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 |
|---|---|---|---|---|---|---|---|---|
| XLG | INVESCO S&P 500 TOP 50 ETF | $0 | 0.00% | 0 | -18,711 | -100.0% | -$110.92万 | 清仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $0 | 0.00% | 0 | -13,271 | -100.0% | -$89.21万 | 清仓 |
| INTU | INTUIT COM | $0 | 0.00% | 0 | -513 | -100.0% | -$34.01万 | 清仓 |
| TNDM | TANDEM DIABETES CARE INC COM NEW | $0 | 0.00% | 0 | -13,770 | -100.0% | -$30.27万 | 清仓 |
| BUFD | FT VEST LADDERED DEEP BUFFER ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MU | MICRON TECHNOLOGY INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MDB | MONGODB INC CL A | $0 | 0.00% | 0 | -581 | -100.0% | -$24.38万 | 清仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $0 | 0.00% | 0 | -3,711 | -100.0% | -$23.19万 | 清仓 |
| ADBE | ADOBE INC COM | $0 | 0.00% | 0 | -632 | -100.0% | -$22.12万 | 清仓 |
| UBER | UBER TECHNOLOGIES INC COM | $0 | 0.00% | 0 | -2,526 | -100.0% | -$20.64万 | 清仓 |
| NU | NU HLDGS LTD ORD SHS CL A | $0 | 0.00% | 0 | -11,363 | -100.0% | -$19.02万 | 清仓 |
| ARRY | ARRAY TECHNOLOGIES INC COM SHS | $0 | 0.00% | 0 | -12,094 | -100.0% | -$11.15万 | 清仓 |
| — | ARRAY TECHNOLOGIES INC COM SHS 看涨期权 | $0 | 0.00% | 0 | -300 | -100.0% | -$2,766 | 清仓 |
| — | OCEAN PWR TECHNOLOGIES INC COM NEW | $9,450 | 0.00% | 27,000 | 27,000 | — | $9,450 | 新建仓 |
| — | HERTZ GLOBAL HLDGS INC WT EXP 063051 | $2.50万 | 0.01% | 10,951 | 0 | 0.0% | — | 不变 |
| — | SHIFT4 PMTS INC CL A 看涨期权 | $4.37万 | 0.02% | 1,000 | 1,000 | — | $4.37万 | 新建仓 |
| — | INVESCO QQQ TRUST SERIES I 看跌期权 | $5.77万 | 0.03% | 100 | -200 | -66.7% | -$11.54万 | 减仓 |
| AGNC | AGNC INVT CORP COM | $10.47万 | 0.05% | 10,438 | 330 | 3.3% | $3,310 | 加仓 |
| FOUR | SHIFT4 PMTS INC CL A | $16.50万 | 0.08% | 3,774 | -2,997 | -44.3% | -$13.11万 | 减仓 |
| ETN | EATON CORP PLC SHS | $20.89万 | 0.10% | 584 | -102 | -14.9% | -$3.65万 | 减仓 |
| BAC | BANK OF AMER CORP COM | $21.02万 | 0.10% | 4,311 | 4,311 | — | $21.02万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $22.26万 | 0.11% | 1,094 | 123 | 12.7% | $2.50万 | 加仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $22.73万 | 0.11% | 2,289 | -72,147 | -96.9% | -$716.34万 | 减仓 |
| PG | PROCTER & GAMBLE CO COM | $23.58万 | 0.11% | 1,632 | 1,632 | — | $23.58万 | 新建仓 |
| GOOG | ALPHABET INC CAP STK CL C | $23.78万 | 0.12% | 829 | 37 | 4.7% | $1.06万 | 加仓 |
| DFEB | FT VEST U.S. EQUITY DEEP BUFFER ETF - FEBRUARY | $24.05万 | 0.12% | 5,077 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC COM | $24.22万 | 0.12% | 1,343 | 152 | 12.8% | $2.74万 | 重新持有 |
| RCL | ROYAL CARIBBEAN GROUP COM | $24.68万 | 0.12% | 896 | 5 | 0.6% | $1,377 | 加仓 |
| JEMA | JPMORGAN ACTIVEBUILDERS EMERGING MARKETS EQUITY ETF | $24.88万 | 0.12% | 4,782 | -86 | -1.8% | -$4,475 | 减仓 |
| EMR | EMERSON ELEC CO COM | $24.99万 | 0.12% | 1,907 | -19 | -1.0% | -$2,489 | 减仓 |
| — | FT VEST U.S. EQUITY MAX BUFFER ETF - MARCH | $25.61万 | 0.12% | 7,650 | 0 | 0.0% | — | 不变 |
| XTEN | BONDBLOXX BLOOMBERG TEN YEAR TARGET DURATION US TREASURY ETF | $25.95万 | 0.13% | 5,658 | -22 | -0.4% | -$1,009 | 减仓 |
| HLN | HALEON PLC SPON ADS | $25.96万 | 0.13% | 25,934 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC COM | $26.00万 | 0.13% | 9,260 | -60 | -0.6% | -$1,685 | 减仓 |
