Wise Wealth Partners
PHOENIX AZ · SEC CIK 0002056711
$7,386.60万2026Q1 申报市值
53持仓数
65.3%前十大占比 · 第一大 26.4%
4 / 1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
DIREXION SHARES 新建仓+$345.63万
PROSHARES TR II 新建仓+$126.08万
VYMI 加仓+$42.42万
IDMO 加仓+$23.30万
VB 新建仓+$21.26万
2026Q1 卖出最多 按季末市值估算
MSFT 清仓-$45.63万
SPYM 减仓-$10.95万
CRWD 减仓-$8.59万
JPM 减仓-$3.71万
AAPL 减仓-$3.65万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | -943 | -100.0% | -$45.63万 | 清仓 |
| KO | COCA COLA CO | $20.20万 | 0.27% | 2,656 | 2,656 | — | $20.20万 | 新建仓 |
| VB | VANGUARD INDEX FDS | $21.26万 | 0.29% | 812 | 812 | — | $21.26万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $23.68万 | 0.32% | 825 | 27 | 3.4% | $7,751 | 加仓 |
| UTES | ETFIS SER TR I | $26.09万 | 0.35% | 3,265 | 10 | 0.3% | $799 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $26.76万 | 0.36% | 5,267 | 0 | 0.0% | — | 不变 |
| SPYV | SPDR SERIES TRUST | $26.79万 | 0.36% | 4,735 | 1 | 0.0% | $57 | 加仓 |
| BAC | BANK AMERICA CORP | $28.49万 | 0.39% | 5,845 | 0 | 0.0% | — | 不变 |
| SUB | ISHARES TR | $31.88万 | 0.43% | 2,994 | 13 | 0.4% | $1,384 | 加仓 |
| CMF | ISHARES TR | $33.65万 | 0.46% | 5,918 | 27 | 0.5% | $1,535 | 加仓 |
| META | META PLATFORMS INC | $38.01万 | 0.51% | 664 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $38.08万 | 0.52% | 1,984 | 373 | 23.2% | $7.16万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $39.43万 | 0.53% | 789 | -71 | -8.3% | -$3.55万 | 减仓 |
| — | EXXON MOBIL CORP | $40.32万 | 0.55% | 2,377 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $40.55万 | 0.55% | 1,598 | -144 | -8.3% | -$3.65万 | 减仓 |
| MUB | ISHARES TR | $41.67万 | 0.56% | 3,925 | -179 | -4.4% | -$1.90万 | 减仓 |
| — | HONEYWELL INTL INC | $41.77万 | 0.57% | 1,848 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $45.72万 | 0.62% | 1,513 | -117 | -7.2% | -$3.54万 | 减仓 |
| IXUS | ISHARES TR | $48.03万 | 0.65% | 5,544 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $49.11万 | 0.66% | 2,414 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $52.95万 | 0.72% | 1,242 | -19 | -1.5% | -$8,101 | 减仓 |
| MMM | 3M CO | $55.21万 | 0.75% | 3,802 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $55.83万 | 0.76% | 1,430 | -220 | -13.3% | -$8.59万 | 减仓 |
| IWM | ISHARES TR | $58.98万 | 0.80% | 2,378 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $59.99万 | 0.81% | 6,170 | 0 | 0.0% | — | 不变 |
| SPTM | SPDR SERIES TRUST | $60.09万 | 0.81% | 7,600 | 2 | 0.0% | $158 | 加仓 |
| GOVT | ISHARES TR | $64.04万 | 0.87% | 27,953 | 437 | 1.6% | $1.00万 | 加仓 |
| CVX | CHEVRON CORPORATION | $64.13万 | 0.87% | 3,100 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $68.71万 | 0.93% | 9,330 | 115 | 1.2% | $8,469 | 加仓 |
| LLY | ELI LILLY & CO | $69.43万 | 0.94% | 755 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $71.04万 | 0.96% | 2,415 | -126 | -5.0% | -$3.71万 | 减仓 |
| IEFA | ISHARES TR | $72.26万 | 0.98% | 7,981 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $73.38万 | 0.99% | 3,523 | -29 | -0.8% | -$6,040 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $73.76万 | 1.00% | 1,539 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $76.68万 | 1.04% | 2,390 | 189 | 8.6% | $6.06万 | 加仓 |
| IWP | ISHARES TR | $79.58万 | 1.08% | 6,211 | -80 | -1.3% | -$1.02万 | 减仓 |
| AVGO | BROADCOM INC | $82.27万 | 1.11% | 2,658 | 0 | 0.0% | — | 不变 |
| IVLU | ISHARES TR | $83.16万 | 1.13% | 20,957 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $97.56万 | 1.32% | 5,594 | 67 | 1.2% | $1.17万 | 加仓 |
| QUAL | ISHARES TR | $99.44万 | 1.35% | 5,184 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $103.40万 | 1.40% | 4,839 | 20 | 0.4% | $4,274 | 加仓 |
| GOOG | ALPHABET INC | $121.69万 | 1.65% | 4,242 | 0 | 0.0% | — | 不变 |
| — | PROSHARES TR II | $126.08万 | 1.71% | 62,479 | 62,479 | — | $126.08万 | 新建仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $129.93万 | 1.76% | 58,158 | -640 | -1.1% | -$1.43万 | 减仓 |
| QQQ | INVESCO QQQ TR | $132.98万 | 1.80% | 2,304 | 16 | 0.7% | $9,234 | 加仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $175.25万 | 2.37% | 59,689 | 2,295 | 4.0% | $6.74万 | 加仓 |
| — | FIDELITY COVINGTON TRUST | $177.45万 | 2.40% | 36,557 | 50 | 0.1% | $2,427 | 加仓 |
| VTV | VANGUARD INDEX FDS | $268.01万 | 3.63% | 13,660 | 689 | 5.3% | $13.52万 | 加仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $309.01万 | 4.18% | 56,347 | 4,248 | 8.2% | $23.30万 | 加仓 |
| — | DIREXION SHARES ETF TRUST | $345.63万 | 4.68% | 234,488 | 234,488 | — | $345.63万 | 新建仓 |
| VYMI | VANGUARD WHITEHALL FDS | $352.42万 | 4.77% | 37,396 | 4,501 | 13.7% | $42.42万 | 加仓 |
| AGG | ISHARES TR | $500.38万 | 6.77% | 50,406 | 958 | 1.9% | $9.51万 | 加仓 |
| GLD | SPDR GOLD TR | $615.12万 | 8.33% | 14,296 | 46 | 0.3% | $1.98万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $1,949.28万 | 26.39% | 254,675 | -1,431 | -0.6% | -$10.95万 | 减仓 |