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Magnus Financial Group LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Magnus Financial Group LLC
报告期 2026-03-31 · CIK 0001765216
持仓数
373
前50大市值合计
$902.1M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 28
增持 90
减持 21
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$11.7M
576,285
+45%
增持
SPYV
SPDR SER TR
+$10.7M
1,601,598
+6%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$10.3M
44,223
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
-81%
减持
USFR
WISDOMTREE TR
-$6.9M
140,357
-50%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$5.6M
322,192
+49%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$4.9M
235,319
+68%
增持
IJH
ISHARES TR
+$4.3M
725,390
+4%
增持
IJR
ISHARES TR
+$4.3M
304,976
+4%
增持
VUG
VANGUARD INDEX FDS
+$4.2M
127,744
+7%
增持
AAPL
APPLE INC
+$3.0M
121,443
+1%
增持
—
MANAGED PORTFOLIO SERIES
+$2.6M
823,779
+2%
增持
IEMG
ISHARES INC
+$2.4M
473,133
+2%
增持
IYR
ISHARES TR
+$2.3M
129,329
+4%
增持
IYF
ISHARES TR
+$2.2M
188,646
+3%
增持
TSLA
TESLA INC
+$2.0M
23,313
+12%
增持
—
EXXON MOBIL CORP
+$1.9M
55,842
+38%
增持
FPE
FIRST TR EXCH TRADED FD III
+$1.7M
1,425,060
+3%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$1.6M
32,041
+27%
增持
UTG
REAVES UTIL INCOME FD
+$1.5M
166,653
+15%
建仓
CGCP
CAPITAL GRP FIXED INCM ETF T
+$1.3M
58,288
增持
SPY
SPDR S&P 500 ETF TR
+$1.2M
22,274
+5%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$1.2M
284,521
+8%
清仓
SPGP
INVESCO EXCHANGE TRADED FD T
-$1.1M
0
-100%
增持
CVX
CHEVRON CORP NEW
+$939.0K
21,963
+50%
增持
META
META PLATFORMS INC
+$913.0K
9,550
+6%
增持
VB
VANGUARD INDEX FDS
+$908.0K
18,571
+16%
增持
JSI
JANUS DETROIT STR TR
+$897.6K
36,150
+84%
减持
JAAA
JANUS DETROIT STR TR
-$877.8K
204,791
-8%
增持
IEI
ISHARES TR
+$848.2K
23,871
+37%
增持
XLF
SELECT SECTOR SPDR TR
+$844.4K
42,416
+62%
减持
PDBC
INVESCO ACTVELY MNGD ETC FD
-$784.0K
881,915
-2%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$783.3K
76,994
+26%
减持
BAC
BANK AMERICA CORP
-$750.4K
16,742
-53%
减持
—
SUPER MICRO COMPUTER INC
-$748.0K
673
-46%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$747.8K
198,542
-1%
增持
JHMD
JOHN HANCOCK EXCHANGE TRADED
+$740.4K
298,124
+1%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$722.0K
81,161
+27%
增持
XLP
SELECT SECTOR SPDR TR
+$677.2K
24,393
+39%
减持
EFAV
ISHARES TR
+$649.1K
105,604
-2%
增持
DGRO
ISHARES TR
+$642.9K
21,411
+76%
增持
FTGC
FIRST TR EXCHANGE TRAD FD VI
+$633.2K
584,981
+6%
增持
LMT
