Madden Advisory Services, Inc.
Jacksonville FL · SEC CIK 0001542284
$2.54亿2026Q1 申报市值
108持仓数
42.2%前十大占比 · 第一大 7.7%
7 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VFH 加仓+$150.26万
IBDU 加仓+$135.97万
IBDT 加仓+$110.79万
IBDV 新建仓+$100.11万
IBDS 加仓+$91.48万
2026Q1 卖出最多 按季末市值估算
SCHB 减仓-$236.06万
VTV 减仓-$72.46万
VIG 减仓-$66.28万
SCHD 减仓-$45.79万
VHT 减仓-$40.66万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| SCHM | SCHWAB STRATEGIC TR | $560.58万 | 2.21% | 181,066 | 7,882 | 4.6% | $24.40万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $572.00万 | 2.25% | 74,180 | -736 | -1.0% | -$5.68万 | 减仓 |
| VHT | VANGUARD WORLD FD | $577.65万 | 2.28% | 21,211 | -1,493 | -6.6% | -$40.66万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $655.28万 | 2.58% | 255,571 | -10,213 | -3.8% | -$26.19万 | 减仓 |
| IBDS | ISHARES TR | $680.09万 | 2.68% | 280,567 | 37,740 | 15.5% | $91.48万 | 加仓 |
| IAU | ISHARES GOLD TR | $774.32万 | 3.05% | 87,831 | -1,940 | -2.2% | -$17.10万 | 减仓 |
| IBDR | ISHARES TR | $800.29万 | 3.15% | 330,152 | 13,562 | 4.3% | $32.87万 | 加仓 |
| EFA | ISHARES TR | $1,017.77万 | 4.01% | 104,785 | -118 | -0.1% | -$1.15万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $1,266.20万 | 4.99% | 64,536 | -3,693 | -5.4% | -$72.46万 | 减仓 |
| VGT | VANGUARD WORLD FD | $1,484.86万 | 5.85% | 21,282 | -383 | -1.8% | -$26.72万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $1,512.38万 | 5.96% | 602,540 | -94,048 | -13.5% | -$236.06万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1,953.35万 | 7.69% | 32,689 | 893 | 2.8% | $53.36万 | 加仓 |