Wiser Wealth Management, Inc
MARIETTA GA · SEC CIK 0001573263
$5.23亿2026Q2 申报市值
75持仓数
85.0%前十大占比 · 第一大 31.8%
16 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
IAGG 加仓+$172.13万
BND 加仓+$155.01万
JCPB 加仓+$139.07万
SLQD 加仓+$95.22万
VEA 加仓+$85.14万
2026Q2 卖出最多 按季末市值估算
VOO 减仓-$148.01万
VGT 减仓-$64.64万
BNDX 减仓-$42.69万
IEFA 减仓-$25.43万
T 清仓-$23.59万
2026Q2 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 | $1.66亿 | 31.79% | 241,952 | -2,155 | -0.9% | -$148.01万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $6,172.53万 | 11.81% | 1,314,982 | 29,628 | 2.3% | $139.07万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $4,490.60万 | 8.59% | 630,260 | 11,950 | 1.9% | $85.14万 | 加仓 |
| VGT | VANGUARD WORLD FD | $3,641.63万 | 6.97% | 304,688 | -5,408 | -1.7% | -$64.64万 | 减仓 |
| SLQD | ISHARES TR | $2,570.34万 | 4.92% | 510,292 | 18,904 | 3.8% | $95.22万 | 加仓 |
| COWZ | PACER FDS TR | $2,489.68万 | 4.76% | 400,271 | 12,244 | 3.2% | $76.16万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $2,404.69万 | 4.60% | 496,529 | -8,815 | -1.7% | -$42.69万 | 减仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $2,105.96万 | 4.03% | 153,116 | -1,247 | -0.8% | -$17.15万 | 减仓 |
| IVV | ISHARES TR | $2,001.15万 | 3.83% | 26,722 | -287 | -1.1% | -$21.49万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $1,950.73万 | 3.73% | 250,382 | 6,914 | 2.8% | $53.87万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $1,244.17万 | 2.38% | 169,482 | 21,115 | 14.2% | $155.01万 | 加仓 |
| IAGG | ISHARES TR | $652.15万 | 1.25% | 128,884 | 34,018 | 35.9% | $172.13万 | 加仓 |
| AAPL | APPLE INC | $404.14万 | 0.77% | 13,967 | 1,664 | 13.5% | $48.15万 | 加仓 |
| IJR | ISHARES TR | $399.74万 | 0.76% | 26,953 | -433 | -1.6% | -$6.42万 | 减仓 |
| BITB | BITWISE BITCOIN ETF TR | $312.55万 | 0.60% | 98,102 | 564 | 0.6% | $1.80万 | 加仓 |
| VV | VANGUARD INDEX FDS | $312.38万 | 0.60% | 9,083 | -34 | -0.4% | -$1.17万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $280.71万 | 0.54% | 14,029 | 1,185 | 9.2% | $23.71万 | 加仓 |
| SUB | ISHARES TR | $247.82万 | 0.47% | 23,276 | 3,303 | 16.5% | $35.17万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $240.58万 | 0.46% | 6,501 | 181 | 2.9% | $6.70万 | 加仓 |
| IEFA | ISHARES TR | $219.69万 | 0.42% | 22,747 | -2,633 | -10.4% | -$25.43万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $201.06万 | 0.38% | 2,692 | 363 | 15.6% | $27.11万 | 加仓 |
| MSFT | MICROSOFT CORP | $200.26万 | 0.38% | 5,369 | 808 | 17.7% | $30.14万 | 加仓 |
| GOOGL | ALPHABET INC | $191.02万 | 0.37% | 5,345 | 283 | 5.6% | $10.11万 | 加仓 |
| HD | HOME DEPOT INC | $155.56万 | 0.30% | 4,411 | -428 | -8.8% | -$15.09万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $147.60万 | 0.28% | 17,265 | -777 | -4.3% | -$6.64万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $145.45万 | 0.28% | 5,093 | 106 | 2.1% | $3.03万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $142.75万 | 0.27% | 6,033 | -174 | -2.8% | -$4.12万 | 减仓 |
| AMZN | AMAZON COM INC | $142.67万 | 0.27% | 5,986 | 407 | 7.3% | $9.70万 | 加仓 |
| — | BITWISE ETHEREUM ETF | $127.41万 | 0.24% | 112,955 | 4,560 | 4.2% | $5.14万 | 加仓 |
| SO | SOUTHERN CO | $127.26万 | 0.24% | 13,296 | 7,271 | 120.7% | $69.59万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $112.20万 | 0.21% | 4,418 | 63 | 1.4% | $1.60万 | 加仓 |
| AVGO | BROADCOM INC | $98.71万 | 0.19% | 2,613 | 249 | 10.5% | $9.41万 | 加仓 |
| GOOG | ALPHABET INC | $84.88万 | 0.16% | 2,402 | 192 | 8.7% | $6.78万 | 加仓 |
| META | META PLATFORMS INC | $73.57万 | 0.14% | 1,306 | 151 | 13.1% | $8.51万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $69.37万 | 0.13% | 601 | 601 | — | $69.37万 | 新建仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $68.58万 | 0.13% | 8,678 | 2,816 | 48.0% | $22.25万 | 加仓 |
