13F 机构持仓

BREAKTHRU ADVISORY SERVICES, LLC

MUSKEGO WI · SEC CIK 0002055645

2026Q22026Q1 更早 9 个季度 🔒
$2,977.67万2026Q2 申报市值
14持仓数
94.2%前十大占比 · 第一大 18.1%
0 / 45新建仓 / 清仓
申报市值走势$2,977.67万2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SPY 18.1%
JMTG 14.3%
IWM 12.8%
EFA 12.6%
IVV 8.4%
ESN 7.9%
SGOV 6.2%
BUFR 5.8%
QQQ 5.6%
XAR 2.5%

2026Q2 买入最多 按季末市值估算

本季没有买入

2026Q2 卖出最多 按季末市值估算

SPY 减仓-$483.98万
NVDA 清仓-$310.01万
AAPL 清仓-$299.62万
MSFT 清仓-$205.67万
GOOGL 清仓-$138.78万

2026Q2 持仓明细 点表头排序

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
SPY STATE STR SPDR S&P 500 ETF T $539.62万18.12%7,226 -6,481-47.3% -$483.98万 减仓
JMTG J P MORGAN EXCHANGE TRADED F $426.64万14.33%84,183 -7,037-7.7% -$35.66万 减仓
IWM ISHARES TR $379.83万12.76%12,642 -3,000-19.2% -$90.14万 减仓
EFA ISHARES TR $376.67万12.65%36,260 00.0% — 不变
IVV ISHARES TR $249.60万8.38%3,333 -553-14.2% -$41.41万 减仓
ESN NORTHERN LTS FD TR II $235.07万7.89%118,222 -22,580-16.0% -$44.90万 减仓
SGOV ISHARES TR $184.02万6.18%18,280 -1,430-7.3% -$14.40万 减仓
BUFR FIRST TR EXCHNG TRADED FD VI $172.70万5.80%47,275 -14,563-23.6% -$53.20万 减仓
QQQ INVESCO QQQ TR $165.91万5.57%2,253 -650-22.4% -$47.87万 减仓
XAR SPDR SERIES TRUST $75.86万2.55%2,673 -1,187-30.8% -$33.69万 减仓
NUKZ EXCHANGE TRADED CONCEPTS TRU $71.49万2.40%10,489 -5,515-34.5% -$37.59万 减仓
SCHZ SCHWAB STRATEGIC TR $44.97万1.51%19,441 00.0% — 不变
— SCHWAB STRATEGIC TR $29.13万0.98%4,165 -3,020-42.0% -$21.12万 减仓
SCYB SCHWAB STRATEGIC TR $26.16万0.88%9,993 00.0% — 不变
NVDA NVIDIA CORPORATION $00.00%0 -17,776-100.0% -$310.01万 清仓
AAPL APPLE INC $00.00%0 -11,806-100.0% -$299.62万 清仓
MSFT MICROSOFT CORP $00.00%0 -5,556-100.0% -$205.67万 清仓
GOOGL ALPHABET INC $00.00%0 -4,826-100.0% -$138.78万 清仓
GOOG ALPHABET INC $00.00%0 -4,449-100.0% -$127.62万 清仓
AVGO BROADCOM INC $00.00%0 -3,950-100.0% -$122.26万 清仓
AMZN AMAZON COM INC $00.00%0 -5,826-100.0% -$121.34万 清仓
META META PLATFORMS INC $00.00%0 -1,526-100.0% -$87.31万 清仓
VYM VANGUARD WHITEHALL FDS $00.00%0 -5,077-100.0% -$75.19万 清仓
JPM JPMORGAN CHASE & CO $00.00%0 -2,553-100.0% -$75.10万 清仓
BRK/B BERKSHIRE HATHAWAY INC DEL $00.00%0 -1,413-100.0% -$67.71万 清仓
LLY ELI LILLY & CO $00.00%0 -680-100.0% -$62.54万 清仓
TSLA TESLA INC $00.00%0 -1,603-100.0% -$59.59万 清仓
WMT WALMART INC $00.00%0 -4,432-100.0% -$55.08万 清仓
V VISA INC $00.00%0 -1,816-100.0% -$54.89万 清仓
— EXXON MOBIL CORP $00.00%0 -3,203-100.0% -$54.34万 清仓
SPYG SPDR SERIES TRUST $00.00%0 -5,395-100.0% -$52.82万 清仓
COST COSTCO WHOLESALE CORPORATION $00.00%0 -443-100.0% -$44.14万 清仓
BAC BANK AMERICA CORP $00.00%0 -8,361-100.0% -$40.76万 清仓
KLAC KLA CORP $00.00%0 -2,710-100.0% -$39.90万 清仓
NFLX NETFLIX INC. $00.00%0 -3,932-100.0% -$37.81万 清仓
MS MORGAN STANLEY $00.00%0 -2,261-100.0% -$37.21万 清仓
LRCX LAM RESEARCH CORP $00.00%0 -1,737-100.0% -$37.11万 清仓
MA MASTERCARD INCORPORATED $00.00%0 -733-100.0% -$36.63万 清仓
CAT CATERPILLAR INC $00.00%0 -497-100.0% -$35.21万 清仓
HD HOME DEPOT INC $00.00%0 -1,058-100.0% -$34.80万 清仓
ORCL ORACLE CORP $00.00%0 -1,975-100.0% -$29.05万 清仓
ABBV ABBVIE INC $00.00%0 -1,327-100.0% -$28.86万 清仓
MU MICRON TECHNOLOGY INC $00.00%0 -809-100.0% -$27.33万 清仓
JNJ JOHNSON & JOHNSON $00.00%0 -1,045-100.0% -$25.54万 清仓
AMD ADVANCED MICRO DEVICES INC $00.00%0 -1,240-100.0% -$25.23万 清仓
TRGP TARGA RES CORP $00.00%0 -974-100.0% -$24.42万 清仓
MCD MCDONALDS CORP $00.00%0 -762-100.0% -$23.68万 清仓
FANG DIAMONDBACK ENERGY INC $00.00%0 -1,146-100.0% -$22.67万 清仓
MDYG SPDR SERIES TRUST $00.00%0 -2,355-100.0% -$22.60万 清仓
UNH UNITEDHEALTH GROUP INC $00.00%0 -825-100.0% -$22.32万 清仓
APH AMPHENOL CORP $00.00%0 -1,757-100.0% -$22.20万 清仓
MDYV SPDR SERIES TRUST $00.00%0 -2,540-100.0% -$21.63万 清仓
ETN EATON CORP PLC $00.00%0 -585-100.0% -$20.92万 清仓
ACN ACCENTURE PLC IRELAND $00.00%0 -1,049-100.0% -$20.80万 清仓
COF CAPITAL ONE FINL CORP $00.00%0 -1,136-100.0% -$20.72万 清仓
MRK MERCK & CO INC $00.00%0 -1,710-100.0% -$20.57万 清仓
QTUM ETF SER SOLUTIONS $00.00%0 -1,912-100.0% -$20.52万 清仓
UNP UNION PAC CORP $00.00%0 -845-100.0% -$20.50万 清仓
TXN TEXAS INSTRS INC $00.00%0 -1,040-100.0% -$20.19万 清仓