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 |
|---|---|---|---|---|---|---|---|---|
| SCHV | SCHWAB US LARGE CAP VALUE ETF | $2,184.70万 | 7.26% | 730,681 | 30,565 | 4.4% | $91.39万 | 加仓 |
| QQQ | INVESCO QQQ TRUST | $1,828.20万 | 6.08% | 32,748 | 506 | 1.6% | $28.25万 | 加仓 |
| SCHG | SCHWAB US LARGE CAP GROWTH ETF | $1,754.80万 | 5.83% | 624,511 | 34,412 | 5.8% | $96.69万 | 加仓 |
| FBND | FIDELITY TOTAL BOND ETF | $1,142.30万 | 3.80% | 251,179 | 8,004 | 3.3% | $36.40万 | 加仓 |
| AVUV | Avantis US Small Cap Value ETF | $1,087.10万 | 3.61% | 100,409 | 1,737 | 1.8% | $18.81万 | 加仓 |
| XSMO | INVESCO S&P SMALL CAP MOMENTM ETF | $794.70万 | 2.64% | 108,147 | 3,287 | 3.1% | $24.15万 | 加仓 |
| HELO | J P MORGAN HEDGED EQUITY LADDERED OVERLAY ETF | $778.00万 | 2.59% | 122,850 | 8,525 | 7.5% | $53.99万 | 加仓 |
| IQLT | ISHS MSCI INTL QUALITY FACT ETF | $773.90万 | 2.57% | 172,680 | -26,211 | -13.2% | -$117.47万 | 减仓 |
| BOND | PIMCO ACTIVE BOND ETF | $746.70万 | 2.48% | 81,124 | 3,820 | 4.9% | $35.16万 | 加仓 |
| XMHQ | INVESCO EXCHANGE-TRADED FD TR INVESC | $722.30万 | 2.40% | 71,830 | 914 | 1.3% | $9.19万 | 加仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $715.50万 | 2.38% | 234,776 | 10,135 | 4.5% | $30.89万 | 加仓 |
| WTV | WISDOM TREE U S VALUE ETF | $675.90万 | 2.25% | 72,466 | 3,800 | 5.5% | $35.44万 | 加仓 |
| SPY | SPDR S&P 500 ETF | $642.60万 | 2.14% | 10,168 | 90 | 0.9% | $5.69万 | 加仓 |
| GTO | INVESCO TOTAL RETURN BOND ETF | $607.80万 | 2.02% | 130,196 | 6,810 | 5.5% | $31.79万 | 加仓 |
| PYLD | PIMCO MULTI SECTOR BOND ACTV ETF | $571.40万 | 1.90% | 219,195 | 10,444 | 5.0% | $27.23万 | 加仓 |
| IWP | ISHARES RUSSELL MID CAP GROWTH ETF | $562.10万 | 1.87% | 45,474 | 12,595 | 38.3% | $155.69万 | 加仓 |
| RECS | COLUMBIA RESEARCH ENHANCED CR ETF | $530.30万 | 1.76% | 139,739 | 1,577 | 1.1% | $5.98万 | 加仓 |
| VLU | SPDR SP 1500 Value Tilt ETF | $476.30万 | 1.58% | 22,610 | 575 | 2.6% | $12.11万 | 加仓 |
| IDMO | INVESCO SP INTERNATIONAL DVLP MNTM ETF IV | $472.20万 | 1.57% | 89,231 | 28,727 | 47.5% | $152.02万 | 加仓 |
| MGC | VANGUARD MEGA CAP ETF IV | $462.80万 | 1.54% | 20,182 | -236 | -1.2% | -$5.41万 | 减仓 |
| FENI | FIDELITY ENHANCED INTERNATIONAL ETF | $454.70万 | 1.51% | 126,081 | 6,211 | 5.2% | $22.40万 | 加仓 |
| IJH | iShares Core S&P Mid-Cap ETF | $443.30万 | 1.47% | 67,588 | 702 | 1.0% | $4.60万 | 加仓 |
| PVAL | PUTNAM FOCUSED LARGE CAP VALUE ETF | $443.30万 | 1.47% | 97,496 | 2,089 | 2.2% | $9.50万 | 加仓 |
| SPYG | SPDR S&P 500 GROWTH ETF | $421.30万 | 1.40% | 44,796 | 506 | 1.1% | $4.76万 | 加仓 |
| ACWI | ISHARES MSCI ACWI ETF | $419.20万 | 1.39% | 31,243 | 551 | 1.8% | $7.39万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $401.20万 | 1.33% | 79,436 | 2,061 | 2.7% | $10.41万 | 加仓 |
| COWZ | PACER US CASH COWS 100 ETF | $386.90万 | 1.29% | 62,516 | -15,697 | -20.1% | -$97.15万 | 减仓 |
| — | ANFIELD UNIVERSAL FIXED INCOME ETF | $384.80万 | 1.28% | 414,261 | 6,064 | 1.5% | $5.63万 | 加仓 |
| MMM | 3M CO | $368.00万 | 1.22% | 25,826 | -44 | -0.2% | -$6,270 | 减仓 |
