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MOKAN Wealth Management Inc. · 13F 持仓分析
期权收益计算器 机构排行

MOKAN Wealth Management Inc.

No.6224 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.62亿
环比变动 Q1 2026
+$3,581.7万+15.9%
持仓股票数
95
新买入
17
加仓
59
减仓
18
清仓
31
持股不变
1
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
V先锋领航斯科茨代尔基金VGSH
5.93%6.45%$1,552.6万26.7万股$1,457.1万24.9万股+1.8万股+7.17%加仓
SSPDR道富系列信托BIL
5.87%6.35%$1,536.2万16.8万股$1,434.4万15.7万股+1.1万股+7.10%加仓
SSPDR道富系列信托BILS
5.53%5.96%$1,446.4万14.6万股$1,346.0万13.5万股+1.0万股+7.53%加仓
伯克希尔哈撒韦BRK.B
4.05%4%$1,059.2万2.1万股$904.1万1.9万股+2,288股+12.12%加仓
沃尔玛WMT
3.83%3.81%$1,002.4万8.9万股$859.8万6.9万股+1.9万股+27.92%加仓
博通AVGO
3.77%3.52%$987.1万2.6万股$795.4万2.6万股+430股+1.67%加仓
英伟达NVDA
3.47%3.33%$908.6万4.5万股$752.7万4.3万股+2,246股+5.20%加仓
苹果AAPL
3.31%3.07%$866.2万3.0万股$692.9万2.7万股+2,625股+9.61%加仓
亚马逊AMZN
3.01%2.66%$788.2万3.3万股$600.6万2.9万股+4,226股+14.66%加仓
微软MSFT
2.65%2.48%$692.4万1.9万股$560.2万1.5万股+3,439股+22.74%加仓
美光科技MU
2.46%1.04%$643.0万5,566股$235.2万6,964股-1,398股-20.07%减仓
默沙东MRK
2.4%2.29%$629.5万4.9万股$516.5万4.3万股+6,048股+14.08%加仓
摩根大通JPM
2.31%2.01%$604.5万1.8万股$453.7万1.5万股+3,038股+19.69%加仓
艾伯维ABBV
2.29%1.84%$600.0万2.4万股$416.7万1.9万股+4,668股+24.35%加仓
AAlphabet Inc Class CGOOG
1.97%2.04%$514.3万1.5万股$460.8万1.6万股-1,516股-9.44%减仓
礼来LLY
1.93%1.66%$505.1万4,208股$375.8万4,079股+129股+3.16%加仓
应用材料AMAT
1.8%0.92%$471.3万6,519股$206.7万6,051股+468股+7.73%加仓
卡特彼勒CAT
1.8%1.34%$470.2万4,406股$303.6万4,286股+120股+2.80%加仓
泛林集团LRCX
1.76%1.01%$461.6万1.1万股$228.6万1.1万股-37股-0.35%减仓
家得宝HD
1.74%1.4%$454.3万1.3万股$316.3万9,618股+3,274股+34.04%加仓
好市多COST
1.73%1.62%$453.4万4,859股$365.1万3,658股+1,201股+32.83%加仓
AMD超威AMD
1.71%0.99%$446.5万7,677股$223.6万1.1万股-3,318股-30.18%减仓
埃克森美孚XOM
1.69%2.03%$443.5万3.2万股$459.6万2.7万股+5,348股+19.74%加仓
麦当劳MCD
1.65%1.69%$432.7万1.6万股$381.1万1.2万股+3,743股+30.53%加仓
GE航空GE
1.63%1.07%$426.4万1.1万股$240.8万8,485股+2,928股+34.51%加仓
康菲石油COP
1.58%1.95%$414.6万4.0万股$440.9万3.3万股+6,483股+19.41%加仓
迪尔DE
1.58%1.19%$413.6万6,528股$269.6万4,794股+1,734股+36.17%加仓
V先锋领航·SPECIALIZED FUNDSVIG
1.39%1.41%$363.2万1.5万股$317.7万1.5万股+568股+3.84%加仓
谷歌AGOOGL
1.38%0.93%$362.3万1.0万股$209.9万7,291股+2,848股+39.06%加仓
S嘉信策略信托SCHD
1.36%1.5%$355.5万11.2万股$338.9万11.0万股+1,649股+1.49%加仓
V先锋领航指数基金VTV
1.27%1.29%$333.6万1.5万股$291.7万1.5万股+441股+2.97%加仓
Meta平台META
1.2%0.93%$314.3万5,573股$209.7万3,656股+1,917股+52.43%加仓
NETFLIXNFLX
0.92%0.99%$240.3万3.4万股$222.7万2.3万股+1.0万股+45.23%加仓
V先锋领航指数基金VUG
0.89%0.83%$232.4万2.7万股$186.9万4,277股+2.3万股+530.70%加仓
V先锋领航指数基金VOO
0.8%0.74%$209.5万3,052股$168.0万2,818股+234股+8.30%加仓
V先锋领航白厅基金VYM
0.78%0.82%$202.9万1.3万股$185.3万1.3万股+334股+2.67%加仓
强生JNJ
0.57%0.44%$149.2万5,872股$100.5万4,110股+1,762股+42.87%加仓
特斯拉TSLA
0.57%0.29%$148.2万3,520股$65.6万1,766股+1,754股+99.32%加仓
宝洁PG
0.57%0.7%$147.9万1.0万股$157.8万1.1万股-838股-7.67%减仓
实耐宝SNA
0.5%0.61%$131.6万3,266股$137.7万3,794股-528股-13.92%减仓
GGILEAD SCIENCES COMGILD
0.5%0.34%$131.5万1.0万股$76.3万5,479股+4,920股+89.80%加仓
ILLINOIS TOOLITW
0.49%0.59%$127.6万4,718股$132.3万5,086股-368股-7.24%减仓
百事可乐PEP
0.49%0.61%$127.3万9,407股$138.3万8,912股+495股+5.55%加仓
SMITH A OAOS
0.47%0.53%$122.6万2.0万股$120.4万1.8万股+1,280股+7.01%加仓
PAYCHEX COMPAYX
0.47%0.32%$122.4万1.2万股$73.0万7,918股+4,523股+57.12%加仓
PRICE T ROWE COMTROW
0.46%0.31%$121.2万1.1万股$70.6万7,835股+2,826股+36.07%加仓
金佰利KMB
0.45%0.28%$117.7万1.1万股$62.6万6,488股+4,231股+65.21%加仓
雷神技术RTX
0.43%0.51%$112.9万5,952股$114.3万5,927股+25股+0.42%加仓
PROGRESSIVEPGR
0.43%$111.3万5,097股$00股+5,097股新买入
GENERAL MILLS COMGIS
0.41%0.26%$107.3万3.1万股$58.5万1.6万股+1.5万股+96.16%加仓

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