Main Management ETF Advisors, LLC
SAN FRANCISCO CA · SEC CIK 0001698607
$33.03亿2026Q2 申报市值
103持仓数
89.3%前十大占比 · 第一大 34.8%
24 / 36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
XLF 加仓+$2.48亿
QQQM 新建仓+$1.79亿
XLK 加仓+$1.77亿
XLU 新建仓+$1.70亿
XLE 新建仓+$9,845.80万
2026Q2 卖出最多 按季末市值估算
XLV 清仓-$3.73亿
XLC 清仓-$2.54亿
VFH 清仓-$1.12亿
ITB 清仓-$5,826.50万
IGV 清仓-$2,287.30万
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 |
|---|---|---|---|---|---|---|---|---|
| XLK | State Street Technology Select Sector SPDR ETF USD Class | $11.48亿 | 34.76% | 6,026,894 | 927,107 | 18.2% | $1.77亿 | 加仓 |
| XLF | State Street Financial Select Sector SPDR ETF USD Class | $5.10亿 | 15.44% | 9,511,811 | 4,622,964 | 94.6% | $2.48亿 | 加仓 |
| XLI | State Street Industrial Select Sector SPDR ETF USD Class | $3.53亿 | 10.68% | 1,904,735 | 503,836 | 36.0% | $9,332.55万 | 加仓 |
| XLY | State Street Consumer Discretionary Select Sector SPDR ETF | $2.51亿 | 7.60% | 2,141,512 | 62,469 | 3.0% | $732.64万 | 加仓 |
| QQQM | Invesco Nasdaq 100 ETF USD Class | $1.79亿 | 5.42% | 590,648 | 590,648 | — | $1.79亿 | 新建仓 |
| XLU | State Street Utilities Select Sector SPDR ETF USD Class | $1.70亿 | 5.13% | 3,739,385 | 3,739,385 | — | $1.70亿 | 新建仓 |
| XLB | State Street Materials Select Sector SPDR ETF USD Class | $1.09亿 | 3.29% | 2,135,161 | 62,286 | 3.0% | $316.60万 | 加仓 |
| XLE | State Street Energy Select Sector SPDR ETF USD Class | $9,845.80万 | 2.98% | 1,853,850 | 1,853,850 | — | $9,845.80万 | 新建仓 |
| IDEV | iShares Core MSCI International Developed Markets ETF | $8,646.90万 | 2.62% | 971,458 | 45,150 | 4.9% | $401.88万 | 加仓 |
| IEMG | iShares Core MSCI Emerging Markets ETF USD Class | $4,672.90万 | 1.41% | 564,085 | 66,105 | 13.3% | $547.62万 | 加仓 |
| SPEU | State Street SPDR Portfolio Europe ETF | $2,836.80万 | 0.86% | 516,918 | 36,774 | 7.7% | $201.81万 | 加仓 |
| ILF | iShares Latin America 40 ETF | $2,315.20万 | 0.70% | 685,980 | 48,816 | 7.7% | $164.76万 | 加仓 |
| VPL | Vanguard FTSE Pacific ETF | $1,940.60万 | 0.59% | 167,739 | 11,934 | 7.7% | $138.07万 | 加仓 |
| SPEM | SPDR Portfolio Emerging Markets ETF USD Class | $1,651.00万 | 0.50% | 318,850 | 22,680 | 7.7% | $117.44万 | 加仓 |
| MU | Micron Technology Inc. | $1,336.00万 | 0.40% | 11,574 | 280 | 2.5% | $32.32万 | 加仓 |
| PANW | Palo Alto Networks Inc. | $1,031.50万 | 0.31% | 30,247 | 740 | 2.5% | $25.24万 | 加仓 |
| VICR | Vicor Corporation | $896.50万 | 0.27% | 23,606 | 23,606 | — | $896.50万 | 新建仓 |
