13F 机构持仓

MEMBERS WEALTH LLC

MEDIA PA · SEC CIK 0002059574

2026Q22026Q1 更早 9 个季度 🔒
$1.82亿2026Q2 申报市值
120持仓数
49.9%前十大占比 · 第一大 15.2%
13 / 6新建仓 / 清仓
申报市值走势$1.82亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IVV 15.2%
FBND 7.2%
SPYG 5.2%
BND 5.1%
SPYV 5.0%
IBDV 2.8%
IBDU 2.6%
IBDT 2.5%
VO 2.2%
IWB 2.1%

2026Q2 买入最多 按季末市值估算

FBND 加仓+$110.55万
SGOV 加仓+$86.43万
JCPB 新建仓+$66.89万
BRK/B 加仓+$66.20万
BND 加仓+$59.30万

2026Q2 卖出最多 按季末市值估算

VO 减仓-$1,039.41万
VGT 减仓-$395.97万
VUG 减仓-$173.76万
SPYG 减仓-$104.96万
VCRB 清仓-$39.90万

2026Q2 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
NEAR ISHARES U S ETF TR $181.07万0.99%35,741 1,3744.0% $6.96万 加仓
XSMO INVESCO EXCHANGE TRADED FD T $183.88万1.01%19,639 2,59915.3% $24.33万 加仓
VOO VANGUARD INDEX FDS $192.80万1.06%2,807 -45-1.6% -$3.09万 减仓
SPHQ INVESCO EXCHANGE TRADED FD T $207.01万1.13%22,976 -446-1.9% -$4.02万 减仓
VIG VANGUARD SPECIALIZED FUNDS $210.81万1.16%8,909 -351-3.8% -$8.31万 减仓
IDEQ LAZARD ACTIVE ETF TR $218.90万1.20%62,418 -1,650-2.6% -$5.79万 减仓
GOOG ALPHABET INC $238.99万1.31%6,764 2664.1% $9.40万 加仓
NVDA NVIDIA CORPORATION $253.32万1.39%12,660 550.4% $1.10万 加仓
SPY STATE STR SPDR S&P 500 ETF T $253.97万1.39%3,401 80.2% $5,974 加仓
VTI VANGUARD INDEX FDS $277.80万1.52%7,507 1,07116.6% $39.63万 加仓
MSFT MICROSOFT CORP $280.80万1.54%7,528 -30-0.4% -$1.12万 减仓
IBDW ISHARES TR $314.55万1.72%150,935 12,0178.7% $25.04万 加仓
SGOV ISHARES TR $318.62万1.75%31,650 8,58537.2% $86.43万 加仓
AAPL APPLE INC $322.19万1.77%11,134 -404-3.5% -$11.69万 减仓
IEFA ISHARES TR $333.58万1.83%34,539 1,1893.6% $11.48万 加仓
IBDS ISHARES TR $370.08万2.03%152,799 14,81410.7% $35.88万 加仓
IWB ISHARES TR $388.91万2.13%9,497 1,06612.6% $43.65万 加仓
VO VANGUARD INDEX FDS $401.64万2.20%49,850 -129,006-72.1% -$1,039.41万 减仓
IBDT ISHARES TR $464.90万2.55%184,119 16,2109.7% $40.93万 加仓
IBDU ISHARES TR $468.40万2.57%202,246 18,47710.1% $42.79万 加仓
IBDV ISHARES TR $502.76万2.76%230,622 24,36411.8% $53.11万 加仓
SPYV SPDR SERIES TRUST $913.20万5.01%150,222 2,1531.5% $13.09万 加仓
BND VANGUARD BD INDEX FDS $928.64万5.09%126,500 8,0786.8% $59.30万 加仓
SPYG SPDR SERIES TRUST $950.74万5.21%79,901 -8,821-9.9% -$104.96万 减仓
FBND FIDELITY MERRIMACK STR TR $1,315.65万7.21%289,217 24,3029.2% $110.55万 加仓
IVV ISHARES TR $2,768.78万15.18%36,972 1790.5% $13.41万 加仓