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现代财富管理 · 13F 持仓分析
期权收益计算器 机构排行

现代财富管理

Modern Wealth Management, LLCNo.672 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$83.95亿
环比变动 Q1 2026
+$25.55亿+43.7%
持仓股票数
1101
新买入
267
加仓
549
减仓
251
清仓
36
持股不变
34
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
F富达·MERRIMACK STR TRFBND
4.39%3.92%$3.69亿811.0万股$2.29亿501.6万股+309.5万股+61.70%加仓
J摩根大通·CORE PLUS BOND ETFJCPB
2.4%1.75%$2.02亿430.1万股$1.02亿218.6万股+211.5万股+96.72%加仓
S道富SPYM
2.36%1.61%$1.98亿225.9万股$9,426.3万122.2万股+103.6万股+84.79%加仓
PPUTNAM ETF TRUSTPVAL
2.31%1.84%$1.94亿380.9万股$1.07亿230.5万股+150.4万股+65.27%加仓
苹果AAPL
2.12%2.26%$1.78亿61.5万股$1.32亿51.7万股+9.8万股+18.91%加仓
J骏利亨德森JAAA
1.78%2.38%$1.49亿295.8万股$1.39亿275.6万股+20.2万股+7.33%加仓
IiShares安硕信托IVV
1.77%1.78%$1.49亿19.9万股$1.04亿15.8万股+4.1万股+25.95%加仓
SSPDR标普500 ETFSPY
1.74%0.98%$1.46亿19.6万股$5,726.8万8.7万股+10.8万股+123.99%加仓
AVANTIS INTLNGG
1.64%1.19%$1.38亿154.2万股$6,969.8万80.9万股+73.3万股+90.63%加仓
IiShares安硕信托LRGF
1.63%1.2%$1.37亿181.1万股$6,983.1万105.1万股+75.9万股+72.24%加仓
A美国世纪ETF信托AVEM
1.58%1.55%$1.33亿137.9万股$9,030.6万111.1万股+26.8万股+24.12%加仓
G通用动力VTI
1.54%1.65%$1.29亿35.0万股$9,624.8万29.8万股+5.2万股+17.41%加仓
VVictory·SHARES FREE CASH FLOW ETFVFLO
1.52%1.6%$1.28亿278.9万股$9,374.0万236.3万股+42.6万股+18.03%加仓
微软MSFT
1.35%1.44%$1.14亿30.5万股$8,429.7万22.8万股+7.6万股+33.43%加仓
SSPDR道富系列信托SPTM
1.22%1.89%$1.03亿112.9万股$1.10亿138.6万股-25.7万股-18.53%减仓
IiShares安硕信托IVW
1.21%1.16%$1.01亿73.6万股$6,794.7万59.3万股+14.3万股+24.08%加仓
I景顺QQQ信托VOO
1.09%1.27%$9,154.3万12.4万股$7,397.5万12.7万股-2,291股-1.81%减仓
V先锋领航斯科茨代尔基金VGIT
1.01%0.38%$8,491.3万144.0万股$2,211.8万37.3万股+106.7万股+286.06%加仓
GGMO US QUALITY ETFGMOV
0.99%0.65%$8,335.4万200.3万股$3,807.3万104.1万股+96.2万股+92.47%加仓
IiShares安硕信托IQLT
0.92%1.12%$7,751.2万156.4万股$6,546.1万139.7万股+16.8万股+12.01%加仓
PPIMCO太平洋投资管理ETFPYLD
0.88%0.05%$7,372.9万278.0万股$277.5万10.6万股+267.4万股+2,520.71%加仓
AAMERICAN CENTY ETF TR US QUALITY GROWQGRO
0.87%$7,292.0万59.2万股$00股+59.2万股新买入
IiShares安硕·MSCIQUAL
0.87%1.5%$7,291.1万33.2万股$8,752.6万45.4万股-12.2万股-26.82%减仓
IiShares安硕·U.S. SMALLCAP EQUITY FACTOR ETFSMLF
0.86%0.96%$7,212.0万80.9万股$5,581.1万73.4万股+7.5万股+10.23%加仓
IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY
0.83%0.66%$6,977.4万85.0万股$3,867.3万47.0万股+38.0万股+80.88%加仓
I景顺·NASDAQ 100 ETFQQQM
0.83%0.45%$6,959.3万23.0万股$2,648.8万11.0万股+12.0万股+108.62%加仓
IiShares安硕·S&PIVE
0.76%1.04%$6,364.6万28.0万股$6,056.4万28.6万股-6,066股-2.12%减仓
摩根大通JPM
0.74%0.83%$6,187.2万18.9万股$4,842.2万16.4万股+2.5万股+15.30%加仓
DDimensional维度ETF信托DFIS
0.73%0.74%$6,099.0万174.1万股$4,312.2万126.3万股+47.8万股+37.88%加仓
S嘉信·USSCHX
0.72%0.92%$6,048.1万205.5万股$5,397.7万208.9万股-3.4万股-1.62%减仓
英伟达NVDA
0.71%0.68%$5,939.2万29.7万股$3,955.0万22.5万股+7.2万股+31.90%加仓
S嘉信策略信托SCHF
0.69%0.94%$5,761.2万208.0万股$5,502.8万218.9万股-10.9万股-4.98%减仓
伯克希尔哈撒韦BRK.B
0.64%0.81%$5,379.7万10.8万股$4,759.8万9.9万股+8,037股+8.08%加仓
谷歌AGOOGL
0.62%0.69%$5,238.4万14.7万股$4,023.4万13.5万股+1.1万股+8.34%加仓
亚马逊AMZN
0.61%0.64%$5,111.4万21.4万股$3,715.0万17.6万股+3.8万股+21.56%加仓
S嘉信·U.S. BROAD MARKET ETFSCHB
0.55%0.66%$4,612.2万159.3万股$3,870.0万153.0万股+6.3万股+4.12%加仓
PPIMCO太平洋投资管理ETFMINT
0.55%0.06%$4,598.1万45.6万股$344.9万3.4万股+42.2万股+1,226.06%加仓
G高盛ETF信托GINC
0.54%0.5%$4,492.9万80.9万股$2,914.7万58.3万股+22.6万股+38.70%加仓
IiShares安硕·CURRENCY HEDGED MSCI JAPAN ETFHEWJ
0.51%0.67%$4,323.1万67.0万股$3,931.6万68.0万股-9,927股-1.46%减仓
B贝莱德ETF信托DYNF
0.5%0.32%$4,210.8万61.9万股$1,861.3万31.7万股+30.2万股+95.36%加仓
VVANECK MERK GOLD TRUSTOUNZ
0.48%0.43%$4,002.9万103.7万股$2,491.8万54.4万股+49.4万股+90.82%加仓
IiShares安硕·RUSSELLIWF
0.48%0.05%$3,994.1万32.2万股$320.5万7,452股+31.4万股+4,216.49%加仓
AAlphabet Inc Class CGOOG
0.47%0.48%$3,953.2万11.2万股$2,780.1万9.4万股+1.8万股+18.68%加仓
台积电TSM
0.46%0.58%$3,842.6万8.0万股$3,382.2万9.9万股-1.9万股-18.76%减仓
IiShares安硕信托IUSB
0.46%0.43%$3,839.4万83.2万股$2,537.3万55.1万股+28.1万股+51.12%加仓
JJ P MORGAN EXCHANGE TRADED FD INTRNL RES EQTJIRE
0.46%0.62%$3,824.7万46.4万股$3,610.5万46.9万股-4,929股-1.05%减仓
CColumbia Emerging Markets Ex-ChinaXCEM
0.44%$3,691.2万69.8万股$00股+69.8万股新买入
V先锋领航指数基金VTV
0.43%0.56%$3,632.1万16.7万股$3,277.5万16.7万股+16股+0.01%加仓
I景顺交易所交易基金信托PPA
0.41%0.36%$3,472.7万19.7万股$2,131.3万12.6万股+7.1万股+56.49%加仓
F第一信托·UST SENIOR LOAN FUNDFTSL
0.41%$3,433.8万76.7万股$00股+76.7万股新买入

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