Wealth Advisors, INC. — Q2 2021 13F 持股

Name: Wealth Advisors, INC. — 13F Holdings, Q2 2021
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001806580

申报总市值

US$2.2亿

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本季完整持股清单

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	AMZN	Amazon.com INC	股票-周期性消费	17.89%	—	+0.02%
2	AAPL	Apple INC	股票-科技	16.24%	—	-1.52%
3	GOOGL	Alphabet Inc-cl A	股票-通信服务	6.26%	—	+0.07%
4	QQQ	Invesco Qqq Trust Series 1	ETF-科技型	5.94%	—	+1.01%
5	MA	Mastercard INC - A	股票-金融	5.29%	—	—
6	XLV	Ss Health Care Select Sector	ETF-其他	4.79%	—	+0.34%
7	MSFT	Microsoft CORP	股票-科技	3.73%	—	-1.37%
8	ESS	Essex Property Trust INC	股票-房地产	3.56%	—	—
9	V	Visa Inc-class A Shares	股票-金融	3.31%	—	-1.34%
10	VIG	Vanguard Dividend Apprec ETF	ETF-其他	3.24%	—	+2.36%
11	META	Meta Platforms Inc-class A	股票-通信服务	2.64%	—	-0.36%
12	NVDA	Nvidia CORP	股票-科技	2.60%	—	+300.02%
13	TQQQ	Proshares Ultrapro Qqq	ETF-其他	2.44%	—	—
14	QCOM	Qualcomm INC	股票-科技	2.37%	—	-3.91%
15	LUV	Southwest Airlines Co	股票-工业	1.58%	—	-1.56%
16	JNJ	Johnson & Johnson	股票-医疗保健	1.47%	—	-7.27%
17	HD	Home Depot INC	股票-周期性消费	1.37%	—	—
18	RDVY	First Trust Rising Dividend	ETF-其他	1.00%	—	+4.78%
19	TMO	Thermo Fisher Scientific INC	股票-医疗保健	0.96%	—	—
20	IYJ	Ishares U.s. Industrials ETF	ETF-其他	0.89%	—	+4.32%
21	VYM	Vanguard High Dvd Yield ETF	ETF-其他	0.85%	—	+6.17%
22	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股与成长	0.79%	—	-0.34%
23	XLK	Ss Technology Select Sector	ETF-科技型	0.71%	—	-6.03%
24	SBUX	Starbucks CORP	股票-周期性消费	0.65%	—	+0.01%
25	NXTG	First Trust Indxx Nextg ETF	ETF-其他	0.59%	—	—
26	PPA	Invesco Aerospace & Defense	ETF-其他	0.54%	—	-0.51%
27	STZ	Constellation Brands Inc-a	股票-非周期性消费	0.41%	—	-12.28%
28	FPXI	First Trust International Eq	ETF-其他	0.41%	—	—
29	MU	Micron Technology INC	股票-科技	0.38%	—	+54.27%
30	VUG	Vanguard Growth ETF	ETF-其他	0.37%	—	-0.74%
31	SDY	Ss Spdr S&p Dividend ETF	ETF-其他	0.35%	—	—
32	VZ	Verizon Communications INC	股票-通信服务	0.34%	—	+0.70%
33	BAC	Bank Of America CORP	股票-金融	0.33%	—	—
34	IJR	Ishares Core S&p Small-cap E	ETF-中小型股	0.30%	—	—
35	ABBV	Abbvie INC	股票-医疗保健	0.29%	—	-3.12%
36	VIS	Vanguard Industrials ETF	ETF-其他	0.29%	—	+3.13%
37	VOO	Vanguard S&p 500 ETF	ETF-大型股与成长	0.29%	—	—
38	AXP	American Express Co	股票-金融	0.26%	—	—
39	GM	General Motors Co	股票-周期性消费	0.22%	—	+0.27%
40	MDY	State Street Spdr S&p Midcap	ETF-其他	0.22%	—	—
41	GOOG	Alphabet Inc-cl C	股票-通信服务	0.20%	—	—
42	0VVB	Paramount Global-class B	股票-其他	0.18%	—	+533.48%
43	DKNG1USD	Draftkings Holdings INC	股票-其他	0.18%	—	+18.99%
44	FXL	First Trust Technology Alpha	ETF-科技型	0.17%	—	—
45	AMD	Advanced Micro Devices	股票-科技	0.15%	—	—
46	QCLN	First Trust Nasdaq Clean Edg	ETF-科技型	0.15%	—	-4.88%
47	IDXX	Idexx Laboratories INC	股票-医疗保健	0.14%	—	—
48	UPST	Upstart Holdings INC	股票-金融	0.14%	—	+59.61%
49	DIS	Walt Disney Co/the	股票-通信服务	0.14%	—	+157.96%
50	JPM	Jpmorgan Chase & Co	股票-金融	0.14%	—	-2.49%

