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Wise Wealth Partners · 13F 持仓分析
期权收益计算器 机构排行

Wise Wealth Partners

No.9477 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$5,883.7万
环比变动 Q1 2026
-$1,502.9万-20.3%
持仓股票数
43
新买入
8
加仓
12
减仓
15
清仓
18
持股不变
8
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
S道富SPYM
23.26%26.39%$1,368.4万15.6万股$1,949.3万25.5万股-9.9万股-38.86%减仓
IiShares安硕信托AGG
6.93%6.77%$407.9万4.1万股$500.4万5.0万股-9,195股-18.24%减仓
V先锋领航斯科茨代尔基金VGSH
6.03%$354.9万6.1万股$00股+6.1万股新买入
V先锋领航指数基金VTV
5.01%3.63%$294.9万1.4万股$268.0万1.4万股-127股-0.93%减仓
F富达·MERRIMACK STR TRFBND
4.92%$289.3万6.4万股$00股+6.4万股新买入
DDIREXION DAILY S&P 500 BEAR 1X SHARESSPDN
4.41%$259.2万29.9万股$00股+29.9万股新买入
V先锋领航STAR基金VXUS
4.18%$245.9万2.9万股$00股+2.9万股新买入
DDIREXION SHARES ETF TRUSTQQQD
3.9%4.68%$229.2万17.4万股$345.6万23.4万股-6.1万股-25.94%减仓
S嘉信策略信托SCHD
3.51%$206.7万6.5万股$00股+6.5万股新买入
CCAPITAL CONSERVATIVE ECGCV
3.38%2.37%$199.1万6.0万股$175.2万6.0万股+699股+1.17%加仓
S道富SPTI
3.12%$183.5万6.5万股$00股+6.5万股新买入
V先锋领航指数基金VOO
2.79%1.8%$163.9万2,225股$133.0万2,304股-79股-3.43%减仓
PProShares信托IIGLL
2.66%1.71%$156.3万5.8万股$126.1万6.2万股-4,539股-7.26%减仓
IiShares安硕信托IVLU
2.42%1.13%$142.6万3.4万股$83.2万2.1万股+1.3万股+62.75%加仓
S嘉信·INTERNATIONAL DIVIDEND EQUITY ETFSCHY
2.16%$127.4万4.0万股$00股+4.0万股新买入
SSPDR黄金信托GLD
1.47%8.33%$86.5万2,349股$615.1万1.4万股-1.2万股-83.57%减仓
G通用动力VTI
1.47%1.04%$86.2万2,330股$76.7万2,390股-60股-2.51%减仓
摩根大通JPM
1.34%0.96%$79.1万2,415股$71.0万2,415股00.00%持仓不变
伯克希尔哈撒韦BRK.B
1.25%1%$73.8万1,474股$73.8万1,539股-65股-4.22%减仓
SSPDR道富系列信托SPTM
1.17%0.81%$69.0万7,602股$60.1万7,600股+2股+0.03%加仓
IiShares安硕·RUSSELL MIDCAP ETFIWR
1.16%0.81%$68.1万6,170股$60.0万6,170股00.00%持仓不变
IiShares安硕信托GJS
1.05%0.87%$62.0万2.7万股$64.0万2.8万股-738股-2.64%减仓
3M COMMMM
1.05%0.75%$61.6万3,802股$55.2万3,802股00.00%持仓不变
IiShares安硕·MSCIQUAL
0.98%1.35%$57.6万2,623股$99.4万5,184股-2,561股-49.40%减仓
VisaV
0.93%0.62%$54.7万1,594股$45.7万1,513股+81股+5.35%加仓
I景顺交易所交易基金信托RSP
0.89%0.52%$52.5万2,467股$38.1万1,984股+483股+24.34%加仓
雪佛龙CVX
0.87%0.87%$51.4万3,100股$64.1万3,100股00.00%持仓不变
IiShares安硕信托GVI
0.72%0.56%$42.5万3,951股$41.7万3,925股+26股+0.66%加仓
万事达MA
0.69%0.53%$40.5万789股$39.4万789股00.00%持仓不变
IiShares安硕信托CMF
0.58%0.46%$34.3万5,959股$33.6万5,918股+41股+0.69%加仓
埃克森美孚XOM
0.55%0.55%$32.5万2,377股$40.3万2,377股00.00%持仓不变
IiShares安硕信托GVI
0.55%0.43%$32.1万3,013股$31.9万2,994股+19股+0.63%加仓
V先锋领航白厅基金VYMI
0.51%4.77%$30.0万3,050股$352.4万3.7万股-3.4万股-91.84%减仓
V先锋领航·MIDVO
0.5%0.32%$29.5万3,657股$23.7万825股+2,832股+343.27%加仓
S道富SPYV
0.49%0.36%$28.8万4,736股$26.8万4,735股+1股+0.02%加仓
V先锋领航指数基金VB
0.47%0.29%$27.6万909股$21.3万812股+97股+11.95%加仓
F第一信托·UST MORNINGSTAR DIVIDEND LEADERS INDEX FUNDTDIV
0.44%0.36%$25.6万5,267股$26.8万5,267股00.00%持仓不变
IiShares安硕·RUSSELLIWF
0.4%0.72%$23.6万1,901股$53.0万1,242股+659股+53.06%加仓
可口可乐KO
0.37%0.27%$21.6万2,656股$20.2万2,656股00.00%持仓不变
霍尼韦尔HON
0.36%0.57%$21.5万924股$41.8万1,848股-924股-50.00%减仓
IiShares安硕信托IXUS
0.36%0.65%$21.2万2,226股$48.0万5,544股-3,318股-59.85%减仓
AAlphabet Inc Class CGOOG
0.35%1.65%$20.5万579股$121.7万4,242股-3,663股-86.35%减仓
HHONEYWELL AEROSPACE INCHONA
0.35%$20.4万924股$00股+924股新买入

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