13FBOX
Tulsa Wealth Advisors, INC · 13F 持仓分析
期权收益计算器 机构排行

Tulsa Wealth Advisors, INC

No.3444 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$7.10亿
环比变动 Q1 2026
+$1.40亿+24.5%
持仓股票数
166
新买入
20
加仓
79
减仓
57
清仓
4
持股不变
10
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ITOT
8.94%9.86%$6,346.0万38.6万股$5,624.0万39.5万股-8,544股-2.16%减仓
B贝莱德ETF信托DYNF
7.7%8.2%$5,467.5万80.4万股$4,679.4万80.4万股-379股-0.05%减仓
I景顺·S&PSPHQ
7.45%9.92%$5,290.2万58.7万股$5,660.6万75.3万股-16.6万股-22.01%减仓
A美国世纪ETF信托AVLV
6.12%5.77%$4,346.4万47.7万股$3,291.2万40.8万股+6.8万股+16.71%加仓
FFEDERATED HERMES MDT LARGE CAP CORE ETFFLCC
4.58%$3,253.5万92.6万股$00股+92.6万股新买入
V先锋领航指数基金VUG
4.45%4.26%$3,158.7万36.7万股$2,429.8万5.6万股+31.1万股+559.18%加仓
TTOUCHSTONE ETF TRUSTTDI
3.62%$2,573.1万57.3万股$00股+57.3万股新买入
IiShares安硕·7-10YRIEF
3.53%4.17%$2,508.8万26.5万股$2,378.9万24.9万股+1.6万股+6.43%加仓
AAB DISRUPTORS ETFFWD
3.01%$2,139.2万14.4万股$00股+14.4万股新买入
I景顺交易所交易基金信托XLG
2.82%4.41%$2,000.6万32.7万股$2,514.7万46.1万股-13.4万股-29.12%减仓
IiShares安硕·CURRENCY HEDGED MSCI EAFE ETFHEFA
2.74%3.18%$1,948.8万41.5万股$1,814.9万42.7万股-1.2万股-2.76%减仓
博通AVGO
2.49%2.55%$1,766.5万4.7万股$1,455.7万4.7万股-268股-0.57%减仓
苹果AAPL
2.38%2.39%$1,687.7万5.8万股$1,362.8万5.4万股+4,626股+8.61%加仓
SSPDR标普500 ETFSPY
2.06%2.32%$1,460.2万2.0万股$1,320.9万2.0万股-758股-3.73%减仓
摩根大通JPM
2.01%2.22%$1,424.2万4.4万股$1,266.4万4.3万股+458股+1.06%加仓
微软MSFT
1.74%1.99%$1,235.1万3.3万股$1,133.6万3.1万股+2,487股+8.12%加仓
沃尔玛WMT
1.55%2.01%$1,099.3万9.7万股$1,147.4万9.2万股+4,734股+5.13%加仓
伊顿ETN
1.54%1.6%$1,092.3万2.6万股$914.8万2.6万股+56股+0.22%加仓
摩托罗拉解决方案MSI
1.27%1.59%$901.8万2.2万股$907.1万2.1万股+814股+3.89%加仓
马拉松石油MPC
1.19%1.46%$844.2万3.3万股$834.3万3.4万股-1,149股-3.36%减仓
ANALOG DEVICES COMADI
1.07%1.08%$757.6万1.9万股$615.4万1.9万股-271股-1.40%减仓
VVanEck Russia ETFBBH
0.98%1.12%$699.1万6.7万股$639.1万6.6万股+1,154股+1.75%加仓
家得宝HD
0.96%1.06%$684.6万1.9万股$602.4万1.8万股+1,095股+5.98%加仓
强生JNJ
0.9%1.06%$639.4万2.5万股$602.9万2.5万股+513股+2.08%加仓
谷歌AGOOGL
0.85%0.85%$600.8万1.7万股$487.7万1.7万股-148股-0.87%减仓
CHUBB LIMITEDCB
0.83%0.96%$592.4万1.7万股$545.3万1.7万股+654股+3.91%加仓
江森自控JCI
0.79%0.89%$560.2万3.8万股$507.5万3.9万股-413股-1.07%减仓
达登饭店DRI
0.71%0.82%$507.3万2.5万股$469.5万2.4万股+678股+2.83%加仓
艾伯维ABBV
0.69%0.69%$487.0万1.9万股$395.0万1.8万股+1,191股+6.56%加仓
芝加哥商品交易所CME
0.64%1.04%$454.8万2.1万股$592.2万2.0万股+544股+2.71%加仓
空气化工APD
0.63%0.75%$449.6万1.5万股$428.4万1.5万股+587股+3.98%加仓
AAMPLIFY ETF TRDIVO
0.62%0.76%$439.8万9.6万股$430.9万9.6万股+162股+0.17%加仓
REALTY INCOME COMO
0.59%0.68%$421.4万6.8万股$387.2万6.3万股+4,727股+7.47%加仓
亚马逊AMZN
0.59%0.66%$420.4万1.8万股$373.9万1.8万股-317股-1.77%减仓
AMD超威AMD
0.58%0.28%$409.0万7,040股$159.8万7,855股-815股-10.38%减仓
康明斯CMI
0.56%0.54%$396.4万5,557股$305.2万5,673股-116股-2.04%减仓
VVictory Portfolios Ii Victoryshares Short-Term Bond EtfUSTB
0.54%0.66%$382.6万7.6万股$377.5万7.5万股+947股+1.27%加仓
F富兰克林·INCOME FOCUS ETFINCM
0.54%0.71%$382.4万13.3万股$405.5万14.1万股-8,513股-6.04%减仓
威瑞森VZ
0.51%0.64%$364.3万8.6万股$362.5万7.2万股+1.4万股+19.16%加仓
VisaV
0.5%0.56%$358.1万1.0万股$316.7万1.0万股-38股-0.36%减仓
联合太平洋铁路UNP
0.5%0.55%$357.2万1.3万股$312.4万1.3万股+255股+1.98%加仓
NNORTHERN LTS FD TR IVPTL
0.48%0.48%$342.7万1.2万股$273.2万1.1万股+1,077股+9.88%加仓
联合健康UNH
0.47%0.33%$336.3万8,090股$190.6万7,042股+1,048股+14.88%加仓
特灵科技TT
0.46%0.51%$325.4万6,626股$292.8万7,026股-400股-5.69%减仓
N新纪元能源NEE
0.44%0.56%$309.5万3.5万股$317.2万3.4万股+1,106股+3.24%加仓
WELLS FARGO NEWWFC
0.42%0.36%$297.3万3.6万股$206.5万2.6万股+1.0万股+38.65%加仓
Meta平台META
0.4%0.47%$281.0万4,988股$267.9万4,683股+305股+6.51%加仓
F第一信托·UST DORSEY WRIGHT FOCUS 5 ETFFV
0.36%0.36%$258.0万3.4万股$208.1万3.4万股-431股-1.25%减仓
EntergyETR
0.36%0.41%$253.2万2.2万股$235.1万2.1万股+1,115股+5.33%加仓
SERVICE INTLSCI
0.3%$211.1万2.8万股$00股+2.8万股新买入

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