Spectrum Wealth Advisory Group, LLC
GRANITE BAY CA · SEC CIK 0001776821
$2.69亿2026Q1 申报市值
58持仓数
72.9%前十大占比 · 第一大 13.5%
2 / 0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
QQQM 加仓+$1,268.76万
PHYL 新建仓+$381.54万
JPIB 加仓+$376.69万
FLXR 加仓+$186.28万
MFSI 加仓+$178.01万
2026Q1 卖出最多 按季末市值估算
SDVY 减仓-$1,634.44万
SPLB 减仓-$363.87万
DGS 减仓-$50.60万
UCON 减仓-$46.06万
IUSG 减仓-$44.18万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| RDVY | FIRST TRUST | $3,632.77万 | 13.51% | 532,040 | -3,009 | -0.6% | -$20.55万 | 减仓 |
| JQUA | JPMORGAN US | $3,276.92万 | 12.18% | 534,396 | 4,574 | 0.9% | $28.05万 | 加仓 |
| RECS | COLUMBIA RESEARCH | $3,231.89万 | 12.02% | 829,116 | 12,888 | 1.6% | $50.24万 | 加仓 |
| QQQM | INVESCO NASDAQ | $2,431.03万 | 9.04% | 102,308 | 53,395 | 109.2% | $1,268.76万 | 加仓 |
| FLXR | TCW FLEXIBLE | $1,669.35万 | 6.21% | 425,095 | 47,435 | 12.6% | $186.28万 | 加仓 |
| QQQ | INVESCO QQQ | $1,469.17万 | 5.46% | 25,454 | -629 | -2.4% | -$36.31万 | 减仓 |
| JHMD | JOHN HANCOCK | $1,185.79万 | 4.41% | 279,863 | 32,611 | 13.2% | $138.17万 | 加仓 |
| MFSI | MFS ACTIVE | $1,128.27万 | 4.20% | 379,635 | 59,897 | 18.7% | $178.01万 | 加仓 |
| AAPL | APPLE INC | $806.09万 | 3.00% | 31,762 | 64 | 0.2% | $1.62万 | 加仓 |
| CWB | STATE STREET | $783.64万 | 2.91% | 85,625 | 2,061 | 2.5% | $18.86万 | 加仓 |
| IUSG | ISHARES S&P | $707.99万 | 2.63% | 45,645 | -2,848 | -5.9% | -$44.18万 | 减仓 |
| XMHQ | INVESCO S&P | $586.74万 | 2.18% | 56,761 | -1,419 | -2.4% | -$14.67万 | 减仓 |
| DGS | WISDOMTREE EMERGING | $532.10万 | 1.98% | 88,536 | -8,420 | -8.7% | -$50.60万 | 减仓 |
| JPIB | JPMORGAN | $439.42万 | 1.63% | 91,892 | 78,774 | 600.5% | $376.69万 | 加仓 |
| SDVY | FIRST TRUST | $401.90万 | 1.49% | 101,927 | -414,517 | -80.3% | -$1,634.44万 | 减仓 |
| PHYL | PGIM ACTIVE | $381.54万 | 1.42% | 110,177 | 110,177 | — | $381.54万 | 新建仓 |
| XMMO | INVESCO S&P | $303.83万 | 1.13% | 20,951 | -808 | -3.7% | -$11.72万 | 减仓 |
| SPY | STATE STREET | $298.07万 | 1.11% | 4,583 | 105 | 2.3% | $6.83万 | 加仓 |
| SPLB | STATE STREET | $288.21万 | 1.07% | 129,706 | -163,756 | -55.8% | -$363.87万 | 减仓 |
| CIBR | FIRST TRUST | $246.35万 | 0.92% | 39,303 | -1,228 | -3.0% | -$7.70万 | 减仓 |
| UCON | FIRST TRUST | $231.23万 | 0.86% | 93,349 | -18,596 | -16.6% | -$46.06万 | 减仓 |
| AMZN | AMAZON COM | $189.94万 | 0.71% | 9,120 | 530 | 6.2% | $11.04万 | 加仓 |
| GOOGL | ALPHABET INC | $180.88万 | 0.67% | 6,290 | 83 | 1.3% | $2.39万 | 加仓 |
| FPX | FIRST TRUST | $180.60万 | 0.67% | 11,372 | -250 | -2.2% | -$3.97万 | 减仓 |
| GOOG | ALPHABET INC | $167.74万 | 0.62% | 5,848 | 96 | 1.7% | $2.75万 | 加仓 |
| FDL | FIRST TRUST | $153.72万 | 0.57% | 30,261 | -2,976 | -9.0% | -$15.12万 | 减仓 |
| SPGP | INVESCO S&P | $145.18万 | 0.54% | 13,490 | -1,180 | -8.0% | -$12.70万 | 减仓 |
