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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $5,312.05万 | 11.63% | 81,322 | -8,885 | -9.8% | -$580.38万 | 减仓 |
| QQQ | INVESCO QQQ TR | $3,771.02万 | 8.25% | 65,335 | -7,638 | -10.5% | -$440.85万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $2,379.05万 | 5.21% | 408,912 | -81,308 | -16.6% | -$473.05万 | 减仓 |
| ACWX | ISHARES TR | $1,929.35万 | 4.22% | 281,781 | 85,186 | 43.3% | $583.27万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $1,853.05万 | 4.06% | 251,636 | 76,034 | 43.3% | $559.91万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,810.56万 | 3.96% | 48,912 | -9,900 | -16.8% | -$366.46万 | 减仓 |
| XBI | SPDR SERIES TRUST | $1,686.52万 | 3.69% | 132,038 | 5,087 | 4.0% | $64.98万 | 加仓 |
| COWZ | PACER FDS TR | $1,589.43万 | 3.48% | 254,064 | 30,960 | 13.9% | $193.69万 | 加仓 |
| IEMG | ISHARES INC | $1,566.23万 | 3.43% | 224,549 | 101,236 | 82.1% | $706.12万 | 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 |
| AIQ | GLOBAL X FDS | $1,512.52万 | 3.31% | 324,089 | 6,652 | 2.1% | $31.04万 | 加仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $1,496.34万 | 3.27% | 247,584 | -154,150 | -38.4% | -$931.65万 | 减仓 |
| QTUM | ETF SER SOLUTIONS | $1,472.36万 | 3.22% | 137,219 | -19,968 | -12.7% | -$214.26万 | 减仓 |
| BUYW | NORTHERN LTS FD TR IV | $1,323.41万 | 2.90% | 939,919 | 611,421 | 186.1% | $860.88万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $1,314.44万 | 2.88% | 127,158 | 6,710 | 5.6% | $69.36万 | 加仓 |
| VB | VANGUARD INDEX FDS | $1,105.72万 | 2.42% | 42,216 | -387 | -0.9% | -$10.14万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $1,077.16万 | 2.36% | 175,834 | 175,834 | — | $1,077.16万 | 新建仓 |
| AAPL | APPLE INC | $1,001.21万 | 2.19% | 39,450 | 805 | 2.1% | $20.43万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $827.63万 | 1.81% | 245,078 | 32,651 | 15.4% | $110.26万 | 加仓 |
| SMH | VANECK ETF TRUST | $803.51万 | 1.76% | 20,958 | -5,303 | -20.2% | -$203.31万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $762.91万 | 1.67% | 134,600 | 52,107 | 63.2% | $295.34万 | 加仓 |
| URA | GLOBAL X FDS | $624.31万 | 1.37% | 128,909 | 128,909 | — | $624.31万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $556.51万 | 1.22% | 5,585 | -175 | -3.0% | -$17.44万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $466.15万 | 1.02% | 14,530 | -1,694 | -10.4% | -$54.35万 | 减仓 |
| ACWI | ISHARES TR | $445.80万 | 0.98% | 32,218 | -84 | -0.3% | -$1.16万 | 减仓 |
| — | SILA REALTY TRUST INC | $404.36万 | 0.89% | 170,762 | -3,267 | -1.9% | -$7.74万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $345.82万 | 0.76% | 19,829 | 729 | 3.8% | $12.71万 | 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 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $287.04万 | 0.63% | 5,990 | 18 | 0.3% | $8,626 | 加仓 |
| AGG | ISHARES TR | $276.59万 | 0.61% | 27,862 | -3,651 | -11.6% | -$36.24万 | 减仓 |
