Wiser Wealth Management, Inc
CIK 1573263 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $522.7M
- 持仓
- 75
- 截至
- 2026年6月30日
按 13F 价值排名第 3670（共 9443） · 前 38.9%
投资组合价值同比（季度）：+12.7% 13F不披露现金
- 前十大持仓权重
- 85.02%
- 前二十五大持仓权重
- 94.99%
- 持仓高于 1%
- 12
- 有效持仓数量
- 7.2
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 0.7% 估计买入 $49253651 · 卖出 $3436050
中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 93.8% 仍持有
- 新仓位
- 19
- 增加
- 42
- 减少
- 14
- 已结清
- 2
本页内容
行业细分
Technology
2.4%
Retail
0.8%
Communication Services
0.7%
Healthcare
0.4%
Utilities
0.2%
Financial Services
0.2%
Industrials
0.2%
Consumer Discretionary
0.1%
Financials
0.1%
Consumer Staples
0.1%
Consumer products
0.1%
Energy
0.1%
Communications
0.1%
Real Estate
0.0%
其他/未映射
94.4%
完整投资组合 75 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| VOO | $166175204 | 31.79% | 241952 | $20309294 | 下跌 ×1 | ||
| JCPB | $61725264 | 11.81% | 1314982 | $1210800 | 上涨 ×6 | ||
| VEA | $44906045 | 8.59% | 630260 | $5284759 | 上涨 ×6 | ||
| VGT | $36416288 | 6.97% | 304688 | $9371391 | 上涨 ×2 | ||
| SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF | $25703397 | 4.92% | 510292 | $893228 | 上涨 ×6 | ||
| COWZ | $24896828 | 4.76% | 400271 | $621856 | 上涨 ×4 | ||
| BNDX Vanguard Total International Bond ETF | $24046916 | 4.60% | 496529 | $-234839 | 下跌 ×1 | ||
| VIOO | $21059551 | 4.03% | 153116 | $3334024 | 下跌 ×1 | ||
| IVV | $20011523 | 3.83% | 26722 | $2368707 | 下跌 ×1 | ||
| BSV | $19507286 | 3.73% | 250382 | $416968 | 上涨 ×6 | ||
| BND Vanguard Total Bond Market ETF | $12441667 | 2.38% | 169482 | $1515898 | 上涨 ×1 | ||
| IAGG | $6521529 | 1.25% | 128884 | $1774451 | 上涨 ×4 | ||
| AAPL Apple Inc. - Common Stock | $4041421 | 0.77% | 13967 | $919105 | 上涨 ×6 | ||
| IJR | $3997359 | 0.76% | 26953 | $593061 | 下跌 ×2 | ||
| BITB | $3125533 | 0.60% | 98102 | $-464852 | 上涨 ×6 | ||
| VV | $3123810 | 0.60% | 9083 | $399126 | 下跌 ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $2807063 | 0.54% | 14029 | $567069 | 上涨 ×6 | ||
| SUB | $2478169 | 0.47% | 23276 | $351072 | 上涨 ×4 | ||
| VTI | $2405798 | 0.46% | 6501 | $378365 | 上涨 ×2 | ||
| IEFA | $2196884 | 0.42% | 22747 | $-100783 | 下跌 ×1 | ||
| SPY SPY | $2010625 | 0.38% | 2692 | $495752 | 上涨 ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $2002617 | 0.38% | 5369 | $314383 | 上涨 ×6 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $1910216 | 0.37% | 5345 | $454556 | 上涨 ×4 | ||
| HD Home Depot, Inc. (The) Common Stock | $1555649 | 0.30% | 4411 | $-35717 | 下跌 ×1 | ||
| VXUS Vanguard Total International Stock ETF | $1475957 | 0.28% | 17265 | $84749 | 下跌 ×4 | ||
| FTEC | $1454459 | 0.28% | 5093 | $416914 | 上涨 ×1 | ||
| VIG | $1427528 | 0.27% | 6033 | $92651 | 下跌 ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $1426703 | 0.27% | 5986 | $264765 | 上涨 ×6 | ||
