Wiser Advisor Group LLC
- SEC CIK
- 0002011550
- 最新申報
- 2026/8/14
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/5/14 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 275
- 較 2024 年第 4 季 +7
- 總值
- $6,773 萬
- 較 2024 年第 4 季 −$102.5 萬 (−1.5%)
| 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 |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 2 | $29 | <0.1% | −131−98.5% | 減碼 | – |
| LITELumentum Holdings Inc. | COM | 1 | $62 | <0.1% | 00.0% | 不變 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 1 | $66 | <0.1% | 00.0% | 不變 | 歷史 |
| VIAVViavi Solutions Inc. | COM | 6 | $67 | <0.1% | 00.0% | 不變 | 歷史 |
| CVSCVS Health Corp | Stock | 1 | $73 | <0.1% | 00.0% | 不變 | 歷史 |
| Global X FDS37950E291 | GLOBX SUPDV US | 6 | $105 | <0.1% | 00.0% | 不變 | – |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 9 | $176 | <0.1% | 00.0% | 不變 | 歷史 |
| MDTMedtronic plc | Stock | 2 | $189 | <0.1% | 00.0% | 不變 | 歷史 |
| GEHCGE HealthCare Technologies Inc. | Stock | 3 | $242 | <0.1% | 00.0% | 不變 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 2 | $354 | <0.1% | 00.0% | 不變 | 歷史 |
| OKTAOkta, Inc. | CL A | 4 | $421 | <0.1% | −4−50.0% | 減碼 | 歷史 |
| ACIAlbertsons Companies, Inc. | COMMON STOCK | 26 | $573 | <0.1% | 00.0% | 不變 | 歷史 |
| STMSTMicroelectronics N.V. | NY REGISTRY | 27 | $600 | <0.1% | −35−56.5% | 減碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 2 | $611 | <0.1% | 00.0% | 不變 | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 6 | $658 | <0.1% | −8−57.1% | 減碼 | 歷史 |
| WisdomTree Tr97717Y790 | US EFFIC CORE FD | 19 | $872 | <0.1% | 00.0% | 不變 | – |
| GRALGRAIL, Inc. | COM | 35 | $897 | <0.1% | −96−73.3% | 減碼 | 歷史 |
| PEGAPegasystems Inc | COM | 13 | $904 | <0.1% | +13 | 新進 | 歷史 |
| BHPBHP Group Ltd | ADR | 19 | $908 | <0.1% | −20−51.3% | 減碼 | 歷史 |
| QUIKQUICKLOGIC Corp | COM NEW | 200 | $1,022 | <0.1% | +200 | 新進 | 歷史 |
| VTRSViatris Inc | Stock | 119 | $1,035 | <0.1% | +1+0.8% | 加碼 | 歷史 |
| SPDR Series Trust78464A292 | ST STR PFD ETF | 34 | $1,101 | <0.1% | 00.0% | 不變 | – |
| HUBSHubSpot Inc | COM | 2 | $1,143 | <0.1% | +2 | 新進 | 歷史 |
| KKRKKR & Co. Inc. | COM | 10 | $1,156 | <0.1% | +10 | 新進 | 歷史 |
| BUDAnheuser-Busch InBev SA/NV | ADR | 19 | $1,179 | <0.1% | −245−92.8% | 減碼 | 歷史 |
| BPBP PLC | ADR | 35 | $1,185 | <0.1% | −41−53.9% | 減碼 | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 18 | $1,246 | <0.1% | 00.0% | 不變 | – |
| ACNAccenture plc | Stock | 4 | $1,283 | <0.1% | −5−55.6% | 減碼 | 歷史 |
| SNYSanofi | SPONSORED ADR | 24 | $1,314 | <0.1% | −30−55.6% | 減碼 | 歷史 |
| DKNGDraftKings Inc. | Stock | 40 | $1,328 | <0.1% | 00.0% | 不變 | 歷史 |
| SBACSba Communications Corp | CL A | 6 | $1,361 | <0.1% | 00.0% | 不變 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 10 | $1,369 | <0.1% | −13−56.5% | 減碼 | 歷史 |
| AALAmerican Airlines Group Inc. | Stock | 140 | $1,477 | <0.1% | 00.0% | 不變 | 歷史 |
| CMCSAComcast Corp | Stock | 42 | $1,563 | <0.1% | 00.0% | 不變 | 歷史 |
