Mason & Associates Inc
LOS ANGELES CA · SEC CIK 0001917686
$5.16亿2026Q1 申报市值
160持仓数
50.1%前十大占比 · 第一大 11.1%
13 / 11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
URA 新建仓+$1,098.06万
UYLD 新建仓+$247.53万
VICR 加仓+$189.52万
SJNK 加仓+$107.37万
BAR 加仓+$96.60万
2026Q1 卖出最多 按季末市值估算
COWG 减仓-$530.23万
USFR 减仓-$229.58万
ALL 清仓-$115.89万
DFUS 减仓-$104.33万
JAAA 减仓-$97.56万
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 |
|---|---|---|---|---|---|---|---|---|
| IWB | ISHARES TR | $5,719.89万 | 11.08% | 164,995 | -1,632 | -1.0% | -$56.58万 | 减仓 |
| RECS | COLUMBIA ETF TR I | $3,923.15万 | 7.60% | 1,033,768 | -1,180 | -0.1% | -$4.48万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $3,399.86万 | 6.59% | 493,520 | -15,144 | -3.0% | -$104.33万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $2,229.98万 | 4.32% | 271,188 | 8,473 | 3.2% | $69.67万 | 加仓 |
| HFXI | NEW YORK LIFE INVESTMENTS ET | $2,138.67万 | 4.14% | 656,839 | 25,567 | 4.1% | $83.25万 | 加仓 |
| SMH | VANECK ETF TRUST | $2,022.34万 | 3.92% | 55,784 | 717 | 1.3% | $25.99万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1,817.37万 | 3.52% | 229,931 | 6,505 | 2.9% | $51.42万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $1,721.88万 | 3.34% | 340,899 | -19,315 | -5.4% | -$97.56万 | 减仓 |
| SJNK | SPDR SERIES TRUST | $1,563.61万 | 3.03% | 630,741 | 43,313 | 7.4% | $107.37万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $1,317.01万 | 2.55% | 122,126 | 2,525 | 2.1% | $27.23万 | 加仓 |
| GPIX | GOLDMAN SACHS ETF TR | $1,116.53万 | 2.16% | 229,362 | 3,851 | 1.7% | $18.75万 | 加仓 |
| URA | GLOBAL X FDS | $1,098.06万 | 2.13% | 242,451 | 242,451 | — | $1,098.06万 | 新建仓 |
| AVEM | AMERICAN CENTY ETF TR | $1,089.60万 | 2.11% | 140,088 | 8,342 | 6.3% | $64.88万 | 加仓 |
| AAPL | APPLE INC | $1,037.28万 | 2.01% | 42,058 | 1,301 | 3.2% | $32.09万 | 加仓 |
| VOX | VANGUARD WORLD FD | $1,014.41万 | 1.96% | 58,380 | 2,149 | 3.8% | $37.34万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $972.19万 | 1.88% | 58,860 | -343 | -0.6% | -$5.67万 | 减仓 |
| BAR | GRANITESHARES GOLD TR | $857.69万 | 1.66% | 192,912 | 21,727 | 12.7% | $96.60万 | 加仓 |
| USFR | WISDOMTREE TR | $798.88万 | 1.55% | 158,697 | -45,606 | -22.3% | -$229.58万 | 减仓 |
| TSLA | TESLA INC | $660.96万 | 1.28% | 18,604 | 633 | 3.5% | $22.49万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $648.74万 | 1.26% | 13,667 | -1,097 | -7.4% | -$52.07万 | 减仓 |
| MSFT | MICROSOFT CORP | $626.18万 | 1.21% | 17,444 | 2,163 | 14.2% | $77.64万 | 加仓 |
| OUSM | ALPS ETF TR | $592.79万 | 1.15% | 137,923 | 7,650 | 5.9% | $32.88万 | 加仓 |
| VO | VANGUARD INDEX FDS | $591.10万 | 1.14% | 21,041 | 1,149 | 5.8% | $32.28万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $556.37万 | 1.08% | 28,380 | 2,015 | 7.6% | $39.50万 | 加仓 |
| GOOGL | ALPHABET INC | $550.84万 | 1.07% | 20,140 | 795 | 4.1% | $21.74万 | 加仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $494.18万 | 0.96% | 103,041 | -2,232 | -2.1% | -$10.70万 | 减仓 |
| ECAT | BLACKROCK ESG CAP ALLC TERM | $444.49万 | 0.86% | 332,204 | -10,308 | -3.0% | -$13.79万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $430.72万 | 0.83% | 31,314 | -288 | -0.9% | -$3.96万 | 减仓 |
