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

MorganRosel Wealth Management, LLC

No.5815 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.96亿
环比变动 Q1 2026
+$4,272.7万+16.9%
持仓股票数
104
新买入
14
加仓
51
减仓
27
清仓
13
持股不变
12
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
G通用动力VTI
18.87%18.91%$5,589.4万15.1万股$4,794.6万14.9万股+1,597股+1.07%加仓
S嘉信策略信托SCHF
6.58%6.66%$1,947.9万70.3万股$1,689.3万68.3万股+2.1万股+3.03%加仓
V先锋领航指数基金VOO
3.77%3.51%$1,117.6万1.6万股$890.2万1.5万股+1,375股+9.23%加仓
S嘉信策略信托SCHC
2.86%3%$846.3万16.0万股$760.1万15.5万股+5,064股+3.26%加仓
V先锋领航国际股票指数基金VEU
2.69%2.77%$796.7万9.5万股$701.1万9.3万股+1,773股+1.90%加仓
V先锋领航·FTSEVEA
2.59%2.4%$768.6万10.8万股$608.6万9.5万股+1.3万股+13.59%加仓
PPimco Active Bond ETFBOND
2.57%2.78%$761.3万8.3万股$705.8万7.6万股+6,075股+7.94%加仓
SSPDR标普500 ETFSPY
2.47%2.56%$731.2万9,791股$649.2万9,983股-192股-1.92%减仓
S嘉信策略信托SCHE
2.34%2.37%$691.9万19.1万股$601.4万18.3万股+8,281股+4.54%加仓
V先锋领航·CORE PLUS BOND ETFVPLS
2.28%2.52%$676.4万8.7万股$637.9万8.2万股+4,977股+6.05%加仓
V先锋领航债券指数基金VUSB
1.97%1.98%$584.0万11.7万股$501.8万10.1万股+1.7万股+16.40%加仓
V先锋领航国际股票指数基金VPL
1.94%1.88%$573.8万5.0万股$477.4万4.9万股+752股+1.54%加仓
SSCHWAB U.S. AGGREGATE BOND ETFSCHZ
1.93%2.22%$570.9万24.7万股$562.5万24.2万股+4,593股+1.90%加仓
S嘉信·FUNDAMENTAL EMERGING MARKETS EQUITY ETFFNDE
1.91%2.03%$565.9万14.3万股$515.3万13.5万股+7,934股+5.89%加仓
J摩根大通交易所交易基金JQUA
1.9%1.83%$563.0万7.8万股$464.7万7.6万股+2,106股+2.78%加仓
IiShares安硕信托ITOT
1.86%1.84%$552.2万3.4万股$466.5万3.3万股+866股+2.64%加仓
I景顺QQQ信托VOO
1.85%1.67%$547.9万7,440股$423.7万7,340股+100股+1.36%加仓
J摩根大通交易所交易基金JPIE
1.84%1.88%$544.3万11.8万股$477.2万10.4万股+1.5万股+14.12%加仓
IiShares安硕信托AGG
1.82%1.61%$538.0万5.4万股$409.0万4.1万股+1.3万股+31.93%加仓
I景顺·S&P MIDCAP QUALITY ETFXMHQ
1.73%1.86%$513.1万4.5万股$472.0万4.4万股+1,126股+2.56%加仓
IiShares安硕·EMERGING MARKETS EQUITY FACTOR ETFEMGF
1.7%$505.0万6.9万股$00股+6.9万股新买入
S嘉信·FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETFSCHC
1.69%1.82%$499.8万10.3万股$461.5万10.0万股+3,377股+3.39%加仓
V先锋领航国际股票指数基金VGK
1.54%1.67%$457.0万5.2万股$423.2万5.1万股+276股+0.54%加仓
IiShares安硕信托MTUM
1.46%1.07%$432.7万1.3万股$270.5万1.1万股+1,350股+11.98%加仓
IiShares安硕信托HYG
1.21%1.28%$358.7万4.5万股$323.9万4.1万股+4,142股+10.18%加仓
IiShares安硕·MSCIQUAL
1.15%1.06%$340.0万1.5万股$269.7万1.4万股+1,434股+10.20%加仓
苹果AAPL
1.14%1.17%$338.8万1.2万股$297.7万1.2万股-21股-0.18%减仓
V先锋领航·MIDVO
1.12%1.08%$332.6万4.1万股$273.7万9,531股+3.2万股+333.08%加仓
IiShares安硕信托USMV
1.05%1.07%$310.7万3.2万股$271.2万2.9万股+2,970股+10.16%加仓
IiShares安硕信托VLUE
1.01%0.85%$298.2万1.5万股$216.4万1.5万股-295股-1.94%减仓
V先锋领航·FSTEVWO
1%0.97%$296.7万5.0万股$246.1万4.6万股+4,174股+9.17%加仓
IiShares安硕信托IMTM
0.99%0.94%$293.6万5.5万股$237.7万5.0万股+5,543股+11.20%加仓
IiShares安硕信托EFAV
0.91%1%$270.4万3.1万股$254.4万2.8万股+2,988股+10.73%加仓
科磊KLAC
0.65%0.42%$193.7万6,420股$105.9万719股+5,701股+792.91%加仓
PIMCO·DYNAMIC INCOMEPDI
0.55%0.7%$161.9万9.7万股$176.5万10.3万股-6,216股-6.03%减仓
RROCKET LAB COMRKLB
0.51%0.46%$152.5万1.5万股$115.6万1.8万股-3,000股-16.66%减仓
V先锋领航指数基金VB
0.5%0.46%$148.5万4,897股$116.3万4,440股+457股+10.29%加仓
微软MSFT
0.48%0.6%$142.0万3,808股$153.3万4,142股-334股-8.06%减仓
AMD超威AMD
0.46%0.19%$136.5万2,350股$47.8万2,350股00.00%持仓不变
V先锋领航指数基金VOT
0.46%0.43%$135.7万4,430股$108.1万4,199股+231股+5.50%加仓
GGARRETT MOTIONGTX
0.44%0.36%$131.0万3.6万股$91.3万5.0万股-1.4万股-28.04%减仓
英伟达NVDA
0.44%0.45%$130.5万6,521股$113.7万6,521股00.00%持仓不变
IINVESCO DORSEY WRIGHT EMERGING MARKETS MOMENTUM ETFPIE
0.43%0.38%$126.5万3.8万股$95.2万3.7万股+1,304股+3.56%加仓
QUANTA SVCSPWR
0.41%0.4%$121.5万1,687股$102.1万1,860股-173股-9.30%减仓
捷普JBL
0.38%0.29%$113.5万2,945股$74.3万2,798股+147股+5.25%加仓
ARCBESTARCB
0.38%$112.3万7,824股$00股+7,824股新买入
BREAD FINANCIALBFH
0.38%0.32%$112.0万1.0万股$80.0万1.1万股-344股-3.22%减仓
I景顺交易所交易基金IIXMLV
0.37%0.35%$109.2万1.6万股$89.6万1.4万股+2,225股+15.63%加仓
安费诺APH
0.36%0.33%$107.1万6,072股$82.5万6,533股-461股-7.06%减仓
IiShares安硕EEMV
0.34%0.3%$101.3万1.3万股$76.4万1.2万股+1,660股+14.06%加仓

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