Wilkins Miller Wealth Management, LLC
CIK 2057318 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $181.8M
- 持仓
- 95
- 截至
- 2026年6月30日
按 13F 价值排名第 6775（共 9443） · 前 71.7%
投资组合价值同比（季度）：+10.0% 13F不披露现金
- 前十大持仓权重
- 43.75%
- 前二十五大持仓权重
- 72.01%
- 持仓高于 1%
- 28
- 有效持仓数量
- 33.3
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 1.36% 估计买入 $5793978 · 卖出 $2356483
中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 89.6% 仍持有
- 新仓位
- 7
- 增加
- 47
- 减少
- 37
- 已结清
- 1
本页内容
行业细分
Technology
2.5%
Energy
1.6%
Industrials
1.2%
Communication Services
1.1%
Financials
1.0%
Retail
1.0%
Healthcare
1.0%
Consumer Staples
0.5%
Utilities
0.4%
Financial Services
0.4%
Communications
0.1%
Consumer products
0.1%
其他/未映射
89.2%
完整投资组合 95 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| SCHX | $17435100 | 9.59% | 592426 | $2196080 | 下跌 ×3 | ||
| SCHG | $10095124 | 5.55% | 298319 | $1359900 | 下跌 ×1 | ||
| IVV | $8272128 | 4.55% | 11046 | $942084 | 下跌 ×3 | ||
| SCHA | $7339684 | 4.04% | 203147 | $1424705 | 下跌 ×1 | ||
| SPDW | $7048838 | 3.88% | 139886 | $772326 | 上涨 ×2 | ||
| BSCU Invesco BulletShares 2030 Corporate Bond ETF | $6286360 | 3.46% | 377673 | $154109 | 上涨 ×6 | ||
| BSCT Invesco BulletShares 2029 Corporate Bond ETF | $5890136 | 3.24% | 317100 | $-44957 | 下跌 ×1 | ||
| BSCS Invesco BulletShares 2028 Corporate Bond ETF | $5870669 | 3.23% | 288272 | $-393410 | 下跌 ×4 | ||
| FNDX | $5740162 | 3.16% | 184571 | $866812 | 上涨 ×1 | ||
| IBDV | $5587363 | 3.07% | 256301 | $-35909 | 下跌 ×1 | ||
| GSEW | $5515036 | 3.03% | 58410 | $558192 | 下跌 ×2 | ||
| IBDW | $4314252 | 2.37% | 207018 | $-111206 | 下跌 ×3 | ||
| IBDU | $4080369 | 2.24% | 176182 | $-16483 | 上涨 ×1 | ||
| VYM | $4069513 | 2.24% | 25752 | $419630 | 上涨 ×6 | ||
| VFMO | $3692671 | 2.03% | 14800 | $885549 | 上涨 ×6 | ||
| BIV | $3651021 | 2.01% | 47601 | $190147 | 上涨 ×6 | ||
| VIG | $3317630 | 1.82% | 14021 | $154570 | 下跌 ×3 | ||
| SPYG | $3281268 | 1.80% | 27576 | $582700 | 上涨 ×1 | ||
| SCHB | $3014406 | 1.66% | 104089 | $394128 | 下跌 ×3 | ||
| BSCV Invesco BulletShares 2031 Corporate Bond ETF | $2964857 | 1.63% | 180949 | $16486 | 上涨 ×6 | ||
| SCHV | $2916799 | 1.60% | 83792 | $415570 | 上涨 ×6 | ||
| AAPL Apple Inc. - Common Stock | $2823324 | 1.55% | 9757 | $346011 | 下跌 ×1 | ||
| SCHF | $2742720 | 1.51% | 99015 | $418232 | 上涨 ×6 | ||
| IJR | $2579743 | 1.42% | 17394 | $659610 | 上涨 ×6 | ||
| BSCW Invesco BulletShares 2032 Corporate Bond ETF | $2424291 | 1.33% | 118200 | $-12544 | 下跌 ×2 | ||
| BLV | $2257285 | 1.24% | 32747 | $-253073 | 下跌 ×1 | ||
| IBDT | $1964250 | 1.08% | 77792 | $62487 | 上涨 ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $1839641 | 1.01% | 5620 | $235478 | 上涨 ×1 | ||
| SPYM | $1805212 | 0.99% | 20542 | $253803 | 上涨 ×2 | ||
| BSCR Invesco BulletShares 2027 Corporate Bond ETF | $1697421 | 0.93% | 86537 | $-93416 | 下跌 ×4 | ||
| QQQ Invesco QQQ Trust, Series 1 | $1690335 | 0.93% | 2295 | $579030 | 上涨 ×1 | ||
| IBDY | $1617774 | 0.89% | 62838 | $27560 | 上涨 ×4 | ||
| IBDX | $1576081 | 0.87% | 62568 | $-118627 | 下跌 ×1 | ||
| SCHM | $1546463 | 0.85% | 41944 | $311877 | 上涨 ×4 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $1472616 | 0.81% | 4121 | $304147 | 上涨 ×2 | ||
