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Zinnia Wealth Advisory, LLC · 13F 持仓分析
期权收益计算器 机构排行

Zinnia Wealth Advisory, LLC

No.9163 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$9,806.1万
环比变动 Q1 2026
+$871.5万+9.8%
持仓股票数
97
新买入
13
加仓
37
减仓
46
清仓
12
持股不变
1
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
SSPDR道富系列信托BIL
16.15%1.51%$1,583.3万17.3万股$134.9万1.5万股+15.8万股+1,074.01%加仓
英伟达NVDA
5.71%5.56%$559.5万2.8万股$496.3万2.8万股-495股-1.74%减仓
I景顺QQQ信托VOO
4.58%7.29%$449.1万6,099股$651.6万1.1万股-5,191股-45.98%减仓
S道富SPMD
4.1%4.17%$402.2万6.0万股$372.4万6.3万股-3,359股-5.34%减仓
V先锋领航国际股票指数基金VGK
4.08%7.61%$400.0万4.5万股$679.7万8.2万股-3.7万股-45.22%减仓
SSSGA ACTIVE TRPRSD
4%0.35%$392.2万15.7万股$30.9万1.2万股+14.4万股+1,168.68%加仓
苹果AAPL
3.38%3.31%$331.7万1.1万股$295.6万1.2万股-185股-1.59%减仓
V先锋领航指数基金VTV
2.69%3.4%$263.5万1.2万股$303.7万1.5万股-3,386股-21.88%减仓
SSPDR黄金信托GLD
2.44%3.3%$239.4万6,500股$294.7万6,848股-348股-5.08%减仓
SSPDR道富指数基金SPEM
2.22%4.11%$217.9万4.2万股$367.3万7.8万股-3.6万股-46.25%减仓
S道富·EET SPDR PORTFOLIO SHORT TERM TREASURY ETFSPTS
1.88%3.65%$184.5万6.4万股$326.6万11.2万股-4.8万股-43.18%减仓
AMD超威AMD
1.87%0.75%$183.5万3,158股$67.2万3,303股-145股-4.39%减仓
卡特彼勒CAT
1.87%1.36%$183.4万1,722股$121.6万1,716股+6股+0.35%加仓
V先锋领航指数基金VUG
1.83%3.21%$179.1万2.1万股$286.9万6,569股+1.4万股+216.44%加仓
微软MSFT
1.8%1.99%$176.7万4,737股$177.5万4,794股-57股-1.19%减仓
亚马逊AMZN
1.62%1.59%$158.6万6,655股$141.9万6,812股-157股-2.30%减仓
S道富SPTI
1.52%3.02%$149.4万5.3万股$270.1万9.4万股-4.2万股-44.17%减仓
iShares安硕·MBSACGL
1.47%1.55%$143.7万1.5万股$138.8万1.5万股+580股+3.97%加仓
S道富SPSM
1.44%2.65%$141.3万2.4万股$236.4万4.9万股-2.4万股-49.92%减仓
沃尔玛WMT
1.42%1.85%$139.4万1.2万股$165.5万1.3万股-1,006股-7.56%减仓
特斯拉TSLA
1.36%1.33%$133.2万3,167股$119.1万3,204股-37股-1.15%减仓
SSPDR标普500 ETFSPY
1.18%0.46%$115.5万1,547股$40.7万626股+921股+147.12%加仓
F富兰克林邓普顿ETF信托FLJP
1.14%1.14%$112.2万2.8万股$102.1万2.8万股+15股+0.05%加仓
美光科技MU
0.98%0.29%$96.4万835股$26.0万770股+65股+8.44%加仓
家得宝HD
0.96%0.89%$94.1万2,667股$79.9万2,429股+238股+9.80%加仓
SSpdr Series Trust State Street Portfolio Short Term Corporate Bond EtfSPSB
0.93%1.86%$91.3万3.0万股$165.8万5.5万股-2.5万股-44.82%减仓
艾伯维ABBV
0.91%0.78%$89.2万3,544股$70.0万3,219股+325股+10.10%加仓
杜克能源DUK
0.81%1.07%$79.8万6,304股$95.3万7,276股-972股-13.36%减仓
VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK
0.78%0.72%$76.8万8,735股$64.2万1,747股+6,988股+400.00%加仓
谷歌AGOOGL
0.71%0.61%$70.1万1,961股$54.8万1,904股+57股+2.99%加仓
I景顺·ACTVELY MNGD ETC FDPDBC
0.71%0.84%$69.8万4.4万股$75.4万4.4万股+472股+1.08%加仓
V先锋领航指数基金VOO
0.69%0.66%$68.1万992股$58.9万985股+7股+0.71%加仓
AAlphabet Inc Class CGOOG
0.66%0.6%$64.6万1,828股$53.3万1,857股-29股-1.56%减仓
F富达·MSCI INFORMATION TECHNOLOGY INDEX ETFFTEC
0.64%0.52%$62.9万2,204股$46.1万2,216股-12股-0.54%减仓
科磊KLAC
0.62%0.33%$61.2万2,030股$29.9万203股+1,827股+900.00%加仓
IiShares安硕信托AGG
0.62%0.69%$61.1万6,173股$61.8万6,225股-52股-0.84%减仓
礼来LLY
0.6%0.54%$58.7万489股$48.0万521股-32股-6.14%减仓
ROYAL CARIBBEANRCL
0.59%0.58%$57.6万1,814股$52.0万1,889股-75股-3.97%减仓
宝洁PG
0.55%0.59%$54.3万3,700股$52.5万3,638股+62股+1.70%加仓
南方电力SO
0.55%0.65%$54.1万5,652股$58.4万6,046股-394股-6.52%减仓
SSPDR道富系列信托SPTL
0.53%1.02%$51.8万2.0万股$91.2万3.5万股-1.5万股-43.02%减仓
IiShares安硕信托TIP
0.53%1.03%$51.6万4,713股$92.1万8,349股-3,636股-43.55%减仓
麦当劳MCD
0.51%0.51%$49.9万1,845股$45.9万1,477股+368股+24.92%加仓
ALTRIAMO
0.49%0.5%$48.1万6,684股$44.8万6,792股-108股-1.59%减仓
S道富SPIB
0.49%0.97%$48.1万1.4万股$86.3万2.6万股-1.1万股-44.12%减仓
S道富SPHY
0.47%0.94%$45.9万2.0万股$83.8万3.6万股-1.6万股-45.56%减仓
摩根大通JPM
0.42%0.42%$41.4万1,265股$37.5万1,276股-11股-0.86%减仓
SSPDR SERIES TRUST STATE STREET S&P INSURANCE ETFKIE
0.41%0.41%$40.4万6,629股$36.8万6,683股-54股-0.81%减仓
德州仪器TXN
0.41%0.33%$40.2万1,348股$29.4万1,514股-166股-10.96%减仓
SSUNBELT RENTALS HOLDINGS INC SHSSUN
0.4%0.44%$39.0万5,771股$39.2万6,039股-268股-4.44%减仓

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