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 |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | $4.9M | 4.11% | 6,605 | 减持 |
| 2 | FDL | FIRST TR EXCHANGE-TRADED FD | $4.7M | 3.97% | 96,186 | 增持 |
| 3 | NVDA | NVIDIA CORPORATION | $4.2M | 3.53% | 18,401 | 增持 |
| 4 | SDVY | FIRST TR EXCHANGE TRADED FD | $4.2M | 3.51% | 102,990 | 增持 |
| 5 | VUG | VANGUARD INDEX FDS | $4.2M | 3.49% | 46,084 | 增持 |
| 6 | RDVY | FIRST TR EXCHANGE TRADED FD | $4.0M | 3.38% | 51,322 | 减持 |
| 7 | AVGO | BROADCOM INC | $3.6M | 3.06% | 10,368 | 增持 |
| 8 | AMAT | APPLIED MATLS INC | $3.2M | 2.73% | 6,339 | 减持 |
| 9 | SPHQ | INVESCO EXCHANGE TRADED FD T | $3.2M | 2.72% | 38,424 | 增持 |
| 10 | PYLD | PIMCO ETF TR | $2.9M | 2.47% | 115,714 | 增持 |
| 11 | MSFT | MICROSOFT CORP | $2.9M | 2.45% | 5,674 | 增持 |
| 12 | GLD | SPDR GOLD TR | $2.9M | 2.44% | 7,614 | 增持 |
| 13 | CRWD | CROWDSTRIKE HLDGS INC | $2.7M | 2.25% | 10,119 | 增持 |
| 14 | AAPL | APPLE INC | $2.7M | 2.24% | 8,000 | 减持 |
| 15 | SMH | VANECK ETF TRUST | $2.6M | 2.18% | 4,263 | 增持 |
| 16 | FTCS | FIRST TR EXCHANGE-TRADED FD | $2.6M | 2.15% | 27,184 | 增持 |
| 17 | VO | VANGUARD INDEX FDS | $2.4M | 2.03% | 30,718 | 增持 |
| 18 | AMZN | AMAZON COM INC | $2.4M | 2.00% | 9,565 | 减持 |
| 19 | PLTR | PALANTIR TECHNOLOGIES INC | $2.1M | 1.74% | 11,042 | 减持 |
| 20 | WCMI | FIRST TR EXCHANGE-TRADED FD | $1.9M | 1.61% | 100,376 | 增持 |
| 21 | FDD | FIRST TR EXCHANGE-TRADED FD | $1.8M | 1.55% | 95,823 | 增持 |
| 22 | PJUL | INNOVATOR ETFS TRUST | $1.8M | 1.54% | 36,820 | 持平 |
| 23 | SCHG | SCHWAB STRATEGIC TR | $1.8M | 1.47% | 48,707 | 增持 |
| 24 | VB | VANGUARD INDEX FDS | $1.8M | 1.47% | 6,161 | 减持 |
| 25 | FVD | FIRST TR EXCHANGE-TRADED FD | $1.7M | 1.44% | 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