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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 24
增持 64
减持 42
清仓 20
方向
标的
Δ市值
现股数(环比)
减持
IBIT
ISHARES BITCOIN TRUST ETF
-$8.0M
215,237
-37%
建仓
BITB
BITWISE BITCOIN ETF TR
+$7.7M
172,152
减持
VUG
VANGUARD INDEX FDS
-$5.2M
130,451
-0%
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。
减持
IJR
ISHARES TR
-$3.8M
306,106
-2%
增持
TSLA
TESLA INC
-$3.2M
23,091
+2%
增持
SPYV
SPDR SER TR
+$3.0M
1,724,275
+4%
减持
JNJ
JOHNSON & JOHNSON
-$2.5M
51,451
-33%
增持
—
MANAGED PORTFOLIO SERIES
+$2.5M
849,398
+2%
减持
AMZN
AMAZON COM INC
-$2.3M
68,963
-2%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$2.2M
329,315
+14%
增持
AAPL
APPLE INC
-$1.7M
139,120
+7%
增持
IEMG
ISHARES INC
+$1.7M
506,912
+3%
减持
—
GLOBALSTAR INC
-$1.6M
192,412
-93%
减持
GOOGL
ALPHABET INC
-$1.5M
39,128
-2%
减持
MSFT
MICROSOFT CORP
-$1.4M
29,875
-0%
减持
AVGO
BROADCOM INC
-$1.4M
17,044
-8%
增持
JHMD
JOHN HANCOCK EXCHANGE TRADED
+$1.2M
316,749
+3%
增持
IJH
ISHARES TR
-$1.2M
774,389
+4%
减持
GOOG
ALPHABET INC
-$1.1M
31,564
-1%
减持
JBBB
JANUS DETROIT STR TR
-$1.1M
28,164
-44%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.1M
12,734
+2%
增持
IYR
ISHARES TR
+$1.1M
144,650
+6%
建仓
PCMM
BONDBLOXX ETF TRUST
+$1.1M
21,060
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$904.5K
111,204
+28%
增持
EFAV
ISHARES TR
+$863.1K
107,684
+1%
减持
XLK
SELECT SECTOR SPDR TR
-$862.6K
14,560
-12%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$850.2K
38,134
+16%
减持
USFR
WISDOMTREE TR
-$799.0K
84,554
-16%
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$798.4K
1
增持
SPYG
SPDR SER TR
-$794.5K
148,053
+3%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$780.2K
215,258
+6%
建仓
BIL
SPDR SER TR
+$768.5K
8,378
增持
AVDV
AMERICAN CENTY ETF TR
+$751.6K
91,560
+6%
增持
PM
PHILIP MORRIS INTL INC
+$742.9K
7,372
+108%
增持
FTGC
FIRST TR EXCHANGE TRAD FD VI
+$731.3K
277,699
+5%
增持
IYF
ISHARES TR
+$699.8K
195,534
+1%
减持
VOOG
VANGUARD ADMIRAL FDS INC
-$695.7K
21,779
-0%
增持
—
SPOTIFY TECHNOLOGY S A
+$652.0K
6,343
+0%
减持
SOXX
ISHARES TR
-$637.6K
11,828
-11%
增持
XLI
SELECT SECTOR SPDR TR
+$627.0K
35,033
+16%
增持
FPE
FIRST TR EXCH TRADED FD III
+$604.9K
1,525,910
+3%
增持
IEI
ISHARES TR
+$590.4K
29,589
+18%
增持
UTG
REAVES UTIL INCOME FD
+$576.6K
187,075
+8%
增持
SPY
SPDR S&P 500 ETF TR
-$572.1K
23,526
+0%
增持
IEUR
ISHARES TR
+$562.1K
20,628
+64%
增持
XLV
SELECT SECTOR SPDR TR
+$558.2K
38,555
+5%
增持
CVX
CHEVRON CORP NEW
+$557.0K
21,752
+2%
减持
—
EXXON MOBIL CORP
+$534.8K
55,551
-2%
减持
ESGU
ISHARES TR
-$518.1K
4,880
-44%
减持
XLY
SELECT SECTOR SPDR TR
-$514.2K
10,820
-8%
建仓
SCHQ
SCHWAB STRATEGIC TR
+$505.8K
15,439
增持
XLP
SELECT SECTOR SPDR TR
+$502.7K
33,010
+18%
增持
XLC
SELECT SECTOR SPDR TR
+$500.3K
16,455
+47%
清仓
CTM
CASTELLUM INC
-$500.0K
0
-100%
建仓
ITM
VANECK ETF TRUST
+$498.7K
10,959
增持
BX
BLACKSTONE INC
-$488.5K
20,179
+5%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$479.8K
116,701
+4%
增持
NVDA
NVIDIA CORPORATION
-$479.6K
41,745
+12%
增持
JPM
JPMORGAN CHASE & CO.
