Wiser Advisor Group LLC
PHOENIX AZ · SEC CIK 0002011550
$8,271.98万2026Q1 申报市值
224持仓数
41.8%前十大占比 · 第一大 6.7%
8 / 17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
BUFR 加仓+$217.02万
BX 加仓+$99.41万
NUE 新建仓+$71.87万
MLPA 加仓+$53.73万
SCHA 加仓+$27.46万
2026Q1 卖出最多 按季末市值估算
AKRE 清仓-$280.51万
RACE 减仓-$71.67万
ZM 减仓-$57.71万
NVO 清仓-$38.68万
GOOGL 减仓-$32.09万
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 |
|---|---|---|---|---|---|---|---|---|
| AZN | ASTRAZENECA PLC | $1.70万 | 0.02% | 86 | 86 | — | $1.70万 | 新建仓 |
| INVH | INVITATION HOMES | $1.72万 | 0.02% | 693 | 7 | 1.0% | $174 | 加仓 |
| IJH | ISHARES CORE | $1.77万 | 0.02% | 262 | -95 | -26.6% | -$6,425 | 减仓 |
| SQM | SOCIEDAD QUIMICA | $1.82万 | 0.02% | 225 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD TOTAL | $1.86万 | 0.02% | 135 | -12 | -8.2% | -$1,657 | 减仓 |
| IHG | INTERCONTINENTAL HOTELS | $1.88万 | 0.02% | 140 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $1.90万 | 0.02% | 212 | 1 | 0.5% | $90 | 加仓 |
| NNN | NNN REIT | $1.94万 | 0.02% | 462 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $1.95万 | 0.02% | 276 | 2 | 0.7% | $141 | 加仓 |
| MMM | 3M COMPANY | $1.96万 | 0.02% | 135 | 1 | 0.7% | $145 | 加仓 |
| GXO | GXO LOGISTICS | $2.01万 | 0.02% | 387 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE | $2.01万 | 0.02% | 139 | 1 | 0.7% | $145 | 加仓 |
| DUK | DUKE ENERGY | $2.09万 | 0.03% | 160 | 1 | 0.6% | $131 | 加仓 |
| KIM | KIMCO REALTY | $2.15万 | 0.03% | 955 | 11 | 1.2% | $247 | 加仓 |
| — | HONEYWELL INTL | $2.16万 | 0.03% | 95 | 0 | 0.0% | — | 不变 |
| MGM | MGM RESORTS | $2.18万 | 0.03% | 590 | 0 | 0.0% | — | 不变 |
| XMMO | INVESCO S&P | $2.19万 | 0.03% | 151 | 0 | 0.0% | — | 不变 |
| KRC | KILROY RLTY CORP | $2.21万 | 0.03% | 785 | 11 | 1.4% | $310 | 加仓 |
| ABBV | ABBVIE INC | $2.23万 | 0.03% | 102 | 0 | 0.0% | — | 不变 |
| IBRX | IMMUNITYBIO INC | $2.30万 | 0.03% | 3,000 | 1,000 | 50.0% | $7,670 | 加仓 |
| SPY | STATE STREET | $2.31万 | 0.03% | 36 | 1 | 2.9% | $642 | 加仓 |
| HR | HEALTHCARE REALTY | $2.40万 | 0.03% | 1,411 | 18 | 1.3% | $306 | 加仓 |
| BRX | BRIXMOR PROPERTY | $2.41万 | 0.03% | 838 | 10 | 1.2% | $288 | 加仓 |
| NET | CLOUDFLARE INC | $2.50万 | 0.03% | 121 | 0 | 0.0% | — | 不变 |
| CCI | CROWN CASTLE | $2.52万 | 0.03% | 311 | 5 | 1.6% | $406 | 加仓 |
| BAC | BANK AMERICA | $2.53万 | 0.03% | 519 | -755 | -59.3% | -$3.68万 | 减仓 |
| CUBE | CUBESMART | $2.57万 | 0.03% | 702 | 9 | 1.3% | $330 | 加仓 |
| ELS | EQUITY LIFESTYLE | $2.59万 | 0.03% | 415 | 3 | 0.7% | $187 | 加仓 |
| TOL | TOLL BROTHERS | $2.67万 | 0.03% | 196 | 0 | 0.0% | — | 不变 |
| REXR | REXFORD INDUSTRIAL | $2.74万 | 0.03% | 838 | 8 | 1.0% | $262 | 加仓 |
