Madison Wealth Partners, Inc
MADISON WI · SEC CIK 0001844424
$6.27亿2026Q1 申报市值
220持仓数
55.7%前十大占比 · 第一大 10.2%
23 / 6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
FMDE 加仓+$4,375.32万
UBND 加仓+$2,677.60万
CGDV 新建仓+$2,633.59万
QQQM 加仓+$1,762.25万
BINC 加仓+$261.08万
2026Q1 卖出最多 按季末市值估算
DGRO 减仓-$2,674.48万
ONEQ 减仓-$1,586.83万
SCHM 减仓-$212.03万
QQQ 减仓-$45.89万
LNT 减仓-$44.50万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| IWD | ISHARES TR | $41.72万 | 0.07% | 1,952 | 80 | 4.3% | $1.71万 | 加仓 |
| RTX | RTX CORPORATION | $42.13万 | 0.07% | 2,184 | 292 | 15.4% | $5.63万 | 加仓 |
| PEP | PEPSICO INC | $42.61万 | 0.07% | 2,744 | 676 | 32.7% | $10.50万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $42.95万 | 0.07% | 1,100 | 1 | 0.1% | $390 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $43.46万 | 0.07% | 8,555 | 22 | 0.3% | $1,118 | 加仓 |
| ACWX | ISHARES TR | $44.29万 | 0.07% | 6,468 | 798 | 14.1% | $5.46万 | 加仓 |
| GEV | GE VERNOVA INC | $45.13万 | 0.07% | 517 | 28 | 5.7% | $2.44万 | 加仓 |
| SDY | SPDR SERIES TRUST | $45.70万 | 0.07% | 3,132 | 181 | 6.1% | $2.64万 | 加仓 |
| FELC | FIDELITY COVINGTON TRUST | $46.10万 | 0.07% | 12,711 | 1,389 | 12.3% | $5.04万 | 加仓 |
| ISCV | ISHARES TR | $46.27万 | 0.07% | 6,656 | 800 | 13.7% | $5.56万 | 加仓 |
| CMI | CUMMINS INC | $47.30万 | 0.08% | 879 | 59 | 7.2% | $3.17万 | 加仓 |
| XAR | SPDR SERIES TRUST | $48.03万 | 0.08% | 1,891 | 1,019 | 116.9% | $25.88万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $48.67万 | 0.08% | 18,984 | 9,901 | 109.0% | $25.39万 | 加仓 |
| OUSA | ALPS ETF TR | $49.04万 | 0.08% | 8,808 | 3,542 | 67.3% | $19.72万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $49.16万 | 0.08% | 5,293 | -53 | -1.0% | -$4,923 | 减仓 |
| CSCO | CISCO SYS INC | $49.24万 | 0.08% | 6,346 | 934 | 17.3% | $7.25万 | 加仓 |
| ISCG | ISHARES TR | $49.30万 | 0.08% | 8,996 | 973 | 12.1% | $5.33万 | 加仓 |
| T | AT&T INC | $49.44万 | 0.08% | 17,054 | 779 | 4.8% | $2.26万 | 加仓 |
| KLAC | KLA CORP | $49.81万 | 0.08% | 338 | 1 | 0.3% | $1,474 | 加仓 |
| FESM | FIDELITY COVINGTON TRUST | $51.09万 | 0.08% | 13,445 | -64 | -0.5% | -$2,432 | 减仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $51.50万 | 0.08% | 4,982 | 942 | 23.3% | $9.74万 | 加仓 |
| SUB | ISHARES TR | $51.83万 | 0.08% | 4,867 | 462 | 10.5% | $4.92万 | 加仓 |
| ORCL | ORACLE CORP | $52.50万 | 0.08% | 3,569 | 192 | 5.7% | $2.82万 | 加仓 |
| HD | HOME DEPOT INC | $53.18万 | 0.08% | 1,617 | 192 | 13.5% | $6.31万 | 加仓 |
| IGV | ISHARES TR | $54.14万 | 0.09% | 6,763 | -164 | -2.4% | -$1.31万 | 减仓 |
| CSHI | NEOS ETF TRUST | $54.23万 | 0.09% | 10,894 | -1,037 | -8.7% | -$5.16万 | 减仓 |
| FHEQ | FIDELITY GREENWOOD STREET TR | $54.69万 | 0.09% | 18,588 | 2,914 | 18.6% | $8.57万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $55.33万 | 0.09% | 7,175 | 666 | 10.2% | $5.14万 | 加仓 |
| ABBV | ABBVIE INC | $55.65万 | 0.09% | 2,559 | 742 | 40.8% | $16.14万 | 加仓 |
