MAIMON WEALTH MANAGEMENT LTD.
RA'ANANA L3 · SEC CIK 0001760401
$1.33亿2026Q2 申报市值
80持仓数
44.1%前十大占比 · 第一大 6.6%
7 / 4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
T 新建仓+$312.24万
AMERICAN CENTY E 加仓+$111.62万
BOND 加仓+$108.99万
GVI 加仓+$76.71万
BSV 加仓+$76.60万
2026Q2 卖出最多 按季末市值估算
LLY 清仓-$117.66万
JPM 清仓-$85.58万
XLK 清仓-$41.44万
SGOV 减仓-$25.17万
AAPL 减仓-$22.63万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| LLY | ELI LILLY & CO | $0 | 0.00% | 0 | -1,327 | -100.0% | -$117.66万 | 清仓 |
| JPM | JPMORGAN CHASE & CO | $0 | 0.00% | 0 | -3,016 | -100.0% | -$85.58万 | 清仓 |
| XLK | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -3,250 | -100.0% | -$41.44万 | 清仓 |
| CVX | CHEVRON CORPORATION | $0 | 0.00% | 0 | -1,000 | -100.0% | -$21.07万 | 清仓 |
| PCN | PIMCO CORPORATE & INCM STRG | $11.95万 | 0.09% | 10,000 | 0 | 0.0% | — | 不变 |
| BLW | BLACKROCK LTD DURATION INCOM | $12.49万 | 0.09% | 10,000 | 0 | 0.0% | — | 不变 |
| — | GUGGENHEIM TAXABLE MUNICP BO | $14.46万 | 0.11% | 10,000 | 0 | 0.0% | — | 不变 |
| NBB | NUVEEN TAXABLE MUNICPAL INM | $15.78万 | 0.12% | 10,000 | 0 | 0.0% | — | 不变 |
| BIL | SPDR SERIES TRUST | $20.52万 | 0.15% | 2,239 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $20.61万 | 0.16% | 850 | 850 | — | $20.61万 | 新建仓 |
| EFA | ISHARES TR | $22.54万 | 0.17% | 2,170 | 2,170 | — | $22.54万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $22.90万 | 0.17% | 2,658 | 2,658 | — | $22.90万 | 新建仓 |
| TRV | TRAVELERS COMPANIES INC | $24.23万 | 0.18% | 734 | 0 | 0.0% | — | 不变 |
| SUSA | ISHARES TR | $24.53万 | 0.18% | 1,590 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $25.10万 | 0.19% | 1,550 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $25.49万 | 0.19% | 3,577 | 177 | 5.2% | $1.26万 | 加仓 |
| KO | COCA COLA CO | $26.06万 | 0.20% | 3,206 | 88 | 2.8% | $7,152 | 加仓 |
| — | EXXON MOBIL CORP | $27.11万 | 0.20% | 1,983 | 281 | 16.5% | $3.84万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $28.59万 | 0.22% | 975 | 25 | 2.6% | $7,329 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $28.67万 | 0.22% | 3,238 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $29.87万 | 0.22% | 876 | 876 | — | $29.87万 | 新建仓 |
| CL | COLGATE PALMOLIVE CO | $29.94万 | 0.23% | 3,266 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $30.07万 | 0.23% | 3,732 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $31.71万 | 0.24% | 1,173 | 34 | 3.0% | $9,191 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $32.43万 | 0.24% | 648 | -155 | -19.3% | -$7.76万 | 减仓 |
| WMT | WALMART INC | $32.60万 | 0.25% | 2,878 | 34 | 1.2% | $3,851 | 加仓 |
| SGOV | ISHARES TR | $34.23万 | 0.26% | 3,400 | -2,500 | -42.4% | -$25.17万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $34.38万 | 0.26% | 4,021 | 246 | 6.5% | $2.10万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $38.27万 | 0.29% | 6,617 | 34 | 0.5% | $1,967 | 加仓 |
| MGK | VANGUARD WORLD FD | $38.37万 | 0.29% | 4,365 | 4,365 | — | $38.37万 | 新建仓 |
| ACWI | ISHARES TR | $38.46万 | 0.29% | 2,450 | 460 | 23.1% | $7.22万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $40.69万 | 0.31% | 943 | 943 | — | $40.69万 | 新建仓 |
| HD | HOME DEPOT INC | $42.92万 | 0.32% | 1,217 | 34 | 2.9% | $1.20万 | 加仓 |
| AVES | AMERICAN CENTY ETF TR | $49.20万 | 0.37% | 7,500 | 100 | 1.4% | $6,560 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $50.86万 | 0.38% | 1,065 | 24 | 2.3% | $1.15万 | 加仓 |
| CSCO | CISCO SYS INC | $55.39万 | 0.42% | 4,716 | 616 | 15.0% | $7.24万 | 加仓 |
| CAT | CATERPILLAR INC | $55.91万 | 0.42% | 525 | 25 | 5.0% | $2.66万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $57.20万 | 0.43% | 3,901 | -101 | -2.5% | -$1.48万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $57.55万 | 0.43% | 3,730 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $59.24万 | 0.45% | 8,233 | 0 | 0.0% | — | 不变 |
| PYLD | PIMCO ETF TR | $66.03万 | 0.50% | 24,900 | 2,600 | 11.7% | $6.90万 | 加仓 |
