Magnolia Wealth Management, LLC
DOTHAN AL · SEC CIK 0001908732
$1.72亿2026Q1 申报市值
212持仓数
95.9%前十大占比 · 第一大 33.4%
197 / 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
VTI 加仓+$70.45万
VCRB 加仓+$44.25万
VNQ 加仓+$32.37万
IJR 加仓+$26.59万
NVDA 新建仓+$17.77万
2026Q1 卖出最多 按季末市值估算
AMZN 减仓-$18.89万
SPY 减仓-$1.63万
WMT 减仓-$5,468
MSFT 减仓-$2,591
GOOGL 减仓-$2,013
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 |
|---|---|---|---|---|---|---|---|---|
| ETR | ENTERGY CORP NEW | $1.80万 | 0.01% | 160 | 160 | — | $1.80万 | 新建仓 |
| V | VISA INC | $1.81万 | 0.01% | 60 | 60 | — | $1.81万 | 新建仓 |
| IGM | ISHARES TR | $1.85万 | 0.01% | 156 | 156 | — | $1.85万 | 新建仓 |
| PFE | PFIZER INC | $1.87万 | 0.01% | 665 | 665 | — | $1.87万 | 新建仓 |
| WY | WEYERHAEUSER CO | $1.93万 | 0.01% | 792 | 792 | — | $1.93万 | 新建仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $1.94万 | 0.01% | 490 | 490 | — | $1.94万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $1.94万 | 0.01% | 100 | 100 | — | $1.94万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $1.95万 | 0.01% | 39 | 39 | — | $1.95万 | 新建仓 |
| WMB | WILLIAMS COS INC | $1.95万 | 0.01% | 268 | 268 | — | $1.95万 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC | $1.95万 | 0.01% | 75 | 75 | — | $1.95万 | 新建仓 |
| ORCL | ORACLE CORP | $2.03万 | 0.01% | 138 | 138 | — | $2.03万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $2.05万 | 0.01% | 124 | 124 | — | $2.05万 | 新建仓 |
| O | REALTY INCOME CORP | $2.09万 | 0.01% | 342 | 342 | — | $2.09万 | 新建仓 |
| IYW | ISHARES TR | $2.27万 | 0.01% | 125 | 125 | — | $2.27万 | 新建仓 |
| TJX | TJX COS INC NEW | $2.28万 | 0.01% | 143 | 143 | — | $2.28万 | 新建仓 |
| CSCO | CISCO SYS INC | $2.33万 | 0.01% | 300 | 300 | — | $2.33万 | 新建仓 |
| EFV | ISHARES TR | $2.36万 | 0.01% | 318 | 318 | — | $2.36万 | 新建仓 |
| KMI | KINDER MORGAN INC DEL | $2.45万 | 0.01% | 730 | 730 | — | $2.45万 | 新建仓 |
| AVGO | BROADCOM INC | $2.48万 | 0.01% | 80 | 80 | — | $2.48万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $2.49万 | 0.01% | 190 | 190 | — | $2.49万 | 新建仓 |
| BOXX | EA SERIES TRUST | $2.50万 | 0.01% | 215 | 215 | — | $2.50万 | 新建仓 |
| T | AT&T INC | $2.53万 | 0.01% | 873 | 873 | — | $2.53万 | 新建仓 |
| DTM | DT MIDSTREAM INC | $2.65万 | 0.02% | 197 | 197 | — | $2.65万 | 新建仓 |
| RCL | ROYAL CARIBBEAN GROUP | $2.75万 | 0.02% | 100 | 100 | — | $2.75万 | 新建仓 |
| XME | SPDR SERIES TRUST | $2.76万 | 0.02% | 256 | 256 | — | $2.76万 | 新建仓 |
| IEV | ISHARES TR | $2.81万 | 0.02% | 413 | 413 | — | $2.81万 | 新建仓 |
| TLT | ISHARES TR | $2.83万 | 0.02% | 327 | 327 | — | $2.83万 | 新建仓 |
| TLH | ISHARES TR | $2.92万 | 0.02% | 290 | 290 | — | $2.92万 | 新建仓 |
| IVW | ISHARES TR | $3.10万 | 0.02% | 274 | 274 | — | $3.10万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $3.10万 | 0.02% | 127 | 127 | — | $3.10万 | 新建仓 |