| CVX Chevron Corporation Common Stock | $1444312 | 0.79% | 8713 | $-322569 | 上涨 ×1 | ||
| SCHE | $1443205 | 0.79% | 39802 | $202313 | 上涨 ×2 | ||
| VOO | $1429930 | 0.79% | 2082 | $501708 | 上涨 ×1 | ||
| VO | $1366318 | 0.75% | 16958 | $282530 | 上涨 ×6 | ||
| SPYD | $1152314 | 0.63% | 24152 | $17058 | 下跌 ×3 | ||
| QUS | $1101378 | 0.61% | 5894 | $21150 | 下跌 ×3 | ||
| BSV | $1095059 | 0.60% | 14055 | $10674 | 上涨 ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $1004531 | 0.55% | 2848 | $66772 | 下跌 ×5 | ||
| GLD | $978786 | 0.54% | 2657 | $-152877 | 上涨 ×4 | ||
| BSCX Invesco BulletShares 2033 Corporate Bond ETF | $978574 | 0.54% | 46477 | $41469 | 上涨 ×4 | ||
| ITOT | $948962 | 0.52% | 5777 | $104316 | 下跌 ×3 | ||
| USRT | $930654 | 0.51% | 14005 | $94733 | 下跌 ×4 | ||
| SCHD | $814762 | 0.45% | 25694 | $7892 | 下跌 ×5 | ||
| QUAL | $791780 | 0.44% | 3608 | $108774 | 上涨 ×2 | ||
| XOM Exxon Mobil Corporation Common Stock | $789498 | 0.43% | 5775 | $-163810 | 上涨 ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $778656 | 0.43% | 2087 | $-85072 | 下跌 ×1 | ||
| VYMI Vanguard International High Dividend Yield ETF | $717694 | 0.39% | 7308 | $-6920 | 下跌 ×1 | ||
| SO Southern Company (The) Common Stock | $700848 | 0.39% | 7323 | $-5278 | 上涨 ×3 | ||
| KO Coca-Cola Company (The) Common Stock | $690931 | 0.38% | 8502 | $45530 | 上涨 ×3 | ||
| XLK XLK | $651750 | 0.36% | 3421 | $191107 | 下跌 ×2 | ||
| BSCY Invesco BulletShares 2034 Corporate Bond ETF | $601597 | 0.33% | 29112 | $44733 | 上涨 ×3 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $568875 | 0.31% | 1610 | $133565 | 上涨 ×1 | ||
| LLY Eli Lilly and Company Common Stock | $563732 | 0.31% | 470 | $117644 | 下跌 ×2 | ||
| SCHH | $547128 | 0.30% | 23105 | $157729 | 上涨 ×2 | ||
| BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF | $543740 | 0.30% | 23687 | $-35454 | 下跌 ×6 | ||
| JNJ Johnson & Johnson Common Stock | $498720 | 0.27% | 1964 | $28026 | 上涨 ×4 | ||
| EMR Emerson Electric Company Common Stock | $495333 | 0.27% | 3460 | $51922 | 上涨 ×5 | ||
| NVDA NVIDIA Corporation - Common Stock | $480088 | 0.26% | 2399 | $96403 | 上涨 ×1 | ||
| FENY | $468075 | 0.26% | 15835 | $-69661 | 上涨 ×5 | ||
| BRKB | $466363 | 0.26% | 932 | $14957 | 下跌 ×1 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $463152 | 0.25% | 3604 | $32269 | 上涨 ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $451893 | 0.25% | 1896 | $-31918 | 下跌 ×2 | ||
| UNP Union Pacific Corporation Common Stock | $387677 | 0.21% | 1425 | $42108 | 上涨 ×6 | ||
| ORCL Oracle Corporation Common Stock | $385198 | 0.21% | 2628 | $-418 | 上涨 ×2 | ||
| SPY SPY | $349178 | 0.19% | 468 | $133433 | 上涨 ×1 | ||
| CSL Carlisle Companies Incorporated Common Stock | $348240 | 0.19% | 960 | $27965 | |||
| IWD | $342311 | 0.19% | 1412 | $40609 | |||
| LOW Lowe's Companies, Inc. Common Stock | $313893 | 0.17% | 1424 | $-21746 | 上涨 ×2 | ||
| GE GE Aerospace Common Stock | $300317 | 0.17% | 804 | $72301 | |||
| RTX RTX Corporation Common Stock | $298198 | 0.16% | 1572 | $9239 | 上涨 ×4 | ||
