Wisconsin Wealth Advisors, LLC
SUN PRAIRIE WI · SEC CIK 0002073891
$1.02亿2026Q1 申报市值
84持仓数
35.3%前十大占比 · 第一大 4.8%
2 / 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
CGIE 新建仓+$130.95万
FTCS 加仓+$58.63万
ORCL 加仓+$37.92万
CRWD 加仓+$26.90万
MSFT 加仓+$26.87万
2026Q1 卖出最多 按季末市值估算
XLE 清仓-$99.30万
ABBV 减仓-$23.60万
GLD 减仓-$16.26万
WMT 减仓-$9.22万
ULTA 减仓-$8.52万
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 |
|---|---|---|---|---|---|---|---|---|
| XLE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -22,211 | -100.0% | -$99.30万 | 清仓 |
| IWY | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| V | VISA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BFLY | BUTTERFLY NETWORK INC | $12.12万 | 0.12% | 30,000 | 20,000 | 200.0% | $8.08万 | 加仓 |
| GOOGL | ALPHABET INC | $21.34万 | 0.21% | 742 | 0 | 0.0% | — | 不变 |
| VUSB | VANGUARD BD INDEX FDS | $22.11万 | 0.22% | 4,442 | 0 | 0.0% | — | 不变 |
| LNT | ALLIANT ENERGY CORP | $23.16万 | 0.23% | 3,228 | 3,228 | — | $23.16万 | 新建仓 |
| DIA | STATE STR SPDR DOW JONES IND | $23.40万 | 0.23% | 505 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $25.86万 | 0.25% | 1,946 | 28 | 1.5% | $3,721 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $26.08万 | 0.26% | 1,359 | 0 | 0.0% | — | 不变 |
| MGEE | MGE ENERGY INC | $27.83万 | 0.27% | 3,601 | 484 | 15.5% | $3.74万 | 加仓 |
| PAUG | INNOVATOR ETFS TRUST | $28.18万 | 0.28% | 6,596 | 0 | 0.0% | — | 不变 |
| ULST | SSGA ACTIVE ETF TR | $29.16万 | 0.29% | 7,199 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $31.38万 | 0.31% | 443 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $31.41万 | 0.31% | 979 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $31.94万 | 0.31% | 489 | 0 | 0.0% | — | 不变 |
| BLDR | BUILDERS FIRSTSOURCE INC | $32.33万 | 0.32% | 3,927 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $32.42万 | 0.32% | 1,161 | 13 | 1.1% | $3,630 | 加仓 |
| ULTA | ULTA BEAUTY INC | $33.41万 | 0.33% | 639 | -163 | -20.3% | -$8.52万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $33.46万 | 0.33% | 515 | 10 | 2.0% | $6,498 | 加仓 |
| VTV | VANGUARD INDEX FDS | $36.31万 | 0.36% | 1,851 | 172 | 10.2% | $3.37万 | 加仓 |
| CRM | SALESFORCE INC | $36.54万 | 0.36% | 1,957 | 1 | 0.1% | $187 | 加仓 |
| LEN | LENNAR CORP | $40.06万 | 0.39% | 4,613 | 56 | 1.2% | $4,863 | 加仓 |
| HD | HOME DEPOT INC | $42.73万 | 0.42% | 1,299 | -2 | -0.2% | -$658 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $42.78万 | 0.42% | 5,948 | 12 | 0.2% | $863 | 加仓 |
| ADBE | ADOBE INC | $43.22万 | 0.43% | 1,778 | 4 | 0.2% | $972 | 加仓 |
| TWLO | TWILIO INC | $44.26万 | 0.44% | 3,518 | 8 | 0.2% | $1,007 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $46.27万 | 0.46% | 10,214 | -4 | -0.0% | -$181 | 减仓 |
| ONEQ | FIDELITY COMWLTH TR | $49.77万 | 0.49% | 5,861 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $49.89万 | 0.49% | 5,188 | 118 | 2.3% | $1.13万 | 加仓 |
| META | META PLATFORMS INC | $50.80万 | 0.50% | 888 | 28 | 3.3% | $1.60万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $50.80万 | 0.50% | 3,168 | 1,073 | 51.2% | $17.20万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $53.49万 | 0.53% | 1,977 | 9 | 0.5% | $2,435 | 加仓 |
| IHF | ISHARES TR | $54.76万 | 0.54% | 13,086 | 35 | 0.3% | $1,465 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $59.28万 | 0.58% | 1,960 | 3 | 0.2% | $907 | 加仓 |
| GOOG | ALPHABET INC | $62.93万 | 0.62% | 2,194 | 59 | 2.8% | $1.69万 | 加仓 |
| ABBV | ABBVIE INC | $65.30万 | 0.64% | 3,002 | -1,085 | -26.5% | -$23.60万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $70.14万 | 0.69% | 2,385 | 79 | 3.4% | $2.32万 | 加仓 |
| ORCL | ORACLE CORP | $71.00万 | 0.70% | 4,826 | 2,578 | 114.7% | $37.92万 | 加仓 |
| DHI | D R HORTON INC | $73.01万 | 0.72% | 5,321 | -15 | -0.3% | -$2,058 | 减仓 |
| FTNT | FORTINET INC | $74.55万 | 0.73% | 9,123 | -560 | -5.8% | -$4.58万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $75.87万 | 0.75% | 17,835 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $77.99万 | 0.77% | 2,308 | -7 | -0.3% | -$2,365 | 减仓 |
