13F 机构持仓

MV CAPITAL MANAGEMENT, INC.

BETHESDA MD · SEC CIK 0001633366

2026Q22026Q1 更早 9 个季度 🔒
$11.28亿2026Q2 申报市值
1,278持仓数
42.3%前十大占比 · 第一大 7.1%
112 / 51新建仓 / 清仓
申报市值走势$11.28亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IWD 7.1%
IWF 6.6%
IVV 6.4%
ABBV 6.1%
IEUR 3.3%
IVW 3.2%
IEFA 2.7%
MU 2.6%
ABT 2.2%
IBDY 2.2%

2026Q2 买入最多 按季末市值估算

IEMG 加仓+$973.40万
EPP 加仓+$701.46万
IEFA 加仓+$304.68万
NEE 加仓+$169.40万
IWR 加仓+$50.48万

2026Q2 卖出最多 按季末市值估算

IEUR 减仓-$864.46万
AGG 减仓-$298.53万
IWF 减仓-$237.15万
MU 减仓-$223.01万
USMV 减仓-$215.23万

2026Q2 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
IYW ISHARES TR $50.45万0.04%2,000 00.0% — 不变
C CITIGROUP INC $51.02万0.05%3,645 37411.4% $5.23万 加仓
AXP AMERICAN EXPRESS CO $51.75万0.05%1,530 201.3% $6,765 加仓
MET METLIFE INC $52.26万0.05%6,177 -23-0.4% -$1,946 减仓
GEV GE VERNOVA INC $52.75万0.05%449 10.2% $1,175 加仓
EPD ENTERPRISE PRODS PARTNERS L $54.14万0.05%14,727 290.2% $1,066 加仓
ET ENERGY TRANSFER L P $55.67万0.05%29,114 4741.7% $9,063 加仓
CWB SPDR SERIES TRUST $58.23万0.05%5,401 00.0% — 不变
IJJ ISHARES TR $58.37万0.05%3,951 00.0% — 不变
KLAC KLA CORP $64.32万0.06%2,132 -18-0.8% -$5,431 减仓
IJR ISHARES TR $65.29万0.06%4,402 -264-5.7% -$3.92万 减仓
ADI ANALOG DEVICES INC $67.32万0.06%1,695 60.4% $2,383 加仓
INTC INTEL CORP $70.26万0.06%5,032 72416.8% $10.11万 加仓
GE GE AEROSPACE $71.05万0.06%1,901 201.1% $7,475 加仓
XLE SELECT SECTOR SPDR TR $72.41万0.06%13,635 2201.6% $1.17万 加仓
UNH UNITEDHEALTH GROUP INC $73.90万0.07%1,778 23615.3% $9.81万 加仓
ACN ACCENTURE PLC IRELAND $73.98万0.07%5,945 -3,956-40.0% -$49.23万 减仓
CSCO CISCO SYS INC $74.35万0.07%6,330 -35-0.5% -$4,111 减仓
XLI SELECT SECTOR SPDR TR $76.61万0.07%4,136 00.0% — 不变
INTU INTUIT $76.97万0.07%2,949 -1,887-39.0% -$49.25万 减仓
VYM VANGUARD WHITEHALL FDS $77.62万0.07%4,912 00.0% — 不变
TXN TEXAS INSTRS INC $78.18万0.07%2,623 501.9% $1.49万 加仓
XLF SELECT SECTOR SPDR TR $79.16万0.07%14,765 -1,340-8.3% -$7.18万 减仓
GS GOLDMAN SACHS GROUP INC $81.31万0.07%804 101.3% $1.01万 加仓
ITW ILLINOIS TOOL WKS INC $83.82万0.07%3,099 20.1% $541 加仓
IBTK ISHARES TR $84.61万0.07%43,300 00.0% — 不变
TSLA TESLA INC $86.94万0.08%2,067 -18-0.9% -$7,571 减仓
IBM INTERNATIONAL BUSINESS MACHS $88.15万0.08%3,135 160.5% $4,499 加仓