| CRWD | Crowdstrike Holdings Inc. | $623.60万 | 0.19% | 8,172 | 200 | 2.5% | $15.26万 | 加仓 |
| FLCA | Franklin FTSE Canada ETF USD Class | $582.50万 | 0.18% | 113,169 | 8,046 | 7.7% | $41.41万 | 加仓 |
| AMD | Advanced Micro Devices Inc. | $563.90万 | 0.17% | 9,708 | 240 | 2.5% | $13.94万 | 加仓 |
| FTNT | Fortinet Inc. | $562.00万 | 0.17% | 36,585 | 900 | 2.5% | $13.83万 | 加仓 |
| LITE | Lumentum Holdings Inc. | $557.20万 | 0.17% | 6,494 | 160 | 2.5% | $13.73万 | 加仓 |
| YOU | Clear Secure Inc. | $551.80万 | 0.17% | 99,011 | 2,440 | 2.5% | $13.60万 | 加仓 |
| AAON | AAON Inc. | $546.20万 | 0.17% | 43,054 | 9,000 | 26.4% | $114.18万 | 加仓 |
| HNGE | Hinge Health Inc. | $523.10万 | 0.16% | 63,024 | 1,560 | 2.5% | $12.95万 | 加仓 |
| BB | BlackBerry Ltd. | $514.00万 | 0.16% | 406,287 | 10,000 | 2.5% | $12.65万 | 加仓 |
| EZA | iShares MSCI South Africa ETF USD Class | $512.00万 | 0.16% | 81,024 | 81,024 | — | $512.00万 | 新建仓 |
| KEYS | Keysight Technologies Inc. | $481.10万 | 0.15% | 13,742 | 1,134 | 9.0% | $39.70万 | 加仓 |
| TER | Teradyne Inc. | $471.30万 | 0.14% | 9,741 | 240 | 2.5% | $11.61万 | 加仓 |
| RBRK | Rubrik Inc. | $463.40万 | 0.14% | 57,723 | 1,420 | 2.5% | $11.40万 | 加仓 |
| VRNS | Varonis Systems Inc. | $415.30万 | 0.13% | 98,981 | 2,440 | 2.5% | $10.24万 | 加仓 |
| MRVL | Marvell Technology Inc. | $409.20万 | 0.12% | 13,736 | 340 | 2.5% | $10.13万 | 加仓 |
| VRT | Vertiv Holdings Company | $407.80万 | 0.12% | 12,181 | 1,094 | 9.9% | $36.63万 | 加仓 |
| GNRC | Generac Holdings Inc. | $405.20万 | 0.12% | 13,838 | 13,838 | — | $405.20万 | 新建仓 |
| AEIS | Advanced Energy Industries Inc. | $394.60万 | 0.12% | 10,582 | 10,582 | — | $394.60万 | 新建仓 |
| STX | Seagate Technology Holdings plc | $389.90万 | 0.12% | 4,040 | 100 | 2.5% | $9.65万 | 加仓 |
| GEV | GE Vernova Inc. | $381.40万 | 0.12% | 3,246 | -714 | -18.0% | -$83.89万 | 减仓 |
| VCYT | Veracyte Inc. | $371.90万 | 0.11% | 63,329 | 1,560 | 2.5% | $9.16万 | 加仓 |
| MOD | Modine Manufacturing Company | $369.00万 | 0.11% | 13,820 | 5,107 | 58.6% | $136.36万 | 加仓 |
| ONTO | Onto Innovation Inc. | $366.90万 | 0.11% | 9,696 | 240 | 2.5% | $9.08万 | 加仓 |
| MYRG | MYR Group Inc. | $366.60万 | 0.11% | 7,326 | 7,326 | — | $366.60万 | 新建仓 |
| WDC | Western Digital Corporation | $361.30万 | 0.11% | 5,656 | 140 | 2.5% | $8.94万 | 加仓 |
| NET | Cloudflare Inc. | $358.00万 | 0.11% | 14,594 | 360 | 2.5% | $8.83万 | 加仓 |
| BSY | Bentley Systems Inc. | $356.20万 | 0.11% | 119,166 | 55,342 | 86.7% | $165.42万 | 加仓 |
