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 |
|---|---|---|---|---|---|---|---|---|
| NFLX | NETFLIX INC. | $5.14万 | 0.01% | 720 | 720 | — | $5.14万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $5.17万 | 0.01% | 601 | 601 | — | $5.17万 | 新建仓 |
| PEP | PEPSICO INC | $5.21万 | 0.01% | 385 | 385 | — | $5.21万 | 新建仓 |
| MAR | MARRIOTT INTL INC NEW | $5.43万 | 0.02% | 146 | 146 | — | $5.43万 | 新建仓 |
| AEE | AMEREN CORP | $5.46万 | 0.02% | 483 | 483 | — | $5.46万 | 新建仓 |
| MOAT | VANECK ETF TRUST | $5.63万 | 0.02% | 542 | 542 | — | $5.63万 | 新建仓 |
| WDAY | WORKDAY INC | $5.68万 | 0.02% | 464 | 464 | — | $5.68万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $5.72万 | 0.02% | 1,718 | 1,718 | — | $5.72万 | 新建仓 |
| CRWV | COREWEAVE INC | $5.84万 | 0.02% | 587 | 587 | — | $5.84万 | 新建仓 |
| BA | BOEING CO | $5.89万 | 0.02% | 272 | 272 | — | $5.89万 | 新建仓 |
| CNP | CENTERPOINT ENERGY INC | $5.89万 | 0.02% | 1,338 | 1,338 | — | $5.89万 | 新建仓 |
| CATY | CATHAY GEN BANCORP | $5.99万 | 0.02% | 966 | 966 | — | $5.99万 | 新建仓 |
| SPMD | SPDR SERIES TRUST | $6.05万 | 0.02% | 896 | 896 | — | $6.05万 | 新建仓 |
| MCD | MCDONALDS CORP | $6.06万 | 0.02% | 224 | 224 | — | $6.06万 | 新建仓 |
| IVV | ISHARES TR | $6.15万 | 0.02% | 82 | 82 | — | $6.15万 | 新建仓 |
| SPYG | SPDR SERIES TRUST | $6.16万 | 0.02% | 518 | 518 | — | $6.16万 | 新建仓 |
| BX | BLACKSTONE INC | $6.39万 | 0.02% | 543 | 543 | — | $6.39万 | 新建仓 |
| IVW | ISHARES TR | $6.41万 | 0.02% | 466 | 466 | — | $6.41万 | 新建仓 |
| BBEU | J P MORGAN EXCHANGE TRADED F | $6.48万 | 0.02% | 833 | 833 | — | $6.48万 | 新建仓 |
| — | CHEGG INC | $6.54万 | 0.02% | 64,770 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $6.68万 | 0.02% | 168 | 168 | — | $6.68万 | 新建仓 |
| SRE | SEMPRA | $6.70万 | 0.02% | 723 | 723 | — | $6.70万 | 新建仓 |
| V | VISA INC | $6.83万 | 0.02% | 199 | 199 | — | $6.83万 | 新建仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $6.97万 | 0.02% | 4,019 | 4,019 | — | $6.97万 | 新建仓 |
| CB | CHUBB LIMITED | $7.02万 | 0.02% | 206 | 206 | — | $7.02万 | 新建仓 |
| — | INVESCO EXCHANGE TRADED FD T | $7.10万 | 0.02% | 579 | 579 | — | $7.10万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $7.42万 | 0.02% | 410 | 410 | — | $7.42万 | 新建仓 |
| GARP | ISHARES TR | $7.44万 | 0.02% | 901 | 901 | — | $7.44万 | 新建仓 |
| IE | IVANHOE ELECTRIC INC | $7.58万 | 0.02% | 7,890 | 7,890 | — | $7.58万 | 新建仓 |
| TGT | TARGET CORP | $7.62万 | 0.02% | 583 | 583 | — | $7.62万 | 新建仓 |
| KO | COCA COLA CO | $8.29万 | 0.02% | 1,020 | 1,020 | — | $8.29万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $8.45万 | 0.02% | 510 | 510 | — | $8.45万 | 新建仓 |
| WEC | WEC ENERGY GROUP INC | $8.69万 | 0.02% | 744 | 744 | — | $8.69万 | 新建仓 |
| SPSM | SPDR SERIES TRUST | $8.81万 | 0.03% | 1,528 | 1,528 | — | $8.81万 | 新建仓 |
| T | AT&T INC | $8.99万 | 0.03% | 4,343 | 4,343 | — | $8.99万 | 新建仓 |
