WP Advisors, LLC
- SEC CIK
- 0001697796
- 最新申報
- 2026/7/29
2022 年第 2 季到 2022 年第 3 季的持倉變化
只比多頭部位，依股數判斷新進、加碼、減碼與清倉。可以換成這家機構任兩季比較。
- 新進
- 3 檔
- 估計 +$76.2 萬
- 加碼
- 66 檔
- 估計 +$1,212 萬
- 減碼
- 23 檔
- 估計 −$1,400 萬
- 清倉
- 5 檔
- 估計 −$186.9 萬
總值從 $2.30 億變成 $2.21 億（−$919.7 萬 (−4.0%)），持股從 106 檔變成 104 檔（−2）。
2022 年第 3 季全部持倉2022 年第 2 季全部持倉
股數、市值、佔組合 % 每一格上面是 2022 年第 3 季，下面灰字是 2022 年第 2 季。兩季之間拆股的股票，2022 年第 2 季的股數先依拆股比例換算再比較。
| 證券 | 動作 | 股數 | 股數變化 | 市值 | 估計買賣 | 佔組合 % | 比重變化（百分點） |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | 減碼歷史 | 187,977188,281 | −304−0.2% | $2,598 萬$2,574 萬 | −$4.20 萬 | 11.8%11.2% | +0.57 |
| Invesco Exch Traded FD Tr II46138E628 | 加碼– | 329,571324,685 | +4,886+1.5% | $1,619 萬$1,681 萬 | +$24.0 萬 | 7.3%7.3% | +0.02 |
| BRK.BBerkshire Hathaway Inc | 加碼歷史 | 52,28252,214 | +68+0.1% | $1,396 萬$1,426 萬 | +$1.82 萬 | 6.3%6.2% | +0.12 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | 減碼– | 56,08564,008 | −7,923−12.4% | $1,094 萬$1,261 萬 | −$154.6 萬 | 5.0%5.5% | −0.53 |
| ATVIActivision Blizzard, Inc. | 加碼歷史 | 132,82720,516 | +112,311+547.4% | $987.4 萬$159.7 萬 | +$834.9 萬 | 4.5%0.7% | +3.78 |
| Invesco Exchange Traded FD T46137V258 | 加碼– | 109,172107,832 | +1,340+1.2% | $762.5 萬$809.7 萬 | +$9.36 萬 | 3.5%3.5% | −0.07 |
| GOOGAlphabet Inc. | 加碼依 20 比 1 拆股換算歷史 | 75,06369,300 | +5,763+8.3% | $721.7 萬$757.9 萬 | +$55.4 萬 | 3.3%3.3% | −0.03 |
| METAMeta Platforms, Inc. | 加碼歷史 | 52,52852,429 | +99+0.2% | $712.7 萬$845.4 萬 | +$1.34 萬 | 3.2%3.7% | −0.45 |
| EPDEnterprise Products Partners L.P. | 加碼歷史 | 295,786292,400 | +3,386+1.2% | $703.4 萬$712.6 萬 | +$8.05 萬 | 3.2%3.1% | +0.09 |
| Janus Detroit STR Tr47103U845 | 加碼– | 138,855137,878 | +977+0.7% | $681.8 萬$676.2 萬 | +$4.80 萬 | 3.1%2.9% | +0.15 |
| MMPMagellan Midstream Partners, L.P. | 減碼歷史 | 134,621136,688 | −2,067−1.5% | $639.6 萬$652.8 萬 | −$9.82 萬 | 2.9%2.8% | +0.06 |
| NFLXNetflix Inc | 加碼歷史 | 24,22424,114 | +110+0.5% | $570.3 萬$421.7 萬 | +$2.59 萬 | 2.6%1.8% | +0.75 |
| AMZNAmazon Com Inc | 加碼歷史 | 48,63045,370 | +3,260+7.2% | $549.5 萬$481.9 萬 | +$36.8 萬 | 2.5%2.1% | +0.39 |
| ABBVAbbVie Inc. | 加碼歷史 | 36,64436,200 | +444+1.2% | $491.8 萬$554.4 萬 | +$5.96 萬 | 2.2%2.4% | −0.18 |
| VLOValero Energy Corp | 加碼歷史 | 40,42340,105 | +318+0.8% | $431.9 萬$426.2 萬 | +$3.40 萬 | 2.0%1.9% | +0.10 |
| PYPLPayPal Holdings, Inc. | 加碼歷史 | 37,37436,531 | +843+2.3% | $321.7 萬$255.1 萬 | +$7.26 萬 | 1.5%1.1% | +0.35 |
