Wealth Advisors of Iowa, LLC
CIK 1803005 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $369.2M
- 持仓
- 90
- 截至
- 2026年6月30日
按 13F 价值排名第 4570（共 9443） · 前 48.4%
投资组合价值同比（季度）：+14.2% 13F不披露现金
- 前十大持仓权重
- 67.56%
- 前二十五大持仓权重
- 86.86%
- 持仓高于 1%
- 20
- 有效持仓数量
- 18.1
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 7.59% 估计买入 $48319161 · 卖出 $26292561
中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 83.3% 仍持有
- 新仓位
- 5
- 增加
- 34
- 减少
- 37
- 已结清
- 2
本页内容
行业细分
Technology
3.6%
Retail
1.7%
Industrials
1.3%
Communication Services
1.2%
Healthcare
0.8%
Financials
0.5%
Consumer Discretionary
0.4%
Financial Services
0.3%
Energy
0.3%
Utilities
0.2%
Consumer Staples
0.2%
Consumer products
0.1%
其他/未映射
89.5%
完整投资组合 90 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| JEPQ JPMorgan Nasdaq Equity Premium Income ETF | $41424808 | 11.22% | 674013 | $6164815 | 上涨 ×5 | ||
| SPDW | $35108666 | 9.51% | 696738 | $5512814 | 上涨 ×5 | ||
| RSP | $31178217 | 8.44% | 146535 | $2525805 | 下跌 ×2 | ||
| SPYM | $30825747 | 8.35% | 350771 | $6294223 | 上涨 ×1 | ||
| SPYV | $27728388 | 7.51% | 456134 | $4246566 | 上涨 ×6 | ||
| SGOV iShares 0-3 Month Treasury Bond ETF | $19626758 | 5.32% | 194962 | $-17858567 | 下跌 ×1 | ||
| USMV | $19042413 | 5.16% | 197413 | $741886 | 上涨 ×3 | ||
| SPYG | $16063631 | 4.35% | 135000 | $10605402 | 上涨 ×2 | ||
| XLU XLU | $15033095 | 4.07% | 331564 | $-1936709 | 下跌 ×2 | ||
| SPMO | $13385521 | 3.63% | 82862 | ||||
| XLE XLE | $12064692 | 3.27% | 227164 | $10512188 | 上涨 ×1 | ||
| BIL | $6519999 | 1.77% | 71148 | $36102 | 上涨 ×3 | ||
| AAPL Apple Inc. - Common Stock | $6073484 | 1.65% | 20990 | $740121 | 下跌 ×2 | ||
| IVV | $5713929 | 1.55% | 7630 | $533118 | 下跌 ×6 | ||
| LDUR | $4812926 | 1.30% | 50339 | $62521 | 上涨 ×3 | ||
| QINT | $4768681 | 1.29% | 68685 | $-1304102 | 下跌 ×2 | ||
| EFAV | $4474509 | 1.21% | 51015 | $-409997 | 下跌 ×4 | ||
| SPSM | $4193397 | 1.14% | 72714 | $1459441 | 上涨 ×2 | ||
| USMC Principal U.S. Mega-Cap ETF | $4192885 | 1.14% | 56564 | $227460 | 下跌 ×3 | ||
| BOND PIMCO Active Bond Exchange-Traded Fund Exchange-Traded Fund | $3827319 | 1.04% | 41507 | $37544 | 上涨 ×3 | ||
| PYLD | $3201455 | 0.87% | 120718 | $43012 | 上涨 ×3 | ||
| SPEM | $3010627 | 0.82% | 58143 | $895448 | 上涨 ×3 | ||
| JQUA | $2924574 | 0.79% | 40462 | $358154 | 下跌 ×4 | ||
| DE Deere & Company Common Stock | $2854893 | 0.77% | 4501 | $320223 | 上涨 ×3 | ||
