Wiser Advisor Group LLC
- SEC CIK
- 0002011550
- 最新申報
- 2026/8/14
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/11/14 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 248
- 較 2025 年第 2 季 +209
- 總值
- $8,042 萬
- 較 2025 年第 2 季 +$2,286 萬 (+39.7%)
| 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 | $39 | <0.1% | +2 | 新進 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 1 | $50 | <0.1% | +1 | 新進 | 歷史 |
| CVSCVS Health Corp | Stock | 1 | $83 | <0.1% | +1 | 新進 | 歷史 |
| LITELumentum Holdings Inc. | COM | 1 | $163 | <0.1% | +1 | 新進 | 歷史 |
| MDTMedtronic plc | Stock | 2 | $204 | <0.1% | +2 | 新進 | 歷史 |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 9 | $260 | <0.1% | +9 | 新進 | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 4 | $302 | <0.1% | +4 | 新進 | 歷史 |
| ACIAlbertsons Companies, Inc. | COMMON STOCK | 26 | $463 | <0.1% | +26 | 新進 | 歷史 |
| GRALGRAIL, Inc. | COM | 8 | $473 | <0.1% | +8 | 新進 | 歷史 |
| HUBSHubSpot Inc | COM | 2 | $936 | <0.1% | +2 | 新進 | 歷史 |
| WisdomTree Tr97717Y790 | US EFFIC CORE FD | 19 | $1,044 | <0.1% | +19 | 新進 | – |
| SPDR Series Trust78464A292 | ST STR PFD ETF | 34 | $1,124 | <0.1% | +34 | 新進 | – |
| SBACSba Communications Corp | CL A | 6 | $1,209 | <0.1% | +6 | 新進 | 歷史 |
| KKRKKR & Co. Inc. | COM | 10 | $1,300 | <0.1% | +10 | 新進 | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 18 | $1,497 | <0.1% | +18 | 新進 | – |
| PEGAPegasystems Inc | COM | 26 | $1,497 | <0.1% | +26 | 新進 | 歷史 |
| ILMNIllumina, Inc. | COM | 18 | $1,710 | <0.1% | +18 | 新進 | 歷史 |
| IAUiShares Gold Trust | ETF | 27 | $1,965 | <0.1% | +27 | 新進 | 歷史 |
| SOLVSolventum Corp | Stock | 30 | $2,190 | <0.1% | +30 | 新進 | 歷史 |
| AMTMAmentum Holdings, Inc. | COM | 92 | $2,205 | <0.1% | +92 | 新進 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 5 | $2,236 | <0.1% | +5 | 新進 | 歷史 |
| UPSTUpstart Holdings, Inc. | COM | 50 | $2,540 | <0.1% | +50 | 新進 | 歷史 |
| INGING Groep NV | SPONSORED ADR | 98 | $2,567 | <0.1% | +98 | 新進 | 歷史 |
| SYNASYNAPTICS Inc | Stock | 40 | $2,734 | <0.1% | +40 | 新進 | 歷史 |
| HSBCHSBC Holdings PLC | SPON ADR NEW | 41 | $2,910 | <0.1% | +41 | 新進 | 歷史 |
| PNWPinnacle West Capital Corp | COM | 33 | $2,959 | <0.1% | +33 | 新進 | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 47 | $3,088 | <0.1% | +47 | 新進 | 歷史 |
| DOWDow Inc. | Stock | 143 | $3,289 | <0.1% | +143 | 新進 | 歷史 |
| GEGeneral Electric Co | Stock | 11 | $3,324 | <0.1% | +11 | 新進 | 歷史 |
| GBCIGlacier Bancorp, Inc. | COM | 71 | $3,458 | <0.1% | +71 | 新進 | 歷史 |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 142 | $3,576 | <0.1% | +142 | 新進 | – |
| PRSUPursuit Attractions & Hospitality, Inc. | COM | 100 | $3,618 | <0.1% | +100 | 新進 | 歷史 |
| iShares Tr464288281 | JPMORGAN USD EMG | 39 | $3,757 | <0.1% | +39 | 新進 | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 18 | $3,815 | <0.1% | +18 | 新進 | – |
