13F 机构持仓

Madison Park Capital Advisors, LLC

SEATTLE WA · SEC CIK 0001993022

2026Q22026Q1 更早 9 个季度 🔒
$1.27亿2026Q1 申报市值
62持仓数
58.4%前十大占比 · 第一大 11.0%
4 / 3新建仓 / 清仓
申报市值走势$1.95亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VXUS 11.0%
VUG 6.8%
SPY 6.6%
XLU 6.1%
XLP 5.1%
MDY 5.1%
AAPL 5.0%
BRK/B 4.6%
MSFT 4.4%
IJR 3.7%

2026Q1 买入最多 按季末市值估算

XLP 新建仓+$651.37万
XLU 加仓+$446.94万
GOOG 新建仓+$63.06万
AMLP 加仓+$48.87万
FBTC 加仓+$29.93万

2026Q1 卖出最多 按季末市值估算

IYC 清仓-$334.57万
RSPD 清仓-$36.36万
ITOT 清仓-$27.31万
VUG 减仓-$22.89万
XLF 减仓-$19.90万

2026Q1 持仓明细 点表头排序

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
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF $1,403.24万11.03%181,979 3,4421.9% $26.54万 加仓
VUG VANGUARD GROWTH ETF $861.34万6.77%19,720 -524-2.6% -$22.89万 减仓
SPY STATE STREET SPDR S&P 500 ETF $836.65万6.58%12,865 2972.4% $19.31万 加仓
XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF $773.25万6.08%168,501 97,393137.0% $446.94万 加仓
XLP STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF $651.37万5.12%79,455 79,455— $651.37万 新建仓
MDY STATE STREET SPDR S&P MIDCAP 400 ETF TRUST $650.76万5.11%10,551 -128-1.2% -$7.89万 减仓
AAPL APPLE INC COM $634.33万4.99%24,994 -371-1.5% -$9.42万 减仓
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW $587.12万4.61%12,252 430.4% $2.06万 加仓
MSFT MICROSOFT CORP COM $564.33万4.44%15,245 4523.1% $16.73万 加仓
IJR ISHARES CORE S&P SMALL CAP ETF $469.76万3.69%37,789 -1-0.0% -$124 减仓
AMLP ALERIAN MLP ETF $407.38万3.20%77,390 9,28413.6% $48.87万 加仓
XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF $391.18万3.07%24,187 -357-1.5% -$5.77万 减仓
XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF $350.17万2.75%70,928 -4,030-5.4% -$19.90万 减仓
COWZ PACER US CASH COWS 100 ETF $336.91万2.65%53,854 1,0372.0% $6.49万 加仓
ARKK ARK INNOVATION ETF $290.24万2.28%42,941 -1,039-2.4% -$7.02万 减仓
QQQ INVESCO QQQ TRUST SERIES I $288.61万2.27%5,000 1012.1% $5.83万 加仓
DIA STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST $251.25万1.97%5,424 -81-1.5% -$3.75万 减仓
AMZN AMAZON COM INC COM $243.55万1.91%11,694 -18-0.2% -$3,749 减仓
VOO VANGUARD S&P 500 ETF $201.47万1.58%3,372 621.9% $3.70万 加仓
SCHM SCHWAB U.S. MID-CAP ETF $200.94万1.58%64,902 -1,847-2.8% -$5.72万 减仓
SCHA SCHWAB U.S. SMALL-CAP ETF $189.38万1.49%65,122 -573-0.9% -$1.67万 减仓
BX BLACKSTONE INC COM $185.51万1.46%16,133 640.4% $7,359 加仓
VIG VANGUARD DIVIDEND APPRECIATION ETF $169.54万1.33%7,883 -217-2.7% -$4.67万 减仓
RSP INVESCO S&P 500 EQUAL WEIGHT ETF $129.17万1.02%6,730 60.1% $1,152 加仓
FBTC FIDELITY WISE ORIGIN BITCOIN FUND $128.05万1.01%21,693 5,07130.5% $29.93万 加仓
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF $120.51万0.95%11,368 260.2% $2,756 加仓
TUSI TOUCHSTONE ULTRA SHORT INCOME ETF $92.42万0.73%36,499 2720.8% $6,887 加仓
