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 |
|---|---|---|---|---|---|---|---|---|
| IVLU | iSHARES EDGE MSCI INTL VALUE FACTOR ETF | $30.30万 | 0.10% | 7,883 | 7,883 | — | $30.30万 | 新建仓 |
| DFAX | DIMENSIONAL ETF TRUST | $30.10万 | 0.10% | 9,159 | -37 | -0.4% | -$1,216 | 减仓 |
| RWL | INVESCO S&P 500 REVENUE ETF | $29.90万 | 0.10% | 2,658 | 188 | 7.6% | $2.11万 | 加仓 |
| SPMD | SPDR PORTFOLIO S&P 400 MID CP ETF IV | $29.80万 | 0.10% | 5,184 | -122 | -2.3% | -$7,013 | 减仓 |
| BUFR | FIRST TR EX-TD VIII FT CBOE VEST FUN | $29.60万 | 0.10% | 8,935 | -135 | -1.5% | -$4,472 | 减仓 |
| COST | COSTCO WHOLESALE CO | $29.50万 | 0.10% | 297 | -15 | -4.8% | -$1.49万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $29.40万 | 0.10% | 1,039 | -54 | -4.9% | -$1.53万 | 减仓 |
| MTUM | ISHARES MSCI USA MOMNTUM FCT ETF | $29.20万 | 0.10% | 1,266 | -56 | -4.2% | -$1.29万 | 减仓 |
| AMLP | ALPS ALERIAN MLP ETF | $29.00万 | 0.10% | 5,450 | 0 | 0.0% | — | 不变 |
| EQWL | INVESCO S&P 100 EQUAL WEIGHT ETF | $28.40万 | 0.09% | 2,521 | 277 | 12.3% | $3.12万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $28.30万 | 0.09% | 18,725 | 900 | 5.0% | $1.36万 | 加仓 |
| SO | Southern CO | $27.30万 | 0.09% | 2,825 | -144 | -4.9% | -$1.39万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR M FSPONSORED ADT 1 | $26.70万 | 0.09% | 844 | 28 | 3.4% | $8,858 | 加仓 |
| 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 |
| GWX | SPDR S&P INTERNATIONAL SMALL ETF IV | $25.50万 | 0.08% | 6,250 | -307 | -4.7% | -$1.25万 | 减仓 |
| JMUB | JP MORGAN MUNICIPAL ETF | $25.30万 | 0.08% | 5,083 | 82 | 1.6% | $4,081 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $24.90万 | 0.08% | 4,024 | -63 | -1.5% | -$3,898 | 减仓 |
| XEL | XCEL ENERGY INC | $24.70万 | 0.08% | 3,127 | 19 | 0.6% | $1,501 | 加仓 |
| GOOG | ALPHABET INC. CLASS C | $23.20万 | 0.08% | 851 | -101 | -10.6% | -$2.75万 | 减仓 |
| 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 |
| DLN | WISDOMTREE US LARGECAP DIVIDEND ETF | $23.00万 | 0.08% | 2,629 | 8 | 0.3% | $700 | 加仓 |
| VT | VANGUARD TOTAL WORLD STOCK ET ETF IV | $21.90万 | 0.07% | 1,634 | 2 | 0.1% | $268 | 加仓 |
| RWO | SPDR DOW JONE GLOBAL REAL EST ETF IV | $21.70万 | 0.07% | 4,820 | -71 | -1.5% | -$3,196 | 减仓 |
| 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 |
| JNJ | JOHNSON & JOHNSON | $20.70万 | 0.07% | 854 | 854 | — | $20.70万 | 新建仓 |
| — | GUARDIAN HEALTH INC. | $20.60万 | 0.07% | 2,399 | 35 | 1.5% | $3,005 | 加仓 |
| CERY | SPDR BLOOMBERY ENHANCED ROLL YIELD COMMODITY STRATEGY | $20.30万 | 0.07% | 5,749 | 5,749 | — | $20.30万 | 新建仓 |
| DFAW | DIMENSIONAL WORLD EQUITY ETF | $20.00万 | 0.07% | 2,792 | 2,792 | — | $20.00万 | 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 |
| SOUN | SOUNHOUND AI INC CLASS A | $7.90万 | 0.03% | 13,250 | 13,250 | — | $7.90万 | 新建仓 |
| ENVX | ENOVIX CORPORATION COMMON STOCK | $7.30万 | 0.02% | 15,000 | 5,000 | 50.0% | $2.43万 | 加仓 |
| CLOV | CLOVER HEALTH INVTS CORP CLASS A | $6.00万 | 0.02% | 35,000 | 10,000 | 40.0% | $1.71万 | 加仓 |
| CASH | META PLATFORMS INC CLASS A | $4.36万 | 0.01% | 489 | -70 | -12.5% | -$6,246 | 减仓 |
| 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 |