Walsh & Associates, LLC
SARASOTA FL · SEC CIK 0002135144
$1.22亿2026Q2 申报市值
245持仓数
64.0%前十大占比 · 第一大 13.9%
18 / 60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
DFUV 加仓+$123.34万
DIMENSIONAL US 加仓+$121.16万
IWF 加仓+$91.86万
WINN 加仓+$87.09万
MDYG 加仓+$59.18万
2026Q2 卖出最多 按季末市值估算
BLW 清仓-$13.85万
PEO 减仓-$9.89万
NOBL 减仓-$7.84万
SPYM 减仓-$5.76万
QQQ 减仓-$5.38万
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 |
|---|---|---|---|---|---|---|---|---|
| BLW | BLACKROCK LTD | $0 | 0.00% | 0 | -11,000 | -100.0% | -$13.85万 | 清仓 |
| JCI | JOHNSON CONTROLS | $0 | 0.00% | 0 | -198 | -100.0% | -$2.59万 | 清仓 |
| IR | INGERSOLL RAND | $0 | 0.00% | 0 | -200 | -100.0% | -$1.60万 | 清仓 |
| GOVT | ISHARES U S | $0 | 0.00% | 0 | -226 | -100.0% | -$5,178 | 清仓 |
| SPMB | STATE STREET | $0 | 0.00% | 0 | -200 | -100.0% | -$4,478 | 清仓 |
| VCIT | VANGUARD INTERMEDIATE | $0 | 0.00% | 0 | -43 | -100.0% | -$3,558 | 清仓 |
| SPTL | STATE STREET | $0 | 0.00% | 0 | -133 | -100.0% | -$3,498 | 清仓 |
| SDY | STATE STREET | $0 | 0.00% | 0 | -23 | -100.0% | -$3,357 | 清仓 |
| NVO | NOVO NORDISK | $0 | 0.00% | 0 | -89 | -100.0% | -$3,271 | 清仓 |
| USB | U S BANCORP DE | $0 | 0.00% | 0 | -57 | -100.0% | -$2,965 | 清仓 |
| SHYG | ISHARES | $0 | 0.00% | 0 | -58 | -100.0% | -$2,454 | 清仓 |
| — | AEYE INC | $0 | 0.00% | 0 | -907 | -100.0% | -$1,642 | 清仓 |
| SPSB | STATE STREET | $0 | 0.00% | 0 | -44 | -100.0% | -$1,323 | 清仓 |
| TM | TOYOTA MOTOR | $0 | 0.00% | 0 | -3 | -100.0% | -$618 | 清仓 |
| JBBB | JANUS HENDERSON | $0 | 0.00% | 0 | -12 | -100.0% | -$559 | 清仓 |
| UNH | UNITEDHEALTH GROUP | $0 | 0.00% | 0 | -2 | -100.0% | -$541 | 清仓 |
| JAAA | JANUS HENDERSON | $0 | 0.00% | 0 | -10 | -100.0% | -$504 | 清仓 |
| MA | MASTERCARD INC | $0 | 0.00% | 0 | -1 | -100.0% | -$500 | 清仓 |
| LIN | LINDE PLC | $0 | 0.00% | 0 | -1 | -100.0% | -$496 | 清仓 |
| MRK | MERCK & COMPANY | $0 | 0.00% | 0 | -4 | -100.0% | -$481 | 清仓 |
| TTE | TOTALENERGIES SE | $0 | 0.00% | 0 | -5 | -100.0% | -$455 | 清仓 |
| BBVA | BANCO BILBAO | $0 | 0.00% | 0 | -19 | -100.0% | -$412 | 清仓 |
| BA | BOEING COMPANY | $0 | 0.00% | 0 | -2 | -100.0% | -$398 | 清仓 |
| FTS | FORTIS INC | $0 | 0.00% | 0 | -7 | -100.0% | -$391 | 清仓 |
| SAN | BANCO SANTANDER | $0 | 0.00% | 0 | -34 | -100.0% | -$384 | 清仓 |
| DHR | DANAHER CORP | $0 | 0.00% | 0 | -2 | -100.0% | -$379 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -2 | -100.0% | -$373 | 清仓 |
| SHEL | SHELL PLC | $0 | 0.00% | 0 | -4 | -100.0% | -$372 | 清仓 |
| OKE | ONEOK INC | $0 | 0.00% | 0 | -4 | -100.0% | -$362 | 清仓 |
| FCX | FREEPORT MCMORAN | $0 | 0.00% | 0 | -6 | -100.0% | -$353 | 清仓 |
| AMT | AMERICAN TOWER | $0 | 0.00% | 0 | -2 | -100.0% | -$345 | 清仓 |
| AMAT | APPLIED MATERIALS | $0 | 0.00% | 0 | -1 | -100.0% | -$342 | 清仓 |
| FTNT | FORTINET INC | $0 | 0.00% | 0 | -4 | -100.0% | -$327 | 清仓 |
| RY | ROYAL BANK | $0 | 0.00% | 0 | -2 | -100.0% | -$324 | 清仓 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | -11 | -100.0% | -$309 | 清仓 |
| VST | VISTRA CORP | $0 | 0.00% | 0 | -2 | -100.0% | -$301 | 清仓 |
| — | ATKORE INC | $0 | 0.00% | 0 | -5 | -100.0% | -$295 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -2 | -100.0% | -$294 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES | $0 | 0.00% | 0 | -2 | -100.0% | -$293 | 清仓 |
| KMB | KIMBERLY CLARK | $0 | 0.00% | 0 | -3 | -100.0% | -$289 | 清仓 |
| RCL | ROYAL CARIBBEAN | $0 | 0.00% | 0 | -1 | -100.0% | -$275 | 清仓 |
| — | THOMSON REUTERS | $0 | 0.00% | 0 | -3 | -100.0% | -$270 | 清仓 |
| PTEN | PATTERSON UTI | $0 | 0.00% | 0 | -23 | -100.0% | -$249 | 清仓 |
| TPG | TPG INC | $0 | 0.00% | 0 | -6 | -100.0% | -$243 | 清仓 |
| IBM | INTL BUSINESS | $0 | 0.00% | 0 | -1 | -100.0% | -$242 | 清仓 |
| XYZ | BLOCK INC | $0 | 0.00% | 0 | -4 | -100.0% | -$241 | 清仓 |
| SHOP | SHOPIFY INC | $0 | 0.00% | 0 | -2 | -100.0% | -$237 | 清仓 |
| UL | UNILEVER PLC | $0 | 0.00% | 0 | -4 | -100.0% | -$228 | 清仓 |