| TRNO | TERRENO REALTY | $2.79万 | 0.03% | 454 | 4 | 0.9% | $246 | 加仓 |
| ABNB | AIRBNB INC | $2.83万 | 0.03% | 224 | 0 | 0.0% | — | 不变 |
| FC | FRANKLIN COVEY | $2.86万 | 0.03% | 1,812 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $2.89万 | 0.03% | 186 | 1 | 0.5% | $156 | 加仓 |
| AGG | ISHARES CORE | $2.91万 | 0.04% | 293 | 2 | 0.7% | $198 | 加仓 |
| COIN | COINBASE GLOBAL | $2.95万 | 0.04% | 169 | -24 | -12.4% | -$4,191 | 减仓 |
| VTR | VENTAS INC | $3.19万 | 0.04% | 390 | 3 | 0.8% | $245 | 加仓 |
| DOC | HEALTHPEAK PPTYS | $3.34万 | 0.04% | 2,034 | 36 | 1.8% | $592 | 加仓 |
| ADC | AGREE REALTY | $3.47万 | 0.04% | 460 | 5 | 1.1% | $377 | 加仓 |
| SHEL | SHELL PLC | $3.67万 | 0.04% | 395 | 4 | 1.0% | $372 | 加仓 |
| AEE | AMEREN CORP | $3.70万 | 0.04% | 337 | 0 | 0.0% | — | 不变 |
| UAL | UNITED AIRLINES | $3.94万 | 0.05% | 428 | 0 | 0.0% | — | 不变 |
| VICI | VICI PROPERTIES | $3.99万 | 0.05% | 1,462 | 24 | 1.7% | $656 | 加仓 |
| VV | VANGUARD LARGE | $4.15万 | 0.05% | 139 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $4.18万 | 0.05% | 172 | 0 | 0.0% | — | 不变 |
| LITE | LUMENTUM HOLDINGS | $4.29万 | 0.05% | 61 | 60 | 6,000.0% | $4.22万 | 加仓 |
| DLR | DIGITAL REALTY | $4.42万 | 0.05% | 245 | -9 | -3.5% | -$1,624 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $4.42万 | 0.05% | 131 | 0 | 0.0% | — | 不变 |
| MPLX | MPLX | $4.48万 | 0.05% | 786 | 15 | 1.9% | $856 | 加仓 |
| SUI | SUN COMMUNITIES | $4.54万 | 0.05% | 360 | 3 | 0.8% | $378 | 加仓 |
| UDR | UDR INC | $4.57万 | 0.06% | 1,352 | 15 | 1.1% | $507 | 加仓 |
| VXUS | VANGUARD TOTAL | $4.66万 | 0.06% | 604 | 17 | 2.9% | $1,311 | 加仓 |
| HST | HOST HOTELS | $4.67万 | 0.06% | 2,435 | 46 | 1.9% | $881 | 加仓 |
| — | AVALONBAY COMMNTYS | $4.79万 | 0.06% | 293 | 3 | 1.0% | $490 | 加仓 |
| SCHW | SCHWAB CHARLES | $5.17万 | 0.06% | 550 | 2 | 0.4% | $188 | 加仓 |
| SYK | STRYKER CORP | $5.45万 | 0.07% | 166 | 0 | 0.0% | — | 不变 |
| NDAQ | NASDAQ INC | $5.55万 | 0.07% | 654 | 2 | 0.3% | $170 | 加仓 |
| O | REALTY INCOME | $5.79万 | 0.07% | 947 | 12 | 1.3% | $734 | 加仓 |
| RDVY | FIRST TRUST | $6.30万 | 0.08% | 923 | 3 | 0.3% | $205 | 加仓 |
| EQIX | EQUINIX INC | $6.55万 | 0.08% | 67 | 1 | 1.5% | $978 | 加仓 |
| CMG | CHIPOTLE MEXICAN | $6.56万 | 0.08% | 2,050 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN | $6.64万 | 0.08% | 110 | 2 | 1.9% | $1,208 | 加仓 |
| DGX | QUEST DIAGNOSTICS | $6.66万 | 0.08% | 340 | 2 | 0.6% | $392 | 加仓 |
| MAR | MARRIOTT INTL | $6.69万 | 0.08% | 205 | 1 | 0.5% | $326 | 加仓 |
| NEE | NEXTERA ENERGY | $6.72万 | 0.08% | 723 | -149 | -17.1% | -$1.38万 | 减仓 |
