Wiser Advisor Group LLC
PHOENIX AZ · SEC CIK 0002011550
$9,133.46万2026Q2 申报市值
229持仓数
44.6%前十大占比 · 第一大 6.3%
9 / 4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
BUFR 加仓+$63.73万
BRK/B 加仓+$35.13万
AMZN 加仓+$30.03万
MSFT 加仓+$28.31万
GILD 新建仓+$3.02万
2026Q2 卖出最多 按季末市值估算
HD 清仓-$124.81万
AAPL 减仓-$53.85万
VUG 减仓-$21.12万
VNM 清仓-$20.17万
VB 减仓-$18.86万
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 |
|---|---|---|---|---|---|---|---|---|
| HD | HOME DEPOT | $0 | 0.00% | 0 | -3,795 | -100.0% | -$124.81万 | 清仓 |
| VNM | VANECK VIETNAM | $0 | 0.00% | 0 | -11,651 | -100.0% | -$20.17万 | 清仓 |
| IVW | ISHARES S&P | $0 | 0.00% | 0 | -5 | -100.0% | -$566 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -9 | -100.0% | -$234 | 清仓 |
| GRAL | GRAIL INC | $68 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| NAK | NORTHERN DYNASTY | $192 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP | $260 | 0.00% | 9 | 9 | — | $260 | 新建仓 |
| BV | BRIGHTVIEW HOLDINGS | $340 | 0.00% | 24 | 24 | — | $340 | 新建仓 |
| NTSX | WISDOMTREE U S | $1,153 | 0.00% | 20 | 1 | 5.3% | $58 | 加仓 |
| IXUS | ISHARES CORE | $1,785 | 0.00% | 19 | 1 | 5.6% | $94 | 加仓 |
| FIS | FIDELITY NATIONAL | $1,869 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| RACE | FERRARI NV | $1,880 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD | $2,039 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED | $2,042 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD EXTENDED | $2,043 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| SCHR | SCHWAB INTERMEDIATE | $2,139 | 0.00% | 87 | 1 | 1.2% | $25 | 加仓 |
| CWH | CAMPING WORLD | $2,501 | 0.00% | 328 | 0 | 0.0% | — | 不变 |
| ZM | ZOOM COMMUNICATIONS | $2,762 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| YUMC | YUM CHINA | $3,007 | 0.00% | 74 | 1 | 1.4% | $41 | 加仓 |
| SONY | SONY GROUP | $3,030 | 0.00% | 151 | 0 | 0.0% | — | 不变 |
| DUOL | DUOLINGO INC | $3,106 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| OSG | OCTAVE SPECIALTY | $3,120 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| FDXF | FEDEX FREIGHT | $3,171 | 0.00% | 21 | 21 | — | $3,171 | 新建仓 |
| ING | ING GROEP | $3,187 | 0.00% | 102 | 3 | 3.0% | $94 | 加仓 |
| EMB | ISHARES JPMORGAN | $3,312 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| PNW | PINNACLE WEST | $3,531 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| GBCI | GLACIER BANCORP | $3,742 | 0.00% | 73 | 1 | 1.4% | $51 | 加仓 |
| AIAI | AIAI HOLDINGS | $3,811 | 0.00% | 274 | 274 | — | $3,811 | 新建仓 |
| HSBC | HSBC HOLDINGS | $3,899 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS | $4,027 | 0.00% | 95 | 1 | 1.1% | $42 | 加仓 |
| NGG | NATIONAL GRID | $4,462 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WATER | $4,516 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| F | FORD MOTOR | $4,915 | 0.01% | 354 | 3 | 0.9% | $42 | 加仓 |
| VMBS | VANGUARD MORTGAGE | $5,026 | 0.01% | 107 | 1 | 0.9% | $47 | 加仓 |
| CCK | CROWN HOLDINGS | $5,098 | 0.01% | 46 | 1 | 2.2% | $111 | 加仓 |
| NKE | NIKE INC | $5,131 | 0.01% | 125 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN | $5,171 | 0.01% | 82 | 0 | 0.0% | — | 不变 |
| PEGA | PEGASYSTEMS INC | $5,310 | 0.01% | 177 | 0 | 0.0% | — | 不变 |
| FNDA | SCHWAB FUNDAMENTAL | $5,433 | 0.01% | 143 | 1 | 0.7% | $38 | 加仓 |
| BNDX | VANGUARD TOTAL | $5,455 | 0.01% | 113 | 1 | 0.9% | $48 | 加仓 |
| TSCO | TRACTOR SUPPLY | $5,490 | 0.01% | 174 | 2 | 1.2% | $63 | 加仓 |
| PRSU | PURSUIT ATTRACTIONS | $5,597 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| SWK | STANLEY BLACK | $5,779 | 0.01% | 61 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $5,817 | 0.01% | 281 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES RUSSELL | $6,009 | 0.01% | 20 | 0 | 0.0% | — | 不变 |
| AKAM | AKAMAI TECHNOLOGIES | $7,093 | 0.01% | 60 | 60 | — | $7,093 | 新建仓 |
| FNDF | SCHWAB FUNDAMENTAL | $7,395 | 0.01% | 140 | 1 | 0.7% | $53 | 加仓 |
