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 |
|---|---|---|---|---|---|---|---|---|
| MDT | MEDTRONIC PLC | $35.78万 | 0.14% | 4,129 | 34 | 0.8% | $2,946 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $35.33万 | 0.14% | 5,767 | 139 | 2.5% | $8,515 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $35.24万 | 0.14% | 583 | 35 | 6.4% | $2.12万 | 加仓 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $34.10万 | 0.13% | 27,659 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $33.67万 | 0.13% | 1,603 | 3 | 0.2% | $630 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $33.37万 | 0.13% | 7,271 | 502 | 7.4% | $2.30万 | 加仓 |
| IWM | ISHARES TR | $33.03万 | 0.13% | 1,332 | 0 | 0.0% | — | 不变 |
| CINF | CINCINNATI FINL CORP | $31.78万 | 0.12% | 2,020 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $31.61万 | 0.12% | 1,207 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $31.55万 | 0.12% | 3,073 | -91 | -2.9% | -$9,343 | 减仓 |
| ARKF | ARK ETF TR | $30.72万 | 0.12% | 8,082 | 222 | 2.8% | $8,438 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $30.13万 | 0.12% | 6,340 | -20 | -0.3% | -$951 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $29.96万 | 0.12% | 1,869 | -465 | -19.9% | -$7.45万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $29.73万 | 0.11% | 332 | -10 | -2.9% | -$8,955 | 减仓 |
| IYY | ISHARES TR | $29.09万 | 0.11% | 1,836 | 4 | 0.2% | $634 | 加仓 |
| CF | CF INDUSTRIES HOLD | $29.02万 | 0.11% | 2,235 | 2,235 | — | $29.02万 | 新建仓 |
| E | ENI SPA | $28.30万 | 0.11% | 5,000 | 5,000 | — | $28.30万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $28.24万 | 0.11% | 1,388 | 88 | 6.8% | $1.79万 | 加仓 |
| IXC | ISHARES TR | $27.93万 | 0.11% | 4,848 | -933 | -16.1% | -$5.38万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $27.83万 | 0.11% | 2,094 | 2,094 | — | $27.83万 | 新建仓 |
| IBTM | ISHARES TR | $27.59万 | 0.11% | 12,030 | 12,030 | — | $27.59万 | 新建仓 |
| COP | CONOCOPHILLIPS | $27.38万 | 0.11% | 2,074 | 2,074 | — | $27.38万 | 新建仓 |
| ED | CONSOLIDATED EDISON INC | $27.21万 | 0.10% | 2,404 | 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 |
| TYG | TORTOISE ENERGY INFRSTRCTR C | $26.32万 | 0.10% | 5,280 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $26.26万 | 0.10% | 1,369 | -4 | -0.3% | -$767 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $26.11万 | 0.10% | 4,074 | -21 | -0.5% | -$1,346 | 减仓 |
| ORCL | ORACLE CORP | $25.82万 | 0.10% | 1,755 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $25.68万 | 0.10% | 3,608 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $24.97万 | 0.10% | 6,498 | 1,055 | 19.4% | $4.05万 | 加仓 |
| MOH | MOLINA HEALTHCARE INC | $24.93万 | 0.10% | 1,870 | 1,870 | — | $24.93万 | 新建仓 |
| SLV | ISHARES SILVER TR | $24.83万 | 0.10% | 3,644 | 3,644 | — | $24.83万 | 新建仓 |
| CDX | SIMPLIFY EXCHANGE TRADED FUN | $24.64万 | 0.09% | 11,547 | 235 | 2.1% | $5,015 | 加仓 |
| PYLD | PIMCO ETF TR | $24.22万 | 0.09% | 9,245 | 9,245 | — | $24.22万 | 新建仓 |
| VV | VANGUARD INDEX FDS | $24.05万 | 0.09% | 805 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $22.54万 | 0.09% | 5,108 | 5,108 | — | $22.54万 | 新建仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $22.40万 | 0.09% | 2,650 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP | $21.89万 | 0.08% | 1,050 | 16 | 1.5% | $3,335 | 加仓 |
| SGOL | ETFS GOLD TR | $21.80万 | 0.08% | 4,886 | -84 | -1.7% | -$3,748 | 减仓 |
| MELI | MERCADOLIBRE INC | $21.61万 | 0.08% | 125 | 125 | — | $21.61万 | 新建仓 |
| SO | SOUTHERN CO | $21.36万 | 0.08% | 2,213 | -9 | -0.4% | -$869 | 重新持有 |
| D | DOMINION ENERGY INC | $20.90万 | 0.08% | 3,380 | -164 | -4.6% | -$1.01万 | 重新持有 |
| EG | EVEREST GROUP LTD | $20.66万 | 0.08% | 632 | -101 | -13.8% | -$3.30万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $20.56万 | 0.08% | 1,048 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $20.56万 | 0.08% | 1,033 | 0 | 0.0% | — | 不变 |
| SLI | STANDARD LITHIUM LTD | $11.87万 | 0.05% | 34,800 | 0 | 0.0% | — | 不变 |
| 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 |