13FBOX
M3 Advisory Group, LLC · 13F 持仓分析
期权收益计算器 机构排行

M3 Advisory Group, LLC

No.7269 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.93亿
环比变动 Q1 2026
+$3,060.1万+18.9%
持仓股票数
156
新买入
18
加仓
83
减仓
45
清仓
11
持股不变
10
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
V先锋领航·SPECIALIZED FUNDSVIG
8.16%8.43%$1,572.8万6.6万股$1,367.8万6.4万股+2,871股+4.51%加仓
V先锋领航指数基金VOO
5.55%5.66%$1,071.1万1.6万股$917.9万1.5万股+235股+1.53%加仓
I景顺QQQ信托VOO
5.43%5.07%$1,046.8万1.4万股$822.8万1.4万股-40股-0.28%减仓
G通用动力VTI
5.08%5.1%$979.7万2.6万股$827.9万2.6万股+670股+2.60%加仓
V先锋领航指数基金VUG
4.85%4.62%$935.8万10.9万股$749.5万1.7万股+9.1万股+533.12%加仓
英伟达NVDA
3.43%3.64%$661.3万3.3万股$591.3万3.4万股-854股-2.52%减仓
IiShares安硕信托IVV
3.28%3.39%$631.7万8,435股$549.3万8,408股+27股+0.32%加仓
谷歌AGOOGL
3.15%3%$607.0万1.7万股$485.9万1.7万股+88股+0.52%加仓
苹果AAPL
2.53%2.64%$487.2万1.7万股$428.9万1.7万股-64股-0.38%减仓
SSPDR标普500 ETFSPY
2.49%2.54%$479.3万6,419股$412.7万6,346股+73股+1.15%加仓
SSPDR行业精选信托XLE
2.28%3.06%$440.1万8.3万股$497.1万8.1万股+1,728股+2.13%加仓
SSPDR行业精选信托XLK
1.76%1.44%$340.3万1.8万股$233.6万1.8万股+284股+1.62%加仓
S嘉信·U.S. LARGE-CAP VALUE ETFSCHV
1.69%1.76%$326.8万9.4万股$285.3万9.4万股+357股+0.38%加仓
V先锋领航斯科茨代尔基金VONG
1.67%1.69%$321.3万2.5万股$274.8万2.5万股+86股+0.34%加仓
SSPDR行业精选信托XLF
1.59%1.7%$306.3万5.7万股$275.8万5.6万股+1,272股+2.28%加仓
V先锋领航·FTSEVEA
1.5%1.61%$290.1万4.1万股$261.6万4.1万股-97股-0.24%减仓
VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK
1.4%0.78%$270.5万3.1万股$125.8万3,423股+2.7万股+799.04%加仓
DDELL TECHNOLOGIES INC CLASS CDELL
1.26%0.54%$242.0万5,609股$87.7万5,341股+268股+5.02%加仓
亚马逊AMZN
1.25%1.33%$241.8万1.0万股$215.2万1.0万股-187股-1.81%减仓
V先锋领航STAR基金VXUS
1.19%1.07%$230.0万2.7万股$174.1万2.3万股+4,329股+19.18%加仓
博通AVGO
1.14%1.16%$219.2万5,803股$188.6万6,094股-291股-4.78%减仓
微软MSFT
1.13%1.34%$218.4万5,854股$217.7万5,880股-26股-0.44%减仓
V先锋领航斯科茨代尔基金VONV
1.07%1.12%$206.4万1.9万股$182.0万1.9万股-4股-0.02%减仓
S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV
1.03%1.1%$198.0万1.2万股$178.3万1.2万股+315股+2.59%加仓
SSPDR行业精选信托XLP
1%1.18%$193.0万2.3万股$191.3万2.3万股-91股-0.39%减仓
特斯拉TSLA
0.95%0.98%$183.7万4,368股$158.9万4,275股+93股+2.18%加仓
SSPDR行业精选信托XLY
0.95%1.01%$182.7万1.6万股$164.5万1.5万股+486股+3.22%加仓
VVanEck Russia ETFBBH
0.9%0.93%$172.8万1.7万股$151.4万1.6万股+967股+6.18%加仓
IiShares安硕·U.S. TECHNOLOGY ETFIYW
0.85%0.78%$163.0万6,462股$126.6万6,977股-515股-7.38%减仓
V先锋领航指数基金VB
0.84%0.8%$162.5万5,360股$130.4万4,978股+382股+7.67%加仓
美光科技MU
0.81%0.31%$155.4万1,346股$49.5万1,465股-119股-8.12%减仓
S道富·EET MATERIALS SELECT SECTOR SPDR ETFXLB
0.8%0.92%$153.6万3.0万股$148.8万3.0万股+441股+1.48%加仓
摩根大通JPM
0.73%0.76%$140.2万4,282股$124.0万4,215股+67股+1.59%加仓
AAlphabet Inc Class CGOOG
0.69%0.67%$132.5万3,749股$107.9万3,762股-13股-0.35%减仓
SSPDR SER TR S&PXSD
0.66%0.41%$126.5万2,028股$65.8万2,017股+11股+0.55%加仓
S道富·EET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETFCWB
0.63%0.63%$122.4万1.1万股$102.0万1.1万股+210股+1.88%加仓
V先锋领航指数基金VTV
0.62%0.54%$120.2万5,514股$87.0万4,433股+1,081股+24.39%加仓
S道富SPYV
0.6%0.64%$116.5万1.9万股$104.2万1.8万股+749股+4.07%加仓
S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY
0.6%0.62%$116.3万1,653股$100.0万1,621股+32股+1.97%加仓
礼来LLY
0.54%0.47%$104.0万867股$76.6万833股+34股+4.08%加仓
IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY
0.48%0.58%$93.4万1.1万股$93.9万1.1万股00.00%持仓不变
BBANK OF AMERBAC
0.47%0.47%$91.2万1.6万股$76.0万1.6万股+409股+2.62%加仓
SSPDR行业精选信托XLU
0.44%0.5%$85.4万1.9万股$81.6万1.8万股+1,047股+5.89%加仓
PProShares信托NOBL
0.41%0.44%$79.9万1.4万股$72.1万6,802股+7,431股+109.25%加仓
V先锋领航斯科茨代尔基金VTWO
0.41%0.4%$78.5万6,466股$64.3万6,414股+52股+0.81%加仓
强生JNJ
0.4%0.45%$77.1万3,038股$73.4万3,003股+35股+1.17%加仓
PPOLEN DIVIDEND INCOME ETFDIVZ
0.39%0.46%$76.1万2.0万股$74.2万2.0万股+433股+2.17%加仓
VanEck ETF信托SMH
0.39%0.26%$75.7万1,154股$42.9万1,120股+34股+3.04%加仓
好市多COST
0.39%0.54%$74.3万795股$86.9万872股-77股-8.83%减仓
黑石集团BX
0.38%0.43%$72.6万6,174股$69.7万6,059股+115股+1.90%加仓

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