Wiser Advisor Group LLC
- SEC CIK
- 0002011550
- 最新申報
- 2026/8/14
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/2/5 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 268
- 較 2024 年第 3 季 +7
- 總值
- $6,875 萬
- 較 2024 年第 3 季 +$174.5 萬 (+2.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| WBDWarner Bros. Discovery, Inc. | Stock | 2 | $21 | <0.1% | 00.0% | 不變 | 歷史 |
| CVSCVS Health Corp | Stock | 1 | $48 | <0.1% | −744−99.9% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 1 | $61 | <0.1% | 00.0% | 不變 | 歷史 |
| VIAVViavi Solutions Inc. | COM | 6 | $61 | <0.1% | +6 | 新進 | 歷史 |
| LITELumentum Holdings Inc. | COM | 1 | $84 | <0.1% | +1 | 新進 | 歷史 |
| Global X FDS37950E291 | GLOBX SUPDV US | 6 | $99 | <0.1% | +1+20.0% | 加碼 | – |
| MDTMedtronic plc | Stock | 2 | $167 | <0.1% | 00.0% | 不變 | 歷史 |
| TLRYTilray Brands, Inc. | COM CL 2 | 137 | $182 | <0.1% | 00.0% | 不變 | 歷史 |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 9 | $224 | <0.1% | 00.0% | 不變 | 歷史 |
| GEHCGE HealthCare Technologies Inc. | Stock | 3 | $235 | <0.1% | +3 | 新進 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 2 | $386 | <0.1% | +2 | 新進 | 歷史 |
| ACIAlbertsons Companies, Inc. | COMMON STOCK | 26 | $508 | <0.1% | 00.0% | 不變 | 歷史 |
| OKTAOkta, Inc. | CL A | 8 | $630 | <0.1% | −14−63.6% | 減碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 2 | $658 | <0.1% | +2 | 新進 | 歷史 |
| WisdomTree Tr97717Y790 | US EFFIC CORE FD | 19 | $896 | <0.1% | 00.0% | 不變 | – |
| SPDR Series Trust78464A292 | ST STR PFD ETF | 34 | $1,122 | <0.1% | 00.0% | 不變 | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 18 | $1,181 | <0.1% | 00.0% | 不變 | – |
| NICENICE Ltd. | SPONSORED ADR | 7 | $1,189 | <0.1% | 00.0% | 不變 | 歷史 |
| SBACSba Communications Corp | CL A | 6 | $1,254 | <0.1% | −41−87.2% | 減碼 | 歷史 |
| WPPWPP plc | ADR | 26 | $1,336 | <0.1% | 00.0% | 不變 | 歷史 |
| IAUiShares Gold Trust | ETF | 27 | $1,337 | <0.1% | 00.0% | 不變 | 歷史 |
| VTRSViatris Inc | Stock | 118 | $1,472 | <0.1% | −7−5.6% | 減碼 | 歷史 |
| DKNGDraftKings Inc. | Stock | 40 | $1,488 | <0.1% | 00.0% | 不變 | 歷史 |
| STMSTMicroelectronics N.V. | NY REGISTRY | 62 | $1,556 | <0.1% | 00.0% | 不變 | 歷史 |
| CMCSAComcast Corp | Stock | 42 | $1,576 | <0.1% | +42 | 新進 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 29 | $1,644 | <0.1% | 00.0% | 不變 | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 14 | $1,815 | <0.1% | 00.0% | 不變 | 歷史 |
| GEGeneral Electric Co | Stock | 11 | $1,835 | <0.1% | +11 | 新進 | 歷史 |
| BHPBHP Group Ltd | ADR | 39 | $1,920 | <0.1% | 00.0% | 不變 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 23 | $1,980 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 39 | $2,033 | <0.1% | +1+2.6% | 加碼 | – |
| SOLVSolventum Corp | Stock | 32 | $2,114 | <0.1% | 00.0% | 不變 | 歷史 |
| BPBP PLC | ADR | 76 | $2,234 | <0.1% | +1+1.3% | 加碼 | 歷史 |
