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 |
|---|---|---|---|---|---|---|---|---|
| IUSG | ISHARES TR | $6,368.10万 | 10.16% | 410,554 | 9,295 | 2.3% | $144.17万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $4,475.34万 | 7.14% | 861,802 | 50,275 | 6.2% | $261.08万 | 加仓 |
| FMDE | FIDELITY COVINGTON TRUST | $4,409.18万 | 7.03% | 1,226,135 | 1,216,720 | 12,923.2% | $4,375.32万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $3,547.47万 | 5.66% | 609,740 | 18,655 | 3.2% | $108.53万 | 加仓 |
| UBND | VICTORY PORTFOLIOS II | $3,492.98万 | 5.57% | 1,603,758 | 1,229,384 | 328.4% | $2,677.60万 | 加仓 |
| IUSV | ISHARES TR | $3,191.48万 | 5.09% | 312,125 | 176 | 0.1% | $1.80万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $2,633.59万 | 4.20% | 619,085 | 619,085 | — | $2,633.59万 | 新建仓 |
| IVV | ISHARES TR | $2,341.59万 | 3.73% | 35,847 | 1,196 | 3.5% | $78.12万 | 加仓 |
| SMLF | ISHARES TR | $2,301.94万 | 3.67% | 304,934 | 1,168 | 0.4% | $8.82万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $2,163.43万 | 3.45% | 91,046 | 74,163 | 439.3% | $1,762.25万 | 加仓 |
| DGRO | ISHARES TR | $1,870.06万 | 2.98% | 266,466 | -381,088 | -58.9% | -$2,674.48万 | 减仓 |
| AAPL | APPLE INC | $1,367.16万 | 2.18% | 53,870 | 3,526 | 7.0% | $89.49万 | 加仓 |
| IJH | ISHARES TR | $1,295.68万 | 2.07% | 191,867 | -1,981 | -1.0% | -$13.38万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,050.92万 | 1.68% | 18,208 | -795 | -4.2% | -$45.89万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $949.56万 | 1.51% | 378,312 | 9,196 | 2.5% | $23.08万 | 加仓 |
| IXUS | ISHARES TR | $860.71万 | 1.37% | 99,343 | 1,271 | 1.3% | $11.01万 | 加仓 |
| IJR | ISHARES TR | $757.63万 | 1.21% | 60,947 | -285 | -0.5% | -$3.54万 | 减仓 |
| MSFT | MICROSOFT CORP | $711.54万 | 1.13% | 19,222 | 819 | 4.5% | $30.32万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $613.29万 | 0.98% | 9,430 | 258 | 2.8% | $16.78万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $597.66万 | 0.95% | 27,791 | 1,021 | 3.8% | $21.96万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $500.95万 | 0.80% | 109,810 | -1,933 | -1.7% | -$8.82万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $499.88万 | 0.80% | 201,972 | 7,598 | 3.9% | $18.81万 | 加仓 |
| GOOGL | ALPHABET INC | $475.27万 | 0.76% | 16,528 | 1,447 | 9.6% | $41.61万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $462.73万 | 0.74% | 26,532 | 4,812 | 22.2% | $83.92万 | 加仓 |
| AMZN | AMAZON COM INC | $453.77万 | 0.72% | 21,788 | 2,075 | 10.5% | $43.22万 | 加仓 |
| BOXX | EA SERIES TRUST | $451.04万 | 0.72% | 38,786 | 3,022 | 8.4% | $35.14万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $404.89万 | 0.65% | 138,994 | 5,589 | 4.2% | $16.28万 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $403.76万 | 0.64% | 47,552 | -186,885 | -79.7% | -$1,586.83万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $401.37万 | 0.64% | 9,189 | 265 | 3.0% | $11.58万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $397.62万 | 0.63% | 6,654 | 517 | 8.4% | $30.89万 | 加仓 |
| ILCG | ISHARES TR | $392.28万 | 0.63% | 41,085 | 942 | 2.3% | $8.99万 | 加仓 |
