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 |
|---|---|---|---|---|---|---|---|---|
| AEE | AMEREN CORP | $3.70万 | 0.04% | 337 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $3.67万 | 0.04% | 395 | 4 | 1.0% | $372 | 加仓 |
| ADC | AGREE REALTY | $3.47万 | 0.04% | 460 | 5 | 1.1% | $377 | 加仓 |
| DOC | HEALTHPEAK PPTYS | $3.34万 | 0.04% | 2,034 | 36 | 1.8% | $592 | 加仓 |
| VTR | VENTAS INC | $3.19万 | 0.04% | 390 | 3 | 0.8% | $245 | 加仓 |
| COIN | COINBASE GLOBAL | $2.95万 | 0.04% | 169 | -24 | -12.4% | -$4,191 | 减仓 |
| AGG | ISHARES CORE | $2.91万 | 0.04% | 293 | 2 | 0.7% | $198 | 加仓 |
| YUM | YUM BRANDS INC | $2.89万 | 0.03% | 186 | 1 | 0.5% | $156 | 加仓 |
| FC | FRANKLIN COVEY | $2.86万 | 0.03% | 1,812 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC | $2.83万 | 0.03% | 224 | 0 | 0.0% | — | 不变 |
| TRNO | TERRENO REALTY | $2.79万 | 0.03% | 454 | 4 | 0.9% | $246 | 加仓 |
| REXR | REXFORD INDUSTRIAL | $2.74万 | 0.03% | 838 | 8 | 1.0% | $262 | 加仓 |
| TOL | TOLL BROTHERS | $2.67万 | 0.03% | 196 | 0 | 0.0% | — | 不变 |
| ELS | EQUITY LIFESTYLE | $2.59万 | 0.03% | 415 | 3 | 0.7% | $187 | 加仓 |
| CUBE | CUBESMART | $2.57万 | 0.03% | 702 | 9 | 1.3% | $330 | 加仓 |
| BAC | BANK AMERICA | $2.53万 | 0.03% | 519 | -755 | -59.3% | -$3.68万 | 减仓 |
| CCI | CROWN CASTLE | $2.52万 | 0.03% | 311 | 5 | 1.6% | $406 | 加仓 |
| NET | CLOUDFLARE INC | $2.50万 | 0.03% | 121 | 0 | 0.0% | — | 不变 |
| BRX | BRIXMOR PROPERTY | $2.41万 | 0.03% | 838 | 10 | 1.2% | $288 | 加仓 |
| HR | HEALTHCARE REALTY | $2.40万 | 0.03% | 1,411 | 18 | 1.3% | $306 | 加仓 |
| SPY | STATE STREET | $2.31万 | 0.03% | 36 | 1 | 2.9% | $642 | 加仓 |
| IBRX | IMMUNITYBIO INC | $2.30万 | 0.03% | 3,000 | 1,000 | 50.0% | $7,670 | 加仓 |
| ABBV | ABBVIE INC | $2.23万 | 0.03% | 102 | 0 | 0.0% | — | 不变 |
| KRC | KILROY RLTY CORP | $2.21万 | 0.03% | 785 | 11 | 1.4% | $310 | 加仓 |
| XMMO | INVESCO S&P | $2.19万 | 0.03% | 151 | 0 | 0.0% | — | 不变 |
| MGM | MGM RESORTS | $2.18万 | 0.03% | 590 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL | $2.16万 | 0.03% | 95 | 0 | 0.0% | — | 不变 |
| KIM | KIMCO REALTY | $2.15万 | 0.03% | 955 | 11 | 1.2% | $247 | 加仓 |
| DUK | DUKE ENERGY | $2.09万 | 0.03% | 160 | 1 | 0.6% | $131 | 加仓 |
| PG | PROCTER & GAMBLE | $2.01万 | 0.02% | 139 | 1 | 0.7% | $145 | 加仓 |
| GXO | GXO LOGISTICS | $2.01万 | 0.02% | 387 | 0 | 0.0% | — | 不变 |
| MMM | 3M COMPANY | $1.96万 | 0.02% | 135 | 1 | 0.7% | $145 | 加仓 |
| MET | METLIFE INC | $1.95万 | 0.02% | 276 | 2 | 0.7% | $141 | 加仓 |
