Choice Wealth Advisors LLC
WATERVILLE ME · SEC CIK 0001842357
$2.85亿2026Q2 申报市值
35持仓数
73.4%前十大占比 · 第一大 11.6%
1 / 1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
HGER 新建仓+$1,170.46万
DDWM 加仓+$92.85万
AMZN 加仓+$70.79万
JBND 加仓+$70.36万
JMTG 加仓+$64.14万
2026Q2 卖出最多 按季末市值估算
FTGC 清仓-$837.64万
FXL 减仓-$133.44万
SPYG 减仓-$57.22万
AVEM 减仓-$56.46万
IHDG 减仓-$44.10万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| SPYV | SPDR SERIES TRUST | $3,310.34万 | 11.62% | 544,554 | 1,831 | 0.3% | $11.13万 | 加仓 |
| DGRW | WISDOMTREE TR | $3,164.82万 | 11.11% | 330,979 | 3,007 | 0.9% | $28.75万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $2,747.10万 | 9.64% | 230,868 | -4,809 | -2.0% | -$57.22万 | 减仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $2,521.28万 | 8.85% | 305,647 | 2,883 | 1.0% | $23.78万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $1,824.74万 | 6.40% | 341,073 | 13,152 | 4.0% | $70.36万 | 加仓 |
| JMTG | J P MORGAN EXCHANGE TRADED F | $1,709.14万 | 6.00% | 337,241 | 12,655 | 3.9% | $64.14万 | 加仓 |
| DDWM | WISDOMTREE TR | $1,646.87万 | 5.78% | 356,619 | 20,106 | 6.0% | $92.85万 | 加仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $1,508.73万 | 5.29% | 201,271 | 133 | 0.1% | $9,970 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $1,286.94万 | 4.52% | 133,375 | -5,851 | -4.2% | -$56.46万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,189.51万 | 4.17% | 235,220 | 288 | 0.1% | $1.46万 | 加仓 |
| HGER | HARBOR ETF TRUST | $1,170.46万 | 4.11% | 398,929 | 398,929 | — | $1,170.46万 | 新建仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $1,112.86万 | 3.91% | 51,232 | -6,143 | -10.7% | -$133.44万 | 减仓 |
| AVSC | AMERICAN CENTY ETF TR | $998.15万 | 3.50% | 136,099 | 6,630 | 5.1% | $48.62万 | 加仓 |
| AAPL | APPLE INC | $955.60万 | 3.35% | 33,025 | 47 | 0.1% | $1.36万 | 加仓 |
| AMZN | AMAZON COM INC | $840.53万 | 2.95% | 35,266 | 2,970 | 9.2% | $70.79万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $426.24万 | 1.50% | 21,302 | 320 | 1.5% | $6.40万 | 加仓 |
| RSPN | INVESCO EXCHANGE TRADED FD T | $257.92万 | 0.91% | 40,303 | -90 | -0.2% | -$5,760 | 减仓 |
| FXO | FIRST TR EXCHANGE-TRADED FD | $252.66万 | 0.89% | 40,451 | 25 | 0.1% | $1,561 | 加仓 |
| EELV | INVESCO EXCH TRADED FD TR II | $249.29万 | 0.87% | 89,674 | -5,540 | -5.8% | -$15.40万 | 减仓 |
| JMEE | J P MORGAN EXCHANGE TRADED F | $247.33万 | 0.87% | 31,697 | -4,486 | -12.4% | -$35.00万 | 减仓 |
| IHDG | WISDOMTREE TR | $222.40万 | 0.78% | 42,460 | -8,420 | -16.5% | -$44.10万 | 减仓 |
| TSLA | TESLA INC | $153.52万 | 0.54% | 3,650 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP | $114.48万 | 0.40% | 6,750 | 0 | 0.0% | — | 不变 |
| TER | TERADYNE INC | $86.63万 | 0.30% | 1,790 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $84.10万 | 0.30% | 1,142 | 10 | 0.9% | $7,364 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $74.76万 | 0.26% | 1,494 | -38 | -2.5% | -$1.90万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $65.49万 | 0.23% | 877 | 2 | 0.2% | $1,494 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $46.25万 | 0.16% | 9,131 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $41.07万 | 0.14% | 1,099 | 0 | 0.0% | — | 不变 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $39.42万 | 0.14% | 4,387 | 0 | 0.0% | — | 不变 |
| AOA | ISHARES TR | $32.37万 | 0.11% | 3,317 | -363 | -9.9% | -$3.54万 | 减仓 |
| GEV | GE VERNOVA INC | $32.19万 | 0.11% | 274 | 0 | 0.0% | — | 不变 |
| JMST | J P MORGAN EXCHANGE TRADED F | $30.09万 | 0.11% | 5,900 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $29.18万 | 0.10% | 2,715 | -268 | -9.0% | -$2.88万 | 减仓 |
| SHEL | SHELL PLC | $23.08万 | 0.08% | 2,976 | 0 | 0.0% | — | 不变 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $0 | 0.00% | 0 | -291,759 | -100.0% | -$837.64万 | 清仓 |