| NGGNational Grid PLC | SPONSORED ADR NE | 54 | $3,913 | <0.1% | +54 | 新進 | 歷史 |
| FFord Motor Co | Stock | 343 | $4,100 | <0.1% | +343 | 新進 | 歷史 |
| OSGOctave Specialty Group Inc | COM NEW | 500 | $4,170 | <0.1% | +500 | 新進 | 歷史 |
| SONYSony Group Corp | SPONSORED ADR | 151 | $4,338 | <0.1% | +151 | 新進 | 歷史 |
| CCKCrown Holdings, Inc. | COM | 45 | $4,360 | <0.1% | +45 | 新進 | 歷史 |
| SWKStanley Black & Decker, Inc. | COM | 60 | $4,460 | <0.1% | +60 | 新進 | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 34 | $4,684 | <0.1% | +34 | 新進 | 歷史 |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 153 | $4,780 | <0.1% | +153 | 新進 | – |
| PINSPinterest, Inc. | CL A | 150 | $4,826 | <0.1% | +150 | 新進 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 20 | $4,839 | <0.1% | +20 | 新進 | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 104 | $4,888 | <0.1% | +104 | 新進 | – |
| IBRXImmunityBio, Inc. | COM | 2,000 | $4,920 | <0.1% | +2,000 | 新進 | 歷史 |
| CWHCamping World Holdings, Inc. | CL A | 324 | $5,112 | <0.1% | +324 | 新進 | 歷史 |
| TGTTarget Corp | Stock | 58 | $5,245 | <0.1% | +58 | 新進 | 歷史 |
| Pacer FDS Tr69374H741 | DATA AND INFRAST | 167 | $5,302 | <0.1% | +167 | 新進 | – |
| Schwab Fundamental International Equity ETF808524755 | ETF | 135 | $5,813 | <0.1% | +135 | 新進 | – |
| RXORXO, Inc. | COMMON STOCK | 387 | $5,952 | <0.1% | +387 | 新進 | 歷史 |
| BCSBarclays PLC | ADR | 300 | $6,200 | <0.1% | +300 | 新進 | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 104 | $6,651 | <0.1% | +104 | 新進 | 歷史 |
| ZTSZoetis Inc. | Stock | 47 | $6,901 | <0.1% | +47 | 新進 | 歷史 |
| Exchange Traded Concepts Tru301505707 | ROBO GLB ETF | 106 | $6,955 | <0.1% | +106 | 新進 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 141 | $6,961 | <0.1% | +141 | 新進 | – |
| GMEDGlobus Medical Inc | Stock | 122 | $6,987 | <0.1% | +122 | 新進 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 45 | $7,324 | <0.1% | +45 | 新進 | 歷史 |
| iShares Tr46434V613 | CORE UNIVRSL USD | 170 | $7,948 | <0.1% | +170 | 新進 | – |
| YUMCYum China Holdings, Inc. | COM | 190 | $8,135 | <0.1% | +190 | 新進 | 歷史 |
| ProShares Tr74348A145 | PET CARE ETF | 146 | $8,207 | <0.1% | +146 | 新進 | – |
| TAT&T Inc. | Stock | 295 | $8,320 | <0.1% | +295 | 新進 | 歷史 |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 320 | $8,428 | <0.1% | +320 | 新進 | – |
| REALTheRealReal, Inc. | COM | 800 | $8,504 | <0.1% | +800 | 新進 | 歷史 |
| iShares Tr46434V423 | MSCI SAUDI ARBIA | 211 | $8,543 | <0.1% | +211 | 新進 | – |
| DUOLDuolingo, Inc. | CL A COM | 27 | $8,690 | <0.1% | +27 | 新進 | 歷史 |
| WisdomTree Tr97717Y543 | ARTI INT INN FD | 310 | $8,860 | <0.1% | +310 | 新進 | – |
| First Tr Exchange-Traded FD33739Q705 | FT VEST S&P 500 | 181 | $8,917 | <0.1% | +181 | 新進 | – |
