Madden Advisory Services, Inc.
CIK 1542284 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $278.9M
- 持仓
- 110
- 截至
- 2026年6月30日
按 13F 价值排名第 5393（共 9443） · 前 57.1%
投资组合价值同比（季度）：+9.9% 13F不披露现金
- 前十大持仓权重
- 42.72%
- 前二十五大持仓权重
- 68.99%
- 持仓高于 1%
- 31
- 有效持仓数量
- 34.7
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 1.62% 估计买入 $25447391 · 卖出 $4312470
中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 91.7% 仍持有
- 新仓位
- 2
- 增加
- 40
- 减少
- 59
- 已结清
- 4
本页内容
行业细分
Consumer Discretionary
0.6%
Technology
0.5%
Real Estate
0.4%
Financials
0.1%
Healthcare
0.1%
其他/未映射
98.3%
完整投资组合 110 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| VOO | $20494443 | 7.35% | 29840 | $960961 | 下跌 ×1 | ||
| VGT | $20316972 | 7.29% | 169988 | $5468324 | 上涨 ×1 | ||
| SCHB | $17254349 | 6.19% | 595799 | $2130588 | 下跌 ×6 | ||
| VTV | $14856145 | 5.33% | 68169 | $2194154 | 上涨 ×1 | ||
| EFA | $10964263 | 3.93% | 105547 | $786531 | 上涨 ×1 | ||
| IBDR | $7884701 | 2.83% | 325410 | $-118188 | 下跌 ×1 | ||
| SCHX | $7252624 | 2.60% | 246436 | $699775 | 下跌 ×5 | ||
| IBDS | $6737568 | 2.42% | 278182 | $-63376 | 下跌 ×1 | ||
| SCHM | $6698742 | 2.40% | 181685 | $1092949 | 上涨 ×6 | ||
| IAU | $6686788 | 2.40% | 88555 | $-1056393 | 上涨 ×1 | ||
| VHT | $6373910 | 2.29% | 21316 | $597389 | 上涨 ×1 | ||
| VXUS Vanguard Total International Stock ETF | $6311254 | 2.26% | 73824 | $591213 | 下跌 ×4 | ||
| SCHG | $6203733 | 2.22% | 183325 | $824021 | 下跌 ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $5524201 | 1.98% | 7501 | $1078974 | 下跌 ×1 | ||
| SHYG | $5219444 | 1.87% | 123071 | $108800 | 上涨 ×4 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $5205603 | 1.87% | 65868 | $65209 | 上涨 ×6 | ||
| VDC | $5194179 | 1.86% | 23035 | $40114 | 上涨 ×1 | ||
| SCHI | $5093791 | 1.83% | 224990 | $-130303 | 下跌 ×1 | ||
| SPY SPY | $5022460 | 1.80% | 6725 | $537339 | 下跌 ×4 | ||
| IJR | $4642994 | 1.66% | 31306 | $654090 | 下跌 ×1 | ||
| VCR | $3930145 | 1.41% | 9909 | $334375 | 下跌 ×1 | ||
| IBDT | $3878501 | 1.39% | 153604 | $-12643 | 下跌 ×1 | ||
| VTI | $3768857 | 1.35% | 10185 | $484083 | 下跌 ×4 | ||
| VIS | $3451548 | 1.24% | 9577 | $500003 | 上涨 ×5 | ||
| STIP | $3441034 | 1.23% | 33682 | $-25621 | 上涨 ×6 | ||
| FQAL | $3392884 | 1.22% | 41701 | $324118 | 下跌 ×1 | ||
| VIG | $3382093 | 1.21% | 14293 | $298057 | 下跌 ×6 | ||
| VUG | $3224128 | 1.16% | 37428 | $1377962 | 上涨 ×6 | ||
| VPU | $3010231 | 1.08% | 15379 | $-15807 | 上涨 ×6 | ||
| SCHD | $2972744 | 1.07% | 93747 | $95548 | 下跌 ×4 | ||
| FLTR | $2961760 | 1.06% | 115648 | $-3203 | 下跌 ×2 | ||
| IBDU | $2581553 | 0.93% | 111466 | $59006 | 上涨 ×6 | ||
| SCHH | $2544534 | 0.91% | 107454 | $213574 | 下跌 ×1 | ||
| VFH | $2399493 | 0.86% | 18233 | $241502 | 上涨 ×3 | ||
| XLK XLK | $2200811 | 0.79% | 11551 | $585608 | 下跌 ×2 | ||
| VOX | $1828839 | 0.66% | 9942 | $99889 | 上涨 ×6 | ||