| WWD | Woodward Inc. | $345.50万 | 0.10% | 8,120 | 200 | 2.5% | $8.51万 | 加仓 |
| FFIV | F5 Inc. | $338.20万 | 0.10% | 8,130 | 200 | 2.5% | $8.32万 | 加仓 |
| CIEN | Ciena Corporation | $318.30万 | 0.10% | 6,489 | -3,805 | -37.0% | -$186.64万 | 减仓 |
| VIAV | Viavi Solutions Inc. | $316.50万 | 0.10% | 66,292 | 6,404 | 10.7% | $30.57万 | 加仓 |
| RBC | RBC Bearings Inc. | $314.60万 | 0.10% | 4,884 | 4,884 | — | $314.60万 | 新建仓 |
| ESI | Element Solutions Inc. | $310.90万 | 0.09% | 65,108 | 65,108 | — | $310.90万 | 新建仓 |
| SQM | Sociedad Quimica y Minera de Chile S.A. | $301.30万 | 0.09% | 40,691 | 40,691 | — | $301.30万 | 新建仓 |
| ADSK | Autodesk Inc. | $300.00万 | 0.09% | 15,428 | 1,174 | 8.2% | $22.83万 | 加仓 |
| VST | Vistra Corporation | $296.20万 | 0.09% | 18,674 | 460 | 2.5% | $7.30万 | 加仓 |
| ROK | Rockwell Automation Inc. | $281.20万 | 0.09% | 5,679 | -1,448 | -20.3% | -$71.70万 | 减仓 |
| IPGP | IPG Photonics Corporation | $276.90万 | 0.08% | 23,606 | 23,606 | — | $276.90万 | 新建仓 |
| HBM | Hudbay Minerals Inc. | $274.70万 | 0.08% | 116,340 | 116,340 | — | $274.70万 | 新建仓 |
| ITT | ITT Inc. | $273.70万 | 0.08% | 13,838 | 13,838 | — | $273.70万 | 新建仓 |
| AXON | Axon Enterprise Inc. | $273.20万 | 0.08% | 4,873 | 120 | 2.5% | $6.73万 | 加仓 |
| TSM | Taiwan Semiconductor Manufacturing Company Ltd. | $270.10万 | 0.08% | 5,656 | 140 | 2.5% | $6.69万 | 加仓 |
| BWXT | BWX Technologies Inc. | $252.90万 | 0.08% | 12,993 | 320 | 2.5% | $6.23万 | 加仓 |
| GEN | Gen Digital Inc. | $250.00万 | 0.08% | 100,449 | 2,480 | 2.5% | $6.17万 | 加仓 |
| ERO | ERO Copper Corporation | $233.00万 | 0.07% | 87,098 | 87,098 | — | $233.00万 | 新建仓 |
| ADI | Analog Devices Inc. | $225.40万 | 0.07% | 5,676 | 140 | 2.5% | $5.56万 | 加仓 |
| STLD | Steel Dynamics Inc. | $224.10万 | 0.07% | 9,765 | 9,765 | — | $224.10万 | 新建仓 |
| PODD | Insulet Corporation | $222.20万 | 0.07% | 14,593 | 360 | 2.5% | $5.48万 | 加仓 |
| HAE | Haemonetics Corporation | $218.20万 | 0.07% | 29,088 | 720 | 2.5% | $5.40万 | 加仓 |
| Q | Qnity Electronics Inc. | $212.40万 | 0.06% | 13,008 | 13,008 | — | $212.40万 | 新建仓 |
| WAT | Waters Corporation | $212.10万 | 0.06% | 5,656 | 140 | 2.5% | $5.25万 | 加仓 |
| KAI | Kadant Inc. | $203.90万 | 0.06% | 6,488 | 3,336 | 105.8% | $104.84万 | 加仓 |
| CR | Crane Company | $198.30万 | 0.06% | 8,888 | 220 | 2.5% | $4.91万 | 加仓 |
| CEG | Constellation Energy Corporation | $192.60万 | 0.06% | 7,753 | -1,388 | -15.2% | -$34.48万 | 减仓 |
| SCCO | Southern Copper Corporation | $186.70万 | 0.06% | 10,714 | 10,714 | — | $186.70万 | 新建仓 |
