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WPWealth LLP · 13F 持仓分析
期权收益计算器 机构排行

WPWealth LLP

No.3548 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$6.74亿
环比变动 Q1 2026
+$1,963.7万+3.0%
持仓股票数
103
新买入
10
加仓
25
减仓
42
清仓
4
持股不变
26
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
DDimensional维度ETF信托DFAU
14.01%12.84%$9,443.0万182.7万股$8,401.8万186.2万股-3.5万股-1.89%减仓
DDimensional维度ETF信托DFIC
13.06%13.68%$8,803.3万236.3万股$8,950.3万251.9万股-15.6万股-6.21%减仓
DDimensional维度ETF信托DFCF
12.9%12.89%$8,694.2万206.0万股$8,432.6万199.7万股+6.2万股+3.13%加仓
DDimensional维度ETF信托DFGP
8.7%9.8%$5,863.1万107.7万股$6,413.6万118.8万股-11.1万股-9.37%减仓
DDimensional维度ETF信托DFSD
8.42%8.85%$5,676.4万118.9万股$5,793.0万121.0万股-2.1万股-1.75%减仓
DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE
4.92%4.52%$3,316.2万82.5万股$2,957.4万87.3万股-4.9万股-5.57%减仓
DDimensional维度·USDFUV
4.47%4.45%$3,012.1万54.8万股$2,909.9万60.0万股-5.3万股-8.81%减仓
DDimensional维度ETF信托DFLV
4.43%4.51%$2,983.3万75.4万股$2,948.5万82.6万股-7.1万股-8.62%减仓
DDimensional维度·US HIGH PROFITABILITY ETFDUHP
4.3%3.77%$2,901.1万69.5万股$2,465.3万67.1万股+2.5万股+3.66%加仓
DDimensional维度ETF信托DFGR
3.99%3.91%$2,688.1万92.8万股$2,560.4万96.3万股-3.5万股-3.67%减仓
DDimensional维度·U.S. SMALL CAP ETFDFAS
3.1%2.84%$2,090.8万25.4万股$1,856.8万26.1万股-7,122股-2.73%减仓
DDimensional维度·U.S. TARGETED VALUE ETFDFAT
2.62%2.72%$1,763.8万25.2万股$1,780.4万28.5万股-3.3万股-11.49%减仓
DDimensional维度ETF信托DFAC
0.91%0.79%$611.6万13.8万股$519.6万13.4万股+4,147股+3.10%加仓
苹果AAPL
0.89%1.04%$602.5万2.1万股$682.1万2.7万股-6,055股-22.53%减仓
SSPDR标普500 ETFSPY
0.88%0.81%$593.0万7,941股$529.9万8,147股-206股-2.53%减仓
IINNOVATOR ETFS TRUST US EQTY PWR BUFPOCT
0.68%0.66%$460.0万9.9万股$430.4万10.0万股-711股-0.71%减仓
DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX
0.62%0.58%$418.5万11.4万股$379.9万11.2万股+1,771股+1.58%加仓
IInnovator ETF信托PAPR
0.52%0.71%$349.8万8.3万股$467.3万11.7万股-3.5万股-29.40%减仓
G通用动力VTI
0.49%0.44%$332.9万8,997股$288.6万8,996股+1股+0.01%加仓
IInnovator ETF信托PMAR
0.42%0.4%$283.2万5.9万股$264.5万5.9万股00.00%持仓不变
IInnovator ETF信托PMAY
0.39%0.56%$266.0万6.4万股$368.9万9.2万股-2.8万股-30.28%减仓
英伟达NVDA
0.39%0.39%$264.0万1.3万股$256.4万1.5万股-1,506股-10.25%减仓
伯克希尔哈撒韦BRK.B