| ETHW | $1274136 | 0.24% | 112955 | $-351792 | 上涨 ×6 | ||
| SO Southern Company (The) Common Stock | $1272580 | 0.24% | 13296 | $691066 | 上涨 ×4 | ||
| JNJ Johnson & Johnson Common Stock | $1122039 | 0.21% | 4418 | $57575 | 上涨 ×3 | ||
| AVGO Broadcom Inc. - Common Stock | $987061 | 0.19% | 2613 | $255379 | 上涨 ×2 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $848769 | 0.16% | 2402 | $214779 | 上涨 ×6 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $735657 | 0.14% | 1306 | $74847 | 上涨 ×6 | ||
| MU Micron Technology, Inc. - Common Stock | $693728 | 0.13% | 601 | 上涨 ×1 | |||
| VCSH Vanguard Short-Term Corporate Bond ETF | $685822 | 0.13% | 8678 | $221141 | 上涨 ×2 | ||
| MUB | $657115 | 0.13% | 6106 | $14239 | 上涨 ×2 | ||
| TSLA Tesla, Inc. - Common Stock | $656136 | 0.13% | 1560 | $123790 | 上涨 ×3 | ||
| FBTC | $642201 | 0.12% | 12580 | $308004 | 上涨 ×1 | ||
| LLY Eli Lilly and Company Common Stock | $629701 | 0.12% | 525 | $185452 | 上涨 ×2 | ||
| JPM JP Morgan Chase & Co. Common Stock | $629456 | 0.12% | 1923 | $148504 | 上涨 ×1 | ||
| V Visa Inc. | $584625 | 0.11% | 1704 | $202896 | 上涨 ×1 | ||
| BRKB | $571946 | 0.11% | 1143 | $44347 | 上涨 ×2 | ||
| WMT Walmart Inc. - Common Stock | $568792 | 0.11% | 5022 | $-34463 | 上涨 ×3 | ||
| VEU | $549334 | 0.11% | 6559 | $13290 | 下跌 ×1 | ||
| SPTM | $525129 | 0.10% | 5784 | $42942 | 下跌 ×6 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $515267 | 0.10% | 887 | 上涨 ×1 | |||
| KO Coca-Cola Company (The) Common Stock | $436632 | 0.08% | 5373 | $31350 | 上涨 ×2 | ||
| PG Procter & Gamble Company (The) Common Stock | $401925 | 0.08% | 2741 | $-19103 | 下跌 ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $393258 | 0.08% | 2876 | $-40117 | 上涨 ×4 | ||
| AMAT Applied Materials, Inc. - Common Stock | $388974 | 0.07% | 538 | 上涨 ×1 | |||
| NSC Norfolk Southern Corporation Common Stock | $342274 | 0.07% | 1088 | $24852 | 下跌 ×1 | ||
| INTC Intel Corporation - Common Stock | $342094 | 0.07% | 2450 | 上涨 ×1 | |||
| QQQ Invesco QQQ Trust, Series 1 | $329907 | 0.06% | 448 | 上涨 ×1 | |||
| PM Philip Morris International Inc Common Stock | $307547 | 0.06% | 1700 | $49286 | 上涨 ×1 | ||
| FTI TechnipFMC plc Ordinary Share | $303124 | 0.06% | 4572 | $-10795 | 上涨 ×2 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $298422 | 0.06% | 718 | ||||
| CAT Caterpillar, Inc. Common Stock | $280069 | 0.05% | 263 | 上涨 ×1 | |||
| CSCO Cisco Systems, Inc. - Common Stock | $275796 | 0.05% | 2348 | 上涨 ×1 | |||
| LRCX Lam Research Corporation - Common Stock | $266065 | 0.05% | 614 | 上涨 ×1 | |||
| GE GE Aerospace Common Stock | $260116 | 0.05% | 696 | 上涨 ×1 | |||