| IEFA | ISHARES TR | $352.63万 | 0.56% | 38,952 | 183 | 0.5% | $1.66万 | 加仓 |
| ILCV | ISHARES TR | $326.59万 | 0.52% | 35,064 | 336 | 1.0% | $3.13万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $324.27万 | 0.52% | 87,170 | 15,518 | 21.7% | $57.73万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $309.30万 | 0.49% | 16,116 | -250 | -1.5% | -$4.80万 | 减仓 |
| GLD | SPDR GOLD TR | $309.24万 | 0.49% | 7,187 | 1,072 | 17.5% | $46.13万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $305.26万 | 0.49% | 6,370 | 324 | 5.4% | $15.53万 | 加仓 |
| USTB | VICTORY PORTFOLIOS II | $298.61万 | 0.48% | 59,038 | 23,446 | 65.9% | $118.59万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $274.11万 | 0.44% | 8,544 | 780 | 10.0% | $25.02万 | 加仓 |
| VDC | VANGUARD WORLD FD | $254.23万 | 0.41% | 11,320 | 3,676 | 48.1% | $82.56万 | 加仓 |
| MGEE | MGE ENERGY INC | $245.25万 | 0.39% | 31,731 | 2,746 | 9.5% | $21.22万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $221.80万 | 0.35% | 2,226 | 117 | 5.5% | $11.66万 | 加仓 |
| MUB | ISHARES TR | $204.14万 | 0.33% | 19,231 | 521 | 2.8% | $5.53万 | 加仓 |
| IVW | ISHARES TR | $177.41万 | 0.28% | 15,685 | -115 | -0.7% | -$1.30万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $176.87万 | 0.28% | 57,649 | 18,021 | 45.5% | $55.29万 | 加仓 |
| TSLA | TESLA INC | $171.14万 | 0.27% | 4,604 | 281 | 6.5% | $10.45万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $151.46万 | 0.24% | 5,149 | 424 | 9.0% | $12.47万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $148.39万 | 0.24% | 6,945 | 248 | 3.7% | $5.30万 | 加仓 |
| VGT | VANGUARD WORLD FD | $143.06万 | 0.23% | 2,050 | 137 | 7.2% | $9.56万 | 加仓 |
| ITOT | ISHARES TR | $139.12万 | 0.22% | 9,768 | 22 | 0.2% | $3,133 | 加仓 |
| OEF | ISHARES TR | $137.66万 | 0.22% | 4,328 | 219 | 5.3% | $6.97万 | 加仓 |
| GOOG | ALPHABET INC | $132.49万 | 0.21% | 4,618 | 176 | 4.0% | $5.05万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $131.58万 | 0.21% | 8,885 | 1,484 | 20.1% | $21.98万 | 加仓 |
| META | META PLATFORMS INC | $129.76万 | 0.21% | 2,268 | 317 | 16.2% | $18.14万 | 加仓 |
| IEMG | ISHARES INC | $126.77万 | 0.20% | 18,175 | 748 | 4.3% | $5.22万 | 加仓 |
| AVGO | BROADCOM INC | $121.72万 | 0.19% | 3,933 | 613 | 18.5% | $18.97万 | 加仓 |
| V | VISA INC | $113.99万 | 0.18% | 3,772 | -33 | -0.9% | -$9,973 | 减仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $113.43万 | 0.18% | 41,778 | 2,114 | 5.3% | $5.74万 | 加仓 |
| BAC | BANK AMERICA CORP | $111.64万 | 0.18% | 22,900 | 1,199 | 5.5% | $5.85万 | 加仓 |
| VDE | VANGUARD WORLD FD | $109.44万 | 0.17% | 6,324 | 55 | 0.9% | $9,518 | 加仓 |
| AGG | ISHARES TR | $103.99万 | 0.17% | 10,475 | 1,295 | 14.1% | $12.86万 | 加仓 |
| DE | DEERE & CO | $99.84万 | 0.16% | 1,772 | -7 | -0.4% | -$3,944 | 减仓 |
| DHR | DANAHER CORP DEL | $99.14万 | 0.16% | 5,229 | -44 | -0.8% | -$8,342 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $98.06万 | 0.16% | 4,011 | 819 | 25.7% | $20.02万 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $97.36万 | 0.16% | 13,567 | -6,202 | -31.4% | -$44.50万 | 减仓 |
