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 |
|---|---|---|---|---|---|---|---|
| RBB FD Inc74933W601 | MOTLEY FOL ETF | 246 | $1.74 萬 | <0.1% | +246 | 新進 | – |
| SBUXStarbucks Corp | Stock | 209 | $1.77 萬 | <0.1% | +209 | 新進 | 歷史 |
| CRMSalesforce, Inc. | Stock | 78 | $1.84 萬 | <0.1% | +78 | 新進 | 歷史 |
| TTWOTake Two Interactive Software Inc | COM | 72 | $1.86 萬 | <0.1% | +72 | 新進 | 歷史 |
| DASHDoorDash, Inc. | Stock | 70 | $1.90 萬 | <0.1% | +70 | 新進 | 歷史 |
| LINLinde PLC | Stock | 41 | $1.94 萬 | <0.1% | +41 | 新進 | 歷史 |
| NNNNNN REIT, Inc. | REIT | 462 | $1.97 萬 | <0.1% | +462 | 新進 | 歷史 |
| INVHInvitation Homes Inc. | COM | 679 | $1.99 萬 | <0.1% | +679 | 新進 | 歷史 |
| JJacobs Solutions Inc. | COM | 135 | $2.03 萬 | <0.1% | +135 | 新進 | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 147 | $2.03 萬 | <0.1% | +147 | 新進 | – |
| KIMKimco Realty Corp | COM | 932 | $2.04 萬 | <0.1% | +932 | 新進 | 歷史 |
| MGMMGM Resorts International | Stock | 590 | $2.04 萬 | <0.1% | +590 | 新進 | 歷史 |
| GXOGXO Logistics, Inc. | Stock | 387 | $2.05 萬 | <0.1% | +387 | 新進 | 歷史 |
| MMM3M Co | Stock | 134 | $2.08 萬 | <0.1% | +134 | 新進 | 歷史 |
| PGProcter & Gamble Co | Stock | 137 | $2.11 萬 | <0.1% | +137 | 新進 | 歷史 |
| MUMicron Technology Inc | Stock | 131 | $2.19 萬 | <0.1% | +131 | 新進 | 歷史 |
| METMetlife Inc | Stock | 272 | $2.24 萬 | <0.1% | +272 | 新進 | 歷史 |
| BRXBrixmor Property Group Inc. | COM | 819 | $2.27 萬 | <0.1% | +819 | 新進 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 356 | $2.33 萬 | <0.1% | +356 | 新進 | – |
| ABBVAbbVie Inc. | Stock | 101 | $2.34 萬 | <0.1% | +101 | 新進 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 35 | $2.35 萬 | <0.1% | +35 | 新進 | 歷史 |
| FISVFiserv Inc | Stock | 190 | $2.45 萬 | <0.1% | +190 | 新進 | 歷史 |
| HRHealthcare Realty Trust Inc | CL A COM | 1,374 | $2.48 萬 | <0.1% | +1,374 | 新進 | 歷史 |
| ELSEquity Lifestyle Properties Inc | COM | 408 | $2.48 萬 | <0.1% | +408 | 新進 | 歷史 |
| TRNOTerreno Realty Corp | COM | 446 | $2.53 萬 | <0.1% | +446 | 新進 | 歷史 |
| NETCloudflare, Inc. | CL A COM | 121 | $2.60 萬 | <0.1% | +121 | 新進 | 歷史 |
| BACBank of America Corp | Stock | 519 | $2.68 萬 | <0.1% | +519 | 新進 | 歷史 |
| VTRVentas, Inc. | REIT | 384 | $2.69 萬 | <0.1% | +384 | 新進 | 歷史 |
| TOLToll Brothers, Inc. | COM | 195 | $2.70 萬 | <0.1% | +195 | 新進 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 224 | $2.72 萬 | <0.1% | +224 | 新進 | 歷史 |
| SHELShell plc | ADR | 388 | $2.77 萬 | <0.1% | +388 | 新進 | 歷史 |
| CUBECubeSmart | REIT | 684 | $2.78 萬 | <0.1% | +684 | 新進 | 歷史 |
| YUMYum Brands Inc | Stock | 185 | $2.81 萬 | <0.1% | +185 | 新進 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 287 | $2.88 萬 | <0.1% | +287 | 新進 | – |
