Manuka Financial, LLC
RICHMOND VA · SEC CIK 0002049064
$1.62亿2026Q1 申报市值
56持仓数
73.2%前十大占比 · 第一大 22.7%
0 / 1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
VTI 加仓+$158.38万
VXUS 加仓+$98.59万
VTIP 加仓+$32.97万
BND 加仓+$26.56万
BSV 加仓+$22.09万
2026Q1 卖出最多 按季末市值估算
VOO 减仓-$36.15万
EXXON MOBIL CORP 减仓-$24.21万
ADSK 清仓-$23.47万
IXUS 减仓-$11.56万
BNDX 减仓-$11.08万
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 |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | $3,678.26万 | 22.72% | 114,655 | 4,937 | 4.5% | $158.38万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $2,767.17万 | 17.09% | 358,860 | 12,786 | 3.7% | $98.59万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,298.00万 | 8.02% | 74,426 | 131 | 0.2% | $2.28万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $648.43万 | 4.00% | 101,190 | 200 | 0.2% | $1.28万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $604.12万 | 3.73% | 82,038 | 3,607 | 4.6% | $26.56万 | 加仓 |
| — | EXXON MOBIL CORP | $602.09万 | 3.72% | 35,488 | -1,427 | -3.9% | -$24.21万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $569.58万 | 3.52% | 13,040 | -113 | -0.9% | -$4.94万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $566.95万 | 3.50% | 117,991 | -2,305 | -1.9% | -$11.08万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $562.97万 | 3.48% | 28,694 | -212 | -0.7% | -$4.16万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $551.72万 | 3.41% | 70,364 | 2,817 | 4.2% | $22.09万 | 加仓 |
| IXUS | ISHARES TR | $550.35万 | 3.40% | 63,521 | -1,334 | -2.1% | -$11.56万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $528.99万 | 3.27% | 105,904 | 6,600 | 6.6% | $32.97万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $309.34万 | 1.91% | 57,232 | 9 | 0.0% | $486 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $275.44万 | 1.70% | 35,688 | 769 | 2.2% | $5.94万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $211.03万 | 1.30% | 42,299 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $185.73万 | 1.15% | 7,091 | -22 | -0.3% | -$5,762 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $169.55万 | 1.05% | 9,294 | 1 | 0.0% | $182 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $145.72万 | 0.90% | 10,535 | 286 | 2.8% | $3.96万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $145.00万 | 0.90% | 2,427 | -605 | -20.0% | -$36.15万 | 减仓 |
| VV | VANGUARD INDEX FDS | $144.55万 | 0.89% | 4,837 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $91.75万 | 0.57% | 2,715 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $89.00万 | 0.55% | 35,960 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $88.78万 | 0.55% | 3,498 | 8 | 0.2% | $2,030 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $88.46万 | 0.55% | 1,360 | 0 | 0.0% | — | 不变 |
| CRS | CARPENTER TECHNOLOGY CORP | $85.45万 | 0.53% | 2,168 | 0 | 0.0% | — | 不变 |
| VGUS | VANGUARD INSTL INDEX FD | $79.23万 | 0.49% | 10,473 | 58 | 0.6% | $4,388 | 加仓 |
| IDEV | ISHARES TR | $78.95万 | 0.49% | 9,447 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $78.29万 | 0.48% | 3,759 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $70.61万 | 0.44% | 1,908 | -12 | -0.6% | -$4,441 | 减仓 |
| IVV | ISHARES TR | $70.20万 | 0.43% | 1,075 | -80 | -6.9% | -$5.22万 | 减仓 |
| VTES | VANGUARD WELLINGTON FD | $62.17万 | 0.38% | 6,147 | 16 | 0.3% | $1,618 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $52.53万 | 0.32% | 3,547 | 6 | 0.2% | $889 | 加仓 |
| VBR | VANGUARD INDEX FDS | $51.70万 | 0.32% | 2,380 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $43.92万 | 0.27% | 2,985 | 4 | 0.1% | $589 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $42.29万 | 0.26% | 1,252 | 9 | 0.7% | $3,040 | 加仓 |
| QQQ | INVESCO QQQ TR | $41.18万 | 0.25% | 714 | 23 | 3.3% | $1.33万 | 加仓 |
| IEFA | ISHARES TR | $40.19万 | 0.25% | 4,439 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $39.86万 | 0.25% | 5,308 | 3 | 0.1% | $225 | 加仓 |
| AGG | ISHARES TR | $39.48万 | 0.24% | 3,977 | -32 | -0.8% | -$3,177 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $34.14万 | 0.21% | 4,746 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $33.48万 | 0.21% | 1,627 | 2 | 0.1% | $412 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $30.41万 | 0.19% | 6,214 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $28.57万 | 0.18% | 3,040 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $28.43万 | 0.18% | 2,957 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $27.48万 | 0.17% | 958 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $27.00万 | 0.17% | 918 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $26.41万 | 0.16% | 9,065 | -2,365 | -20.7% | -$6.89万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $26.40万 | 0.16% | 551 | 2 | 0.4% | $958 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $25.87万 | 0.16% | 260 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $25.64万 | 0.16% | 1,034 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $23.43万 | 0.14% | 1,548 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR INDEX SHS FDS | $21.84万 | 0.13% | 4,785 | 0 | 0.0% | — | 不变 |
| SCHC | SCHWAB STRATEGIC TR | $21.49万 | 0.13% | 4,597 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $21.44万 | 0.13% | 884 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $20.67万 | 0.13% | 875 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $20.21万 | 0.12% | 946 | -122 | -11.4% | -$2.61万 | 减仓 |
| ADSK | AUTODESK INC | $0 | 0.00% | 0 | -793 | -100.0% | -$23.47万 | 清仓 |