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 |
|---|---|---|---|---|---|---|---|---|
| CDNS | CADENCE DESIGN SYSTEM INC | $102.84万 | 0.08% | 2,740 | -230 | -7.7% | -$8.63万 | 减仓 |
| SUSA | ISHARES TR | $98.21万 | 0.08% | 6,365 | 0 | 0.0% | — | 不变 |
| IYT | ISHARES TR | $97.85万 | 0.08% | 11,280 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $97.77万 | 0.08% | 7,874 | -2 | -0.0% | -$248 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $96.70万 | 0.08% | 16,615 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $94.95万 | 0.08% | 4,260 | 0 | 0.0% | — | 不变 |
| CFR | CULLEN FROST BANKERS INC | $93.79万 | 0.07% | 6,070 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $93.46万 | 0.07% | 2,650 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES TR | $88.22万 | 0.07% | 8,088 | 620 | 8.3% | $6.76万 | 加仓 |
| IEF | ISHARES TR | $87.99万 | 0.07% | 9,304 | -1,925 | -17.1% | -$18.20万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $87.25万 | 0.07% | 14,793 | 0 | 0.0% | — | 不变 |
| SLQD | ISHARES TR | $85.45万 | 0.07% | 16,964 | 0 | 0.0% | — | 不变 |
| SPSB | SPDR SERIES TRUST | $83.20万 | 0.07% | 27,725 | 0 | 0.0% | — | 不变 |
| TOPT | ISHARES TR | $82.30万 | 0.07% | 25,000 | 25,000 | — | $82.30万 | 新建仓 |
| ET | ENERGY TRANSFER L P | $80.12万 | 0.06% | 41,905 | 0 | 0.0% | — | 不变 |
| FLOT | ISHARES TR | $78.80万 | 0.06% | 15,435 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $72.17万 | 0.06% | 6,737 | 587 | 9.5% | $6.29万 | 加仓 |
| CVS | CVS HEALTH CORP | $72.16万 | 0.06% | 6,975 | 0 | 0.0% | — | 不变 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $71.24万 | 0.06% | 2,691 | 0 | 0.0% | — | 不变 |
| SHYG | ISHARES TR | $70.84万 | 0.06% | 16,703 | 70 | 0.4% | $2,969 | 加仓 |
| NVO | NOVO-NORDISK A S | $70.14万 | 0.06% | 14,630 | -2,940 | -16.7% | -$14.09万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $67.05万 | 0.05% | 4,243 | 438 | 11.5% | $6.92万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $66.08万 | 0.05% | 2,602 | 0 | 0.0% | — | 不变 |
| LVS | LAS VEGAS SANDS CORP | $65.59万 | 0.05% | 14,200 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $63.75万 | 0.05% | 10,680 | 690 | 6.9% | $4.12万 | 加仓 |
| NKE | NIKE INC | $60.95万 | 0.05% | 14,702 | 0 | 0.0% | — | 不变 |
| TKO | TKO GROUP HOLDINGS INC | $60.49万 | 0.05% | 3,005 | 0 | 0.0% | — | 不变 |
| CHRW | C H ROBINSON WORLDWIDE IN | $60.47万 | 0.05% | 3,200 | 0 | 0.0% | — | 不变 |
| BIL | SPDR SERIES TRUST | $58.13万 | 0.05% | 6,343 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $57.19万 | 0.05% | 3,450 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $55.65万 | 0.04% | 1,323 | -203 | -13.3% | -$8.54万 | 减仓 |
| URBN | URBAN OUTFITTERS INC | $55.38万 | 0.04% | 7,815 | 0 | 0.0% | — | 不变 |
| USHY | ISHARES TR | $53.46万 | 0.04% | 14,440 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC | $52.94万 | 0.04% | 2,080 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS INC | $52.02万 | 0.04% | 3,740 | 0 | 0.0% | — | 不变 |
| FALN | ISHARES TR | $52.01万 | 0.04% | 19,095 | 2,805 | 17.2% | $7.64万 | 加仓 |
| IHI | ISHARES TR | $51.56万 | 0.04% | 10,435 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $49.77万 | 0.04% | 7,275 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES TR | $48.78万 | 0.04% | 5,644 | 0 | 0.0% | — | 不变 |
| FDXF | FEDEX FGHT HLDG CO INC | $45.86万 | 0.04% | 3,037 | 3,037 | — | $45.86万 | 新建仓 |