| CCICrown Castle Inc. | REIT | 300 | $2.89 萬 | <0.1% | +300 | 新進 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 1,145 | $2.94 萬 | <0.1% | +1,145 | 新進 | – |
| ADCAgree Realty Corp | COM | 451 | $3.20 萬 | <0.1% | +451 | 新進 | 歷史 |
| KRCKilroy Realty Corp | COM | 764 | $3.23 萬 | <0.1% | +764 | 新進 | 歷史 |
| REXRRexford Industrial Realty, Inc. | COM | 821 | $3.38 萬 | <0.1% | +821 | 新進 | 歷史 |
| DUKDuke Energy CORP | Stock | 275 | $3.40 萬 | <0.1% | +275 | 新進 | 歷史 |
| FCFranklin Covey Co | COM | 1,812 | $3.52 萬 | <0.1% | +1,812 | 新進 | 歷史 |
| AEEAmeren Corp | COM | 337 | $3.52 萬 | <0.1% | +337 | 新進 | 歷史 |
| DOCHealthpeak Properties, Inc. | COM | 1,963 | $3.76 萬 | <0.1% | +1,963 | 新進 | 歷史 |
| MPLXMPLX LP | COM UNIT REP LTD | 755 | $3.77 萬 | <0.1% | +755 | 新進 | 歷史 |
| HSTHost Hotels & Resorts, Inc. | COM | 2,361 | $4.02 萬 | <0.1% | +2,361 | 新進 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 221 | $4.03 萬 | 0.1% | +221 | 新進 | 歷史 |
| UALUnited Airlines Holdings, Inc. | COM | 428 | $4.13 萬 | 0.1% | +428 | 新進 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 139 | $4.28 萬 | 0.1% | +139 | 新進 | – |
| DLRDigital Realty Trust, Inc. | COM | 260 | $4.49 萬 | 0.1% | +260 | 新進 | 歷史 |
| SUISun Communities Inc | COM | 356 | $4.60 萬 | 0.1% | +356 | 新進 | 歷史 |
| VICIVici Properties Inc. | COM | 1,453 | $4.74 萬 | 0.1% | +1,453 | 新進 | 歷史 |
| UDRUDR, Inc. | COM | 1,320 | $4.92 萬 | 0.1% | +1,320 | 新進 | 歷史 |
| AKAMAkamai Technologies Inc | COM | 655 | $4.96 萬 | 0.1% | +655 | 新進 | 歷史 |
| XPOXPO, Inc. | COM | 387 | $5.00 萬 | 0.1% | +387 | 新進 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 529 | $5.05 萬 | 0.1% | +529 | 新進 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 691 | $5.08 萬 | 0.1% | +691 | 新進 | – |
| MDLZMondelez International, Inc. | Stock | 826 | $5.16 萬 | 0.1% | +826 | 新進 | 歷史 |
| EQIXEquinix Inc | COM | 67 | $5.25 萬 | 0.1% | +67 | 新進 | 歷史 |
| MARMarriott International Inc | Stock | 204 | $5.31 萬 | 0.1% | +204 | 新進 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 655 | $5.50 萬 | 0.1% | +655 | 新進 | 歷史 |
| ORealty Income Corp | REIT | 922 | $5.60 萬 | 0.1% | +922 | 新進 | 歷史 |
| AVBAvalonbay Communities Inc | COM | 293 | $5.65 萬 | 0.1% | +293 | 新進 | 歷史 |
| CVXChevron Corp | Stock | 368 | $5.72 萬 | 0.1% | +368 | 新進 | 歷史 |
| NDAQNasdaq, Inc. | COM | 650 | $5.75 萬 | 0.1% | +650 | 新進 | 歷史 |
| HONHoneywell International Inc | COM | 282 | $5.94 萬 | 0.1% | +282 | 新進 | 歷史 |
| ADBEAdobe Inc. | Stock | 172 | $6.07 萬 | 0.1% | +172 | 新進 | 歷史 |
| SYKStryker Corp | Stock | 165 | $6.11 萬 | 0.1% | +165 | 新進 | 歷史 |