LOCKHEED MARTIN CORP
+$606.6K
4,939
+1%
增持
XLI
SELECT SECTOR SPDR TR
+$594.7K
30,916
+5%
增持
XLV
SELECT SECTOR SPDR TR
+$578.8K
35,836
+6%
增持
HD
HOME DEPOT INC
+$574.1K
5,997
+11%
增持
XLC
SELECT SECTOR SPDR TR
+$556.3K
9,678
+160%
增持
AVDV
AMERICAN CENTY ETF TR
+$544.9K
81,933
+1%
增持
XLU
SELECT SECTOR SPDR TR
+$535.0K
20,533
+25%
增持
IWD
ISHARES TR
+$532.2K
20,394
+7%
增持
VOO
VANGUARD INDEX FDS
+$531.2K
9,094
+7%
增持
PAVE
GLOBAL X FDS
+$527.2K
21,079
+129%
减持
AMZN
AMAZON COM INC
-$518.5K
64,034
-1%
增持
MTBA
SIMPLIFY EXCHANGE TRADED FUN
+$518.2K
31,915
+43%
减持
BX
BLACKSTONE INC
+$496.9K
18,425
-2%
增持
SPYG
SPDR SER TR
+$492.5K
142,713
+1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$484.5K
12,544
-4%
增持
UNH
UNITEDHEALTH GROUP INC
+$469.7K
5,013
+4%
减持
JBBB
JANUS DETROIT STR TR
-$457.3K
23,513
-28%
增持
VGT
VANGUARD WORLD FD
+$450.9K
4,862
+17%
增持
KYN
KAYNE ANDERSON ENERGY INFRST
+$442.5K
190,570
+19%
增持
KBWB
INVESCO EXCH TRADED FD TR II
+$438.0K
12,292
+133%
增持
IEUR
ISHARES TR
+$434.6K
14,277
+87%
增持
XLY
SELECT SECTOR SPDR TR
+$431.0K
10,911
+13%
减持
JPM
JPMORGAN CHASE & CO.
+$415.5K
49,371
-0%
清仓
GAB
GABELLI EQUITY TR INC
-$406.5K
0
-100%
增持
GOOGL
ALPHABET INC
-$403.5K
32,443
+2%
增持
MBB
ISHARES TR
+$402.6K
11,048
+55%
增持
IBB
ISHARES TR
+$400.6K
12,863
+20%
增持
TLT
ISHARES TR
+$390.1K
8,846
+70%
建仓
FTHY
FIRST TR HIGH YIELD OPPRT 20
+$387.4K
25,622
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$376.9K
10,431
增持
ABBV
ABBVIE INC
+$375.2K
8,978
+10%
增持
QQQ
INVESCO QQQ TR
+$374.2K
10,816
+6%
增持
QDF
FLEXSHARES TR
+$373.1K
64,344
+1%
增持
IEF
ISHARES TR
+$358.0K
7,269
+92%
增持
BABA
ALIBABA GROUP HLDG LTD
+$357.9K
9,538
+5%
减持
LLY
ELI LILLY & CO
-$354.6K
5,814
-4%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$345.1K
27,066
+4%
建仓
—
LAM RESEARCH CORP
+$335.3K
411
增持
NVDA
NVIDIA CORPORATION
+$335.1K
33,614
+11%
增持
KWEB
KRANESHARES TRUST
+$333.3K
18,665
+67%
增持
WMT
WALMART INC
+$332.8K
19,310
+7%
建仓
URTH
ISHARES INC
+$332.5K
2,119
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$327.9K
108,316
-6%
增持
EFV
ISHARES TR
+$327.7K
9,413
+133%
增持
—
GLOBALSTAR INC
+$327.4K
2,709,761
+0%
增持
XLE
SELECT SECTOR SPDR TR
+$317.1K
62,037
+10%
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$315.0K
6,087
增持
AVGO
BROADCOM INC
+$314.8K
18,202
+934%
增持
MSFT
MICROSOFT CORP
-$293.6K
29,667
+2%
增持
FICO
FAIR ISAAC CORP
+$292.8K
634
+0%
建仓
MCO
MOODYS CORP
+$290.9K
613
增持
GS
GOLDMAN SACHS GROUP INC
+$288.1K
3,774
+8%
增持
ORCL
ORACLE CORP
+$274.1K
7,101
+7%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$273.9K
3,397
+3%
增持
GE
GE AEROSPACE
+$272.0K
3,383
+47%
减持
SHY
ISHARES TR
-$270.2K
5,141
-40%
减持
FPF
FIRST TR INTER DURATN PFD &
-$270.0K
128,646
-15%
增持
USXF
ISHARES TR
+$267.4K
20,485
+29%
增持
VBR
VANGUARD INDEX FDS
+$267.0K
10,612
+4%
增持
VNQ
VANGUARD INDEX FDS
+$265.7K
11,753
+12%
增持
XLRE
SELECT SECTOR SPDR TR
+$264.3K
24,172
+14%
建仓
IWO
ISHARES TR
+$264.1K
930
建仓
TMUS
T-MOBILE US INC
+$261.0K
1,265
增持
AXON
AXON ENTERPRISE INC
+$260.8K
2,280
+3%
增持
VO
VANGUARD INDEX FDS
+$260.1K
11,640
+0%
建仓
NOC
NORTHROP GRUMMAN CORP
+$258.4K
489
增持
BA
BOEING CO
-$256.4K
9,734
+2%
清仓
NAD
NUVEEN QUALITY MUNCP INCOME
-$252.6K
0
-100%
建仓
PAYX
PAYCHEX INC
+$250.6K
1,868
清仓
ITOT
ISHARES TR
-$248.5K
0
-100%
清仓
EW
EDWARDS LIFESCIENCES CORP
-$248.4K
0
-100%
清仓
XAR
SPDR SER TR
-$247.7K
0
-100%
减持
EWJ
ISHARES INC
-$247.2K
2,834
-57%
增持
IVW
ISHARES TR
+$244.4K
31,409
+5%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$242.2K
35,179
+8%
增持
DVY
ISHARES TR
+$241.6K
15,770
+1%
增持
RDNW
RUMBLEON INC
+$239.3K
76,500
+147%
增持
NKE
NIKE INC
+$238.9K
18,102
+0%
清仓
CMCSA
COMCAST CORP NEW
-$238.7K
0
-100%
减持
MCD
MCDONALDS CORP
+$238.5K
4,976
-1%
减持
VTV
VANGUARD INDEX FDS
+$232.9K
21,004
-2%
建仓
DHR
DANAHER CORPORATION
+$232.8K
837
建仓
TRV
TRAVELERS COMPANIES INC
+$230.4K
984
清仓
BANX
ARROWMARK FINANCIAL CORP
-$228.1K
0
-100%
增持
CAVA
CAVA GROUP INC
+$226.6K
5,091
+17%
建仓
AMT
AMERICAN TOWER CORP NEW
+$225.7K
970
增持
MS
MORGAN STANLEY
+$225.2K
11,439
+15%
建仓
AEP
AMERICAN ELEC PWR CO INC
+$225.2K
2,195
清仓
MPC
MARATHON PETE CORP
-$224.5K
0
-100%
建仓
PFF
ISHARES TR
+$221.2K
6,655
增持
—
WELLS FARGO CO NEW
+$220.0K
1,493
+5%
清仓
—
SEAGATE TECHNOLOGY HLDNGS PL
-$216.4K
0
-100%
建仓
OKE
ONEOK INC NEW
+$216.0K
2,370
建仓
AMD
ADVANCED MICRO DEVICES INC
+$215.6K
1,314
减持
BINC
BLACKROCK ETF TRUST II
-$215.1K
6,962
-38%
建仓
AGG
ISHARES TR
+$214.9K
2,122
建仓
ICE
INTERCONTINENTAL EXCHANGE IN
+$211.0K
1,313
建仓
CALX
CALIX INC
+$210.6K
5,430
建仓
—
JOHNSON CTLS INTL PLC
+$210.5K
2,712
建仓
VCR
VANGUARD WORLD FD
+$210.1K
617
建仓
GWW
GRAINGER W W INC
+$208.8K
201
增持
CAT
CATERPILLAR INC
+$208.2K
3,156
+2%
建仓
IXUS
ISHARES TR
+$207.1K
2,851
建仓
PAA
PLAINS ALL AMERN PIPELINE L
+$206.5K
11,889
清仓
USIG
ISHARES TR
-$206.3K
0
-100%
增持
FMB
FIRST TR EXCHANGE-TRADED FD
+$206.3K
101,700
+2%
增持
NYF
ISHARES TR
+$206.1K
20,256
+21%
建仓
TLH
ISHARES TR
+$205.1K
1,876
建仓
GEV
GE VERNOVA INC
+$203.5K
798
