Marin Bay Wealth Advisors, LLC
SAN ANSELMO CA · SEC CIK 0002109834
$3.26亿2026Q1 申报市值
127持仓数
69.6%前十大占比 · 第一大 27.3%
21 / 11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
SPY 加仓+$8,273.11万
IVV 加仓+$5,075.18万
IJS 新建仓+$968.55万
BA 加仓+$531.89万
IWM 加仓+$412.65万
2026Q1 卖出最多 按季末市值估算
AAPL 减仓-$125.38万
QQQ 减仓-$124.96万
IWP 减仓-$65.17万
OEF 减仓-$52.07万
IBIT 清仓-$43.83万
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 |
|---|---|---|---|---|---|---|---|---|
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -8,827 | -100.0% | -$43.83万 | 清仓 |
| RDDT | REDDIT INC | $0 | 0.00% | 0 | -1,606 | -100.0% | -$36.92万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HOOD | ROBINHOOD MKTS INC | $0 | 0.00% | 0 | -2,902 | -100.0% | -$32.82万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -1,178 | -100.0% | -$31.61万 | 清仓 |
| LDOS | LEIDOS HOLDINGS INC | $0 | 0.00% | 0 | -1,634 | -100.0% | -$29.47万 | 清仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -997 | -100.0% | -$26.42万 | 清仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | -876 | -100.0% | -$22.53万 | 清仓 |
| APH | AMPHENOL CORP NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NVO | NOVO-NORDISK A S | $0 | 0.00% | 0 | -4,110 | -100.0% | -$20.91万 | 清仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $0 | 0.00% | 0 | -2,256 | -100.0% | -$20.58万 | 清仓 |
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | -300 | -100.0% | -$20.21万 | 清仓 |
| — | CANAAN INC | $0 | 0.00% | 0 | -19,000 | -100.0% | -$1.31万 | 清仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $17.12万 | 0.05% | 15,305 | 15,305 | — | $17.12万 | 新建仓 |
| NEU | NEWMARKET CORP | $20.08万 | 0.06% | 313 | -71 | -18.5% | -$4.55万 | 减仓 |
| MTUM | ISHARES TR | $20.31万 | 0.06% | 846 | 846 | — | $20.31万 | 新建仓 |
| BLW | BLACKROCK LTD DURATION INCOM | $20.40万 | 0.06% | 16,200 | 16,200 | — | $20.40万 | 新建仓 |
| WCN | WASTE CONNECTIONS INC | $20.63万 | 0.06% | 1,270 | 25 | 2.0% | $4,061 | 加仓 |
| IWB | ISHARES TR | $20.65万 | 0.06% | 579 | -134 | -18.8% | -$4.78万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $20.73万 | 0.06% | 604 | 604 | — | $20.73万 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP | $20.77万 | 0.06% | 1,953 | 1,248 | 177.0% | $13.27万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $20.96万 | 0.06% | 2,754 | 928 | 50.8% | $7.06万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $21.00万 | 0.06% | 504 | -18 | -3.4% | -$7,501 | 减仓 |
| RBC | RBC BEARINGS INC | $21.83万 | 0.07% | 402 | 402 | — | $21.83万 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC | $22.05万 | 0.07% | 1,892 | 1,053 | 125.5% | $12.27万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $22.54万 | 0.07% | 1,887 | 549 | 41.0% | $6.56万 | 加仓 |
| ALB | ALBEMARLE CORP | $22.67万 | 0.07% | 1,762 | 1,762 | — | $22.67万 | 新建仓 |
| PFE | PFIZER INC | $23.21万 | 0.07% | 9,379 | 1,238 | 15.2% | $3.06万 | 加仓 |
| GOLF | ACUSHNET HLDGS CORP | $23.43万 | 0.07% | 2,506 | -58 | -2.3% | -$5,422 | 减仓 |
