WA

Wealth Advisors of Tampa Bay, LLC

分散型投资策略趋势追踪型高品质投资策略

申报总市值

US$3.0亿

申报季度: 2026-03-31 · 持股只数: 93

Wealth Advisors of Tampa Bay, LLC在最新一期 13F 报告中披露了 93 项持股，申报期为 2026-03-31，总持股市值约为 US$3.0亿，季度换手率为 16.3%。

机构性格雪花图

集中度
8.94
持仓稳定性
16.3
动能／逆势
100
行业集中度
52.19
多样化
100
仓位均衡度
89.56

近期动向

  • 加仓 JPLD

    +58.2%　US$353.5万

  • 减仓 AVGO

    -1.6%　-US$235.1万

  • 减仓 MSFT

    +9.8%　-US$216.2万

  • 加仓 GLW

    -22.2%　US$216.7万

  • 加仓 CVX

    +5.5%　US$180.0万

  • 减仓 GOOGL

    -2.7%　-US$101.9万

持仓地图

新建仓加仓不变减仓

前十大持股占比

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4Q Trend
1AVGOBroadcom INC股票-科技5.70%-1.06%-1.59%
2GLWCorning INC股票-科技4.16%+0.56%-22.21%
3JPSTJpmorgan Ultra-short IncomeETF-其他3.90%+0.45%+17.98%
4MSFTMicrosoft CORP股票-科技3.76%-0.91%+9.77%
5AAPLApple INC股票-科技3.31%-0.44%-1.45%
6WMTWalmart INC股票-非周期性消费3.27%—-9.53%
7JPLDJpmorgan LTD Duration ETFETF-其他3.19%+1.08%+58.25%
8ADIAnalog Devices INC股票-科技3.04%+0.29%-1.70%
9GOOGLAlphabet Inc-cl A股票-通信服务2.83%-0.47%-2.75%
10GSGoldman Sachs Group INC股票-金融2.81%-0.29%-1.57%
11ETREntergy CORP股票-公用事业2.46%+0.27%-3.71%
12VZVerizon Communications INC股票-通信服务2.45%+0.33%-2.03%
13WMWaste Management INC股票-工业2.36%+0.02%+0.81%
14BNYBank Of New York Mellon CORP股票-金融2.20%-0.22%-7.21%
15AMZNAmazon.com INC股票-周期性消费2.18%-0.37%-1.28%
16GRMNGarmin Ltd.股票-科技2.11%+0.17%-0.67%
17CVXChevron CORP股票-能源1.97%+0.53%+5.54%
18MCDMcdonald's CORP股票-周期性消费1.96%—-2.19%
19HASHasbro INC股票-周期性消费1.67%+0.13%-0.79%
20PNCPnc Financial Services Group股票-金融1.65%—+0.91%
21TAt&t INC股票-通信服务1.63%+0.14%-2.25%
22RTXRtx CORP股票-工业1.62%+0.01%-0.49%
23BBYBest Buy Co INC股票-周期性消费1.58%+0.44%+50.82%
24LMTLockheed Martin CORP股票-工业1.55%+0.24%-0.77%
25CSCOCisco Systems INC股票-科技1.55%—-1.90%
26BMYBristol-myers Squibb Co股票-医疗保健1.45%+0.10%-0.19%
27NVDANvidia CORP股票-科技1.43%-0.14%+1.64%
28PSCPrincipal US Small-cap ETFETF-其他1.41%—-1.71%
29MDTMedtronic plc股票-医疗保健1.33%-0.14%+4.80%
30HELOJpmorgan Hedged Equity ETFETF-其他1.33%—+4.87%
31MMM3m Co股票-工业1.32%+0.30%+48.59%
32BXBlackstone INC股票-金融1.32%-0.21%+20.54%
33HDHome Depot INC股票-周期性消费1.27%-0.14%-1.52%
34CBOECboe Global Markets INC股票-金融1.10%+0.06%-1.53%
35GDGeneral Dynamics CORP股票-工业1.07%—-1.16%
36UBERUber Technologies INC股票-工业1.01%—+16.61%
37CRMSalesforce INC股票-科技0.94%-0.42%+2.69%
38IGSBIshares 1-5y Inv Grade CORPETF-其他0.92%—+0.43%
39MXIIshares Global Materials ETFETF-其他0.87%+0.31%+46.55%
40PFEPfizer INC股票-医疗保健0.85%—-6.86%
41XLBSs Materials Select SectorETF-其他0.82%—-1.40%
42NEENextera Energy INC股票-公用事业0.81%+0.07%-1.86%
43TUTelus CORP股票-其他0.71%—+11.75%
44NOWServicenow INC股票-科技0.69%-0.17%+22.22%
45SPOTSpotify Technology S.A.股票-通信服务0.68%—+24.10%
46ORealty Income CORP股票-房地产0.67%+0.07%+7.44%
47TFCTruist Financial CORP股票-金融0.66%-0.13%-7.46%
48ACIAlbertsons Cos INC - Class A股票-非周期性消费0.64%+0.64%NEW
49ZTSZoetis INC股票-医疗保健0.63%+0.63%NEW
50VVisa Inc-class A Shares股票-金融0.61%—+17.86%
1–50 of 93

本季持股变动

Wealth Advisors of Tampa Bay, LLC 在 2026-03-31 最显著的持仓异动： 清仓: Electronic Arts INC (EA); 新建仓: Albertsons Cos INC - Class A (ACI); 新建仓: Zoetis INC (ZTS); 新建仓: Netflix INC (NFLX); 清仓: Kraft Heinz Co/the (KHC).

