跳到正文

Wisconsin Wealth Advisors, LLC 13F 持仓 · 2026年Q3

Wisconsin Wealth Advisors 在 2026年Q3(报告期截至 2026-09-30)的 SEC 13F 申报中报告了 84 只证券,申报市值合计 1.19 亿美元。前几大持仓:QQQ(4.11%)、FDL(3.97%)、NVDA(3.53%)。本季前 25 大持仓中:增持 17 只、减持 7 只。

排名代码公司市值占组合股数变动
1QQQINVESCO QQQ TR$4.9M4.11%6,605减持
2FDLFIRST TR EXCHANGE-TRADED FD$4.7M3.97%96,186增持
3NVDANVIDIA CORPORATION$4.2M3.53%18,401增持
4SDVYFIRST TR EXCHANGE TRADED FD$4.2M3.51%102,990增持
5VUGVANGUARD INDEX FDS$4.2M3.49%46,084增持
6RDVYFIRST TR EXCHANGE TRADED FD$4.0M3.38%51,322减持
7AVGOBROADCOM INC$3.6M3.06%10,368增持
8AMATAPPLIED MATLS INC$3.2M2.73%6,339减持
9SPHQINVESCO EXCHANGE TRADED FD T$3.2M2.72%38,424增持
10PYLDPIMCO ETF TR$2.9M2.47%115,714增持
11MSFTMICROSOFT CORP$2.9M2.45%5,674增持
12GLDSPDR GOLD TR$2.9M2.44%7,614增持
13CRWDCROWDSTRIKE HLDGS INC$2.7M2.25%10,119增持
14AAPLAPPLE INC$2.7M2.24%8,000减持
15SMHVANECK ETF TRUST$2.6M2.18%4,263增持
16FTCSFIRST TR EXCHANGE-TRADED FD$2.6M2.15%27,184增持
17VOVANGUARD INDEX FDS$2.4M2.03%30,718增持
18AMZNAMAZON COM INC$2.4M2.00%9,565减持
19PLTRPALANTIR TECHNOLOGIES INC$2.1M1.74%11,042减持
20WCMIFIRST TR EXCHANGE-TRADED FD$1.9M1.61%100,376增持
21FDDFIRST TR EXCHANGE-TRADED FD$1.8M1.55%95,823增持
22PJULINNOVATOR ETFS TRUST$1.8M1.54%36,820持平
23SCHGSCHWAB STRATEGIC TR$1.8M1.47%48,707增持
24VBVANGUARD INDEX FDS$1.8M1.47%6,161减持
25FVDFIRST TR EXCHANGE-TRADED FD$1.7M1.44%36,604增持

来源:SEC 13F 申报文件 · 截至 2026-09-30

本期 13F-HR 中的全部持仓,以及相对上季度的变化。

13F 持仓,最新季度

来源SEC EDGAR13F-HR