13F 机构持仓

TopTier Wealth Management, LLC

MUSKEGO WI · SEC CIK 0002109367

2026Q22026Q1 更早 9 个季度 🔒
$1.63亿2026Q1 申报市值
795持仓数
39.8%前十大占比 · 第一大 8.6%
674 / 0新建仓 / 清仓
申报市值走势$1.66亿2026Q2
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

DGRW 8.6%
QQQ 6.4%
DLN 5.8%
EES 3.4%
EPS 3.4%
BOXX 3.2%
SPY 2.9%
EZM 2.5%
VTI 1.9%
BFEB 1.7%

2026Q1 买入最多 按季末市值估算

BFEB 加仓+$61.82万
DGRW 加仓+$58.74万
IJH 加仓+$57.19万
DLN 加仓+$53.50万
IGV 新建仓+$33.08万

2026Q1 卖出最多 按季末市值估算

PAPR 减仓-$46.80万
MDY 减仓-$20.23万
DEM 减仓-$19.62万
WISDOMTREE TR 减仓-$16.93万
BOXX 减仓-$13.40万

2026Q1 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
PDI PIMCO DYNAMIC INCOME FD $29.12万0.18%17,021 00.0% — 不变
XMLV INVESCO EXCH TRADED FD TR II $29.05万0.18%4,613 380.8% $2,393 加仓
BKLN INVESCO EXCH TRADED FD TR II $29.00万0.18%14,208 2111.5% $4,306 加仓
FSEP FIRST TR EXCHNG TRADED FD VI $28.96万0.18%5,755 00.0% — 不变
DDWM WISDOMTREE TR $27.50万0.17%6,235 6,235— $27.50万 新建仓
GOOG ALPHABET INC $27.33万0.17%953 283.0% $8,031 加仓
DEM WISDOMTREE TR $26.73万0.16%5,379 -3,949-42.3% -$19.62万 减仓
— INNOVATOR ETFS TRUST $26.64万0.16%9,724 1,43017.2% $3.92万 加仓
HDV ISHARES TR $26.52万0.16%1,954 00.0% — 不变
— FIRST TR EXCHNG TRADED FD VI $26.46万0.16%6,655 00.0% — 不变
DXJ WISDOMTREE TR $26.02万0.16%1,641 1,641— $26.02万 新建仓
SPDW SPDR INDEX SHS FDS $25.85万0.16%5,663 5,663— $25.85万 新建仓
— GLOBAL X FDS $25.53万0.16%9,713 00.0% — 不变
NJAN INNOVATOR ETFS TRUST $25.45万0.16%4,769 54412.9% $2.90万 加仓
TSLA TESLA INC $25.39万0.16%683 30.4% $1,115 加仓
NTSX WISDOMTREE TR $25.29万0.16%4,849 130.3% $678 加仓
NOCT INNOVATOR ETFS TRUST $24.02万0.15%4,261 00.0% — 不变
KLAC KLA CORP $23.75万0.15%161 161— $23.75万 新建仓
INTU INTUIT $22.31万0.14%516 30.6% $1,297 加仓
IEF ISHARES TR $22.08万0.14%2,314 100.4% $954 加仓
— INNOVATOR ETFS TRUST $21.87万0.13%5,656 00.0% — 不变
— INNOVATOR ETFS TRUST $21.16万0.13%7,945 00.0% — 不变
— WISDOMTREE TR $20.61万0.13%2,488 00.0% — 不变
TPYP TORTOISE CAPITAL SERIES TRUS $20.42万0.13%4,820 4,820— $20.42万 新建仓
JVAL J P MORGAN EXCHANGE TRADED F $19.97万0.12%4,087 30.1% $147 加仓
FMAR FIRST TR EXCHNG TRADED FD VI $19.82万0.12%4,088 4,088— $19.82万 新建仓
V VISA INC $19.71万0.12%652 00.0% — 不变
