MAIMON WEALTH MANAGEMENT LTD.
RA'ANANA L3 · SEC CIK 0001760401
$1.14亿2026Q1 申报市值
77持仓数
45.8%前十大占比 · 第一大 7.3%
7 / 1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
GVI 加仓+$103.14万
AVIV 新建仓+$75.65万
BSV 加仓+$60.84万
PYLD 新建仓+$58.14万
NEAR 加仓+$53.12万
2026Q1 卖出最多 按季末市值估算
SGOV 减仓-$44.29万
ICSH 减仓-$42.56万
IAU 减仓-$31.72万
AGG 清仓-$20.97万
PG 减仓-$2.10万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| NEAR | ISHARES U S ETF TR | $827.87万 | 7.26% | 163,160 | 10,470 | 6.9% | $53.12万 | 加仓 |
| MINT | PIMCO ETF TR | $671.84万 | 5.90% | 66,810 | 760 | 1.2% | $7.64万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $610.00万 | 5.35% | 77,905 | 7,770 | 11.1% | $60.84万 | 加仓 |
| GVI | ISHARES TR | $506.33万 | 4.44% | 47,545 | 9,685 | 25.6% | $103.14万 | 加仓 |
| ICSH | ISHARES TR | $451.26万 | 3.96% | 89,165 | -8,410 | -8.6% | -$42.56万 | 减仓 |
| BOND | PIMCO ETF TR | $449.80万 | 3.95% | 48,865 | 5,765 | 13.4% | $53.07万 | 加仓 |
| LDUR | PIMCO ETF TR | $443.31万 | 3.89% | 46,350 | 3,710 | 8.7% | $35.48万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $442.99万 | 3.89% | 14,213 | 1,378 | 10.7% | $42.95万 | 加仓 |
| ISTB | ISHARES TR | $414.74万 | 3.64% | 85,760 | 6,134 | 7.7% | $29.66万 | 加仓 |
| SYK | STRYKER CORPORATION | $401.72万 | 3.53% | 12,319 | 21 | 0.2% | $6,848 | 加仓 |
| AVSF | AMERICAN CENTY ETF TR | $370.75万 | 3.25% | 79,380 | 5,200 | 7.0% | $24.29万 | 加仓 |
| IEFA | ISHARES TR | $320.02万 | 2.81% | 36,495 | 1,970 | 5.7% | $17.27万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $288.92万 | 2.54% | 26,722 | -50 | -0.2% | -$5,406 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $287.06万 | 2.52% | 36,907 | 4,170 | 12.7% | $32.43万 | 加仓 |
| QUAL | ISHARES TR | $284.62万 | 2.50% | 15,262 | 1,632 | 12.0% | $30.44万 | 加仓 |
| AAPL | APPLE INC | $251.00万 | 2.20% | 10,177 | 921 | 10.0% | $22.71万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $231.35万 | 2.03% | 28,135 | -70 | -0.2% | -$5,756 | 减仓 |
| IAU | ISHARES GOLD TR | $209.99万 | 1.84% | 24,725 | -3,735 | -13.1% | -$31.72万 | 减仓 |
| IQLT | ISHARES TR | $206.05万 | 1.81% | 45,972 | 3,620 | 8.5% | $16.22万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $199.11万 | 1.75% | 18,390 | 1,810 | 10.9% | $19.60万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $192.80万 | 1.69% | 10,625 | -5 | -0.0% | -$907 | 减仓 |
| LRGF | ISHARES TR | $178.95万 | 1.57% | 27,905 | 6,465 | 30.2% | $41.46万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $167.75万 | 1.47% | 17,365 | 880 | 5.3% | $8.50万 | 加仓 |
| IVLU | ISHARES TR | $165.49万 | 1.45% | 42,973 | 2,725 | 6.8% | $10.49万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $163.44万 | 1.43% | 1,640 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $158.30万 | 1.39% | 9,584 | 520 | 5.7% | $8.59万 | 加仓 |
| MSFT | MICROSOFT CORP | $140.21万 | 1.23% | 3,906 | 80 | 2.1% | $2.87万 | 加仓 |
| INTF | ISHARES TR | $120.64万 | 1.06% | 31,890 | 5,515 | 20.9% | $20.86万 | 加仓 |
| LLY | ELI LILLY & CO | $117.66万 | 1.03% | 1,327 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $116.65万 | 1.02% | 7,077 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $113.26万 | 0.99% | 5,335 | 0 | 0.0% | — | 不变 |
| AVLV | AMERICAN CENTY ETF TR | $99.98万 | 0.88% | 12,685 | 2,635 | 26.2% | $20.77万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $94.78万 | 0.83% | 20,845 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $85.58万 | 0.75% | 3,016 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $85.42万 | 0.75% | 1,530 | 0 | 0.0% | — | 不变 |
