MA Private Wealth
SAN CARLOS CA · SEC CIK 0001767474
$5.91亿2026Q1 申报市值
86持仓数
62.5%前十大占比 · 第一大 12.6%
5 / 2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
CORO 新建仓+$2,652.61万
SPTL 加仓+$1,945.82万
BND 加仓+$813.24万
NOW 新建仓+$266.65万
IVW 加仓+$189.35万
2026Q1 卖出最多 按季末市值估算
IGLB 减仓-$1,866.53万
EFV 减仓-$1,048.49万
MGC 减仓-$853.32万
IAU 减仓-$612.48万
SPEM 减仓-$539.39万
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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $7,470.07万 | 12.63% | 125,012 | 2,803 | 2.3% | $167.49万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $4,552.35万 | 7.70% | 782,460 | -1,089 | -0.1% | -$6.34万 | 减仓 |
| IVW | ISHARES TR | $4,415.13万 | 7.47% | 390,339 | 16,740 | 4.5% | $189.35万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $3,694.83万 | 6.25% | 1,404,877 | 739,855 | 111.3% | $1,945.82万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $3,636.17万 | 6.15% | 493,776 | 110,434 | 28.8% | $813.24万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $3,328.98万 | 5.63% | 169,673 | -8,626 | -4.8% | -$169.24万 | 减仓 |
| QUAL | ISHARES TR | $3,253.88万 | 5.50% | 169,641 | 554 | 0.3% | $10.63万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $2,652.61万 | 4.49% | 824,995 | 824,995 | — | $2,652.61万 | 新建仓 |
| SPEM | SPDR INDEX SHS FDS | $2,052.31万 | 3.47% | 437,500 | -114,984 | -20.8% | -$539.39万 | 减仓 |
| EFV | ISHARES TR | $1,913.84万 | 3.24% | 257,409 | -141,021 | -35.4% | -$1,048.49万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $1,753.45万 | 2.97% | 484,110 | 6,301 | 1.3% | $22.82万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $1,545.88万 | 2.61% | 469,158 | 19,030 | 4.2% | $62.70万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $1,483.67万 | 2.51% | 316,011 | 10,363 | 3.4% | $48.65万 | 加仓 |
| EFG | ISHARES TR | $1,220.90万 | 2.06% | 109,626 | -41,141 | -27.3% | -$458.19万 | 减仓 |
| IVV | ISHARES TR | $1,091.50万 | 1.85% | 16,710 | 63 | 0.4% | $4.12万 | 加仓 |
| USMV | ISHARES TR | $915.05万 | 1.55% | 98,668 | -172 | -0.2% | -$1.60万 | 减仓 |
| MGC | VANGUARD WORLD FD | $846.37万 | 1.43% | 35,810 | -36,104 | -50.2% | -$853.32万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $837.16万 | 1.42% | 108,469 | -7,266 | -6.3% | -$56.08万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $826.98万 | 1.40% | 334,133 | -15,237 | -4.4% | -$37.71万 | 减仓 |
| SHLD | GLOBAL X FDS | $819.51万 | 1.39% | 115,684 | -5,025 | -4.2% | -$35.60万 | 减仓 |
| IYW | ISHARES TR | $783.81万 | 1.33% | 43,204 | -464 | -1.1% | -$8.42万 | 减仓 |
| IAU | ISHARES GOLD TR | $769.44万 | 1.30% | 87,278 | -69,474 | -44.3% | -$612.48万 | 减仓 |
| HYDB | ISHARES TR | $724.96万 | 1.23% | 155,838 | -47,118 | -23.2% | -$219.19万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $681.92万 | 1.15% | 15,612 | 10 | 0.1% | $4,368 | 加仓 |
| XCEM | COLUMBIA ETF TR II | $671.90万 | 1.14% | 164,640 | -4,311 | -2.6% | -$17.59万 | 减仓 |
| ITOT | ISHARES TR | $517.41万 | 0.87% | 36,327 | -7 | -0.0% | -$997 | 减仓 |
| AAPL | APPLE INC | $464.77万 | 0.79% | 18,313 | 1,232 | 7.2% | $31.27万 | 加仓 |
| ESGU | ISHARES TR | $326.71万 | 0.55% | 23,102 | -97 | -0.4% | -$1.37万 | 减仓 |
| EMXC | ISHARES INC | $267.40万 | 0.45% | 33,995 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $266.65万 | 0.45% | 25,505 | 25,505 | — | $266.65万 | 新建仓 |
| TLT | ISHARES TR | $259.25万 | 0.44% | 29,905 | -3,541 | -10.6% | -$30.70万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $255.30万 | 0.43% | 49,163 | 568 | 1.2% | $2.95万 | 加仓 |
| IXN | ISHARES TR | $242.70万 | 0.41% | 24,277 | -206 | -0.8% | -$2.06万 | 减仓 |
| MBB | ISHARES TR | $228.11万 | 0.39% | 24,024 | 1,784 | 8.0% | $16.94万 | 加仓 |
| VLUE | ISHARES TR | $210.92万 | 0.36% | 14,834 | 2,930 | 24.6% | $41.66万 | 加仓 |
| LCTU | BLACKROCK ETF TRUST | $204.27万 | 0.35% | 29,124 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $202.06万 | 0.34% | 9,569 | 2,041 | 27.1% | $43.10万 | 加仓 |
| GOVT | ISHARES TR | $194.92万 | 0.33% | 85,079 | 7,033 | 9.0% | $16.11万 | 加仓 |
| IXUS | ISHARES TR | $188.49万 | 0.32% | 21,756 | -1,362 | -5.9% | -$11.80万 | 减仓 |
| IEFA | ISHARES TR | $186.26万 | 0.31% | 20,575 | 1,527 | 8.0% | $13.82万 | 加仓 |
