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 |
|---|---|---|---|---|---|---|---|---|
| F | FORD MOTOR | $4,915 | 0.01% | 354 | 3 | 0.9% | $42 | 加仓 |
| AWK | AMERICAN WATER | $4,516 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| NGG | NATIONAL GRID | $4,462 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS | $4,027 | 0.00% | 95 | 1 | 1.1% | $42 | 加仓 |
| HSBC | HSBC HOLDINGS | $3,899 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| AIAI | AIAI HOLDINGS | $3,811 | 0.00% | 274 | 274 | — | $3,811 | 新建仓 |
| GBCI | GLACIER BANCORP | $3,742 | 0.00% | 73 | 1 | 1.4% | $51 | 加仓 |
| PNW | PINNACLE WEST | $3,531 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES JPMORGAN | $3,312 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| ING | ING GROEP | $3,187 | 0.00% | 102 | 3 | 3.0% | $94 | 加仓 |
| FDXF | FEDEX FREIGHT | $3,171 | 0.00% | 21 | 21 | — | $3,171 | 新建仓 |
| OSG | OCTAVE SPECIALTY | $3,120 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| DUOL | DUOLINGO INC | $3,106 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| SONY | SONY GROUP | $3,030 | 0.00% | 151 | 0 | 0.0% | — | 不变 |
| YUMC | YUM CHINA | $3,007 | 0.00% | 74 | 1 | 1.4% | $41 | 加仓 |
| ZM | ZOOM COMMUNICATIONS | $2,762 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| CWH | CAMPING WORLD | $2,501 | 0.00% | 328 | 0 | 0.0% | — | 不变 |
| SCHR | SCHWAB INTERMEDIATE | $2,139 | 0.00% | 87 | 1 | 1.2% | $25 | 加仓 |
| VXF | VANGUARD EXTENDED | $2,043 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED | $2,042 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD | $2,039 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| RACE | FERRARI NV | $1,880 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| FIS | FIDELITY NATIONAL | $1,869 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES CORE | $1,785 | 0.00% | 19 | 1 | 5.6% | $94 | 加仓 |
| NTSX | WISDOMTREE U S | $1,153 | 0.00% | 20 | 1 | 5.3% | $58 | 加仓 |
| BV | BRIGHTVIEW HOLDINGS | $340 | 0.00% | 24 | 24 | — | $340 | 新建仓 |
| CCL | CARNIVAL CORP | $260 | 0.00% | 9 | 9 | — | $260 | 新建仓 |
| NAK | NORTHERN DYNASTY | $192 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| GRAL | GRAIL INC | $68 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT | $0 | 0.00% | 0 | -3,795 | -100.0% | -$124.81万 | 清仓 |
| VNM | VANECK VIETNAM | $0 | 0.00% | 0 | -11,651 | -100.0% | -$20.17万 | 清仓 |
| IVW | ISHARES S&P | $0 | 0.00% | 0 | -5 | -100.0% | -$566 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -9 | -100.0% | -$234 | 清仓 |