13FBOX
Spectrum Wealth Advisory Group, LLC · 13F 持仓分析
期权收益计算器 机构排行

Spectrum Wealth Advisory Group, LLC

No.5274 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$3.51亿
环比变动 Q1 2026
+$8,215.7万+30.5%
持仓股票数
543
新买入
485
加仓
23
减仓
27
清仓
0
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
I景顺·NASDAQ 100 ETFQQQM
12.55%9.04%$4,405.6万14.5万股$2,431.0万10.2万股+4.3万股+42.13%加仓
J摩根大通交易所交易基金JQUA
11.02%12.18%$3,868.4万53.5万股$3,276.9万53.4万股+798股+0.15%加仓
CCOLUMBIA ETF TR IRECS
10.56%12.02%$3,708.8万85.7万股$3,231.9万82.9万股+2.8万股+3.36%加仓
FFEDERATED HERMES MDT LARGE CAP CORE ETFFLCC
8.4%$2,948.5万83.9万股$00股+83.9万股新买入
MMFS ACTIVEMFSI
5.48%4.2%$1,924.2万59.2万股$1,128.3万38.0万股+21.3万股+56.05%加仓
JJOHN HANCOCK EXCHANGE TRADEDJHMD
5.4%4.41%$1,895.7万42.7万股$1,185.8万28.0万股+14.7万股+52.53%加仓
I景顺QQQ信托VOO
5.27%5.46%$1,848.6万2.5万股$1,469.2万2.5万股-351股-1.38%减仓
F第一信托交易所交易基金RDVY
4.95%13.51%$1,737.9万21.4万股$3,632.8万53.2万股-31.8万股-59.70%减仓
TTCW ETF TRUSTXB
4.42%6.21%$1,551.5万39.6万股$1,669.3万42.5万股-2.9万股-6.92%减仓
苹果AAPL
2.69%3%$944.9万3.3万股$806.1万3.2万股+892股+2.81%加仓
IiShares安硕·S&PIUSG
2.44%2.63%$857.0万4.6万股$708.0万4.6万股-81股-0.18%减仓
S道富SPTI
1.92%0.49%$672.5万23.7万股$132.9万4.6万股+19.1万股+410.89%加仓
I景顺·S&P MIDCAP QUALITY ETFXMHQ
1.8%2.18%$633.3万5.6万股$586.7万5.7万股-653股-1.15%减仓
F第一信托交易所交易基金SDVY
1.71%1.49%$601.0万13.9万股$401.9万10.2万股+3.7万股+36.68%加仓
WWisdomTree·EMERGING MARKETS SMALLCAP DIVIDEND FUNDDGS
1.58%1.98%$553.8万8.6万股$532.1万8.9万股-2,961股-3.34%减仓
J骏利Detroit策略信托VNLA
1.01%$354.0万7.2万股$00股+7.2万股新买入
I景顺·S&P MIDCAP MOMENTUM ETFXMMO
1%1.13%$350.7万2.1万股$303.8万2.1万股-341股-1.63%减仓
F第一信托·USTCIBR
1%0.92%$350.0万3.9万股$246.4万3.9万股-348股-0.89%减仓
SSPDR标普500 ETFSPY
0.97%1.11%$339.3万4,543股$298.1万4,583股-40股-0.87%减仓
S道富·EET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETFCWB
0.88%2.91%$308.1万2.9万股$783.6万8.6万股-5.7万股-66.63%减仓
谷歌AGOOGL
0.69%0.67%$243.6万6,816股$180.9万6,290股+526股+8.36%加仓
F第一信托交易所交易基金FPX
0.66%0.67%$232.3万1.1万股$180.6万1.1万股-107股-0.94%减仓
AAlphabet Inc Class CGOOG
0.62%0.62%$217.0万6,141股$167.7万5,848股+293股+5.01%加仓
亚马逊AMZN
0.61%0.71%$215.7万9,051股$189.9万9,120股-69股-0.76%减仓
EEATON VANCE INCOME OPPORTUNITIES ETFXAGG
0.58%$204.7万4.1万股$00股+4.1万股新买入
F第一信托交易所交易基金VIUCON
0.54%0.86%$190.7万7.7万股$231.2万9.3万股-1.7万股-17.89%减仓
I景顺·S&P 500 GARP ETFSPGP
0.46%0.54%$162.0万1.3万股$145.2万1.3万股-239股-1.77%减仓
微软MSFT
0.43%0.48%$151.0万4,049股$129.1万3,487股+562股+16.12%加仓
V先锋领航指数基金VOO
0.42%0.47%$148.8万2,167股$127.4万2,133股+34股+1.59%加仓
F第一信托·UST MORNINGSTAR DIVIDEND LEADERS INDEX FUNDTDIV
0.41%0.57%$143.9万3.0万股$153.7万3.0万股-686股-2.27%减仓
英伟达NVDA
0.4%0.44%$140.2万7,008股$117.7万6,749股+259股+3.84%加仓
F第一信托·USTFVD
0.34%0.44%$119.1万2.5万股$119.4万2.5万股-666股-2.62%减仓
CColumbia Emerging Markets Ex-ChinaXCEM
0.31%$107.5万2.0万股$00股+2.0万股新买入
通用动力GD
0.28%0.35%$98.2万2,772股$93.7万2,730股+42股+1.54%加仓
SSPDR道富系列信托SPLB
0.25%1.07%$89.4万4.0万股$288.2万13.0万股-9.0万股-69.24%减仓
PPGIM ETF TRPHYL
0.25%1.42%$87.6万2.5万股$381.5万11.0万股-8.5万股-77.20%减仓
IiShares白银信托SLV
0.25%0.41%$87.2万1.6万股$111.2万1.6万股-12股-0.07%减仓
PProShares信托QLD
0.23%0.19%$80.9万8,360股$51.0万8,360股00.00%持仓不变
IiShares安硕信托MTUM
0.22%0.21%$77.9万2,273股$56.4万2,351股-78股-3.32%减仓
应用材料AMAT
0.22%0.13%$76.6万1,060股$36.2万1,060股00.00%持仓不变
JJPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETFJPIB
0.21%1.63%$72.5万1.5万股$439.4万9.2万股-7.7万股-83.68%减仓
SSPDR黄金信托GLD
0.2%0.31%$71.6万1,945股$83.7万1,945股00.00%持仓不变
F第一信托·UST HEALTH CARE ALPHADEX FUNDFXH
0.2%0.24%$70.6万5,769股$63.3万5,769股00.00%持仓不变
F第一信托交易所交易基金VISDVY
0.19%$65.1万1.5万股$00股+1.5万股新买入
迪士尼DIS
0.16%0.22%$56.8万5,902股$57.8万6,002股-100股-1.67%减仓
DDirexion股票ETF信托QQQE
0.16%$55.0万4,507股$00股+4,507股新买入
I景顺交易所交易基金IIXMLV
0.16%0.19%$54.6万8,226股$51.8万8,221股+5股+0.06%加仓
博通AVGO
0.15%0.16%$54.3万1,438股$43.8万1,415股+23股+1.63%加仓
SSPDR道富系列信托XAR
0.15%0.17%$53.1万1,871股$46.5万1,831股+40股+2.18%加仓
摩根大通JPM
0.15%$51.4万1,570股$00股+1,570股新买入

🧭 机构资金流板块热力图

净流出 净流入