Magnolia Wealth Management, LLC
DOTHAN AL · SEC CIK 0001908732
$1.91亿2026Q2 申报市值
17持仓数
99.0%前十大占比 · 第一大 35.1%
0 / 195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
VCRB 加仓+$568.19万
VNQ 加仓+$137.21万
VTI 加仓+$98.58万
IJR 加仓+$56.18万
IXUS 加仓+$3.28万
2026Q2 卖出最多 按季末市值估算
VGT 减仓-$277.51万
OEF 清仓-$15.39万
SCHG 清仓-$15.15万
VDE 清仓-$14.09万
AMZN 清仓-$13.27万
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 |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | $6,708.23万 | 35.11% | 181,284 | 2,664 | 1.5% | $98.58万 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $5,535.81万 | 28.98% | 716,770 | 73,569 | 11.4% | $568.19万 | 加仓 |
| IXUS | ISHARES TR | $2,240.66万 | 11.73% | 234,771 | 344 | 0.1% | $3.28万 | 加仓 |
| VGT | VANGUARD WORLD FD | $1,438.89万 | 7.53% | 120,389 | -23,219 | -16.2% | -$277.51万 | 减仓 |
| IJR | ISHARES TR | $1,355.59万 | 7.10% | 91,403 | 3,788 | 4.3% | $56.18万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $1,314.39万 | 6.88% | 136,305 | 14,229 | 11.7% | $137.21万 | 加仓 |
| MSFT | MICROSOFT CORP | $127.02万 | 0.66% | 3,405 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $82.39万 | 0.43% | 2,847 | 0 | 0.0% | — | 不变 |
| FIX | COMFORT SYS USA INC | $76.90万 | 0.40% | 388 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $36.44万 | 0.19% | 488 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $35.02万 | 0.18% | 3,659 | -209 | -5.4% | -$2.00万 | 减仓 |
| GOOGL | ALPHABET INC | $32.99万 | 0.17% | 923 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $32.21万 | 0.17% | 984 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $24.11万 | 0.13% | 580 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $22.02万 | 0.12% | 299 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $21.72万 | 0.11% | 1,918 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $20.40万 | 0.11% | 1,020 | 1 | 0.1% | $200 | 加仓 |
| OEF | ISHARES TR | $0 | 0.00% | 0 | -484 | -100.0% | -$15.39万 | 清仓 |
| SCHG | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -5,200 | -100.0% | -$15.15万 | 清仓 |
| VDE | VANGUARD WORLD FD | $0 | 0.00% | 0 | -814 | -100.0% | -$14.09万 | 清仓 |
| AMZN | AMAZON COM INC | $0 | 0.00% | 0 | -637 | -100.0% | -$13.27万 | 清仓 |
| LLY | ELI LILLY & CO | $0 | 0.00% | 0 | -143 | -100.0% | -$13.15万 | 清仓 |
| AFL | AFLAC INC | $0 | 0.00% | 0 | -1,130 | -100.0% | -$12.40万 | 清仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | -236 | -100.0% | -$11.31万 | 清仓 |
| COST | COSTCO WHOLESALE CORPORATION | $0 | 0.00% | 0 | -109 | -100.0% | -$10.86万 | 清仓 |
| NEE | NEXTERA ENERGY INC | $0 | 0.00% | 0 | -1,109 | -100.0% | -$10.30万 | 清仓 |
| — | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -2,516 | -100.0% | -$9.78万 | 清仓 |
| IVV | ISHARES TR | $0 | 0.00% | 0 | -145 | -100.0% | -$9.47万 | 清仓 |
| IVLU | ISHARES TR | $0 | 0.00% | 0 | -2,344 | -100.0% | -$9.30万 | 清仓 |
