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WINNACLE WEALTH LLC · 13F 持仓分析
期权收益计算器 机构排行

WINNACLE WEALTH LLC

No.8217 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.47亿
环比变动 Q1 2026
+$1,744.9万+13.5%
持仓股票数
137
新买入
15
加仓
44
减仓
76
清仓
1
持股不变
2
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
IiShares安硕信托SGOV
6.99%8.44%$1,027.5万10.2万股$1,093.5万10.9万股-6,563股-6.04%减仓
NNORTHERN LIGHTS FD TRSFLR
6.28%6.64%$923.3万23.9万股$860.4万24.3万股-3,669股-1.51%减仓
FFIRST TR EXCHNG TRADED FD VIII FT VEST US EQTDJUL
3.56%3.89%$523.8万10.4万股$504.6万10.8万股-3,518股-3.26%减仓
F第一信托交易所交易基金VIDSEP
3.55%3.85%$521.5万11.0万股$499.6万11.4万股-3,719股-3.27%减仓
FFIRST TR EXCHNG TRADED FD VIII FT VEST UQ EQTDOCT
3.48%3.79%$511.6万11.0万股$491.9万11.3万股-3,662股-3.23%减仓
F第一信托交易所交易基金VIDNOV
3.35%3.66%$492.3万9.6万股$474.7万9.9万股-3,219股-3.25%减仓
IINNOVATOR DEFINED WEALTH SHLD ETFBALT
3.08%3.52%$452.3万13.2万股$455.8万13.6万股-4,202股-3.09%减仓
IINNOVATOR ETFS TRUST U.S. SMALL CAP MANAGED FLOOR ETFRFLR
2.57%2.62%$378.5万11.5万股$339.6万11.7万股-1,503股-1.28%减仓
美光科技MU
2.48%0.89%$364.3万3,156股$114.9万3,401股-245股-7.20%减仓
IINNOVATOR ETFS TRUST NASDAQ-100 MANAGED FLOOR ETFQFLR
2.43%2.55%$357.8万9.8万股$330.0万9.9万股-1,012股-1.02%减仓
FFLEXFLEX
1.61%0.79%$236.7万1.5万股$102.0万1.6万股-975股-6.26%减仓
VVanguard Wellington Fund Short-Term Tax Exempt Bond EtfVTES
1.46%1.27%$215.3万2.1万股$164.3万1.6万股+5,008股+30.83%加仓
IINNOVATOR ETFS TRUST INTL MAN FLO ETFIFLR
1.26%1.34%$185.2万3.5万股$173.2万3.4万股+536股+1.56%加仓
埃克森美孚XOM
1.14%1.61%$168.3万1.2万股$208.7万1.2万股+5股+0.04%加仓
G高盛ETF信托GINC
1.11%0.96%$163.9万2.8万股$124.5万2.5万股+2,472股+9.83%加仓
PALO ALTOPANW
1%0.56%$146.4万4,294股$72.4万4,516股-222股-4.92%减仓
G高盛ETF信托GINC
0.94%0.84%$138.0万2.5万股$108.5万2.2万股+3,145股+14.51%加仓
CCREDIT SUISSE NASSAU BRANCGLDI
0.9%1.03%$132.0万9,395股$133.9万8,063股+1,332股+16.52%加仓
IInnovator ETF信托XBFR
0.87%0.85%$127.3万4.8万股$110.3万4.5万股+2,859股+6.36%加仓
强生JNJ
0.85%0.96%$125.0万4,923股$124.8万5,107股-184股-3.60%减仓
FIRST TR ENHANCED EQUITY COMFFA
0.85%0.79%$124.6万5.4万股$102.4万4.7万股+6,792股+14.40%加仓
MONOLITHIC PWR SYSMPWR
0.84%0.8%$123.8万895股$103.5万947股-52股-5.49%减仓
ALTRIAMO
0.84%0.9%$123.4万1.7万股$116.7万1.8万股-523股-2.96%减仓
IInnovator ETF信托IBFR
0.82%0.85%$121.2万2.4万股$109.9万2.3万股+1,583股+7.01%加仓
CF INDSCF
0.82%1.19%$121.1万1.1万股$153.9万1.2万股-665股-5.61%减仓
FFT VEST RISING DIVIDEND ACHIEVERS TARGETRDVI
0.82%0.68%$121.0万4.1万股$88.0万3.4万股+6,717股+19.50%加仓
谷歌AGOOGL
0.8%0.74%$117.3万3,282股$96.5万3,355股-73股-2.18%减仓
英伟达NVDA
0.79%0.77%$116.5万5,820股$99.5万5,704股+116股+2.03%加仓
默沙东MRK
0.79%0.87%$115.8万9,010股$112.8万9,375股-365股-3.89%减仓
实耐宝SNA
0.78%0.83%$115.1万2,860股$107.4万2,956股-96股-3.25%减仓
V先锋领航指数基金VOO
0.77%0.42%$113.1万1,647股$54.8万917股+730股+79.61%加仓
美国合众银行USB
0.76%0.76%$111.8万1.9万股$98.9万1.9万股-512股-2.69%减仓
IINNOVATOR ETFS TRUST INNOVATOR NASDAQ-100 MNGD 10 BUF ETFNBFR
0.75%0.71%$109.8万4.0万股$92.3万3.8万股+2,283股+6.01%加仓
IInnovator ETF信托KBFR
0.74%0.7%$108.7万4.0万股$91.3万3.7万股+2,472股+6.66%加仓
特斯拉TSLA
0.73%0.44%$108.0万2,568股$57.6万1,548股+1,020股+65.89%加仓
GGILEAD SCIENCES COMGILD
0.72%0.93%$106.4万8,424股$120.0万8,611股-187股-2.17%减仓
高露洁CL
0.71%0.78%$105.0万1.1万股$101.0万1.2万股-401股-3.38%减仓
EOG资源EOG
0.71%0.95%$104.8万8,081股$123.3万8,528股-447股-5.24%减仓
ExelixisEXEL
0.71%0.65%$104.0万1.9万股$84.5万2.0万股-585股-2.97%减仓
博通AVGO
0.7%0.66%$103.0万2,725股$85.9万2,776股-51股-1.84%减仓
PULTEPHM
0.67%0.67%$98.1万7,153股$86.6万7,367股-214股-2.90%减仓
PRICE T ROWE COMTROW
0.66%0.62%$97.3万8,563股$80.2万8,896股-333股-3.74%减仓
NeurocrineNBIX
0.66%0.6%$97.1万5,759股$78.4万5,950股-191股-3.21%减仓
芝加哥期权交易所CBOE
0.66%0.9%$97.0万3,995股$116.9万4,159股-164股-3.94%减仓
United TherapeuticsUTHR
0.65%0.83%$96.2万1,776股$108.2万1,824股-48股-2.63%减仓
R拉夫劳伦RL
0.65%0.64%$95.1万2,369股$83.4万2,425股-56股-2.31%减仓
威瑞森VZ
0.65%0.92%$94.9万2.2万股$119.8万2.4万股-1,460股-6.12%减仓
金佰利KMB
0.64%0.66%$93.9万8,553股$85.6万8,870股-317股-3.57%减仓
ILLINOIS TOOLITW
0.64%0.72%$93.7万3,465股$92.8万3,567股-102股-2.86%减仓
SSIMPLIFY EXCHANGE TRADED FUNAGGH
0.61%0.41%$90.4万4.5万股$52.8万2.6万股+1.9万股+72.85%加仓

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