MMBG INVESTMENT ADVISORS CO.
MIAMI FL · SEC CIK 0001765876
$10.89亿2026Q1 申报市值
172持仓数
55.6%前十大占比 · 第一大 9.3%
5 / 9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
MSFT 加仓+$312.50万
AMZN 加仓+$299.64万
AZN 新建仓+$216.53万
SGOV 加仓+$200.11万
MELI 加仓+$176.71万
2026Q1 卖出最多 按季末市值估算
TENCENT MUSIC EN 清仓-$1,244.89万
BETTERWARE DE ME 减仓-$1,090.96万
CX 减仓-$491.92万
SHV 减仓-$458.28万
MU 减仓-$392.51万
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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $161.60万 | 0.15% | 2,474 | -300 | -10.8% | -$19.60万 | 减仓 |
| BA | BOEING CO | $163.90万 | 0.15% | 8,235 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $165.92万 | 0.15% | 24,570 | 0 | 0.0% | — | 不变 |
| DSI | ISHARES TR | $167.06万 | 0.15% | 13,785 | 0 | 0.0% | — | 不变 |
| IYH | ISHARES TR | $169.33万 | 0.16% | 27,470 | -800 | -2.8% | -$4.93万 | 减仓 |
| IYF | ISHARES TR | $170.62万 | 0.16% | 14,501 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $175.10万 | 0.16% | 4,485 | 2,322 | 107.4% | $90.65万 | 加仓 |
| B | BARRICK MNG CORP | $176.21万 | 0.16% | 43,200 | -254 | -0.6% | -$1.04万 | 减仓 |
| ANGX | ANGEL STUDIOS INC | $182.25万 | 0.17% | 597,543 | 501,059 | 519.3% | $152.82万 | 加仓 |
| EWJ | ISHARES INC | $185.83万 | 0.17% | 22,007 | 1,605 | 7.9% | $13.55万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $193.14万 | 0.18% | 3,983 | 29 | 0.7% | $1.41万 | 加仓 |
| SPGI | S&P GLOBAL INC | $194.59万 | 0.18% | 4,575 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES TR | $209.78万 | 0.19% | 39,912 | 350 | 0.9% | $1.84万 | 加仓 |
| IYJ | ISHARES TR | $211.42万 | 0.19% | 14,330 | -1,270 | -8.1% | -$18.74万 | 减仓 |
| AMGN | AMGEN INC | $212.66万 | 0.20% | 6,044 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $216.53万 | 0.20% | 10,979 | 10,979 | — | $216.53万 | 新建仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $217.94万 | 0.20% | 27,493 | 0 | 0.0% | — | 不变 |
| SGOV | ISHARES TR | $220.90万 | 0.20% | 21,945 | 19,880 | 962.7% | $200.11万 | 加仓 |
| PFF | ISHARES TR | $221.96万 | 0.20% | 73,205 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $237.90万 | 0.22% | 22,755 | -1,720 | -7.0% | -$17.98万 | 减仓 |
| GLD | SPDR GOLD TR | $250.21万 | 0.23% | 5,815 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $268.48万 | 0.25% | 45,675 | 25,810 | 129.9% | $151.71万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $269.69万 | 0.25% | 5,628 | -3,841 | -40.6% | -$184.06万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $271.87万 | 0.25% | 16,810 | 925 | 5.8% | $14.96万 | 加仓 |
| IYW | ISHARES TR | $271.97万 | 0.25% | 14,991 | -215 | -1.4% | -$3.90万 | 减仓 |
| MRK | MERCK & CO INC | $273.33万 | 0.25% | 22,563 | 0 | 0.0% | — | 不变 |
| IEI | ISHARES TR | $274.80万 | 0.25% | 23,170 | 4,310 | 22.9% | $51.12万 | 加仓 |
| IEMG | ISHARES INC | $274.81万 | 0.25% | 39,400 | 7,850 | 24.9% | $54.75万 | 加仓 |
| SHV | ISHARES TR | $287.51万 | 0.26% | 26,045 | -41,515 | -61.4% | -$458.28万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $289.79万 | 0.27% | 26,009 | -2,200 | -7.8% | -$24.51万 | 减仓 |
| FDX | FEDEX CORP | $293.69万 | 0.27% | 8,212 | 0 | 0.0% | — | 不变 |
| — | CODERE ONLINE LUXEMBOURG S A | $308.08万 | 0.28% | 366,325 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $315.15万 | 0.29% | 2,386 | -8 | -0.3% | -$1.06万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $344.73万 | 0.32% | 41,821 | -5,375 | -11.4% | -$44.31万 | 减仓 |
| SHY | ISHARES TR | $362.89万 | 0.33% | 43,949 | 765 | 1.8% | $6.32万 | 加仓 |
| ABBV | ABBVIE INC | $372.23万 | 0.34% | 17,115 | -27 | -0.2% | -$5,872 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $414.84万 | 0.38% | 50,602 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $455.12万 | 0.42% | 14,644 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $456.16万 | 0.42% | 16,858 | -1,488 | -8.1% | -$40.26万 | 减仓 |
| DIS | DISNEY WALT CO | $471.56万 | 0.43% | 48,927 | -275 | -0.6% | -$2.65万 | 减仓 |
