Madison Wealth Partners, Inc
CIK 1844424 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $785.9M
- 持仓
- 292
- 截至
- 2026年6月30日
按 13F 价值排名第 2862（共 9443） · 前 30.3%
投资组合价值同比（季度）：+25.3% 13F不披露现金
- 前十大持仓权重
- 51.29%
- 前二十五大持仓权重
- 70.72%
- 持仓高于 1%
- 18
- 有效持仓数量
- 29.9
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 1.13% 估计买入 $93231973 · 卖出 $7971804
中位数持有期：5.0 季度 跟踪时间 Q4 2024–Q2 2026 · 94.5% 仍持有
- 新仓位
- 75
- 增加
- 155
- 减少
- 44
- 已结清
- 3
本页内容
行业细分
Technology
6.4%
Communication Services
1.5%
Retail
1.3%
Industrials
1.1%
Utilities
0.8%
Healthcare
0.8%
Financials
0.7%
Consumer Discretionary
0.5%
Financial Services
0.3%
Energy
0.3%
Communications
0.2%
Consumer products
0.1%
Real Estate
0.1%
Consumer Staples
0.1%
Telecommunication
0.1%
Materials
0.1%
其他/未映射
85.9%
完整投资组合 292 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| IUSG iShares Core S&P U.S. Growth ETF | $77102171 | 9.81% | 409922 | $13421167 | 下跌 ×1 | ||
| FMDE | $52686366 | 6.70% | 1298333 | $8594569 | 上涨 ×3 | ||
| BINC | $47586263 | 6.06% | 909176 | $2832883 | 上涨 ×5 | ||
| UBND VictoryShares Core Plus Bond ETF | $37099840 | 4.72% | 1707703 | $2170001 | 上涨 ×4 | ||
| DYNF | $36229957 | 4.61% | 532715 | $755265 | 下跌 ×1 | ||
| IUSV iShares Core S&P U.S. Value ETF | $35240170 | 4.48% | 319929 | $3325383 | 上涨 ×6 | ||
| CGDV | $31083836 | 3.96% | 630760 | $4747967 | 上涨 ×1 | ||
| QQQM Invesco NASDAQ 100 ETF | $30144551 | 3.84% | 99497 | $8510282 | 上涨 ×6 | ||
| SMLF | $28439675 | 3.62% | 319045 | $5420235 | 上涨 ×2 | ||
| IVV | $27452962 | 3.49% | 36658 | $4037111 | 上涨 ×6 | ||
| DGRO | $20162909 | 2.57% | 266037 | $1462303 | 下跌 ×2 | ||
| AAPL Apple Inc. - Common Stock | $16696606 | 2.12% | 57702 | $3025004 | 上涨 ×6 | ||
| IJH | $15016714 | 1.91% | 194744 | $2059932 | 上涨 ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $14192222 | 1.81% | 19272 | $3683021 | 上涨 ×1 | ||
| SCHB | $10726106 | 1.36% | 370377 | $1230466 | 下跌 ×1 | ||
| IXUS iShares Core MSCI Total International Stock ETF | $9569060 | 1.22% | 100263 | $962002 | 上涨 ×6 | ||
| IJR | $9273125 | 1.18% | 62525 | $1696857 | 上涨 ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $8661345 | 1.10% | 23220 | $1545928 | 上涨 ×3 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $7805386 | 0.99% | 98765 | $7421526 | 上涨 ×1 | ||
| SPY SPY | $7474184 | 0.95% | 10009 | $1341270 | 上涨 ×3 | ||
| VIG | $7354410 | 0.94% | 31081 | $1377773 | 上涨 ×6 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $6797411 | 0.86% | 19021 | $2044745 | 上涨 ×4 | ||
| BOXX | $6734891 | 0.86% | 57519 | $2224465 | 上涨 ×6 | ||
| SCHF | $6134560 | 0.78% | 221464 | $1135763 | 上涨 ×6 | ||
| NVDA NVIDIA Corporation - Common Stock | $6101100 | 0.78% | 30492 | $1473847 | 上涨 ×3 | ||
| VUG | $5895750 | 0.75% | 68444 | $1882007 | 上涨 ×3 | ||
