Madison Wealth Partners, Inc
MADISON WI · SEC CIK 0001844424
$7.86亿2026Q2 申报市值
292持仓数
51.3%前十大占比 · 第一大 9.8%
70 / 3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
VCSH 加仓+$742.27万
FMDE 加仓+$292.98万
QQQM 加仓+$256.04万
BINC 加仓+$247.96万
UBND 加仓+$225.82万
2026Q2 卖出最多 按季末市值估算
DYNF 减仓-$523.85万
INNOVATOR ETFS T 清仓-$27.77万
SCHG 减仓-$26.24万
INNOVATOR ETFS T 清仓-$23.08万
SCHB 减仓-$22.98万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -7,261 | -100.0% | -$27.77万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -6,193 | -100.0% | -$23.08万 | 清仓 |
| TSCO | TRACTOR SUPPLY CO | $0 | 0.00% | 0 | -4,760 | -100.0% | -$21.56万 | 清仓 |
| — | DATAVAULT AI INC | $9,442 | 0.00% | 26,978 | 0 | 0.0% | — | 不变 |
| — | DULUTH HLDGS INC | $4.48万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| — | PIMCO HIGH INCOME FD | $6.50万 | 0.01% | 13,950 | 0 | 0.0% | — | 不变 |
| — | VIRTUS STONE HBR EMRG MKTS I | $8.93万 | 0.01% | 16,000 | 0 | 0.0% | — | 不变 |
| RITM | RITHM CAPITAL CORP | $9.39万 | 0.01% | 10,001 | 10,001 | — | $9.39万 | 新建仓 |
| ORC | ORCHID IS CAP INC | $10.80万 | 0.01% | 15,500 | 0 | 0.0% | — | 不变 |
| DX | DYNEX CAP INC | $13.27万 | 0.02% | 10,121 | 10,121 | — | $13.27万 | 新建仓 |
| PTY | PIMCO CORPORATE & INCOME OPP | $17.59万 | 0.02% | 14,622 | -5,000 | -25.5% | -$6.01万 | 减仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $18.21万 | 0.02% | 10,078 | 6 | 0.1% | $108 | 加仓 |
| NVS | NOVARTIS AG | $20.08万 | 0.03% | 1,281 | 1,281 | — | $20.08万 | 新建仓 |
| BLK | BLACKROCK INC | $20.11万 | 0.03% | 209 | 209 | — | $20.11万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC | $20.40万 | 0.03% | 473 | 473 | — | $20.40万 | 新建仓 |
| NRG | NRG ENERGY INC | $20.51万 | 0.03% | 1,404 | -4 | -0.3% | -$584 | 减仓 |
| CTRE | CARETRUST REIT INC | $20.51万 | 0.03% | 5,084 | 5,084 | — | $20.51万 | 新建仓 |
| NIC | NICOLET BANKSHARES INC | $20.53万 | 0.03% | 1,241 | 1,241 | — | $20.53万 | 新建仓 |
| SO | SOUTHERN CO | $20.56万 | 0.03% | 2,149 | 2,149 | — | $20.56万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $20.79万 | 0.03% | 697 | 697 | — | $20.79万 | 新建仓 |
| F | FORD MTR CO | $20.99万 | 0.03% | 15,098 | 1,895 | 14.4% | $2.63万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $21.06万 | 0.03% | 1,137 | 1,137 | — | $21.06万 | 新建仓 |
| — | TIDAL TRUST II | $21.09万 | 0.03% | 8,088 | -1,716 | -17.5% | -$4.48万 | 重新持有 |
| SPYV | SPDR SERIES TRUST | $21.23万 | 0.03% | 3,493 | 3,493 | — | $21.23万 | 新建仓 |
| — | COLUMBIA ETF TR I | $21.88万 | 0.03% | 5,678 | 5,678 | — | $21.88万 | 新建仓 |
| XSVM | INVESCO EXCHANGE TRADED FD T | $22.12万 | 0.03% | 3,178 | -503 | -13.7% | -$3.50万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $22.18万 | 0.03% | 4,416 | 4,416 | — | $22.18万 | 新建仓 |
| PDEC | INNOVATOR ETFS TRUST | $22.34万 | 0.03% | 4,868 | 0 | 0.0% | — | 不变 |
| VPU | VANGUARD WORLD FD | $22.37万 | 0.03% | 1,143 | 7 | 0.6% | $1,370 | 加仓 |
| ESGU | ISHARES TR | $22.50万 | 0.03% | 1,375 | 1,375 | — | $22.50万 | 新建仓 |
