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 |
|---|---|---|---|---|---|---|---|
| BXMTBlackstone Mortgage Trust, Inc. | COM CL A | 561 | $1.12 萬 | <0.1% | +14+2.6% | 加碼 | 歷史 |
| LAMRLamar Advertising Co | REIT | 100 | $1.14 萬 | <0.1% | +1+1.0% | 加碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 83 | $1.18 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Etfis Ser Tr I26923G822 | VIRTUS INFRCAP | 557 | $1.18 萬 | <0.1% | +13+2.4% | 加碼 | – |
| AVAVAeroVironment Inc | COM | 100 | $1.19 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WECWec Energy Group, Inc. | Stock | 111 | $1.21 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NKENIKE, Inc. | Stock | 192 | $1.22 萬 | <0.1% | +192 | 新進 | 歷史 |
| SOBOSouth Bow Corp | COM | 489 | $1.25 萬 | <0.1% | −646−56.9% | 減碼 | 歷史 |
| DASHDoorDash, Inc. | Stock | 70 | $1.28 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NETCloudflare, Inc. | CL A COM | 121 | $1.36 萬 | <0.1% | +96+384.0% | 加碼 | 歷史 |
| RBB FD Inc74933W601 | MOTLEY FOL ETF | 246 | $1.37 萬 | <0.1% | 00.0% | 不變 | – |
| MOAltria Group, Inc. | Stock | 232 | $1.39 萬 | <0.1% | +5+2.2% | 加碼 | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 190 | $1.39 萬 | <0.1% | −20−9.5% | 減碼 | 歷史 |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 276 | $1.43 萬 | <0.1% | +5+1.8% | 加碼 | – |
| PYPLPayPal Holdings, Inc. | Stock | 221 | $1.44 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EPRTEssential Properties Realty Trust, Inc. | COM | 453 | $1.48 萬 | <0.1% | +5+1.1% | 加碼 | 歷史 |
| TTWOTake Two Interactive Software Inc | COM | 72 | $1.49 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GXOGXO Logistics, Inc. | Stock | 387 | $1.51 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| IHGIntercontinental Hotels Group PLC | SPONSORED ADS | 139 | $1.52 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GLPIGaming & Leisure Properties, Inc. | COM | 305 | $1.55 萬 | <0.1% | +5+1.7% | 加碼 | 歷史 |
| COLDAmericold Realty Trust | COM | 746 | $1.60 萬 | <0.1% | +8+1.1% | 加碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 360 | $1.63 萬 | <0.1% | 00.0% | 不變 | – |
| AREAlexandria Real Estate Equities, Inc. | COM | 179 | $1.66 萬 | <0.1% | +2+1.1% | 加碼 | 歷史 |
| EXRExtra Space Storage Inc. | COM | 116 | $1.72 萬 | <0.1% | +2+1.8% | 加碼 | 歷史 |
| MUMicron Technology Inc | Stock | 221 | $1.92 萬 | <0.1% | −17−7.1% | 減碼 | 歷史 |
| KIMKimco Realty Corp | COM | 911 | $1.93 萬 | <0.1% | +11+1.2% | 加碼 | 歷史 |
| MMM3M Co | Stock | 133 | $1.95 萬 | <0.1% | +1+0.8% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 35 | $1.96 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NNNNNN REIT, Inc. | REIT | 462 | $1.97 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LINLinde PLC | Stock | 44 | $2.03 萬 | <0.1% | −4−8.3% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 99 | $2.08 萬 | <0.1% | +1+1.0% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 77 | $2.08 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MKCMcCormick & Co Inc | Stock | 257 | $2.11 萬 | <0.1% | +2+0.8% | 加碼 | 歷史 |
| BRXBrixmor Property Group Inc. | COM | 801 | $2.13 萬 | <0.1% | +8+1.0% | 加碼 | 歷史 |
| METMetlife Inc | Stock | 269 | $2.16 萬 | <0.1% | +1+0.4% | 加碼 | 歷史 |
| HRHealthcare Realty Trust Inc | CL A COM | 1,327 | $2.24 萬 | <0.1% | +25+1.9% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 136 | $2.31 萬 | <0.1% | +1+0.7% | 加碼 | 歷史 |
| TOLToll Brothers, Inc. | COM | 219 | $2.31 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MGMMGM Resorts International | Stock | 781 | $2.31 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| INVHInvitation Homes Inc. | COM | 667 | $2.32 萬 | <0.1% | +6+0.9% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 572 | $2.39 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KRCKilroy Realty Corp | COM | 738 | $2.42 萬 | <0.1% | +10+1.4% | 加碼 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 1,179 | $2.54 萬 | <0.1% | +3+0.3% | 加碼 | – |
| SHELShell plc | ADR | 350 | $2.56 萬 | <0.1% | −21−5.7% | 減碼 | 歷史 |
| VTRVentas, Inc. | REIT | 379 | $2.61 萬 | <0.1% | +3+0.8% | 加碼 | 歷史 |
| ELSEquity Lifestyle Properties Inc | COM | 412 | $2.75 萬 | <0.1% | +3+0.7% | 加碼 | 歷史 |
