13F 机构持仓

Magnolia Wealth Management, LLC

DOTHAN AL · SEC CIK 0001908732

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$1.91亿2026Q2
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

VTI 35.1%
VCRB 29.0%
IXUS 11.7%
VGT 7.5%
IJR 7.1%
VNQ 6.9%
MSFT 0.7%
AAPL 0.4%
FIX 0.4%
SPY 0.2%

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
WEC WEC ENERGY GROUP INC $00.00%0 -140-100.0% -$1.62万 清仓
QUAL ISHARES TR $00.00%0 -84-100.0% -$1.61万 清仓
ET ENERGY TRANSFER L P $00.00%0 -820-100.0% -$1.58万 清仓
FTCS FIRST TR EXCHANGE-TRADED FD $00.00%0 -170-100.0% -$1.58万 清仓
TGT TARGET CORP $00.00%0 -130-100.0% -$1.58万 清仓
FITB FIFTH THIRD BANCORP $00.00%0 -315-100.0% -$1.46万 清仓
NI NISOURCE INC $00.00%0 -305-100.0% -$1.42万 清仓
AMGN AMGEN INC $00.00%0 -40-100.0% -$1.41万 清仓
VPU VANGUARD WORLD FD $00.00%0 -70-100.0% -$1.39万 清仓
PWR QUANTA SVCS INC $00.00%0 -25-100.0% -$1.37万 清仓
NOC NORTHROP GRUMMAN CORP $00.00%0 -20-100.0% -$1.36万 清仓
ASML ASML HLDG NV $00.00%0 -10-100.0% -$1.32万 清仓
XLG INVESCO EXCHANGE TRADED FD T $00.00%0 -242-100.0% -$1.32万 清仓
AWK AMERICAN WTR WKS CO INC NEW $00.00%0 -85-100.0% -$1.16万 清仓
ENB ENBRIDGE INC $00.00%0 -202-100.0% -$1.09万 清仓
DUK DUKE ENERGY CORP NEW $00.00%0 -80-100.0% -$1.05万 清仓
LOW LOWES COS INC $00.00%0 -44-100.0% -$1.04万 清仓
LIN LINDE PLC $00.00%0 -20-100.0% -$9,915 清仓
ACN ACCENTURE PLC IRELAND $00.00%0 -50-100.0% -$9,915 清仓
XLI SELECT SECTOR SPDR TR $00.00%0 -61-100.0% -$9,866 清仓
UPS UNITED PARCEL SVCS INC $00.00%0 -100-100.0% -$9,838 清仓
OGE OGE ENERGY CORP $00.00%0 -205-100.0% -$9,832 清仓
BP BP PLC $00.00%0 -209-100.0% -$9,823 清仓
CODI COMPASS DIVERSIFIED $00.00%0 -1,230-100.0% -$9,668 清仓
IEMG ISHARES INC $00.00%0 -132-100.0% -$9,207 清仓
COF CAPITAL ONE FINL CORP $00.00%0 -50-100.0% -$9,122 清仓
LNT ALLIANT ENERGY CORP $00.00%0 -125-100.0% -$8,956 清仓
FE FIRSTENERGY CORP $00.00%0 -175-100.0% -$8,866 清仓
UNM UNUM GROUP $00.00%0 -120-100.0% -$8,764 清仓
MDT MEDTRONIC PLC $00.00%0 -100-100.0% -$8,665 清仓
FNF FIDELITY NATL FINL INC $00.00%0 -185-100.0% -$8,580 清仓
WFC WELLS FARGO & CO $00.00%0 -106-100.0% -$8,439 清仓
BKNG BOOKING HOLDINGS INC $00.00%0 -50-100.0% -$8,421 清仓
MS MORGAN STANLEY $00.00%0 -51-100.0% -$8,393 清仓
STX SEAGATE TECHNOLOGY HLDNGS PL $00.00%0 -20-100.0% -$7,835 清仓
XLB SELECT SECTOR SPDR TR $00.00%0 -152-100.0% -$7,595 清仓
DEO DIAGEO PLC $00.00%0 -100-100.0% -$7,445 清仓
SCHA SCHWAB STRATEGIC TR $00.00%0 -250-100.0% -$7,270 清仓
NVO NOVO-NORDISK A S $00.00%0 -197-100.0% -$7,240 清仓
SPGI S&P GLOBAL INC $00.00%0 -17-100.0% -$7,231 清仓
EOG EOG RES INC $00.00%0 -50-100.0% -$7,229 清仓
COR CENCORA INC $00.00%0 -23-100.0% -$7,225 清仓
TSCO TRACTOR SUPPLY CO $00.00%0 -159-100.0% -$7,203 清仓
SPYV SPDR SERIES TRUST $00.00%0 -122-100.0% -$6,903 清仓
SON SONOCO PRODS CO $00.00%0 -125-100.0% -$6,761 清仓
VRTX VERTEX PHARMACEUTICALS INC $00.00%0 -15-100.0% -$6,698 清仓