| IWB | ISHARES TR | $3.17万 | 0.02% | 89 | 89 | — | $3.17万 | 新建仓 |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $3.21万 | 0.02% | 2,330 | 2,330 | — | $3.21万 | 新建仓 |
| HYG | ISHARES TR | $3.22万 | 0.02% | 405 | 405 | — | $3.22万 | 新建仓 |
| FLTR | VANECK ETF TRUST | $3.29万 | 0.02% | 1,290 | 1,290 | — | $3.29万 | 新建仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $3.32万 | 0.02% | 710 | 710 | — | $3.32万 | 新建仓 |
| SHYG | ISHARES TR | $3.34万 | 0.02% | 789 | 789 | — | $3.34万 | 新建仓 |
| GL | GLOBE LIFE INC | $3.42万 | 0.02% | 246 | 246 | — | $3.42万 | 新建仓 |
| PSX | PHILLIPS 66 | $3.46万 | 0.02% | 190 | 190 | — | $3.46万 | 新建仓 |
| MO | ALTRIA GROUP INC | $3.51万 | 0.02% | 532 | 532 | — | $3.51万 | 新建仓 |
| FLOT | ISHARES TR | $3.57万 | 0.02% | 700 | 700 | — | $3.57万 | 新建仓 |
| TRV | TRAVELERS COMPANIES INC | $3.67万 | 0.02% | 126 | 126 | — | $3.67万 | 新建仓 |
| TT | TRANE TECHNOLOGIES PLC | $3.75万 | 0.02% | 90 | 90 | — | $3.75万 | 新建仓 |
| BAC | BANK AMERICA CORP | $3.78万 | 0.02% | 776 | 776 | — | $3.78万 | 新建仓 |
| ITOT | ISHARES TR | $3.85万 | 0.02% | 270 | 270 | — | $3.85万 | 新建仓 |
| VMC | VULCAN MATLS CO | $3.86万 | 0.02% | 142 | 142 | — | $3.86万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $3.90万 | 0.02% | 129 | 129 | — | $3.90万 | 新建仓 |
| PLD | PROLOGIS INC. | $4.01万 | 0.02% | 303 | 303 | — | $4.01万 | 新建仓 |
| SCHX | SCHWAB STRATEGIC TR | $4.16万 | 0.02% | 1,623 | 1,623 | — | $4.16万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $4.19万 | 0.02% | 173 | 173 | — | $4.19万 | 新建仓 |
| EEM | ISHARES TR | $4.24万 | 0.02% | 746 | 746 | — | $4.24万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $4.30万 | 0.03% | 72 | 72 | — | $4.30万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $4.34万 | 0.03% | 864 | 864 | — | $4.34万 | 新建仓 |
| C | CITIGROUP INC | $4.36万 | 0.03% | 385 | 385 | — | $4.36万 | 新建仓 |
| CTAS | CINTAS CORP | $4.40万 | 0.03% | 260 | 260 | — | $4.40万 | 新建仓 |
| DFIC | DIMENSIONAL ETF TRUST | $4.73万 | 0.03% | 1,332 | 1,332 | — | $4.73万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $4.77万 | 0.03% | 139 | 139 | — | $4.77万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $4.84万 | 0.03% | 80 | 80 | — | $4.84万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $4.85万 | 0.03% | 111 | 111 | — | $4.85万 | 新建仓 |
| DGRO | ISHARES TR | $4.86万 | 0.03% | 693 | 693 | — | $4.86万 | 新建仓 |
| DFEM | DIMENSIONAL ETF TRUST | $4.89万 | 0.03% | 1,415 | 1,415 | — | $4.89万 | 新建仓 |
| MRK | MERCK & CO INC | $4.95万 | 0.03% | 411 | 411 | — | $4.95万 | 新建仓 |
| — | EXXON MOBIL CORP | $5.02万 | 0.03% | 296 | 296 | — | $5.02万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $5.09万 | 0.03% | 246 | 246 | — | $5.09万 | 新建仓 |
| — | HONEYWELL INTL INC | $5.15万 | 0.03% | 228 | 228 | — | $5.15万 | 新建仓 |
| GLD | SPDR GOLD TR | $5.16万 | 0.03% | 120 | 120 | — | $5.16万 | 新建仓 |
