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 |
|---|---|---|---|---|---|---|---|---|
| BIV | VANGUARD BD INDEX FDS | $1,694.12万 | 6.51% | 219,502 | 17,177 | 8.5% | $132.57万 | 加仓 |
| IQLT | ISHARES TR | $1,362.50万 | 5.23% | 294,723 | 17,731 | 6.4% | $81.97万 | 加仓 |
| IAU | ISHARES GOLD TR | $1,073.17万 | 4.12% | 121,730 | -1,226 | -1.0% | -$10.81万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $1,039.62万 | 3.99% | 405,467 | 6,522 | 1.6% | $16.72万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,039.26万 | 3.99% | 338,741 | 13,281 | 4.1% | $40.75万 | 加仓 |
| DGRW | WISDOMTREE TR | $1,028.39万 | 3.95% | 117,076 | 5,536 | 5.0% | $48.63万 | 加仓 |
| SHY | ISHARES TR | $1,024.96万 | 3.94% | 124,132 | 11,787 | 10.5% | $97.33万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $949.55万 | 3.65% | 167,529 | 18,106 | 12.1% | $102.62万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $932.73万 | 3.58% | 320,196 | -4,580 | -1.4% | -$13.34万 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $829.98万 | 3.19% | 135,353 | 2,069 | 1.6% | $12.69万 | 加仓 |
| IDEV | ISHARES TR | $798.18万 | 3.07% | 95,511 | 4,521 | 5.0% | $37.78万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $719.29万 | 2.76% | 101,123 | 6,642 | 7.0% | $47.24万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $663.26万 | 2.55% | 131,677 | 35,756 | 37.3% | $180.10万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $658.78万 | 2.53% | 194,560 | 10,803 | 5.9% | $36.58万 | 加仓 |
| ITOT | ISHARES TR | $552.82万 | 2.12% | 38,813 | -100 | -0.3% | -$1.42万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $510.44万 | 1.96% | 203,364 | 17,112 | 9.2% | $42.95万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $476.02万 | 1.83% | 94,056 | 11,635 | 14.1% | $58.88万 | 加仓 |
| AAPL | APPLE INC | $409.12万 | 1.57% | 16,120 | -278 | -1.7% | -$7.06万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $353.63万 | 1.36% | 24,121 | 2,173 | 9.9% | $31.86万 | 加仓 |
| BIL | SPDR SERIES TRUST | $303.13万 | 1.16% | 33,078 | -681 | -2.0% | -$6.24万 | 减仓 |
| GOOGL | ALPHABET INC | $274.97万 | 1.06% | 9,562 | 300 | 3.2% | $8.63万 | 加仓 |
| MSFT | MICROSOFT CORP | $256.07万 | 0.98% | 6,918 | 543 | 8.5% | $20.10万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $231.78万 | 0.89% | 7,879 | -16 | -0.2% | -$4,707 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $231.73万 | 0.89% | 74,848 | -1,257 | -1.7% | -$3.89万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $216.05万 | 0.83% | 22,925 | 968 | 4.4% | $9.12万 | 加仓 |
| — | EXXON MOBIL CORP | $215.99万 | 0.83% | 12,731 | 7 | 0.1% | $1,188 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $215.64万 | 0.83% | 36,837 | 8,895 | 31.8% | $52.07万 | 加仓 |
| IVW | ISHARES TR | $215.36万 | 0.83% | 19,040 | -295 | -1.5% | -$3.34万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $206.69万 | 0.79% | 27,521 | 3,012 | 12.3% | $22.62万 | 加仓 |
