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 |
|---|---|---|---|---|---|---|---|---|
| OEF | ISHARES TR | $2,803.01万 | 15.07% | 76,612 | 126 | 0.2% | $4.61万 | 加仓 |
| IVV | ISHARES TR | $1,066.25万 | 5.73% | 14,237 | -78,793 | -84.7% | -$5,901.06万 | 减仓 |
| AAPL | APPLE INC | $1,059.94万 | 5.70% | 36,630 | -408 | -1.1% | -$11.81万 | 减仓 |
| QQQ | INVESCO QQQ TR | $977.09万 | 5.25% | 13,268 | -184 | -1.4% | -$13.55万 | 减仓 |
| CVX | CHEVRON CORPORATION | $633.06万 | 3.40% | 38,191 | -1,674 | -4.2% | -$27.75万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $619.08万 | 3.33% | 30,939 | -1,270 | -3.9% | -$25.41万 | 减仓 |
| GLD | SPDR GOLD TR | $612.76万 | 3.29% | 16,634 | 90 | 0.5% | $3.32万 | 加仓 |
| 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 |
| AMZN | AMAZON COM INC | $537.79万 | 2.89% | 22,564 | -2,158 | -8.7% | -$51.43万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $392.47万 | 2.11% | 11,990 | -1,409 | -10.5% | -$46.12万 | 减仓 |
| AVGO | BROADCOM INC | $326.92万 | 1.76% | 8,654 | 706 | 8.9% | $26.67万 | 加仓 |
| IVE | ISHARES TR | $309.09万 | 1.66% | 13,612 | -947 | -6.5% | -$21.50万 | 减仓 |
| MSFT | MICROSOFT CORP | $296.45万 | 1.59% | 7,947 | -966 | -10.8% | -$36.03万 | 减仓 |
| GOOGL | ALPHABET INC | $288.33万 | 1.55% | 8,068 | 484 | 6.4% | $17.30万 | 加仓 |
| IJR | ISHARES TR | $284.47万 | 1.53% | 19,180 | -1,118 | -5.5% | -$16.58万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $283.47万 | 1.52% | 5,665 | -1,124 | -16.6% | -$56.24万 | 减仓 |
| META | META PLATFORMS INC | $266.10万 | 1.43% | 4,723 | -688 | -12.7% | -$38.76万 | 减仓 |
| V | VISA INC | $250.80万 | 1.35% | 7,310 | -14 | -0.2% | -$4,803 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $247.88万 | 1.33% | 3,524 | -22 | -0.6% | -$1.55万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $233.70万 | 1.26% | 11,827 | 15 | 0.1% | $2,964 | 加仓 |
| GOOG | ALPHABET INC | $213.67万 | 1.15% | 6,047 | -1,014 | -14.4% | -$35.83万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $191.66万 | 1.03% | 5,724 | -153 | -2.6% | -$5.12万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $186.61万 | 1.00% | 1,994 | -1,495 | -42.8% | -$139.91万 | 减仓 |
| TSLA | TESLA INC | $184.10万 | 0.99% | 4,377 | -175 | -3.8% | -$7.36万 | 减仓 |
| WFC | WELLS FARGO & CO | $174.16万 | 0.94% | 21,074 | 71 | 0.3% | $5,868 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $157.82万 | 0.85% | 4,628 | -228 | -4.7% | -$7.78万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $152.08万 | 0.82% | 2,618 | 956 | 57.5% | $55.53万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $149.94万 | 0.81% | 1,299 | -261 | -16.7% | -$30.13万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $136.46万 | 0.73% | 15,841 | -173 | -1.1% | -$1.49万 | 减仓 |
| IJS | ISHARES TR | $133.92万 | 0.72% | 9,798 | -71,971 | -88.0% | -$983.74万 | 减仓 |
| ASML | ASML HLDG NV | $132.89万 | 0.71% | 668 | -7 | -1.0% | -$1.39万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $129.43万 | 0.70% | 2,519 | -1,910 | -43.1% | -$98.14万 | 减仓 |
