Wisconsin Wealth Advisors, LLC
CIK 2073891 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $116.7M
- Posisi
- 90
- Per tanggal
- 30 Juni 2026
#8.090 dari 9.443 berdasarkan nilai 13F · top 85.7%
Nilai portofolio QoQ: +14.8% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 35,34%
- Bobot 25 kepemilikan teratas
- 62,48%
- Posisi di atas 1%
- 34
- Jumlah posisi efektif
- 48,2
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 3,55% Perkiraan pembelian $8.624.679 · penjualan $3.874.109
Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 84,9% masih dipegang
- Posisi baru
- 8
- Meningkat
- 35
- Menurun
- 31
- Tertutup
- 2
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Technology
22,7%
Retail
4,9%
Consumer Discretionary
3,5%
Industrials
2,1%
Communication Services
1,7%
Health Care
1,6%
Energy
1,4%
Consumer products
1,3%
Financial Services
0,8%
Utilities
0,7%
Financials
0,6%
Materials
0,2%
Communications
0,2%
Lainnya/Tidak terpetakan
58,4%
Portofolio lengkap 90 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| QQQ Invesco QQQ Trust, Series 1 | $5.071.764 | 4,35% | 6.887 | $1.068.747 | Turun ×1 | ||
| AMAT Applied Materials, Inc. - Common Stock | $4.949.718 | 4,24% | 6.846 | $2.335.297 | Turun ×1 | ||
| FDL | $4.617.495 | 3,96% | 94.893 | $-216.767 | Turun ×1 | ||
| SDVY First Trust SMID Cap Rising Dividend Achievers ETF | $4.428.860 | 3,80% | 102.662 | $364.835 | Turun ×1 | ||
| RDVY First Trust Rising Dividend Achievers ETF | $4.276.601 | 3,66% | 52.758 | $682.022 | Naik ×2 | ||
| VUG | $3.940.704 | 3,38% | 45.748 | $706.885 | Naik ×6 | ||
| AVGO Broadcom Inc. - Common Stock | $3.898.028 | 3,34% | 10.319 | $218.130 | Turun ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $3.680.225 | 3,15% | 18.393 | $221.293 | Turun ×1 | ||
| SPHQ | $3.448.597 | 2,96% | 38.275 | $593.745 | Naik ×1 | ||
| PYLD | $2.924.402 | 2,51% | 110.272 | $95.856 | Naik ×1 | ||
| GLD | $2.803.505 | 2,40% | 7.610 | $-499.361 | Turun ×3 | ||
| SMH SMH | $2.756.849 | 2,36% | 4.203 | $549.262 | Turun ×1 | ||
| FTCS First Trust Capital Strength ETF | $2.523.239 | 2,16% | 26.866 | $59.169 | Naik ×6 | ||
| VO | $2.473.915 | 2,12% | 30.705 | $311.442 | Naik ×3 | ||
| AAPL Apple Inc. - Common Stock | $2.417.853 | 2,07% | 8.356 | $296.181 | Turun ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $2.357.876 | 2,02% | 9.893 | $287.792 | Turun ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $2.113.007 | 1,81% | 5.665 | $-4.586 | Turun ×1 | ||
| VB | $1.945.589 | 1,67% | 6.419 | $303.965 | Naik ×2 | ||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $1.921.268 | 1,65% | 2.518 | $859.516 | Turun ×1 | ||
| WMT Walmart Inc. - Common Stock | $1.831.431 | 1,57% | 16.170 | $-201.389 | Turun ×5 | ||
| PJUL | $1.797.184 | 1,54% | 36.820 | $104.661 | |||
| LMBS First Trust Low Duration Opportunities ETF | $1.750.644 | 1,50% | 35.168 | $-5.541 | Turun ×1 | ||
| FVD | $1.734.419 | 1,49% | 35.999 | $104.568 | Naik ×1 | ||
| SCHG | $1.645.596 | 1,41% | 48.629 | $245.442 | Naik ×4 | ||
| FTSM First Trust Enhanced Short Maturity ETF | $1.603.698 | 1,37% | 26.849 | $993 | Naik ×3 | ||
| BUFF | $1.487.906 | 1,28% | 28.244 | $125.600 | Naik ×1 | ||
| CGIE | $1.436.443 | 1,23% | 39.055 | $126.933 | Naik ×1 | ||
| CIBR First Trust NASDAQ Cybersecurity ETF | $1.428.964 | 1,22% | 15.904 | $433.210 | Naik ×3 | ||
