Plus Group Wealth Advisors LLC
BELGIUM WI · SEC CIK 0002109515
$1.06亿2026Q2 申报市值
48持仓数
72.1%前十大占比 · 第一大 11.4%
6 / 0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
ESN 新建仓+$212.48万
IWR 新建仓+$127.07万
FTSM 加仓+$74.10万
SCHF 加仓+$57.86万
LMBS 加仓+$54.99万
2026Q2 卖出最多 按季末市值估算
FTCS 减仓-$104.67万
QQQ 减仓-$95.88万
FVD 减仓-$29.79万
TDIV 减仓-$23.35万
AMZN 减仓-$18.07万
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 |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | $1,211.96万 | 11.40% | 16,458 | -1,302 | -7.3% | -$95.88万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $927.57万 | 8.72% | 266,466 | 4,734 | 1.8% | $16.48万 | 加仓 |
| VB | VANGUARD INDEX FDS | $907.68万 | 8.54% | 29,945 | 606 | 2.1% | $18.37万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $841.30万 | 7.91% | 303,719 | 20,889 | 7.4% | $57.86万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $836.04万 | 7.86% | 173,524 | -6,184 | -3.4% | -$29.79万 | 减仓 |
| VO | VANGUARD INDEX FDS | $803.77万 | 7.56% | 99,760 | 3,964 | 4.1% | $31.94万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $607.60万 | 5.71% | 179,550 | 1,533 | 0.9% | $5.19万 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $592.42万 | 5.57% | 22,379 | -218 | -1.0% | -$5.77万 | 减仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $532.03万 | 5.00% | 89,073 | 12,405 | 16.2% | $74.10万 | 加仓 |
| AMZN | AMAZON COM INC | $407.08万 | 3.83% | 17,080 | -758 | -4.2% | -$18.07万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $344.93万 | 3.24% | 35,770 | 2,941 | 9.0% | $28.36万 | 加仓 |
| SPTI | SPDR SERIES TRUST | $313.90万 | 2.95% | 110,568 | 5,615 | 5.4% | $15.94万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $272.92万 | 2.57% | 54,825 | 11,047 | 25.2% | $54.99万 | 加仓 |
| ESN | NORTHERN LTS FD TR II | $212.48万 | 2.00% | 106,862 | 106,862 | — | $212.48万 | 新建仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $143.94万 | 1.35% | 26,767 | 721 | 2.8% | $3.88万 | 加仓 |
| IWR | ISHARES TR | $127.07万 | 1.20% | 11,518 | 11,518 | — | $127.07万 | 新建仓 |
| — | GABELLI UTIL TR | $123.79万 | 1.16% | 187,849 | 8,578 | 4.8% | $5.65万 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $118.31万 | 1.11% | 10,299 | -2,033 | -16.5% | -$23.35万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $104.67万 | 0.98% | 8,963 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $76.25万 | 0.72% | 1,110 | 64 | 6.1% | $4.40万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $74.66万 | 0.70% | 12,383 | 162 | 1.3% | $9,767 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $65.84万 | 0.62% | 7,010 | -11,144 | -61.4% | -$104.67万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $64.88万 | 0.61% | 11,487 | 1,324 | 13.0% | $7.48万 | 加仓 |
| — | FIDELITY COVINGTON TRUST | $63.45万 | 0.60% | 23,183 | 71 | 0.3% | $1,943 | 加仓 |
| JPRE | J P MORGAN EXCHANGE TRADED F | $63.33万 | 0.60% | 12,137 | 354 | 3.0% | $1.85万 | 加仓 |
| INCM | FRANKLIN TEMPLETON ETF TR | $59.20万 | 0.56% | 20,516 | 588 | 3.0% | $1.70万 | 加仓 |
| SII | SPROTT INC | $56.17万 | 0.53% | 5,000 | 0 | 0.0% | — | 不变 |
| BMI | BADGER METER INC | $54.81万 | 0.52% | 3,694 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $54.49万 | 0.51% | 17,184 | 153 | 0.9% | $4,852 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $54.44万 | 0.51% | 8,858 | 124 | 1.4% | $7,621 | 加仓 |
| IWD | ISHARES TR | $45.11万 | 0.42% | 1,861 | -5 | -0.3% | -$1,212 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $41.26万 | 0.39% | 9,070 | -958 | -9.6% | -$4.36万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $40.62万 | 0.38% | 544 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $35.19万 | 0.33% | 470 | 162 | 52.6% | $12.13万 | 加仓 |
| MGK | VANGUARD WORLD FD | $33.52万 | 0.32% | 3,813 | -2 | -0.1% | -$176 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $32.19万 | 0.30% | 10,069 | 48 | 0.5% | $1,535 | 加仓 |
| AAPL | APPLE INC | $28.15万 | 0.26% | 973 | -60 | -5.8% | -$1.74万 | 减仓 |
| AOS | SMITH A O CORP | $26.91万 | 0.25% | 4,290 | -280 | -6.1% | -$1.76万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $26.59万 | 0.25% | 2,235 | 2,235 | — | $26.59万 | 新建仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $25.58万 | 0.24% | 2,373 | 2,373 | — | $25.58万 | 新建仓 |
| ROAD | CONSTRUCTION PARTNERS INC | $25.50万 | 0.24% | 2,147 | 50 | 2.4% | $5,938 | 加仓 |
| MSFT | MICROSOFT CORP | $25.14万 | 0.24% | 674 | -24 | -3.4% | -$8,952 | 减仓 |
| SPTM | SPDR SERIES TRUST | $24.64万 | 0.23% | 2,714 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD SCOTTSDALE FDS | $22.32万 | 0.21% | 2,700 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $21.34万 | 0.20% | 1,719 | 1,286 | 297.0% | $15.97万 | 重新持有 |
| MGV | VANGUARD WORLD FD | $20.92万 | 0.20% | 1,280 | 1,280 | — | $20.92万 | 新建仓 |
| GOOGL | ALPHABET INC | $20.48万 | 0.19% | 573 | 573 | — | $20.48万 | 新建仓 |
| USMV | ISHARES TR | $20.31万 | 0.19% | 2,106 | -83 | -3.8% | -$8,005 | 减仓 |