| VGT | VANGUARD WORLD FD | $23.58万 | 0.07% | 338 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $23.60万 | 0.07% | 1,962 | -282 | -12.6% | -$3.39万 | 减仓 |
| COWZ | PACER FDS TR | $24.39万 | 0.07% | 3,898 | 3,898 | — | $24.39万 | 新建仓 |
| PRI | PRIMERICA INC | $24.42万 | 0.07% | 975 | -292 | -23.0% | -$7.31万 | 减仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $24.94万 | 0.08% | 859 | -15 | -1.7% | -$4,354 | 减仓 |
| SLV | ISHARES SILVER TR | $25.45万 | 0.08% | 3,735 | 3,735 | — | $25.45万 | 新建仓 |
| FHB | FIRST HAWAIIAN INC | $25.65万 | 0.08% | 10,409 | 29 | 0.3% | $715 | 加仓 |
| AMAT | APPLIED MATLS INC | $25.88万 | 0.08% | 757 | -26 | -3.3% | -$8,887 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $25.95万 | 0.08% | 1,126 | 97 | 9.4% | $2.24万 | 加仓 |
| TTC | TORO CO | $26.07万 | 0.08% | 2,790 | -51 | -1.8% | -$4,766 | 减仓 |
| FCN | FTI CONSULTING INC | $26.23万 | 0.08% | 1,484 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP NEW | $27.12万 | 0.08% | 2,414 | -119 | -4.7% | -$1.34万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $27.20万 | 0.08% | 2,047 | 191 | 10.3% | $2.54万 | 加仓 |
| SHEL | SHELL PLC | $27.97万 | 0.09% | 3,008 | 119 | 4.1% | $1.11万 | 加仓 |
| LLY | ELI LILLY & CO | $28.18万 | 0.09% | 306 | -15 | -4.7% | -$1.38万 | 减仓 |
| VO | VANGUARD INDEX FDS | $28.37万 | 0.09% | 988 | 1 | 0.1% | $287 | 加仓 |
| IJT | ISHARES TR | $28.46万 | 0.09% | 1,967 | 1,967 | — | $28.46万 | 新建仓 |
| EMR | EMERSON ELEC CO | $28.61万 | 0.09% | 2,183 | 7 | 0.3% | $917 | 加仓 |
| SSD | SIMPSON MFG INC | $28.83万 | 0.09% | 1,680 | -59 | -3.4% | -$1.01万 | 减仓 |
| ETN | EATON CORP PLC | $29.79万 | 0.09% | 833 | -115 | -12.1% | -$4.11万 | 减仓 |
| MCK | MCKESSON CORP | $30.31万 | 0.09% | 350 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $30.68万 | 0.09% | 1,298 | 1 | 0.1% | $236 | 加仓 |
| GTY | GETTY RLTY CORP NEW | $31.97万 | 0.10% | 10,055 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $33.01万 | 0.10% | 2,850 | 1,460 | 105.0% | $16.91万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $33.81万 | 0.10% | 1,662 | 241 | 17.0% | $4.90万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $34.05万 | 0.10% | 2,461 | 2,461 | — | $34.05万 | 新建仓 |
| BX | BLACKSTONE INC | $34.95万 | 0.11% | 3,039 | 4 | 0.1% | $460 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $35.68万 | 0.11% | 876 | 81 | 10.2% | $3.30万 | 加仓 |
| IWP | ISHARES TR | $35.98万 | 0.11% | 2,809 | -5,087 | -64.4% | -$65.17万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $36.57万 | 0.11% | 3,914 | 1,210 | 44.7% | $11.31万 | 加仓 |
| IXN | ISHARES TR | $36.97万 | 0.11% | 3,698 | 3,698 | — | $36.97万 | 新建仓 |
| IWF | ISHARES TR | $38.15万 | 0.12% | 895 | 1 | 0.1% | $426 | 加仓 |
| BLK | BLACKROCK INC | $38.44万 | 0.12% | 400 | -15 | -3.6% | -$1.44万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $39.11万 | 0.12% | 654 | 299 | 84.2% | $17.88万 | 加仓 |
| KO | COCA COLA CO | $39.41万 | 0.12% | 6,319 | 1,103 | 21.1% | $6.88万 | 加仓 |
| FAST | FASTENAL CO | $40.82万 | 0.13% | 8,798 | -96 | -1.1% | -$4,454 | 减仓 |
