Wiser Advisor Group LLC
- SEC CIK
- 0002011550
- 最新申報
- 2026/8/14
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/2/9 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 233
- 較 2025 年第 3 季 −15
- 總值
- $8,744 萬
- 較 2025 年第 3 季 +$701.7 萬 (+8.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Total World Stock ETF922042742 | ETF | 147 | $2.07 萬 | <0.1% | 00.0% | 不變 | – |
| Invesco Exchange Traded FD T46137V464 | S&P MDCP MOMNTUM | 151 | $2.09 萬 | <0.1% | +151 | 新進 | – |
| MMM3M Co | Stock | 134 | $2.15 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MGMMGM Resorts International | Stock | 590 | $2.15 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| METMetlife Inc | Stock | 274 | $2.16 萬 | <0.1% | +2+0.7% | 加碼 | 歷史 |
| BRXBrixmor Property Group Inc. | COM | 828 | $2.17 萬 | <0.1% | +9+1.1% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 102 | $2.32 萬 | <0.1% | +1+1.0% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 357 | $2.36 萬 | <0.1% | +1+0.3% | 加碼 | – |
| HRHealthcare Realty Trust Inc | CL A COM | 1,393 | $2.36 萬 | <0.1% | +19+1.4% | 加碼 | 歷史 |
| NETCloudflare, Inc. | CL A COM | 121 | $2.39 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 35 | $2.41 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ELSEquity Lifestyle Properties Inc | COM | 412 | $2.50 萬 | <0.1% | +4+1.0% | 加碼 | 歷史 |
| CUBECubeSmart | REIT | 693 | $2.50 萬 | <0.1% | +9+1.3% | 加碼 | 歷史 |
| TRNOTerreno Realty Corp | COM | 450 | $2.64 萬 | <0.1% | +4+0.9% | 加碼 | 歷史 |
| TOLToll Brothers, Inc. | COM | 196 | $2.64 萬 | <0.1% | +1+0.5% | 加碼 | 歷史 |
| CCICrown Castle Inc. | REIT | 306 | $2.72 萬 | <0.1% | +6+2.0% | 加碼 | 歷史 |
| YUMYum Brands Inc | Stock | 185 | $2.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SHELShell plc | ADR | 391 | $2.88 萬 | <0.1% | +3+0.8% | 加碼 | 歷史 |
| KRCKilroy Realty Corp | COM | 774 | $2.89 萬 | <0.1% | +10+1.3% | 加碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 291 | $2.91 萬 | <0.1% | +4+1.4% | 加碼 | – |
| VTRVentas, Inc. | REIT | 387 | $3.00 萬 | <0.1% | +3+0.8% | 加碼 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 224 | $3.04 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FCFranklin Covey Co | COM | 1,812 | $3.04 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| REXRRexford Industrial Realty, Inc. | COM | 830 | $3.21 萬 | <0.1% | +9+1.1% | 加碼 | 歷史 |
| DOCHealthpeak Properties, Inc. | COM | 1,998 | $3.21 萬 | <0.1% | +35+1.8% | 加碼 | 歷史 |
| ADCAgree Realty Corp | COM | 455 | $3.28 萬 | <0.1% | +4+0.9% | 加碼 | 歷史 |
| AEEAmeren Corp | COM | 337 | $3.37 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MUMicron Technology Inc | Stock | 131 | $3.74 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 254 | $3.93 萬 | <0.1% | −6−2.3% | 減碼 | 歷史 |
| VICIVici Properties Inc. | COM | 1,438 | $4.04 萬 | <0.1% | −15−1.0% | 減碼 | 歷史 |
| MPLXMPLX LP | COM UNIT REP LTD | 771 | $4.12 萬 | <0.1% | +16+2.1% | 加碼 | 歷史 |
| HSTHost Hotels & Resorts, Inc. | COM | 2,389 | $4.24 萬 | <0.1% | +28+1.2% | 加碼 | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 193 | $4.36 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 139 | $4.38 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 587 | $4.43 萬 | 0.1% | −104−15.1% | 減碼 | – |
| SUISun Communities Inc | COM | 357 | $4.43 萬 | 0.1% | +1+0.3% | 加碼 | 歷史 |
| UALUnited Airlines Holdings, Inc. | COM | 428 | $4.79 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| UDRUDR, Inc. | COM | 1,337 | $4.90 萬 | 0.1% | +17+1.3% | 加碼 | 歷史 |
