M3 Advisory Group, LLC
NEEDHAM HEIGHTS MA · SEC CIK 0002014826
$1.93亿2026Q2 申报市值
156持仓数
43.9%前十大占比 · 第一大 8.2%
17 / 11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
MGK 加仓+$120.07万
VIG 加仓+$67.93万
VUG 加仓+$48.95万
VBK 新建仓+$37.63万
VXUS 加仓+$37.01万
2026Q2 卖出最多 按季末市值估算
IBHH 清仓-$26.14万
DGRO 清仓-$25.48万
USMV 清仓-$24.49万
ICE 清仓-$24.08万
PEP 清仓-$22.56万
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 |
|---|---|---|---|---|---|---|---|---|
| IWB | ISHARES TR | $54.95万 | 0.28% | 1,342 | 2 | 0.1% | $819 | 加仓 |
| LQD | ISHARES TR | $55.24万 | 0.29% | 5,065 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $55.51万 | 0.29% | 6,718 | 335 | 5.2% | $2.77万 | 加仓 |
| IYJ | ISHARES TR | $56.24万 | 0.29% | 3,374 | -241 | -6.7% | -$4.02万 | 减仓 |
| — | EXXON MOBIL CORP | $56.63万 | 0.29% | 4,142 | 200 | 5.1% | $2.73万 | 加仓 |
| SDY | SPDR SERIES TRUST | $56.81万 | 0.29% | 3,733 | 37 | 1.0% | $5,631 | 加仓 |
| VXF | VANGUARD INDEX FDS | $58.66万 | 0.30% | 2,383 | -63 | -2.6% | -$1.55万 | 减仓 |
| CSCO | CISCO SYS INC | $59.77万 | 0.31% | 5,089 | 194 | 4.0% | $2.28万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $59.94万 | 0.31% | 3,363 | -12 | -0.4% | -$2,139 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $60.62万 | 0.31% | 10,155 | -203 | -2.0% | -$1.21万 | 减仓 |
| ABBV | ABBVIE INC | $65.75万 | 0.34% | 2,613 | 174 | 7.1% | $4.38万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $67.76万 | 0.35% | 1,354 | 28 | 2.1% | $1.40万 | 加仓 |
| WMT | WALMART INC | $67.84万 | 0.35% | 5,990 | -160 | -2.6% | -$1.81万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $68.37万 | 0.35% | 896 | -58 | -6.1% | -$4.43万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $68.61万 | 0.36% | 1,181 | -32 | -2.6% | -$1.86万 | 减仓 |
| META | META PLATFORMS INC | $71.30万 | 0.37% | 1,266 | -158 | -11.1% | -$8.90万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $71.55万 | 0.37% | 2,098 | -57 | -2.6% | -$1.94万 | 减仓 |
| BX | BLACKSTONE INC | $72.64万 | 0.38% | 6,174 | 115 | 1.9% | $1.35万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $74.34万 | 0.39% | 795 | -77 | -8.8% | -$7.20万 | 减仓 |
| SMH | VANECK ETF TRUST | $75.69万 | 0.39% | 1,154 | 34 | 3.0% | $2.23万 | 加仓 |
| — | ELEVATION SERIES TRUST | $76.08万 | 0.39% | 20,355 | 433 | 2.2% | $1.62万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $77.15万 | 0.40% | 3,038 | 35 | 1.2% | $8,888 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $78.51万 | 0.41% | 6,466 | 52 | 0.8% | $6,314 | 加仓 |
| NOBL | PROSHARES TR | $79.93万 | 0.41% | 14,233 | 629 | 4.6% | $3.53万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $85.37万 | 0.44% | 18,829 | 1,047 | 5.9% | $4.75万 | 加仓 |
| BAC | BANK OF AMER CORP | $91.20万 | 0.47% | 16,005 | 409 | 2.6% | $2.33万 | 加仓 |
| SHY | ISHARES TR | $93.35万 | 0.48% | 11,369 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $104.05万 | 0.54% | 867 | 34 | 4.1% | $4.08万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $116.28万 | 0.60% | 1,653 | 32 | 2.0% | $2.25万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $116.49万 | 0.60% | 19,162 | 749 | 4.1% | $4.55万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $120.17万 | 0.62% | 5,514 | 1,081 | 24.4% | $23.56万 | 加仓 |
| CWB | SPDR SERIES TRUST | $122.43万 | 0.63% | 11,355 | 210 | 1.9% | $2.26万 | 加仓 |
