Wiser Wealth Management, Inc
MARIETTA GA · SEC CIK 0001573263
$4.64亿2026Q1 申报市值
58持仓数
86.4%前十大占比 · 第一大 31.5%
5 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VOO 加仓+$658.02万
JCPB 加仓+$451.05万
BNDX 加仓+$167.01万
SLQD 加仓+$143.47万
BITB 加仓+$139.45万
2026Q1 卖出最多 按季末市值估算
VXUS 减仓-$13.32万
IJR 减仓-$7.97万
BND 减仓-$4.89万
JPM 减仓-$3.18万
PM 减仓-$2.40万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $1.46亿 | 31.45% | 244,107 | 11,012 | 4.7% | $658.02万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $6,051.45万 | 13.05% | 1,285,354 | 95,806 | 8.1% | $451.05万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $3,962.13万 | 8.54% | 618,310 | 6,950 | 1.1% | $44.54万 | 加仓 |
| VGT | VANGUARD WORLD FD | $2,704.49万 | 5.83% | 38,762 | 1,773 | 4.8% | $123.71万 | 加仓 |
| SLQD | ISHARES TR | $2,481.02万 | 5.35% | 491,388 | 28,416 | 6.1% | $143.47万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $2,428.18万 | 5.24% | 505,344 | 34,757 | 7.4% | $167.01万 | 加仓 |
| COWZ | PACER FDS TR | $2,427.50万 | 5.23% | 388,027 | 11,958 | 3.2% | $74.81万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $1,909.03万 | 4.12% | 243,468 | 16,112 | 7.1% | $126.33万 | 加仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $1,772.55万 | 3.82% | 154,363 | 5,568 | 3.7% | $63.94万 | 加仓 |
| IVV | ISHARES TR | $1,764.28万 | 3.80% | 27,009 | 224 | 0.8% | $14.63万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $1,092.58万 | 2.36% | 148,367 | -664 | -0.4% | -$4.89万 | 减仓 |
| IAGG | ISHARES TR | $474.71万 | 1.02% | 94,866 | 3,429 | 3.8% | $17.16万 | 加仓 |
| BITB | BITWISE BITCOIN ETF TR | $359.04万 | 0.77% | 97,538 | 37,883 | 63.5% | $139.45万 | 加仓 |
| IJR | ISHARES TR | $340.43万 | 0.73% | 27,386 | -641 | -2.3% | -$7.97万 | 减仓 |
| AAPL | APPLE INC | $312.23万 | 0.67% | 12,303 | 323 | 2.7% | $8.20万 | 加仓 |
| VV | VANGUARD INDEX FDS | $272.47万 | 0.59% | 9,117 | 2 | 0.0% | $598 | 加仓 |
| IEFA | ISHARES TR | $229.77万 | 0.50% | 25,380 | 2,543 | 11.1% | $23.02万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $224.00万 | 0.48% | 12,844 | 1,030 | 8.7% | $17.96万 | 加仓 |
| SUB | ISHARES TR | $212.71万 | 0.46% | 19,973 | 163 | 0.8% | $1.74万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $202.74万 | 0.44% | 6,320 | 2,505 | 65.7% | $80.36万 | 加仓 |
| MSFT | MICROSOFT CORP | $168.82万 | 0.36% | 4,561 | 208 | 4.8% | $7.70万 | 加仓 |
| — | BITWISE ETHEREUM ETF | $162.59万 | 0.35% | 108,395 | 47,982 | 79.4% | $71.97万 | 加仓 |
| HD | HOME DEPOT INC | $159.14万 | 0.34% | 4,839 | 442 | 10.1% | $14.54万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $151.49万 | 0.33% | 2,329 | 293 | 14.4% | $19.06万 | 加仓 |
| GOOGL | ALPHABET INC | $145.57万 | 0.31% | 5,062 | 267 | 5.6% | $7.68万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $139.12万 | 0.30% | 18,042 | -1,728 | -8.7% | -$13.32万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $133.49万 | 0.29% | 6,207 | 875 | 16.4% | $18.82万 | 加仓 |
| AMZN | AMAZON COM INC | $116.19万 | 0.25% | 5,579 | 570 | 11.4% | $11.87万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $106.45万 | 0.23% | 4,355 | 55 | 1.3% | $1.34万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $103.75万 | 0.22% | 4,987 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $73.17万 | 0.16% | 2,364 | 199 | 9.2% | $6.16万 | 加仓 |
| META | META PLATFORMS INC | $66.08万 | 0.14% | 1,155 | 38 | 3.4% | $2.17万 | 加仓 |
| MUB | ISHARES TR | $64.29万 | 0.14% | 6,056 | 171 | 2.9% | $1.82万 | 加仓 |
| GOOG | ALPHABET INC | $63.40万 | 0.14% | 2,210 | 259 | 13.3% | $7.43万 | 加仓 |
| WMT | WALMART INC | $60.33万 | 0.13% | 4,854 | 119 | 2.5% | $1.48万 | 加仓 |
| SO | SOUTHERN CO | $58.15万 | 0.13% | 6,025 | 15 | 0.2% | $1,448 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $53.60万 | 0.12% | 7,138 | 7,138 | — | $53.60万 | 新建仓 |
| TSLA | TESLA INC | $53.23万 | 0.11% | 1,432 | 101 | 7.6% | $3.75万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $52.76万 | 0.11% | 1,101 | 110 | 11.1% | $5.27万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $48.22万 | 0.10% | 6,099 | -108 | -1.7% | -$8,538 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $48.10万 | 0.10% | 1,635 | -108 | -6.2% | -$3.18万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $46.47万 | 0.10% | 5,862 | 2,237 | 61.7% | $17.73万 | 加仓 |
| LLY | ELI LILLY & CO | $44.42万 | 0.10% | 483 | 30 | 6.6% | $2.76万 | 加仓 |
| — | EXXON MOBIL CORP | $43.34万 | 0.09% | 2,554 | 133 | 5.5% | $2.26万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $42.10万 | 0.09% | 2,915 | 196 | 7.2% | $2.83万 | 加仓 |
| KO | COCA COLA CO | $40.53万 | 0.09% | 5,329 | 849 | 19.0% | $6.46万 | 加仓 |
| V | VISA INC | $38.17万 | 0.08% | 1,263 | -4 | -0.3% | -$1,209 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $33.42万 | 0.07% | 5,661 | 5,661 | — | $33.42万 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP | $31.74万 | 0.07% | 1,106 | 8 | 0.7% | $2,296 | 加仓 |
| FTI | TECHNIPFMC PLC | $31.39万 | 0.07% | 4,541 | 12 | 0.3% | $830 | 加仓 |
| NFLX | NETFLIX INC. | $28.03万 | 0.06% | 2,915 | 266 | 10.0% | $2.56万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $25.83万 | 0.06% | 1,562 | -145 | -8.5% | -$2.40万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $24.51万 | 0.05% | 246 | 20 | 8.8% | $1.99万 | 重新持有 |
| T | AT&T INC | $23.59万 | 0.05% | 8,139 | 8,139 | — | $23.59万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $22.58万 | 0.05% | 452 | -17 | -3.6% | -$8,494 | 减仓 |
| WY | WEYERHAEUSER CO | $21.11万 | 0.05% | 8,640 | 48 | 0.6% | $1,173 | 加仓 |
| VUG | VANGUARD INDEX FDS | $20.97万 | 0.05% | 480 | 480 | — | $20.97万 | 新建仓 |
| TJX | TJX COS INC NEW | $20.06万 | 0.04% | 1,256 | 1,256 | — | $20.06万 | 新建仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | FIDELITY ETHEREUM FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |