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

MGB Wealth Management, LLC

No.5291 数据截至 2025Q4
最新持仓市值 (Q4 2025)
$3.50亿
环比变动 Q3 2025
-$439.0万-1.2%
持仓股票数
308
新买入
24
加仓
151
减仓
56
清仓
29
持股不变
77
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Q4 2025 市值Q4 2025 股数上季度市值上季度股数股数变动操作
AAPPLOVINAPP
15.58%18.42%$5,446.4万8.1万股$6,521.8万9.1万股-9,938股-10.95%减仓
I景顺QQQ信托VOO
5.35%5.01%$1,870.7万3.0万股$1,773.0万3.0万股+895股+3.03%加仓
微软MSFT
3.51%3.73%$1,226.0万2.5万股$1,320.0万2.6万股-163股-0.64%减仓
SSPDR标普500 ETFSPY
3.38%2.92%$1,182.7万1.7万股$1,033.5万1.6万股+1,779股+11.45%加仓
博通AVGO
3.13%2.98%$1,092.5万3.2万股$1,056.5万3.2万股-553股-1.72%减仓
SSPDR SER TR S&PXSD
2.91%2.85%$1,015.8万3.2万股$1,007.2万3.2万股-3股-0.01%减仓
英伟达NVDA
2.73%2.9%$953.6万5.1万股$1,025.8万5.5万股-4,103股-7.43%减仓
苹果AAPL
2.21%2.03%$771.6万2.8万股$717.6万2.8万股+187股+0.66%加仓
SSPDR黄金信托GLD
1.59%1.35%$554.2万1.4万股$478.6万1.3万股+490股+3.63%加仓
沃尔玛WMT
1.27%1.13%$443.4万4.0万股$399.3万3.9万股+1,052股+2.72%加仓
摩根大通JPM
1.25%1.13%$438.0万1.4万股$401.5万1.3万股+862股+6.77%加仓
谷歌AGOOGL
1.21%0.92%$421.6万1.3万股$325.0万1.3万股+105股+0.79%加仓
IiShares白银信托SLV
1.11%0.67%$388.9万5.9万股$238.3万5.6万股+2,996股+5.33%加仓
F第一信托·USTFDN
1.04%1.11%$362.0万1.3万股$393.2万1.4万股-595股-4.24%减仓
F第一信托·USTQTEC
1.02%1.05%$355.3万1.5万股$371.4万1.6万股-759股-4.69%减仓
MCKESSON COMMCK
1.01%0.91%$354.5万4,316股$323.2万4,191股+125股+2.98%加仓
伯克希尔哈撒韦BRK.B
0.97%0.97%$339.9万6,758股$343.1万6,843股-85股-1.24%减仓
MAIN STR CAPMAIN
0.95%0.96%$333.3万5.5万股$338.4万5.3万股+1,970股+3.70%加仓
AALPS ETF信托AMLP
0.95%1.03%$330.6万7.0万股$365.3万7.8万股-7,543股-9.69%减仓
AAMPLIFY ETF TRDIVO
0.93%0.91%$326.0万7.3万股$320.7万7.2万股+1,221股+1.70%加仓
艾伯维ABBV
0.81%0.8%$283.9万1.2万股$284.3万1.2万股+25股+0.20%加仓
IISHARES EXPANDED TECH-SOFTWARE (US)IGV
0.78%0.83%$271.0万2.6万股$294.8万2.6万股00.00%持仓不变
V先锋领航国际股票指数基金VEU
0.74%0.64%$259.4万3.5万股$227.9万3.2万股+3,233股+10.11%加仓
V先锋领航指数基金VOO
0.73%0.72%$254.6万4,058股$256.4万4,188股-130股-3.10%减仓
伊顿ETN
0.73%0.84%$254.4万7,971股$297.0万7,978股-7股-0.09%减仓
V先锋领航指数基金VTV
0.72%0.41%$253.2万1.3万股$143.5万7,701股+5,546股+72.02%加仓
马拉松石油MPC
0.72%0.84%$251.9万1.5万股$298.6万1.5万股+11股+0.07%加仓
CCANADIAN NAT RESCNQ
0.72%0.68%$251.6万7.4万股$240.0万7.5万股-721股-0.96%减仓
WWEDBUSH SER TRIVES
0.7%0.45%$244.2万7.7万股$157.6万4.9万股+2.8万股+57.45%加仓
IiShares安硕信托EFV
0.68%0.18%$237.3万3.3万股$63.3万9,369股+2.4万股+254.42%加仓
亚马逊AMZN
0.68%0.64%$237.0万1.0万股$225.8万1.0万股00.00%持仓不变
IiShares安硕信托USMV
0.67%0.67%$235.9万2.5万股$237.9万2.5万股+21股+0.08%加仓
I景顺交易所交易基金信托PPA
0.66%0.52%$229.7万1.5万股$185.4万1.2万股+2,713股+22.72%加仓
SSPDR道富系列信托XAR
0.65%0.62%$226.9万9,401股$220.6万9,400股+1股+0.01%加仓
I景顺交易所交易基金信托PDP
0.63%0.63%$220.9万1.9万股$224.3万1.9万股-29股-0.15%减仓
VisaV
0.63%0.59%$220.6万6,280股$209.2万6,133股+147股+2.40%加仓
IINVESCO PHARMACEUTICALS ETFPJP
0.63%0.55%$220.0万2.1万股$194.6万2.1万股+8股+0.04%加仓
AAMPLIFY ETF TRHACK
0.61%0.66%$212.0万2.6万股$232.9万2.7万股-467股-1.74%减仓
家得宝HD
0.59%0.71%$207.3万6,021股$250.7万6,185股-164股-2.65%减仓
IiShares安硕·MSCI EAFE ETFEFA
0.58%0.53%$201.2万2.1万股$186.2万2.0万股+893股+4.47%加仓
PProShares信托NOBL
0.55%0.54%$192.2万1.8万股$190.3万1.8万股+8股+0.04%加仓
GGlobal X基金PAVE
0.54%0.52%$187.2万3.9万股$185.8万3.9万股00.00%持仓不变
VanEck ETF信托SMH
0.53%0.49%$183.6万5,090股$174.5万5,358股-268股-5.00%减仓
I景顺交易所交易基金信托CVY
0.51%0.5%$178.1万6.6万股$177.6万6.6万股+104股+0.16%加仓
IiShares安硕信托EEM
0.5%0.22%$173.2万3.2万股$77.5万1.5万股+1.7万股+118.09%加仓
帕兰提尔PLTR
0.49%0.47%$172.6万9,709股$167.9万9,209股+500股+5.43%加仓
TJXTJX
0.49%0.43%$170.1万1.1万股$152.7万1.1万股+462股+4.37%加仓
F第一信托·UST NORTH AMERICAN ENERGY INFRASTRUCTURE FUNDEMLP
0.47%0.47%$164.5万4.3万股$166.1万4.3万股+11股+0.03%加仓
VALERO ENERGY COMVLO
0.46%0.46%$160.2万9,831股$161.4万9,475股+356股+3.76%加仓
CencoraCOR
0.43%0.4%$151.5万4,486股$140.1万4,484股+2股+0.04%加仓

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