Marin Bay Wealth Advisors, LLC
SAN ANSELMO CA · SEC CIK 0002109834
$1.86亿2026Q2 申报市值
129持仓数
50.0%前十大占比 · 第一大 15.1%
11 / 12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
AMD 加仓+$55.53万
PVAL 新建仓+$43.18万
QUAL 新建仓+$28.64万
SPCX 新建仓+$27.42万
AVGO 加仓+$26.67万
2026Q2 卖出最多 按季末市值估算
SPY 减仓-$9,631.98万
IVV 减仓-$5,901.06万
IJS 减仓-$983.74万
BA 减仓-$590.91万
IWM 减仓-$500.09万
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 |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | $0 | 0.00% | 0 | -45,116 | -100.0% | -$289.10万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -12,159 | -100.0% | -$182.92万 | 清仓 |
| BSV | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -21,663 | -100.0% | -$169.86万 | 清仓 |
| TIP | ISHARES TR | $0 | 0.00% | 0 | -12,525 | -100.0% | -$138.23万 | 清仓 |
| LQD | ISHARES TR | $0 | 0.00% | 0 | -10,934 | -100.0% | -$119.17万 | 清仓 |
| IWF | ISHARES TR | $0 | 0.00% | 0 | -3,580 | -100.0% | -$38.15万 | 清仓 |
| FCN | FTI CONSULTING INC | $0 | 0.00% | 0 | -1,484 | -100.0% | -$26.23万 | 清仓 |
| SLV | ISHARES SILVER TR | $0 | 0.00% | 0 | -3,735 | -100.0% | -$25.45万 | 清仓 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | -9,379 | -100.0% | -$23.21万 | 清仓 |
| ALB | ALBEMARLE CORP | $0 | 0.00% | 0 | -1,762 | -100.0% | -$22.67万 | 清仓 |
| WCN | WASTE CONNECTIONS INC | $0 | 0.00% | 0 | -1,270 | -100.0% | -$20.63万 | 清仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -15,305 | -100.0% | -$17.12万 | 清仓 |
| REGL | PROSHARES TR | $20.52万 | 0.11% | 2,240 | 2,240 | — | $20.52万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $20.73万 | 0.11% | 1,637 | -1,117 | -40.6% | -$14.15万 | 减仓 |
| BLW | BLACKROCK LTD DURATION INCOM | $20.73万 | 0.11% | 16,599 | 399 | 2.5% | $4,984 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $21.06万 | 0.11% | 329 | 329 | — | $21.06万 | 新建仓 |
| APH | AMPHENOL CORP | $21.44万 | 0.12% | 1,216 | -349 | -22.3% | -$6.15万 | 重新持有 |
| VBR | VANGUARD INDEX FDS | $21.61万 | 0.12% | 889 | 889 | — | $21.61万 | 新建仓 |
| RKLB | ROCKET LAB CORP | $21.75万 | 0.12% | 2,140 | 2,140 | — | $21.75万 | 新建仓 |
| NTRS | NORTHERN TR CORP | $21.83万 | 0.12% | 1,256 | 1,256 | — | $21.83万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $22.39万 | 0.12% | 631 | 27 | 4.5% | $9,579 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $22.69万 | 0.12% | 462 | -42 | -8.3% | -$2.06万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $22.69万 | 0.12% | 721 | -1,232 | -63.1% | -$38.78万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $22.89万 | 0.12% | 846 | -1,046 | -55.3% | -$28.30万 | 减仓 |
| LSTR | LANDSTAR SYS INC | $22.94万 | 0.12% | 1,109 | 1,109 | — | $22.94万 | 新建仓 |
| SHEL | SHELL PLC | $23.01万 | 0.12% | 2,967 | -41 | -1.4% | -$3,179 | 减仓 |
| IWB | ISHARES TR | $23.75万 | 0.13% | 579 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $24.24万 | 0.13% | 1,886 | -76 | -3.9% | -$9,767 | 减仓 |
| NEU | NEWMARKET CORP | $24.86万 | 0.13% | 314 | 1 | 0.3% | $792 | 加仓 |
| NOW | SERVICENOW INC | $25.10万 | 0.13% | 2,528 | 2,528 | — | $25.10万 | 新建仓 |