UJAN INNOVATOR ETFS TRUST $19.59万0.12%4,608 4,608— $19.59万 新建仓
DLS WISDOMTREE TR $19.53万0.12%2,396 2,396— $19.53万 新建仓
WFC WELLS FARGO & CO $19.23万0.12%2,415 -11-0.5% -$876 减仓
EPI WISDOMTREE TR $19.13万0.12%4,689 4,689— $19.13万 新建仓
FJUN FIRST TR EXCHNG TRADED FD VI $18.92万0.12%3,348 3,348— $18.92万 新建仓
TJX TJX COS INC NEW $18.86万0.12%1,181 1,181— $18.86万 新建仓
AMAT APPLIED MATLS INC $18.37万0.11%537 537— $18.37万 新建仓
PJUL INNOVATOR ETFS TRUST $18.19万0.11%3,957 3,957— $18.19万 新建仓
— INNOVATOR ETFS TRUST $18.07万0.11%6,552 6,552— $18.07万 新建仓
— INVESCO EXCH TRD SLF IDX FD $17.38万0.11%2,017 2,017— $17.38万 新建仓
POCT INNOVATOR ETFS TRUST $17.22万0.11%3,994 3,994— $17.22万 新建仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $16.90万0.10%500 500— $16.90万 新建仓
— WISDOMTREE TR $16.89万0.10%5,015 -5,026-50.1% -$16.93万 减仓
ONEQ FIDELITY COMWLTH TR $16.08万0.10%1,894 1,894— $16.08万 新建仓
NOBL PROSHARES TR $15.90万0.10%1,500 1,500— $15.90万 新建仓
GLW CORNING INC $15.16万0.09%1,115 1,115— $15.16万 新建仓
GE GE AEROSPACE $14.98万0.09%528 528— $14.98万 新建仓
TOL TOLL BROTHERS INC $14.90万0.09%1,092 1,092— $14.90万 新建仓
— INNOVATOR ETFS TRUST $14.88万0.09%5,131 5,131— $14.88万 新建仓
PFEB INNOVATOR ETFS TRUST $14.35万0.09%3,579 3,579— $14.35万 新建仓
FAUG FIRST TR EXCHNG TRADED FD VI $14.26万0.09%2,754 2,754— $14.26万 新建仓
VIOV VANGUARD ADMIRAL FDS INC $14.12万0.09%1,388 1,388— $14.12万 新建仓
ITOT ISHARES TR $13.36万0.08%938 938— $13.36万 新建仓
— INNOVATOR ETFS TRUST $13.21万0.08%3,587 3,587— $13.21万 新建仓
AIZ ASSURANT INC $12.39万0.08%569 569— $12.39万 新建仓
AEP AMERICAN ELEC PWR CO INC $12.30万0.08%939 939— $12.30万 新建仓
AVGO BROADCOM INC $11.85万0.07%383 383— $11.85万 新建仓
CMI CUMMINS INC $11.84万0.07%220 220— $11.84万 新建仓
MGK VANGUARD WORLD FD $11.83万0.07%322 322— $11.83万 新建仓
JNJ JOHNSON & JOHNSON $11.68万0.07%478 478— $11.68万 新建仓
RSP INVESCO EXCHANGE TRADED FD T $11.65万0.07%607 607— $11.65万 新建仓
— FIRST TR EXCHNG TRADED FD VI $11.63万0.07%3,475 3,475— $11.63万 新建仓
COF CAPITAL ONE FINL CORP $11.58万0.07%635 635— $11.58万 新建仓
AMP AMERIPRISE FINL INC $11.38万0.07%256 256— $11.38万 新建仓
RTX RTX CORPORATION $11.35万0.07%588 588— $11.35万 新建仓
DFEB FIRST TR EXCHNG TRADED FD VI $11.33万0.07%2,391 2,391— $11.33万 新建仓