| EQIXEquinix Inc | COM | 66 | $5.09 萬 | 0.1% | −1−1.5% | 減碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 293 | $5.21 萬 | 0.1% | +72+32.6% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 108 | $5.24 萬 | 0.1% | −15−12.2% | 減碼 | 歷史 |
| XPOXPO, Inc. | COM | 387 | $5.26 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AVBAvalonbay Communities Inc | COM | 290 | $5.26 萬 | 0.1% | −3−1.0% | 減碼 | 歷史 |
| ORealty Income Corp | REIT | 935 | $5.27 萬 | 0.1% | +13+1.4% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 548 | $5.47 萬 | 0.1% | +19+3.6% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 372 | $5.68 萬 | 0.1% | +4+1.1% | 加碼 | 歷史 |
| SYKStryker Corp | Stock | 166 | $5.82 萬 | 0.1% | +1+0.6% | 加碼 | 歷史 |
| DGXQuest Diagnostics Inc | COM | 338 | $5.87 萬 | 0.1% | +1+0.3% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 172 | $6.02 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| EBAYeBay Inc | COM | 700 | $6.09 萬 | 0.1% | +3+0.4% | 加碼 | 歷史 |
| NDAQNasdaq, Inc. | COM | 652 | $6.33 萬 | 0.1% | +2+0.3% | 加碼 | 歷史 |
| MARMarriott International Inc | Stock | 204 | $6.33 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 920 | $6.39 萬 | 0.1% | +2+0.2% | 加碼 | – |
| MRKMerck & Co., Inc. | Stock | 660 | $6.95 萬 | 0.1% | +5+0.8% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 872 | $7.00 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BACBank of America Corp | Stock | 1,274 | $7.01 萬 | 0.1% | +755+145.5% | 加碼 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 2,050 | $7.58 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exch Traded FD Tr II46138E149 | S&P SMLCP HELT | 1,818 | $8.01 萬 | 0.1% | 00.0% | 不變 | – |
| ELVElevance Health, Inc. | Stock | 233 | $8.18 萬 | 0.1% | +1+0.4% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 1,330 | $8.31 萬 | 0.1% | +8+0.6% | 加碼 | – |
| LOWLowes Companies Inc | Stock | 345 | $8.32 萬 | 0.1% | +2+0.6% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 475 | $8.34 萬 | 0.1% | −9−1.9% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 1,030 | $9.66 萬 | 0.1% | +80+8.4% | 加碼依 10 比 1 拆股換算 | 歷史 |
| AXPAmerican Express Co | Stock | 266 | $9.83 萬 | 0.1% | +1+0.4% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 489 | $10.7 萬 | 0.1% | +2+0.4% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 536 | $11.1 萬 | 0.1% | +2+0.4% | 加碼 | 歷史 |
| ALLAllstate Corp | Stock | 542 | $11.3 萬 | 0.1% | +2+0.4% | 加碼 | 歷史 |
| SPDR Index Shs FDS78463X202 | ST STR EU 50 ETF | 1,771 | $11.4 萬 | 0.1% | +14+0.8% | 加碼 | – |
| TMOThermo Fisher Scientific Inc. | Stock | 207 | $12.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WELLWelltower Inc. | REIT | 657 | $12.2 萬 | 0.1% | +1+0.2% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 1,633 | $12.6 萬 | 0.1% | +9+0.6% | 加碼 | 歷史 |
| New York Life Invts Active E45409F827 | MACKAY MUN INTER | 5,443 | $13.2 萬 | 0.2% | +47+0.9% | 加碼 | – |
| RTXRTX Corp | Stock | 743 | $13.6 萬 | 0.2% | +3+0.4% | 加碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 999 | $14.9 萬 | 0.2% | +999 | 新進 | – |
| COSTCostco Wholesale Corp | Stock | 194 | $16.7 萬 | 0.2% | +12+6.6% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 886 | $17.3 萬 | 0.2% | +2+0.2% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 1,426 | $17.9 萬 | 0.2% | +6+0.4% | 加碼 | 歷史 |
| ARK ETF Tr00214Q807 | SPACE & DEFENSE | 6,759 | $19.6 萬 | 0.2% | +6,759 | 新進 | – |
| VVisa Inc. | Stock | 591 | $20.7 萬 | 0.2% | +1+0.2% | 加碼 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 1,009 | $21.4 萬 | 0.2% | 00.0% | 不變 | – |
