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TopTier Wealth Management, LLC

SEC CIK
0002109367
最新申報
2026/7/14

2026 年第 2 季持倉

持倉截至 2026/6/30,2026/7/14 申報。只含多頭部位,變化是跟 2026 年第 1 季比股數。

機構總覽
持股檔數
133
較 2026 年第 1 季 −662
總值
$1.66 億
較 2026 年第 1 季 +$288.4 萬 (+1.8%)
申報日
2026/7/14
SEC
TopTier Wealth Management, LLC 在 2026 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
WisdomTree Tr97717X669US QTLY DIV GRT163,408$1,563 萬9.4%+5,008+3.2%加碼–
Invesco QQQ Trust Series I46090E103ETF17,746$1,307 萬7.9%−412−2.3%減碼–
WisdomTree Tr97717W307US LARGECAP DIVD109,947$1,059 萬6.4%+4,210+4.0%加碼–
WisdomTree Tr97717W562US SMALLCAP FUND93,282$632.4 萬3.8%−1,448−1.5%減碼–
WisdomTree Tr97717W588US LARGECAP FUND80,257$624.3 萬3.8%+91+0.1%加碼–
Ea Series Trust02072L565ALPHA ARCH 1-347,192$552.6 萬3.3%+1,815+4.0%加碼–
SPYSPDR S&P 500 ETF TrustETF7,328$547.2 萬3.3%+15+0.2%加碼歷史
WisdomTree Tr97717W570US MIDCAP FUND60,687$459.9 萬2.8%−197−0.3%減碼–
Vanguard Morningstar Total Stock Market ETF922908769ETF9,809$363.0 萬2.2%+118+1.2%加碼–
iShares Core S&P Small Cap ETF464287804ETF22,479$333.4 萬2.0%+893+4.1%加碼–
Innovator ETFs Trust45782C433US EQTY BUFR FEB56,888$299.5 萬1.8%−669−1.2%減碼–
WisdomTree Tr97717Y477US QUALITY GROW43,171$285.1 萬1.7%+4,265+11.0%加碼–
Innovator ETFs Trust45782C557US EQTY BUF DEC48,311$257.0 萬1.6%−691−1.4%減碼–
First Tr Exchng Traded FD VI33740F441FT VEST U.S EQT59,680$256.9 萬1.6%−30−0.1%減碼–
NVDANVIDIA CorpStock11,663$233.4 萬1.4%+37+0.3%加碼歷史
Innovator ETFs Trust45782C698US EQUT BUFR AUG41,699$223.6 萬1.4%−31−0.1%減碼–
WisdomTree Tr97717W505US MIDCAP DIVID38,931$220.0 萬1.3%+103+0.3%加碼–
AAPLApple Inc.Stock7,368$213.2 萬1.3%+9+0.1%加碼歷史
WisdomTree Tr97717W604US SMALLCAP DIVD52,099$211.9 萬1.3%−6,960−11.8%減碼–
WisdomTree Tr97717W703INTL EQUITY FD26,593$194.7 萬1.2%−5,637−17.5%減碼–
Innovator ETFs Trust45782C326US EQTY BUFR MAY36,112$171.0 萬1.0%−738−2.0%減碼–
ETF Opportunities Trust26923N108AMERICAN CONSER31,055$169.3 萬1.0%+80.0%加碼–
J P Morgan Exchange Traded F46641Q670CORE PLUS BD ETF35,830$168.2 萬1.0%−374−1.0%減碼–
Innovator ETFs Trust45782C508US EQTY PWR BUF32,724$162.0 萬1.0%−4,134−11.2%減碼–
Innovator ETFs Trust45782C888US EQT BUFR APR28,432$151.4 萬0.9%−2,109−6.9%減碼–
iShares Core S&P Mid-Cap ETF464287507ETF19,362$149.3 萬0.9%+5,690+41.6%加碼–
First Tr Exchng Traded FD VI33740F755FT LADD BUFF ETF39,493$144.3 萬0.9%−175−0.4%減碼–
MDYSPDR S&P Midcap 400 ETF TrustETF1,977$139.0 萬0.8%−153−7.2%減碼歷史
First Tr Exchng Traded FD VI33740F730FT VEST US EQT27,691$130.5 萬0.8%00.0%不變–
SLViShares Silver TrustETF23,832$127.4 萬0.8%00.0%不變歷史
Invesco Exch Traded FD Tr II46138E727RAFI EMRGNG MRKT45,148$125.9 萬0.8%+3,739+9.0%加碼–
