Narus Financial Partners, LLC
SALT LAKE CITY UT · SEC CIK 0001698091
$3.82亿2026Q1 申报市值
162持仓数
60.1%前十大占比 · 第一大 43.9%
10 / 5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
HYD 加仓+$62.70万
GBIL 加仓+$57.48万
JPIE 加仓+$57.34万
VCSH 加仓+$53.66万
VOE 加仓+$46.46万
2026Q1 卖出最多 按季末市值估算
WMT 减仓-$435.59万
ADBE 清仓-$44.34万
DECK 清仓-$42.82万
CIBR 清仓-$35.19万
XSHQ 清仓-$22.63万
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 |
|---|---|---|---|---|---|---|---|---|
| WMT | WALMART INC | $1.68亿 | 43.90% | 1,348,003 | -35,049 | -2.5% | -$435.59万 | 减仓 |
| GLD | SPDR GOLD TR | $1,396.08万 | 3.66% | 32,445 | -143 | -0.4% | -$6.15万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $914.21万 | 2.40% | 68,789 | 3,495 | 5.4% | $46.45万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $764.23万 | 2.00% | 119,261 | 2,170 | 1.9% | $13.91万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $745.00万 | 1.95% | 42,718 | 612 | 1.5% | $10.67万 | 加仓 |
| VO | VANGUARD INDEX FDS | $555.75万 | 1.46% | 19,352 | 322 | 1.7% | $9.25万 | 加仓 |
| AAPL | APPLE INC | $512.72万 | 1.34% | 20,202 | 288 | 1.4% | $7.31万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $462.79万 | 1.21% | 14,426 | 126 | 0.9% | $4.04万 | 加仓 |
| EFV | ISHARES TR | $456.86万 | 1.20% | 61,447 | 240 | 0.4% | $1.78万 | 加仓 |
| GOOGL | ALPHABET INC | $378.86万 | 0.99% | 13,175 | -19 | -0.1% | -$5,464 | 减仓 |
| VOX | VANGUARD WORLD FD | $376.24万 | 0.99% | 20,921 | 269 | 1.3% | $4.84万 | 加仓 |
| PSCT | INVESCO EXCH TRADED FD TR II | $371.62万 | 0.97% | 61,860 | 1,168 | 1.9% | $7.02万 | 加仓 |
| SCZ | ISHARES TR | $341.21万 | 0.89% | 43,517 | 815 | 1.9% | $6.39万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $324.83万 | 0.85% | 65,795 | 833 | 1.3% | $4.11万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $311.31万 | 0.82% | 67,573 | 12,446 | 22.6% | $57.34万 | 加仓 |
| VB | VANGUARD INDEX FDS | $305.24万 | 0.80% | 11,654 | -622 | -5.1% | -$16.29万 | 减仓 |
| IWR | ISHARES TR | $297.33万 | 0.78% | 30,580 | 1,571 | 5.4% | $15.27万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $292.69万 | 0.77% | 41,148 | -774 | -1.8% | -$5.51万 | 减仓 |
| MUB | ISHARES TR | $285.04万 | 0.75% | 26,852 | 1,131 | 4.4% | $12.01万 | 加仓 |
| — | INVESCO DB MULTI-SECTOR COMM | $283.81万 | 0.74% | 144,284 | 12,499 | 9.5% | $24.59万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $273.00万 | 0.72% | 37,072 | 5,337 | 16.8% | $39.30万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $267.82万 | 0.70% | 33,786 | 6,769 | 25.1% | $53.66万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $262.44万 | 0.69% | 4,392 | 71 | 1.6% | $4.24万 | 加仓 |
| SPTI | SPDR SERIES TRUST | $260.69万 | 0.68% | 90,961 | 2,713 | 3.1% | $7.78万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $260.25万 | 0.68% | 13,264 | -169 | -1.3% | -$3.32万 | 减仓 |
| QQQ | INVESCO QQQ TR | $236.90万 | 0.62% | 4,104 | 0 | 0.0% | — | 不变 |
| SUB | ISHARES TR | $236.62万 | 0.62% | 22,218 | -439 | -1.9% | -$4.68万 | 减仓 |
| META | META PLATFORMS INC | $232.70万 | 0.61% | 4,067 | 199 | 5.1% | $11.39万 | 加仓 |