| NNN | NNN REIT | $1.94万 | 0.02% | 462 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $1.90万 | 0.02% | 212 | 1 | 0.5% | $90 | 加仓 |
| IHG | INTERCONTINENTAL HOTELS | $1.88万 | 0.02% | 140 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD TOTAL | $1.86万 | 0.02% | 135 | -12 | -8.2% | -$1,657 | 减仓 |
| SQM | SOCIEDAD QUIMICA | $1.82万 | 0.02% | 225 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES CORE | $1.77万 | 0.02% | 262 | -95 | -26.6% | -$6,425 | 减仓 |
| INVH | INVITATION HOMES | $1.72万 | 0.02% | 693 | 7 | 1.0% | $174 | 加仓 |
| AZN | ASTRAZENECA PLC | $1.70万 | 0.02% | 86 | 86 | — | $1.70万 | 新建仓 |
| MO | ALTRIA GROUP | $1.64万 | 0.02% | 248 | 4 | 1.6% | $264 | 加仓 |
| EXR | EXTRA SPACE | $1.59万 | 0.02% | 121 | 1 | 0.8% | $131 | 加仓 |
| AMLP | ALERIAN MLP | $1.57万 | 0.02% | 299 | 6 | 2.0% | $316 | 加仓 |
| FDX | FEDEX CORP | $1.51万 | 0.02% | 42 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $1.45万 | 0.02% | 78 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $1.45万 | 0.02% | 517 | 8 | 1.6% | $225 | 加仓 |
| GLPI | GAMING & LEISURE | $1.45万 | 0.02% | 326 | 6 | 1.9% | $266 | 加仓 |
| EPRT | ESSENTIAL PROPERTIES | $1.43万 | 0.02% | 471 | 5 | 1.1% | $152 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE | $1.42万 | 0.02% | 72 | 0 | 0.0% | — | 不变 |
| LAMR | LAMAR ADVERTISING | $1.34万 | 0.02% | 106 | 2 | 1.9% | $253 | 加仓 |
| UMC | UNITED MICROELECTRONICS | $1.32万 | 0.02% | 1,469 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY | $1.28万 | 0.02% | 111 | 0 | 0.0% | — | 不变 |
| PFFA | VIRTUS INFRACAP | $1.25万 | 0.02% | 613 | 15 | 2.5% | $305 | 加仓 |
| C | CITIGROUP INC | $1.23万 | 0.01% | 109 | 1 | 0.9% | $113 | 加仓 |
| BXMT | BLACKSTONE MORTGAGE | $1.19万 | 0.01% | 619 | 15 | 2.5% | $287 | 加仓 |
| SCHB | SCHWAB US | $1.17万 | 0.01% | 468 | 1 | 0.2% | $25 | 加仓 |
| GD | GENERAL DYNAMICS | $1.13万 | 0.01% | 33 | 33 | — | $1.13万 | 新建仓 |
| VTI | VANGUARD TOTAL | $1.13万 | 0.01% | 35 | 1 | 2.9% | $323 | 加仓 |
| TMFC | MOTLEY FOOL | $1.13万 | 0.01% | 171 | 0 | 0.0% | — | 不变 |
| — | STATE STREET | $1.12万 | 0.01% | 112 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $1.10万 | 0.01% | 267 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD FSTE | $1.06万 | 0.01% | 196 | -70 | -26.3% | -$3,783 | 减仓 |
| GMED | GLOBUS MEDICAL | $1.05万 | 0.01% | 122 | 0 | 0.0% | — | 不变 |
| DASH | DOORDASH INC | $1.05万 | 0.01% | 70 | 0 | 0.0% | — | 不变 |
| BA | BOEING COMPANY | $1.01万 | 0.01% | 51 | 51 | — | $1.01万 | 新建仓 |
| PYPL | PAYPAL HOLDINGS | $1.00万 | 0.01% | 222 | 0 | 0.0% | — | 不变 |
