Buska Wealth Management, LLC
WAUSAU WI · SEC CIK 0001910503
$2.49亿2026Q1 申报市值
74持仓数
70.0%前十大占比 · 第一大 14.7%
7 / 5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
VYMI 加仓+$227.88万
FFSM 新建仓+$144.74万
VANGUARD MALVERN 加仓+$143.30万
QTUM 加仓+$120.43万
IEUR 加仓+$112.99万
2026Q1 卖出最多 按季末市值估算
IVV 减仓-$584.04万
SPYG 减仓-$376.93万
VIG 减仓-$365.62万
VYM 减仓-$274.46万
XAR 减仓-$191.55万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $3,658.98万 | 14.70% | 56,015 | -8,941 | -13.8% | -$584.04万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $3,057.13万 | 12.28% | 142,152 | -17,001 | -10.7% | -$365.62万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $2,651.52万 | 10.65% | 179,036 | -18,532 | -9.4% | -$274.46万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $2,595.87万 | 10.43% | 265,128 | -38,498 | -12.7% | -$376.93万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,374.29万 | 5.52% | 23,810 | -1,647 | -6.5% | -$95.06万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $1,071.07万 | 4.30% | 113,653 | 24,181 | 27.0% | $227.88万 | 加仓 |
| BUFF | INNOVATOR ETFS TRUST | $943.14万 | 3.79% | 190,880 | 16,392 | 9.4% | $80.99万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $714.32万 | 2.87% | 116,605 | -19,557 | -14.4% | -$119.81万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $693.57万 | 2.79% | 116,468 | -6,058 | -4.9% | -$36.08万 | 减仓 |
| FLRN | SPDR SERIES TRUST | $664.43万 | 2.67% | 215,864 | -26,533 | -10.9% | -$81.67万 | 减仓 |
| FLOT | ISHARES TR | $657.54万 | 2.64% | 129,055 | -15,964 | -11.0% | -$81.34万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $654.74万 | 2.63% | 79,122 | 4,020 | 5.4% | $33.27万 | 加仓 |
| IEUR | ISHARES TR | $538.87万 | 2.16% | 76,685 | 16,080 | 26.5% | $112.99万 | 加仓 |
| XAR | SPDR SERIES TRUST | $427.12万 | 1.72% | 16,817 | -7,542 | -31.0% | -$191.55万 | 减仓 |
| PNOV | INNOVATOR ETFS TRUST | $373.45万 | 1.50% | 91,398 | -32,921 | -26.5% | -$134.52万 | 减仓 |
| FIDU | FIDELITY COVINGTON TRUST | $360.35万 | 1.45% | 41,650 | -15,373 | -27.0% | -$133.01万 | 减仓 |
| HYG | ISHARES TR | $347.25万 | 1.39% | 43,647 | -13,723 | -23.9% | -$109.18万 | 减仓 |
| IGSB | ISHARES TR | $313.08万 | 1.26% | 59,567 | 256 | 0.4% | $1.35万 | 加仓 |
| — | VANGUARD MALVERN FDS | $302.22万 | 1.21% | 59,255 | 28,095 | 90.2% | $143.30万 | 加仓 |
| FNCL | FIDELITY COVINGTON TRUST | $285.80万 | 1.15% | 40,712 | -2,643 | -6.1% | -$18.55万 | 减仓 |
| QTUM | ETF SER SOLUTIONS | $238.79万 | 0.96% | 22,254 | 11,224 | 101.8% | $120.43万 | 加仓 |
| — | VANGUARD FIXED INCOME SECS F | $218.94万 | 0.88% | 29,424 | 14,037 | 91.2% | $104.45万 | 加仓 |
| VAW | VANGUARD WORLD FD | $205.46万 | 0.83% | 9,118 | -3,384 | -27.1% | -$76.25万 | 减仓 |
| BNOV | INNOVATOR ETFS TRUST | $184.35万 | 0.74% | 42,849 | -14,172 | -24.9% | -$60.97万 | 减仓 |
| FFSM | FIDELITY COVINGTON TRUST | $144.74万 | 0.58% | 45,301 | 45,301 | — | $144.74万 | 新建仓 |
| — | INVESCO EXCH TRADED FD TR II | $113.51万 | 0.46% | 9,540 | -4,572 | -32.4% | -$54.40万 | 减仓 |
| ACYN | FIRST TR EXCHANGE-TRADED FD | $108.64万 | 0.44% | 53,309 | 53,309 | — | $108.64万 | 新建仓 |
| SCHD | SCHWAB STRATEGIC TR | $88.93万 | 0.36% | 28,988 | -3,453 | -10.6% | -$10.59万 | 减仓 |
| IVW | ISHARES TR | $81.35万 | 0.33% | 7,192 | -1,130 | -13.6% | -$12.78万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $78.33万 | 0.31% | 3,992 | -569 | -12.5% | -$11.16万 | 减仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $76.91万 | 0.31% | 30,100 | 30,100 | — | $76.91万 | 新建仓 |
| PAUG | INNOVATOR ETFS TRUST | $75.75万 | 0.30% | 17,731 | -4,921 | -21.7% | -$21.02万 | 减仓 |
| EEM | ISHARES TR | $73.29万 | 0.29% | 12,905 | 12,905 | — | $73.29万 | 新建仓 |
| SCHA | SCHWAB STRATEGIC TR | $71.73万 | 0.29% | 24,668 | 24,668 | — | $71.73万 | 新建仓 |
| BAUG | INNOVATOR ETFS TRUST | $68.38万 | 0.27% | 13,998 | -3,968 | -22.1% | -$19.38万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $61.09万 | 0.25% | 4,597 | -658 | -12.5% | -$8.74万 | 减仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $60.65万 | 0.24% | 35,447 | -3,611 | -9.2% | -$6.18万 | 减仓 |
