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 |
|---|---|---|---|---|---|---|---|---|
| PLTR | PALANTIR TECHNOLOGIES INC | $56.68万 | 0.09% | 3,875 | 165 | 4.4% | $2.41万 | 加仓 |
| MCD | MCDONALDS CORP | $56.28万 | 0.09% | 1,811 | 301 | 19.9% | $9.35万 | 加仓 |
| ABBV | ABBVIE INC | $55.65万 | 0.09% | 2,559 | 742 | 40.8% | $16.14万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $55.33万 | 0.09% | 7,175 | 666 | 10.2% | $5.14万 | 加仓 |
| FHEQ | FIDELITY GREENWOOD STREET TR | $54.69万 | 0.09% | 18,588 | 2,914 | 18.6% | $8.57万 | 加仓 |
| CSHI | NEOS ETF TRUST | $54.23万 | 0.09% | 10,894 | -1,037 | -8.7% | -$5.16万 | 减仓 |
| IGV | ISHARES TR | $54.14万 | 0.09% | 6,763 | -164 | -2.4% | -$1.31万 | 减仓 |
| HD | HOME DEPOT INC | $53.18万 | 0.08% | 1,617 | 192 | 13.5% | $6.31万 | 加仓 |
| ORCL | ORACLE CORP | $52.50万 | 0.08% | 3,569 | 192 | 5.7% | $2.82万 | 加仓 |
| SUB | ISHARES TR | $51.83万 | 0.08% | 4,867 | 462 | 10.5% | $4.92万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $51.50万 | 0.08% | 4,982 | 942 | 23.3% | $9.74万 | 加仓 |
| FESM | FIDELITY COVINGTON TRUST | $51.09万 | 0.08% | 13,445 | -64 | -0.5% | -$2,432 | 减仓 |
| KLAC | KLA CORP | $49.81万 | 0.08% | 338 | 1 | 0.3% | $1,474 | 加仓 |
| T | AT&T INC | $49.44万 | 0.08% | 17,054 | 779 | 4.8% | $2.26万 | 加仓 |
| ISCG | ISHARES TR | $49.30万 | 0.08% | 8,996 | 973 | 12.1% | $5.33万 | 加仓 |
| CSCO | CISCO SYS INC | $49.24万 | 0.08% | 6,346 | 934 | 17.3% | $7.25万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $49.16万 | 0.08% | 5,293 | -53 | -1.0% | -$4,923 | 减仓 |
| OUSA | ALPS ETF TR | $49.04万 | 0.08% | 8,808 | 3,542 | 67.3% | $19.72万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $48.67万 | 0.08% | 18,984 | 9,901 | 109.0% | $25.39万 | 加仓 |
| XAR | SPDR SERIES TRUST | $48.03万 | 0.08% | 1,891 | 1,019 | 116.9% | $25.88万 | 加仓 |
| CMI | CUMMINS INC | $47.30万 | 0.08% | 879 | 59 | 7.2% | $3.17万 | 加仓 |
| ISCV | ISHARES TR | $46.27万 | 0.07% | 6,656 | 800 | 13.7% | $5.56万 | 加仓 |
| FELC | FIDELITY COVINGTON TRUST | $46.10万 | 0.07% | 12,711 | 1,389 | 12.3% | $5.04万 | 加仓 |
| SDY | SPDR SERIES TRUST | $45.70万 | 0.07% | 3,132 | 181 | 6.1% | $2.64万 | 加仓 |
| GEV | GE VERNOVA INC | $45.13万 | 0.07% | 517 | 28 | 5.7% | $2.44万 | 加仓 |
| ACWX | ISHARES TR | $44.29万 | 0.07% | 6,468 | 798 | 14.1% | $5.46万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $43.46万 | 0.07% | 8,555 | 22 | 0.3% | $1,118 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $42.95万 | 0.07% | 1,100 | 1 | 0.1% | $390 | 加仓 |
| PEP | PEPSICO INC | $42.61万 | 0.07% | 2,744 | 676 | 32.7% | $10.50万 | 加仓 |
| RTX | RTX CORPORATION | $42.13万 | 0.07% | 2,184 | 292 | 15.4% | $5.63万 | 加仓 |
| IWD | ISHARES TR | $41.72万 | 0.07% | 1,952 | 80 | 4.3% | $1.71万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $40.62万 | 0.06% | 5,307 | 5,307 | — | $40.62万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $40.54万 | 0.06% | 811 | 76 | 10.3% | $3.80万 | 加仓 |
