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Widmann Financial Services, Inc. · 13F 持仓分析
期权收益计算器 机构排行

Widmann Financial Services, Inc.

No.7375 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.86亿
环比变动 Q1 2026
+$1,831.5万+10.9%
持仓股票数
123
新买入
7
加仓
45
减仓
47
清仓
5
持股不变
24
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IEFA
6.15%6.16%$1,146.7万11.9万股$1,036.5万11.4万股+4,239股+3.70%加仓
AAvantis·U SAVUV
5.29%5.11%$986.9万7.9万股$858.5万7.8万股+1,389股+1.79%加仓
IiShares安硕信托IWD
4.52%4.35%$841.9万3.5万股$731.6万3.4万股+489股+1.43%加仓
苹果AAPL
4.38%4.15%$816.6万2.8万股$697.5万2.7万股+738股+2.69%加仓
IiShares安硕·RUSSELLIWF
3.91%3.59%$730.0万5.9万股$603.2万1.4万股+4.5万股+315.55%加仓
微软MSFT
3.34%3.4%$622.9万1.7万股$571.1万1.5万股+1,270股+8.23%加仓
IiShares安硕信托EEM
3.23%3.09%$602.3万8.8万股$519.7万9.2万股-3,474股-3.80%减仓
IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP
2.78%2.62%$518.1万3.5万股$440.5万3.4万股+1,009股+2.93%加仓
IiShares安硕信托IWS
2.63%2.4%$490.3万3.0万股$403.5万2.8万股+2,103股+7.60%加仓
卡特彼勒CAT
2.46%1.84%$457.9万4,300股$309.9万4,375股-75股-1.71%减仓
埃克森美孚XOM
2.43%3.46%$452.2万3.3万股$582.6万3.4万股-1,263股-3.68%减仓
IIBMIBM
2.24%2.17%$417.6万1.5万股$365.0万1.5万股-208股-1.38%减仓
强生JNJ
2.04%2.21%$381.3万1.5万股$370.8万1.5万股-157股-1.03%减仓
IiShares安硕·RUSSELL 2000 GROWTH ETFIWO
1.9%1.72%$355.1万9,013股$289.0万9,208股-195股-2.12%减仓
雷神技术RTX
1.58%1.82%$294.1万1.6万股$305.9万1.6万股-354股-2.23%减仓
C资本集团股息价值CCBG
1.52%1.29%$284.2万5.8万股$217.3万5.1万股+6,577股+12.87%加仓
康宁GLW
1.48%0.8%$276.3万1.1万股$134.2万9,868股+950股+9.63%加仓
麦当劳MCD
1.44%1.83%$269.1万9,956股$308.4万9,924股+32股+0.32%加仓
家得宝HD
1.3%1.37%$242.5万6,875股$231.2万7,030股-155股-2.20%减仓
SSPDR标普500 ETFSPY
1.28%1.22%$239.2万3,204股$205.3万3,156股+48股+1.52%加仓
可口可乐KO
1.27%1.34%$237.1万2.9万股$225.5万3.0万股-469股-1.58%减仓
VANECK AGRIBUSINESS ETFMOO
1.26%1.45%$235.7万3.0万股$243.4万2.9万股+966股+3.35%加仓
艾伯维ABBV
1.19%1.14%$222.5万8,843股$192.3万8,843股00.00%持仓不变
宝洁PG
1.15%1.26%$213.6万1.5万股$211.2万1.5万股-55股-0.38%减仓
英伟达NVDA
1.13%1.28%$211.4万1.1万股$214.5万1.2万股-1,735股-14.11%减仓
C花旗集团C
1.12%1.02%$208.7万1.5万股$172.2万1.5万股-277股-1.82%减仓
MICROCHIP TECHNOLOGYMCHP
1.04%0.77%$193.4万2.1万股$129.2万2.0万股+1,214股+6.07%加仓
雪佛龙CVX
1.04%1.49%$193.2万1.2万股$250.0万1.2万股-428股-3.54%减仓
福特F
0.85%0.82%$157.7万11.3万股$137.1万11.9万股-5,300股-4.46%减仓
默沙东MRK
0.82%0.85%$152.0万1.2万股$142.3万1.2万股00.00%持仓不变
威瑞森VZ
0.81%1.12%$151.0万3.6万股$188.1万3.7万股-1,801股-4.81%减仓
IRON MTN DEL COMIRM
0.81%0.74%$150.6万1.2万股$123.8万1.2万股-200股-1.65%减仓
AAT&TT
0.78%1.2%$145.0万7.0万股$201.0万6.9万股+712股+1.03%加仓
杜克能源DUK
0.76%0.89%$142.4万1.1万股$149.2万1.1万股-149股-1.31%减仓
辉瑞PFE
0.75%0.92%$140.5万5.8万股$154.1万5.5万股+3,485股+6.35%加仓
固安捷GWW
0.73%0.66%$136.7万1,005股$111.8万1,025股-20股-1.95%减仓
RRBB FDTBIL
0.73%0.7%$136.1万2.7万股$118.2万2.4万股+3,600股+15.19%加仓
特斯拉TSLA
0.73%0.94%$135.8万3,228股$157.5万4,238股-1,010股-23.83%减仓
ALTRIAMO
0.7%0.76%$131.0万1.8万股$127.4万1.9万股-1,099股-5.69%减仓
江森自控JCI
0.69%0.69%$128.1万8,769股$115.5万8,818股-49股-0.56%减仓
礼来LLY
0.67%0.57%$124.5万1,038股$95.5万1,038股00.00%持仓不变
MAIN STR CAPMAIN
0.66%0.77%$123.8万2.4万股$128.8万2.4万股-467股-1.92%减仓
南方电力SO
0.65%0.73%$121.0万1.3万股$122.8万1.3万股-80股-0.63%减仓
CVS健康CVS
0.63%0.46%$116.6万1.1万股$77.4万1.1万股+500股+4.64%加仓
特灵科技TT
0.62%0.6%$115.9万2,361股$100.9万2,421股-60股-2.48%减仓
百事可乐PEP
0.61%0.77%$114.1万8,427股$130.2万8,387股+40股+0.48%加仓
应用材料AMAT
0.61%0.22%$113.2万1,565股$36.6万1,070股+495股+46.26%加仓
I景顺交易所交易基金IICGW
0.6%0.64%$112.8万1.7万股$107.1万1.7万股+417股+2.49%加仓
B巴里克黄金GOLD
0.6%0.77%$112.8万3.1万股$129.2万3.2万股-970股-3.06%减仓
PPG工业PPG
0.58%0.57%$108.4万8,939股$95.3万8,917股+22股+0.25%加仓

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