USAdvisors Wealth Management, LLC
EDEN PRAIRIE MN · SEC CIK 0001735605
$3.56亿2026Q2 申报市值
144持仓数
37.1%前十大占比 · 第一大 6.8%
10 / 6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
LLY 重新持有+$732.97万
FENI 加仓+$698.76万
FTGC 新建仓+$672.50万
QQQM 加仓+$448.97万
IWP 加仓+$324.05万
2026Q2 卖出最多 按季末市值估算
SCHV 减仓-$742.48万
HELO 减仓-$446.82万
SCHG 减仓-$257.70万
IQLT 减仓-$245.71万
COWZ 减仓-$162.70万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| NOW | SERVICE NOW INC. | $41.20万 | 0.12% | 4,154 | 4,154 | — | $41.20万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR M FSPONSORED ADT 1 | $40.40万 | 0.11% | 847 | 3 | 0.4% | $1,431 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $38.40万 | 0.11% | 3,995 | -29 | -0.7% | -$2,787 | 减仓 |
| DGCB | DIMENSIONAL GLOBAL CREDIT ETF | $37.70万 | 0.11% | 6,902 | 45 | 0.7% | $2,458 | 加仓 |
| SPSM | SPDR PORTFOLIO S&P 600 SML CP ETF IV | $36.70万 | 0.10% | 6,370 | -137 | -2.1% | -$7,893 | 减仓 |
| — | GUARDIAN HEALTH INC. | $36.20万 | 0.10% | 2,413 | 14 | 0.6% | $2,100 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $36.10万 | 0.10% | 20,140 | 1,415 | 7.6% | $2.54万 | 加仓 |
| USHY | iShares Broad USD HG YLD CRP BND Etf | $35.90万 | 0.10% | 9,706 | 0 | 0.0% | — | 不变 |
| V | VISA INC CLASS A | $35.80万 | 0.10% | 1,045 | 5 | 0.5% | $1,713 | 加仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD ETF (VYM) | $35.20万 | 0.10% | 2,228 | 14 | 0.6% | $2,212 | 加仓 |
| SPMD | SPDR PORTFOLIO S&P 400 MID CP ETF IV | $34.50万 | 0.10% | 5,109 | -75 | -1.4% | -$5,065 | 减仓 |
| HYD | VANECK HIGH YIELD MUNI ETF | $33.20万 | 0.09% | 6,458 | 0 | 0.0% | — | 不变 |
| EQWL | INVESCO S&P 100 EQUAL WEIGHT ETF | $32.80万 | 0.09% | 2,547 | 26 | 1.0% | $3,348 | 加仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP CLASS A | $32.40万 | 0.09% | 16,500 | 5,800 | 54.2% | $11.39万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $32.30万 | 0.09% | 988 | -51 | -4.9% | -$1.67万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $32.10万 | 0.09% | 8,730 | -429 | -4.7% | -$1.58万 | 减仓 |
| BUFR | FIRST TR EX-TD VIII FT CBOE VEST FUN | $30.80万 | 0.09% | 8,456 | -479 | -5.4% | -$1.74万 | 减仓 |
| GOOG | ALPHABET INC. CLASS C | $30.40万 | 0.09% | 861 | 10 | 1.2% | $3,531 | 加仓 |
| CSCO | CISCO SYS INC | $28.40万 | 0.08% | 2,442 | -880 | -26.5% | -$10.23万 | 重新持有 |
| COST | COSTCO WHOLESALE CO | $28.30万 | 0.08% | 303 | 6 | 2.0% | $5,604 | 加仓 |
| CCL | CARNIVAL CORP F | $27.70万 | 0.08% | 9,700 | 43 | 0.4% | $1,228 | 加仓 |
| GWX | SPDR S&P INTERNATIONAL SMALL ETF IV | $27.20万 | 0.08% | 6,215 | -35 | -0.6% | -$1,532 | 减仓 |
| IPKW | INVESCO INTERNATIONAL BUYBACK ACHIEVE ETF | $26.60万 | 0.07% | 4,725 | 0 | 0.0% | — | 不变 |