1–50 of 75

本季持股变动

Wealth Advisors, INC. 于截至 Q2 2021 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#	代码	标的名称	占比变动	持仓量变化	异动类型
1	AMZN	Amazon.com INC	—	EXIT	清仓
2	AAPL	Apple INC	—	EXIT	清仓
3	QQQ	Invesco Qqq Trust Series 1	—	EXIT	清仓
4	MA	Mastercard INC - A	—	EXIT	清仓
5	GOOGL	Alphabet Inc-cl A	—	EXIT	清仓
6	XLV	Ss Health Care Select Sector	—	EXIT	清仓
7	MSFT	Microsoft CORP	—	EXIT	清仓
8	ESS	Essex Property Trust INC	—	EXIT	清仓
9	VIG	Vanguard Dividend Apprec ETF	—	EXIT	清仓
10	V	Visa Inc-class A Shares	—	EXIT	清仓
11	META	Meta Platforms Inc-class A	—	EXIT	清仓
12	QCOM	Qualcomm INC	—	EXIT	清仓
13	NVDA	Nvidia CORP	—	EXIT	清仓
14	TQQQ	Proshares Ultrapro Qqq	—	EXIT	清仓
15	LUV	Southwest Airlines Co	—	EXIT	清仓
16	JNJ	Johnson & Johnson	—	EXIT	清仓
17	HD	Home Depot INC	—	EXIT	清仓
18	RDVY	First Trust Rising Dividend	—	EXIT	清仓
19	TMO	Thermo Fisher Scientific INC	—	EXIT	清仓
20	IYJ	Ishares U.s. Industrials ETF	—	EXIT	清仓
21	VYM	Vanguard High Dvd Yield ETF	—	EXIT	清仓
22	SPY	Ss Spdr S&p 500 ETF Trust-us	—	EXIT	清仓
23	XLK	Ss Technology Select Sector	—	EXIT	清仓
24	CRWD	Crowdstrike Holdings INC - A	—	EXIT	清仓
25	NXTG	First Trust Indxx Nextg ETF	—	EXIT	清仓
26	PPA	Invesco Aerospace & Defense	—	EXIT	清仓
27	STZ	Constellation Brands Inc-a	—	EXIT	清仓
28	FPXI	First Trust International Eq	—	EXIT	清仓
29	VZ	Verizon Communications INC	—	EXIT	清仓
30	SDY	Ss Spdr S&p Dividend ETF	—	EXIT	清仓
31	VUG	Vanguard Growth ETF	—	EXIT	清仓
32	BAC	Bank Of America CORP	—	EXIT	清仓
33	SBUX	Starbucks CORP	—	EXIT	清仓
34	MU	Micron Technology INC	—	EXIT	清仓
35	IJR	Ishares Core S&p Small-cap E	—	EXIT	清仓
36	ABBV	Abbvie INC	—	EXIT	清仓
37	VIS	Vanguard Industrials ETF	—	EXIT	清仓
38	VOO	Vanguard S&p 500 ETF	—	EXIT	清仓
39	NOW	Servicenow INC	—	EXIT	清仓
40	MDY	State Street Spdr S&p Midcap	—	EXIT	清仓
41	AXP	American Express Co	—	EXIT	清仓
42	DKNG1USD	Draftkings Holdings INC	—	EXIT	清仓
43	GM	General Motors Co	—	EXIT	清仓
44	GOOG	Alphabet Inc-cl C	—	EXIT	清仓
45	FXL	First Trust Technology Alpha	—	EXIT	清仓
46	QCLN	First Trust Nasdaq Clean Edg	—	EXIT	清仓
47	T	At&t INC	—	EXIT	清仓
48	JPM	Jpmorgan Chase & Co	—	EXIT	清仓
49	BABA	Alibaba Group Holding-sp Adr	—	EXIT	清仓
50	IBB	Ishares Biotechnology ETF	—	EXIT	清仓