| MCD | MCDONALDS CORP | $56.28万 | 0.09% | 1,811 | 301 | 19.9% | $9.35万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $56.68万 | 0.09% | 3,875 | 165 | 4.4% | $2.41万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $56.96万 | 0.09% | 2,903 | 73 | 2.6% | $1.43万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $57.12万 | 0.09% | 7,606 | 1 | 0.0% | $75 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $58.04万 | 0.09% | 3,548 | 2,055 | 137.6% | $33.61万 | 加仓 |
| AGNC | AGNC INVT CORP | $58.30万 | 0.09% | 58,130 | 58,130 | — | $58.30万 | 新建仓 |
| IVE | ISHARES TR | $59.73万 | 0.10% | 2,829 | -9 | -0.3% | -$1,900 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $61.56万 | 0.10% | 2,959 | 116 | 4.1% | $2.41万 | 加仓 |
| WMT | WALMART INC | $61.75万 | 0.10% | 4,968 | 2,240 | 82.1% | $27.84万 | 加仓 |
| COWZ | PACER FDS TR | $63.27万 | 0.10% | 10,114 | 78 | 0.8% | $4,880 | 加仓 |
| IWM | ISHARES TR | $64.69万 | 0.10% | 2,609 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $65.05万 | 0.10% | 14,020 | 14,020 | — | $65.05万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $65.39万 | 0.10% | 4,527 | 1,054 | 30.3% | $15.22万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $66.20万 | 0.11% | 1,960 | 370 | 23.3% | $12.50万 | 加仓 |
| CVX | CHEVRON CORPORATION | $68.85万 | 0.11% | 3,328 | 543 | 19.5% | $11.23万 | 加仓 |
| MUNI | PIMCO ETF TR | $70.03万 | 0.11% | 13,418 | 27 | 0.2% | $1,409 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $74.72万 | 0.12% | 7,929 | 822 | 11.6% | $7.75万 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $77.62万 | 0.12% | 34,745 | 1,673 | 5.1% | $3.74万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $77.72万 | 0.12% | 7,011 | 178 | 2.6% | $1.97万 | 加仓 |
| AMAT | APPLIED MATLS INC | $77.94万 | 0.12% | 2,280 | 112 | 5.2% | $3.83万 | 加仓 |
| LLY | ELI LILLY & CO | $77.99万 | 0.12% | 848 | 77 | 10.0% | $7.08万 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $80.76万 | 0.13% | 12,636 | 628 | 5.2% | $4.01万 | 加仓 |
| XYLD | GLOBAL X FDS | $82.09万 | 0.13% | 20,979 | 3,317 | 18.8% | $12.98万 | 加仓 |
| IMCV | ISHARES TR | $82.70万 | 0.13% | 9,754 | 865 | 9.7% | $7.33万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $84.07万 | 0.13% | 27,154 | -68,485 | -71.6% | -$212.03万 | 减仓 |
| IMCG | ISHARES TR | $84.24万 | 0.13% | 10,695 | 1,199 | 12.6% | $9.44万 | 加仓 |
| SOXX | ISHARES TR | $87.68万 | 0.14% | 2,668 | 462 | 20.9% | $15.18万 | 加仓 |
| VV | VANGUARD INDEX FDS | $88.31万 | 0.14% | 2,955 | 1 | 0.0% | $299 | 加仓 |
| SLV | ISHARES SILVER TR | $88.36万 | 0.14% | 12,967 | 1,329 | 11.4% | $9.06万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $89.01万 | 0.14% | 15,704 | 3,452 | 28.2% | $19.57万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $90.19万 | 0.14% | 14,723 | 4,741 | 47.5% | $29.04万 | 加仓 |
| CAT | CATERPILLAR INC | $91.09万 | 0.15% | 1,286 | 370 | 40.4% | $26.21万 | 加仓 |
| BALT | INNOVATOR ETFS TRUST | $92.15万 | 0.15% | 27,537 | 1,500 | 5.8% | $5.02万 | 加仓 |
| — | EXXON MOBIL CORP | $93.52万 | 0.15% | 5,512 | 448 | 8.8% | $7.60万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $93.55万 | 0.15% | 4,306 | 282 | 7.0% | $6.13万 | 加仓 |
| VB | VANGUARD INDEX FDS | $94.04万 | 0.15% | 3,590 | 758 | 26.8% | $19.86万 | 加仓 |
