Wiser Advisor Group LLC
- SEC CIK
- 0002011550
- 最新申報
- 2026/8/14
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/14 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 229
- 較 2026 年第 1 季 +5
- 總值
- $9,133 萬
- 較 2026 年第 1 季 +$861.5 萬 (+10.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| BXBlackstone Inc. | COM | 8,963 | $105.5 萬 | 1.2% | +214+2.4% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 4,612 | $124.7 萬 | 1.4% | +30+0.7% | 加碼 | 歷史 |
| DBX ETF Tr233051432 | XTRACK USD HIGH | 34,947 | $127.6 萬 | 1.4% | +462+1.3% | 加碼 | – |
| KOCoca Cola Co | Stock | 15,780 | $128.2 萬 | 1.4% | +82+0.5% | 加碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 2 | $149.8 萬 | 1.6% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 14,732 | $166.9 萬 | 1.8% | −12−0.1% | 減碼 | 歷史 |
| Hartford FDS Exchange Traded41653L503 | MUN OPORTUNITE | 43,792 | $171.4 萬 | 1.9% | −1,432−3.2% | 減碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 20,624 | $177.7 萬 | 1.9% | −2,452−10.6% | 減碼依 6 比 1 拆股換算 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 49,261 | $178.0 萬 | 1.9% | −303−0.6% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 5,094 | $190.0 萬 | 2.1% | +759+17.5% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 6,294 | $190.8 萬 | 2.1% | −622−9.0% | 減碼 | – |
| Global X FDS37954Y343 | GLBL X MLP ETF | 36,302 | $192.7 萬 | 2.1% | +293+0.8% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 26,549 | $194.9 萬 | 2.1% | −455−1.7% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 9,884 | $197.8 萬 | 2.2% | −24−0.2% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 3,520 | $198.3 萬 | 2.2% | +11+0.3% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 4,382 | $209.3 萬 | 2.3% | −16−0.4% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 6,433 | $210.6 萬 | 2.3% | −5−0.1% | 減碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 9,697 | $211.3 萬 | 2.3% | −735−7.0% | 減碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 76,743 | $225.9 萬 | 2.5% | +99+0.1% | 加碼 | – |
| First Tr Exchange-Traded FD33737A108 | NASDQ CLN EDGE | 12,767 | $244.8 萬 | 2.7% | +49+0.4% | 加碼 | – |
| Invesco Exchange Traded FD T46137V472 | S&P MDCP QUALITY | 22,938 | $258.9 萬 | 2.8% | −27−0.1% | 減碼 | – |
| Global X FDS37954Y236 | DATA CTR DIG ETF | 86,041 | $261.3 萬 | 2.9% | −134−0.2% | 減碼 | – |
| New York Life Investments Et45409B560 | FTSE INTL EQTY C | 84,606 | $322.3 萬 | 3.5% | −955−1.1% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 14,649 | $349.1 萬 | 3.8% | +1,260+9.4% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 133,562 | $487.9 萬 | 5.3% | +17,446+15.0% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 13,675 | $488.7 萬 | 5.4% | −270−1.9% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 4,279 | $513.3 萬 | 5.6% | −20.0% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 8,220 | $564.5 萬 | 6.2% | −61−0.7% | 減碼 | – |
| AAPLApple Inc. | Stock | 19,993 | $578.5 萬 | 6.3% | −1,861−8.5% | 減碼 | 歷史 |
2026 年第 1 季之後清倉（4 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。