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MN Wealth Advisors, LLC 13F 持仓 · 2026年Q2

MN Wealth Advisors 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 133 只证券,申报市值合计 2.35 亿美元。前几大持仓:BBUS(16.68%)、FEGE(6.16%)、JIRE(4.32%)。本季前 25 大持仓中:新建仓 1 只、增持 18 只、减持 6 只。

排名代码公司市值占组合股数变动
1BBUSJPMORGAN BETABUILDERS U.S. EQUITY ETF$39.2M16.68%290,843增持
2FEGEFIRST EAGLE GLOBAL EQUITY ETF$14.5M6.16%295,720增持
3JIREJPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF$10.1M4.32%123,012增持
4AVEMAVANTIS EMERGING MARKETS EQUITY ETF$9.8M4.16%101,253增持
5AVUSAVANTIS U.S. EQUITY ETF$8.9M3.81%69,840增持
6JGROJPMORGAN ACTIVE GROWTH ETF$8.7M3.70%88,130减持
7AFIXALLSPRING BROAD MARKET CORE BOND ETF$8.3M3.55%336,455增持
8JAVAJPMORGAN ACTIVE VALUE ETF$8.3M3.52%104,126减持
9JCPBJPMORGAN CORE PLUS BOND ETF$7.9M3.37%168,420增持
10FBCGFIDELITY BLUE CHIP GROWTH ETF$6.2M2.65%100,203增持
11SPYMSTATE STREET SPDR PORTFOLIO S&P 500 ETF$5.9M2.53%67,588增持
12BBINJPMORGAN BETABUILDERS INTERNATIONAL EQUITY ETF$4.9M2.08%62,499减持
13AAPLAPPLE INC COM$4.2M1.79%14,506增持
14NVDANVIDIA CORPORATION COM$4.2M1.79%21,000增持
15GOOGLALPHABET INC CAP STK CL A$3.4M1.45%9,526增持
16AVGOBROADCOM INC COM$3.3M1.41%8,794增持
17MSFTMICROSOFT CORP COM$3.3M1.40%8,814增持
18LLYELI LILLY & CO COM$2.5M1.07%2,092增持
19AMZNAMAZON COM INC COM$2.4M1.00%9,890增持
20NKENIKE INC CL B$2.2M0.95%54,323减持
21JPIEJPMORGAN INCOME ETF$2.2M0.93%47,396增持
22JPUSJPMORGAN DIVERSIFIED RETURN USE EQUITY$2.2M0.93%15,529减持
23ITOTISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF$2.0M0.85%12,105增持
24XLKSTATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF$1.8M0.76%9,364减持
25BXBLACKSTONE INC COM$1.6M0.68%13,599新建仓

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