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 |
|---|---|---|---|---|---|---|---|---|
| NEAR | ISHARES U S ETF TR | $26.10万 | 0.06% | 5,135 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $25.82万 | 0.06% | 1,522 | -470 | -23.6% | -$7.97万 | 重新持有 |
| CAT | CATERPILLAR INC | $25.76万 | 0.06% | 364 | -11 | -2.9% | -$7,786 | 减仓 |
| NEE | NEXTERA ENERGY INC | $25.40万 | 0.06% | 2,735 | 30 | 1.1% | $2,786 | 加仓 |
| PFFD | GLOBAL X FDS | $25.06万 | 0.05% | 13,617 | -14,095 | -50.9% | -$25.93万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $24.10万 | 0.05% | 1,186 | 33 | 2.9% | $6,705 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $23.46万 | 0.05% | 1,584 | -2,003 | -55.8% | -$29.66万 | 减仓 |
| V | VISA INC | $23.15万 | 0.05% | 766 | -125 | -14.0% | -$3.78万 | 减仓 |
| AFL | AFLAC INC | $22.82万 | 0.05% | 2,080 | -6 | -0.3% | -$658 | 减仓 |
| IJR | ISHARES TR | $22.38万 | 0.05% | 1,800 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES TR | $21.95万 | 0.05% | 1,300 | 0 | 0.0% | — | 不变 |
| CENX | CENTURY ALUM CO | $21.60万 | 0.05% | 3,680 | -3,570 | -49.2% | -$20.95万 | 减仓 |
| FISV | FISERV INC | $21.54万 | 0.05% | 3,860 | -48 | -1.2% | -$2,678 | 减仓 |
| QMAR | FIRST TR EXCHNG TRADED FD VI | $21.01万 | 0.05% | 6,250 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $21.00万 | 0.05% | 6,704 | 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 |
| — | DIMENSIONAL ETF TRUST | $20.62万 | 0.05% | 2,899 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $20.04万 | 0.04% | 6,107 | 6,107 | — | $20.04万 | 新建仓 |
| BAX | BAXTER INTL INC | $19.68万 | 0.04% | 11,715 | 11,715 | — | $19.68万 | 新建仓 |
| FSK | FS KKR CAP CORP | $18.76万 | 0.04% | 18,430 | -15,084 | -45.0% | -$15.36万 | 减仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $18.00万 | 0.04% | 16,542 | -8,609 | -34.2% | -$9.37万 | 减仓 |
| CRON | CRONOS GROUP INC | $12.55万 | 0.03% | 50,000 | 0 | 0.0% | — | 不变 |
| — | TILRAY BRANDS INC | $6.47万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| 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 |