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 |
|---|---|---|---|---|---|---|---|---|
| EME | EMCOR GROUP INC | $94.82万 | 0.51% | 1,142 | -1 | -0.1% | -$830 | 减仓 |
| BAC | BANK OF AMER CORP | $96.35万 | 0.52% | 16,909 | 621 | 3.8% | $3.54万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $105.59万 | 0.57% | 5,977 | -48 | -0.8% | -$8,480 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $107.02万 | 0.58% | 3,875 | -269 | -6.5% | -$7.43万 | 减仓 |
| RTX | RTX CORPORATION | $108.22万 | 0.58% | 5,704 | 198 | 3.6% | $3.76万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $120.36万 | 0.65% | 2,777 | -43 | -1.5% | -$1.86万 | 减仓 |
| CAT | CATERPILLAR INC | $121.98万 | 0.66% | 1,145 | -74 | -6.1% | -$7.88万 | 减仓 |
| IEFA | ISHARES TR | $122.70万 | 0.66% | 12,704 | 93 | 0.7% | $8,982 | 加仓 |
| MGK | VANGUARD WORLD FD | $123.64万 | 0.66% | 14,064 | -966 | -6.4% | -$8.49万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $129.43万 | 0.70% | 2,519 | -1,910 | -43.1% | -$98.14万 | 减仓 |
| ASML | ASML HLDG NV | $132.89万 | 0.71% | 668 | -7 | -1.0% | -$1.39万 | 减仓 |
| IJS | ISHARES TR | $133.92万 | 0.72% | 9,798 | -71,971 | -88.0% | -$983.74万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $136.46万 | 0.73% | 15,841 | -173 | -1.1% | -$1.49万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $149.94万 | 0.81% | 1,299 | -261 | -16.7% | -$30.13万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $152.08万 | 0.82% | 2,618 | 956 | 57.5% | $55.53万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $157.82万 | 0.85% | 4,628 | -228 | -4.7% | -$7.78万 | 减仓 |
| WFC | WELLS FARGO & CO | $174.16万 | 0.94% | 21,074 | 71 | 0.3% | $5,868 | 加仓 |
| TSLA | TESLA INC | $184.10万 | 0.99% | 4,377 | -175 | -3.8% | -$7.36万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $186.61万 | 1.00% | 1,994 | -1,495 | -42.8% | -$139.91万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $191.66万 | 1.03% | 5,724 | -153 | -2.6% | -$5.12万 | 减仓 |
| GOOG | ALPHABET INC | $213.67万 | 1.15% | 6,047 | -1,014 | -14.4% | -$35.83万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $233.70万 | 1.26% | 11,827 | 15 | 0.1% | $2,964 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $247.88万 | 1.33% | 3,524 | -22 | -0.6% | -$1.55万 | 减仓 |
| V | VISA INC | $250.80万 | 1.35% | 7,310 | -14 | -0.2% | -$4,803 | 减仓 |
| META | META PLATFORMS INC | $266.10万 | 1.43% | 4,723 | -688 | -12.7% | -$38.76万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $283.47万 | 1.52% | 5,665 | -1,124 | -16.6% | -$56.24万 | 减仓 |
| IJR | ISHARES TR | $284.47万 | 1.53% | 19,180 | -1,118 | -5.5% | -$16.58万 | 减仓 |
| GOOGL | ALPHABET INC | $288.33万 | 1.55% | 8,068 | 484 | 6.4% | $17.30万 | 加仓 |
| MSFT | MICROSOFT CORP | $296.45万 | 1.59% | 7,947 | -966 | -10.8% | -$36.03万 | 减仓 |
| IVE | ISHARES TR | $309.09万 | 1.66% | 13,612 | -947 | -6.5% | -$21.50万 | 减仓 |
| AVGO | BROADCOM INC | $326.92万 | 1.76% | 8,654 | 706 | 8.9% | $26.67万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $392.47万 | 2.11% | 11,990 | -1,409 | -10.5% | -$46.12万 | 减仓 |
| AMZN | AMAZON COM INC | $537.79万 | 2.89% | 22,564 | -2,158 | -8.7% | -$51.43万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $592.07万 | 3.18% | 7,928 | -128,976 | -94.2% | -$9,631.98万 | 减仓 |
| GLD | SPDR GOLD TR | $612.76万 | 3.29% | 16,634 | 90 | 0.5% | $3.32万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $619.08万 | 3.33% | 30,939 | -1,270 | -3.9% | -$25.41万 | 减仓 |
| CVX | CHEVRON CORPORATION | $633.06万 | 3.40% | 38,191 | -1,674 | -4.2% | -$27.75万 | 减仓 |
| QQQ | INVESCO QQQ TR | $977.09万 | 5.25% | 13,268 | -184 | -1.4% | -$13.55万 | 减仓 |
| AAPL | APPLE INC | $1,059.94万 | 5.70% | 36,630 | -408 | -1.1% | -$11.81万 | 减仓 |
| IVV | ISHARES TR | $1,066.25万 | 5.73% | 14,237 | -78,793 | -84.7% | -$5,901.06万 | 减仓 |
| OEF | ISHARES TR | $2,803.01万 | 15.07% | 76,612 | 126 | 0.2% | $4.61万 | 加仓 |