13FBOX
Mason & Associates Inc · 13F 持仓分析
期权收益计算器 机构排行

Mason & Associates Inc

No.3728 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$6.19亿
环比变动 Q1 2026
+$1.03亿+19.9%
持仓股票数
161
新买入
16
加仓
54
减仓
67
清仓
13
持股不变
24
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
IiShares安硕·RUSSELLIWB
10.99%11.08%$6,803.4万16.6万股$5,719.9万16.5万股+1,144股+0.69%加仓
CCOLUMBIA ETF TR IRECS
7.05%7.6%$4,364.7万100.8万股$3,923.1万103.4万股-2.5万股-2.45%减仓
DDimensional维度·U.S. EQUITY MARKET ETFDFUS
6.37%6.59%$3,945.7万48.2万股$3,399.9万49.4万股-1.2万股-2.43%减仓
VanEck ETF信托SMH
4.16%3.92%$2,573.5万3.9万股$2,022.3万5.6万股-1.7万股-29.66%减仓
NNEW YORK LIFE INVESTMENTS ETHFXI
4.02%4.14%$2,489.1万65.3万股$2,138.7万65.7万股-3,349股-0.51%减仓
AVANTIS INTLNGG
3.93%4.32%$2,431.6万27.3万股$2,230.0万27.1万股+1,412股+0.52%加仓
J骏利亨德森JAAA
3.04%3.34%$1,881.4万37.3万股$1,721.9万34.1万股+3.2万股+9.31%加仓
V先锋领航斯科茨代尔基金BSV
2.96%3.52%$1,830.0万23.2万股$1,817.4万23.0万股+1,628股+0.71%加仓
J摩根大通交易所交易基金JQUA
2.88%$1,785.9万24.7万股$00股+24.7万股新买入
SSPDR道富系列信托SJNK
2.57%3.03%$1,588.7万63.5万股$1,563.6万63.1万股+3,974股+0.63%加仓
AMD超威AMD
2.29%1.08%$1,417.6万2.4万股$556.4万2.8万股-3,977股-14.01%减仓
A美国世纪ETF信托AVEM
2.21%2.11%$1,370.0万14.2万股$1,089.6万14.0万股+1,891股+1.35%加仓
AANGEL OAK ULTRASHORT INCOME ETFUYLD
2.21%0.48%$1,369.6万26.9万股$247.5万4.8万股+22.0万股+455.67%加仓
G高盛ETF信托GINC
2.01%2.16%$1,246.7万22.4万股$1,116.5万22.9万股-5,019股-2.19%减仓
苹果AAPL
2%2.01%$1,241.0万4.3万股$1,037.3万4.2万股+830股+1.97%加仓
WWisdomTree·FLOATING RATE TREASURY FUNDUSFR
1.94%1.55%$1,201.3万23.9万股$798.9万15.9万股+8.0万股+50.34%加仓
英伟达NVDA
1.88%1.96%$1,161.6万5.8万股$1,011.8万6.1万股-3,205股-5.23%减仓
V先锋领航全球基金VOX
1.74%1.96%$1,075.5万5.8万股$1,014.4万5.8万股+85股+0.15%加仓
GGlobal X·URANIUM ETFURA
1.68%2.13%$1,038.8万23.8万股$1,098.1万24.2万股-4,738股-1.95%减仓
GGRANITESHARES GOLD TRUSTBAR
1.32%1.66%$815.6万20.6万股$857.7万19.3万股+1.3万股+6.95%加仓
特斯拉TSLA
1.28%1.28%$791.3万1.9万股$661.0万1.9万股+209股+1.12%加仓
伯克希尔哈撒韦BRK.B
1.12%1.26%$691.8万1.4万股$648.7万1.4万股+157股+1.15%加仓
V先锋领航·MIDVO
1.1%1.14%$678.3万8.4万股$591.1万2.1万股+6.3万股+300.09%加仓
微软MSFT