| AVIV | AMERICAN CENTY ETF TR | $75.65万 | 0.66% | 10,426 | 10,426 | — | $75.65万 | 新建仓 |
| DE | DEERE & CO | $69.44万 | 0.61% | 1,250 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $67.81万 | 0.60% | 5,500 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $67.63万 | 0.59% | 5,040 | 0 | 0.0% | — | 不变 |
| SGOV | ISHARES TR | $59.39万 | 0.52% | 5,900 | -4,400 | -42.7% | -$44.29万 | 减仓 |
| PYLD | PIMCO ETF TR | $58.14万 | 0.51% | 22,300 | 22,300 | — | $58.14万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $57.92万 | 0.51% | 4,002 | -145 | -3.5% | -$2.10万 | 减仓 |
| GOOGL | ALPHABET INC | $57.82万 | 0.51% | 2,114 | 65 | 3.2% | $1.78万 | 加仓 |
| MO | ALTRIA GROUP INC | $55.18万 | 0.48% | 8,233 | 0 | 0.0% | — | 不变 |
| VSS | VANGUARD INTL EQUITY INDEX F | $52.76万 | 0.46% | 3,730 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $51.91万 | 0.46% | 2,583 | 284 | 12.4% | $5.71万 | 加仓 |
| AVES | AMERICAN CENTY ETF TR | $43.09万 | 0.38% | 7,400 | 7,400 | — | $43.09万 | 新建仓 |
| XLK | SELECT SECTOR SPDR TR | $41.44万 | 0.36% | 3,250 | 3,250 | — | $41.44万 | 新建仓 |
| VGT | VANGUARD WORLD FD | $40.12万 | 0.35% | 600 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $38.35万 | 0.34% | 6,583 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $38.27万 | 0.34% | 1,183 | -15 | -1.3% | -$4,852 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $38.12万 | 0.33% | 803 | 803 | — | $38.12万 | 新建仓 |
| MCD | MCDONALDS CORP | $35.14万 | 0.31% | 1,139 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $35.12万 | 0.31% | 2,844 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $33.37万 | 0.29% | 500 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $32.95万 | 0.29% | 1,041 | 41 | 4.1% | $1.30万 | 加仓 |
| CSCO | CISCO SYS INC | $31.59万 | 0.28% | 4,100 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $29.18万 | 0.26% | 1,702 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $28.17万 | 0.25% | 3,775 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $28.00万 | 0.25% | 3,266 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $27.70万 | 0.24% | 950 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $26.82万 | 0.24% | 1,368 | 265 | 24.0% | $5.20万 | 加仓 |
| ACWI | ISHARES TR | $26.70万 | 0.23% | 1,990 | 400 | 25.2% | $5.37万 | 加仓 |
| VO | VANGUARD INDEX FDS | $26.21万 | 0.23% | 933 | -70 | -7.0% | -$1.97万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $25.86万 | 0.23% | 3,238 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $23.78万 | 0.21% | 3,118 | -86 | -2.7% | -$6,559 | 减仓 |
| — | AMERICAN CENTY ETF TR | $23.25万 | 0.20% | 3,050 | 3,050 | — | $23.25万 | 新建仓 |
| MMM | 3M CO | $22.09万 | 0.19% | 1,550 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $21.42万 | 0.19% | 734 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $21.09万 | 0.19% | 3,400 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $21.07万 | 0.18% | 1,000 | 1,000 | — | $21.07万 | 新建仓 |
| BIL | SPDR SERIES TRUST | $20.52万 | 0.18% | 2,239 | 0 | 0.0% | — | 不变 |
| SUSA | ISHARES TR | $20.45万 | 0.18% | 1,590 | 0 | 0.0% | — | 不变 |
| NBB | NUVEEN TAXABLE MUNICPAL INM | $15.29万 | 0.13% | 10,000 | 0 | 0.0% | — | 不变 |
| — | GUGGENHEIM TAXABLE MUNICP BO | $13.99万 | 0.12% | 10,000 | 0 | 0.0% | — | 不变 |
| BLW | BLACKROCK LTD DURATION INCOM | $12.16万 | 0.11% | 10,000 | 0 | 0.0% | — | 不变 |
| PCN | PIMCO CORPORATE & INCM STRG | $11.50万 | 0.10% | 10,000 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $0 | 0.00% | 0 | -2,100 | -100.0% | -$20.97万 | 清仓 |