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 |
|---|---|---|---|---|---|---|---|---|
| NNN | NNN REIT | $2.15万 | 0.02% | 462 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $2.18万 | 0.02% | 213 | 1 | 0.5% | $102 | 加仓 |
| MMM | 3M COMPANY | $2.20万 | 0.02% | 136 | 1 | 0.7% | $162 | 加仓 |
| MET | METLIFE INC | $2.35万 | 0.03% | 277 | 1 | 0.4% | $85 | 加仓 |
| COIN | COINBASE GLOBAL | $2.37万 | 0.03% | 162 | -7 | -4.1% | -$1,023 | 减仓 |
| CCI | CROWN CASTLE | $2.38万 | 0.03% | 315 | 4 | 1.3% | $303 | 加仓 |
| KIM | KIMCO REALTY | $2.45万 | 0.03% | 965 | 10 | 1.0% | $253 | 加仓 |
| IHG | INTERCONTINENTAL HOTELS | $2.45万 | 0.03% | 141 | 1 | 0.7% | $174 | 加仓 |
| XMMO | INVESCO S&P | $2.57万 | 0.03% | 151 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $2.60万 | 0.03% | 103 | 1 | 1.0% | $252 | 加仓 |
| IBRX | IMMUNITYBIO INC | $2.63万 | 0.03% | 3,000 | 0 | 0.0% | — | 不变 |
| SPY | STATE STREET | $2.66万 | 0.03% | 36 | 0 | 0.0% | — | 不变 |
| BRX | BRIXMOR PROPERTY | $2.67万 | 0.03% | 846 | 8 | 1.0% | $252 | 加仓 |
| ELS | EQUITY LIFESTYLE | $2.70万 | 0.03% | 419 | 4 | 1.0% | $258 | 加仓 |
| MGM | MGM RESORTS | $2.82万 | 0.03% | 590 | 0 | 0.0% | — | 不变 |
| CUBE | CUBESMART | $2.83万 | 0.03% | 712 | 10 | 1.4% | $398 | 加仓 |
| REXR | REXFORD INDUSTRIAL | $2.84万 | 0.03% | 849 | 11 | 1.3% | $368 | 加仓 |
| HR | HEALTHCARE REALTY | $2.88万 | 0.03% | 1,428 | 17 | 1.2% | $343 | 加仓 |
| YUM | YUM BRANDS INC | $2.91万 | 0.03% | 182 | -4 | -2.2% | -$639 | 减仓 |
| AGG | ISHARES CORE | $2.93万 | 0.03% | 296 | 3 | 1.0% | $297 | 加仓 |
| BAC | BANK AMERICA | $2.96万 | 0.03% | 519 | 0 | 0.0% | — | 不变 |
| TRNO | TERRENO REALTY | $2.96万 | 0.03% | 457 | 3 | 0.7% | $194 | 加仓 |
| NET | CLOUDFLARE INC | $2.97万 | 0.03% | 121 | 0 | 0.0% | — | 不变 |
| UNP | UNION PACIFIC CORP | $2.99万 | 0.03% | 110 | 110 | — | $2.99万 | 新建仓 |
| KRC | KILROY RLTY CORP | $2.99万 | 0.03% | 799 | 14 | 1.8% | $525 | 加仓 |
| GILD | GILEAD SCIENCES | $3.02万 | 0.03% | 239 | 239 | — | $3.02万 | 新建仓 |
| SHEL | SHELL PLC | $3.09万 | 0.03% | 399 | 4 | 1.0% | $310 | 加仓 |
| ABNB | AIRBNB INC | $3.21万 | 0.04% | 224 | 0 | 0.0% | — | 不变 |
| TOL | TOLL BROTHERS | $3.23万 | 0.04% | 196 | 0 | 0.0% | — | 不变 |
| VTR | VENTAS INC | $3.48万 | 0.04% | 392 | 2 | 0.5% | $178 | 加仓 |
| ADC | AGREE REALTY | $3.52万 | 0.04% | 465 | 5 | 1.1% | $379 | 加仓 |
| ADBE | ADOBE INC | $3.53万 | 0.04% | 172 | 0 | 0.0% | — | 不变 |
| AEE | AMEREN CORP | $3.81万 | 0.04% | 337 | 0 | 0.0% | — | 不变 |