| MGK | VANGUARD WORLD FD | $123.64万 | 0.66% | 14,064 | -966 | -6.4% | -$8.49万 | 减仓 |
| IEFA | ISHARES TR | $122.70万 | 0.66% | 12,704 | 93 | 0.7% | $8,982 | 加仓 |
| CAT | CATERPILLAR INC | $121.98万 | 0.66% | 1,145 | -74 | -6.1% | -$7.88万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $120.36万 | 0.65% | 2,777 | -43 | -1.5% | -$1.86万 | 减仓 |
| RTX | RTX CORPORATION | $108.22万 | 0.58% | 5,704 | 198 | 3.6% | $3.76万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $107.02万 | 0.58% | 3,875 | -269 | -6.5% | -$7.43万 | 减仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $105.59万 | 0.57% | 5,977 | -48 | -0.8% | -$8,480 | 减仓 |
| BAC | BANK OF AMER CORP | $96.35万 | 0.52% | 16,909 | 621 | 3.8% | $3.54万 | 加仓 |
| EME | EMCOR GROUP INC | $94.82万 | 0.51% | 1,142 | -1 | -0.1% | -$830 | 减仓 |
| IJH | ISHARES TR | $92.36万 | 0.50% | 11,977 | -2,603 | -17.9% | -$20.07万 | 减仓 |
| MATX | MATSON INC | $87.54万 | 0.47% | 4,553 | 4 | 0.1% | $769 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $82.89万 | 0.45% | 10,213 | 10 | 0.1% | $812 | 加仓 |
| NFLX | NETFLIX INC. | $79.03万 | 0.42% | 11,068 | -1,062 | -8.8% | -$7.58万 | 减仓 |
| CSCO | CISCO SYS INC | $75.74万 | 0.41% | 6,448 | -479 | -6.9% | -$5.63万 | 减仓 |
| MGV | VANGUARD WORLD FD | $73.68万 | 0.40% | 4,507 | 10 | 0.2% | $1,635 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $72.87万 | 0.39% | 720 | 20 | 2.9% | $2.02万 | 加仓 |
| ABBV | ABBVIE INC | $70.55万 | 0.38% | 2,803 | 14 | 0.5% | $3,524 | 加仓 |
| GEV | GE VERNOVA INC | $70.03万 | 0.38% | 596 | 6 | 1.0% | $7,050 | 加仓 |
| VLO | VALERO ENERGY CORP | $69.74万 | 0.37% | 2,677 | -776 | -22.5% | -$20.22万 | 减仓 |
| HD | HOME DEPOT INC | $67.32万 | 0.36% | 1,908 | -899 | -32.0% | -$31.72万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $63.25万 | 0.34% | 646 | -33 | -4.9% | -$3.23万 | 减仓 |
| WMT | WALMART INC | $61.73万 | 0.33% | 5,449 | -1,202 | -18.1% | -$13.62万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $58.46万 | 0.31% | 3,441 | 49 | 1.4% | $8,324 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $58.34万 | 0.31% | 695 | -181 | -20.7% | -$15.19万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $57.55万 | 0.31% | 2,266 | -1,085 | -32.4% | -$27.56万 | 减仓 |
| MCD | MCDONALDS CORP | $57.16万 | 0.31% | 2,114 | 151 | 7.7% | $4.08万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $53.75万 | 0.29% | 11,854 | 14 | 0.1% | $635 | 加仓 |
| PSX | PHILLIPS 66 | $53.60万 | 0.29% | 3,170 | -105 | -3.2% | -$1.78万 | 减仓 |
| IXN | ISHARES TR | $53.50万 | 0.29% | 3,702 | 4 | 0.1% | $578 | 加仓 |
| IWM | ISHARES TR | $53.07万 | 0.29% | 1,766 | -16,642 | -90.4% | -$500.09万 | 减仓 |
| VPU | VANGUARD WORLD FD | $52.76万 | 0.28% | 2,695 | 16 | 0.6% | $3,132 | 加仓 |
| XAR | SPDR SERIES TRUST | $52.67万 | 0.28% | 1,855 | -1 | -0.1% | -$284 | 减仓 |
| AMAT | APPLIED MATLS INC | $49.39万 | 0.27% | 683 | -74 | -9.8% | -$5.35万 | 减仓 |
