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M3 Wealth Management, LLC · 13F 持仓分析
期权收益计算器 机构排行

M3 Wealth Management, LLC

No.8049 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.54亿
环比变动 Q1 2026
+$2,419.6万+18.6%
持仓股票数
35
新买入
1
加仓
22
减仓
11
清仓
1
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
SSPDR道富系列信托SPTM
8.57%8.39%$1,321.3万14.6万股$1,089.7万13.8万股+7,703股+5.59%加仓
I景顺交易所交易基金信托RSP
8.36%8.39%$1,287.9万6.1万股$1,089.5万5.7万股+3,760股+6.62%加仓
V先锋领航·SPECIALIZED FUNDSVIG
8.33%8.5%$1,284.4万5.4万股$1,103.9万5.1万股+2,953股+5.75%加仓
GE VernovaGEV
4.67%4.28%$720.0万6,128股$555.8万6,367股-239股-3.75%减仓
谷歌AGOOGL
4.66%4.59%$718.6万2.0万股$595.8万2.1万股-611股-2.95%减仓
V先锋领航国际股票指数基金VEU
3.45%3.32%$531.9万6.4万股$431.0万5.7万股+6,123股+10.67%加仓
V先锋领航·MIDVO
3.37%3.17%$519.0万6.4万股$411.5万1.4万股+5.0万股+349.58%加仓
IiShares安硕·COREIJR
3.35%2.92%$515.8万3.5万股$379.0万3.0万股+4,290股+14.07%加仓
苹果AAPL
3.14%3.26%$483.5万1.7万股$423.0万1.7万股+42股+0.25%加仓
强生JNJ
3.03%3.49%$467.0万1.8万股$453.8万1.9万股-175股-0.94%减仓
PALO ALTOPANW
2.99%1.62%$460.8万1.4万股$210.3万1.3万股+393股+3.00%加仓
艾伯维ABBV
2.83%2.91%$435.9万1.7万股$378.1万1.7万股-62股-0.36%减仓
特斯拉TSLA
2.81%2.92%$433.3万1.0万股$378.8万1.0万股+114股+1.12%加仓
VALERO ENERGY COMVLO
2.79%3.21%$430.0万1.7万股$417.4万1.7万股-381股-2.26%减仓
亚马逊AMZN
2.72%2.87%$419.1万1.8万股$372.6万1.8万股-306股-1.71%减仓
好市多COST
2.45%3.1%$377.9万4,040股$403.3万4,047股-7股-0.17%减仓
高盛GS
2.3%2.24%$354.8万3,508股$291.3万3,443股+65股+1.89%加仓
WASTE MGMT DELWM
2.3%2.82%$354.5万1.6万股$366.8万1.6万股-57股-0.36%减仓
礼来LLY
2.21%$340.2万2,836股$00股+2,836股新买入
CSX铁路CSX
2.19%2.24%$337.3万7.1万股$291.6万7.1万股-70股-0.10%减仓
VisaV
2.17%2.26%$334.8万9,757股$293.5万9,712股+45股+0.46%加仓
史赛克SYK
2.07%2.5%$318.9万1.0万股$325.1万9,894股+235股+2.38%加仓
南方电力SO
2.01%2.39%$309.3万3.2万股$309.9万3.2万股+210股+0.65%加仓
洛克希德马丁LMT
1.98%2.76%$304.7万5,980股$358.0万5,923股+57股+0.96%加仓
伊顿ETN
1.93%1.87%$297.4万6,980股$242.5万6,779股+201股+2.97%加仓
N新纪元能源NEE
1.73%2.13%$267.0万3.0万股$276.6万3.0万股+635股+2.13%加仓
REALTY INCOME COMO
1.73%2.01%$266.5万4.3万股$261.5万4.3万股+265股+0.62%加仓
TARGET COMTGT
1.71%1.01%$263.8万2.0万股$130.6万1.1万股+9,425股+87.47%加仓
家得宝HD
1.64%1.81%$252.6万7,162股$234.9万7,142股+20股+0.28%加仓
迪士尼DIS
1.53%1.88%$235.2万2.4万股$244.9万2.5万股-975股-3.84%减仓
百事可乐PEP
1.34%1.87%$205.8万1.5万股$243.6万1.6万股-483股-3.08%减仓
IiShares安硕信托HDV
1.07%0.31%$164.2万6.0万股$40.5万2,983股+5.7万股+1,907.68%加仓
V先锋领航白厅基金VNQ
1.05%0.29%$161.8万1.7万股$38.1万4,306股+1.3万股+302.35%加仓
S嘉信·INTERNATIONAL DIVIDEND EQUITY ETFSCHY
1.04%0.3%$159.5万5.0万股$39.2万1.2万股+3.8万股+306.31%加仓
派克汉尼汾PH
0.5%0.55%$77.6万793股$71.0万793股00.00%持仓不变

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