MUIRFIELD WEALTH ADVISORS LLC
CHARLOTTE NC · SEC CIK 0002014898
$1.53亿2026Q2 申报市值
87持仓数
52.4%前十大占比 · 第一大 10.5%
9 / 4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
IDGT 新建仓+$102.26万
IYZ 新建仓+$92.74万
AMD 新建仓+$32.94万
IEF 加仓+$30.81万
BNY 新建仓+$23.99万
2026Q2 卖出最多 按季末市值估算
IAU 清仓-$110.68万
IEZ 清仓-$91.17万
IGV 重新持有-$44.34万
CRM 清仓-$23.03万
GLD 清仓-$20.31万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| RSP | INVESCO EXCHANGE TRADED FD T | $1,614.98万 | 10.54% | 75,902 | 9 | 0.0% | $1,915 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,041.96万 | 6.80% | 20,823 | -19 | -0.1% | -$9,507 | 减仓 |
| IJR | ISHARES TR | $802.17万 | 5.24% | 54,087 | 309 | 0.6% | $4.58万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $801.33万 | 5.23% | 93,027 | 2,535 | 2.8% | $21.84万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $712.32万 | 4.65% | 30,104 | 213 | 0.7% | $5.04万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $704.88万 | 4.60% | 121,113 | 4,006 | 3.4% | $23.31万 | 加仓 |
| IEF | ISHARES TR | $650.58万 | 4.25% | 68,793 | 3,258 | 5.0% | $30.81万 | 加仓 |
| IJH | ISHARES TR | $637.37万 | 4.16% | 82,657 | 1,103 | 1.4% | $8.51万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $547.56万 | 3.57% | 27,366 | 75 | 0.3% | $1.50万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $519.12万 | 3.39% | 176,392 | -2,944 | -1.6% | -$8.66万 | 减仓 |
| USMV | ISHARES TR | $447.34万 | 2.92% | 46,375 | 1,649 | 3.7% | $15.91万 | 加仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $391.67万 | 2.56% | 51,617 | 533 | 1.0% | $4.04万 | 加仓 |
| RY | ROYAL BK CDA | $358.80万 | 2.34% | 17,336 | 91 | 0.5% | $1.88万 | 加仓 |
| MINT | PIMCO ETF TR | $353.69万 | 2.31% | 35,085 | 1,609 | 4.8% | $16.22万 | 加仓 |
| AAPL | APPLE INC | $335.61万 | 2.19% | 11,598 | -203 | -1.7% | -$5.87万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $307.46万 | 2.01% | 96,959 | -308 | -0.3% | -$9,767 | 减仓 |
| GOOGL | ALPHABET INC | $231.56万 | 1.51% | 6,480 | -97 | -1.5% | -$3.47万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $214.14万 | 1.40% | 5,787 | -537 | -8.5% | -$19.87万 | 减仓 |
| VB | VANGUARD INDEX FDS | $196.52万 | 1.28% | 6,483 | 238 | 3.8% | $7.21万 | 加仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $179.35万 | 1.17% | 26,168 | -220 | -0.8% | -$1.51万 | 减仓 |
| SOXX | ISHARES TR | $170.59万 | 1.11% | 2,662 | 93 | 3.6% | $5.96万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $154.96万 | 1.01% | 4,581 | -102 | -2.2% | -$3.45万 | 减仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $147.63万 | 0.96% | 709 | -2 | -0.3% | -$4,164 | 减仓 |
| MSFT | MICROSOFT CORP | $142.62万 | 0.93% | 3,823 | -34 | -0.9% | -$1.27万 | 减仓 |
| META | META PLATFORMS INC | $140.70万 | 0.92% | 2,498 | 19 | 0.8% | $1.07万 | 加仓 |
| DGRW | WISDOMTREE TR | $124.75万 | 0.81% | 13,046 | 40 | 0.3% | $3,825 | 加仓 |
