USAdvisors Wealth Management, LLC
EDEN PRAIRIE MN · SEC CIK 0001735605
$3.01亿2026Q1 申报市值
137持仓数
39.3%前十大占比 · 第一大 7.3%
8 / 4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
IWP 加仓+$155.69万
IDMO 加仓+$152.02万
SCHG 加仓+$96.69万
SCHV 加仓+$91.39万
AB TAX AWARE ST 加仓+$58.62万
2026Q1 卖出最多 按季末市值估算
IQLT 减仓-$117.47万
DUK 清仓-$117.21万
COWZ 减仓-$97.15万
VBR 减仓-$76.56万
FUBOTV INC. 清仓-$37.90万
2026Q1 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| DUK | DUKE ENERGY CORP FLORIDA | $0 | 0.00% | 0 | -10,000 | -100.0% | -$117.21万 | 清仓 |
| — | FUBOTV INC. | $0 | 0.00% | 0 | -150,731 | -100.0% | -$37.90万 | 清仓 |
| LLY | Eli Lilly & Co | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CSCO | CISCO SYS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PLTR | PLANTIR TECHNOLOGIES IN CLASS A | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SPTL | SPDR LONG TERM TREASURY ETF IV | $0 | 0.00% | 0 | -8,824 | -100.0% | -$23.30万 | 清仓 |
| WM | WASTE MANAGEMENT INC DEL | $0 | 0.00% | 0 | -927 | -100.0% | -$20.30万 | 清仓 |
| CASH | META PLATFORMS INC CLASS A | $4.36万 | 0.01% | 489 | -70 | -12.5% | -$6,246 | 减仓 |
| CLOV | CLOVER HEALTH INVTS CORP CLASS A | $6.00万 | 0.02% | 35,000 | 10,000 | 40.0% | $1.71万 | 加仓 |
| ENVX | ENOVIX CORPORATION COMMON STOCK | $7.30万 | 0.02% | 15,000 | 5,000 | 50.0% | $2.43万 | 加仓 |
| SOUN | SOUNHOUND AI INC CLASS A | $7.90万 | 0.03% | 13,250 | 13,250 | — | $7.90万 | 新建仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP CLASS A | $15.80万 | 0.05% | 10,700 | 10,700 | — | $15.80万 | 新建仓 |
| DFAW | DIMENSIONAL WORLD EQUITY ETF | $20.00万 | 0.07% | 2,792 | 2,792 | — | $20.00万 | 新建仓 |
| CERY | SPDR BLOOMBERY ENHANCED ROLL YIELD COMMODITY STRATEGY | $20.30万 | 0.07% | 5,749 | 5,749 | — | $20.30万 | 新建仓 |
| — | GUARDIAN HEALTH INC. | $20.60万 | 0.07% | 2,399 | 35 | 1.5% | $3,005 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $20.70万 | 0.07% | 854 | 854 | — | $20.70万 | 新建仓 |
| ITA | ISHARES US AEROSPACE DEFENSE ETF IV | $21.40万 | 0.07% | 1,017 | 1 | 0.1% | $210 | 加仓 |
| SRLN | SPDR BLACKSTONE SENIOR LOAN ETF IV | $21.40万 | 0.07% | 5,365 | 106 | 2.0% | $4,228 | 加仓 |
| PULS | PGIM ULTRA SHORT BOND ETF | $21.40万 | 0.07% | 4,320 | 4,320 | — | $21.40万 | 新建仓 |
| RWO | SPDR DOW JONE GLOBAL REAL EST ETF IV | $21.70万 | 0.07% | 4,820 | -71 | -1.5% | -$3,196 | 减仓 |
| VT | VANGUARD TOTAL WORLD STOCK ET ETF IV | $21.90万 | 0.07% | 1,634 | 2 | 0.1% | $268 | 加仓 |
| DLN | WISDOMTREE US LARGECAP DIVIDEND ETF | $23.00万 | 0.08% | 2,629 | 8 | 0.3% | $700 | 加仓 |