WisdomTree Tr97717W547US VALUE FD12,264$124.8 萬0.8%+204+1.7%加碼–
Innovator ETFs Trust45782C680US EQTY PWR BF24,946$113.9 萬0.7%00.0%不變–
Innovator ETFs Trust45782C342US SML CP PWR ET25,391$101.1 萬0.6%−2,492−8.9%減碼–
Innovator ETFs Trust45783Y855DEFINED WLT SHLD29,462$101.0 萬0.6%−181−0.6%減碼–
J P Morgan Exchange Traded F46641Q159INCOME ETF21,763$100.2 萬0.6%−106−0.5%減碼–
First Tr Exchng Traded FD VI33740F763FT VEST US EQT16,280$99.3 萬0.6%−331−2.0%減碼–
IAUiShares Gold TrustETF12,988$98.1 萬0.6%00.0%不變歷史
WisdomTree Tr97717X594ITL HDG QTLY DIV18,331$96.0 萬0.6%−157−0.8%減碼–
GWWW.W. Grainger, Inc.Stock693$94.3 萬0.6%00.0%不變歷史
Innovator ETFs Trust45782C581US EQTY BUF NOV19,090$91.3 萬0.6%−2,623−12.1%減碼–
Innovator ETFs Trust45782C664US EQTY BUF SEP17,161$90.5 萬0.5%−10.0%減碼–
Innovator ETFs Trust45782C755US EQTY BUFR JUN18,430$89.7 萬0.5%+2,040+12.4%加碼–
Innovator ETFs Trust45782C540US EQTY PWR BUF19,310$88.6 萬0.5%00.0%不變–
First Tr Exchng Traded FD VI33740F748FT VEST US EQT15,525$87.3 萬0.5%+1,431+10.2%加碼–
Innovator ETFs Trust45784N106EQUITY DEFINED P30,500$84.1 萬0.5%00.0%不變–
Innovator ETFs Trust45783Y814LADERD ALCTN PWR15,836$83.4 萬0.5%−3,336−17.4%減碼–
WisdomTree Tr97717W281EMG MKTS SMCAP12,755$82.5 萬0.5%−1,951−13.3%減碼–
Innovator U.S. Equity Power Buffer ETF - September45782C656ETF17,707$81.5 萬0.5%−20.0%減碼–
JPMorgan Nasdaq Equity Premium Income ETF46654Q203ETF12,362$76.0 萬0.5%+1,182+10.6%加碼–
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL9,964$74.6 萬0.5%−16−0.2%減碼–
First Tr Exchng Traded FD VI33740F854FT VEST U.S.15,649$73.3 萬0.4%00.0%不變–
EPDEnterprise Products Partners L.P.Stock19,778$72.7 萬0.4%+108+0.5%加碼歷史
Listed FDS Tr53656G498ROUN MA SEVE ETF11,227$72.2 萬0.4%−208−1.8%減碼–
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM12,490$70.5 萬0.4%−418−3.2%減碼–
Innovator ETFs Trust45784N833US SMALL CAP PWR23,423$66.5 萬0.4%−1,901−7.5%減碼–
Vanguard Dividend Appreciation ETF921908844ETF2,664$63.0 萬0.4%−90−3.3%減碼–
WisdomTree Tr97717X578EM EX ST-OWNED12,766$62.8 萬0.4%−147−1.1%減碼–
Invesco Exch TRD SLF Idx FD46138J619RUSL 1000 DYNM8,978$61.5 萬0.4%+5+0.1%加碼–
First Trust Dow Jones Internet Index Fund33733E302ETF2,276$60.3 萬0.4%−20−0.9%減碼–
METAMeta Platforms, Inc.Stock1,044$58.8 萬0.4%+29+2.9%加碼歷史
Invesco Nasdaq 100 ETF46138G649ETF1,915$58.0 萬0.4%+540+39.3%加碼–
WisdomTree Tr97717W794TRUE DEV INTL FD7,729$57.5 萬0.3%+34+0.4%加碼–
WisdomTree Tr97717Y527FLOATNG RAT TREA11,148$56.1 萬0.3%−625−5.3%減碼–
Innovator ETFs Trust45782C573US EQTY PWR BUF12,555$55.7 萬0.3%−5,318−29.8%減碼–
Innovator U.S. Equity Buffer ETF - October45782C771ETF10,379$55.0 萬0.3%00.0%不變–
