MRA Advisory Group
PARSIPPANY NJ · SEC CIK 0001841816
$2.76亿2026Q2 申报市值
159持仓数
41.8%前十大占比 · 第一大 6.4%
37 / 22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
MO 新建仓+$210.08万
ALAB 新建仓+$173.59万
CSCO 加仓+$161.39万
CRDO 新建仓+$146.99万
DOCN 新建仓+$145.99万
2026Q2 卖出最多 按季末市值估算
NVDA 减仓-$279.54万
META 减仓-$190.61万
MSFT 减仓-$175.21万
EWY 减仓-$139.05万
APLD 减仓-$138.65万
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 |
|---|---|---|---|---|---|---|---|---|
| VGK | VANGUARD INTL EQUITY INDEX F | $1,756.01万 | 6.37% | 198,329 | 5,540 | 2.9% | $49.05万 | 加仓 |
| DJD | INVESCO EXCHANGE TRADED FD T | $1,601.99万 | 5.81% | 252,799 | 3,870 | 1.6% | $24.52万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $1,249.25万 | 4.53% | 247,424 | 4,978 | 2.1% | $25.13万 | 加仓 |
| QUAL | ISHARES TR | $1,149.81万 | 4.17% | 52,400 | 1,264 | 2.5% | $27.74万 | 加仓 |
| BOND | PIMCO ETF TR | $1,104.95万 | 4.01% | 119,830 | 3,372 | 2.9% | $31.09万 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $1,045.87万 | 3.79% | 259,585 | 6,807 | 2.7% | $27.43万 | 加仓 |
| EWY | ISHARES INC | $965.70万 | 3.50% | 47,831 | -6,887 | -12.6% | -$139.05万 | 减仓 |
| ITA | ISHARES TR | $920.12万 | 3.34% | 37,956 | 363 | 1.0% | $8.80万 | 加仓 |
| QQQE | DIREXION SHARES ETF TRUST | $887.20万 | 3.22% | 72,715 | 743 | 1.0% | $9.07万 | 加仓 |
| IVV | ISHARES TR | $861.49万 | 3.12% | 11,504 | -173 | -1.5% | -$12.96万 | 减仓 |
| KBE | SPDR SERIES TRUST | $768.39万 | 2.79% | 112,634 | 5,234 | 4.9% | $35.71万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $737.75万 | 2.67% | 148,202 | 2,550 | 1.8% | $12.69万 | 加仓 |
| ISCG | ISHARES TR | $726.28万 | 2.63% | 110,815 | 1,063 | 1.0% | $6.97万 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $584.14万 | 2.12% | 86,874 | 1,855 | 2.2% | $12.47万 | 加仓 |
| GDXJ | VANECK ETF TRUST | $561.65万 | 2.04% | 57,166 | 1,829 | 3.3% | $17.97万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $551.94万 | 2.00% | 41,421 | -1,568 | -3.6% | -$20.89万 | 减仓 |
| PAVE | GLOBAL X FDS | $513.53万 | 1.86% | 87,157 | -1,603 | -1.8% | -$9.44万 | 减仓 |
| VPU | VANGUARD WORLD FD | $473.03万 | 1.71% | 24,168 | -144 | -0.6% | -$2.82万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $444.45万 | 1.61% | 83,685 | -1,494 | -1.8% | -$7.93万 | 减仓 |
| AAPL | APPLE INC | $433.83万 | 1.57% | 14,993 | -2,729 | -15.4% | -$78.97万 | 减仓 |
| AMZN | AMAZON COM INC | $347.65万 | 1.26% | 14,586 | -1,624 | -10.0% | -$38.71万 | 减仓 |
| BE | BLOOM ENERGY CORP | $308.63万 | 1.12% | 10,196 | 4,750 | 87.2% | $143.78万 | 加仓 |
| MSFT | MICROSOFT CORP | $302.19万 | 1.10% | 8,101 | -4,697 | -36.7% | -$175.21万 | 减仓 |
| XEVTX | EATON VANCE TAX ADVT DIV INC | $246.73万 | 0.89% | 89,137 | 1,704 | 1.9% | $4.72万 | 加仓 |
| GOOG | ALPHABET INC | $244.83万 | 0.89% | 6,929 | -2,576 | -27.1% | -$91.02万 | 减仓 |
| WMT | WALMART INC | $224.99万 | 0.82% | 19,865 | 5,721 | 40.4% | $64.79万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $216.40万 | 0.78% | 10,815 | -13,971 | -56.4% | -$279.54万 | 减仓 |
| CSCO | CISCO SYS INC | $210.69万 | 0.76% | 17,937 | 13,740 | 327.4% | $161.39万 | 加仓 |
| MO | ALTRIA GROUP INC | $210.08万 | 0.76% | 29,199 | 29,199 | — | $210.08万 | 新建仓 |
| ABBV | ABBVIE INC | $198.38万 | 0.72% | 7,883 | 5,215 | 195.5% | $131.24万 | 加仓 |
