MMBG INVESTMENT ADVISORS CO.
MIAMI FL · SEC CIK 0001765876
$12.64亿2026Q2 申报市值
177持仓数
54.9%前十大占比 · 第一大 9.6%
10 / 8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
GE 新建仓+$878.08万
AAPL 加仓+$682.63万
GEV 加仓+$493.65万
CRH 新建仓+$347.75万
MSFT 加仓+$272.60万
2026Q2 卖出最多 按季末市值估算
MU 减仓-$1,200.69万
DXJ 清仓-$561.64万
CRM 减仓-$340.31万
GOOG 减仓-$324.89万
BETTERWARE DE ME 减仓-$297.52万
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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $185.28万 | 0.15% | 2,474 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $186.32万 | 0.15% | 4,575 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $187.34万 | 0.15% | 24,295 | -275 | -1.1% | -$2.12万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $190.10万 | 0.15% | 4,406 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $194.93万 | 0.15% | 9,005 | 770 | 9.4% | $16.67万 | 加仓 |
| DSI | ISHARES TR | $196.28万 | 0.16% | 13,785 | 0 | 0.0% | — | 不变 |
| AAXJ | ISHARES TR | $196.68万 | 0.16% | 16,482 | 122 | 0.7% | $1.46万 | 加仓 |
| FDX | FEDEX CORP | $205.33万 | 0.16% | 6,532 | -1,680 | -20.5% | -$52.81万 | 减仓 |
| IGSB | ISHARES TR | $212.98万 | 0.17% | 40,637 | 725 | 1.8% | $3.80万 | 加仓 |
| GLD | SPDR GOLD TR | $214.21万 | 0.17% | 5,815 | 0 | 0.0% | — | 不变 |
| EWJ | ISHARES INC | $214.92万 | 0.17% | 23,042 | 1,035 | 4.7% | $9.65万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $217.28万 | 0.17% | 27,493 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $218.87万 | 0.17% | 6,044 | 0 | 0.0% | — | 不变 |
| ANGX | ANGEL STUDIOS INC | $219.30万 | 0.17% | 597,543 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR | $223.20万 | 0.18% | 73,205 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $225.07万 | 0.18% | 22,670 | -85 | -0.4% | -$8,439 | 减仓 |
| IYJ | ISHARES TR | $238.81万 | 0.19% | 14,330 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $256.25万 | 0.20% | 13,514 | 2,535 | 23.1% | $48.07万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $260.74万 | 0.21% | 22,039 | -3,970 | -15.3% | -$46.97万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $261.86万 | 0.21% | 14,137 | -2,673 | -15.9% | -$49.51万 | 减仓 |
| SBUX | STARBUCKS CORP | $282.58万 | 0.22% | 27,652 | -28,255 | -50.5% | -$288.74万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $287.25万 | 0.23% | 45,675 | 0 | 0.0% | — | 不变 |
| IEI | ISHARES TR | $289.98万 | 0.23% | 24,690 | 1,520 | 6.6% | $17.85万 | 加仓 |
| MRK | MERCK & CO INC | $291.85万 | 0.23% | 22,563 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $292.13万 | 0.23% | 5,838 | 210 | 3.7% | $10.51万 | 加仓 |
| IEMG | ISHARES INC | $315.16万 | 0.25% | 38,045 | -1,355 | -3.4% | -$11.22万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $319.57万 | 0.25% | 9,371 | 605 | 6.9% | $20.63万 | 加仓 |
| SHV | ISHARES TR | $321.23万 | 0.25% | 29,110 | 3,065 | 11.8% | $33.82万 | 加仓 |
| CRH | CRH PLC | $347.75万 | 0.28% | 32,500 | 32,500 | — | $347.75万 | 新建仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $362.40万 | 0.29% | 40,931 | -890 | -2.1% | -$7.88万 | 减仓 |
| IYW | ISHARES TR | $378.12万 | 0.30% | 14,991 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $382.14万 | 0.30% | 46,002 | -4,600 | -9.1% | -$38.21万 | 减仓 |
| MCD | MCDONALDS CORP | $389.90万 | 0.31% | 14,424 | -220 | -1.5% | -$5.95万 | 减仓 |
| DHR | DANAHER CORP DEL | $411.73万 | 0.33% | 21,570 | -4,525 | -17.3% | -$86.37万 | 减仓 |
| — | CODERE ONLINE LUXEMBOURG S A | $424.59万 | 0.34% | 443,667 | 77,342 | 21.1% | $74.02万 | 加仓 |
| DIS | DISNEY WALT CO | $424.93万 | 0.34% | 43,807 | -5,120 | -10.5% | -$49.66万 | 减仓 |
| NFLX | NETFLIX INC. | $425.74万 | 0.34% | 59,627 | 397 | 0.7% | $2.83万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $427.21万 | 0.34% | 5,598 | 1,113 | 24.8% | $84.94万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $427.32万 | 0.34% | 80,460 | -3,760 | -4.5% | -$19.97万 | 减仓 |
| ABBV | ABBVIE INC | $430.68万 | 0.34% | 17,115 | 0 | 0.0% | — | 不变 |
| SGOV | ISHARES TR | $431.12万 | 0.34% | 42,825 | 20,880 | 95.1% | $210.20万 | 加仓 |
| IAU | ISHARES GOLD TR | $451.70万 | 0.36% | 59,820 | 16,920 | 39.4% | $127.76万 | 重新持有 |
