Madrona Financial Services, LLC
EVERETT WA · SEC CIK 0001578370
$4.57亿2026Q1 申报市值
123持仓数
51.3%前十大占比 · 第一大 11.6%
5 / 12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
XLE 新建仓+$1,077.16万
BUYW 加仓+$860.88万
IEMG 加仓+$706.12万
URA 新建仓+$624.31万
ACWX 加仓+$583.27万
2026Q1 卖出最多 按季末市值估算
SECT 减仓-$1,036.49万
FV 减仓-$931.65万
IVV 减仓-$580.38万
DYNF 减仓-$473.05万
QQQ 减仓-$440.85万
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 |
|---|---|---|---|---|---|---|---|---|
| AMLP | ALPS ETF TR | $0 | 0.00% | 0 | -13,080 | -100.0% | -$61.50万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -29,594 | -100.0% | -$52.06万 | 清仓 |
| HYDB | ISHARES TR | $0 | 0.00% | 0 | -7,578 | -100.0% | -$35.88万 | 清仓 |
| IDXX | IDEXX LABS INC | $0 | 0.00% | 0 | -431 | -100.0% | -$29.16万 | 清仓 |
| GMAY | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -1,046 | -100.0% | -$27.71万 | 清仓 |
| IDV | ISHARES TR | $0 | 0.00% | 0 | -6,873 | -100.0% | -$27.11万 | 清仓 |
| — | DIGITALBRIDGE GROUP INC | $0 | 0.00% | 0 | -17,039 | -100.0% | -$26.14万 | 清仓 |
| IYW | ISHARES TR | $0 | 0.00% | 0 | -1,160 | -100.0% | -$23.16万 | 清仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $0 | 0.00% | 0 | -6,890 | -100.0% | -$22.75万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | -1,256 | -100.0% | -$21.48万 | 清仓 |
| DES | WISDOMTREE TR | $0 | 0.00% | 0 | -6,113 | -100.0% | -$20.45万 | 清仓 |
| ILPT | INDUSTRIAL LOGISTICS PPTYS T | $0 | 0.00% | 0 | -20,888 | -100.0% | -$11.57万 | 清仓 |
| — | TILRAY BRANDS INC | $6.47万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| CRON | CRONOS GROUP INC | $12.55万 | 0.03% | 50,000 | 0 | 0.0% | — | 不变 |
| PGX | INVESCO EXCH TRADED FD TR II | $18.00万 | 0.04% | 16,542 | -8,609 | -34.2% | -$9.37万 | 减仓 |
| FSK | FS KKR CAP CORP | $18.76万 | 0.04% | 18,430 | -15,084 | -45.0% | -$15.36万 | 减仓 |
| BAX | BAXTER INTL INC | $19.68万 | 0.04% | 11,715 | 11,715 | — | $19.68万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $20.04万 | 0.04% | 6,107 | 6,107 | — | $20.04万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $20.62万 | 0.05% | 2,899 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $20.79万 | 0.05% | 344 | -490 | -58.8% | -$29.62万 | 重新持有 |
| — | FIRST TR EXCHNG TRADED FD VI | $21.00万 | 0.05% | 6,704 | 0 | 0.0% | — | 不变 |
| QMAR | FIRST TR EXCHNG TRADED FD VI | $21.01万 | 0.05% | 6,250 | 0 | 0.0% | — | 不变 |
| FISV | FISERV INC | $21.54万 | 0.05% | 3,860 | -48 | -1.2% | -$2,678 | 减仓 |
| CENX | CENTURY ALUM CO | $21.60万 | 0.05% | 3,680 | -3,570 | -49.2% | -$20.95万 | 减仓 |
| IBB | ISHARES TR | $21.95万 | 0.05% | 1,300 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $22.38万 | 0.05% | 1,800 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $22.82万 | 0.05% | 2,080 | -6 | -0.3% | -$658 | 减仓 |
| V | VISA INC | $23.15万 | 0.05% | 766 | -125 | -14.0% | -$3.78万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $23.46万 | 0.05% | 1,584 | -2,003 | -55.8% | -$29.66万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $24.10万 | 0.05% | 1,186 | 33 | 2.9% | $6,705 | 加仓 |
