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 |
|---|---|---|---|---|---|---|---|---|
| BBUS | JPMORGAN BETABUILDERS U.S. EQUITY ETF | $2,974.19万 | 14.47% | 253,813 | 6,594 | 2.7% | $77.27万 | 加仓 |
| FEGE | FIRST EAGLE GLOBAL EQUITY ETF | $1,227.28万 | 5.97% | 261,124 | 2,993 | 1.2% | $14.07万 | 加仓 |
| JGRO | JPMORGAN ACTIVE GROWTH ETF | $926.22万 | 4.51% | 109,585 | -13,662 | -11.1% | -$115.47万 | 减仓 |
| JAVA | JPMORGAN ACTIVE VALUE ETF | $856.62万 | 4.17% | 119,388 | -3,709 | -3.0% | -$26.61万 | 减仓 |
| JIRE | JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF | $851.61万 | 4.14% | 112,438 | 7,247 | 6.9% | $54.89万 | 加仓 |
| AFIX | ALLSPRING BROAD MARKET CORE BOND ETF | $750.41万 | 3.65% | 301,247 | 301,247 | — | $750.41万 | 新建仓 |
| AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | $744.29万 | 3.62% | 92,366 | 528 | 0.6% | $4.25万 | 加仓 |
| AVUS | AVANTIS U.S. EQUITY ETF | $737.01万 | 3.59% | 66,290 | 1,508 | 2.3% | $16.77万 | 加仓 |
| JCPB | JPMORGAN CORE PLUS BOND ETF | $732.93万 | 3.57% | 155,678 | 20,192 | 14.9% | $95.06万 | 加仓 |
| BBIN | JPMORGAN BETABUILDERS INTERNATIONAL EQUITY ETF | $500.67万 | 2.44% | 68,472 | -7,824 | -10.3% | -$57.21万 | 减仓 |
| FBCG | FIDELITY BLUE CHIP GROWTH ETF | $459.93万 | 2.24% | 91,765 | 2,900 | 3.3% | $14.53万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $428.42万 | 2.08% | 14,564 | 12,539 | 619.2% | $368.85万 | 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 |
| AAPL | APPLE INC COM | $362.26万 | 1.76% | 14,273 | 1,175 | 9.0% | $29.82万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $344.44万 | 1.68% | 19,749 | 2,709 | 15.9% | $47.25万 | 加仓 |
| NOW | SERVICENOW INC COM | $340.13万 | 1.65% | 32,533 | 32,533 | — | $340.13万 | 新建仓 |
| MSFT | MICROSOFT CORP COM | $307.86万 | 1.50% | 8,316 | 2,761 | 49.7% | $102.21万 | 加仓 |
| NKE | NIKE INC CL B | $287.22万 | 1.40% | 54,377 | -57 | -0.1% | -$3,011 | 减仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $266.61万 | 1.30% | 9,271 | 830 | 9.8% | $23.87万 | 加仓 |
| AVGO | BROADCOM INC COM | $232.34万 | 1.13% | 7,506 | 1,029 | 15.9% | $31.85万 | 加仓 |
| JPIE | JPMORGAN INCOME ETF | $209.52万 | 1.02% | 45,479 | -11,835 | -20.6% | -$54.52万 | 减仓 |
| JPUS | JPMORGAN DIVERSIFIED RETURN USE EQUITY | $202.28万 | 0.98% | 15,534 | -362 | -2.3% | -$4.71万 | 减仓 |
| LLY | ELI LILLY & CO COM | $188.43万 | 0.92% | 2,048 | 53 | 2.7% | $4.88万 | 加仓 |
| WMT | WALMART INC COM | $168.00万 | 0.82% | 13,518 | 384 | 2.9% | $4.77万 | 加仓 |
| AMZN | AMAZON COM INC COM | $166.99万 | 0.81% | 8,018 | 871 | 12.2% | $18.14万 | 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 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $149.89万 | 0.73% | 11,278 | 8,821 | 359.0% | $117.23万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $140.97万 | 0.69% | 3,157 | 7 | 0.2% | $3,126 | 加仓 |
| BBEU | JPMORGAN BETABUILDERS EUROPE ETF | $138.33万 | 0.67% | 19,103 | -951 | -4.7% | -$6.89万 | 减仓 |
| VSNT | VERSANT MEDIA GROUP INC COM CL A | $135.62万 | 0.66% | 36,635 | 36,635 | — | $135.62万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $130.26万 | 0.63% | 2,718 | 97 | 3.7% | $4.65万 | 加仓 |
| HELO | JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | $127.48万 | 0.62% | 19,946 | -415 | -2.0% | -$2.65万 | 减仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $124.65万 | 0.61% | 5,903 | 126 | 2.2% | $2.66万 | 加仓 |
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | $121.95万 | 0.59% | 12,940 | 86 | 0.7% | $8,105 | 加仓 |
| 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 |
| GLD | SPDR GOLD SHARES | $115.40万 | 0.56% | 2,682 | -47 | -1.7% | -$2.02万 | 减仓 |
| META | META PLATFORMS INC CL A | $115.18万 | 0.56% | 2,013 | 173 | 9.4% | $9.90万 | 加仓 |
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $114.09万 | 0.56% | 10,291 | 10,291 | — | $114.09万 | 新建仓 |
| IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | $108.14万 | 0.53% | 23,411 | -453 | -1.9% | -$2.09万 | 减仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $105.70万 | 0.51% | 14,354 | -1,954 | -12.0% | -$14.39万 | 减仓 |
| KO | COCA COLA CO COM | $105.30万 | 0.51% | 13,845 | -131 | -0.9% | -$9,963 | 减仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $104.25万 | 0.51% | 9,217 | 243 | 2.7% | $2.75万 | 加仓 |
| VKTX | VIKING THERAPEUTICS INC COM | $102.61万 | 0.50% | 31,532 | 1,273 | 4.2% | $4.14万 | 加仓 |
| JMOM | JPMORGAN U.S. MOMENTUM FACTOR ETF | $98.10万 | 0.48% | 14,444 | 216 | 1.5% | $1.47万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $96.19万 | 0.47% | 1,472 | -611 | -29.3% | -$39.93万 | 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 |
| 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 |
| DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | $87.67万 | 0.43% | 16,610 | -121 | -0.7% | -$6,387 | 减仓 |
| TSLA | TESLA INC COM | $83.87万 | 0.41% | 2,256 | 298 | 15.2% | $11.08万 | 加仓 |
| CORO | ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF | $83.18万 | 0.40% | 25,871 | 25,871 | — | $83.18万 | 新建仓 |
| PEP | PEPSICO INC COM | $82.36万 | 0.40% | 5,303 | -369 | -6.5% | -$5.73万 | 减仓 |
| BBAG | JPMORGAN BETABUILDERS U.S. AGGREGATE BOND ETF | $81.88万 | 0.40% | 17,738 | 2,429 | 15.9% | $11.21万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $81.11万 | 0.39% | 814 | 53 | 7.0% | $5.28万 | 加仓 |
| AVDE | AVANTIS INTERNATIONAL EQUITY ETF | $77.85万 | 0.38% | 9,176 | -55 | -0.6% | -$4,666 | 减仓 |
| JBND | JPMORGAN ACTIVE BOND ETF | $76.38万 | 0.37% | 14,205 | 568 | 4.2% | $3.05万 | 加仓 |
| EQBK | EQUITY BANCSHARES INC COM CL A | $75.15万 | 0.37% | 16,921 | 65 | 0.4% | $2,887 | 加仓 |
| TRGP | TARGA RES CORP COM | $74.44万 | 0.36% | 2,968 | -1,459 | -33.0% | -$36.59万 | 减仓 |
| 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 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL CL A | $71.81万 | 0.35% | 1 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $70.68万 | 0.34% | 3,564 | -1,471 | -29.2% | -$29.17万 | 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 |
| DELL | DELL TECHNOLOGIES INC CL C | $68.41万 | 0.33% | 4,167 | -1,584 | -27.5% | -$26.00万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A SHS | $67.45万 | 0.33% | 1,391 | 1,391 | — | $67.45万 | 新建仓 |
| CVX | CHEVRON CORPORATION COM | $64.22万 | 0.31% | 3,103 | 187 | 6.4% | $3.87万 | 加仓 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $61.18万 | 0.30% | 3,189 | -331 | -9.4% | -$6.35万 | 减仓 |
