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 |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $39.81万 | 0.10% | 13,526 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $39.40万 | 0.10% | 4,079 | 0 | 0.0% | — | 不变 |
| IREN | IREN LIMITED ORDINARY SHARES | $34.71万 | 0.09% | 7,591 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD TOTAL WORLD STOCK ETF | $34.00万 | 0.08% | 2,166 | -106 | -4.7% | -$1.66万 | 减仓 |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $32.12万 | 0.08% | 2,349 | 2,349 | — | $32.12万 | 新建仓 |
| MMM | 3M CO COM | $30.91万 | 0.08% | 1,909 | 0 | 0.0% | — | 不变 |
| SMH | VANECK SEMICONDUCTOR ETF | $30.17万 | 0.07% | 460 | 0 | 0.0% | — | 重新持有 |
| JNJ | JOHNSON & JOHNSON COM | $30.04万 | 0.07% | 1,183 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P COM UT LTD PTN | $26.74万 | 0.07% | 13,987 | 3,134 | 28.9% | $5.99万 | 加仓 |
| PIPR | PIPER SANDLER COMPANIES COM NEW | $25.98万 | 0.06% | 3,592 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO COM | $25.88万 | 0.06% | 408 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $23.94万 | 0.06% | 6,626 | -8 | -0.1% | -$289 | 重新持有 |
| BAC | BANK OF AMER CORP COM | $21.56万 | 0.05% | 3,785 | 1 | 0.0% | $57 | 重新持有 |
| GGG | GRACO INC COM | $21.00万 | 0.05% | 2,778 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC CL B | $20.67万 | 0.05% | 5,036 | 4,238 | 531.1% | $17.40万 | 重新持有 |
| CLSK | CLEANSPARK INC COM NEW | $18.61万 | 0.05% | 12,790 | 0 | 0.0% | — | 不变 |
| UAMY | UNITED STATES ANTIMONY CORP COM | $18.15万 | 0.04% | 25,000 | 0 | 0.0% | — | 不变 |
| MNTN | MNTN INC CL A | $10.11万 | 0.02% | 10,991 | -1,023 | -8.5% | -$9,412 | 减仓 |
| CRM | SALESFORCE INC COM | $0 | 0.00% | 0 | -16,974 | -100.0% | -$316.85万 | 清仓 |
| — | EXXON MOBIL CORP COM | $0 | 0.00% | 0 | -2,489 | -100.0% | -$42.23万 | 清仓 |
| SOFI | SOFI TECHNOLOGIES INC COM | $0 | 0.00% | 0 | -19,471 | -100.0% | -$30.92万 | 清仓 |
| SMR | NUSCALE PWR CORP CL A COM | $0 | 0.00% | 0 | -20,601 | -100.0% | -$22.33万 | 清仓 |
| NFLX | NETFLIX INC. COM | $0 | 0.00% | 0 | -2,111 | -100.0% | -$20.30万 | 清仓 |
| SANA | SANA BIOTECHNOLOGY INC COM | $0 | 0.00% | 0 | -55,000 | -100.0% | -$15.84万 | 清仓 |
| JMIA | JUMIA TECHNOLOGIES AG SPONSORED ADS | $0 | 0.00% | 0 | -20,000 | -100.0% | -$13.80万 | 清仓 |
| QUBT | QUANTUM COMPUTING INC COM | $0 | 0.00% | 0 | -16,900 | -100.0% | -$11.58万 | 清仓 |