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

Massachusetts Wealth Management

No.6221 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.62亿
环比变动 Q1 2026
+$3,175.2万+13.8%
持仓股票数
98
新买入
1
加仓
55
减仓
24
清仓
1
持股不变
18
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
J摩根大通·ULTRA-SHORT INCOME ETFJPST
5.35%5.53%$1,403.5万27.8万股$1,276.8万25.2万股+2.5万股+10.01%加仓
SSPDR行业精选信托XLK
4.32%3.39%$1,132.7万5.9万股$782.0万5.9万股+617股+1.05%加仓
美光科技MU
3.53%1.2%$926.7万8,028股$278.0万8,228股-200股-2.43%减仓
S道富XLI
2.76%2.7%$725.5万3.9万股$622.9万3.9万股+655股+1.70%加仓
GE VernovaGEV
2.74%2.3%$718.4万6,115股$530.7万6,080股+35股+0.58%加仓
C花旗集团C
2.73%2.53%$717.5万5.1万股$583.8万5.1万股-210股-0.41%减仓
摩根大通JPM
2.54%2.61%$667.9万2.0万股$601.4万2.0万股-40股-0.20%减仓
卡特彼勒CAT
2.49%1.89%$654.0万6,141股$435.4万6,146股-5股-0.08%减仓
苹果AAPL
2.36%2.37%$619.9万2.1万股$547.5万2.2万股-150股-0.70%减仓
埃克森美孚XOM
2.31%3.28%$606.3万4.4万股$756.7万4.5万股-250股-0.56%减仓
康宁GLW
2.28%1.38%$599.4万2.3万股$319.1万2.3万股00.00%持仓不变
SSPDR行业精选信托XLF
2.17%2.23%$569.1万10.6万股$515.3万10.4万股+1,788股+1.71%加仓
GE航空GE
2.11%1.81%$554.6万1.5万股$417.7万1.5万股+120股+0.82%加仓
V先锋领航斯科茨代尔基金BSV
1.9%2.17%$497.5万6.3万股$499.8万6.3万股-100股-0.16%减仓
雪佛龙CVX
1.79%2.55%$470.0万2.8万股$589.2万2.8万股-125股-0.44%减仓
强生JNJ
1.73%1.88%$453.3万1.8万股$434.5万1.8万股+75股+0.42%加仓
康菲石油COP
1.7%2.48%$445.8万4.3万股$571.6万4.3万股-425股-0.98%减仓
BBANK OF AMERBAC
1.65%1.6%$431.9万7.6万股$368.6万7.6万股+175股+0.23%加仓
斯伦贝谢SLB
1.59%2%$418.0万9.0万股$462.2万9.0万股-25股-0.03%减仓
SSPDR行业精选信托XLE
1.59%2.04%$417.1万7.9万股$469.7万7.7万股+1,863股+2.43%加仓
S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV
1.5%1.52%$393.6万2.5万股$350.7万2.4万股+890股+3.72%加仓
英伟达NVDA
1.46%1.44%$383.6万1.9万股$333.1万1.9万股+75股+0.39%加仓
道富·CORP COMSTT
1.39%1.19%$365.5万2.2万股$274.6万2.2万股-150股-0.69%减仓
微软MSFT
1.39%1.56%$363.7万9,749股$360.5万9,739股+10股+0.10%加仓
礼来LLY
1.37%1.2%$359.8万3,000股$275.9万3,000股00.00%持仓不变
沃尔玛WMT
1.33%1.66%$349.4万3.1万股$381.9万3.1万股+125股+0.41%加仓
康明斯CMI
1.32%1.13%$347.7万4,875股$261.2万4,855股+20股+0.41%加仓
V先锋领航指数基金VOO
1.26%1.13%$330.8万4,492股$259.7万4,499股-7股-0.16%减仓
自由港麦克莫兰FCX
1.26%1.35%$330.2万5.3万股$312.6万5.3万股-675股-1.27%减仓
迪尔DE
1.24%1.24%$324.5万5,116股$285.4万5,066股+50股+0.99%加仓
默沙东MRK
1.16%1.23%$304.8万2.4万股$284.0万2.4万股+110股+0.47%加仓
AAlphabet Inc Class CGOOG
1.14%1.02%$298.4万8,446股$234.4万8,171股+275股+3.37%加仓
可口可乐KO
1.12%1.18%$293.1万3.6万股$271.2万3.6万股+400股+1.12%加仓
特灵科技TT
1.11%1.09%$291.5万5,935股$251.7万6,040股-105股-1.74%减仓
艾默生电气EMR
1.08%1.12%$283.4万2.0万股$258.1万2.0万股+100股+0.51%加仓
WELLS FARGO NEWWFC
1.04%1.14%$273.2万3.3万股$263.1万3.3万股+15股+0.05%加仓
辉瑞PFE
1.02%1.34%$266.8万11.1万股$308.9万11.0万股+800股+0.73%加仓
SSPDR行业精选信托XLP
1%1.09%$262.3万3.2万股$250.5万3.1万股+1,025股+3.35%加仓
伯克希尔哈撒韦BRK.B
0.99%1.08%$260.3万5,202股$248.8万5,192股+10股+0.19%加仓
3M COMMMM
0.95%0.97%$250.5万1.5万股$223.7万1.5万股+70股+0.45%加仓
KONTOOR BRANDSKTB
0.92%0.88%$241.4万2.9万股$202.5万2.9万股+150股+0.52%加仓
好市多COST
0.91%1.13%$239.5万2,560股$260.1万2,610股-50股-1.92%减仓
艾伯维ABBV
0.89%0.88%$234.7万9,325股$203.4万9,350股-25股-0.27%减仓
AMGEN COMAMGN
0.88%0.96%$229.9万6,347股$221.6万6,297股+50股+0.79%加仓
INGERSOLL RAND COMIR
0.86%0.96%$226.8万2.8万股$220.5万2.8万股+140股+0.51%加仓
亚马逊AMZN
0.86%0.84%$226.7万9,510股$193.7万9,300股+210股+2.26%加仓
ILLINOIS TOOLITW
0.82%0.9%$215.0万7,948股$206.6万7,938股+10股+0.13%加仓
V先锋领航债券指数基金BSV
0.81%0.94%$213.8万2.7万股$217.5万2.8万股-300股-1.08%减仓
NORFOLK SOUTHN COMNSC
0.74%0.75%$194.3万6,175股$173.8万6,055股+120股+1.98%加仓
IiShares安硕信托ITA
0.74%0.75%$194.1万8,008股$173.6万7,935股+73股+0.92%加仓

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