| FMX | FOMENTO ECONOMICO MEXICANO S | $483.98万 | 0.44% | 43,578 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $495.81万 | 0.46% | 26,095 | 2,325 | 9.8% | $44.17万 | 加仓 |
| SBUX | STARBUCKS CORP | $500.87万 | 0.46% | 55,907 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $505.85万 | 0.46% | 7,250 | -70 | -1.0% | -$4.88万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $515.93万 | 0.47% | 84,220 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $543.40万 | 0.50% | 28,170 | -715 | -2.5% | -$13.79万 | 减仓 |
| MELI | MERCADOLIBRE | $553.63万 | 0.51% | 3,202 | 1,022 | 46.9% | $176.71万 | 加仓 |
| DXJ | WISDOMTREE TR | $561.64万 | 0.52% | 35,417 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $569.50万 | 0.52% | 59,230 | 14,820 | 33.4% | $142.49万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $615.46万 | 0.57% | 49,056 | 641 | 1.3% | $8.04万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $628.01万 | 0.58% | 57,626 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $629.85万 | 0.58% | 47,392 | -2,160 | -4.4% | -$28.71万 | 减仓 |
| IBB | ISHARES TR | $638.03万 | 0.59% | 37,787 | -320 | -0.8% | -$5.40万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $792.37万 | 0.73% | 16,105 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $822.92万 | 0.76% | 8,947 | 570 | 6.8% | $52.43万 | 加仓 |
| ETN | EATON CORP PLC | $842.92万 | 0.77% | 23,567 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $855.61万 | 0.79% | 14,824 | -45 | -0.3% | -$2.60万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $866.79万 | 0.80% | 8,699 | -9 | -0.1% | -$8,968 | 减仓 |
| SHOP | SHOPIFY INC | $922.09万 | 0.85% | 77,735 | -13 | -0.0% | -$1,542 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $948.45万 | 0.87% | 131,857 | 7,290 | 5.9% | $52.44万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,008.43万 | 0.93% | 16,876 | 148 | 0.9% | $8.84万 | 加仓 |
| CX | CEMEX SA EURO MTN BE 144A | $1,063.26万 | 0.98% | 929,427 | -430,000 | -31.6% | -$491.92万 | 减仓 |
| BAC | BANK AMERICA CORP | $1,071.56万 | 0.98% | 219,808 | -8,958 | -3.9% | -$43.67万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $1,080.06万 | 0.99% | 218,768 | 34,325 | 18.6% | $169.46万 | 加仓 |
| CRM | SALESFORCE INC | $1,145.80万 | 1.05% | 61,381 | -12,335 | -16.7% | -$230.26万 | 减仓 |
| V | VISA INC | $1,369.66万 | 1.26% | 45,317 | -324 | -0.7% | -$9.79万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,399.21万 | 1.29% | 21,454 | -949 | -4.2% | -$61.89万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $1,450.32万 | 1.33% | 42,910 | -11,613 | -21.3% | -$392.51万 | 减仓 |
| SMH | VANECK ETF TRUST | $1,505.34万 | 1.38% | 39,263 | -885 | -2.2% | -$33.93万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,543.47万 | 1.42% | 45,545 | 3,222 | 7.6% | $109.19万 | 加仓 |
| AVGO | BROADCOM INC | $1,687.84万 | 1.55% | 54,532 | 4,057 | 8.0% | $125.57万 | 加仓 |
| WMT | WALMART INC | $2,069.04万 | 1.90% | 166,151 | -1,905 | -1.1% | -$23.72万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $2,501.17万 | 2.30% | 170,600 | -409 | -0.2% | -$6.00万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $3,053.01万 | 2.80% | 36,088 | 890 | 2.5% | $75.29万 | 加仓 |
| GOOG | ALPHABET INC | $3,219.37万 | 2.96% | 112,228 | -535 | -0.5% | -$15.35万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $4,236.53万 | 3.89% | 144,021 | 1,694 | 1.2% | $49.83万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $4,609.83万 | 4.23% | 264,310 | 7,933 | 3.1% | $138.36万 | 加仓 |
| META | META PLATFORMS INC | $4,850.52万 | 4.46% | 84,780 | 2,310 | 2.8% | $132.16万 | 加仓 |
| — | BETTERWARE DE MEXC S A P I D | $5,781.89万 | 5.31% | 3,429,352 | -647,069 | -15.9% | -$1,090.96万 | 减仓 |
| MSFT | MICROSOFT CORP | $7,241.70万 | 6.65% | 195,632 | 8,442 | 4.5% | $312.50万 | 加仓 |
| AMZN | AMAZON COM INC | $8,241.91万 | 7.57% | 395,732 | 14,387 | 3.8% | $299.64万 | 加仓 |
| GOOGL | ALPHABET INC | $9,212.07万 | 8.46% | 320,353 | -1,790 | -0.6% | -$51.47万 | 减仓 |
| AAPL | APPLE INC | $1.01亿 | 9.27% | 397,484 | 944 | 0.2% | $23.96万 | 加仓 |