MRA Advisory Group
PARSIPPANY NJ · SEC CIK 0001841816
$2.45亿2026Q1 申报市值
142持仓数
42.4%前十大占比 · 第一大 6.5%
13 / 5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
EWY 加仓+$636.64万
ISCG 新建仓+$601.44万
VWOB 新建仓+$558.49万
JAAA 加仓+$77.44万
BOND 加仓+$77.35万
2026Q1 卖出最多 按季末市值估算
IVV 减仓-$545.28万
QQQE 减仓-$513.66万
LMBS 减仓-$434.25万
XLE 减仓-$49.71万
GDXJ 减仓-$43.21万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -4,622 | -100.0% | -$22.95万 | 清仓 |
| CLOZ | SERIES PORTFOLIOS TR | $0 | 0.00% | 0 | -8,166 | -100.0% | -$21.62万 | 清仓 |
| LDOS | LEIDOS HOLDINGS INC | $0 | 0.00% | 0 | -1,161 | -100.0% | -$20.95万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -369 | -100.0% | -$20.90万 | 清仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KBWB | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | -787 | -100.0% | -$20.24万 | 清仓 |
| — | NEUBERGER HIGH YIELD ST FD I | $147 | 0.00% | 18,337 | 18,337 | — | $147 | 新建仓 |
| PLUG | PLUG PWR INC | $2.33万 | 0.01% | 10,289 | 0 | 0.0% | — | 不变 |
| — | PIMCO STRATEGIC INCOME FD | $6.54万 | 0.03% | 12,202 | 53 | 0.4% | $284 | 加仓 |
| USA | LIBERTY ALL STAR EQUITY FD | $7.92万 | 0.03% | 14,263 | 809 | 6.0% | $4,490 | 加仓 |
| AVAV | AEROVIRONMENT INC 看涨期权 | $9.15万 | 0.04% | 500 | 500 | — | $9.15万 | 新建仓 |
| — | VOYA GLBL EQTY DIV & PREM OP | $9.39万 | 0.04% | 16,481 | 420 | 2.6% | $2,394 | 加仓 |
| — | WESTERN ASSET HIGH INCOM FD | $10.79万 | 0.04% | 27,099 | -74 | -0.3% | -$295 | 减仓 |
| — | NEUBERGER HIGH YIELD ST FD I | $11.99万 | 0.05% | 18,502 | 434 | 2.4% | $2,812 | 加仓 |
| RQI | COHEN & STEERS QUALITY INCOM | $12.15万 | 0.05% | 10,083 | 0 | 0.0% | — | 不变 |
| MFIC | MIDCAP FINANCIAL INVSTMNT CO | $12.19万 | 0.05% | 10,844 | 290 | 2.7% | $3,260 | 加仓 |
| — | NUVEEN DYNAMIC MUN OPPORTUNI | $13.12万 | 0.05% | 12,746 | 125 | 1.0% | $1,286 | 加仓 |
| BTZ | BLACKROCK CR ALLOCATION | $13.22万 | 0.05% | 13,087 | 147 | 1.1% | $1,485 | 加仓 |
| — | WESTERN ASSET HIGH YIELD OPP | $13.79万 | 0.06% | 12,914 | 158 | 1.2% | $1,687 | 加仓 |
| CHW | CALAMOS GBL DYN INCOME FUND | $13.98万 | 0.06% | 19,252 | 246 | 1.3% | $1,786 | 加仓 |
| AVAV | AEROVIRONMENT INC | $18.30万 | 0.07% | 1,000 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $20.04万 | 0.08% | 325 | 325 | — | $20.04万 | 新建仓 |
| IJR | ISHARES TR | $20.05万 | 0.08% | 1,613 | 1,613 | — | $20.05万 | 新建仓 |
| BIBL | NORTHERN LTS FD TR IV | $20.09万 | 0.08% | 4,260 | 4,260 | — | $20.09万 | 新建仓 |
| HYT | BLACKROCK CORPOR HI YLD FD I | $20.64万 | 0.08% | 24,224 | 4,116 | 20.5% | $3.51万 | 加仓 |
| USMV | ISHARES TR | $21.23万 | 0.09% | 2,289 | 2,289 | — | $21.23万 | 新建仓 |
| AXON | AXON ENTERPRISE INC 看涨期权 | $21.23万 | 0.09% | 500 | 500 | — | $21.23万 | 新建仓 |
| BIL | SPDR SERIES TRUST | $21.61万 | 0.09% | 2,358 | 72 | 3.1% | $6,598 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $21.80万 | 0.09% | 1,665 | -1 | -0.1% | -$131 | 重新持有 |
| GTOQ | INVESCO ACTIVELY MANAGED EXC | $23.33万 | 0.10% | 10,572 | 43 | 0.4% | $949 | 加仓 |
