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MN Wealth Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
MN Wealth Advisors, LLC
报告期 2026-03-31 · CIK 0001992972
持仓数
124
前50大市值合计
$175.1M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 88 项
建仓 7
增持 36
减持 38
清仓 7
方向
标的
Δ市值
现股数(环比)
建仓
JGLO
JPMORGAN GLOBAL SELECT EQUITY ETF GLOBAL SELECT EQUITY ETF
+$4.5M
78,148
减持
BBIN
JPMORGAN BETABUILDERS INTERNATIONAL EQUITY ETF BETABUILDERS INTERNATIONAL E
-$4.0M
154,004
-34%
增持
BBUS
JPMORGAN BETABUILDERS U.S. EQUITY ETF
+$3.8M
269,237
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。
+7%
建仓
JIRE
JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF JPMORGAN INTERNATIONAL
+$3.4M
53,939
增持
JPM
JPMORGAN CHASE & CO COM
+$3.3M
46,627
+32%
建仓
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
+$1.4M
8,024
增持
RDVI
FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF
+$1.2M
92,973
+99%
增持
TLH
ISHARES 10-20 YEAR TREASURY BOND ETF
+$1.2M
30,924
+62%
减持
JCPB
JPMORGAN CORE PLUS BOND ETF JPMORGAN CORE PLUS BOND FUND
-$1.1M
140,414
-14%
减持
SPYM
SPDR PORTFOLIO S&P 500 ETF
-$947.1K
11,140
-62%
减持
BBSC
JPMORGAN BETABUILDERS U.S. SMALL CAP EQUITY FUND JPMORGAN BETABUILDERS U.S.
-$829.4K
5,423
-72%
清仓
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
-$770.3K
0
-100%
增持
JEMA
JPMORGAN ACTIVEBUILDERS EMERGING MARKETS EQUITY ETF
+$749.9K
173,757
+12%
建仓
PFE
PFIZER INC COM
+$704.2K
25,373
建仓
JAAA
JANUS DETROIT STREET TRUST JANUS HENDERSON AAA CLO ETF
+$620.5K
12,228
减持
NVDA
NVIDIA CORPORATION COM
+$610.1K
1,612
-6%
增持
AVUS
AVANTIS U.S. EQUITY ETF
+$414.7K
48,834
+1%
增持
TFLO
ISHARES TREASURY FLOATING RATE BOND ETF
+$398.8K
35,216
+28%
建仓
—
EXXON MOBIL CORP COM
+$371.3K
3,194
减持
LLY
ELI LILLY & CO COM
+$344.3K
1,902
-2%
增持
AAPL
APPLE INC COM
-$294.3K
14,231
+0%
清仓
PODD
INSULET CORP COM
-$287.9K
0
-100%
增持
SNOW
SNOWFLAKE INC CL A
+$277.9K
5,084
+86%
清仓
TSLA
TESLA INC COM
-$252.7K
0
-100%
减持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
-$245.4K
8,755
-27%
减持
TNDM
TANDEM DIABETES CARE INC COM NEW
-$237.7K
14,283
-43%
增持
DFIV
DIMENSIONAL INTERNATIONAL VALUE ETF
+$227.6K
43,817
+9%
建仓
ORCL
ORACLE CORP COM
+$225.4K
1,794
增持
SCHZ
SCHWAB US AGGREGATE BOND ETF
+$221.7K
50,865
+12%
增持
AVUV
AVANTIS U.S. SMALL CAP VALUE ETF
+$221.2K
10,752
+23%
清仓
DIS
DISNEY WALT CO COM
-$203.4K
0
-100%
增持
JPIE
JPMORGAN INCOME ETF
+$202.0K
60,735
+8%
减持
MSFT
MICROSOFT CORP COM
+$183.6K
4,218
-0%
减持
JPUS
JPMORGAN DIVERSIFIED RETURN USE EQUITY JPMORGAN DIVERSIFIED RETURN USE EQUI
+$178.9K
20,577
-1%
增持
BBHY
JPMORGAN BETABUILDERS USD HIGH YIELD CORPORATE BOND ETF
+$178.7K
44,984
+9%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$165.1K
2,552
+0%
减持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
-$150.3K
3,842
-23%
增持
—
PARAMOUNT GLOBAL CLASS B COM
-$143.6K
48,408
+0%
减持
JAVA
JPMORGAN ACTIVE VALUE ETF
-$136.4K
81,258
-10%
减持
ENPH
