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 |
|---|---|---|---|---|---|---|---|---|
| VCIT | VANGUARD INTERMEDIATE | $41.64万 | 0.50% | 5,032 | -86 | -1.7% | -$7,117 | 减仓 |
| TSLA | TESLA INC | $43.42万 | 0.52% | 1,168 | -64 | -5.2% | -$2.38万 | 减仓 |
| IJR | ISHARES CORE | $43.51万 | 0.53% | 3,500 | -171 | -4.7% | -$2.13万 | 减仓 |
| TRP | TC ENERGY | $45.30万 | 0.55% | 7,237 | -55 | -0.8% | -$3,443 | 减仓 |
| RCL | ROYAL CARIBBEAN | $61.58万 | 0.74% | 2,238 | 3 | 0.1% | $825 | 加仓 |
| DIVO | AMPLIFY CWP | $66.09万 | 0.80% | 14,736 | 413 | 2.9% | $1.85万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY | $66.90万 | 0.81% | 1,396 | -52 | -3.6% | -$2.49万 | 减仓 |
| NUE | NUCOR CORP | $71.87万 | 0.87% | 4,250 | 4,250 | — | $71.87万 | 新建仓 |
| FPE | FIRST TRUST | $77.48万 | 0.94% | 43,652 | -1,954 | -4.3% | -$3.47万 | 减仓 |
| VNQ | VANGUARD REAL | $82.61万 | 1.00% | 9,313 | -674 | -6.7% | -$5.98万 | 减仓 |
| PLD | PROLOGIS INC | $88.17万 | 1.07% | 6,670 | 54 | 0.8% | $7,138 | 加仓 |
| BX | BLACKSTONE INC | $100.61万 | 1.22% | 8,749 | 8,645 | 8,312.5% | $99.41万 | 加仓 |
| KO | COCA COLA COMPANY | $119.39万 | 1.44% | 15,698 | -9 | -0.1% | -$684 | 减仓 |
| HYLB | XTRACKERS USD | $124.70万 | 1.51% | 34,485 | -390 | -1.1% | -$1.41万 | 减仓 |
| HD | HOME DEPOT | $124.81万 | 1.51% | 3,795 | -20 | -0.5% | -$6,577 | 减仓 |
| MCD | MCDONALDS CORP | $142.39万 | 1.72% | 4,582 | -12 | -0.3% | -$3,729 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY | $143.63万 | 1.74% | 2 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB US | $144.13万 | 1.74% | 49,564 | 9,443 | 23.5% | $27.46万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR | $148.64万 | 1.80% | 4,398 | -59 | -1.3% | -$1.99万 | 减仓 |
| MSFT | MICROSOFT CORP | $160.46万 | 1.94% | 4,335 | -192 | -4.2% | -$7.11万 | 减仓 |
| VUG | VANGUARD GROWTH | $167.98万 | 2.03% | 3,846 | -308 | -7.4% | -$13.45万 | 减仓 |
| NVDA | NVIDIA CORP | $172.80万 | 2.09% | 9,908 | -856 | -8.0% | -$14.93万 | 减仓 |
| HMOP | HARTFORD MUN | $175.20万 | 2.12% | 45,224 | -1,839 | -3.9% | -$7.12万 | 减仓 |
| VB | VANGUARD SMALL | $181.15万 | 2.19% | 6,916 | -68 | -1.0% | -$1.78万 | 减仓 |
| WMT | WALMART INC | $183.24万 | 2.22% | 14,744 | -95 | -0.6% | -$1.18万 | 减仓 |
| JPM | JPMORGAN CHASE | $189.39万 | 2.29% | 6,438 | 2 | 0.0% | $588 | 加仓 |
| MLPA | GLOBAL X | $193.98万 | 2.35% | 36,009 | 9,973 | 38.3% | $53.73万 | 加仓 |
| SCHX | SCHWAB US | $196.52万 | 2.38% | 76,644 | -791 | -1.0% | -$2.03万 | 减仓 |
| BND | VANGUARD TOTAL | $198.86万 | 2.40% | 27,004 | -1,207 | -4.3% | -$8.89万 | 减仓 |
| META | META PLATFORMS | $200.75万 | 2.43% | 3,509 | -165 | -4.5% | -$9.44万 | 减仓 |
| VTV | VANGUARD VALUE | $204.68万 | 2.47% | 10,432 | -175 | -1.6% | -$3.43万 | 减仓 |
| DTCR | GLOBAL X | $206.47万 | 2.50% | 86,175 | -126 | -0.1% | -$3,019 | 减仓 |
| GRID | FIRST TRUST | $208.04万 | 2.51% | 12,718 | -10 | -0.1% | -$1,636 | 减仓 |
| XMHQ | INVESCO S&P | $237.38万 | 2.87% | 22,965 | 418 | 1.9% | $4.32万 | 加仓 |
| AMZN | AMAZON COM | $278.85万 | 3.37% | 13,389 | -221 | -1.6% | -$4.60万 | 减仓 |
| HFXI | NYLI FTSE | $287.31万 | 3.47% | 85,561 | 1,218 | 1.4% | $4.09万 | 加仓 |
| BUFR | FIRST TRUST | $392.12万 | 4.74% | 116,116 | 64,265 | 123.9% | $217.02万 | 加仓 |
| LLY | ELI LILLY | $393.74万 | 4.76% | 4,281 | -52 | -1.2% | -$4.78万 | 减仓 |
| GOOGL | ALPHABET INC | $401.01万 | 4.85% | 13,945 | -1,116 | -7.4% | -$32.09万 | 减仓 |
| VOO | VANGUARD S&P | $494.84万 | 5.98% | 8,281 | -132 | -1.6% | -$7.89万 | 减仓 |
| AAPL | APPLE INC | $554.62万 | 6.70% | 21,854 | -820 | -3.6% | -$20.81万 | 减仓 |