| TLT | ISHARES TR | $197.86万 | 0.76% | 22,823 | 1,290 | 6.0% | $11.18万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $188.46万 | 0.72% | 10,806 | -13 | -0.1% | -$2,267 | 减仓 |
| IVV | ISHARES TR | $159.65万 | 0.61% | 2,444 | -131 | -5.1% | -$8.56万 | 减仓 |
| AMLP | ALPS ETF TR | $159.35万 | 0.61% | 30,272 | 3,917 | 14.9% | $20.62万 | 加仓 |
| GLD | SPDR GOLD TR | $158.17万 | 0.61% | 3,676 | -57 | -1.5% | -$2.45万 | 减仓 |
| MPC | MARATHON PETE CORP | $155.57万 | 0.60% | 6,371 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $153.34万 | 0.59% | 20,823 | 551 | 2.7% | $4.06万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $147.51万 | 0.57% | 6,035 | -88 | -1.4% | -$2.15万 | 减仓 |
| AMZN | AMAZON COM INC | $144.62万 | 0.56% | 6,944 | 199 | 3.0% | $4.14万 | 加仓 |
| DEM | WISDOMTREE TR | $143.84万 | 0.55% | 28,948 | 1,598 | 5.8% | $7.94万 | 加仓 |
| IWR | ISHARES TR | $140.13万 | 0.54% | 14,412 | -236 | -1.6% | -$2.29万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $137.03万 | 0.53% | 24,681 | 391 | 1.6% | $2.17万 | 加仓 |
| ASML | ASML HLDG NV | $129.84万 | 0.50% | 983 | -189 | -16.1% | -$24.96万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $129.80万 | 0.50% | 5,355 | 22 | 0.4% | $5,333 | 加仓 |
| MRK | MERCK & CO INC | $129.16万 | 0.50% | 10,737 | -221 | -2.0% | -$2.66万 | 减仓 |
| ABBV | ABBVIE INC | $126.29万 | 0.49% | 5,807 | 679 | 13.2% | $14.77万 | 加仓 |
| NOBL | PROSHARES TR | $124.37万 | 0.48% | 11,732 | -840 | -6.7% | -$8.90万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $117.71万 | 0.45% | 7,948 | 41 | 0.5% | $6,072 | 加仓 |
| CVX | CHEVRON CORPORATION | $115.10万 | 0.44% | 5,563 | 506 | 10.0% | $10.47万 | 加仓 |
| MCD | MCDONALDS CORP | $113.07万 | 0.43% | 3,638 | 13 | 0.4% | $4,041 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $113.01万 | 0.43% | 22,512 | 2,140 | 10.5% | $10.74万 | 加仓 |
| GE | GE AEROSPACE | $110.24万 | 0.42% | 3,885 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $110.07万 | 0.42% | 16,299 | -582 | -3.4% | -$3.93万 | 减仓 |
| PEP | PEPSICO INC | $109.54万 | 0.42% | 7,054 | 283 | 4.2% | $4.39万 | 加仓 |
| AMGN | AMGEN INC | $109.14万 | 0.42% | 3,102 | 133 | 4.5% | $4.68万 | 加仓 |
| SHYM | BLACKROCK ETF TRUST II | $108.68万 | 0.42% | 49,354 | 4,175 | 9.2% | $9.19万 | 加仓 |
| META | META PLATFORMS INC | $105.39万 | 0.40% | 1,842 | 4 | 0.2% | $2,289 | 加仓 |
| EVSM | MORGAN STANLEY ETF TRUST | $104.70万 | 0.40% | 20,861 | 561 | 2.8% | $2.82万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $97.66万 | 0.38% | 1,502 | -433 | -22.4% | -$28.15万 | 减仓 |
| IVE | ISHARES TR | $92.59万 | 0.36% | 4,385 | -12 | -0.3% | -$2,534 | 减仓 |
| PG | PROCTER & GAMBLE CO | $91.90万 | 0.35% | 6,363 | -488 | -7.1% | -$7.05万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $90.76万 | 0.35% | 1,894 | -30 | -1.6% | -$1.44万 | 减仓 |
| MO | ALTRIA GROUP INC | $89.38万 | 0.34% | 13,544 | 551 | 4.2% | $3.64万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $86.70万 | 0.33% | 18,483 | -165 | -0.9% | -$7,740 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $84.09万 | 0.32% | 2,450 | 20 | 0.8% | $6,864 | 加仓 |