| CARRCarrier Global Corp | Stock | 150 | $8,969 | <0.1% | +150 | 新進 | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 64 | $9,318 | <0.1% | +64 | 新進 | – |
| COLDAmericold Realty Trust | COM | 765 | $9,364 | <0.1% | +765 | 新進 | 歷史 |
| CSXCSX Corp | Stock | 267 | $9,481 | <0.1% | +267 | 新進 | 歷史 |
| SQMChemical & Mining Co of Chile Inc | SPON ADR SER B | 225 | $9,671 | <0.1% | +225 | 新進 | 歷史 |
| TSCOTractor Supply Co | COM | 171 | $9,710 | <0.1% | +171 | 新進 | 歷史 |
| UBERUber Technologies, Inc | Stock | 100 | $9,797 | <0.1% | +100 | 新進 | 歷史 |
| FDXFedEx Corp | Stock | 42 | $9,873 | <0.1% | +42 | 新進 | 歷史 |
| KMBKimberly Clark Corp | Stock | 83 | $1.03 萬 | <0.1% | +83 | 新進 | 歷史 |
| VZVerizon Communications Inc | Stock | 241 | $1.06 萬 | <0.1% | +241 | 新進 | 歷史 |
| BXMTBlackstone Mortgage Trust, Inc. | COM CL A | 589 | $1.08 萬 | <0.1% | +589 | 新進 | 歷史 |
| CCitigroup Inc | Stock | 107 | $1.09 萬 | <0.1% | +107 | 新進 | 歷史 |
| UMCUnited Microelectronics Corp | SPON ADR NEW | 1,469 | $1.11 萬 | <0.1% | +1,469 | 新進 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 34 | $1.12 萬 | <0.1% | +34 | 新進 | – |
| SPDR Series Trust78464A573 | ST STR SP HCSVC | 112 | $1.14 萬 | <0.1% | +112 | 新進 | – |
| Amplify Blockchain Technology ETF032108607 | ETF | 184 | $1.24 萬 | <0.1% | +184 | 新進 | – |
| LAMRLamar Advertising Co | REIT | 103 | $1.26 萬 | <0.1% | +103 | 新進 | 歷史 |
| Etfis Ser Tr I26923G822 | VIRTUS INFRCAP | 584 | $1.27 萬 | <0.1% | +584 | 新進 | – |
| WECWec Energy Group, Inc. | Stock | 111 | $1.27 萬 | <0.1% | +111 | 新進 | 歷史 |
| PFEPfizer Inc | Stock | 501 | $1.28 萬 | <0.1% | +501 | 新進 | 歷史 |
| NKENIKE, Inc. | Stock | 188 | $1.31 萬 | <0.1% | +188 | 新進 | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 173 | $1.33 萬 | <0.1% | +173 | 新進 | 歷史 |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 287 | $1.35 萬 | <0.1% | +287 | 新進 | – |
| EPRTEssential Properties Realty Trust, Inc. | COM | 461 | $1.37 萬 | <0.1% | +461 | 新進 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 264 | $1.43 萬 | <0.1% | +264 | 新進 | – |
| GLPIGaming & Leisure Properties, Inc. | COM | 315 | $1.47 萬 | <0.1% | +315 | 新進 | 歷史 |
| First Tr Exch Traded FD III33739N108 | MANAGD MUN ETF | 290 | $1.47 萬 | <0.1% | +290 | 新進 | – |
| PYPLPayPal Holdings, Inc. | Stock | 221 | $1.48 萬 | <0.1% | +221 | 新進 | 歷史 |
| AREAlexandria Real Estate Equities, Inc. | COM | 185 | $1.54 萬 | <0.1% | +185 | 新進 | 歷史 |
| MOAltria Group, Inc. | Stock | 240 | $1.59 萬 | <0.1% | +240 | 新進 | 歷史 |
| EXRExtra Space Storage Inc. | COM | 118 | $1.67 萬 | <0.1% | +118 | 新進 | 歷史 |
| IHGIntercontinental Hotels Group PLC | SPONSORED ADS | 140 | $1.70 萬 | <0.1% | +140 | 新進 | 歷史 |
2025 年第 2 季之後清倉（1 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 2 季股數 | 2025 年第 2 季市值 | 2025 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Enbridge Inc 6 7729250NAN5 | Debt | 20,000 | $2.00 萬 | <0.1% | – |