| CCL | CARNIVAL CORP F | $23.10万 | 0.08% | 9,657 | 327 | 3.5% | $7,822 | 加仓 |
| AOK | ISHARES CORE CONSERVATIVE ALL ETF IV | $23.10万 | 0.08% | 5,868 | -113 | -1.9% | -$4,448 | 减仓 |
| GOOG | ALPHABET INC. CLASS C | $23.20万 | 0.08% | 851 | -101 | -10.6% | -$2.75万 | 减仓 |
| XEL | XCEL ENERGY INC | $24.70万 | 0.08% | 3,127 | 19 | 0.6% | $1,501 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $24.90万 | 0.08% | 4,024 | -63 | -1.5% | -$3,898 | 减仓 |
| JMUB | JP MORGAN MUNICIPAL ETF | $25.30万 | 0.08% | 5,083 | 82 | 1.6% | $4,081 | 加仓 |
| GWX | SPDR S&P INTERNATIONAL SMALL ETF IV | $25.50万 | 0.08% | 6,250 | -307 | -4.7% | -$1.25万 | 减仓 |
| IPKW | INVESCO INTERNATIONAL BUYBACK ACHIEVE ETF | $25.70万 | 0.09% | 4,725 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF IV | $25.70万 | 0.09% | 1,230 | 5 | 0.4% | $1,045 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR M FSPONSORED ADT 1 | $26.70万 | 0.09% | 844 | 28 | 3.4% | $8,858 | 加仓 |
| SO | Southern CO | $27.30万 | 0.09% | 2,825 | -144 | -4.9% | -$1.39万 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC | $28.30万 | 0.09% | 18,725 | 900 | 5.0% | $1.36万 | 加仓 |
| EQWL | INVESCO S&P 100 EQUAL WEIGHT ETF | $28.40万 | 0.09% | 2,521 | 277 | 12.3% | $3.12万 | 加仓 |
| AMLP | ALPS ALERIAN MLP ETF | $29.00万 | 0.10% | 5,450 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES MSCI USA MOMNTUM FCT ETF | $29.20万 | 0.10% | 1,266 | -56 | -4.2% | -$1.29万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $29.40万 | 0.10% | 1,039 | -54 | -4.9% | -$1.53万 | 减仓 |
| COST | COSTCO WHOLESALE CO | $29.50万 | 0.10% | 297 | -15 | -4.8% | -$1.49万 | 减仓 |
| BUFR | FIRST TR EX-TD VIII FT CBOE VEST FUN | $29.60万 | 0.10% | 8,935 | -135 | -1.5% | -$4,472 | 减仓 |
| SPMD | SPDR PORTFOLIO S&P 400 MID CP ETF IV | $29.80万 | 0.10% | 5,184 | -122 | -2.3% | -$7,013 | 减仓 |
| RWL | INVESCO S&P 500 REVENUE ETF | $29.90万 | 0.10% | 2,658 | 188 | 7.6% | $2.11万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $30.10万 | 0.10% | 9,159 | -37 | -0.4% | -$1,216 | 减仓 |
| IVLU | iSHARES EDGE MSCI INTL VALUE FACTOR ETF | $30.30万 | 0.10% | 7,883 | 7,883 | — | $30.30万 | 新建仓 |
| SPSM | SPDR PORTFOLIO S&P 600 SML CP ETF IV | $30.50万 | 0.10% | 6,507 | -141 | -2.1% | -$6,609 | 减仓 |
| — | SPDR S&P KENSHO FUTURE SECURITY ETF | $30.60万 | 0.10% | 3,733 | 1 | 0.0% | $82 | 加仓 |
| V | VISA INC CLASS A | $31.10万 | 0.10% | 1,040 | 449 | 76.0% | $13.43万 | 加仓 |
| HYD | VANECK HIGH YIELD MUNI ETF | $32.20万 | 0.11% | 6,458 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD HIGH DIVIDEND YIELD ETF (VYM) | $32.20万 | 0.11% | 2,214 | 12 | 0.5% | $1,745 | 加仓 |
