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 |
|---|---|---|---|---|---|---|---|---|
| ILCG | ISHARES TR | $392.28万 | 0.63% | 41,085 | 942 | 2.3% | $8.99万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $397.62万 | 0.63% | 6,654 | 517 | 8.4% | $30.89万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $401.37万 | 0.64% | 9,189 | 265 | 3.0% | $11.58万 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $403.76万 | 0.64% | 47,552 | -186,885 | -79.7% | -$1,586.83万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $404.89万 | 0.65% | 138,994 | 5,589 | 4.2% | $16.28万 | 加仓 |
| BOXX | EA SERIES TRUST | $451.04万 | 0.72% | 38,786 | 3,022 | 8.4% | $35.14万 | 加仓 |
| AMZN | AMAZON COM INC | $453.77万 | 0.72% | 21,788 | 2,075 | 10.5% | $43.22万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $462.73万 | 0.74% | 26,532 | 4,812 | 22.2% | $83.92万 | 加仓 |
| GOOGL | ALPHABET INC | $475.27万 | 0.76% | 16,528 | 1,447 | 9.6% | $41.61万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $499.88万 | 0.80% | 201,972 | 7,598 | 3.9% | $18.81万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $500.95万 | 0.80% | 109,810 | -1,933 | -1.7% | -$8.82万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $597.66万 | 0.95% | 27,791 | 1,021 | 3.8% | $21.96万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $613.29万 | 0.98% | 9,430 | 258 | 2.8% | $16.78万 | 加仓 |
| MSFT | MICROSOFT CORP | $711.54万 | 1.13% | 19,222 | 819 | 4.5% | $30.32万 | 加仓 |
| IJR | ISHARES TR | $757.63万 | 1.21% | 60,947 | -285 | -0.5% | -$3.54万 | 减仓 |
| IXUS | ISHARES TR | $860.71万 | 1.37% | 99,343 | 1,271 | 1.3% | $11.01万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $949.56万 | 1.51% | 378,312 | 9,196 | 2.5% | $23.08万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,050.92万 | 1.68% | 18,208 | -795 | -4.2% | -$45.89万 | 减仓 |
| IJH | ISHARES TR | $1,295.68万 | 2.07% | 191,867 | -1,981 | -1.0% | -$13.38万 | 减仓 |
| AAPL | APPLE INC | $1,367.16万 | 2.18% | 53,870 | 3,526 | 7.0% | $89.49万 | 加仓 |
| DGRO | ISHARES TR | $1,870.06万 | 2.98% | 266,466 | -381,088 | -58.9% | -$2,674.48万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $2,163.43万 | 3.45% | 91,046 | 74,163 | 439.3% | $1,762.25万 | 加仓 |
| SMLF | ISHARES TR | $2,301.94万 | 3.67% | 304,934 | 1,168 | 0.4% | $8.82万 | 加仓 |
| IVV | ISHARES TR | $2,341.59万 | 3.73% | 35,847 | 1,196 | 3.5% | $78.12万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $2,633.59万 | 4.20% | 619,085 | 619,085 | — | $2,633.59万 | 新建仓 |
| IUSV | ISHARES TR | $3,191.48万 | 5.09% | 312,125 | 176 | 0.1% | $1.80万 | 加仓 |
| UBND | VICTORY PORTFOLIOS II | $3,492.98万 | 5.57% | 1,603,758 | 1,229,384 | 328.4% | $2,677.60万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $3,547.47万 | 5.66% | 609,740 | 18,655 | 3.2% | $108.53万 | 加仓 |
| FMDE | FIDELITY COVINGTON TRUST | $4,409.18万 | 7.03% | 1,226,135 | 1,216,720 | 12,923.2% | $4,375.32万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $4,475.34万 | 7.14% | 861,802 | 50,275 | 6.2% | $261.08万 | 加仓 |
| IUSG | ISHARES TR | $6,368.10万 | 10.16% | 410,554 | 9,295 | 2.3% | $144.17万 | 加仓 |