| SCHX | SCHWAB STRATEGIC TR | $9.03万 | 0.03% | 3,068 | 3,068 | — | $9.03万 | 新建仓 |
| HD | HOME DEPOT INC | $9.52万 | 0.03% | 270 | 270 | — | $9.52万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $9.69万 | 0.03% | 2,289 | 2,289 | — | $9.69万 | 新建仓 |
| OWL | BLUE OWL CAPITAL INC | $9.92万 | 0.03% | 11,336 | 11,336 | — | $9.92万 | 新建仓 |
| ETR | ENTERGY CORP NEW | $10.04万 | 0.03% | 874 | 874 | — | $10.04万 | 新建仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $10.07万 | 0.03% | 151 | 151 | — | $10.07万 | 新建仓 |
| VHT | VANGUARD WORLD FD | $10.59万 | 0.03% | 354 | 354 | — | $10.59万 | 新建仓 |
| ED | CONSOLIDATED EDISON INC | $10.73万 | 0.03% | 970 | 970 | — | $10.73万 | 新建仓 |
| ANET | ARISTA NETWORKS INC | $11.14万 | 0.03% | 656 | 656 | — | $11.14万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $11.29万 | 0.03% | 148 | 148 | — | $11.29万 | 新建仓 |
| CAT | CATERPILLAR INC | $11.40万 | 0.03% | 107 | 107 | — | $11.40万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $11.79万 | 0.03% | 804 | 804 | — | $11.79万 | 新建仓 |
| NET | CLOUDFLARE INC | $12.14万 | 0.03% | 495 | 495 | — | $12.14万 | 新建仓 |
| MRK | MERCK & CO INC | $12.23万 | 0.03% | 952 | 952 | — | $12.23万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $12.28万 | 0.03% | 245 | 245 | — | $12.28万 | 新建仓 |
| WMT | WALMART INC | $12.40万 | 0.04% | 1,095 | 1,095 | — | $12.40万 | 新建仓 |
| MRSH | MARSH & MCLENNAN COS INC | $12.43万 | 0.04% | 746 | 746 | — | $12.43万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $12.55万 | 0.04% | 368 | 368 | — | $12.55万 | 新建仓 |
| GE | GE AEROSPACE | $13.09万 | 0.04% | 350 | 350 | — | $13.09万 | 新建仓 |
| RTX | RTX CORPORATION | $13.32万 | 0.04% | 702 | 702 | — | $13.32万 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $13.71万 | 0.04% | 1,689 | -930 | -35.5% | -$7.55万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $13.82万 | 0.04% | 1,108 | 1,108 | — | $13.82万 | 新建仓 |
| — | EXXON MOBIL CORP | $13.95万 | 0.04% | 1,020 | 1,020 | — | $13.95万 | 新建仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $14.15万 | 0.04% | 1,462 | 1,462 | — | $14.15万 | 新建仓 |
| TEAM | ATLASSIAN CORPORATION | $14.35万 | 0.04% | 1,845 | 1,845 | — | $14.35万 | 新建仓 |
| ROBT | FIRST TR EXCHANGE TRADED FD | $14.94万 | 0.04% | 2,656 | 2,656 | — | $14.94万 | 新建仓 |
| LOW | LOWES COS INC | $15.85万 | 0.05% | 719 | 719 | — | $15.85万 | 新建仓 |
| MMM | 3M CO | $16.81万 | 0.05% | 1,038 | 1,038 | — | $16.81万 | 新建仓 |
| ABBV | ABBVIE INC | $17.10万 | 0.05% | 680 | 680 | — | $17.10万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $17.62万 | 0.05% | 1,392 | 1,392 | — | $17.62万 | 新建仓 |
| — | INVESCO EXCH TRADED FD TR II | $17.90万 | 0.05% | 3,416 | 3,416 | — | $17.90万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $18.85万 | 0.05% | 367 | 367 | — | $18.85万 | 新建仓 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $19.18万 | 0.05% | 990 | 990 | — | $19.18万 | 新建仓 |