| TRNOTerreno Realty Corp | COM | 438 | $2.77 萬 | <0.1% | +3+0.7% | 加碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 282 | $2.79 萬 | <0.1% | +2+0.7% | 加碼 | – |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 44 | $2.79 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ProShares Tr74348A145 | PET CARE ETF | 536 | $2.80 萬 | <0.1% | −455−45.9% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 487 | $2.84 萬 | <0.1% | +10+2.1% | 加碼 | – |
| CUBECubeSmart | REIT | 667 | $2.85 萬 | <0.1% | +8+1.2% | 加碼 | 歷史 |
| UALUnited Airlines Holdings, Inc. | COM | 428 | $2.96 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SBUXStarbucks Corp | Stock | 310 | $3.04 萬 | <0.1% | +2+0.6% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 58 | $3.09 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CCICrown Castle Inc. | REIT | 296 | $3.09 萬 | <0.1% | +4+1.4% | 加碼 | 歷史 |
| REXRRexford Industrial Realty, Inc. | COM | 801 | $3.14 萬 | <0.1% | +8+1.0% | 加碼 | 歷史 |
| YUMYum Brands Inc | Stock | 203 | $3.19 萬 | <0.1% | +1+0.5% | 加碼 | 歷史 |
| HSTHost Hotels & Resorts, Inc. | COM | 2,299 | $3.27 萬 | <0.1% | +38+1.7% | 加碼 | 歷史 |
| AEEAmeren Corp | COM | 337 | $3.38 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ADCAgree Realty Corp | COM | 441 | $3.41 萬 | 0.1% | +4+0.9% | 加碼 | 歷史 |
| CCitigroup Inc | Stock | 485 | $3.45 萬 | 0.1% | +3+0.6% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 313 | $3.45 萬 | 0.1% | +4+1.3% | 加碼 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 139 | $3.57 萬 | 0.1% | 00.0% | 不變 | – |
| XOMExxonMobil Holdings Corp | COM | 308 | $3.66 萬 | 0.1% | +3+1.0% | 加碼 | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 256 | $3.67 萬 | 0.1% | +15+6.2% | 加碼 | 歷史 |
| DOCHealthpeak Properties, Inc. | COM | 1,897 | $3.84 萬 | 0.1% | +28+1.5% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 513 | $4.02 萬 | 0.1% | +1+0.2% | 加碼 | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 860 | $4.13 萬 | 0.1% | +9+1.1% | 加碼 | 歷史 |
| XPOXPO, Inc. | COM | 387 | $4.16 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| JJacobs Solutions Inc. | COM | 346 | $4.18 萬 | 0.1% | −496−58.9% | 減碼 | 歷史 |
| FISVFiserv Inc | Stock | 190 | $4.20 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MPLXMPLX LP | COM UNIT REP LTD | 788 | $4.22 萬 | 0.1% | +14+1.8% | 加碼 | 歷史 |
| SUISun Communities Inc | COM | 339 | $4.37 萬 | 0.1% | +2+0.6% | 加碼 | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 264 | $4.55 萬 | 0.1% | −72−21.4% | 減碼 | 歷史 |
| VICIVici Properties Inc. | COM | 1,415 | $4.62 萬 | 0.1% | +21+1.5% | 加碼 | 歷史 |
| EBAYeBay Inc | COM | 693 | $4.69 萬 | 0.1% | +3+0.4% | 加碼 | 歷史 |
| MARMarriott International Inc | Stock | 203 | $4.83 萬 | 0.1% | +1+0.5% | 加碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 784 | $4.87 萬 | 0.1% | +178+29.4% | 加碼 | – |
| NDAQNasdaq, Inc. | COM | 646 | $4.90 萬 | 0.1% | +2+0.3% | 加碼 | 歷史 |
| FCFranklin Covey Co | COM | 1,812 | $5.00 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ORealty Income Corp | REIT | 896 | $5.20 萬 | 0.1% | +12+1.4% | 加碼 | 歷史 |
| AKAMAkamai Technologies Inc | COM | 655 | $5.27 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 913 | $5.35 萬 | 0.1% | +4+0.4% | 加碼 | – |
| EQIXEquinix Inc | COM | 66 | $5.41 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LMTLockheed Martin Corp | Stock | 121 | $5.41 萬 | 0.1% | +1+0.8% | 加碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 814 | $5.53 萬 | 0.1% | +6+0.7% | 加碼 | 歷史 |
| YUMCYum China Holdings, Inc. | COM | 1,081 | $5.63 萬 | 0.1% | −3,395−75.8% | 減碼 | 歷史 |
| DGXQuest Diagnostics Inc | COM | 333 | $5.64 萬 | 0.1% | +1+0.3% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 1,271 | $5.77 萬 | 0.1% | −3,565−73.7% | 減碼 | 歷史 |
| UDRUDR, Inc. | COM | 1,292 | $5.84 萬 | 0.1% | +13+1.0% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 279 | $5.91 萬 | 0.1% | +1+0.4% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 360 | $6.02 萬 | 0.1% | +4+1.1% | 加碼 | 歷史 |
| SYKStryker Corp | Stock | 164 | $6.12 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AVBAvalonbay Communities Inc | COM | 288 | $6.17 萬 | 0.1% | +3+1.1% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 872 | $6.18 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 704 | $6.32 萬 | 0.1% | +5+0.7% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 172 | $6.60 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AXPAmerican Express Co | Stock | 264 | $7.09 萬 | 0.1% | +1+0.4% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 95 | $8.86 萬 | 0.1% | 00.0% | 不變 | 歷史 |
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 |