| NFG | NATIONAL FUEL GAS CO | $79.28万 | 0.30% | 8,438 | -199 | -2.3% | -$1.87万 | 减仓 |
| EFA | ISHARES TR | $78.68万 | 0.30% | 8,100 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $77.85万 | 0.30% | 10,237 | -70 | -0.7% | -$5,324 | 减仓 |
| CSCO | CISCO SYS INC | $76.80万 | 0.30% | 9,898 | -490 | -4.7% | -$3.80万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $75.84万 | 0.29% | 4,587 | -500 | -9.8% | -$8.27万 | 减仓 |
| RTX | RTX CORPORATION | $74.75万 | 0.29% | 3,875 | -340 | -8.1% | -$6.56万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $72.71万 | 0.28% | 5,553 | 125 | 2.3% | $1.64万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $72.63万 | 0.28% | 4,491 | -150 | -3.2% | -$2.43万 | 减仓 |
| FNB | F N B CORP | $66.82万 | 0.26% | 39,964 | -8 | -0.0% | -$134 | 减仓 |
| PFE | PFIZER INC | $61.37万 | 0.24% | 21,855 | 57 | 0.3% | $1,601 | 加仓 |
| WMT | WALMART INC | $55.88万 | 0.21% | 4,496 | -751 | -14.3% | -$9.33万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $55.23万 | 0.21% | 10,219 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $54.46万 | 0.21% | 1,656 | -16 | -1.0% | -$5,262 | 减仓 |
| CAT | CATERPILLAR INC | $53.69万 | 0.21% | 758 | -59 | -7.2% | -$4.18万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $53.56万 | 0.21% | 6,533 | -405 | -5.8% | -$3.32万 | 减仓 |
| IEFA | ISHARES TR | $52.63万 | 0.20% | 5,814 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $51.69万 | 0.20% | 562 | -6 | -1.1% | -$5,519 | 减仓 |
| IEMG | ISHARES INC | $51.26万 | 0.20% | 7,349 | -4 | -0.1% | -$279 | 减仓 |
| EMR | EMERSON ELEC CO | $50.77万 | 0.20% | 3,875 | 13 | 0.3% | $1,703 | 加仓 |
| EMBJ | EMBRAER S.A. | $48.88万 | 0.19% | 8,238 | -380 | -4.4% | -$2.25万 | 减仓 |
| TSLA | TESLA INC | $48.22万 | 0.19% | 1,297 | -15 | -1.1% | -$5,576 | 减仓 |
| BAC | BANK AMERICA CORP | $47.69万 | 0.18% | 9,782 | 91 | 0.9% | $4,436 | 加仓 |
| GEV | GE VERNOVA INC | $47.49万 | 0.18% | 544 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $46.86万 | 0.18% | 16,164 | -8 | -0.0% | -$232 | 减仓 |
| WM | WASTE MGMT INC DEL | $43.32万 | 0.17% | 1,885 | 83 | 4.6% | $1.91万 | 加仓 |
| INDA | ISHARES TR | $42.71万 | 0.16% | 9,119 | 794 | 9.5% | $3.72万 | 加仓 |
| GOOG | ALPHABET INC | $42.17万 | 0.16% | 1,470 | -31 | -2.1% | -$8,893 | 减仓 |
| EWJ | ISHARES INC | $41.51万 | 0.16% | 4,916 | -41 | -0.8% | -$3,462 | 减仓 |
| MMM | 3M CO | $40.24万 | 0.15% | 2,771 | 46 | 1.7% | $6,680 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $40.13万 | 0.15% | 2,024 | -904 | -30.9% | -$17.93万 | 减仓 |
| EOG | EOG RES INC | $40.10万 | 0.15% | 2,774 | 195 | 7.6% | $2.82万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $40.05万 | 0.15% | 6,850 | 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 |
| O | REALTY INCOME CORP | $36.85万 | 0.14% | 6,024 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $36.41万 | 0.14% | 2,827 | -116 | -3.9% | -$1.49万 | 减仓 |
| QQQ | INVESCO QQQ TR | $36.11万 | 0.14% | 626 | 15 | 2.5% | $8,652 | 加仓 |