Modus Advisors, LLC
EXCELSIOR MN · SEC CIK 0001799284
$4.05亿2026Q2 申报市值
118持仓数
30.5%前十大占比 · 第一大 5.2%
3 / 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
SPCX 新建仓+$220.92万
MU 重新持有+$112.94万
IBIT 加仓+$85.85万
CRWV 加仓+$82.02万
IBM 加仓+$44.09万
2026Q2 卖出最多 按季末市值估算
CRM 清仓-$316.85万
ARM 减仓-$177.28万
QQQ 减仓-$74.23万
CAT 减仓-$68.48万
PANW 减仓-$48.60万
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 |
|---|---|---|---|---|---|---|---|---|
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | $552.05万 | 1.36% | 57,231 | -1,642 | -2.8% | -$15.84万 | 减仓 |
| IYJ | ISHARES U.S. INDUSTRIALS ETF | $568.70万 | 1.40% | 34,126 | 73 | 0.2% | $1.22万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $587.08万 | 1.45% | 7,693 | -189 | -2.4% | -$14.42万 | 减仓 |
| VOO | VANGUARD S&P 500 ETF | $596.45万 | 1.47% | 8,684 | 68 | 0.8% | $4.67万 | 加仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $608.67万 | 1.50% | 61,494 | 2,203 | 3.7% | $21.81万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $626.19万 | 1.55% | 188,102 | 25,789 | 15.9% | $85.85万 | 加仓 |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | $642.46万 | 1.59% | 78,243 | 2,190 | 2.9% | $17.98万 | 加仓 |
| ABBV | ABBVIE INC COM | $647.02万 | 1.60% | 25,712 | 71 | 0.3% | $1.79万 | 加仓 |
| COWZ | PACER US CASH COWS 100 ETF | $718.50万 | 1.77% | 115,515 | 713 | 0.6% | $4.43万 | 加仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $741.58万 | 1.83% | 10,070 | -1,008 | -9.1% | -$74.23万 | 减仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $748.53万 | 1.85% | 35,180 | 754 | 2.2% | $16.04万 | 加仓 |
| LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | $756.47万 | 1.87% | 69,356 | 1,181 | 1.7% | $12.88万 | 加仓 |
| FESM | FIDELITY ENHANCED SMALL CAP CORE ETF | $853.06万 | 2.11% | 176,654 | 566 | 0.3% | $2.73万 | 加仓 |
| AAPL | APPLE INC COM | $882.55万 | 2.18% | 30,500 | -573 | -1.8% | -$16.58万 | 减仓 |
| JPM | JPMORGAN CHASE & CO COM | $897.92万 | 2.22% | 27,432 | 185 | 0.7% | $6.06万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC COM | $911.21万 | 2.25% | 26,720 | -1,425 | -5.1% | -$48.60万 | 减仓 |
| AMZN | AMAZON COM INC COM | $920.39万 | 2.27% | 38,617 | -166 | -0.4% | -$3.96万 | 减仓 |
| ARM | ARM HOLDINGS PLC SPONSORED ADS | $971.49万 | 2.40% | 27,399 | -5,000 | -15.4% | -$177.28万 | 减仓 |
| JIVE | JPMORGAN INTERNATIONAL VALUE ETF | $1,004.08万 | 2.48% | 109,194 | 1,946 | 1.8% | $17.89万 | 加仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $1,075.01万 | 2.65% | 141,840 | 1,927 | 1.4% | $14.60万 | 加仓 |
| CAT | CATERPILLAR INC COM | $1,116.17万 | 2.76% | 10,481 | -643 | -5.8% | -$68.48万 | 减仓 |
| NVDA | NVIDIA CORPORATION COM | $1,166.67万 | 2.88% | 58,307 | -1,344 | -2.3% | -$26.89万 | 减仓 |
| GOOG | ALPHABET INC CAP STK CL C | $1,188.53万 | 2.93% | 33,638 | -721 | -2.1% | -$25.48万 | 减仓 |
| VTI | VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | $1,307.59万 | 3.23% | 35,337 | -78 | -0.2% | -$2.89万 | 减仓 |
| QQQM | INVESCO NASDAQ 100 ETF | $1,501.70万 | 3.71% | 49,566 | -569 | -1.1% | -$17.24万 | 减仓 |
| IAU | ISHARES GOLD TRUST | $2,090.34万 | 5.16% | 276,829 | 3,557 | 1.3% | $26.86万 | 加仓 |