Wiser Wealth Management, Inc
- SEC CIK
- 0001573263
- 最新申報
- 2026/7/14
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/14 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 75
- 較 2026 年第 1 季 +17
- 總值
- $5.23 億
- 較 2026 年第 1 季 +$5,900 萬 (+12.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF922908363 | ETF | 241,952 | $1.66 億 | 31.8% | −2,155−0.9% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q670 | CORE PLUS BD ETF | 1,314,982 | $6,173 萬 | 11.8% | +29,628+2.3% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 630,260 | $4,491 萬 | 8.6% | +11,950+1.9% | 加碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 304,688 | $3,642 萬 | 7.0% | −5,408−1.7% | 減碼依 8 比 1 拆股換算 | – |
| iShares Tr46434V100 | 0-5YR INVT GR CP | 510,292 | $2,570 萬 | 4.9% | +18,904+3.8% | 加碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 400,271 | $2,490 萬 | 4.8% | +12,244+3.2% | 加碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 496,529 | $2,405 萬 | 4.6% | −8,815−1.7% | 減碼 | – |
| Vanguard Admiral FDS Inc921932828 | SMLLCP 600 IDX | 153,116 | $2,106 萬 | 4.0% | −1,247−0.8% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 26,722 | $2,001 萬 | 3.8% | −287−1.1% | 減碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 250,382 | $1,951 萬 | 3.7% | +6,914+2.8% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 169,482 | $1,244 萬 | 2.4% | +21,115+14.2% | 加碼 | – |
| iShares Tr46435G672 | CORE INTL AGGR | 128,884 | $652.2 萬 | 1.2% | +34,018+35.9% | 加碼 | – |
| AAPLApple Inc. | Stock | 13,967 | $404.1 萬 | 0.8% | +1,664+13.5% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 26,953 | $399.7 萬 | 0.8% | −433−1.6% | 減碼 | – |
| BITBBitwise Bitcoin ETF | SHS BEN INT | 98,102 | $312.6 萬 | 0.6% | +564+0.6% | 加碼 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 9,083 | $312.4 萬 | 0.6% | −34−0.4% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 14,029 | $280.7 萬 | 0.5% | +1,185+9.2% | 加碼 | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 23,276 | $247.8 萬 | 0.5% | +3,303+16.5% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 6,501 | $240.6 萬 | 0.5% | +181+2.9% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 22,747 | $219.7 萬 | 0.4% | −2,633−10.4% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,692 | $201.1 萬 | 0.4% | +363+15.6% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 5,369 | $200.3 萬 | 0.4% | +808+17.7% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 5,345 | $191.0 萬 | 0.4% | +283+5.6% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 4,411 | $155.6 萬 | 0.3% | −428−8.8% | 減碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 17,265 | $147.6 萬 | 0.3% | −777−4.3% | 減碼 | – |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 5,093 | $145.4 萬 | 0.3% | +106+2.1% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 6,033 | $142.8 萬 | 0.3% | −174−2.8% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 5,986 | $142.7 萬 | 0.3% | +407+7.3% | 加碼 | 歷史 |
| ETHWBitwise Ethereum ETF | SHS | 112,955 | $127.4 萬 | 0.2% | +4,560+4.2% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 13,296 | $127.3 萬 | 0.2% | +7,271+120.7% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 4,418 | $112.2 萬 | 0.2% | +63+1.4% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 2,613 | $98.7 萬 | 0.2% | +249+10.5% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,402 | $84.9 萬 | 0.2% | +192+8.7% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,306 | $73.6 萬 | 0.1% | +151+13.1% | 加碼 | 歷史 |