EMXC ISHARES INC $00.00%0 -78-100.0% -$6,135 清仓
CCL CARNIVAL CORP $00.00%0 -225-100.0% -$5,823 清仓
F FORD MTR CO $00.00%0 -480-100.0% -$5,539 清仓
— TASEKO MINES LTD $00.00%0 -781-100.0% -$5,037 清仓
MLM MARTIN MARIETTA MATLS INC $00.00%0 -8-100.0% -$4,709 清仓
BMY BRISTOL-MYERS SQUIBB CO $00.00%0 -75-100.0% -$4,549 清仓
CSX CSX CORP $00.00%0 -110-100.0% -$4,516 清仓
CME CME GROUP INC $00.00%0 -15-100.0% -$4,430 清仓
SOLS SOLSTICE ADVANCED MATLS INC $00.00%0 -57-100.0% -$4,341 清仓
VLO VALERO ENERGY CORP $00.00%0 -15-100.0% -$3,706 清仓
ADBE ADOBE INC $00.00%0 -15-100.0% -$3,646 清仓
INTC INTEL CORP $00.00%0 -82-100.0% -$3,628 清仓
XEL XCEL ENERGY INC $00.00%0 -45-100.0% -$3,575 清仓
ROP ROPER TECHNOLOGIES INC $00.00%0 -10-100.0% -$3,539 清仓
TMO THERMO FISHER SCIENTIFIC INC $00.00%0 -7-100.0% -$3,441 清仓
IJH ISHARES TR $00.00%0 -50-100.0% -$3,377 清仓
CP CANADIAN PACIFIC KANSAS CITY $00.00%0 -42-100.0% -$3,304 清仓
EMR EMERSON ELEC CO $00.00%0 -25-100.0% -$3,276 清仓
DIS DISNEY WALT CO $00.00%0 -32-100.0% -$3,084 清仓
NXPI NXP SEMICONDUCTORS N V $00.00%0 -15-100.0% -$2,953 清仓
VOT VANGUARD INDEX FDS $00.00%0 -11-100.0% -$2,831 清仓
CVS CVS HEALTH CORP $00.00%0 -36-100.0% -$2,586 清仓
LAZ LAZARD INC $00.00%0 -60-100.0% -$2,549 清仓
BAM BROOKFIELD ASSET MANAGMT LTD $00.00%0 -55-100.0% -$2,445 清仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $00.00%0 -7-100.0% -$2,366 清仓
CDNS CADENCE DESIGN SYSTEM INC $00.00%0 -8-100.0% -$2,223 清仓
ULTA ULTA BEAUTY INC $00.00%0 -4-100.0% -$2,091 清仓
BBY BEST BUY INC $00.00%0 -30-100.0% -$1,926 清仓
HWM HOWMET AEROSPACE INC $00.00%0 -8-100.0% -$1,844 清仓
WSO WATSCO INC $00.00%0 -5-100.0% -$1,819 清仓
WEN WENDYS CO $00.00%0 -260-100.0% -$1,807 清仓
ITA ISHARES TR $00.00%0 -8-100.0% -$1,750 清仓
SHW SHERWIN WILLIAMS CO $00.00%0 -5-100.0% -$1,603 清仓
PANW PALO ALTO NETWORKS INC $00.00%0 -10-100.0% -$1,603 清仓
— BRC INC $00.00%0 -1,828-100.0% -$1,419 清仓
XLC SELECT SECTOR SPDR TR $00.00%0 -12-100.0% -$1,330 清仓
MDLZ MONDELEZ INTL INC $00.00%0 -23-100.0% -$1,326 清仓
VOD VODAFONE GROUP PLC $00.00%0 -78-100.0% -$1,172 清仓
TSLA TESLA INC $00.00%0 -3-100.0% -$1,115 清仓
PGR PROGRESSIVE CORP $00.00%0 -5-100.0% -$991 清仓
PRU PRUDENTIAL FINL INC $00.00%0 -10-100.0% -$977 清仓
HRB BLOCK H & R INC $00.00%0 -30-100.0% -$952 清仓
FMC FMC CORP $00.00%0 -45-100.0% -$775 清仓
GE GE AEROSPACE $00.00%0 -2-100.0% -$568 清仓
SWBI SMITH & WESSON BRANDS INC $00.00%0 -36-100.0% -$516 清仓
DG DOLLAR GEN CORP $00.00%0 -3-100.0% -$356 清仓
FG F&G ANNUITIES & LIFE INC $00.00%0 -11-100.0% -$279 清仓
USMV ISHARES TR $00.00%0 -3-100.0% -$278 清仓
— BLUEROCK HOMES TRUST INC $00.00%0 -20-100.0% -$227 清仓
NVDA NVIDIA CORPORATION $20.40万0.11%1,020 10.1% $200 加仓
WMT WALMART INC $21.72万0.11%1,918 00.0% — 不变
QQQ INVESCO QQQ TR $22.02万0.12%299 00.0% — 不变
UNH UNITEDHEALTH GROUP INC $24.11万0.13%580 00.0% — 不变
JPM JPMORGAN CHASE & CO $32.21万0.17%984 00.0% — 不变