Wealth Intelligence, LLC
COLUMBUS GA · SEC CIK 0002112078
$2.15亿2026Q2 申报市值
59持仓数
64.5%前十大占比 · 第一大 30.9%
1 / 0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
GSY 加仓+$251.54万
RKLB 新建仓+$50.53万
MSFT 加仓+$29.62万
LMT 加仓+$27.41万
UNH 加仓+$26.43万
2026Q2 卖出最多 按季末市值估算
HD 减仓-$102.03万
FTCB 减仓-$98.32万
MA 减仓-$42.63万
SO 减仓-$33.02万
VRT 减仓-$29.80万
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 |
|---|---|---|---|---|---|---|---|---|
| LOW | LOWES COS INC | $6,651.79万 | 30.90% | 301,682 | 3 | 0.0% | $661 | 加仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $1,866.60万 | 8.67% | 895,036 | -47,144 | -5.0% | -$98.32万 | 减仓 |
| PFXF | VANECK ETF TRUST | $975.40万 | 4.53% | 546,751 | 2,750 | 0.5% | $4.91万 | 加仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $944.56万 | 4.39% | 188,347 | 50,157 | 36.3% | $251.54万 | 加仓 |
| AAPL | APPLE INC | $760.74万 | 3.53% | 26,291 | -99 | -0.4% | -$2.86万 | 减仓 |
| AVGO | BROADCOM INC | $680.29万 | 3.16% | 18,009 | 6 | 0.0% | $2,267 | 加仓 |
| — | ETF SER SOLUTIONS | $598.73万 | 2.78% | 229,882 | 3,847 | 1.7% | $10.02万 | 加仓 |
| ETN | EATON CORP PLC | $501.25万 | 2.33% | 11,763 | 160 | 1.4% | $6.82万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $462.29万 | 2.15% | 14,123 | 99 | 0.7% | $3.24万 | 加仓 |
| MPC | MARATHON PETE CORP | $448.19万 | 2.08% | 17,530 | -340 | -1.9% | -$8.69万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $395.18万 | 1.84% | 27,047 | -719 | -2.6% | -$10.51万 | 减仓 |
| MSFT | MICROSOFT CORP | $374.40万 | 1.74% | 10,037 | 794 | 8.6% | $29.62万 | 加仓 |
| UNP | UNION PAC CORP | $320.58万 | 1.49% | 11,786 | 49 | 0.4% | $1.33万 | 加仓 |
| GOOGL | ALPHABET INC | $316.91万 | 1.47% | 8,868 | 225 | 2.6% | $8.04万 | 加仓 |
| CB | CHUBB LIMITED | $289.39万 | 1.34% | 8,493 | -257 | -2.9% | -$8.76万 | 减仓 |
| CVS | CVS HEALTH CORP | $281.42万 | 1.31% | 27,203 | 428 | 1.6% | $4.43万 | 加仓 |
| AMZN | AMAZON COM INC | $268.35万 | 1.25% | 11,259 | 346 | 3.2% | $8.25万 | 加仓 |
| EFAA | INVESCO ACTIVELY MANAGED EXC | $251.96万 | 1.17% | 45,187 | 1,729 | 4.0% | $9.64万 | 加仓 |
| CME | CME GROUP INC | $241.21万 | 1.12% | 10,923 | 167 | 1.6% | $3.69万 | 加仓 |
| SO | SOUTHERN CO | $238.09万 | 1.11% | 24,876 | -3,450 | -12.2% | -$33.02万 | 减仓 |
| V | VISA INC | $229.80万 | 1.07% | 6,698 | 155 | 2.4% | $5.32万 | 加仓 |
| CMI | CUMMINS INC | $216.53万 | 1.01% | 3,036 | 14 | 0.5% | $9,985 | 加仓 |
| AFL | AFLAC INC | $215.04万 | 1.00% | 18,340 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $206.19万 | 0.96% | 8,194 | 195 | 2.4% | $4.91万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $193.78万 | 0.90% | 7,630 | 63 | 0.8% | $1.60万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $192.71万 | 0.90% | 45,516 | -2,955 | -6.1% | -$12.51万 | 减仓 |
| ADI | ANALOG DEVICES INC | $177.65万 | 0.83% | 4,473 | -389 | -8.0% | -$15.45万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $176.79万 | 0.82% | 4,257 | -386 | -8.3% | -$16.03万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $167.76万 | 0.78% | 8,384 | 88 | 1.1% | $1.76万 | 加仓 |
| HD | HOME DEPOT INC | $164.21万 | 0.76% | 4,656 | -2,893 | -38.3% | -$102.03万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $162.71万 | 0.76% | 2,801 | -22 | -0.8% | -$1.28万 | 减仓 |
| WMT | WALMART INC | $158.67万 | 0.74% | 14,009 | 153 | 1.1% | $1.73万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $149.77万 | 0.70% | 2 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $146.67万 | 0.68% | 2,879 | 538 | 23.0% | $27.41万 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $145.79万 | 0.68% | 65,408 | -1,473 | -2.2% | -$3.28万 | 减仓 |
| NLR | VANECK ETF TRUST | $131.38万 | 0.61% | 11,328 | 105 | 0.9% | $1.22万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $120.37万 | 0.56% | 2,896 | 636 | 28.1% | $26.43万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $119.84万 | 0.56% | 11,148 | -1,315 | -10.6% | -$14.14万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $118.56万 | 0.55% | 15,829 | -69 | -0.4% | -$5,168 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $118.33万 | 0.55% | 4,036 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $116.12万 | 0.54% | 3,405 | 147 | 4.5% | $5.01万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $105.24万 | 0.49% | 2,049 | -830 | -28.8% | -$42.63万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $104.98万 | 0.49% | 2,098 | 57 | 2.8% | $2.85万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $104.52万 | 0.49% | 2,128 | 13 | 0.6% | $6,385 | 加仓 |
| RTX | RTX CORPORATION | $91.39万 | 0.42% | 4,817 | 106 | 2.3% | $2.01万 | 加仓 |
| GEV | GE VERNOVA INC | $86.35万 | 0.40% | 735 | -246 | -25.1% | -$28.90万 | 减仓 |
| CAT | CATERPILLAR INC | $77.31万 | 0.36% | 726 | -113 | -13.5% | -$12.03万 | 减仓 |
| META | META PLATFORMS INC | $76.35万 | 0.35% | 1,355 | 31 | 2.3% | $1.75万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $74.36万 | 0.35% | 2,221 | -890 | -28.6% | -$29.80万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $72.88万 | 0.34% | 8,032 | 509 | 6.8% | $4.62万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $68.57万 | 0.32% | 1,827 | 215 | 13.3% | $8.07万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $60.42万 | 0.28% | 2,150 | 68 | 3.3% | $1.91万 | 加仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $55.12万 | 0.26% | 4,194 | 896 | 27.2% | $11.78万 | 加仓 |
| RKLB | ROCKET LAB CORP | $50.53万 | 0.23% | 4,971 | 4,971 | — | $50.53万 | 新建仓 |
| SNPS | SYNOPSYS INC | $50.41万 | 0.23% | 1,130 | 253 | 28.8% | $11.29万 | 加仓 |
| SPGI | S&P GLOBAL INC | $42.93万 | 0.20% | 1,054 | 157 | 17.5% | $6.39万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $41.70万 | 0.19% | 2,372 | -466 | -16.4% | -$8.19万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $41.16万 | 0.19% | 2,423 | 51 | 2.2% | $8,664 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $27.63万 | 0.13% | 2,368 | 558 | 30.8% | $6.51万 | 加仓 |