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Wealth Advisors of Tampa Bay, LLC · 13F 持仓分析
期权收益计算器 机构排行

Wealth Advisors of Tampa Bay, LLC

No.5487 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$3.27亿
环比变动 Q1 2026
+$2,456.9万+8.1%
持仓股票数
94
新买入
3
加仓
34
减仓
38
清仓
2
持股不变
19
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
康宁GLW
6.91%4.16%$2,257.8万8.8万股$1,258.7万9.3万股-4,180股-4.52%减仓
博通AVGO
6.55%5.7%$2,141.8万5.7万股$1,724.9万5.6万股+970股+1.74%加仓
微软MSFT
3.73%3.76%$1,220.5万3.3万股$1,136.8万3.1万股+2,010股+6.55%加仓
ANALOG DEVICES COMADI
3.5%3.04%$1,143.9万2.9万股$918.3万2.9万股-62股-0.21%减仓
苹果AAPL
3.43%3.31%$1,121.2万3.9万股$1,000.6万3.9万股-680股-1.72%减仓
谷歌AGOOGL
3.23%2.83%$1,055.9万3.0万股$854.6万3.0万股-173股-0.58%减仓
J摩根大通交易所交易基金JPLD
3.07%3.19%$1,002.6万19.2万股$965.2万18.5万股+7,177股+3.88%加仓
高盛GS
2.89%2.81%$944.6万9,340股$850.6万1.0万股-715股-7.11%减仓
沃尔玛WMT
2.76%3.27%$903.0万8.0万股$990.2万8.0万股+53股+0.07%加仓
B纽约梅隆银行BK
2.4%2.2%$785.4万5.4万股$664.4万5.6万股-1,698股-3.03%减仓
GGARMIN SHSGRMN
2.32%2.11%$758.9万3.2万股$637.1万2.7万股+4,490股+16.35%加仓
EntergyETR
2.31%2.46%$756.4万6.6万股$742.8万6.6万股-257股-0.39%减仓
J摩根大通·ULTRA-SHORT INCOME ETFJPST
2.3%3.9%$751.4万14.9万股$1,178.9万23.3万股-8.4万股-36.21%减仓
亚马逊AMZN
2.26%2.18%$737.8万3.1万股$657.8万3.2万股-629股-1.99%减仓
WASTE MGMT DELWM
2.16%2.36%$707.7万3.2万股$713.8万3.1万股+690股+2.22%加仓
思科CSCO
2.14%1.55%$700.6万6.0万股$467.4万6.0万股-600股-1.00%减仓
威瑞森VZ
1.9%2.45%$622.5万14.7万股$740.4万14.7万股-480股-0.33%减仓
PPNC FINL SVCS COMVXF
1.8%1.65%$587.1万2.4万股$497.4万2.4万股-60股-0.25%减仓
BBEST BUYBBY
1.73%1.58%$565.9万7.5万股$478.9万7.5万股-10股-0.01%减仓
AAT&TT
1.66%1.63%$542.3万26.2万股$492.6万17.0万股+9.2万股+54.15%加仓
麦当劳MCD
1.61%1.96%$526.4万1.9万股$591.8万1.9万股+432股+2.27%加仓
PPRINCIPAL EXCHANGE TRADED FDPSC
1.58%1.41%$516.1万7.4万股$425.8万7.4万股-686股-0.92%减仓
英伟达NVDA
1.56%1.43%$509.9万2.5万股$433.1万2.5万股+650股+2.62%加仓
雪佛龙CVX
1.54%1.97%$502.6万3.0万股$596.0万2.9万股+1,511股+5.25%加仓
洛克希德马丁LMT
1.5%1.55%$489.5万9,608股$469.6万7,769股+1,839股+23.67%加仓
家得宝HD
1.45%1.27%$474.0万1.3万股$384.4万1.2万股+1,750股+14.97%加仓
3M COMMMM
1.41%1.32%$462.6万2.9万股$400.4万2.8万股+999股+3.62%加仓
黑石集团BX
1.38%1.32%$450.7万3.8万股$398.1万3.5万股+3,681股+10.63%加仓
HHASBROHAS
1.36%1.67%$446.1万5.4万股$504.0万5.4万股+176股+0.33%加仓
JJPMORGAN HEDGED EQUITY LADDERED OVERLAY ETFHELO
1.33%1.33%$435.0万6.4万股$401.0万6.3万股+1,627股+2.59%加仓
百时美施贵宝BMY
1.33%1.45%$434.3万7.5万股$438.7万7.2万股+3,043股+4.21%加仓
雷神技术RTX
1.24%1.62%$406.3万2.1万股$489.8万2.5万股-3,975股-15.66%减仓
美敦力MDT
1.12%1.33%$365.9万4.7万股$403.1万4.7万股+246股+0.53%加仓
通用动力GD
1.04%1.07%$341.2万9,631股$323.0万9,411股+220股+2.34%加仓
ALBERTSONS COMPANIES INCACI
0.98%0.64%$320.1万23.7万股$194.0万11.4万股+12.3万股+107.80%加仓
优步UBER
0.92%1.01%$300.5万4.2万股$305.5万4.2万股-818股-1.93%减仓
IiShares安硕信托MXI
0.87%0.87%$285.6万2.7万股$263.4万2.5万股+2,187股+8.82%加仓
IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB
0.85%0.92%$277.3万5.3万股$278.1万5.3万股00.00%持仓不变
REALTY INCOME COMO
0.8%0.67%$262.4万4.2万股$202.9万3.3万股+9,196股+27.73%加仓
芝加哥期权交易所CBOE
0.79%1.1%$258.7万1.1万股$333.8万1.2万股-1,215股-10.23%减仓
S道富·EET MATERIALS SELECT SECTOR SPDR ETFXLB
0.75%0.82%$246.8万4.9万股$247.1万4.9万股-900股-1.82%减仓
VisaV
0.75%0.61%$244.0万7,113股$184.5万6,103股+1,010股+16.55%加仓
赛富时CRM
0.73%0.94%$239.9万1.5万股$284.8万1.5万股+59股+0.39%加仓
N新纪元能源NEE
0.7%0.81%$228.9万2.6万股$244.6万2.6万股-250股-0.95%减仓
Truist金融TFC
0.65%0.66%$211.4万4.2万股$198.3万4.3万股-702股-1.63%减仓
辉瑞PFE
0.62%0.85%$203.3万8.4万股$256.6万9.1万股-6,961股-7.62%减仓
ServiceNowNOW
0.6%0.69%$194.7万2.0万股$207.9万2.0万股-270股-1.36%减仓
COMCAST NEW CL ACMCSA
0.59%0.53%$191.3万7.8万股$160.9万5.6万股+2.2万股+39.04%加仓
第一资本COF
0.57%0.55%$186.8万9,313股$167.3万9,173股+140股+1.53%加仓
SPOTIFY TECHNOLOGY SHSSPOT
0.57%0.68%$184.9万4,027股$206.0万4,248股-221股-5.20%减仓

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