| SHV | ISHARES TR | $22.52万 | 0.03% | 2,041 | 2,041 | — | $22.52万 | 新建仓 |
| PAVE | GLOBAL X FDS | $22.66万 | 0.03% | 3,845 | 3,845 | — | $22.66万 | 新建仓 |
| SPSM | SPDR SERIES TRUST | $22.70万 | 0.03% | 3,936 | 3,936 | — | $22.70万 | 新建仓 |
| QQA | INVESCO ACTIVELY MANAGED EXC | $22.75万 | 0.03% | 3,947 | 3,947 | — | $22.75万 | 新建仓 |
| SMMU | PIMCO ETF TR | $22.89万 | 0.03% | 4,532 | 18 | 0.4% | $909 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $23.03万 | 0.03% | 452 | 14 | 3.2% | $7,133 | 加仓 |
| XEL | XCEL ENERGY INC | $23.03万 | 0.03% | 2,869 | 28 | 1.0% | $2,248 | 加仓 |
| ARTY | ISHARES TR | $23.16万 | 0.03% | 3,041 | 3,041 | — | $23.16万 | 新建仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $23.21万 | 0.03% | 330 | 330 | — | $23.21万 | 新建仓 |
| LIN | LINDE PLC | $23.30万 | 0.03% | 449 | 41 | 10.0% | $2.13万 | 加仓 |
| VST | VISTRA CORP | $23.72万 | 0.03% | 1,495 | 104 | 7.5% | $1.65万 | 加仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $23.73万 | 0.03% | 9,066 | -1,122 | -11.0% | -$2.94万 | 减仓 |
| PULS | PGIM ETF TR | $24.11万 | 0.03% | 4,866 | 4,866 | — | $24.11万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $24.14万 | 0.03% | 2,660 | 264 | 11.0% | $2.40万 | 加仓 |
| UNP | UNION PAC CORP | $24.19万 | 0.03% | 889 | 889 | — | $24.19万 | 新建仓 |
| XLU | SELECT SECTOR SPDR TR | $24.64万 | 0.03% | 5,435 | 5,435 | — | $24.64万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $24.70万 | 0.03% | 738 | 738 | — | $24.70万 | 新建仓 |
| VFLO | VICTORY PORTFOLIOS II | $24.90万 | 0.03% | 5,443 | 5,443 | — | $24.90万 | 新建仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $25.01万 | 0.03% | 23,069 | -5,201 | -18.4% | -$5.64万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $25.08万 | 0.03% | 2,065 | 2,065 | — | $25.08万 | 新建仓 |
| ASML | ASML HLDG NV | $25.12万 | 0.03% | 126 | 126 | — | $25.12万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $25.18万 | 0.03% | 4,219 | 4,219 | — | $25.18万 | 新建仓 |
| FVAL | FIDELITY COVINGTON TRUST | $25.19万 | 0.03% | 3,233 | 8 | 0.2% | $623 | 加仓 |
| TJX | TJX COS INC NEW | $25.24万 | 0.03% | 1,666 | 82 | 5.2% | $1.24万 | 加仓 |
| CBSH | COMMERCE BANCSHARES INC | $25.32万 | 0.03% | 4,385 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $25.34万 | 0.03% | 4,029 | 4,029 | — | $25.34万 | 新建仓 |
| DBMF | LITMAN GREGORY FDS TR | $25.35万 | 0.03% | 8,281 | 8,281 | — | $25.35万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $25.63万 | 0.03% | 1,417 | 1,417 | — | $25.63万 | 新建仓 |
| PFF | ISHARES TR | $25.92万 | 0.03% | 8,500 | 8,500 | — | $25.92万 | 新建仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $25.93万 | 0.03% | 5,119 | 17 | 0.3% | $861 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $26.14万 | 0.03% | 258 | 258 | — | $26.14万 | 新建仓 |
| SPDW | SPDR INDEX SHS FDS | $26.62万 | 0.03% | 5,282 | 5,282 | — | $26.62万 | 新建仓 |
| SNA | SNAP ON INC | $26.80万 | 0.03% | 666 | 14 | 2.1% | $5,633 | 加仓 |
| USXF | ISHARES TR | $26.90万 | 0.03% | 3,874 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $26.92万 | 0.03% | 736 | 50 | 7.3% | $1.83万 | 重新持有 |
