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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 107 项
建仓 14
增持 37
减持 48
清仓 8
方向
标的
Δ市值
现股数(环比)
建仓
FEGE
FIRST EAGLE GLOBAL EQUITY ETF
+$8.2M
217,244
减持
JGLO
JPMORGAN GLOBAL SELECT EQUITY ETF GLOBAL SELECT EQUITY ETF
-$7.5M
23,720
-84%
减持
JEMA
JPMORGAN ACTIVEBUILDERS EMERGING MARKETS EQUITY ETF
-$4.8M
16,539
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。
-89%
建仓
AVEM
AVANTIS EMERGING MARKETS EQUITY ETF
+$4.0M
66,331
减持
BBUS
JPMORGAN BETABUILDERS U.S. EQUITY ETF
-$3.9M
270,775
-8%
增持
JPM
JPMORGAN CHASE & CO. COM
+$3.5M
15,994
+900%
减持
BIL
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
-$2.9M
34,900
-47%
建仓
FBCG
FIDELITY BLUE CHIP GROWTH ETF
+$2.8M
70,077
清仓
RDVI
FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF
-$2.3M
0
-100%
减持
SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
-$2.1M
38,032
-35%
增持
JIRE
JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF
+$1.3M
88,527
+18%
清仓
VO
VANGUARD MID-CAP ETF
-$1.1M
0
-100%
减持
DFIV
DIMENSIONAL INTERNATIONAL VALUE ETF
-$1.0M
15,824
-66%
增持
JGRO
JPMORGAN ACTIVE GROWTH ETF
+$1.0M
112,947
+25%
减持
BBIN
JPMORGAN BETABUILDERS INTERNATIONAL EQUITY ETF
-$1.0M
84,363
-22%
减持
JCPB
JPMORGAN CORE PLUS BOND ETF
-$940.7K
114,234
-17%
减持
AAPL
APPLE INC COM
-$831.9K
13,394
-12%
建仓
BF/B
BROWN FORMAN CORP CL B
+$669.4K
19,722
减持
AVUV
AVANTIS U.S. SMALL CAP VALUE ETF
-$652.8K
21,871
-18%
减持
JAVA
JPMORGAN ACTIVE VALUE ETF
-$579.6K
123,706
-7%
增持
JPIE
JPMORGAN INCOME ETF
+$542.6K
82,361
+16%
减持
TFLO
ISHARES TREASURY FLOATING RATE BOND ETF
-$507.3K
23,942
-30%
建仓
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
+$485.6K
2,841
减持
TLH
ISHARES 10-20 YEAR TREASURY BOND ETF
-$484.9K
31,206
-17%
建仓
IVW
ISHARES S&P 500 GROWTH ETF
+$469.7K
5,060
建仓
JMOM
JPMORGAN U.S. MOMENTUM FACTOR ETF
+$449.4K
7,973
清仓
—
CBOE VEST 10 YR INT RATE HEDGE ETF
-$447.7K
0
-100%
减持
TNDM
TANDEM DIABETES CARE INC COM NEW
-$443.2K
10,623
-41%
建仓
DYNF
ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF
+$406.2K
8,330
增持
AVGO
BROADCOM INC COM
-$395.6K
6,365
+1%
增持
MRNA
MODERNA INC COM
-$391.0K
30,318
+1%
增持
AVUS
AVANTIS U.S. EQUITY ETF
+$356.0K
61,884
+12%
减持
MDB
MONGODB INC CL A
-$352.4K
3,450
-16%
建仓
EFV
ISHARES MSCI EAFE VALUE ETF
+$348.5K
5,913
清仓
JMEE
JPMORGAN SMALL & MID CAP ENHANCED EQUITY ETF
-$336.0K
0
-100%
增持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
+$321.8K
11,266
+38%
建仓
—
EATON CORP PLC SHS
+$317.2K
1,167
增持
HELO
JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF
+$316.9K
21,295
+38%
减持
BBMC
JPMORGAN BETABUILDERS U.S. MID CAP EQUITY ETF
-$312.0K
4,352
-41%
建仓
IVE
ISHARES S&P 500 VALUE ETF
+$308.9K
1,620
清仓
PLTR
PALANTIR TECHNOLOGIES INC CL A
-$295.8K
0
-100%
增持
KO
COCA COLA CO COM
+$294.9K
19,310
+10%
减持
GOOGL
ALPHABET INC CAP STK CL A
-$294.5K
8,044
-1%
建仓
INTU
INTUIT COM
+$288.1K
469
建仓
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
+$281.9K
4,933
减持
AMZN
AMAZON COM INC COM
-$263.5K
6,666
-5%
增持
PEP
PEPSICO INC COM
+$254.2K
8,764
+26%
建仓
EFG
ISHARES MSCI EAFE GROWTH ETF
+$244.1K
2,440
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$243.7K
2,701
+2%
清仓
BBSC
JPMORGAN BETABUILDERS U.S. SMALL CAP EQUITY FUND
-$233.4K
0
-100%