WMB WILLIAMS COS INC COM $89.95万0.71%12,359 00.0% — 不变
NVDA NVIDIA CORPORATION COM $80.09万0.63%4,592 871.9% $1.52万 加仓
JBND JPMORGAN ACTIVE BOND ETF $79.98万0.63%14,875 3,61032.0% $19.41万 加仓
FV FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF $70.31万0.55%11,634 20.0% $121 加仓
GOOG ALPHABET INC CAP STK CL C $63.06万0.50%2,198 2,198— $63.06万 新建仓
KMI KINDER MORGAN INC DEL COM $61.89万0.49%18,458 140.1% $469 加仓
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF $61.21万0.48%7,065 -292-4.0% -$2.53万 减仓
LLY ELI LILLY & CO COM $47.42万0.37%516 40.8% $3,676 加仓
VB VANGUARD SMALL-CAP ETF $43.31万0.34%1,654 392.4% $1.02万 加仓
VKQ INVESCO MUNICIPAL TRUST COM $43.06万0.34%45,236 2,6286.2% $2.50万 加仓
VOT VANGUARD MID-CAP GROWTH ETF $41.06万0.32%1,596 1157.8% $2.96万 加仓
VOYG VOYAGER TECHNOLOGIES INC COM CL A $40.03万0.31%17,115 3,42325.0% $8.01万 加仓
— INVESCO ADVANTAGE MUN INCOME T SH BEN INT $39.54万0.31%45,662 3,5088.3% $3.04万 加仓
CVX CHEVRON CORPORATION COM $39.25万0.31%1,897 20.1% $414 加仓
MLPA GLOBAL X MLP ETF $36.33万0.29%6,744 -2,568-27.6% -$13.83万 减仓
VO VANGUARD MID-CAP ETF $31.93万0.25%1,112 131.2% $3,733 加仓
NLY ANNALY CAPITAL MANAGEMENT INC COM NEW $31.84万0.25%15,056 00.0% — 不变
COST COSTCO WHOLESALE CORPORATION COM $31.69万0.25%318 -1-0.3% -$996 减仓
MPLX MPLX LP COM UNIT REP LTD $31.39万0.25%5,500 00.0% — 不变
HTGC HERCULES CAPITAL INC COM $29.54万0.23%20,000 00.0% — 不变
VGT VANGUARD INFORMATION TECHNOLOGY ETF $28.76万0.23%412 00.0% — 不变
CRM SALESFORCE INC COM $28.28万0.22%1,515 00.0% — 不变
GILD GILEAD SCIENCES INC COM $26.90万0.21%1,930 00.0% — 不变
GOOGL ALPHABET INC CAP STK CL A $26.38万0.21%917 13216.8% $3.80万 加仓
SBUX STARBUCKS CORP COM $26.37万0.21%2,944 -45-1.5% -$4,031 减仓
SCHF SCHWAB INTERNATIONAL EQUITY ETF $25.39万0.20%10,258 1151.1% $2,846 加仓
ORCL ORACLE CORP COM $25.04万0.20%1,702 24216.6% $3.56万 加仓
VBK VANGUARD SMALL-CAP GROWTH ETF $23.57万0.19%780 10.1% $302 加仓
THQ ABRDN HEALTHCARE OPPORTUNITIES SHS $23.52万0.18%14,000 00.0% — 不变
XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF $21.63万0.17%1,475 -111-7.0% -$1.63万 减仓
GLD SPDR GOLD SHARES $20.78万0.16%483 483— $20.78万 新建仓
MGK VANGUARD MEGA CAP GROWTH ETF $20.39万0.16%555 555— $20.39万 新建仓
ARCC ARES CAPITAL CORP COM $18.02万0.14%10,000 00.0% — 不变
RC READY CAPITAL CORP COM $3.59万0.03%22,150 00.0% — 不变
ACHV ACHIEVE LIFE SCIENCE INC COM $2.94万0.02%10,000 00.0% — 不变
IYC ISHARES U.S. CONSUMER DISCRETIONARY ETF $00.00%0 -32,441-100.0% -$334.57万 清仓
RSPD INVESCO S&P 500 EQUAL WEIGHT CONSUMER DISCRETIONARY ETF $00.00%0 -6,376-100.0% -$36.36万 清仓
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF $00.00%0 -1,837-100.0% -$27.31万 清仓
VTI VANGUARD TOTAL STOCK MARKET ETF $00.00%0 —— — 申报中断