| VanEck Vectors ETF Tr92189F817 | VIETNAM ETF | 11,370 | $21.7 萬 | 0.2% | +2,000+21.3% | 加碼 | – |
| First Tr Exchange-Traded FD336920103 | US EQTY OPPT ETF | 1,330 | $21.7 萬 | 0.2% | +2+0.2% | 加碼 | – |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 4,434 | $22.7 萬 | 0.3% | −108−2.4% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 805 | $25.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| AVGOBroadcom Inc. | Stock | 739 | $25.6 萬 | 0.3% | +1+0.1% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E511 | PFD ETF | 27,058 | $30.4 萬 | 0.3% | +40+0.1% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 618 | $37.9 萬 | 0.4% | +2+0.3% | 加碼 | – |
| NVONovo Nordisk A S | ADR | 7,602 | $38.7 萬 | 0.4% | −592−7.2% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E537 | NATL AMT MUNI | 16,685 | $38.7 萬 | 0.4% | −2,787−14.3% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 575 | $39.4 萬 | 0.5% | −2−0.3% | 減碼 | – |
| TRPTC Energy Corp | COM | 7,292 | $40.1 萬 | 0.5% | +75+1.0% | 加碼 | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 5,118 | $42.9 萬 | 0.5% | +12+0.2% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 3,671 | $44.1 萬 | 0.5% | +163+4.6% | 加碼 | – |
| TSLATesla, Inc. | Stock | 1,232 | $55.4 萬 | 0.6% | −35−2.8% | 減碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 1,189 | $57.1 萬 | 0.7% | +266+28.8% | 加碼 | 歷史 |
| ZMZoom Communications, Inc. | Stock | 7,212 | $62.2 萬 | 0.7% | +25+0.3% | 加碼 | 歷史 |
| RCLRoyal Caribbean Cruises Ltd | COM | 2,235 | $62.3 萬 | 0.7% | +40+1.8% | 加碼 | 歷史 |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 14,323 | $63.7 萬 | 0.7% | +144+1.0% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,448 | $72.8 萬 | 0.8% | −99−6.4% | 減碼 | 歷史 |
| RACEFerrari N.V. | COM | 2,123 | $78.4 萬 | 0.9% | −11−0.5% | 減碼 | 歷史 |
2025 年第 3 季之後清倉（23 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 3 季股數 | 2025 年第 3 季市值 | 2025 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| DISWalt Disney Co | Stock | 1,991 | $22.8 萬 | 0.3% | 歷史 |
| MDLZMondelez International, Inc. | Stock | 826 | $5.16 萬 | 0.1% | 歷史 |
| AKAMAkamai Technologies Inc | COM | 655 | $4.96 萬 | 0.1% | 歷史 |
| LINLinde PLC | Stock | 41 | $1.94 萬 | <0.1% | 歷史 |
| First Tr Exch Traded FD III33739N108 | MANAGD MUN ETF | 290 | $1.47 萬 | <0.1% | – |
| Amplify Blockchain Technology ETF032108607 | ETF | 184 | $1.24 萬 | <0.1% | – |
| First Tr Exchange-Traded FD33739Q705 | FT VEST S&P 500 | 181 | $8,917 | <0.1% | – |
| ProShares Tr74348A145 | PET CARE ETF | 146 | $8,207 | <0.1% | – |
| Exchange Traded Concepts Tru301505707 | ROBO GLB ETF | 106 | $6,955 | <0.1% | – |
| ZTSZoetis Inc. | Stock | 47 | $6,901 | <0.1% | 歷史 |
| Pacer FDS Tr69374H741 | DATA AND INFRAST | 167 | $5,302 | <0.1% | – |
| DOWDow Inc. | Stock | 143 | $3,289 | <0.1% | 歷史 |
| SYNASYNAPTICS Inc | Stock | 40 | $2,734 | <0.1% | 歷史 |
| UPSTUpstart Holdings, Inc. | COM | 50 | $2,540 | <0.1% | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 5 | $2,236 | <0.1% | 歷史 |
| SOLVSolventum Corp | Stock | 30 | $2,190 | <0.1% | 歷史 |
| ILMNIllumina, Inc. | COM | 18 | $1,710 | <0.1% | 歷史 |
| KKRKKR & Co. Inc. | COM | 10 | $1,300 | <0.1% | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 4 | $302 | <0.1% | 歷史 |
| MDTMedtronic plc | Stock | 2 | $204 | <0.1% | 歷史 |
| CVSCVS Health Corp | Stock | 1 | $83 | <0.1% | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 1 | $50 | <0.1% | 歷史 |
| WBDWarner Bros. Discovery, Inc. | Stock | 2 | $39 | <0.1% | 歷史 |