13FBOX
WILLNER & HELLER, LLC · 13F 持仓分析
期权收益计算器 机构排行

WILLNER & HELLER, LLC

No.7931 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.60亿
环比变动 Q1 2026
+$2,553.7万+19.0%
持仓股票数
165
新买入
11
加仓
90
减仓
55
清仓
7
持股不变
9
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
英伟达NVDA
5.39%5.78%$861.4万4.3万股$776.0万4.4万股-1,444股-3.25%减仓
F第一信托交易所交易基金RDVY
3.43%3.45%$548.1万6.8万股$462.8万6.8万股-158股-0.23%减仓
苹果AAPL
3.4%3.65%$543.8万1.9万股$490.1万1.9万股-518股-2.68%减仓
IiShares安硕·RUSSELLIWF
3.03%3.1%$484.6万3.9万股$416.1万9,759股+2.9万股+299.91%加仓
AMD超威AMD
3.03%1.53%$483.7万8,327股$204.8万1.0万股-1,741股-17.29%减仓
泛林集团LRCX
2.43%1.65%$387.9万8,951股$221.4万1.0万股-1,412股-13.63%减仓
微软MSFT
2.29%2.54%$366.0万9,813股$340.3万9,192股+621股+6.76%加仓
谷歌AGOOGL
2.29%2.21%$365.3万1.0万股$296.9万1.0万股-102股-0.99%减仓
应用材料AMAT
2.08%1.39%$332.1万4,593股$186.0万5,442股-849股-15.60%减仓
亚马逊AMZN
2.03%2.15%$324.4万1.4万股$289.0万1.4万股-266股-1.92%减仓
Arm控股ARM
2%1.4%$319.9万9,021股$187.8万1.2万股-3,392股-27.33%减仓
CATHAY GEN BANCORPCATY
1.63%1.56%$260.4万4.2万股$209.3万4.2万股+31股+0.07%加仓
F第一信托·UST ENHANCED SHORT MATURITY ETFFTSM
1.52%1.59%$242.7万4.1万股$213.3万3.6万股+4,951股+13.88%加仓
高盛GS
1.47%1.46%$234.9万2,323股$196.1万2,318股+5股+0.22%加仓
博通AVGO
1.44%1.44%$229.3万6,070股$192.6万6,222股-152股-2.44%减仓
伯克希尔哈撒韦BRK.B
1.36%1.7%$216.6万4,328股$227.6万4,749股-421股-8.87%减仓
I景顺QQQ信托VOO
1.26%1.19%$201.1万2,731股$159.5万2,764股-33股-1.19%减仓
VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK
1.26%1.24%$200.6万2.3万股$166.8万4,540股+1.8万股+402.56%加仓
摩根大通JPM
1.18%1.26%$188.6万5,762股$168.5万5,727股+35股+0.61%加仓
阿斯麦ASML
1.17%0.95%$187.0万940股$127.0万962股-22股-2.29%减仓
I景顺交易所交易基金信托PWV
1.06%1.15%$168.9万2.2万股$154.5万2.2万股+120股+0.54%加仓
IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP
1.05%1.13%$168.0万1.1万股$151.3万1.2万股-333股-2.82%减仓
IiShares安硕·U.S. TECHNOLOGY ETFIYW
1.01%0.88%$160.7万6,372股$117.7万6,490股-118股-1.82%减仓
IiShares安硕·S&P SMALL-CAP 600 GROWTH ETFIJT
1%0.97%$160.4万8,982股$129.8万8,968股+14股+0.16%加仓
S道富SLYG
0.98%0.95%$156.9万1.3万股$127.0万1.3万股+26股+0.20%加仓
飞塔FTNT
0.96%0.61%$152.7万9,940股$82.5万1.0万股-150股-1.49%减仓
艾伯维ABBV
0.92%0.94%$147.2万5,852股$126.3万5,809股+43股+0.74%加仓
直觉外科ISRG
0.87%1.16%$139.6万3,510股$156.0万3,385股+125股+3.69%加仓
V先锋领航指数基金VBK
0.86%0.85%$137.8万3,769股$113.8万3,766股+3股+0.08%加仓
帕兰提尔PLTR
0.84%1.24%$134.8万1.2万股$166.9万1.1万股+143股+1.25%加仓
BARRETT BUSINESS SVCSBBSI
0.84%0.82%$133.8万3.8万股$110.6万3.8万股-237股-0.63%减仓
DDimensional维度·U.S. TARGETED VALUE ETFDFAT
0.83%0.88%$132.2万1.9万股$117.8万1.9万股+41股+0.22%加仓
VisaV
0.83%0.88%$131.9万3,846股$117.6万3,891股-45股-1.16%减仓
F第一信托·EXCHANGE-TRADED ALPFAD
0.81%0.77%$130.0万6,502股$103.7万6,523股-21股-0.32%减仓
IiShares安硕·COREIJH
0.77%0.8%$122.7万1.6万股$107.2万1.6万股+38股+0.24%加仓
CrowdStrikeCRWD
0.77%0.5%$122.5万1,605股$67.7万1,733股-128股-7.39%减仓
JANUS SMALL CAP GROWTH ALPHA ETFSWK
0.76%0.74%$121.7万1.3万股$99.8万1.4万股-1,173股-8.23%减仓
F第一信托·EXCHANGE-TRADED ALPFYC
0.73%0.67%$115.8万9,093股$89.4万9,217股-124股-1.35%减仓
台积电TSM
0.71%0.6%$113.3万2,373股$80.1万2,370股+3股+0.13%加仓
礼来LLY
0.69%0.62%$110.0万917股$83.5万908股+9股+0.99%加仓
VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE
0.68%0.75%$108.5万5,491股$100.9万5,476股+15股+0.27%加仓
V先锋领航指数基金VUG
0.65%0.65%$103.6万1.2万股$87.4万2,002股+1.0万股+500.50%加仓
GGlobal X基金PAVE
0.65%0.65%$103.2万1.8万股$86.8万1.7万股+429股+2.51%加仓
EETF系列解决方案VUSE
0.63%0.65%$100.5万1.4万股$87.2万1.4万股+13股+0.09%加仓
沃尔玛WMT
0.62%0.79%$99.5万8,785股$105.8万8,511股+274股+3.22%加仓
默沙东MRK
0.62%0.68%$99.4万7,737股$91.8万7,634股+103股+1.35%加仓
AAPPLOVINAPP
0.61%0.56%$96.8万1,878股$75.0万1,884股-6股-0.32%减仓
IiShares安硕信托IMCG
0.6%0.57%$96.4万9,805股$77.1万9,794股+11股+0.11%加仓
SSPDR道富系列信托SPYG
0.6%0.6%$96.2万8,084股$80.0万8,174股-90股-1.10%减仓
V先锋领航·SPECIALIZED FUNDSVIG
0.59%0.66%$94.9万4,011股$89.1万4,144股-133股-3.21%减仓

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