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 |
|---|---|---|---|---|---|---|---|---|
| IMCV | ISHARES TR | $90.52万 | 0.12% | 9,906 | 152 | 1.6% | $1.39万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $89.14万 | 0.11% | 1,168 | 68 | 6.2% | $5.19万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $88.08万 | 0.11% | 12,362 | 8,787 | 245.8% | $62.61万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $83.51万 | 0.11% | 15,459 | 15,459 | — | $83.51万 | 新建仓 |
| ORCL | ORACLE CORP | $81.76万 | 0.10% | 5,579 | 2,010 | 56.3% | $29.46万 | 加仓 |
| XYLD | GLOBAL X FDS | $81.36万 | 0.10% | 19,945 | -1,034 | -4.9% | -$4.22万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $80.36万 | 0.10% | 7,501 | 490 | 7.0% | $5.25万 | 加仓 |
| IWM | ISHARES TR | $79.73万 | 0.10% | 2,654 | 45 | 1.7% | $1.35万 | 加仓 |
| GEV | GE VERNOVA INC | $78.32万 | 0.10% | 667 | 150 | 29.0% | $17.61万 | 加仓 |
| WMT | WALMART INC | $78.28万 | 0.10% | 6,912 | 1,944 | 39.1% | $22.02万 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $77.50万 | 0.10% | 34,770 | 25 | 0.1% | $557 | 加仓 |
| PG | PROCTER & GAMBLE CO | $77.15万 | 0.10% | 5,261 | 734 | 16.2% | $10.76万 | 加仓 |
| HD | HOME DEPOT INC | $76.82万 | 0.10% | 2,178 | 561 | 34.7% | $19.79万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $75.48万 | 0.10% | 6,687 | 1,705 | 34.2% | $19.25万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $74.66万 | 0.10% | 4,370 | 4,370 | — | $74.66万 | 新建仓 |
| SLV | ISHARES SILVER TR | $71.98万 | 0.09% | 13,461 | 494 | 3.8% | $2.64万 | 加仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $71.82万 | 0.09% | 7,671 | 2,879 | 60.1% | $26.96万 | 加仓 |
| NFLX | NETFLIX INC. | $70.37万 | 0.09% | 9,855 | -139 | -1.4% | -$9,925 | 减仓 |
| MUNI | PIMCO ETF TR | $70.26万 | 0.09% | 13,357 | -61 | -0.5% | -$3,209 | 减仓 |
| FHEQ | FIDELITY GREENWOOD STREET TR | $68.94万 | 0.09% | 20,935 | 2,347 | 12.6% | $7.73万 | 加仓 |
| FAST | FASTENAL CO | $68.83万 | 0.09% | 14,331 | 311 | 2.2% | $1.49万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $68.39万 | 0.09% | 7,782 | 2,475 | 46.6% | $21.75万 | 加仓 |
| CMI | CUMMINS INC | $68.15万 | 0.09% | 956 | 77 | 8.8% | $5.49万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $67.73万 | 0.09% | 3,532 | -16 | -0.5% | -$3,068 | 减仓 |
| SMH | VANECK ETF TRUST | $67.66万 | 0.09% | 1,032 | 1,032 | — | $67.66万 | 新建仓 |
| MINT | PIMCO ETF TR | $66.76万 | 0.08% | 6,622 | 6,622 | — | $66.76万 | 新建仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $65.59万 | 0.08% | 7,832 | 226 | 3.0% | $1.89万 | 加仓 |
| CSHI | NEOS ETF TRUST | $64.35万 | 0.08% | 12,919 | 2,025 | 18.6% | $10.09万 | 加仓 |
| CVX | CHEVRON CORPORATION | $64.32万 | 0.08% | 3,880 | 552 | 16.6% | $9.15万 | 加仓 |
| AGNC | AGNC INVT CORP | $62.98万 | 0.08% | 57,782 | -348 | -0.6% | -$3,793 | 减仓 |
| IVE | ISHARES TR | $62.82万 | 0.08% | 2,766 | -63 | -2.2% | -$1.43万 | 减仓 |
| HYLB | DBX ETF TR | $62.30万 | 0.08% | 17,058 | 17,058 | — | $62.30万 | 新建仓 |
