MBA Advisors LLC
HERMITAGE PA · SEC CIK 0001848704
$2.60亿2026Q1 申报市值
146持仓数
42.2%前十大占比 · 第一大 6.5%
10 / 0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
JAAA 加仓+$180.10万
BIV 加仓+$132.57万
JEPI 加仓+$102.62万
SHY 加仓+$97.33万
IQLT 加仓+$81.97万
2026Q1 卖出最多 按季末市值估算
SPY 减仓-$28.15万
ASML 减仓-$24.96万
ACN 减仓-$17.93万
SCHG 减仓-$13.34万
IAU 减仓-$10.81万
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 |
|---|---|---|---|---|---|---|---|---|
| CRWD | CROWDSTRIKE HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VUG | VANGUARD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XYZ | BLOCK INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SLI | STANDARD LITHIUM LTD | $11.87万 | 0.05% | 34,800 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $20.56万 | 0.08% | 1,033 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $20.56万 | 0.08% | 1,048 | 0 | 0.0% | — | 不变 |
| EG | EVEREST GROUP LTD | $20.66万 | 0.08% | 632 | -101 | -13.8% | -$3.30万 | 减仓 |
| D | DOMINION ENERGY INC | $20.90万 | 0.08% | 3,380 | -164 | -4.6% | -$1.01万 | 重新持有 |
| SO | SOUTHERN CO | $21.36万 | 0.08% | 2,213 | -9 | -0.4% | -$869 | 重新持有 |
| MELI | MERCADOLIBRE INC | $21.61万 | 0.08% | 125 | 125 | — | $21.61万 | 新建仓 |
| SGOL | ETFS GOLD TR | $21.80万 | 0.08% | 4,886 | -84 | -1.7% | -$3,748 | 减仓 |
| DOV | DOVER CORP | $21.89万 | 0.08% | 1,050 | 16 | 1.5% | $3,335 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $22.40万 | 0.09% | 2,650 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $22.54万 | 0.09% | 5,108 | 5,108 | — | $22.54万 | 新建仓 |
| VV | VANGUARD INDEX FDS | $24.05万 | 0.09% | 805 | 0 | 0.0% | — | 不变 |
| PYLD | PIMCO ETF TR | $24.22万 | 0.09% | 9,245 | 9,245 | — | $24.22万 | 新建仓 |
| CDX | SIMPLIFY EXCHANGE TRADED FUN | $24.64万 | 0.09% | 11,547 | 235 | 2.1% | $5,015 | 加仓 |
| SLV | ISHARES SILVER TR | $24.83万 | 0.10% | 3,644 | 3,644 | — | $24.83万 | 新建仓 |
| MOH | MOLINA HEALTHCARE INC | $24.93万 | 0.10% | 1,870 | 1,870 | — | $24.93万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $24.97万 | 0.10% | 6,498 | 1,055 | 19.4% | $4.05万 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $25.68万 | 0.10% | 3,608 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $25.82万 | 0.10% | 1,755 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $26.11万 | 0.10% | 4,074 | -21 | -0.5% | -$1,346 | 减仓 |
| QUAL | ISHARES TR | $26.26万 | 0.10% | 1,369 | -4 | -0.3% | -$767 | 减仓 |
| TYG | TORTOISE ENERGY INFRSTRCTR C | $26.32万 | 0.10% | 5,280 | 0 | 0.0% | — | 不变 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $26.71万 | 0.10% | 3,722 | -344 | -8.5% | -$2.47万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $27.21万 | 0.10% | 2,404 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $27.38万 | 0.11% | 2,074 | 2,074 | — | $27.38万 | 新建仓 |
| IBTM | ISHARES TR | $27.59万 | 0.11% | 12,030 | 12,030 | — | $27.59万 | 新建仓 |
| XLK | SELECT SECTOR SPDR TR | $27.83万 | 0.11% | 2,094 | 2,094 | — | $27.83万 | 新建仓 |
| IXC | ISHARES TR | $27.93万 | 0.11% | 4,848 | -933 | -16.1% | -$5.38万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $28.24万 | 0.11% | 1,388 | 88 | 6.8% | $1.79万 | 加仓 |
| E | ENI SPA | $28.30万 | 0.11% | 5,000 | 5,000 | — | $28.30万 | 新建仓 |
| CF | CF INDUSTRIES HOLD | $29.02万 | 0.11% | 2,235 | 2,235 | — | $29.02万 | 新建仓 |
| IYY | ISHARES TR | $29.09万 | 0.11% | 1,836 | 4 | 0.2% | $634 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $29.73万 | 0.11% | 332 | -10 | -2.9% | -$8,955 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $29.96万 | 0.12% | 1,869 | -465 | -19.9% | -$7.45万 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $30.13万 | 0.12% | 6,340 | -20 | -0.3% | -$951 | 减仓 |
| ARKF | ARK ETF TR | $30.72万 | 0.12% | 8,082 | 222 | 2.8% | $8,438 | 加仓 |
| ABT | ABBOTT LABORATORIES | $31.55万 | 0.12% | 3,073 | -91 | -2.9% | -$9,343 | 减仓 |
| VB | VANGUARD INDEX FDS | $31.61万 | 0.12% | 1,207 | 0 | 0.0% | — | 不变 |
| CINF | CINCINNATI FINL CORP | $31.78万 | 0.12% | 2,020 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $33.03万 | 0.13% | 1,332 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $33.37万 | 0.13% | 7,271 | 502 | 7.4% | $2.30万 | 加仓 |
| TMUS | T-MOBILE US INC | $33.67万 | 0.13% | 1,603 | 3 | 0.2% | $630 | 加仓 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $34.10万 | 0.13% | 27,659 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $35.24万 | 0.14% | 583 | 35 | 6.4% | $2.12万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $35.33万 | 0.14% | 5,767 | 139 | 2.5% | $8,515 | 加仓 |
| MDT | MEDTRONIC PLC | $35.78万 | 0.14% | 4,129 | 34 | 0.8% | $2,946 | 加仓 |
| QQQ | INVESCO QQQ TR | $36.11万 | 0.14% | 626 | 15 | 2.5% | $8,652 | 加仓 |
| QCOM | QUALCOMM INC | $36.41万 | 0.14% | 2,827 | -116 | -3.9% | -$1.49万 | 减仓 |
| O | REALTY INCOME CORP | $36.85万 | 0.14% | 6,024 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $37.80万 | 0.15% | 6,233 | 215 | 3.6% | $1.30万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $40.05万 | 0.15% | 6,850 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC | $40.10万 | 0.15% | 2,774 | 195 | 7.6% | $2.82万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $40.13万 | 0.15% | 2,024 | -904 | -30.9% | -$17.93万 | 减仓 |
| MMM | 3M CO | $40.24万 | 0.15% | 2,771 | 46 | 1.7% | $6,680 | 加仓 |
| EWJ | ISHARES INC | $41.51万 | 0.16% | 4,916 | -41 | -0.8% | -$3,462 | 减仓 |
| GOOG | ALPHABET INC | $42.17万 | 0.16% | 1,470 | -31 | -2.1% | -$8,893 | 减仓 |
| INDA | ISHARES TR | $42.71万 | 0.16% | 9,119 | 794 | 9.5% | $3.72万 | 加仓 |
| WM | WASTE MGMT INC DEL | $43.32万 | 0.17% | 1,885 | 83 | 4.6% | $1.91万 | 加仓 |
| T | AT&T INC | $46.86万 | 0.18% | 16,164 | -8 | -0.0% | -$232 | 减仓 |
| GEV | GE VERNOVA INC | $47.49万 | 0.18% | 544 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $47.69万 | 0.18% | 9,782 | 91 | 0.9% | $4,436 | 加仓 |
| TSLA | TESLA INC | $48.22万 | 0.19% | 1,297 | -15 | -1.1% | -$5,576 | 减仓 |
| EMBJ | EMBRAER S.A. | $48.88万 | 0.19% | 8,238 | -380 | -4.4% | -$2.25万 | 减仓 |
| EMR | EMERSON ELEC CO | $50.77万 | 0.20% | 3,875 | 13 | 0.3% | $1,703 | 加仓 |
| IEMG | ISHARES INC | $51.26万 | 0.20% | 7,349 | -4 | -0.1% | -$279 | 减仓 |
| LLY | ELI LILLY & CO | $51.69万 | 0.20% | 562 | -6 | -1.1% | -$5,519 | 减仓 |
| IEFA | ISHARES TR | $52.63万 | 0.20% | 5,814 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $53.56万 | 0.21% | 6,533 | -405 | -5.8% | -$3.32万 | 减仓 |
| CAT | CATERPILLAR INC | $53.69万 | 0.21% | 758 | -59 | -7.2% | -$4.18万 | 减仓 |
| HD | HOME DEPOT INC | $54.46万 | 0.21% | 1,656 | -16 | -1.0% | -$5,262 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $55.23万 | 0.21% | 10,219 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $55.88万 | 0.21% | 4,496 | -751 | -14.3% | -$9.33万 | 减仓 |
| PFE | PFIZER INC | $61.37万 | 0.24% | 21,855 | 57 | 0.3% | $1,601 | 加仓 |
| FNB | F N B CORP | $66.82万 | 0.26% | 39,964 | -8 | -0.0% | -$134 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $72.63万 | 0.28% | 4,491 | -150 | -3.2% | -$2.43万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $72.71万 | 0.28% | 5,553 | 125 | 2.3% | $1.64万 | 加仓 |
| RTX | RTX CORPORATION | $74.75万 | 0.29% | 3,875 | -340 | -8.1% | -$6.56万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $75.84万 | 0.29% | 4,587 | -500 | -9.8% | -$8.27万 | 减仓 |
| CSCO | CISCO SYS INC | $76.80万 | 0.30% | 9,898 | -490 | -4.7% | -$3.80万 | 减仓 |
| KO | COCA COLA CO | $77.85万 | 0.30% | 10,237 | -70 | -0.7% | -$5,324 | 减仓 |
| EFA | ISHARES TR | $78.68万 | 0.30% | 8,100 | 0 | 0.0% | — | 不变 |
| NFG | NATIONAL FUEL GAS CO | $79.28万 | 0.30% | 8,438 | -199 | -2.3% | -$1.87万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $84.09万 | 0.32% | 2,450 | 20 | 0.8% | $6,864 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $86.70万 | 0.33% | 18,483 | -165 | -0.9% | -$7,740 | 减仓 |
| MO | ALTRIA GROUP INC | $89.38万 | 0.34% | 13,544 | 551 | 4.2% | $3.64万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $90.76万 | 0.35% | 1,894 | -30 | -1.6% | -$1.44万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $91.90万 | 0.35% | 6,363 | -488 | -7.1% | -$7.05万 | 减仓 |
| IVE | ISHARES TR | $92.59万 | 0.36% | 4,385 | -12 | -0.3% | -$2,534 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $97.66万 | 0.38% | 1,502 | -433 | -22.4% | -$28.15万 | 减仓 |
| EVSM | MORGAN STANLEY ETF TRUST | $104.70万 | 0.40% | 20,861 | 561 | 2.8% | $2.82万 | 加仓 |
| META | META PLATFORMS INC | $105.39万 | 0.40% | 1,842 | 4 | 0.2% | $2,289 | 加仓 |
| SHYM | BLACKROCK ETF TRUST II | $108.68万 | 0.42% | 49,354 | 4,175 | 9.2% | $9.19万 | 加仓 |
| AMGN | AMGEN INC | $109.14万 | 0.42% | 3,102 | 133 | 4.5% | $4.68万 | 加仓 |
| PEP | PEPSICO INC | $109.54万 | 0.42% | 7,054 | 283 | 4.2% | $4.39万 | 加仓 |
| IJH | ISHARES TR | $110.07万 | 0.42% | 16,299 | -582 | -3.4% | -$3.93万 | 减仓 |
| GE | GE AEROSPACE | $110.24万 | 0.42% | 3,885 | 0 | 0.0% | — | 不变 |