MARS JEWETT FINANCIAL GROUP, INC.
BELLEVUE WA · SEC CIK 0002079098
$4.94亿2026Q2 申报市值
46持仓数
89.4%前十大占比 · 第一大 34.1%
10 / 1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
MGV 加仓+$5,045.59万
MGK 加仓+$4,771.76万
IXUS 加仓+$2,976.71万
VO 新建仓+$862.68万
AVSC 新建仓+$733.97万
2026Q2 卖出最多 按季末市值估算
JSMD 减仓-$1,859.84万
TCHP 减仓-$137.62万
MFSI 减仓-$43.32万
HONEYWELL INTL I 清仓-$31.05万
COST 减仓-$22.92万
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 |
|---|---|---|---|---|---|---|---|---|
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,374 | -100.0% | -$31.05万 | 清仓 |
| V | VISA INC | $20.14万 | 0.04% | 587 | 587 | — | $20.14万 | 新建仓 |
| BIL | SPDR SERIES TRUST | $20.53万 | 0.04% | 2,240 | 4 | 0.2% | $367 | 加仓 |
| VSGX | VANGUARD WORLD FD | $20.78万 | 0.04% | 2,524 | 2,524 | — | $20.78万 | 新建仓 |
| DFSI | DIMENSIONAL ETF TRUST | $20.79万 | 0.04% | 4,609 | 4,609 | — | $20.79万 | 新建仓 |
| WFC | WELLS FARGO & CO | $23.83万 | 0.05% | 2,883 | 2,883 | — | $23.83万 | 新建仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $24.75万 | 0.05% | 1,046 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $25.01万 | 0.05% | 3,503 | -11 | -0.3% | -$785 | 减仓 |
| AMGN | AMGEN INC | $25.05万 | 0.05% | 692 | 12 | 1.8% | $4,344 | 加仓 |
| META | META PLATFORMS INC | $28.82万 | 0.06% | 512 | 158 | 44.6% | $8.89万 | 加仓 |
| VNLA | JANUS DETROIT STR TR | $29.78万 | 0.06% | 6,094 | 6,094 | — | $29.78万 | 新建仓 |
| BAC | BANK OF AMER CORP | $31.76万 | 0.06% | 5,574 | 5,574 | — | $31.76万 | 新建仓 |
| CAT | CATERPILLAR INC | $33.69万 | 0.07% | 316 | 8 | 2.6% | $8,529 | 加仓 |
| GOOG | ALPHABET INC | $42.51万 | 0.09% | 1,203 | 51 | 4.4% | $1.80万 | 加仓 |
| PFE | PFIZER INC | $45.12万 | 0.09% | 18,737 | 94 | 0.5% | $2,264 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $50.63万 | 0.10% | 1,547 | 50 | 3.3% | $1.64万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $55.28万 | 0.11% | 3,498 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $62.96万 | 0.13% | 1,709 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $67.08万 | 0.14% | 1,877 | 132 | 7.6% | $4.72万 | 加仓 |
| IWD | ISHARES TR | $86.76万 | 0.18% | 3,579 | 7 | 0.2% | $1,697 | 加仓 |
| VTV | VANGUARD INDEX FDS | $94.91万 | 0.19% | 4,355 | 0 | 0.0% | — | 不变 |
| PECO | PHILLIPS EDISON & CO INC | $114.12万 | 0.23% | 27,419 | 198 | 0.7% | $8,241 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $120.59万 | 0.24% | 14,645 | 14,645 | — | $120.59万 | 新建仓 |
| DFSU | DIMENSIONAL ETF TRUST | $131.69万 | 0.27% | 28,241 | 28,241 | — | $131.69万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $141.63万 | 0.29% | 2,830 | 131 | 4.9% | $6.56万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $172.36万 | 0.35% | 6,787 | -139 | -2.0% | -$3.53万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $174.55万 | 0.35% | 2,337 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $186.71万 | 0.38% | 2,493 | 120 | 5.1% | $8.99万 | 加仓 |
| SBUX | STARBUCKS CORP | $190.08万 | 0.38% | 18,600 | -347 | -1.8% | -$3.55万 | 减仓 |
| MFSI | MFS ACTIVE EXCHANGE TRADED F | $219.53万 | 0.44% | 67,591 | -13,336 | -16.5% | -$43.32万 | 减仓 |
| MFSV | MFS ACTIVE EXCHANGE TRADED F | $227.58万 | 0.46% | 79,656 | -3,918 | -4.7% | -$11.19万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $239.98万 | 0.49% | 2,565 | -245 | -8.7% | -$22.92万 | 减仓 |
| TSLA | TESLA INC | $274.99万 | 0.56% | 6,538 | 19 | 0.3% | $7,991 | 加仓 |
| BA | BOEING CO | $353.58万 | 0.72% | 16,334 | 7 | 0.0% | $1,515 | 加仓 |
| NVDA | NVIDIA CORPORATION | $498.37万 | 1.01% | 24,907 | 1,266 | 5.4% | $25.33万 | 加仓 |
| AAPL | APPLE INC | $656.95万 | 1.33% | 22,704 | 2,242 | 11.0% | $64.87万 | 加仓 |
| AMZN | AMAZON COM INC | $702.63万 | 1.42% | 29,480 | 4,343 | 17.3% | $103.51万 | 加仓 |
| AVSC | AMERICAN CENTY ETF TR | $733.97万 | 1.49% | 100,078 | 100,078 | — | $733.97万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $862.68万 | 1.75% | 107,072 | 107,072 | — | $862.68万 | 新建仓 |
| TCHP | T ROWE PRICE EXCHANGE-TRADED | $1,831.09万 | 3.71% | 365,559 | -27,475 | -7.0% | -$137.62万 | 减仓 |
| JSMD | JANUS DETROIT STR TR | $1,997.11万 | 4.04% | 197,267 | -183,708 | -48.2% | -$1,859.84万 | 减仓 |
| MSFT | MICROSOFT CORP | $2,856.68万 | 5.78% | 76,583 | 749 | 1.0% | $27.94万 | 加仓 |
| IXUS | ISHARES TR | $3,061.91万 | 6.20% | 320,820 | 311,893 | 3,493.8% | $2,976.71万 | 加仓 |
| MGK | VANGUARD WORLD FD | $4,871.36万 | 9.86% | 554,130 | 542,800 | 4,790.8% | $4,771.76万 | 加仓 |
| MGV | VANGUARD WORLD FD | $5,137.62万 | 10.40% | 314,324 | 308,693 | 5,482.0% | $5,045.59万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $5,991.10万 | 12.13% | 1,626,249 | 36,429 | 2.3% | $134.20万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $1.68亿 | 34.10% | 3,259,597 | 141,690 | 4.5% | $732.40万 | 加仓 |