Invesco Exchange Traded FD T46137V597RAFI US 15009,643$53.8 萬0.3%−26−0.3%減碼–
Innovator ETFs Trust45782C789US EQTY BUFR JUL9,895$53.7 萬0.3%−30.0%減碼–
ETEnergy Transfer LPCOM UT LTD PTN27,292$52.2 萬0.3%+201+0.7%加碼歷史
AMZNAmazon Com IncStock2,169$51.7 萬0.3%−89−3.9%減碼歷史
Innovator ETFs Trust45782C870US EQT PWR BUF11,723$49.5 萬0.3%−20.0%減碼–
Vanguard Admiral FDS Inc921932844MIDCP 400 VAL4,326$49.3 萬0.3%−185−4.1%減碼–
Vanguard Morningstar Growth ETF922908736ETF5,705$49.1 萬0.3%00.0%不變依 6 比 1 拆股換算–
KLACKLA CorpCOM NEW1,612$48.6 萬0.3%00.0%不變依 10 比 1 拆股換算歷史
WisdomTree Tr97717Y857US MULTIFACTOR8,872$48.1 萬0.3%+40.0%加碼–
Innovator ETFs Trust45782C318US EQTY PWR BUF11,541$47.7 萬0.3%−439−3.7%減碼–
UNHUnitedHealth Group IncStock1,134$47.1 萬0.3%−708−38.4%減碼歷史
MSFTMicrosoft CorpStock1,243$46.4 萬0.3%+14+1.1%加碼歷史
First Tr Exchange-Traded FD33734H106SHS9,432$45.4 萬0.3%+40+0.4%加碼–
iShares Russell 1000 Growth ETF464287614ETF3,448$42.8 萬0.3%00.0%不變依 4 比 1 拆股換算–
Innovator ETFs Trust45782C391US EQTY BUFR MAR7,330$42.2 萬0.3%−540−6.9%減碼–
WisdomTree Tr97717X263DYNAMIC INTL EQT9,059$41.8 萬0.3%+2,824+45.3%加碼–
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF8,297$41.8 萬0.3%+2,634+46.5%加碼–
Invesco Exch Traded FD Tr II46138E743RAFI DVLPD MRKTS5,413$40.9 萬0.2%−143−2.6%減碼–
WisdomTree Tr97717X651US S CAP QTY DIV6,780$40.2 萬0.2%+10.0%加碼–
First Tr Exchng Traded FD VI33740U703FT VEST DEEP ETF13,331$39.6 萬0.2%−1,693−11.3%減碼–
First Tr Exchng Traded FD VI33740F623FT VEST US EQT7,139$39.3 萬0.2%−407−5.4%減碼–
AMATApplied Materials IncStock538$38.9 萬0.2%+1+0.2%加碼歷史
MSMorgan StanleyStock1,859$38.9 萬0.2%+5+0.3%加碼歷史
iShares Tr464287515EXPANDED TECH4,185$37.9 萬0.2%+53+1.3%加碼–
Global X FDS37954Y483NASDAQ 100 COVER19,947$36.8 萬0.2%+541+2.8%加碼–
Innovator ETFs Trust45782C599US SML CP PWR B9,774$36.5 萬0.2%−199−2.0%減碼–
Innovator ETFs Trust45782C409US EQTY BUFR JAN6,180$36.4 萬0.2%−351−5.4%減碼–
Innovator ETFs Trust45783Y137US SMALL CAP PWR12,500$35.8 萬0.2%−4,957−28.4%減碼–
Vanguard S&P 500 ETF922908363ETF513$35.2 萬0.2%00.0%不變–
Invesco Exch Traded FD Tr II46138G102S&P SMLCP LOW6,620$34.7 萬0.2%+13+0.2%加碼–
First Tr Exchange-Traded FD33733E104CAP STRENGTH ETF3,674$34.5 萬0.2%+9+0.2%加碼–
Innovator ETFs Trust45782C474US SML CP PWR B7,509$34.3 萬0.2%−554−6.9%減碼–
GOOGAlphabet Inc.Stock968$34.2 萬0.2%+15+1.6%加碼歷史
RCLRoyal Caribbean Cruises LtdCOM1,075$34.1 萬0.2%00.0%不變歷史

2026 年第 1 季之後清倉(662 檔)

2026 年第 1 季季末還持有、這份申報已經沒有的部位。

依上一季市值列出前 100 檔,共 662 檔。

TopTier Wealth Management, LLC 在 2026 年第 1 季之後清倉的部位
證券類別2026 年第 1 季股數2026 年第 1 季市值2026 年第 1 季佔組合 %紀錄
First Tr Exchng Traded FD VI33740U844FT VEST U.S8,403$36.1 萬0.2%–