| NULG | Nuveen ESG Large Cap Growth ETF (NULG) | $34.40万 | 0.11% | 3,932 | 497 | 14.5% | $4.35万 | 加仓 |
| SOLV | SOLVENTUM CORPORATION | $35.10万 | 0.12% | 5,547 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER LP LP | $35.30万 | 0.12% | 18,067 | 2,007 | 12.5% | $3.92万 | 加仓 |
| USHY | iShares Broad USD HG YLD CRP BND Etf | $35.40万 | 0.12% | 9,706 | 0 | 0.0% | — | 不变 |
| DGCB | DIMENSIONAL GLOBAL CREDIT ETF | $36.80万 | 0.12% | 6,857 | 0 | 0.0% | — | 不变 |
| XMVM | INVESCO S&P MIDCAP VALUE WITH MOMENTUM ETF | $37.00万 | 0.12% | 5,779 | 5,779 | — | $37.00万 | 新建仓 |
| TSLA | TESLA INC | $39.60万 | 0.13% | 1,117 | 42 | 3.9% | $1.49万 | 加仓 |
| PG | Procter & Gamble Co | $41.60万 | 0.14% | 2,880 | -71 | -2.4% | -$1.03万 | 减仓 |
| HTAB | HARTFORD SCHRODERS TAX AWARE BND ETF | $44.10万 | 0.15% | 23,317 | 1,087 | 4.9% | $2.06万 | 加仓 |
| FIXD | FIRST TRUST TCW OPPORTUNISTIC FI ETF | $45.70万 | 0.15% | 10,534 | -268 | -2.5% | -$1.16万 | 减仓 |
| — | XTRCKRS SHORT DURATION HIGH YIELD BOND ETF | $46.30万 | 0.15% | 10,528 | 720 | 7.3% | $3.17万 | 加仓 |
| GLD | SPDR GOLD SHARES ETF | $47.00万 | 0.16% | 1,135 | -107 | -8.6% | -$4.43万 | 减仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $47.00万 | 0.16% | 6,409 | 25 | 0.4% | $1,833 | 加仓 |
| NLR | VANECK URANIUM AND NUCLEAR ETF | $47.40万 | 0.16% | 3,732 | 148 | 4.1% | $1.88万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $51.40万 | 0.17% | 15,729 | -181 | -1.1% | -$5,915 | 减仓 |
| DFGX | DIMENSIONAL GBL EX US CORE FIXED INCOME ETF | $54.10万 | 0.18% | 10,392 | 243 | 2.4% | $1.27万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $57.00万 | 0.19% | 3,451 | 352 | 11.4% | $5.81万 | 加仓 |
| GOOGL | Alphabet Inc. | $57.20万 | 0.19% | 2,092 | -231 | -9.9% | -$6.32万 | 减仓 |
| MDT | MEDTRONIC PLC F | $63.80万 | 0.21% | 7,450 | -57 | -0.8% | -$4,881 | 减仓 |
| DFEM | DIMENSIONAL EMERG MARK CRE EQUITY 2 ETF | $65.50万 | 0.22% | 19,601 | -463 | -2.3% | -$1.55万 | 减仓 |
| BRK/B | Berkshire Hathaway Class B | $67.30万 | 0.22% | 1,418 | 12 | 0.9% | $5,695 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $69.20万 | 0.23% | 1,192 | 212 | 21.6% | $12.31万 | 加仓 |
| AVEM | AVANTIS EMERGING MARKETS EQUIT ETF | $69.20万 | 0.23% | 8,907 | 2,478 | 38.5% | $19.25万 | 加仓 |
| SPEM | SPDR INDEX SHARES EMERG MARKT ETF IV | $80.20万 | 0.27% | 17,645 | -823 | -4.5% | -$3.74万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $81.80万 | 0.27% | 4,173 | 17 | 0.4% | $3,332 | 加仓 |
