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TradeWell Securities, LLC. · 13F 持仓分析
期权收益计算器 机构排行

TradeWell Securities, LLC.

No.5998 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.80亿
环比变动 Q1 2026
+$4,290.2万+18.1%
持仓股票数
52
新买入
4
加仓
31
减仓
14
清仓
2
持股不变
3
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Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
V先锋领航指数基金VOO
26.82%27.11%$7,513.0万10.9万股$6,430.8万10.8万股+1,687股+1.57%加仓
苹果AAPL
15.5%16.5%$4,342.5万15.0万股$3,913.8万15.3万股-3,276股-2.14%减仓
SSPDR行业精选信托XLK
10.51%8.89%$2,943.3万15.4万股$2,108.8万15.8万股-4,006股-2.53%减仓
英伟达NVDA
7.27%7.69%$2,037.1万10.2万股$1,824.0万10.5万股-2,707股-2.59%减仓
F第一信托交易所交易基金FYC
3.64%3.25%$1,019.9万7.7万股$771.8万7.0万股+6,195股+8.81%加仓
F第一信托交易所交易基金FXO
3.6%3.53%$1,007.8万16.1万股$837.5万14.9万股+1.2万股+8.07%加仓
Meta平台META
3.32%3.94%$930.6万1.7万股$934.6万1.6万股+142股+0.87%加仓
IiShares安硕信托IVV
3.14%3.31%$878.9万1.2万股$785.1万1.2万股-283股-2.35%减仓
亚马逊AMZN
2.76%2.9%$773.1万3.2万股$686.9万3.3万股-638股-1.93%减仓
FFIRST TRUST NASDAQ BANK ETFFTXO
2.32%2.56%$648.6万15.7万股$608.3万16.8万股-1.1万股-6.69%减仓
纽柯钢铁NUE
2.1%1.91%$589.2万2.6万股$453.4万2.7万股-436股-1.62%减仓
AAlphabet Inc Class CGOOG
1.75%1.67%$489.0万1.4万股$397.1万1.4万股-91股-0.65%减仓
F第一信托·UST DORSEY WRIGHT FOCUS 5 ETFFV
1.46%1.47%$410.2万5.4万股$348.1万5.6万股-2,360股-4.18%减仓
微软MSFT
1.46%1.57%$409.6万1.1万股$372.8万1.0万股+827股+8.14%加仓
摩根大通JPM
1.43%1.52%$399.5万1.2万股$360.0万1.2万股-35股-0.29%减仓
F第一信托·USTQTEC
1.23%0.93%$345.5万1.0万股$221.8万1.0万股+39股+0.38%加仓
艾伯维ABBV
0.9%0.88%$253.0万1.0万股$209.7万9,640股+412股+4.27%加仓
钢铁动力STLD
0.88%0.51%$247.6万1.1万股$119.8万6,658股+4,132股+62.06%加仓
F第一信托·USTFDN
0.83%0.8%$231.3万8,739股$190.1万8,139股+600股+7.37%加仓
F第一信托交易所交易基金FXD
0.8%0.81%$224.7万3.2万股$191.7万3.0万股+2,473股+8.24%加仓
F第一信托交易所交易基金FPX
0.66%0.49%$184.4万9,616股$116.9万7,283股+2,333股+32.03%加仓
PPGIM ULTRAPULS
0.65%0.71%$183.4万3.7万股$168.7万3.4万股+3,034股+8.93%加仓
AANGEL OAK ULTRASHORT INCOME ETFUYLD
0.65%0.7%$182.1万3.6万股$166.5万3.3万股+3,166股+9.73%加仓
FFIDELITY LOW DURATION BOND FACTOR ETFFLDR
0.64%0.7%$180.5万3.6万股$165.9万3.3万股+2,865股+8.64%加仓
SSPDR行业精选信托XLRE
0.62%0.66%$173.3万4.3万股$156.5万3.9万股+4,022股+10.31%加仓
EETFIS SER TR IPFFA
0.6%0.64%$168.5万8.2万股$151.8万7.4万股+7,576股+10.19%加仓
IINNOVATOR DEFINED WEALTH SHLD ETFBALT
0.49%0.45%$135.9万4.0万股$107.0万3.2万股+7,675股+23.99%加仓
谷歌AGOOGL
0.31%0.29%$85.7万2,398股$68.4万2,379股+19股+0.80%加仓
特斯拉TSLA
0.28%0.29%$77.8万1,850股$68.7万1,848股+2股+0.11%加仓
S嘉信策略信托SCHR
0.25%0.17%$69.9万2.8万股$40.0万1.6万股+1.2万股+76.41%加仓
美国运通AXP
0.22%0.24%$62.7万1,853股$55.9万1,847股+6股+0.32%加仓
英特尔INTC
0.22%$62.5万4,474股$00股+4,474股新买入
埃克森美孚XOM
0.2%0.3%$56.4万4,125股$70.9万4,179股-54股-1.29%减仓
伯克希尔哈撒韦BRK.B
0.2%0.21%$56.1万1,121股$50.4万1,051股+70股+6.66%加仓
F第一信托交易所交易基金FTCB
0.2%0.14%$55.7万2.7万股$32.5万1.6万股+1.1万股+72.24%加仓
卡特彼勒CAT
0.18%0.17%$50.2万471股$40.6万573股-102股-17.80%减仓
FFIRST TRUST NASDAQ SEMICONDUCTOR ETFFTXL
0.18%0.13%$50.1万1,758股$30.9万2,098股-340股-16.21%减仓
KROGER COMKR
0.16%0.25%$45.7万8,235股$59.3万8,195股+40股+0.49%加仓
F第一信托·UST LOW DURATION OPPORTUNITIES ETFLMBS
0.16%0.18%$43.6万8,750股$41.6万8,356股+394股+4.72%加仓
强生JNJ
0.14%0.16%$38.9万1,531股$36.8万1,507股+24股+1.59%加仓
F第一信托·UST INDUSTRIALS/PRODUCER DURABLES ALPHADEX FUNDFXR
0.14%0.27%$38.2万4,194股$63.8万7,814股-3,620股-46.33%减仓
FFirst Trust Technology Alphadex Fund EtfFXL
0.13%0.12%$37.4万1,722股$27.4万1,722股00.00%持仓不变
SSPDR标普500 ETFSPY
0.13%0.13%$36.6万490股$31.0万476股+14股+2.94%加仓
GE航空GE
0.13%0.11%$35.1万938股$26.6万937股+1股+0.11%加仓
IIBMIBM
0.1%0.1%$29.1万1,034股$24.7万1,018股+16股+1.57%加仓
摩托罗拉解决方案MSI
0.1%0.13%$28.6万689股$29.9万689股00.00%持仓不变
联合健康UNH
0.1%$28.3万681股$00股+681股新买入
AMD超威AMD
0.1%$28.2万486股$00股+486股新买入
SSPDR黄金信托GLD
0.09%0.12%$26.2万712股$29.5万685股+27股+3.94%加仓
Truist金融TFC
0.09%0.1%$25.8万5,176股$23.7万5,145股+31股+0.60%加仓

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