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 |
|---|---|---|---|---|---|---|---|---|
| IJH | ISHARES TR | $98.46万 | 0.30% | 14,580 | 91 | 0.6% | $6,145 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $99.84万 | 0.31% | 6,025 | 6,025 | — | $99.84万 | 新建仓 |
| RTX | RTX CORPORATION | $106.22万 | 0.33% | 5,506 | -312 | -5.4% | -$6.02万 | 减仓 |
| NFLX | NETFLIX INC. | $109.59万 | 0.34% | 12,130 | 3,902 | 47.4% | $35.25万 | 加仓 |
| MGK | VANGUARD WORLD FD | $110.44万 | 0.34% | 3,006 | 3,006 | — | $110.44万 | 新建仓 |
| IEFA | ISHARES TR | $114.17万 | 0.35% | 12,611 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $116.57万 | 0.36% | 2,669 | 2 | 0.1% | $873 | 加仓 |
| LQD | ISHARES TR | $119.17万 | 0.37% | 10,934 | 10,934 | — | $119.17万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $123.83万 | 0.38% | 4,429 | 1,667 | 60.4% | $46.61万 | 加仓 |
| TIP | ISHARES TR | $138.23万 | 0.42% | 12,525 | 12,525 | — | $138.23万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $147.27万 | 0.45% | 5,877 | -52 | -0.9% | -$1.30万 | 减仓 |
| WFC | WELLS FARGO & CO | $167.21万 | 0.51% | 21,003 | -1,791 | -7.9% | -$14.26万 | 减仓 |
| TSLA | TESLA INC | $169.22万 | 0.52% | 4,552 | -808 | -15.1% | -$30.04万 | 减仓 |
| GOOG | ALPHABET INC | $169.74万 | 0.52% | 7,061 | 997 | 16.4% | $23.97万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $169.86万 | 0.52% | 21,663 | 21,663 | — | $169.86万 | 新建仓 |
| — | EXXON MOBIL CORP | $182.92万 | 0.56% | 12,159 | -1,419 | -10.5% | -$21.35万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $208.11万 | 0.64% | 3,489 | 1,264 | 56.8% | $75.39万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $217.68万 | 0.67% | 11,812 | -175 | -1.5% | -$3.23万 | 减仓 |
| GOOGL | ALPHABET INC | $218.09万 | 0.67% | 7,584 | 102 | 1.4% | $2.93万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $218.68万 | 0.67% | 3,546 | -4 | -0.1% | -$2,467 | 减仓 |
| V | VISA INC | $221.38万 | 0.68% | 7,324 | -212 | -2.8% | -$6.41万 | 减仓 |
| AVGO | BROADCOM INC | $246.01万 | 0.75% | 7,948 | 127 | 1.6% | $3.93万 | 加仓 |
| META | META PLATFORMS INC | $251.39万 | 0.77% | 5,411 | -232 | -4.1% | -$10.78万 | 减仓 |
| IJR | ISHARES TR | $252.32万 | 0.77% | 20,298 | -1,026 | -4.8% | -$12.75万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $274.11万 | 0.84% | 6,789 | 291 | 4.5% | $11.75万 | 加仓 |
| MSFT | MICROSOFT CORP | $278.64万 | 0.86% | 8,913 | 205 | 2.4% | $6.41万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $289.10万 | 0.89% | 45,116 | 45,116 | — | $289.10万 | 新建仓 |
| IVE | ISHARES TR | $307.41万 | 0.94% | 14,559 | -110 | -0.7% | -$2.32万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $350.93万 | 1.08% | 13,399 | 1,420 | 11.9% | $37.19万 | 加仓 |
| IWM | ISHARES TR | $456.52万 | 1.40% | 18,408 | 16,639 | 940.6% | $412.65万 | 加仓 |
| AMZN | AMAZON COM INC | $473.00万 | 1.45% | 24,722 | 883 | 3.7% | $16.89万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $550.25万 | 1.69% | 32,209 | -1,870 | -5.5% | -$31.95万 | 减仓 |
| BA | BOEING CO | $567.91万 | 1.74% | 28,534 | 26,724 | 1,476.5% | $531.89万 | 加仓 |
| GLD | SPDR GOLD TR | $711.87万 | 2.18% | 16,544 | -805 | -4.6% | -$34.64万 | 减仓 |
| QQQ | INVESCO QQQ TR | $776.44万 | 2.38% | 13,452 | -2,165 | -13.9% | -$124.96万 | 减仓 |
| CVX | CHEVRON CORPORATION | $804.11万 | 2.47% | 39,865 | 4,231 | 11.9% | $85.34万 | 加仓 |
| AAPL | APPLE INC | $903.68万 | 2.77% | 37,038 | -5,139 | -12.2% | -$125.38万 | 减仓 |
| IJS | ISHARES TR | $968.55万 | 2.97% | 81,769 | 81,769 | — | $968.55万 | 新建仓 |
| OEF | ISHARES TR | $2,432.80万 | 7.47% | 76,486 | -1,637 | -2.1% | -$52.07万 | 减仓 |
| IVV | ISHARES TR | $6,076.81万 | 18.65% | 93,030 | 77,696 | 506.7% | $5,075.18万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $8,903.42万 | 27.32% | 136,904 | 127,212 | 1,312.5% | $8,273.11万 | 加仓 |