MN Wealth Advisors, LLC
OVERLAND PARK KS · SEC CIK 0001992972
$2.06亿2026Q1 申报市值
124持仓数
50.1%前十大占比 · 第一大 14.5%
14 / 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
AFIX 新建仓+$750.41万
JPM 加仓+$368.85万
NOW 新建仓+$340.13万
VSNT 新建仓+$135.62万
XLK 加仓+$117.23万
2026Q1 卖出最多 按季末市值估算
AGG 减仓-$716.34万
JGRO 减仓-$115.47万
XLG 清仓-$110.92万
IEMG 清仓-$89.21万
BBIN 减仓-$57.21万
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 |
|---|---|---|---|---|---|---|---|---|
| META | META PLATFORMS INC CL A | $115.18万 | 0.56% | 2,013 | 173 | 9.4% | $9.90万 | 加仓 |
| GLD | SPDR GOLD SHARES | $115.40万 | 0.56% | 2,682 | -47 | -1.7% | -$2.02万 | 减仓 |
| DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | $117.44万 | 0.57% | 20,186 | -2,067 | -9.3% | -$12.03万 | 减仓 |
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | $121.95万 | 0.59% | 12,940 | 86 | 0.7% | $8,105 | 加仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $124.65万 | 0.61% | 5,903 | 126 | 2.2% | $2.66万 | 加仓 |
| HELO | JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | $127.48万 | 0.62% | 19,946 | -415 | -2.0% | -$2.65万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $130.26万 | 0.63% | 2,718 | 97 | 3.7% | $4.65万 | 加仓 |
| VSNT | VERSANT MEDIA GROUP INC COM CL A | $135.62万 | 0.66% | 36,635 | 36,635 | — | $135.62万 | 新建仓 |
| BBEU | JPMORGAN BETABUILDERS EUROPE ETF | $138.33万 | 0.67% | 19,103 | -951 | -4.7% | -$6.89万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $140.97万 | 0.69% | 3,157 | 7 | 0.2% | $3,126 | 加仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $149.89万 | 0.73% | 11,278 | 8,821 | 359.0% | $117.23万 | 加仓 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $159.80万 | 0.78% | 11,219 | 398 | 3.7% | $5.67万 | 加仓 |
| AMZN | AMAZON COM INC COM | $166.99万 | 0.81% | 8,018 | 871 | 12.2% | $18.14万 | 加仓 |
| WMT | WALMART INC COM | $168.00万 | 0.82% | 13,518 | 384 | 2.9% | $4.77万 | 加仓 |
| LLY | ELI LILLY & CO COM | $188.43万 | 0.92% | 2,048 | 53 | 2.7% | $4.88万 | 加仓 |
| JPUS | JPMORGAN DIVERSIFIED RETURN USE EQUITY | $202.28万 | 0.98% | 15,534 | -362 | -2.3% | -$4.71万 | 减仓 |
| JPIE | JPMORGAN INCOME ETF | $209.52万 | 1.02% | 45,479 | -11,835 | -20.6% | -$54.52万 | 减仓 |
| AVGO | BROADCOM INC COM | $232.34万 | 1.13% | 7,506 | 1,029 | 15.9% | $31.85万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $266.61万 | 1.30% | 9,271 | 830 | 9.8% | $23.87万 | 加仓 |
| NKE | NIKE INC CL B | $287.22万 | 1.40% | 54,377 | -57 | -0.1% | -$3,011 | 减仓 |
| MSFT | MICROSOFT CORP COM | $307.86万 | 1.50% | 8,316 | 2,761 | 49.7% | $102.21万 | 加仓 |
| NOW | SERVICENOW INC COM | $340.13万 | 1.65% | 32,533 | 32,533 | — | $340.13万 | 新建仓 |
| NVDA | NVIDIA CORPORATION COM | $344.44万 | 1.68% | 19,749 | 2,709 | 15.9% | $47.25万 | 加仓 |
| AAPL | APPLE INC COM | $362.26万 | 1.76% | 14,273 | 1,175 | 9.0% | $29.82万 | 加仓 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $392.93万 | 1.91% | 51,335 | 8,726 | 20.5% | $66.79万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $428.42万 | 2.08% | 14,564 | 12,539 | 619.2% | $368.85万 | 加仓 |
| FBCG | FIDELITY BLUE CHIP GROWTH ETF | $459.93万 | 2.24% | 91,765 | 2,900 | 3.3% | $14.53万 | 加仓 |
| BBIN | JPMORGAN BETABUILDERS INTERNATIONAL EQUITY ETF | $500.67万 | 2.44% | 68,472 | -7,824 | -10.3% | -$57.21万 | 减仓 |
| JCPB | JPMORGAN CORE PLUS BOND ETF | $732.93万 | 3.57% | 155,678 | 20,192 | 14.9% | $95.06万 | 加仓 |
| AVUS | AVANTIS U.S. EQUITY ETF | $737.01万 | 3.59% | 66,290 | 1,508 | 2.3% | $16.77万 | 加仓 |
| AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | $744.29万 | 3.62% | 92,366 | 528 | 0.6% | $4.25万 | 加仓 |
| AFIX | ALLSPRING BROAD MARKET CORE BOND ETF | $750.41万 | 3.65% | 301,247 | 301,247 | — | $750.41万 | 新建仓 |
| JIRE | JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF | $851.61万 | 4.14% | 112,438 | 7,247 | 6.9% | $54.89万 | 加仓 |
| JAVA | JPMORGAN ACTIVE VALUE ETF | $856.62万 | 4.17% | 119,388 | -3,709 | -3.0% | -$26.61万 | 减仓 |
| JGRO | JPMORGAN ACTIVE GROWTH ETF | $926.22万 | 4.51% | 109,585 | -13,662 | -11.1% | -$115.47万 | 减仓 |
| FEGE | FIRST EAGLE GLOBAL EQUITY ETF | $1,227.28万 | 5.97% | 261,124 | 2,993 | 1.2% | $14.07万 | 加仓 |
| BBUS | JPMORGAN BETABUILDERS U.S. EQUITY ETF | $2,974.19万 | 14.47% | 253,813 | 6,594 | 2.7% | $77.27万 | 加仓 |