| GEV | GE VERNOVA INC | $19.28万 | 0.05% | 164 | 164 | — | $19.28万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $19.62万 | 0.06% | 392 | 392 | — | $19.62万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $20.09万 | 0.06% | 174 | 174 | — | $20.09万 | 新建仓 |
| AMT | AMERICAN TOWER CORP | $20.21万 | 0.06% | 1,236 | 1,236 | — | $20.21万 | 新建仓 |
| ILCG | ISHARES TR | $20.61万 | 0.06% | 1,761 | 1,761 | — | $20.61万 | 新建仓 |
| SSO | PROSHARES TR | $21.16万 | 0.06% | 3,140 | 3,140 | — | $21.16万 | 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 |
| INTC | INTEL CORP | $23.13万 | 0.07% | 1,657 | 1,657 | — | $23.13万 | 新建仓 |
| D | DOMINION ENERGY INC | $23.28万 | 0.07% | 3,409 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $24.57万 | 0.07% | 423 | 423 | — | $24.57万 | 新建仓 |
| AXON | AXON ENTERPRISE INC | $24.67万 | 0.07% | 440 | 0 | 0.0% | — | 重新持有 |
| META | META PLATFORMS INC | $27.28万 | 0.08% | 484 | 62 | 14.7% | $3.49万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $29.74万 | 0.08% | 804 | 9 | 1.1% | $3,329 | 加仓 |
| CSCO | CISCO SYS INC | $30.22万 | 0.09% | 2,572 | 2,572 | — | $30.22万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $30.29万 | 0.09% | 1,077 | 71 | 7.1% | $2.00万 | 加仓 |
| SO | SOUTHERN CO | $34.74万 | 0.10% | 3,629 | 6 | 0.2% | $574 | 加仓 |
| DGRW | WISDOMTREE TR | $37.03万 | 0.11% | 3,872 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $37.25万 | 0.11% | 3,116 | 4 | 0.1% | $478 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $38.26万 | 0.11% | 7,578 | -1,962 | -20.6% | -$9.91万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $41.62万 | 0.12% | 445 | -14 | -3.1% | -$1.31万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $45.64万 | 0.13% | 5,200 | -35 | -0.7% | -$3,072 | 减仓 |
| TSLA | TESLA INC | $46.77万 | 0.13% | 1,112 | -272 | -19.7% | -$11.44万 | 减仓 |
| BAC | BANK OF AMER CORP | $47.90万 | 0.14% | 8,406 | 8,406 | — | $47.90万 | 新建仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $49.18万 | 0.14% | 5,237 | 5 | 0.1% | $470 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $49.93万 | 0.14% | 4,280 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $51.40万 | 0.15% | 1,570 | 844 | 116.3% | $27.63万 | 重新持有 |
| XAR | SPDR SERIES TRUST | $53.08万 | 0.15% | 1,871 | 40 | 2.2% | $1.13万 | 加仓 |
| AVGO | BROADCOM INC | $54.33万 | 0.15% | 1,438 | 23 | 1.6% | $8,690 | 加仓 |
| XMLV | INVESCO EXCH TRADED FD TR II | $54.56万 | 0.16% | 8,226 | 5 | 0.1% | $332 | 加仓 |
| QQQE | DIREXION SHARES ETF TRUST | $54.99万 | 0.16% | 4,507 | 4,507 | — | $54.99万 | 新建仓 |
| DIS | DISNEY WALT CO | $56.80万 | 0.16% | 5,902 | -100 | -1.7% | -$9,624 | 减仓 |
| AFLG | FIRST TR EXCHNG TRADED FD VI | $65.09万 | 0.19% | 14,991 | 14,991 | — | $65.09万 | 新建仓 |