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Marin Bay Wealth Advisors, LLC · 13F 持仓分析
期权收益计算器 机构排行

Marin Bay Wealth Advisors, LLC

No.5034 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$3.79亿
环比变动 Q1 2026
+$5,186.8万+15.8%
持仓股票数
134
新买入
14
加仓
63
减仓
43
清仓
7
持股不变
14
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标普500 ETFSPY
26.77%27.19%$1.02亿13.6万股$8,898.8万13.7万股-976股-0.71%减仓
IiShares安硕信托IVV
18.39%18.56%$6,975.0万9.3万股$6,074.9万9.3万股+107股+0.12%加仓
IiShares安硕·S&P 100 ETFIWO
7.39%7.43%$2,803.0万7.7万股$2,432.8万7.6万股+126股+0.16%加仓
IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS
2.95%2.95%$1,117.6万8.2万股$964.9万8.2万股+1股+0.00%加仓
苹果AAPL
2.9%2.76%$1,101.5万3.8万股$903.7万3.7万股+1,028股+2.78%加仓
I景顺QQQ信托VOO
2.58%2.37%$977.1万1.3万股$776.4万1.3万股-184股-1.37%减仓
雪佛龙CVX
1.71%2.46%$649.7万3.9万股$804.1万4.0万股-669股-1.68%减仓
英伟达NVDA
1.67%1.68%$632.3万3.2万股$550.3万3.2万股-608股-1.89%减仓
波音BA
1.63%1.73%$617.4万2.9万股$567.8万2.9万股-13股-0.05%减仓
SSPDR黄金信托GLD
1.62%2.17%$612.8万1.7万股$711.9万1.7万股+90股+0.54%加仓
亚马逊AMZN
1.55%1.45%$586.0万2.5万股$473.0万2.5万股-137股-0.55%减仓
IiShares安硕·RUSSELLIWM
1.46%1.39%$552.9万1.8万股$456.5万1.8万股-6股-0.03%减仓
摩根大通JPM
1.16%1.07%$440.7万1.3万股$350.9万1.3万股+65股+0.49%加仓
微软MSFT
0.92%0.85%$348.3万9,336股$278.6万8,913股+423股+4.75%加仓
伯克希尔哈撒韦BRK.B
0.89%0.84%$337.1万6,736股$274.1万6,789股-53股-0.78%减仓
博通AVGO
0.86%0.75%$326.9万8,654股$246.0万7,948股+706股+8.88%加仓
Meta平台META
0.85%0.77%$322.9万5,742股$251.4万5,411股+331股+6.12%加仓
V先锋领航·FTSEVEA
0.85%0.88%$321.5万4.5万股$288.7万4.5万股00.00%持仓不变
好市多COST
0.84%0.64%$317.8万3,396股$208.1万3,489股-93股-2.67%减仓
IiShares安硕·S&PIVE
0.82%0.94%$309.1万1.4万股$307.4万1.5万股-947股-6.50%减仓
谷歌AGOOGL
0.76%0.67%$288.3万8,068股$218.1万7,584股+484股+6.38%加仓
IiShares安硕·COREIJR
0.75%0.77%$284.5万1.9万股$252.3万2.0万股-1,118股-5.51%减仓
AAlphabet Inc Class CGOOG
0.67%0.52%$254.2万7,195股$169.7万7,061股+134股+1.90%加仓
VisaV
0.66%0.68%$250.8万7,310股$221.4万7,324股-14股-0.19%减仓
S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY
0.65%0.67%$247.9万3,524股$218.7万3,546股-22股-0.62%减仓
VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE
0.62%0.67%$233.7万1.2万股$217.7万1.2万股+15股+0.13%加仓
万事达MA
0.61%0.38%$229.8万4,474股$123.8万4,429股+45股+1.02%加仓
VertivVRT
0.51%0.45%$191.7万5,724股$147.3万5,877股-153股-2.60%减仓
特斯拉TSLA
0.49%0.52%$184.1万4,377股$169.2万4,552股-175股-3.84%减仓
WELLS FARGO NEWWFC
0.46%0.51%$174.2万2.1万股$167.2万2.1万股+71股+0.34%加仓
V先锋领航债券指数基金BSV
0.45%0.52%$168.8万2.2万股$169.9万2.2万股00.00%持仓不变
PALO ALTOPANW
0.42%0.24%$157.8万4,628股$77.9万4,856股-228股-4.70%减仓
AMD超威AMD
0.4%0.1%$152.1万2,618股$33.8万1,662股+956股+57.52%加仓
美光科技MU
0.4%0.16%$149.9万1,299股$52.7万1,560股-261股-16.73%减仓
IiShares安硕信托TIP
0.36%0.42%$137.1万1.3万股$138.2万1.3万股00.00%持仓不变
V先锋领航指数基金VUG
0.36%0.36%$136.5万1.6万股$116.6万2,669股+1.3万股+493.52%加仓
阿斯麦ASML
0.35%0.27%$132.9万668股$89.2万675股-7股-1.04%减仓
VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK
0.33%0.34%$123.6万1.4万股$110.4万3,006股+1.1万股+367.86%加仓
IiShares安硕信托IEFA
0.32%0.35%$122.7万1.3万股$114.2万1.3万股+93股+0.74%加仓
卡特彼勒CAT
0.32%0.26%$122.0万1,145股$86.4万1,219股-74股-6.07%减仓
泛林集团LRCX
0.32%0.18%$120.4万2,777股$60.3万2,820股-43股-1.52%减仓
IiShares安硕信托LQD
0.31%0.36%$119.3万1.1万股$119.2万1.1万股00.00%持仓不变
雷神技术RTX
0.29%0.32%$108.2万5,704股$106.2万5,506股+198股+3.60%加仓
NEBIUSNBIS
0.28%0.13%$107.0万3,875股$43.0万4,144股-269股-6.49%减仓
I景顺交易所交易基金信托PPA
0.28%0.31%$105.6万5,977股$99.8万6,025股-48股-0.80%减仓
家得宝HD
0.28%0.17%$105.6万2,993股$56.7万2,807股+186股+6.63%加仓
BBANK OF AMERBAC
0.25%0.24%$96.4万1.7万股$79.4万1.6万股+621股+3.81%加仓
EMCOREME
0.25%0.26%$94.8万1,142股$84.4万1,143股-1股-0.09%减仓
IiShares安硕·COREIJH
0.24%0.3%$92.4万1.2万股$98.5万1.5万股-2,603股-17.85%减仓
V先锋领航·FSTEVWO
0.24%0.25%$91.4万1.5万股$82.6万1.5万股+3股+0.02%加仓

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