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 |
|---|---|---|---|---|---|---|---|---|
| VZ | VERIZON COMMUNICATIONS INC | $113.01万 | 0.43% | 22,512 | 2,140 | 10.5% | $10.74万 | 加仓 |
| MCD | MCDONALDS CORP | $113.07万 | 0.43% | 3,638 | 13 | 0.4% | $4,041 | 加仓 |
| CVX | CHEVRON CORPORATION | $115.10万 | 0.44% | 5,563 | 506 | 10.0% | $10.47万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $117.71万 | 0.45% | 7,948 | 41 | 0.5% | $6,072 | 加仓 |
| NOBL | PROSHARES TR | $124.37万 | 0.48% | 11,732 | -840 | -6.7% | -$8.90万 | 减仓 |
| ABBV | ABBVIE INC | $126.29万 | 0.49% | 5,807 | 679 | 13.2% | $14.77万 | 加仓 |
| MRK | MERCK & CO INC | $129.16万 | 0.50% | 10,737 | -221 | -2.0% | -$2.66万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $129.80万 | 0.50% | 5,355 | 22 | 0.4% | $5,333 | 加仓 |
| ASML | ASML HLDG NV | $129.84万 | 0.50% | 983 | -189 | -16.1% | -$24.96万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $137.03万 | 0.53% | 24,681 | 391 | 1.6% | $2.17万 | 加仓 |
| IWR | ISHARES TR | $140.13万 | 0.54% | 14,412 | -236 | -1.6% | -$2.29万 | 减仓 |
| DEM | WISDOMTREE TR | $143.84万 | 0.55% | 28,948 | 1,598 | 5.8% | $7.94万 | 加仓 |
| AMZN | AMAZON COM INC | $144.62万 | 0.56% | 6,944 | 199 | 3.0% | $4.14万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $147.51万 | 0.57% | 6,035 | -88 | -1.4% | -$2.15万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $153.34万 | 0.59% | 20,823 | 551 | 2.7% | $4.06万 | 加仓 |
| MPC | MARATHON PETE CORP | $155.57万 | 0.60% | 6,371 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $158.17万 | 0.61% | 3,676 | -57 | -1.5% | -$2.45万 | 减仓 |
| AMLP | ALPS ETF TR | $159.35万 | 0.61% | 30,272 | 3,917 | 14.9% | $20.62万 | 加仓 |
| IVV | ISHARES TR | $159.65万 | 0.61% | 2,444 | -131 | -5.1% | -$8.56万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $188.46万 | 0.72% | 10,806 | -13 | -0.1% | -$2,267 | 减仓 |
| TLT | ISHARES TR | $197.86万 | 0.76% | 22,823 | 1,290 | 6.0% | $11.18万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $206.69万 | 0.79% | 27,521 | 3,012 | 12.3% | $22.62万 | 加仓 |
| IVW | ISHARES TR | $215.36万 | 0.83% | 19,040 | -295 | -1.5% | -$3.34万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $215.64万 | 0.83% | 36,837 | 8,895 | 31.8% | $52.07万 | 加仓 |
| — | EXXON MOBIL CORP | $215.99万 | 0.83% | 12,731 | 7 | 0.1% | $1,188 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $216.05万 | 0.83% | 22,925 | 968 | 4.4% | $9.12万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $231.73万 | 0.89% | 74,848 | -1,257 | -1.7% | -$3.89万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $231.78万 | 0.89% | 7,879 | -16 | -0.2% | -$4,707 | 减仓 |
| MSFT | MICROSOFT CORP | $256.07万 | 0.98% | 6,918 | 543 | 8.5% | $20.10万 | 加仓 |
| GOOGL | ALPHABET INC | $274.97万 | 1.06% | 9,562 | 300 | 3.2% | $8.63万 | 加仓 |
| BIL | SPDR SERIES TRUST | $303.13万 | 1.16% | 33,078 | -681 | -2.0% | -$6.24万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $353.63万 | 1.36% | 24,121 | 2,173 | 9.9% | $31.86万 | 加仓 |
| AAPL | APPLE INC | $409.12万 | 1.57% | 16,120 | -278 | -1.7% | -$7.06万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $476.02万 | 1.83% | 94,056 | 11,635 | 14.1% | $58.88万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $510.44万 | 1.96% | 203,364 | 17,112 | 9.2% | $42.95万 | 加仓 |
| ITOT | ISHARES TR | $552.82万 | 2.12% | 38,813 | -100 | -0.3% | -$1.42万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $658.78万 | 2.53% | 194,560 | 10,803 | 5.9% | $36.58万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $663.26万 | 2.55% | 131,677 | 35,756 | 37.3% | $180.10万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $719.29万 | 2.76% | 101,123 | 6,642 | 7.0% | $47.24万 | 加仓 |
| IDEV | ISHARES TR | $798.18万 | 3.07% | 95,511 | 4,521 | 5.0% | $37.78万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $829.98万 | 3.19% | 135,353 | 2,069 | 1.6% | $12.69万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $932.73万 | 3.58% | 320,196 | -4,580 | -1.4% | -$13.34万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $949.55万 | 3.65% | 167,529 | 18,106 | 12.1% | $102.62万 | 加仓 |
| SHY | ISHARES TR | $1,024.96万 | 3.94% | 124,132 | 11,787 | 10.5% | $97.33万 | 加仓 |
| DGRW | WISDOMTREE TR | $1,028.39万 | 3.95% | 117,076 | 5,536 | 5.0% | $48.63万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,039.26万 | 3.99% | 338,741 | 13,281 | 4.1% | $40.75万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $1,039.62万 | 3.99% | 405,467 | 6,522 | 1.6% | $16.72万 | 加仓 |
| IAU | ISHARES GOLD TR | $1,073.17万 | 4.12% | 121,730 | -1,226 | -1.0% | -$10.81万 | 减仓 |
| IQLT | ISHARES TR | $1,362.50万 | 5.23% | 294,723 | 17,731 | 6.4% | $81.97万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $1,694.12万 | 6.51% | 219,502 | 17,177 | 8.5% | $132.57万 | 加仓 |