13FBOX
Wiser Wealth Management, Inc · 13F 持仓分析
期权收益计算器 机构排行

Wiser Wealth Management, Inc

No.4129
最新持仓市值 (Q2 2026)
$5.23亿
环比变动 Q1 2026
+$5,899.5万+12.7%
持仓股票数
75
新买入
19
加仓
42
减仓
14
清仓
2
持股不变
0
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
V先锋领航指数基金VOO
31.79%31.45%$1.66亿24.2万股$1.46亿24.4万股-2,155股-0.88%减仓
J摩根大通·CORE PLUS BOND ETFJCPB
11.81%13.05%$6,172.5万131.5万股$6,051.4万128.5万股+3.0万股+2.31%加仓
V先锋领航·FTSEVEA
8.59%8.54%$4,490.6万63.0万股$3,962.1万61.8万股+1.2万股+1.93%加仓
V先锋领航全球基金VGT
6.97%5.83%$3,641.6万30.5万股$2,704.5万3.9万股+26.6万股+686.05%加仓
IISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFSLQD
4.92%5.35%$2,570.3万51.0万股$2,481.0万49.1万股+1.9万股+3.85%加仓
PPacer基金信托COWZ
4.76%5.23%$2,489.7万40.0万股$2,427.5万38.8万股+1.2万股+3.16%加仓
V先锋领航·TOTALBNDX
4.6%5.24%$2,404.7万49.7万股$2,428.2万50.5万股-8,815股-1.74%减仓
V先锋领航·S&P SMALL-CAP 600 ETFIVOO
4.03%3.82%$2,106.0万15.3万股$1,772.6万15.4万股-1,247股-0.81%减仓
IiShares安硕信托IVV
3.83%3.8%$2,001.2万2.7万股$1,764.3万2.7万股-287股-1.06%减仓
V先锋领航债券指数基金BSV
3.73%4.12%$1,950.7万25.0万股$1,909.0万24.3万股+6,914股+2.84%加仓
V先锋领航·TOTALBND
2.38%2.36%$1,244.2万16.9万股$1,092.6万14.8万股+2.1万股+14.23%加仓
IiShares安硕信托AGG
1.25%1.02%$652.2万12.9万股$474.7万9.5万股+3.4万股+35.86%加仓
苹果AAPL
0.77%0.67%$404.1万1.4万股$312.2万1.2万股+1,664股+13.53%加仓
IiShares安硕·COREIJR
0.76%0.73%$399.7万2.7万股$340.4万2.7万股-433股-1.58%减仓
BBITWISE BITCOIN ETF TRBITB
0.6%0.77%$312.6万9.8万股$359.0万9.8万股+564股+0.58%加仓
V先锋领航指数基金VV
0.6%0.59%$312.4万9,083股$272.5万9,117股-34股-0.37%减仓
英伟达NVDA
0.54%0.48%$280.7万1.4万股$224.0万1.3万股+1,185股+9.23%加仓
IiShares安硕信托GVI
0.47%0.46%$247.8万2.3万股$212.7万2.0万股+3,303股+16.54%加仓
G通用动力VTI
0.46%0.44%$240.6万6,501股$202.7万6,320股+181股+2.86%加仓
IiShares安硕信托IEFA
0.42%0.5%$219.7万2.3万股$229.8万2.5万股-2,633股-10.37%减仓
SSPDR标普500 ETFSPY
0.38%0.33%$201.1万2,692股$151.5万2,329股+363股+15.59%加仓
微软MSFT
0.38%0.36%$200.3万5,369股$168.8万4,561股+808股+17.72%加仓
谷歌AGOOGL
0.37%0.31%$191.0万5,345股$145.6万5,062股+283股+5.59%加仓
家得宝HD
0.3%0.34%$155.6万4,411股$159.1万4,839股-428股-8.84%减仓
V先锋领航STAR基金VXUS
0.28%0.3%$147.6万1.7万股$139.1万1.8万股-777股-4.31%减仓
F富达·MSCI INFORMATION TECHNOLOGY INDEX ETFFTEC
0.28%0.22%$145.4万5,093股$103.8万4,987股+106股+2.13%加仓
V先锋领航·SPECIALIZED FUNDSVIG
0.27%0.29%$142.8万6,033股$133.5万6,207股-174股-2.80%减仓
亚马逊AMZN
0.27%0.25%$142.7万5,986股$116.2万5,579股+407股+7.30%加仓
BBITWISE ETHEREUM ETFETHW
0.24%0.35%$127.4万11.3万股$162.6万10.8万股+4,560股+4.21%加仓
南方电力SO
0.24%0.13%$127.3万1.3万股$58.2万6,025股+7,271股+120.68%加仓
强生JNJ
0.21%0.23%$112.2万4,418股$106.4万4,355股+63股+1.45%加仓
博通AVGO
0.19%0.16%$98.7万2,613股$73.2万2,364股+249股+10.53%加仓
AAlphabet Inc Class CGOOG
0.16%0.14%$84.9万2,402股$63.4万2,210股+192股+8.69%加仓
Meta平台META
0.14%0.14%$73.6万1,306股$66.1万1,155股+151股+13.07%加仓
美光科技MU
0.13%$69.4万601股$00股+601股新买入
V先锋领航斯科茨代尔基金BSV
0.13%0.1%$68.6万8,678股$46.5万5,862股+2,816股+48.04%加仓
IiShares安硕信托GVI
0.13%0.14%$65.7万6,106股$64.3万6,056股+50股+0.83%加仓
特斯拉TSLA
0.13%0.11%$65.6万1,560股$53.2万1,432股+128股+8.94%加仓
F富达·WISE ORIGIN BITCOIN FUNDFBTC
0.12%0.07%$64.2万1.3万股$33.4万5,661股+6,919股+122.22%加仓
礼来LLY
0.12%0.1%$63.0万525股$44.4万483股+42股+8.70%加仓
摩根大通JPM
0.12%0.1%$62.9万1,923股$48.1万1,635股+288股+17.61%加仓
VisaV
0.11%0.08%$58.5万1,704股$38.2万1,263股+441股+34.92%加仓
伯克希尔哈撒韦BRK.B
0.11%0.11%$57.2万1,143股$52.8万1,101股+42股+3.81%加仓
沃尔玛WMT
0.11%0.13%$56.9万5,022股$60.3万4,854股+168股+3.46%加仓
V先锋领航国际股票指数基金VEU
0.11%0.12%$54.9万6,559股$53.6万7,138股-579股-8.11%减仓
SSPDR道富系列信托SPTM
0.1%0.1%$52.5万5,784股$48.2万6,099股-315股-5.16%减仓
AMD超威AMD
0.1%$51.5万887股$00股+887股新买入
可口可乐KO
0.08%0.09%$43.7万5,373股$40.5万5,329股+44股+0.83%加仓
宝洁PG
0.08%0.09%$40.2万2,741股$42.1万2,915股-174股-5.97%减仓
埃克森美孚XOM
0.08%0.09%$39.3万2,876股$43.3万2,554股+322股+12.61%加仓

🧭 机构资金流板块热力图

净流出 净流入