INTUIntuit Inc.Stock516$22.3 萬0.1%歷史
First Tr Exchng Traded FD VI33740F599FT VEST US EQT4,088$19.8 萬0.1%–
WisdomTree Tr97717W422INDIA ERNGS FD4,689$19.1 萬0.1%–
TJXTJX Companies IncStock1,181$18.9 萬0.1%歷史
Innovator ETFs Trust45782C813US EQTY PWR BUF3,957$18.2 萬0.1%–
Innovator ETFs Trust45784N742EQUI DEFI 1 MARC6,552$18.1 萬0.1%–
Invesco Exch TRD SLF Idx FD46138J775BLOO PRI PWR ETF2,017$17.4 萬0.1%–
Innovator U.S. Equity Power Buffer ETF - October45782C797ETF3,994$17.2 萬0.1%–
WisdomTree Tr97717Y774INTK MLTIFACTR5,015$16.9 萬0.1%–
Fidelity Comwlth Tr315912808NASDAQ COMPSIT1,894$16.1 萬0.1%–
ProShares Tr74348A467S&P 500 DV ARIST1,500$15.9 萬0.1%–
GEGeneral Electric CoStock528$15.0 萬0.1%歷史
TOLToll Brothers, Inc.COM1,092$14.9 萬0.1%歷史
Invtor Edp ETF 2YR to JY202645783Y236ETP5,131$14.9 萬0.1%–
Innovator ETFs Trust45782C417US EQTY PWR BUF3,579$14.4 萬0.1%–
First Tr Exchng Traded FD VI33740F862FT VEST US EQT2,754$14.3 萬0.1%–
Vanguard Admiral FDS Inc921932778SMLCP 600 VAL1,388$14.1 萬0.1%–
iShares Tr464287150CORE S&P TTL STK938$13.4 萬0.1%–
Innovator ETFs Trust45782C292US EQT ULTRA BF3,587$13.2 萬0.1%–
AIZAssurant, Inc.Stock569$12.4 萬0.1%歷史
AEPAmerican Electric Power Co IncStock939$12.3 萬0.1%歷史
AVGOBroadcom Inc.Stock383$11.9 萬0.1%歷史
CMICummins IncStock220$11.8 萬0.1%歷史
Vanguard World FD921910816MEGA GRWTH IND322$11.8 萬0.1%–
JNJJohnson & JohnsonStock478$11.7 萬0.1%歷史
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT607$11.6 萬0.1%–
First Tr Exchng Traded FD VI33740U612VEST US EQUITY M3,475$11.6 萬0.1%–
COFCapital One Financial CorpStock635$11.6 萬0.1%歷史
AMPAmeriprise Financial IncCOM256$11.4 萬0.1%歷史
RTXRTX CorpStock588$11.3 萬0.1%歷史
First Tr Exchng Traded FD VI33740F771FT VEST US2,391$11.3 萬0.1%–
NFLXNetflix IncStock1,177$11.3 萬0.1%歷史
IBITiShares Bitcoin Trust ETFETF2,936$11.3 萬0.1%歷史
Innovator ETFs Trust45782C425US EQT ULTRA BFR3,097$11.2 萬0.1%–
LLYEli Lilly & CoStock120$11.0 萬0.1%歷史
COSTCostco Wholesale CorpStock109$10.8 萬0.1%歷史
Northern LTS FD Tr IV66538H641INSPIRE SML/ MID2,653$10.6 萬0.1%–
iShares Tr464288505MRGSTR SM CP ETF1,600$10.4 萬0.1%–
SAPSAP SEADR597$10.2 萬0.1%歷史
iShares Russell 2000 ETF464287655ETF400$9.92 萬0.1%–
Goldman Sachs ETF Tr38149W630NASDA 100 ETF2,000$9.90 萬0.1%–
Innovator ETFs Trust45783Y129GROW 100 PWR AUG3,364$9.74 萬0.1%–
SNXTD Synnex CorpCOM575$9.70 萬0.1%歷史
PGRProgressive CorpStock481$9.54 萬0.1%歷史
iShares Tr4642874571 3 YR TREAS BD1,147$9.47 萬0.1%–
ABBVAbbVie Inc.Stock422$9.17 萬0.1%歷史
iShares Tr464287234MSCI EMG MKT ETF1,612$9.16 萬0.1%–
UHSUniversal Health Services IncCL B505$9.04 萬0.1%歷史
Innovator ETFs Trust45784N783US SM CAP BUFFER3,214$9.03 萬0.1%–
