Spectrum Wealth Advisory Group, LLC
GRANITE BAY CA · SEC CIK 0001776821
$3.51亿2026Q2 申报市值
543持仓数
70.7%前十大占比 · 第一大 12.5%
482 / 0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
FEDERATED HERMES 新建仓+$2,948.47万
QQQM 加仓+$1,305.92万
MFSI 加仓+$691.18万
JHMD 加仓+$652.83万
SPTI 加仓+$540.90万
2026Q2 卖出最多 按季末市值估算
RDVY 减仓-$2,574.82万
CWB 减仓-$615.12万
JPIB 减仓-$371.80万
PHYL 减仓-$296.69万
SPLB 减仓-$201.16万
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 |
|---|---|---|---|---|---|---|---|---|
| QQQM | INVESCO EXCH TRADED FD TR II | $4,405.55万 | 12.55% | 145,412 | 43,104 | 42.1% | $1,305.92万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $3,868.38万 | 11.02% | 535,194 | 798 | 0.1% | $5.77万 | 加仓 |
| RECS | COLUMBIA ETF TR I | $3,708.82万 | 10.56% | 856,938 | 27,822 | 3.4% | $120.41万 | 加仓 |
| — | FEDERATED HERMES ETF TRUST | $2,948.47万 | 8.40% | 839,198 | 839,198 | — | $2,948.47万 | 新建仓 |
| MFSI | MFS ACTIVE EXCHANGE TRADED F | $1,924.23万 | 5.48% | 592,436 | 212,801 | 56.1% | $691.18万 | 加仓 |
| JHMD | JOHN HANCOCK EXCHANGE TRADED | $1,895.70万 | 5.40% | 426,864 | 147,001 | 52.5% | $652.83万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,848.60万 | 5.27% | 25,103 | -351 | -1.4% | -$25.85万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $1,737.88万 | 4.95% | 214,395 | -317,645 | -59.7% | -$2,574.82万 | 减仓 |
| FLXR | TCW ETF TRUST | $1,551.51万 | 4.42% | 395,692 | -29,403 | -6.9% | -$115.29万 | 减仓 |
| AAPL | APPLE INC | $944.89万 | 2.69% | 32,654 | 892 | 2.8% | $25.81万 | 加仓 |
| IUSG | ISHARES TR | $857.02万 | 2.44% | 45,564 | -81 | -0.2% | -$1.52万 | 减仓 |
| SPTI | SPDR SERIES TRUST | $672.54万 | 1.92% | 236,893 | 190,524 | 410.9% | $540.90万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $633.34万 | 1.80% | 56,108 | -653 | -1.2% | -$7.37万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $601.01万 | 1.71% | 139,316 | 37,389 | 36.7% | $161.30万 | 加仓 |
| DGS | WISDOMTREE TR | $553.75万 | 1.58% | 85,575 | -2,961 | -3.3% | -$19.16万 | 减仓 |
| VNLA | JANUS DETROIT STR TR | $354.00万 | 1.01% | 72,445 | 67,949 | 1,511.3% | $332.03万 | 重新持有 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $350.65万 | 1.00% | 20,610 | -341 | -1.6% | -$5.80万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $350.01万 | 1.00% | 38,955 | -348 | -0.9% | -$3.13万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $339.29万 | 0.97% | 4,543 | -40 | -0.9% | -$2.99万 | 减仓 |
| CWB | SPDR SERIES TRUST | $308.10万 | 0.88% | 28,575 | -57,050 | -66.6% | -$615.12万 | 减仓 |
| GOOGL | ALPHABET INC | $243.57万 | 0.69% | 6,816 | 526 | 8.4% | $18.80万 | 加仓 |
| FPX | FIRST TR EXCHANGE-TRADED FD | $232.26万 | 0.66% | 11,265 | -107 | -0.9% | -$2.21万 | 减仓 |
| GOOG | ALPHABET INC | $216.98万 | 0.62% | 6,141 | 293 | 5.0% | $10.35万 | 加仓 |
| AMZN | AMAZON COM INC | $215.72万 | 0.61% | 9,051 | -69 | -0.8% | -$1.64万 | 减仓 |
| XAGG | MORGAN STANLEY ETF TRUST | $204.70万 | 0.58% | 40,949 | 40,949 | — | $204.70万 | 新建仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $190.69万 | 0.54% | 76,645 | -16,704 | -17.9% | -$41.56万 | 减仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $162.04万 | 0.46% | 13,251 | -239 | -1.8% | -$2.92万 | 减仓 |
