13FBOX
W ADVISORS, LLC · 13F 持仓分析
期权收益计算器 机构排行

W ADVISORS, LLC

No.6809 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.20亿
环比变动 Q1 2026
+$2,485.5万+12.7%
持仓股票数
153
新买入
16
加仓
56
减仓
32
清仓
4
持股不变
49
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IVW
7.27%6.84%$1,598.8万11.6万股$1,333.5万11.8万股-1,648股-1.40%减仓
苹果AAPL
5.53%5.28%$1,216.5万4.2万股$1,030.0万4.1万股+1,458股+3.59%加仓
IiShares安硕信托IVV
5.11%4.07%$1,123.1万1.5万股$793.5万1.2万股+2,849股+23.45%加仓
默沙东MRK
4.23%4.47%$931.3万7.2万股$872.9万7.3万股-91股-0.13%减仓
IiShares安硕·S&P 100 ETFIWO
3.45%3.65%$757.9万2.1万股$712.9万2.2万股-1,698股-7.58%减仓
IiShares安硕信托SUSL
2.84%3.1%$625.4万4.7万股$605.5万5.3万股-6,189股-11.61%减仓
SSPDR标普500 ETFSPY
2.84%2.79%$625.0万8,370股$544.3万8,369股+1股+0.01%加仓
IiShares安硕·S&PIVE
2.78%3.17%$611.2万2.7万股$618.8万2.9万股-2,387股-8.14%减仓
微软MSFT
2.73%3.06%$599.9万1.6万股$596.6万1.6万股-34股-0.21%减仓
IiShares安硕·RUSSELLIWF
2.72%2.63%$598.2万4.8万股$513.6万1.2万股+3.6万股+300.00%加仓
V先锋领航·SPECIALIZED FUNDSVIG
2.71%2.77%$595.9万2.5万股$540.0万2.5万股+75股+0.30%加仓
埃克森美孚XOM
2.21%3.08%$485.8万3.6万股$601.1万3.5万股+102股+0.29%加仓
IiShares安硕信托IWD
1.99%2.03%$437.6万1.8万股$396.4万1.9万股-501股-2.70%减仓
IiShares安硕信托EFG
1.83%1.86%$401.6万3.2万股$362.8万3.3万股-296股-0.91%减仓
IiShares安硕·U.S. TECHNOLOGY ETFIYW
1.7%1.38%$374.2万1.5万股$269.3万1.5万股-7股-0.05%减仓
V先锋领航全球基金VGT
1.58%1.24%$347.4万2.9万股$240.9万3,453股+2.6万股+741.73%加仓
IiShares安硕信托EFV
1.45%2.05%$318.0万4.2万股$400.1万5.4万股-1.2万股-22.81%减仓
英伟达NVDA
1.37%1.33%$301.4万1.5万股$259.5万1.5万股+185股+1.24%加仓
B贝莱德ETF信托DYNF
1.37%1.33%$300.9万4.4万股$258.7万4.4万股-231股-0.52%减仓
IiShares安硕信托IUSB
1.3%1.08%$286.4万6.2万股$210.8万4.6万股+1.6万股+35.98%加仓
谷歌AGOOGL
1.29%1.15%$283.5万7,933股$224.6万7,811股+122股+1.56%加仓
摩根大通JPM
1.15%1.17%$253.6万7,746股$228.6万7,772股-26股-0.33%减仓
强生JNJ
1.07%1.16%$234.6万9,238股$225.8万9,237股+1股+0.01%加仓
V先锋领航白厅基金VYM
0.99%1.03%$217.5万1.4万股$201.2万1.4万股+182股+1.34%加仓
摩根士丹利MS
0.94%0.85%$207.7万9,934股$166.0万1.0万股-151股-1.50%减仓
亚马逊AMZN
0.94%0.92%$206.4万8,658股$180.4万8,663股-5股-0.06%减仓
IiShares安硕IEMG
0.92%1.13%$202.8万2.4万股$220.9万3.2万股-7,181股-22.68%减仓
可口可乐KO
0.81%0.85%$177.8万2.2万股$166.4万2.2万股00.00%持仓不变
洛克希德马丁LMT
0.81%1.08%$177.8万3,489股$210.9万3,489股00.00%持仓不变
沃尔玛WMT
0.81%0.84%$177.4万1.6万股$164.8万1.3万股+2,406股+18.15%加仓
卡特彼勒CAT
0.8%0.77%$176.9万1,661股$149.7万2,113股-452股-21.39%减仓
V先锋领航市政债券基金VTEB
0.76%0.62%$166.6万3.3万股$121.5万2.4万股+8,587股+35.27%加仓
IiShares安硕信托IVLU
0.74%0.8%$163.5万3.9万股$155.8万3.9万股-155股-0.39%减仓
S嘉信策略信托SCHD
0.7%0.74%$154.9万4.9万股$144.1万4.7万股+1,893股+4.03%加仓
IiShares安硕信托IEFA
0.66%0.69%$144.4万1.5万股$135.3万1.5万股00.00%持仓不变
英特尔INTC
0.63%0.22%$137.6万9,857股$42.9万9,724股+133股+1.37%加仓
KROGER COMKR
0.6%0.88%$132.6万2.4万股$172.4万2.4万股+50股+0.21%加仓
IiShares安硕信托GVI
0.6%0.8%$131.5万1.2万股$156.3万1.5万股-2,505股-17.02%减仓
B贝莱德ETF信托BAI
0.6%0.52%$131.0万2.5万股$101.7万3.1万股-6,019股-19.50%减仓
IiShares安硕信托ITOT
0.59%0.58%$130.2万7,957股$113.7万8,042股-85股-1.06%减仓
IiShares安硕信托MTUM
0.57%0.54%$125.8万3,668股$105.8万4,407股-739股-16.77%减仓
Meta平台META
0.57%0.65%$125.2万2,223股$126.3万2,208股+15股+0.68%加仓
宝洁PG
0.56%0.45%$124.1万8,466股$87.4万6,050股+2,416股+39.93%加仓
SSCHWAB U.S. AGGREGATE BOND ETFSCHZ
0.54%0.61%$119.7万5.2万股$118.9万5.1万股+550股+1.07%加仓
IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC
0.52%0.45%$113.5万1.1万股$87.3万1.1万股00.00%持仓不变
IiShares安硕·MSCIQUAL
0.5%0.94%$110.7万5,047股$183.4万9,562股-4,515股-47.22%减仓
思科CSCO
0.5%0.44%$110.7万9,424股$85.0万1.1万股-1,535股-14.01%减仓
IiShares安硕信托IWV
0.49%0.43%$107.1万2,512股$84.1万2,268股+244股+10.76%加仓
百时美施贵宝BMY
0.49%0.57%$106.7万1.9万股$110.5万1.8万股+308股+1.69%加仓
V先锋领航指数基金VUG
0.46%0.45%$100.7万1.2万股$87.1万1,994股+9,695股+486.21%加仓

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