My Portfolio Guide, LLC
CIK 2132204 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $180.8M
- 持仓
- 166
- 截至
- 2026年3月31日 数据截至 Q1 2026
按 13F 价值排名第 6805（共 9443） · 前 72.1%
- 前十大持仓权重
- 76.14%
- 前二十五大持仓权重
- 94.14%
- 持仓高于 1%
- 18
- 有效持仓数量
- 13.6
仅基于13F多头股票持仓（现金、债券、空头未披露）
- 新仓位
- 166
- 增加
- 0
- 减少
- 0
- 已结清
- 0
行业细分
Technology
5.5%
Energy
0.8%
Industrials
0.8%
Healthcare
0.7%
Consumer Staples
0.6%
Consumer Discretionary
0.4%
Financial Services
0.4%
Utilities
0.4%
Real Estate
0.3%
Communication Services
0.3%
Financials
0.2%
Retail
0.2%
Communications
0.1%
Telecommunication
0.0%
Logistics & Transportation
0.0%
Consumer products
0.0%
Materials
0.0%
其他/未映射
89.3%
完整投资组合 166 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| SPAB | $29429023 | 16.28% | 1148667 | 上涨 ×1 | |||
| GLDM | $18846472 | 10.42% | 203402 | 上涨 ×1 | |||
| SPSM | $16261096 | 8.99% | 336521 | 上涨 ×1 | |||
| SPYM | $14472818 | 8.00% | 189081 | 上涨 ×1 | |||
| SPMD | $11732017 | 6.49% | 198060 | 上涨 ×1 | |||
| FTGC First Trust Global Tactical Commodity Strategy Fund | $11516126 | 6.37% | 401156 | 上涨 ×1 | |||
| EFG | $11239982 | 6.22% | 100918 | 上涨 ×1 | |||
| SPEM | $8894456 | 4.92% | 189600 | 上涨 ×1 | |||
| SDVY First Trust SMID Cap Rising Dividend Achievers ETF | $8224234 | 4.55% | 208576 | 上涨 ×1 | |||
| AAPL Apple Inc. - Common Stock | $7060630 | 3.90% | 27821 | 上涨 ×1 | |||
| UCON | $5904051 | 3.27% | 238296 | 上涨 ×1 | |||
| SPIB | $4624033 | 2.56% | 137866 | 上涨 ×1 | |||
| SPTL | $3670519 | 2.03% | 139530 | 上涨 ×1 | |||
| EPOL | $2830671 | 1.57% | 77579 | 上涨 ×1 | |||
| OUNZ | $2661329 | 1.47% | 59075 | 上涨 ×1 | |||
| USRT | $2495360 | 1.38% | 42157 | 上涨 ×1 | |||
| RDVY First Trust Rising Dividend Achievers ETF | $2473469 | 1.37% | 36285 | 上涨 ×1 | |||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $2197117 | 1.22% | 26544 | 上涨 ×1 | |||
| COP ConocoPhillips Common Stock | $1068439 | 0.59% | 8094 | 上涨 ×1 | |||
| VEU | $1053938 | 0.58% | 14034 | 上涨 ×1 | |||
| QCOM QUALCOMM Incorporated - Common Stock | $1027561 | 0.57% | 7979 | 上涨 ×1 | |||
| DBC | $700430 | 0.39% | 24194 | 上涨 ×1 | |||
| MSFT Microsoft Corporation - Common Stock | $689245 | 0.38% | 1849 | 上涨 ×1 | |||
| F Ford Motor Company Common Stock | $586736 | 0.32% | 50844 | 上涨 ×1 | |||
| CMF | $563881 | 0.31% | 9917 | 上涨 ×1 | |||
| PFE Pfizer, Inc. Common Stock | $558440 | 0.31% | 19887 | 上涨 ×1 | |||
| R Ryder System, Inc. Common Stock | $554417 | 0.31% | 2708 | 上涨 ×1 | |||
| MO Altria Group, Inc. | $551804 | 0.31% | 8362 | 上涨 ×1 | |||
| WPC W. P. Carey Inc. REIT | $510721 | 0.28% | 7515 | 上涨 ×1 | |||
| PM Philip Morris International Inc Common Stock | $508221 | 0.28% | 3074 | 上涨 ×1 | |||
| NVDA NVIDIA Corporation - Common Stock | $478123 | 0.26% | 2742 | 上涨 ×1 | |||
| UBS UBS Group AG Registered Ordinary Shares | $464018 | 0.26% | 11877 | 上涨 ×1 | |||