| COST Costco Wholesale Corporation - Common Stock | $251641 | 0.05% | 269 | $6519 | 上涨 ×1 | ||
| ABBV AbbVie Inc. Common Stock | $251640 | 0.05% | 1000 | 上涨 ×1 | |||
| GVI | $249323 | 0.05% | 2350 | 上涨 ×1 | |||
| MA Mastercard Incorporated Common Stock | $244474 | 0.05% | 476 | $18628 | 上涨 ×1 | ||
| QQQM Invesco NASDAQ 100 ETF | $227228 | 0.04% | 750 | 上涨 ×1 | |||
| KLAC KLA Corporation - Common Stock | $222360 | 0.04% | 737 | 上涨 ×1 | |||
| ORCL Oracle Corporation Common Stock | $214549 | 0.04% | 1464 | ||||
| TXN Texas Instruments Incorporated - Common Stock | $210735 | 0.04% | 707 | 上涨 ×1 | |||
| NFLX Netflix, Inc. - Common Stock | $209630 | 0.04% | 2936 | $-70647 | 上涨 ×6 | ||
| FETH | $208994 | 0.04% | 13278 | ||||
| WY Weyerhaeuser Company Common Stock | $206985 | 0.04% | 8646 | $-4090 | 上涨 ×4 | ||
| TJX TJX Companies, Inc. (The) Common Stock | $205737 | 0.04% | 1358 | $5154 | 上涨 ×1 | ||
| ITOT | $203695 | 0.04% | 1240 | 上涨 ×1 | |||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $202274 | 0.04% | 200 | 上涨 ×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 |
|---|---|---|---|
| JCPB | $61725264 | 11.81% | 上涨 ×6 |
| VEA | $44906045 | 8.59% | 上涨 ×6 |
| SLQD | $25703397 | 4.92% | 上涨 ×6 |
| COWZ | $24896828 | 4.76% | 上涨 ×4 |
| BSV | $19507286 | 3.73% | 上涨 ×6 |
| IAGG | $6521529 | 1.25% | 上涨 ×4 |
| AAPL | $4041421 | 0.77% | 上涨 ×6 |
| BITB | $3125533 | 0.60% | 上涨 ×6 |
| NVDA | $2807063 | 0.54% | 上涨 ×6 |
| SUB | $2478169 | 0.47% | 上涨 ×4 |
| MSFT | $2002617 | 0.38% | 上涨 ×6 |
| GOOGL | $1910216 | 0.37% | 上涨 ×4 |
| AMZN | $1426703 | 0.27% | 上涨 ×6 |
| ETHW | $1274136 | 0.24% | 上涨 ×6 |
| SO | $1272580 | 0.24% | 上涨 ×4 |
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 |
|---|---|---|---|
| MU | $693728 | 601 | 0.13% |
| AMD | $515267 | 887 | 0.10% |
| AMAT | $388974 | 538 | 0.07% |
| INTC | $342094 | 2450 | 0.07% |
| QQQ | $329907 | 448 | 0.06% |
| UNH | $298422 | 718 | 0.06% |
| CAT | $280069 | 263 | 0.05% |
| CSCO | $275796 | 2348 | 0.05% |
| LRCX | $266065 | 614 | 0.05% |
| GE | $260116 | 696 | 0.05% |
| ABBV | $251640 | 1000 | 0.05% |
| GVI | $249323 | 2350 | 0.05% |
| QQQM | $227228 | 750 | 0.04% |
| KLAC | $222360 | 737 | 0.04% |
| ORCL | $214549 | 1464 | 0.04% |
季度涨幅榜
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 |
|---|---|---|---|---|
| AGG | 2025年6月30日 | 3697 | $365718 | 不再跟踪 |
| ORCL | 2026年3月31日 | 1277 | $248900 | -0.4% |
| UNH | 2025年6月30日 | 469 | $245639 | 24.2% |
| ADP | 2025年12月31日 | 812 | $238266 | 8.5% |
| T | 2026年6月30日 | 8139 | $235950 | 22.6% |
| FETH | 2026年3月31日 | 7411 | $219439 | 不再跟踪 |
| VUG | 2026年6月30日 | 480 | $209659 | 不再跟踪 |
| COST | 2025年12月31日 | 226 | $209192 | 9.4% |
| UNH | 2026年3月31日 | 621 | $204998 | 43.1% |
| LOW | 2025年6月30日 | 871 | $203244 | -1.9% |