| IJH | $1790868 | 0.64% | 23224 | $211434 | 下跌 ×4 | ||
| VB | $1748040 | 0.63% | 5766 | $238641 | 上涨 ×1 | ||
| SMH SMH | $1696177 | 0.61% | 2586 | $668638 | 下跌 ×1 | ||
| TIP | $1659222 | 0.59% | 15162 | $-112561 | 下跌 ×1 | ||
| IHI | $1651282 | 0.59% | 33420 | $-215005 | 下跌 ×6 | ||
| HDV | $1616916 | 0.58% | 58990 | $-28825 | 上涨 ×1 | ||
| XLY XLY | $1535305 | 0.55% | 13090 | $86532 | 下跌 ×1 | ||
| EFV | $1513829 | 0.54% | 19775 | $34477 | 下跌 ×1 | ||
| VWO | $1448195 | 0.52% | 24261 | $171696 | 上涨 ×6 | ||
| RSP | $1422705 | 0.51% | 6686 | $103928 | 下跌 ×2 | ||
| SCHE | $1408375 | 0.51% | 38841 | $122995 | 下跌 ×1 | ||
| XLP XLP | $1336513 | 0.48% | 16089 | $-22142 | 下跌 ×1 | ||
| XLI XLI | $1281701 | 0.46% | 6919 | $158727 | 下跌 ×2 | ||
| SCHF | $1280970 | 0.46% | 46244 | $126071 | 下跌 ×6 | ||
| BND Vanguard Total Bond Market ETF | $1247089 | 0.45% | 16988 | $111560 | 上涨 ×6 | ||
| AAPL Apple Inc. - Common Stock | $1218092 | 0.44% | 4209 | $137326 | 下跌 ×4 | ||
| VNQ | $1127909 | 0.40% | 11696 | $78734 | 下跌 ×4 | ||
| SCHR | $1096481 | 0.39% | 44463 | $-11240 | 下跌 ×1 | ||
| VO | $1043769 | 0.37% | 12954 | $60231 | 上涨 ×2 | ||
| IBDV | $1034148 | 0.37% | 47438 | $33009 | 上涨 ×1 | ||
| EEM | $994569 | 0.36% | 14538 | $130702 | 下跌 ×1 | ||
| SCHO | $974080 | 0.35% | 40351 | $144836 | 上涨 ×3 | ||
| EFG | $963921 | 0.35% | 7747 | $95583 | 下跌 ×1 | ||
| IBHF | $955241 | 0.34% | 42174 | $9632 | 上涨 ×6 | ||
| IVV | $919085 | 0.33% | 1227 | $114317 | 下跌 ×4 | ||
| IBTG iShares iBonds Dec 2026 Term Treasury ETF | $918850 | 0.33% | 40142 | $21246 | 上涨 ×2 | ||
| SDOG | $866856 | 0.31% | 12706 | $26606 | 下跌 ×6 | ||
| WELL Welltower Inc. Common Stock | $838200 | 0.30% | 3693 | $84925 | 下跌 ×6 | ||
| VONE Vanguard Russell 1000 ETF | $794827 | 0.29% | 2346 | $80176 | 下跌 ×5 | ||
| ITOT | $776997 | 0.28% | 4730 | $81084 | 下跌 ×6 | ||
| SGOL | $749614 | 0.27% | 19608 | $-125295 | |||
| SCHA | $743445 | 0.27% | 20576 | $139280 | 下跌 ×4 | ||
| FTSM First Trust Enhanced Short Maturity ETF | $717357 | 0.26% | 12010 | $-16741 | 下跌 ×2 | ||
| AGG | $692285 | 0.25% | 6994 | $-31993 | 下跌 ×1 | ||
| BSV | $678054 | 0.24% | 8703 | $53674 | 上涨 ×3 | ||
| XLU XLU | $639566 | 0.23% | 14106 | $-30382 | 下跌 ×2 | ||
| GLD | $637297 | 0.23% | 1730 | $-109686 | 下跌 ×6 | ||
| IEFA | $617170 | 0.22% | 6390 | $23746 | 下跌 ×1 | ||
| IQLT | $594402 | 0.21% | 11996 | $39827 | |||
| IBTH iShares iBonds Dec 2027 Term Treasury ETF | $573880 | 0.21% | 25654 | $20689 | 上涨 ×3 | ||
| IBHG | $559176 | 0.20% | 25325 | $20952 | 上涨 ×3 | ||
| VAW | $556417 | 0.20% | 2432 | $58190 | 上涨 ×2 | ||
| CEF | $545398 | 0.20% | 13557 | $-111086 | 下跌 ×1 | ||
| IWM | $521926 | 0.19% | 1737 | $91133 | |||
| IDU | $470359 | 0.17% | 4104 | $-6853 | 下跌 ×4 | ||
| IBTI iShares iBonds Dec 2028 Term Treasury ETF | $457457 | 0.16% | 20662 | $19284 | 上涨 ×1 | ||