| MSFT | MICROSOFT CORP | $151.03万 | 0.43% | 4,049 | 562 | 16.1% | $20.96万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $148.84万 | 0.42% | 2,167 | 34 | 1.6% | $2.34万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $143.91万 | 0.41% | 29,575 | -686 | -2.3% | -$3.34万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $140.22万 | 0.40% | 7,008 | 259 | 3.8% | $5.18万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $119.14万 | 0.34% | 24,728 | -666 | -2.6% | -$3.21万 | 减仓 |
| XCEM | COLUMBIA ETF TR II | $107.48万 | 0.31% | 20,325 | 20,325 | — | $107.48万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $98.20万 | 0.28% | 2,772 | 42 | 1.5% | $1.49万 | 加仓 |
| SPLB | SPDR SERIES TRUST | $89.38万 | 0.25% | 39,903 | -89,803 | -69.2% | -$201.16万 | 减仓 |
| PHYL | PGIM ETF TR | $87.62万 | 0.25% | 25,119 | -85,058 | -77.2% | -$296.69万 | 减仓 |
| SLV | ISHARES SILVER TR | $87.20万 | 0.25% | 16,308 | -12 | -0.1% | -$642 | 减仓 |
| QLD | PROSHARES TR | $80.89万 | 0.23% | 8,360 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES TR | $77.94万 | 0.22% | 2,273 | -78 | -3.3% | -$2.67万 | 减仓 |
| AMAT | APPLIED MATLS INC | $76.64万 | 0.22% | 1,060 | 0 | 0.0% | — | 不变 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $72.50万 | 0.21% | 14,995 | -76,897 | -83.7% | -$371.80万 | 减仓 |
| GLD | SPDR GOLD TR | $71.65万 | 0.20% | 1,945 | 0 | 0.0% | — | 不变 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $70.61万 | 0.20% | 5,769 | 0 | 0.0% | — | 不变 |
| AFLG | FIRST TR EXCHNG TRADED FD VI | $65.09万 | 0.19% | 14,991 | 14,991 | — | $65.09万 | 新建仓 |
| DIS | DISNEY WALT CO | $56.80万 | 0.16% | 5,902 | -100 | -1.7% | -$9,624 | 减仓 |
| QQQE | DIREXION SHARES ETF TRUST | $54.99万 | 0.16% | 4,507 | 4,507 | — | $54.99万 | 新建仓 |
| XMLV | INVESCO EXCH TRADED FD TR II | $54.56万 | 0.16% | 8,226 | 5 | 0.1% | $332 | 加仓 |
| AVGO | BROADCOM INC | $54.33万 | 0.15% | 1,438 | 23 | 1.6% | $8,690 | 加仓 |
| XAR | SPDR SERIES TRUST | $53.08万 | 0.15% | 1,871 | 40 | 2.2% | $1.13万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $51.40万 | 0.15% | 1,570 | 844 | 116.3% | $27.63万 | 重新持有 |
| PLTR | PALANTIR TECHNOLOGIES INC | $49.93万 | 0.14% | 4,280 | 0 | 0.0% | — | 不变 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $49.18万 | 0.14% | 5,237 | 5 | 0.1% | $470 | 加仓 |
| BAC | BANK OF AMER CORP | $47.90万 | 0.14% | 8,406 | 8,406 | — | $47.90万 | 新建仓 |
| TSLA | TESLA INC | $46.77万 | 0.13% | 1,112 | -272 | -19.7% | -$11.44万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $45.64万 | 0.13% | 5,200 | -35 | -0.7% | -$3,072 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $41.62万 | 0.12% | 445 | -14 | -3.1% | -$1.31万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $38.26万 | 0.11% | 7,578 | -1,962 | -20.6% | -$9.91万 | 减仓 |
| VGT | VANGUARD WORLD FD | $37.25万 | 0.11% | 3,116 | 4 | 0.1% | $478 | 加仓 |
| DGRW | WISDOMTREE TR | $37.03万 | 0.11% | 3,872 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $34.74万 | 0.10% | 3,629 | 6 | 0.2% | $574 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $30.29万 | 0.09% | 1,077 | 71 | 7.1% | $2.00万 | 加仓 |
| CSCO | CISCO SYS INC | $30.22万 | 0.09% | 2,572 | 2,572 | — | $30.22万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $29.74万 | 0.08% | 804 | 9 | 1.1% | $3,329 | 加仓 |
