Mach-1 Financial Group, LLC
Rogers AR · SEC CIK 0001843358
$2.58亿2026Q2 申报市值
131持仓数
53.3%前十大占比 · 第一大 11.2%
16 / 51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
BIV 加仓+$85.98万
ABNB 新建仓+$70.23万
IEFA 加仓+$60.83万
DRI 新建仓+$51.61万
TXRH 新建仓+$44.38万
2026Q2 卖出最多 按季末市值估算
WMT 减仓-$552.92万
MU 重新持有-$365.10万
BRK/B 重新持有-$217.02万
AMD 重新持有-$213.31万
FTGS 减仓-$171.05万
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 |
|---|---|---|---|---|---|---|---|---|
| CVS | CVS HEALTH CORP | $0 | 0.00% | 0 | -15,160 | -100.0% | -$108.88万 | 清仓 |
| TEL | TE CONNECTIVITY PLC | $0 | 0.00% | 0 | -5,117 | -100.0% | -$106.96万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -6,245 | -100.0% | -$105.96万 | 清仓 |
| NOC | NORTHROP GRUMMAN CORP | $0 | 0.00% | 0 | -1,088 | -100.0% | -$74.25万 | 清仓 |
| TJX | TJX COS INC NEW | $0 | 0.00% | 0 | -4,571 | -100.0% | -$73.00万 | 清仓 |
| CB | CHUBB LTD SWITZ | $0 | 0.00% | 0 | -2,056 | -100.0% | -$67.00万 | 清仓 |
| ABBV | ABBVIE INC | $0 | 0.00% | 0 | -3,029 | -100.0% | -$65.88万 | 清仓 |
| NEE | NEXTERA ENERGY INC | $0 | 0.00% | 0 | -6,988 | -100.0% | -$64.90万 | 清仓 |
| BAC | BANK AMERICA CORP | $0 | 0.00% | 0 | -12,816 | -100.0% | -$62.48万 | 清仓 |
| WMB | WILLIAMS COS INC | $0 | 0.00% | 0 | -8,534 | -100.0% | -$62.11万 | 清仓 |
| GD | GENERAL DYNAMICS CORP | $0 | 0.00% | 0 | -1,711 | -100.0% | -$58.72万 | 清仓 |
| MCD | MCDONALDS CORP | $0 | 0.00% | 0 | -1,876 | -100.0% | -$58.32万 | 清仓 |
| PM | PHILIP MORRIS INTL INC | $0 | 0.00% | 0 | -3,516 | -100.0% | -$58.14万 | 清仓 |
| PH | PARKER-HANNIFIN CORP | $0 | 0.00% | 0 | -642 | -100.0% | -$57.47万 | 清仓 |
| — | VS TRUST | $0 | 0.00% | 0 | -63,775 | -100.0% | -$55.23万 | 清仓 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | -1,087 | -100.0% | -$54.31万 | 清仓 |
| CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | -18,469 | -100.0% | -$53.03万 | 清仓 |
| VUG | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -7,242 | -100.0% | -$52.73万 | 清仓 |
| MRSH | MARSH & MCLENNAN COS INC | $0 | 0.00% | 0 | -2,984 | -100.0% | -$51.76万 | 清仓 |
| BLK | BLACKROCK INC | $0 | 0.00% | 0 | -525 | -100.0% | -$50.49万 | 清仓 |
| DHR | DANAHER CORP DEL | $0 | 0.00% | 0 | -2,503 | -100.0% | -$47.46万 | 清仓 |
| CVX | CHEVRON CORPORATION | $0 | 0.00% | 0 | -2,152 | -100.0% | -$44.53万 | 清仓 |
| COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | -3,224 | -100.0% | -$42.55万 | 清仓 |
| MRK | MERCK & CO INC | $0 | 0.00% | 0 | -3,385 | -100.0% | -$40.72万 | 清仓 |
| INCY | INCYTE CORP | $0 | 0.00% | 0 | -4,214 | -100.0% | -$39.66万 | 清仓 |
| KO | COCA COLA CO | $0 | 0.00% | 0 | -4,840 | -100.0% | -$36.81万 | 清仓 |
| VTV | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -1,793 | -100.0% | -$35.18万 | 清仓 |
| UNP | UNION PAC CORP | $0 | 0.00% | 0 | -1,420 | -100.0% | -$34.45万 | 清仓 |
| LIN | LINDE PLC | $0 | 0.00% | 0 | -644 | -100.0% | -$31.93万 | 清仓 |
| ALLE | ALLEGION PLC | $0 | 0.00% | 0 | -2,126 | -100.0% | -$30.89万 | 清仓 |
| PG | PROCTER & GAMBLE CO | $0 | 0.00% | 0 | -2,052 | -100.0% | -$29.64万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -3,054 | -100.0% | -$29.43万 | 清仓 |
| IBP | INSTALLED BLDG PRODS INC | $0 | 0.00% | 0 | -1,069 | -100.0% | -$28.34万 | 清仓 |
| HD | HOME DEPOT INC | $0 | 0.00% | 0 | -842 | -100.0% | -$27.69万 | 清仓 |
| LOW | LOWES COS INC | $0 | 0.00% | 0 | -1,171 | -100.0% | -$27.67万 | 清仓 |
| MDT | MEDTRONIC PLC | $0 | 0.00% | 0 | -3,091 | -100.0% | -$26.79万 | 清仓 |
| BDX | BECTON DICKINSON & CO | $0 | 0.00% | 0 | -1,645 | -100.0% | -$25.87万 | 清仓 |
| — | AVALONBAY CMNTYS INC | $0 | 0.00% | 0 | -1,575 | -100.0% | -$25.73万 | 清仓 |
| BYD | BOYD GAMING CORP | $0 | 0.00% | 0 | -3,127 | -100.0% | -$25.70万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -1,169 | -100.0% | -$23.18万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | -856 | -100.0% | -$23.16万 | 清仓 |
| VWOB | VANGUARD WHITEHALL FDS | $0 | 0.00% | 0 | -3,493 | -100.0% | -$22.95万 | 清仓 |
| — | APELLIS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -5,672 | -100.0% | -$22.82万 | 清仓 |
| APPF | APPFOLIO INC | $0 | 0.00% | 0 | -1,383 | -100.0% | -$21.83万 | 清仓 |
| CALM | CAL MAINE FOODS INC | $0 | 0.00% | 0 | -2,706 | -100.0% | -$21.42万 | 清仓 |
| VTI | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -652 | -100.0% | -$20.92万 | 清仓 |
| FLYW | FLYWIRE CORPORATION | $0 | 0.00% | 0 | -11,607 | -100.0% | -$13.51万 | 清仓 |
| LPTH | LIGHTPATH TECHNOLOGIES INC | $0 | 0.00% | 0 | -11,766 | -100.0% | -$11.80万 | 清仓 |
| MBLY | MOBILEYE GLOBAL INC | $0 | 0.00% | 0 | -16,460 | -100.0% | -$11.31万 | 清仓 |
| NRDS | NERDWALLET INC | $0 | 0.00% | 0 | -10,825 | -100.0% | -$11.24万 | 清仓 |
| MAX | MEDIAALPHA INC | $0 | 0.00% | 0 | -11,957 | -100.0% | -$11.12万 | 清仓 |
| SHLS | SHOALS TECHNOLOGIES GROUP IN | $11.32万 | 0.04% | 11,438 | 11,438 | — | $11.32万 | 新建仓 |
| HUN | HUNTSMAN CORP | $11.75万 | 0.05% | 11,066 | 11,066 | — | $11.75万 | 新建仓 |
| PTEN | PATTERSON-UTI ENERGY INC | $11.82万 | 0.05% | 12,879 | 12,879 | — | $11.82万 | 新建仓 |
| VIR | VIR BIOTECHNOLOGY INC | $12.00万 | 0.05% | 11,777 | 11,777 | — | $12.00万 | 新建仓 |
| COUR | COURSERA INC | $12.07万 | 0.05% | 21,393 | 21,393 | — | $12.07万 | 新建仓 |
| NTSK | NETSKOPE INC | $12.12万 | 0.05% | 11,080 | 11,080 | — | $12.12万 | 新建仓 |
| WVE | WAVE LIFE SCIENCES LTD | $12.48万 | 0.05% | 21,475 | 21,475 | — | $12.48万 | 新建仓 |
| REAL | THE REALREAL INC | $13.13万 | 0.05% | 11,133 | -2,473 | -18.2% | -$2.92万 | 减仓 |
| AVAH | AVEANNA HEALTHCARE HLDGS INC | $14.96万 | 0.06% | 17,453 | 17,453 | — | $14.96万 | 新建仓 |
| AB | ALLIANCEBERNSTEIN HLDG L P | $20.02万 | 0.08% | 5,685 | 5,685 | — | $20.02万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $20.22万 | 0.08% | 404 | -4,337 | -91.5% | -$217.02万 | 重新持有 |
| MXL | MAXLINEAR INC | $20.23万 | 0.08% | 1,580 | 1,580 | — | $20.23万 | 新建仓 |
| OSK | OSHKOSH CORP | $20.24万 | 0.08% | 1,319 | -107 | -7.5% | -$1.64万 | 减仓 |
| CHAT | TIDAL TRUST II | $20.28万 | 0.08% | 2,055 | 2,055 | — | $20.28万 | 新建仓 |
