Plus Group Wealth Advisors LLC
BELGIUM WI · SEC CIK 0002109515
$9,089.35万2026Q1 申报市值
41持仓数
73.7%前十大占比 · 第一大 11.3%
0 / 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
FVD 加仓+$62.51万
FTSM 加仓+$53.61万
VNQ 加仓+$49.52万
SPTI 加仓+$48.01万
VO 加仓+$24.27万
2026Q1 卖出最多 按季末市值估算
QQQ 减仓-$34.86万
MKL 清仓-$21.50万
AMZN 减仓-$18.52万
SCHG 减仓-$10.91万
TDIV 减仓-$1,967
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 |
|---|---|---|---|---|---|---|---|---|
| MKL | MARKEL GROUP INC | $0 | 0.00% | 0 | -100 | -100.0% | -$21.50万 | 清仓 |
| IWF | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IVV | ISHARES TR | $20.11万 | 0.22% | 308 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $20.30万 | 0.22% | 2,189 | 0 | 0.0% | — | 不变 |
| SPTM | SPDR SERIES TRUST | $21.46万 | 0.24% | 2,714 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD SCOTTSDALE FDS | $22.34万 | 0.25% | 2,700 | 0 | 0.0% | — | 不变 |
| ROAD | CONSTRUCTION PARTNERS INC | $23.30万 | 0.26% | 2,097 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $25.84万 | 0.28% | 698 | 36 | 5.4% | $1.33万 | 加仓 |
| AAPL | APPLE INC | $26.22万 | 0.29% | 1,033 | 49 | 5.0% | $1.24万 | 加仓 |
| MGK | VANGUARD WORLD FD | $28.03万 | 0.31% | 763 | 0 | 0.0% | — | 不变 |
| AOS | SMITH A O CORP | $30.13万 | 0.33% | 4,570 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $33.60万 | 0.37% | 10,021 | 21 | 0.2% | $704 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $35.38万 | 0.39% | 544 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $39.88万 | 0.44% | 1,866 | 0 | 0.0% | — | 不变 |
| FBND | FIDELITY MERRIMACK STR TR | $45.75万 | 0.50% | 10,028 | 1,309 | 15.0% | $5.97万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $48.49万 | 0.53% | 8,734 | 947 | 12.2% | $5.26万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $52.25万 | 0.57% | 17,031 | 955 | 5.9% | $2.93万 | 加仓 |
| BMI | BADGER METER INC | $56.28万 | 0.62% | 3,694 | 160 | 4.5% | $2.44万 | 加仓 |
| JPRE | J P MORGAN EXCHANGE TRADED F | $56.64万 | 0.62% | 11,783 | 664 | 6.0% | $3.19万 | 加仓 |
| INCM | FRANKLIN TEMPLETON ETF TR | $57.29万 | 0.63% | 19,928 | 2,033 | 11.4% | $5.84万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $57.61万 | 0.63% | 10,163 | 596 | 6.2% | $3.38万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $62.51万 | 0.69% | 1,046 | 7 | 0.7% | $4,184 | 加仓 |
| — | FIDELITY COVINGTON TRUST | $63.80万 | 0.70% | 23,112 | 637 | 2.8% | $1.76万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $67.51万 | 0.74% | 12,221 | 892 | 7.9% | $4.93万 | 加仓 |
| SII | SPROTT INC | $71.45万 | 0.79% | 5,000 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $103.77万 | 1.14% | 8,963 | 21 | 0.2% | $2,431 | 加仓 |
| — | GABELLI UTIL TR | $108.46万 | 1.19% | 179,271 | 1,255 | 0.7% | $7,593 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $115.06万 | 1.27% | 26,046 | 119 | 0.5% | $5,257 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $115.50万 | 1.27% | 12,332 | -21 | -0.2% | -$1,967 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $168.40万 | 1.85% | 18,154 | 52 | 0.3% | $4,824 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $218.06万 | 2.40% | 43,778 | 659 | 1.5% | $3.28万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $291.19万 | 3.20% | 32,829 | 5,583 | 20.5% | $49.52万 | 加仓 |
| SPTI | SPDR SERIES TRUST | $300.80万 | 3.31% | 104,953 | 16,753 | 19.0% | $48.01万 | 加仓 |
| AMZN | AMAZON COM INC | $371.51万 | 4.09% | 17,838 | -889 | -4.7% | -$18.52万 | 减仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $458.32万 | 5.04% | 76,668 | 8,968 | 13.2% | $53.61万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $518.56万 | 5.71% | 178,017 | -3,746 | -2.1% | -$10.91万 | 减仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $528.84万 | 5.82% | 22,597 | 843 | 3.9% | $19.73万 | 加仓 |
| VO | VANGUARD INDEX FDS | $687.76万 | 7.57% | 23,949 | 845 | 3.7% | $24.27万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $700.00万 | 7.70% | 282,830 | 7,225 | 2.6% | $17.88万 | 加仓 |
| VB | VANGUARD INDEX FDS | $768.44万 | 8.45% | 29,339 | 561 | 1.9% | $14.69万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $798.28万 | 8.78% | 261,732 | 6,487 | 2.5% | $19.79万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $845.17万 | 9.30% | 179,708 | 13,291 | 8.0% | $62.51万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,025.06万 | 11.28% | 17,760 | -604 | -3.3% | -$34.86万 | 减仓 |