| CVX | CHEVRON CORPORATION | $79.73万 | 0.78% | 3,853 | 44 | 1.2% | $9,105 | 加仓 |
| BA | BOEING CO | $82.59万 | 0.81% | 4,149 | 42 | 1.0% | $8,360 | 加仓 |
| ARKB | ARK 21SHARES BITCOIN ETF | $83.36万 | 0.82% | 37,067 | -332 | -0.9% | -$7,467 | 减仓 |
| VBK | VANGUARD INDEX FDS | $83.90万 | 0.83% | 2,776 | 47 | 1.7% | $1.42万 | 加仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $84.75万 | 0.83% | 3,875 | 130 | 3.5% | $2.84万 | 加仓 |
| IHI | ISHARES TR | $85.58万 | 0.84% | 16,040 | 26 | 0.2% | $1,387 | 加仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $92.04万 | 0.91% | 54,883 | 1,772 | 3.3% | $2.97万 | 加仓 |
| ENB | ENBRIDGE INC | $95.56万 | 0.94% | 17,651 | -8 | -0.0% | -$433 | 减仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $96.22万 | 0.95% | 8,798 | 364 | 4.3% | $3.98万 | 加仓 |
| FDD | FIRST TR EXCHANGE-TRADED FD | $98.91万 | 0.97% | 55,534 | 2,045 | 3.8% | $3.64万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $99.58万 | 0.98% | 15,886 | 801 | 5.3% | $5.02万 | 加仓 |
| ITA | ISHARES TR | $99.71万 | 0.98% | 4,558 | -6 | -0.1% | -$1,313 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $106.18万 | 1.04% | 2,720 | 689 | 33.9% | $26.90万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $114.27万 | 1.12% | 1,147 | 57 | 5.2% | $5.68万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $115.47万 | 1.14% | 33,559 | -24 | -0.1% | -$826 | 减仓 |
| TSLA | TESLA INC | $116.78万 | 1.15% | 3,141 | 26 | 0.8% | $9,666 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $121.87万 | 1.20% | 8,229 | 25 | 0.3% | $3,702 | 加仓 |
| CGIE | CAPITAL GROUP INTERNATIONAL | $130.95万 | 1.29% | 38,720 | 38,720 | — | $130.95万 | 新建仓 |
| BUFF | INNOVATOR ETFS TRUST | $136.23万 | 1.34% | 27,571 | -127 | -0.5% | -$6,275 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $140.02万 | 1.38% | 48,066 | 412 | 0.9% | $1.20万 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $160.27万 | 1.58% | 26,810 | 1,409 | 5.5% | $8.42万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $162.99万 | 1.60% | 34,656 | -124 | -0.4% | -$5,832 | 减仓 |
| VB | VANGUARD INDEX FDS | $164.16万 | 1.61% | 6,268 | 285 | 4.8% | $7.46万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $167.48万 | 1.65% | 11,449 | 428 | 3.9% | $6.26万 | 加仓 |
| PJUL | INNOVATOR ETFS TRUST | $169.25万 | 1.66% | 36,820 | 0 | 0.0% | — | 不变 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $175.62万 | 1.73% | 35,258 | 2,493 | 7.6% | $12.42万 | 加仓 |
| WMT | WALMART INC | $203.28万 | 2.00% | 16,357 | -742 | -4.3% | -$9.22万 | 减仓 |
| AMZN | AMAZON COM INC | $207.01万 | 2.04% | 9,939 | 133 | 1.4% | $2.77万 | 加仓 |
| MSFT | MICROSOFT CORP | $211.76万 | 2.08% | 5,721 | 726 | 14.5% | $26.87万 | 加仓 |
| AAPL | APPLE INC | $212.17万 | 2.09% | 8,360 | 46 | 0.6% | $1.17万 | 加仓 |
| VO | VANGUARD INDEX FDS | $216.25万 | 2.13% | 7,530 | 259 | 3.6% | $7.44万 | 加仓 |
| SMH | VANECK ETF TRUST | $220.76万 | 2.17% | 5,758 | 66 | 1.2% | $2.53万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $246.41万 | 2.42% | 26,564 | 6,321 | 31.2% | $58.63万 | 加仓 |
| AMAT | APPLIED MATLS INC | $261.44万 | 2.57% | 7,649 | 37 | 0.5% | $1.26万 | 加仓 |
| PYLD | PIMCO ETF TR | $282.85万 | 2.78% | 107,960 | -355 | -0.3% | -$9,301 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $285.49万 | 2.81% | 37,969 | -68 | -0.2% | -$5,113 | 减仓 |
| VUG | VANGUARD INDEX FDS | $323.38万 | 3.18% | 7,404 | 11 | 0.1% | $4,804 | 加仓 |
| GLD | SPDR GOLD TR | $330.29万 | 3.25% | 7,676 | -378 | -4.7% | -$16.26万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $345.89万 | 3.40% | 19,833 | 850 | 4.5% | $14.82万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $359.46万 | 3.54% | 52,645 | 1,172 | 2.3% | $8.00万 | 加仓 |
| AVGO | BROADCOM INC | $367.99万 | 3.62% | 11,889 | 80 | 0.7% | $2.48万 | 加仓 |
| QQQ | INVESCO QQQ TR | $400.30万 | 3.94% | 6,935 | 109 | 1.6% | $6.29万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $406.40万 | 4.00% | 103,069 | 1,804 | 1.8% | $7.11万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $483.43万 | 4.76% | 95,163 | 1,916 | 2.1% | $9.73万 | 加仓 |