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $3.70万 | 0.03% | 533 | 0 | 0.0% | — | 不变 |
| BOTZ | GLOBAL X FDS | $3.70万 | 0.03% | 1,034 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $4.00万 | 0.03% | 626 | -53 | -7.8% | -$3,387 | 减仓 |
| EMR | EMERSON ELEC CO | $4.10万 | 0.04% | 315 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $4.20万 | 0.04% | 1,717 | 792 | 85.6% | $1.94万 | 加仓 |
| CSCO | CISCO SYS INC | $4.20万 | 0.04% | 558 | 273 | 95.8% | $2.05万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $4.30万 | 0.04% | 414 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC | $4.30万 | 0.04% | 590 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $4.30万 | 0.04% | 455 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $4.40万 | 0.04% | 372 | 15 | 4.2% | $1,774 | 加仓 |
| PFE | PFIZER INC | $4.40万 | 0.04% | 1,775 | -323 | -15.4% | -$8,007 | 减仓 |
| TIP | ISHARES TR | $4.40万 | 0.04% | 405 | 58 | 16.7% | $6,301 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $4.50万 | 0.04% | 1,655 | 0 | 0.0% | — | 不变 |
| EQAL | INVESCO EXCH TRADED FD TR II | $4.50万 | 0.04% | 872 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. | $4.50万 | 0.04% | 355 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $4.70万 | 0.04% | 604 | 0 | 0.0% | — | 不变 |
| — | SILA REALTY TRUST INC | $5.00万 | 0.04% | 2,157 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $5.10万 | 0.04% | 180 | 34 | 23.3% | $9,633 | 加仓 |
| NVS | NOVARTIS AG | $5.20万 | 0.04% | 382 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $5.30万 | 0.05% | 160 | 0 | 0.0% | — | 不变 |
| IYJ | ISHARES TR | $5.50万 | 0.05% | 374 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP NEW | $5.50万 | 0.05% | 407 | 0 | 0.0% | — | 不变 |
| — | SPDR SERIES TRUST | $5.90万 | 0.05% | 560 | 0 | 0.0% | — | 不变 |
| VAW | VANGUARD WORLD FD | $6.20万 | 0.05% | 300 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $6.20万 | 0.05% | 570 | 134 | 30.7% | $1.46万 | 加仓 |
| USMV | ISHARES TR | $6.30万 | 0.05% | 670 | 95 | 16.5% | $8,933 | 加仓 |
| IWR | ISHARES TR | $6.60万 | 0.06% | 687 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $6.70万 | 0.06% | 175 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $6.80万 | 0.06% | 295 | 80 | 37.2% | $1.84万 | 加仓 |
| PEP | PEPSICO INC | $6.90万 | 0.06% | 485 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $6.90万 | 0.06% | 197 | 66 | 50.4% | $2.31万 | 加仓 |
| AGG | ISHARES TR | $7.00万 | 0.06% | 710 | -61 | -7.9% | -$6,014 | 减仓 |
| IWS | ISHARES TR | $7.00万 | 0.06% | 500 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $7.10万 | 0.06% | 720 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $7.20万 | 0.06% | 313 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $7.50万 | 0.06% | 610 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $7.70万 | 0.07% | 198 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $7.80万 | 0.07% | 409 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $7.90万 | 0.07% | 2,190 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $8.20万 | 0.07% | 145 | 29 | 25.0% | $1.64万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $8.30万 | 0.07% | 1,530 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $8.90万 | 0.08% | 370 | 107 | 40.7% | $2.57万 | 加仓 |
| PG | PROCTER AND GAMBLE CO | $9.30万 | 0.08% | 653 | -55 | -7.8% | -$7,833 | 减仓 |