| VEA | VANGUARD FTSE | $7.10万 | 0.09% | 1,108 | -222 | -16.7% | -$1.42万 | 减仓 |
| — | INVESCO S&P | $7.48万 | 0.09% | 1,818 | 0 | 0.0% | — | 不变 |
| XPO | XPO INC | $7.53万 | 0.09% | 387 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORP | $7.78万 | 0.09% | 376 | 4 | 1.1% | $828 | 加仓 |
| MRK | MERCK & COMPANY | $8.00万 | 0.10% | 665 | 5 | 0.8% | $602 | 加仓 |
| AXP | AMERICAN EXPRESS | $8.05万 | 0.10% | 266 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES | $8.15万 | 0.10% | 557 | 264 | 90.1% | $3.86万 | 加仓 |
| LOW | LOWES COMPANIES | $8.19万 | 0.10% | 346 | 1 | 0.3% | $237 | 加仓 |
| AMT | AMERICAN TOWER | $8.28万 | 0.10% | 480 | 5 | 1.1% | $862 | 加仓 |
| NFLX | NETFLIX INC | $9.77万 | 0.12% | 1,016 | -14 | -1.4% | -$1,346 | 减仓 |
| TMO | THERMO FISHER | $10.21万 | 0.12% | 208 | 1 | 0.5% | $491 | 加仓 |
| FEZ | STATE STREET | $11.01万 | 0.13% | 1,774 | 3 | 0.2% | $186 | 加仓 |
| WM | WASTE MANAGEMENT | $11.28万 | 0.14% | 491 | 2 | 0.4% | $460 | 加仓 |
| ALL | ALLSTATE CORP | $11.29万 | 0.14% | 545 | 3 | 0.6% | $622 | 加仓 |
| ABT | ABBOTT LABORATORIES | $11.97万 | 0.14% | 1,166 | -260 | -18.2% | -$2.67万 | 减仓 |
| MMIT | NYLI MACKAY | $12.17万 | 0.15% | 5,049 | -394 | -7.2% | -$9,497 | 减仓 |
| CSCO | CISCO SYSTEMS | $12.74万 | 0.15% | 1,641 | 8 | 0.5% | $621 | 加仓 |
| WELL | WELLTOWER INC | $13.03万 | 0.16% | 659 | 2 | 0.3% | $396 | 加仓 |
| ORCL | ORACLE CORP | $13.07万 | 0.16% | 888 | 2 | 0.2% | $294 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $13.15万 | 0.16% | 538 | 2 | 0.4% | $489 | 加仓 |
| RTX | RTX CORP | $14.39万 | 0.17% | 746 | 3 | 0.4% | $579 | 加仓 |
| V | VISA INC | $18.04万 | 0.22% | 597 | 6 | 1.0% | $1,813 | 加仓 |
| IVE | ISHARES S&P | $18.64万 | 0.23% | 883 | -126 | -12.5% | -$2.66万 | 减仓 |
| FPX | FIRST TRUST | $18.72万 | 0.23% | 1,179 | -151 | -11.4% | -$2.40万 | 减仓 |
| COST | COSTCO WHOLESALE | $19.31万 | 0.23% | 194 | 0 | 0.0% | — | 不变 |
| ARKX | ARK SPACE | $19.64万 | 0.24% | 6,691 | -68 | -1.0% | -$1,996 | 减仓 |
| VNM | VANECK VIETNAM | $20.17万 | 0.24% | 11,651 | 281 | 2.5% | $4,864 | 加仓 |
| HYD | VANECK HIGH | $20.73万 | 0.25% | 4,135 | -299 | -6.7% | -$1.50万 | 减仓 |
| AVGO | BROADCOM INC | $22.79万 | 0.28% | 736 | -3 | -0.4% | -$929 | 减仓 |
| GOOG | ALPHABET INC | $23.12万 | 0.28% | 806 | 1 | 0.1% | $287 | 加仓 |
| PGX | INVESCO PFD | $29.48万 | 0.36% | 27,098 | 40 | 0.1% | $435 | 加仓 |
| IVV | ISHARES CORE | $32.58万 | 0.39% | 499 | -76 | -13.2% | -$4.96万 | 减仓 |
| QQQ | INVESCO QQQ | $35.69万 | 0.43% | 618 | 0 | 0.0% | — | 不变 |
| PZA | INVESCO NATIONAL | $38.34万 | 0.46% | 16,685 | 0 | 0.0% | — | 不变 |
| DIA | STATE STREET | $38.68万 | 0.47% | 835 | -354 | -29.8% | -$16.40万 | 减仓 |