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 |
|---|---|---|---|---|---|---|---|---|
| VGIT | VANGUARD SCOTTSDALE FDS | $22.23万 | 0.04% | 3,733 | 3,733 | — | $22.23万 | 新建仓 |
| XSVM | INVESCO EXCHANGE TRADED FD T | $22.18万 | 0.04% | 3,681 | 37 | 1.0% | $2,230 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $21.86万 | 0.03% | 1,491 | 1,491 | — | $21.86万 | 新建仓 |
| CBSH | COMMERCE BANCSHARES INC | $21.57万 | 0.03% | 4,385 | 4,385 | — | $21.57万 | 新建仓 |
| TSCO | TRACTOR SUPPLY CO | $21.56万 | 0.03% | 4,760 | -2 | -0.0% | -$91 | 减仓 |
| HYG | ISHARES TR | $21.48万 | 0.03% | 2,700 | 55 | 2.1% | $4,376 | 加仓 |
| QCOM | QUALCOMM INC | $21.39万 | 0.03% | 1,661 | 172 | 11.6% | $2.22万 | 加仓 |
| USXF | ISHARES TR | $21.38万 | 0.03% | 3,874 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP | $20.92万 | 0.03% | 1,391 | -17 | -1.2% | -$2,556 | 减仓 |
| PDEC | INNOVATOR ETFS TRUST | $20.69万 | 0.03% | 4,868 | 0 | 0.0% | — | 不变 |
| NRG | NRG ENERGY INC | $20.58万 | 0.03% | 1,408 | -12 | -0.8% | -$1,754 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $20.23万 | 0.03% | 3,663 | 3,663 | — | $20.23万 | 新建仓 |
| LIN | LINDE PLC | $20.21万 | 0.03% | 408 | 408 | — | $20.21万 | 新建仓 |
| F | FORD MTR CO | $15.24万 | 0.02% | 13,203 | 29 | 0.2% | $335 | 加仓 |
| ORC | ORCHID IS CAP INC | $10.90万 | 0.02% | 15,500 | 15,500 | — | $10.90万 | 新建仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $10.82万 | 0.02% | 10,072 | -220 | -2.1% | -$2,363 | 减仓 |
| — | VIRTUS STONE HBR EMRG MKTS I | $7.65万 | 0.01% | 16,000 | 16,000 | — | $7.65万 | 新建仓 |
| — | PIMCO HIGH INCOME FD | $6.46万 | 0.01% | 13,950 | 0 | 0.0% | — | 不变 |
| — | DULUTH HLDGS INC | $3.16万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| — | DATAVAULT AI INC | $1.67万 | 0.00% | 26,978 | 0 | 0.0% | — | 不变 |
| — | EXACT SCIENCES CORP | $0 | 0.00% | 0 | -3,316 | -100.0% | -$33.68万 | 清仓 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | -676 | -100.0% | -$23.87万 | 清仓 |
| — | TIDAL TRUST II | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DUK | DUKE ENERGY CORP NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $0 | 0.00% | 0 | -3,148 | -100.0% | -$21.52万 | 清仓 |
| FHLC | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MGK | VANGUARD WORLD FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VBK | VANGUARD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LOW | LOWES COS INC | $0 | 0.00% | 0 | -844 | -100.0% | -$20.35万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -579 | -100.0% | -$20.26万 | 清仓 |
| LWLG | LIGHTWAVE LOGIC INC | $0 | 0.00% | 0 | -13,758 | -100.0% | -$4.46万 | 清仓 |