13FBOX
Whitaker-Myers Wealth Managers, LTD. · 13F 持仓分析
期权收益计算器 机构排行

Whitaker-Myers Wealth Managers, LTD.

No.3805 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$5.99亿
环比变动 Q1 2026
+$9,714.4万+19.4%
持仓股票数
113
新买入
13
加仓
55
减仓
43
清仓
8
持股不变
2
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
VVanEck Russia ETFBBH
7.48%7.82%$4,477.6万43.1万股$3,920.9万40.5万股+2.5万股+6.22%加仓
DDBX ETF信托DBEF
6.48%6.68%$3,877.8万71.0万股$3,348.5万67.8万股+3.2万股+4.72%加仓
I景顺·NASDAQ 100 ETFQQQM
6.24%5.62%$3,735.8万12.3万股$2,821.3万11.9万股+4,574股+3.85%加仓
I景顺交易所交易基金IISPMO
5.96%4.76%$3,566.3万22.1万股$2,386.5万21.3万股+7,898股+3.71%加仓
S嘉信策略信托SCHD
5.52%6%$3,304.2万104.2万股$3,008.8万98.1万股+6.1万股+6.25%加仓
V先锋领航指数基金VBK
4.78%4.54%$2,864.3万7.8万股$2,279.6万7.5万股+2,901股+3.85%加仓
V先锋领航·SMALLVBR
4.65%4.67%$2,786.6万11.5万股$2,343.5万10.8万股+6,809股+6.31%加仓
I景顺·S&PIDMO
4.35%4.35%$2,607.0万43.2万股$2,181.1万39.8万股+3.5万股+8.72%加仓
IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP
3.78%3.66%$2,261.0万15.4万股$1,836.0万14.3万股+1.1万股+7.76%加仓
V先锋领航·INSTL INDEX FDVBIL
3.68%3.52%$2,202.5万29.1万股$1,767.4万23.4万股+5.7万股+24.57%加仓
V先锋领航指数基金VOO
3.46%3.49%$2,074.0万3.0万股$1,751.1万2.9万股+894股+3.05%加仓
S嘉信·U.S. LARGE-CAP VALUE ETFSCHV
3.35%3.51%$2,006.4万57.6万股$1,760.9万57.7万股-957股-0.17%减仓
S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG
3.27%3.32%$1,960.4万57.9万股$1,667.4万57.2万股+6,911股+1.21%加仓
IINVESCO S&P INTERNATIONAL DEVELOPED LOW VOLATILITY ETFIDLV
2.94%3.12%$1,763.0万51.1万股$1,565.4万45.4万股+5.7万股+12.49%加仓
J摩根大通·ULTRA-SHORT INCOME ETFJPST
2.79%2.78%$1,670.8万33.0万股$1,393.5万27.5万股+5.5万股+20.00%加仓
I景顺交易所交易基金信托XMVM
2.74%2.81%$1,638.0万23.1万股$1,411.7万21.7万股+1.4万股+6.54%加仓
V先锋领航国际股票指数基金VSS
1.81%1.98%$1,081.0万7.0万股$991.6万6.8万股+2,047股+3.01%加仓
CCOLUMBIA ETF TR IRECS
1.71%1.64%$1,023.4万23.6万股$820.4万21.0万股+2.6万股+12.36%加仓
V先锋领航·FTSEVEA
1.3%1.38%$775.6万10.9万股$693.2万10.8万股+686股+0.63%加仓
IiShares安硕信托IWS
1.13%1.18%$678.7万4.1万股$592.7万4.1万股+562股+1.38%加仓
IiShares安硕信托IJK
0.72%0.71%$433.6万3.7万股$356.4万3.5万股+1,474股+4.16%加仓
IiShares安硕信托IJJ
0.72%0.73%$432.6万2.9万股$366.6万2.8万股+1,616股+5.84%加仓
SSPDR行业精选信托XLK
0.53%0.05%$315.8万1.7万股$24.2万1,823股+1.5万股+809.11%加仓
AMD超威AMD
0.51%$304.9万5,248股$00股+5,248股新买入
苹果AAPL
0.5%0.51%$297.6万1.0万股$254.0万1.0万股+278股+2.78%加仓
Arista网络ANET
0.48%0.06%$286.2万1.7万股$31.1万2,537股+1.4万股+564.05%加仓
PPACER FDS TR TRENDP US LAR CPPTLC
0.47%0.51%$283.9万4.9万股$253.3万4.8万股+429股+0.89%加仓
谷歌AGOOGL
0.47%0.09%$280.1万7,837股$45.2万1,573股+6,264股+398.22%加仓
英伟达NVDA
0.46%0.49%$275.1万1.4万股$245.4万1.4万股-325股-2.31%减仓
WWisdomTree·BITCOIN FDBTCW
0.46%0.55%$274.6万4.4万股$277.5万3.9万股+5,600股+14.47%加仓
GE VernovaGEV
0.45%0.41%$268.2万2,283股$205.9万2,359股-76股-3.22%减仓
M&T银行MTB
0.45%0.41%$266.8万1.1万股$205.8万9,955股+1,255股+12.61%加仓
QUANTA SVCSPWR
0.44%0.41%$263.5万3,659股$206.8万3,767股-108股-2.87%减仓
亚马逊AMZN
0.43%0.56%$259.8万1.1万股$283.2万1.4万股-2,699股-19.85%减仓
特斯拉TSLA
0.43%0.49%$259.7万6,175股$245.8万6,612股-437股-6.61%减仓
默沙东MRK
0.43%0.42%$257.1万2.0万股$212.9万1.8万股+2,306股+13.03%加仓
CCARPENTER TECHNOLOGYCRS
0.43%0.41%$257.0万4,166股$206.7万5,243股-1,077股-20.54%减仓
伯克希尔哈撒韦BRK.B
0.41%0.47%$247.1万4,938股$234.3万4,889股+49股+1.00%加仓
江森自控JCI
0.41%0.37%$245.6万1.7万股$187.6万1.4万股+2,483股+17.33%加仓
DDELL TECHNOLOGIES INC CLASS CDELL
0.41%$244.3万5,663股$00股+5,663股新买入
特灵科技TT
0.41%0.37%$242.6万4,939股$184.7万4,433股+506股+11.41%加仓
AMGEN COMAMGN
0.4%0.42%$241.6万6,671股$210.4万5,979股+692股+11.57%加仓
高盛GS
0.4%$239.9万2,372股$00股+2,372股新买入
沃尔玛WMT
0.39%0.43%$231.9万2.0万股$217.0万1.7万股+3,014股+17.26%加仓
GGILEAD SCIENCES COMGILD
0.39%0.4%$231.0万1.8万股$200.6万1.4万股+3,890股+27.03%加仓
派克汉尼汾PH
0.38%0.37%$227.0万2,321股$184.8万2,064股+257股+12.45%加仓
万豪MAR
0.38%$227.0万6,126股$00股+6,126股新买入
CSX铁路CSX
0.38%0.39%$226.0万4.8万股$193.6万4.7万股+397股+0.84%加仓
CCOREWEAVE INC CLASS ACRWV
0.37%$222.0万2.2万股$00股+2.2万股新买入
VistraVST
0.36%0.41%$217.4万1.4万股$205.7万1.4万股+19股+0.14%加仓

🧭 机构资金流板块热力图

净流出 净流入