| — | DIMENSIONAL ETF TR U S CORE EQUITY 2 | $365.60万 | 1.22% | 96,701 | 103 | 0.1% | $3,894 | 加仓 |
| TOTL | SPDR DOUBLELINE TTL RTRNT RTCL ETF | $351.70万 | 1.17% | 88,735 | 2,545 | 3.0% | $10.09万 | 加仓 |
| JPST | JPMORGAN ULTRA SHORT INCOME ETF | $314.50万 | 1.05% | 62,194 | 1,830 | 3.0% | $9.25万 | 加仓 |
| SPYM | SPDR PORTFOLIO S&P 500 ETF IV | $291.90万 | 0.97% | 39,251 | -935 | -2.3% | -$6.95万 | 减仓 |
| OUNZ | VANECK MERK GOLD ETF IV | $286.00万 | 0.95% | 65,872 | -955 | -1.4% | -$4.15万 | 减仓 |
| — | DIMENSIONAL US CORE EQUITY 1 ETF | $270.60万 | 0.90% | 38,562 | 72 | 0.2% | $5,052 | 加仓 |
| JBND | JPMORGAN ACTIVE BOND ETF | $224.80万 | 0.75% | 41,910 | 617 | 1.5% | $3.31万 | 加仓 |
| QQQM | INVESCO QQQM NASDAQ 100 | $189.70万 | 0.63% | 8,256 | 160 | 2.0% | $3.68万 | 加仓 |
| FWD | AB (ALLIANCE BERNSTEIN) DISRUPTORS ETF | $182.50万 | 0.61% | 17,664 | 81 | 0.5% | $8,369 | 加仓 |
| SPAB | SPDR AGGREGATE BOND ETF IV | $179.20万 | 0.60% | 70,162 | 1,671 | 2.4% | $4.27万 | 加仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $178.60万 | 0.59% | 25,898 | 97 | 0.4% | $6,689 | 加仓 |
| EDIV | SPDR S& P EMERGING MARKETS DIVIDEND ETF | $172.80万 | 0.57% | 44,766 | 1,195 | 2.7% | $4.61万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $170.30万 | 0.57% | 40,494 | -492 | -1.2% | -$2.07万 | 减仓 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $156.70万 | 0.52% | 8,406 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD SMALL CAP ETF IV | $156.40万 | 0.52% | 6,162 | -58 | -0.9% | -$1.47万 | 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 |
| 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 |
| AVDE | Avantis International Equity ETF | $146.60万 | 0.49% | 17,836 | 909 | 5.4% | $7.47万 | 加仓 |
| DFAI | DIMENSIONAL ETF TR INTL CORE ETF | $144.90万 | 0.48% | 38,297 | -233 | -0.6% | -$8,816 | 减仓 |
| ECL | ECOLAB INC | $144.80万 | 0.48% | 5,520 | -29 | -0.5% | -$7,607 | 减仓 |
| VBR | VANGUARD SMALL CAP VALUE ETF | $138.30万 | 0.46% | 6,516 | -3,607 | -35.6% | -$76.56万 | 减仓 |
| — | DIMENSIONAL ETF TR U S SMALL CAP ETF | $136.50万 | 0.45% | 19,731 | -170 | -0.9% | -$1.18万 | 减仓 |
| AVLV | Avantis US Large Cap Value ETF | $133.80万 | 0.44% | 16,979 | 31 | 0.2% | $2,443 | 加仓 |
| WMT | Walmart Inc | $132.50万 | 0.44% | 10,729 | 607 | 6.0% | $7.50万 | 加仓 |
| AVUS | Avantis US Equity ETF | $117.60万 | 0.39% | 10,879 | 22 | 0.2% | $2,378 | 加仓 |
| SPMO | INVESCO S&P 500 MOMENTUM ETF | $116.30万 | 0.39% | 10,788 | -18 | -0.2% | -$1,940 | 减仓 |
| MSFT | MICROSOFT CORP | $115.40万 | 0.38% | 3,215 | 52 | 1.6% | $1.87万 | 加仓 |
| DFAU | DIMENSIONAL ETF TR US CORE ETF | $113.20万 | 0.38% | 25,832 | -428 | -1.6% | -$1.88万 | 减仓 |
| AMZN | Amazon.com, Inc. | $113.00万 | 0.38% | 5,625 | 160 | 2.9% | $3.21万 | 加仓 |
| 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 |
| IWR | ISHARES RUSSELL MID-CAP ETF | $108.60万 | 0.36% | 11,472 | -70 | -0.6% | -$6,627 | 减仓 |
| YEAR | AB(Alliance Bernstein) Ultra Short Income ETF | $102.50万 | 0.34% | 20,334 | -1,308 | -6.0% | -$6.59万 | 减仓 |