| GE | GE AEROSPACE COM NEW | $26.76万 | 0.13% | 942 | 107 | 12.8% | $3.04万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $26.78万 | 0.13% | 6,971 | 100 | 1.5% | $3,842 | 加仓 |
| JPEM | JPMORGAN DIVERSIFIED RETURN EMERGING MARKETS EQUITY ETF | $27.26万 | 0.13% | 4,387 | 422 | 10.6% | $2.62万 | 加仓 |
| VHT | VANGUARD HEALTH CARE ETF | $27.90万 | 0.14% | 1,024 | 1 | 0.1% | $272 | 加仓 |
| SCHZ | SCHWAB US AGGREGATE BOND ETF | $30.55万 | 0.15% | 13,156 | -81 | -0.6% | -$1,881 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $31.12万 | 0.15% | 633 | 21 | 3.4% | $1.03万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $31.23万 | 0.15% | 800 | 275 | 52.4% | $10.74万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $31.43万 | 0.15% | 1,161 | -4 | -0.3% | -$1,083 | 减仓 |
| HSY | HERSHEY CO COM | $32.17万 | 0.16% | 1,547 | 10 | 0.7% | $2,080 | 加仓 |
| ORCL | ORACLE CORP COM | $32.97万 | 0.16% | 2,240 | 210 | 10.3% | $3.09万 | 加仓 |
| AVAV | AEROVIRONMENT INC COM | $33.08万 | 0.16% | 1,807 | 460 | 34.1% | $8.42万 | 加仓 |
| CAT | CATERPILLAR INC COM | $33.90万 | 0.16% | 478 | -49 | -9.3% | -$3.48万 | 减仓 |
| JGLO | JPMORGAN GLOBAL SELECT EQUITY ETF GLOBAL SELECT EQUITY ETF | $34.73万 | 0.17% | 5,321 | -693 | -11.5% | -$4.52万 | 减仓 |
| JNJ | JOHNSON & JOHNSON COM | $35.55万 | 0.17% | 1,454 | 258 | 21.6% | $6.31万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $37.16万 | 0.18% | 2,540 | 2,540 | — | $37.16万 | 新建仓 |
| BLCR | ISHARES LARGE CAP CORE ACTIVE ETF | $37.29万 | 0.18% | 9,083 | 9,083 | — | $37.29万 | 新建仓 |
| JQUA | JPMORGAN U.S. QUALITY FACTOR ETF | $37.97万 | 0.18% | 6,192 | -10 | -0.2% | -$613 | 减仓 |
| SHLD | GLOBAL X DEFENSE TECH ETF | $38.06万 | 0.19% | 5,373 | 1,197 | 28.7% | $8.48万 | 加仓 |
| DXCM | DEXCOM INC COM | $38.57万 | 0.19% | 6,141 | -1,615 | -20.8% | -$10.14万 | 减仓 |
| BBMC | JPMORGAN BETABUILDERS U.S. MID CAP EQUITY ETF | $39.45万 | 0.19% | 3,638 | -82 | -2.2% | -$8,892 | 减仓 |
| SRRK | SCHOLAR ROCK HLDG CORP COM | $39.97万 | 0.19% | 8,130 | -25 | -0.3% | -$1,229 | 减仓 |
| SNOW | SNOWFLAKE INC COM SHS | $40.89万 | 0.20% | 2,711 | 2,711 | — | $40.89万 | 新建仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $42.51万 | 0.21% | 736 | 26 | 3.7% | $1.50万 | 加仓 |
| — | EXXON MOBIL CORP COM | $44.02万 | 0.21% | 2,594 | 296 | 12.9% | $5.02万 | 加仓 |
| LNG | CHENIERE ENERGY INC COM NEW | $46.21万 | 0.22% | 1,628 | -22 | -1.3% | -$6,245 | 减仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $46.65万 | 0.23% | 2,169 | -54 | -2.4% | -$1.16万 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $47.26万 | 0.23% | 726 | 2 | 0.3% | $1,302 | 加仓 |
| JPIN | JPMORGAN DIVERSIFIED RETURN INTERNATIONAL EQUITY ETF | $47.38万 | 0.23% | 6,650 | -1,217 | -15.5% | -$8.67万 | 减仓 |
| NFLX | NETFLIX INC. COM | $48.61万 | 0.24% | 5,056 | 1,617 | 47.0% | $15.55万 | 加仓 |
| MCD | MCDONALDS CORP COM | $48.74万 | 0.24% | 1,568 | 87 | 5.9% | $2.70万 | 加仓 |
| ABBV | ABBVIE INC COM | $49.77万 | 0.24% | 2,288 | 98 | 4.5% | $2.13万 | 加仓 |
| KLAC | KLA CORP COM NEW | $50.16万 | 0.24% | 340 | 25 | 7.9% | $3.69万 | 加仓 |
| SPMO | INVESCO S&P 500 MOMENTUM ETF | $51.55万 | 0.25% | 4,598 | 357 | 8.4% | $4.00万 | 加仓 |
| THRO | ISHARES U.S. THEMATIC ROTATION ACTIVE ETF | $53.80万 | 0.26% | 14,852 | 526 | 3.7% | $1.91万 | 加仓 |
