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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 104 项
建仓 17
增持 49
减持 32
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
JGLO
JPMORGAN GLOBAL SELECT EQUITY ETF GLOBAL SELECT EQUITY ETF
+$2.7M
119,174
+52%
减持
JQUA
JPMORGAN U.S. QUALITY FACTOR ETF
-$2.1M
50,746
-44%
增持
BBUS
JPMORGAN BETABUILDERS U.S. EQUITY ETF
+$1.5M
274,419
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。
+2%
增持
BBHY
JPMORGAN BETABUILDERS USD HIGH YIELD CORPORATE BOND ETF
+$1.0M
67,605
+50%
清仓
AVGE
AVANTIS ALL EQUITY MARKETS ETF
-$888.1K
0
-100%
增持
JIRE
JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF
+$828.6K
67,192
+25%
增持
SPYM
SPDR PORTFOLIO S&P 500 ETF
+$820.6K
23,532
+111%
建仓
—
CBOE VEST 10 YR INT RATE HEDGE ETF
+$661.6K
26,491
增持
AAPL
APPLE INC COM
+$623.1K
14,545
+2%
建仓
MDB
MONGODB INC CL A
+$575.7K
2,303
增持
JPIE
JPMORGAN INCOME ETF
+$571.1K
73,431
+21%
建仓
SHY
ISHARES 1-3 YEAR TREASURY BOND ETF
+$552.9K
6,771
增持
NVDA
NVIDIA CORPORATION COM
+$525.1K
16,045
+895%
增持
JAAA
JANUS DETROIT STREET TRUST JANUS HENDERSON AAA CLO ETF
+$515.6K
22,328
+83%
减持
TLH
ISHARES 10-20 YEAR TREASURY BOND ETF
-$447.5K
27,268
-12%
减持
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
-$354.0K
6,118
-24%
减持
BIL
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
-$350.7K
96,548
-4%
减持
JCPB
JPMORGAN CORE PLUS BOND ETF
-$332.7K
134,188
-4%
建仓
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$319.1K
12,599
建仓
PODD
INSULET CORP COM
+$305.9K
1,516
建仓
LNG
CHENIERE ENERGY INC COM NEW
+$293.4K
1,678
建仓
JMEE
JPMORGAN MARKET EXPANSION ENHANCED EQUITY ETF
+$287.3K
5,073
减持
BBMC
JPMORGAN BETABUILDERS U.S. MID CAP EQUITY ETF
-$274.8K
5,358
-34%
增持
PFE
PFIZER INC COM
+$268.1K
34,309
+35%
建仓
CHWY
CHEWY INC CL A
+$259.5K
9,525
建仓
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
+$257.4K
4,540
增持
AVUV
AVANTIS U.S. SMALL CAP VALUE ETF
+$255.1K
14,074
+31%
增持
HELO
JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF
+$244.4K
11,167
+53%
建仓
CRWD
CROWDSTRIKE HLDGS INC CL A
+$241.8K
631
建仓
NFLX
NETFLIX INC COM
+$239.6K
355
减持
LLY
ELI LILLY & CO COM
+$234.9K
1,894
-0%
建仓
MARM
FT VEST U.S. EQUITY MAX BUFFER ETF - MARCH
+$223.1K
7,500
增持
AVUS
AVANTIS U.S. EQUITY ETF
+$223.0K
50,933
+4%
建仓
TSLA
TESLA INC COM
+$221.0K
1,117
增持
MSFT
MICROSOFT CORP COM
+$216.1K
4,454
+6%
建仓
DFEB
FT VEST U.S. EQUITY DEEP BUFFER ETF - FEBRUARY
+$204.8K
5,077
建仓
FLDR
FIDELITY LOW DURATION BOND FACTOR ETF
+$201.5K
4,037
增持
ARRY
ARRAY TECHNOLOGIES INC COM SHS
-$199.9K
68,978
+13%
减持
GOOGL
ALPHABET INC CAP STK CL A
+$198.7K
6,755
-5%
减持
JGRO
JPMORGAN ACTIVE GROWTH ETF
+$192.0K
80,959
-4%
增持
AVGO
BROADCOM INC COM
+$190.6K
603
+3%
减持
ENPH
ENPHASE ENERGY INC COM
-$190.4K
5,315
-11%
增持
TRGP
TARGA RES CORP COM
+$181.3K
3,793
+38%
增持
JPM
JPMORGAN CHASE & CO. COM
+$157.4K
46,954
+1%
增持
VRTX
VERTEX PHARMACEUTICALS INC COM
+$148.8K
2,663
+1%
增持
AMZN
AMAZON COM INC COM
+$144.0K
7,926
+4%
减持
JEMA
JPMORGAN ACTIVEBUILDERS EMERGING MARKETS EQUITY ETF
-$131.2K
163,379
-6%
减持
BBEU
JPMORGAN BETABUILDERS EUROPE ETF
-$130.5K
22,353
-8%
建仓
—
INSULET CORP COM
+$121.1K
600
增持
DXCM
DEXCOM INC COM
-$114.2K
10,661
