13F 机构持仓

MKT Advisors LLC

CARLSBAD CA · SEC CIK 0001906802

2026Q22026Q1 更早 9 个季度 🔒
$2.98亿2026Q1 申报市值
157持仓数
62.4%前十大占比 · 第一大 10.8%
2 / 8新建仓 / 清仓
申报市值走势$3.22亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SPY 10.8%
VOO 7.7%
TFLO 7.2%
IBTH 6.0%
IBTI 6.0%
IBTG 6.0%
SPYM 4.9%
DIA 4.8%
IBTJ 4.5%
IBTK 4.4%

2026Q1 买入最多 按季末市值估算

TFLO 加仓+$1,041.32万
SPYM 加仓+$193.30万
SPTS 加仓+$94.10万
DYNF 加仓+$53.97万
IBTH 加仓+$51.58万

2026Q1 卖出最多 按季末市值估算

SPY 减仓-$69.61万
OKE 减仓-$50.25万
COST 减仓-$40.12万
CME 减仓-$26.65万
DIA 减仓-$25.34万

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
ORCL ORACLE CORP $00.00%0 -1,302-100.0% -$25.08万 清仓
MBB ISHARES TR $00.00%0 -2,611-100.0% -$24.90万 清仓
SHEL SHELL PLC $00.00%0 -2,900-100.0% -$21.76万 清仓
MAIN MAIN STR CAP CORP $00.00%0 -3,427-100.0% -$21.40万 清仓
HD HOME DEPOT INC $00.00%0 -621-100.0% -$21.36万 清仓
DIS DISNEY WALT CO $00.00%0 -1,868-100.0% -$21.31万 清仓
MA MASTERCARD INCORPORATED $00.00%0 -365-100.0% -$20.75万 清仓
D DOMINION ENERGY INC $00.00%0 -3,478-100.0% -$20.41万 清仓
JPC NUVEEN PFD & INCOME OPPORTUN $8.16万0.03%10,700 -2,688-20.1% -$2.05万 减仓
MHD BLACKROCK MUNIHOLDINGS FD IN $12.19万0.04%10,638 10,638— $12.19万 新建仓
TILT FLEXSHARES TR $20.52万0.07%839 00.0% — 不变
FE FIRSTENERGY CORP $20.85万0.07%4,089 -700-14.6% -$3.57万 减仓
VHT VANGUARD WORLD FD $21.11万0.07%774 00.0% — 不变
ITT ITT INC $21.59万0.07%1,100 -200-15.4% -$3.92万 减仓
VNQ VANGUARD INDEX FDS $21.66万0.07%2,394 00.0% — 不变
JEF JEFFERIES FINANCIAL GROUP IN $22.18万0.07%5,275 00.0% — 不变
VDE VANGUARD WORLD FD $22.19万0.07%1,301 1,301— $22.19万 新建仓
SCHX SCHWAB STRATEGIC TR $22.60万0.08%8,691 00.0% — 不变
IUSG ISHARES TR $23.25万0.08%1,465 00.0% — 不变
CME CME GROUP INC $23.29万0.08%750 -858-53.4% -$26.65万 减仓
PFF ISHARES TR $23.31万0.08%7,650 -1,050-12.1% -$3.20万 减仓
XLU SELECT SECTOR SPDR TR $23.78万0.08%5,140 -659-11.4% -$3.05万 减仓
QDF FLEXSHARES TR $23.94万0.08%3,000 00.0% — 不变
KO COCA COLA CO $23.97万0.08%3,157 -25-0.8% -$1,898 减仓
LCTU BLACKROCK ETF TRUST $24.08万0.08%3,391 00.0% — 不变
RIO RIO TINTO PLC $24.28万0.08%2,565 -2,275-47.0% -$21.53万 减仓
BA BOEING CO $24.38万0.08%1,161 -151-11.5% -$3.17万 减仓
EPD ENTERPRISE PRODS PARTNERS L $25.06万0.08%6,525 -3,400-34.3% -$13.06万 减仓
USB US BANCORP $25.15万0.08%4,683 00.0% — 不变
SDOG ALPS ETF TR $25.52万0.09%3,925 00.0% — 不变
XEXGX EATON VANCE TAX-MANAGED GLOB $25.62万0.09%29,011 -4,100-12.4% -$3.62万 减仓
IBM INTERNATIONAL BUSINESS MACHS $25.62万0.09%1,046 -156-13.0% -$3.82万 减仓
WFC WELLS FARGO & CO $26.20万0.09%3,205 -1,035-24.4% -$8.46万 减仓
CSCO CISCO SYS INC $26.46万0.09%3,280 -71-2.1% -$5,728 减仓
T AT&T INC $26.53万0.09%9,461 -1,200-11.3% -$3.36万 减仓
NAC NUVEEN CA DIVI ADV MUN $26.59万0.09%22,901 00.0% — 不变
EFV ISHARES TR $27.17万0.09%3,605 00.0% — 不变
XLB SELECT SECTOR SPDR TR $27.27万0.09%5,445 390.7% $1,953 加仓
BX BLACKSTONE INC $27.45万0.09%2,435 -357-12.8% -$4.02万 减仓
ECHO ECHOSTAR CORP $27.54万0.09%2,207 00.0% — 不变
INTC INTEL CORP $28.02万0.09%5,295 -32-0.6% -$1,693 减仓
TGT TARGET CORP $28.86万0.10%2,415 -11-0.5% -$1,315 减仓
VPU VANGUARD WORLD FD $28.96万0.10%1,448 50.3% $1,000 加仓
BOXX EA SERIES TRUST $28.98万0.10%2,493 00.0% — 不变
V VISA INC $29.05万0.10%960 30.3% $908 加仓
