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 |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | $198.98万 | 0.44% | 9,554 | -219 | -2.2% | -$4.56万 | 减仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $201.08万 | 0.44% | 121,063 | -4,230 | -3.4% | -$7.03万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $205.21万 | 0.45% | 67,680 | 67,680 | — | $205.21万 | 新建仓 |
| GFEB | FIRST TR EXCHNG TRADED FD VI | $211.74万 | 0.46% | 51,530 | 46,225 | 871.3% | $189.94万 | 重新持有 |
| IVW | ISHARES TR | $233.12万 | 0.51% | 20,610 | -8,486 | -29.2% | -$95.99万 | 减仓 |
| GOOGL | ALPHABET INC | $238.88万 | 0.52% | 8,307 | 219 | 2.7% | $6.30万 | 加仓 |
| AGG | ISHARES TR | $276.59万 | 0.61% | 27,862 | -3,651 | -11.6% | -$36.24万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $287.04万 | 0.63% | 5,990 | 18 | 0.3% | $8,626 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $289.47万 | 0.63% | 4,451 | -481 | -9.8% | -$31.28万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $345.82万 | 0.76% | 19,829 | 729 | 3.8% | $12.71万 | 加仓 |
| — | SILA REALTY TRUST INC | $404.36万 | 0.89% | 170,762 | -3,267 | -1.9% | -$7.74万 | 减仓 |
| ACWI | ISHARES TR | $445.80万 | 0.98% | 32,218 | -84 | -0.3% | -$1.16万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $466.15万 | 1.02% | 14,530 | -1,694 | -10.4% | -$54.35万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $556.51万 | 1.22% | 5,585 | -175 | -3.0% | -$17.44万 | 减仓 |
| URA | GLOBAL X FDS | $624.31万 | 1.37% | 128,909 | 128,909 | — | $624.31万 | 新建仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $762.91万 | 1.67% | 134,600 | 52,107 | 63.2% | $295.34万 | 加仓 |
| SMH | VANECK ETF TRUST | $803.51万 | 1.76% | 20,958 | -5,303 | -20.2% | -$203.31万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $827.63万 | 1.81% | 245,078 | 32,651 | 15.4% | $110.26万 | 加仓 |
| AAPL | APPLE INC | $1,001.21万 | 2.19% | 39,450 | 805 | 2.1% | $20.43万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $1,077.16万 | 2.36% | 175,834 | 175,834 | — | $1,077.16万 | 新建仓 |
| VB | VANGUARD INDEX FDS | $1,105.72万 | 2.42% | 42,216 | -387 | -0.9% | -$10.14万 | 减仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $1,314.44万 | 2.88% | 127,158 | 6,710 | 5.6% | $69.36万 | 加仓 |
| BUYW | NORTHERN LTS FD TR IV | $1,323.41万 | 2.90% | 939,919 | 611,421 | 186.1% | $860.88万 | 加仓 |
| QTUM | ETF SER SOLUTIONS | $1,472.36万 | 3.22% | 137,219 | -19,968 | -12.7% | -$214.26万 | 减仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $1,496.34万 | 3.27% | 247,584 | -154,150 | -38.4% | -$931.65万 | 减仓 |
| AIQ | GLOBAL X FDS | $1,512.52万 | 3.31% | 324,089 | 6,652 | 2.1% | $31.04万 | 加仓 |
| SECT | NORTHERN LTS FD TR IV | $1,543.57万 | 3.38% | 255,600 | -171,632 | -40.2% | -$1,036.49万 | 减仓 |
| IEMG | ISHARES INC | $1,566.23万 | 3.43% | 224,549 | 101,236 | 82.1% | $706.12万 | 加仓 |
| COWZ | PACER FDS TR | $1,589.43万 | 3.48% | 254,064 | 30,960 | 13.9% | $193.69万 | 加仓 |
| XBI | SPDR SERIES TRUST | $1,686.52万 | 3.69% | 132,038 | 5,087 | 4.0% | $64.98万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,810.56万 | 3.96% | 48,912 | -9,900 | -16.8% | -$366.46万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $1,853.05万 | 4.06% | 251,636 | 76,034 | 43.3% | $559.91万 | 加仓 |
| ACWX | ISHARES TR | $1,929.35万 | 4.22% | 281,781 | 85,186 | 43.3% | $583.27万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $2,379.05万 | 5.21% | 408,912 | -81,308 | -16.6% | -$473.05万 | 减仓 |
| QQQ | INVESCO QQQ TR | $3,771.02万 | 8.25% | 65,335 | -7,638 | -10.5% | -$440.85万 | 减仓 |
| IVV | ISHARES TR | $5,312.05万 | 11.63% | 81,322 | -8,885 | -9.8% | -$580.38万 | 减仓 |