| FTNT Fortinet, Inc. - Common Stock | $1.427.265 | 1,22% | 9.291 | $681.743 | Naik ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $1.338.064 | 1,15% | 3.181 | $170.277 | Naik ×4 | ||
| CGBL | $1.315.792 | 1,13% | 34.663 | $161.042 | Naik ×1 | ||
| VYM | $1.302.637 | 1,12% | 8.243 | $83.933 | Naik ×5 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $1.296.155 | 1,11% | 11.110 | $-378.663 | Turun ×1 | ||
| SKYY First Trust Cloud Computing ETF | $1.180.905 | 1,01% | 8.776 | $218.738 | Turun ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $1.106.379 | 0,95% | 2.317 | $326.497 | Naik ×1 | ||
| PANW Palo Alto Networks, Inc. - Common Stock | $1.093.464 | 0,94% | 3.206 | $585.498 | Naik ×2 | ||
| ITA ITA | $1.083.775 | 0,93% | 4.471 | $86.687 | Turun ×5 | ||
| COST Costco Wholesale Corporation - Common Stock | $1.072.814 | 0,92% | 1.147 | $-69.910 | |||
| WCMI | $1.060.472 | 0,91% | 54.189 | $140.077 | Turun ×1 | ||
| FDD | $1.017.261 | 0,87% | 54.839 | $28.193 | Turun ×1 | ||
| VBK | $1.016.604 | 0,87% | 2.780 | $177.592 | Naik ×2 | ||
| DHI D.R. Horton, Inc. Common Stock | $988.180 | 0,85% | 6.067 | $258.081 | Naik ×1 | ||
| ENB Enbridge Inc Common Stock | $956.869 | 0,82% | 17.651 | $1.236 | |||
| BA Boeing Company (The) Common Stock | $909.433 | 0,78% | 4.201 | $83.581 | Naik ×2 | ||
| CGDV | $881.543 | 0,76% | 17.888 | $122.858 | Naik ×1 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $806.163 | 0,69% | 1.940 | $271.310 | Turun ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $785.422 | 0,67% | 2.223 | $156.076 | Naik ×2 | ||
| IHI | $773.559 | 0,66% | 15.656 | $-82.194 | Turun ×1 | ||
| ABBV AbbVie Inc. Common Stock | $746.620 | 0,64% | 2.967 | $93.610 | Turun ×4 | ||
| JPM JP Morgan Chase & Co. Common Stock | $743.869 | 0,64% | 2.273 | $42.434 | Turun ×1 | ||
| TWLO Twilio Inc. Class A Common Stock | $725.829 | 0,62% | 3.518 | $283.219 | |||
| IHF IHF | $706.660 | 0,61% | 12.772 | $159.015 | Turun ×1 | ||
| ARKB | $704.625 | 0,60% | 36.209 | $-129.020 | Turun ×4 | ||
| GLTR | $684.798 | 0,59% | 3.780 | $-162.653 | Turun ×1 | ||
| AXP American Express Company Common Stock | $662.935 | 0,57% | 1.960 | $70.106 | |||
| ORCL Oracle Corporation Common Stock | $660.501 | 0,57% | 4.507 | $-49.452 | Turun ×1 | ||
| CVX Chevron Corporation Common Stock | $636.588 | 0,55% | 3.840 | $-160.684 | Turun ×1 | ||
| BLDR Builders FirstSource, Inc. Common Stock | $606.675 | 0,52% | 6.780 | $283.365 | Naik ×1 | ||
| ONEQ Fidelity Nasdaq Composite Index ETF | $604.972 | 0,52% | 5.861 | $107.314 | |||
| LEN Lennar Corporation Class A Common Stock | $575.036 | 0,49% | 6.355 | $174.444 | Naik ×3 | ||
| ADBE Adobe Inc. - Common Stock | $518.949 | 0,44% | 2.531 | $86.701 | Naik ×2 | ||
| VTV | $515.528 | 0,44% | 2.366 | $152.446 | Naik ×2 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $500.117 | 0,43% | 888 | $-7.849 | |||
| CAT Caterpillar, Inc. Common Stock | $464.296 | 0,40% | 436 | $150.448 | Turun ×1 | ||
| CRM Salesforce, Inc. Common Stock | $460.166 | 0,39% | 2.937 | $94.775 | Naik ×2 | ||
| HD Home Depot, Inc. (The) Common Stock | $458.254 | 0,39% | 1.299 | $30.912 | |||
| UBER Uber Technologies, Inc. Common Stock | $429.205 | 0,37% | 5.948 | $1.368 | |||
| XLK XLK | $387.518 | 0,33% | 2.034 | $128.895 | Naik ×3 | ||
| SPY SPY | $384.248 | 0,33% | 515 | $49.617 | |||
| NFLX Netflix, Inc. - Common Stock | $380.155 | 0,33% | 5.324 | $-118.718 | Naik ×3 | ||
| IVV | $366.207 | 0,31% | 489 | $46.787 | |||