| VICI | VICI PROPERTIES | $3.94万 | 0.04% | 1,485 | 23 | 1.6% | $611 | 加仓 |
| UMC | UNITED MICROELECTRONICS | $4.00万 | 0.04% | 1,469 | 0 | 0.0% | — | 不变 |
| SUI | SUN COMMUNITIES | $4.36万 | 0.05% | 363 | 3 | 0.8% | $360 | 加仓 |
| DOC | HEALTHPEAK PPTYS | $4.42万 | 0.05% | 2,068 | 34 | 1.7% | $727 | 加仓 |
| DLR | DIGITAL REALTY | $4.43万 | 0.05% | 247 | 2 | 0.8% | $359 | 加仓 |
| FC | FRANKLIN COVEY | $4.44万 | 0.05% | 1,812 | 0 | 0.0% | — | 不变 |
| MPLX | MPLX | $4.51万 | 0.05% | 801 | 15 | 1.9% | $845 | 加仓 |
| VV | VANGUARD LARGE | $4.78万 | 0.05% | 139 | 0 | 0.0% | — | 不变 |
| NDAQ | NASDAQ INC | $5.18万 | 0.06% | 657 | 3 | 0.5% | $236 | 加仓 |
| VXUS | VANGUARD TOTAL | $5.21万 | 0.06% | 609 | 5 | 0.8% | $427 | 加仓 |
| LITE | LUMENTUM HOLDINGS | $5.23万 | 0.06% | 61 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORP | $5.24万 | 0.06% | 166 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES | $5.32万 | 0.06% | 577 | 27 | 4.9% | $2,489 | 加仓 |
| UDR | UDR INC | $5.46万 | 0.06% | 1,368 | 16 | 1.2% | $639 | 加仓 |
| — | AVALONBAY COMMNTYS | $5.59万 | 0.06% | 296 | 3 | 1.0% | $566 | 加仓 |
| LMT | LOCKHEED MARTIN | $5.63万 | 0.06% | 111 | 1 | 0.9% | $508 | 加仓 |
| UAL | UNITED AIRLINES | $5.82万 | 0.06% | 428 | 0 | 0.0% | — | 不变 |
| HST | HOST HOTELS | $5.83万 | 0.06% | 2,458 | 23 | 0.9% | $545 | 加仓 |
| O | REALTY INCOME | $5.94万 | 0.07% | 959 | 12 | 1.3% | $744 | 加仓 |
| CVX | CHEVRON CORP | $6.29万 | 0.07% | 380 | 4 | 1.1% | $662 | 加仓 |
| NEE | NEXTERA ENERGY | $6.35万 | 0.07% | 723 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES | $6.50万 | 0.07% | 557 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN | $6.97万 | 0.08% | 2,050 | 0 | 0.0% | — | 不变 |
| EQIX | EQUINIX INC | $7.00万 | 0.08% | 67 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS | $7.23万 | 0.08% | 341 | 1 | 0.3% | $212 | 加仓 |
| NFLX | NETFLIX INC | $7.25万 | 0.08% | 1,016 | 0 | 0.0% | — | 不变 |
| RDVY | FIRST TRUST | $7.50万 | 0.08% | 925 | 2 | 0.2% | $162 | 加仓 |
| MAR | MARRIOTT INTL | $7.59万 | 0.08% | 205 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COMPANIES | $7.68万 | 0.08% | 348 | 2 | 0.6% | $441 | 加仓 |
| VEA | VANGUARD FTSE | $7.91万 | 0.09% | 1,111 | 3 | 0.3% | $214 | 加仓 |
| AMT | AMERICAN TOWER | $7.93万 | 0.09% | 485 | 5 | 1.0% | $817 | 加仓 |
| XPO | XPO INC | $7.94万 | 0.09% | 387 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & COMPANY | $8.61万 | 0.09% | 670 | 5 | 0.8% | $643 | 加仓 |
| AXP | AMERICAN EXPRESS | $9.03万 | 0.10% | 267 | 1 | 0.4% | $338 | 加仓 |
