Manuka Financial, LLC
RICHMOND VA · SEC CIK 0002049064
$1.93亿2026Q2 申报市值
55持仓数
71.3%前十大占比 · 第一大 23.1%
3 / 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
VBIL 新建仓+$515.03万
AAPL 加仓+$243.10万
VTI 加仓+$207.74万
BND 加仓+$109.06万
BNDX 加仓+$104.20万
2026Q2 卖出最多 按季末市值估算
UBER 清仓-$34.14万
BSV 减仓-$31.90万
NFLX 清仓-$28.43万
COST 清仓-$25.87万
LOW 清仓-$20.67万
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 |
|---|---|---|---|---|---|---|---|---|
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -4,746 | -100.0% | -$34.14万 | 清仓 |
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -2,957 | -100.0% | -$28.43万 | 清仓 |
| COST | COSTCO WHOLESALE CORPORATION | $0 | 0.00% | 0 | -260 | -100.0% | -$25.87万 | 清仓 |
| LOW | LOWES COS INC | $0 | 0.00% | 0 | -875 | -100.0% | -$20.67万 | 清仓 |
| PM | PHILIP MORRIS INTL INC | $21.86万 | 0.11% | 1,208 | 1,208 | — | $21.86万 | 新建仓 |
| SCHC | SCHWAB STRATEGIC TR | $22.12万 | 0.11% | 4,597 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $22.93万 | 0.12% | 946 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $24.03万 | 0.12% | 884 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR INDEX SHS FDS | $24.11万 | 0.13% | 4,785 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $24.19万 | 0.13% | 1,548 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $27.57万 | 0.14% | 551 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $28.05万 | 0.15% | 3,040 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $30.04万 | 0.16% | 918 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $30.68万 | 0.16% | 9,065 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $31.02万 | 0.16% | 534 | 534 | — | $31.02万 | 新建仓 |
| IWM | ISHARES TR | $31.08万 | 0.16% | 1,034 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB STRATEGIC TR | $32.79万 | 0.17% | 6,214 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $33.85万 | 0.18% | 958 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $39.76万 | 0.21% | 4,017 | 40 | 1.0% | $3,959 | 加仓 |
| VXF | VANGUARD INDEX FDS | $40.07万 | 0.21% | 1,628 | 1 | 0.1% | $246 | 加仓 |
| IEFA | ISHARES TR | $42.87万 | 0.22% | 4,439 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $43.81万 | 0.23% | 2,990 | 5 | 0.2% | $733 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $44.28万 | 0.23% | 5,287 | -21 | -0.4% | -$1,759 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $56.11万 | 0.29% | 3,550 | 3 | 0.1% | $474 | 加仓 |
| VBR | VANGUARD INDEX FDS | $57.82万 | 0.30% | 2,380 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $68.38万 | 0.35% | 929 | 215 | 30.1% | $15.82万 | 加仓 |
| VTES | VANGUARD WELLINGTON FD | $71.10万 | 0.37% | 7,018 | 871 | 14.2% | $8.82万 | 加仓 |
| MSFT | MICROSOFT CORP | $71.17万 | 0.37% | 1,908 | 0 | 0.0% | — | 不变 |
| VGUS | VANGUARD INSTL INDEX FD | $79.93万 | 0.41% | 10,564 | 91 | 0.9% | $6,885 | 加仓 |
| IDEV | ISHARES TR | $84.09万 | 0.44% | 9,447 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $89.59万 | 0.47% | 3,759 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $99.61万 | 0.52% | 35,960 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $101.60万 | 0.53% | 1,361 | 1 | 0.1% | $747 | 加仓 |
| IVV | ISHARES TR | $111.27万 | 0.58% | 1,486 | 411 | 38.2% | $30.78万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $129.66万 | 0.67% | 2,715 | 0 | 0.0% | — | 不变 |
| CRS | CARPENTER TECHNOLOGY CORP | $133.73万 | 0.69% | 2,168 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $142.75万 | 0.74% | 1,237 | -15 | -1.2% | -$1.73万 | 减仓 |
| VV | VANGUARD INDEX FDS | $166.35万 | 0.86% | 4,837 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $166.89万 | 0.87% | 2,430 | 3 | 0.1% | $2,060 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $169.05万 | 0.88% | 10,771 | 236 | 2.2% | $3.70万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $186.46万 | 0.97% | 9,294 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $213.95万 | 1.11% | 42,299 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $215.38万 | 1.12% | 7,105 | 14 | 0.2% | $4,244 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $281.52万 | 1.46% | 36,704 | 1,016 | 2.8% | $7.79万 | 加仓 |
| AAPL | APPLE INC | $344.31万 | 1.79% | 11,899 | 8,401 | 240.2% | $243.10万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $367.48万 | 1.91% | 61,565 | 4,333 | 7.6% | $25.86万 | 加仓 |
| — | EXXON MOBIL CORP | $485.19万 | 2.52% | 35,488 | 0 | 0.0% | — | 不变 |
| VBIL | VANGUARD INSTL INDEX FD | $515.03万 | 2.67% | 68,054 | 68,054 | — | $515.03万 | 新建仓 |
| BSV | VANGUARD BD INDEX FDS | $516.30万 | 2.68% | 66,269 | -4,095 | -5.8% | -$31.90万 | 减仓 |
| IXUS | ISHARES TR | $606.24万 | 3.15% | 63,521 | 0 | 0.0% | — | 不变 |
| VTIP | VANGUARD MALVERN FDS | $616.82万 | 3.20% | 122,798 | 16,894 | 16.0% | $84.86万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $631.39万 | 3.28% | 28,972 | 278 | 1.0% | $6.06万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $675.63万 | 3.51% | 139,507 | 21,516 | 18.2% | $104.20万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $686.33万 | 3.56% | 79,676 | 1,436 | 1.8% | $12.37万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $711.30万 | 3.69% | 96,894 | 14,856 | 18.1% | $109.06万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $784.70万 | 4.07% | 110,133 | 8,943 | 8.8% | $63.72万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,489.29万 | 7.73% | 74,431 | 5 | 0.0% | $1,000 | 加仓 |
| VXUS | VANGUARD STAR FDS | $3,089.89万 | 16.04% | 361,433 | 2,573 | 0.7% | $22.00万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $4,450.44万 | 23.10% | 120,269 | 5,614 | 4.9% | $207.74万 | 加仓 |