| VGT | VANGUARD WORLD FD | $66.93万 | 0.50% | 5,600 | 800 | 16.7% | $9.56万 | 加仓 |
| AMZN | AMAZON COM INC | $68.43万 | 0.52% | 2,871 | 288 | 11.1% | $6.86万 | 加仓 |
| EMR | EMERSON ELEC CO | $78.73万 | 0.59% | 5,500 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $78.89万 | 0.59% | 1,358 | -10 | -0.7% | -$5,809 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $79.10万 | 0.60% | 5,040 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $79.29万 | 0.60% | 1,250 | 0 | 0.0% | — | 不变 |
| AVIV | AMERICAN CENTY ETF TR | $81.49万 | 0.61% | 10,526 | 100 | 1.0% | $7,742 | 加仓 |
| GOOGL | ALPHABET INC | $82.62万 | 0.62% | 2,312 | 198 | 9.4% | $7.08万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $107.94万 | 0.81% | 20,845 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $122.61万 | 0.92% | 1,665 | 135 | 8.8% | $9.94万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $124.50万 | 0.94% | 13,650 | 965 | 7.6% | $8.80万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $131.20万 | 0.99% | 7,252 | 175 | 2.5% | $3.17万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $131.43万 | 0.99% | 5,409 | 74 | 1.4% | $1.80万 | 加仓 |
| — | AMERICAN CENTY ETF TR | $137.51万 | 1.04% | 16,200 | 13,150 | 431.1% | $111.62万 | 加仓 |
| INTF | ISHARES TR | $152.47万 | 1.15% | 37,225 | 5,335 | 16.7% | $21.85万 | 加仓 |
| MSFT | MICROSOFT CORP | $153.68万 | 1.16% | 4,120 | 214 | 5.5% | $7.98万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $155.76万 | 1.17% | 1,665 | 25 | 1.5% | $2.34万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $180.60万 | 1.36% | 17,525 | 160 | 0.9% | $1.65万 | 加仓 |
| IVLU | ISHARES TR | $189.69万 | 1.43% | 45,358 | 2,385 | 5.5% | $9.97万 | 加仓 |
| IAU | ISHARES GOLD TR | $192.47万 | 1.45% | 25,490 | 765 | 3.1% | $5.78万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $193.69万 | 1.46% | 9,680 | 96 | 1.0% | $1.92万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $212.62万 | 1.60% | 10,759 | 134 | 1.3% | $2.65万 | 加仓 |
| IQLT | ISHARES TR | $234.80万 | 1.77% | 47,387 | 1,415 | 3.1% | $7.01万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $235.92万 | 1.78% | 18,910 | 520 | 2.8% | $6.49万 | 加仓 |
| LRGF | ISHARES TR | $239.78万 | 1.81% | 31,705 | 3,800 | 13.6% | $28.74万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $250.96万 | 1.89% | 28,135 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $271.85万 | 2.05% | 9,395 | -782 | -7.7% | -$22.63万 | 减仓 |
| T | AT&T INC | $312.24万 | 2.35% | 150,840 | 150,840 | — | $312.24万 | 新建仓 |
| AVUS | AMERICAN CENTY ETF TR | $339.44万 | 2.56% | 26,502 | -220 | -0.8% | -$2.82万 | 减仓 |
| QUAL | ISHARES TR | $361.45万 | 2.72% | 16,472 | 1,210 | 7.9% | $26.55万 | 加仓 |
| IEFA | ISHARES TR | $362.37万 | 2.73% | 37,520 | 1,025 | 2.8% | $9.90万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $368.18万 | 2.77% | 38,157 | 1,250 | 3.4% | $12.06万 | 加仓 |
| SYK | STRYKER CORPORATION | $388.17万 | 2.92% | 12,329 | 10 | 0.1% | $3,148 | 加仓 |
| AVSF | AMERICAN CENTY ETF TR | $412.50万 | 3.11% | 88,580 | 9,200 | 11.6% | $42.84万 | 加仓 |
| ISTB | ISHARES TR | $444.67万 | 3.35% | 92,160 | 6,400 | 7.5% | $30.88万 | 加仓 |
| LDUR | PIMCO ETF TR | $511.80万 | 3.85% | 53,530 | 7,180 | 15.5% | $68.65万 | 加仓 |
| ICSH | ISHARES TR | $526.61万 | 3.97% | 104,115 | 14,950 | 16.8% | $75.62万 | 加仓 |
| BOND | PIMCO ETF TR | $559.58万 | 4.21% | 60,685 | 11,820 | 24.2% | $108.99万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $560.57万 | 4.22% | 15,148 | 935 | 6.6% | $34.60万 | 加仓 |
| GVI | ISHARES TR | $581.14万 | 4.38% | 54,775 | 7,230 | 15.2% | $76.71万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $683.70万 | 5.15% | 87,735 | 9,830 | 12.6% | $76.60万 | 加仓 |
| MINT | PIMCO ETF TR | $697.81万 | 5.26% | 69,220 | 2,410 | 3.6% | $24.30万 | 加仓 |
| NEAR | ISHARES U S ETF TR | $875.96万 | 6.60% | 172,910 | 9,750 | 6.0% | $49.39万 | 加仓 |