| ANET | ARISTA NETWORKS INC | $41.65万 | 0.13% | 3,392 | -614 | -15.3% | -$7.54万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $42.76万 | 0.13% | 5,847 | 1,052 | 21.9% | $7.69万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $43.00万 | 0.13% | 4,144 | 338 | 8.9% | $3.51万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $43.33万 | 0.13% | 635 | 1 | 0.2% | $682 | 加仓 |
| ORCL | ORACLE CORP | $45.55万 | 0.14% | 3,096 | -248 | -7.4% | -$3.65万 | 减仓 |
| XAR | SPDR SERIES TRUST | $47.13万 | 0.14% | 1,856 | 1,856 | — | $47.13万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $49.67万 | 0.15% | 822 | 4 | 0.5% | $2,417 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $49.72万 | 0.15% | 3,399 | -814 | -19.3% | -$11.91万 | 减仓 |
| GEV | GE VERNOVA INC | $51.50万 | 0.16% | 590 | 109 | 22.7% | $9.52万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $52.70万 | 0.16% | 1,560 | 1,560 | — | $52.70万 | 新建仓 |
| VPU | VANGUARD WORLD FD | $53.08万 | 0.16% | 2,679 | 10 | 0.4% | $1,981 | 加仓 |
| CSCO | CISCO SYS INC | $53.75万 | 0.16% | 6,927 | -446 | -6.0% | -$3.46万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $54.34万 | 0.17% | 11,840 | 85 | 0.7% | $3,901 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $56.01万 | 0.17% | 2,195 | 541 | 32.7% | $13.81万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $56.02万 | 0.17% | 3,351 | 815 | 32.1% | $13.62万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $56.68万 | 0.17% | 12,363 | 4,284 | 53.0% | $19.64万 | 加仓 |
| HD | HOME DEPOT INC | $56.73万 | 0.17% | 2,807 | 986 | 54.1% | $19.93万 | 加仓 |
| PEP | PEPSICO INC | $57.99万 | 0.18% | 3,734 | -399 | -9.7% | -$6.20万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $59.22万 | 0.18% | 700 | 108 | 18.2% | $9.14万 | 加仓 |
| PSX | PHILLIPS 66 | $59.66万 | 0.18% | 3,275 | -136 | -4.0% | -$2.48万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $60.26万 | 0.18% | 2,820 | -143 | -4.8% | -$3.06万 | 减仓 |
| ABBV | ABBVIE INC | $60.67万 | 0.19% | 2,789 | -284 | -9.2% | -$6.18万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $60.75万 | 0.19% | 679 | -95 | -12.3% | -$8.50万 | 减仓 |
| MCD | MCDONALDS CORP | $61.01万 | 0.19% | 1,963 | 4 | 0.2% | $1,243 | 加仓 |
| MGV | VANGUARD WORLD FD | $65.18万 | 0.20% | 4,497 | 4,497 | — | $65.18万 | 新建仓 |
| VLO | VALERO ENERGY CORP | $66.74万 | 0.20% | 3,453 | 766 | 28.5% | $14.80万 | 加仓 |
| WMT | WALMART INC | $67.06万 | 0.21% | 6,651 | 1,269 | 23.6% | $12.79万 | 加仓 |
| MATX | MATSON INC | $74.57万 | 0.23% | 4,549 | -1,260 | -21.7% | -$20.66万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $77.85万 | 0.24% | 4,856 | -714 | -12.8% | -$11.45万 | 减仓 |
| BAC | BANK AMERICA CORP | $79.40万 | 0.24% | 16,288 | -2,259 | -12.2% | -$11.01万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $82.59万 | 0.25% | 10,203 | 11 | 0.1% | $890 | 加仓 |
| EME | EMCOR GROUP INC | $84.36万 | 0.26% | 1,143 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $86.37万 | 0.27% | 1,219 | -48 | -3.8% | -$3.40万 | 减仓 |
| ASML | ASML HLDG NV | $89.16万 | 0.27% | 675 | -47 | -6.5% | -$6.21万 | 减仓 |