13F 机构持仓

Spectrum Wealth Advisory Group, LLC

GRANITE BAY CA · SEC CIK 0001776821

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$3.51亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

QQQM 12.5%
JQUA 11.0%
RECS 10.6%
FEDERATED HERM 8.4%
MFSI 5.5%
JHMD 5.4%
QQQ 5.3%
RDVY 4.9%
FLXR 4.4%
AAPL 2.7%

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
ED CONSOLIDATED EDISON INC $10.73万0.03%970 970— $10.73万 新建仓
VHT VANGUARD WORLD FD $10.59万0.03%354 354— $10.59万 新建仓
TDY TELEDYNE TECHNOLOGIES INC $10.07万0.03%151 151— $10.07万 新建仓
ETR ENTERGY CORP NEW $10.04万0.03%874 874— $10.04万 新建仓
OWL BLUE OWL CAPITAL INC $9.92万0.03%11,336 11,336— $9.92万 新建仓
VZ VERIZON COMMUNICATIONS INC $9.69万0.03%2,289 2,289— $9.69万 新建仓
HD HOME DEPOT INC $9.52万0.03%270 270— $9.52万 新建仓
SCHX SCHWAB STRATEGIC TR $9.03万0.03%3,068 3,068— $9.03万 新建仓
T AT&T INC $8.99万0.03%4,343 4,343— $8.99万 新建仓
SPSM SPDR SERIES TRUST $8.81万0.03%1,528 1,528— $8.81万 新建仓
WEC WEC ENERGY GROUP INC $8.69万0.02%744 744— $8.69万 新建仓
CVX CHEVRON CORPORATION $8.45万0.02%510 510— $8.45万 新建仓
KO COCA COLA CO $8.29万0.02%1,020 1,020— $8.29万 新建仓
TGT TARGET CORP $7.62万0.02%583 583— $7.62万 新建仓
IE IVANHOE ELECTRIC INC $7.58万0.02%7,890 7,890— $7.58万 新建仓
GARP ISHARES TR $7.44万0.02%901 901— $7.44万 新建仓
PM PHILIP MORRIS INTL INC $7.42万0.02%410 410— $7.42万 新建仓
— INVESCO EXCHANGE TRADED FD T $7.10万0.02%579 579— $7.10万 新建仓
CB CHUBB LIMITED $7.02万0.02%206 206— $7.02万 新建仓
RIVN RIVIAN AUTOMOTIVE INC $6.97万0.02%4,019 4,019— $6.97万 新建仓
V VISA INC $6.83万0.02%199 199— $6.83万 新建仓
SRE SEMPRA $6.70万0.02%723 723— $6.70万 新建仓
ISRG INTUITIVE SURGICAL INC $6.68万0.02%168 168— $6.68万 新建仓
— CHEGG INC $6.54万0.02%64,770 00.0% — 不变
BBEU J P MORGAN EXCHANGE TRADED F $6.48万0.02%833 833— $6.48万 新建仓
IVW ISHARES TR $6.41万0.02%466 466— $6.41万 新建仓
BX BLACKSTONE INC $6.39万0.02%543 543— $6.39万 新建仓
SPYG SPDR SERIES TRUST $6.16万0.02%518 518— $6.16万 新建仓
IVV ISHARES TR $6.15万0.02%82 82— $6.15万 新建仓
MCD MCDONALDS CORP $6.06万0.02%224 224— $6.06万 新建仓
SPMD SPDR SERIES TRUST $6.05万0.02%896 896— $6.05万 新建仓
CATY CATHAY GEN BANCORP $5.99万0.02%966 966— $5.99万 新建仓
CNP CENTERPOINT ENERGY INC $5.89万0.02%1,338 1,338— $5.89万 新建仓
BA BOEING CO $5.89万0.02%272 272— $5.89万 新建仓
CRWV COREWEAVE INC $5.84万0.02%587 587— $5.84万 新建仓
IBIT ISHARES BITCOIN TRUST ETF $5.72万0.02%1,718 1,718— $5.72万 新建仓
WDAY WORKDAY INC $5.68万0.02%464 464— $5.68万 新建仓
MOAT VANECK ETF TRUST $5.63万0.02%542 542— $5.63万 新建仓
AEE AMEREN CORP $5.46万0.02%483 483— $5.46万 新建仓
MAR MARRIOTT INTL INC NEW $5.43万0.02%146 146— $5.43万 新建仓
PEP PEPSICO INC $5.21万0.01%385 385— $5.21万 新建仓
VUG VANGUARD INDEX FDS $5.17万0.01%601 601— $5.17万 新建仓
NFLX NETFLIX INC. $5.14万0.01%720 720— $5.14万 新建仓
VYM VANGUARD WHITEHALL FDS $5.06万0.01%320 320— $5.06万 新建仓
CII BLACKROCK ENHANCED LARGE CAP $5.05万0.01%1,932 1,932— $5.05万 新建仓
TXN TEXAS INSTRS INC $4.95万0.01%166 166— $4.95万 新建仓