| GOOG | ALPHABET INC | $173.35万 | 0.29% | 6,043 | 180 | 3.1% | $5.16万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $168.31万 | 0.28% | 2,588 | 204 | 8.6% | $13.27万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $147.00万 | 0.25% | 7,226 | 226 | 3.2% | $4.60万 | 加仓 |
| DSI | ISHARES TR | $131.48万 | 0.22% | 10,849 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES TR | $119.08万 | 0.20% | 4,962 | -905 | -15.4% | -$21.72万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $119.04万 | 0.20% | 23,832 | 295 | 1.3% | $1.47万 | 加仓 |
| SYSB | ISHARES TR | $117.99万 | 0.20% | 13,257 | 13,257 | — | $117.99万 | 新建仓 |
| IVLU | ISHARES TR | $109.44万 | 0.19% | 27,580 | -46 | -0.2% | -$1,825 | 减仓 |
| IWF | ISHARES TR | $105.96万 | 0.18% | 2,485 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $105.94万 | 0.18% | 4,926 | 0 | 0.0% | — | 不变 |
| USXF | ISHARES TR | $105.81万 | 0.18% | 19,169 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $92.03万 | 0.16% | 2,724 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $91.90万 | 0.16% | 2,472 | 1,535 | 163.8% | $57.06万 | 加仓 |
| HEFA | ISHARES TR | $89.92万 | 0.15% | 21,161 | -1,675 | -7.3% | -$7.12万 | 减仓 |
| IEV | ISHARES TR | $89.14万 | 0.15% | 13,121 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $84.60万 | 0.14% | 13,202 | -325 | -2.4% | -$2.08万 | 减仓 |
| VB | VANGUARD INDEX FDS | $80.46万 | 0.14% | 3,072 | -36 | -1.2% | -$9,429 | 减仓 |
| AVGO | BROADCOM INC | $80.29万 | 0.14% | 2,594 | -13 | -0.5% | -$4,024 | 减仓 |
| SUSC | ISHARES TR | $75.65万 | 0.13% | 32,696 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $72.60万 | 0.12% | 3,509 | -81 | -2.3% | -$1.68万 | 减仓 |
| AMZN | AMAZON COM INC | $68.02万 | 0.12% | 3,266 | 1,603 | 96.4% | $33.39万 | 加仓 |
| MSFT | MICROSOFT CORP | $63.00万 | 0.11% | 1,702 | 132 | 8.4% | $4.89万 | 加仓 |
| DMXF | ISHARES TR | $60.34万 | 0.10% | 7,997 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $58.19万 | 0.10% | 3,430 | -36 | -1.0% | -$6,108 | 减仓 |
| ESGE | ISHARES INC | $55.00万 | 0.09% | 12,096 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $48.71万 | 0.08% | 1,366 | -78 | -5.4% | -$2.78万 | 减仓 |
| IGSB | ISHARES TR | $48.58万 | 0.08% | 9,243 | -757 | -7.6% | -$3.98万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $47.92万 | 0.08% | 1,977 | -224 | -10.2% | -$5.43万 | 减仓 |
| EAGG | ISHARES TR | $47.52万 | 0.08% | 9,993 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR | $46.12万 | 0.08% | 1,450 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $45.18万 | 0.08% | 2,591 | 684 | 35.9% | $11.93万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $42.32万 | 0.07% | 6,908 | 0 | 0.0% | — | 不变 |
| IGLB | ISHARES TR | $36.70万 | 0.06% | 7,395 | -376,088 | -98.1% | -$1,866.53万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $36.32万 | 0.06% | 1,486 | 19 | 1.3% | $4,644 | 加仓 |
| LCTD | BLACKROCK ETF TRUST | $35.28万 | 0.06% | 6,381 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR INDEX SHS FDS | $33.05万 | 0.06% | 7,240 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $32.32万 | 0.05% | 2,197 | 31 | 1.4% | $4,561 | 加仓 |
| NFLX | NETFLIX INC. | $29.45万 | 0.05% | 3,063 | 2,859 | 1,401.5% | $27.49万 | 重新持有 |
| RBLX | ROBLOX CORP | $25.71万 | 0.04% | 4,545 | 4,545 | — | $25.71万 | 新建仓 |
| ABBV | ABBVIE INC | $25.16万 | 0.04% | 1,157 | 13 | 1.1% | $2,827 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $24.98万 | 0.04% | 1,687 | 0 | 0.0% | — | 不变 |
| ESGD | ISHARES TR | $22.99万 | 0.04% | 2,404 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $22.77万 | 0.04% | 398 | 398 | — | $22.77万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $21.68万 | 0.04% | 737 | 16 | 2.2% | $4,707 | 加仓 |
| VTI | VANGUARD INDEX FDS | $21.56万 | 0.04% | 672 | 0 | 0.0% | — | 不变 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $20.24万 | 0.03% | 3,837 | 0 | 0.0% | — | 不变 |
| IGEB | ISHARES TR | $0 | 0.00% | 0 | -21,063 | -100.0% | -$96.17万 | 清仓 |
| VO | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -1,094 | -100.0% | -$31.75万 | 清仓 |
| GE | GE AEROSPACE | $0 | 0.00% | 0 | — | — | — | 申报中断 |