1.09%1.21%$674.0万1.8万股$626.2万1.7万股+626股+3.59%加仓
J摩根大通·ULTRA-SHORT INCOME ETFJPST
1.08%$666.6万13.2万股$00股+13.2万股新买入
AALPS O SHRS U S SML CP QLTY DIV ETFOUSM
1.06%1.15%$658.8万13.9万股$592.8万13.8万股+720股+0.52%加仓
谷歌AGOOGL
1.06%1.07%$657.2万1.8万股$550.8万2.0万股-1,749股-8.68%减仓
G高盛ETF信托GINC
1.01%0.96%$625.1万10.5万股$494.2万10.3万股+2,349股+2.28%加仓
BBlackRock Esg Cap Allocation TR SHS Ben IntECAT
0.91%0.86%$562.1万35.8万股$444.5万33.2万股+2.5万股+7.64%加仓
VVICORVICR
0.9%0.49%$558.2万1.5万股$251.1万1.8万股-2,958股-16.75%减仓
CColumbia Emerging Markets Ex-ChinaXCEM
0.76%0.7%$473.5万9.0万股$360.1万9.2万股-2,260股-2.46%减仓
亚马逊AMZN
0.72%0.73%$445.1万1.9万股$377.6万1.9万股-117股-0.62%减仓
I景顺·S&P MIDCAP QUALITY ETFXMHQ
0.62%0.66%$383.3万3.4万股$339.3万3.4万股+219股+0.65%加仓
DDimensional维度·U.S. SMALL CAP ETFDFAS
0.61%0.62%$376.8万4.6万股$321.9万4.7万股-754股-1.62%减仓
AAlphabet Inc Class CGOOG
0.59%0.55%$367.2万1.0万股$286.4万1.0万股-90股-0.86%减仓
F第一信托交易所交易基金SDVY
0.58%0.61%$360.3万8.4万股$314.4万8.2万股+1,846股+2.26%加仓
帕兰提尔PLTR
0.58%0.83%$357.4万3.1万股$430.7万3.1万股-679股-2.17%减仓
博通AVGO
0.55%0.47%$340.1万9,003股$243.8万8,310股+693股+8.34%加仓
Meta平台META
0.53%0.6%$330.0万5,858股$308.9万5,759股+99股+1.72%加仓
AADVISORSHARES TR ADVISORSHS ETFCWS
0.53%0.59%$328.5万4.8万股$306.6万4.8万股-198股-0.41%减仓
TTR ACTIVEBETA US LARGE CAP EQUITY ETFGSLC
0.53%0.54%$326.3万2.3万股$278.0万2.3万股+143股+0.63%加仓
PPACER FDS TR US LRG CP CASHCOWG
0.48%0.56%$297.2万7.4万股$290.7万8.9万股-1.5万股-16.51%减仓
CrowdStrikeCRWD
0.47%0.37%$291.8万3,824股$191.1万5,028股-1,204股-23.95%减仓
阿斯麦ASML
0.47%0.36%$287.9万1,447股$183.7万1,465股-18股-1.23%减仓
IISHARES INTEREST RATE HEDGED HIGH YIELD BOND ETFHYGH
0.44%0.51%$270.6万3.1万股$264.8万3.1万股+7股+0.02%加仓
摩根大通JPM
0.41%0.43%$251.9万7,696股$220.4万7,767股-71股-0.91%减仓
SSPDR黄金信托GLD
0.39%0.53%$241.9万6,567股$272.4万6,570股-3股-0.05%减仓
A美国世纪ETF信托AVSD
0.35%0.4%$217.4万2.7万股$204.5万2.9万股-1,516股-5.28%减仓
康宁GLW
0.32%0.15%$196.8万7,705股$77.1万5,997股+1,708股+28.48%加仓
埃克森美孚XOM
0.3%0.47%$186.1万1.4万股$242.9万1.4万股-555股-3.92%减仓

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