13F 机构持仓

Decker Wealth Management LLC

NASHVILLE TN · SEC CIK 0002129751

2026Q22026Q1 更早 9 个季度 🔒
$4.71亿2026Q2 申报市值
107持仓数
45.5%前十大占比 · 第一大 6.4%
6 / 4新建仓 / 清仓
申报市值走势$4.71亿2026Q2
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

VUG 6.4%
SDVY 6.0%
MLPX 5.8%
VYM 5.0%
COWZ 4.8%
LLY 4.3%
DDEC 3.9%
IGM 3.5%
AAPL 3.4%
GOOG 2.5%

2026Q2 买入最多 按季末市值估算

BALI 新建仓+$1,038.07万
PANW 新建仓+$778.64万
CRWD 新建仓+$685.90万
SDVY 加仓+$95.52万
AAPL 加仓+$53.47万

2026Q2 卖出最多 按季末市值估算

JEPI 清仓-$724.03万
IBM 减仓-$485.82万
NUE 减仓-$200.38万
DJUL 减仓-$197.47万
JEPQ 清仓-$181.98万

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
JEPI J P MORGAN EXCHANGE TRADED F $00.00%0 -127,740-100.0% -$724.03万 清仓
JEPQ J P MORGAN EXCHANGE TRADED F $00.00%0 -32,778-100.0% -$181.98万 清仓
SRLN SSGA ACTIVE ETF TR $00.00%0 -5,932-100.0% -$23.81万 清仓
PFE PFIZER INC $00.00%0 -7,566-100.0% -$21.25万 清仓
— CERAGON NETWORKS LTD $2.59万0.01%10,000 00.0% — 不变
TSLA TESLA INC $8.20万0.02%195 00.0% — 不变
KOMP SPDR SERIES TRUST $20.52万0.04%2,870 2,870— $20.52万 新建仓
GSK GSK PLC $20.55万0.04%3,920 00.0% — 不变
INTC INTEL CORP $24.25万0.05%1,737 1,737— $24.25万 新建仓
FBK FB FINL CORP $24.91万0.05%4,500 -500-10.0% -$2.77万 减仓
IBTH ISHARES TR $25.00万0.05%11,174 00.0% — 不变
SCHB SCHWAB STRATEGIC TR $25.20万0.05%8,700 00.0% — 不变
VTI VANGUARD INDEX FDS $25.20万0.05%681 00.0% — 不变
IJJ ISHARES TR $25.41万0.05%1,720 00.0% — 不变
VOO VANGUARD INDEX FDS $28.78万0.06%419 153.7% $1.03万 加仓
NSC NORFOLK SOUTHN CORP $29.10万0.06%925 00.0% — 不变
MMM 3M CO $29.87万0.06%1,845 00.0% — 不变
CTVA CORTEVA INC $30.74万0.07%3,630 00.0% — 不变
ALL ALLSTATE CORP $30.93万0.07%1,300 00.0% — 不变
COST COSTCO WHOLESALE CORPORATION $30.97万0.07%331 331— $30.97万 新建仓
GOOGL ALPHABET INC $31.91万0.07%893 -22-2.4% -$7,862 减仓
IBTG ISHARES TR $32.21万0.07%14,070 00.0% — 不变
AFL AFLAC INC $34.47万0.07%2,940 00.0% — 不变
GILD GILEAD SCIENCES INC $35.69万0.08%2,825 00.0% — 不变
— EXXON MOBIL CORP $36.23万0.08%2,650 00.0% — 不变
RVT ROYCE SMALL CAP TRUST INC $36.48万0.08%19,752 2051.0% $3,786 加仓
IYF ISHARES TR $39.22万0.08%3,076 00.0% — 不变
RTX RTX CORPORATION $39.88万0.08%2,102 00.0% — 不变
PG PROCTER & GAMBLE CO $39.93万0.08%2,723 00.0% — 不变
KO COCA COLA CO $41.95万0.09%5,162 00.0% — 不变
TSLA TESLA INC 看涨期权 $42.06万0.09%1,000 00.0% — 不变
SLV ISHARES SILVER TR $43.44万0.09%8,125 00.0% — 不变
PAYX PAYCHEX INC $43.47万0.09%4,421 00.0% — 不变
HD HOME DEPOT INC $43.58万0.09%1,236 00.0% — 不变
CMI CUMMINS INC $44.29万0.09%621 00.0% — 不变
EFA ISHARES TR $45.56万0.10%4,386 00.0% — 不变
VZ VERIZON COMMUNICATIONS INC $45.93万0.10%10,847 1,00010.2% $4.23万 加仓
CVX CHEVRON CORPORATION $47.36万0.10%2,857 00.0% — 不变
SYK STRYKER CORPORATION $49.43万0.10%1,570 00.0% — 不变
GLDM WORLD GOLD TR $50.31万0.11%6,335 00.0% — 不变
TTE TOTALENERGIES SE $52.33万0.11%6,730 00.0% — 不变
FDN FIRST TR EXCHANGE-TRADED FD $55.49万0.12%2,096 00.0% — 不变
IJT ISHARES TR $57.53万0.12%3,221 00.0% — 不变
IJR ISHARES TR $58.67万0.12%3,956 00.0% — 不变
KLAC KLA CORP $60.34万0.13%2,000 00.0% — 不变
— WISDOMTREE TR $62.50万0.13%4,766 -115-2.4% -$1.51万 减仓
XLK SELECT SECTOR SPDR TR $66.11万0.14%3,470 00.0% — 不变
DUK DUKE ENERGY CORP NEW $69.32万0.15%5,476 00.0% — 不变
FHN FIRST HORIZON CORPORATION $69.71万0.15%27,187 -5,200-16.1% -$13.33万 减仓
JPM JPMORGAN CHASE & CO $73.35万0.16%2,241 00.0% — 不变
