Wiser Advisor Group LLC
- SEC CIK
- 0002011550
- 最新申報
- 2026/8/14
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/2/13 申報。只含多頭部位。
- 持股檔數
- 303
- 2023 年第 3 季沒有申報
- 總值
- $6,013 萬
- 2023 年第 3 季沒有申報
Wiser Advisor Group LLC 沒有申報 2023 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 25,141 | $484.0 萬 | 8.1% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 10,440 | $456.0 萬 | 7.6% | – | – | – |
| First Tr Exch Traded FD III33739N108 | MANAGD MUN ETF | 81,087 | $418.9 萬 | 7.0% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 42,129 | $309.9 萬 | 5.2% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 10,195 | $217.5 萬 | 3.6% | – | – | – |
| New York Life Investments Et45409B560 | FTSE INTL EQTY C | 84,529 | $210.2 萬 | 3.5% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 12,862 | $192.3 萬 | 3.2% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 6,124 | $190.4 萬 | 3.2% | – | – | – |
| AMZNAmazon Com Inc | Stock | 11,577 | $175.9 萬 | 2.9% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 11,345 | $158.5 萬 | 2.6% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V472 | S&P MDCP QUALITY | 17,716 | $157.2 萬 | 2.6% | – | – | – |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 88,305 | $148.9 萬 | 2.5% | – | – | – |
| PLDPrologis, Inc. | REIT | 10,488 | $139.8 萬 | 2.3% | – | – | 歷史 |
| DBX ETF Tr233051432 | XTRACK USD HIGH | 35,876 | $127.5 萬 | 2.1% | – | – | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 22,338 | $126.0 萬 | 2.1% | – | – | – |
| MSFTMicrosoft Corp | Stock | 3,260 | $122.6 萬 | 2.0% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 7,052 | $119.9 萬 | 2.0% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 3,345 | $115.9 萬 | 1.9% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 3,701 | $109.7 萬 | 1.8% | – | – | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 2 | $108.5 萬 | 1.8% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 2,981 | $105.5 萬 | 1.8% | – | – | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 21,306 | $100.6 萬 | 1.7% | – | – | – |
| ZTSZoetis Inc. | Stock | 4,696 | $92.7 萬 | 1.5% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 13,963 | $82.3 萬 | 1.4% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 4,703 | $74.1 萬 | 1.2% | – | – | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 8,052 | $65.4 萬 | 1.1% | – | – | – |
| Invesco Exch Traded FD Tr II46138E537 | NATL AMT MUNI | 21,930 | $53.0 萬 | 0.9% | – | – | – |
| First Tr Exchange-Traded FD33739Q705 | FT VEST S&P 500 | 9,713 | $50.2 萬 | 0.8% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 5,156 | $45.6 萬 | 0.8% | – | – | – |
| DISWalt Disney Co | Stock | 4,959 | $44.8 萬 | 0.7% | – | – | 歷史 |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 7,968 | $41.1 萬 | 0.7% | – | – | – |
| ABTAbbott Laboratories | Stock | 3,394 | $37.4 萬 | 0.6% | – | – | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 3,437 | $37.2 萬 | 0.6% | – | – | – |
| Global X FDS37954Y343 | GLBL X MLP ETF | 8,329 | $36.9 萬 | 0.6% | – | – | – |
| Invesco Exch Traded FD Tr II46138E511 | PFD ETF | 31,510 | $36.1 萬 | 0.6% | – | – | – |
| JJacobs Solutions Inc. | COM | 2,680 | $34.8 萬 | 0.6% | – | – | 歷史 |
| YUMCYum China Holdings, Inc. | COM | 7,210 | $30.6 萬 | 0.5% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 7,812 | $29.5 萬 | 0.5% | – | – | 歷史 |
| DUKDuke Energy CORP | Stock | 2,836 | $27.5 萬 | 0.5% | – | – | 歷史 |
| RACEFerrari N.V. | COM | 810 | $27.4 萬 | 0.5% | – | – | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 507 | $26.9 萬 | 0.4% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 5,228 | $26.4 萬 | 0.4% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 599 | $24.5 萬 | 0.4% | – | – | – |
| TSLATesla, Inc. | Stock | 965 | $24.0 萬 | 0.4% | – | – | 歷史 |
| ProShares Tr74348A145 | PET CARE ETF | 4,497 | $23.7 萬 | 0.4% | – | – | – |
| First Tr Exchange-Traded FD336920103 | US EQTY OPPT ETF | 2,393 | $23.0 萬 | 0.4% | – | – | – |