| RBC | RBC BEARINGS INC | $25.44万 | 0.14% | 395 | -7 | -1.7% | -$4,508 | 减仓 |
| COWZ | PACER FDS TR | $25.57万 | 0.14% | 4,111 | 213 | 5.5% | $1.33万 | 加仓 |
| GLW | CORNING INC | $26.16万 | 0.14% | 1,024 | 1,024 | — | $26.16万 | 新建仓 |
| QCOM | QUALCOMM INC | $26.34万 | 0.14% | 1,425 | -634 | -30.8% | -$11.72万 | 重新持有 |
| MCK | MCKESSON CORP | $26.71万 | 0.14% | 353 | 3 | 0.9% | $2,270 | 加仓 |
| BA | BOEING CO | $27.00万 | 0.15% | 1,247 | -27,287 | -95.6% | -$590.91万 | 减仓 |
| TTC | TORO CO | $27.19万 | 0.15% | 2,790 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EXPLORATION TECHN CORP | $27.42万 | 0.15% | 1,605 | 1,605 | — | $27.42万 | 新建仓 |
| PRI | PRIMERICA INC | $27.71万 | 0.15% | 975 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP NEW | $28.09万 | 0.15% | 2,445 | 31 | 1.3% | $3,561 | 加仓 |
| QUAL | ISHARES TR | $28.64万 | 0.15% | 1,305 | 1,305 | — | $28.64万 | 新建仓 |
| MTUM | ISHARES TR | $29.04万 | 0.16% | 847 | 1 | 0.1% | $343 | 加仓 |
| LOW | LOWES COS INC | $29.11万 | 0.16% | 1,320 | 22 | 1.7% | $4,852 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $29.69万 | 0.16% | 389 | -222 | -36.3% | -$16.94万 | 重新持有 |
| GOLF | ACUSHNET HLDGS CORP | $29.70万 | 0.16% | 2,506 | 0 | 0.0% | — | 不变 |
| FHB | FIRST HAWAIIAN INC | $30.58万 | 0.16% | 10,436 | 27 | 0.3% | $791 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $30.87万 | 0.17% | 1,148 | 22 | 2.0% | $5,915 | 加仓 |
| VGT | VANGUARD WORLD FD | $31.15万 | 0.17% | 2,606 | -98 | -3.6% | -$1.17万 | 减仓 |
| VO | VANGUARD INDEX FDS | $31.88万 | 0.17% | 3,956 | 4 | 0.1% | $322 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $32.15万 | 0.17% | 631 | -4 | -0.6% | -$2,038 | 减仓 |
| GTY | GETTY RLTY CORP NEW | $33.54万 | 0.18% | 10,055 | 0 | 0.0% | — | 不变 |
| WTS | WATTS WATER TECHNOLOGIES INC | $33.63万 | 0.18% | 859 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $34.26万 | 0.18% | 824 | -1,063 | -56.3% | -$44.19万 | 减仓 |
| IJT | ISHARES TR | $35.12万 | 0.19% | 1,966 | -1 | -0.1% | -$179 | 减仓 |
| SSD | SIMPSON MFG INC | $35.17万 | 0.19% | 1,680 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $35.25万 | 0.19% | 3,021 | -378 | -11.1% | -$4.41万 | 减仓 |
| ETN | EATON CORP PLC | $35.50万 | 0.19% | 833 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $35.50万 | 0.19% | 2,480 | 297 | 13.6% | $4.25万 | 加仓 |
| WM | WASTE MGMT INC DEL | $36.18万 | 0.19% | 1,623 | -1,227 | -43.1% | -$27.35万 | 减仓 |
| BX | BLACKSTONE INC | $36.64万 | 0.20% | 3,114 | 75 | 2.5% | $8,826 | 加仓 |
| PG | PROCTER & GAMBLE CO | $38.40万 | 0.21% | 2,618 | -1,296 | -33.1% | -$19.01万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $38.77万 | 0.21% | 2,470 | 9 | 0.4% | $1,413 | 加仓 |
| BLK | BLACKROCK INC | $38.80万 | 0.21% | 403 | 3 | 0.8% | $2,889 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $39.07万 | 0.21% | 2,050 | 3 | 0.1% | $572 | 加仓 |
| IWP | ISHARES TR | $41.14万 | 0.22% | 2,810 | 1 | 0.0% | $146 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $42.07万 | 0.23% | 825 | 3 | 0.4% | $1,530 | 加仓 |