| NU | NU HLDGS LTD | $44.96万 | 0.04% | 33,655 | 0 | 0.0% | — | 不变 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $43.79万 | 0.03% | 9,000 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES TR | $43.17万 | 0.03% | 3,919 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $41.03万 | 0.03% | 3,950 | 0 | 0.0% | — | 不变 |
| IEV | ISHARES TR | $40.80万 | 0.03% | 5,600 | 0 | 0.0% | — | 不变 |
| IETC | ISHARES U S ETF TR | $40.51万 | 0.03% | 3,774 | 0 | 0.0% | — | 不变 |
| STWD | STARWOOD PPTY TR INC | $40.48万 | 0.03% | 24,715 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $39.48万 | 0.03% | 11,860 | 0 | 0.0% | — | 不变 |
| IXJ | ISHARES TR | $38.37万 | 0.03% | 3,900 | 0 | 0.0% | — | 不变 |
| BOTZ | GLOBAL X FDS | $37.96万 | 0.03% | 10,000 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $37.75万 | 0.03% | 1,686 | -2,316 | -57.9% | -$51.86万 | 重新持有 |
| HONA | HONEYWELL AEROSPACE INC | $37.27万 | 0.03% | 1,686 | 1,686 | — | $37.27万 | 新建仓 |
| GRAB | GRAB HOLDINGS LIMITED | $36.37万 | 0.03% | 96,485 | 3,135 | 3.4% | $1.18万 | 加仓 |
| MINT | PIMCO ETF TR | $35.84万 | 0.03% | 3,555 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $35.42万 | 0.03% | 8,202 | -400 | -4.7% | -$1.73万 | 减仓 |
| TLH | ISHARES TR | $35.00万 | 0.03% | 3,488 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO EXCH TRADED FD TR II | $34.69万 | 0.03% | 1,145 | 1,145 | — | $34.69万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $34.27万 | 0.03% | 590 | 590 | — | $34.27万 | 新建仓 |
| MBB | ISHARES TR | $33.56万 | 0.03% | 3,551 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $32.56万 | 0.03% | 880 | 0 | 0.0% | — | 不变 |
| HYG | ISHARES TR | $30.59万 | 0.02% | 3,825 | 0 | 0.0% | — | 不变 |
| ONON | ON HLDG AG | $29.06万 | 0.02% | 8,205 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $28.95万 | 0.02% | 1,275 | 0 | 0.0% | — | 不变 |
| MCHI | ISHARES TR | $27.30万 | 0.02% | 5,350 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $27.10万 | 0.02% | 380 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC | $26.96万 | 0.02% | 1,248 | 0 | 0.0% | — | 不变 |
| MLPX | GLOBAL X FDS | $26.08万 | 0.02% | 3,540 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $25.83万 | 0.02% | 2,400 | 0 | 0.0% | — | 不变 |
| EWZ | ISHARES INC | $25.37万 | 0.02% | 7,355 | 0 | 0.0% | — | 不变 |
| SE | SEA LTD | $23.66万 | 0.02% | 2,469 | 0 | 0.0% | — | 不变 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $23.13万 | 0.02% | 50,897 | 50,897 | — | $23.13万 | 新建仓 |
| REGN | REGENERON PHARMACEUTICALS | $23.07万 | 0.02% | 370 | 0 | 0.0% | — | 不变 |
| LULU | LULULEMON ATHLETICA INC | $22.85万 | 0.02% | 2,001 | 0 | 0.0% | — | 不变 |
| EEMA | ISHARES INC | $22.81万 | 0.02% | 1,950 | 1,950 | — | $22.81万 | 新建仓 |
| EMBJ | EMBRAER S.A. | $22.04万 | 0.02% | 3,455 | 0 | 0.0% | — | 不变 |
| IBOC | INTERNATIONAL BANCSHARES COR | $20.26万 | 0.02% | 2,667 | -3,000 | -52.9% | -$22.79万 | 重新持有 |
| MRNA | MODERNA INC | $20.03万 | 0.02% | 2,860 | 2,860 | — | $20.03万 | 新建仓 |
| DXJ | WISDOMTREE TR | $0 | 0.00% | 0 | -35,417 | -100.0% | -$561.64万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -3,372 | -100.0% | -$76.22万 | 清仓 |
| HEDJ | WISDOMTREE TR | $0 | 0.00% | 0 | -12,990 | -100.0% | -$67.94万 | 清仓 |
| WDC | WESTERN DIGITAL CORP | $0 | 0.00% | 0 | -1,255 | -100.0% | -$33.95万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -670 | -100.0% | -$28.97万 | 清仓 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | -9,308 | -100.0% | -$26.14万 | 清仓 |
| NVS | NOVARTIS AG | $0 | 0.00% | 0 | -1,492 | -100.0% | -$22.79万 | 清仓 |
| KO | COCA COLA CO | $0 | 0.00% | 0 | -2,800 | -100.0% | -$21.44万 | 清仓 |