| IUSV iShares Core S&P U.S. Value ETF | $2638387 | 0.71% | 23953 | $85564 | 下跌 ×2 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $2588112 | 0.70% | 7325 | $460568 | 下跌 ×1 | ||
| MINT | $2551703 | 0.69% | 25312 | $-1329796 | 下跌 ×1 | ||
| BRKA | $2246550 | 0.61% | 3 | $92130 | |||
| AMZN Amazon.com, Inc. - Common Stock | $2035188 | 0.55% | 8539 | $244272 | 下跌 ×3 | ||
| CASY Caseys General Stores, Inc. - Common Stock | $2006931 | 0.54% | 2525 | $169176 | 上涨 ×3 | ||
| MSFT Microsoft Corporation - Common Stock | $1999204 | 0.54% | 5360 | $117613 | 上涨 ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $1987873 | 0.54% | 9934 | $175312 | 下跌 ×3 | ||
| COST Costco Wholesale Corporation - Common Stock | $1791515 | 0.49% | 1915 | $-121696 | 下跌 ×1 | ||
| BRKB | $1783391 | 0.48% | 3564 | $56354 | 下跌 ×3 | ||
| GLD | $1426737 | 0.39% | 3873 | $-249672 | 下跌 ×1 | ||
| VYMI Vanguard International High Dividend Yield ETF | $1330975 | 0.36% | 13554 | $918863 | 上涨 ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $1295630 | 0.35% | 1759 | $393837 | 上涨 ×3 | ||
| LLY Eli Lilly and Company Common Stock | $1204455 | 0.33% | 1004 | $253242 | 下跌 ×1 | ||
| VUG | $1164731 | 0.32% | 13521 | $129355 | 上涨 ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $1161825 | 0.31% | 3550 | $118075 | 上涨 ×3 | ||
| CAT Caterpillar, Inc. Common Stock | $1122805 | 0.30% | 1054 | $375836 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $1117493 | 0.30% | 3127 | $205404 | 下跌 ×1 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $945721 | 0.26% | 1628 | $604365 | 下跌 ×1 | ||
| V Visa Inc. | $940328 | 0.25% | 2741 | $121167 | 上涨 ×2 | ||
| AMAT Applied Materials, Inc. - Common Stock | $900135 | 0.24% | 1245 | $474606 | |||
| MUB | $895329 | 0.24% | 8319 | $13054 | 上涨 ×3 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $858719 | 0.23% | 1524 | $-27688 | 下跌 ×1 | ||
| PMBS PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund | $814770 | 0.22% | 16500 | $-20147 | 下跌 ×1 | ||
| LNT Alliant Energy Corporation - Common Stock | $736604 | 0.20% | 9655 | $43799 | 上涨 ×1 | ||
| MAR Marriott International - Class A Common Stock | $626384 | 0.17% | 1690 | $73606 | |||
| SYK Stryker Corporation Common Stock | $562689 | 0.15% | 1787 | $-23182 | 上涨 ×5 | ||
| AVGO Broadcom Inc. - Common Stock | $529228 | 0.14% | 1401 | $95604 | |||
| FENI | $513865 | 0.14% | 12805 | $-837172 | 下跌 ×1 | ||
| VEA | $507712 | 0.14% | 7126 | $31079 | 下跌 ×1 | ||
| VOO | $499590 | 0.14% | 727 | $65122 | |||
| WRB W.R. Berkley Corporation Common Stock | $487503 | 0.13% | 6912 | $29376 | |||