HSIC SCHEIN HENRY INC $29.11万0.10%3,942 00.0% — 不变
DUK DUKE ENERGY CORP NEW $29.27万0.10%2,220 -757-25.4% -$9.98万 减仓
UPS UNITED PARCEL SVCS INC $29.40万0.10%3,013 -14-0.5% -$1,366 减仓
BND VANGUARD BD INDEX FDS $29.84万0.10%4,055 00.0% — 不变
ORLY OREILLY AUTOMOTIVE INC $29.91万0.10%3,274 88937.3% $8.12万 加仓
NFLX NETFLIX INC. $30.03万0.10%3,039 -2-0.1% -$198 减仓
IEFA ISHARES TR $30.66万0.10%3,342 2126.8% $1.95万 加仓
TSLA TESLA INC $30.78万0.10%888 -1-0.1% -$347 减仓
VEA VANGUARD TAX-MANAGED FDS $32.16万0.11%4,941 00.0% — 不变
VO VANGUARD INDEX FDS $32.45万0.11%1,115 -1-0.1% -$291 减仓
IJJ ISHARES TR $33.65万0.11%2,507 00.0% — 不变
SSO PROSHARES TR $34.08万0.11%6,400 00.0% — 不变
TRV TRAVELERS COMPANIES INC $34.20万0.11%1,159 -300-20.6% -$8.85万 减仓
BMY BRISTOL-MYERS SQUIBB CO $34.24万0.11%5,938 -695-10.5% -$4.01万 减仓
— NUVEEN CALIF AMT FREE MUNI I $34.40万0.12%28,883 -2,051-6.6% -$2.44万 减仓
XCHYX CALAMOS CONV & HIGH INCOME F $35.39万0.12%31,042 -5,423-14.9% -$6.18万 减仓
SUSL ISHARES TR $35.98万0.12%3,130 00.0% — 不变
VXF VANGUARD INDEX FDS $36.09万0.12%1,725 00.0% — 不变
SYY SYSCO CORP $37.71万0.13%5,149 50.1% $366 加仓
IWF ISHARES TR $39.50万0.13%914 00.0% — 不变
IJK ISHARES TR $39.64万0.13%3,874 00.0% — 不变
CVS CVS HEALTH CORP $40.33万0.14%5,156 -4-0.1% -$313 减仓
VGT VANGUARD WORLD FD $40.35万0.14%562 10.2% $718 加仓
OKE ONEOK INC NEW $40.46万0.14%4,464 -5,545-55.4% -$50.25万 减仓
META META PLATFORMS INC $40.99万0.14%713 -14-1.9% -$8,049 减仓
USMV ISHARES TR $41.58万0.14%4,460 00.0% — 不变
PG PROCTER & GAMBLE CO $41.72万0.14%2,953 -589-16.6% -$8.32万 减仓
XLE SELECT SECTOR SPDR TR $42.19万0.14%7,013 -42-0.6% -$2,527 减仓
BSRR SIERRA BANCORP $42.64万0.14%12,320 00.0% — 不变
PFE PFIZER INC $43.40万0.15%16,015 110.1% $298 加仓
JNJ JOHNSON & JOHNSON $43.90万0.15%1,841 130.7% $3,100 加仓
WPC WP CAREY INC $44.43万0.15%6,265 -400-6.0% -$2.84万 减仓
— ISHARES TR $44.54万0.15%16,963 -30-0.2% -$788 减仓
SO SOUTHERN CO $44.68万0.15%4,615 -37-0.8% -$3,582 减仓
EFA ISHARES TR $45.02万0.15%4,578 00.0% — 不变
— ISHARES TR $45.52万0.15%17,449 -27-0.2% -$704 减仓
— ISHARES TR $45.93万0.15%17,506 -29-0.2% -$761 减仓
MCK MCKESSON CORP $46.17万0.15%539 -221-29.1% -$18.93万 减仓
GARP ISHARES TR $47.41万0.16%7,243 00.0% — 不变
— ISHARES TR $47.49万0.16%18,334 -29-0.2% -$751 减仓
VZ VERIZON COMMUNICATIONS INC $47.53万0.16%9,775 -629-6.0% -$3.06万 减仓
RTX RTX CORPORATION $48.46万0.16%2,449 -452-15.6% -$8.94万 减仓
CAT CATERPILLAR INC $48.70万0.16%672 40.6% $2,899 加仓
SHLD GLOBAL X FDS $48.99万0.16%6,628 70812.0% $5.23万 加仓
VTI VANGUARD INDEX FDS $49.22万0.17%1,512 -766-33.6% -$24.93万 减仓
VTV VANGUARD INDEX FDS $49.26万0.17%2,493 -7-0.3% -$1,383 减仓
BAC BANK AMERICA CORP $49.79万0.17%9,902 -21-0.2% -$1,056 减仓
PM PHILIP MORRIS INTL INC $51.91万0.17%3,296 -6-0.2% -$945 减仓
ABBV ABBVIE INC $55.95万0.19%2,711 -8-0.3% -$1,651 减仓
PPL PPL CORP $55.96万0.19%14,402 -2,988-17.2% -$11.61万 减仓
ILCG ISHARES TR $56.71万0.19%5,809 10.0% $98 加仓
RSP INVESCO EXCHANGE TRADED FD T $57.25万0.19%2,959 00.0% — 不变
MRK MERCK & CO INC $58.67万0.20%4,919 -835-14.5% -$9.96万 减仓
CVX CHEVRON CORPORATION $58.90万0.20%2,922 -151-4.9% -$3.04万 减仓
NEE NEXTERA ENERGY INC $58.93万0.20%6,291 -588-8.5% -$5.51万 减仓