| MUMicron Technology Inc | Stock | 601 | $69.4 萬 | 0.1% | +601 | 新進 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 8,678 | $68.6 萬 | 0.1% | +2,816+48.0% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 6,106 | $65.7 萬 | 0.1% | +50+0.8% | 加碼 | – |
| TSLATesla, Inc. | Stock | 1,560 | $65.6 萬 | 0.1% | +128+8.9% | 加碼 | 歷史 |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 12,580 | $64.2 萬 | 0.1% | +6,919+122.2% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 525 | $63.0 萬 | 0.1% | +42+8.7% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,923 | $62.9 萬 | 0.1% | +288+17.6% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 1,704 | $58.5 萬 | 0.1% | +441+34.9% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,143 | $57.2 萬 | 0.1% | +42+3.8% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 5,022 | $56.9 萬 | 0.1% | +168+3.5% | 加碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 6,559 | $54.9 萬 | 0.1% | −579−8.1% | 減碼 | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 5,784 | $52.5 萬 | 0.1% | −315−5.2% | 減碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 887 | $51.5 萬 | 0.1% | +887 | 新進 | 歷史 |
| KOCoca Cola Co | Stock | 5,373 | $43.7 萬 | 0.1% | +44+0.8% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 2,741 | $40.2 萬 | 0.1% | −174−6.0% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,876 | $39.3 萬 | 0.1% | +322+12.6% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 538 | $38.9 萬 | 0.1% | +538 | 新進 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 1,088 | $34.2 萬 | 0.1% | −18−1.6% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 2,450 | $34.2 萬 | 0.1% | +2,450 | 新進 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 448 | $33.0 萬 | 0.1% | +448 | 新進 | – |
| PMPhilip Morris International Inc. | Stock | 1,700 | $30.8 萬 | 0.1% | +138+8.8% | 加碼 | 歷史 |
| FTITechnipFMC plc | COM | 4,572 | $30.3 萬 | 0.1% | +31+0.7% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 718 | $29.8 萬 | 0.1% | +718 | 新進 | 歷史 |
| CATCaterpillar Inc | Stock | 263 | $28.0 萬 | 0.1% | +263 | 新進 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 2,348 | $27.6 萬 | 0.1% | +2,348 | 新進 | 歷史 |
| LRCXLam Research Corp | Stock | 614 | $26.6 萬 | 0.1% | +614 | 新進 | 歷史 |
| GEGeneral Electric Co | Stock | 696 | $26.0 萬 | <0.1% | +696 | 新進 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 269 | $25.2 萬 | <0.1% | +23+9.3% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,000 | $25.2 萬 | <0.1% | +1,000 | 新進 | 歷史 |
| iShares Tr464288612 | INTRM GOV CR ETF | 2,350 | $24.9 萬 | <0.1% | +2,350 | 新進 | – |
| MAMastercard Inc | Stock | 476 | $24.4 萬 | <0.1% | +24+5.3% | 加碼 | 歷史 |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 750 | $22.7 萬 | <0.1% | +750 | 新進 | – |
| KLACKLA Corp | COM NEW | 737 | $22.2 萬 | <0.1% | +737 | 新進 | 歷史 |
| ORCLOracle Corp | Stock | 1,464 | $21.5 萬 | <0.1% | +1,464 | 新進 | 歷史 |
| TXNTexas Instruments Inc | Stock | 707 | $21.1 萬 | <0.1% | +707 | 新進 | 歷史 |
| NFLXNetflix Inc | Stock | 2,936 | $21.0 萬 | <0.1% | +21+0.7% | 加碼 | 歷史 |
| FETHFidelity Ethereum Fund | SHS | 13,278 | $20.9 萬 | <0.1% | +13,278 | 新進 | 歷史 |
| WYWeyerhaeuser Co | COM NEW | 8,646 | $20.7 萬 | <0.1% | +6+0.1% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 1,358 | $20.6 萬 | <0.1% | +102+8.1% | 加碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 1,240 | $20.4 萬 | <0.1% | +1,240 | 新進 | – |
| GSGoldman Sachs Group Inc | Stock | 200 | $20.2 萬 | <0.1% | +200 | 新進 | 歷史 |
2026 年第 1 季之後清倉（2 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。