13F 机构持仓

Buska Wealth Management, LLC

WAUSAU WI · SEC CIK 0001910503

2026Q22026Q1 更早 9 个季度 🔒
$2.77亿2026Q2 申报市值
81持仓数
66.9%前十大占比 · 第一大 13.1%
8 / 4新建仓 / 清仓
申报市值走势$2.77亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IVV 13.1%
VIG 11.3%
SPYG 9.9%
VYM 9.9%
QQQ 6.3%
VYMI 5.0%
BUFF 3.7%
ACYN 2.7%
VCIT 2.6%
VGIT 2.4%

2026Q2 买入最多 按季末市值估算

ACYN 加仓+$634.59万
FFSM 加仓+$313.07万
VYMI 加仓+$283.69万
QTUM 加仓+$241.60万
RDVI 加仓+$227.20万

2026Q2 卖出最多 按季末市值估算

IVV 减仓-$552.15万
SPYG 减仓-$405.04万
VIG 减仓-$240.45万
HYG 减仓-$150.01万
FLOT 减仓-$143.32万

2026Q2 持仓明细 点表头排序

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
— INVESCO EXCH TRADED FD TR II $00.00%0 -9,540-100.0% -$113.51万 清仓
PDI PIMCO DYNAMIC INCOME FD $00.00%0 -35,447-100.0% -$60.65万 清仓
— INNOVATOR ETFS TRUST $00.00%0 -5,255-100.0% -$20.13万 清仓
XAWFX ALLIANCEBERNSTEIN GLOBAL HIG $00.00%0 -18,407-100.0% -$18.72万 清仓
CRF CORNERSTONE TOTAL RETURN FD $17.78万0.06%24,761 7433.1% $5,335 加仓
PDO PIMCO DYNAMIC INCOME OPRNTS $18.15万0.07%13,733 -7,414-35.1% -$9.80万 减仓
ET ENERGY TRANSFER L P $19.89万0.07%10,404 -1,421-12.0% -$2.72万 减仓
GE GE AEROSPACE $20.36万0.07%545 545— $20.36万 新建仓
CVX CHEVRON CORPORATION $20.40万0.07%1,231 978.6% $1.61万 加仓
CIBR FIRST TR EXCHANGE-TRADED FD $20.51万0.07%2,283 -1,987-46.5% -$17.85万 重新持有
MGK VANGUARD WORLD FD $20.94万0.08%2,382 1,851348.6% $16.27万 重新持有
BJUL INNOVATOR ETFS TRUST $21.02万0.08%3,871 -475-10.9% -$2.58万 减仓
— INNOVATOR ETFS TRUST $22.83万0.08%5,424 -836-13.4% -$3.52万 减仓
CLM CORNERSTONE STRATEGIC INVEST $23.13万0.08%30,596 1,1613.9% $8,777 加仓
SPSM SPDR SERIES TRUST $24.37万0.09%4,226 4,226— $24.37万 新建仓
PJUL INNOVATOR ETFS TRUST $24.58万0.09%5,036 -537-9.6% -$2.62万 减仓
VO VANGUARD INDEX FDS $25.93万0.09%3,218 3,218— $25.93万 新建仓
SPY STATE STR SPDR S&P 500 ETF T $27.00万0.10%362 10.3% $746 加仓
— FIDELITY COVINGTON TRUST $27.72万0.10%4,788 -5,967-55.5% -$34.55万 减仓
PNR PENTAIR PLC $28.41万0.10%3,706 00.0% — 不变
AVGO BROADCOM INC $28.61万0.10%757 12119.0% $4.57万 重新持有
JCI JOHNSON CONTROLS INTERNATION $29.08万0.10%1,990 00.0% — 不变
MSFT MICROSOFT CORP $29.08万0.10%780 669.2% $2.46万 加仓
SPTM SPDR SERIES TRUST $29.76万0.11%3,278 00.0% — 不变
GOOGL ALPHABET INC $31.29万0.11%875 475.7% $1.68万 加仓
KO COCA COLA CO $31.58万0.11%3,886 00.0% — 不变
SMH VANECK ETF TRUST $32.60万0.12%497 497— $32.60万 新建仓
FHLC FIDELITY COVINGTON TRUST $33.33万0.12%4,314 -475-9.9% -$3.67万 减仓
T AT&T INC $34.29万0.12%16,563 2081.3% $4,306 加仓
PCEF INVESCO EXCH TRADED FD TR II $36.17万0.13%17,808 -1,892-9.6% -$3.84万 减仓
FSTA FIDELITY COVINGTON TRUST $37.30万0.13%7,099 -1,099-13.4% -$5.77万 减仓
TT TRANE TECHNOLOGIES PLC $37.52万0.14%764 00.0% — 不变
XEL XCEL ENERGY INC $37.87万0.14%4,716 350.7% $2,810 加仓
MU MICRON TECHNOLOGY INC $37.99万0.14%329 329— $37.99万 新建仓
VOO VANGUARD INDEX FDS $39.61万0.14%577 -16-2.7% -$1.10万 减仓
CAT CATERPILLAR INC $41.96万0.15%394 00.0% — 不变
— INNOVATOR ETFS TRUST $42.02万0.15%10,464 -3,199-23.4% -$12.85万 减仓
— EXXON MOBIL CORP $42.95万0.15%3,142 311.0% $4,238 加仓
WEC WEC ENERGY GROUP INC $43.20万0.16%3,700 00.0% — 不变
SPYM SPDR SERIES TRUST $43.39万0.16%4,938 -106-2.1% -$9,315 减仓
