MBA Advisors LLC
HERMITAGE PA · SEC CIK 0001848704
$3.01亿2026Q2 申报市值
166持仓数
40.8%前十大占比 · 第一大 6.4%
19 / 3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
OEF 新建仓+$436.12万
BIV 加仓+$233.92万
DIMENSIONAL ETF 加仓+$144.96万
JEPI 加仓+$117.74万
IQLT 加仓+$115.09万
2026Q2 卖出最多 按季末市值估算
SCHM 减仓-$129.66万
GE 减仓-$111.86万
INDA 清仓-$42.71万
GEV 减仓-$40.65万
ASML 减仓-$39.99万
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 |
|---|---|---|---|---|---|---|---|---|
| BIV | VANGUARD BD INDEX FDS | $1,917.50万 | 6.37% | 250,000 | 30,498 | 13.9% | $233.92万 | 加仓 |
| IQLT | ISHARES TR | $1,575.44万 | 5.23% | 317,950 | 23,227 | 7.9% | $115.09万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $1,183.96万 | 3.93% | 402,297 | -3,170 | -0.8% | -$9.33万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,155.93万 | 3.84% | 341,586 | 21,390 | 6.7% | $72.38万 | 加仓 |
| DGRW | WISDOMTREE TR | $1,144.09万 | 3.80% | 119,649 | 2,573 | 2.2% | $24.60万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,137.97万 | 3.78% | 358,869 | 20,128 | 5.9% | $63.83万 | 加仓 |
| SHY | ISHARES TR | $1,133.23万 | 3.76% | 138,014 | 13,882 | 11.2% | $113.98万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $1,063.95万 | 3.53% | 188,376 | 20,847 | 12.4% | $117.74万 | 加仓 |
| IAU | ISHARES GOLD TR | $993.53万 | 3.30% | 131,576 | 9,846 | 8.1% | $74.35万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $977.61万 | 3.25% | 118,728 | 17,605 | 17.4% | $144.96万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $965.55万 | 3.21% | 133,585 | -1,768 | -1.3% | -$12.78万 | 减仓 |
| IDEV | ISHARES TR | $881.03万 | 2.93% | 98,981 | 3,470 | 3.6% | $30.89万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $819.76万 | 2.72% | 203,869 | 9,309 | 4.8% | $37.43万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $657.35万 | 2.18% | 130,193 | -1,484 | -1.1% | -$7.49万 | 减仓 |
| ITOT | ISHARES TR | $621.02万 | 2.06% | 37,805 | -1,008 | -2.6% | -$16.56万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $604.91万 | 2.01% | 208,878 | 5,514 | 2.7% | $15.97万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $497.82万 | 1.65% | 98,442 | 4,386 | 4.7% | $22.18万 | 加仓 |
| AAPL | APPLE INC | $471.16万 | 1.56% | 16,283 | 163 | 1.0% | $4.72万 | 加仓 |
| OEF | ISHARES TR | $436.12万 | 1.45% | 11,920 | 11,920 | — | $436.12万 | 新建仓 |
| XLV | SELECT SECTOR SPDR TR | $433.55万 | 1.44% | 27,326 | 3,205 | 13.3% | $50.85万 | 加仓 |
| GOOGL | ALPHABET INC | $343.83万 | 1.14% | 9,621 | 59 | 0.6% | $2.11万 | 加仓 |
| BIL | SPDR SERIES TRUST | $283.06万 | 0.94% | 30,888 | -2,190 | -6.6% | -$20.07万 | 减仓 |
| MSFT | MICROSOFT CORP | $264.79万 | 0.88% | 7,099 | 181 | 2.6% | $6.75万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $256.15万 | 0.85% | 7,825 | -54 | -0.7% | -$1.77万 | 减仓 |
| IVW | ISHARES TR | $254.77万 | 0.85% | 18,525 | -515 | -2.7% | -$7.08万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $244.92万 | 0.81% | 29,245 | 1,724 | 6.3% | $14.44万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $241.30万 | 0.80% | 41,460 | 4,623 | 12.5% | $26.91万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $232.99万 | 0.77% | 11,644 | 838 | 7.8% | $16.77万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $226.10万 | 0.75% | 23,024 | 99 | 0.4% | $9,722 | 加仓 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $220.10万 | 0.73% | 11,000 | 11,000 | — | $220.10万 | 新建仓 |
| TLT | ISHARES TR | $215.98万 | 0.72% | 24,992 | 2,169 | 9.5% | $18.74万 | 加仓 |
| IVV | ISHARES TR | $193.95万 | 0.64% | 2,590 | 146 | 6.0% | $10.93万 | 加仓 |
| AMZN | AMAZON COM INC | $172.87万 | 0.57% | 7,253 | 309 | 4.4% | $7.36万 | 加仓 |
| — | EXXON MOBIL CORP | $172.61万 | 0.57% | 12,625 | -106 | -0.8% | -$1.45万 | 减仓 |
| MPC | MARATHON PETE CORP | $162.89万 | 0.54% | 6,371 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $158.99万 | 0.53% | 14,412 | 0 | 0.0% | — | 不变 |
| AMLP | ALPS ETF TR | $158.95万 | 0.53% | 30,656 | 384 | 1.3% | $1.99万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $158.86万 | 0.53% | 5,649 | 294 | 5.5% | $8.27万 | 加仓 |
| NOBL | PROSHARES TR | $157.89万 | 0.52% | 28,114 | 4,650 | 19.8% | $26.11万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $156.56万 | 0.52% | 6,165 | 130 | 2.2% | $3.30万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $155.76万 | 0.52% | 25,344 | 663 | 2.7% | $4.07万 | 加仓 |
| ASML | ASML HLDG NV | $155.57万 | 0.52% | 782 | -201 | -20.4% | -$39.99万 | 减仓 |
| DEM | WISDOMTREE TR | $154.54万 | 0.51% | 28,730 | -218 | -0.8% | -$1.17万 | 减仓 |
| ABBV | ABBVIE INC | $150.22万 | 0.50% | 5,970 | 163 | 2.8% | $4.10万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $148.38万 | 0.49% | 20,212 | -611 | -2.9% | -$4.49万 | 减仓 |
| INTC | INTEL CORP | $146.53万 | 0.49% | 10,494 | 5,386 | 105.4% | $75.20万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $146.30万 | 0.49% | 39,680 | -35,168 | -47.0% | -$129.66万 | 减仓 |
| MRK | MERCK & CO INC | $140.30万 | 0.47% | 10,918 | 181 | 1.7% | $2.33万 | 加仓 |
| GLD | SPDR GOLD TR | $121.49万 | 0.40% | 3,298 | -378 | -10.3% | -$13.92万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $121.40万 | 0.40% | 7,682 | -266 | -3.3% | -$4.20万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC 看跌期权 | $120.17万 | 0.40% | 10,300 | 10,300 | — | $120.17万 | 新建仓 |
| SHYM | BLACKROCK ETF TRUST II | $116.35万 | 0.39% | 51,825 | 2,471 | 5.0% | $5.55万 | 加仓 |
| AMGN | AMGEN INC | $114.72万 | 0.38% | 3,168 | 66 | 2.1% | $2.39万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $113.12万 | 0.38% | 1,515 | 13 | 0.9% | $9,707 | 加仓 |
| CSCO | CISCO SYS INC | $111.58万 | 0.37% | 9,499 | -399 | -4.0% | -$4.69万 | 减仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $110.49万 | 0.37% | 94,110 | 94,110 | — | $110.49万 | 新建仓 |
| META | META PLATFORMS INC | $109.17万 | 0.36% | 1,938 | 96 | 5.2% | $5.41万 | 加仓 |
| IJH | ISHARES TR | $102.36万 | 0.34% | 13,275 | -3,024 | -18.6% | -$23.32万 | 减仓 |
| EVSM | MORGAN STANLEY ETF TRUST | $101.56万 | 0.34% | 20,186 | -675 | -3.2% | -$3.40万 | 减仓 |
| MCD | MCDONALDS CORP | $100.46万 | 0.33% | 3,716 | 78 | 2.1% | $2.11万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $99.22万 | 0.33% | 23,434 | 922 | 4.1% | $3.90万 | 加仓 |
| PEP | PEPSICO INC | $98.95万 | 0.33% | 7,308 | 254 | 3.6% | $3.44万 | 加仓 |
| CVX | CHEVRON CORPORATION | $97.69万 | 0.32% | 5,893 | 330 | 5.9% | $5.47万 | 加仓 |
| MO | ALTRIA GROUP INC | $97.31万 | 0.32% | 13,525 | -19 | -0.1% | -$1,367 | 减仓 |
| IVE | ISHARES TR | $95.50万 | 0.32% | 4,206 | -179 | -4.1% | -$4.06万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $95.32万 | 0.32% | 1,905 | 11 | 0.6% | $5,504 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $94.06万 | 0.31% | 18,165 | -318 | -1.7% | -$1.65万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $93.55万 | 0.31% | 6,380 | 17 | 0.3% | $2,493 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $87.54万 | 0.29% | 4,726 | 235 | 5.2% | $4.35万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $86.65万 | 0.29% | 2,446 | -4 | -0.2% | -$1,417 | 减仓 |
| KO | COCA COLA CO | $85.52万 | 0.28% | 10,523 | 286 | 2.8% | $2.32万 | 加仓 |
| CINF | CINCINNATI FINL CORP | $84.20万 | 0.28% | 4,548 | 2,528 | 125.1% | $46.80万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $83.88万 | 0.28% | 4,637 | 50 | 1.1% | $9,045 | 加仓 |
| EFA | ISHARES TR | $78.95万 | 0.26% | 7,600 | -500 | -6.2% | -$5.19万 | 减仓 |
| QQQ | INVESCO QQQ TR | $76.87万 | 0.26% | 1,044 | 418 | 66.8% | $30.78万 | 加仓 |
| FNB | F N B CORP | $74.70万 | 0.25% | 39,151 | -813 | -2.0% | -$1.55万 | 减仓 |
| CAT | CATERPILLAR INC | $73.03万 | 0.24% | 686 | -72 | -9.5% | -$7.66万 | 减仓 |
| RTX | RTX CORPORATION | $72.55万 | 0.24% | 3,824 | -51 | -1.3% | -$9,676 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $71.26万 | 0.24% | 5,630 | 77 | 1.4% | $9,747 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $70.58万 | 0.23% | 1,215 | -173 | -12.5% | -$10.05万 | 减仓 |
| LLY | ELI LILLY & CO | $68.73万 | 0.23% | 573 | 11 | 2.0% | $1.32万 | 加仓 |
| HD | HOME DEPOT INC | $63.73万 | 0.21% | 1,807 | 151 | 9.1% | $5.33万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $61.72万 | 0.20% | 1,810 | -59 | -3.2% | -$2.01万 | 减仓 |
| NFG | NATIONAL FUEL GAS CO | $61.29万 | 0.20% | 7,938 | -500 | -5.9% | -$3.86万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $60.23万 | 0.20% | 10,090 | -129 | -1.3% | -$7,700 | 减仓 |
| IEMG | ISHARES INC | $60.05万 | 0.20% | 7,249 | -100 | -1.4% | -$8,284 | 减仓 |
| BAC | BANK OF AMER CORP | $58.35万 | 0.19% | 10,240 | 458 | 4.7% | $2.61万 | 加仓 |
| QCOM | QUALCOMM INC | $56.27万 | 0.19% | 3,045 | 218 | 7.7% | $4.03万 | 加仓 |
| IEFA | ISHARES TR | $56.12万 | 0.19% | 5,811 | -3 | -0.1% | -$290 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $54.16万 | 0.18% | 6,520 | -13 | -0.2% | -$1,080 | 减仓 |
| PFE | PFIZER INC | $54.09万 | 0.18% | 22,463 | 608 | 2.8% | $1.46万 | 加仓 |
| WM | WASTE MGMT INC DEL | $53.74万 | 0.18% | 2,411 | 526 | 27.9% | $11.72万 | 加仓 |
| TSLA | TESLA INC | $52.66万 | 0.17% | 1,252 | -45 | -3.5% | -$1.89万 | 减仓 |
| EWJ | ISHARES INC | $52.17万 | 0.17% | 5,593 | 677 | 13.8% | $6.31万 | 加仓 |
| EMBJ | EMBRAER S.A. | $51.97万 | 0.17% | 8,145 | -93 | -1.1% | -$5,933 | 减仓 |
| GOOG | ALPHABET INC | $51.94万 | 0.17% | 1,470 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $51.86万 | 0.17% | 4,579 | 83 | 1.8% | $9,401 | 加仓 |
| EMR | EMERSON ELEC CO | $49.11万 | 0.16% | 3,431 | -444 | -11.5% | -$6.36万 | 减仓 |
| MMM | 3M CO | $45.96万 | 0.15% | 2,839 | 68 | 2.5% | $1.10万 | 加仓 |
| MOH | MOLINA HEALTHCARE INC | $42.77万 | 0.14% | 1,870 | 0 | 0.0% | — | 不变 |