| IJR | ISHARES TR | $227.31万 | 0.60% | 18,286 | -1,078 | -5.6% | -$13.40万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $224.24万 | 0.59% | 29,297 | 85 | 0.3% | $6,506 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $223.06万 | 0.58% | 46,587 | -208 | -0.4% | -$9,959 | 减仓 |
| IVV | ISHARES TR | $221.89万 | 0.58% | 3,397 | 20 | 0.6% | $1.31万 | 加仓 |
| AMZN | AMAZON COM INC | $217.14万 | 0.57% | 10,426 | 1,034 | 11.0% | $21.53万 | 加仓 |
| HYD | VANECK ETF TRUST | $208.23万 | 0.55% | 41,530 | 12,505 | 43.1% | $62.70万 | 加仓 |
| AGG | ISHARES TR | $203.71万 | 0.53% | 20,521 | 281 | 1.4% | $2.79万 | 加仓 |
| EPI | WISDOMTREE TR | $201.51万 | 0.53% | 49,389 | -1,712 | -3.4% | -$6.98万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $185.55万 | 0.49% | 12,656 | 154 | 1.2% | $2.26万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $179.32万 | 0.47% | 3,742 | 313 | 9.1% | $15.00万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $178.91万 | 0.47% | 2,751 | -273 | -9.0% | -$17.75万 | 减仓 |
| IAU | ISHARES GOLD TR | $178.29万 | 0.47% | 20,224 | 89 | 0.4% | $7,846 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $178.28万 | 0.47% | 34,970 | 240 | 0.7% | $1.22万 | 加仓 |
| MSFT | MICROSOFT CORP | $177.96万 | 0.47% | 4,808 | 732 | 18.0% | $27.09万 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $174.09万 | 0.46% | 17,376 | 5,737 | 49.3% | $57.48万 | 加仓 |
| EFA | ISHARES TR | $160.86万 | 0.42% | 16,561 | -325 | -1.9% | -$3.16万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $159.11万 | 0.42% | 14,600 | -1 | -0.0% | -$109 | 减仓 |
| — | EXXON MOBIL CORP | $150.42万 | 0.39% | 8,866 | 1,211 | 15.8% | $20.55万 | 加仓 |
| TLT | ISHARES TR | $150.16万 | 0.39% | 17,322 | 108 | 0.6% | $9,363 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $137.22万 | 0.36% | 25,389 | -509 | -2.0% | -$2.75万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $136.42万 | 0.36% | 5,628 | 93 | 1.7% | $2.25万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $134.70万 | 0.35% | 29,508 | 1,684 | 6.1% | $7.69万 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $134.69万 | 0.35% | 40,002 | -485 | -1.2% | -$1.63万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $129.08万 | 0.34% | 4,388 | 200 | 4.8% | $5.88万 | 加仓 |
| IUSV | ISHARES TR | $125.36万 | 0.33% | 12,260 | 12 | 0.1% | $1,227 | 加仓 |
| ORCL | ORACLE CORP | $124.03万 | 0.33% | 8,431 | 795 | 10.4% | $11.70万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $121.97万 | 0.32% | 46,375 | 5,288 | 12.9% | $13.91万 | 加仓 |
| IXN | ISHARES TR | $120.24万 | 0.32% | 12,028 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $113.70万 | 0.30% | 6,170 | 2,521 | 69.1% | $46.46万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $110.23万 | 0.29% | 17,993 | -412 | -2.2% | -$2.52万 | 减仓 |
| AVGO | BROADCOM INC | $109.13万 | 0.29% | 3,526 | 155 | 4.6% | $4.80万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $100.38万 | 0.26% | 19,835 | -614 | -3.0% | -$3.11万 | 减仓 |
| KLAC | KLA CORP | $96.88万 | 0.25% | 658 | 0 | 0.0% | — | 不变 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $96.51万 | 0.25% | 40,038 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $95.31万 | 0.25% | 3,843 | -35 | -0.9% | -$8,681 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $94.35万 | 0.25% | 11,509 | 1,676 | 17.0% | $13.74万 | 加仓 |
| VGT | VANGUARD WORLD FD | $93.70万 | 0.25% | 1,343 | 56 | 4.4% | $3.91万 | 加仓 |
| SJNK | SPDR SERIES TRUST | $91.33万 | 0.24% | 36,560 | 3,666 | 11.1% | $9.16万 | 加仓 |
| HYG | ISHARES TR | $90.63万 | 0.24% | 11,392 | -190 | -1.6% | -$1.51万 | 减仓 |
| QCOM | QUALCOMM INC | $90.24万 | 0.24% | 7,007 | 1,239 | 21.5% | $15.96万 | 加仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $84.22万 | 0.22% | 17,612 | 2,498 | 16.5% | $11.95万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $84.10万 | 0.22% | 32,826 | 1,447 | 4.6% | $3.71万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $82.24万 | 0.22% | 16,971 | 0 | 0.0% | — | 不变 |
| IYY | ISHARES TR | $80.81万 | 0.21% | 5,100 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $80.29万 | 0.21% | 17,496 | 100 | 0.6% | $4,589 | 加仓 |
| CAT | CATERPILLAR INC | $80.06万 | 0.21% | 1,130 | 232 | 25.8% | $16.44万 | 加仓 |
| CVX | CHEVRON CORPORATION | $76.18万 | 0.20% | 3,682 | 277 | 8.1% | $5.73万 | 加仓 |
| MBB | ISHARES TR | $75.18万 | 0.20% | 7,918 | 396 | 5.3% | $3.76万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $74.98万 | 0.20% | 1,099 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $72.51万 | 0.19% | 1,660 | 10 | 0.6% | $4,368 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.19% | 1 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $70.87万 | 0.19% | 9,039 | -811 | -8.2% | -$6.36万 | 减仓 |
| NFLX | NETFLIX INC. | $69.16万 | 0.18% | 7,193 | 3,481 | 93.8% | $33.47万 | 加仓 |
| IEF | ISHARES TR | $68.93万 | 0.18% | 7,222 | 72 | 1.0% | $6,872 | 加仓 |
| V | VISA INC | $66.98万 | 0.18% | 2,216 | 353 | 18.9% | $10.67万 | 加仓 |
| AGZ | ISHARES TR | $62.86万 | 0.16% | 5,730 | 344 | 6.4% | $3.77万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $60.51万 | 0.16% | 7,312 | 346 | 5.0% | $2.86万 | 加仓 |
| EME | EMCOR GROUP INC | $58.92万 | 0.15% | 798 | 16 | 2.0% | $1.18万 | 加仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $57.61万 | 0.15% | 33,260 | 3,047 | 10.1% | $5.28万 | 加仓 |
| ISCF | ISHARES TR | $56.90万 | 0.15% | 13,615 | 1,174 | 9.4% | $4.91万 | 加仓 |
| AMAT | APPLIED MATLS INC | $55.61万 | 0.15% | 1,627 | 35 | 2.2% | $1.20万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $55.47万 | 0.15% | 9,366 | -196 | -2.0% | -$1.16万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $54.80万 | 0.14% | 9,871 | 321 | 3.4% | $1.78万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $54.64万 | 0.14% | 548 | 45 | 8.9% | $4.49万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $54.55万 | 0.14% | 5,277 | 1,329 | 33.7% | $13.74万 | 加仓 |
| EFG | ISHARES TR | $52.91万 | 0.14% | 4,751 | -488 | -9.3% | -$5.43万 | 减仓 |
| TSLA | TESLA INC | $52.49万 | 0.14% | 1,412 | -326 | -18.8% | -$12.12万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $51.91万 | 0.14% | 1,918 | 173 | 9.9% | $4.68万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $51.71万 | 0.14% | 1,530 | -163 | -9.6% | -$5.51万 | 减仓 |
| VLO | VALERO ENERGY CORP | $51.57万 | 0.14% | 2,087 | 151 | 7.8% | $3.73万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $51.32万 | 0.13% | 9,723 | 1,519 | 18.5% | $8.02万 | 加仓 |
| ABBV | ABBVIE INC | $50.22万 | 0.13% | 2,309 | 205 | 9.7% | $4.46万 | 加仓 |