| JNJ Johnson & Johnson Common Stock | $447461 | 0.12% | 1762 | $16791 | |||
| RTX RTX Corporation Common Stock | $422248 | 0.11% | 2225 | $-8509 | 下跌 ×1 | ||
| CRM Salesforce, Inc. Common Stock | $421786 | 0.11% | 2692 | $-117370 | 下跌 ×4 | ||
| IBM International Business Machines Corporation Common Stock | $409321 | 0.11% | 1456 | $58640 | 上涨 ×6 | ||
| SLV | $394341 | 0.11% | 7375 | $-110236 | 下跌 ×1 | ||
| EPD Enterprise Products Partners L.P. Common Stock | $374896 | 0.10% | 10198 | $-10225 | 上涨 ×1 | ||
| VTV | $346604 | 0.09% | 1590 | $34560 | |||
| IWB | $340600 | 0.09% | 832 | $44032 | |||
| MRK Merck & Company, Inc. Common Stock (new) | $333008 | 0.09% | 2592 | $41159 | 上涨 ×2 | ||
| TSLA Tesla, Inc. - Common Stock | $318816 | 0.09% | 758 | $-8325 | 下跌 ×1 | ||
| WMT Walmart Inc. - Common Stock | $318213 | 0.09% | 2810 | $-33057 | 下跌 ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $316814 | 0.09% | 2317 | $-62770 | 上涨 ×2 | ||
| BSCS Invesco BulletShares 2028 Corporate Bond ETF | $304967 | 0.08% | 14975 | $4953 | 上涨 ×3 | ||
| PG Procter & Gamble Company (The) Common Stock | $304430 | 0.08% | 2076 | $-13268 | 下跌 ×1 | ||
| VIG | $290191 | 0.08% | 1226 | $26546 | |||
| SBUX Starbucks Corporation - Common Stock | $282487 | 0.08% | 2764 | $34830 | |||
| QGRO | $280099 | 0.08% | 2373 | $-53829 | 下跌 ×3 | ||
| DFUV | $274280 | 0.07% | 4986 | $32658 | |||
| BILS | $273891 | 0.07% | 2756 | $-2354 | 下跌 ×2 | ||
| PEP PepsiCo, Inc. - Common Stock | $272519 | 0.07% | 2012 | $-27845 | 上涨 ×4 | ||
| BSCR Invesco BulletShares 2027 Corporate Bond ETF | $269612 | 0.07% | 13745 | $60 | 上涨 ×1 | ||
| BSCQ Invesco BulletShares 2026 Corporate Bond ETF | $267789 | 0.07% | 13715 | $-5791 | 下跌 ×2 | ||
| KO Coca-Cola Company (The) Common Stock | $257572 | 0.07% | 3169 | $12372 | 下跌 ×1 | ||
| CVX Chevron Corporation Common Stock | $239321 | 0.06% | 1444 | $-52005 | 上涨 ×2 | ||
| VBR | $225408 | 0.06% | 928 | $23878 | |||
| ABBV AbbVie Inc. Common Stock | $221914 | 0.06% | 882 | 上涨 ×1 | |||
| PM Philip Morris International Inc Common Stock | $219444 | 0.06% | 1213 | $-101527 | 下跌 ×1 | ||
| UNP Union Pacific Corporation Common Stock | $217600 | 0.06% | 800 | 上涨 ×1 | |||
| WFC Wells Fargo & Company Common Stock | $210780 | 0.06% | 2551 | $7882 | 上涨 ×1 | ||
| BMY Bristol-Myers Squibb Company Common Stock | $209715 | 0.06% | 3640 | $-9045 | 上涨 ×1 | ||
| ADBE Adobe Inc. - Common Stock | $202970 | 0.05% | 990 | $-74141 | 下跌 ×1 | ||