| CNXC | CONCENTRIX CORP | $0 | 0.00% | 0 | -8 | -100.0% | -$219 | 清仓 |
| PDD | PDD HOLDINGS | $0 | 0.00% | 0 | -2 | -100.0% | -$204 | 清仓 |
| DKS | DICKS SPORTING | $0 | 0.00% | 0 | -1 | -100.0% | -$198 | 清仓 |
| PGR | PROGRESSIVE CORP | $0 | 0.00% | 0 | -1 | -100.0% | -$198 | 清仓 |
| MTH | MERITAGE HOMES | $0 | 0.00% | 0 | -3 | -100.0% | -$186 | 清仓 |
| SBAC | SBA COMMUNICATIONS | $0 | 0.00% | 0 | -1 | -100.0% | -$172 | 清仓 |
| MPT | MEDICAL PROPERTIES | $0 | 0.00% | 0 | -35 | -100.0% | -$162 | 清仓 |
| SNOW | SNOWFLAKE INC | $0 | 0.00% | 0 | -1 | -100.0% | -$151 | 清仓 |
| CHKP | CHECK POINT | $0 | 0.00% | 0 | -1 | -100.0% | -$143 | 清仓 |
| HOOD | ROBINHOOD MARKETS | $0 | 0.00% | 0 | -2 | -100.0% | -$139 | 清仓 |
| — | BETTERWARE DE | $0 | 0.00% | 0 | -5 | -100.0% | -$84 | 清仓 |
| — | AMPLIFY TR | $0 | 0.00% | 0 | -1 | -100.0% | -$43 | 清仓 |
| LILA | LIBERTY LATIN | $8 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | GAMESTOP CORP | $9 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| — | REKOR SYSTEMS | $35 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| DJT | TRUMP MEDIA | $39 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS | $53 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE | $64 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| CLM | CORNERSTONE STRATEGIC | $83 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD TOTAL | $147 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| VITL | VITAL FARMS | $209 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB INTL | $222 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| CHTR | CHARTER COMMUNICATIONS | $284 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIRLINES | $375 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| PJT | PJT PARTNERS | $604 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| HUBS | HUBSPOT INC | $730 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD SMALL | $731 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES CORE | $788 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| GME | GAMESTOP CORP | $861 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| ICSH | ISHARES ULTRA | $910 | 0.00% | 18 | 18 | — | $910 | 新建仓 |
| HLN | HALEON PLC | $934 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| VIK | VIKING HOLDINGS | $1,047 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA | $1,175 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $1,495 | 0.00% | 4 | -2 | -33.3% | -$748 | 减仓 |
| NOC | NORTHROP GRUMMAN | $1,528 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| KNSL | KINSALE CAPITAL | $1,649 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY | $1,755 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR | $1,910 | 0.00% | 4 | -3 | -42.9% | -$1,432 | 减仓 |
| SCHB | SCHWAB US | $2,433 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA COMPANY | $3,456 | 0.00% | 43 | 39 | 975.0% | $3,135 | 加仓 |
| OTIS | OTIS WORLDWIDE | $3,580 | 0.00% | 50 | -100 | -66.7% | -$7,160 | 减仓 |
| PEG | PUBLIC SERVICE | $3,896 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC | $4,194 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| EPI | WISDOMTREE INDIA | $4,279 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK FDG | $4,808 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $5,110 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| BTC | GRAYSCALE BITCOIN | $5,190 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL | $5,375 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN | $5,493 | 0.00% | 165 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES MSCI | $5,512 | 0.00% | 67 | 67 | — | $5,512 | 新建仓 |
| NTRS | NORTHERN TRUST | $5,563 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| GTO | INVESCO TOTAL | $6,148 | 0.01% | 131 | 0 | 0.0% | — | 不变 |