| SO Southern Company (The) Common Stock | $454964 | 0.25% | 4714 | 上涨 ×1 | |||
| VRT Vertiv Holdings, LLC Class A Common Stock | $442786 | 0.24% | 1767 | 上涨 ×1 | |||
| CVS CVS Health Corporation Common Stock | $354366 | 0.20% | 4934 | 上涨 ×1 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $313818 | 0.17% | 1091 | 上涨 ×1 | |||
| CVX Chevron Corporation Common Stock | $307864 | 0.17% | 1488 | 上涨 ×1 | |||
| BAC Bank of America Corporation Common Stock | $261088 | 0.14% | 5356 | 上涨 ×1 | |||
| AMZN Amazon.com, Inc. - Common Stock | $238886 | 0.13% | 1147 | 上涨 ×1 | |||
| AVGO Broadcom Inc. - Common Stock | $230698 | 0.13% | 745 | 上涨 ×1 | |||
| LLY Eli Lilly and Company Common Stock | $203134 | 0.11% | 221 | 上涨 ×1 | |||
| SOFI SoFi Technologies, Inc. - Common Stock | $201247 | 0.11% | 12673 | 上涨 ×1 | |||
| VTI | $188085 | 0.10% | 586 | 上涨 ×1 | |||
| LMT Lockheed Martin Corporation Common Stock | $171337 | 0.09% | 283 | 上涨 ×1 | |||
| SPY SPY | $171176 | 0.09% | 263 | 上涨 ×1 | |||
| OKLO Oklo Inc. Class A common stock | $147828 | 0.08% | 2981 | 上涨 ×1 | |||
| COST Costco Wholesale Corporation - Common Stock | $133231 | 0.07% | 134 | 上涨 ×1 | |||
| ANET Arista Networks, Inc. Common Stock | $125604 | 0.07% | 1023 | 上涨 ×1 | |||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $124484 | 0.07% | 851 | 上涨 ×1 | |||
| BRKB | $113091 | 0.06% | 236 | 上涨 ×1 | |||
| ACHR Archer Aviation Inc. Class A Common Stock | $101182 | 0.06% | 19571 | 上涨 ×1 | |||
| XLK XLK | $89941 | 0.05% | 677 | 上涨 ×1 | |||
| TSLA Tesla, Inc. - Common Stock | $85131 | 0.05% | 229 | 上涨 ×1 | |||
| T AT&T Inc. | $84094 | 0.05% | 2901 | 上涨 ×1 | |||
| VNQ | $83512 | 0.05% | 942 | 上涨 ×1 | |||
| MSTR Strategy Inc - Class A Common Stock | $83366 | 0.05% | 668 | 上涨 ×1 | |||
| XOM Exxon Mobil Corporation Common Stock | $83337 | 0.05% | 491 | 上涨 ×1 | |||
| PANW Palo Alto Networks, Inc. - Common Stock | $78557 | 0.04% | 490 | 上涨 ×1 | |||
| KTOS Kratos Defense & Security Solutions, Inc. - Common Stock | $74036 | 0.04% | 1050 | 上涨 ×1 | |||
| TQQQ ProShares UltraPro QQQ | $71026 | 0.04% | 1704 | 上涨 ×1 | |||
| AOR | $67136 | 0.04% | 1043 | 上涨 ×1 | |||
| NFLX Netflix, Inc. - Common Stock | $62498 | 0.03% | 650 | 上涨 ×1 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $60367 | 0.03% | 106 | 上涨 ×1 | |||
| ABBV AbbVie Inc. Common Stock | $57364 | 0.03% | 264 | 上涨 ×1 | |||
| FTCB | $53809 | 0.03% | 2567 | 上涨 ×1 | |||
| TDIV First Trust NASDAQ Technology Dividend Index Fund | $53577 | 0.03% | 572 | 上涨 ×1 | |||
| JPM JP Morgan Chase & Co. Common Stock | $50786 | 0.03% | 173 | 上涨 ×1 | |||
| FIXD First Trust Smith Opportunistic Fixed Income ETF | $50537 | 0.03% | 1159 | 上涨 ×1 | |||
| CSCO Cisco Systems, Inc. - Common Stock | $49921 | 0.03% | 643 | 上涨 ×1 | |||
