MUIRFIELD WEALTH ADVISORS LLC
CHARLOTTE NC · SEC CIK 0002014898
$1.36亿2026Q1 申报市值
80持仓数
53.1%前十大占比 · 第一大 10.7%
8 / 2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
IEZ 新建仓+$91.17万
SOXX 新建仓+$84.44万
SPY 加仓+$55.29万
IEF 加仓+$42.95万
USMV 加仓+$41.62万
2026Q1 卖出最多 按季末市值估算
IYC 清仓-$85.65万
ADBE 清仓-$28.21万
RSP 减仓-$21.21万
SLV 减仓-$19.85万
BAC 减仓-$16.09万
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 |
|---|---|---|---|---|---|---|---|---|
| IYC | ISHARES TR | $0 | 0.00% | 0 | -8,305 | -100.0% | -$85.65万 | 清仓 |
| IGV | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -806 | -100.0% | -$28.21万 | 清仓 |
| MMM | 3M CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GLD | SPDR GOLD TR | $20.31万 | 0.15% | 472 | 472 | — | $20.31万 | 新建仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $20.60万 | 0.15% | 4,071 | -137 | -3.3% | -$6,934 | 减仓 |
| CI | THE CIGNA GROUP | $20.91万 | 0.15% | 784 | -263 | -25.1% | -$7.02万 | 重新持有 |
| NVS | NOVARTIS AG | $20.95万 | 0.15% | 1,371 | 1,371 | — | $20.95万 | 新建仓 |
| BDX | BECTON DICKINSON & CO | $21.34万 | 0.16% | 1,357 | 1,357 | — | $21.34万 | 新建仓 |
| WFC | WELLS FARGO & CO | $22.67万 | 0.17% | 2,848 | -118 | -4.0% | -$9,393 | 减仓 |
| TJX | TJX COS INC NEW | $22.88万 | 0.17% | 1,432 | 21 | 1.5% | $3,355 | 加仓 |
| UNP | UNION PAC CORP | $22.88万 | 0.17% | 943 | 1 | 0.1% | $243 | 加仓 |
| CRM | SALESFORCE INC | $23.03万 | 0.17% | 1,234 | 70 | 6.0% | $1.31万 | 加仓 |
| ADI | ANALOG DEVICES INC | $23.14万 | 0.17% | 727 | 727 | — | $23.14万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $24.55万 | 0.18% | 1,700 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $25.68万 | 0.19% | 2,135 | 17 | 0.8% | $2,045 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $26.96万 | 0.20% | 786 | 74 | 10.4% | $2.54万 | 加仓 |
| QCOM | QUALCOMM INC | $27.75万 | 0.20% | 2,155 | 15 | 0.7% | $1,932 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $28.23万 | 0.21% | 4,405 | 8 | 0.2% | $513 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $30.11万 | 0.22% | 5,998 | 43 | 0.7% | $2,158 | 加仓 |
| CMCSA | COMCAST CORP NEW | $30.23万 | 0.22% | 10,530 | 10,530 | — | $30.23万 | 新建仓 |
| COP | CONOCOPHILLIPS | $31.21万 | 0.23% | 2,364 | 2,364 | — | $31.21万 | 新建仓 |
| CW | CURTISS WRIGHT CORP | $31.61万 | 0.23% | 464 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $35.46万 | 0.26% | 12,230 | 127 | 1.0% | $3,682 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $35.97万 | 0.26% | 3,828 | 388 | 11.3% | $3.65万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $37.25万 | 0.27% | 2,845 | -249 | -8.0% | -$3.26万 | 减仓 |
| AMAT | APPLIED MATLS INC | $37.56万 | 0.28% | 1,099 | 34 | 3.2% | $1.16万 | 加仓 |
| — | EXXON MOBIL CORP | $38.46万 | 0.28% | 2,267 | 378 | 20.0% | $6.41万 | 加仓 |
| VHT | VANGUARD WORLD FD | $38.84万 | 0.29% | 1,426 | 5 | 0.4% | $1,362 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $39.48万 | 0.29% | 94 | 28 | 42.4% | $11.76万 | 加仓 |
| V | VISA INC | $40.48万 | 0.30% | 1,339 | 139 | 11.6% | $4.20万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $41.35万 | 0.30% | 992 | -108 | -9.8% | -$4.50万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $43.52万 | 0.32% | 2,632 | 453 | 20.8% | $7.49万 | 加仓 |
| GOOG | ALPHABET INC | $44.39万 | 0.33% | 1,547 | 63 | 4.2% | $1.81万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $52.75万 | 0.39% | 1,793 | 40 | 2.3% | $1.18万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $57.26万 | 0.42% | 12,767 | 394 | 3.2% | $1.77万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $58.99万 | 0.43% | 7,442 | 2,157 | 40.8% | $17.10万 | 加仓 |
| BAC | BANK AMERICA CORP | $69.59万 | 0.51% | 14,276 | -3,300 | -18.8% | -$16.09万 | 减仓 |
| TSLA | TESLA INC | $69.70万 | 0.51% | 1,875 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $72.64万 | 0.53% | 28,940 | -728 | -2.5% | -$1.83万 | 减仓 |