| PGR | PROGRESSIVE CORP | $26.95万 | 0.03% | 1,234 | 25 | 2.1% | $5,459 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $26.95万 | 0.03% | 6,689 | 0 | 0.0% | — | 不变 |
| BALI | BLACKROCK ETF TRUST | $27.19万 | 0.03% | 8,038 | 0 | 0.0% | — | 不变 |
| PFEB | INNOVATOR ETFS TRUST | $27.21万 | 0.03% | 6,319 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $27.23万 | 0.03% | 2,462 | 2,462 | — | $27.23万 | 新建仓 |
| IUSB | ISHARES TR | $27.37万 | 0.03% | 5,932 | -2,094 | -26.1% | -$9.66万 | 减仓 |
| HYG | ISHARES TR | $27.51万 | 0.04% | 3,440 | 740 | 27.4% | $5.92万 | 加仓 |
| UJAN | INNOVATOR ETFS TRUST | $27.59万 | 0.04% | 6,086 | 6,086 | — | $27.59万 | 新建仓 |
| UDEC | INNOVATOR ETFS TRUST | $27.62万 | 0.04% | 6,627 | 6,627 | — | $27.62万 | 新建仓 |
| GUNR | FLEXSHARES TR | $27.69万 | 0.04% | 5,619 | -584 | -9.4% | -$2.88万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $27.73万 | 0.04% | 2,364 | 2,364 | — | $27.73万 | 新建仓 |
| MPC | MARATHON PETE CORP | $27.79万 | 0.04% | 1,087 | 15 | 1.4% | $3,836 | 加仓 |
| EFAA | INVESCO ACTIVELY MANAGED EXC | $27.93万 | 0.04% | 5,009 | 5,009 | — | $27.93万 | 新建仓 |
| MGK | VANGUARD WORLD FD | $28.00万 | 0.04% | 3,185 | 2,681 | 531.9% | $23.57万 | 重新持有 |
| EFA | ISHARES TR | $28.10万 | 0.04% | 2,705 | 126 | 4.9% | $1.31万 | 加仓 |
| IWR | ISHARES TR | $28.20万 | 0.04% | 2,556 | 2,556 | — | $28.20万 | 新建仓 |
| PJAN | INNOVATOR ETFS TRUST | $28.28万 | 0.04% | 5,715 | 0 | 0.0% | — | 不变 |
| UFEB | INNOVATOR ETFS TRUST | $28.95万 | 0.04% | 7,490 | 7,490 | — | $28.95万 | 新建仓 |
| COMT | ISHARES U S ETF TR | $29.06万 | 0.04% | 9,570 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $29.36万 | 0.04% | 4,002 | 51 | 1.3% | $3,741 | 加仓 |
| FTNT | FORTINET INC | $29.75万 | 0.04% | 1,937 | 1,937 | — | $29.75万 | 新建仓 |
| VTEB | VANGUARD MUN BD FDS | $29.76万 | 0.04% | 5,885 | -1,119 | -16.0% | -$5.66万 | 减仓 |
| QUAL | ISHARES TR | $30.08万 | 0.04% | 1,371 | -11 | -0.8% | -$2,413 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $30.10万 | 0.04% | 2,378 | 529 | 28.6% | $6.70万 | 重新持有 |
| VZ | VERIZON COMMUNICATIONS INC | $30.24万 | 0.04% | 7,143 | 2,703 | 60.9% | $11.44万 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $31.16万 | 0.04% | 23,948 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $31.51万 | 0.04% | 4,173 | 253 | 6.5% | $1.91万 | 加仓 |
| GLW | CORNING INC | $31.62万 | 0.04% | 1,238 | 1,238 | — | $31.62万 | 新建仓 |
| REMX | VANECK ETF TRUST | $31.65万 | 0.04% | 3,576 | 393 | 12.3% | $3.48万 | 加仓 |
| IWS | ISHARES TR | $31.78万 | 0.04% | 1,930 | -39 | -2.0% | -$6,421 | 减仓 |
| APH | AMPHENOL CORP | $32.02万 | 0.04% | 1,816 | 1,816 | — | $32.02万 | 新建仓 |
| NOVT | NOVANTA INC | $32.17万 | 0.04% | 1,983 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $32.61万 | 0.04% | 5,399 | -430 | -7.4% | -$2.60万 | 减仓 |
| EFG | ISHARES TR | $33.11万 | 0.04% | 2,661 | -1 | -0.0% | -$124 | 减仓 |
| VOT | VANGUARD INDEX FDS | $33.12万 | 0.04% | 1,081 | 0 | 0.0% | — | 不变 |