| KO Coca-Cola Company (The) Common Stock | $49175 | 0.03% | 647 | 上涨 ×1 | |||
| FTGS First Trust Growth Strength ETF | $45075 | 0.02% | 1324 | 上涨 ×1 | |||
| ABT Abbott Laboratories Common Stock | $42994 | 0.02% | 419 | 上涨 ×1 | |||
| ARTY | $41039 | 0.02% | 882 | 上涨 ×1 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $40483 | 0.02% | 141 | 上涨 ×1 | |||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $38088 | 0.02% | 141 | 上涨 ×1 | |||
| V Visa Inc. | $37844 | 0.02% | 125 | 上涨 ×1 | |||
| FMF | $37470 | 0.02% | 740 | 上涨 ×1 | |||
| FDX FedEx Corporation Common Stock | $37094 | 0.02% | 104 | 上涨 ×1 | |||
| LGOV | $35825 | 0.02% | 1661 | 上涨 ×1 | |||
| FIIG | $35609 | 0.02% | 1716 | 上涨 ×1 | |||
| EZBC | $34762 | 0.02% | 887 | 上涨 ×1 | |||
| EETH | $34594 | 0.02% | 1333 | 上涨 ×1 | |||
| CLX Clorox Company (The) Common Stock | $32903 | 0.02% | 318 | 上涨 ×1 | |||
| EPD Enterprise Products Partners L.P. Common Stock | $32168 | 0.02% | 850 | 上涨 ×1 | |||
| FVD | $29734 | 0.02% | 632 | 上涨 ×1 | |||
| SBUX Starbucks Corporation - Common Stock | $29306 | 0.02% | 327 | 上涨 ×1 | |||
| QQQ Invesco QQQ Trust, Series 1 | $28933 | 0.02% | 50 | 上涨 ×1 | |||
| JNJ Johnson & Johnson Common Stock | $28669 | 0.02% | 117 | 上涨 ×1 | |||
| AOM | $28298 | 0.02% | 597 | 上涨 ×1 | |||
| MMM 3M Company Common Stock | $28153 | 0.02% | 194 | 上涨 ×1 | |||
| HD Home Depot, Inc. (The) Common Stock | $27102 | 0.01% | 82 | 上涨 ×1 | |||
| INTC Intel Corporation - Common Stock | $25189 | 0.01% | 571 | 上涨 ×1 | |||
| FTA First Trust Large Cap Value AlphaDEX Fund | $24645 | 0.01% | 267 | 上涨 ×1 | |||
| CLNE Clean Energy Fuels Corp. - Common Stock | $24440 | 0.01% | 9855 | 上涨 ×1 | |||
| DELL Dell Technologies Inc. Class C Common Stock | $23977 | 0.01% | 146 | 上涨 ×1 | |||
| LMBS First Trust Low Duration Opportunities ETF | $23976 | 0.01% | 481 | 上涨 ×1 | |||
| FSIG | $23863 | 0.01% | 1260 | 上涨 ×1 | |||
| EMXC iShares MSCI Emerging Markets ex China ETF | $22733 | 0.01% | 289 | 上涨 ×1 | |||
| VST Vistra Corp. Common Stock | $22634 | 0.01% | 151 | 上涨 ×1 | |||
| VXUS Vanguard Total International Stock ETF | $20511 | 0.01% | 266 | 上涨 ×1 | |||
| 无匹配项 | |||||||
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 |
|---|---|---|---|
| SPAB | $29429023 | 1148667 | 16.28% |
| GLDM | $18846472 | 203402 | 10.42% |
| SPSM | $16261096 | 336521 | 8.99% |
| SPYM | $14472818 | 189081 | 8.00% |
| SPMD | $11732017 | 198060 | 6.49% |
| FTGC | $11516126 | 401156 | 6.37% |
| EFG | $11239982 | 100918 | 6.22% |
| SPEM | $8894456 | 189600 | 4.92% |
| SDVY | $8224234 | 208576 | 4.55% |
| AAPL | $7060630 | 27821 | 3.90% |
| UCON | $5904051 | 238296 | 3.27% |
| SPIB | $4624033 | 137866 | 2.56% |
| SPTL | $3670519 | 139530 | 2.03% |
| EPOL | $2830671 | 77579 | 1.57% |
| OUNZ | $2661329 | 59075 | 1.47% |