| AMZN | AMAZON COM INC | $377.64万 | 0.73% | 18,793 | -329 | -1.7% | -$6.61万 | 减仓 |
| XCEM | COLUMBIA ETF TR II | $360.08万 | 0.70% | 91,809 | 3,016 | 3.4% | $11.83万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $339.27万 | 0.66% | 33,738 | 2,936 | 9.5% | $29.52万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $321.87万 | 0.62% | 46,520 | 2,781 | 6.4% | $19.24万 | 加仓 |
| SDVY | FIRST TR EXCHANGE-TRADED FD | $314.38万 | 0.61% | 81,677 | 2,317 | 2.9% | $8.92万 | 加仓 |
| META | META PLATFORMS INC | $308.91万 | 0.60% | 5,759 | 426 | 8.0% | $22.85万 | 加仓 |
| — | ADVISORSHARES TR | $306.62万 | 0.59% | 48,375 | 2,999 | 6.6% | $19.01万 | 加仓 |
| COWG | PACER FDS TR | $290.74万 | 0.56% | 88,667 | -161,704 | -64.6% | -$530.23万 | 减仓 |
| GOOG | ALPHABET INC | $286.36万 | 0.55% | 10,484 | 58 | 0.6% | $1.58万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $277.97万 | 0.54% | 22,854 | 362 | 1.6% | $4.40万 | 加仓 |
| GLD | SPDR GOLD TR | $272.38万 | 0.53% | 6,570 | 331 | 5.3% | $13.72万 | 加仓 |
| HYGH | ISHARES U S ETF TR | $264.84万 | 0.51% | 31,239 | -1,320 | -4.1% | -$11.19万 | 减仓 |
| VICR | VICOR CORP | $251.12万 | 0.49% | 17,657 | 13,326 | 307.7% | $189.52万 | 加仓 |
| UYLD | ANGEL OAK FUNDS TRUST | $247.53万 | 0.48% | 48,322 | 48,322 | — | $247.53万 | 新建仓 |
| AVGO | BROADCOM INC | $243.83万 | 0.47% | 8,310 | 1,211 | 17.1% | $35.53万 | 加仓 |
| — | EXXON MOBIL CORP | $242.93万 | 0.47% | 14,168 | -375 | -2.6% | -$6.43万 | 减仓 |
| JPM | JPMORGAN CHASE & CO. | $220.41万 | 0.43% | 7,767 | -560 | -6.7% | -$15.89万 | 减仓 |
| AVSD | AMERICAN CENTY ETF TR | $204.52万 | 0.40% | 28,734 | 2,743 | 10.6% | $19.52万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $191.83万 | 0.37% | 6,155 | 220 | 3.7% | $6.86万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $191.09万 | 0.37% | 5,028 | 80 | 1.6% | $3.04万 | 加仓 |
| ASML | ASML HOLDING N V | $183.71万 | 0.36% | 1,465 | -31 | -2.1% | -$3.89万 | 减仓 |
| CSHI | NEOS ETF TRUST | $148.33万 | 0.29% | 29,852 | -5,578 | -15.7% | -$27.72万 | 减仓 |
| DFSU | DIMENSIONAL ETF TRUST | $133.73万 | 0.26% | 33,517 | 1,119 | 3.5% | $4.46万 | 加仓 |
| — | BELPOINTE PREP LLC | $130.83万 | 0.25% | 25,340 | -100 | -0.4% | -$5,163 | 减仓 |
| EMNT | PIMCO ETF TR | $127.95万 | 0.25% | 12,940 | -290 | -2.2% | -$2.87万 | 减仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $126.12万 | 0.24% | 59,324 | -5,775 | -8.9% | -$12.28万 | 减仓 |
| CVBF | CVB FINL CORP | $126.07万 | 0.24% | 66,040 | 0 | 0.0% | — | 不变 |
| CVSB | MORGAN STANLEY ETF TRUST | $124.46万 | 0.24% | 24,522 | -202 | -0.8% | -$1.03万 | 减仓 |
| SLF | SUN LIFE FINANCIAL INC. | $124.26万 | 0.24% | 20,068 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHSL CORP NEW | $115.86万 | 0.22% | 1,163 | -24 | -2.0% | -$2.39万 | 减仓 |
| SPY | SPDR S&P 500 ETF TR | $105.57万 | 0.20% | 1,670 | 33 | 2.0% | $2.09万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $101.22万 | 0.20% | 3,204 | 28 | 0.9% | $8,846 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $96.63万 | 0.19% | 4,126 | 5 | 0.1% | $1,171 | 加仓 |
| VGSR | MANAGER DIRECTED PORTFOLIOS | $93.46万 | 0.18% | 91,992 | -311 | -0.3% | -$3,160 | 减仓 |
| DIS | DISNEY WALT CO | $92.99万 | 0.18% | 9,859 | 65 | 0.7% | $6,131 | 加仓 |