+$478.3K
54,811
+1%
减持
VB
VANGUARD INDEX FDS
-$478.1K
18,801
-3%
增持
BABA
ALIBABA GROUP HLDG LTD
+$466.8K
9,177
+4%
减持
V
VISA INC
+$465.1K
15,522
-1%
增持
GLD
SPDR GOLD TR
+$461.6K
7,780
+6%
建仓
MO
ALTRIA GROUP INC
+$448.9K
7,480
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$448.8K
306,208
+2%
减持
QUAL
ISHARES TR
-$441.3K
21,381
-7%
建仓
NLY
ANNALY CAPITAL MANAGEMENT IN
+$440.9K
21,710
减持
VTEB
VANGUARD MUN BD FDS
-$424.7K
11,235
-43%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$421.9K
70,313
+23%
清仓
FCX
FREEPORT-MCMORAN INC
-$419.6K
0
-100%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$416.3K
1,865
+165%
建仓
PFFA
ETFIS SER TR I
+$415.7K
19,600
增持
JAAA
JANUS DETROIT STR TR
+$415.7K
221,218
+4%
增持
XLU
SELECT SECTOR SPDR TR
+$410.2K
28,854
+17%
增持
LLY
ELI LILLY & CO
+$409.8K
6,131
+2%
清仓
ADBE
ADOBE INC
-$409.6K
0
-100%
增持
IVE
ISHARES TR
+$406.8K
16,925
+15%
减持
SPTL
SPDR SER TR
-$372.2K
72,772
-19%
减持
IBB
ISHARES TR
-$369.2K
10,517
-19%
清仓
DAL
DELTA AIR LINES INC DEL
-$357.1K
0
-100%
清仓
UAL
UNITED AIRLS HLDGS INC
-$353.6K
0
-100%
增持
KYN
KAYNE ANDERSON ENERGY INFRST
+$341.7K
220,215
+13%
减持
VBR
VANGUARD INDEX FDS
-$340.9K
12,923
-7%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$329.7K
10,075
+110%
增持
VOO
VANGUARD INDEX FDS
+$328.9K
15,243
+9%
建仓
TSLX
SIXTH STREET SPECIALTY LENDI
+$322.4K
14,406
减持
FMB
FIRST TR EXCH TRADED FD III
-$317.7K
94,619
-5%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$306.1K
3,672
+33%
增持
PAVE
GLOBAL X FDS
+$303.9K
37,794
+36%
减持
DGRO
ISHARES TR
-$302.8K
13,880
-27%
清仓
PFF
ISHARES TR
-$295.6K
0
-100%
减持
SPYM
SPDR SER TR
-$294.4K
15,794
-18%
增持
FTHY
FIRST TR HIGH YIELD OPPRT 20
+$289.8K
53,535
+60%
增持
SCHG
SCHWAB STRATEGIC TR
-$288.5K
130,308
+2%
减持
EFG
ISHARES TR
-$286.7K
4,280
-42%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$286.0K
101,334
+18%
减持
ACM
AECOM
-$284.9K
2,526
-48%
减持
IVV
ISHARES TR
-$279.3K
8,530
-1%
清仓
AVAV
AEROVIRONMENT INC
-$277.6K
0
-100%
建仓
EQT
EQT CORP
+$266.7K
4,992
建仓
ACWV
ISHARES INC
+$265.3K
2,280
建仓
XAR
SPDR SER TR
+$262.9K
1,636
增持
IWF