| AAPL | Apple Inc. | $83.50万 | 0.28% | 3,387 | -131 | -3.7% | -$3.23万 | 减仓 |
| SMMD | ISHARES TR RUSSELL 2500 ETF | $84.40万 | 0.28% | 11,450 | 23 | 0.2% | $1,695 | 加仓 |
| IVV | ISHARES TR | $84.70万 | 0.28% | 1,335 | 3 | 0.2% | $1,903 | 加仓 |
| — | AB TAX AWARE ST DRTN MUNICIPAL ETG | $87.70万 | 0.29% | 34,906 | 23,330 | 201.5% | $58.62万 | 加仓 |
| DFSD | DIMENSIONAL ETF TR SHORT DURATION FX | $88.10万 | 0.29% | 18,470 | 170 | 0.9% | $8,109 | 加仓 |
| JCPB | J P MORGAN EXCHANGE-TRADED FD TR COR | $89.30万 | 0.30% | 19,043 | 64 | 0.3% | $3,001 | 加仓 |
| IUSV | ISHARES CORE S&P US VALUE ETF | $91.00万 | 0.30% | 9,065 | -41 | -0.5% | -$4,116 | 减仓 |
| JGRO | J P MORGAN EXCHANGE-TRADED FD TR ACT | $101.60万 | 0.34% | 12,470 | 561 | 4.7% | $4.57万 | 加仓 |
| YEAR | AB(Alliance Bernstein) Ultra Short Income ETF | $102.50万 | 0.34% | 20,334 | -1,308 | -6.0% | -$6.59万 | 减仓 |
| IWR | ISHARES RUSSELL MID-CAP ETF | $108.60万 | 0.36% | 11,472 | -70 | -0.6% | -$6,627 | 减仓 |
| JSCP | JP MORGAN EXCH-TRADED FD TR SHORT DU | $109.30万 | 0.36% | 23,162 | -1,499 | -6.1% | -$7.07万 | 减仓 |
| AMZN | Amazon.com, Inc. | $113.00万 | 0.38% | 5,625 | 160 | 2.9% | $3.21万 | 加仓 |
| DFAU | DIMENSIONAL ETF TR US CORE ETF | $113.20万 | 0.38% | 25,832 | -428 | -1.6% | -$1.88万 | 减仓 |
| MSFT | MICROSOFT CORP | $115.40万 | 0.38% | 3,215 | 52 | 1.6% | $1.87万 | 加仓 |
| SPMO | INVESCO S&P 500 MOMENTUM ETF | $116.30万 | 0.39% | 10,788 | -18 | -0.2% | -$1,940 | 减仓 |
| AVUS | Avantis US Equity ETF | $117.60万 | 0.39% | 10,879 | 22 | 0.2% | $2,378 | 加仓 |
| WMT | Walmart Inc | $132.50万 | 0.44% | 10,729 | 607 | 6.0% | $7.50万 | 加仓 |
| AVLV | Avantis US Large Cap Value ETF | $133.80万 | 0.44% | 16,979 | 31 | 0.2% | $2,443 | 加仓 |
| — | DIMENSIONAL ETF TR U S SMALL CAP ETF | $136.50万 | 0.45% | 19,731 | -170 | -0.9% | -$1.18万 | 减仓 |
| VBR | VANGUARD SMALL CAP VALUE ETF | $138.30万 | 0.46% | 6,516 | -3,607 | -35.6% | -$76.56万 | 减仓 |
| ECL | ECOLAB INC | $144.80万 | 0.48% | 5,520 | -29 | -0.5% | -$7,607 | 减仓 |
| DFAI | DIMENSIONAL ETF TR INTL CORE ETF | $144.90万 | 0.48% | 38,297 | -233 | -0.6% | -$8,816 | 减仓 |
| AVDE | Avantis International Equity ETF | $146.60万 | 0.49% | 17,836 | 909 | 5.4% | $7.47万 | 加仓 |
| SPDW | SPDR PORTFOLIO DVLPD WRLD EX-US ETF | $152.20万 | 0.51% | 34,463 | -1,148 | -3.2% | -$5.07万 | 减仓 |
| DFIC | DMENSIONAL INTERN CORE EQUITY 2 ETF | $152.20万 | 0.51% | 44,139 | -309 | -0.7% | -$1.07万 | 减仓 |
| JMST | JP MORGAN ULTRA SHORT MUN INCOME ETF | $152.90万 | 0.51% | 30,009 | -553 | -1.8% | -$2.82万 | 减仓 |