| Flexshares Tr33939L407 | MORNSTAR UPSTR | 64 | $2,327 | <0.1% | 00.0% | 不變 | – |
| GRALGRAIL, Inc. | COM | 131 | $2,339 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab US Tips ETF808524870 | ETF | 93 | $2,402 | <0.1% | +1+1.1% | 加碼依 2 比 1 拆股換算 | – |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 133 | $2,415 | <0.1% | +3+2.3% | 加碼 | – |
| AALAmerican Airlines Group Inc. | Stock | 140 | $2,440 | <0.1% | 00.0% | 不變 | 歷史 |
| SNYSanofi | SPONSORED ADR | 54 | $2,589 | <0.1% | 00.0% | 不變 | 歷史 |
| NETCloudflare, Inc. | CL A COM | 25 | $2,692 | <0.1% | 00.0% | 不變 | 歷史 |
| PNWPinnacle West Capital Corp | COM | 33 | $2,797 | <0.1% | 00.0% | 不變 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 24 | $3,154 | <0.1% | 00.0% | 不變 | 歷史 |
| SONYSony Group Corp | SPONSORED ADR | 151 | $3,186 | <0.1% | +1+0.7% | 加碼依 5 比 1 拆股換算 | 歷史 |
| INGING Groep NV | SPONSORED ADR | 204 | $3,199 | <0.1% | 00.0% | 不變 | 歷史 |
| ACNAccenture plc | Stock | 9 | $3,200 | <0.1% | 00.0% | 不變 | 歷史 |
| FFord Motor Co | Stock | 323 | $3,201 | <0.1% | +4+1.3% | 加碼 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 18 | $3,449 | <0.1% | −5−21.7% | 減碼 | – |
| GBCIGlacier Bancorp, Inc. | COM | 70 | $3,513 | <0.1% | +1+1.4% | 加碼 | 歷史 |
| CCKCrown Holdings, Inc. | COM | 45 | $3,703 | <0.1% | 00.0% | 不變 | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 46 | $3,721 | <0.1% | 00.0% | 不變 | 歷史 |
| HSBCHSBC Holdings PLC | SPON ADR NEW | 76 | $3,752 | <0.1% | 00.0% | 不變 | 歷史 |
| BCSBarclays PLC | ADR | 296 | $3,935 | <0.1% | 00.0% | 不變 | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 33 | $4,118 | <0.1% | 00.0% | 不變 | 歷史 |
| PINSPinterest, Inc. | CL A | 150 | $4,350 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 20 | $4,419 | <0.1% | +20 | 新進 | – |
| Schwab Fundamental International Equity ETF808524755 | ETF | 135 | $4,470 | <0.1% | +4+3.1% | 加碼 | – |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 152 | $4,520 | <0.1% | 00.0% | 不變依 2 比 1 拆股換算 | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 101 | $4,586 | <0.1% | +1+1.0% | 加碼 | – |
| SWKStanley Black & Decker, Inc. | COM | 58 | $4,661 | <0.1% | +1+1.8% | 加碼 | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 65 | $4,945 | <0.1% | 00.0% | 不變 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 44 | $5,286 | <0.1% | +1+2.3% | 加碼 | 歷史 |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 224 | $5,436 | <0.1% | +4+1.8% | 加碼依 2 比 1 拆股換算 | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 64 | $5,706 | <0.1% | +1+1.6% | 加碼 | – |
| MCHPMicrochip Technology Inc | Stock | 101 | $5,812 | <0.1% | 00.0% | 不變 | 歷史 |
| NGGNational Grid PLC | SPONSORED ADR NE | 98 | $5,853 | <0.1% | 00.0% | 不變 | 歷史 |
| UBERUber Technologies, Inc | Stock | 100 | $6,032 | <0.1% | 00.0% | 不變 | 歷史 |
| OSGOctave Specialty Group Inc | COM NEW | 500 | $6,325 | <0.1% | 00.0% | 不變 | 歷史 |
