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 |
|---|---|---|---|---|---|---|---|---|
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $0 | 0.00% | 0 | -10,131 | -100.0% | -$69.30万 | 清仓 |
| FLQM | FRANKLIN TEMPLETON ETF TR | $0 | 0.00% | 0 | -11,799 | -100.0% | -$66.40万 | 清仓 |
| SPYV | SPDR SERIES TRUST | $0 | 0.00% | 0 | -10,465 | -100.0% | -$59.50万 | 清仓 |
| FCX | FREEPORT-MCMORAN INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PDI | PIMCO DYNAMIC INCOME FD | $0 | 0.00% | 0 | -27,164 | -100.0% | -$48.10万 | 清仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -15,855 | -100.0% | -$41.70万 | 清仓 |
| CMDT | PIMCO ETF TR | $0 | 0.00% | 0 | -14,172 | -100.0% | -$39.10万 | 清仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $0 | 0.00% | 0 | -16,124 | -100.0% | -$38.10万 | 清仓 |
| DBC | INVESCO DB COMMDY INDX TRCK | $0 | 0.00% | 0 | -15,371 | -100.0% | -$34.40万 | 清仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $0 | 0.00% | 0 | -14,929 | -100.0% | -$33.40万 | 清仓 |
| SCHH | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -14,712 | -100.0% | -$30.70万 | 清仓 |
| ET | ENERGY TRANSFER L P | $0 | 0.00% | 0 | -17,304 | -100.0% | -$28.50万 | 清仓 |
| PRGO | PERRIGO CO PLC | $0 | 0.00% | 0 | -19,412 | -100.0% | -$27.00万 | 清仓 |
| SPH | SUBURBAN PROPANE PARTNERS L | $0 | 0.00% | 0 | -14,250 | -100.0% | -$26.40万 | 清仓 |
| IRT | INDEPENDENCE RLTY TR INC | $0 | 0.00% | 0 | -14,230 | -100.0% | -$24.90万 | 清仓 |
| RGTI | RIGETTI COMPUTING INC | $0 | 0.00% | 0 | -11,006 | -100.0% | -$24.40万 | 清仓 |
| AGNC | AGNC INVT CORP | $0 | 0.00% | 0 | -20,971 | -100.0% | -$22.50万 | 清仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $0 | 0.00% | 0 | -10,359 | -100.0% | -$21.10万 | 清仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $0 | 0.00% | 0 | -10,375 | -100.0% | -$20.70万 | 清仓 |
| JFR | NUVEEN FLOATING RATE INCOME | $0 | 0.00% | 0 | — | — | — | 申报中断 |