| IAUiShares Gold Trust | ETF | 27 | $1,592 | <0.1% | 00.0% | 不變 | 歷史 |
| PRSUPursuit Attractions & Hospitality, Inc. | COM | 50 | $1,770 | <0.1% | +50 | 新進 | 歷史 |
| INGING Groep NV | SPONSORED ADR | 94 | $1,841 | <0.1% | −110−53.9% | 減碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 39 | $2,101 | <0.1% | 00.0% | 不變 | – |
| GEGeneral Electric Co | Stock | 11 | $2,205 | <0.1% | 00.0% | 不變 | 歷史 |
| UPSTUpstart Holdings, Inc. | COM | 50 | $2,302 | <0.1% | +50 | 新進 | 歷史 |
| SOLVSolventum Corp | Stock | 32 | $2,433 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 20 | $2,438 | <0.1% | +20 | 新進 | – |
| ISRGIntuitive Surgical Inc | COM NEW | 5 | $2,476 | <0.1% | +5 | 新進 | 歷史 |
| SYNASYNAPTICS Inc | Stock | 40 | $2,549 | <0.1% | +40 | 新進 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 24 | $2,867 | <0.1% | 00.0% | 不變 | 歷史 |
| GBCIGlacier Bancorp, Inc. | COM | 70 | $3,093 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 18 | $3,132 | <0.1% | 00.0% | 不變 | – |
| PNWPinnacle West Capital Corp | COM | 33 | $3,143 | <0.1% | 00.0% | 不變 | 歷史 |
| FFord Motor Co | Stock | 333 | $3,344 | <0.1% | +10+3.1% | 加碼 | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 46 | $3,459 | <0.1% | 00.0% | 不變 | 歷史 |
| SONYSony Group Corp | SPONSORED ADR | 151 | $3,822 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 20 | $3,990 | <0.1% | 00.0% | 不變 | – |
| CCKCrown Holdings, Inc. | COM | 45 | $3,997 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 152 | $4,177 | <0.1% | 00.0% | 不變 | – |
| REALTheRealReal, Inc. | COM | 800 | $4,312 | <0.1% | 00.0% | 不變 | 歷史 |
| HSBCHSBC Holdings PLC | SPON ADR NEW | 76 | $4,356 | <0.1% | 00.0% | 不變 | 歷史 |
| OSGOctave Specialty Group Inc | COM NEW | 500 | $4,375 | <0.1% | 00.0% | 不變 | 歷史 |
| SWKStanley Black & Decker, Inc. | COM | 59 | $4,508 | <0.1% | +1+1.7% | 加碼 | 歷史 |
| BCSBarclays PLC | ADR | 296 | $4,549 | <0.1% | 00.0% | 不變 | 歷史 |
| PINSPinterest, Inc. | CL A | 150 | $4,650 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 102 | $4,716 | <0.1% | +1+1.0% | 加碼 | – |
| NGGNational Grid PLC | SPONSORED ADR NE | 72 | $4,756 | <0.1% | −26−26.5% | 減碼 | 歷史 |
| DOWDow Inc. | Stock | 138 | $4,827 | <0.1% | −66−32.4% | 減碼 | 歷史 |
| Schwab Fundamental International Equity ETF808524755 | ETF | 135 | $4,864 | <0.1% | 00.0% | 不變 | – |
| Pacer FDS Tr69374H741 | DATA AND INFRAST | 166 | $4,872 | <0.1% | +166 | 新進 | – |
| AWKAmerican Water Works Company, Inc. | Stock | 33 | $4,906 | <0.1% | 00.0% | 不變 | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 102 | $4,944 | <0.1% | +1+1.0% | 加碼 | 歷史 |
| CWHCamping World Holdings, Inc. | CL A | 319 | $5,157 | <0.1% | +2+0.6% | 加碼 | 歷史 |
| AMTMAmentum Holdings, Inc. | COM | 295 | $5,369 | <0.1% | −1,164−79.8% | 減碼 | 歷史 |
