Mattson Financial Services, LLC
KENTWOOD MI · SEC CIK 0002034595
$4.19亿2026Q1 申报市值
232持仓数
25.5%前十大占比 · 第一大 3.9%
62 / 11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
IVV 加仓+$148.47万
DMBS 加仓+$146.55万
AZN 新建仓+$138.61万
MSFT 加仓+$81.92万
XFIV 加仓+$78.71万
2026Q1 卖出最多 按季末市值估算
INNOVATOR ETFS T 清仓-$461.50万
SPYI 减仓-$444.53万
INNOVATOR ETFS T 清仓-$321.70万
HELO 清仓-$172.08万
SPYM 减仓-$121.03万
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 |
|---|---|---|---|---|---|---|---|---|
| LRCX | LAM RESEARCH CORP | $310.21万 | 0.74% | 14,519 | -2,462 | -14.5% | -$52.60万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $312.56万 | 0.75% | 36,841 | -1,130 | -3.0% | -$9.59万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $318.65万 | 0.76% | 13,036 | -1,331 | -9.3% | -$32.54万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $321.20万 | 0.77% | 31,285 | 1,661 | 5.6% | $17.05万 | 加仓 |
| NFLX | NETFLIX INC. | $322.04万 | 0.77% | 33,493 | 2,151 | 6.9% | $20.68万 | 加仓 |
| QTUM | ETF SER SOLUTIONS | $325.53万 | 0.78% | 30,338 | -106 | -0.3% | -$1.14万 | 减仓 |
| MCD | MCDONALDS CORP | $332.64万 | 0.79% | 10,703 | -149 | -1.4% | -$4.63万 | 减仓 |
| ETN | EATON CORP PLC | $337.43万 | 0.81% | 9,434 | -952 | -9.2% | -$34.05万 | 减仓 |
| CHAT | TIDAL TRUST II | $354.59万 | 0.85% | 57,330 | 965 | 1.7% | $5.97万 | 加仓 |
| KO | COCA COLA CO | $355.50万 | 0.85% | 46,745 | -2,598 | -5.3% | -$19.76万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $360.74万 | 0.86% | 7,528 | -224 | -2.9% | -$10.73万 | 减仓 |
| IVV | ISHARES TR | $369.06万 | 0.88% | 5,650 | 2,273 | 67.3% | $148.47万 | 加仓 |
| V | VISA INC | $369.23万 | 0.88% | 12,216 | 239 | 2.0% | $7.22万 | 加仓 |
| ARKW | ARK ETF TR | $376.56万 | 0.90% | 31,221 | 1,820 | 6.2% | $21.95万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $377.29万 | 0.90% | 13,943 | 1,034 | 8.0% | $27.98万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $383.74万 | 0.92% | 329,674 | 31,422 | 10.5% | $36.58万 | 加仓 |
| IETC | ISHARES U S ETF TR | $397.18万 | 0.95% | 44,940 | 803 | 1.8% | $7.10万 | 加仓 |
| MDT | MEDTRONIC PLC | $397.97万 | 0.95% | 45,928 | -73 | -0.2% | -$6,325 | 减仓 |
| BLOK | AMPLIFY ETF TR | $398.91万 | 0.95% | 80,086 | 3,331 | 4.3% | $16.59万 | 加仓 |
| PCMM | BONDBLOXX ETF TRUST | $420.55万 | 1.00% | 85,529 | 9,169 | 12.0% | $45.08万 | 加仓 |
| XTEN | BONDBLOXX ETF TRUST | $425.77万 | 1.02% | 92,841 | 8,921 | 10.6% | $40.91万 | 加仓 |
| WMT | WALMART INC | $426.77万 | 1.02% | 34,340 | -3,030 | -8.1% | -$37.66万 | 减仓 |
| TGT | TARGET CORP | $443.23万 | 1.06% | 36,570 | -3,104 | -7.8% | -$37.62万 | 减仓 |
| DABS | DOUBLELINE ETF TRUST | $474.77万 | 1.13% | 93,481 | 8,505 | 10.0% | $43.20万 | 加仓 |
| MS | MORGAN STANLEY | $479.99万 | 1.15% | 29,166 | -65 | -0.2% | -$1.07万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $486.04万 | 1.16% | 96,493 | 8,837 | 10.1% | $44.51万 | 加仓 |
| XTRE | BONDBLOXX ETF TRUST | $486.19万 | 1.16% | 98,201 | 9,986 | 11.3% | $49.44万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $497.59万 | 1.19% | 16,915 | -3 | -0.0% | -$883 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $515.59万 | 1.23% | 6,094 | -272 | -4.3% | -$23.01万 | 减仓 |
| AVGO | BROADCOM INC | $521.93万 | 1.25% | 16,863 | -164 | -1.0% | -$5.08万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $532.35万 | 1.27% | 47,882 | 914 | 1.9% | $10.16万 | 加仓 |
| XSVN | BONDBLOXX ETF TRUST | $546.10万 | 1.30% | 114,439 | 11,843 | 11.5% | $56.51万 | 加仓 |
| CVX | CHEVRON CORPORATION | $566.88万 | 1.35% | 27,399 | -3,337 | -10.9% | -$69.04万 | 减仓 |
| BBBS | BONDBLOXX ETF TRUST | $605.13万 | 1.44% | 118,316 | 12,079 | 11.4% | $61.78万 | 加仓 |
| META | META PLATFORMS INC | $752.12万 | 1.80% | 13,146 | -282 | -2.1% | -$16.13万 | 减仓 |
| XFIV | BONDBLOXX ETF TRUST | $784.03万 | 1.87% | 159,485 | 16,010 | 11.2% | $78.71万 | 加仓 |
| AAPL | APPLE INC | $1,015.29万 | 2.42% | 40,005 | -1,176 | -2.9% | -$29.85万 | 减仓 |
| GOOG | ALPHABET INC | $1,036.09万 | 2.47% | 36,118 | -2,819 | -7.2% | -$80.87万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,057.86万 | 2.53% | 28,578 | 2,213 | 8.4% | $81.92万 | 加仓 |
| AMZN | AMAZON COM INC | $1,180.20万 | 2.82% | 56,667 | 1,390 | 2.5% | $28.95万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,204.85万 | 2.88% | 69,086 | -3,280 | -4.5% | -$57.20万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $1,406.23万 | 3.36% | 183,725 | -15,812 | -7.9% | -$121.03万 | 减仓 |
| DMBS | DOUBLELINE ETF TRUST | $1,619.44万 | 3.87% | 327,954 | 29,678 | 9.9% | $146.55万 | 加仓 |