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Wallace Advisory Group, LLC · 13F 持仓分析
期权收益计算器 机构排行

Wallace Advisory Group, LLC

No.9054 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.06亿
环比变动 Q1 2026
+$1,270.1万+13.6%
持仓股票数
134
新买入
23
加仓
52
减仓
55
清仓
12
持股不变
4
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
默沙东MRK
13.94%14.83%$1,482.1万11.5万股$1,388.3万11.5万股-69股-0.06%减仓
雪佛龙CVX
6.59%9.26%$700.8万4.2万股$866.6万4.2万股+393股+0.94%加仓
SSPDR道富系列信托BIL
4.27%7.97%$454.1万5.0万股$745.9万8.1万股-3.2万股-39.11%减仓
CCIGNALIBD
3.03%3.33%$322.0万1.2万股$312.0万1.2万股-15股-0.13%减仓
SSPDR标普500 ETFSPY
2.63%2.5%$279.2万3,739股$234.1万3,600股+139股+3.86%加仓
苹果AAPL
2.33%2.08%$247.8万8,565股$194.3万7,656股+909股+11.87%加仓
英伟达NVDA
2.17%1.83%$231.0万1.2万股$171.6万9,842股+1,704股+17.31%加仓
亚马逊AMZN
2.13%2.17%$226.1万9,487股$203.0万9,745股-258股-2.65%减仓
谷歌AGOOGL
1.74%1.45%$185.4万5,189股$136.2万4,737股+452股+9.54%加仓
微软MSFT
1.69%1.89%$179.6万4,815股$176.9万4,779股+36股+0.75%加仓
博通AVGO
1.55%1.34%$164.9万4,365股$125.5万4,054股+311股+7.67%加仓
IiShares安硕信托IVV
1.45%1.45%$153.7万2,052股$136.0万2,082股-30股-1.44%减仓
S道富SPYM
1.42%$151.1万1.7万股$00股+1.7万股新买入
SSPDR道富系列信托SPYG
1.39%1.03%$148.2万1.2万股$96.6万9,868股+2,584股+26.19%加仓
G通用动力VTI
1.38%$147.2万3,977股$00股+3,977股新买入
SSPDR道富指数基金SPDW
1.38%1.05%$146.9万2.9万股$98.3万2.2万股+7,620股+35.40%加仓
强生JNJ
1.36%1.61%$144.7万5,699股$150.6万6,161股-462股-7.50%减仓
IiShares安硕·7-10YRIEF
1.3%1.53%$138.7万1.5万股$143.1万1.5万股-324股-2.16%减仓
HHarbor Etf Trust Commodity All-Weather StrategyHGER
1.11%1.06%$117.8万4.0万股$99.0万3.2万股+8,216股+25.74%加仓
F富兰克林邓普顿ETF信托FLJP
1.09%$116.0万2.9万股$00股+2.9万股新买入
特斯拉TSLA
0.92%0.76%$97.6万2,321股$71.0万1,909股+412股+21.58%加仓
IiShares安硕信托GJS
0.9%0.39%$96.1万4.2万股$36.2万1.6万股+2.6万股+167.33%加仓
V先锋领航·FTSEVEA
0.89%0.25%$94.9万1.3万股$23.4万3,645股+9,672股+265.35%加仓
SSPDR道富系列信托SPMB
0.89%0.4%$94.3万4.2万股$37.4万1.7万股+2.6万股+152.77%加仓
Meta平台META
0.88%0.87%$93.5万1,659股$81.4万1,423股+236股+16.58%加仓
V先锋领航指数基金VOO
0.86%0.28%$91.5万1,243股$26.5万459股+784股+170.81%加仓
S道富SPYV
0.85%0.66%$90.8万1.5万股$62.1万1.1万股+3,963股+36.13%加仓
WWORLD GOLD TRGLD
0.84%1.14%$89.6万1.1万股$106.7万1.2万股-228股-1.98%减仓
IiShares安硕信托SHYG
0.84%0.43%$89.6万2.1万股$40.7万9,622股+1.1万股+119.47%加仓
V先锋领航STAR基金VXUS
0.72%0.77%$76.0万8,893股$72.2万9,364股-471股-5.03%减仓
V先锋领航国际股票指数基金VT
0.71%0.72%$75.7万4,821股$67.2万4,855股-34股-0.70%减仓
DDirexion股票ETF信托SPXL
0.71%0.53%$75.5万2,790股$49.2万2,659股+131股+4.93%加仓
IiShares安硕·COREIJH
0.71%0.7%$75.0万9,726股$65.7万9,725股+1股+0.01%加仓
V先锋领航斯科茨代尔基金VCIT
0.7%0.33%$74.8万9,052股$31.2万3,768股+5,284股+140.23%加仓
威瑞森VZ
0.7%1.02%$74.4万1.8万股$95.2万1.9万股-1,408股-7.42%减仓
V先锋领航·TOTALBND
0.67%$71.0万9,678股$00股+9,678股新买入
SSPDR道富系列信托SPTL
0.65%0.31%$69.4万2.6万股$29.3万1.1万股+1.5万股+137.14%加仓
AAlphabet Inc Class CGOOG
0.65%0.76%$69.3万1,962股$71.5万2,492股-530股-21.27%减仓
VisaV
0.6%0.75%$63.8万1,861股$70.5万2,334股-473股-20.27%减仓
万事达MA
0.6%0.88%$63.6万1,238股$82.3万1,647股-409股-24.83%减仓
SSPDR道富指数基金SPEM
0.58%0.55%$61.9万1.2万股$51.2万1.1万股+1,055股+9.67%加仓
思科CSCO
0.55%0.51%$58.1万4,944股$47.9万6,174股-1,230股-19.92%减仓
PHILIP MORRIS INTLPM
0.54%0.71%$57.9万3,202股$66.3万4,008股-806股-20.11%减仓
GE航空GE
0.53%0.37%$56.5万1,511股$34.2万1,205股+306股+25.39%加仓
波音BA
0.53%0.51%$56.3万2,601股$47.6万2,390股+211股+8.83%加仓
摩根大通JPM
0.53%0.55%$56.2万1,716股$51.3万1,745股-29股-1.66%减仓
WELLS FARGO NEWWFC
0.53%0.58%$55.9万6,770股$54.8万6,879股-109股-1.58%减仓
赛富时CRM
0.52%0.61%$54.8万3,496股$57.3万3,068股+428股+13.95%加仓
JD COM INCJD
0.51%0.67%$54.1万2.1万股$62.3万2.1万股+181股+0.86%加仓
美国合众银行USB
0.51%0.5%$53.8万8,914股$46.4万8,919股-5股-0.06%减仓

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