RTX RTX CORPORATION $89.02万0.08%4,692 -199-4.1% -$3.78万 减仓
CRM SALESFORCE INC $95.23万0.08%6,079 -7,628-55.7% -$119.50万 减仓
GILD GILEAD SCIENCES INC $95.79万0.08%7,582 10.0% $126 加仓
BAC BANK OF AMER CORP $99.74万0.09%17,505 1130.6% $6,439 加仓
MCD MCDONALDS CORP $99.80万0.09%3,692 -35-0.9% -$9,461 减仓
MAR MARRIOTT INTL INC NEW $103.06万0.09%2,781 -133-4.6% -$4.93万 减仓
IJH ISHARES TR $105.14万0.09%13,635 -510-3.6% -$3.93万 减仓
KO COCA COLA CO $105.97万0.09%13,039 -9-0.1% -$731 减仓
AMD ADVANCED MICRO DEVICES INC $107.03万0.09%1,842 593.3% $3.43万 加仓
PNFP PINNACLE FINL PARTNERS INC $114.20万0.10%11,320 00.0% — 不变
XLP SELECT SECTOR SPDR TR $116.27万0.10%13,997 00.0% — 不变
META META PLATFORMS INC $118.07万0.10%2,096 -7-0.3% -$3,943 减仓
MDT MEDTRONIC PLC $121.98万0.11%15,592 -214-1.4% -$1.67万 减仓
WFC WELLS FARGO & CO $127.38万0.11%15,414 -1,174-7.1% -$9.70万 减仓
HDV ISHARES TR $127.51万0.11%46,521 2,0564.6% $5.64万 加仓
AMAT APPLIED MATLS INC $157.76万0.14%2,182 -205-8.6% -$14.82万 减仓
IWS ISHARES TR $159.99万0.14%9,720 790.8% $1.30万 加仓
AVGO BROADCOM INC $169.01万0.15%4,474 431.0% $1.62万 加仓
VOO VANGUARD INDEX FDS $169.09万0.15%2,462 190.8% $1.30万 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $181.69万0.16%3,631 180.5% $9,007 加仓
— EXXON MOBIL CORP $184.96万0.16%13,528 1691.3% $2.31万 加仓
AGG ISHARES TR $185.67万0.16%18,759 -30,161-61.7% -$298.53万 减仓
IWM ISHARES TR $188.15万0.17%6,262 -52-0.8% -$1.56万 减仓
XLV SELECT SECTOR SPDR TR $205.72万0.18%12,966 -1,559-10.7% -$24.74万 减仓
IWN ISHARES TR $206.53万0.18%9,337 2062.3% $4.56万 加仓
SHY ISHARES TR $206.59万0.18%25,160 -110-0.4% -$9,032 减仓
NEE NEXTERA ENERGY INC $211.25万0.19%24,069 19,300404.7% $169.40万 加仓
MSCI MSCI INC $222.73万0.20%3,977 -222-5.3% -$12.43万 减仓
APD AIR PRODUCTS AND CHEMICALS I $228.86万0.20%7,806 -1,636-17.3% -$47.96万 减仓
CME CME GROUP INC $231.78万0.21%10,496 6346.4% $14.00万 加仓
EZU ISHARES INC $232.87万0.21%33,506 -30,939-48.0% -$215.03万 减仓
PKG PACKAGING CORP AMER $272.76万0.24%11,447 -30-0.3% -$7,148 减仓
SPY STATE STR SPDR S&P 500 ETF T $281.76万0.25%3,773 -73-1.9% -$5.45万 减仓
MRK MERCK & CO INC $292.88万0.26%22,792 -359-1.6% -$4.61万 减仓
LLY ELI LILLY & CO $297.10万0.26%2,477 50.2% $5,997 加仓
BRK/A BERKSHIRE HATHAWAY INC DEL $299.54万0.27%4 00.0% — 不变
