MN Wealth Advisors, LLC
OVERLAND PARK KS · SEC CIK 0001992972
$2.35亿2026Q2 申报市值
134持仓数
51.9%前十大占比 · 第一大 16.7%
16 / 8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
BBUS 加仓+$498.87万
FEGE 加仓+$169.24万
BX 新建仓+$160.03万
SPYM 加仓+$142.83万
AFIX 加仓+$87.30万
2026Q2 卖出最多 按季末市值估算
JPM 减仓-$405.77万
JGRO 减仓-$211.53万
NOW 减仓-$202.18万
VSNT 清仓-$135.62万
JAVA 减仓-$121.20万
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 |
|---|---|---|---|---|---|---|---|---|
| META | META PLATFORMS INC CL A | $114.53万 | 0.49% | 2,033 | 20 | 1.0% | $1.13万 | 加仓 |
| AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | $119.19万 | 0.51% | 9,553 | 956 | 11.1% | $11.93万 | 加仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $120.24万 | 0.51% | 16,379 | 2,025 | 14.1% | $14.87万 | 加仓 |
| NOW | SERVICENOW INC COM | $120.80万 | 0.51% | 12,168 | -20,365 | -62.6% | -$202.18万 | 减仓 |
| VKTX | VIKING THERAPEUTICS INC COM | $121.25万 | 0.52% | 31,082 | -450 | -1.4% | -$1.76万 | 减仓 |
| JMOM | JPMORGAN U.S. MOMENTUM FACTOR ETF | $121.53万 | 0.52% | 14,220 | -224 | -1.6% | -$1.91万 | 减仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $127.36万 | 0.54% | 5,608 | -295 | -5.0% | -$6.70万 | 减仓 |
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | $128.35万 | 0.55% | 13,070 | 130 | 1.0% | $1.28万 | 加仓 |
| HELO | JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | $134.21万 | 0.57% | 19,859 | -87 | -0.4% | -$5,880 | 减仓 |
| DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | $135.32万 | 0.58% | 19,897 | -289 | -1.4% | -$1.97万 | 减仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $136.90万 | 0.58% | 9,954 | 737 | 8.0% | $10.14万 | 加仓 |
| IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | $139.44万 | 0.59% | 30,213 | 6,802 | 29.1% | $31.39万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $144.98万 | 0.62% | 2,897 | 179 | 6.6% | $8.96万 | 加仓 |
| BBEU | JPMORGAN BETABUILDERS EUROPE ETF | $148.52万 | 0.63% | 19,096 | -7 | -0.0% | -$544 | 减仓 |
| WMT | WALMART INC COM | $150.89万 | 0.64% | 13,322 | -196 | -1.4% | -$2.22万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $153.89万 | 0.66% | 3,098 | -59 | -1.9% | -$2.93万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $159.19万 | 0.68% | 3,689 | -478 | -11.5% | -$20.63万 | 减仓 |
| BX | BLACKSTONE INC COM | $160.03万 | 0.68% | 13,599 | 13,599 | — | $160.03万 | 新建仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $178.41万 | 0.76% | 9,364 | -1,914 | -17.0% | -$36.47万 | 减仓 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $198.87万 | 0.85% | 12,105 | 886 | 7.9% | $14.56万 | 加仓 |
| JPUS | JPMORGAN DIVERSIFIED RETURN USE EQUITY | $217.77万 | 0.93% | 15,529 | -5 | -0.0% | -$701 | 减仓 |
| JPIE | JPMORGAN INCOME ETF | $218.26万 | 0.93% | 47,396 | 1,917 | 4.2% | $8.83万 | 加仓 |
| NKE | NIKE INC CL B | $223.00万 | 0.95% | 54,323 | -54 | -0.1% | -$2,217 | 减仓 |
| AMZN | AMAZON COM INC COM | $235.72万 | 1.00% | 9,890 | 1,872 | 23.3% | $44.62万 | 加仓 |
| LLY | ELI LILLY & CO COM | $250.94万 | 1.07% | 2,092 | 44 | 2.1% | $5.28万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $328.81万 | 1.40% | 8,814 | 498 | 6.0% | $18.58万 | 加仓 |
| AVGO | BROADCOM INC COM | $332.20万 | 1.41% | 8,794 | 1,288 | 17.2% | $48.65万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $340.44万 | 1.45% | 9,526 | 255 | 2.8% | $9.11万 | 加仓 |
| AAPL | APPLE INC COM | $419.77万 | 1.79% | 14,506 | 233 | 1.6% | $6.74万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $420.20万 | 1.79% | 21,000 | 1,251 | 6.3% | $25.03万 | 加仓 |
| BBIN | JPMORGAN BETABUILDERS INTERNATIONAL EQUITY ETF | $488.00万 | 2.08% | 62,499 | -5,973 | -8.7% | -$46.64万 | 减仓 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $593.97万 | 2.53% | 67,588 | 16,253 | 31.7% | $142.83万 | 加仓 |
| FBCG | FIDELITY BLUE CHIP GROWTH ETF | $622.36万 | 2.65% | 100,203 | 8,438 | 9.2% | $52.41万 | 加仓 |
| JCPB | JPMORGAN CORE PLUS BOND ETF | $790.56万 | 3.37% | 168,420 | 12,742 | 8.2% | $59.81万 | 加仓 |
| JAVA | JPMORGAN ACTIVE VALUE ETF | $826.87万 | 3.52% | 104,126 | -15,262 | -12.8% | -$121.20万 | 减仓 |
| AFIX | ALLSPRING BROAD MARKET CORE BOND ETF | $834.23万 | 3.55% | 336,455 | 35,208 | 11.7% | $87.30万 | 加仓 |
| JGRO | JPMORGAN ACTIVE GROWTH ETF | $868.88万 | 3.70% | 88,130 | -21,455 | -19.6% | -$211.53万 | 减仓 |
| AVUS | AVANTIS U.S. EQUITY ETF | $894.52万 | 3.81% | 69,840 | 3,550 | 5.4% | $45.47万 | 加仓 |
| AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | $977.00万 | 4.16% | 101,253 | 8,887 | 9.6% | $85.75万 | 加仓 |
| JIRE | JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF | $1,014.73万 | 4.32% | 123,012 | 10,574 | 9.4% | $87.23万 | 加仓 |
| FEGE | FIRST EAGLE GLOBAL EQUITY ETF | $1,446.66万 | 6.16% | 295,720 | 34,596 | 13.2% | $169.24万 | 加仓 |
| BBUS | JPMORGAN BETABUILDERS U.S. EQUITY ETF | $3,918.24万 | 16.68% | 290,843 | 37,030 | 14.6% | $498.87万 | 加仓 |