| VTI | $362.269 | 0,31% | 979 | $48.196 | |||
| NVDX | $339.600 | 0,29% | 20.000 | Naik ×1 | |||
| BFLY Butterfly Network, Inc. Class A Common Stock | $336.800 | 0,29% | 40.000 | $215.600 | Naik ×2 | ||
| PAUG | $301.041 | 0,26% | 6.596 | $19.260 | |||
| ULST | $290.904 | 0,25% | 7.196 | $-656 | Turun ×1 | ||
| CEG Constellation Energy Corporation - Common Stock When-Issued | $289.357 | 0,25% | 1.165 | $-34.859 | Naik ×2 | ||
| RSP | $289.154 | 0,25% | 1.359 | $28.335 | |||
| SOXX SOXX | $281.663 | 0,24% | 440 | Naik ×1 | |||
| MGEE MGE Energy Inc. - Common Stock | $278.867 | 0,24% | 3.420 | $546 | Turun ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $270.529 | 0,23% | 757 | $57.159 | Naik ×1 | ||
| DIA | $265.467 | 0,23% | 508 | $31.474 | Naik ×1 | ||
| LNT Alliant Energy Corporation - Common Stock | $246.263 | 0,21% | 3.228 | $14.623 | |||
| IWY | $245.283 | 0,21% | 844 | ||||
| AMD Advanced Micro Devices, Inc. - Common Stock | $239.335 | 0,21% | 412 | Naik ×1 | |||
| VUSB | $221.123 | 0,19% | 4.442 | $-22 | |||
| V Visa Inc. | $219.578 | 0,19% | 640 | ||||
| ECL Ecolab Inc. Common Stock | $208.958 | 0,18% | 750 | ||||
| MTUM | $205.698 | 0,18% | 600 | Naik ×1 | |||
| CSCO Cisco Systems, Inc. - Common Stock | $204.002 | 0,17% | 1.737 | Naik ×1 | |||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
| Sekuritas | Nilai | % dari portofolio | Rentetan |
|---|---|---|---|
| VUG | $3.940.704 | 3,38% | naik ×6 |
| FTCS | $2.523.239 | 2,16% | naik ×6 |
| VO | $2.473.915 | 2,12% | naik ×3 |
| SCHG | $1.645.596 | 1,41% | naik ×4 |
| FTSM | $1.603.698 | 1,37% | naik ×3 |
| CIBR | $1.428.964 | 1,22% | naik ×3 |
| TSLA | $1.338.064 | 1,15% | naik ×4 |
| VYM | $1.302.637 | 1,12% | naik ×5 |
| LEN | $575.036 | 0,49% | naik ×3 |
| XLK | $387.518 | 0,33% | naik ×3 |
| NFLX | $380.155 | 0,33% | naik ×3 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| AMAT | Dipangkas | -803 | +$2.3M |
| QQQ | Dipangkas | -48 | +$1.1M |
| CRWD | Dipangkas | -202 | +$860K |
| VUG | Beli lebih banyak | +38K | +$707K |
| RDVY | Beli lebih banyak | +113 | +$682K |
| FTNT | Beli lebih banyak | +168 | +$682K |
| SPHQ | Beli lebih banyak | +306 | +$594K |
| PANW | Beli lebih banyak | +38 | +$585K |
| SMH | Dipangkas | -2K | +$549K |
| GLD | Dipangkas | -66 | -$499K |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| FTGC | 30 Juni 2025 | 63.864 | $1.629.815 | |
| XLE | 31 Maret 2026 | 22.211 | $993.037 | Tidak lagi dilacak |
| IGV | 30 Juni 2025 | 7.760 | $690.571 | Tidak lagi dilacak |
| KRE | 30 Juni 2025 | 12.111 | $688.507 | Tidak lagi dilacak |
| TSCO | 30 Juni 2026 | 10.214 | $462.690 | 10,4% |
| VONG | 31 Des. 2025 | 3.606 | $434.533 | |
| ABT | 31 Des. 2025 | 3.055 | $409.155 | -8,3% |
| NUE | 31 Maret 2025 | 3.096 | $361.284 | 100,7% |
| WLK | 31 Maret 2025 | 2.933 | $336.322 | -21,1% |
| ULTA | 30 Juni 2026 | 639 | $334.125 | 16,2% |
| FNDX | 31 Des. 2025 | 12.389 | $325.831 | Tidak lagi dilacak |
| R | 31 Des. 2025 | 1.707 | $321.916 | 29,7% |
| OUSA | 31 Des. 2025 | 5.592 | $316.172 | Tidak lagi dilacak |
| SCHD | 31 Des. 2025 | 10.279 | $280.617 | Tidak lagi dilacak |
| MRVL | 30 Sep. 2025 | 3.614 | $279.724 | 189,3% |
| EXAS | 31 Maret 2025 | 4.483 | $251.915 | Tidak lagi dilacak |
| IWY | 31 Maret 2026 | 756 | $209.367 | Tidak lagi dilacak |
| V | 31 Maret 2026 | 586 | $205.516 | 21,6% |
| ECL | 31 Des. 2025 | 750 | $205.395 | 8,4% |