| NFLX | NETFLIX INC. | $96.09万 | 0.15% | 9,994 | 895 | 9.8% | $8.61万 | 加仓 |
| VB | VANGUARD INDEX FDS | $94.04万 | 0.15% | 3,590 | 758 | 26.8% | $19.86万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $93.55万 | 0.15% | 4,306 | 282 | 7.0% | $6.13万 | 加仓 |
| — | EXXON MOBIL CORP | $93.52万 | 0.15% | 5,512 | 448 | 8.8% | $7.60万 | 加仓 |
| BALT | INNOVATOR ETFS TRUST | $92.15万 | 0.15% | 27,537 | 1,500 | 5.8% | $5.02万 | 加仓 |
| CAT | CATERPILLAR INC | $91.09万 | 0.15% | 1,286 | 370 | 40.4% | $26.21万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $90.19万 | 0.14% | 14,723 | 4,741 | 47.5% | $29.04万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $89.01万 | 0.14% | 15,704 | 3,452 | 28.2% | $19.57万 | 加仓 |
| SLV | ISHARES SILVER TR | $88.36万 | 0.14% | 12,967 | 1,329 | 11.4% | $9.06万 | 加仓 |
| VV | VANGUARD INDEX FDS | $88.31万 | 0.14% | 2,955 | 1 | 0.0% | $299 | 加仓 |
| SOXX | ISHARES TR | $87.68万 | 0.14% | 2,668 | 462 | 20.9% | $15.18万 | 加仓 |
| IMCG | ISHARES TR | $84.24万 | 0.13% | 10,695 | 1,199 | 12.6% | $9.44万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $84.07万 | 0.13% | 27,154 | -68,485 | -71.6% | -$212.03万 | 减仓 |
| IMCV | ISHARES TR | $82.70万 | 0.13% | 9,754 | 865 | 9.7% | $7.33万 | 加仓 |
| XYLD | GLOBAL X FDS | $82.09万 | 0.13% | 20,979 | 3,317 | 18.8% | $12.98万 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $80.76万 | 0.13% | 12,636 | 628 | 5.2% | $4.01万 | 加仓 |
| LLY | ELI LILLY & CO | $77.99万 | 0.12% | 848 | 77 | 10.0% | $7.08万 | 加仓 |
| AMAT | APPLIED MATLS INC | $77.94万 | 0.12% | 2,280 | 112 | 5.2% | $3.83万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $77.72万 | 0.12% | 7,011 | 178 | 2.6% | $1.97万 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $77.62万 | 0.12% | 34,745 | 1,673 | 5.1% | $3.74万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $74.72万 | 0.12% | 7,929 | 822 | 11.6% | $7.75万 | 加仓 |
| MUNI | PIMCO ETF TR | $70.03万 | 0.11% | 13,418 | 27 | 0.2% | $1,409 | 加仓 |
| CVX | CHEVRON CORPORATION | $68.85万 | 0.11% | 3,328 | 543 | 19.5% | $11.23万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $66.20万 | 0.11% | 1,960 | 370 | 23.3% | $12.50万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $65.39万 | 0.10% | 4,527 | 1,054 | 30.3% | $15.22万 | 加仓 |
| FAST | FASTENAL CO | $65.05万 | 0.10% | 14,020 | 14,020 | — | $65.05万 | 新建仓 |
| IWM | ISHARES TR | $64.69万 | 0.10% | 2,609 | 0 | 0.0% | — | 不变 |
| COWZ | PACER FDS TR | $63.27万 | 0.10% | 10,114 | 78 | 0.8% | $4,880 | 加仓 |
| WMT | WALMART INC | $61.75万 | 0.10% | 4,968 | 2,240 | 82.1% | $27.84万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $61.56万 | 0.10% | 2,959 | 116 | 4.1% | $2.41万 | 加仓 |
| IVE | ISHARES TR | $59.73万 | 0.10% | 2,829 | -9 | -0.3% | -$1,900 | 减仓 |
| AGNC | AGNC INVT CORP | $58.30万 | 0.09% | 58,130 | 58,130 | — | $58.30万 | 新建仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $58.04万 | 0.09% | 3,548 | 2,055 | 137.6% | $33.61万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $57.12万 | 0.09% | 7,606 | 1 | 0.0% | $75 | 加仓 |
| VTV | VANGUARD INDEX FDS | $56.96万 | 0.09% | 2,903 | 73 | 2.6% | $1.43万 | 加仓 |