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 |
|---|---|---|---|---|---|---|---|---|
| IUSG | ISHARES TR | $7,710.22万 | 9.81% | 409,922 | -632 | -0.2% | -$11.89万 | 减仓 |
| FMDE | FIDELITY COVINGTON TRUST | $5,268.64万 | 6.70% | 1,298,333 | 72,198 | 5.9% | $292.98万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $4,758.63万 | 6.06% | 909,176 | 47,374 | 5.5% | $247.96万 | 加仓 |
| UBND | VICTORY PORTFOLIOS II | $3,709.98万 | 4.72% | 1,707,703 | 103,945 | 6.5% | $225.82万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $3,623.00万 | 4.61% | 532,715 | -77,025 | -12.6% | -$523.85万 | 减仓 |
| IUSV | ISHARES TR | $3,524.02万 | 4.48% | 319,929 | 7,804 | 2.5% | $85.96万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $3,108.38万 | 3.96% | 630,760 | 11,675 | 1.9% | $57.53万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $3,014.46万 | 3.84% | 99,497 | 8,451 | 9.3% | $256.04万 | 加仓 |
| SMLF | ISHARES TR | $2,843.97万 | 3.62% | 319,045 | 14,111 | 4.6% | $125.79万 | 加仓 |
| IVV | ISHARES TR | $2,745.30万 | 3.49% | 36,658 | 811 | 2.3% | $60.74万 | 加仓 |
| DGRO | ISHARES TR | $2,016.29万 | 2.57% | 266,037 | -429 | -0.2% | -$3.25万 | 减仓 |
| AAPL | APPLE INC | $1,669.66万 | 2.12% | 57,702 | 3,832 | 7.1% | $110.88万 | 加仓 |
| IJH | ISHARES TR | $1,501.67万 | 1.91% | 194,744 | 2,877 | 1.5% | $22.18万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,419.22万 | 1.81% | 19,272 | 1,064 | 5.8% | $78.35万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $1,072.61万 | 1.36% | 370,377 | -7,935 | -2.1% | -$22.98万 | 减仓 |
| IXUS | ISHARES TR | $956.91万 | 1.22% | 100,263 | 920 | 0.9% | $8.78万 | 加仓 |
| IJR | ISHARES TR | $927.31万 | 1.18% | 62,525 | 1,578 | 2.6% | $23.40万 | 加仓 |
| MSFT | MICROSOFT CORP | $866.13万 | 1.10% | 23,220 | 3,998 | 20.8% | $149.13万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $780.54万 | 0.99% | 98,765 | 93,923 | 1,939.8% | $742.27万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $747.42万 | 0.95% | 10,009 | 579 | 6.1% | $43.24万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $735.44万 | 0.94% | 31,081 | 3,290 | 11.8% | $77.85万 | 加仓 |
| GOOGL | ALPHABET INC | $679.74万 | 0.86% | 19,021 | 2,493 | 15.1% | $89.09万 | 加仓 |
| BOXX | EA SERIES TRUST | $673.49万 | 0.86% | 57,519 | 18,733 | 48.3% | $219.34万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $613.46万 | 0.78% | 221,464 | 19,492 | 9.7% | $53.99万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $610.11万 | 0.78% | 30,492 | 3,960 | 14.9% | $79.24万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $589.58万 | 0.75% | 68,444 | 13,310 | 24.1% | $114.65万 | 加仓 |
| AMZN | AMAZON COM INC | $577.24万 | 0.73% | 24,219 | 2,431 | 11.2% | $57.94万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $503.05万 | 0.64% | 125,355 | 38,185 | 43.8% | $153.24万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $497.21万 | 0.63% | 109,301 | -509 | -0.5% | -$2.32万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $489.81万 | 0.62% | 7,132 | 478 | 7.2% | $32.83万 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $485.58万 | 0.62% | 47,044 | -508 | -1.1% | -$5.24万 | 减仓 |