| AMZN Amazon.com, Inc. - Common Stock | $5772391 | 0.73% | 24219 | $1234699 | 上涨 ×2 | ||
| FENI | $5030515 | 0.64% | 125355 | $1787784 | 上涨 ×6 | ||
| FBND | $4972082 | 0.63% | 109301 | $-37444 | 下跌 ×2 | ||
| VOO | $4898103 | 0.62% | 7132 | $921946 | 上涨 ×6 | ||
| ONEQ Fidelity Nasdaq Composite Index ETF | $4855834 | 0.62% | 47044 | $818232 | 下跌 ×4 | ||
| ILCG | $4795784 | 0.61% | 40983 | $872977 | 下跌 ×1 | ||
| SCHG | $4441129 | 0.57% | 131239 | $392247 | 下跌 ×1 | ||
| IEFA | $3970140 | 0.51% | 41107 | $443842 | 上涨 ×4 | ||
| ILCV | $3548604 | 0.45% | 35051 | $282705 | 下跌 ×1 | ||
| LRCX Lam Research Corporation - Common Stock | $3541298 | 0.45% | 8172 | $2057435 | 上涨 ×6 | ||
| VTI | $3424097 | 0.44% | 9253 | $682949 | 上涨 ×2 | ||
| USTB VictoryShares Short-Term Bond ETF | $3401178 | 0.43% | 67190 | $415052 | 上涨 ×2 | ||
| RSP | $3243253 | 0.41% | 15243 | $150270 | 下跌 ×5 | ||
| BRKB | $3168192 | 0.40% | 6331 | $115566 | 下跌 ×1 | ||
| GLD | $2788589 | 0.35% | 7570 | $-303850 | 上涨 ×3 | ||
| VDC | $2744750 | 0.35% | 12172 | $202481 | 上涨 ×3 | ||
| AVGO Broadcom Inc. - Common Stock | $2629686 | 0.33% | 6961 | $1412490 | 上涨 ×6 | ||
| MGEE MGE Energy Inc. - Common Stock | $2593978 | 0.33% | 31812 | $141515 | 上涨 ×2 | ||
| SCHD | $2429629 | 0.31% | 76620 | $660944 | 上涨 ×3 | ||
| MU Micron Technology, Inc. - Common Stock | $2407461 | 0.31% | 2086 | $1745449 | 上涨 ×3 | ||
| AMAT Applied Materials, Inc. - Common Stock | $2394469 | 0.30% | 3312 | $1615107 | 上涨 ×4 | ||
| VGT | $2344201 | 0.30% | 19613 | $913603 | 上涨 ×3 | ||
| TSLA Tesla, Inc. - Common Stock | $2254612 | 0.29% | 5360 | $543232 | 上涨 ×4 | ||
| COST Costco Wholesale Corporation - Common Stock | $2221166 | 0.28% | 2374 | $3159 | 上涨 ×5 | ||
| IVW | $2134163 | 0.27% | 15518 | $360018 | 下跌 ×2 | ||
| MUB | $2118072 | 0.27% | 19681 | $76714 | 上涨 ×2 | ||
| JPM JP Morgan Chase & Co. Common Stock | $1940583 | 0.25% | 5929 | $425981 | 上涨 ×2 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $1836453 | 0.23% | 5198 | $511594 | 上涨 ×3 | ||
| IEMG | $1792397 | 0.23% | 21637 | $524695 | 上涨 ×4 | ||
| SOXX SOXX | $1710205 | 0.22% | 2669 | $833390 | 上涨 ×6 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $1707163 | 0.22% | 3031 | $409572 | 上涨 ×6 | ||
| CAT Caterpillar, Inc. Common Stock | $1658973 | 0.21% | 1558 | $748040 | 上涨 ×3 | ||
| ITOT | $1647247 | 0.21% | 10028 | $256002 | 上涨 ×2 | ||
| OEF | $1579460 | 0.20% | 4317 | $202899 | 下跌 ×1 | ||
| BAC Bank of America Corporation Common Stock | $1479341 | 0.19% | 25962 | $362968 | 上涨 ×2 | ||
| V Visa Inc. | $1452451 | 0.18% | 4233 | $312545 | 上涨 ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $1393481 | 0.18% | 10192 | $458251 | 上涨 ×5 | ||
| VFMO | $1337583 | 0.17% | 5361 | 上涨 ×1 | |||
| FDVV | $1327807 | 0.17% | 22024 | $1125484 | 上涨 ×1 | ||
