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Finer Wealth Management, Inc. · 13F 持仓分析
期权收益计算器 机构排行

Finer Wealth Management, Inc.

No.6746 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.24亿
环比变动 Q1 2026
+$2,436.9万+12.2%
持仓股票数
88
新买入
5
加仓
35
减仓
34
清仓
3
持股不变
14
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
苹果AAPL
8.6%8.7%$1,924.7万6.7万股$1,734.5万6.8万股-1,827股-2.67%减仓
英伟达NVDA
7.3%7.24%$1,633.0万8.2万股$1,443.5万8.3万股-1,157股-1.40%减仓
礼来LLY
6.75%6.08%$1,510.4万1.3万股$1,211.5万1.3万股-580股-4.40%减仓
AMD超威AMD
5.71%2.27%$1,276.8万2.2万股$453.1万2.2万股-292股-1.31%减仓
谷歌AGOOGL
5.56%5.16%$1,244.8万3.5万股$1,028.9万3.6万股-946股-2.64%减仓
微软MSFT
5.34%5.97%$1,196.0万3.2万股$1,190.4万3.2万股-97股-0.30%减仓
卡特彼勒CAT
4.67%3.54%$1,045.3万9,816股$705.5万9,959股-143股-1.44%减仓
亚马逊AMZN
4.66%4.63%$1,042.8万4.4万股$923.1万4.4万股-570股-1.29%减仓
Meta平台META
3.41%3.97%$762.5万1.4万股$792.1万1.4万股-309股-2.23%减仓
摩根大通JPM
3.12%3.12%$698.9万2.1万股$622.8万2.1万股+180股+0.85%加仓
默沙东MRK
2.61%2.74%$583.0万4.5万股$545.6万4.5万股+13股+0.03%加仓
沃尔玛WMT
2.46%3.06%$551.4万4.9万股$610.9万4.9万股-468股-0.95%减仓
台积电TSM
2.37%1.88%$530.8万1.1万股$374.8万1.1万股+26股+0.23%加仓
宝洁PG
1.76%1.89%$393.1万2.7万股$377.5万2.6万股+672股+2.57%加仓
埃克森美孚XOM
1.55%2.16%$347.0万2.5万股$430.5万2.5万股+7股+0.03%加仓
阿斯麦ASML
1.46%1.07%$327.7万1,647股$214.2万1,622股+25股+1.54%加仓
特斯拉TSLA
1.37%1.3%$306.4万7,284股$260.0万6,994股+290股+4.15%加仓
威瑞森VZ
1.35%1.75%$301.4万7.1万股$349.5万7.0万股+1,566股+2.25%加仓
嘉信理财SCHW
1.35%1.53%$301.4万3.3万股$304.7万3.2万股+246股+0.76%加仓
麦当劳MCD
1.31%1.67%$292.6万1.1万股$332.2万1.1万股+137股+1.28%加仓
AAT&TT
1.25%1.91%$280.7万13.6万股$381.8万13.2万股+3,899股+2.96%加仓
IiShares比特币ETFIBIT
1.23%1.38%$275.5万8.3万股$274.2万7.1万股+1.1万股+15.96%加仓
雪佛龙CVX
1.13%1.6%$253.9万1.5万股$319.1万1.5万股-107股-0.69%减仓
可口可乐KO
1%1.05%$224.6万2.8万股$210.2万2.8万股00.00%持仓不变
美光科技MU
1%0.47%$224.4万1,944股$93.3万2,761股-817股-29.59%减仓
帕兰提尔PLTR
0.99%1.3%$220.4万1.9万股$258.5万1.8万股+1,222股+6.92%加仓
ALTRIAMO
0.94%0.86%$211.3万2.9万股$172.4万2.6万股+3,246股+12.43%加仓
AAlphabet Inc Class CGOOG
0.93%0.82%$207.0万5,860股$163.7万5,706股+154股+2.70%加仓
英特尔INTC
0.92%0.36%$206.1万1.5万股$72.0万1.6万股-1,553股-9.52%减仓
SSPDR黄金信托GLD
0.89%1.06%$199.4万5,413股$211.9万4,925股+488股+9.91%加仓
思科CSCO
0.86%0.64%$191.9万1.6万股$126.7万1.6万股00.00%持仓不变
百事可乐PEP
0.83%1.22%$186.8万1.4万股$243.3万1.6万股-1,870股-11.94%减仓
雷神技术RTX
0.77%0.74%$172.1万9,070股$147.0万7,620股+1,450股+19.03%加仓
IiShares安硕信托EIRL
0.73%0.71%$163.3万2.1万股$141.8万2.1万股+242股+1.17%加仓
IiShares安硕信托LQD
0.63%0.71%$140.9万1.3万股$140.7万1.3万股00.00%持仓不变
博通AVGO
0.61%0.64%$137.6万3,643股$127.1万4,105股-462股-11.25%减仓
赛富时CRM
0.59%1%$131.3万8,383股$200.4万1.1万股-2,352股-21.91%减仓
IiShares安硕·BIOTECHNOLOGYIBB
0.57%0.68%$128.2万6,742股$134.9万7,987股-1,245股-15.59%减仓
IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY
0.54%0.72%$121.6万1.5万股$143.0万1.7万股-2,504股-14.46%减仓
BRITISH AMERN TOB SPONSORED ADRBTI
0.46%0.48%$102.8万1.7万股$95.6万1.6万股+300股+1.83%加仓
强生JNJ
0.46%0.5%$102.1万4,020股$99.0万4,048股-28股-0.69%减仓
好市多COST
0.45%0.38%$101.0万1,080股$76.5万768股+312股+40.63%加仓
SSPDR标普500 ETFSPY
0.44%0.43%$99.4万1,331股$85.9万1,321股+10股+0.76%加仓
GRAYSCALE BITCOIN TRUST ETFGBTC
0.44%0.58%$99.1万2.2万股$114.9万2.2万股00.00%持仓不变
洛克希德马丁LMT
0.43%0.64%$95.2万1,869股$127.2万2,104股-235股-11.17%减仓
联合健康UNH
0.4%0.3%$90.4万2,175股$59.4万2,194股-19股-0.87%减仓
XCEL ENERGY COMXEL
0.39%0.44%$87.9万1.1万股$86.9万1.1万股00.00%持仓不变
BBANK OF AMERBAC
0.37%0.38%$82.7万1.5万股$76.4万1.6万股-1,170股-7.46%减仓
迪尔DE
0.31%0.34%$68.9万1,086股$68.6万1,217股-131股-10.76%减仓
CMS ENERGY COMCMS
0.31%0.35%$68.9万9,000股$69.8万9,000股00.00%持仓不变

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