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Gilliland Jeter Wealth Management LLC · 13F 持仓分析
期权收益计算器 机构排行

Gilliland Jeter Wealth Management LLC

No.5015 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$3.82亿
环比变动 Q1 2026
+$4,415.8万+13.1%
持仓股票数
195
新买入
18
加仓
84
减仓
50
清仓
7
持股不变
43
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
8.26%8.39%$3,154.2万10.9万股$2,830.6万11.2万股-2,527股-2.27%减仓
英伟达NVDA
7.86%7.73%$3,002.1万15.0万股$2,608.3万15.0万股+477股+0.32%加仓
沃尔玛WMT
3.41%4.23%$1,302.0万11.5万股$1,428.3万11.5万股+25股+0.02%加仓
卡特彼勒CAT
3.39%2.55%$1,294.0万1.2万股$860.7万1.2万股+3股+0.02%加仓
IiShares安硕·RUSSELLIWF
3.34%3.23%$1,276.5万10.3万股$1,090.3万2.6万股+7.7万股+302.05%加仓
V先锋领航·SPECIALIZED FUNDSVIG
2.84%2.91%$1,083.8万4.6万股$982.6万4.6万股+115股+0.25%加仓
亚马逊AMZN
2.7%2.71%$1,029.4万4.3万股$915.7万4.4万股-777股-1.77%减仓
泛林集团LRCX
2.57%1.43%$981.4万2.3万股$483.7万2.3万股+7股+0.03%加仓
摩根大通JPM
1.97%2.03%$753.5万2.3万股$686.3万2.3万股-313股-1.34%减仓
微软MSFT
1.88%2.14%$716.0万1.9万股$722.5万2.0万股-323股-1.65%减仓
Meta平台META
1.75%1.99%$669.7万1.2万股$671.7万1.2万股+148股+1.26%加仓
IiShares安硕信托IVV
1.63%1.18%$622.5万8,312股$398.8万6,106股+2,206股+36.13%加仓
IiShares安硕·U.S. TECHNOLOGY ETFIYW
1.61%1.3%$613.1万2.4万股$439.0万2.4万股+107股+0.44%加仓
V先锋领航指数基金VUG
1.56%1.48%$593.7万6.9万股$500.3万1.1万股+5.7万股+501.75%加仓
AAT&TT
1.54%2.44%$586.5万28.3万股$824.0万28.4万股-918股-0.32%减仓
马拉松石油MPC
1.46%1.59%$558.6万2.2万股$538.0万2.2万股-186股-0.84%减仓
AAlphabet Inc Class CGOOG
1.36%1.26%$517.6万1.5万股$424.2万1.5万股-139股-0.94%减仓
雪佛龙CVX
1.08%1.52%$411.1万2.5万股$513.1万2.5万股+1股+0.00%加仓
谷歌AGOOGL
1.07%0.98%$410.2万1.1万股$330.0万1.1万股+1股+0.01%加仓
博通AVGO
1.03%0.96%$392.1万1.0万股$322.6万1.0万股-41股-0.39%减仓
AFLAC COMAFL
1.03%1.09%$392.1万3.3万股$366.7万3.3万股+12股+0.04%加仓
VisaV
1%0.99%$380.0万1.1万股$334.8万1.1万股-3股-0.03%减仓
BBANK OF AMERBAC
0.98%0.95%$374.0万6.6万股$320.0万6.6万股+1股+0.00%加仓
IiShares安硕信托IWD
0.97%0.91%$368.4万1.5万股$308.7万1.4万股+745股+5.16%加仓
IiShares安硕信托EFV
0.96%1.07%$366.7万4.8万股$361.8万4.9万股-763股-1.57%减仓
伯克希尔哈撒韦BRK.B
0.96%1.04%$365.3万7,300股$350.6万7,316股-16股-0.22%减仓
DTE ENERGY COMDTE
0.9%0.97%$341.7万2.2万股$327.9万2.2万股00.00%持仓不变
江森自控JCI
0.89%0.93%$340.0万2.3万股$313.3万2.4万股-657股-2.75%减仓
V先锋领航指数基金VTV
0.88%0.9%$335.7万1.5万股$302.2万1.5万股00.00%持仓不变
V先锋领航指数基金VOO
0.87%0.07%$333.4万4,528股$24.0万401股+4,127股+1,029.18%加仓
美光科技MU
0.86%0.28%$327.6万2,838股$94.9万2,809股+29股+1.03%加仓
强生JNJ
0.81%0.91%$311.0万1.2万股$306.7万1.3万股-301股-2.40%减仓
甲骨文ORCL
0.81%0.88%$308.5万2.1万股$295.6万2.0万股+961股+4.78%加仓
默沙东MRK
0.76%0.85%$291.4万2.3万股$285.4万2.4万股-1,054股-4.44%减仓
B贝莱德ETF信托CORO
0.73%0.61%$276.9万7.6万股$207.6万6.5万股+1.1万股+17.16%加仓
埃克森美孚XOM
0.7%1.03%$268.6万2.0万股$349.1万2.1万股-928股-4.51%减仓
Bloom EnergyBE
0.69%0.35%$263.3万8,700股$117.9万8,700股00.00%持仓不变
威廉姆斯WMB
0.69%0.8%$263.2万3.5万股$269.4万3.7万股-1,615股-4.36%减仓
HUNTINGTON BANCSHARES COMHBAN
0.67%0.69%$256.8万14.5万股$231.4万14.8万股-2,989股-2.02%减仓
摩托罗拉解决方案MSI
0.63%0.75%$240.9万5,801股$251.7万5,799股+2股+0.03%加仓
赛富时CRM
0.63%0.88%$239.1万1.5万股$297.5万1.6万股-678股-4.25%减仓
IiShares安硕·S&P 100 ETFIWO
0.63%0.59%$238.7万6,523股$199.5万6,271股+252股+4.02%加仓
B贝莱德ETF信托DYNF
0.62%0.49%$236.8万3.5万股$165.8万2.9万股+6,322股+22.18%加仓
SSPDR行业精选信托XLK
0.61%0.48%$231.5万1.2万股$161.5万1.2万股+1股+0.01%加仓
PHILIP MORRIS INTLPM
0.6%0.62%$230.3万1.3万股$210.5万1.3万股00.00%持仓不变
好事达ALL
0.6%0.59%$229.0万9,625股$197.6万9,531股+94股+0.99%加仓
康菲石油COP
0.59%0.89%$226.8万2.2万股$299.6万2.3万股-880股-3.88%减仓
VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK
0.59%0.55%$224.3万2.6万股$187.3万5,098股+2.0万股+400.49%加仓
SSPDR标普500 ETFSPY
0.56%0.56%$214.3万2,870股$188.0万2,891股-21股-0.73%减仓
美国电力AEP
0.55%0.6%$210.0万1.5万股$201.2万1.5万股00.00%持仓不变

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