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

Madison Wealth Partners, Inc

No.3224 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$7.86亿
环比变动 Q1 2026
+$1.59亿+25.3%
持仓股票数
292
新买入
74
加仓
155
减仓
45
清仓
2
持股不变
18
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
IiShares安硕·S&PIUSG
9.81%10.16%$7,710.2万41.0万股$6,368.1万41.1万股-632股-0.15%减仓
F富达Covington信托FBCV
6.7%7.03%$5,268.6万129.8万股$4,409.2万122.6万股+7.2万股+5.89%加仓
B贝莱德·ETF TRUST IIBINC
6.06%7.14%$4,758.6万90.9万股$4,475.3万86.2万股+4.7万股+5.50%加仓
VVictory组合IIUBND
4.72%5.57%$3,710.0万170.8万股$3,493.0万160.4万股+10.4万股+6.48%加仓
B贝莱德ETF信托DYNF
4.61%5.66%$3,623.0万53.3万股$3,547.5万61.0万股-7.7万股-12.63%减仓
IiShares安硕信托IUSV
4.48%5.09%$3,524.0万32.0万股$3,191.5万31.2万股+7,804股+2.50%加仓
C资本集团股息价值CCBG
3.96%4.2%$3,108.4万63.1万股$2,633.6万61.9万股+1.2万股+1.89%加仓
I景顺·NASDAQ 100 ETFQQQM
3.84%3.45%$3,014.5万9.9万股$2,163.4万9.1万股+8,451股+9.28%加仓
IiShares安硕·U.S. SMALLCAP EQUITY FACTOR ETFSMLF
3.62%3.67%$2,844.0万31.9万股$2,301.9万30.5万股+1.4万股+4.63%加仓
IiShares安硕信托IVV
3.49%3.73%$2,745.3万3.7万股$2,341.6万3.6万股+811股+2.26%加仓
IiShares安硕信托DGRO
2.57%2.98%$2,016.3万26.6万股$1,870.1万26.6万股-429股-0.16%减仓
苹果AAPL
2.12%2.18%$1,669.7万5.8万股$1,367.2万5.4万股+3,832股+7.11%加仓
IiShares安硕·COREIJH
1.91%2.07%$1,501.7万19.5万股$1,295.7万19.2万股+2,877股+1.50%加仓
I景顺QQQ信托VOO
1.81%1.68%$1,419.2万1.9万股$1,050.9万1.8万股+1,064股+5.84%加仓
S嘉信·U.S. BROAD MARKET ETFSCHB
1.36%1.51%$1,072.6万37.0万股$949.6万37.8万股-7,935股-2.10%减仓
IiShares安硕信托IXUS
1.22%1.37%$956.9万10.0万股$860.7万9.9万股+920股+0.93%加仓
IiShares安硕·COREIJR
1.18%1.21%$927.3万6.3万股$757.6万6.1万股+1,578股+2.59%加仓
微软MSFT
1.1%1.13%$866.1万2.3万股$711.5万1.9万股+3,998股+20.80%加仓
V先锋领航斯科茨代尔基金BSV
0.99%0.06%$780.5万9.9万股$38.4万4,842股+9.4万股+1,939.76%加仓
SSPDR标普500 ETFSPY
0.95%0.98%$747.4万1.0万股$613.3万9,430股+579股+6.14%加仓
V先锋领航·SPECIALIZED FUNDSVIG
0.94%0.95%$735.4万3.1万股$597.7万2.8万股+3,290股+11.84%加仓
谷歌AGOOGL
0.86%0.76%$679.7万1.9万股$475.3万1.7万股+2,493股+15.08%加仓
EEA SERIES TRUSTBOXX
0.86%0.72%$673.5万5.8万股$451.0万3.9万股+1.9万股+48.30%加仓
S嘉信策略信托SCHF
0.78%0.8%$613.5万22.1万股$499.9万20.2万股+1.9万股+9.65%加仓
英伟达NVDA
0.78%0.74%$610.1万3.0万股$462.7万2.7万股+3,960股+14.93%加仓
V先锋领航指数基金VUG
0.75%0.64%$589.6万6.8万股$401.4万9,189股+5.9万股+644.85%加仓
亚马逊AMZN
0.73%0.72%$577.2万2.4万股$453.8万2.2万股+2,431股+11.16%加仓
F富达Covington信托FENI
0.64%0.52%$503.1万12.5万股$324.3万8.7万股+3.8万股+43.81%加仓
F富达·MERRIMACK STR TRFBND
0.63%0.8%$497.2万10.9万股$501.0万11.0万股-509股-0.46%减仓
V先锋领航指数基金VOO
0.62%0.63%$489.8万7,132股$397.6万6,654股+478股+7.18%加仓
F富达·COMWLTH TRONEQ
0.62%0.64%$485.6万4.7万股$403.8万4.8万股-508股-1.07%减仓
IiShares安硕信托ILCG
0.61%0.63%$479.6万4.1万股$392.3万4.1万股-102股-0.25%减仓
S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG
0.57%0.65%$444.1万13.1万股$404.9万13.9万股-7,755股-5.58%减仓
IiShares安硕信托IEFA
0.51%0.56%$397.0万4.1万股$352.6万3.9万股+2,155股+5.53%加仓
IISHARES MORNINGSTAR VALUE ETFILCV
0.45%0.52%$354.9万3.5万股$326.6万3.5万股-13股-0.04%减仓
泛林集团LRCX
0.45%0.24%$354.1万8,172股$148.4万6,945股+1,227股+17.67%加仓
G通用动力VTI
0.44%0.44%$342.4万9,253股$274.1万8,544股+709股+8.30%加仓
VVictory Portfolios Ii Victoryshares Short-Term Bond EtfUSTB
0.43%0.48%$340.1万6.7万股$298.6万5.9万股+8,152股+13.81%加仓
I景顺交易所交易基金信托RSP
0.41%0.49%$324.3万1.5万股$309.3万1.6万股-873股-5.42%减仓
伯克希尔哈撒韦BRK.B
0.4%0.49%$316.8万6,331股$305.3万6,370股-39股-0.61%减仓
SSPDR黄金信托GLD
0.35%0.49%$278.9万7,570股$309.2万7,187股+383股+5.33%加仓
V先锋领航全球基金VDC
0.35%0.41%$274.5万1.2万股$254.2万1.1万股+852股+7.53%加仓
博通AVGO
0.33%0.19%$263.0万6,961股$121.7万3,933股+3,028股+76.99%加仓
MGE ENERGY COMMGEE
0.33%0.39%$259.4万3.2万股$245.2万3.2万股+81股+0.26%加仓
S嘉信策略信托SCHD
0.31%0.28%$243.0万7.7万股$176.9万5.8万股+1.9万股+32.91%加仓
美光科技MU
0.31%0.11%$240.7万2,086股$66.2万1,960股+126股+6.43%加仓
应用材料AMAT
0.3%0.12%$239.4万3,312股$77.9万2,280股+1,032股+45.26%加仓
V先锋领航全球基金VGT
0.3%0.23%$234.4万2.0万股$143.1万2,050股+1.8万股+856.73%加仓
特斯拉TSLA
0.29%0.27%$225.5万5,360股$171.1万4,604股+756股+16.42%加仓
好市多COST
0.28%0.35%$222.1万2,374股$221.8万2,226股+148股+6.65%加仓

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