13FBOX
Magnolia Private Wealth, LLC · 13F 持仓分析
期权收益计算器 机构排行

Magnolia Private Wealth, LLC

No.5261
最新持仓市值 (Q2 2026)
$3.52亿
环比变动 Q1 2026
+$2.02亿+134.6%
持仓股票数
153
新买入
32
加仓
63
减仓
45
清仓
13
持股不变
13
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
A美国世纪ETF信托AVUS
27.64%8.16%$9,731.1万76.0万股$1,225.0万76.5万股-5,244股-0.69%减仓
AVANTIS INTLNGG
10.97%7.33%$3,862.8万43.4万股$1,100.6万43.5万股-653股-0.15%减仓
IiShares安硕·7-10YRIEF
9.56%1.31%$3,364.0万35.4万股$196.7万34.8万股+6,335股+1.82%加仓
A美国世纪ETF信托AVEM
5.78%4.29%$2,034.8万21.2万股$643.4万21.0万股+1,502股+0.71%加仓
WWISDOMTREE TRUST EFFICIENT GOLD PLUS EQUITY STRATEGY FDGDE
3.55%4.4%$1,250.0万20.5万股$660.4万21.3万股-8,535股-4.00%减仓
WWORLD GOLD TRGLD
3.3%2.31%$1,162.9万14.7万股$346.1万14.6万股+842股+0.58%加仓
IiShares安硕信托SGOV
3.15%0.54%$1,110.4万11.0万股$80.7万8,018股+10.2万股+1,275.70%加仓
苹果AAPL
1.54%3.04%$542.0万1.9万股$455.6万1.8万股+779股+4.34%加仓
SSIMPLIFY EXCHANGE TRADED FUNTYA
1.3%2.77%$458.8万48.1万股$415.0万43.8万股+4.3万股+9.81%加仓
特斯拉TSLA
1.16%0.87%$409.2万9,729股$131.0万3,524股+6,205股+176.08%加仓
S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX
1.16%3%$408.7万13.1万股$449.7万16.1万股-3.0万股-18.61%减仓
J骏利亨德森JAAA
1%4.27%$353.0万7.0万股$640.3万12.7万股-5.7万股-45.00%减仓
AAlphabet Inc Class CGOOG
0.97%0.81%$342.8万9,702股$121.3万4,228股+5,474股+129.47%加仓
S道富SPYM
0.96%0.4%$338.8万3.9万股$60.1万7,857股+3.1万股+390.67%加仓
SSIMPLIFY EXCHANGE TRADED FUNTUA
0.92%3.02%$324.2万24.3万股$452.9万29.9万股-5.6万股-18.77%减仓
B贝莱德ETF信托DYNF
0.88%1.16%$308.6万4.5万股$174.3万3.0万股+1.5万股+51.45%加仓
DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI
0.73%2.01%$255.9万6.2万股$301.9万7.7万股-1.5万股-19.95%减仓
A美国世纪ETF信托AVGE
0.71%2.08%$250.0万2.5万股$311.5万3.5万股-1.0万股-28.71%减仓
微软MSFT
0.63%1.37%$223.1万5,981股$205.7万5,556股+425股+7.65%加仓
AAMERICAN BEACON SELECT FUNDSMGNR
0.59%0.65%$207.4万4.3万股$97.5万1.9万股+2.4万股+126.01%加仓
RRETURN STACKED U.S. STOCKS & MANAGED FUTURESETFRSST
0.57%1.62%$202.3万6.2万股$242.5万8.6万股-2.4万股-27.84%减仓
S嘉信策略信托SCHC
0.57%1.31%$201.4万3.8万股$196.2万4.0万股-1,922股-4.79%减仓
英伟达NVDA
0.57%0.97%$199.7万9,980股$145.6万8,348股+1,632股+19.55%加仓