| — | INVESCO S&P | $9.52万 | 0.10% | 1,818 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $9.93万 | 0.11% | 1,094 | -72 | -6.2% | -$6,533 | 减仓 |
| TMO | THERMO FISHER | $10.42万 | 0.11% | 208 | 0 | 0.0% | — | 不变 |
| WM | WASTE MANAGEMENT | $10.99万 | 0.12% | 493 | 2 | 0.4% | $446 | 加仓 |
| FEZ | STATE STREET | $12.38万 | 0.14% | 1,803 | 29 | 1.6% | $1,992 | 加仓 |
| MMIT | NYLI MACKAY | $12.41万 | 0.14% | 5,097 | 48 | 1.0% | $1,169 | 加仓 |
| ALL | ALLSTATE CORP | $13.03万 | 0.14% | 548 | 3 | 0.6% | $713 | 加仓 |
| ORCL | ORACLE CORP | $13.06万 | 0.14% | 891 | 3 | 0.3% | $440 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $13.73万 | 0.15% | 540 | 2 | 0.4% | $508 | 加仓 |
| RTX | RTX CORP | $14.21万 | 0.16% | 749 | 3 | 0.4% | $569 | 加仓 |
| WELL | WELLTOWER INC | $15.01万 | 0.16% | 661 | 2 | 0.3% | $454 | 加仓 |
| MU | MICRON TECHNOLOGY | $15.12万 | 0.17% | 131 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE | $18.61万 | 0.20% | 199 | 5 | 2.6% | $4,677 | 加仓 |
| CSCO | CISCO SYSTEMS | $19.28万 | 0.21% | 1,642 | 1 | 0.1% | $117 | 加仓 |
| IVE | ISHARES S&P | $20.12万 | 0.22% | 886 | 3 | 0.3% | $681 | 加仓 |
| V | VISA INC | $20.52万 | 0.22% | 598 | 1 | 0.2% | $343 | 加仓 |
| HYD | VANECK HIGH | $21.41万 | 0.23% | 4,156 | 21 | 0.5% | $1,082 | 加仓 |
| ARKX | ARK SPACE | $22.83万 | 0.25% | 6,691 | 0 | 0.0% | — | 不变 |
| FPX | FIRST TRUST | $24.31万 | 0.27% | 1,179 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $27.29万 | 0.30% | 722 | -14 | -1.9% | -$5,291 | 减仓 |
| GOOG | ALPHABET INC | $28.49万 | 0.31% | 806 | 0 | 0.0% | — | 不变 |
| PGX | INVESCO PFD | $29.66万 | 0.32% | 27,359 | 261 | 1.0% | $2,829 | 加仓 |
| PZA | INVESCO NATIONAL | $35.91万 | 0.39% | 15,270 | -1,415 | -8.5% | -$3.33万 | 减仓 |
| IVV | ISHARES CORE | $37.45万 | 0.41% | 500 | 1 | 0.2% | $749 | 加仓 |
| VCIT | VANGUARD INTERMEDIATE | $41.04万 | 0.45% | 4,966 | -66 | -1.3% | -$5,455 | 减仓 |
| DIA | STATE STREET | $43.72万 | 0.48% | 837 | 2 | 0.2% | $1,045 | 加仓 |
| QQQ | INVESCO QQQ | $45.54万 | 0.50% | 618 | 0 | 0.0% | — | 不变 |
| TRP | TC ENERGY | $48.38万 | 0.53% | 7,299 | 62 | 0.9% | $4,110 | 加仓 |
| TSLA | TESLA INC | $49.04万 | 0.54% | 1,166 | -2 | -0.2% | -$841 | 减仓 |
| IJR | ISHARES CORE | $52.07万 | 0.57% | 3,511 | 11 | 0.3% | $1,631 | 加仓 |
| DIVO | AMPLIFY CWP | $67.55万 | 0.74% | 14,781 | 45 | 0.3% | $2,057 | 加仓 |
| RCL | ROYAL CARIBBEAN | $70.77万 | 0.77% | 2,229 | -9 | -0.4% | -$2,858 | 减仓 |
| FPE | FIRST TRUST | $77.83万 | 0.85% | 43,530 | -122 | -0.3% | -$2,181 | 减仓 |