| NPO | ENPRO INC | $183.19万 | 0.66% | 4,860 | 0 | 0.0% | — | 不变 |
| GH | GUARDANT HEALTH INC | $180.42万 | 0.65% | 12,026 | 706 | 6.2% | $10.59万 | 加仓 |
| AVGO | BROADCOM INC | $177.36万 | 0.64% | 4,695 | -499 | -9.6% | -$18.85万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $175.36万 | 0.64% | 5,238 | -2,027 | -27.9% | -$67.86万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $174.40万 | 0.63% | 2,032 | -378 | -15.7% | -$32.44万 | 减仓 |
| PHYL | PGIM ETF TR | $173.68万 | 0.63% | 49,794 | -1,920 | -3.7% | -$6.70万 | 减仓 |
| ALAB | ASTERA LABS INC | $173.59万 | 0.63% | 3,594 | 3,594 | — | $173.59万 | 新建仓 |
| — | DBX ETF TR | $173.22万 | 0.63% | 36,978 | -1,651 | -4.3% | -$7.73万 | 减仓 |
| META | META PLATFORMS INC | $171.68万 | 0.62% | 3,048 | -3,384 | -52.6% | -$190.61万 | 减仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $163.79万 | 0.59% | 98,079 | 3,263 | 3.4% | $5.45万 | 加仓 |
| CVX | CHEVRON CORPORATION | $160.89万 | 0.58% | 9,706 | 7,826 | 416.3% | $129.73万 | 加仓 |
| HD | HOME DEPOT INC | $155.59万 | 0.56% | 4,412 | 3,321 | 304.4% | $117.11万 | 加仓 |
| KO | COCA COLA CO | $154.25万 | 0.56% | 18,980 | 14,990 | 375.7% | $121.82万 | 加仓 |
| AMGN | AMGEN INC | $154.14万 | 0.56% | 4,256 | 3,454 | 430.7% | $125.09万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $146.99万 | 0.53% | 5,405 | 5,405 | — | $146.99万 | 新建仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $145.99万 | 0.53% | 9,297 | 9,297 | — | $145.99万 | 新建仓 |
| CAT | CATERPILLAR INC | $140.76万 | 0.51% | 1,322 | -169 | -11.3% | -$17.99万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $136.28万 | 0.49% | 23,652 | 23,652 | — | $136.28万 | 新建仓 |
| C | CITIGROUP INC | $134.08万 | 0.49% | 9,580 | 7,393 | 338.0% | $103.47万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $124.56万 | 0.45% | 1,668 | -570 | -25.5% | -$42.57万 | 减仓 |
| GE | GE AEROSPACE | $123.03万 | 0.45% | 3,292 | 1,596 | 94.1% | $59.65万 | 加仓 |
| MOD | MODINE MFG CO | $115.39万 | 0.42% | 4,322 | -1,239 | -22.3% | -$33.08万 | 减仓 |
| CACI | CACI INTL INC | $113.32万 | 0.41% | 2,446 | 2,446 | — | $113.32万 | 新建仓 |
| AXON | AXON ENTERPRISE INC | $112.46万 | 0.41% | 2,006 | -1,577 | -44.0% | -$88.41万 | 减仓 |
| COP | CONOCOPHILLIPS | $110.95万 | 0.40% | 10,672 | 10,672 | — | $110.95万 | 新建仓 |
| GEV | GE VERNOVA INC | $103.21万 | 0.37% | 878 | 878 | — | $103.21万 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $101.85万 | 0.37% | 12,550 | 9 | 0.1% | $730 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $100.62万 | 0.36% | 2,421 | -386 | -13.8% | -$16.04万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $96.59万 | 0.35% | 2,951 | -2,735 | -48.1% | -$89.52万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $92.13万 | 0.33% | 16,313 | 21 | 0.1% | $1,186 | 加仓 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | $88.90万 | 0.32% | 12,747 | 12,747 | — | $88.90万 | 新建仓 |
| APH | AMPHENOL CORP | $88.12万 | 0.32% | 4,998 | 1,458 | 41.2% | $25.71万 | 加仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $77.55万 | 0.28% | 31,512 | 31,512 | — | $77.55万 | 新建仓 |
| — | EXXON MOBIL CORP | $72.27万 | 0.26% | 5,286 | -1,703 | -24.4% | -$23.28万 | 减仓 |