| PG | PROCTER & GAMBLE CO | $0 | 0.00% | 0 | -621 | -100.0% | -$8.97万 | 清仓 |
| DE | DEERE & CO | $0 | 0.00% | 0 | -157 | -100.0% | -$8.82万 | 清仓 |
| TFC | TRUIST FINL CORP | $0 | 0.00% | 0 | -1,904 | -100.0% | -$8.75万 | 清仓 |
| PEP | PEPSICO INC | $0 | 0.00% | 0 | -500 | -100.0% | -$7.76万 | 清仓 |
| COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | -579 | -100.0% | -$7.64万 | 清仓 |
| ROAD | CONSTRUCTION PARTNERS INC | $0 | 0.00% | 0 | -685 | -100.0% | -$7.61万 | 清仓 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -118 | -100.0% | -$6.75万 | 清仓 |
| MCD | MCDONALDS CORP | $0 | 0.00% | 0 | -212 | -100.0% | -$6.59万 | 清仓 |
| IAU | ISHARES GOLD TR | $0 | 0.00% | 0 | -718 | -100.0% | -$6.33万 | 清仓 |
| HD | HOME DEPOT INC | $0 | 0.00% | 0 | -191 | -100.0% | -$6.28万 | 清仓 |
| KO | COCA COLA CO | $0 | 0.00% | 0 | -818 | -100.0% | -$6.22万 | 清仓 |
| SLV | ISHARES SILVER TR | $0 | 0.00% | 0 | -910 | -100.0% | -$6.20万 | 清仓 |
| — | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -908 | -100.0% | -$5.67万 | 清仓 |
| DTE | DTE ENERGY CO | $0 | 0.00% | 0 | -384 | -100.0% | -$5.61万 | 清仓 |
| TMUS | T-MOBILE US INC | $0 | 0.00% | 0 | -267 | -100.0% | -$5.60万 | 清仓 |
| FNDB | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -2,055 | -100.0% | -$5.59万 | 清仓 |
| CINF | CINCINNATI FINL CORP | $0 | 0.00% | 0 | -340 | -100.0% | -$5.35万 | 清仓 |
| ABBV | ABBVIE INC | $0 | 0.00% | 0 | -244 | -100.0% | -$5.31万 | 清仓 |
| GLD | SPDR GOLD TR | $0 | 0.00% | 0 | -120 | -100.0% | -$5.16万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -228 | -100.0% | -$5.15万 | 清仓 |
| CVX | CHEVRON CORPORATION | $0 | 0.00% | 0 | -246 | -100.0% | -$5.09万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -296 | -100.0% | -$5.02万 | 清仓 |
| MRK | MERCK & CO INC | $0 | 0.00% | 0 | -411 | -100.0% | -$4.95万 | 清仓 |
| DFEM | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -1,415 | -100.0% | -$4.89万 | 清仓 |
| DGRO | ISHARES TR | $0 | 0.00% | 0 | -693 | -100.0% | -$4.86万 | 清仓 |
| VUG | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -666 | -100.0% | -$4.85万 | 清仓 |
| LMT | LOCKHEED MARTIN CORP | $0 | 0.00% | 0 | -80 | -100.0% | -$4.84万 | 清仓 |
| GD | GENERAL DYNAMICS CORP | $0 | 0.00% | 0 | -139 | -100.0% | -$4.77万 | 清仓 |
| DFIC | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -1,332 | -100.0% | -$4.73万 | 清仓 |
| CTAS | CINTAS CORP | $0 | 0.00% | 0 | -260 | -100.0% | -$4.40万 | 清仓 |
| C | CITIGROUP INC | $0 | 0.00% | 0 | -385 | -100.0% | -$4.36万 | 清仓 |
| VZ | VERIZON COMMUNICATIONS INC | $0 | 0.00% | 0 | -864 | -100.0% | -$4.34万 | 清仓 |
| VOO | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -72 | -100.0% | -$4.30万 | 清仓 |
| EEM | ISHARES TR | $0 | 0.00% | 0 | -746 | -100.0% | -$4.24万 | 清仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | -173 | -100.0% | -$4.19万 | 清仓 |
