Narus Financial Partners, LLC
SALT LAKE CITY UT · SEC CIK 0001698091
$3.89亿2026Q2 申报市值
177持仓数
56.4%前十大占比 · 第一大 38.9%
20 / 8新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
BINC 新建仓+$112.18万
MINT 加仓+$92.23万
AVDE 加仓+$75.01万
BND 加仓+$72.21万
CGDV 新建仓+$54.83万
2026Q2 卖出最多 按季末市值估算
WMT 减仓-$121.35万
GOOGL 减仓-$94.49万
NVDA 减仓-$87.00万
AAPL 减仓-$65.60万
JEPQ 清仓-$54.80万
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 |
|---|---|---|---|---|---|---|---|---|
| WMT | WALMART INC | $1.51亿 | 38.90% | 1,337,289 | -10,714 | -0.8% | -$121.35万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $1,319.53万 | 3.39% | 69,259 | 470 | 0.7% | $8.95万 | 加仓 |
| GLD | SPDR GOLD TR | $1,179.96万 | 3.03% | 32,031 | -414 | -1.3% | -$15.25万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $855.84万 | 2.20% | 120,118 | 857 | 0.7% | $6.11万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $767.75万 | 1.97% | 38,370 | -4,348 | -10.2% | -$87.00万 | 减仓 |
| VO | VANGUARD INDEX FDS | $633.48万 | 1.63% | 78,625 | 1,217 | 1.6% | $9.81万 | 加仓 |
| PSCT | INVESCO EXCH TRADED FD TR II | $559.48万 | 1.44% | 60,542 | -1,318 | -2.1% | -$12.18万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $524.56万 | 1.35% | 14,176 | -250 | -1.7% | -$9.25万 | 减仓 |
| AAPL | APPLE INC | $518.98万 | 1.33% | 17,935 | -2,267 | -11.2% | -$65.60万 | 减仓 |
| EFV | ISHARES TR | $456.03万 | 1.17% | 59,573 | -1,874 | -3.0% | -$14.35万 | 减仓 |
| VOX | VANGUARD WORLD FD | $392.35万 | 1.01% | 21,329 | 408 | 2.0% | $7.51万 | 加仓 |
| GOOGL | ALPHABET INC | $376.35万 | 0.97% | 10,531 | -2,644 | -20.1% | -$94.49万 | 减仓 |
| SCZ | ISHARES TR | $355.28万 | 0.91% | 43,185 | -332 | -0.8% | -$2.73万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $351.80万 | 0.90% | 42,725 | 1,577 | 3.8% | $12.99万 | 加仓 |
| IWR | ISHARES TR | $347.27万 | 0.89% | 31,478 | 898 | 2.9% | $9.91万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $344.47万 | 0.88% | 74,803 | 7,230 | 10.7% | $33.29万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $344.35万 | 0.88% | 46,908 | 9,836 | 26.5% | $72.21万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $339.74万 | 0.87% | 63,372 | -2,423 | -3.7% | -$12.99万 | 减仓 |
| VB | VANGUARD INDEX FDS | $335.40万 | 0.86% | 11,065 | -589 | -5.1% | -$17.85万 | 减仓 |
| MUB | ISHARES TR | $313.94万 | 0.81% | 29,172 | 2,320 | 8.6% | $24.97万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $307.87万 | 0.79% | 14,127 | 863 | 6.5% | $18.81万 | 加仓 |
| QQQ | INVESCO QQQ TR | $300.19万 | 0.77% | 4,076 | -28 | -0.7% | -$2.06万 | 减仓 |
| SPTI | SPDR SERIES TRUST | $280.93万 | 0.72% | 98,954 | 7,993 | 8.8% | $22.69万 | 加仓 |
| IJR | ISHARES TR | $274.85万 | 0.71% | 18,532 | 246 | 1.3% | $3.65万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $262.80万 | 0.68% | 29,904 | 607 | 2.1% | $5.33万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $255.43万 | 0.66% | 32,320 | -1,466 | -4.3% | -$11.59万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $255.36万 | 0.66% | 3,718 | -674 | -15.3% | -$46.29万 | 减仓 |
| IVV | ISHARES TR | $248.42万 | 0.64% | 3,317 | -80 | -2.4% | -$5.99万 | 减仓 |
| SUB | ISHARES TR | $231.83万 | 0.60% | 21,774 | -444 | -2.0% | -$4.73万 | 减仓 |
| — | INVESCO DB MULTI-SECTOR COMM | $231.82万 | 0.60% | 131,344 | -12,940 | -9.0% | -$22.84万 | 减仓 |
