Magnolia Private Wealth, LLC 13F 持仓 · 2026年Q2

Magnolia Private Wealth 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 153 只证券，申报市值合计 1.82 亿美元。前几大持仓：AVUS（7.32%）、AVDE（6.31%）、SGOV（6.10%）。本季前 25 大持仓中：增持 14 只、减持 11 只。

排名	代码	公司	市值	占组合	股数	变动
1	AVUS	AVANTIS U.S. EQUITY ETF	$13.3M	7.32%	760,242	减持
2	AVDE	AVANTIS INTERNATIONAL EQUITY ETF	$11.5M	6.31%	434,018	减持
3	SGOV	ISHARES 0-3 MONTH TREASURY BOND ETF	$11.1M	6.10%	110,304	增持
4	AVEM	AVANTIS EMERGING MARKETS EQUITY ETF	$7.8M	4.29%	211,955	增持
5	GDE	WISDOMTREE EFFICIENT GOLD PLUS EQUITY STRATEGY FUND	$5.9M	3.24%	204,920	减持
6	AAPL	APPLE INC COM	$5.4M	2.98%	18,730	增持
7	TYA	SIMPLIFY INTERMEDIATE TERM TREASURY FUTURES STRATEGY ETF	$4.6M	2.52%	481,039	增持
8	TSLA	TESLA INC COM	$4.1M	2.25%	9,729	增持
9	FNDX	SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF	$4.1M	2.24%	131,420	减持
10	JAAA	JANUS HENDERSON AAA CLO ETF	$3.5M	1.94%	69,918	减持
11	GOOG	ALPHABET INC CAP STK CL C	$3.4M	1.88%	9,702	增持
12	SPYM	STATE STREET SPDR PORTFOLIO S&P 500 ETF	$3.4M	1.86%	38,552	增持
13	TUA	SIMPLIFY SHORT TERM TREASURY FUTURES STRATEGY ETF	$3.2M	1.78%	242,589	减持
14	DYNF	ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF	$3.1M	1.69%	45,376	增持
15	GLDM	SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST	$3.0M	1.67%	147,199	增持
16	DFAI	DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF	$2.6M	1.40%	62,029	减持
17	IEF	ISHARES 7-10 YEAR TREASURY BOND ETF	$2.6M	1.40%	354,106	增持
18	AVGE	AVANTIS ALL EQUITY MARKETS ETF	$2.5M	1.37%	25,230	减持
19	MSFT	MICROSOFT CORP COM	$2.2M	1.22%	5,981	增持
20	MGNR	AMERICAN BEACON GLG NATURAL RESOURCES ETF	$2.1M	1.14%	42,727	增持
21	FNDF	SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF	$2.0M	1.11%	38,171	减持
22	RSST	RETURN STACKED U.S. STOCKS & MANAGED FUTURES ETF	$2.0M	1.11%	61,874	减持
23	NVDA	NVIDIA CORPORATION COM	$2.0M	1.10%	9,980	增持
24	BRKB	BERKSHIRE HATHAWAY INC DEL CL B NEW	$1.9M	1.02%	3,729	增持
25	AAEQ	ALPHA ARCHITECT US EQUITY 2 ETF	$1.7M	0.93%	31,966	减持

来源：SEC 13F 申报文件 · 截至 2026-06-30

本期 13F-HR 中的全部持仓，以及相对上季度的变化。

13F 持仓，最新季度

来源SEC EDGAR13F-HR