| NXT | NEXTPOWER INC | $71.50万 | 0.26% | 6,001 | 6,001 | — | $71.50万 | 新建仓 |
| HTD | HANCOCK JOHN TAX-ADVANTAGED | $70.30万 | 0.25% | 27,579 | -43 | -0.2% | -$1,096 | 减仓 |
| PFS | PROVIDENT FINL SVCS INC | $69.90万 | 0.25% | 29,570 | 312 | 1.1% | $7,376 | 加仓 |
| AEIS | ADVANCED ENERGY INDS | $67.42万 | 0.24% | 1,808 | 1,808 | — | $67.42万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $66.09万 | 0.24% | 15,610 | 4,459 | 40.0% | $18.88万 | 加仓 |
| FORM | FORMFACTOR INC | $65.82万 | 0.24% | 4,116 | 4,116 | — | $65.82万 | 新建仓 |
| SMH | VANECK ETF TRUST | $64.54万 | 0.23% | 984 | -83 | -7.8% | -$5.44万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $61.36万 | 0.22% | 5,259 | -6,042 | -53.5% | -$70.49万 | 减仓 |
| APLD | APPLIED DIGITAL CORP | $60.87万 | 0.22% | 16,320 | -37,171 | -69.5% | -$138.65万 | 减仓 |
| GOOGL | ALPHABET INC | $59.04万 | 0.21% | 1,652 | -12 | -0.7% | -$4,289 | 减仓 |
| SKY | CHAMPION HOMES INC | $57.60万 | 0.21% | 6,536 | 6,536 | — | $57.60万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $57.12万 | 0.21% | 776 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $56.80万 | 0.21% | 4,420 | 1,352 | 44.1% | $17.37万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $55.10万 | 0.20% | 1,082 | 526 | 94.6% | $26.79万 | 加仓 |
| VSAT | VIASAT INC | $54.72万 | 0.20% | 6,093 | 6,093 | — | $54.72万 | 新建仓 |
| OKLO | OKLO INC | $54.66万 | 0.20% | 10,446 | -13,699 | -56.7% | -$71.69万 | 减仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $51.55万 | 0.19% | 11,520 | 43 | 0.4% | $1,924 | 加仓 |
| MA | MASTERCARD INCORPORATED | $50.28万 | 0.18% | 979 | -329 | -25.2% | -$16.90万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $49.14万 | 0.18% | 4,571 | 1,879 | 69.8% | $20.20万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $46.96万 | 0.17% | 1,849 | -908 | -32.9% | -$23.06万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $46.58万 | 0.17% | 1,657 | -296 | -15.2% | -$8.32万 | 减仓 |
| IYH | ISHARES TR | $46.47万 | 0.17% | 6,935 | 4 | 0.1% | $268 | 加仓 |
| DSI | ISHARES TR | $44.53万 | 0.16% | 3,127 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $44.02万 | 0.16% | 1,283 | -635 | -33.1% | -$21.79万 | 减仓 |
| SUPN | INDIVIOR PHARMACEUTICALS INC | $43.37万 | 0.16% | 10,570 | 10,570 | — | $43.37万 | 新建仓 |
| GL | GLOBE LIFE INC | $41.30万 | 0.15% | 2,311 | 2,311 | — | $41.30万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $41.06万 | 0.15% | 1,034 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $40.84万 | 0.15% | 1,370 | 1,370 | — | $40.84万 | 新建仓 |
| MDLZ | MONDELEZ INTL INC | $40.75万 | 0.15% | 7,045 | 50 | 0.7% | $2,892 | 加仓 |
| PTL | NORTHERN LTS FD TR IV | $40.06万 | 0.15% | 1,400 | 92 | 7.0% | $2.63万 | 加仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $39.95万 | 0.14% | 8,012 | -20,876 | -72.3% | -$104.09万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $38.34万 | 0.14% | 660 | 660 | — | $38.34万 | 新建仓 |
| IVW | ISHARES TR | $37.89万 | 0.14% | 2,755 | 2 | 0.1% | $275 | 加仓 |
| SPYX | SPDR SERIES TRUST | $37.57万 | 0.14% | 6,149 | -78 | -1.3% | -$4,766 | 减仓 |
| PGR | PROGRESSIVE CORP | $37.09万 | 0.13% | 1,698 | 1 | 0.1% | $218 | 加仓 |
| VSEC | VSE CORP | $36.28万 | 0.13% | 1,588 | 1,588 | — | $36.28万 | 新建仓 |