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

Worth Financial Advisory Group, LLC

No.6516
最新持仓市值 (Q2 2026)
$2.40亿
环比变动 Q1 2026
+$1,655.4万+7.4%
持仓股票数
202
新买入
170
加仓
31
减仓
1
清仓
18
持股不变
0
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
TTR ACTIVEBETA US LARGE CAP EQUITY ETFGSLC
6.72%0.58%$1,611.9万11.4万股$130.0万3,491股+11.0万股+3,154.14%加仓
苹果AAPL
3.45%0.83%$827.1万2.9万股$185.2万584股+2.8万股+4,794.35%加仓
亚马逊AMZN
3.44%23.31%$824.6万3.5万股$5,207.6万1.5万股+2.0万股+131.58%加仓
CCAPITAL INTL FOCUS EQTCGXU
3.25%6.74%$779.3万22.5万股$1,505.0万4.3万股+18.2万股+418.12%加仓
英伟达NVDA
2.78%$667.1万3.3万股$00股+3.3万股新买入
HHARBOR LONG-TERM GROWERSETFWINN
2.66%$637.4万19.6万股$00股+19.6万股新买入
微软MSFT
2.6%$624.3万1.7万股$00股+1.7万股新买入
J骏利Detroit策略信托JSMD
2.54%$610.8万6.0万股$00股+6.0万股新买入
NNORTHERN LIGHTS FD TRSFLR
2.38%3.1%$570.3万14.8万股$693.0万6.0万股+8.8万股+145.83%加仓
摩根大通JPM
2.17%$520.2万1.6万股$00股+1.6万股新买入
博通AVGO
1.69%$405.1万1.1万股$00股+1.1万股新买入
IiShares安硕·MSCIQUAL
1.62%$388.3万1.8万股$00股+1.8万股新买入
IiShares安硕信托IVV
1.57%0.83%$378.0万5,047股$185.7万1,912股+3,135股+163.96%加仓
IiShares安硕信托IUSB
1.53%$366.6万7.9万股$00股+7.9万股新买入
JJ P MORGAN EXCHANGE TRADED FD ACTIVE VALUE ETFJAVA
1.51%$362.6万4.6万股$00股+4.6万股新买入
AAlphabet Inc Class CGOOG
1.42%11.7%$340.5万9,637股$2,615.0万5,500股+4,137股+75.22%加仓
SSANDISK COMSNDK
1.42%$339.7万1,494股$00股+1,494股新买入
S道富SPYM
1.28%$308.3万3.5万股$00股+3.5万股新买入
SSPDR标普500 ETFSPY
1.27%$304.2万4,073股$00股+4,073股新买入
PALO ALTOPANW
1.23%$296.1万8,683股$00股+8,683股新买入
IINNOVATOR ETFS TRUST NASDAQ-100 MANAGED FLOOR ETFQFLR
1.04%$249.3万6.8万股$00股+6.8万股新买入
伊顿ETN
1.03%$248.3万5,826股$00股+5,826股新买入
J摩根大通交易所交易基金JEPI
1.03%$247.2万4.4万股$00股+4.4万股新买入
SSSGA ACTIVE TRXLSR
0.97%$233.8万3.6万股$00股+3.6万股新买入
SSPDR道富指数基金SPDW
0.97%$233.7万4.6万股$00股+4.6万股新买入
优步UBER
0.94%$226.6万3.1万股$00股+3.1万股新买入
TTHE ALGER ETF TRUST CONCENTRATED EQUITY ETFCNEQ
0.92%6.88%$220.6万5.3万股$1,537.1万3.3万股+2.0万股+62.08%加仓
B贝莱德·ETF TRUST IIBINC
0.88%$211.9万4.0万股$00股+4.0万股新买入
HHarbor Etf Trust Commodity All-Weather StrategyHGER
0.88%0.49%$211.3万7.2万股$108.9万1,750股+7.0万股+4,015.37%加仓
谷歌AGOOGL
0.85%1.11%$203.0万5,681股$248.5万541股+5,140股+950.09%加仓
IiShares安硕信托IXN
0.77%$183.8万1.3万股$00股+1.3万股新买入
礼来LLY
0.76%$182.8万1,524股$00股+1,524股新买入
Meta平台META
0.76%$182.6万3,241股$00股+3,241股新买入
IiShares安硕信托AOA
0.74%0.51%$178.4万1.8万股$112.9万1.1万股+6,916股+60.86%加仓
沃尔玛WMT
0.71%$170.9万1.5万股$00股+1.5万股新买入
GGOLDMAN SACHS MARKETBETA U.S. EQUITY ETFGSUS
0.67%$161.3万1.6万股$00股+1.6万股新买入
VisaV
0.66%$158.7万4,627股$00股+4,627股新买入
卡特彼勒CAT
0.65%$156.4万1,468股$00股+1,468股新买入
埃克森美孚XOM
0.64%$154.3万1.1万股$00股+1.1万股新买入
B贝莱德ETF信托DYNF
0.63%$151.5万2.2万股$00股+2.2万股新买入
应用材料AMAT
0.63%$150.2万2,077股$00股+2,077股新买入
SSSGA ACTIVE TRALLW
0.6%$145.2万5.0万股$00股+5.0万股新买入
TTHE ALGER ETF TRUSTFRTY
0.6%2.45%$142.8万5.8万股$547.9万1.4万股+4.3万股+298.86%加仓
V先锋领航指数基金VXF
0.59%$141.5万5,746股$00股+5,746股新买入
VertivVRT
0.58%$140.1万4,183股$00股+4,183股新买入
AAB DISRUPTORS ETFFWD
0.58%10.7%$139.8万9,438股$2,389.9万9,355股+83股+0.89%加仓
SSPDR道富指数基金SPEM
0.57%$136.5万2.6万股$00股+2.6万股新买入
S嘉信策略信托SCHD
0.55%0.12%$133.1万4.2万股$27.8万487股+4.1万股+8,518.48%加仓
IiShares安硕信托AOR
0.54%0.63%$129.7万1.9万股$141.5万1.4万股+4,596股+32.69%加仓
希捷STX
0.53%$128.2万1,328股$00股+1,328股新买入

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