| PAPR | INNOVATOR ETFS TRUST | $61.40万 | 0.08% | 14,550 | 7,164 | 97.0% | $30.23万 | 加仓 |
| FESM | FIDELITY COVINGTON TRUST | $60.89万 | 0.08% | 12,609 | -836 | -6.2% | -$4.04万 | 减仓 |
| ISCG | ISHARES TR | $60.27万 | 0.08% | 9,195 | 199 | 2.2% | $1.30万 | 加仓 |
| SGOV | ISHARES TR | $59.69万 | 0.08% | 5,929 | 2,155 | 57.1% | $21.70万 | 加仓 |
| COWZ | PACER FDS TR | $59.31万 | 0.08% | 9,535 | -579 | -5.7% | -$3.60万 | 减仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $58.45万 | 0.07% | 9,695 | 9,695 | — | $58.45万 | 新建仓 |
| SCHX | SCHWAB STRATEGIC TR | $57.74万 | 0.07% | 19,619 | 635 | 3.3% | $1.87万 | 加仓 |
| VO | VANGUARD INDEX FDS | $57.61万 | 0.07% | 7,151 | 1,511 | 26.8% | $12.17万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $56.89万 | 0.07% | 9,646 | 5,913 | 158.4% | $34.88万 | 加仓 |
| IGV | ISHARES TR | $56.88万 | 0.07% | 6,279 | -484 | -7.2% | -$4.38万 | 减仓 |
| PVAL | PUTNAM ETF TRUST | $56.27万 | 0.07% | 11,044 | 11,044 | — | $56.27万 | 新建仓 |
| FELC | FIDELITY COVINGTON TRUST | $55.82万 | 0.07% | 13,319 | 608 | 4.8% | $2.55万 | 加仓 |
| C | CITIGROUP INC | $55.52万 | 0.07% | 3,967 | 700 | 21.4% | $9.80万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $55.19万 | 0.07% | 6,456 | -719 | -10.0% | -$6.15万 | 减仓 |
| EFV | ISHARES TR | $55.10万 | 0.07% | 7,199 | 2,849 | 65.5% | $21.81万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $55.10万 | 0.07% | 1,055 | 1,055 | — | $55.10万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $55.00万 | 0.07% | 1,956 | 866 | 79.4% | $24.35万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $54.99万 | 0.07% | 7,867 | 7,867 | — | $54.99万 | 新建仓 |
| MCD | MCDONALDS CORP | $53.50万 | 0.07% | 1,979 | 168 | 9.3% | $4.54万 | 加仓 |
| ISCV | ISHARES TR | $53.42万 | 0.07% | 6,820 | 164 | 2.5% | $1.28万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $53.41万 | 0.07% | 10,976 | 2,421 | 28.3% | $11.78万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $53.16万 | 0.07% | 1,035 | 224 | 27.6% | $11.50万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $52.83万 | 0.07% | 4,528 | 653 | 16.9% | $7.62万 | 加仓 |
| IDHQ | INVESCO EXCH TRADED FD TR II | $52.74万 | 0.07% | 12,066 | 2,198 | 22.3% | $9.61万 | 加仓 |
| XAR | SPDR SERIES TRUST | $51.99万 | 0.07% | 1,832 | -59 | -3.1% | -$1.67万 | 减仓 |
| SUB | ISHARES TR | $51.97万 | 0.07% | 4,881 | 14 | 0.3% | $1,490 | 加仓 |
| IWD | ISHARES TR | $51.58万 | 0.07% | 2,128 | 176 | 9.0% | $4.27万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $50.31万 | 0.06% | 5,732 | 439 | 8.3% | $3.85万 | 加仓 |
| ACWX | ISHARES TR | $49.96万 | 0.06% | 6,564 | 96 | 1.5% | $7,307 | 加仓 |
| QYLD | GLOBAL X FDS | $48.94万 | 0.06% | 26,552 | 26,552 | — | $48.94万 | 新建仓 |
| SDY | SPDR SERIES TRUST | $47.82万 | 0.06% | 3,143 | 11 | 0.4% | $1,674 | 加仓 |
| OUSA | ALPS ETF TR | $46.50万 | 0.06% | 7,972 | -836 | -9.5% | -$4.88万 | 减仓 |
| IWF | ISHARES TR | $45.42万 | 0.06% | 3,658 | 42 | 1.2% | $5,215 | 加仓 |