| CRM | SALESFORCE INC COM | $54.18万 | 0.26% | 2,902 | 461 | 18.9% | $8.61万 | 加仓 |
| BAI | ISHARES A.I. INNOVATION AND TECH ACTIVE ETF | $55.47万 | 0.27% | 16,833 | 430 | 2.6% | $1.42万 | 加仓 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $56.80万 | 0.28% | 7,639 | -4,742 | -38.3% | -$35.26万 | 减仓 |
| FENI | FIDELITY ENHANCED INTERNATIONAL ETF | $59.49万 | 0.29% | 15,992 | 7,234 | 82.6% | $26.91万 | 加仓 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $61.18万 | 0.30% | 3,189 | -331 | -9.4% | -$6.35万 | 减仓 |
| CVX | CHEVRON CORPORATION COM | $64.22万 | 0.31% | 3,103 | 187 | 6.4% | $3.87万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A SHS | $67.45万 | 0.33% | 1,391 | 1,391 | — | $67.45万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $68.41万 | 0.33% | 4,167 | -1,584 | -27.5% | -$26.00万 | 减仓 |
| ACWX | ISHARES MSCI ACWI EX U.S. ETF | $69.44万 | 0.34% | 10,142 | 10,142 | — | $69.44万 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $70.68万 | 0.34% | 3,564 | -1,471 | -29.2% | -$29.17万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL CL A | $71.81万 | 0.35% | 1 | 0 | 0.0% | — | 不变 |
| BBHY | JPMORGAN BETABUILDERS USD HIGH YIELD CORPORATE BOND ETF | $74.02万 | 0.36% | 16,151 | -12,084 | -42.8% | -$55.38万 | 减仓 |
| TRGP | TARGA RES CORP COM | $74.44万 | 0.36% | 2,968 | -1,459 | -33.0% | -$36.59万 | 减仓 |
| EQBK | EQUITY BANCSHARES INC COM CL A | $75.15万 | 0.37% | 16,921 | 65 | 0.4% | $2,887 | 加仓 |
| JBND | JPMORGAN ACTIVE BOND ETF | $76.38万 | 0.37% | 14,205 | 568 | 4.2% | $3.05万 | 加仓 |
| AVDE | AVANTIS INTERNATIONAL EQUITY ETF | $77.85万 | 0.38% | 9,176 | -55 | -0.6% | -$4,666 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $81.11万 | 0.39% | 814 | 53 | 7.0% | $5.28万 | 加仓 |
| BBAG | JPMORGAN BETABUILDERS U.S. AGGREGATE BOND ETF | $81.88万 | 0.40% | 17,738 | 2,429 | 15.9% | $11.21万 | 加仓 |
| PEP | PEPSICO INC COM | $82.36万 | 0.40% | 5,303 | -369 | -6.5% | -$5.73万 | 减仓 |
| CORO | ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF | $83.18万 | 0.40% | 25,871 | 25,871 | — | $83.18万 | 新建仓 |
| TSLA | TESLA INC COM | $83.87万 | 0.41% | 2,256 | 298 | 15.2% | $11.08万 | 加仓 |
| DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | $87.67万 | 0.43% | 16,610 | -121 | -0.7% | -$6,387 | 减仓 |
| JVAL | JPMORGAN U.S. VALUE FACTOR ETF US VALUE FACTOR FUND | $90.21万 | 0.44% | 18,462 | -340 | -1.8% | -$1.66万 | 减仓 |
| AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | $94.98万 | 0.46% | 8,597 | -172 | -2.0% | -$1.90万 | 减仓 |
| IVV | ISHARES CORE S&P 500 ETF | $96.19万 | 0.47% | 1,472 | -611 | -29.3% | -$39.93万 | 减仓 |
| JMOM | JPMORGAN U.S. MOMENTUM FACTOR ETF | $98.10万 | 0.48% | 14,444 | 216 | 1.5% | $1.47万 | 加仓 |
| VKTX | VIKING THERAPEUTICS INC COM | $102.61万 | 0.50% | 31,532 | 1,273 | 4.2% | $4.14万 | 加仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $104.25万 | 0.51% | 9,217 | 243 | 2.7% | $2.75万 | 加仓 |
| KO | COCA COLA CO COM | $105.30万 | 0.51% | 13,845 | -131 | -0.9% | -$9,963 | 减仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $105.70万 | 0.51% | 14,354 | -1,954 | -12.0% | -$14.39万 | 减仓 |
| IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | $108.14万 | 0.53% | 23,411 | -453 | -1.9% | -$2.09万 | 减仓 |
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $114.09万 | 0.56% | 10,291 | 10,291 | — | $114.09万 | 新建仓 |