| CVXChevron Corp | 加碼歷史 | 20,28520,018 | +267+1.3% | $291.4 萬$289.8 萬 | +$3.84 萬 | 1.3%1.3% | +0.06 |
| AXPAmerican Express Co | 加碼歷史 | 18,21118,154 | +57+0.3% | $245.7 萬$251.6 萬 | +$7,690.35 | 1.1%1.1% | +0.02 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | 減碼– | 34,16934,641 | −472−1.4% | $228.0 萬$250.0 萬 | −$3.15 萬 | 1.0%1.1% | −0.05 |
| State Street Financial Select Sector SPDR ETF81369Y605 | 加碼– | 73,85673,462 | +394+0.5% | $224.2 萬$231.0 萬 | +$1.20 萬 | 1.0%1.0% | +0.01 |
| UNHUnitedHealth Group Inc | 加碼歷史 | 4,3814,319 | +62+1.4% | $221.3 萬$221.8 萬 | +$3.13 萬 | 1.0%1.0% | +0.04 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | 加碼– | 15,38615,303 | +83+0.5% | $220.6 萬$229.3 萬 | +$1.19 萬 | 1.0%1.0% | 0.00 |
| NVDANVIDIA Corp | 加碼歷史 | 18,11216,139 | +1,973+12.2% | $219.9 萬$244.6 萬 | +$24.0 萬 | 1.0%1.1% | −0.07 |
| Vanguard Ftse Emerging Markets ETF922042858 | 加碼– | 59,90759,317 | +590+1.0% | $218.6 萬$247.1 萬 | +$2.15 萬 | 1.0%1.1% | −0.08 |
| REGNRegeneron Pharmaceuticals, Inc. | 不變歷史 | 3,0063,006 | 00.0% | $207.1 萬$177.7 萬 | $0 | 0.9%0.8% | +0.17 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | 加碼– | 30,74126,157 | +4,584+17.5% | $201.4 萬$183.4 萬 | +$30.0 萬 | 0.9%0.8% | +0.11 |
| State Street Materials Select Sector SPDR ETF81369Y100 | 減碼– | 28,77428,902 | −128−0.4% | $195.7 萬$212.7 萬 | −$8,705.64 | 0.9%0.9% | −0.04 |
| JPMJPMorgan Chase & Co | 加碼歷史 | 18,51018,324 | +186+1.0% | $193.4 萬$206.3 萬 | +$1.94 萬 | 0.9%0.9% | −0.02 |
| ITUBItau Unibanco Holding S.A. | 減碼歷史 | 367,791371,941 | −4,150−1.1% | $190.1 萬$159.2 萬 | −$2.15 萬 | 0.9%0.7% | +0.17 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | 加碼– | 15,08715,025 | +62+0.4% | $182.7 萬$192.7 萬 | +$7,508.05 | 0.8%0.8% | −0.01 |
| MSFTMicrosoft Corp | 加碼歷史 | 7,7876,942 | +845+12.2% | $181.4 萬$178.3 萬 | +$19.7 萬 | 0.8%0.8% | +0.05 |
| VRTXVertex Pharmaceuticals Inc | 加碼歷史 | 5,7075,689 | +18+0.3% | $165.2 萬$160.3 萬 | +$5,210.44 | 0.7%0.7% | +0.05 |
| State Street SPDR S&P Biotech ETF78464A870 | 不變– | 19,64119,641 | 00.0% | $155.8 萬$145.9 萬 | $0 | 0.7%0.6% | +0.07 |
| ROPRoper Technologies Inc | 減碼歷史 | 4,1764,273 | −97−2.3% | $150.2 萬$168.6 萬 | −$3.49 萬 | 0.7%0.7% | −0.05 |
| BPBP PLC | 加碼歷史 | 52,10151,396 | +705+1.4% | $148.7 萬$145.7 萬 | +$2.01 萬 | 0.7%0.6% | +0.04 |
| ACNAccenture plc | 不變歷史 | 5,6165,616 | 00.0% | $144.5 萬$155.9 萬 | $0 | 0.7%0.7% | −0.02 |