0.34%0.36%$231.9万4,634股$232.6万4,854股-220股-4.53%减仓
IInnovator ETF信托IJAN
0.33%0.49%$224.6万5.9万股$320.5万8.8万股-2.9万股-33.25%减仓
IInnovator ETF信托IOCT
0.3%0.36%$200.4万5.4万股$233.4万6.7万股-1.2万股-18.65%减仓
DDimensional维度ETF信托DCOR
0.26%0.21%$174.9万2.1万股$139.9万1.9万股+1,920股+9.89%加仓
亚马逊AMZN
0.26%0.22%$172.7万7,245股$141.0万6,770股+475股+7.02%加仓
KINDER MORGAN DEL COMKMI
0.24%0.25%$163.6万4.9万股$162.2万5.1万股-1,966股-3.84%减仓
IInnovator ETF信托IFEB
0.24%0.29%$162.8万5.2万股$187.9万6.3万股-1.1万股-17.43%减仓
DDimensional维度ETF信托DFNM
0.22%0.21%$147.3万3.0万股$136.3万2.8万股+2,052股+7.22%加仓
DDimensional维度·US REAL ESTATE ETFDFAR
0.21%0.2%$143.1万5.5万股$134.0万5.7万股-1,935股-3.42%减仓
DDimensional维度ETF信托DFIS
0.2%0.24%$137.3万3.9万股$158.6万4.7万股-7,895股-16.76%减仓
DDimensional维度ETF信托DFVX
0.2%0.19%$136.4万1.7万股$123.3万1.7万股00.00%持仓不变
DDimensional维度ETF信托DFSU
0.2%0.18%$134.8万2.9万股$118.5万2.9万股+73股+0.25%加仓
IINNOVATOR DEFINED WEALTH SHLD ETFBALT
0.19%0.2%$131.3万3.8万股$127.6万3.8万股+201股+0.53%加仓
IINNOVATOR ETFS TRUST US EQTY PWR BUFPJUN
0.19%0.19%$130.5万3.0万股$126.2万3.0万股00.00%持仓不变
AMD超威AMD
0.19%0.07%$128.2万2,206股$45.1万2,216股-10股-0.45%减仓
埃克森美孚XOM
0.18%0.24%$120.1万8,787股$156.6万9,228股-441股-4.78%减仓
IInnovator ETF信托PNOV
0.18%0.17%$119.6万2.7万股$110.2万2.7万股00.00%持仓不变
IINNOVATOR ETFS TRUST EMRGNG MKT APRILEAPR
0.17%0.22%$117.4万3.6万股$144.1万4.8万股-1.3万股-26.02%减仓
微软MSFT
0.17%0.17%$111.6万2,992股$109.6万2,960股+32股+1.08%加仓
IINNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF - APRILDDFA
0.17%$111.6万5.5万股$00股+5.5万股新买入
IInnovator ETF信托IJUN
0.16%0.15%$106.3万3.4万股$100.3万3.4万股00.00%持仓不变
DDimensional维度·U.S. EQUITY MARKET ETFDFUS
0.16%0.14%$105.2万1.3万股$90.8万1.3万股+23股+0.18%加仓
S嘉信策略信托SGVT
0.15%0.1%$100.0万9,926股$62.4万6,198股+3,728股+60.15%加仓
I景顺QQQ信托VOO
0.14%0.11%$93.7万1,273股$71.6万1,241股+32股+2.58%加仓
IINNOVATOR ETFS TRUST EMRGNG MKT JANEJAN
0.14%0.15%$93.5万2.6万股$98.6万2.9万股-3,084股-10.62%减仓
IINNOVATOR ETFS TRUST EMERGING MKT PWREOCT
0.14%0.13%$92.1万2.7万股$86.1万2.7万股00.00%持仓不变
IInnovator ETF信托IMAY
0.12%0.17%$79.5万2.5万股$112.6万3.7万股-1.2万股-32.95%减仓
IInnovator ETF信托UJUL
0.12%0.13%$79.2万1.9万股$87.6万2.3万股-3,428股-14.99%减仓

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