| VO | VANGUARD INDEX FDS | $40.51万 | 0.06% | 1,410 | -55 | -3.8% | -$1.58万 | 减仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $39.78万 | 0.06% | 23,948 | -1,242 | -4.9% | -$2.06万 | 减仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $39.04万 | 0.06% | 1,668 | -50 | -2.9% | -$1.17万 | 减仓 |
| IWF | ISHARES TR | $38.56万 | 0.06% | 904 | 70 | 8.4% | $2.99万 | 加仓 |
| HDV | ISHARES TR | $38.56万 | 0.06% | 2,841 | -559 | -16.4% | -$7.59万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $38.39万 | 0.06% | 4,842 | -873 | -15.3% | -$6.92万 | 减仓 |
| SGOV | ISHARES TR | $37.99万 | 0.06% | 3,774 | 377 | 11.1% | $3.79万 | 加仓 |
| IWP | ISHARES TR | $37.67万 | 0.06% | 2,940 | 186 | 6.8% | $2.38万 | 加仓 |
| IWB | ISHARES TR | $37.61万 | 0.06% | 1,055 | -2 | -0.2% | -$713 | 减仓 |
| IUSB | ISHARES TR | $37.07万 | 0.06% | 8,026 | 20 | 0.2% | $924 | 加仓 |
| C | CITIGROUP INC | $37.05万 | 0.06% | 3,267 | 27 | 0.8% | $3,062 | 加仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $36.43万 | 0.06% | 4,792 | 4,792 | — | $36.43万 | 新建仓 |
| WFC | WELLS FARGO & CO | $35.13万 | 0.06% | 4,412 | 309 | 7.5% | $2.46万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $34.94万 | 0.06% | 7,004 | -394 | -5.3% | -$1.97万 | 减仓 |
| IDHQ | INVESCO EXCH TRADED FD TR II | $34.90万 | 0.06% | 9,868 | 536 | 5.7% | $1.90万 | 加仓 |
| DIS | DISNEY WALT CO | $34.69万 | 0.06% | 3,599 | 96 | 2.7% | $9,252 | 加仓 |
| IAU | ISHARES GOLD TR | $34.56万 | 0.06% | 3,920 | 125 | 3.3% | $1.10万 | 加仓 |
| GUNR | FLEXSHARES TR | $34.22万 | 0.05% | 6,203 | 21 | 0.3% | $1,158 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $33.19万 | 0.05% | 2,867 | 2,867 | — | $33.19万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $33.06万 | 0.05% | 1,625 | -824 | -33.6% | -$16.76万 | 减仓 |
| IHE | ISHARES TR | $32.39万 | 0.05% | 3,737 | 3,737 | — | $32.39万 | 新建仓 |
| PAUG | INNOVATOR ETFS TRUST | $32.37万 | 0.05% | 7,578 | -230 | -2.9% | -$9,825 | 减仓 |
| COMT | ISHARES U S ETF TR | $32.36万 | 0.05% | 9,570 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $32.34万 | 0.05% | 4,350 | 160 | 3.8% | $1.19万 | 加仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $30.76万 | 0.05% | 28,270 | -139 | -0.5% | -$1,512 | 减仓 |
| USB | US BANCORP | $30.31万 | 0.05% | 5,829 | 659 | 12.7% | $3.43万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $30.20万 | 0.05% | 10,385 | 3,337 | 47.3% | $9.70万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $29.90万 | 0.05% | 438 | 1 | 0.2% | $683 | 加仓 |
| EFG | ISHARES TR | $29.64万 | 0.05% | 2,662 | 82 | 3.2% | $9,131 | 加仓 |
| PAPR | INNOVATOR ETFS TRUST | $29.40万 | 0.05% | 7,386 | -155 | -2.1% | -$6,169 | 减仓 |
| KO | COCA COLA CO | $29.18万 | 0.05% | 3,837 | 3,837 | — | $29.18万 | 新建仓 |
| IWS | ISHARES TR | $28.70万 | 0.05% | 1,969 | 135 | 7.4% | $1.97万 | 加仓 |
| REMX | VANECK ETF TRUST | $28.01万 | 0.04% | 3,183 | 3,183 | — | $28.01万 | 新建仓 |