| CWHCamping World Holdings, Inc. | CL A | 317 | $6,680 | <0.1% | +2+0.6% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 294 | $6,698 | <0.1% | −16−5.2% | 減碼 | 歷史 |
| WisdomTree Tr97717Y543 | ARTI INT INN FD | 310 | $6,825 | <0.1% | 00.0% | 不變 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 152 | $7,454 | <0.1% | +2+1.3% | 加碼 | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 316 | $7,490 | <0.1% | 00.0% | 不變依 3 比 1 拆股換算 | – |
| TGTTarget Corp | Stock | 57 | $7,646 | <0.1% | +1+1.8% | 加碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 47 | $7,673 | <0.1% | −43−47.8% | 減碼 | 歷史 |
| iShares Tr46434V613 | CORE UNIVRSL USD | 173 | $7,818 | <0.1% | +2+1.2% | 加碼 | – |
| SQMChemical & Mining Co of Chile Inc | SPON ADR SER B | 225 | $8,181 | <0.1% | 00.0% | 不變 | 歷史 |
| DOWDow Inc. | Stock | 204 | $8,188 | <0.1% | −194−48.7% | 減碼 | 歷史 |
| iShares Tr46434V423 | MSCI SAUDI ARBIA | 205 | $8,388 | <0.1% | +2+1.0% | 加碼 | – |
| CSXCSX Corp | Stock | 267 | $8,616 | <0.1% | 00.0% | 不變 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 72 | $8,697 | <0.1% | 00.0% | 不變 | 歷史 |
| REALTheRealReal, Inc. | COM | 800 | $8,744 | <0.1% | +800 | 新進 | 歷史 |
| DUOLDuolingo, Inc. | CL A COM | 27 | $8,754 | <0.1% | 00.0% | 不變 | 歷史 |
| TSCOTractor Supply Co | COM | 169 | $8,984 | <0.1% | −1−0.6% | 減碼依 5 比 1 拆股換算 | 歷史 |
| UMCUnited Microelectronics Corp | SPON ADR NEW | 1,400 | $9,086 | <0.1% | 00.0% | 不變 | 歷史 |
| RXORXO, Inc. | COMMON STOCK | 387 | $9,226 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 81 | $9,516 | <0.1% | 00.0% | 不變 | – |
| BXMTBlackstone Mortgage Trust, Inc. | COM CL A | 547 | $9,526 | <0.1% | +14+2.6% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 34 | $9,806 | <0.1% | 00.0% | 不變 | – |
| GMEDGlobus Medical Inc | Stock | 122 | $1.01 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A573 | ST STR SP HCSVC | 112 | $1.01 萬 | <0.1% | 00.0% | 不變 | – |
| CARRCarrier Global Corp | Stock | 149 | $1.02 萬 | <0.1% | +1+0.7% | 加碼 | 歷史 |
| WECWec Energy Group, Inc. | Stock | 111 | $1.04 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KMBKimberly Clark Corp | Stock | 83 | $1.09 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FDXFedEx Corp | Stock | 41 | $1.16 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DASHDoorDash, Inc. | Stock | 70 | $1.17 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MOAltria Group, Inc. | Stock | 227 | $1.19 萬 | <0.1% | +4+1.8% | 加碼 | 歷史 |
| Etfis Ser Tr I26923G822 | VIRTUS INFRCAP | 544 | $1.19 萬 | <0.1% | +12+2.3% | 加碼 | – |
| LAMRLamar Advertising Co | REIT | 99 | $1.21 萬 | <0.1% | +1+1.0% | 加碼 | 歷史 |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 271 | $1.30 萬 | <0.1% | +5+1.9% | 加碼 | – |
| BUDAnheuser-Busch InBev SA/NV | ADR | 264 | $1.32 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2024 年第 3 季之後清倉（4 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。