| XSD | SPDR SERIES TRUST | $126.49万 | 0.66% | 2,028 | 11 | 0.5% | $6,861 | 加仓 |
| GOOG | ALPHABET INC | $132.45万 | 0.69% | 3,749 | -13 | -0.3% | -$4,593 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $140.17万 | 0.73% | 4,282 | 67 | 1.6% | $2.19万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $153.60万 | 0.80% | 30,217 | 441 | 1.5% | $2.24万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $155.37万 | 0.81% | 1,346 | -119 | -8.1% | -$13.74万 | 减仓 |
| VB | VANGUARD INDEX FDS | $162.47万 | 0.84% | 5,360 | 382 | 7.7% | $11.58万 | 加仓 |
| IYW | ISHARES TR | $162.98万 | 0.85% | 6,462 | -515 | -7.4% | -$12.99万 | 减仓 |
| MOAT | VANECK ETF TRUST | $172.83万 | 0.90% | 16,624 | 967 | 6.2% | $10.05万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $182.73万 | 0.95% | 15,580 | 486 | 3.2% | $5.70万 | 加仓 |
| TSLA | TESLA INC | $183.73万 | 0.95% | 4,368 | 93 | 2.2% | $3.91万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $193.04万 | 1.00% | 23,238 | -91 | -0.4% | -$7,559 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $197.95万 | 1.03% | 12,477 | 315 | 2.6% | $5.00万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $206.41万 | 1.07% | 19,416 | -4 | -0.0% | -$425 | 减仓 |
| MSFT | MICROSOFT CORP | $218.35万 | 1.13% | 5,854 | -26 | -0.4% | -$9,698 | 减仓 |
| AVGO | BROADCOM INC | $219.20万 | 1.14% | 5,803 | -291 | -4.8% | -$10.99万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $229.99万 | 1.19% | 26,902 | 4,329 | 19.2% | $37.01万 | 加仓 |
| AMZN | AMAZON COM INC | $241.83万 | 1.25% | 10,146 | -187 | -1.8% | -$4.46万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $242.02万 | 1.26% | 5,609 | 268 | 5.0% | $11.56万 | 加仓 |
| MGK | VANGUARD WORLD FD | $270.53万 | 1.40% | 30,774 | 13,659 | 79.8% | $120.07万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $290.15万 | 1.50% | 40,722 | -97 | -0.2% | -$6,911 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $306.26万 | 1.59% | 57,128 | 1,272 | 2.3% | $6.82万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $321.32万 | 1.67% | 25,140 | 86 | 0.3% | $1.10万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $326.81万 | 1.69% | 93,884 | 357 | 0.4% | $1.24万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $340.27万 | 1.76% | 17,860 | 284 | 1.6% | $5.41万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $440.14万 | 2.28% | 82,874 | 1,728 | 2.1% | $9.18万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $479.34万 | 2.49% | 6,419 | 73 | 1.2% | $5.45万 | 加仓 |
| AAPL | APPLE INC | $487.20万 | 2.53% | 16,837 | -64 | -0.4% | -$1.85万 | 减仓 |
| GOOGL | ALPHABET INC | $607.05万 | 3.15% | 16,986 | 88 | 0.5% | $3.14万 | 加仓 |
| IVV | ISHARES TR | $631.67万 | 3.28% | 8,435 | 27 | 0.3% | $2.02万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $661.31万 | 3.43% | 33,051 | -854 | -2.5% | -$17.09万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $935.80万 | 4.85% | 108,637 | 5,683 | 5.5% | $48.95万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $979.75万 | 5.08% | 26,477 | 670 | 2.6% | $24.79万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,046.77万 | 5.43% | 14,215 | -40 | -0.3% | -$2.95万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1,071.12万 | 5.55% | 15,596 | 235 | 1.5% | $16.14万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,572.80万 | 8.16% | 66,470 | 2,871 | 4.5% | $67.93万 | 加仓 |