MGB Wealth Management, LLC 13F 持仓 · 最近申报 2025年Q4
MGB Wealth Management 在 2025年Q4(报告期截至 2025-12-31)的 SEC 13F 申报中报告了 308 只证券,申报市值合计 3.50 亿美元。前几大持仓:APP(15.58%)、QQQ(5.35%)、MSFT(3.51%)。本季前 25 大持仓中:增持 13 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | APP | APPLOVIN CORP | $54.5M | 15.58% | 80,828 | 减持 |
| 2 | QQQ | INVESCO QQQ TR | $18.7M | 5.35% | 30,432 | 增持 |
| 3 | MSFT | MICROSOFT CORP | $12.3M | 3.51% | 25,338 | 减持 |
| 4 | SPY | SPDR S&P 500 ETF TR | $11.8M | 3.38% | 17,310 | 增持 |
| 5 | AVGO | BROADCOM INC | $10.9M | 3.13% | 31,511 | 减持 |
| 6 | XSD | SPDR SERIES TRUST | $10.2M | 2.91% | 31,571 | 减持 |
| 7 | NVDA | NVIDIA CORPORATION | $9.5M | 2.73% | 51,109 | 减持 |
| 8 | AAPL | APPLE INC | $7.7M | 2.21% | 28,373 | 增持 |
| 9 | GLD | SPDR GOLD TR | $5.5M | 1.59% | 13,973 | 增持 |
| 10 | WMT | WALMART INC | $4.4M | 1.27% | 39,796 | 增持 |
| 11 | JPM | JPMORGAN CHASE & CO. | $4.4M | 1.25% | 13,588 | 增持 |
| 12 | GOOGL | ALPHABET INC | $4.2M | 1.21% | 13,469 | 增持 |
| 13 | SLV | ISHARES SILVER TR | $3.9M | 1.11% | 59,167 | 增持 |
| 14 | FDN | FIRST TR EXCHANGE-TRADED FD | $3.6M | 1.04% | 13,438 | 减持 |
| 15 | QTEC | FIRST TR EXCHANGE-TRADED FD | $3.6M | 1.02% | 15,417 | 减持 |
| 16 | MCK | MCKESSON CORP | $3.5M | 1.01% | 4,316 | 增持 |
| 17 | BRKB | BERKSHIRE HATHAWAY INC DEL | $3.4M | 0.97% | 6,758 | 减持 |
| 18 | AMLP | ALPS ETF TR | $3.3M | 0.95% | 70,297 | 减持 |
| 19 | MAIN | MAIN STR CAP CORP | $3.3M | 0.95% | 55,198 | 增持 |
| 20 | DIVO | AMPLIFY ETF TR | $3.3M | 0.93% | 73,192 | 增持 |
| 21 | ABBV | ABBVIE INC | $2.8M | 0.81% | 12,413 | 增持 |
| 22 | IGV | ISHARES TR | $2.7M | 0.78% | 25,622 | 持平 |
| 23 | VEU | VANGUARD INTL EQUITY INDEX F | $2.6M | 0.74% | 35,219 | 增持 |
| 24 | ETN | EATON CORP PLC | $2.5M | 0.73% | 7,971 | 减持 |
| 25 | VOO | VANGUARD INDEX FDS | $2.5M | 0.73% | 4,058 | 减持 |
来源:SEC 13F 申报文件 · 截至 2025-12-31
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