| FENI | FIDELITY ENHANCED INTERNATIONAL ETF | $59.49万 | 0.29% | 15,992 | 7,234 | 82.6% | $26.91万 | 加仓 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $56.80万 | 0.28% | 7,639 | -4,742 | -38.3% | -$35.26万 | 减仓 |
| BAI | ISHARES A.I. INNOVATION AND TECH ACTIVE ETF | $55.47万 | 0.27% | 16,833 | 430 | 2.6% | $1.42万 | 加仓 |
| CRM | SALESFORCE INC COM | $54.18万 | 0.26% | 2,902 | 461 | 18.9% | $8.61万 | 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 |
| SPMO | INVESCO S&P 500 MOMENTUM ETF | $51.55万 | 0.25% | 4,598 | 357 | 8.4% | $4.00万 | 加仓 |
| KLAC | KLA CORP COM NEW | $50.16万 | 0.24% | 340 | 25 | 7.9% | $3.69万 | 加仓 |
| ABBV | ABBVIE INC COM | $49.77万 | 0.24% | 2,288 | 98 | 4.5% | $2.13万 | 加仓 |
| MCD | MCDONALDS CORP COM | $48.74万 | 0.24% | 1,568 | 87 | 5.9% | $2.70万 | 加仓 |
| NFLX | NETFLIX INC. COM | $48.61万 | 0.24% | 5,056 | 1,617 | 47.0% | $15.55万 | 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 |
| SPY | STATE STREET SPDR S&P 500 ETF | $47.26万 | 0.23% | 726 | 2 | 0.3% | $1,302 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $46.65万 | 0.23% | 2,169 | -54 | -2.4% | -$1.16万 | 减仓 |
| LNG | CHENIERE ENERGY INC COM NEW | $46.21万 | 0.22% | 1,628 | -22 | -1.3% | -$6,245 | 减仓 |
| — | EXXON MOBIL CORP COM | $44.02万 | 0.21% | 2,594 | 296 | 12.9% | $5.02万 | 加仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $42.51万 | 0.21% | 736 | 26 | 3.7% | $1.50万 | 加仓 |
| SNOW | SNOWFLAKE INC COM SHS | $40.89万 | 0.20% | 2,711 | 2,711 | — | $40.89万 | 新建仓 |
| SRRK | SCHOLAR ROCK HLDG CORP COM | $39.97万 | 0.19% | 8,130 | -25 | -0.3% | -$1,229 | 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 |
| DXCM | DEXCOM INC COM | $38.57万 | 0.19% | 6,141 | -1,615 | -20.8% | -$10.14万 | 减仓 |
| SHLD | GLOBAL X DEFENSE TECH ETF | $38.06万 | 0.19% | 5,373 | 1,197 | 28.7% | $8.48万 | 加仓 |
| JQUA | JPMORGAN U.S. QUALITY FACTOR ETF | $37.97万 | 0.18% | 6,192 | -10 | -0.2% | -$613 | 减仓 |
| BLCR | ISHARES LARGE CAP CORE ACTIVE ETF | $37.29万 | 0.18% | 9,083 | 9,083 | — | $37.29万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $37.16万 | 0.18% | 2,540 | 2,540 | — | $37.16万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON COM | $35.55万 | 0.17% | 1,454 | 258 | 21.6% | $6.31万 | 加仓 |
| 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 |
| CAT | CATERPILLAR INC COM | $33.90万 | 0.16% | 478 | -49 | -9.3% | -$3.48万 | 减仓 |
| AVAV | AEROVIRONMENT INC COM | $33.08万 | 0.16% | 1,807 | 460 | 34.1% | $8.42万 | 加仓 |
| ORCL | ORACLE CORP COM | $32.97万 | 0.16% | 2,240 | 210 | 10.3% | $3.09万 | 加仓 |
| HSY | HERSHEY CO COM | $32.17万 | 0.16% | 1,547 | 10 | 0.7% | $2,080 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $31.43万 | 0.15% | 1,161 | -4 | -0.3% | -$1,083 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $31.23万 | 0.15% | 800 | 275 | 52.4% | $10.74万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $31.12万 | 0.15% | 633 | 21 | 3.4% | $1.03万 | 加仓 |
| SCHZ | SCHWAB US AGGREGATE BOND ETF | $30.55万 | 0.15% | 13,156 | -81 | -0.6% | -$1,881 | 减仓 |
| VHT | VANGUARD HEALTH CARE ETF | $27.90万 | 0.14% | 1,024 | 1 | 0.1% | $272 | 加仓 |