| HYD | VANECK ETF TRUST | $230.40万 | 0.59% | 44,730 | 3,200 | 7.7% | $16.48万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $226.86万 | 0.58% | 47,509 | 922 | 2.0% | $4.40万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $214.17万 | 0.55% | 2,868 | 117 | 4.3% | $8.74万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $214.16万 | 0.55% | 13,498 | 842 | 6.7% | $13.36万 | 加仓 |
| AMZN | AMAZON COM INC | $205.13万 | 0.53% | 8,607 | -1,819 | -17.4% | -$43.35万 | 减仓 |
| AGG | ISHARES TR | $205.05万 | 0.53% | 20,716 | 195 | 1.0% | $1.93万 | 加仓 |
| KLAC | KLA CORP | $198.92万 | 0.51% | 6,593 | 13 | 0.2% | $3,922 | 加仓 |
| EPI | WISDOMTREE TR | $188.05万 | 0.48% | 43,958 | -5,431 | -11.0% | -$23.23万 | 减仓 |
| META | META PLATFORMS INC | $179.36万 | 0.46% | 3,184 | -883 | -21.7% | -$49.74万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $173.22万 | 0.44% | 33,965 | -1,005 | -2.9% | -$5.13万 | 减仓 |
| IXN | ISHARES TR | $170.89万 | 0.44% | 11,828 | -200 | -1.7% | -$2.89万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $167.53万 | 0.43% | 3,348 | -394 | -10.5% | -$19.72万 | 减仓 |
| MSFT | MICROSOFT CORP | $166.64万 | 0.43% | 4,467 | -341 | -7.1% | -$12.72万 | 减仓 |
| EFA | ISHARES TR | $165.43万 | 0.42% | 15,925 | -636 | -3.8% | -$6.61万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $161.26万 | 0.41% | 32,002 | 2,494 | 8.5% | $12.57万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $160.41万 | 0.41% | 5,704 | 76 | 1.4% | $2.14万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $159.18万 | 0.41% | 13,572 | -1,028 | -7.0% | -$12.06万 | 减仓 |
| TLT | ISHARES TR | $151.57万 | 0.39% | 17,539 | 217 | 1.3% | $1.88万 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $147.79万 | 0.38% | 14,755 | -2,621 | -15.1% | -$26.25万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $147.62万 | 0.38% | 24,732 | -657 | -2.6% | -$3.92万 | 减仓 |
| IAU | ISHARES GOLD TR | $145.27万 | 0.37% | 19,239 | -985 | -4.9% | -$7.44万 | 减仓 |
| VGT | VANGUARD WORLD FD | $139.32万 | 0.36% | 11,657 | 913 | 8.5% | $10.91万 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $137.79万 | 0.35% | 39,334 | -668 | -1.7% | -$2.34万 | 减仓 |
| SPTL | SPDR SERIES TRUST | $137.42万 | 0.35% | 52,391 | 6,016 | 13.0% | $15.78万 | 加仓 |
| IUSV | ISHARES TR | $134.11万 | 0.34% | 12,175 | -85 | -0.7% | -$9,363 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $130.21万 | 0.33% | 3,978 | -410 | -9.3% | -$13.42万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $124.96万 | 0.32% | 6,324 | 154 | 2.5% | $3.04万 | 加仓 |
| QCOM | QUALCOMM INC | $123.95万 | 0.32% | 6,707 | -300 | -4.3% | -$5.54万 | 减仓 |
| ORCL | ORACLE CORP | $122.52万 | 0.31% | 8,360 | -71 | -0.8% | -$1.04万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $122.31万 | 0.31% | 14,199 | 4,239 | 42.6% | $36.51万 | 加仓 |
| IWM | ISHARES TR | $114.30万 | 0.29% | 3,804 | -39 | -1.0% | -$1.17万 | 减仓 |
| MINT | PIMCO ETF TR | $113.70万 | 0.29% | 11,279 | 9,149 | 429.5% | $92.23万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $112.18万 | 0.29% | 21,432 | 21,432 | — | $112.18万 | 新建仓 |
| — | EXXON MOBIL CORP | $111.82万 | 0.29% | 8,179 | -687 | -7.7% | -$9.39万 | 减仓 |
| AMAT | APPLIED MATLS INC | $111.05万 | 0.29% | 1,536 | -91 | -5.6% | -$6.58万 | 减仓 |