| SPTI | STATE STREET | $132.90万 | 0.49% | 46,369 | -13,432 | -22.5% | -$38.50万 | 减仓 |
| MSFT | MICROSOFT CORP | $129.09万 | 0.48% | 3,487 | -251 | -6.7% | -$9.29万 | 减仓 |
| VOO | VANGUARD S&P | $127.44万 | 0.47% | 2,133 | -533 | -20.0% | -$31.85万 | 减仓 |
| FVD | FIRST TRUST | $119.43万 | 0.44% | 25,394 | -1,311 | -4.9% | -$6.17万 | 减仓 |
| NVDA | NVIDIA CORP | $117.69万 | 0.44% | 6,749 | 536 | 8.6% | $9.35万 | 加仓 |
| SLV | ISHARES SILVER | $111.20万 | 0.41% | 16,320 | -52 | -0.3% | -$3,543 | 减仓 |
| GD | GENERAL DYNAMICS | $93.70万 | 0.35% | 2,730 | 2,730 | — | $93.70万 | 新建仓 |
| GLD | SPDR GOLD | $83.69万 | 0.31% | 1,945 | -51 | -2.6% | -$2.19万 | 减仓 |
| FXH | FIRST TRUST | $63.33万 | 0.24% | 5,769 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES | $62.61万 | 0.23% | 4,280 | 131 | 3.2% | $1.92万 | 加仓 |
| DIS | WALT DISNEY | $57.84万 | 0.22% | 6,002 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES MSCI | $56.42万 | 0.21% | 2,351 | -60 | -2.5% | -$1.44万 | 减仓 |
| XMLV | INVESCO S&P | $51.77万 | 0.19% | 8,221 | -135 | -1.6% | -$8,501 | 减仓 |
| TSLA | TESLA INC | $51.45万 | 0.19% | 1,384 | 23 | 1.7% | $8,550 | 加仓 |
| QLD | PROSHARES ULTRA | $51.00万 | 0.19% | 8,360 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY | $48.62万 | 0.18% | 5,235 | 35 | 0.7% | $3,251 | 加仓 |
| FTCS | FIRST TRUST | $48.53万 | 0.18% | 5,232 | -510 | -8.9% | -$4.73万 | 减仓 |
| JAAA | JANUS HENDERSON | $48.05万 | 0.18% | 9,540 | 5,211 | 120.4% | $26.25万 | 加仓 |
| XAR | STATE STREER | $46.49万 | 0.17% | 1,831 | 1 | 0.1% | $254 | 加仓 |
| COST | COSTCO WHOLESALE | $45.69万 | 0.17% | 459 | -54 | -10.5% | -$5.38万 | 减仓 |
| AVGO | BROADCOM INC | $43.80万 | 0.16% | 1,415 | -14 | -1.0% | -$4,333 | 减仓 |
| AMAT | APPLIED MATERIALS | $36.23万 | 0.13% | 1,060 | 10 | 1.0% | $3,418 | 加仓 |
| SO | SOUTHERN COMPANY | $34.97万 | 0.13% | 3,623 | 6 | 0.2% | $579 | 加仓 |
| DGRW | WISDOMTREE US | $34.01万 | 0.13% | 3,872 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD INFORMATION | $27.15万 | 0.10% | 389 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD TOTAL | $25.51万 | 0.09% | 795 | 0 | 0.0% | — | 不变 |
| IBM | INTL BUSINESS | $24.38万 | 0.09% | 1,006 | 6 | 0.6% | $1,454 | 加仓 |
| META | META PLATFORMS | $24.16万 | 0.09% | 422 | -8 | -1.9% | -$4,580 | 减仓 |
| PEG | PUBLIC SERVICE | $21.20万 | 0.08% | 2,619 | 15 | 0.6% | $1,214 | 加仓 |
| D | DOMINION ENERGY | $21.07万 | 0.08% | 3,409 | 25 | 0.7% | $1,546 | 重新持有 |
| — | CHEGG INC | $4.80万 | 0.02% | 64,770 | 10,700 | 19.8% | $7,932 | 重新持有 |
| AXON | AXON ENTERPRISE | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| JPM | JPMORGAN CHASE | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VNLA | JANUS HENDERSON | $0 | 0.00% | 0 | — | — | — | 申报中断 |