| VYM | $1320317 | 0.17% | 8355 | $4473 | 下跌 ×1 | ||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $1301883 | 0.17% | 15752 | 上涨 ×1 | |||
| LLY Eli Lilly and Company Common Stock | $1288369 | 0.16% | 1074 | $508477 | 上涨 ×2 | ||
| VYMI Vanguard International High Dividend Yield ETF | $1270044 | 0.16% | 12933 | $522861 | 上涨 ×6 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $1246913 | 0.16% | 2146 | $916321 | 上涨 ×1 | ||
| FLXR TCW Flexible Income ETF | $1236086 | 0.16% | 31525 | 上涨 ×1 | |||
| DFIC | $1226033 | 0.16% | 32905 | 上涨 ×1 | |||
| VB | $1194942 | 0.15% | 3942 | $254547 | 上涨 ×3 | ||
| FNDF | $1192216 | 0.15% | 22597 | 上涨 ×1 | |||
| JNJ Johnson & Johnson Common Stock | $1182044 | 0.15% | 4654 | $201491 | 上涨 ×4 | ||
| FTEC | $1169840 | 0.15% | 4096 | $554202 | 上涨 ×2 | ||
| CGMU | $1149100 | 0.15% | 41831 | $14828 | 上涨 ×2 | ||
| DE Deere & Company Common Stock | $1128642 | 0.14% | 1779 | $130267 | 上涨 ×1 | ||
| JEPI | $1127973 | 0.14% | 19971 | $237866 | 上涨 ×2 | ||
| XLK XLK | $1105302 | 0.14% | 5802 | 上涨 ×1 | |||
| XLE XLE | $1102720 | 0.14% | 20763 | $200772 | 上涨 ×4 | ||
| XAGG | $1094396 | 0.14% | 21892 | 上涨 ×1 | |||
| SCHM | $1079150 | 0.14% | 29269 | $238462 | 上涨 ×1 | ||
| IMCG | $1070979 | 0.14% | 10895 | $228534 | 上涨 ×2 | ||
| FNDE | $1065805 | 0.14% | 26860 | 上涨 ×1 | |||
| FDMO | $1063277 | 0.14% | 10787 | 上涨 ×1 | |||
| KLAC KLA Corporation - Common Stock | $1056001 | 0.13% | 3500 | $557900 | 上涨 ×3 | ||
| VV | $1053107 | 0.13% | 3062 | $169962 | 上涨 ×3 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $1031052 | 0.13% | 8024 | $788283 | 上涨 ×1 | ||
| LNT Alliant Energy Corporation - Common Stock | $1025209 | 0.13% | 13438 | $51657 | 下跌 ×2 | ||
| DHR Danaher Corporation Common Stock | $1007783 | 0.13% | 5291 | $16365 | 上涨 ×1 | ||
| DFUS | $987946 | 0.13% | 12057 | 上涨 ×1 | |||
| VBR | $984392 | 0.13% | 4051 | $48849 | 下跌 ×1 | ||
| VDE | $974209 | 0.12% | 6489 | $-120174 | 上涨 ×6 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $946678 | 0.12% | 8060 | $454273 | 上涨 ×2 | ||
| BALT | $941107 | 0.12% | 27462 | $19597 | 下跌 ×1 | ||
| HELO | $939264 | 0.12% | 13899 | $131668 | 上涨 ×6 | ||
| ABBV AbbVie Inc. Common Stock | $927373 | 0.12% | 3685 | $370905 | 上涨 ×3 | ||
| VTV | $913209 | 0.12% | 4190 | $343597 | 上涨 ×3 | ||
| AGG | $905766 | 0.12% | 9151 | $-134133 | 下跌 ×1 | ||
| 无匹配项 | |||||||
重仓股
持仓连续增加3个季度以上。
持股数量按13F申报数据报告（未按拆股调整）
| 证券 | 价值 | % 占投资组合 | 连胜 |
|---|---|---|---|
| FMDE | $52686366 | 6.70% | 上涨 ×3 |
| BINC | $47586263 | 6.06% | 上涨 ×5 |
| UBND | $37099840 | 4.72% | 上涨 ×4 |
| IUSV | $35240170 | 4.48% | 上涨 ×6 |
| QQQM | $30144551 | 3.84% | 上涨 ×6 |
| IVV | $27452962 | 3.49% | 上涨 ×6 |
| AAPL | $16696606 | 2.12% | 上涨 ×6 |
| IXUS | $9569060 | 1.22% | 上涨 ×6 |
| MSFT | $8661345 | 1.10% | 上涨 ×3 |
| SPY | $7474184 | 0.95% | 上涨 ×3 |
