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Wealth Group, Ltd. · 13F 持仓分析
期权收益计算器 机构排行

Wealth Group, Ltd.

No.4869 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$4.01亿
环比变动 Q1 2026
+$2.94亿+273.8%
持仓股票数
106
新买入
30
加仓
72
减仓
4
清仓
12
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
苹果AAPL
14.77%11.69%$5,919.5万20.5万股$1,253.0万4.9万股+15.5万股+314.34%加仓
谷歌AGOOGL
6.82%5.18%$2,734.1万7.7万股$555.3万1.9万股+5.7万股+296.16%加仓
亚马逊AMZN
6.03%4.17%$2,415.6万10.1万股$447.1万2.1万股+8.0万股+372.11%加仓
英伟达NVDA
5.23%4.83%$2,094.4万10.5万股$518.1万3.0万股+7.5万股+252.37%加仓
卡特彼勒CAT
5.06%3.72%$2,027.5万1.9万股$399.1万5,634股+1.3万股+237.93%加仓
沃尔玛WMT
4.45%5.43%$1,783.2万15.7万股$582.5万4.7万股+11.1万股+235.92%加仓
微软MSFT
3.97%3.63%$1,589.1万4.3万股$388.9万1.1万股+3.2万股+305.50%加仓
万事达MA
2.31%2.3%$926.4万1.8万股$246.1万4,926股+1.3万股+266.18%加仓
康明斯CMI
2.19%1.71%$876.3万1.2万股$183.4万3,409股+8,878股+260.43%加仓
Meta平台META
1.86%2.37%$744.2万1.3万股$254.5万4,448股+8,763股+197.01%加仓
好市多COST
1.62%2.04%$649.5万6,943股$218.8万2,196股+4,747股+216.17%加仓
雪佛龙CVX
1.59%3.46%$637.2万3.8万股$371.3万1.8万股+2.0万股+114.21%加仓
礼来LLY
1.55%1.41%$622.7万5,192股$151.2万1,644股+3,548股+215.82%加仓
AMGEN COMAMGN
1.53%1.4%$613.5万1.7万股$150.1万4,267股+1.3万股+297.05%加仓
强生JNJ
1.51%1.19%$605.5万2.4万股$128.1万5,240股+1.9万股+354.98%加仓
博通AVGO
1.45%1.36%$583.1万1.5万股$145.5万4,700股+1.1万股+228.40%加仓
VisaV
1.43%0.82%$571.7万1.7万股$88.3万2,921股+1.4万股+470.46%加仓
派克汉尼汾PH
1.42%1.79%$568.3万5,810股$192.3万2,148股+3,662股+170.48%加仓
麦当劳MCD
1.38%1.84%$553.5万2.0万股$197.3万6,349股+1.4万股+222.51%加仓
ADPADP
1.31%1.07%$524.5万2.3万股$114.7万5,647股+1.8万股+314.75%加仓
杜克能源DUK
1.29%3.12%$518.0万4.1万股$334.8万2.6万股+1.5万股+60.04%加仓
LOWES COS COMLOW
1.23%0.96%$494.6万2.2万股$102.9万4,355股+1.8万股+415.13%加仓
可口可乐KO
1.23%1.38%$491.7万6.1万股$147.7万1.9万股+4.1万股+211.45%加仓
AMD超威AMD
1.14%0.27%$455.1万7,834股$28.9万1,419股+6,415股+452.08%加仓
伯克希尔哈撒韦BRK.B
1.12%1.06%$448.8万8,970股$113.6万2,371股+6,599股+278.32%加仓
家得宝HD
1.11%1.51%$446.4万1.3万股$162.4万4,939股+7,717股+156.25%加仓
宝洁PG
1.01%1.62%$404.0万2.8万股$173.9万1.2万股+1.6万股+128.79%加仓
洛克希德马丁LMT
0.95%1.31%$381.0万7,478股$139.9万2,314股+5,164股+223.16%加仓
思科CSCO
0.95%0.36%$378.8万3.2万股$38.5万4,965股+2.7万股+549.57%加仓
甲骨文ORCL
0.88%0.3%$350.9万2.4万股$32.0万2,177股+2.2万股+999.82%加仓
迪尔DE
0.81%0.64%$324.4万5,114股$68.2万1,210股+3,904股+322.64%加仓
Q高通QCOM
0.79%0.79%$318.5万1.7万股$85.2万6,617股+1.1万股+160.51%加仓
GE VernovaGEV
0.79%1.26%$314.6万2,678股$134.9万1,545股+1,133股+73.33%加仓
艾伯维ABBV
0.76%0.8%$303.2万1.2万股$85.9万3,949股+8,101股+205.14%加仓
百事可乐PEP
0.73%1.19%$292.0万2.2万股$127.2万8,192股+1.3万股+163.28%加仓
泛林集团LRCX
0.73%1.27%$291.6万6,730股$135.7万6,350股+380股+5.98%加仓
IIBMIBM
0.71%0.6%$285.7万1.0万股$64.8万2,675股+7,486股+279.85%加仓
AAlphabet Inc Class CGOOG
0.68%0.38%$274.2万7,760股$41.1万1,432股+6,328股+441.90%加仓
雷神技术RTX
0.68%0.53%$270.6万1.4万股$56.7万2,938股+1.1万股+385.50%加仓
摩根大通JPM
0.67%1.25%$269.5万8,232股$133.7万4,546股+3,686股+81.08%加仓
3M COMMMM
0.59%0.69%$237.4万1.5万股$74.3万5,119股+9,544股+186.44%加仓
伊顿ETN
0.54%0.69%$217.6万5,106股$73.5万2,054股+3,052股+148.59%加仓
EquinixEQIX
0.51%$205.5万1,971股$00股+1,971股新买入
应用材料AMAT
0.51%0.68%$203.2万2,810股$72.7万2,127股+683股+32.11%加仓
德州仪器TXN
0.49%0.21%$196.7万6,599股$22.2万1,146股+5,453股+475.83%加仓
联邦快递FDX
0.48%0.44%$192.4万6,144股$46.7万1,310股+4,834股+369.01%加仓
诺华NVS
0.48%0.31%$191.7万1.2万股$33.6万2,200股+1.0万股+456.09%加仓
HERSHEY COMHSY
0.45%0.86%$179.9万1.0万股$92.0万4,425股+5,829股+131.73%加仓
ILLINOIS TOOLITW
0.44%0.53%$174.5万6,452股$56.7万2,178股+4,274股+196.24%加仓
Truist金融TFC
0.42%0.84%$169.7万3.4万股$89.6万2.0万股+1.5万股+74.69%加仓

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