Choice Wealth Advisors LLC
WATERVILLE ME · SEC CIK 0001842357
$2.55亿2026Q1 申报市值
35持仓数
75.0%前十大占比 · 第一大 12.1%
4 / 3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
JBND 新建仓+$1,763.23万
DDWM 新建仓+$1,484.36万
AVSC 新建仓+$806.59万
SPYG 加仓+$56.99万
DGRW 加仓+$47.04万
2026Q1 卖出最多 按季末市值估算
JCPB 清仓-$1,603.30万
IHDG 减仓-$1,479.44万
JMEE 减仓-$810.63万
PXH 清仓-$271.29万
PEAKSTONE REALTY 清仓-$34.24万
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 |
|---|---|---|---|---|---|---|---|---|
| SPYV | SPDR SERIES TRUST | $3,070.72万 | 12.05% | 542,723 | 8,289 | 1.6% | $46.90万 | 加仓 |
| DGRW | WISDOMTREE TR | $2,880.90万 | 11.31% | 327,972 | 5,355 | 1.7% | $47.04万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $2,307.51万 | 9.06% | 235,677 | 5,821 | 2.5% | $56.99万 | 加仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $2,293.14万 | 9.00% | 302,764 | 2,049 | 0.7% | $15.52万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $1,763.23万 | 6.92% | 327,921 | 327,921 | — | $1,763.23万 | 新建仓 |
| JMTG | J P MORGAN EXCHANGE TRADED F | $1,655.39万 | 6.50% | 324,586 | 8,913 | 2.8% | $45.46万 | 加仓 |
| DDWM | WISDOMTREE TR | $1,484.36万 | 5.83% | 336,513 | 336,513 | — | $1,484.36万 | 新建仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $1,350.04万 | 5.30% | 201,138 | 1,543 | 0.8% | $10.36万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,188.99万 | 4.67% | 234,932 | 8,150 | 3.6% | $41.25万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $1,121.88万 | 4.40% | 139,226 | 2,447 | 1.8% | $19.72万 | 加仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $911.52万 | 3.58% | 57,375 | 1,464 | 2.6% | $23.26万 | 加仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $837.64万 | 3.29% | 291,759 | -4,321 | -1.5% | -$12.41万 | 减仓 |
| AAPL | APPLE INC | $836.96万 | 3.28% | 32,978 | -65 | -0.2% | -$1.65万 | 减仓 |
| AVSC | AMERICAN CENTY ETF TR | $806.59万 | 3.17% | 129,469 | 129,469 | — | $806.59万 | 新建仓 |
| AMZN | AMAZON COM INC | $672.63万 | 2.64% | 32,296 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $365.93万 | 1.44% | 20,982 | -140 | -0.7% | -$2.44万 | 减仓 |
| EELV | INVESCO EXCH TRADED FD TR II | $267.36万 | 1.05% | 95,214 | -10,614 | -10.0% | -$29.80万 | 重新持有 |
| IHDG | WISDOMTREE TR | $244.99万 | 0.96% | 50,880 | -307,255 | -85.8% | -$1,479.44万 | 减仓 |
| JMEE | J P MORGAN EXCHANGE TRADED F | $241.59万 | 0.95% | 36,183 | -121,406 | -77.0% | -$810.63万 | 减仓 |
| RSPN | INVESCO EXCHANGE TRADED FD T | $232.58万 | 0.91% | 40,393 | -1,609 | -3.8% | -$9.26万 | 减仓 |
| FXO | FIRST TR EXCHANGE-TRADED FD | $227.15万 | 0.89% | 40,426 | 329 | 0.8% | $1.85万 | 加仓 |
| TSLA | TESLA INC | $135.69万 | 0.53% | 3,650 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP | $85.43万 | 0.34% | 6,750 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $73.41万 | 0.29% | 1,532 | -52 | -3.3% | -$2.49万 | 减仓 |
| QQQ | INVESCO QQQ TR | $65.34万 | 0.26% | 1,132 | -100 | -8.1% | -$5.77万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $56.93万 | 0.22% | 875 | -174 | -16.6% | -$11.32万 | 减仓 |
| TER | TERADYNE INC | $53.06万 | 0.21% | 1,790 | 1 | 0.1% | $296 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $45.65万 | 0.18% | 9,131 | 0 | 0.0% | — | 不变 |
| AOA | ISHARES TR | $32.56万 | 0.13% | 3,680 | 182 | 5.2% | $1.61万 | 加仓 |
| GE | GE AEROSPACE | $31.19万 | 0.12% | 1,099 | 0 | 0.0% | — | 不变 |
| JMST | J P MORGAN EXCHANGE TRADED F | $30.08万 | 0.12% | 5,900 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $29.35万 | 0.12% | 2,983 | 31 | 1.1% | $3,050 | 加仓 |
| SHEL | SHELL PLC | $27.68万 | 0.11% | 2,976 | 0 | 0.0% | — | 不变 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $27.50万 | 0.11% | 4,387 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $23.92万 | 0.09% | 274 | 274 | — | $23.92万 | 新建仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -338,606 | -100.0% | -$1,603.30万 | 清仓 |
| PXH | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -98,903 | -100.0% | -$271.29万 | 清仓 |
| — | PEAKSTONE REALTY TRUST | $0 | 0.00% | 0 | -23,862 | -100.0% | -$34.24万 | 清仓 |