| Exchange Traded Concepts Tru301505707 | ROBO GLB ETF | 106 | $5,464 | <0.1% | −3,052−96.6% | 減碼 | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 229 | $5,692 | <0.1% | +5+2.2% | 加碼 | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 65 | $5,856 | <0.1% | +1+1.6% | 加碼 | – |
| WisdomTree Tr97717Y543 | ARTI INT INN FD | 310 | $5,894 | <0.1% | 00.0% | 不變 | – |
| TGTTarget Corp | Stock | 57 | $5,957 | <0.1% | 00.0% | 不變 | 歷史 |
| IBRXImmunityBio, Inc. | COM | 2,000 | $6,020 | <0.1% | +2,000 | 新進 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 44 | $7,052 | <0.1% | 00.0% | 不變 | 歷史 |
| UBERUber Technologies, Inc | Stock | 100 | $7,286 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 149 | $7,289 | <0.1% | −3−2.0% | 減碼 | – |
| RXORXO, Inc. | COMMON STOCK | 387 | $7,392 | <0.1% | 00.0% | 不變 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 72 | $7,397 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 318 | $7,502 | <0.1% | +2+0.6% | 加碼 | – |
| ZTSZoetis Inc. | Stock | 47 | $7,758 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46434V613 | CORE UNIVRSL USD | 170 | $7,834 | <0.1% | −3−1.7% | 減碼 | – |
| CSXCSX Corp | Stock | 267 | $7,858 | <0.1% | 00.0% | 不變 | 歷史 |
| TAT&T Inc. | Stock | 294 | $8,324 | <0.1% | 00.0% | 不變 | 歷史 |
| DUOLDuolingo, Inc. | CL A COM | 27 | $8,385 | <0.1% | 00.0% | 不變 | 歷史 |
| ILMNIllumina, Inc. | COM | 107 | $8,489 | <0.1% | −393−78.6% | 減碼 | 歷史 |
| iShares Tr46434V423 | MSCI SAUDI ARBIA | 207 | $8,562 | <0.1% | +2+1.0% | 加碼 | – |
| GMEDGlobus Medical Inc | Stock | 122 | $8,930 | <0.1% | 00.0% | 不變 | 歷史 |
| SQMChemical & Mining Co of Chile Inc | SPON ADR SER B | 225 | $8,939 | <0.1% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD33739Q705 | FT VEST S&P 500 | 180 | $9,078 | <0.1% | −9,022−98.0% | 減碼 | – |
| TSCOTractor Supply Co | COM | 169 | $9,329 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 34 | $9,334 | <0.1% | 00.0% | 不變 | – |
| Vanguard Total World Stock ETF922042742 | ETF | 81 | $9,392 | <0.1% | 00.0% | 不變 | – |
| CARRCarrier Global Corp | Stock | 149 | $9,462 | <0.1% | 00.0% | 不變 | 歷史 |
| UMCUnited Microelectronics Corp | SPON ADR NEW | 1,400 | $1.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MANUManchester United plc | ORD CL A | 766 | $1.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FDXFedEx Corp | Stock | 41 | $1.01 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A573 | ST STR SP HCSVC | 112 | $1.10 萬 | <0.1% | 00.0% | 不變 | – |
2024 年第 4 季之後清倉（8 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| MPCMarathon Petroleum Corp | Stock | 110 | $1.54 萬 | <0.1% | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 65 | $4,945 | <0.1% | 歷史 |
| Schwab US Tips ETF808524870 | ETF | 93 | $2,402 | <0.1% | – |
| Flexshares Tr33939L407 | MORNSTAR UPSTR | 64 | $2,327 | <0.1% | – |
| ULUnilever PLC | SPON ADR NEW | 29 | $1,644 | <0.1% | 歷史 |
| WPPWPP plc | ADR | 26 | $1,336 | <0.1% | 歷史 |
| NICENICE Ltd. | SPONSORED ADR | 7 | $1,189 | <0.1% | 歷史 |
| TLRYTilray Brands, Inc. | COM CL 2 | 137 | $182 | <0.1% | 歷史 |