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 |
|---|---|---|---|---|---|---|---|---|
| PRSU | PURSUIT ATTRACTIONS | $3,663 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| YUMC | YUM CHINA | $3,566 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| HSBC | HSBC HOLDINGS | $3,382 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| PNW | PINNACLE WEST | $3,325 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| GBCI | GLACIER BANCORP | $3,219 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES JPMORGAN | $3,196 | 0.00% | 34 | -6 | -15.0% | -$564 | 减仓 |
| SONY | SONY GROUP | $3,123 | 0.00% | 151 | 0 | 0.0% | — | 不变 |
| DUOL | DUOLINGO INC | $2,661 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| ING | ING GROEP | $2,580 | 0.00% | 99 | 1 | 1.0% | $26 | 加仓 |
| ZM | ZOOM COMMUNICATIONS | $2,572 | 0.00% | 32 | -7,180 | -99.6% | -$57.71万 | 减仓 |
| IAU | ISHARES GOLD | $2,380 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| OSG | OCTAVE SPECIALTY | $2,325 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| CWH | CAMPING WORLD | $2,238 | 0.00% | 328 | 0 | 0.0% | — | 不变 |
| FIS | FIDELITY NATIONAL | $2,230 | 0.00% | 48 | 1 | 2.1% | $46 | 加仓 |
| SCHR | SCHWAB INTERMEDIATE | $2,140 | 0.00% | 86 | -57 | -39.9% | -$1,418 | 减仓 |
| SOLS | SOLSTICE ADVANCED | $1,753 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD EXTENDED | $1,704 | 0.00% | 8 | -10 | -55.6% | -$2,130 | 减仓 |
| RACE | FERRARI NV | $1,692 | 0.00% | 5 | -2,118 | -99.8% | -$71.67万 | 减仓 |
| IXUS | ISHARES CORE | $1,600 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| NTSX | WISDOMTREE U S | $1,016 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES S&P | $566 | 0.00% | 5 | 5 | — | $566 | 新建仓 |
| CCL | CARNIVAL CORP | $234 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| NAK | NORTHERN DYNASTY | $140 | 0.00% | 100 | 100 | — | $140 | 新建仓 |
| GRAL | GRAIL INC | $52 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| AKRE | PROFESSIONALLY MANAGED | $0 | 0.00% | 0 | -42,820 | -100.0% | -$280.51万 | 清仓 |
| NVO | NOVO NORDISK | $0 | 0.00% | 0 | -7,602 | -100.0% | -$38.68万 | 清仓 |
| ITOT | ISHARES CORE | $0 | 0.00% | 0 | -999 | -100.0% | -$14.86万 | 清仓 |
| ELV | ELEVANCE HEALTH | $0 | 0.00% | 0 | -233 | -100.0% | -$8.18万 | 清仓 |
| EBAY | EBAY INC | $0 | 0.00% | 0 | -700 | -100.0% | -$6.09万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -86 | -100.0% | -$1.59万 | 清仓 |
| UBER | UBER TECHNOLOGIES | $0 | 0.00% | 0 | -100 | -100.0% | -$8,171 | 清仓 |
| IUSB | ISHARES CORE | $0 | 0.00% | 0 | -91 | -100.0% | -$4,248 | 清仓 |
| PINS | PINTEREST INC | $0 | 0.00% | 0 | -150 | -100.0% | -$3,884 | 清仓 |
| GE | GE AEROSPACE | $0 | 0.00% | 0 | -11 | -100.0% | -$3,408 | 清仓 |
| FISV | FISERV INC | $0 | 0.00% | 0 | -25 | -100.0% | -$1,679 | 清仓 |
| SBAC | SBA COMMUNICATIONS | $0 | 0.00% | 0 | -6 | -100.0% | -$1,216 | 清仓 |
| KTOS | KRATOS DEFENSE | $0 | 0.00% | 0 | -16 | -100.0% | -$1,215 | 清仓 |
| PSK | STATE STREET | $0 | 0.00% | 0 | -34 | -100.0% | -$1,077 | 清仓 |
| HUBS | HUBSPOT INC | $0 | 0.00% | 0 | -2 | -100.0% | -$803 | 清仓 |
| ACI | ALBERTSONS COS | $0 | 0.00% | 0 | -27 | -100.0% | -$458 | 清仓 |
| AMTM | AMENTUM HOLDINGS | $0 | 0.00% | 0 | -13 | -100.0% | -$377 | 清仓 |