| USFR | WISDOMTREE TR | $24.10万 | 0.10% | 4,787 | -2,740 | -36.4% | -$13.79万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $24.44万 | 0.10% | 1,144 | 1,144 | — | $24.44万 | 新建仓 |
| PFE | PFIZER INC | $24.54万 | 0.10% | 8,738 | 269 | 3.2% | $7,554 | 加仓 |
| C | CITIGROUP INC | $24.81万 | 0.10% | 2,187 | 2,187 | — | $24.81万 | 新建仓 |
| MCD | MCDONALDS CORP | $25.47万 | 0.10% | 820 | 3 | 0.4% | $932 | 加仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $25.88万 | 0.11% | 3,713 | 14 | 0.4% | $976 | 加仓 |
| DUOL | DUOLINGO INC | $25.97万 | 0.11% | 2,635 | 663 | 33.6% | $6.53万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $26.42万 | 0.11% | 1,784 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $26.48万 | 0.11% | 2,692 | -53 | -1.9% | -$5,214 | 减仓 |
| BAC | BANK AMERICA CORP | $26.63万 | 0.11% | 5,462 | 204 | 3.9% | $9,945 | 加仓 |
| IBD | NORTHERN LTS FD TR IV | $26.81万 | 0.11% | 11,238 | 11,238 | — | $26.81万 | 新建仓 |
| XGDVX | GABELLI DIVID & INCOME TR | $27.30万 | 0.11% | 10,137 | 63 | 0.6% | $1,697 | 加仓 |
| — | FRANKLIN TEMPLETON HOLDINGS | $27.47万 | 0.11% | 4,418 | -1,443 | -24.6% | -$8.97万 | 减仓 |
| DE | DEERE & CO | $28.16万 | 0.11% | 500 | 8 | 1.6% | $4,505 | 加仓 |
| AMGN | AMGEN INC | $28.23万 | 0.12% | 802 | 2 | 0.2% | $704 | 加仓 |
| TJX | TJX COS INC NEW | $28.66万 | 0.12% | 1,794 | 17 | 1.0% | $2,715 | 加仓 |
| CMCSA | COMCAST CORP NEW | $29.21万 | 0.12% | 10,174 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $30.35万 | 0.12% | 3,990 | 42 | 1.1% | $3,194 | 加仓 |
| RTX | RTX CORPORATION | $30.45万 | 0.12% | 1,579 | -7 | -0.4% | -$1,350 | 减仓 |
| IVW | ISHARES TR | $31.14万 | 0.13% | 2,753 | 1 | 0.0% | $113 | 加仓 |
| PG | PROCTER & GAMBLE CO | $32.07万 | 0.13% | 2,220 | 3 | 0.1% | $433 | 加仓 |
| FEZ | SPDR INDEX SHS FDS | $32.46万 | 0.13% | 5,229 | 475 | 10.0% | $2.95万 | 加仓 |
| CSCO | CISCO SYS INC | $32.56万 | 0.13% | 4,197 | -13 | -0.3% | -$1,009 | 减仓 |
| PTL | NORTHERN LTS FD TR IV | $32.78万 | 0.13% | 1,308 | 275 | 26.6% | $6.89万 | 加仓 |
| ADI | ANALOG DEVICES INC | $32.88万 | 0.13% | 1,034 | 4 | 0.4% | $1,272 | 加仓 |
| GLD | SPDR GOLD TR | $32.92万 | 0.13% | 765 | 58 | 8.2% | $2.50万 | 加仓 |
| SPYX | SPDR SERIES TRUST | $33.02万 | 0.13% | 6,227 | 0 | 0.0% | — | 不变 |
| Z | ZILLOW GROUP INC | $33.45万 | 0.14% | 8,082 | 1,282 | 18.9% | $5.31万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $33.62万 | 0.14% | 556 | 2 | 0.4% | $1,209 | 加仓 |
| PGR | PROGRESSIVE CORP | $33.64万 | 0.14% | 1,697 | 104 | 6.5% | $2.06万 | 加仓 |
| SHYG | ISHARES TR | $35.77万 | 0.15% | 8,454 | 30 | 0.4% | $1,269 | 加仓 |
| HD | HOME DEPOT INC | $35.90万 | 0.15% | 1,091 | -87 | -7.4% | -$2.86万 | 减仓 |
| MRK | MERCK & CO INC | $36.90万 | 0.15% | 3,068 | 23 | 0.8% | $2,766 | 加仓 |
| IRTC | IRHYTHM HOLDINGS INC | $37.89万 | 0.15% | 3,210 | 441 | 15.9% | $5.21万 | 加仓 |
| DSI | ISHARES TR | $37.90万 | 0.15% | 3,127 | 41 | 1.3% | $4,969 | 加仓 |