| PFFD | GLOBAL X FDS | $25.06万 | 0.05% | 13,617 | -14,095 | -50.9% | -$25.93万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $25.40万 | 0.06% | 2,735 | 30 | 1.1% | $2,786 | 加仓 |
| CAT | CATERPILLAR INC | $25.76万 | 0.06% | 364 | -11 | -2.9% | -$7,786 | 减仓 |
| — | EXXON MOBIL CORP | $25.82万 | 0.06% | 1,522 | -470 | -23.6% | -$7.97万 | 重新持有 |
| NEAR | ISHARES U S ETF TR | $26.10万 | 0.06% | 5,135 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $26.14万 | 0.06% | 7,717 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $26.25万 | 0.06% | 4,096 | 574 | 16.3% | $3.68万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $26.53万 | 0.06% | 2,115 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $26.67万 | 0.06% | 5,897 | 1,481 | 33.5% | $6.70万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $26.75万 | 0.06% | 917 | 7 | 0.8% | $2,042 | 加仓 |
| DVY | ISHARES TR | $27.27万 | 0.06% | 1,801 | -2,291 | -56.0% | -$34.69万 | 减仓 |
| MPC | MARATHON PETE CORP | $28.06万 | 0.06% | 1,149 | -117 | -9.2% | -$2.86万 | 减仓 |
| GAUG | FIRST TR EXCHNG TRADED FD VI | $28.29万 | 0.06% | 7,308 | 0 | 0.0% | — | 不变 |
| GJUL | FIRST TR EXCHNG TRADED FD VI | $28.62万 | 0.06% | 7,020 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $28.85万 | 0.06% | 1,189 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $29.07万 | 0.06% | 2,339 | 6 | 0.3% | $746 | 加仓 |
| PG | PROCTER & GAMBLE CO | $30.03万 | 0.07% | 2,079 | -233 | -10.1% | -$3.37万 | 减仓 |
| BAC | BANK AMERICA CORP | $30.66万 | 0.07% | 6,289 | -80 | -1.3% | -$3,900 | 减仓 |
| WFC | WELLS FARGO & CO | $31.03万 | 0.07% | 3,898 | 5 | 0.1% | $398 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $31.07万 | 0.07% | 1,348 | -312 | -18.8% | -$7.19万 | 减仓 |
| SLV | ISHARES SILVER TR | $31.17万 | 0.07% | 4,575 | 1,360 | 42.3% | $9.27万 | 加仓 |
| INTC | INTEL CORP | $31.35万 | 0.07% | 7,104 | 238 | 3.5% | $1.05万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $31.48万 | 0.07% | 1,288 | 45 | 3.6% | $1.10万 | 加仓 |
| LLY | ELI LILLY & CO | $32.28万 | 0.07% | 351 | -45 | -11.4% | -$4.14万 | 减仓 |
| SO | SOUTHERN CO | $32.37万 | 0.07% | 3,354 | 24 | 0.7% | $2,316 | 加仓 |
| MCD | MCDONALDS CORP | $33.38万 | 0.07% | 1,074 | 27 | 2.6% | $8,391 | 加仓 |
| — | VANECK ETF TRUST | $33.49万 | 0.07% | 15,578 | -10,644 | -40.6% | -$22.88万 | 减仓 |
| DDEC | FIRST TR EXCHNG TRADED FD VI | $36.39万 | 0.08% | 8,218 | 0 | 0.0% | — | 不变 |
| CCB | COASTAL FINL CORP WA | $37.02万 | 0.08% | 4,865 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $37.46万 | 0.08% | 11,162 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $39.78万 | 0.09% | 1,164 | -180 | -13.4% | -$6.15万 | 减仓 |
| ABFL | ABACUS FCF ETF TR | $40.39万 | 0.09% | 5,678 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $41.01万 | 0.09% | 1,907 | 0 | 0.0% | — | 不变 |
| FELG | FIDELITY COVINGTON TRUST | $43.89万 | 0.10% | 11,706 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $43.99万 | 0.10% | 1,649 | -3 | -0.2% | -$800 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $44.19万 | 0.10% | 1,502 | 52 | 3.6% | $1.53万 | 加仓 |
