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 |
|---|---|---|---|---|---|---|---|---|
| PLD | PROLOGIS INC | $87.00万 | 0.95% | 6,422 | -248 | -3.7% | -$3.36万 | 减仓 |
| VNQ | VANGUARD REAL | $89.69万 | 0.98% | 9,301 | -12 | -0.1% | -$1,157 | 减仓 |
| NUE | NUCOR CORP | $94.51万 | 1.03% | 4,243 | -7 | -0.2% | -$1,559 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY | $104.98万 | 1.15% | 2,098 | 702 | 50.3% | $35.13万 | 加仓 |
| BX | BLACKSTONE INC | $105.47万 | 1.15% | 8,963 | 214 | 2.4% | $2.52万 | 加仓 |
| MCD | MCDONALDS CORP | $124.66万 | 1.36% | 4,612 | 30 | 0.7% | $8,109 | 加仓 |
| HYLB | XTRACKERS USD | $127.63万 | 1.40% | 34,947 | 462 | 1.3% | $1.69万 | 加仓 |
| KO | COCA COLA COMPANY | $128.24万 | 1.40% | 15,780 | 82 | 0.5% | $6,664 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY | $149.77万 | 1.64% | 2 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $166.86万 | 1.83% | 14,732 | -12 | -0.1% | -$1,359 | 减仓 |
| HMOP | HARTFORD MUN | $171.43万 | 1.88% | 43,792 | -1,432 | -3.2% | -$5.61万 | 减仓 |
| VUG | VANGUARD GROWTH | $177.66万 | 1.95% | 20,624 | -2,452 | -10.6% | -$21.12万 | 减仓 |
| SCHA | SCHWAB US | $177.98万 | 1.95% | 49,261 | -303 | -0.6% | -$1.09万 | 减仓 |
| MSFT | MICROSOFT CORP | $190.02万 | 2.08% | 5,094 | 759 | 17.5% | $28.31万 | 加仓 |
| VB | VANGUARD SMALL | $190.79万 | 2.09% | 6,294 | -622 | -9.0% | -$18.86万 | 减仓 |
| MLPA | GLOBAL X | $192.69万 | 2.11% | 36,302 | 293 | 0.8% | $1.56万 | 加仓 |
| BND | VANGUARD TOTAL | $194.90万 | 2.13% | 26,549 | -455 | -1.7% | -$3.34万 | 减仓 |
| NVDA | NVIDIA CORP | $197.76万 | 2.17% | 9,884 | -24 | -0.2% | -$4,802 | 减仓 |
| META | META PLATFORMS | $198.26万 | 2.17% | 3,520 | 11 | 0.3% | $6,196 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR | $209.28万 | 2.29% | 4,382 | -16 | -0.4% | -$7,642 | 减仓 |
| JPM | JPMORGAN CHASE | $210.59万 | 2.31% | 6,433 | -5 | -0.1% | -$1,637 | 减仓 |
| VTV | VANGUARD VALUE | $211.32万 | 2.31% | 9,697 | -735 | -7.0% | -$16.02万 | 减仓 |
| SCHX | SCHWAB US | $225.85万 | 2.47% | 76,743 | 99 | 0.1% | $2,914 | 加仓 |
| GRID | FIRST TRUST | $244.80万 | 2.68% | 12,767 | 49 | 0.4% | $9,395 | 加仓 |
| XMHQ | INVESCO S&P | $258.93万 | 2.83% | 22,938 | -27 | -0.1% | -$3,048 | 减仓 |
| DTCR | GLOBAL X | $261.31万 | 2.86% | 86,041 | -134 | -0.2% | -$4,070 | 减仓 |
| HFXI | NYLI FTSE | $322.26万 | 3.53% | 84,606 | -955 | -1.1% | -$3.64万 | 减仓 |
| AMZN | AMAZON COM | $349.14万 | 3.82% | 14,649 | 1,260 | 9.4% | $30.03万 | 加仓 |
| BUFR | FIRST TRUST | $487.90万 | 5.34% | 133,562 | 17,446 | 15.0% | $63.73万 | 加仓 |
| GOOGL | ALPHABET INC | $488.70万 | 5.35% | 13,675 | -270 | -1.9% | -$9.65万 | 减仓 |
| LLY | ELI LILLY | $513.27万 | 5.62% | 4,279 | -2 | -0.0% | -$2,399 | 减仓 |
| VOO | VANGUARD S&P | $564.53万 | 6.18% | 8,220 | -61 | -0.7% | -$4.19万 | 减仓 |
| AAPL | APPLE INC | $578.52万 | 6.33% | 19,993 | -1,861 | -8.5% | -$53.85万 | 减仓 |