NFLX NETFLIX INC. $11.32万0.07%1,177 1,177— $11.32万 新建仓
IBIT ISHARES BITCOIN TRUST ETF $11.28万0.07%2,936 2,936— $11.28万 新建仓
UFEB INNOVATOR ETFS TRUST $11.24万0.07%3,097 3,097— $11.24万 新建仓
LLY ELI LILLY & CO $11.03万0.07%120 120— $11.03万 新建仓
COST COSTCO WHOLESALE CORPORATION $10.85万0.07%109 109— $10.85万 新建仓
ISMD NORTHERN LTS FD TR IV $10.60万0.07%2,653 2,653— $10.60万 新建仓
— ISHARES TR $10.41万0.06%1,600 1,600— $10.41万 新建仓
SAP SAP SE $10.22万0.06%597 597— $10.22万 新建仓
IWM ISHARES TR $9.92万0.06%400 400— $9.92万 新建仓
GPIQ GOLDMAN SACHS ETF TR $9.90万0.06%2,000 2,000— $9.90万 新建仓
WDC WESTERN DIGITAL CORP $9.79万0.06%362 362— $9.79万 新建仓
— INNOVATOR ETFS TRUST $9.74万0.06%3,364 3,364— $9.74万 新建仓
SNX TD SYNNEX CORPORATION $9.70万0.06%575 575— $9.70万 新建仓
PGR PROGRESSIVE CORP $9.54万0.06%481 481— $9.54万 新建仓
SHY ISHARES TR $9.47万0.06%1,147 1,147— $9.47万 新建仓
ABBV ABBVIE INC $9.17万0.06%422 422— $9.17万 新建仓
EEM ISHARES TR $9.16万0.06%1,612 1,612— $9.16万 新建仓
UHS UNIVERSAL HLTH SVCS INC $9.04万0.06%505 505— $9.04万 新建仓
— INNOVATOR ETFS TRUST $9.03万0.06%3,214 3,214— $9.03万 新建仓
PJUN INNOVATOR ETFS TRUST $8.84万0.05%2,113 2,113— $8.84万 新建仓
TEL TE CONNECTIVITY PLC $8.65万0.05%414 414— $8.65万 新建仓
IDV ISHARES TR $8.51万0.05%2,000 2,000— $8.51万 新建仓
BMY BRISTOL-MYERS SQUIBB CO $8.47万0.05%1,397 1,397— $8.47万 新建仓
NJUL INNOVATOR ETFS TRUST $8.45万0.05%1,183 1,183— $8.45万 新建仓
NKE NIKE INC $8.38万0.05%1,586 1,586— $8.38万 新建仓
FHN FIRST HORIZON CORPORATION $8.34万0.05%3,664 3,664— $8.34万 新建仓
QQQJ INVESCO EXCH TRADED FD TR II $8.17万0.05%2,255 2,255— $8.17万 新建仓
IWC ISHARES TR $7.98万0.05%500 500— $7.98万 新建仓
GD GENERAL DYNAMICS CORP $7.87万0.05%229 229— $7.87万 新建仓
QMAR FIRST TR EXCHNG TRADED FD VI $7.73万0.05%2,300 2,300— $7.73万 新建仓
EFX EQUIFAX INC $7.69万0.05%427 427— $7.69万 新建仓
QJUN FIRST TR EXCHNG TRADED FD VI $7.37万0.05%2,360 2,360— $7.37万 新建仓
JPM JPMORGAN CHASE & CO $7.27万0.04%247 247— $7.27万 新建仓
MCK MCKESSON CORP $7.18万0.04%83 83— $7.18万 新建仓
IQDG WISDOMTREE TR $7.18万0.04%1,788 1,788— $7.18万 新建仓
GOOGL ALPHABET INC $7.02万0.04%244 244— $7.02万 新建仓
KMI KINDER MORGAN INC DEL $6.66万0.04%1,986 1,986— $6.66万 新建仓