| PEP | PEPSICO INC | $49.30万 | 0.27% | 3,641 | -93 | -2.5% | -$1.26万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $47.72万 | 0.26% | 11,271 | -1,092 | -8.8% | -$4.62万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $47.14万 | 0.25% | 1,622 | -573 | -26.1% | -$16.65万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $44.95万 | 0.24% | 654 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $44.87万 | 0.24% | 5,112 | -735 | -12.6% | -$6.45万 | 减仓 |
| KO | COCA COLA CO | $44.75万 | 0.24% | 5,506 | -813 | -12.9% | -$6.61万 | 减仓 |
| LLY | ELI LILLY & CO | $43.50万 | 0.23% | 362 | 56 | 18.3% | $6.73万 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $43.18万 | 0.23% | 8,474 | 8,474 | — | $43.18万 | 新建仓 |
| ORCL | ORACLE CORP | $42.41万 | 0.23% | 2,894 | -202 | -6.5% | -$2.96万 | 减仓 |
| FAST | FASTENAL CO | $42.26万 | 0.23% | 8,798 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $42.07万 | 0.23% | 825 | 3 | 0.4% | $1,530 | 加仓 |
| IWP | ISHARES TR | $41.14万 | 0.22% | 2,810 | 1 | 0.0% | $146 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $39.07万 | 0.21% | 2,050 | 3 | 0.1% | $572 | 加仓 |
| BLK | BLACKROCK INC | $38.80万 | 0.21% | 403 | 3 | 0.8% | $2,889 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $38.77万 | 0.21% | 2,470 | 9 | 0.4% | $1,413 | 加仓 |
| PG | PROCTER & GAMBLE CO | $38.40万 | 0.21% | 2,618 | -1,296 | -33.1% | -$19.01万 | 减仓 |
| BX | BLACKSTONE INC | $36.64万 | 0.20% | 3,114 | 75 | 2.5% | $8,826 | 加仓 |
| WM | WASTE MGMT INC DEL | $36.18万 | 0.19% | 1,623 | -1,227 | -43.1% | -$27.35万 | 减仓 |
| EMR | EMERSON ELEC CO | $35.50万 | 0.19% | 2,480 | 297 | 13.6% | $4.25万 | 加仓 |
| ETN | EATON CORP PLC | $35.50万 | 0.19% | 833 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $35.25万 | 0.19% | 3,021 | -378 | -11.1% | -$4.41万 | 减仓 |
| SSD | SIMPSON MFG INC | $35.17万 | 0.19% | 1,680 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES TR | $35.12万 | 0.19% | 1,966 | -1 | -0.1% | -$179 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $34.26万 | 0.18% | 824 | -1,063 | -56.3% | -$44.19万 | 减仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $33.63万 | 0.18% | 859 | 0 | 0.0% | — | 不变 |
| GTY | GETTY RLTY CORP NEW | $33.54万 | 0.18% | 10,055 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $32.15万 | 0.17% | 631 | -4 | -0.6% | -$2,038 | 减仓 |
| VO | VANGUARD INDEX FDS | $31.88万 | 0.17% | 3,956 | 4 | 0.1% | $322 | 加仓 |
| VGT | VANGUARD WORLD FD | $31.15万 | 0.17% | 2,606 | -98 | -3.6% | -$1.17万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $30.87万 | 0.17% | 1,148 | 22 | 2.0% | $5,915 | 加仓 |
| FHB | FIRST HAWAIIAN INC | $30.58万 | 0.16% | 10,436 | 27 | 0.3% | $791 | 加仓 |
| GOLF | ACUSHNET HLDGS CORP | $29.70万 | 0.16% | 2,506 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $29.69万 | 0.16% | 389 | -222 | -36.3% | -$16.94万 | 重新持有 |
| LOW | LOWES COS INC | $29.11万 | 0.16% | 1,320 | 22 | 1.7% | $4,852 | 加仓 |
| MTUM | ISHARES TR | $29.04万 | 0.16% | 847 | 1 | 0.1% | $343 | 加仓 |