WP Advisors, LLC 13F 持仓 · 2026年Q2
WP Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 119 只证券，申报市值合计 4.13 亿美元。前几大持仓：AAPL（10.35%）、VB（8.72%）、GOOG（8.67%）。本季前 25 大持仓中：增持 6 只、减持 19 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $42.8M | 10.35% | 147,791 | 减持 |
| 2 | VB | VANGUARD INDEX FDS | $36.0M | 8.72% | 118,864 | 减持 |
| 3 | GOOG | ALPHABET INC | $35.8M | 8.67% | 101,395 | 减持 |
| 4 | META | META PLATFORMS INC | $24.5M | 5.92% | 43,418 | 增持 |
| 5 | BRKB | BERKSHIRE HATHAWAY INC DEL | $23.8M | 5.76% | 47,545 | 减持 |
| 6 | NVDA | NVIDIA CORPORATION | $21.0M | 5.08% | 104,859 | 减持 |
| 7 | AMZN | AMAZON COM INC | $15.2M | 3.67% | 63,588 | 减持 |
| 8 | EPD | ENTERPRISE PRODS PARTNERS L | $13.9M | 3.36% | 378,218 | 减持 |
| 9 | PFE | PFIZER INC | $11.5M | 2.78% | 477,354 | 减持 |
| 10 | NFLX | NETFLIX INC. | $9.4M | 2.28% | 131,730 | 减持 |
| 11 | UNH | UNITEDHEALTH GROUP INC | $9.1M | 2.20% | 21,846 | 减持 |
| 12 | VBK | VANGUARD INDEX FDS | $9.1M | 2.20% | 24,824 | 减持 |
| 13 | V | VISA INC | $8.7M | 2.11% | 25,379 | 减持 |
| 14 | ABBV | ABBVIE INC | $8.1M | 1.97% | 32,382 | 减持 |
| 15 | KBWB | INVESCO EXCH TRADED FD TR II | $7.5M | 1.81% | 80,551 | 减持 |
| 16 | MSFT | MICROSOFT CORP | $7.1M | 1.72% | 19,088 | 增持 |
| 17 | VLO | VALERO ENERGY CORP | $6.7M | 1.63% | 25,879 | 减持 |
| 18 | AMD | ADVANCED MICRO DEVICES INC | $6.1M | 1.47% | 10,479 | 减持 |
| 19 | AXP | AMERICAN EXPRESS CO | $5.6M | 1.35% | 16,474 | 增持 |
| 20 | JPM | JPMORGAN CHASE & CO | $5.4M | 1.31% | 16,485 | 减持 |
| 21 | VO | VANGUARD INDEX FDS | $5.4M | 1.31% | 67,229 | 增持 |
| 22 | VEA | VANGUARD TAX-MANAGED FDS | $4.2M | 1.01% | 58,663 | 增持 |
| 23 | RPV | INVESCO EXCHANGE TRADED FD T | $3.7M | 0.91% | 32,870 | 减持 |
| 24 | PYPL | PAYPAL HLDGS INC | $3.5M | 0.84% | 80,381 | 减持 |
| 25 | VOO | VANGUARD INDEX FDS | $3.1M | 0.76% | 4,545 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR