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 |
|---|---|---|---|---|---|---|---|---|
| INDA | ISHARES TR | $0 | 0.00% | 0 | -9,119 | -100.0% | -$42.71万 | 清仓 |
| IBTM | ISHARES TR | $0 | 0.00% | 0 | -12,030 | -100.0% | -$27.59万 | 清仓 |
| SGOL | ETFS GOLD TR | $0 | 0.00% | 0 | -4,886 | -100.0% | -$21.80万 | 清仓 |
| — | EIGHTCO HOLDINGS INC | $9,149 | 0.00% | 13,155 | 13,155 | — | $9,149 | 新建仓 |
| SLI | STANDARD LITHIUM CORP | $9.59万 | 0.03% | 34,860 | 60 | 0.2% | $165 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $17.83万 | 0.06% | 1,528 | 1,528 | — | $17.83万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $20.97万 | 0.07% | 290 | 290 | — | $20.97万 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND | $20.97万 | 0.07% | 1,685 | -339 | -16.7% | -$4.22万 | 减仓 |
| SO | SOUTHERN CO | $21.18万 | 0.07% | 2,213 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC | $21.22万 | 0.07% | 125 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $21.22万 | 0.07% | 432 | 432 | — | $21.22万 | 新建仓 |
| COP | CONOCOPHILLIPS | $21.56万 | 0.07% | 2,074 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $21.57万 | 0.07% | 500 | 500 | — | $21.57万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $22.02万 | 0.07% | 2,556 | 2,130 | 500.0% | $18.35万 | 重新持有 |
| GLW | CORNING INC | $22.09万 | 0.07% | 865 | 865 | — | $22.09万 | 新建仓 |
| D | DOMINION ENERGY INC | $22.24万 | 0.07% | 3,256 | -124 | -3.7% | -$8,468 | 减仓 |
| BA | BOEING CO | $22.36万 | 0.07% | 1,033 | 0 | 0.0% | — | 不变 |
| AIQ | GLOBAL X FDS | $22.51万 | 0.07% | 3,431 | 3,431 | — | $22.51万 | 新建仓 |
| TYG | TORTOISE ENERGY INFRSTRCTR C | $22.64万 | 0.08% | 5,280 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $22.84万 | 0.08% | 1,048 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $22.90万 | 0.08% | 1,202 | -892 | -42.6% | -$16.99万 | 减仓 |
| SLV | ISHARES SILVER TR | $23.07万 | 0.08% | 4,314 | 670 | 18.4% | $3.58万 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $23.09万 | 0.08% | 3,608 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $23.26万 | 0.08% | 198 | -346 | -63.6% | -$40.65万 | 减仓 |
| E | ENI SPA | $23.43万 | 0.08% | 5,000 | 0 | 0.0% | — | 不变 |
| EG | EVEREST GROUP LTD | $23.79万 | 0.08% | 666 | 34 | 5.4% | $1.21万 | 加仓 |
| IXC | ISHARES TR | $23.82万 | 0.08% | 4,848 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $24.17万 | 0.08% | 7,260 | 762 | 11.7% | $2.54万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $24.19万 | 0.08% | 5,601 | 5,601 | — | $24.19万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $24.25万 | 0.08% | 717 | 121 | 20.3% | $4.09万 | 重新持有 |
| DOV | DOVER CORP | $24.58万 | 0.08% | 1,096 | 46 | 4.4% | $1.03万 | 加仓 |
| IGM | ISHARES TR | $24.61万 | 0.08% | 1,504 | 1,504 | — | $24.61万 | 新建仓 |
| XYZ | BLOCK INC | $24.74万 | 0.08% | 3,255 | 76 | 2.4% | $5,776 | 重新持有 |
| CDX | SIMPLIFY EXCHANGE TRADED FUN | $24.84万 | 0.08% | 11,761 | 214 | 1.9% | $4,520 | 加仓 |
| ORCL | ORACLE CORP | $24.93万 | 0.08% | 1,701 | -54 | -3.1% | -$7,914 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $25.46万 | 0.08% | 1,034 | 1,034 | — | $25.46万 | 新建仓 |
| CF | CF INDUSTRIES HOLD | $26.07万 | 0.09% | 2,408 | 173 | 7.7% | $1.87万 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $26.13万 | 0.09% | 2,650 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $26.31万 | 0.09% | 633 | 633 | — | $26.31万 | 新建仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $26.57万 | 0.09% | 3,346 | -376 | -10.1% | -$2.99万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $26.60万 | 0.09% | 2,404 | 0 | 0.0% | — | 不变 |
| ARKG | ARK ETF TR | $27.04万 | 0.09% | 6,430 | 6,430 | — | $27.04万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $27.26万 | 0.09% | 3,826 | -248 | -6.1% | -$1.77万 | 减仓 |
| VV | VANGUARD INDEX FDS | $27.68万 | 0.09% | 805 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $27.83万 | 0.09% | 1,659 | 56 | 3.5% | $9,393 | 加仓 |
| PYLD | PIMCO ETF TR | $28.28万 | 0.09% | 10,665 | 1,420 | 15.4% | $3.77万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $28.84万 | 0.10% | 566 | -17 | -2.9% | -$8,661 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $29.15万 | 0.10% | 382 | -196 | -33.9% | -$14.96万 | 重新持有 |
| QUAL | ISHARES TR | $30.92万 | 0.10% | 1,409 | 40 | 2.9% | $8,777 | 加仓 |
| MDT | MEDTRONIC PLC | $30.95万 | 0.10% | 3,956 | -173 | -4.2% | -$1.35万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $31.07万 | 0.10% | 797 | 797 | — | $31.07万 | 新建仓 |
| PH | PARKER-HANNIFIN CORP | $32.56万 | 0.11% | 333 | 1 | 0.3% | $978 | 加仓 |
| ARKF | ARK ETF TR | $32.74万 | 0.11% | 8,296 | 214 | 2.6% | $8,444 | 加仓 |
| GE | GE AEROSPACE | $33.34万 | 0.11% | 892 | -2,993 | -77.0% | -$111.86万 | 减仓 |
| IYY | ISHARES TR | $33.52万 | 0.11% | 1,839 | 3 | 0.2% | $547 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $34.26万 | 0.11% | 6,340 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $34.37万 | 0.11% | 3,788 | 715 | 23.3% | $6.49万 | 加仓 |
| T | AT&T INC | $34.95万 | 0.12% | 16,886 | 722 | 4.5% | $1.49万 | 加仓 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $35.40万 | 0.12% | 27,659 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $36.59万 | 0.12% | 1,207 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $37.23万 | 0.12% | 3,868 | 3,868 | — | $37.23万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $37.38万 | 0.12% | 7,039 | 1,272 | 22.1% | $6.76万 | 加仓 |
| O | REALTY INCOME CORP | $37.89万 | 0.13% | 6,116 | 92 | 1.5% | $5,700 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $38.70万 | 0.13% | 6,717 | 484 | 7.8% | $2.79万 | 加仓 |
| EOG | EOG RES INC | $39.98万 | 0.13% | 3,082 | 308 | 11.1% | $4.00万 | 加仓 |
| IWM | ISHARES TR | $40.02万 | 0.13% | 1,332 | 0 | 0.0% | — | 不变 |