| META | META PLATFORMS INC | $27.28万 | 0.08% | 484 | 62 | 14.7% | $3.49万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $24.67万 | 0.07% | 440 | 0 | 0.0% | — | 重新持有 |
| AMD | ADVANCED MICRO DEVICES INC | $24.57万 | 0.07% | 423 | 423 | — | $24.57万 | 新建仓 |
| D | DOMINION ENERGY INC | $23.28万 | 0.07% | 3,409 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $23.13万 | 0.07% | 1,657 | 1,657 | — | $23.13万 | 新建仓 |
| FDT | FIRST TR EXCH TRD ALPHDX FD | $22.75万 | 0.06% | 2,403 | 2,403 | — | $22.75万 | 新建仓 |
| SSO | PROSHARES TR | $21.16万 | 0.06% | 3,140 | 3,140 | — | $21.16万 | 新建仓 |
| ILCG | ISHARES TR | $20.61万 | 0.06% | 1,761 | 1,761 | — | $20.61万 | 新建仓 |
| AMT | AMERICAN TOWER CORP | $20.21万 | 0.06% | 1,236 | 1,236 | — | $20.21万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $20.09万 | 0.06% | 174 | 174 | — | $20.09万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $19.62万 | 0.06% | 392 | 392 | — | $19.62万 | 新建仓 |
| GEV | GE VERNOVA INC | $19.28万 | 0.05% | 164 | 164 | — | $19.28万 | 新建仓 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $19.18万 | 0.05% | 990 | 990 | — | $19.18万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $18.85万 | 0.05% | 367 | 367 | — | $18.85万 | 新建仓 |
| — | INVESCO EXCH TRADED FD TR II | $17.90万 | 0.05% | 3,416 | 3,416 | — | $17.90万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $17.62万 | 0.05% | 1,392 | 1,392 | — | $17.62万 | 新建仓 |
| ABBV | ABBVIE INC | $17.10万 | 0.05% | 680 | 680 | — | $17.10万 | 新建仓 |
| MMM | 3M CO | $16.81万 | 0.05% | 1,038 | 1,038 | — | $16.81万 | 新建仓 |
| LOW | LOWES COS INC | $15.85万 | 0.05% | 719 | 719 | — | $15.85万 | 新建仓 |
| ROBT | FIRST TR EXCHANGE TRADED FD | $14.94万 | 0.04% | 2,656 | 2,656 | — | $14.94万 | 新建仓 |
| TEAM | ATLASSIAN CORPORATION | $14.35万 | 0.04% | 1,845 | 1,845 | — | $14.35万 | 新建仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $14.15万 | 0.04% | 1,462 | 1,462 | — | $14.15万 | 新建仓 |
| — | EXXON MOBIL CORP | $13.95万 | 0.04% | 1,020 | 1,020 | — | $13.95万 | 新建仓 |
| AVUV | AMERICAN CENTY ETF TR | $13.82万 | 0.04% | 1,108 | 1,108 | — | $13.82万 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $13.71万 | 0.04% | 1,689 | -930 | -35.5% | -$7.55万 | 减仓 |
| RTX | RTX CORPORATION | $13.32万 | 0.04% | 702 | 702 | — | $13.32万 | 新建仓 |
| GE | GE AEROSPACE | $13.09万 | 0.04% | 350 | 350 | — | $13.09万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $12.55万 | 0.04% | 368 | 368 | — | $12.55万 | 新建仓 |
| MRSH | MARSH & MCLENNAN COS INC | $12.43万 | 0.04% | 746 | 746 | — | $12.43万 | 新建仓 |
| WMT | WALMART INC | $12.40万 | 0.04% | 1,095 | 1,095 | — | $12.40万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $12.28万 | 0.03% | 245 | 245 | — | $12.28万 | 新建仓 |
| MRK | MERCK & CO INC | $12.23万 | 0.03% | 952 | 952 | — | $12.23万 | 新建仓 |
| NET | CLOUDFLARE INC | $12.14万 | 0.03% | 495 | 495 | — | $12.14万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $11.79万 | 0.03% | 804 | 804 | — | $11.79万 | 新建仓 |
| CAT | CATERPILLAR INC | $11.40万 | 0.03% | 107 | 107 | — | $11.40万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $11.29万 | 0.03% | 148 | 148 | — | $11.29万 | 新建仓 |
| ANET | ARISTA NETWORKS INC | $11.14万 | 0.03% | 656 | 656 | — | $11.14万 | 新建仓 |