Wealth Advisors of Tampa Bay, LLC 于截至 2026-03-31 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
1JPLDJpmorgan LTD Duration ETF+1.1%+58.25%加仓
2GLWCorning INC+0.6%-22.21%减仓
3CVXChevron CORP+0.5%+5.54%加仓
4JPSTJpmorgan Ultra-short Income+0.5%+17.98%加仓
5BBYBest Buy Co INC+0.4%+50.82%加仓
6VZVerizon Communications INC+0.3%-2.03%减仓
7MXIIshares Global Materials ETF+0.3%+46.55%加仓
8MMM3m Co+0.3%+48.59%加仓
9ADIAnalog Devices INC+0.3%-1.70%减仓
10ETREntergy CORP+0.3%-3.71%减仓
11LMTLockheed Martin CORP+0.2%-0.77%减仓
12GRMNGarmin Ltd.+0.2%-0.67%减仓
13TAt&t INC+0.1%-2.25%减仓
14HASHasbro INC+0.1%-0.79%减仓
15XOMExxon Mobil CORP+0.1%—不变
16CMCSAComcast Corp-class A+0.1%+38.52%加仓
17TGTTarget CORP+0.1%+38.57%加仓
18BMYBristol-myers Squibb Co+0.1%-0.19%减仓
19NEENextera Energy INC+0.1%-1.86%减仓
20ORealty Income CORP+0.1%+7.44%加仓
21HYSPimco 0-5 Year H/y CORP Bond+0.1%+100.00%加仓
22CBOECboe Global Markets INC+0.1%-1.53%减仓
23COSTCostco Wholesale CORP+0.1%—不变
24WMWaste Management INC0%+0.81%加仓
25RTXRtx CORP0%-0.49%减仓
26CRWDCrowdstrike Holdings INC - A-0.1%—不变
27TFCTruist Financial CORP-0.1%-7.46%减仓
28HDHome Depot INC-0.1%-1.52%减仓
29MDTMedtronic plc-0.1%+4.80%加仓
30NVDANvidia CORP-0.1%+1.64%加仓
31NOWServicenow INC-0.2%+22.22%加仓
32BXBlackstone INC-0.2%+20.54%加仓
33COFCapital One Financial CORP-0.2%—不变
34BNYBank Of New York Mellon CORP-0.2%-7.21%减仓
35GSGoldman Sachs Group INC-0.3%-1.57%减仓
36AMZNAmazon.com INC-0.4%-1.28%减仓
37CRMSalesforce INC-0.4%+2.69%加仓
38AAPLApple INC-0.4%-1.45%减仓
39GOOGLAlphabet Inc-cl A-0.5%-2.75%减仓
40MSFTMicrosoft CORP-0.9%+9.77%加仓
41AVGOBroadcom INC-1.1%-1.59%减仓
42EAElectronic Arts INC—EXIT清仓
43ACIAlbertsons Cos INC - Class A—NEW新建仓
44ZTSZoetis INC—NEW新建仓
45NFLXNetflix INC—NEW新建仓
46KHCKraft Heinz Co/the—EXIT清仓
47PYPLPaypal Holdings INC—EXIT清仓
48RDDTReddit Inc-cl A—NEW新建仓
49DISWalt Disney Co/the—EXIT清仓
50DFUVDimensional US Marketwide Va—NEW新建仓

FAQ

Wealth Advisors of Tampa Bay, LLC 是什么机构？属于哪种投资人类型？
Wealth Advisors of Tampa Bay, LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$3.0亿，分布在 93 个已申报仓位之中。
Wealth Advisors of Tampa Bay, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Wealth Advisors of Tampa Bay, LLC 按市值排列的前几大持股为： 1. Broadcom INC (AVGO) — US$1724.9万 (5.7%) 2. Corning INC (GLW) — US$1258.7万 (4.2%) 3. Jpmorgan Ultra-short Income (JPST) — US$1178.9万 (3.9%) 4. Microsoft CORP (MSFT) — US$1136.8万 (3.8%) 5. Apple INC (AAPL) — US$1000.6万 (3.3%)
Wealth Advisors of Tampa Bay, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Wealth Advisors of Tampa Bay, LLC 共进行了 46 项显著调整：新建仓 5 个仓位、加仓 17 个既有持股、减仓 20 个仓位，并完全清仓 4 个持股。 其中幅度最大的异动：清仓: Electronic Arts INC (EA); 新建仓: Albertsons Cos INC - Class A (ACI); 新建仓: Zoetis INC (ZTS); 新建仓: Netflix INC (NFLX); 清仓: Kraft Heinz Co/the (KHC)
Wealth Advisors of Tampa Bay, LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Wealth Advisors of Tampa Bay, LLC 的主要板块分布如下： • Information Technology: 33.4% • Financials: 13.6% • Industrials: 10.7% • Consumer Discretionary: 10.6% • Communication Services: 10.3% • Health Care: 6.3%