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

Wealth Intelligence, LLC

No.6888 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.15亿
环比变动 Q1 2026
+$732.5万+3.5%
持仓股票数
59
新买入
1
加仓
36
减仓
19
清仓
0
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
LOWES COS COMLOW
30.9%34.28%$6,651.8万30.2万股$7,128.1万30.2万股+3股+0.00%加仓
F第一信托交易所交易基金FTCB
8.67%9.5%$1,866.6万89.5万股$1,974.8万94.2万股-4.7万股-5.00%减仓
VANECK PREFERRED SECURITIES EX FINANCIALSETFPFXF
4.53%4.59%$975.4万54.7万股$954.2万54.4万股+2,750股+0.51%加仓
I景顺·ACTIVELY MANAGED EXCGSY
4.39%3.33%$944.6万18.8万股$692.6万13.8万股+5.0万股+36.30%加仓
苹果AAPL
3.53%3.22%$760.7万2.6万股$669.8万2.6万股-99股-0.38%减仓
博通AVGO
3.16%2.68%$680.3万1.8万股$557.2万1.8万股+6股+0.03%加仓
EETF SER SOLUTIONS AAM SAWGRASSSAWS
2.78%2.31%$598.7万23.0万股$480.4万22.6万股+3,847股+1.70%加仓
伊顿ETN
2.33%2%$501.2万1.2万股$415.0万1.2万股+160股+1.38%加仓
摩根大通JPM
2.15%1.98%$462.3万1.4万股$412.5万1.4万股+99股+0.71%加仓
马拉松石油MPC
2.08%2.1%$448.2万1.8万股$436.3万1.8万股-340股-1.90%减仓
江森自控JCI
1.84%1.75%$395.2万2.7万股$363.6万2.8万股-719股-2.59%减仓
微软MSFT
1.74%1.65%$374.4万1.0万股$342.1万9,243股+794股+8.59%加仓
联合太平洋铁路UNP
1.49%1.37%$320.6万1.2万股$284.8万1.2万股+49股+0.42%加仓
谷歌AGOOGL
1.47%1.2%$316.9万8,868股$248.5万8,643股+225股+2.60%加仓
CHUBB LIMITEDCB
1.34%1.37%$289.4万8,493股$285.2万8,750股-257股-2.94%减仓
CVS健康CVS
1.31%0.92%$281.4万2.7万股$192.3万2.7万股+428股+1.60%加仓
亚马逊AMZN
1.25%1.09%$268.3万1.1万股$227.3万1.1万股+346股+3.17%加仓
I景顺·ACTIVELY MANAGED EXCEFAA
1.17%1.1%$252.0万4.5万股$229.2万4.3万股+1,729股+3.98%加仓
芝加哥商品交易所CME
1.12%1.53%$241.2万1.1万股$317.7万1.1万股+167股+1.55%加仓
南方电力SO
1.11%1.31%$238.1万2.5万股$273.4万2.8万股-3,450股-12.18%减仓
VisaV
1.07%0.95%$229.8万6,698股$197.8万6,543股+155股+2.37%加仓
康明斯CMI
1.01%0.78%$216.5万3,036股$162.6万3,022股+14股+0.46%加仓
AFLAC COMAFL
1%0.97%$215.0万1.8万股$201.2万1.8万股00.00%持仓不变
艾伯维ABBV
0.96%0.84%$206.2万8,194股$174.0万7,999股+195股+2.44%加仓
强生JNJ
0.9%0.89%$193.8万7,630股$185.0万7,567股+63股+0.83%加仓
威瑞森VZ
0.9%1.17%$192.7万4.6万股$243.3万4.8万股-2,955股-6.10%减仓
ANALOG DEVICES COMADI
0.83%0.74%$177.7万4,473股$154.7万4,862股-389股-8.00%减仓
摩托罗拉解决方案MSI
0.82%0.97%$176.8万4,257股$201.5万4,643股-386股-8.31%减仓
英伟达NVDA
0.78%0.7%$167.8万8,384股$144.7万8,296股+88股+1.06%加仓
家得宝HD
0.76%1.19%$164.2万4,656股$248.3万7,549股-2,893股-38.32%减仓
AMD超威AMD
0.76%0.28%$162.7万2,801股$57.4万2,823股-22股-0.78%减仓
沃尔玛WMT
0.74%0.83%$158.7万1.4万股$172.2万1.4万股+153股+1.10%加仓
伯克希尔哈撒韦BRK.A
0.7%0.69%$149.8万2股$143.6万2股00.00%持仓不变
洛克希德马丁LMT
0.68%0.68%$146.7万2,879股$141.5万2,341股+538股+22.98%加仓
CCAPITAL GROUP FIXED INCOME ETFRFCI
0.68%0.72%$145.8万6.5万股$149.4万6.7万股-1,473股-2.20%减仓
VANECK URANIUM AND NUCLEAR ETFNLR
0.61%0.72%$131.4万1.1万股$149.5万1.1万股+105股+0.94%加仓
联合健康UNH
0.56%0.29%$120.4万2,896股$61.2万2,260股+636股+28.14%加仓
联合包裹UPSUPS
0.56%0.59%$119.8万1.1万股$122.6万1.2万股-1,315股-10.55%减仓
I景顺·S&P 500 LOW VOLATILITY ETFSPLV
0.55%0.56%$118.6万1.6万股$116.3万1.6万股-69股-0.43%减仓
空气化工APD
0.55%0.56%$118.3万4,036股$117.2万4,036股00.00%持仓不变
PALO ALTOPANW
0.54%0.25%$116.1万3,405股$52.2万3,258股+147股+4.51%加仓
万事达MA
0.49%0.69%$105.2万2,049股$143.9万2,879股-830股-28.83%减仓
伯克希尔哈撒韦BRK.B
0.49%0.47%$105.0万2,098股$97.8万2,041股+57股+2.79%加仓
特灵科技TT
0.49%0.42%$104.5万2,128股$88.1万2,115股+13股+0.61%加仓
雷神技术RTX
0.42%0.44%$91.4万4,817股$90.9万4,711股+106股+2.25%加仓
GE VernovaGEV
0.4%0.41%$86.4万735股$85.6万981股-246股-25.08%减仓
卡特彼勒CAT
0.36%0.29%$77.3万726股$59.4万839股-113股-13.47%减仓
Meta平台META
0.35%0.36%$76.3万1,355股$75.8万1,324股+31股+2.34%加仓
VertivVRT
0.35%0.37%$74.4万2,221股$78.0万3,111股-890股-28.61%减仓
雅培ABT
0.34%0.37%$72.9万8,032股$77.2万7,523股+509股+6.77%加仓

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