| MISL | FIRST TR EXCHANGE-TRADED FD | $58.74万 | 0.24% | 13,137 | 13,137 | — | $58.74万 | 新建仓 |
| — | EXXON MOBIL CORP | $52.78万 | 0.21% | 3,111 | 1 | 0.0% | $170 | 加仓 |
| VTI | VANGUARD INDEX FDS | $52.69万 | 0.21% | 1,642 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $51.94万 | 0.21% | 2,260 | -107 | -4.5% | -$2.46万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $50.92万 | 0.20% | 13,663 | -4,733 | -25.7% | -$17.64万 | 减仓 |
| T | AT&T INC | $47.41万 | 0.19% | 16,355 | 5,440 | 49.8% | $15.77万 | 加仓 |
| NVT | NVENT ELEC PLC | $44.90万 | 0.18% | 3,796 | 0 | 0.0% | — | 不变 |
| FSTA | FIDELITY COVINGTON TRUST | $42.90万 | 0.17% | 8,198 | -6,131 | -42.8% | -$32.08万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $42.83万 | 0.17% | 3,700 | 832 | 29.0% | $9.63万 | 加仓 |
| AAPL | APPLE INC | $42.52万 | 0.17% | 1,675 | -187 | -10.0% | -$4.75万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $40.37万 | 0.16% | 1,492 | 0 | 0.0% | — | 不变 |
| — | FIDELITY COVINGTON TRUST | $39.71万 | 0.16% | 10,755 | -2,802 | -20.7% | -$10.34万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $38.61万 | 0.16% | 5,044 | 20 | 0.4% | $1,531 | 加仓 |
| NVDA | NVIDIA CORPORATION | $37.69万 | 0.15% | 2,161 | -522 | -19.5% | -$9.10万 | 减仓 |
| XEL | XCEL ENERGY INC | $37.19万 | 0.15% | 4,681 | 35 | 0.8% | $2,781 | 加仓 |
| PCEF | INVESCO EXCH TRADED FD TR II | $37.08万 | 0.15% | 19,700 | -4,068 | -17.1% | -$7.66万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $35.42万 | 0.14% | 593 | -32 | -5.1% | -$1.91万 | 减仓 |
| FHLC | FIDELITY COVINGTON TRUST | $33.70万 | 0.14% | 4,789 | -4,441 | -48.1% | -$31.25万 | 减仓 |
| PNR | PENTAIR PLC | $32.28万 | 0.13% | 3,706 | -13 | -0.3% | -$1,132 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $31.84万 | 0.13% | 764 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $29.55万 | 0.12% | 3,886 | -6 | -0.2% | -$456 | 减仓 |
| CAT | CATERPILLAR INC | $27.90万 | 0.11% | 394 | 0 | 0.0% | — | 不变 |
| PDO | PIMCO DYNAMIC INCOME OPRNTS | $27.34万 | 0.11% | 21,147 | -691 | -3.2% | -$8,935 | 减仓 |
| MSFT | MICROSOFT CORP | $26.44万 | 0.11% | 714 | 23 | 3.3% | $8,518 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $26.06万 | 0.10% | 1,990 | 0 | 0.0% | — | 不变 |
| SPTM | SPDR SERIES TRUST | $25.92万 | 0.10% | 3,278 | 0 | 0.0% | — | 不变 |
| PJUL | INNOVATOR ETFS TRUST | $25.62万 | 0.10% | 5,573 | -683 | -10.9% | -$3.14万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $24.63万 | 0.10% | 6,260 | -1,815 | -22.5% | -$7.14万 | 减仓 |
| GOOGL | ALPHABET INC | $23.82万 | 0.10% | 828 | -306 | -27.0% | -$8.80万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $23.49万 | 0.09% | 361 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $23.46万 | 0.09% | 1,134 | 1,134 | — | $23.46万 | 新建仓 |
| ET | ENERGY TRANSFER L P | $22.82万 | 0.09% | 11,825 | -4,444 | -27.3% | -$8.58万 | 减仓 |
| BJUL | INNOVATOR ETFS TRUST | $21.59万 | 0.09% | 4,346 | -662 | -13.2% | -$3.29万 | 减仓 |
| CLM | CORNERSTONE STRATEGIC INVEST | $21.43万 | 0.09% | 29,435 | 802 | 2.8% | $5,838 | 加仓 |
| — | INNOVATOR ETFS TRUST | $20.13万 | 0.08% | 5,255 | -682 | -11.5% | -$2.61万 | 减仓 |
| XAWFX | ALLIANCEBERNSTEIN GLOBAL HIG | $18.72万 | 0.08% | 18,407 | -704 | -3.7% | -$7,160 | 减仓 |
| CRF | CORNERSTONE TOTAL RETURN FD | $16.69万 | 0.07% | 24,018 | 622 | 2.7% | $4,323 | 加仓 |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | $0 | 0.00% | 0 | -38,013 | -100.0% | -$48.96万 | 清仓 |
| CIBR | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PMAR | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -6,102 | -100.0% | -$27.42万 | 清仓 |
| BMAR | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -4,693 | -100.0% | -$24.90万 | 清仓 |
| AVGO | BROADCOM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PPH | VANECK ETF TRUST | $0 | 0.00% | 0 | -2,131 | -100.0% | -$21.98万 | 清仓 |
| MGK | VANGUARD WORLD FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XLU | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -4,797 | -100.0% | -$20.48万 | 清仓 |