MARS JEWETT FINANCIAL GROUP, INC.
BELLEVUE WA · SEC CIK 0002079098
$3.16亿2026Q1 申报市值
37持仓数
92.2%前十大占比 · 第一大 44.6%
2 / 4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
DFAU 加仓+$87.12万
MSFT 加仓+$83.62万
MGK 新建仓+$83.28万
MGV 新建仓+$81.62万
IXUS 加仓+$45.69万
2026Q1 卖出最多 按季末市值估算
VOO 清仓-$67.36万
FIDELITY MERRIMA 清仓-$65.31万
DFAX 减仓-$55.72万
VXUS 清仓-$34.23万
HAL 清仓-$24.55万
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 |
|---|---|---|---|---|---|---|---|---|
| DFAU | DIMENSIONAL ETF TRUST | $1.41亿 | 44.57% | 3,117,907 | 19,309 | 0.6% | $87.12万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $5,400.62万 | 17.11% | 1,589,820 | -16,404 | -1.0% | -$55.72万 | 减仓 |
| JSMD | JANUS DETROIT STR TR | $3,023.03万 | 9.58% | 380,975 | 872 | 0.2% | $6.92万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,807.14万 | 8.89% | 75,834 | 2,259 | 3.1% | $83.62万 | 加仓 |
| TCHP | T ROWE PRICE ETF INC | $1,736.43万 | 5.50% | 393,034 | 2,447 | 0.6% | $10.81万 | 加仓 |
| AMZN | AMAZON COM INC | $523.53万 | 1.66% | 25,137 | -254 | -1.0% | -$5.29万 | 减仓 |
| AAPL | APPLE INC | $519.31万 | 1.65% | 20,462 | -440 | -2.1% | -$11.17万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $412.31万 | 1.31% | 23,641 | 230 | 1.0% | $4.01万 | 加仓 |
| BA | BOEING CO | $324.95万 | 1.03% | 16,327 | 6 | 0.0% | $1,194 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $279.96万 | 0.89% | 2,810 | 417 | 17.4% | $41.55万 | 加仓 |
| TSLA | TESLA INC | $242.34万 | 0.77% | 6,519 | -140 | -2.1% | -$5.20万 | 减仓 |
| MFSI | MFS ACTIVE EXCHANGE TRADED F | $240.52万 | 0.76% | 80,927 | 1,693 | 2.1% | $5.03万 | 加仓 |
| MFSV | MFS ACTIVE EXCHANGE TRADED F | $223.39万 | 0.71% | 83,574 | 1,690 | 2.1% | $4.52万 | 加仓 |
| SBUX | STARBUCKS CORP | $169.75万 | 0.54% | 18,947 | 24 | 0.1% | $2,150 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $169.30万 | 0.54% | 6,926 | 35 | 0.5% | $8,556 | 加仓 |
| IVV | ISHARES TR | $155.03万 | 0.49% | 2,373 | 6 | 0.3% | $3,920 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $151.99万 | 0.48% | 2,337 | 50 | 2.2% | $3.25万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $129.35万 | 0.41% | 2,699 | -9 | -0.3% | -$4,313 | 减仓 |
| PECO | PHILLIPS EDISON & CO INC | $101.86万 | 0.32% | 27,221 | 398 | 1.5% | $1.49万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $85.45万 | 0.27% | 4,355 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD WORLD FD | $83.28万 | 0.26% | 2,266 | 2,266 | — | $83.28万 | 新建仓 |
| MGV | VANGUARD WORLD FD | $81.62万 | 0.26% | 5,631 | 5,631 | — | $81.62万 | 新建仓 |
| IXUS | ISHARES TR | $77.34万 | 0.25% | 8,927 | 5,274 | 144.4% | $45.69万 | 加仓 |
| IWD | ISHARES TR | $76.33万 | 0.24% | 3,572 | 7 | 0.2% | $1,496 | 加仓 |
| GLD | SPDR GOLD TR | $73.54万 | 0.23% | 1,709 | -128 | -7.0% | -$5.51万 | 减仓 |
| PFE | PFIZER INC | $52.35万 | 0.17% | 18,643 | 17 | 0.1% | $477 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $51.81万 | 0.16% | 3,498 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $50.17万 | 0.16% | 1,745 | -89 | -4.9% | -$2.56万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $44.05万 | 0.14% | 1,497 | -24 | -1.6% | -$7,062 | 减仓 |
| NFLX | NETFLIX INC. | $33.78万 | 0.11% | 3,514 | 30 | 0.9% | $2,884 | 加仓 |
| GOOG | ALPHABET INC | $33.04万 | 0.10% | 1,152 | -97 | -7.8% | -$2.78万 | 减仓 |
| — | HONEYWELL INTL INC | $31.05万 | 0.10% | 1,374 | 7 | 0.5% | $1,582 | 加仓 |
| AMGN | AMGEN INC | $23.93万 | 0.08% | 680 | 3 | 0.4% | $1,056 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $22.50万 | 0.07% | 1,046 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $21.85万 | 0.07% | 308 | 0 | 0.0% | — | 不变 |
| BIL | SPDR SERIES TRUST | $20.49万 | 0.06% | 2,236 | 1 | 0.0% | $92 | 加仓 |
| META | META PLATFORMS INC | $20.26万 | 0.06% | 354 | -5 | -1.4% | -$2,862 | 减仓 |
| VOO | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -1,059 | -100.0% | -$67.36万 | 清仓 |
| — | FIDELITY MERRIMACK STR TR | $0 | 0.00% | 0 | -12,868 | -100.0% | -$65.31万 | 清仓 |
| VXUS | VANGUARD STAR FDS | $0 | 0.00% | 0 | -4,125 | -100.0% | -$34.23万 | 清仓 |
| HAL | HALLIBURTON CO | $0 | 0.00% | 0 | -7,008 | -100.0% | -$24.55万 | 清仓 |