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 |
|---|---|---|---|---|---|---|---|---|
| EMR | EMERSON ELEC CO COM | $32.05万 | 0.14% | 2,238 | 331 | 17.4% | $4.74万 | 加仓 |
| SCHZ | SCHWAB US AGGREGATE BOND ETF | $30.93万 | 0.13% | 13,373 | 217 | 1.6% | $5,020 | 加仓 |
| VHT | VANGUARD HEALTH CARE ETF | $30.71万 | 0.13% | 1,027 | 3 | 0.3% | $897 | 加仓 |
| JEMA | JPMORGAN ACTIVEBUILDERS EMERGING MARKETS EQUITY ETF | $30.03万 | 0.13% | 4,701 | -81 | -1.7% | -$5,174 | 减仓 |
| GOOG | ALPHABET INC CAP STK CL C | $29.83万 | 0.13% | 844 | 15 | 1.8% | $5,301 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP COM | $29.17万 | 0.12% | 918 | 22 | 2.5% | $6,991 | 加仓 |
| CBRS | CEREBRAS SYSTEMS INC COM CL A | $28.44万 | 0.12% | 1,287 | 1,287 | — | $28.44万 | 新建仓 |
| VST | VISTRA CORP COM | $28.17万 | 0.12% | 1,775 | 1,775 | — | $28.17万 | 新建仓 |
| VOO | VANGUARD S&P 500 ETF | $27.73万 | 0.12% | 403 | 403 | — | $27.73万 | 新建仓 |
| BAC | BANK OF AMER CORP COM | $27.69万 | 0.12% | 4,860 | 549 | 12.7% | $3.13万 | 加仓 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $27.06万 | 0.12% | 2,514 | 2,514 | — | $27.06万 | 新建仓 |
| HSY | HERSHEY CO COM | $26.61万 | 0.11% | 1,516 | -31 | -2.0% | -$5,441 | 减仓 |
| — | FT VEST U.S. EQUITY MAX BUFFER ETF - MARCH | $26.11万 | 0.11% | 7,650 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO COM | $25.67万 | 0.11% | 1,750 | 118 | 7.2% | $1.73万 | 加仓 |
| DFEB | FT VEST U.S. EQUITY DEEP BUFFER ETF - FEBRUARY | $25.64万 | 0.11% | 5,077 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC COM | $25.21万 | 0.11% | 1,403 | 60 | 4.5% | $1.08万 | 加仓 |
| ETN | EATON CORP PLC SHS | $24.93万 | 0.11% | 585 | 1 | 0.2% | $426 | 加仓 |
| HLN | HALEON PLC SPON ADS | $24.51万 | 0.10% | 26,274 | 340 | 1.3% | $3,172 | 加仓 |
| JPEM | JPMORGAN DIVERSIFIED RETURN EMERGING MARKETS EQUITY ETF | $24.44万 | 0.10% | 3,892 | -495 | -11.3% | -$3.11万 | 减仓 |
| BUFD | FT VEST LADDERED DEEP BUFFER ETF | $24.15万 | 0.10% | 8,126 | -995 | -10.9% | -$2.96万 | 重新持有 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $23.57万 | 0.10% | 2,381 | 92 | 4.0% | $9,106 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $22.63万 | 0.10% | 544 | -617 | -53.1% | -$25.66万 | 减仓 |
| DXCM | DEXCOM INC COM | $22.47万 | 0.10% | 3,337 | -2,804 | -45.7% | -$18.88万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC COM CL A | $22.25万 | 0.09% | 2,219 | 2,219 | — | $22.25万 | 新建仓 |
| GEV | GE VERNOVA INC COM | $21.65万 | 0.09% | 184 | 184 | — | $21.65万 | 新建仓 |
| HD | HOME DEPOT INC COM | $20.93万 | 0.09% | 593 | 593 | — | $20.93万 | 新建仓 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $20.53万 | 0.09% | 103 | 103 | — | $20.53万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $20.17万 | 0.09% | 6,058 | -913 | -13.1% | -$3.04万 | 减仓 |
| FOUR | SHIFT4 PMTS INC CL A | $19.67万 | 0.08% | 4,044 | 270 | 7.2% | $1.31万 | 加仓 |
| AGNC | AGNC INVT CORP COM | $11.77万 | 0.05% | 10,798 | 360 | 3.4% | $3,924 | 加仓 |
| — | SHIFT4 PMTS INC CL A 看涨期权 | $4.86万 | 0.02% | 1,000 | 0 | 0.0% | — | 不变 |
| — | HEALTH IN TECH INC CL A | $1.21万 | 0.01% | 12,000 | 12,000 | — | $1.21万 | 新建仓 |
| — | HERTZ GLOBAL HLDGS INC WT EXP 063051 | $1.19万 | 0.01% | 10,951 | 0 | 0.0% | — | 不变 |
| — | OCEAN PWR TECHNOLOGIES INC COM NEW | $2,620 | 0.00% | 10,000 | -17,000 | -63.0% | -$4,454 | 减仓 |
| VSNT | VERSANT MEDIA GROUP INC COM CL A | $0 | 0.00% | 0 | -36,635 | -100.0% | -$135.62万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $0 | 0.00% | 0 | -3,564 | -100.0% | -$70.68万 | 清仓 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $0 | 0.00% | 0 | -3,189 | -100.0% | -$61.18万 | 清仓 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $0 | 0.00% | 0 | -7,639 | -100.0% | -$56.80万 | 清仓 |
| — | EXXON MOBIL CORP COM | $0 | 0.00% | 0 | -2,594 | -100.0% | -$44.02万 | 清仓 |
| PFE | PFIZER INC COM | $0 | 0.00% | 0 | -9,260 | -100.0% | -$26.00万 | 清仓 |
| XTEN | BONDBLOXX BLOOMBERG TEN YEAR TARGET DURATION US TREASURY ETF | $0 | 0.00% | 0 | -5,658 | -100.0% | -$25.95万 | 清仓 |
| — | INVESCO QQQ TRUST SERIES I 看跌期权 | $0 | 0.00% | 0 | -100 | -100.0% | -$5.77万 | 清仓 |