| ESGU | ISHARES ESG | $9,051 | 0.01% | 64 | 0 | 0.0% | — | 不变 |
| WTAI | WISDOMTREE ARTIFICIAL | $8,813 | 0.01% | 312 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL | $8,528 | 0.01% | 151 | 0 | 0.0% | — | 不变 |
| KSA | ISHARES MSCI | $8,469 | 0.01% | 213 | 0 | 0.0% | — | 不变 |
| J | JACOBS SOLUTIONS | $8,273 | 0.01% | 65 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $8,146 | 0.01% | 281 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY CLARK | $8,007 | 0.01% | 83 | 0 | 0.0% | — | 不变 |
| COLD | AMERICOLD REALTY | $7,961 | 0.01% | 695 | 12 | 1.8% | $137 | 加仓 |
| FNDX | SCHWAB FUNDAMENTAL | $7,938 | 0.01% | 285 | -37 | -11.5% | -$1,031 | 减仓 |
| TSCO | TRACTOR SUPPLY | $7,805 | 0.01% | 172 | 1 | 0.6% | $45 | 加仓 |
| ARE | ALEXANDRIA REAL | $7,796 | 0.01% | 168 | 2 | 1.2% | $93 | 加仓 |
| AIRR | FIRST TRUST | $7,762 | 0.01% | 70 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS | $7,602 | 0.01% | 46 | 0 | 0.0% | — | 不变 |
| PEGA | PEGASYSTEMS INC | $7,536 | 0.01% | 177 | 151 | 580.8% | $6,429 | 加仓 |
| REAL | THE REALREAL | $7,264 | 0.01% | 800 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $7,249 | 0.01% | 60 | 1 | 1.7% | $121 | 加仓 |
| FNDF | SCHWAB FUNDAMENTAL | $6,820 | 0.01% | 139 | 0 | 0.0% | — | 不变 |
| MCHP | MICROCHIP TECHNOLOGY INC | $6,784 | 0.01% | 105 | 1 | 1.0% | $65 | 加仓 |
| NKE | NIKE INC | $6,603 | 0.01% | 125 | -69 | -35.6% | -$3,645 | 减仓 |
| BCS | BARCLAYS PLC | $6,388 | 0.01% | 302 | 2 | 0.7% | $42 | 加仓 |
| VRT | VERTIV HOLDINGS | $6,266 | 0.01% | 25 | 25 | — | $6,266 | 新建仓 |
| RXO | RXO INC | $5,658 | 0.01% | 387 | 0 | 0.0% | — | 不变 |
| BNDX | VANGUARD TOTAL | $5,395 | 0.01% | 112 | -30 | -21.1% | -$1,445 | 减仓 |
| VMBS | VANGUARD MORTGAGE | $4,989 | 0.01% | 106 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES RUSSELL | $4,960 | 0.01% | 20 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN | $4,820 | 0.01% | 82 | 82 | — | $4,820 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS | $4,705 | 0.01% | 94 | -18 | -16.1% | -$901 | 减仓 |
| AWK | AMERICAN WATER | $4,636 | 0.01% | 34 | 0 | 0.0% | — | 不变 |
| FNDA | SCHWAB FUNDAMENTAL | $4,617 | 0.01% | 142 | -12 | -7.8% | -$390 | 减仓 |
| NGG | NATIONAL GRID | $4,556 | 0.01% | 54 | 0 | 0.0% | — | 不变 |
| CCK | CROWN HOLDINGS | $4,554 | 0.01% | 45 | 0 | 0.0% | — | 不变 |
| SWK | STANLEY BLACK | $4,363 | 0.01% | 61 | 0 | 0.0% | — | 不变 |
| F | FORD MOTOR | $4,046 | 0.00% | 351 | 4 | 1.2% | $46 | 加仓 |