+12%
减持
BBSC
JPMORGAN BETABUILDERS U.S. SMALL CAP EQUITY FUND
-$111.2K
3,771
-30%
减持
BBAG
JPMORGAN BETABUILDERS U.S. AGGREGATE BOND ETF
-$111.0K
24,241
-8%
增持
JAVA
JPMORGAN ACTIVE VALUE ETF
+$108.0K
83,944
+3%
增持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
+$103.2K
6,016
+42%
减持
WMT
WALMART INC COM
+$97.6K
9,655
-11%
减持
VYMI
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF
-$97.2K
14,093
-9%
增持
COST
COSTCO WHSL CORP NEW COM
+$93.2K
676
+3%
增持
TNDM
TANDEM DIABETES CARE INC COM NEW
+$87.4K
14,723
+3%
减持
QQQ
INVESCO QQQ TRUST SERIES I
-$76.6K
1,180
-16%
增持
SNOW
SNOWFLAKE INC CL A
+$68.7K
6,590
+30%
增持
META
META PLATFORMS INC CL A
+$68.1K
1,666
+5%
增持
—
PARAMOUNT GLOBAL CLASS B COM
-$64.5K
48,630
+0%
减持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
-$62.1K
3,504
-9%
减持
JPUS
JPMORGAN DIVERSIFIED RETURN USE EQUITY
-$61.4K
20,546
-0%
增持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
+$58.3K
8,989
+3%
减持
SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
-$54.0K
4,542
-11%
增持
KO
COCA COLA CO COM
+$51.8K
13,523
+2%
增持
—
EXXON MOBIL CORP COM
+$51.1K
3,669
+15%
增持
RDVI
FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF
+$41.9K
99,139
+7%
增持
ORCL
ORACLE CORP COM
+$40.2K
1,880
+5%
减持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
-$38.9K
5,576
-6%
减持
IUSB
ISHARES CORE TOTAL USD BOND MARKET ETF
-$33.2K
22,749
-2%
减持
IVV
ISHARES CORE S&P 500 ETF
+$32.4K
1,557
-0%
减持
TFLO
ISHARES TREASURY FLOATING RATE BOND ETF
-$31.2K
34,621
-2%
增持
PEP
PEPSICO INC COM
-$29.8K
4,955
+2%
减持
EQBK
EQUITY BANCSHARES INC COM CL A
-$29.6K
16,895
-7%
增持
BBIN
JPMORGAN BETABUILDERS INTERNATIONAL EQUITY ETF
-$25.1K
156,329
+2%
增持
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
+$24.4K
1,231
+1%
增持
SPY
SPDR S&P 500 ETF TRUST
+$24.0K
1,054
+0%
减持
VO
VANGUARD MID-CAP ETF
-$21.9K
2,375
-1%
清仓
—
LUMINAR TECHNOLOGIES INC COM CL A
-$21.5K
0
-100%
减持
MCD
MCDONALDS CORP COM
-$19.9K
837
-40%
增持
JPIN
PMXF DIVERSIFIED RETURN INTL EX-NORTH AMERICA EQUITY
+$19.5K
5,644
+9%
增持
XBI
SPDR S&P BIOTECH ETF
+$19.3K
12,946
+4%
增持
DFIV
DIMENSIONAL INTERNATIONAL VALUE ETF
+$18.4K
45,315
+3%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$18.3K
544
+4%
增持
UPS
UNITED PARCEL SERVICE INC CL B
-$18.3K
1,569
+0%
减持
HLN
HALEON PLC SPON ADS
-$17.3K
27,830
-4%
减持
JPEM
JPMORGAN DIVERSIFIED RETURN EMERGING MARKETS EQUITY ETF
-$17.0K
5,989
-6%
减持
AVDE
AVANTIS INTERNATIONAL EQUITY ETF
-$13.9K
8,251
-0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$11.8K
2,609
+2%
清仓
—
MFA FINL INC 6.25 06/15/2024
-$10.0K
0
-100%
减持
CVX
CHEVRON CORP NEW COM
+$9.2K
626
-76%
增持
SCHZ
SCHWAB US AGGREGATE BOND ETF
+$8.1K
51,511
+1%
增持
TMO
THERMO FISHER SCIENTIFIC INC COM
-$5.3K
419
+3%
增持
ABBV
ABBVIE INC COM
-$4.6K
1,833
+5%
增持
BND
VANGUARD TOTAL BOND MARKET ETF
-$3.6K
25,115
+1%
增持
HSY
HERSHEY CO COM
+$3.3K
1,912
+7%
建仓
—
ARRAY TECHNOLOGIES INC COM SHS
+$3.1K
300
增持
JVAL
JPMORGAN U.S. VALUE FACTOR ETF US VALUE FACTOR FUND
-$3.0K
12,107
+1%
减持
—
FRONTIER COMMUNICATIONS PARENT COM
-$1.7K
7,655
-7%
清仓
—
NVIDIA CORPORATION COM
-$90
0
-100%
清仓
—
SPDR S&P 500 ETF TRUST
-$52
0
-100%
清仓
—
INVESCO QQQ TRUST SERIES I
-$29
0
-100%