| GE | GE AEROSPACE | $45.00万 | 0.06% | 1,204 | 224 | 22.9% | $8.37万 | 加仓 |
| RTX | RTX CORPORATION | $44.29万 | 0.06% | 2,334 | 150 | 6.9% | $2.85万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $44.17万 | 0.06% | 925 | 206 | 28.7% | $9.84万 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $44.16万 | 0.06% | 1,668 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $43.08万 | 0.05% | 11,925 | 1,540 | 14.8% | $5.56万 | 加仓 |
| IWB | ISHARES TR | $42.99万 | 0.05% | 1,050 | -5 | -0.5% | -$2,047 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $41.62万 | 0.05% | 2,623 | 1,132 | 75.9% | $17.96万 | 加仓 |
| WFC | WELLS FARGO & CO | $41.12万 | 0.05% | 4,976 | 564 | 12.8% | $4.66万 | 加仓 |
| FIDU | FIDELITY COVINGTON TRUST | $40.84万 | 0.05% | 4,100 | 4,100 | — | $40.84万 | 新建仓 |
| INTC | INTEL CORP | $39.97万 | 0.05% | 2,863 | 2,863 | — | $39.97万 | 新建仓 |
| IWP | ISHARES TR | $39.93万 | 0.05% | 2,727 | -213 | -7.2% | -$3.12万 | 减仓 |
| QCOM | QUALCOMM INC | $39.39万 | 0.05% | 2,132 | 471 | 28.4% | $8.70万 | 加仓 |
| KO | COCA COLA CO | $39.36万 | 0.05% | 4,843 | 1,006 | 26.2% | $8.18万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $39.20万 | 0.05% | 1,149 | 1,149 | — | $39.20万 | 新建仓 |
| PEP | PEPSICO INC | $39.07万 | 0.05% | 2,885 | 141 | 5.1% | $1.91万 | 加仓 |
| VFMV | VANGUARD WELLINGTON FD | $39.01万 | 0.05% | 2,799 | 2,799 | — | $39.01万 | 新建仓 |
| HDV | ISHARES TR | $38.98万 | 0.05% | 14,221 | 16 | 0.1% | $439 | 加仓 |
| FHLC | FIDELITY COVINGTON TRUST | $38.69万 | 0.05% | 5,008 | 2,200 | 78.3% | $17.00万 | 重新持有 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $38.67万 | 0.05% | 2,273 | 2,273 | — | $38.67万 | 新建仓 |
| T | AT&T INC | $38.04万 | 0.05% | 18,375 | 1,321 | 7.7% | $2.73万 | 加仓 |
| DIS | DISNEY WALT CO | $37.70万 | 0.05% | 3,917 | 318 | 8.8% | $3.06万 | 加仓 |
| IHE | ISHARES TR | $37.11万 | 0.05% | 3,748 | 11 | 0.3% | $1,089 | 加仓 |
| ANET | ARISTA NETWORKS INC | $37.01万 | 0.05% | 2,179 | 60 | 2.8% | $1.02万 | 加仓 |
| ZECP | ZACKS TRUST | $37.01万 | 0.05% | 9,806 | 1,879 | 23.7% | $7.09万 | 加仓 |
| UMAR | INNOVATOR ETFS TRUST | $36.32万 | 0.05% | 8,596 | 8,596 | — | $36.32万 | 新建仓 |
| AMGN | AMGEN INC | $36.08万 | 0.05% | 996 | 295 | 42.1% | $10.69万 | 加仓 |
| DVY | ISHARES TR | $35.88万 | 0.05% | 2,295 | 695 | 43.4% | $10.86万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $34.82万 | 0.04% | 3,875 | 100 | 2.6% | $8,985 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $34.81万 | 0.04% | 2,981 | 114 | 4.0% | $1.33万 | 加仓 |
| PAUG | INNOVATOR ETFS TRUST | $34.59万 | 0.04% | 7,578 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $33.12万 | 0.04% | 1,081 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES TR | $33.11万 | 0.04% | 2,661 | -1 | -0.0% | -$124 | 减仓 |
| USB | US BANCORP | $32.61万 | 0.04% | 5,399 | -430 | -7.4% | -$2.60万 | 减仓 |
| NOVT | NOVANTA INC | $32.17万 | 0.04% | 1,983 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $32.02万 | 0.04% | 1,816 | 1,816 | — | $32.02万 | 新建仓 |