Wise Wealth Partners
PHOENIX AZ · SEC CIK 0002056711
$5,883.74万2026Q2 申报市值
43持仓数
65.5%前十大占比 · 第一大 23.3%
8 / 18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
VGSH 新建仓+$354.94万
FBND 新建仓+$289.30万
DIREXION SHARES 新建仓+$259.21万
VXUS 新建仓+$245.91万
SCHD 新建仓+$206.67万
2026Q2 卖出最多 按季末市值估算
SPYM 减仓-$869.70万
GLD 减仓-$440.03万
VYMI 减仓-$337.27万
IDMO 清仓-$309.01万
FIDELITY COVINGT 清仓-$177.45万
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 |
|---|---|---|---|---|---|---|---|---|
| IDMO | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -56,347 | -100.0% | -$309.01万 | 清仓 |
| — | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -36,557 | -100.0% | -$177.45万 | 清仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $0 | 0.00% | 0 | -58,158 | -100.0% | -$129.93万 | 清仓 |
| IWD | ISHARES TR | $0 | 0.00% | 0 | -4,839 | -100.0% | -$103.40万 | 清仓 |
| NVDA | NVIDIA CORPORATION | $0 | 0.00% | 0 | -5,594 | -100.0% | -$97.56万 | 清仓 |
| AVGO | BROADCOM INC | $0 | 0.00% | 0 | -2,658 | -100.0% | -$82.27万 | 清仓 |
| IWP | ISHARES TR | $0 | 0.00% | 0 | -6,211 | -100.0% | -$79.58万 | 清仓 |
| AMZN | AMAZON COM INC | $0 | 0.00% | 0 | -3,523 | -100.0% | -$73.38万 | 清仓 |
| IEFA | ISHARES TR | $0 | 0.00% | 0 | -7,981 | -100.0% | -$72.26万 | 清仓 |
| LLY | ELI LILLY & CO | $0 | 0.00% | 0 | -755 | -100.0% | -$69.43万 | 清仓 |
| BND | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -9,330 | -100.0% | -$68.71万 | 清仓 |
| IWM | ISHARES TR | $0 | 0.00% | 0 | -2,378 | -100.0% | -$58.98万 | 清仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $0 | 0.00% | 0 | -1,430 | -100.0% | -$55.83万 | 清仓 |
| AMD | ADVANCED MICRO DEVICES INC | $0 | 0.00% | 0 | -2,414 | -100.0% | -$49.11万 | 清仓 |
| AAPL | APPLE INC | $0 | 0.00% | 0 | -1,598 | -100.0% | -$40.55万 | 清仓 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -664 | -100.0% | -$38.01万 | 清仓 |
| BAC | BANK AMERICA CORP | $0 | 0.00% | 0 | -5,845 | -100.0% | -$28.49万 | 清仓 |
| UTES | ETFIS SER TR I | $0 | 0.00% | 0 | -3,265 | -100.0% | -$26.09万 | 清仓 |
| HONA | HONEYWELL AEROSPACE INC | $20.43万 | 0.35% | 924 | 924 | — | $20.43万 | 新建仓 |
| GOOG | ALPHABET INC | $20.46万 | 0.35% | 579 | -3,663 | -86.4% | -$129.46万 | 减仓 |
| IXUS | ISHARES TR | $21.24万 | 0.36% | 2,226 | -3,318 | -59.8% | -$31.66万 | 减仓 |
| HON | HONEYWELL INTL INC | $21.46万 | 0.36% | 924 | -924 | -50.0% | -$21.46万 | 减仓 |
| KO | COCA COLA CO | $21.58万 | 0.37% | 2,656 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $23.60万 | 0.40% | 1,901 | -3,067 | -61.7% | -$38.08万 | 减仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $25.63万 | 0.44% | 5,267 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $27.55万 | 0.47% | 909 | 97 | 11.9% | $2.94万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $28.79万 | 0.49% | 4,736 | 1 | 0.0% | $61 | 加仓 |
| VO | VANGUARD INDEX FDS | $29.46万 | 0.50% | 3,657 | 357 | 10.8% | $2.88万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $29.95万 | 0.51% | 3,050 | -34,346 | -91.8% | -$337.27万 | 减仓 |
