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 |
|---|---|---|---|---|---|---|---|---|
| JPEM | JPMORGAN DIVERSIFIED RETURN EMERGING MARKETS EQUITY ETF | $27.26万 | 0.13% | 4,387 | 422 | 10.6% | $2.62万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $26.78万 | 0.13% | 6,971 | 100 | 1.5% | $3,842 | 加仓 |
| GE | GE AEROSPACE COM NEW | $26.76万 | 0.13% | 942 | 107 | 12.8% | $3.04万 | 加仓 |
| PFE | PFIZER INC COM | $26.00万 | 0.13% | 9,260 | -60 | -0.6% | -$1,685 | 减仓 |
| HLN | HALEON PLC SPON ADS | $25.96万 | 0.13% | 25,934 | 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 |
| — | FT VEST U.S. EQUITY MAX BUFFER ETF - MARCH | $25.61万 | 0.12% | 7,650 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO COM | $24.99万 | 0.12% | 1,907 | -19 | -1.0% | -$2,489 | 减仓 |
| JEMA | JPMORGAN ACTIVEBUILDERS EMERGING MARKETS EQUITY ETF | $24.88万 | 0.12% | 4,782 | -86 | -1.8% | -$4,475 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP COM | $24.68万 | 0.12% | 896 | 5 | 0.6% | $1,377 | 加仓 |
| DLR | DIGITAL RLTY TR INC COM | $24.22万 | 0.12% | 1,343 | 152 | 12.8% | $2.74万 | 重新持有 |
| DFEB | FT VEST U.S. EQUITY DEEP BUFFER ETF - FEBRUARY | $24.05万 | 0.12% | 5,077 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC CAP STK CL C | $23.78万 | 0.12% | 829 | 37 | 4.7% | $1.06万 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $23.58万 | 0.11% | 1,632 | 1,632 | — | $23.58万 | 新建仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $22.73万 | 0.11% | 2,289 | -72,147 | -96.9% | -$716.34万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $22.26万 | 0.11% | 1,094 | 123 | 12.7% | $2.50万 | 加仓 |
| BAC | BANK OF AMER CORP COM | $21.02万 | 0.10% | 4,311 | 4,311 | — | $21.02万 | 新建仓 |
| ETN | EATON CORP PLC SHS | $20.89万 | 0.10% | 584 | -102 | -14.9% | -$3.65万 | 减仓 |
| FOUR | SHIFT4 PMTS INC CL A | $16.50万 | 0.08% | 3,774 | -2,997 | -44.3% | -$13.11万 | 减仓 |
| AGNC | AGNC INVT CORP COM | $10.47万 | 0.05% | 10,438 | 330 | 3.3% | $3,310 | 加仓 |
| — | INVESCO QQQ TRUST SERIES I 看跌期权 | $5.77万 | 0.03% | 100 | -200 | -66.7% | -$11.54万 | 减仓 |
| — | SHIFT4 PMTS INC CL A 看涨期权 | $4.37万 | 0.02% | 1,000 | 1,000 | — | $4.37万 | 新建仓 |
| — | HERTZ GLOBAL HLDGS INC WT EXP 063051 | $2.50万 | 0.01% | 10,951 | 0 | 0.0% | — | 不变 |
| — | OCEAN PWR TECHNOLOGIES INC COM NEW | $9,450 | 0.00% | 27,000 | 27,000 | — | $9,450 | 新建仓 |
| 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 |