| AVSE | AMERICAN CENTY ETF TR | $92.42万 | 0.18% | 14,356 | 469 | 3.4% | $3.02万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $91.26万 | 0.18% | 1,359 | 1 | 0.1% | $671 | 加仓 |
| SBUX | STARBUCKS CORP | $86.82万 | 0.17% | 10,012 | 176 | 1.8% | $1.53万 | 加仓 |
| SNPE | DBX ETF TR | $86.41万 | 0.17% | 14,927 | 0 | 0.0% | — | 不变 |
| BITB | BITWISE BITCOIN ETF TR | $86.15万 | 0.17% | 23,858 | -15,346 | -39.1% | -$55.41万 | 减仓 |
| DIS | DISNEY WALT CO 看跌期权 | $84.89万 | 0.16% | 9,000 | 9,000 | — | $84.89万 | 新建仓 |
| BAC | BANK AMERICA CORP | $83.97万 | 0.16% | 17,779 | -865 | -4.6% | -$4.09万 | 减仓 |
| LLY | ELI LILLY & CO | $83.61万 | 0.16% | 943 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $83.25万 | 0.16% | 34,132 | 8 | 0.0% | $195 | 加仓 |
| ESML | ISHARES TR | $82.90万 | 0.16% | 18,180 | 460 | 2.6% | $2.10万 | 加仓 |
| — | PIMCO EQUITY SER | $82.02万 | 0.16% | 20,138 | 358 | 1.8% | $1.46万 | 加仓 |
| DFSB | DIMENSIONAL ETF TRUST | $81.75万 | 0.16% | 15,890 | 16 | 0.1% | $823 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $78.91万 | 0.15% | 12,736 | -288 | -2.2% | -$1.78万 | 减仓 |
| AMGN | AMGEN INC | $78.58万 | 0.15% | 2,251 | 0 | 0.0% | — | 不变 |
| EAGG | ISHARES TR | $78.27万 | 0.15% | 16,499 | 94 | 0.6% | $4,459 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $77.94万 | 0.15% | 6,113 | 75 | 1.2% | $9,562 | 加仓 |
| GLW | CORNING INC | $77.09万 | 0.15% | 5,997 | 5,997 | — | $77.09万 | 新建仓 |
| EUSB | ISHARES TR | $76.89万 | 0.15% | 17,704 | 10,238 | 137.1% | $44.46万 | 加仓 |
| IWX | ISHARES TR | $76.50万 | 0.15% | 8,420 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $75.98万 | 0.15% | 16,540 | 9,542 | 136.4% | $43.83万 | 加仓 |
| — | FLEXSHARES TR | $75.83万 | 0.15% | 18,646 | 11,061 | 145.8% | $44.99万 | 加仓 |
| IWV | ISHARES TR | $75.65万 | 0.15% | 2,102 | 7 | 0.3% | $2,519 | 加仓 |
| SUSB | ISHARES TR | $75.60万 | 0.15% | 30,239 | 17,877 | 144.6% | $44.69万 | 加仓 |
| ABBV | ABBVIE INC | $72.91万 | 0.14% | 3,421 | -61 | -1.8% | -$1.30万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $72.83万 | 0.14% | 2,782 | -197 | -6.6% | -$5.16万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $72.81万 | 0.14% | 8,493 | 143 | 1.7% | $1.23万 | 加仓 |
| — | MORGAN STANLEY ETF TRUST | $71.38万 | 0.14% | 11,467 | 339 | 3.0% | $2.11万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $71.07万 | 0.14% | 1,223 | 129 | 11.8% | $7.50万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $70.45万 | 0.14% | 8,862 | -354 | -3.8% | -$2.81万 | 减仓 |
| HODL | VANECK BITCOIN ETF | $70.40万 | 0.14% | 37,425 | 37,425 | — | $70.40万 | 新建仓 |
| GRID | FIRST TR EXCHANGE TRADED FD | $68.69万 | 0.13% | 4,359 | -69 | -1.6% | -$1.09万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $66.00万 | 0.13% | 3,132 | 12 | 0.4% | $2,529 | 加仓 |
| CAH | CARDINAL HEALTH INC | $63.61万 | 0.12% | 3,083 | -156 | -4.8% | -$3.22万 | 减仓 |
| NOW | SERVICENOW INC | $63.47万 | 0.12% | 6,047 | 1,467 | 32.0% | $15.40万 | 加仓 |
| VST | VISTRA CORP | $61.26万 | 0.12% | 4,152 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $60.91万 | 0.12% | 4,932 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $59.08万 | 0.11% | 1,826 | -176 | -8.8% | -$5.69万 | 减仓 |