| SCHX | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -1,623 | -100.0% | -$4.16万 | 清仓 |
| PLD | PROLOGIS INC. | $0 | 0.00% | 0 | -303 | -100.0% | -$4.01万 | 清仓 |
| AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | -129 | -100.0% | -$3.90万 | 清仓 |
| VMC | VULCAN MATLS CO | $0 | 0.00% | 0 | -142 | -100.0% | -$3.86万 | 清仓 |
| ITOT | ISHARES TR | $0 | 0.00% | 0 | -270 | -100.0% | -$3.85万 | 清仓 |
| BAC | BANK AMERICA CORP | $0 | 0.00% | 0 | -776 | -100.0% | -$3.78万 | 清仓 |
| TT | TRANE TECHNOLOGIES PLC | $0 | 0.00% | 0 | -90 | -100.0% | -$3.75万 | 清仓 |
| TRV | TRAVELERS COMPANIES INC | $0 | 0.00% | 0 | -126 | -100.0% | -$3.67万 | 清仓 |
| FLOT | ISHARES TR | $0 | 0.00% | 0 | -700 | -100.0% | -$3.57万 | 清仓 |
| MO | ALTRIA GROUP INC | $0 | 0.00% | 0 | -532 | -100.0% | -$3.51万 | 清仓 |
| PSX | PHILLIPS 66 | $0 | 0.00% | 0 | -190 | -100.0% | -$3.46万 | 清仓 |
| GL | GLOBE LIFE INC | $0 | 0.00% | 0 | -246 | -100.0% | -$3.42万 | 清仓 |
| SHYG | ISHARES TR | $0 | 0.00% | 0 | -789 | -100.0% | -$3.34万 | 清仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -710 | -100.0% | -$3.32万 | 清仓 |
| FLTR | VANECK ETF TRUST | $0 | 0.00% | 0 | -1,290 | -100.0% | -$3.29万 | 清仓 |
| HYG | ISHARES TR | $0 | 0.00% | 0 | -405 | -100.0% | -$3.22万 | 清仓 |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $0 | 0.00% | 0 | -2,330 | -100.0% | -$3.21万 | 清仓 |
| IWB | ISHARES TR | $0 | 0.00% | 0 | -89 | -100.0% | -$3.17万 | 清仓 |
| JNJ | JOHNSON & JOHNSON | $0 | 0.00% | 0 | -127 | -100.0% | -$3.10万 | 清仓 |
| IVW | ISHARES TR | $0 | 0.00% | 0 | -274 | -100.0% | -$3.10万 | 清仓 |
| TLH | ISHARES TR | $0 | 0.00% | 0 | -290 | -100.0% | -$2.92万 | 清仓 |
| TLT | ISHARES TR | $0 | 0.00% | 0 | -327 | -100.0% | -$2.83万 | 清仓 |
| IEV | ISHARES TR | $0 | 0.00% | 0 | -413 | -100.0% | -$2.81万 | 清仓 |
| XME | SPDR SERIES TRUST | $0 | 0.00% | 0 | -256 | -100.0% | -$2.76万 | 清仓 |
| RCL | ROYAL CARIBBEAN GROUP | $0 | 0.00% | 0 | -100 | -100.0% | -$2.75万 | 清仓 |
| DTM | DT MIDSTREAM INC | $0 | 0.00% | 0 | -197 | -100.0% | -$2.65万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -873 | -100.0% | -$2.53万 | 清仓 |
| BOXX | EA SERIES TRUST | $0 | 0.00% | 0 | -215 | -100.0% | -$2.50万 | 清仓 |
| AEP | AMERICAN ELEC PWR CO INC | $0 | 0.00% | 0 | -190 | -100.0% | -$2.49万 | 清仓 |
| AVGO | BROADCOM INC | $0 | 0.00% | 0 | -80 | -100.0% | -$2.48万 | 清仓 |
| KMI | KINDER MORGAN INC DEL | $0 | 0.00% | 0 | -730 | -100.0% | -$2.45万 | 清仓 |
| EFV | ISHARES TR | $0 | 0.00% | 0 | -318 | -100.0% | -$2.36万 | 清仓 |
| CSCO | CISCO SYS INC | $0 | 0.00% | 0 | -300 | -100.0% | -$2.33万 | 清仓 |
| TJX | TJX COS INC NEW | $0 | 0.00% | 0 | -143 | -100.0% | -$2.28万 | 清仓 |
| IYW | ISHARES TR | $0 | 0.00% | 0 | -125 | -100.0% | -$2.27万 | 清仓 |
| O | REALTY INCOME CORP | $0 | 0.00% | 0 | -342 | -100.0% | -$2.09万 | 清仓 |