| QTUM | ETF SER SOLUTIONS | $40.67万 | 0.14% | 2,459 | 2,459 | — | $40.67万 | 新建仓 |
| XLU | SELECT SECTOR SPDR TR | $41.34万 | 0.14% | 9,118 | 1,847 | 25.4% | $8.37万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $42.54万 | 0.14% | 6,888 | 38 | 0.6% | $2,347 | 加仓 |
| MOH | MOLINA HEALTHCARE INC | $42.77万 | 0.14% | 1,870 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $45.96万 | 0.15% | 2,839 | 68 | 2.5% | $1.10万 | 加仓 |
| EMR | EMERSON ELEC CO | $49.11万 | 0.16% | 3,431 | -444 | -11.5% | -$6.36万 | 减仓 |
| WMT | WALMART INC | $51.86万 | 0.17% | 4,579 | 83 | 1.8% | $9,401 | 加仓 |
| GOOG | ALPHABET INC | $51.94万 | 0.17% | 1,470 | 0 | 0.0% | — | 不变 |
| EMBJ | EMBRAER S.A. | $51.97万 | 0.17% | 8,145 | -93 | -1.1% | -$5,933 | 减仓 |
| EWJ | ISHARES INC | $52.17万 | 0.17% | 5,593 | 677 | 13.8% | $6.31万 | 加仓 |
| TSLA | TESLA INC | $52.66万 | 0.17% | 1,252 | -45 | -3.5% | -$1.89万 | 减仓 |
| WM | WASTE MGMT INC DEL | $53.74万 | 0.18% | 2,411 | 526 | 27.9% | $11.72万 | 加仓 |
| PFE | PFIZER INC | $54.09万 | 0.18% | 22,463 | 608 | 2.8% | $1.46万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $54.16万 | 0.18% | 6,520 | -13 | -0.2% | -$1,080 | 减仓 |
| IEFA | ISHARES TR | $56.12万 | 0.19% | 5,811 | -3 | -0.1% | -$290 | 减仓 |
| QCOM | QUALCOMM INC | $56.27万 | 0.19% | 3,045 | 218 | 7.7% | $4.03万 | 加仓 |
| BAC | BANK OF AMER CORP | $58.35万 | 0.19% | 10,240 | 458 | 4.7% | $2.61万 | 加仓 |
| IEMG | ISHARES INC | $60.05万 | 0.20% | 7,249 | -100 | -1.4% | -$8,284 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $60.23万 | 0.20% | 10,090 | -129 | -1.3% | -$7,700 | 减仓 |
| NFG | NATIONAL FUEL GAS CO | $61.29万 | 0.20% | 7,938 | -500 | -5.9% | -$3.86万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $61.72万 | 0.20% | 1,810 | -59 | -3.2% | -$2.01万 | 减仓 |
| HD | HOME DEPOT INC | $63.73万 | 0.21% | 1,807 | 151 | 9.1% | $5.33万 | 加仓 |
| LLY | ELI LILLY & CO | $68.73万 | 0.23% | 573 | 11 | 2.0% | $1.32万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $70.58万 | 0.23% | 1,215 | -173 | -12.5% | -$10.05万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $71.26万 | 0.24% | 5,630 | 77 | 1.4% | $9,747 | 加仓 |
| RTX | RTX CORPORATION | $72.55万 | 0.24% | 3,824 | -51 | -1.3% | -$9,676 | 减仓 |
| CAT | CATERPILLAR INC | $73.03万 | 0.24% | 686 | -72 | -9.5% | -$7.66万 | 减仓 |
| FNB | F N B CORP | $74.70万 | 0.25% | 39,151 | -813 | -2.0% | -$1.55万 | 减仓 |
| QQQ | INVESCO QQQ TR | $76.87万 | 0.26% | 1,044 | 418 | 66.8% | $30.78万 | 加仓 |
| EFA | ISHARES TR | $78.95万 | 0.26% | 7,600 | -500 | -6.2% | -$5.19万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $83.88万 | 0.28% | 4,637 | 50 | 1.1% | $9,045 | 加仓 |
| CINF | CINCINNATI FINL CORP | $84.20万 | 0.28% | 4,548 | 2,528 | 125.1% | $46.80万 | 加仓 |
| KO | COCA COLA CO | $85.52万 | 0.28% | 10,523 | 286 | 2.8% | $2.32万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $86.65万 | 0.29% | 2,446 | -4 | -0.2% | -$1,417 | 减仓 |