| TGT | TARGET CORP | $7,882 | 0.01% | 60 | 0 | 0.0% | — | 不变 |
| KSA | ISHARES MSCI | $8,072 | 0.01% | 216 | 3 | 1.4% | $112 | 加仓 |
| BCS | BARCLAYS PLC | $8,108 | 0.01% | 302 | 0 | 0.0% | — | 不变 |
| J | JACOBS SOLUTIONS | $8,190 | 0.01% | 65 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS | $8,374 | 0.01% | 25 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS | $8,394 | 0.01% | 46 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB FUNDAMENTAL | $8,898 | 0.01% | 286 | 1 | 0.4% | $31 | 加仓 |
| ARE | ALEXANDRIA REAL | $9,017 | 0.01% | 171 | 3 | 1.8% | $158 | 加仓 |
| KMB | KIMBERLY CLARK | $9,111 | 0.01% | 83 | 0 | 0.0% | — | 不变 |
| AIRR | FIRST TRUST | $9,336 | 0.01% | 70 | 0 | 0.0% | — | 不变 |
| REAL | THE REALREAL | $9,432 | 0.01% | 800 | 0 | 0.0% | — | 不变 |
| MCHP | MICROCHIP TECHNOLOGY | $9,623 | 0.01% | 106 | 1 | 1.0% | $91 | 加仓 |
| PYPL | PAYPAL HOLDINGS | $9,626 | 0.01% | 223 | 1 | 0.5% | $43 | 加仓 |
| GMED | GLOBUS MEDICAL | $9,640 | 0.01% | 122 | 0 | 0.0% | — | 不变 |
| HONA | HONEYWELL AEROSPACE | $1.04万 | 0.01% | 47 | 47 | — | $1.04万 | 新建仓 |
| ESGU | ISHARES ESG | $1.05万 | 0.01% | 64 | 0 | 0.0% | — | 不变 |
| RXO | RXO INC | $1.07万 | 0.01% | 387 | 0 | 0.0% | — | 不变 |
| BXMT | BLACKSTONE MORTGAGE | $1.07万 | 0.01% | 634 | 15 | 2.4% | $254 | 加仓 |
| HON | HONEYWELL INTL | $1.07万 | 0.01% | 48 | -47 | -49.5% | -$1.05万 | 减仓 |
| SPCX | SPACE EXPLORATION | $1.08万 | 0.01% | 63 | 63 | — | $1.08万 | 新建仓 |
| BA | BOEING COMPANY | $1.10万 | 0.01% | 51 | 0 | 0.0% | — | 不变 |
| COLD | AMERICOLD REALTY | $1.11万 | 0.01% | 708 | 13 | 1.9% | $204 | 加仓 |
| CARR | CARRIER GLOBAL | $1.11万 | 0.01% | 152 | 1 | 0.7% | $73 | 加仓 |
| GD | GENERAL DYNAMICS | $1.17万 | 0.01% | 33 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $1.22万 | 0.01% | 78 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $1.27万 | 0.01% | 526 | 9 | 1.7% | $217 | 加仓 |
| CSX | CSX CORP | $1.27万 | 0.01% | 267 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD FSTE | $1.27万 | 0.01% | 213 | 17 | 8.7% | $1,015 | 加仓 |
| DASH | DOORDASH INC | $1.29万 | 0.01% | 70 | 0 | 0.0% | — | 不变 |
| PFFA | VIRTUS INFRACAP | $1.29万 | 0.01% | 628 | 15 | 2.4% | $309 | 加仓 |
| WEC | WEC ENERGY | $1.30万 | 0.01% | 111 | 0 | 0.0% | — | 不变 |
| TMFC | MOTLEY FOOL | $1.31万 | 0.01% | 171 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD TOTAL | $1.31万 | 0.01% | 35 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $1.33万 | 0.01% | 43 | 1 | 2.4% | $310 | 加仓 |
| SCHB | SCHWAB US | $1.36万 | 0.01% | 469 | 1 | 0.2% | $29 | 加仓 |
| EPRT | ESSENTIAL PROPERTIES | $1.42万 | 0.02% | 475 | 4 | 0.8% | $120 | 加仓 |
| GLPI | GAMING & LEISURE | $1.48万 | 0.02% | 332 | 6 | 1.8% | $267 | 加仓 |
| — | STATE STREET | $1.48万 | 0.02% | 112 | 0 | 0.0% | — | 不变 |
| WTAI | WISDOMTREE ARTIFICIAL | $1.48万 | 0.02% | 312 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $1.53万 | 0.02% | 109 | 0 | 0.0% | — | 不变 |
| AMLP | ALERIAN MLP | $1.58万 | 0.02% | 305 | 6 | 2.0% | $311 | 加仓 |
| AZN | ASTRAZENECA PLC | $1.63万 | 0.02% | 86 | 0 | 0.0% | — | 不变 |
| SQM | SOCIEDAD QUIMICA | $1.67万 | 0.02% | 225 | 0 | 0.0% | — | 不变 |
| LAMR | LAMAR ADVERTISING | $1.67万 | 0.02% | 107 | 1 | 0.9% | $156 | 加仓 |
| EXR | EXTRA SPACE | $1.78万 | 0.02% | 123 | 2 | 1.7% | $290 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE | $1.80万 | 0.02% | 72 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP | $1.81万 | 0.02% | 252 | 4 | 1.6% | $288 | 加仓 |
| GXO | GXO LOGISTICS | $1.96万 | 0.02% | 387 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES CORE | $2.03万 | 0.02% | 263 | 1 | 0.4% | $77 | 加仓 |
| DUK | DUKE ENERGY | $2.03万 | 0.02% | 160 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE | $2.06万 | 0.02% | 140 | 1 | 0.7% | $147 | 加仓 |
| VT | VANGUARD TOTAL | $2.12万 | 0.02% | 135 | 0 | 0.0% | — | 不变 |
| INVH | INVITATION HOMES | $2.12万 | 0.02% | 701 | 8 | 1.2% | $242 | 加仓 |