申告総資産額
$7386.6万
報告対象四半期: 2026-03-31 · 銘柄数: 53
Wise Wealth Partnersは最新の13F報告書で53件の保有を開示しました。申告期間は2026-03-31、保有総時価額は約$7386.6万、四半期回転率は14.6%です。
減少 SPYM
-0.6% -$105.2万
増加 VYMI
+13.7% $56.4万
減少 CRWD
-13.3% -$21.5万
減少 AGG
+1.9% $6.5万
減少 GOOG
0.0% -$11.4万
増加 GLD
+0.3% $50.4万
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 26.39% | -3.10% | -0.56% | |
| 2 | GLD | Spdr Gold Shares | ETF-コモディティ | 8.33% | +0.22% | +0.32% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 6.77% | -0.32% | +1.94% | |
| 4 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 4.77% | +0.52% | +13.68% | |
| 5 | QQQD | Dirxin Dly Mgnf 7b 1x Etf-ui | ETF-その他 | 4.68% | +4.68% | NEW | |
| 6 | IDMO | Invesco S&p International De | ETF-その他 | 4.18% | +0.02% | +8.15% | |
| 7 | VTV | Vanguard Value ETF | ETF-その他 | 3.63% | +0.07% | +5.31% | |
| 8 | FDHY | Fidelity Enh Hi Yld ETF | ETF-その他 | 2.40% | -0.18% | +0.14% | |
| 9 | CGMM | Cap Group Small And Mid Cap | ETF-その他 | 2.37% | -0.01% | +4.00% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.80% | -0.22% | +0.70% | |
| 11 | CGCP | Cap Group Core Plus Income | ETF-その他 | 1.76% | -0.15% | -1.09% | |
| 12 | GLL | Proshares Ultrashort Gold | ETF-コモディティ | 1.71% | +1.71% | NEW | |
| 13 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.65% | -0.26% | — | |
| 14 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.40% | -0.05% | +0.41% | |
| 15 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.35% | -0.13% | — | |
| 16 | NVDA | Nvidia CORP | 株式-IT | 1.32% | -0.16% | +1.21% | |
| 17 | IVLU | Ishares Msci International V | ETF-その他 | 1.13% | -0.01% | — | |
| 18 | AVGO | Broadcom INC | 株式-IT | 1.11% | -0.21% | — | |
| 19 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.08% | -0.16% | -1.27% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.04% | -0.02% | +8.59% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.00% | -0.11% | — | |
| 22 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.99% | -0.19% | -0.82% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.98% | -0.04% | — | |
| 24 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.96% | -0.22% | -4.96% | |
| 25 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.94% | -0.22% | — | |
| 26 | BND | Vanguard Total Bond Market | ETF-その他 | 0.93% | -0.05% | +1.25% | |
| 27 | CVX | Chevron CORP | 株式-エネルギー | 0.87% | +0.19% | — | |
| 28 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.87% | -0.04% | +1.59% | |
| 29 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.81% | -0.09% | +0.03% | |
| 30 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.81% | -0.04% | — | |
| 31 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.80% | -0.04% | — | |
| 32 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 0.76% | -0.35% | -13.33% | |
| 33 | MMM | 3m Co | 株式-資本財 | 0.75% | -0.12% | — | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.72% | -0.14% | -1.51% | |
| 35 | AMD | Advanced Micro Devices | 株式-IT | 0.66% | -0.08% | — | |
| 36 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.65% | -0.02% | — | |
| 37 | V | Visa Inc-class A Shares | 株式-金融 | 0.62% | -0.20% | -7.18% | |
| 38 | HON | Honeywell International INC | 株式-資本財 | 0.57% | +0.05% | — | |
| 39 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.56% | -0.07% | -4.36% | |
| 40 | AAPL | Apple INC | 株式-IT | 0.55% | -0.13% | -8.27% | |
| 41 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.55% | +0.14% | — | |
| 42 | MA | Mastercard INC - A | 株式-金融 | 0.53% | -0.17% | -8.26% | |
| 43 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.52% | +0.08% | +23.15% | |
| 44 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.51% | -0.12% | — | |
| 45 | CMF | Ishares California Muni Bond | ETF-その他 | 0.46% | — | +0.46% | |
| 46 | SUB | Ishares Short-term National | ETF-その他 | 0.43% | — | +0.44% | |
| 47 | BAC | Bank Of America CORP | 株式-金融 | 0.39% | -0.07% | — | |
| 48 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.36% | — | +0.02% | |
| 49 | FDL | First Trust Morn Dvd Lead In | ETF-その他 | 0.36% | +0.02% | — | |
| 50 | UTES | Virtus Reaves Utilities ETF | ETF-その他 | 0.35% | — | +0.31% |
Q3 2026のパフォーマンス
+2.6%
直近4四半期のパフォーマンス
+18.8%
価格取得が可能な保有銘柄（報告価値の90%相当）に基づいています
Wise Wealth Partnersの2026-03-31時点における主要なポジション変更： 新規購入: Dirxin Dly Mgnf 7b 1x Etf-ui (QQQD); 新規購入: Proshares Ultrashort Gold (GLL); 全売却: Microsoft CORP (MSFT); 新規購入: Vanguard Small-cap ETF (VB); 新規購入: Coca-cola Co/the (KO).