| PFEPfizer Inc | 加碼歷史 | 30,44330,184 | +259+0.9% | $133.2 萬$158.3 萬 | +$1.13 萬 | 0.6%0.7% | −0.08 |
| CRMSalesforce, Inc. | 加碼歷史 | 8,6516,431 | +2,220+34.5% | $124.4 萬$106.1 萬 | +$31.9 萬 | 0.6%0.5% | +0.10 |
| MOAltria Group, Inc. | 加碼歷史 | 29,60728,375 | +1,232+4.3% | $119.6 萬$118.5 萬 | +$4.98 萬 | 0.5%0.5% | +0.03 |
| QCOMQualcomm Inc | 加碼歷史 | 10,2009,931 | +269+2.7% | $115.2 萬$126.9 萬 | +$3.04 萬 | 0.5%0.6% | −0.03 |
| UBERUber Technologies, Inc | 減碼歷史 | 43,47244,972 | −1,500−3.3% | $115.2 萬$92.0 萬 | −$3.97 萬 | 0.5%0.4% | +0.12 |
| iShares Core S&P Mid-Cap ETF464287507 | 不變– | 5,2305,230 | 00.0% | $114.7 萬$118.3 萬 | $0 | 0.5%0.5% | +0.01 |
| BKNGBooking Holdings Inc. | 加碼歷史 | 697687 | +10+1.5% | $114.5 萬$120.2 萬 | +$1.64 萬 | 0.5%0.5% | 0.00 |
| iShares Core S&P Small Cap ETF464287804 | 不變– | 12,66512,665 | 00.0% | $110.4 萬$117.0 萬 | $0 | 0.5%0.5% | −0.01 |
| ADBEAdobe Inc. | 加碼歷史 | 3,9632,979 | +984+33.0% | $109.1 萬$109.0 萬 | +$27.1 萬 | 0.5%0.5% | +0.02 |
| AMGNAmgen Inc | 加碼歷史 | 4,8054,769 | +36+0.8% | $108.3 萬$116.0 萬 | +$8,114.05 | 0.5%0.5% | −0.01 |
| iShares U.S. Medical Devices ETF464288810 | 加碼– | 19,80619,413 | +393+2.0% | $93.4 萬$97.9 萬 | +$1.85 萬 | 0.4%0.4% | 0.00 |
| SHOPShopify Inc. | 加碼歷史 | 33,61029,190 | +4,420+15.1% | $90.5 萬$91.2 萬 | +$11.9 萬 | 0.4%0.4% | +0.01 |
| WFCWells Fargo & Company | 減碼歷史 | 22,21822,748 | −530−2.3% | $89.4 萬$89.1 萬 | −$2.13 萬 | 0.4%0.4% | +0.02 |
| LMTLockheed Martin Corp | 加碼歷史 | 2,1932,178 | +15+0.7% | $84.7 萬$93.7 萬 | +$5,793.43 | 0.4%0.4% | −0.02 |
| iShares Inc464286400 | 減碼– | 27,40429,284 | −1,880−6.4% | $81.2 萬$80.2 萬 | −$5.57 萬 | 0.4%0.3% | +0.02 |
| SBUXStarbucks Corp | 加碼歷史 | 9,5749,519 | +55+0.6% | $80.7 萬$72.7 萬 | +$4,635.99 | 0.4%0.3% | +0.05 |
| Vanguard Ftse Developed Markets ETF921943858 | 減碼– | 22,04524,969 | −2,924−11.7% | $80.2 萬$101.9 萬 | −$10.6 萬 | 0.4%0.4% | −0.08 |
| COSTCostco Wholesale Corp | 加碼歷史 | 1,6221,619 | +3+0.2% | $76.6 萬$77.6 萬 | +$1,416.77 | 0.3%0.3% | +0.01 |
| DISWalt Disney Co | 加碼歷史 | 7,9277,724 | +203+2.6% | $74.8 萬$72.9 萬 | +$1.92 萬 | 0.3%0.3% | +0.02 |
| Vanguard S&P 500 ETF922908363 | 加碼– | 2,1861,956 | +230+11.8% | $71.8 萬$67.9 萬 | +$7.55 萬 | 0.3%0.3% | +0.03 |
| TMOThermo Fisher Scientific Inc. | 加碼歷史 | 1,3821,381 | +1+0.1% | $70.1 萬$75.1 萬 | +$507.24 | 0.3%0.3% | −0.01 |
| TSLATesla, Inc. | 不變依 3 比 1 拆股換算歷史 | 2,6312,631 | 00.0% | $69.8 萬$59.1 萬 | $0 | 0.3%0.3% | +0.06 |
| PMPhilip Morris International Inc. | 加碼歷史 | 8,3408,129 | +211+2.6% | $69.2 萬$80.3 萬 | +$1.75 萬 | 0.3%0.3% | −0.04 |
| State Street Technology Select Sector SPDR ETF81369Y803 | 加碼– | 5,3834,814 | +569+11.8% | $63.9 萬$61.2 萬 | +$6.75 萬 | 0.3%0.3% | +0.02 |
| PGRProgressive Corp | 減碼歷史 | 5,3145,977 | −663−11.1% | $61.8 萬$69.5 萬 | −$7.71 萬 | 0.3%0.3% | −0.02 |
| ETSYEtsy Inc | 不變歷史 | 6,0686,068 | 00.0% | $60.8 萬$44.4 萬 | $0 | 0.3%0.2% | +0.08 |
| MELIMercadolibre Inc | 加碼歷史 | 729719 | +10+1.4% | $60.3 萬$45.8 萬 | +$8,271.6 | 0.3%0.2% | +0.07 |
| Vanguard Morningstar Growth ETF922908736 | 減碼– | 2,81657,418 | −54,602−95.1% | $60.2 萬$1,280 萬 | −$1,167 萬 | 0.3%5.6% | −5.29 |
| Vanguard Morningstar Value ETF922908744 | 加碼– | 4,7754,742 | +33+0.7% | $59.0 萬$62.5 萬 | +$4,077.49 | 0.3%0.3% | 0.00 |
| State Street SPDR S&P Bank ETF78464A797 | 加碼– | 12,23612,156 | +80+0.7% | $54.2 萬$53.3 萬 | +$3,543.64 | 0.2%0.2% | +0.01 |
| FDXFedEx Corp | 加碼歷史 | 3,5123,425 | +87+2.5% | $52.1 萬$77.6 萬 | +$1.29 萬 | 0.2%0.3% | −0.10 |
| Vanguard Morningstar Mid-Cap ETF922908629 | 加碼– | 2,5972,403 | +194+8.1% | $48.8 萬$47.3 萬 | +$3.65 萬 | 0.2%0.2% | +0.02 |
| SNOWSnowflake Inc. | 減碼歷史 | 2,8393,139 | −300−9.6% | $48.3 萬$43.7 萬 | −$5.10 萬 | 0.2%0.2% | +0.03 |
| GOOGLAlphabet Inc. | 不變依 20 比 1 拆股換算歷史 | 4,7774,780 | 00.0% | $45.7 萬$52.1 萬 | $0 | 0.2%0.2% | −0.02 |
| ICEIntercontinental Exchange, Inc. | 加碼歷史 | 5,0214,952 | +69+1.4% | $45.4 萬$46.6 萬 | +$6,239 | 0.2%0.2% | 0.00 |
| Vanguard Financials ETF92204A405 | 減碼– | 5,9155,965 | −50−0.8% | $44.0 萬$46.0 萬 | −$3,719.36 | 0.2%0.2% | 0.00 |
| AMDAdvanced Micro Devices Inc | 加碼歷史 | 6,7246,624 | +100+1.5% | $42.6 萬$50.7 萬 | +$6,335.51 | 0.2%0.2% | −0.03 |
| Vanguard Morningstar Small-Cap ETF922908751 | 加碼– | 2,4942,159 | +335+15.5% | $42.6 萬$38.0 萬 | +$5.72 萬 | 0.2%0.2% | +0.03 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | 加碼– | 3,4813,461 | +20+0.6% | $42.4 萬$44.8 萬 | +$2,436.08 | 0.2%0.2% | 0.00 |
| CLXClorox Co | 減碼歷史 | 3,2043,446 | −242−7.0% | $41.1 萬$48.6 萬 | −$3.10 萬 | 0.2%0.2% | −0.03 |
| Vanguard Star FDS921909768 | 減碼– | 8,4429,057 | −615−6.8% | $38.6 萬$46.7 萬 | −$2.81 萬 | 0.2%0.2% | −0.03 |
| iShares Tr464287234 | 減碼– | 10,99111,499 | −508−4.4% | $38.3 萬$46.1 萬 | −$1.77 萬 | 0.2%0.2% | −0.03 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | 減碼歷史 | 5,5385,788 | −250−4.3% | $38.0 萬$47.3 萬 | −$1.72 萬 | 0.2%0.2% | −0.03 |