| SOXX | ISHARES TR | $50.78万 | 0.11% | 1,545 | 140 | 10.0% | $4.60万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $51.59万 | 0.11% | 1,527 | 54 | 3.7% | $1.82万 | 加仓 |
| GDEC | FIRST TR EXCHNG TRADED FD VI | $53.73万 | 0.12% | 14,515 | 0 | 0.0% | — | 不变 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $56.90万 | 0.12% | 6,075 | -4,781 | -44.0% | -$44.78万 | 减仓 |
| ABBV | ABBVIE INC | $57.96万 | 0.13% | 2,665 | 39 | 1.5% | $8,482 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $60.28万 | 0.13% | 18,531 | 0 | 0.0% | — | 不变 |
| DFUS | DIMENSIONAL ETF TRUST | $60.61万 | 0.13% | 8,547 | 0 | 0.0% | — | 不变 |
| GAPR | FIRST TR EXCHNG TRADED FD VI | $61.41万 | 0.13% | 15,173 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $61.94万 | 0.14% | 1,083 | -56 | -4.9% | -$3.20万 | 减仓 |
| GLD | SPDR GOLD TR | $64.37万 | 0.14% | 1,496 | -37 | -2.4% | -$1.59万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $64.61万 | 0.14% | 19,749 | -60 | -0.3% | -$1,963 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $65.42万 | 0.14% | 2,753 | -405 | -12.8% | -$9.62万 | 减仓 |
| AVGO | BROADCOM INC | $66.48万 | 0.15% | 2,148 | -67 | -3.0% | -$2.07万 | 减仓 |
| CSCO | CISCO SYS INC | $66.87万 | 0.15% | 8,618 | 133 | 1.6% | $1.03万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.16% | 1 | 0 | 0.0% | — | 不变 |
| DOCT | FIRST TR EXCHNG TRADED FD VI | $74.86万 | 0.16% | 17,238 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $82.00万 | 0.18% | 4,031 | -237 | -5.6% | -$4.82万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $85.45万 | 0.19% | 26,158 | 0 | 0.0% | — | 不变 |
| SPBU | AIM ETF PRODUCTS TRUST | $86.16万 | 0.19% | 31,712 | 15,607 | 96.9% | $42.40万 | 加仓 |
| SBUX | STARBUCKS CORP | $88.54万 | 0.19% | 9,883 | -537 | -5.2% | -$4.81万 | 减仓 |
| GMAR | FIRST TR EXCHNG TRADED FD VI | $95.80万 | 0.21% | 22,979 | 6,940 | 43.3% | $28.93万 | 加仓 |
| PCAR | PACCAR INC | $101.54万 | 0.22% | 8,791 | -153 | -1.7% | -$1.77万 | 减仓 |
| DFEB | FIRST TR EXCHNG TRADED FD VI | $102.00万 | 0.22% | 21,533 | 5,765 | 36.6% | $27.31万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $104.60万 | 0.23% | 19,175 | -1,206 | -5.9% | -$6.58万 | 减仓 |
| HD | HOME DEPOT INC | $104.99万 | 0.23% | 3,192 | 472 | 17.4% | $15.52万 | 加仓 |
| TSLA | TESLA INC | $115.99万 | 0.25% | 3,120 | -217 | -6.5% | -$8.07万 | 减仓 |
| RDVT | RED VIOLET INC | $129.17万 | 0.28% | 37,333 | 565 | 1.5% | $1.95万 | 加仓 |
| DNOV | FIRST TR EXCHNG TRADED FD VI | $148.89万 | 0.33% | 31,081 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $154.56万 | 0.34% | 5,388 | -316 | -5.5% | -$9.06万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $154.62万 | 0.34% | 2,588 | -27 | -1.0% | -$1.61万 | 减仓 |
| BA | BOEING CO | $158.63万 | 0.35% | 7,970 | 28 | 0.4% | $5,573 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $173.50万 | 0.38% | 51,822 | 10,640 | 25.8% | $35.62万 | 加仓 |
| CVX | CHEVRON CORPORATION | $188.04万 | 0.41% | 9,088 | 34 | 0.4% | $7,035 | 加仓 |