| ITA | ISHARES TR | $122.77万 | 0.80% | 5,064 | 324 | 6.8% | $7.85万 | 加仓 |
| VO | VANGUARD INDEX FDS | $121.64万 | 0.79% | 15,098 | 574 | 4.0% | $4.62万 | 加仓 |
| IVV | ISHARES TR | $117.65万 | 0.77% | 1,571 | 97 | 6.6% | $7.26万 | 加仓 |
| IYJ | ISHARES TR | $113.55万 | 0.74% | 6,813 | 457 | 7.2% | $7.62万 | 加仓 |
| RJF | RAYMOND JAMES FINL INC | $113.47万 | 0.74% | 7,464 | 27 | 0.4% | $4,105 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $107.46万 | 0.70% | 1,439 | -2 | -0.1% | -$1,494 | 减仓 |
| IAI | ISHARES TR | $106.13万 | 0.69% | 6,053 | 385 | 6.8% | $6.75万 | 加仓 |
| VNLA | JANUS DETROIT STR TR | $105.86万 | 0.69% | 21,664 | 3,405 | 18.6% | $16.64万 | 加仓 |
| AMZN | AMAZON COM INC | $102.68万 | 0.67% | 4,308 | 107 | 2.5% | $2.55万 | 加仓 |
| IDGT | ISHARES TR | $102.26万 | 0.67% | 8,540 | 8,540 | — | $102.26万 | 新建仓 |
| BIDD | BLACKROCK ETF TRUST | $101.33万 | 0.66% | 33,753 | 1,412 | 4.4% | $4.24万 | 加仓 |
| IWF | ISHARES TR | $95.32万 | 0.62% | 7,677 | 5 | 0.1% | $621 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $94.66万 | 0.62% | 18,748 | 2,201 | 13.3% | $11.11万 | 加仓 |
| IYZ | ISHARES TR | $92.74万 | 0.61% | 21,918 | 21,918 | — | $92.74万 | 新建仓 |
| COWG | PACER FDS TR | $92.71万 | 0.61% | 23,092 | 570 | 2.5% | $2.29万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $90.26万 | 0.59% | 9,666 | 50 | 0.5% | $4,669 | 加仓 |
| AUSF | GLOBAL X FDS | $79.47万 | 0.52% | 16,265 | 38 | 0.2% | $1,857 | 加仓 |
| SLV | ISHARES SILVER TR | $79.10万 | 0.52% | 14,793 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $78.86万 | 0.51% | 1,875 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $78.07万 | 0.51% | 13,701 | -575 | -4.0% | -$3.28万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $76.99万 | 0.50% | 26,585 | -2,355 | -8.1% | -$6.82万 | 减仓 |
| AMAT | APPLIED MATLS INC | $70.91万 | 0.46% | 981 | -118 | -10.7% | -$8.53万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $59.54万 | 0.39% | 1,819 | 26 | 1.5% | $8,510 | 加仓 |
| DIVO | AMPLIFY ETF TR | $59.03万 | 0.39% | 12,917 | 150 | 1.2% | $6,855 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $53.36万 | 0.35% | 6,752 | -690 | -9.3% | -$5.45万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $51.88万 | 0.34% | 1,056 | 64 | 6.5% | $3.14万 | 加仓 |
| V | VISA INC | $51.59万 | 0.34% | 1,504 | 165 | 12.3% | $5.66万 | 加仓 |
| GOOG | ALPHABET INC | $50.60万 | 0.33% | 1,432 | -115 | -7.4% | -$4.06万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $43.12万 | 0.28% | 2,419 | 69 | 2.9% | $1.23万 | 加仓 |
| VHT | VANGUARD WORLD FD | $42.78万 | 0.28% | 1,431 | 5 | 0.4% | $1,495 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $42.70万 | 0.28% | 2,360 | -272 | -10.3% | -$4.92万 | 减仓 |