| MCD McDonald's Corporation Common Stock | $202268 | 0.05% | 748 | $-52173 | 下跌 ×1 | ||
| SCHD | $200471 | 0.05% | 6322 | 上涨 ×1 | |||
| DIA | $200075 | 0.05% | 383 | 上涨 ×1 | |||
| 无匹配项 | |||||||
重仓股
持仓连续增加3个季度以上。
持股数量按13F申报数据报告（未按拆股调整）
| 证券 | 价值 | % 占投资组合 | 连胜 |
|---|---|---|---|
| JEPQ | $41424808 | 11.22% | 上涨 ×5 |
| SPDW | $35108666 | 9.51% | 上涨 ×5 |
| SPYV | $27728388 | 7.51% | 上涨 ×6 |
| USMV | $19042413 | 5.16% | 上涨 ×3 |
| BIL | $6519999 | 1.77% | 上涨 ×3 |
| LDUR | $4812926 | 1.30% | 上涨 ×3 |
| BOND | $3827319 | 1.04% | 上涨 ×3 |
| PYLD | $3201455 | 0.87% | 上涨 ×3 |
| SPEM | $3010627 | 0.82% | 上涨 ×3 |
| DE | $2854893 | 0.77% | 上涨 ×3 |
| CASY | $2006931 | 0.54% | 上涨 ×3 |
| QQQ | $1295630 | 0.35% | 上涨 ×3 |
| JPM | $1161825 | 0.31% | 上涨 ×3 |
| MUB | $895329 | 0.24% | 上涨 ×3 |
| SYK | $562689 | 0.15% | 上涨 ×5 |
最大新仓位
本季度新开仓位，按规模从大到小排序。
季度涨幅榜
| 证券 | 操作 | 股份变动 | 价值变动 |
|---|---|---|---|
| SGOV | 削减 | -177K | -$17.9M |
| SPYG | 增持 | +79K | +$10.6M |
| SPYM | 增持 | +30K | +$6.3M |
| JEPQ | 增持 | +39K | +$6.2M |
| SPDW | 增持 | +48K | +$5.5M |
| SPYV | 增持 | +41K | +$4.2M |
| RSP | 削减 | -3K | +$2.5M |
| XLU | 削减 | -38K | -$1.9M |
| SPSM | 增持 | +16K | +$1.5M |
| MINT | 削减 | -13K | -$1.3M |
1 个持仓已隐藏（数据完整性检查）
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| JEPI | 2025年6月30日 | 271552 | $15516481 | 不再跟踪 |
| JPST | 2026年3月31日 | 99858 | $5051806 | 不再跟踪 |
| SPMO | 2026年3月31日 | 31323 | $3737463 | 不再跟踪 |
| XLV | 2025年6月30日 | 17694 | $2583434 | 不再跟踪 |
| BUCK | 2025年9月30日 | 77656 | $1835787 | 不再跟踪 |
| CGMS | 2025年9月30日 | 16918 | $467270 | 不再跟踪 |
| PULS | 2026年3月31日 | 7445 | $369210 | 不再跟踪 |
| DIS | 2025年3月31日 | 2781 | $309675 | 8.5% |
| CVX | 2025年6月30日 | 1547 | $258844 | 44.3% |
| BSCP | 2025年6月30日 | 11174 | $231077 | 不再跟踪 |
| MRK | 2025年6月30日 | 2413 | $216610 | 91.6% |
| BMY | 2025年6月30日 | 3547 | $216315 | 42.7% |
| T | 2025年3月31日 | 9417 | $214435 | -10.3% |
| NFLX | 2026年6月30日 | 2190 | $210569 | 11.4% |
| T | 2025年12月31日 | 7364 | $207969 | 2.1% |
| ORCL | 2026年3月31日 | 1065 | $207579 | -0.4% |
| ITW | 2026年3月31日 | 840 | $206892 | 8.6% |
| DIS | 2025年9月30日 | 1663 | $206244 | -6.4% |
| VZ | 2026年6月30日 | 4100 | $205829 | 16.8% |
| STZ | 2025年6月30日 | 1121 | $205726 | -17.4% |
| NKE | 2025年12月31日 | 2920 | $203612 | -36.3% |
| AMAT | 2025年3月31日 | 1245 | $202474 | 240.5% |
| JNJ | 2025年6月30日 | 1216 | $201599 | 74.9% |
| VFF | 2026年3月31日 | 18575 | $67799 | -8.3% |
| MSOS | 2025年9月30日 | 10020 | $24148 | 不再跟踪 |
| ASST | 2026年3月31日 | 22224 | $16401 | 83.5% |