Three Magnolias Financial Advisors, LLC
WINSTON-SALEM NC · SEC CIK 0002056795
$1.57亿2026Q1 申报市值
103持仓数
52.1%前十大占比 · 第一大 8.8%
7 / 6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
JAAA 加仓+$80.19万
AAPL 加仓+$69.79万
IVV 加仓+$68.73万
JEPQ 加仓+$59.03万
VNLA 加仓+$55.18万
2026Q1 卖出最多 按季末市值估算
CWB 减仓-$31.20万
IBIT 清仓-$25.57万
GBTC 清仓-$23.00万
IUSG 清仓-$22.05万
VUG 减仓-$21.27万
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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $435.56万 | 2.77% | 24,975 | -985 | -3.8% | -$17.18万 | 减仓 |
| QQQ | INVESCO QQQ TR | $445.77万 | 2.84% | 7,723 | -287 | -3.6% | -$16.57万 | 减仓 |
| AAPL | APPLE INC | $463.32万 | 2.95% | 18,256 | 2,750 | 17.7% | $69.79万 | 加仓 |
| JSMD | JANUS DETROIT STR TR | $476.04万 | 3.03% | 59,993 | 2,930 | 5.1% | $23.25万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $488.02万 | 3.11% | 86,101 | 4,668 | 5.7% | $26.46万 | 加仓 |
| GQI | NATIXIS ETF TR | $515.21万 | 3.28% | 93,934 | 3,431 | 3.8% | $18.82万 | 加仓 |
| OAKM | HARRIS OAKMARK ETF TRUST | $558.64万 | 3.55% | 202,663 | 4,921 | 2.5% | $13.56万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $596.82万 | 3.80% | 118,488 | 15,921 | 15.5% | $80.19万 | 加仓 |
| QUAL | ISHARES TR | $938.70万 | 5.97% | 48,939 | 887 | 1.8% | $17.01万 | 加仓 |
| VNLA | JANUS DETROIT STR TR | $1,053.03万 | 6.70% | 215,519 | 11,293 | 5.5% | $55.18万 | 加仓 |
| DGRW | WISDOMTREE TR | $1,082.55万 | 6.89% | 123,241 | -958 | -0.8% | -$8.42万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $1,096.85万 | 6.98% | 197,560 | 10,633 | 5.7% | $59.03万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,379.30万 | 8.78% | 473,498 | 6,545 | 1.4% | $19.07万 | 加仓 |