| QCOM | QUALCOMM INC | $38.74万 | 0.25% | 2,097 | -58 | -2.7% | -$1.07万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $37.13万 | 0.24% | 4,024 | 196 | 5.1% | $1.81万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $35.17万 | 0.23% | 464 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $33.01万 | 0.22% | 2,608 | -237 | -8.3% | -$3.00万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $32.94万 | 0.21% | 567 | 567 | — | $32.94万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $31.50万 | 0.21% | 4,422 | 17 | 0.4% | $1,211 | 加仓 |
| — | EXXON MOBIL CORP | $31.17万 | 0.20% | 2,280 | 13 | 0.6% | $1,777 | 加仓 |
| ADI | ANALOG DEVICES INC | $28.99万 | 0.19% | 730 | 3 | 0.4% | $1,191 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $28.04万 | 0.18% | 792 | 6 | 0.8% | $2,124 | 加仓 |
| COP | CONOCOPHILLIPS | $27.35万 | 0.18% | 2,631 | 267 | 11.3% | $2.78万 | 加仓 |
| MRK | MERCK & CO INC | $27.24万 | 0.18% | 2,120 | -15 | -0.7% | -$1,927 | 减仓 |
| IGV | ISHARES TR | $26.74万 | 0.17% | 2,951 | -4,894 | -62.4% | -$44.34万 | 重新持有 |
| CMCSA | COMCAST CORP NEW | $26.12万 | 0.17% | 10,640 | 110 | 1.0% | $2,700 | 加仓 |
| BDX | BECTON DICKINSON & CO | $25.89万 | 0.17% | 1,711 | 354 | 26.1% | $5.36万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $25.75万 | 0.17% | 6,081 | 83 | 1.4% | $3,514 | 加仓 |
| UNP | UNION PAC CORP | $25.67万 | 0.17% | 944 | 1 | 0.1% | $272 | 加仓 |
| T | AT&T INC | $25.45万 | 0.17% | 12,294 | 64 | 0.5% | $1,325 | 加仓 |
| PG | PROCTER & GAMBLE CO | $24.93万 | 0.16% | 1,700 | 0 | 0.0% | — | 不变 |
| BNY | BANK OF NY MELLON CORP | $23.99万 | 0.16% | 1,659 | 1,659 | — | $23.99万 | 新建仓 |
| WFC | WELLS FARGO & CO | $23.77万 | 0.16% | 2,876 | 28 | 1.0% | $2,314 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $23.75万 | 0.16% | 1,929 | 1,929 | — | $23.75万 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $22.68万 | 0.15% | 586 | 586 | — | $22.68万 | 新建仓 |
| CI | THE CIGNA GROUP | $21.61万 | 0.14% | 784 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $21.31万 | 0.14% | 1,407 | -25 | -1.7% | -$3,787 | 减仓 |
| MMM | 3M CO | $21.24万 | 0.14% | 1,312 | 7 | 0.5% | $1,133 | 重新持有 |
| NVS | NOVARTIS AG | $21.21万 | 0.14% | 1,353 | -18 | -1.3% | -$2,822 | 减仓 |
| NOBL | PROSHARES TR | $21.16万 | 0.14% | 3,768 | 3,768 | — | $21.16万 | 新建仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $21.06万 | 0.14% | 4,164 | 93 | 2.3% | $4,703 | 加仓 |
| IWD | ISHARES TR | $20.28万 | 0.13% | 836 | 836 | — | $20.28万 | 新建仓 |
| GEV | GE VERNOVA INC | $20.01万 | 0.13% | 170 | 170 | — | $20.01万 | 新建仓 |
| IAU | ISHARES GOLD TR | $0 | 0.00% | 0 | -12,555 | -100.0% | -$110.68万 | 清仓 |
| IEZ | ISHARES TR | $0 | 0.00% | 0 | -31,491 | -100.0% | -$91.17万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -1,234 | -100.0% | -$23.03万 | 清仓 |
| GLD | SPDR GOLD TR | $0 | 0.00% | 0 | -472 | -100.0% | -$20.31万 | 清仓 |