| ILMNIllumina, Inc. | COM | 1,537 | $21.4 萬 | 0.4% | – | – | 歷史 |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 4,199 | $20.7 萬 | 0.3% | – | – | – |
| Exchange Traded Concepts Tru301505707 | ROBO GLB ETF | 3,515 | $20.1 萬 | 0.3% | – | – | – |
| PFEPfizer Inc | Stock | 6,834 | $19.7 萬 | 0.3% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138E149 | S&P SMLCP HELT | 4,518 | $19.3 萬 | 0.3% | – | – | – |
| Amplify Blockchain Technology ETF032108607 | ETF | 6,356 | $19.0 萬 | 0.3% | – | – | – |
| RCLRoyal Caribbean Cruises Ltd | COM | 1,249 | $16.2 萬 | 0.3% | – | – | 歷史 |
| VVisa Inc. | Stock | 619 | $16.1 萬 | 0.3% | – | – | 歷史 |
| New York Life Invts Active E45409F827 | MACKAY MUN INTER | 5,061 | $12.4 萬 | 0.2% | – | – | – |
| PANWPalo Alto Networks Inc | Stock | 414 | $12.2 萬 | 0.2% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 800 | $11.3 萬 | 0.2% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 172 | $10.3 萬 | 0.2% | – | – | 歷史 |
| AMTAmerican Tower Corp | REIT | 459 | $9.91 萬 | 0.2% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 146 | $9.67 萬 | 0.2% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 601 | $9.41 萬 | 0.2% | – | – | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 41 | $9.38 萬 | 0.2% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 177 | $9.33 萬 | 0.2% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 867 | $9.14 萬 | 0.2% | – | – | 歷史 |
| LOWLowes Companies Inc | Stock | 408 | $9.09 萬 | 0.2% | – | – | 歷史 |
| WMWaste Management Inc | Stock | 475 | $8.51 萬 | 0.1% | – | – | 歷史 |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 478 | $8.06 萬 | 0.1% | – | – | – |
| SPDR Index Shs FDS78463X202 | ST STR EU 50 ETF | 1,672 | $7.99 萬 | 0.1% | – | – | – |
| iShares Core High Dividend ETF46429B663 | ETF | 778 | $7.93 萬 | 0.1% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 1,646 | $7.88 萬 | 0.1% | – | – | – |
| AKAMAkamai Technologies Inc | COM | 655 | $7.75 萬 | 0.1% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 162 | $7.73 萬 | 0.1% | – | – | – |
| ALLAllstate Corp | Stock | 520 | $7.28 萬 | 0.1% | – | – | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 911 | $7.20 萬 | 0.1% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 615 | $6.70 萬 | 0.1% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 135 | $6.69 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 634 | $6.67 萬 | 0.1% | – | – | – |
| RTXRTX Corp | Stock | 765 | $6.43 萬 | 0.1% | – | – | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 882 | $6.37 萬 | 0.1% | – | – | 歷史 |
| DLTRDollar Tree, Inc. | COM | 442 | $6.28 萬 | 0.1% | – | – | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 354 | $6.16 萬 | 0.1% | – | – | 歷史 |
| MGMMGM Resorts International | Stock | 1,281 | $5.72 萬 | 0.1% | – | – | 歷史 |
| MDLZMondelez International, Inc. | Stock | 787 | $5.70 萬 | 0.1% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 272 | $5.70 萬 | 0.1% | – | – | 歷史 |
| WELLWelltower Inc. | REIT | 632 | $5.70 萬 | 0.1% | – | – | 歷史 |
| CVSCVS Health Corp | Stock | 722 | $5.70 萬 | 0.1% | – | – | 歷史 |
| CCitigroup Inc | Stock | 1,102 | $5.67 萬 | 0.1% | – | – | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 990 | $5.33 萬 | 0.1% | – | – | – |
| NEENextera Energy Inc | Stock | 872 | $5.30 萬 | 0.1% | – | – | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 336 | $5.28 萬 | 0.1% | – | – | 歷史 |
| EQIXEquinix Inc | COM | 65 | $5.21 萬 | 0.1% | – | – | 歷史 |
| ORealty Income Corp | REIT | 904 | $5.19 萬 | 0.1% | – | – | 歷史 |
| BLKBlackRock, Inc. | COM | 64 | $5.18 萬 | 0.1% | – | – | 歷史 |
| AVBAvalonbay Communities Inc | COM | 276 | $5.16 萬 | 0.1% | – | – | 歷史 |
| CVXChevron Corp | Stock | 334 | $4.99 萬 | 0.1% | – | – | 歷史 |
| AXPAmerican Express Co | Stock | 260 | $4.87 萬 | 0.1% | – | – | 歷史 |
| SYKStryker Corp | Stock | 163 | $4.87 萬 | 0.1% | – | – | 歷史 |
| UDRUDR, Inc. | COM | 1,226 | $4.69 萬 | 0.1% | – | – | 歷史 |
| MARMarriott International Inc | Stock | 201 | $4.53 萬 | 0.1% | – | – | 歷史 |
| DGXQuest Diagnostics Inc | COM | 325 | $4.48 萬 | 0.1% | – | – | 歷史 |