Magnus Financial Group LLC
NEW YORK NY · SEC CIK 0001765216
$12.32亿2026Q1 申报市值
373持仓数
37.2%前十大占比 · 第一大 8.4%
25 / 69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
IBIT 加仓+$1,240.03万
ENERGY TRANSFER 新建仓+$411.38万
SPYV 加仓+$404.39万
JCPB 加仓+$346.00万
IJH 加仓+$293.51万
2026Q1 卖出最多 按季末市值估算
BITB 减仓-$1,078.99万
BDYN 减仓-$534.90万
GOLDMAN SACHS ET 清仓-$454.60万
SCHG 减仓-$437.60万
JAAA 减仓-$411.99万
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 |
|---|---|---|---|---|---|---|---|---|
| VGT | VANGUARD WORLD FD | $614.41万 | 0.50% | 8,806 | -1,116 | -11.2% | -$77.87万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $617.17万 | 0.50% | 38,161 | -5,643 | -12.9% | -$91.26万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $618.36万 | 0.50% | 12,904 | -1,135 | -8.1% | -$54.39万 | 减仓 |
| META | META PLATFORMS INC | $652.23万 | 0.53% | 11,400 | -360 | -3.1% | -$20.60万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $663.14万 | 0.54% | 80,449 | 3,346 | 4.3% | $27.58万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $728.49万 | 0.59% | 37,958 | -1,630 | -4.1% | -$31.28万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $766.31万 | 0.62% | 125,092 | -3,745 | -2.9% | -$22.94万 | 减仓 |
| DIVO | AMPLIFY ETF TR | $823.03万 | 0.67% | 183,508 | 8,127 | 4.6% | $36.45万 | 加仓 |
| TSLA | TESLA INC | $826.46万 | 0.67% | 22,232 | -583 | -2.6% | -$21.67万 | 减仓 |
| GOOG | ALPHABET INC | $833.53万 | 0.68% | 29,057 | -228 | -0.8% | -$6.54万 | 减仓 |
| QQQ | INVESCO QQQ TR | $848.73万 | 0.69% | 14,705 | -297 | -2.0% | -$17.14万 | 减仓 |
| — | EXXON MOBIL CORP | $854.30万 | 0.69% | 50,354 | 35 | 0.1% | $5,938 | 加仓 |
| NVDA | NVIDIA CORPORATION | $873.85万 | 0.71% | 50,106 | -1,027 | -2.0% | -$17.91万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $891.12万 | 0.72% | 178,403 | 14,991 | 9.2% | $74.88万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $892.58万 | 0.72% | 21,894 | -39 | -0.2% | -$1.59万 | 减仓 |
| UTG | REAVES UTIL INCOME FD | $904.38万 | 0.73% | 230,239 | -1,489 | -0.6% | -$5.85万 | 减仓 |
| — | FIRST TR EXCH TRADED FD III | $966.32万 | 0.78% | 365,614 | 36,409 | 11.1% | $96.23万 | 加仓 |
| EFAV | ISHARES TR | $1,007.50万 | 0.82% | 110,266 | -1,533 | -1.4% | -$14.01万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1,042.67万 | 0.85% | 245,102 | 7,103 | 3.0% | $30.22万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,099.53万 | 0.89% | 29,703 | -3,520 | -10.6% | -$130.30万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1,121.64万 | 0.91% | 18,771 | 742 | 4.1% | $44.34万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1,134.16万 | 0.92% | 143,076 | 10,219 | 7.7% | $81.01万 | 加仓 |
| GOOGL | ALPHABET INC | $1,166.85万 | 0.95% | 40,578 | -469 | -1.1% | -$13.49万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $1,186.44万 | 0.96% | 118,811 | 6,333 | 5.6% | $63.24万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,285.99万 | 1.04% | 237,926 | 14,223 | 6.4% | $76.88万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $1,384.74万 | 1.12% | 277,004 | 8,241 | 3.1% | $41.20万 | 加仓 |
| JHMD | JOHN HANCOCK EXCHANGE TRADED | $1,396.74万 | 1.13% | 329,651 | 4,469 | 1.4% | $18.94万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $1,428.90万 | 1.16% | 252,099 | -3,252 | -1.3% | -$18.43万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $1,431.14万 | 1.16% | 146,169 | -277 | -0.2% | -$2.71万 | 减仓 |
| GSAT | GLOBALSTAR INC | $1,521.59万 | 1.24% | 229,086 | 8 | 0.0% | $531 | 加仓 |
| AMZN | AMAZON COM INC | $1,539.13万 | 1.25% | 73,901 | -2,392 | -3.1% | -$49.82万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,605.55万 | 1.30% | 54,581 | -2,617 | -4.6% | -$76.98万 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $1,649.51万 | 1.34% | 358,045 | 22,579 | 6.7% | $104.02万 | 加仓 |
| IYR | ISHARES TR | $1,659.54万 | 1.35% | 175,501 | 9,550 | 5.8% | $90.30万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,742.44万 | 1.41% | 26,793 | 480 | 1.8% | $31.22万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $2,324.70万 | 1.89% | 493,777 | 73,492 | 17.5% | $346.00万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $2,422.67万 | 1.97% | 630,574 | 322,757 | 104.9% | $1,240.03万 | 加仓 |
| IYF | ISHARES TR | $2,431.21万 | 1.97% | 206,631 | 5,971 | 3.0% | $70.25万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $2,804.98万 | 2.28% | 505,220 | 37,879 | 8.1% | $210.30万 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $3,347.06万 | 2.72% | 1,885,667 | 104,032 | 5.8% | $184.66万 | 加仓 |
| AAPL | APPLE INC | $3,504.56万 | 2.84% | 138,089 | -8,906 | -6.1% | -$226.03万 | 减仓 |
| TPYP | TORTOISE CAPITAL SERIES TRUS | $3,601.49万 | 2.92% | 850,210 | -10,706 | -1.2% | -$45.35万 | 减仓 |
| IJR | ISHARES TR | $3,959.16万 | 3.21% | 318,491 | 11,297 | 3.7% | $140.43万 | 加仓 |
| IEMG | ISHARES INC | $4,041.58万 | 3.28% | 579,438 | 16,716 | 3.0% | $116.59万 | 加仓 |
| IJH | ISHARES TR | $5,795.90万 | 4.70% | 858,271 | 43,464 | 5.3% | $293.51万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $6,001.60万 | 4.87% | 137,402 | -764 | -0.6% | -$33.37万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $1.04亿 | 8.44% | 1,837,787 | 71,473 | 4.0% | $404.39万 | 加仓 |