IJR ISHARES TR $4.95万0.01%334 334— $4.95万 新建仓
MRVL MARVELL TECHNOLOGY INC $4.95万0.01%166 166— $4.95万 新建仓
IJH ISHARES TR $4.83万0.01%627 627— $4.83万 新建仓
CMI CUMMINS INC $4.83万0.01%68 68— $4.83万 新建仓
FNDE SCHWAB STRATEGIC TR $4.64万0.01%1,170 1,170— $4.64万 新建仓
EFA ISHARES TR $4.55万0.01%438 438— $4.55万 新建仓
SPHQ INVESCO EXCHANGE TRADED FD T $4.42万0.01%490 490— $4.42万 新建仓
PPL PPL CORP $4.40万0.01%1,209 1,209— $4.40万 新建仓
DELL DELL TECHNOLOGIES INC $4.36万0.01%101 101— $4.36万 新建仓
QCOM QUALCOMM INC $4.26万0.01%231 231— $4.26万 新建仓
GBTC GRAYSCALE BITCOIN TRUST ETF $4.26万0.01%936 936— $4.26万 新建仓
IDA IDACORP INC $4.24万0.01%280 280— $4.24万 新建仓
OHI OMEGA HEALTHCARE INVS INC $4.20万0.01%880 880— $4.20万 新建仓
AXP AMERICAN EXPRESS CO $4.16万0.01%123 123— $4.16万 新建仓
RSPN INVESCO EXCHANGE TRADED FD T $4.08万0.01%638 638— $4.08万 新建仓
CEG CONSTELLATION ENERGY CORP $4.08万0.01%164 164— $4.08万 新建仓
SOLS SOLSTICE ADVANCED MATLS INC $3.99万0.01%450 450— $3.99万 新建仓
IEFA ISHARES TR $3.98万0.01%412 412— $3.98万 新建仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $3.97万0.01%83 83— $3.97万 新建仓
IVE ISHARES TR $3.81万0.01%168 168— $3.81万 新建仓
VO VANGUARD INDEX FDS $3.81万0.01%473 473— $3.81万 新建仓
CNC CENTENE CORP DEL $3.81万0.01%594 594— $3.81万 新建仓
ESS ESSEX PPTY TR INC $3.76万0.01%129 129— $3.76万 新建仓
APH AMPHENOL CORP $3.70万0.01%210 210— $3.70万 新建仓
SLYG SPDR SERIES TRUST $3.61万0.01%303 303— $3.61万 新建仓
HOOD ROBINHOOD MKTS INC $3.36万0.01%335 335— $3.36万 新建仓
GBND GOLDMAN SACHS ETF TR $3.29万0.01%651 651— $3.29万 新建仓
OGE OGE ENERGY CORP $3.28万0.01%675 675— $3.28万 新建仓
WCC WESCO INTL INC $3.27万0.01%95 95— $3.27万 新建仓
ORCL ORACLE CORP $3.24万0.01%221 221— $3.24万 新建仓
NTAP NETAPP INC $3.13万0.01%202 202— $3.13万 新建仓
ITT ITT INC $3.08万0.01%156 156— $3.08万 新建仓
JNJ JOHNSON & JOHNSON $3.01万0.01%119 119— $3.01万 新建仓
MO ALTRIA GROUP INC $2.99万0.01%415 415— $2.99万 新建仓
MELI MERCADOLIBRE INC $2.89万0.01%17 17— $2.89万 新建仓
KMI KINDER MORGAN INC DEL $2.79万0.01%874 874— $2.79万 新建仓
SNY SANOFI SA $2.77万0.01%650 650— $2.77万 新建仓
AMGN AMGEN INC $2.74万0.01%76 76— $2.74万 新建仓
CMCSA COMCAST CORP NEW $2.67万0.01%1,089 1,089— $2.67万 新建仓
GM GENERAL MTRS CO $2.67万0.01%346 346— $2.67万 新建仓
ENB ENBRIDGE INC $2.58万0.01%476 476— $2.58万 新建仓
DHI D R HORTON INC $2.52万0.01%155 155— $2.52万 新建仓
SCHB SCHWAB STRATEGIC TR $2.52万0.01%870 870— $2.52万 新建仓
— WARNER BROS DISCOVERY INC $2.46万0.01%923 923— $2.46万 新建仓
VB VANGUARD INDEX FDS $2.43万0.01%80 80— $2.43万 新建仓
GRMN GARMIN LTD $2.38万0.01%100 100— $2.38万 新建仓
ADBE ADOBE INC $2.36万0.01%115 115— $2.36万 新建仓
SPCX SPACE EXPLORATION TECHN CORP $2.34万0.01%137 137— $2.34万 新建仓
COKE COCA COLA CONS INC $2.33万0.01%122 122— $2.33万 新建仓
TFC TRUIST FINL CORP $2.33万0.01%467 467— $2.33万 新建仓
SNOW SNOWFLAKE INC $2.32万0.01%91 91— $2.32万 新建仓
VEA VANGUARD TAX-MANAGED FDS $2.28万0.01%319 319— $2.28万 新建仓
PH PARKER-HANNIFIN CORP $2.26万0.01%23 23— $2.26万 新建仓
SITM SITIME CORP $2.24万0.01%30 30— $2.24万 新建仓