| XYZBlock, Inc. | 加碼歷史 | 6,6446,231 | +413+6.6% | $36.5 萬$38.3 萬 | +$2.27 萬 | 0.2%0.2% | 0.00 |
| PSXPhillips 66 | 加碼歷史 | 4,3834,336 | +47+1.1% | $35.4 萬$35.6 萬 | +$3,796.03 | 0.2%0.2% | +0.01 |
| LHXL3HARRIS Technologies, Inc. | 加碼歷史 | 1,5281,502 | +26+1.7% | $31.8 萬$36.3 萬 | +$5,410.99 | 0.1%0.2% | −0.01 |
| Janus Detroit STR Tr47103U886 | 新進– | 6,5460 | +6,546 | $31.7 萬$0 | +$31.7 萬 | 0.1%0.0% | +0.14 |
| iShares MSCI Eafe ETF464287465 | 不變– | 5,4155,415 | 00.0% | $30.3 萬$33.8 萬 | $0 | 0.1%0.1% | −0.01 |
| WMTWalmart Inc. | 加碼歷史 | 2,2702,224 | +46+2.1% | $29.4 萬$27.0 萬 | +$5,957.71 | 0.1%0.1% | +0.02 |
| RTXRTX Corp | 加碼歷史 | 3,4633,446 | +17+0.5% | $28.4 萬$33.1 萬 | +$1,394.17 | 0.1%0.1% | −0.02 |
| COPConocoPhillips | 加碼歷史 | 2,7782,767 | +11+0.4% | $28.4 萬$24.8 萬 | +$1,124.55 | 0.1%0.1% | +0.02 |
| INTUIntuit Inc. | 加碼歷史 | 706681 | +25+3.7% | $27.3 萬$26.3 萬 | +$9,667.14 | 0.1%0.1% | +0.01 |
| MDYSPDR S&P Midcap 400 ETF Trust | 加碼歷史 | 678659 | +19+2.9% | $27.2 萬$27.2 萬 | +$7,622.42 | 0.1%0.1% | 0.00 |
| ADSKAutodesk, Inc. | 加碼歷史 | 1,4521,430 | +22+1.5% | $27.1 萬$24.6 萬 | +$4,106.06 | 0.1%0.1% | +0.02 |
| ALLAllstate Corp | 加碼歷史 | 2,1672,146 | +21+1.0% | $27.0 萬$27.2 萬 | +$2,616.52 | 0.1%0.1% | 0.00 |
| ABNBAirbnb, Inc. | 減碼歷史 | 2,5552,855 | −300−10.5% | $26.8 萬$25.4 萬 | −$3.15 萬 | 0.1%0.1% | +0.01 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | 加碼– | 3,1883,173 | +15+0.5% | $26.4 萬$27.7 萬 | +$1,242.16 | 0.1%0.1% | 0.00 |
| VZVerizon Communications Inc | 減碼歷史 | 6,8697,172 | −303−4.2% | $26.1 萬$36.4 萬 | −$1.15 萬 | 0.1%0.2% | −0.04 |
| iShares Tr464287192 | 不變– | 1,2371,237 | 00.0% | $24.3 萬$26.3 萬 | $0 | 0.1%0.1% | 0.00 |
| TJXTJX Companies Inc | 加碼歷史 | 3,8763,858 | +18+0.5% | $24.1 萬$21.5 萬 | +$1,119.2 | 0.1%0.1% | +0.02 |
| iShares Inc464286525 | 不變– | 2,6662,666 | 00.0% | $23.6 萬$25.2 萬 | $0 | 0.1%0.1% | 0.00 |
| PGProcter & Gamble Co | 加碼歷史 | 1,7751,764 | +11+0.6% | $22.4 萬$25.4 萬 | +$1,388.17 | 0.1%0.1% | −0.01 |
| FFord Motor Co | 加碼歷史 | 20,04119,349 | +692+3.6% | $22.4 萬$21.5 萬 | +$7,734.54 | 0.1%0.1% | +0.01 |
| INTCIntel Corp | 新進歷史 | 8,7070 | +8,707 | $22.4 萬$0 | +$22.4 萬 | 0.1%0.0% | +0.10 |
估計買賣金額是股數的變化乘上申報隱含的季末價（市值除以股數）：新進用這一季的市值，清倉用上一季的市值，只有本金（PRN）的部位算不出來。13F 只有季末的持股，看不出季中的買賣時點與成交價。