| GE | GE AEROSPACE | $27.82万 | 0.04% | 980 | 129 | 15.2% | $3.66万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $27.82万 | 0.04% | 1,081 | 395 | 57.6% | $10.16万 | 重新持有 |
| — | INNOVATOR ETFS TRUST | $27.77万 | 0.04% | 7,261 | 7,261 | — | $27.77万 | 新建仓 |
| SRLN | SSGA ACTIVE ETF TR | $26.85万 | 0.04% | 6,689 | 0 | 0.0% | — | 不变 |
| ZECP | ZACKS TRUST | $26.82万 | 0.04% | 7,927 | 7,927 | — | $26.82万 | 新建仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $26.75万 | 0.04% | 10,188 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $26.52万 | 0.04% | 1,382 | -46 | -3.2% | -$8,826 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $26.41万 | 0.04% | 1,090 | 190 | 21.1% | $4.60万 | 加仓 |
| PJAN | INNOVATOR ETFS TRUST | $26.36万 | 0.04% | 5,715 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $26.18万 | 0.04% | 1,072 | -172 | -13.8% | -$4.20万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $26.02万 | 0.04% | 2,119 | 207 | 10.8% | $2.54万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $25.51万 | 0.04% | 5,102 | 16 | 0.3% | $800 | 加仓 |
| PFEB | INNOVATOR ETFS TRUST | $25.34万 | 0.04% | 6,319 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $25.29万 | 0.04% | 1,584 | 236 | 17.5% | $3.77万 | 加仓 |
| EFA | ISHARES TR | $25.05万 | 0.04% | 2,579 | 0 | 0.0% | — | 不变 |
| BALI | BLACKROCK ETF TRUST | $24.77万 | 0.04% | 8,038 | -216 | -2.6% | -$6,655 | 减仓 |
| AMGN | AMGEN INC | $24.67万 | 0.04% | 701 | 68 | 10.7% | $2.39万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $24.60万 | 0.04% | 2,396 | 331 | 16.0% | $3.40万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $24.28万 | 0.04% | 719 | -8 | -1.1% | -$2,702 | 减仓 |
| MRK | MERCK & CO INC | $24.28万 | 0.04% | 2,018 | 2,018 | — | $24.28万 | 新建仓 |
| DVY | ISHARES TR | $24.23万 | 0.04% | 1,600 | -695 | -30.3% | -$10.52万 | 减仓 |
| PGR | PROGRESSIVE CORP | $23.97万 | 0.04% | 1,209 | -103 | -7.9% | -$2.04万 | 减仓 |
| SNA | SNAP ON INC | $23.67万 | 0.04% | 652 | 1 | 0.2% | $363 | 加仓 |
| PTY | PIMCO CORPORATE & INCOME OPP | $23.66万 | 0.04% | 19,622 | 0 | 0.0% | — | 不变 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $23.66万 | 0.04% | 3,775 | -22 | -0.6% | -$1,379 | 减仓 |
| NOVT | NOVANTA INC | $23.42万 | 0.04% | 1,983 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $23.08万 | 0.04% | 6,193 | 6,193 | — | $23.08万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $22.91万 | 0.04% | 3,575 | 3,575 | — | $22.91万 | 新建仓 |
| SMMU | PIMCO ETF TR | $22.77万 | 0.04% | 4,514 | 18 | 0.4% | $908 | 加仓 |
| XEL | XCEL ENERGY INC | $22.57万 | 0.04% | 2,841 | -73 | -2.5% | -$5,799 | 减仓 |
| VPU | VANGUARD WORLD FD | $22.51万 | 0.04% | 1,136 | 6 | 0.5% | $1,189 | 加仓 |
| FVAL | FIDELITY COVINGTON TRUST | $22.38万 | 0.04% | 3,225 | 3,225 | — | $22.38万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $22.29万 | 0.04% | 4,440 | 4,440 | — | $22.29万 | 新建仓 |
| CARR | CARRIER GLOBAL CORPORATION | $22.25万 | 0.04% | 3,951 | 162 | 4.3% | $9,122 | 加仓 |