| NFLX | NETFLIX INC. | $96.09万 | 0.15% | 9,994 | 895 | 9.8% | $8.61万 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $97.36万 | 0.16% | 13,567 | -6,202 | -31.4% | -$44.50万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $98.06万 | 0.16% | 4,011 | 819 | 25.7% | $20.02万 | 加仓 |
| DHR | DANAHER CORP DEL | $99.14万 | 0.16% | 5,229 | -44 | -0.8% | -$8,342 | 减仓 |
| DE | DEERE & CO | $99.84万 | 0.16% | 1,772 | -7 | -0.4% | -$3,944 | 减仓 |
| AGG | ISHARES TR | $103.99万 | 0.17% | 10,475 | 1,295 | 14.1% | $12.86万 | 加仓 |
| VDE | VANGUARD WORLD FD | $109.44万 | 0.17% | 6,324 | 55 | 0.9% | $9,518 | 加仓 |
| BAC | BANK AMERICA CORP | $111.64万 | 0.18% | 22,900 | 1,199 | 5.5% | $5.85万 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $113.43万 | 0.18% | 41,778 | 2,114 | 5.3% | $5.74万 | 加仓 |
| V | VISA INC | $113.99万 | 0.18% | 3,772 | -33 | -0.9% | -$9,973 | 减仓 |
| AVGO | BROADCOM INC | $121.72万 | 0.19% | 3,933 | 613 | 18.5% | $18.97万 | 加仓 |
| IEMG | ISHARES INC | $126.77万 | 0.20% | 18,175 | 748 | 4.3% | $5.22万 | 加仓 |
| META | META PLATFORMS INC | $129.76万 | 0.21% | 2,268 | 317 | 16.2% | $18.14万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $131.58万 | 0.21% | 8,885 | 1,484 | 20.1% | $21.98万 | 加仓 |
| GOOG | ALPHABET INC | $132.49万 | 0.21% | 4,618 | 176 | 4.0% | $5.05万 | 加仓 |
| OEF | ISHARES TR | $137.66万 | 0.22% | 4,328 | 219 | 5.3% | $6.97万 | 加仓 |
| ITOT | ISHARES TR | $139.12万 | 0.22% | 9,768 | 22 | 0.2% | $3,133 | 加仓 |
| VGT | VANGUARD WORLD FD | $143.06万 | 0.23% | 2,050 | 137 | 7.2% | $9.56万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $148.39万 | 0.24% | 6,945 | 248 | 3.7% | $5.30万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $151.46万 | 0.24% | 5,149 | 424 | 9.0% | $12.47万 | 加仓 |
| TSLA | TESLA INC | $171.14万 | 0.27% | 4,604 | 281 | 6.5% | $10.45万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $176.87万 | 0.28% | 57,649 | 18,021 | 45.5% | $55.29万 | 加仓 |
| IVW | ISHARES TR | $177.41万 | 0.28% | 15,685 | -115 | -0.7% | -$1.30万 | 减仓 |
| MUB | ISHARES TR | $204.14万 | 0.33% | 19,231 | 521 | 2.8% | $5.53万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $221.80万 | 0.35% | 2,226 | 117 | 5.5% | $11.66万 | 加仓 |
| MGEE | MGE ENERGY INC | $245.25万 | 0.39% | 31,731 | 2,746 | 9.5% | $21.22万 | 加仓 |
| VDC | VANGUARD WORLD FD | $254.23万 | 0.41% | 11,320 | 3,676 | 48.1% | $82.56万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $274.11万 | 0.44% | 8,544 | 780 | 10.0% | $25.02万 | 加仓 |
| USTB | VICTORY PORTFOLIOS II | $298.61万 | 0.48% | 59,038 | 23,446 | 65.9% | $118.59万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $305.26万 | 0.49% | 6,370 | 324 | 5.4% | $15.53万 | 加仓 |
| GLD | SPDR GOLD TR | $309.24万 | 0.49% | 7,187 | 1,072 | 17.5% | $46.13万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $309.30万 | 0.49% | 16,116 | -250 | -1.5% | -$4.80万 | 减仓 |
| FENI | FIDELITY COVINGTON TRUST | $324.27万 | 0.52% | 87,170 | 15,518 | 21.7% | $57.73万 | 加仓 |
| ILCV | ISHARES TR | $326.59万 | 0.52% | 35,064 | 336 | 1.0% | $3.13万 | 加仓 |
| IEFA | ISHARES TR | $352.63万 | 0.56% | 38,952 | 183 | 0.5% | $1.66万 | 加仓 |