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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $578.52万 | 6.33% | 19,993 | -1,861 | -8.5% | -$53.85万 | 减仓 |
| VOO | VANGUARD S&P | $564.53万 | 6.18% | 8,220 | -61 | -0.7% | -$4.19万 | 减仓 |
| LLY | ELI LILLY | $513.27万 | 5.62% | 4,279 | -2 | -0.0% | -$2,399 | 减仓 |
| GOOGL | ALPHABET INC | $488.70万 | 5.35% | 13,675 | -270 | -1.9% | -$9.65万 | 减仓 |
| BUFR | FIRST TRUST | $487.90万 | 5.34% | 133,562 | 17,446 | 15.0% | $63.73万 | 加仓 |
| AMZN | AMAZON COM | $349.14万 | 3.82% | 14,649 | 1,260 | 9.4% | $30.03万 | 加仓 |
| HFXI | NYLI FTSE | $322.26万 | 3.53% | 84,606 | -955 | -1.1% | -$3.64万 | 减仓 |
| DTCR | GLOBAL X | $261.31万 | 2.86% | 86,041 | -134 | -0.2% | -$4,070 | 减仓 |
| XMHQ | INVESCO S&P | $258.93万 | 2.83% | 22,938 | -27 | -0.1% | -$3,048 | 减仓 |
| GRID | FIRST TRUST | $244.80万 | 2.68% | 12,767 | 49 | 0.4% | $9,395 | 加仓 |
| SCHX | SCHWAB US | $225.85万 | 2.47% | 76,743 | 99 | 0.1% | $2,914 | 加仓 |
| VTV | VANGUARD VALUE | $211.32万 | 2.31% | 9,697 | -735 | -7.0% | -$16.02万 | 减仓 |
| JPM | JPMORGAN CHASE | $210.59万 | 2.31% | 6,433 | -5 | -0.1% | -$1,637 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR | $209.28万 | 2.29% | 4,382 | -16 | -0.4% | -$7,642 | 减仓 |
| META | META PLATFORMS | $198.26万 | 2.17% | 3,520 | 11 | 0.3% | $6,196 | 加仓 |
| NVDA | NVIDIA CORP | $197.76万 | 2.17% | 9,884 | -24 | -0.2% | -$4,802 | 减仓 |
| BND | VANGUARD TOTAL | $194.90万 | 2.13% | 26,549 | -455 | -1.7% | -$3.34万 | 减仓 |
| MLPA | GLOBAL X | $192.69万 | 2.11% | 36,302 | 293 | 0.8% | $1.56万 | 加仓 |
| VB | VANGUARD SMALL | $190.79万 | 2.09% | 6,294 | -622 | -9.0% | -$18.86万 | 减仓 |
| MSFT | MICROSOFT CORP | $190.02万 | 2.08% | 5,094 | 759 | 17.5% | $28.31万 | 加仓 |
| SCHA | SCHWAB US | $177.98万 | 1.95% | 49,261 | -303 | -0.6% | -$1.09万 | 减仓 |
| VUG | VANGUARD GROWTH | $177.66万 | 1.95% | 20,624 | -2,452 | -10.6% | -$21.12万 | 减仓 |
| HMOP | HARTFORD MUN | $171.43万 | 1.88% | 43,792 | -1,432 | -3.2% | -$5.61万 | 减仓 |
| WMT | WALMART INC | $166.86万 | 1.83% | 14,732 | -12 | -0.1% | -$1,359 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY | $149.77万 | 1.64% | 2 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA COMPANY | $128.24万 | 1.40% | 15,780 | 82 | 0.5% | $6,664 | 加仓 |
| HYLB | XTRACKERS USD | $127.63万 | 1.40% | 34,947 | 462 | 1.3% | $1.69万 | 加仓 |
| MCD | MCDONALDS CORP | $124.66万 | 1.36% | 4,612 | 30 | 0.7% | $8,109 | 加仓 |
| BX | BLACKSTONE INC | $105.47万 | 1.15% | 8,963 | 214 | 2.4% | $2.52万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY | $104.98万 | 1.15% | 2,098 | 702 | 50.3% | $35.13万 | 加仓 |
