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Buska Wealth Management, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Buska Wealth Management, LLC

报告期 2026-03-31 · CIK 0001910503

持仓数

74

前50大市值合计

$242.4M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

IVV ISHARES TR

CORE S&P500 ETF

$36.6M

56,015

15.1%

VIG VANGUARD SPECIALIZED FUNDS

DIV APP ETF

$30.6M

142,152

12.6%

VYM VANGUARD WHITEHALL FDS

HIGH DIV YLD

$26.5M

179,036

10.9%

SPYG SPDR SERIES TRUST

STATE STREET SPD

$26.0M

265,128

10.7%

QQQ INVESCO QQQ TR

UNIT SER 1

$13.7M

23,810

5.7%

VYMI VANGUARD WHITEHALL FDS

INTL HIGH ETF

$10.7M

113,653

4.4%

BUFF INNOVATOR ETFS TRUST

LADERD ALCTN PWR

$9.4M

190,880

3.9%

XLE SELECT SECTOR SPDR TR

STATE STREET ENE

$7.1M

116,605

2.9%

VGIT VANGUARD SCOTTSDALE FDS

INTER TERM TREAS

$6.9M

116,468

2.9%

FLRN SPDR SERIES TRUST

STATE STREET SPD

$6.6M

215,864

2.7%

FLOT ISHARES TR

FLTG RATE NT ETF

$6.6M

129,055

2.7%

VCIT VANGUARD SCOTTSDALE FDS

INT-TERM CORP

$6.5M

79,122

2.7%

IEUR ISHARES TR

CORE MSCI EURO

$5.4M

76,685

2.2%

XAR SPDR SERIES TRUST

STATE STREET SPD

$4.3M

16,817

1.8%

PNOV INNOVATOR ETFS TRUST

US EQTY PWR BUF

$3.7M

91,398

1.5%

FIDU FIDELITY COVINGTON TRUST

MSCI INDL INDX

$3.6M

41,650

1.5%

HYG ISHARES TR

IBOXX HI YD ETF

$3.5M

43,647

1.4%

IGSB ISHARES TR

ISHS 1-5YR INVS

$3.1M

59,567

1.3%

VGMS VANGUARD MALVERN FDS

MULTI SECTOR

$3.0M

59,255

1.2%

FNCL FIDELITY COVINGTON TRUST

MSCI FINLS IDX

$2.9M

40,712

1.2%

QTUM ETF SER SOLUTIONS

DEFIANCE QUANTUM

$2.4M

22,254

1.0%

VGHY VANGUARD FIXED INCOME SECS F

HIGH-YIELD ACTV

$2.2M

29,424

0.9%

VAW VANGUARD WORLD FD

MATERIALS ETF

$2.1M

9,118

0.8%

BNOV INNOVATOR ETFS TRUST

US EQTY BUF NOV

$1.8M

42,849

0.8%

FFSM FIDELITY COVINGTON TRUST

FUNDAMENTAL SMAL

$1.4M

45,301

0.6%

KBWP INVESCO EXCH TRADED FD TR II

KBW PPTY CASUT

$1.1M

9,540

0.5%

ACYN FIRST TR EXCHANGE-TRADED FD

VEST LADDERED

$1.1M

53,309

0.4%

SCHD SCHWAB STRATEGIC TR

US DIVIDEND EQ

$889.3K

28,988

0.4%

IVW ISHARES TR

S&P 500 GRWT ETF

$813.5K

7,192

0.3%

VTV VANGUARD INDEX FDS

VALUE ETF

$783.3K

3,992

0.3%

RDVI FIRST TR EXCHANGE-TRADED FD

FT VEST RIS

$769.1K

30,100

0.3%

PAUG INNOVATOR ETFS TRUST

US EQTY PWR BF

$757.5K

17,731

0.3%

EEM ISHARES TR

MSCI EMG MKT ETF

$732.9K

12,905

0.3%

SCHA SCHWAB STRATEGIC TR

US SML CAP ETF

$717.3K

24,668

0.3%

BAUG INNOVATOR ETFS TRUST

US EQUT BUFR AUG

$683.8K

13,998

0.3%

XLK SELECT SECTOR SPDR TR

STATE STREET TEC

$610.9K

4,597

0.3%

PDI PIMCO DYNAMIC INCOME FD

SHS

$606.5K

35,447

0.3%

MISL FIRST TR EXCHANGE-TRADED FD

INDXX AEROSPACE

$587.4K

13,137

0.2%

— EXXON MOBIL CORP

COM

$527.8K

3,111

0.2%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$526.9K

1,642

0.2%

WM WASTE MGMT INC DEL

COM

$519.4K

2,260

0.2%

UNOV INNOVATOR ETFS TRUST

US EQTY ULTRA BU

$509.2K

13,663

0.2%

T AT&T INC

COM

$474.1K

16,355

0.2%

— NVENT ELEC PLC

SHS

$449.0K

3,796

0.2%

FSTA FIDELITY COVINGTON TRUST

CONSMR STAPLES

$429.0K

8,198

0.2%

WEC WEC ENERGY GROUP INC

COM

$428.3K

3,700

0.2%

AAPL APPLE INC

COM

$425.2K

1,675

0.2%

UNH UNITEDHEALTH GROUP INC

COM

$403.7K

1,492

0.2%

FDTX FIDELITY COVINGTON TRUST

DISRUPTIVE TECH

$397.1K

10,755

0.2%

SPYM SPDR SERIES TRUST

STATE STREET SPD

$386.1K

5,044

0.2%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

59%前 6 大占比

IVV15.1%VIG12.6%VYM10.9%SPYG10.7%QQQ5.7%VYMI4.4%