| JMUB | JP MORGAN MUNICIPAL ETF | $25.90万 | 0.07% | 5,125 | 42 | 0.8% | $2,123 | 加仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF IV | $25.80万 | 0.07% | 1,065 | -165 | -13.4% | -$4.00万 | 减仓 |
| ELF | E L F BEAUTY INC. | $25.50万 | 0.07% | 3,450 | 3,450 | — | $25.50万 | 新建仓 |
| VT | VANGUARD TOTAL WORLD STOCK ET ETF IV | $25.30万 | 0.07% | 1,613 | -21 | -1.3% | -$3,294 | 减仓 |
| XEL | XCEL ENERGY INC | $25.20万 | 0.07% | 3,145 | 18 | 0.6% | $1,442 | 加仓 |
| DLN | WISDOMTREE US LARGECAP DIVIDEND ETF | $24.60万 | 0.07% | 2,561 | -68 | -2.6% | -$6,532 | 减仓 |
| ITA | ISHARES US AEROSPACE DEFENSE ETF IV | $24.60万 | 0.07% | 1,018 | 1 | 0.1% | $242 | 加仓 |
| AOK | ISHARES CORE CONSERVATIVE ALL ETF IV | $24.40万 | 0.07% | 5,901 | 33 | 0.6% | $1,365 | 加仓 |
| RWO | SPDR DOW JONE GLOBAL REAL EST ETF IV | $24.10万 | 0.07% | 4,854 | 34 | 0.7% | $1,688 | 加仓 |
| PLTR | PLANTIR TECHNOLOGIES IN CLASS A | $23.30万 | 0.07% | 2,000 | 670 | 50.4% | $7.81万 | 重新持有 |
| CVS | CVS HEALTH CORP | $22.70万 | 0.06% | 2,198 | 2,198 | — | $22.70万 | 新建仓 |
| LMBS | FIRST TRUST LOW DURATION OPPORTUNITIES ETF | $22.60万 | 0.06% | 4,551 | 4,551 | — | $22.60万 | 新建仓 |
| HIMS | HIM & HERS HEALTH INC CLASS A | $22.50万 | 0.06% | 6,500 | 6,500 | — | $22.50万 | 新建仓 |
| SRLN | SPDR BLACKSTONE SENIOR LOAN ETF IV | $21.70万 | 0.06% | 5,399 | 34 | 0.6% | $1,367 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $21.70万 | 0.06% | 855 | 1 | 0.1% | $254 | 加仓 |
| — | DIMENSIONAL US TARGETED VALUE ETF | $21.50万 | 0.06% | 3,085 | 3,085 | — | $21.50万 | 新建仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $20.70万 | 0.06% | 1,089 | 1,089 | — | $20.70万 | 新建仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $20.20万 | 0.06% | 1,629 | 1,629 | — | $20.20万 | 新建仓 |
| ENVX | ENOVIX CORPORATION COMMON STOCK | $9.10万 | 0.03% | 15,000 | 0 | 0.0% | — | 不变 |
| CLOV | CLOVER HEALTH INVTS CORP CLASS A | $7.80万 | 0.02% | 15,000 | -20,000 | -57.1% | -$10.40万 | 减仓 |
| CASH | META PLATFORMS INC CLASS A | $6.15万 | 0.02% | 706 | 217 | 44.4% | $1.89万 | 加仓 |
| ET | ENERGY TRANSFER LP LP | $0 | 0.00% | 0 | -18,067 | -100.0% | -$35.30万 | 清仓 |
| AMLP | ALPS ALERIAN MLP ETF | $0 | 0.00% | 0 | -5,450 | -100.0% | -$29.00万 | 清仓 |
| SO | Southern CO | $0 | 0.00% | 0 | -2,825 | -100.0% | -$27.30万 | 清仓 |
| PULS | PGIM ULTRA SHORT BOND ETF | $0 | 0.00% | 0 | -4,320 | -100.0% | -$21.40万 | 清仓 |
| CERY | SPDR BLOOMBERY ENHANCED ROLL YIELD COMMODITY STRATEGY | $0 | 0.00% | 0 | -5,749 | -100.0% | -$20.30万 | 清仓 |
| SOUN | SOUNHOUND AI INC CLASS A | $0 | 0.00% | 0 | -13,250 | -100.0% | -$7.90万 | 清仓 |