| USAR | USA Rare Earth Inc. | $186.00万 | 0.06% | 86,178 | 86,178 | — | $186.00万 | 新建仓 |
| CW | Curtiss-Wright Corporation | $184.40万 | 0.06% | 2,434 | 60 | 2.5% | $4.55万 | 加仓 |
| FN | Fabrinet | $181.70万 | 0.06% | 3,232 | 80 | 2.5% | $4.50万 | 加仓 |
| TECK | Teck Resources Ltd. | $179.00万 | 0.05% | 30,099 | 30,099 | — | $179.00万 | 新建仓 |
| VEEV | Veeva Systems Inc. | $172.50万 | 0.05% | 9,721 | 240 | 2.5% | $4.26万 | 加仓 |
| DOCS | Doximity Inc. | $166.70万 | 0.05% | 80,377 | 1,980 | 2.5% | $4.11万 | 加仓 |
| CENX | Century Aluminum Company | $153.50万 | 0.05% | 33,363 | 33,363 | — | $153.50万 | 新建仓 |
| TRMB | Trimble Inc. | $144.70万 | 0.04% | 28,280 | 700 | 2.5% | $3.58万 | 加仓 |
| MOG/A | Moog Inc. | $137.60万 | 0.04% | 3,247 | 80 | 2.5% | $3.39万 | 加仓 |
| GRMN | Garmin Ltd. | $134.90万 | 0.04% | 5,681 | 140 | 2.5% | $3.32万 | 加仓 |
| ALM | Almonty Industries Inc. | $132.00万 | 0.04% | 79,736 | 79,736 | — | $132.00万 | 新建仓 |
| ESLT | Elbit Systems Ltd. | $123.40万 | 0.04% | 1,626 | 40 | 2.5% | $3.04万 | 加仓 |
| AA | Alcoa Corporation | $123.10万 | 0.04% | 23,618 | 23,618 | — | $123.10万 | 新建仓 |
| DXCM | Dexcom Inc. | $119.70万 | 0.04% | 17,776 | 440 | 2.5% | $2.96万 | 加仓 |
| A | Agilent Technologies Inc. | $118.10万 | 0.04% | 8,888 | 220 | 2.5% | $2.92万 | 加仓 |
| KRMN | Karman Holdings Inc. | $113.50万 | 0.03% | 22,734 | 560 | 2.5% | $2.80万 | 加仓 |
| CSW | CSW Industrials Inc. | $113.00万 | 0.03% | 4,060 | 100 | 2.5% | $2.78万 | 加仓 |
| ZS | Zscaler Inc. | $108.80万 | 0.03% | 7,711 | -6,164 | -44.4% | -$86.97万 | 减仓 |
| AVAV | AeroVironment Inc. | $106.60万 | 0.03% | 6,457 | 160 | 2.5% | $2.64万 | 加仓 |
| MTD | Mettler-Toledo International Inc. | $103.90万 | 0.03% | 813 | 20 | 2.5% | $2.56万 | 加仓 |
| KTOS | Kratos Defense & Security Solutions Inc. | $101.20万 | 0.03% | 20,300 | 500 | 2.5% | $2.49万 | 加仓 |
| GD | General Dynamics Corporation | $86.20万 | 0.03% | 2,434 | 60 | 2.5% | $2.12万 | 加仓 |
| PH | Parker-Hannifin Corporation | $78.40万 | 0.02% | 802 | -774 | -49.1% | -$75.66万 | 减仓 |
| CAE | CAE Inc. | $77.30万 | 0.02% | 30,854 | 760 | 2.5% | $1.90万 | 加仓 |
| CACI | CACI International Inc. | $75.30万 | 0.02% | 1,626 | 40 | 2.5% | $1.85万 | 加仓 |
| WAY | Waystar Holding Corporation | $74.60万 | 0.02% | 36,360 | 900 | 2.5% | $1.85万 | 加仓 |
| HII | Huntington Ingalls Industries Inc. | $68.10万 | 0.02% | 2,434 | 60 | 2.5% | $1.68万 | 加仓 |
| UUUU | Energy Fuels Inc. | $67.30万 | 0.02% | 46,439 | 46,439 | — | $67.30万 | 新建仓 |