| CVX | CHEVRON CORPORATION | $38.90万 | 0.16% | 1,880 | 3 | 0.2% | $621 | 加仓 |
| T | AT&T INC | $39.68万 | 0.16% | 13,688 | 53 | 0.4% | $1,536 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $40.32万 | 0.16% | 6,995 | 52 | 0.7% | $2,997 | 加仓 |
| SMH | VANECK ETF TRUST | $40.91万 | 0.17% | 1,067 | -32 | -2.9% | -$1.23万 | 减仓 |
| IYH | ISHARES TR | $42.72万 | 0.17% | 6,931 | 5 | 0.1% | $308 | 加仓 |
| LRN | STRIDE INC | $44.64万 | 0.18% | 5,063 | -4 | -0.1% | -$353 | 减仓 |
| APH | AMPHENOL CORP | $44.72万 | 0.18% | 3,540 | 332 | 10.3% | $4.19万 | 加仓 |
| QQQ | INVESCO QQQ TR | $44.77万 | 0.18% | 776 | -1 | -0.1% | -$577 | 减仓 |
| RIOT | RIOT PLATFORMS INC | $46.33万 | 0.19% | 37,480 | 2,617 | 7.5% | $3.23万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $47.34万 | 0.19% | 1,953 | -83 | -4.1% | -$2.01万 | 减仓 |
| DOCS | DOXIMITY INC | $47.47万 | 0.19% | 20,374 | 4,594 | 29.1% | $10.70万 | 加仓 |
| GOOGL | ALPHABET INC | $47.85万 | 0.20% | 1,664 | 354 | 27.0% | $10.18万 | 加仓 |
| GE | GE AEROSPACE | $48.13万 | 0.20% | 1,696 | 95 | 5.9% | $2.70万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $49.31万 | 0.20% | 495 | 3 | 0.6% | $2,989 | 加仓 |
| HALO | HALOZYME THERAPEUTICS INC | $50.69万 | 0.21% | 7,843 | 448 | 6.1% | $2.90万 | 加仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $51.41万 | 0.21% | 11,477 | 110 | 1.0% | $4,928 | 加仓 |
| TKO | TKO GROUP HOLDINGS INC | $54.01万 | 0.22% | 2,678 | 180 | 7.2% | $3.63万 | 加仓 |
| WGS | GENEDX HOLDINGS CORP | $55.11万 | 0.22% | 8,581 | 2,144 | 33.3% | $13.77万 | 加仓 |
| SMR | NUSCALE PWR CORP | $55.67万 | 0.23% | 51,356 | 11,454 | 28.7% | $12.42万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $55.98万 | 0.23% | 11,151 | 30 | 0.3% | $1,506 | 加仓 |
| V | VISA INC | $57.96万 | 0.24% | 1,918 | 30 | 1.6% | $9,065 | 加仓 |
| ABBV | ABBVIE INC | $58.04万 | 0.24% | 2,668 | -20 | -0.7% | -$4,351 | 减仓 |
| CVNA | CARVANA CO | $58.83万 | 0.24% | 1,871 | 88 | 4.9% | $2.77万 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $59.18万 | 0.24% | 2,997 | 403 | 15.5% | $7.96万 | 加仓 |
| WFC | WELLS FARGO & CO | $61.55万 | 0.25% | 7,732 | 419 | 5.7% | $3.34万 | 加仓 |
| PFS | PROVIDENT FINL SVCS INC | $61.91万 | 0.25% | 29,258 | 29,258 | — | $61.91万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $65.37万 | 0.27% | 1,308 | 11 | 0.8% | $5,497 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $67.26万 | 0.27% | 2,409 | 438 | 22.2% | $12.23万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $67.39万 | 0.27% | 2,757 | -3 | -0.1% | -$733 | 减仓 |
| HTD | HANCOCK JOHN TAX-ADVANTAGED | $68.42万 | 0.28% | 27,622 | -262 | -0.9% | -$6,490 | 减仓 |
| TSLA | TESLA INC | $69.47万 | 0.28% | 1,869 | 134 | 7.7% | $4.98万 | 加仓 |
| BE | BLOOM ENERGY CORP | $73.79万 | 0.30% | 5,446 | 237 | 4.5% | $3.21万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $75.95万 | 0.31% | 2,807 | 1 | 0.0% | $271 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $76.21万 | 0.31% | 1,934 | 134 | 7.4% | $5.28万 | 加仓 |