| LMTLockheed Martin Corp | Stock | 123 | $6.12 萬 | 0.1% | +123 | 新進 | 歷史 |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 918 | $6.17 萬 | 0.1% | +918 | 新進 | – |
| EBAYeBay Inc | COM | 697 | $6.34 萬 | 0.1% | +697 | 新進 | 歷史 |
| DGXQuest Diagnostics Inc | COM | 337 | $6.42 萬 | 0.1% | +337 | 新進 | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 193 | $6.51 萬 | 0.1% | +193 | 新進 | 歷史 |
| NEENextera Energy Inc | Stock | 872 | $6.58 萬 | 0.1% | +872 | 新進 | 歷史 |
| ELVElevance Health, Inc. | Stock | 232 | $7.50 萬 | 0.1% | +232 | 新進 | 歷史 |
| Invesco Exch Traded FD Tr II46138E149 | S&P SMLCP HELT | 1,818 | $7.57 萬 | 0.1% | +1,818 | 新進 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 1,322 | $7.92 萬 | 0.1% | +1,322 | 新進 | – |
| CMGChipotle Mexican Grill Inc | COM | 2,050 | $8.03 萬 | 0.1% | +2,050 | 新進 | 歷史 |
| LOWLowes Companies Inc | Stock | 343 | $8.63 萬 | 0.1% | +343 | 新進 | 歷史 |
| AXPAmerican Express Co | Stock | 265 | $8.80 萬 | 0.1% | +265 | 新進 | 歷史 |
| AMTAmerican Tower Corp | REIT | 484 | $9.31 萬 | 0.1% | +484 | 新進 | 歷史 |
| JNJJohnson & Johnson | Stock | 534 | $9.91 萬 | 0.1% | +534 | 新進 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 207 | $10.1 萬 | 0.1% | +207 | 新進 | 歷史 |
| WMWaste Management Inc | Stock | 487 | $10.8 萬 | 0.1% | +487 | 新進 | 歷史 |
| SPDR Index Shs FDS78463X202 | ST STR EU 50 ETF | 1,757 | $10.9 萬 | 0.1% | +1,757 | 新進 | – |
| CSCOCisco Systems, Inc. | Stock | 1,624 | $11.1 萬 | 0.1% | +1,624 | 新進 | 歷史 |
| NFLXNetflix Inc | Stock | 95 | $11.4 萬 | 0.1% | +95 | 新進 | 歷史 |
| ALLAllstate Corp | Stock | 540 | $11.6 萬 | 0.1% | +540 | 新進 | 歷史 |
| WELLWelltower Inc. | REIT | 656 | $11.7 萬 | 0.1% | +656 | 新進 | 歷史 |
| RTXRTX Corp | Stock | 740 | $12.4 萬 | 0.2% | +740 | 新進 | 歷史 |
| New York Life Invts Active E45409F827 | MACKAY MUN INTER | 5,396 | $13.1 萬 | 0.2% | +5,396 | 新進 | – |
| VanEck Vectors ETF Tr92189F817 | VIETNAM ETF | 9,370 | $16.7 萬 | 0.2% | +9,370 | 新進 | – |
| COSTCostco Wholesale Corp | Stock | 182 | $16.9 萬 | 0.2% | +182 | 新進 | 歷史 |
| ABTAbbott Laboratories | Stock | 1,420 | $19.0 萬 | 0.2% | +1,420 | 新進 | 歷史 |
| GOOGAlphabet Inc. | Stock | 805 | $19.6 萬 | 0.2% | +805 | 新進 | 歷史 |
| VVisa Inc. | Stock | 590 | $20.1 萬 | 0.3% | +1+0.2% | 加碼 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 1,009 | $20.8 萬 | 0.3% | +1,009 | 新進 | – |
| First Tr Exchange-Traded FD336920103 | US EQTY OPPT ETF | 1,328 | $22.1 萬 | 0.3% | +1,328 | 新進 | – |
| DISWalt Disney Co | Stock | 1,991 | $22.8 萬 | 0.3% | +26+1.3% | 加碼 | 歷史 |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 4,542 | $23.1 萬 | 0.3% | +4,542 | 新進 | – |
| AVGOBroadcom Inc. | Stock | 738 | $24.3 萬 | 0.3% | +738 | 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% | – |