| XHB XHB | $446177 | 0.16% | 3861 | $60972 | 下跌 ×3 | ||
| IBHH | $433434 | 0.16% | 18444 | $22732 | 上涨 ×1 | ||
| SPHY | $431963 | 0.15% | 18428 | $37191 | 上涨 ×3 | ||
| IYW | $424503 | 0.15% | 1683 | $119173 | |||
| SPYG | $408493 | 0.15% | 3433 | $72368 | |||
| IWB | $407862 | 0.15% | 996 | $52728 | |||
| SPDW | $400449 | 0.14% | 7947 | $37668 | |||
| VCLT Vanguard Long-Term Corporate Bond ETF | $393042 | 0.14% | 5223 | $18246 | 上涨 ×3 | ||
| XNTK | $390650 | 0.14% | 1000 | $119032 | 下跌 ×2 | ||
| SCHV | $381344 | 0.14% | 10955 | $125174 | 上涨 ×2 | ||
| SLV | $355469 | 0.13% | 6648 | $1550 | 上涨 ×1 | ||
| VDE | $343648 | 0.12% | 2289 | $-35483 | 上涨 ×1 | ||
| IWR | $325343 | 0.12% | 2949 | $-10640 | 下跌 ×2 | ||
| IVT InvenTrust Properties Corp. Common Stock | $289324 | 0.10% | 8173 | $40374 | |||
| IBTJ iShares iBonds Dec 2029 Term Treasury ETF | $287837 | 0.10% | 13295 | $19670 | 上涨 ×1 | ||
| MOAT | $285055 | 0.10% | 2741 | $18747 | 下跌 ×5 | ||
| PRU Prudential Financial, Inc. Common Stock | $284288 | 0.10% | 2634 | $37718 | 上涨 ×2 | ||
| FXG | $277594 | 0.10% | 4433 | $-11950 | 下跌 ×4 | ||
| 无匹配项 | |||||||
重仓股
持仓连续增加3个季度以上。
持股数量按13F申报数据报告（未按拆股调整）
| 证券 | 价值 | % 占投资组合 | 连胜 |
|---|---|---|---|
| SCHM | $6698742 | 2.40% | 上涨 ×6 |
| SHYG | $5219444 | 1.87% | 上涨 ×4 |
| VCSH | $5205603 | 1.87% | 上涨 ×6 |
| VIS | $3451548 | 1.24% | 上涨 ×5 |
| STIP | $3441034 | 1.23% | 上涨 ×6 |
| VUG | $3224128 | 1.16% | 上涨 ×6 |
| VPU | $3010231 | 1.08% | 上涨 ×6 |
| IBDU | $2581553 | 0.93% | 上涨 ×6 |
| VFH | $2399493 | 0.86% | 上涨 ×3 |
| VOX | $1828839 | 0.66% | 上涨 ×6 |
| VWO | $1448195 | 0.52% | 上涨 ×6 |
| BND | $1247089 | 0.45% | 上涨 ×6 |
| SCHO | $974080 | 0.35% | 上涨 ×3 |
| IBHF | $955241 | 0.34% | 上涨 ×6 |
| BSV | $678054 | 0.24% | 上涨 ×3 |
最大新仓位
本季度新开仓位，按规模从大到小排序。
| 证券 | 价值 | 股份 | % 占投资组合 |
|---|---|---|---|
| FXL | $222868 | 1026 | 0.08% |
| MSFT | $219885 | 589 | 0.08% |
季度涨幅榜
| 证券 | 操作 | 股份变动 | 价值变动 |
|---|---|---|---|
| VGT | 增持 | +149K | +$5.5M |
| VTV | 增持 | +4K | +$2.2M |
| SCHB | 削减 | -7K | +$2.1M |
| VUG | 增持 | +33K | +$1.4M |
| SCHM | 增持 | +619 | +$1.1M |
| QQQ | 削减 | -201 | +$1.1M |
| IAU | 增持 | +724 | -$1.1M |
| VOO | 削减 | -3K | +$961K |
| SCHG | 削减 | -1K | +$824K |
| EFA | 增持 | +762 | +$787K |
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| IBDQ | 2025年12月31日 | 330847 | $8334036 | 不再跟踪 |
| CORP | 2025年9月30日 | 22299 | $2169916 | 不再跟踪 |
| VTIP | 2025年9月30日 | 8227 | $413571 | |
| IBHE | 2025年12月31日 | 17243 | $400382 | 不再跟踪 |
| IBTF | 2025年12月31日 | 14544 | $339821 | 不再跟踪 |
| MSFT | 2026年3月31日 | 543 | $262835 | 30.2% |
| JNK | 2026年3月31日 | 2612 | $253913 | 不再跟踪 |
| XLV | 2026年3月31日 | 1458 | $225728 | 不再跟踪 |
| MCD | 2025年9月30日 | 767 | $223970 | -11.6% |
| SCHP | 2026年3月31日 | 8194 | $217059 | 不再跟踪 |
| KXI | 2025年6月30日 | 3168 | $202910 | 不再跟踪 |