| VIG | $7354410 | 0.94% | 上涨 ×6 |
| GOOGL | $6797411 | 0.86% | 上涨 ×4 |
| BOXX | $6734891 | 0.86% | 上涨 ×6 |
| SCHF | $6134560 | 0.78% | 上涨 ×6 |
| NVDA | $6101100 | 0.78% | 上涨 ×3 |
最大新仓位
本季度新开仓位，按规模从大到小排序。
| 证券 | 价值 | 股份 | % 占投资组合 |
|---|---|---|---|
| VFMO | $1337583 | 5361 | 0.17% |
| VCIT | $1301883 | 15752 | 0.17% |
| FLXR | $1236086 | 31525 | 0.16% |
| DFIC | $1226033 | 32905 | 0.16% |
| FNDF | $1192216 | 22597 | 0.15% |
| XLK | $1105302 | 5802 | 0.14% |
| XAGG | $1094396 | 21892 | 0.14% |
| FNDE | $1065805 | 26860 | 0.14% |
| FDMO | $1063277 | 10787 | 0.14% |
| DFUS | $987946 | 12057 | 0.13% |
| DFIV | $835098 | 15459 | 0.11% |
| 未知发行人 (CUSIP: 84615Q103) | $746638 | 4370 | 0.10% |
| SMH | $676642 | 1032 | 0.09% |
| MINT | $667564 | 6622 | 0.08% |
| HYLB | $622958 | 17058 | 0.08% |
季度涨幅榜
| 证券 | 操作 | 股份变动 | 价值变动 |
|---|---|---|---|
| IUSG | 削减 | -632 | +$13.4M |
| FMDE | 增持 | +72K | +$8.6M |
| QQQM | 增持 | +8K | +$8.5M |
| SMLF | 增持 | +14K | +$5.4M |
| CGDV | 增持 | +12K | +$4.7M |
| IVV | 增持 | +811 | +$4.0M |
| QQQ | 增持 | +1K | +$3.7M |
| IUSV | 增持 | +8K | +$3.3M |
| AAPL | 增持 | +4K | +$3.0M |
| BINC | 增持 | +47K | +$2.8M |
1 个持仓已隐藏（数据完整性检查）
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| VNQ | 2025年6月30日 | 3857 | $349187 | 不再跟踪 |
| EXAS | 2026年3月31日 | 3316 | $336784 | 不再跟踪 |
| JAAA | 2025年12月31日 | 5625 | $285638 | 不再跟踪 |
| UOCT | 2026年6月30日 | 7261 | $277661 | 不再跟踪 |
| DAL | 2025年9月30日 | 5549 | $272923 | 44.7% |
| KRE | 2025年12月31日 | 4256 | $269414 | 不再跟踪 |
| NOVT | 2025年9月30日 | 1983 | $255668 | 47.9% |
| CEG | 2026年3月31日 | 676 | $238676 | -2.4% |
| EXAS | 2025年3月31日 | 4117 | $231355 | 不再跟踪 |
| UNOV | 2026年6月30日 | 6193 | $230811 | 不再跟踪 |
| NFLX | 2025年3月31日 | 258 | $229961 | -91.5% |
| ABBV | 2025年6月30日 | 1095 | $229470 | 42.1% |
| BND | 2025年12月31日 | 3057 | $227346 | |
| ADBE | 2025年3月31日 | 505 | $224563 | -28.8% |
| XMAG | 2026年3月31日 | 9804 | $221276 | |
| QUAL | 2025年6月30日 | 1291 | $220619 | 不再跟踪 |
| ADBE | 2025年9月30日 | 564 | $218200 | -22.6% |
| DUK | 2026年3月31日 | 1849 | $216754 | -6.7% |
| TSCO | 2026年6月30日 | 4760 | $215623 | 10.4% |
| GBTC | 2026年3月31日 | 3148 | $215197 | 不再跟踪 |
| PGR | 2025年9月30日 | 798 | $213050 | -10.9% |
| HMOP | 2025年12月31日 | 5397 | $210321 | 不再跟踪 |
| FHLC | 2026年3月31日 | 2808 | $208578 | 不再跟踪 |
| MGK | 2026年3月31日 | 504 | $208036 | 不再跟踪 |
| VBK | 2026年3月31日 | 686 | $207281 | 不再跟踪 |
| FTNT | 2025年9月30日 | 1945 | $205625 | 77.7% |
| LOW | 2026年3月31日 | 844 | $203539 | -7.9% |
| ADBE | 2026年3月31日 | 579 | $202644 | 12.3% |
| PDEC | 2025年3月31日 | 5268 | $202397 | 不再跟踪 |
| VOT | 2025年12月31日 | 686 | $201595 | 不再跟踪 |
| DIS | 2025年3月31日 | 1805 | $200949 | 8.5% |
| NKE | 2025年6月30日 | 3155 | $200279 | -42.9% |
| NXE | 2025年3月31日 | 19254 | $127076 | 138.5% |
| LWLG | 2026年3月31日 | 13758 | $44576 | -10.5% |