| SUB | ISHARES TR | $32.08万 | 0.55% | 3,013 | 19 | 0.6% | $2,023 | 加仓 |
| — | EXXON MOBIL CORP | $32.49万 | 0.55% | 2,377 | 0 | 0.0% | — | 不变 |
| CMF | ISHARES TR | $34.34万 | 0.58% | 5,959 | 41 | 0.7% | $2,363 | 加仓 |
| MA | MASTERCARD INCORPORATED | $40.53万 | 0.69% | 789 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $42.52万 | 0.72% | 3,951 | 26 | 0.7% | $2,798 | 加仓 |
| CVX | CHEVRON CORPORATION | $51.38万 | 0.87% | 3,100 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $52.49万 | 0.89% | 2,467 | 483 | 24.3% | $10.28万 | 加仓 |
| V | VISA INC | $54.67万 | 0.93% | 1,594 | 81 | 5.4% | $2.78万 | 加仓 |
| QUAL | ISHARES TR | $57.55万 | 0.98% | 2,623 | -2,561 | -49.4% | -$56.19万 | 减仓 |
| MMM | 3M CO | $61.55万 | 1.05% | 3,802 | 0 | 0.0% | — | 不变 |
| GOVT | ISHARES TR | $62.00万 | 1.05% | 27,215 | -738 | -2.6% | -$1.68万 | 减仓 |
| IWR | ISHARES TR | $68.06万 | 1.16% | 6,170 | 0 | 0.0% | — | 不变 |
| SPTM | SPDR SERIES TRUST | $69.02万 | 1.17% | 7,602 | 2 | 0.0% | $182 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $73.77万 | 1.25% | 1,474 | -65 | -4.2% | -$3.25万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $79.05万 | 1.34% | 2,415 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $86.23万 | 1.47% | 2,330 | -60 | -2.5% | -$2.22万 | 减仓 |
| GLD | SPDR GOLD TR | $86.52万 | 1.47% | 2,349 | -11,947 | -83.6% | -$440.03万 | 减仓 |
| SCHY | SCHWAB STRATEGIC TR | $127.38万 | 2.16% | 40,145 | 40,145 | — | $127.38万 | 新建仓 |
| IVLU | ISHARES TR | $142.63万 | 2.42% | 34,107 | 13,150 | 62.7% | $54.99万 | 加仓 |
| — | PROSHARES TR II | $156.32万 | 2.66% | 57,940 | -4,539 | -7.3% | -$12.25万 | 减仓 |
| QQQ | INVESCO QQQ TR | $163.88万 | 2.79% | 2,225 | -79 | -3.4% | -$5.82万 | 减仓 |
| SPTI | SPDR SERIES TRUST | $183.51万 | 3.12% | 64,638 | 64,638 | — | $183.51万 | 新建仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $199.10万 | 3.38% | 60,388 | 699 | 1.2% | $2.30万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $206.67万 | 3.51% | 65,175 | 65,175 | — | $206.67万 | 新建仓 |
| — | DIREXION SHARES ETF TRUST | $229.24万 | 3.90% | 173,666 | -60,822 | -25.9% | -$80.29万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $245.91万 | 4.18% | 28,765 | 28,765 | — | $245.91万 | 新建仓 |
| — | DIREXION SHARES ETF TRUST | $259.21万 | 4.41% | 298,975 | 298,975 | — | $259.21万 | 新建仓 |
| FBND | FIDELITY MERRIMACK STR TR | $289.30万 | 4.92% | 63,596 | 63,596 | — | $289.30万 | 新建仓 |
| VTV | VANGUARD INDEX FDS | $294.92万 | 5.01% | 13,533 | -127 | -0.9% | -$2.77万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $354.94万 | 6.03% | 60,986 | 60,986 | — | $354.94万 | 新建仓 |
| AGG | ISHARES TR | $407.91万 | 6.93% | 41,211 | -9,195 | -18.2% | -$91.01万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $1,368.39万 | 23.26% | 155,711 | -98,964 | -38.9% | -$869.70万 | 减仓 |