清仓
—
ROYAL CARIBBEAN GROUP COM
-$232.9K
0
-100%
减持
—
PARAGON 28 INC COM
+$215.1K
83,335
-1%
增持
VKTX
VIKING THERAPEUTICS INC COM
+$212.4K
18,628
+216%
增持
DELL
DELL TECHNOLOGIES INC CL C
+$208.5K
7,521
+82%
清仓
UPS
UNITED PARCEL SERVICE INC CL B
-$200.1K
0
-100%
增持
MSFT
MICROSOFT CORP COM
-$197.5K
4,718
+1%
增持
SPYM
SPDR PORTFOLIO S&P 500 ETF
+$158.6K
33,725
+13%
增持
DXCM
DEXCOM INC COM
-$144.8K
21,070
+3%
减持
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
-$140.5K
7,492
-9%
减持
BBEU
JPMORGAN BETABUILDERS EUROPE ETF
+$128.1K
21,336
-1%
减持
PFE
PFIZER INC COM
-$124.8K
17,380
-18%
增持
GLD
SPDR GOLD SHARES
+$116.1K
1,429
+17%
增持
NVDA
NVIDIA CORPORATION COM
-$103.2K
17,959
+18%
减持
SPY
SPDR S&P 500 ETF TRUST
-$103.1K
979
-12%
减持
BBHY
JPMORGAN BETABUILDERS USD HIGH YIELD CORPORATE BOND ETF
-$102.2K
55,889
-4%
减持
ARRY
ARRAY TECHNOLOGIES INC COM SHS
-$90.3K
21,684
-33%
增持
TRGP
TARGA RES CORP COM
+$89.7K
3,280
+3%
增持
TSLA
TESLA INC COM
-$86.5K
1,541
+28%
减持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
-$79.0K
3,286
-10%
增持
CVX
CHEVRON CORP NEW COM
+$75.8K
2,790
+5%
减持
HSY
HERSHEY CO COM
-$75.6K
1,468
-24%
减持
LLY
ELI LILLY & CO COM
+$73.0K
2,104
-2%
增持
JBND
JPMORGAN ACTIVE BOND ETF
+$72.8K
16,087
+7%
减持
ENPH
ENPHASE ENERGY INC COM
-$69.0K
10,132
-0%
增持
ABBV
ABBVIE INC COM
+$68.6K
1,990
+2%
增持
TMO
THERMO FISHER SCIENTIFIC INC COM
+$66.7K
594
+35%
减持
ORCL
ORACLE CORP COM
-$55.0K
1,859
-2%
减持
VYMI
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF
+$52.5K
13,917
-3%
减持
IVV
ISHARES CORE S&P 500 ETF
-$50.0K
1,514
-1%
增持
LNG
CHENIERE ENERGY INC COM NEW
+$49.3K
1,613
+7%
增持
EQBK
EQUITY BANCSHARES INC COM CL A
-$47.9K
16,655
+0%
减持
JAAA
JANUS HENDERSON AAA CLO ETF
-$47.8K
13,671
-6%
减持
COST
COSTCO WHSL CORP NEW COM
-$44.9K
634
-10%
增持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
+$44.4K
7,344
+9%
减持
CPB
THE CAMPBELLS COMPANY COM
-$42.9K
19,186
-1%
减持
AVDE
AVANTIS INTERNATIONAL EQUITY ETF
+$38.9K
8,393
-0%
增持
NVO
NOVO-NORDISK A S ADR
-$38.7K
2,889
+4%
减持
JPEM
JPMORGAN DIVERSIFIED RETURN EMERGING MARKETS EQUITY ETF
-$36.7K
4,559
-15%
减持
JVAL
JPMORGAN U.S. VALUE FACTOR ETF US VALUE FACTOR FUND
-$36.4K
11,647
-3%
减持
MCD
MCDONALDS CORP COM
-$35.5K
1,504
-14%
增持
MARM
FT VEST U.S. EQUITY MAX BUFFER ETF - MARCH
+$33.0K
7,650
+14%
增持
JQUA
JPMORGAN U.S. QUALITY FACTOR ETF
+$29.4K
6,176
+11%
减持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
-$29.3K
35,727
-3%
减持
JPUS
JPMORGAN DIVERSIFIED RETURN USE EQUITY
-$29.2K
19,099
-2%
减持
BBAG
JPMORGAN BETABUILDERS U.S. AGGREGATE BOND ETF
-$27.7K
17,030
-5%
减持
BND
VANGUARD TOTAL BOND MARKET ETF
-$26.4K
19,627
-4%
增持
WMT
WALMART INC COM
-$24.6K
11,549
+0%
减持
JPIN
PMXF DIVERSIFIED RETURN INTL EX-NORTH AMERICA EQUITY
-$21.6K
6,704
-11%
增持
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
-$21.1K
1,278
+4%
减持
VRTX
VERTEX PHARMACEUTICALS INC COM
-$18.0K
2,424
-18%
减持
HLN
HALEON PLC SPON ADS
+$15.4K
25,157
-1%
减持
NFLX
NETFLIX INC COM
+$11.9K
332
-1%
增持
VHT
VANGUARD HEALTH CARE ETF
+$11.8K
1,013
+0%
减持
IUSB
ISHARES CORE TOTAL USD BOND MARKET ETF
+$10.0K
21,809
-1%
增持
META
META PLATFORMS INC CL A
-$7.5K
1,792
+1%
增持
SHY
ISHARES 1-3 YEAR TREASURY BOND ETF
+$5.7K
4,441
+1%
增持
EMR
EMERSON ELEC CO COM
-$4.4K
1,931
+11%