| JGRO | J P MORGAN EXCHANGE-TRADED FD TR ACT | $101.60万 | 0.34% | 12,470 | 561 | 4.7% | $4.57万 | 加仓 |
| IUSV | ISHARES CORE S&P US VALUE ETF | $91.00万 | 0.30% | 9,065 | -41 | -0.5% | -$4,116 | 减仓 |
| JCPB | J P MORGAN EXCHANGE-TRADED FD TR COR | $89.30万 | 0.30% | 19,043 | 64 | 0.3% | $3,001 | 加仓 |
| DFSD | DIMENSIONAL ETF TR SHORT DURATION FX | $88.10万 | 0.29% | 18,470 | 170 | 0.9% | $8,109 | 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 |
| IVV | ISHARES TR | $84.70万 | 0.28% | 1,335 | 3 | 0.2% | $1,903 | 加仓 |
| SMMD | ISHARES TR RUSSELL 2500 ETF | $84.40万 | 0.28% | 11,450 | 23 | 0.2% | $1,695 | 加仓 |
| AAPL | Apple Inc. | $83.50万 | 0.28% | 3,387 | -131 | -3.7% | -$3.23万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $81.80万 | 0.27% | 4,173 | 17 | 0.4% | $3,332 | 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 |
| 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 |
| BRK/B | Berkshire Hathaway Class B | $67.30万 | 0.22% | 1,418 | 12 | 0.9% | $5,695 | 加仓 |
| DFEM | DIMENSIONAL EMERG MARK CRE EQUITY 2 ETF | $65.50万 | 0.22% | 19,601 | -463 | -2.3% | -$1.55万 | 减仓 |
| MDT | MEDTRONIC PLC F | $63.80万 | 0.21% | 7,450 | -57 | -0.8% | -$4,881 | 减仓 |
| GOOGL | Alphabet Inc. | $57.20万 | 0.19% | 2,092 | -231 | -9.9% | -$6.32万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $57.00万 | 0.19% | 3,451 | 352 | 11.4% | $5.81万 | 加仓 |
| DFGX | DIMENSIONAL GBL EX US CORE FIXED INCOME ETF | $54.10万 | 0.18% | 10,392 | 243 | 2.4% | $1.27万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $51.40万 | 0.17% | 15,729 | -181 | -1.1% | -$5,915 | 减仓 |
| NLR | VANECK URANIUM AND NUCLEAR ETF | $47.40万 | 0.16% | 3,732 | 148 | 4.1% | $1.88万 | 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 |
| — | XTRCKRS SHORT DURATION HIGH YIELD BOND ETF | $46.30万 | 0.15% | 10,528 | 720 | 7.3% | $3.17万 | 加仓 |
| FIXD | FIRST TRUST TCW OPPORTUNISTIC FI ETF | $45.70万 | 0.15% | 10,534 | -268 | -2.5% | -$1.16万 | 减仓 |
| HTAB | HARTFORD SCHRODERS TAX AWARE BND ETF | $44.10万 | 0.15% | 23,317 | 1,087 | 4.9% | $2.06万 | 加仓 |
| PG | Procter & Gamble Co | $41.60万 | 0.14% | 2,880 | -71 | -2.4% | -$1.03万 | 减仓 |
| TSLA | TESLA INC | $39.60万 | 0.13% | 1,117 | 42 | 3.9% | $1.49万 | 加仓 |
| XMVM | INVESCO S&P MIDCAP VALUE WITH MOMENTUM ETF | $37.00万 | 0.12% | 5,779 | 5,779 | — | $37.00万 | 新建仓 |
| DGCB | DIMENSIONAL GLOBAL CREDIT ETF | $36.80万 | 0.12% | 6,857 | 0 | 0.0% | — | 不变 |
| USHY | iShares Broad USD HG YLD CRP BND Etf | $35.40万 | 0.12% | 9,706 | 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 |
| SOLV | SOLVENTUM CORPORATION | $35.10万 | 0.12% | 5,547 | 0 | 0.0% | — | 不变 |
| NULG | Nuveen ESG Large Cap Growth ETF (NULG) | $34.40万 | 0.11% | 3,932 | 497 | 14.5% | $4.35万 | 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 |
| V | VISA INC CLASS A | $31.10万 | 0.10% | 1,040 | 449 | 76.0% | $13.43万 | 加仓 |
| — | SPDR S&P KENSHO FUTURE SECURITY ETF | $30.60万 | 0.10% | 3,733 | 1 | 0.0% | $82 | 加仓 |
| SPSM | SPDR PORTFOLIO S&P 600 SML CP ETF IV | $30.50万 | 0.10% | 6,507 | -141 | -2.1% | -$6,609 | 减仓 |