IWP ISHARES TR $79.82万0.17%5,452 00.0% — 不变
NEM NEWMONT CORP $80.45万0.17%8,614 00.0% — 不变
JPST J P MORGAN EXCHANGE TRADED F $88.04万0.19%17,410 2,81419.3% $14.23万 加仓
IBM INTERNATIONAL BUSINESS MACHS $88.86万0.19%3,160 -17,276-84.5% -$485.82万 减仓
LMT LOCKHEED MARTIN CORP $90.07万0.19%1,768 -11-0.6% -$5,604 减仓
ENB ENBRIDGE INC $91.05万0.19%16,795 00.0% — 不变
VBK VANGUARD INDEX FDS $92.85万0.20%2,539 00.0% — 不变
SPLV INVESCO EXCH TRADED FD TR II $96.08万0.20%12,828 00.0% — 不变
QTEC FIRST TR EXCHANGE-TRADED FD $113.16万0.24%3,381 -390-10.3% -$13.05万 减仓
IVE ISHARES TR $117.34万0.25%5,168 00.0% — 不变
BSCR INVESCO EXCH TRD SLF IDX FD $128.08万0.27%65,299 -2,469-3.6% -$4.84万 减仓
ABT ABBOTT LABORATORIES $130.26万0.28%14,355 -431-2.9% -$3.91万 减仓
CSX CSX CORP $131.07万0.28%27,576 -14,810-34.9% -$70.39万 减仓
CSCO CISCO SYS INC $140.18万0.30%11,934 00.0% — 不变
IWB ISHARES TR $141.81万0.30%3,463 00.0% — 不变
VIG VANGUARD SPECIALIZED FUNDS $180.68万0.38%7,636 00.0% — 不变
BAC BANK OF AMER CORP $183.15万0.39%32,142 -6,783-17.4% -$38.65万 减仓
JNJ JOHNSON & JOHNSON $194.95万0.41%7,676 -125-1.6% -$3.17万 减仓
SPTM SPDR SERIES TRUST $208.22万0.44%22,934 1,9599.3% $17.79万 加仓
MTUM ISHARES TR $216.22万0.46%6,307 550.9% $1.89万 加仓
DMAY FIRST TR EXCHNG TRADED FD VI $225.65万0.48%47,889 1,3833.0% $6.52万 加仓
IVV ISHARES TR $291.84万0.62%3,897 00.0% — 不变
MDT MEDTRONIC PLC $336.98万0.72%43,076 -15,538-26.5% -$121.55万 减仓
IVW ISHARES TR $363.68万0.77%26,444 00.0% — 不变
SCHD SCHWAB STRATEGIC TR $400.27万0.85%126,229 6000.5% $1.90万 加仓
BSCW INVESCO EXCH TRD SLF IDX FD $569.97万1.21%277,896 -87,004-23.8% -$178.45万 减仓
WM WASTE MGMT INC DEL $573.36万1.22%25,725 -2,579-9.1% -$57.48万 减仓
BSCU INVESCO EXCH TRD SLF IDX FD $591.80万1.26%355,540 -74,644-17.4% -$124.25万 减仓
AMGN AMGEN INC $593.31万1.26%16,384 5443.4% $19.70万 加仓
BSCS INVESCO EXCH TRD SLF IDX FD $594.14万1.26%291,745 -37,242-11.3% -$75.84万 减仓
HCA HCA HEALTHCARE INC $598.81万1.27%15,358 1,0997.7% $42.85万 加仓
BSCT INVESCO EXCH TRD SLF IDX FD $615.21万1.31%331,204 -64,300-16.3% -$119.44万 减仓
R RYDER SYS INC $616.79万1.31%23,384 -4,375-15.8% -$115.40万 减仓
V VISA INC $619.30万1.31%18,051 -1,740-8.8% -$59.70万 减仓
NVDA NVIDIA CORPORATION $638.19万1.35%31,895 -538-1.7% -$10.76万 减仓
BSCV INVESCO EXCH TRD SLF IDX FD $670.98万1.42%409,510 -76,225-15.7% -$124.89万 减仓
CRWD CROWDSTRIKE HLDGS INC $685.90万1.46%8,988 8,988— $685.90万 新建仓
NUE NUCOR CORP $687.44万1.46%30,862 -8,996-22.6% -$200.38万 减仓
WMT WALMART INC $708.30万1.50%62,537 -9,445-13.1% -$106.97万 减仓
VTV VANGUARD INDEX FDS $728.96万1.55%33,449 8872.7% $19.33万 加仓
TJX TJX COS INC NEW $757.50万1.61%50,000 1400.3% $2.12万 加仓
PANW PALO ALTO NETWORKS INC $778.64万1.65%22,833 22,833— $778.64万 新建仓
AMZN AMAZON COM INC $809.05万1.72%33,945 8712.6% $20.76万 加仓
DJUL FIRST TR EXCHNG TRADED FD VI $822.24万1.75%163,972 -39,379-19.4% -$197.47万 减仓
DMAR FIRST TR EXCHNG TRADED FD VI $852.05万1.81%190,477 -6,237-3.2% -$27.90万 减仓
MSFT MICROSOFT CORP $890.70万1.89%23,878 8353.6% $31.15万 加仓
AIQ GLOBAL X FDS $924.54万1.96%140,915 -21,243-13.1% -$139.37万 减仓
BALI BLACKROCK ETF TRUST $1,038.07万2.20%306,848 306,848— $1,038.07万 新建仓
HYBL SSGA ACTIVE TR $1,049.99万2.23%375,667 -43,796-10.4% -$122.41万 减仓
AVGO BROADCOM INC $1,077.22万2.29%28,517 -512-1.8% -$19.34万 减仓