| ABBV | ABBVIE INC | $5.31万 | 0.03% | 244 | 244 | — | $5.31万 | 新建仓 |
| CINF | CINCINNATI FINL CORP | $5.35万 | 0.03% | 340 | 340 | — | $5.35万 | 新建仓 |
| FNDB | SCHWAB STRATEGIC TR | $5.59万 | 0.03% | 2,055 | 2,055 | — | $5.59万 | 新建仓 |
| TMUS | T-MOBILE US INC | $5.60万 | 0.03% | 267 | 267 | — | $5.60万 | 新建仓 |
| DTE | DTE ENERGY CO | $5.61万 | 0.03% | 384 | 384 | — | $5.61万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $5.67万 | 0.03% | 908 | 908 | — | $5.67万 | 新建仓 |
| SLV | ISHARES SILVER TR | $6.20万 | 0.04% | 910 | 910 | — | $6.20万 | 新建仓 |
| KO | COCA COLA CO | $6.22万 | 0.04% | 818 | 818 | — | $6.22万 | 新建仓 |
| HD | HOME DEPOT INC | $6.28万 | 0.04% | 191 | 191 | — | $6.28万 | 新建仓 |
| IAU | ISHARES GOLD TR | $6.33万 | 0.04% | 718 | 718 | — | $6.33万 | 新建仓 |
| MCD | MCDONALDS CORP | $6.59万 | 0.04% | 212 | 212 | — | $6.59万 | 新建仓 |
| META | META PLATFORMS INC | $6.75万 | 0.04% | 118 | 118 | — | $6.75万 | 新建仓 |
| ROAD | CONSTRUCTION PARTNERS INC | $7.61万 | 0.04% | 685 | 685 | — | $7.61万 | 新建仓 |
| COP | CONOCOPHILLIPS | $7.64万 | 0.04% | 579 | 579 | — | $7.64万 | 新建仓 |
| PEP | PEPSICO INC | $7.76万 | 0.05% | 500 | 500 | — | $7.76万 | 新建仓 |
| TFC | TRUIST FINL CORP | $8.75万 | 0.05% | 1,904 | 1,904 | — | $8.75万 | 新建仓 |
| DE | DEERE & CO | $8.82万 | 0.05% | 157 | 157 | — | $8.82万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $8.97万 | 0.05% | 621 | 621 | — | $8.97万 | 新建仓 |
| IVLU | ISHARES TR | $9.30万 | 0.05% | 2,344 | 2,344 | — | $9.30万 | 新建仓 |
| IVV | ISHARES TR | $9.47万 | 0.06% | 145 | 145 | — | $9.47万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $9.78万 | 0.06% | 2,516 | 2,516 | — | $9.78万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $10.30万 | 0.06% | 1,109 | 1,109 | — | $10.30万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $10.86万 | 0.06% | 109 | 109 | — | $10.86万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $11.31万 | 0.07% | 236 | 236 | — | $11.31万 | 新建仓 |
| AFL | AFLAC INC | $12.40万 | 0.07% | 1,130 | 1,130 | — | $12.40万 | 新建仓 |
| LLY | ELI LILLY & CO | $13.15万 | 0.08% | 143 | 143 | — | $13.15万 | 新建仓 |
| AMZN | AMAZON COM INC | $13.27万 | 0.08% | 637 | -907 | -58.7% | -$18.89万 | 减仓 |
| VDE | VANGUARD WORLD FD | $14.09万 | 0.08% | 814 | 814 | — | $14.09万 | 新建仓 |
| SCHG | SCHWAB STRATEGIC TR | $15.15万 | 0.09% | 5,200 | 5,200 | — | $15.15万 | 新建仓 |
| OEF | ISHARES TR | $15.39万 | 0.09% | 484 | 484 | — | $15.39万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $15.69万 | 0.09% | 580 | 580 | — | $15.69万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $17.26万 | 0.10% | 299 | 299 | — | $17.26万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $17.77万 | 0.10% | 1,019 | 1,019 | — | $17.77万 | 新建仓 |
| WMT | WALMART INC | $23.84万 | 0.14% | 1,918 | -44 | -2.2% | -$5,468 | 减仓 |
| GOOGL | ALPHABET INC | $26.54万 | 0.15% | 923 | -7 | -0.8% | -$2,013 | 减仓 |