WM WASTE MGMT INC DEL $50.78万0.18%2,279 190.8% $4,234 加仓
AAPL APPLE INC $56.70万0.20%1,959 28417.0% $8.22万 加仓
NVDA NVIDIA CORPORATION $58.98万0.21%2,947 78636.4% $15.73万 加仓
VTI VANGUARD INDEX FDS $60.79万0.22%1,643 10.1% $370 加仓
UNH UNITEDHEALTH GROUP INC $61.43万0.22%1,478 -14-0.9% -$5,819 减仓
NVT NVENT ELEC PLC $64.38万0.23%3,796 00.0% — 不变
BAUG INNOVATOR ETFS TRUST $66.70万0.24%12,440 -1,558-11.1% -$8.35万 减仓
PAUG INNOVATOR ETFS TRUST $75.00万0.27%16,433 -1,298-7.3% -$5.92万 减仓
XLK SELECT SECTOR SPDR TR $75.36万0.27%3,955 -642-14.0% -$12.23万 减仓
SCHA SCHWAB STRATEGIC TR $83.65万0.30%23,153 -1,515-6.1% -$5.47万 减仓
VTV VANGUARD INDEX FDS $87.15万0.31%3,999 70.2% $1,526 加仓
SCHD SCHWAB STRATEGIC TR $93.38万0.34%29,448 4601.6% $1.46万 加仓
IVW ISHARES TR $99.54万0.36%7,238 460.6% $6,326 加仓
SHV ISHARES TR $101.30万0.37%9,180 9,180— $101.30万 新建仓
SHY ISHARES TR $106.00万0.38%12,909 12,909— $106.00万 新建仓
— FIRST TR EXCHANGE-TRADED FD $107.29万0.39%52,236 52,236— $107.29万 新建仓
VAW VANGUARD WORLD FD $154.12万0.56%6,736 -2,382-26.1% -$54.50万 减仓
BNOV INNOVATOR ETFS TRUST $159.97万0.58%33,460 -9,389-21.9% -$44.89万 减仓
MISL FIRST TR EXCHANGE-TRADED FD $174.84万0.63%38,200 25,063190.8% $114.71万 加仓
FNCL FIDELITY COVINGTON TRUST $180.99万0.65%23,641 -17,071-41.9% -$130.69万 减仓
HYG ISHARES TR $199.04万0.72%24,889 -18,758-43.0% -$150.01万 减仓
— VANGUARD FIXED INCOME SECS F $253.56万0.91%33,874 4,45015.1% $33.31万 加仓
EEM ISHARES TR $286.11万1.03%41,823 28,918224.1% $197.83万 加仓
FIDU FIDELITY COVINGTON TRUST $289.36万1.04%29,049 -12,601-30.3% -$125.52万 减仓
RDVI FIRST TR EXCHANGE-TRADED FD $315.69万1.14%107,379 77,279256.7% $227.20万 加仓
PNOV INNOVATOR ETFS TRUST $316.38万1.14%71,337 -20,061-21.9% -$88.97万 减仓
IGSB ISHARES TR $329.56万1.19%62,881 3,3145.6% $17.37万 加仓
XAR SPDR SERIES TRUST $342.71万1.24%12,076 -4,741-28.2% -$134.55万 减仓
FFSM FIDELITY COVINGTON TRUST $486.16万1.75%127,234 81,933180.9% $313.07万 加仓
— VANGUARD MALVERN FDS $510.72万1.84%99,575 40,32068.0% $206.80万 加仓
FLOT ISHARES TR $515.50万1.86%100,980 -28,075-21.8% -$143.32万 减仓
FLRN SPDR SERIES TRUST $524.02万1.89%169,860 -46,004-21.3% -$141.92万 减仓
XLE SELECT SECTOR SPDR TR $574.26万2.07%108,127 -8,478-7.3% -$45.03万 减仓
QTUM ETF SER SOLUTIONS $609.64万2.20%36,863 14,60965.6% $241.60万 加仓
IEUR ISHARES TR $637.50万2.30%84,808 8,12310.6% $61.06万 加仓
VGIT VANGUARD SCOTTSDALE FDS $653.42万2.36%110,787 -5,681-4.9% -$33.51万 减仓
VCIT VANGUARD SCOTTSDALE FDS $713.55万2.57%86,334 7,2129.1% $59.61万 加仓
ACYN FIRST TR EXCHANGE-TRADED FD $745.42万2.69%358,548 305,239572.6% $634.59万 加仓
BUFF INNOVATOR ETFS TRUST $1,036.94万3.74%196,837 5,9573.1% $31.38万 加仓
VYMI VANGUARD WHITEHALL FDS $1,399.76万5.05%142,542 28,88925.4% $283.69万 加仓
QQQ INVESCO QQQ TR $1,740.36万6.28%23,633 -177-0.7% -$13.03万 减仓
VYM VANGUARD WHITEHALL FDS $2,734.23万9.86%173,020 -6,016-3.4% -$95.07万 减仓
SPYG SPDR SERIES TRUST $2,749.72万9.92%231,088 -34,040-12.8% -$405.04万 减仓
VIG VANGUARD SPECIALIZED FUNDS $3,123.15万11.26%131,990 -10,162-7.1% -$240.45万 减仓
IVV ISHARES TR $3,642.71万13.14%48,642 -7,373-13.2% -$552.15万 减仓