| ILCG | ISHARES TR | $479.58万 | 0.61% | 40,983 | -102 | -0.2% | -$1.19万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $444.11万 | 0.57% | 131,239 | -7,755 | -5.6% | -$26.24万 | 减仓 |
| IEFA | ISHARES TR | $397.01万 | 0.51% | 41,107 | 2,155 | 5.5% | $20.81万 | 加仓 |
| ILCV | ISHARES TR | $354.86万 | 0.45% | 35,051 | -13 | -0.0% | -$1,316 | 减仓 |
| LRCX | LAM RESEARCH CORP | $354.13万 | 0.45% | 8,172 | 1,227 | 17.7% | $53.17万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $342.41万 | 0.44% | 9,253 | 709 | 8.3% | $26.24万 | 加仓 |
| USTB | VICTORY PORTFOLIOS II | $340.12万 | 0.43% | 67,190 | 8,152 | 13.8% | $41.27万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $324.33万 | 0.41% | 15,243 | -873 | -5.4% | -$18.57万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $316.82万 | 0.40% | 6,331 | -39 | -0.6% | -$1.95万 | 减仓 |
| GLD | SPDR GOLD TR | $278.86万 | 0.35% | 7,570 | 383 | 5.3% | $14.11万 | 加仓 |
| VDC | VANGUARD WORLD FD | $274.48万 | 0.35% | 12,172 | 852 | 7.5% | $19.21万 | 加仓 |
| AVGO | BROADCOM INC | $262.97万 | 0.33% | 6,961 | 3,028 | 77.0% | $114.39万 | 加仓 |
| MGEE | MGE ENERGY INC | $259.40万 | 0.33% | 31,812 | 81 | 0.3% | $6,605 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $242.96万 | 0.31% | 76,620 | 18,971 | 32.9% | $60.16万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $240.75万 | 0.31% | 2,086 | 126 | 6.4% | $14.54万 | 加仓 |
| AMAT | APPLIED MATLS INC | $239.45万 | 0.30% | 3,312 | 1,032 | 45.3% | $74.61万 | 加仓 |
| VGT | VANGUARD WORLD FD | $234.42万 | 0.30% | 19,613 | 3,213 | 19.6% | $38.40万 | 加仓 |
| TSLA | TESLA INC | $225.46万 | 0.29% | 5,360 | 756 | 16.4% | $31.80万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $222.12万 | 0.28% | 2,374 | 148 | 6.6% | $13.85万 | 加仓 |
| IVW | ISHARES TR | $213.42万 | 0.27% | 15,518 | -167 | -1.1% | -$2.30万 | 减仓 |
| MUB | ISHARES TR | $211.81万 | 0.27% | 19,681 | 450 | 2.3% | $4.84万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $194.06万 | 0.25% | 5,929 | 780 | 15.1% | $25.53万 | 加仓 |
| GOOG | ALPHABET INC | $183.65万 | 0.23% | 5,198 | 580 | 12.6% | $20.49万 | 加仓 |
| IEMG | ISHARES INC | $179.24万 | 0.23% | 21,637 | 3,462 | 19.0% | $28.68万 | 加仓 |
| SOXX | ISHARES TR | $171.02万 | 0.22% | 2,669 | 1 | 0.0% | $641 | 加仓 |
| META | META PLATFORMS INC | $170.72万 | 0.22% | 3,031 | 763 | 33.6% | $42.97万 | 加仓 |
| CAT | CATERPILLAR INC | $165.90万 | 0.21% | 1,558 | 272 | 21.2% | $28.96万 | 加仓 |
| ITOT | ISHARES TR | $164.72万 | 0.21% | 10,028 | 260 | 2.7% | $4.27万 | 加仓 |
| OEF | ISHARES TR | $157.95万 | 0.20% | 4,317 | -11 | -0.3% | -$4,025 | 减仓 |
| BAC | BANK OF AMER CORP | $147.93万 | 0.19% | 25,962 | 3,062 | 13.4% | $17.45万 | 加仓 |
| V | VISA INC | $145.25万 | 0.18% | 4,233 | 461 | 12.2% | $15.82万 | 加仓 |
| — | EXXON MOBIL CORP | $139.35万 | 0.18% | 10,192 | 4,680 | 84.9% | $63.99万 | 加仓 |
| VFMO | VANGUARD WELLINGTON FD | $133.76万 | 0.17% | 5,361 | 5,361 | — | $133.76万 | 新建仓 |
| FDVV | FIDELITY COVINGTON TRUST | $132.78万 | 0.17% | 22,024 | 18,361 | 501.3% | $110.70万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $132.03万 | 0.17% | 8,355 | -530 | -6.0% | -$8.38万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $130.19万 | 0.17% | 15,752 | 15,752 | — | $130.19万 | 新建仓 |