IBTJ ISHARES TR $309.07万0.27%142,758 00.0% — 不变
EXPD EXPEDITORS INTL WASH INC $311.05万0.28%19,085 -1,399-6.8% -$22.80万 减仓
XLU SELECT SECTOR SPDR TR $311.12万0.28%68,620 2,3923.6% $10.85万 加仓
AMGN AMGEN INC $312.51万0.28%8,630 -227-2.6% -$8.22万 减仓
AON AON PLC $325.45万0.29%9,812 1431.5% $4.74万 加仓
SYY SYSCO CORP $338.57万0.30%40,508 1,8334.7% $15.32万 加仓
AMZN AMAZON COM INC $343.33万0.30%14,405 650.5% $1.55万 加仓
VUG VANGUARD INDEX FDS $357.08万0.32%41,454 -288-0.7% -$2.48万 减仓
MA MASTERCARD INCORPORATED $361.37万0.32%7,036 -509-6.7% -$26.14万 减仓
JNJ JOHNSON & JOHNSON $372.78万0.33%14,678 2591.8% $6.58万 加仓
QCOM QUALCOMM INC $382.44万0.34%20,696 -758-3.5% -$14.01万 减仓
IWO ISHARES TR $385.41万0.34%9,783 120.1% $4,728 加仓
GRMN GARMIN LTD $397.93万0.35%16,752 980.6% $2.33万 加仓
HD HOME DEPOT INC $399.66万0.35%11,332 1,39614.0% $49.23万 加仓
ECL ECOLAB INC $417.98万0.37%15,002 100.1% $2,786 加仓
CB CHUBB LIMITED $420.85万0.37%12,351 7306.3% $24.87万 加仓
IWP ISHARES TR $422.98万0.37%28,890 350.1% $5,124 加仓
CFG CITIZENS FINL GROUP INC $423.44万0.38%60,431 5210.9% $3.65万 加仓
VTV VANGUARD INDEX FDS $428.28万0.38%19,652 -507-2.5% -$11.05万 减仓
COST COSTCO WHOLESALE CORPORATION $442.48万0.39%4,730 1703.7% $15.90万 加仓
TJX TJX COS INC NEW $445.73万0.40%29,421 -44-0.1% -$6,666 减仓
PG PROCTER & GAMBLE CO $447.87万0.40%30,542 2,0117.0% $29.49万 加仓
MPWR MONOLITHIC PWR SYS INC $482.17万0.43%3,488 -79-2.2% -$10.92万 减仓
IGIB ISHARES TR $491.62万0.44%92,462 970.1% $5,158 加仓
V VISA INC $500.19万0.44%14,579 -727-4.7% -$24.94万 减仓
DVY ISHARES TR $510.22万0.45%32,643 -179-0.5% -$2.80万 减仓
GOOG ALPHABET INC $569.89万0.51%16,129 -990-5.8% -$34.98万 减仓
WMT WALMART INC $678.56万0.60%59,912 1980.3% $2.24万 加仓
EPP ISHARES INC $704.44万0.62%132,264 131,70523,560.8% $701.46万 加仓
GOOGL ALPHABET INC $919.55万0.82%25,731 -1,668-6.1% -$59.61万 减仓
IBTI ISHARES TR $939.29万0.83%424,248 6,3921.5% $14.15万 加仓
IWB ISHARES TR $951.43万0.84%23,234 -175-0.7% -$7.17万 减仓
JPM JPMORGAN CHASE & CO $958.16万0.85%29,272 3601.2% $11.78万 加仓
CAT CATERPILLAR INC $981.62万0.87%9,218 -539-5.5% -$57.40万 减仓
MSFT MICROSOFT CORP $1,111.81万0.99%29,806 3451.2% $12.87万 加仓
FBCG FIDELITY COVINGTON TRUST $1,133.58万1.00%182,511 -1,626-0.9% -$10.10万 减仓