| NUE | NUCOR CORP | $94.51万 | 1.03% | 4,243 | -7 | -0.2% | -$1,559 | 减仓 |
| VNQ | VANGUARD REAL | $89.69万 | 0.98% | 9,301 | -12 | -0.1% | -$1,157 | 减仓 |
| PLD | PROLOGIS INC | $87.00万 | 0.95% | 6,422 | -248 | -3.7% | -$3.36万 | 减仓 |
| FPE | FIRST TRUST | $77.83万 | 0.85% | 43,530 | -122 | -0.3% | -$2,181 | 减仓 |
| RCL | ROYAL CARIBBEAN | $70.77万 | 0.77% | 2,229 | -9 | -0.4% | -$2,858 | 减仓 |
| DIVO | AMPLIFY CWP | $67.55万 | 0.74% | 14,781 | 45 | 0.3% | $2,057 | 加仓 |
| IJR | ISHARES CORE | $52.07万 | 0.57% | 3,511 | 11 | 0.3% | $1,631 | 加仓 |
| TSLA | TESLA INC | $49.04万 | 0.54% | 1,166 | -2 | -0.2% | -$841 | 减仓 |
| TRP | TC ENERGY | $48.38万 | 0.53% | 7,299 | 62 | 0.9% | $4,110 | 加仓 |
| QQQ | INVESCO QQQ | $45.54万 | 0.50% | 618 | 0 | 0.0% | — | 不变 |
| DIA | STATE STREET | $43.72万 | 0.48% | 837 | 2 | 0.2% | $1,045 | 加仓 |
| VCIT | VANGUARD INTERMEDIATE | $41.04万 | 0.45% | 4,966 | -66 | -1.3% | -$5,455 | 减仓 |
| IVV | ISHARES CORE | $37.45万 | 0.41% | 500 | 1 | 0.2% | $749 | 加仓 |
| PZA | INVESCO NATIONAL | $35.91万 | 0.39% | 15,270 | -1,415 | -8.5% | -$3.33万 | 减仓 |
| PGX | INVESCO PFD | $29.66万 | 0.32% | 27,359 | 261 | 1.0% | $2,829 | 加仓 |
| GOOG | ALPHABET INC | $28.49万 | 0.31% | 806 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $27.29万 | 0.30% | 722 | -14 | -1.9% | -$5,291 | 减仓 |
| FPX | FIRST TRUST | $24.31万 | 0.27% | 1,179 | 0 | 0.0% | — | 不变 |
| ARKX | ARK SPACE | $22.83万 | 0.25% | 6,691 | 0 | 0.0% | — | 不变 |
| HYD | VANECK HIGH | $21.41万 | 0.23% | 4,156 | 21 | 0.5% | $1,082 | 加仓 |
| V | VISA INC | $20.52万 | 0.22% | 598 | 1 | 0.2% | $343 | 加仓 |
| IVE | ISHARES S&P | $20.12万 | 0.22% | 886 | 3 | 0.3% | $681 | 加仓 |
| CSCO | CISCO SYSTEMS | $19.28万 | 0.21% | 1,642 | 1 | 0.1% | $117 | 加仓 |
| COST | COSTCO WHOLESALE | $18.61万 | 0.20% | 199 | 5 | 2.6% | $4,677 | 加仓 |
| MU | MICRON TECHNOLOGY | $15.12万 | 0.17% | 131 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $15.01万 | 0.16% | 661 | 2 | 0.3% | $454 | 加仓 |
| RTX | RTX CORP | $14.21万 | 0.16% | 749 | 3 | 0.4% | $569 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $13.73万 | 0.15% | 540 | 2 | 0.4% | $508 | 加仓 |
| ORCL | ORACLE CORP | $13.06万 | 0.14% | 891 | 3 | 0.3% | $440 | 加仓 |
| ALL | ALLSTATE CORP | $13.03万 | 0.14% | 548 | 3 | 0.6% | $713 | 加仓 |
| MMIT | NYLI MACKAY | $12.41万 | 0.14% | 5,097 | 48 | 1.0% | $1,169 | 加仓 |
| FEZ | STATE STREET | $12.38万 | 0.14% | 1,803 | 29 | 1.6% | $1,992 | 加仓 |
| WM | WASTE MANAGEMENT | $10.99万 | 0.12% | 493 | 2 | 0.4% | $446 | 加仓 |
| TMO | THERMO FISHER | $10.42万 | 0.11% | 208 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $9.93万 | 0.11% | 1,094 | -72 | -6.2% | -$6,533 | 减仓 |