伯克希尔哈撒韦BRK.B
0.53%1.13%$186.6万3,729股$169.1万3,528股+201股+5.70%加仓
EEA SERIES TRUSTAAEQ
0.48%1.02%$170.0万3.2万股$152.4万3.3万股-800股-2.44%减仓
LListed Funds Trust Horizon Kinetics Inflation Beneficiaries EtfINFL
0.47%0.2%$167.0万3.3万股$30.0万5,759股+2.8万股+481.39%加仓
KKRANESHARES MOUNT LUCAS MANAGED FUTURES INDEX STRATEGY ETFKMLM
0.45%0.69%$157.2万10.5万股$104.0万8.5万股+2.0万股+23.86%加仓
谷歌AGOOGL
0.44%0.77%$155.1万4,340股$115.8万4,026股+314股+7.80%加仓
V先锋领航指数基金VOO
0.44%0.9%$154.1万2,244股$134.5万2,251股-7股-0.31%减仓
SSIMPLIFY EXCHANGE TRADED FUNCTA
0.44%0.88%$154.0万5.9万股$132.0万4.4万股+1.6万股+35.93%加仓
B贝莱德ETF信托BAI
0.4%0.38%$140.5万2.7万股$56.8万1.7万股+9,419股+54.67%加仓
CCHAIN BRIDGE BANCORP INC CL ACBNA
0.39%0.76%$137.3万3.3万股$113.9万3.3万股00.00%持仓不变
UUNLIMITED HFGM GLOBAL MACRO ETFHFGM
0.39%0.86%$136.6万4.5万股$129.4万4.0万股+4,358股+10.80%加仓
I景顺交易所交易基金IIPZA
0.39%0.4%$135.7万5.8万股$59.5万2.6万股+3.2万股+123.01%加仓
IiShares安硕信托IVW
0.38%0.17%$132.5万9,636股$26.0万2,295股+7,341股+319.87%加仓
B贝莱德ETF信托THRO
0.36%0.61%$125.3万2.9万股$91.4万2.5万股+3,818股+15.13%加仓
BBLUEROCK PVT REAL ESTATE FDBPRE
0.35%0.91%$124.6万9.6万股$137.2万8.3万股+1.3万股+15.98%加仓
亚马逊AMZN
0.35%0.58%$123.2万5,170股$87.4万4,195股+975股+23.24%加仓
V先锋领航指数基金VTV
0.35%0.79%$122.6万5,628股$118.7万6,048股-420股-6.94%减仓
V先锋领航STAR基金VXUS
0.34%0.74%$121.1万1.4万股$110.4万1.4万股-150股-1.05%减仓
IiShares安硕·RUSSELLIWF
0.33%0.67%$117.9万9,492股$101.2万2,373股+7,119股+300.00%加仓
IiShares安硕信托IVV
0.33%1.08%$117.6万1,570股$162.3万2,485股-915股-36.82%减仓
IiShares安硕·S&PIVE
0.33%0.17%$115.5万5,085股$26.0万1,231股+3,854股+313.08%加仓
摩根大通JPM
0.31%0.65%$110.9万3,388股$97.1万3,300股+88股+2.67%加仓
IiShares安硕信托IQLT
0.31%0.95%$110.4万2.2万股$142.2万3.1万股-8,475股-27.56%减仓
G通用动力VTI
0.31%0.71%$110.1万2,976股$106.0万3,303股-327股-9.90%减仓
IiShares安硕信托GVI
0.3%0.63%$104.3万9,695股$94.9万8,937股+758股+8.48%加仓
IiShares安硕信托IWD
0.3%0.61%$104.3万4,302股$91.9万4,302股00.00%持仓不变
B贝莱德·ETF TRUST IIINMU
0.28%0.41%$98.1万4.0万股$61.2万2.6万股+1.5万股+58.13%加仓
PPIMCO太平洋投资管理ETFMUNI
0.28%0.65%$96.9万1.8万股$97.3万1.9万股-205股-1.10%减仓

🧭 机构资金流板块热力图

净流出 净流入