| MUB | ISHARES TR | $65.71万 | 0.13% | 6,106 | 50 | 0.8% | $5,381 | 加仓 |
| TSLA | TESLA INC | $65.61万 | 0.13% | 1,560 | 128 | 8.9% | $5.38万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $64.22万 | 0.12% | 12,580 | 6,919 | 122.2% | $35.32万 | 加仓 |
| LLY | ELI LILLY & CO | $62.97万 | 0.12% | 525 | 42 | 8.7% | $5.04万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $62.95万 | 0.12% | 1,923 | 288 | 17.6% | $9.43万 | 加仓 |
| V | VISA INC | $58.46万 | 0.11% | 1,704 | 441 | 34.9% | $15.13万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $57.19万 | 0.11% | 1,143 | 42 | 3.8% | $2.10万 | 加仓 |
| WMT | WALMART INC | $56.88万 | 0.11% | 5,022 | 168 | 3.5% | $1.90万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $54.93万 | 0.11% | 6,559 | -579 | -8.1% | -$4.85万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $52.51万 | 0.10% | 5,784 | -315 | -5.2% | -$2.86万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $51.53万 | 0.10% | 887 | 887 | — | $51.53万 | 新建仓 |
| KO | COCA COLA CO | $43.66万 | 0.08% | 5,373 | 44 | 0.8% | $3,576 | 加仓 |
| PG | PROCTER & GAMBLE CO | $40.19万 | 0.08% | 2,741 | -174 | -6.0% | -$2.55万 | 减仓 |
| — | EXXON MOBIL CORP | $39.33万 | 0.08% | 2,876 | 322 | 12.6% | $4.40万 | 加仓 |
| AMAT | APPLIED MATLS INC | $38.90万 | 0.07% | 538 | 538 | — | $38.90万 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP | $34.23万 | 0.07% | 1,088 | -18 | -1.6% | -$5,663 | 减仓 |
| INTC | INTEL CORP | $34.21万 | 0.07% | 2,450 | 2,450 | — | $34.21万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $32.99万 | 0.06% | 448 | 448 | — | $32.99万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $30.75万 | 0.06% | 1,700 | 138 | 8.8% | $2.50万 | 加仓 |
| FTI | TECHNIPFMC PLC | $30.31万 | 0.06% | 4,572 | 31 | 0.7% | $2,055 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $29.84万 | 0.06% | 718 | 97 | 15.6% | $4.03万 | 重新持有 |
| CAT | CATERPILLAR INC | $28.01万 | 0.05% | 263 | 263 | — | $28.01万 | 新建仓 |
| CSCO | CISCO SYS INC | $27.58万 | 0.05% | 2,348 | 2,348 | — | $27.58万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $26.61万 | 0.05% | 614 | 614 | — | $26.61万 | 新建仓 |
| GE | GE AEROSPACE | $26.01万 | 0.05% | 696 | 696 | — | $26.01万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $25.16万 | 0.05% | 269 | 23 | 9.3% | $2.15万 | 加仓 |
| ABBV | ABBVIE INC | $25.16万 | 0.05% | 1,000 | 1,000 | — | $25.16万 | 新建仓 |
| GVI | ISHARES TR | $24.93万 | 0.05% | 2,350 | 2,350 | — | $24.93万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $24.45万 | 0.05% | 476 | 24 | 5.3% | $1.23万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $22.72万 | 0.04% | 750 | 750 | — | $22.72万 | 新建仓 |
| KLAC | KLA CORP | $22.24万 | 0.04% | 737 | 737 | — | $22.24万 | 新建仓 |
| ORCL | ORACLE CORP | $21.45万 | 0.04% | 1,464 | 187 | 14.6% | $2.74万 | 重新持有 |
| TXN | TEXAS INSTRS INC | $21.07万 | 0.04% | 707 | 707 | — | $21.07万 | 新建仓 |
| NFLX | NETFLIX INC. | $20.96万 | 0.04% | 2,936 | 21 | 0.7% | $1,499 | 加仓 |
| — | FIDELITY ETHEREUM FD | $20.90万 | 0.04% | 13,278 | 5,867 | 79.2% | $9.23万 | 重新持有 |
| WY | WEYERHAEUSER CO | $20.70万 | 0.04% | 8,646 | 6 | 0.1% | $144 | 加仓 |
| TJX | TJX COS INC NEW | $20.57万 | 0.04% | 1,358 | 102 | 8.1% | $1.55万 | 加仓 |
| ITOT | ISHARES TR | $20.37万 | 0.04% | 1,240 | 1,240 | — | $20.37万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $20.23万 | 0.04% | 200 | 200 | — | $20.23万 | 新建仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -8,139 | -100.0% | -$23.59万 | 清仓 |
| VUG | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -2,880 | -100.0% | -$20.97万 | 清仓 |