| CAT | CATERPILLAR INC | $109.79万 | 0.28% | 1,031 | -99 | -8.8% | -$10.54万 | 减仓 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $104.55万 | 0.27% | 42,938 | 2,900 | 7.2% | $7.06万 | 加仓 |
| AVGO | BROADCOM INC | $104.33万 | 0.27% | 2,762 | -764 | -21.7% | -$28.86万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $102.72万 | 0.26% | 12,366 | 857 | 7.4% | $7.12万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $97.73万 | 0.25% | 10,129 | 5,249 | 107.6% | $50.65万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $96.60万 | 0.25% | 10,829 | 8,409 | 347.5% | $75.01万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $96.53万 | 0.25% | 19,089 | -746 | -3.8% | -$3.77万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $91.71万 | 0.24% | 16,671 | -300 | -1.8% | -$1.65万 | 减仓 |
| HYG | ISHARES TR | $91.28万 | 0.23% | 11,414 | 22 | 0.2% | $1,759 | 加仓 |
| SPAB | SPDR SERIES TRUST | $91.27万 | 0.23% | 35,765 | 2,939 | 9.0% | $7.50万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $85.76万 | 0.22% | 16,148 | -1,845 | -10.3% | -$9.80万 | 减仓 |
| IYY | ISHARES TR | $82.03万 | 0.21% | 4,500 | -600 | -11.8% | -$10.94万 | 减仓 |
| MBB | ISHARES TR | $79.41万 | 0.20% | 8,401 | 483 | 6.1% | $4.57万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $78.86万 | 0.20% | 1,897 | -21 | -1.1% | -$8,730 | 减仓 |
| SJNK | SPDR SERIES TRUST | $76.28万 | 0.20% | 30,474 | -6,086 | -16.6% | -$15.23万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $75.41万 | 0.19% | 16,631 | -865 | -4.9% | -$3.92万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.19% | 1 | 0 | 0.0% | — | 不变 |
| AGZ | ISHARES TR | $72.26万 | 0.19% | 6,613 | 883 | 15.4% | $9.65万 | 加仓 |
| V | VISA INC | $72.16万 | 0.19% | 2,103 | -113 | -5.1% | -$3.88万 | 减仓 |
| TIP | ISHARES TR | $71.35万 | 0.18% | 6,520 | 3,403 | 109.2% | $37.24万 | 加仓 |
| IEF | ISHARES TR | $71.19万 | 0.18% | 7,528 | 306 | 4.2% | $2.89万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $70.44万 | 0.18% | 1,475 | -55 | -3.6% | -$2.63万 | 减仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $69.31万 | 0.18% | 14,336 | -3,276 | -18.6% | -$15.84万 | 减仓 |
| ISCF | ISHARES TR | $68.43万 | 0.18% | 15,807 | 2,192 | 16.1% | $9.49万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $65.21万 | 0.17% | 7,890 | 578 | 7.9% | $4.78万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $63.28万 | 0.16% | 9,367 | 1 | 0.0% | $68 | 加仓 |
| EFG | ISHARES TR | $62.06万 | 0.16% | 4,988 | 237 | 5.0% | $2.95万 | 加仓 |
| EME | EMCOR GROUP INC | $61.49万 | 0.16% | 741 | -57 | -7.1% | -$4.73万 | 减仓 |
| ABBV | ABBVIE INC | $60.09万 | 0.15% | 2,388 | 79 | 3.4% | $1.99万 | 加仓 |
| CVX | CHEVRON CORPORATION | $59.66万 | 0.15% | 3,599 | -83 | -2.3% | -$1.38万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $58.34万 | 0.15% | 7,488 | -1,551 | -17.2% | -$12.08万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $57.49万 | 0.15% | 2,366 | 122 | 5.4% | $2.96万 | 加仓 |
| NFLX | NETFLIX INC. | $57.03万 | 0.15% | 7,988 | 795 | 11.1% | $5.68万 | 加仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $56.83万 | 0.15% | 35,788 | 2,528 | 7.6% | $4.01万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $56.82万 | 0.15% | 5,034 | -243 | -4.6% | -$2.74万 | 减仓 |