M3 Advisory Group, LLC
NEEDHAM HEIGHTS MA · SEC CIK 0002014826
$1.62亿2026Q1 申报市值
149持仓数
44.6%前十大占比 · 第一大 8.4%
11 / 5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
VOO 加仓+$51.39万
EWZ 新建仓+$28.83万
GEV 新建仓+$26.12万
AMAT 新建仓+$23.30万
FDX 新建仓+$22.18万
2026Q1 卖出最多 按季末市值估算
INTU 清仓-$36.10万
ADP 清仓-$22.05万
ROL 清仓-$21.92万
ABT 清仓-$20.65万
IBHI 清仓-$20.22万
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 |
|---|---|---|---|---|---|---|---|---|
| LQD | ISHARES TR | $55.20万 | 0.34% | 5,065 | 45 | 0.9% | $4,905 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $55.98万 | 0.35% | 10,358 | 80 | 0.8% | $4,324 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $56.88万 | 0.35% | 135 | 6 | 4.7% | $2.53万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $63.55万 | 0.39% | 1,326 | 58 | 4.6% | $2.78万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $64.25万 | 0.40% | 6,414 | 34 | 0.5% | $3,406 | 加仓 |
| XSD | SPDR SERIES TRUST | $65.78万 | 0.41% | 2,017 | 18 | 0.9% | $5,870 | 加仓 |
| — | EXXON MOBIL CORP | $66.88万 | 0.41% | 3,942 | 305 | 8.4% | $5.17万 | 加仓 |
| BX | BLACKSTONE INC | $69.67万 | 0.43% | 6,059 | 79 | 1.3% | $9,084 | 加仓 |
| NOBL | PROSHARES TR | $72.10万 | 0.44% | 6,802 | 157 | 2.4% | $1.66万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $73.41万 | 0.45% | 3,003 | 134 | 4.7% | $3.28万 | 加仓 |
| — | ELEVATION SERIES TRUST | $74.17万 | 0.46% | 19,922 | 747 | 3.9% | $2.78万 | 加仓 |
| BAC | BANK AMERICA CORP | $76.03万 | 0.47% | 15,596 | 231 | 1.5% | $1.13万 | 加仓 |
| WMT | WALMART INC | $76.43万 | 0.47% | 6,150 | 137 | 2.3% | $1.70万 | 加仓 |
| LLY | ELI LILLY & CO | $76.64万 | 0.47% | 833 | 22 | 2.7% | $2.02万 | 加仓 |
| META | META PLATFORMS INC | $81.45万 | 0.50% | 1,424 | 75 | 5.6% | $4.29万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $81.60万 | 0.50% | 17,782 | 131 | 0.7% | $6,012 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $86.85万 | 0.54% | 872 | 41 | 4.9% | $4.08万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $86.98万 | 0.54% | 4,433 | 32 | 0.7% | $6,279 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $87.65万 | 0.54% | 5,341 | 425 | 8.6% | $6.97万 | 加仓 |
| SHY | ISHARES TR | $93.87万 | 0.58% | 11,369 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $99.96万 | 0.62% | 1,621 | 40 | 2.5% | $2.47万 | 加仓 |
| CWB | SPDR SERIES TRUST | $102.00万 | 0.63% | 11,145 | 222 | 2.0% | $2.03万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $104.18万 | 0.64% | 18,413 | 839 | 4.8% | $4.75万 | 加仓 |
| GOOG | ALPHABET INC | $107.93万 | 0.67% | 3,762 | -16 | -0.4% | -$4,590 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $123.99万 | 0.76% | 4,215 | 140 | 3.4% | $4.12万 | 加仓 |
| MGK | VANGUARD WORLD FD | $125.77万 | 0.78% | 3,423 | 38 | 1.1% | $1.40万 | 加仓 |
| IYW | ISHARES TR | $126.58万 | 0.78% | 6,977 | 5 | 0.1% | $907 | 加仓 |
| VB | VANGUARD INDEX FDS | $130.37万 | 0.80% | 4,978 | 260 | 5.5% | $6.81万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $148.79万 | 0.92% | 29,776 | 369 | 1.3% | $1.84万 | 加仓 |
| MOAT | VANECK ETF TRUST | $151.41万 | 0.93% | 15,657 | 618 | 4.1% | $5.98万 | 加仓 |
| TSLA | TESLA INC | $158.93万 | 0.98% | 4,275 | -96 | -2.2% | -$3.57万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $164.49万 | 1.01% | 15,094 | 229 | 1.5% | $2.50万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $174.06万 | 1.07% | 22,573 | 2,860 | 14.5% | $22.05万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $178.30万 | 1.10% | 12,162 | 113 | 0.9% | $1.66万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $182.04万 | 1.12% | 19,420 | 4 | 0.0% | $375 | 加仓 |
| AVGO | BROADCOM INC | $188.62万 | 1.16% | 6,094 | 153 | 2.6% | $4.74万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $191.25万 | 1.18% | 23,329 | 180 | 0.8% | $1.48万 | 加仓 |
| AMZN | AMAZON COM INC | $215.21万 | 1.33% | 10,333 | 145 | 1.4% | $3.02万 | 加仓 |
| MSFT | MICROSOFT CORP | $217.67万 | 1.34% | 5,880 | -121 | -2.0% | -$4.48万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $233.58万 | 1.44% | 17,576 | 306 | 1.8% | $4.07万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $261.57万 | 1.61% | 40,819 | 43 | 0.1% | $2,755 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $274.82万 | 1.69% | 25,054 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $275.76万 | 1.70% | 55,856 | -605 | -1.1% | -$2.99万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $285.26万 | 1.76% | 93,527 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $412.68万 | 2.54% | 6,346 | 21 | 0.3% | $1.37万 | 加仓 |
| AAPL | APPLE INC | $428.94万 | 2.64% | 16,901 | -5 | -0.0% | -$1,269 | 减仓 |
| GOOGL | ALPHABET INC | $485.93万 | 3.00% | 16,898 | -103 | -0.6% | -$2.96万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $497.10万 | 3.06% | 81,146 | -346 | -0.4% | -$2.12万 | 减仓 |
| IVV | ISHARES TR | $549.25万 | 3.39% | 8,408 | 26 | 0.3% | $1.70万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $591.31万 | 3.64% | 33,905 | 335 | 1.0% | $5.84万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $749.51万 | 4.62% | 17,159 | 336 | 2.0% | $14.68万 | 加仓 |
| QQQ | INVESCO QQQ TR | $822.75万 | 5.07% | 14,255 | -50 | -0.3% | -$2.89万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $827.93万 | 5.10% | 25,807 | 192 | 0.7% | $6.16万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $917.87万 | 5.66% | 15,361 | 860 | 5.9% | $51.39万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,367.77万 | 8.43% | 63,599 | 837 | 1.3% | $18.00万 | 加仓 |