13FBOX
Stillwater Wealth Management Group · 13F 持仓分析
期权收益计算器 机构排行

Stillwater Wealth Management Group

No.7879 数据截至 2026Q1
最新持仓市值 (Q1 2026)
$1.62亿
环比变动 Q4 2025
+$1,431.7万+9.7%
持仓股票数
77
新买入
6
加仓
56
减仓
9
清仓
2
持股不变
6
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q1 2026 市值Q1 2026 股数上季度市值上季度股数股数变动操作
苹果AAPL
4.15%4.84%$671.0万2.6万股$713.3万2.6万股+203股+0.77%加仓
AAMPLIFY ETF TRDIVO
3.86%3.52%$624.0万13.9万股$519.1万11.7万股+2.2万股+19.27%加仓
IiShares安硕信托DGRO
3.57%3.5%$577.6万8.2万股$516.4万7.4万股+7,906股+10.63%加仓
IiShares安硕·MSCIQUAL
3.51%3.46%$567.9万3.0万股$509.7万2.6万股+3,946股+15.38%加仓
博通AVGO
3.23%3.68%$522.8万1.7万股$542.9万1.6万股+1,205股+7.68%加仓
好市多COST
3.2%2.88%$517.5万5,193股$424.1万4,918股+275股+5.59%加仓
I景顺QQQ信托VOO
3.17%3.3%$512.3万8,876股$487.3万7,932股+944股+11.90%加仓
PPacer·METAURUS US LARGE CAP DIVIDEND MULTIPLIER 400 ETFQDPL
3.12%3.87%$504.9万12.6万股$570.8万13.4万股-8,600股-6.40%减仓
英伟达NVDA
3.07%3.41%$497.4万2.9万股$503.0万2.7万股+1,550股+5.75%加仓
礼来LLY
2.95%3.71%$477.3万5,189股$547.1万5,091股+98股+1.92%加仓
沃尔玛WMT
2.91%2.79%$470.6万3.8万股$412.0万3.7万股+889股+2.40%加仓
AAlphabet Inc Class CGOOG
2.84%3.36%$459.0万1.6万股$495.7万1.6万股+206股+1.30%加仓
摩根大通JPM
2.83%3.3%$457.3万1.6万股$486.6万1.5万股+446股+2.95%加仓
埃克森美孚XOM
2.81%1.95%$455.4万2.7万股$287.1万2.4万股+2,982股+12.50%加仓
S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX
2.7%1.83%$436.8万15.7万股$269.3万9.9万股+5.8万股+58.48%加仓
艾伯维ABBV
2.58%2.87%$417.6万1.9万股$422.7万1.9万股+700股+3.78%加仓
微软MSFT
2.55%3.51%$413.2万1.1万股$518.1万1.1万股+449股+4.19%加仓
亚马逊AMZN
2.53%2.88%$409.0万2.0万股$425.3万1.8万股+1,211股+6.57%加仓
WASTE MGMT DELWM
2.38%2.43%$385.0万1.7万股$357.9万1.6万股+462股+2.84%加仓
TJXTJX
2.34%2.41%$379.0万2.4万股$355.2万2.3万股+608股+2.63%加仓
麦当劳MCD
2.22%2.27%$359.9万1.2万股$334.1万1.1万股+648股+5.93%加仓
PPacer基金信托COWZ
1.81%1.43%$292.5万4.7万股$210.3万3.5万股+1.2万股+33.79%加仓
洛克希德马丁LMT
1.78%1.43%$287.7万4,760股$211.5万4,373股+387股+8.85%加仓
J摩根大通交易所交易基金JEPQ
1.69%1.74%$273.2万4.9万股$256.9万4.4万股+5,005股+11.32%加仓
VisaV
1.68%2.43%$272.4万9,012股$358.2万1.0万股-1,201股-11.76%减仓
史赛克SYK
1.62%1.84%$262.4万7,986股$271.6万7,728股+258股+3.34%加仓
AMGEN COMAMGN
1.59%1.49%$256.6万7,292股$220.1万6,724股+568股+8.45%加仓
可口可乐KO
1.5%1.46%$242.9万3.2万股$214.9万3.1万股+1,203股+3.91%加仓
卡特彼勒CAT
1.4%1.05%$226.3万3,194股$155.4万2,713股+481股+17.73%加仓
V先锋领航指数基金VOO
1.39%1.24%$225.0万3,765股$183.5万2,927股+838股+28.63%加仓
高盛GS
1.36%0.9%$219.2万2,591股$132.9万1,512股+1,079股+71.36%加仓
CHUBB LIMITEDCB
1.35%1.22%$218.5万6,704股$179.2万5,741股+963股+16.77%加仓
雷神技术RTX
1.35%1.01%$218.2万1.1万股$148.2万8,081股+3,229股+39.96%加仓
家得宝HD
1.33%1.98%$215.2万6,545股$292.6万8,504股-1,959股-23.04%减仓
伯克希尔哈撒韦BRK.B
1.32%1.43%$213.2万4,450股$210.4万4,185股+265股+6.33%加仓
Meta平台META
1.03%0.41%$167.1万2,920股$60.7万919股+2,001股+217.74%加仓
PProShares信托ISPY
1.01%0.93%$163.6万3.8万股$137.5万3.0万股+7,625股+25.31%加仓
ALTRIAMO
0.92%0.75%$149.0万2.3万股$111.3万1.9万股+3,290股+17.05%加仓
AALPS ETF信托AMLP
0.92%0.45%$148.5万2.8万股$66.9万1.4万股+1.4万股+98.17%加仓
威瑞森VZ
0.75%0.5%$120.8万2.4万股$73.3万1.8万股+6,075股+33.77%加仓
IiShares安硕·U.S. TECHNOLOGY ETFIYW
0.69%0.79%$112.1万6,180股$116.8万5,850股+330股+5.64%加仓
FFT CBOE VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETFKNG
0.68%0.75%$110.6万2.3万股$111.2万2.3万股+75股+0.33%加仓
F第一信托交易所交易基金FTCS
0.59%0.63%$96.0万1.0万股$92.8万1.0万股+321股+3.20%加仓
谷歌AGOOGL
0.59%0.52%$95.0万3,305股$77.1万2,463股+842股+34.19%加仓
N新纪元能源NEE
0.57%$91.5万9,847股$00股+9,847股新买入
S嘉信策略信托SCHD
0.49%0.23%$79.7万2.6万股$33.7万1.2万股+1.4万股+111.55%加仓
G高盛ETF信托GINC
0.47%$76.5万1.5万股$00股+1.5万股新买入
NORTHROP GRUMMAN COMNOC
0.47%0.43%$76.4万1,120股$63.9万1,120股00.00%持仓不变
SSPDR标普500 ETFSPY
0.43%0.41%$70.2万1,079股$59.9万878股+201股+22.89%加仓
辉瑞PFE
0.41%0.24%$65.8万2.3万股$34.9万1.4万股+9,395股+66.94%加仓

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