| — | INVESCO S&P | $9.52万 | 0.10% | 1,818 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS | $9.03万 | 0.10% | 267 | 1 | 0.4% | $338 | 加仓 |
| MRK | MERCK & COMPANY | $8.61万 | 0.09% | 670 | 5 | 0.8% | $643 | 加仓 |
| XPO | XPO INC | $7.94万 | 0.09% | 387 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER | $7.93万 | 0.09% | 485 | 5 | 1.0% | $817 | 加仓 |
| VEA | VANGUARD FTSE | $7.91万 | 0.09% | 1,111 | 3 | 0.3% | $214 | 加仓 |
| LOW | LOWES COMPANIES | $7.68万 | 0.08% | 348 | 2 | 0.6% | $441 | 加仓 |
| MAR | MARRIOTT INTL | $7.59万 | 0.08% | 205 | 0 | 0.0% | — | 不变 |
| RDVY | FIRST TRUST | $7.50万 | 0.08% | 925 | 2 | 0.2% | $162 | 加仓 |
| NFLX | NETFLIX INC | $7.25万 | 0.08% | 1,016 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS | $7.23万 | 0.08% | 341 | 1 | 0.3% | $212 | 加仓 |
| EQIX | EQUINIX INC | $7.00万 | 0.08% | 67 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN | $6.97万 | 0.08% | 2,050 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES | $6.50万 | 0.07% | 557 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY | $6.35万 | 0.07% | 723 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORP | $6.29万 | 0.07% | 380 | 4 | 1.1% | $662 | 加仓 |
| O | REALTY INCOME | $5.94万 | 0.07% | 959 | 12 | 1.3% | $744 | 加仓 |
| HST | HOST HOTELS | $5.83万 | 0.06% | 2,458 | 23 | 0.9% | $545 | 加仓 |
| UAL | UNITED AIRLINES | $5.82万 | 0.06% | 428 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN | $5.63万 | 0.06% | 111 | 1 | 0.9% | $508 | 加仓 |
| — | AVALONBAY COMMNTYS | $5.59万 | 0.06% | 296 | 3 | 1.0% | $566 | 加仓 |
| UDR | UDR INC | $5.46万 | 0.06% | 1,368 | 16 | 1.2% | $639 | 加仓 |
| SCHW | SCHWAB CHARLES | $5.32万 | 0.06% | 577 | 27 | 4.9% | $2,489 | 加仓 |
| SYK | STRYKER CORP | $5.24万 | 0.06% | 166 | 0 | 0.0% | — | 不变 |
| LITE | LUMENTUM HOLDINGS | $5.23万 | 0.06% | 61 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD TOTAL | $5.21万 | 0.06% | 609 | 5 | 0.8% | $427 | 加仓 |
| NDAQ | NASDAQ INC | $5.18万 | 0.06% | 657 | 3 | 0.5% | $236 | 加仓 |
| VV | VANGUARD LARGE | $4.78万 | 0.05% | 139 | 0 | 0.0% | — | 不变 |
| MPLX | MPLX | $4.51万 | 0.05% | 801 | 15 | 1.9% | $845 | 加仓 |
| FC | FRANKLIN COVEY | $4.44万 | 0.05% | 1,812 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL REALTY | $4.43万 | 0.05% | 247 | 2 | 0.8% | $359 | 加仓 |
| DOC | HEALTHPEAK PPTYS | $4.42万 | 0.05% | 2,068 | 34 | 1.7% | $727 | 加仓 |
| SUI | SUN COMMUNITIES | $4.36万 | 0.05% | 363 | 3 | 0.8% | $360 | 加仓 |
| UMC | UNITED MICROELECTRONICS | $4.00万 | 0.04% | 1,469 | 0 | 0.0% | — | 不变 |
| VICI | VICI PROPERTIES | $3.94万 | 0.04% | 1,485 | 23 | 1.6% | $611 | 加仓 |