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 |
|---|---|---|---|---|---|---|---|
| ORCLOracle Corp | Stock | 884 | $24.9 萬 | 0.3% | +884 | 新進 | 歷史 |
| Invesco Exch Traded FD Tr II46138E511 | PFD ETF | 27,018 | $31.3 萬 | 0.4% | +27,018 | 新進 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 616 | $37.0 萬 | 0.5% | +616 | 新進 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 577 | $38.6 萬 | 0.5% | +1+0.2% | 加碼 | – |
| TRPTC Energy Corp | COM | 7,217 | $39.3 萬 | 0.5% | +7,217 | 新進 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 3,508 | $41.7 萬 | 0.5% | +13+0.4% | 加碼 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 923 | $42.8 萬 | 0.5% | −37−3.9% | 減碼 | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 5,106 | $42.9 萬 | 0.5% | +36+0.7% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E537 | NATL AMT MUNI | 19,472 | $45.0 萬 | 0.6% | +19,472 | 新進 | – |
| NVONovo Nordisk A S | ADR | 8,194 | $45.5 萬 | 0.6% | +8,194 | 新進 | 歷史 |
| TSLATesla, Inc. | Stock | 1,267 | $56.3 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| ZMZoom Communications, Inc. | Stock | 7,187 | $59.3 萬 | 0.7% | +7,187 | 新進 | 歷史 |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 14,179 | $63.2 萬 | 0.8% | +139+1.0% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 20,842 | $69.7 萬 | 0.9% | +20,842 | 新進 | – |
| RCLRoyal Caribbean Cruises Ltd | COM | 2,195 | $71.0 萬 | 0.9% | +143+7.0% | 加碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 6,585 | $75.4 萬 | 0.9% | −928−12.4% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,547 | $77.8 萬 | 1.0% | −30−1.9% | 減碼 | 歷史 |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 45,743 | $83.4 萬 | 1.0% | −2,623−5.4% | 減碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 9,935 | $90.8 萬 | 1.1% | +342+3.6% | 加碼 | – |
| KOCoca Cola Co | Stock | 15,345 | $101.8 萬 | 1.3% | +615+4.2% | 加碼 | 歷史 |
| RACEFerrari N.V. | COM | 2,134 | $103.5 萬 | 1.3% | +277+14.9% | 加碼 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 40,851 | $114.0 萬 | 1.4% | +81+0.2% | 加碼 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 4,397 | $122.8 萬 | 1.5% | +285+6.9% | 加碼 | 歷史 |
| DBX ETF Tr233051432 | XTRACK USD HIGH | 33,798 | $125.4 萬 | 1.6% | +435+1.3% | 加碼 | – |
| Global X FDS37954Y343 | GLBL X MLP ETF | 26,520 | $128.4 萬 | 1.6% | +26,520 | 新進 | – |
| MCDMcDonalds Corp | Stock | 4,531 | $137.7 萬 | 1.7% | +129+2.9% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 14,504 | $149.5 萬 | 1.9% | +476+3.4% | 加碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 2 | $150.8 萬 | 1.9% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 3,804 | $154.1 萬 | 1.9% | −70−1.8% | 減碼 | 歷史 |
| Global X FDS37954Y236 | DATA CTR DIG ETF | 82,855 | $169.7 萬 | 2.1% | +82,855 | 新進 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 7,034 | $178.9 萬 | 2.2% | +60+0.9% | 加碼 | – |
| Hartford FDS Exchange Traded41653L503 | MUN OPORTUNITE | 46,861 | $182.6 萬 | 2.3% | +46,861 | 新進 | – |
| First Tr Exchange-Traded FD33737A108 | NASDQ CLN EDGE | 12,284 | $185.6 萬 | 2.3% | +1,949+18.9% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 10,544 | $196.6 萬 | 2.4% | −470−4.3% | 減碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 75,143 | $197.9 萬 | 2.5% | +3,540+4.9% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 10,653 | $198.8 萬 | 2.5% | +389+3.8% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 6,367 | $200.8 萬 | 2.5% | +175+2.8% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 4,220 | $202.4 萬 | 2.5% | −159−3.6% | 減碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 27,687 | $205.9 萬 | 2.6% | −1,882−6.4% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 4,455 | $230.7 萬 | 2.9% | +170+4.0% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V472 | S&P MDCP QUALITY | 22,113 | $232.1 萬 | 2.9% | +22,113 | 新進 | – |
| New York Life Investments Et45409B560 | FTSE INTL EQTY C | 82,351 | $255.4 萬 | 3.2% | +2,869+3.6% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 3,636 | $267.0 萬 | 3.3% | +142+4.1% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 13,523 | $296.9 萬 | 3.7% | +343+2.6% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 4,404 | $336.0 萬 | 4.2% | +105+2.4% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 14,932 | $363.0 萬 | 4.5% | +403+2.8% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 8,415 | $515.3 萬 | 6.4% | −278−3.2% | 減碼 | – |
| AAPLApple Inc. | Stock | 23,271 | $592.6 萬 | 7.4% | −196−0.8% | 減碼 | 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% | – |