Innovator ETFs Trust45782C748US EQTY PWR BUF2,113$8.84 萬0.1%–
TELTE Connectivity plcStock414$8.65 萬0.1%歷史
iShares Tr464288448INTL SEL DIV ETF2,000$8.51 萬0.1%–
BMYBristol Myers Squibb CoStock1,397$8.47 萬0.1%歷史
Innovator ETFs Trust45782C276GRWT100 PWR BUF1,183$8.45 萬0.1%–
NKENIKE, Inc.Stock1,586$8.38 萬0.1%歷史
FHNFirst Horizon CorpCOM3,664$8.34 萬0.1%歷史
Invesco Exch Traded FD Tr II46138G631NASDAQNXTGEN1002,255$8.17 萬0.1%–
iShares Tr464288869MICRO-CAP ETF500$7.98 萬<0.1%–
GDGeneral Dynamics CorpStock229$7.87 萬<0.1%歷史
First Tr Exchng Traded FD VI33740F581FT VEST NAS2,300$7.73 萬<0.1%–
EFXEquifax IncCOM427$7.69 萬<0.1%歷史
First Tr Exchng Traded FD VI33740F557FT VEST NAS2,360$7.37 萬<0.1%–
JPMJPMorgan Chase & CoStock247$7.27 萬<0.1%歷史
MCKMcKesson CorpStock83$7.18 萬<0.1%歷史
WisdomTree Tr97717X131INTL QULTY DIV1,788$7.18 萬<0.1%–
GOOGLAlphabet Inc.Stock244$7.02 萬<0.1%歷史
KMIKinder Morgan, Inc.Stock1,986$6.66 萬<0.1%歷史
PANWPalo Alto Networks IncStock411$6.59 萬<0.1%歷史
UPSUnited Parcel Service IncStock669$6.58 萬<0.1%歷史
FFord Motor CoStock5,566$6.42 萬<0.1%歷史
ISRGIntuitive Surgical IncCOM NEW137$6.32 萬<0.1%歷史
DJTTrump Media & Technology Group Corp.Stock6,700$6.22 萬<0.1%歷史
BIIBBiogen Inc.COM336$6.16 萬<0.1%歷史
QQnity Electronics, Inc.COMMON STOCK529$6.10 萬<0.1%歷史
Innovator ETFs Trust45784N858EQUITY DEFINED P2,340$6.00 萬<0.1%–
iShares MSCI USA Min Vol Factor ETF46429B697ETF642$5.95 萬<0.1%–
QCOMQualcomm IncStock460$5.92 萬<0.1%歷史
Innovator ETFs Trust45782C334GRWT100 PWR BF1,072$5.86 萬<0.1%–
First Tr Exchng Traded FD VI33740U505FT VEST UQ EQT1,175$5.84 萬<0.1%–
First Tr Exchng Traded FD VI33740U653FT VEST US EQT1,466$5.67 萬<0.1%–
ARK Innovation ETF00214Q104ETF815$5.51 萬<0.1%–
Innovator U.S. Equity Ultra Buffer ETF - October45782C821ETF1,423$5.44 萬<0.1%–
MAMastercard IncStock105$5.24 萬<0.1%歷史
EGEverest Group, Ltd.COM160$5.23 萬<0.1%歷史
iShares Core S&P 500 ETF464287200ETF80$5.23 萬<0.1%–
MCDMcDonalds CorpStock166$5.17 萬<0.1%歷史
RDDTReddit, Inc.Stock380$5.12 萬<0.1%歷史
CMGChipotle Mexican Grill IncCOM1,568$5.02 萬<0.1%歷史
LMTLockheed Martin CorpStock82$4.96 萬<0.1%歷史
DALDelta Air Lines, Inc.COM NEW726$4.83 萬<0.1%歷史
ORCLOracle CorpStock328$4.83 萬<0.1%歷史
LAMRLamar Advertising CoREIT380$4.81 萬<0.1%歷史
Innovator ETFs Trust45782C375US EQT ULTRA BF1,186$4.71 萬<0.1%–
ONONOn Holding AGStock1,384$4.71 萬<0.1%歷史
AXPAmerican Express CoStock154$4.66 萬<0.1%歷史
Vanguard Morningstar Small-Cap Value ETF922908611ETF214$4.65 萬<0.1%–
Innovator ETFs Trust45784N692UNCAPPED BITCOIN2,716$4.64 萬<0.1%–
Invesco Exchange Traded FD T46137V613RAFI US 1000 ETF972$4.62 萬<0.1%–
CVXChevron CorpStock223$4.61 萬<0.1%歷史