M Holdings Securities, Inc.
PORTLAND OR · SEC CIK 0001569638
$14.86亿2026Q1 申报市值
289持仓数
40.5%前十大占比 · 第一大 7.9%
23 / 29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
QQQ 重新持有+$1,582.51万
VUSB 加仓+$1,273.50万
VGT 新建仓+$805.10万
VUG 加仓+$675.99万
DFUV 加仓+$553.47万
2026Q1 卖出最多 按季末市值估算
VEU 减仓-$630.00万
PINNACLE FINL PA 清仓-$517.60万
SPY 减仓-$439.74万
AAPL 减仓-$325.85万
QCOM 清仓-$306.20万
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 |
|---|---|---|---|---|---|---|---|---|
| DFAX | DIMENSIONAL ETF TRUST | $1,593.20万 | 1.07% | 469,006 | 4,559 | 1.0% | $15.49万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,629.80万 | 1.10% | 33,995 | -3,535 | -9.4% | -$169.48万 | 减仓 |
| TSLA | TESLA INC | $1,672.70万 | 1.13% | 42,624 | 4,064 | 10.5% | $159.48万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $1,874.20万 | 1.26% | 130,159 | -179 | -0.1% | -$2.58万 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $1,883.60万 | 1.27% | 378,989 | 256,234 | 208.7% | $1,273.50万 | 加仓 |
| GOOGL | ALPHABET INC | $1,948.40万 | 1.31% | 55,072 | -6,958 | -11.2% | -$246.17万 | 减仓 |
| MSFT | MICROSOFT CORP | $2,081.50万 | 1.40% | 51,782 | 1,409 | 2.8% | $56.64万 | 加仓 |
| AMZN | AMAZON COM INC | $2,223.50万 | 1.50% | 90,649 | -5,344 | -5.6% | -$131.08万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $2,281.20万 | 1.54% | 76,228 | 1,136 | 1.5% | $34.00万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,520.90万 | 1.70% | 123,739 | 536 | 0.4% | $10.92万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,693.10万 | 1.81% | 369,038 | 60,180 | 19.5% | $439.17万 | 加仓 |
| QQQ | INVESCO QQQ TR | $2,844.80万 | 1.91% | 43,239 | 24,053 | 125.4% | $1,582.51万 | 重新持有 |
| DFIV | DIMENSIONAL ETF TRUST | $3,112.90万 | 2.10% | 595,886 | 101,987 | 20.6% | $532.78万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $3,866.60万 | 2.60% | 769,593 | 110,161 | 16.7% | $553.47万 | 加仓 |
| NHI | NATIONAL HEALTH INVS INC | $4,295.10万 | 2.89% | 531,179 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $6,542.90万 | 4.40% | 97,699 | -3,578 | -3.5% | -$239.62万 | 减仓 |
| NHC | NATIONAL HEALTHCARE CORP | $7,384.70万 | 4.97% | 462,411 | -809 | -0.2% | -$12.92万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX | $7,433.50万 | 5.00% | 896,343 | -75,966 | -7.8% | -$630.00万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF | $1.02亿 | 6.89% | 156,130 | -6,708 | -4.1% | -$439.74万 | 减仓 |
| AAPL | APPLE INC | $1.17亿 | 7.90% | 434,012 | -12,052 | -2.7% | -$325.85万 | 减仓 |