| FAST | FASTENAL CO | $42.26万 | 0.23% | 8,798 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $42.41万 | 0.23% | 2,894 | -202 | -6.5% | -$2.96万 | 减仓 |
| PVAL | PUTNAM ETF TRUST | $43.18万 | 0.23% | 8,474 | 8,474 | — | $43.18万 | 新建仓 |
| LLY | ELI LILLY & CO | $43.50万 | 0.23% | 362 | 56 | 18.3% | $6.73万 | 加仓 |
| KO | COCA COLA CO | $44.75万 | 0.24% | 5,506 | -813 | -12.9% | -$6.61万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $44.87万 | 0.24% | 5,112 | -735 | -12.6% | -$6.45万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $44.95万 | 0.24% | 654 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $47.14万 | 0.25% | 1,622 | -573 | -26.1% | -$16.65万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $47.72万 | 0.26% | 11,271 | -1,092 | -8.8% | -$4.62万 | 减仓 |
| PEP | PEPSICO INC | $49.30万 | 0.27% | 3,641 | -93 | -2.5% | -$1.26万 | 减仓 |
| AMAT | APPLIED MATLS INC | $49.39万 | 0.27% | 683 | -74 | -9.8% | -$5.35万 | 减仓 |
| XAR | SPDR SERIES TRUST | $52.67万 | 0.28% | 1,855 | -1 | -0.1% | -$284 | 减仓 |
| VPU | VANGUARD WORLD FD | $52.76万 | 0.28% | 2,695 | 16 | 0.6% | $3,132 | 加仓 |
| IWM | ISHARES TR | $53.07万 | 0.29% | 1,766 | -16,642 | -90.4% | -$500.09万 | 减仓 |
| IXN | ISHARES TR | $53.50万 | 0.29% | 3,702 | 4 | 0.1% | $578 | 加仓 |
| PSX | PHILLIPS 66 | $53.60万 | 0.29% | 3,170 | -105 | -3.2% | -$1.78万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $53.75万 | 0.29% | 11,854 | 14 | 0.1% | $635 | 加仓 |
| MCD | MCDONALDS CORP | $57.16万 | 0.31% | 2,114 | 151 | 7.7% | $4.08万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $57.55万 | 0.31% | 2,266 | -1,085 | -32.4% | -$27.56万 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $58.34万 | 0.31% | 695 | -181 | -20.7% | -$15.19万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $58.46万 | 0.31% | 3,441 | 49 | 1.4% | $8,324 | 加仓 |
| WMT | WALMART INC | $61.73万 | 0.33% | 5,449 | -1,202 | -18.1% | -$13.62万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $63.25万 | 0.34% | 646 | -33 | -4.9% | -$3.23万 | 减仓 |
| HD | HOME DEPOT INC | $67.32万 | 0.36% | 1,908 | -899 | -32.0% | -$31.72万 | 减仓 |
| VLO | VALERO ENERGY CORP | $69.74万 | 0.37% | 2,677 | -776 | -22.5% | -$20.22万 | 减仓 |
| GEV | GE VERNOVA INC | $70.03万 | 0.38% | 596 | 6 | 1.0% | $7,050 | 加仓 |
| ABBV | ABBVIE INC | $70.55万 | 0.38% | 2,803 | 14 | 0.5% | $3,524 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $72.87万 | 0.39% | 720 | 20 | 2.9% | $2.02万 | 加仓 |
| MGV | VANGUARD WORLD FD | $73.68万 | 0.40% | 4,507 | 10 | 0.2% | $1,635 | 加仓 |
| CSCO | CISCO SYS INC | $75.74万 | 0.41% | 6,448 | -479 | -6.9% | -$5.63万 | 减仓 |
| NFLX | NETFLIX INC. | $79.03万 | 0.42% | 11,068 | -1,062 | -8.8% | -$7.58万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $82.89万 | 0.45% | 10,213 | 10 | 0.1% | $812 | 加仓 |
| MATX | MATSON INC | $87.54万 | 0.47% | 4,553 | 4 | 0.1% | $769 | 加仓 |
| IJH | ISHARES TR | $92.36万 | 0.50% | 11,977 | -2,603 | -17.9% | -$20.07万 | 减仓 |