| UNH | UNITEDHEALTH GROUP INC | $454.20万 | 0.36% | 10,928 | -5,930 | -35.2% | -$246.47万 | 减仓 |
| SHY | ISHARES TR | $456.15万 | 0.36% | 55,554 | 11,605 | 26.4% | $95.29万 | 加仓 |
| ASML | ASML HLDG NV | $475.28万 | 0.38% | 2,389 | 3 | 0.1% | $5,968 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $491.52万 | 0.39% | 50,656 | 1,600 | 3.3% | $15.52万 | 加仓 |
| RTX | RTX CORPORATION | $513.03万 | 0.41% | 27,040 | -1,130 | -4.0% | -$21.44万 | 减仓 |
| FMX | FOMENTO ECONOMICO MEXICANO S | $550.46万 | 0.44% | 43,038 | -540 | -1.2% | -$6.91万 | 减仓 |
| CRM | SALESFORCE INC | $624.04万 | 0.49% | 39,720 | -21,661 | -35.3% | -$340.31万 | 减仓 |
| GEV | GE VERNOVA INC | $645.86万 | 0.51% | 5,495 | 4,200 | 324.3% | $493.65万 | 加仓 |
| MELI | MERCADOLIBRE | $687.44万 | 0.54% | 4,050 | 848 | 26.5% | $143.94万 | 加仓 |
| VGT | VANGUARD WORLD FD | $690.83万 | 0.55% | 57,800 | -200 | -0.3% | -$2.39万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $691.55万 | 0.55% | 58,966 | 1,340 | 2.3% | $15.72万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $707.83万 | 0.56% | 14,105 | -2,000 | -12.4% | -$100.37万 | 减仓 |
| IBB | ISHARES TR | $715.82万 | 0.57% | 37,637 | -150 | -0.4% | -$2.85万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $748.84万 | 0.59% | 8,005 | -694 | -8.0% | -$64.92万 | 减仓 |
| SHOP | SHOPIFY INC | $764.04万 | 0.60% | 66,915 | -10,820 | -13.9% | -$123.54万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $861.73万 | 0.68% | 45,230 | -2,162 | -4.6% | -$41.19万 | 减仓 |
| GE | GE AEROSPACE | $878.08万 | 0.69% | 23,495 | 23,495 | — | $878.08万 | 新建仓 |
| ETN | EATON CORP PLC | $991.88万 | 0.79% | 23,277 | -290 | -1.2% | -$12.36万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $1,004.08万 | 0.79% | 139,147 | 7,290 | 5.5% | $52.60万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,069.62万 | 0.85% | 14,525 | -299 | -2.0% | -$22.02万 | 减仓 |
| LLY | ELI LILLY & CO | $1,087.88万 | 0.86% | 9,070 | 123 | 1.4% | $14.75万 | 加仓 |
| CX | CEMEX SA EURO MTN BE 144A | $1,115.31万 | 0.88% | 929,427 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $1,211.72万 | 0.96% | 226,025 | 7,257 | 3.3% | $38.90万 | 加仓 |
| BAC | BANK AMERICA CORP | $1,302.98万 | 1.03% | 228,673 | 8,865 | 4.0% | $50.51万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,341.27万 | 1.06% | 19,529 | 2,653 | 15.7% | $182.21万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,457.69万 | 1.15% | 19,470 | -1,984 | -9.2% | -$148.54万 | 减仓 |
| V | VISA INC | $1,744.68万 | 1.38% | 50,852 | 5,535 | 12.2% | $189.90万 | 加仓 |
| WMT | WALMART INC | $1,897.63万 | 1.50% | 167,546 | 1,395 | 0.8% | $15.80万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2,104.96万 | 1.67% | 43,990 | -1,555 | -3.4% | -$74.41万 | 减仓 |
| AVGO | BROADCOM INC | $2,157.19万 | 1.71% | 57,103 | 2,571 | 4.7% | $97.12万 | 加仓 |
| SMH | VANECK ETF TRUST | $2,424.30万 | 1.92% | 36,962 | -2,301 | -5.9% | -$150.92万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $2,746.47万 | 2.17% | 173,104 | 2,504 | 1.5% | $39.73万 | 加仓 |
| GOOG | ALPHABET INC | $3,640.47万 | 2.88% | 103,033 | -9,195 | -8.2% | -$324.89万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $3,658.43万 | 2.90% | 36,173 | 85 | 0.2% | $8.60万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $3,752.37万 | 2.97% | 32,508 | -10,402 | -24.2% | -$1,200.69万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $4,940.83万 | 3.91% | 150,943 | 6,922 | 4.8% | $226.58万 | 加仓 |
| META | META PLATFORMS INC | $5,044.99万 | 3.99% | 89,563 | 4,783 | 5.6% | $269.42万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $5,447.23万 | 4.31% | 272,239 | 7,929 | 3.0% | $158.65万 | 加仓 |
| — | BETTERWARE DE MEXC S A P I D | $5,871.88万 | 4.65% | 3,263,970 | -165,382 | -4.8% | -$297.52万 | 减仓 |
| MSFT | MICROSOFT CORP | $7,570.06万 | 5.99% | 202,940 | 7,308 | 3.7% | $272.60万 | 加仓 |
| AMZN | AMAZON COM INC | $9,517.06万 | 7.53% | 399,306 | 3,574 | 0.9% | $85.18万 | 加仓 |
| GOOGL | ALPHABET INC | $1.14亿 | 9.02% | 318,756 | -1,597 | -0.5% | -$57.07万 | 减仓 |
| AAPL | APPLE INC | $1.22亿 | 9.64% | 421,075 | 23,591 | 5.9% | $682.63万 | 加仓 |