| GOOGL | ALPHABET INC | $238.88万 | 0.52% | 8,307 | 219 | 2.7% | $6.30万 | 加仓 |
| IVW | ISHARES TR | $233.12万 | 0.51% | 20,610 | -8,486 | -29.2% | -$95.99万 | 减仓 |
| 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 |
| — | FIRST TR EXCHNG TRADED FD VI | $205.21万 | 0.45% | 67,680 | 67,680 | — | $205.21万 | 新建仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $201.08万 | 0.44% | 121,063 | -4,230 | -3.4% | -$7.03万 | 减仓 |
| AMZN | AMAZON COM INC | $198.98万 | 0.44% | 9,554 | -219 | -2.2% | -$4.56万 | 减仓 |
| CVX | CHEVRON CORPORATION | $188.04万 | 0.41% | 9,088 | 34 | 0.4% | $7,035 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $173.50万 | 0.38% | 51,822 | 10,640 | 25.8% | $35.62万 | 加仓 |
| BA | BOEING CO | $158.63万 | 0.35% | 7,970 | 28 | 0.4% | $5,573 | 加仓 |
| VOO | VANGUARD INDEX FDS | $154.62万 | 0.34% | 2,588 | -27 | -1.0% | -$1.61万 | 减仓 |
| GOOG | ALPHABET INC | $154.56万 | 0.34% | 5,388 | -316 | -5.5% | -$9.06万 | 减仓 |
| DNOV | FIRST TR EXCHNG TRADED FD VI | $148.89万 | 0.33% | 31,081 | 0 | 0.0% | — | 不变 |
| RDVT | RED VIOLET INC | $129.17万 | 0.28% | 37,333 | 565 | 1.5% | $1.95万 | 加仓 |
| TSLA | TESLA INC | $115.99万 | 0.25% | 3,120 | -217 | -6.5% | -$8.07万 | 减仓 |
| HD | HOME DEPOT INC | $104.99万 | 0.23% | 3,192 | 472 | 17.4% | $15.52万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $104.60万 | 0.23% | 19,175 | -1,206 | -5.9% | -$6.58万 | 减仓 |
| DFEB | FIRST TR EXCHNG TRADED FD VI | $102.00万 | 0.22% | 21,533 | 5,765 | 36.6% | $27.31万 | 加仓 |
| PCAR | PACCAR INC | $101.54万 | 0.22% | 8,791 | -153 | -1.7% | -$1.77万 | 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 |
| SBUX | STARBUCKS CORP | $88.54万 | 0.19% | 9,883 | -537 | -5.2% | -$4.81万 | 减仓 |
| SPBU | AIM ETF PRODUCTS TRUST | $86.16万 | 0.19% | 31,712 | 15,607 | 96.9% | $42.40万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $85.45万 | 0.19% | 26,158 | 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 |
| DOCT | FIRST TR EXCHNG TRADED FD VI | $74.86万 | 0.16% | 17,238 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.16% | 1 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $66.87万 | 0.15% | 8,618 | 133 | 1.6% | $1.03万 | 加仓 |
| AVGO | BROADCOM INC | $66.48万 | 0.15% | 2,148 | -67 | -3.0% | -$2.07万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $65.42万 | 0.14% | 2,753 | -405 | -12.8% | -$9.62万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $64.61万 | 0.14% | 19,749 | -60 | -0.3% | -$1,963 | 减仓 |
| GLD | SPDR GOLD TR | $64.37万 | 0.14% | 1,496 | -37 | -2.4% | -$1.59万 | 减仓 |
| META | META PLATFORMS INC | $61.94万 | 0.14% | 1,083 | -56 | -4.9% | -$3.20万 | 减仓 |
| GAPR | FIRST TR EXCHNG TRADED FD VI | $61.41万 | 0.13% | 15,173 | 0 | 0.0% | — | 不变 |
| DFUS | DIMENSIONAL ETF TRUST | $60.61万 | 0.13% | 8,547 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $60.28万 | 0.13% | 18,531 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $57.96万 | 0.13% | 2,665 | 39 | 1.5% | $8,482 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $56.90万 | 0.12% | 6,075 | -4,781 | -44.0% | -$44.78万 | 减仓 |