ENPHASE ENERGY INC COM
-$135.7K
5,954
-8%
减持
DXCM
DEXCOM INC COM
+$124.0K
9,538
-1%
减持
VYMI
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF
-$121.8K
15,450
-13%
减持
AVGO
BROADCOM INC COM
+$121.5K
587
-0%
增持
BIL
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
+$117.0K
100,347
+1%
减持
AMZN
AMAZON COM INC COM
-$113.5K
7,622
-12%
增持
AVGE
AVANTIS ALL EQUITY MARKETS ETF
+$104.7K
12,720
+5%
减持
SPY
SPDR S&P 500 ETF TRUST
-$98.4K
1,050
-23%
增持
HELO
JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF JPMORGAN HEDGED EQUITY LADDERED
+$96.9K
7,317
+24%
减持
META
META PLATFORMS INC CL A
+$95.8K
1,590
-17%
增持
WMT
WALMART INC COM
+$91.5K
10,830
+205%
减持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
-$84.3K
4,241
-29%
减持
GOOGL
ALPHABET INC CAP STK CL A
+$79.5K
7,127
-0%
增持
VO
VANGUARD MID-CAP ETF
+$79.2K
2,389
+7%
增持
SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
+$71.4K
5,079
+16%
减持
TRGP
TARGA RES CORP COM
+$66.5K
2,743
-1%
减持
JQUA
JPMORGAN U.S. QUALITY FACTOR ETF US QUALITY FACTOR FUND
+$66.2K
90,660
-8%
减持
BND
VANGUARD TOTAL BOND MARKET ETF
-$66.1K
24,964
-2%
增持
PEP
PEPSICO INC COM
+$56.5K
4,840
+4%
增持
ABBV
ABBVIE INC COM
+$56.2K
1,751
+3%
减持
IVV
ISHARES CORE S&P 500 ETF
+$53.2K
1,559
-3%
减持
EQBK
EQUITY BANCSHARES INC COM CL A
-$50.0K
18,164
-9%
减持
UNH
UNITEDHEALTH GROUP INC COM
-$49.8K
523
-11%
减持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
-$45.5K
5,924
-6%
减持
BBEU
JPMORGAN BETABUILDERS EUROPE ETF
+$36.4K
24,355
-2%
增持
KO
COCA COLA CO COM
+$33.9K
13,222
+1%
增持
CVX
CHEVRON CORP NEW COM
+$32.6K
2,651
+3%
增持
HSY
HERSHEY CO COM
+$30.5K
1,790
+5%
增持
IUSB
ISHARES CORE TOTAL USD BOND MARKET ETF
+$28.9K
23,292
+4%
减持
JVAL
JPMORGAN U.S. VALUE FACTOR ETF US VALUE FACTOR FUND
+$27.4K
11,960
-2%
减持
BBMC
JPMORGAN BETABUILDERS U.S. MID CAP EQUITY ETF BETABUILDERS US MID CAP EQUIT
+$25.6K
8,074
-5%
增持
VHT
VANGUARD HEALTH CARE ETF
+$22.5K
1,101
+0%
减持
—
FRONTIER COMMUNICATIONS PARENT COM
-$22.1K
8,250
-7%
增持
QQQ
INVESCO QQQ TRUST SERIES I
+$20.2K
1,406
+51%
减持
—
LUMINAR TECHNOLOGIES INC COM CL A
-$19.6K
10,900
-11%
减持
COST
COSTCO WHSL CORP NEW COM
+$17.9K
657
-6%
增持
JPEM
JPMORGAN DIVERSIFIED RETURN EMERGING MARKETS EQUITY ETF JPMORGAN DIVERSIFIE
+$15.7K
6,379
+3%
增持
MCD
MCDONALDS CORP COM
-$13.9K
1,398
+2%
增持
ARRY
ARRAY TECHNOLOGIES INC COM SHS
+$13.5K
60,870
+14%
增持
JPIN
PMXF DIVERSIFIED RETURN INTL EX-NORTH AMERICA EQUITY
+$13.4K
5,192
+1%
减持
TMO
THERMO FISHER SCIENTIFIC INC COM
+$13.3K
408
-3%
增持
UPS
UNITED PARCEL SERVICE INC CL B
-$12.0K
1,568
+1%
减持
AVDE
AVANTIS INTERNATIONAL EQUITY ETF
-$11.3K
8,277
-7%
减持
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
-$7.4K
1,221
-10%
增持
BBAG
JPMORGAN BETABUILDERS U.S. AGGREGATE BOND ETF
+$4.7K
26,418
+2%
减持
JGRO
JPMORGAN ACTIVE GROWTH ETF
-$555
83,920
-13%
清仓
—
SNOWFLAKE INC
-$20
0
-100%
清仓
—
ARRAY TECHNOLOGIES INC
-$12
0
-100%
清仓
—
PARAMOUNT GLOBAL
-$1
0
-100%