| LLY | ELI LILLY & CO | $128.84万 | 0.16% | 1,074 | 226 | 26.7% | $27.11万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $127.00万 | 0.16% | 12,933 | 5,004 | 63.1% | $49.14万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $124.69万 | 0.16% | 2,146 | 521 | 32.1% | $30.27万 | 加仓 |
| FLXR | TCW ETF TRUST | $123.61万 | 0.16% | 31,525 | 31,525 | — | $123.61万 | 新建仓 |
| DFIC | DIMENSIONAL ETF TRUST | $122.60万 | 0.16% | 32,905 | 32,905 | — | $122.60万 | 新建仓 |
| VB | VANGUARD INDEX FDS | $119.49万 | 0.15% | 3,942 | 352 | 9.8% | $10.67万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $119.22万 | 0.15% | 22,597 | 22,597 | — | $119.22万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $118.20万 | 0.15% | 4,654 | 643 | 16.0% | $16.33万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $116.98万 | 0.15% | 4,096 | 1,137 | 38.4% | $32.47万 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $114.91万 | 0.15% | 41,831 | 53 | 0.1% | $1,456 | 加仓 |
| DE | DEERE & CO | $112.86万 | 0.14% | 1,779 | 7 | 0.4% | $4,441 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $112.80万 | 0.14% | 19,971 | 4,267 | 27.2% | $24.10万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $110.53万 | 0.14% | 5,802 | 5,802 | — | $110.53万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $110.27万 | 0.14% | 20,763 | 6,040 | 41.0% | $32.08万 | 加仓 |
| XAGG | MORGAN STANLEY ETF TRUST | $109.44万 | 0.14% | 21,892 | 21,892 | — | $109.44万 | 新建仓 |
| SCHM | SCHWAB STRATEGIC TR | $107.92万 | 0.14% | 29,269 | 2,115 | 7.8% | $7.80万 | 加仓 |
| IMCG | ISHARES TR | $107.10万 | 0.14% | 10,895 | 200 | 1.9% | $1.97万 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $106.58万 | 0.14% | 26,860 | 26,860 | — | $106.58万 | 新建仓 |
| FDMO | FIDELITY COVINGTON TRUST | $106.33万 | 0.14% | 10,787 | 10,787 | — | $106.33万 | 新建仓 |
| KLAC | KLA CORP | $105.60万 | 0.13% | 3,500 | 120 | 3.6% | $3.62万 | 加仓 |
| VV | VANGUARD INDEX FDS | $105.31万 | 0.13% | 3,062 | 107 | 3.6% | $3.68万 | 加仓 |
| MRK | MERCK & CO INC | $103.11万 | 0.13% | 8,024 | 6,006 | 297.6% | $77.17万 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $102.52万 | 0.13% | 13,438 | -129 | -1.0% | -$9,842 | 减仓 |
| DHR | DANAHER CORP DEL | $100.78万 | 0.13% | 5,291 | 62 | 1.2% | $1.18万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $98.79万 | 0.13% | 12,057 | 12,057 | — | $98.79万 | 新建仓 |
| VBR | VANGUARD INDEX FDS | $98.44万 | 0.13% | 4,051 | -255 | -5.9% | -$6.20万 | 减仓 |
| VDE | VANGUARD WORLD FD | $97.42万 | 0.12% | 6,489 | 165 | 2.6% | $2.48万 | 加仓 |
| CSCO | CISCO SYS INC | $94.67万 | 0.12% | 8,060 | 1,714 | 27.0% | $20.13万 | 加仓 |
| BALT | INNOVATOR ETFS TRUST | $94.11万 | 0.12% | 27,462 | -75 | -0.3% | -$2,570 | 减仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $93.93万 | 0.12% | 13,899 | 1,263 | 10.0% | $8.54万 | 加仓 |
| ABBV | ABBVIE INC | $92.74万 | 0.12% | 3,685 | 1,126 | 44.0% | $28.34万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $91.32万 | 0.12% | 4,190 | 1,287 | 44.3% | $28.05万 | 加仓 |
| AGG | ISHARES TR | $90.58万 | 0.12% | 9,151 | -1,324 | -12.6% | -$13.10万 | 减仓 |