| GVIP | GOLDMAN SACHS ETF TR | $20.29万 | 0.08% | 1,075 | 1,075 | — | $20.29万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $20.32万 | 0.08% | 2,202 | -9,392 | -81.0% | -$86.66万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $20.47万 | 0.08% | 806 | -2,395 | -74.8% | -$60.83万 | 减仓 |
| THC | TENET HEALTHCARE CORP | $21.50万 | 0.08% | 1,149 | -625 | -35.2% | -$11.69万 | 减仓 |
| EOG | EOG RES INC | $21.65万 | 0.08% | 1,669 | -6,525 | -79.6% | -$84.65万 | 重新持有 |
| AN | AUTONATION INC | $21.81万 | 0.08% | 1,174 | -778 | -39.9% | -$14.45万 | 减仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $21.82万 | 0.08% | 4,320 | -1,325 | -23.5% | -$6.69万 | 减仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $22.11万 | 0.09% | 7,519 | -1,300 | -14.7% | -$3.82万 | 减仓 |
| QHY | WISDOMTREE TR | $22.70万 | 0.09% | 4,956 | -797 | -13.9% | -$3.65万 | 减仓 |
| IDCC | INTERDIGITAL INC | $22.99万 | 0.09% | 812 | -121 | -13.0% | -$3.43万 | 减仓 |
| WFC | WELLS FARGO & CO | $23.23万 | 0.09% | 2,811 | -6,810 | -70.8% | -$56.28万 | 减仓 |
| URBN | URBAN OUTFITTERS INC | $23.37万 | 0.09% | 3,298 | -464 | -12.3% | -$3.29万 | 减仓 |
| HYLS | FIRST TR EXCHANGE-TRADED FD | $23.74万 | 0.09% | 5,840 | -993 | -14.5% | -$4.04万 | 减仓 |
| EAT | BRINKER INTL INC | $24.31万 | 0.09% | 1,447 | -201 | -12.2% | -$3.38万 | 减仓 |
| GOOG | ALPHABET INC | $24.34万 | 0.09% | 689 | -351 | -33.8% | -$12.40万 | 减仓 |
| ADI | ANALOG DEVICES INC | $25.46万 | 0.10% | 641 | -3,597 | -84.9% | -$142.86万 | 减仓 |
| TSLA | TESLA INC | $26.96万 | 0.10% | 641 | -1 | -0.2% | -$421 | 减仓 |
| AX | AXOS FINANCIAL INC | $27.04万 | 0.10% | 2,776 | -435 | -13.5% | -$4.24万 | 减仓 |
| BOOT | BOOT BARN HLDGS INC | $28.81万 | 0.11% | 1,754 | 1,754 | — | $28.81万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $29.21万 | 0.11% | 980 | -2,925 | -74.9% | -$87.19万 | 减仓 |
| BA | BOEING CO | $29.33万 | 0.11% | 1,355 | -458 | -25.3% | -$9.91万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $29.35万 | 0.11% | 889 | -122 | -12.1% | -$4.03万 | 重新持有 |
| ULTA | ULTA BEAUTY INC | $29.45万 | 0.11% | 653 | -67 | -9.3% | -$3.02万 | 减仓 |
| PODD | INSULET CORP | $29.66万 | 0.11% | 1,948 | -503 | -20.5% | -$7.66万 | 减仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $29.71万 | 0.12% | 1,998 | 310 | 18.4% | $4.61万 | 加仓 |
| QLYS | QUALYS INC | $29.77万 | 0.12% | 2,165 | -278 | -11.4% | -$3.82万 | 减仓 |
| FTQI | FIRST TR EXCHANGE TRADED FD | $29.91万 | 0.12% | 13,539 | -1,804 | -11.8% | -$3.99万 | 减仓 |
| LECO | LINCOLN ELEC HLDGS INC | $30.08万 | 0.12% | 1,133 | -139 | -10.9% | -$3.69万 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $30.61万 | 0.12% | 3,259 | -652 | -16.7% | -$6.12万 | 减仓 |
| FSS | FEDERAL SIGNAL CORP | $30.68万 | 0.12% | 2,388 | -322 | -11.9% | -$4.14万 | 减仓 |
| GLD | SPDR GOLD TR | $30.83万 | 0.12% | 837 | -367 | -30.5% | -$13.52万 | 减仓 |
| CSCO | CISCO SYS INC | $31.39万 | 0.12% | 2,672 | -12,952 | -82.9% | -$152.13万 | 减仓 |
| HUBB | HUBBELL INC | $31.44万 | 0.12% | 601 | -315 | -34.4% | -$16.48万 | 减仓 |
| DOCU | DOCUSIGN INC | $32.20万 | 0.12% | 7,249 | -529 | -6.8% | -$2.35万 | 减仓 |
| CFR | CULLEN FROST BANKERS INC | $33.84万 | 0.13% | 2,190 | -307 | -12.3% | -$4.74万 | 减仓 |