| GDEC | FIRST TR EXCHNG TRADED FD VI | $53.73万 | 0.12% | 14,515 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $51.59万 | 0.11% | 1,527 | 54 | 3.7% | $1.82万 | 加仓 |
| SOXX | ISHARES TR | $50.78万 | 0.11% | 1,545 | 140 | 10.0% | $4.60万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $44.19万 | 0.10% | 1,502 | 52 | 3.6% | $1.53万 | 加仓 |
| CI | THE CIGNA GROUP | $43.99万 | 0.10% | 1,649 | -3 | -0.2% | -$800 | 减仓 |
| FELG | FIDELITY COVINGTON TRUST | $43.89万 | 0.10% | 11,706 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $41.01万 | 0.09% | 1,907 | 0 | 0.0% | — | 不变 |
| ABFL | ABACUS FCF ETF TR | $40.39万 | 0.09% | 5,678 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $39.78万 | 0.09% | 1,164 | -180 | -13.4% | -$6.15万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $37.46万 | 0.08% | 11,162 | 0 | 0.0% | — | 不变 |
| CCB | COASTAL FINL CORP WA | $37.02万 | 0.08% | 4,865 | 0 | 0.0% | — | 不变 |
| DDEC | FIRST TR EXCHNG TRADED FD VI | $36.39万 | 0.08% | 8,218 | 0 | 0.0% | — | 不变 |
| — | VANECK ETF TRUST | $33.49万 | 0.07% | 15,578 | -10,644 | -40.6% | -$22.88万 | 减仓 |
| MCD | MCDONALDS CORP | $33.38万 | 0.07% | 1,074 | 27 | 2.6% | $8,391 | 加仓 |
| SO | SOUTHERN CO | $32.37万 | 0.07% | 3,354 | 24 | 0.7% | $2,316 | 加仓 |
| LLY | ELI LILLY & CO | $32.28万 | 0.07% | 351 | -45 | -11.4% | -$4.14万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $31.48万 | 0.07% | 1,288 | 45 | 3.6% | $1.10万 | 加仓 |
| INTC | INTEL CORP | $31.35万 | 0.07% | 7,104 | 238 | 3.5% | $1.05万 | 加仓 |
| SLV | ISHARES SILVER TR | $31.17万 | 0.07% | 4,575 | 1,360 | 42.3% | $9.27万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $31.07万 | 0.07% | 1,348 | -312 | -18.8% | -$7.19万 | 减仓 |
| WFC | WELLS FARGO & CO | $31.03万 | 0.07% | 3,898 | 5 | 0.1% | $398 | 加仓 |
| BAC | BANK AMERICA CORP | $30.66万 | 0.07% | 6,289 | -80 | -1.3% | -$3,900 | 减仓 |
| PG | PROCTER & GAMBLE CO | $30.03万 | 0.07% | 2,079 | -233 | -10.1% | -$3.37万 | 减仓 |
| WMT | WALMART INC | $29.07万 | 0.06% | 2,339 | 6 | 0.3% | $746 | 加仓 |
| UNP | UNION PAC CORP | $28.85万 | 0.06% | 1,189 | 0 | 0.0% | — | 不变 |
| GJUL | FIRST TR EXCHNG TRADED FD VI | $28.62万 | 0.06% | 7,020 | 0 | 0.0% | — | 不变 |
| GAUG | FIRST TR EXCHNG TRADED FD VI | $28.29万 | 0.06% | 7,308 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $28.06万 | 0.06% | 1,149 | -117 | -9.2% | -$2.86万 | 减仓 |
| DVY | ISHARES TR | $27.27万 | 0.06% | 1,801 | -2,291 | -56.0% | -$34.69万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $26.75万 | 0.06% | 917 | 7 | 0.8% | $2,042 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $26.67万 | 0.06% | 5,897 | 1,481 | 33.5% | $6.70万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $26.53万 | 0.06% | 2,115 | 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 |
| — | FIRST TR EXCHNG TRADED FD VI | $26.14万 | 0.06% | 7,717 | 0 | 0.0% | — | 不变 |