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WMG Financial Advisors, LLC · 13F 持仓分析
期权收益计算器 机构排行

WMG Financial Advisors, LLC

No.6174 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.65亿
环比变动 Q1 2026
+$2,565.0万+10.7%
持仓股票数
105
新买入
16
加仓
24
减仓
55
清仓
11
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
A美国世纪ETF信托AVUS
24.44%23.26%$6,486.7万50.6万股$5,575.8万50.2万股+4,952股+0.99%加仓
AAvantis·U SAVUV
13.56%13.33%$3,597.7万28.8万股$3,194.4万28.9万股-797股-0.28%减仓
AVANTIS INTLNGG
6.73%6.95%$1,786.7万20.0万股$1,665.5万19.6万股+3,989股+2.03%加仓
EETF机会信托HECA
4.78%4.72%$1,269.7万46.5万股$1,132.3万39.2万股+7.3万股+18.58%加仓
A美国世纪ETF信托AVMV
4.14%4.29%$1,099.6万13.7万股$1,027.3万13.8万股-1,950股-1.41%减仓
AAvantis US Small Cap Value ETFAVDV
3.77%3.99%$1,000.3万9.7万股$957.6万9.6万股+1,176股+1.23%加仓
A美国世纪ETF信托AVEM
3.74%3.45%$993.7万10.3万股$827.8万10.3万股+255股+0.25%加仓
V先锋领航全球基金VGT
2.84%2.17%$754.4万6.3万股$520.3万7,457股+5.6万股+746.43%加仓
I景顺交易所交易基金IISPMO
2.8%1.92%$741.8万4.6万股$459.4万4.1万股+4,947股+12.07%加仓
苹果AAPL
2.57%2.64%$681.4万2.4万股$631.8万2.5万股-1,346股-5.41%减仓
EEA SERIES TRUSTBUXX
2.31%1.31%$612.6万30.3万股$314.2万15.5万股+14.7万股+95.02%加仓
英伟达NVDA
2.03%2.07%$538.8万2.7万股$497.3万2.9万股-1,583股-5.55%减仓
V先锋领航·TOTALBND
1.67%1.86%$442.5万6.0万股$445.6万6.1万股-233股-0.39%减仓
A美国世纪ETF信托AVLV
1.59%1.71%$421.3万4.6万股$409.4万5.1万股-4,599股-9.06%减仓
沃尔玛WMT
1.01%1.23%$268.7万2.4万股$296.0万2.4万股-90股-0.38%减仓
A美国世纪ETF信托AVRE
0.98%1.04%$258.8万5.5万股$250.2万5.7万股-2,221股-3.91%减仓
SSERIES PORTFOLIOS TRCLOX
0.82%0.96%$218.7万8.5万股$229.5万9.0万股-4,350股-4.85%减仓
AAT&TT
0.82%1.3%$217.4万10.5万股$311.5万10.7万股-2,441股-2.27%减仓
G通用动力VTI
0.82%0.77%$217.1万5,866股$184.8万5,761股+105股+1.82%加仓
微软MSFT
0.73%0.91%$194.2万5,206股$218.8万5,910股-704股-11.91%减仓
AAVANTIS CORE FIXED INCOME ETFAVIG
0.72%0.63%$192.2万4.6万股$151.5万3.6万股+9,946股+27.27%加仓
亚马逊AMZN
0.7%0.76%$185.7万7,792股$182.2万8,746股-954股-10.91%减仓
V先锋领航·TOTALBNDX
0.69%0.76%$182.7万3.8万股$182.6万3.8万股-281股-0.74%减仓
A美国世纪ETF信托AVGE
0.68%0.71%$181.0万1.8万股$170.3万1.9万股-1,082股-5.59%减仓
V先锋领航国际股票指数基金VT
0.63%$168.0万1.1万股$00股+1.1万股新买入
谷歌AGOOGL
0.52%0.52%$139.3万3,898股$125.8万4,375股-477股-10.90%减仓
V先锋领航STAR基金VXUS
0.5%0.52%$131.6万1.5万股$125.0万1.6万股-820股-5.06%减仓
A美国世纪ETF信托AVMC
0.49%0.49%$130.8万1.6万股$117.8万1.6万股00.00%持仓不变
IiShares比特币ETFIBIT
0.43%0.8%$113.3万3.4万股$191.7万5.0万股-1.6万股-31.78%减仓
REGIONS FINANCIAL NEW COMRF
0.4%0.39%$106.9万3.5万股$92.5万3.5万股-30股-0.08%减仓
博通AVGO
0.37%0.4%$98.9万2,618股$96.7万3,124股-506股-16.20%减仓
CrowdStrikeCRWD
0.36%0.2%$96.8万1,269股$47.9万1,227股+42股+3.42%加仓
WWISDOMTREE ARTIFICIAL INTELLIGENCE AND INNOVATION FUNDWTAI
0.36%0.19%$96.5万2.0万股$45.5万1.6万股+4,200股+26.03%加仓
伯克希尔哈撒韦BRK.B
0.36%0.42%$95.3万1,905股$99.9万2,084股-179股-8.59%减仓
摩根大通JPM
0.34%0.35%$90.7万2,771股$84.8万2,884股-113股-3.92%减仓
SSpaceXSPCX
0.33%$88.1万5,157股$00股+5,157股新买入
埃克森美孚XOM
0.32%0.44%$84.8万6,204股$106.5万6,274股-70股-1.12%减仓
DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI
0.32%0.33%$84.1万2.0万股$79.9万2.1万股-119股-0.58%减仓
AALPS ETF信托AMLP
0.32%0.39%$83.8万1.6万股$93.5万1.8万股-1,600股-9.01%减仓
保德信金融PRU
0.31%0.32%$81.9万7,591股$77.2万7,905股-314股-3.97%减仓
G高盛·PHYSICAL GOLDAAAU
0.29%$78.0万2.0万股$00股+2.0万股新买入
SSPDR黄金信托GLD
0.29%1.99%$75.7万2,056股$477.2万1.1万股-9,034股-81.46%减仓
Meta平台META
0.28%0.3%$73.7万1,309股$71.6万1,251股+58股+4.64%加仓
HHEDGEYE FOURTH TURNING ETFHEFT
0.28%0.26%$73.1万2.8万股$62.8万2.4万股+4,000股+16.97%加仓
南方电力SO
0.26%0.29%$69.0万7,213股$68.6万7,106股+107股+1.51%加仓
PPURECYCLE TECHNOLOGIESPCT
0.24%0.17%$62.9万7.8万股$41.1万7.9万股-1,600股-2.02%减仓
RRBB FDTBIL
0.23%0.27%$61.6万1.2万股$64.1万1.3万股-500股-3.89%减仓
礼来LLY
0.22%0.2%$58.1万484股$47.8万520股-36股-6.92%减仓
ShopifySHOP
0.22%0.38%$57.9万5,068股$90.1万7,594股-2,526股-33.26%减仓
S嘉信·U.S. LARGE-CAP VALUE ETFSCHV
0.21%0.21%$55.6万1.6万股$50.4万1.7万股-531股-3.22%减仓

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