ISHARES TR
+$262.3K
6,169
+26%
清仓
IONQ
IONQ INC
-$259.0K
0
-100%
减持
MS
MORGAN STANLEY
-$252.7K
11,811
-9%
建仓
IYM
ISHARES TR
+$251.7K
1,868
减持
IYW
ISHARES TR
-$250.9K
11,877
-1%
增持
PDBC
INVESCO ACTVELY MNGD ETC FD
+$247.0K
362,667
+0%
建仓
IAU
ISHARES GOLD TR
+$243.6K
4,132
清仓
VRT
VERTIV HOLDINGS CO
-$242.6K
0
-100%
减持
MTUM
ISHARES TR
-$241.2K
6,082
-14%
清仓
GM
GENERAL MTRS CO
-$240.5K
0
-100%
清仓
HEI
HEICO CORP NEW
-$239.4K
0
-100%
清仓
LIT
GLOBAL X FDS
-$236.8K
0
-100%
建仓
MPLX
MPLX LP
+$234.8K
4,387
清仓
—
APPLE INC
-$231.4K
0
-100%
增持
ABBV
ABBVIE INC
+$228.0K
6,581
+2%
清仓
IGM
ISHARES TR
-$228.0K
0
-100%
建仓
ICE
INTERCONTINENTAL EXCHANGE IN
+$227.8K
1,320
增持
BHST
BIOHARVEST SCIENCES INC
+$227.7K
71,733
+105%
增持
IEF
ISHARES TR
+$226.0K
5,239
+77%
减持
REGN
REGENERON PHARMACEUTICALS
-$224.2K
928
-19%
清仓
VLO
VALERO ENERGY CORP
-$222.9K
0
-100%
清仓
BKR
BAKER HUGHES COMPANY
-$221.2K
0
-100%
建仓
HOOD
ROBINHOOD MKTS INC
+$220.9K
5,308
清仓
SQ
BLOCK INC
-$217.4K
0
-100%
建仓
MCK
MCKESSON CORP
+$217.3K
323
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$217.2K
357,320
+2%
建仓
SCHZ
SCHWAB STRATEGIC TR
+$214.0K
9,241
增持
DIS
DISNEY WALT CO
-$213.2K
21,301
+2%
清仓
GWW
GRAINGER W W INC
-$211.9K
0
-100%
建仓
XLG
INVESCO EXCHANGE TRADED FD T
+$211.5K
4,596
建仓
SCHW
SCHWAB CHARLES CORP
+$211.1K
2,697
清仓
COF
CAPITAL ONE FINL CORP
-$210.3K
0
-100%
减持
CRM
SALESFORCE INC
-$207.8K
2,072
-9%
减持
CAT
CATERPILLAR INC
-$206.3K
3,392
-7%
建仓
TPR
TAPESTRY INC
+$205.6K
2,920
清仓
SUB
ISHARES TR
-$204.7K
0
-100%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$204.0K
581,397
+1%
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$202.4K
663
减持
IWN
ISHARES TR
-$201.8K
4,117
-18%
增持
—
BANK AMERICA CORP
+$201.3K
1,361
+12%
减持
HD
HOME DEPOT INC
-$200.9K
6,718
-2%
减持
VTIP
VANGUARD MALVERN FDS
-$199.2K
133,036
-6%
减持
ORCL
ORACLE CORP
-$195.8K
7,189
-0%
增持
VGT
VANGUARD WORLD FD
-$194.7K
5,326
+7%
减持
SHY
ISHARES TR
-$190.7K
34,041
-7%
增持
IVW
ISHARES TR
-$186.3K
35,587
+4%
增持
GDX
VANECK ETF TRUST
+$183.2K
11,352
+14%
增持
FPF
FIRST TR INTER DURATN PFD &
+$176.0K
138,551
+5%
