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 |
|---|---|---|---|---|---|---|---|---|
| BTI | BRITISH AMERN TOB PLC | $42.54万 | 0.14% | 6,888 | 38 | 0.6% | $2,347 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $41.34万 | 0.14% | 9,118 | 1,847 | 25.4% | $8.37万 | 加仓 |
| QTUM | ETF SER SOLUTIONS | $40.67万 | 0.14% | 2,459 | 2,459 | — | $40.67万 | 新建仓 |
| IWM | ISHARES TR | $40.02万 | 0.13% | 1,332 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC | $39.98万 | 0.13% | 3,082 | 308 | 11.1% | $4.00万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $38.70万 | 0.13% | 6,717 | 484 | 7.8% | $2.79万 | 加仓 |
| O | REALTY INCOME CORP | $37.89万 | 0.13% | 6,116 | 92 | 1.5% | $5,700 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $37.38万 | 0.12% | 7,039 | 1,272 | 22.1% | $6.76万 | 加仓 |
| DIS | DISNEY WALT CO | $37.23万 | 0.12% | 3,868 | 3,868 | — | $37.23万 | 新建仓 |
| VB | VANGUARD INDEX FDS | $36.59万 | 0.12% | 1,207 | 0 | 0.0% | — | 不变 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $35.40万 | 0.12% | 27,659 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $34.95万 | 0.12% | 16,886 | 722 | 4.5% | $1.49万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $34.37万 | 0.11% | 3,788 | 715 | 23.3% | $6.49万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $34.26万 | 0.11% | 6,340 | 0 | 0.0% | — | 不变 |
| IYY | ISHARES TR | $33.52万 | 0.11% | 1,839 | 3 | 0.2% | $547 | 加仓 |
| GE | GE AEROSPACE | $33.34万 | 0.11% | 892 | -2,993 | -77.0% | -$111.86万 | 减仓 |
| ARKF | ARK ETF TR | $32.74万 | 0.11% | 8,296 | 214 | 2.6% | $8,444 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $32.56万 | 0.11% | 333 | 1 | 0.3% | $978 | 加仓 |
| HCA | HCA HEALTHCARE INC | $31.07万 | 0.10% | 797 | 797 | — | $31.07万 | 新建仓 |
| MDT | MEDTRONIC PLC | $30.95万 | 0.10% | 3,956 | -173 | -4.2% | -$1.35万 | 减仓 |
| QUAL | ISHARES TR | $30.92万 | 0.10% | 1,409 | 40 | 2.9% | $8,777 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $29.15万 | 0.10% | 382 | -196 | -33.9% | -$14.96万 | 重新持有 |
| LMT | LOCKHEED MARTIN CORP | $28.84万 | 0.10% | 566 | -17 | -2.9% | -$8,661 | 减仓 |
| PYLD | PIMCO ETF TR | $28.28万 | 0.09% | 10,665 | 1,420 | 15.4% | $3.77万 | 加仓 |
| TMUS | T-MOBILE US INC | $27.83万 | 0.09% | 1,659 | 56 | 3.5% | $9,393 | 加仓 |
| VV | VANGUARD INDEX FDS | $27.68万 | 0.09% | 805 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $27.26万 | 0.09% | 3,826 | -248 | -6.1% | -$1.77万 | 减仓 |
| ARKG | ARK ETF TR | $27.04万 | 0.09% | 6,430 | 6,430 | — | $27.04万 | 新建仓 |
| ED | CONSOLIDATED EDISON INC | $26.60万 | 0.09% | 2,404 | 0 | 0.0% | — | 不变 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $26.57万 | 0.09% | 3,346 | -376 | -10.1% | -$2.99万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $26.31万 | 0.09% | 633 | 633 | — | $26.31万 | 新建仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $26.13万 | 0.09% | 2,650 | 0 | 0.0% | — | 不变 |
| CF | CF INDUSTRIES HOLD | $26.07万 | 0.09% | 2,408 | 173 | 7.7% | $1.87万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $25.46万 | 0.08% | 1,034 | 1,034 | — | $25.46万 | 新建仓 |
| ORCL | ORACLE CORP | $24.93万 | 0.08% | 1,701 | -54 | -3.1% | -$7,914 | 减仓 |
| CDX | SIMPLIFY EXCHANGE TRADED FUN | $24.84万 | 0.08% | 11,761 | 214 | 1.9% | $4,520 | 加仓 |
| XYZ | BLOCK INC | $24.74万 | 0.08% | 3,255 | 76 | 2.4% | $5,776 | 重新持有 |
| IGM | ISHARES TR | $24.61万 | 0.08% | 1,504 | 1,504 | — | $24.61万 | 新建仓 |
| DOV | DOVER CORP | $24.58万 | 0.08% | 1,096 | 46 | 4.4% | $1.03万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $24.25万 | 0.08% | 717 | 121 | 20.3% | $4.09万 | 重新持有 |
| PYPL | PAYPAL HLDGS INC | $24.19万 | 0.08% | 5,601 | 5,601 | — | $24.19万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $24.17万 | 0.08% | 7,260 | 762 | 11.7% | $2.54万 | 加仓 |
| IXC | ISHARES TR | $23.82万 | 0.08% | 4,848 | 0 | 0.0% | — | 不变 |
| EG | EVEREST GROUP LTD | $23.79万 | 0.08% | 666 | 34 | 5.4% | $1.21万 | 加仓 |
| E | ENI SPA | $23.43万 | 0.08% | 5,000 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $23.26万 | 0.08% | 198 | -346 | -63.6% | -$40.65万 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $23.09万 | 0.08% | 3,608 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $23.07万 | 0.08% | 4,314 | 670 | 18.4% | $3.58万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $22.90万 | 0.08% | 1,202 | -892 | -42.6% | -$16.99万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $22.84万 | 0.08% | 1,048 | 0 | 0.0% | — | 不变 |
| TYG | TORTOISE ENERGY INFRSTRCTR C | $22.64万 | 0.08% | 5,280 | 0 | 0.0% | — | 不变 |
| AIQ | GLOBAL X FDS | $22.51万 | 0.07% | 3,431 | 3,431 | — | $22.51万 | 新建仓 |
| BA | BOEING CO | $22.36万 | 0.07% | 1,033 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $22.24万 | 0.07% | 3,256 | -124 | -3.7% | -$8,468 | 减仓 |
| GLW | CORNING INC | $22.09万 | 0.07% | 865 | 865 | — | $22.09万 | 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 |
| DELL | DELL TECHNOLOGIES INC | $21.57万 | 0.07% | 500 | 500 | — | $21.57万 | 新建仓 |
| COP | CONOCOPHILLIPS | $21.56万 | 0.07% | 2,074 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $21.22万 | 0.07% | 432 | 432 | — | $21.22万 | 新建仓 |
| MELI | MERCADOLIBRE INC | $21.22万 | 0.07% | 125 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $21.18万 | 0.07% | 2,213 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $20.97万 | 0.07% | 1,685 | -339 | -16.7% | -$4.22万 | 减仓 |
| AMAT | APPLIED MATLS INC | $20.97万 | 0.07% | 290 | 290 | — | $20.97万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $17.83万 | 0.06% | 1,528 | 1,528 | — | $17.83万 | 新建仓 |
| SLI | STANDARD LITHIUM CORP | $9.59万 | 0.03% | 34,860 | 60 | 0.2% | $165 | 加仓 |
| — | EIGHTCO HOLDINGS INC | $9,149 | 0.00% | 13,155 | 13,155 | — | $9,149 | 新建仓 |
| 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 |