| PM Philip Morris International Inc Common Stock | $297224 | 0.16% | 1643 | $9315 | 下跌 ×3 | ||
| DTD | $279647 | 0.15% | 2999 | $20653 | |||
| BK The Bank of New York Mellon Corporation Common Stock | $276826 | 0.15% | 1914 | $47577 | 下跌 ×1 | ||
| NSC Norfolk Southern Corporation Common Stock | $264753 | 0.15% | 842 | $23714 | 上涨 ×4 | ||
| FNDF | $263635 | 0.14% | 4997 | $20185 | 上涨 ×1 | ||
| MS Morgan Stanley Common Stock | $252859 | 0.14% | 1210 | ||||
| IXUS iShares Core MSCI Total International Stock ETF | $250962 | 0.14% | 2630 | 上涨 ×1 | |||
| SDY | $242103 | 0.13% | 1591 | $-42620 | 下跌 ×3 | ||
| BSCQ Invesco BulletShares 2026 Corporate Bond ETF | $232836 | 0.13% | 11925 | $-26542 | 下跌 ×2 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $232603 | 0.13% | 1980 | 上涨 ×1 | |||
| IBDZ | $228507 | 0.13% | 8772 | $-8652 | 下跌 ×2 | ||
| AMGN Amgen Inc. - Common Stock | $225989 | 0.12% | 624 | $7254 | 上涨 ×2 | ||
| SPYV | $221458 | 0.12% | 3643 | $16032 | 上涨 ×1 | ||
| EPD Enterprise Products Partners L.P. Common Stock | $219457 | 0.12% | 5970 | $-16604 | 下跌 ×2 | ||
| VLO Valero Energy Corporation Common Stock | $214548 | 0.12% | 824 | 上涨 ×1 | |||
| PG Procter & Gamble Company (The) Common Stock | $212147 | 0.12% | 1447 | $-106679 | 下跌 ×4 | ||
| VTV | $210545 | 0.12% | 966 | 上涨 ×1 | |||
| MPC Marathon Petroleum Corporation Common Stock | $208146 | 0.11% | 814 | 上涨 ×1 | |||
| V Visa Inc. | $203770 | 0.11% | 594 | $-11054 | 下跌 ×1 | ||
| VB | $203453 | 0.11% | 671 | 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 |
|---|---|---|---|
| BSCU | $6286360 | 3.46% | 上涨 ×6 |
| VYM | $4069513 | 2.24% | 上涨 ×6 |
| VFMO | $3692671 | 2.03% | 上涨 ×6 |
| BIV | $3651021 | 2.01% | 上涨 ×6 |
| BSCV | $2964857 | 1.63% | 上涨 ×6 |
| SCHV | $2916799 | 1.60% | 上涨 ×6 |
| SCHF | $2742720 | 1.51% | 上涨 ×6 |
| IJR | $2579743 | 1.42% | 上涨 ×6 |
| IBDY | $1617774 | 0.89% | 上涨 ×4 |
| SCHM | $1546463 | 0.85% | 上涨 ×4 |
| VO | $1366318 | 0.75% | 上涨 ×6 |
| GLD | $978786 | 0.54% | 上涨 ×4 |
| BSCX | $978574 | 0.54% | 上涨 ×4 |
| SO | $700848 | 0.39% | 上涨 ×3 |
| KO | $690931 | 0.38% | 上涨 ×3 |
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 |
|---|---|---|---|
| SCHX | 削减 | -2K | +$2.2M |
| SCHA | 削减 | -257 | +$1.4M |
| SCHG | 削减 | -2K | +$1.4M |
| IVV | 削减 | -176 | +$942K |
| VFMO | 增持 | +558 | +$886K |
| FNDX | 增持 | +10K | +$867K |
| SPDW | 增持 | +2K | +$772K |
| IJR | 增持 | +2K | +$660K |
| SPYG | 增持 | +14 | +$583K |
| QQQ | 增持 | +370 | +$579K |
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 |
|---|---|---|---|---|
| BSJP | 2025年12月31日 | 41993 | $968362 | 不再跟踪 |
| BSCP | 2025年12月31日 | 18302 | $378730 | 不再跟踪 |
| TLT | 2026年3月31日 | 3983 | $347170 | |
| GL | 2025年3月31日 | 2340 | $260957 | 30.7% |
| PEP | 2025年3月31日 | 1509 | $229498 | -4.9% |
| FNDA | 2025年6月30日 | 8213 | $224967 | 不再跟踪 |
| DUK | 2026年6月30日 | 1718 | $224944 | -3.5% |
| OKE | 2025年6月30日 | 2233 | $221574 | 16.1% |
| EFA | 2025年12月31日 | 2282 | $213070 | 不再跟踪 |
| AMGN | 2025年6月30日 | 682 | $212507 | 56.2% |
| MS | 2026年3月31日 | 1187 | $210904 | 28.6% |
| META | 2025年12月31日 | 280 | $205925 | -16.9% |
| AXP | 2026年3月31日 | 550 | $203772 | 10.8% |