| COWG | PACER FDS TR | $75.99万 | 0.56% | 22,522 | 467 | 2.1% | $1.58万 | 加仓 |
| AUSF | GLOBAL X FDS | $78.46万 | 0.58% | 16,227 | 24 | 0.1% | $1,160 | 加仓 |
| IWF | ISHARES TR | $81.78万 | 0.60% | 1,918 | -160 | -7.7% | -$6.82万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $83.35万 | 0.61% | 16,547 | 5,319 | 47.4% | $26.79万 | 加仓 |
| SOXX | ISHARES TR | $84.44万 | 0.62% | 2,569 | 2,569 | — | $84.44万 | 新建仓 |
| VIGI | VANGUARD WHITEHALL FDS | $85.06万 | 0.63% | 9,616 | 153 | 1.6% | $1.35万 | 加仓 |
| AMZN | AMAZON COM INC | $87.49万 | 0.64% | 4,201 | 363 | 9.5% | $7.56万 | 加仓 |
| VNLA | JANUS DETROIT STR TR | $89.21万 | 0.66% | 18,259 | 7,132 | 64.1% | $34.85万 | 加仓 |
| IEZ | ISHARES TR | $91.17万 | 0.67% | 31,491 | 31,491 | — | $91.17万 | 新建仓 |
| BIDD | BLACKROCK ETF TRUST | $91.95万 | 0.68% | 32,341 | 51 | 0.2% | $1,450 | 加仓 |
| IAI | ISHARES TR | $93.06万 | 0.68% | 5,668 | 487 | 9.4% | $8.00万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $93.74万 | 0.69% | 1,441 | 850 | 143.8% | $55.29万 | 加仓 |
| IYJ | ISHARES TR | $93.78万 | 0.69% | 6,356 | 572 | 9.9% | $8.44万 | 加仓 |
| IVV | ISHARES TR | $96.28万 | 0.71% | 1,474 | 130 | 9.7% | $8.49万 | 加仓 |
| SLV | ISHARES SILVER TR | $100.80万 | 0.74% | 14,793 | -2,913 | -16.5% | -$19.85万 | 减仓 |
| ITA | ISHARES TR | $103.68万 | 0.76% | 4,740 | 152 | 3.3% | $3.32万 | 加仓 |
| VO | VANGUARD INDEX FDS | $104.28万 | 0.77% | 3,631 | 358 | 10.9% | $10.28万 | 加仓 |
| RJF | RAYMOND JAMES FINL INC | $107.69万 | 0.79% | 7,437 | 347 | 4.9% | $5.02万 | 加仓 |
| IAU | ISHARES GOLD TR | $110.68万 | 0.81% | 12,555 | 510 | 4.2% | $4.50万 | 加仓 |
| DGRW | WISDOMTREE TR | $114.25万 | 0.84% | 13,006 | -2 | -0.0% | -$176 | 减仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $134.09万 | 0.99% | 711 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $141.67万 | 1.04% | 4,683 | 10 | 0.2% | $3,025 | 加仓 |
| META | META PLATFORMS INC | $141.81万 | 1.04% | 2,479 | 80 | 3.3% | $4.58万 | 加仓 |
| MSFT | MICROSOFT CORP | $142.78万 | 1.05% | 3,857 | -66 | -1.7% | -$2.44万 | 减仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $158.64万 | 1.17% | 26,388 | 259 | 1.0% | $1.56万 | 加仓 |
| VB | VANGUARD INDEX FDS | $163.58万 | 1.20% | 6,245 | 359 | 6.1% | $9.40万 | 加仓 |
| GOOGL | ALPHABET INC | $189.12万 | 1.39% | 6,577 | -133 | -2.0% | -$3.82万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $202.89万 | 1.49% | 6,324 | -447 | -6.6% | -$14.34万 | 减仓 |
| RY | ROYAL BK CDA | $278.99万 | 2.05% | 17,245 | 101 | 0.6% | $1.63万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $298.42万 | 2.20% | 97,267 | 637 | 0.7% | $1.95万 | 加仓 |
| AAPL | APPLE INC | $299.50万 | 2.20% | 11,801 | -18 | -0.2% | -$4,568 | 减仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $308.74万 | 2.27% | 51,084 | -528 | -1.0% | -$3.19万 | 减仓 |
| MINT | PIMCO ETF TR | $336.67万 | 2.48% | 33,476 | 441 | 1.3% | $4.44万 | 加仓 |
| USMV | ISHARES TR | $414.79万 | 3.05% | 44,726 | 4,488 | 11.2% | $41.62万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $459.82万 | 3.38% | 179,336 | -1,161 | -0.6% | -$2.98万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $475.96万 | 3.50% | 27,291 | 117 | 0.4% | $2.04万 | 加仓 |
| IJH | ISHARES TR | $550.73万 | 4.05% | 81,554 | -545 | -0.7% | -$3.68万 | 减仓 |
| IEF | ISHARES TR | $625.46万 | 4.60% | 65,535 | 4,500 | 7.4% | $42.95万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $642.84万 | 4.73% | 29,891 | -51 | -0.2% | -$1.10万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $658.77万 | 4.85% | 15,082 | -203 | -1.3% | -$8.87万 | 减仓 |
| IJR | ISHARES TR | $668.52万 | 4.92% | 53,778 | -317 | -0.6% | -$3.94万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $685.54万 | 5.04% | 117,107 | -261 | -0.2% | -$1.53万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $998.75万 | 7.35% | 20,842 | 59 | 0.3% | $2.83万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,456.54万 | 10.72% | 75,893 | -1,105 | -1.4% | -$21.21万 | 减仓 |