MW
Mfg Wealth Management, INC.
分散型投资策略趋势追踪型高品质投资策略
申报总市值
US$1.2亿
申报季度: 2026-03-31 · 持股只数: 61
MFG WEALTH MANAGEMENT, INC.在最新一期 13F 报告中披露了 61 项持股，申报期为 2026-03-31，总持股市值约为 US$1.2亿，季度换手率为 55.3%。
机构性格雪花图
- 集中度
- 7.47
- 持仓稳定性
- 55.26
- 动能／逆势
- 100
- 行业集中度
- 41.67
- 多样化
- 100
- 仓位均衡度
- 96.23
近期动向
减仓 GOOG
-67.5% -US$240.6万
加仓 INTC
+121.2% US$145.5万
加仓 SCYB
+55.6% US$125.8万
减仓 AAPL
-34.9% -US$164.1万
加仓 SBUX
+100.4% US$133.5万
减仓 MSFT
-41.6% -US$137.5万
持仓地图
新建仓加仓不变减仓
前十大持股占比
本季完整持股清单
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | URTY | Proshares Ultrapro Russ2000 | ETF-其他 | 3.25% | — | -2.77% | |
| 2 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 3.10% | — | -2.47% | |
| 3 | SCYB | Schwab High Yield Bond ETF | ETF-非投资级债 | 3.01% | +1.17% | +55.63% | |
| 4 | UPS | United Parcel Service-cl B | 股票-工业 | 2.56% | +0.89% | +45.12% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 2.55% | -0.09% | -3.25% | |
| 6 | SCHI | Schwab 5-10 Year Corporate B | ETF-投资级公司债 | 2.50% | — | +1.79% | |
| 7 | SCHJ | Schwab 1-5 Yr CORP Bnd ETF | ETF-其他 | 2.48% | — | +1.12% | |
| 8 | D | Dominion Energy INC | 股票-公用事业 | 2.47% | — | -1.77% | |
| 9 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.43% | -0.17% | -2.67% | |
| 10 | SOFI | Sofi Technologies INC | 股票-金融 | 2.36% | — | +64.35% | |
| 11 | RKT | Rocket Cos Inc-class A | 股票-金融 | 2.31% | -0.54% | +3.24% | |
| 12 | F | Ford Motor Co | 股票-周期性消费 | 2.27% | +0.57% | +42.73% | |
| 13 | BA | Boeing Co/the | 股票-工业 | 2.14% | — | +14.41% | |
| 14 | KEY | Keycorp | 股票-金融 | 2.11% | -0.35% | -17.16% | |
| 15 | AAPL | Apple INC | 股票-科技 | 2.10% | -1.16% | -34.94% | |
| 16 | SBUX | Starbucks CORP | 股票-周期性消费 | 2.08% | +1.16% | +100.37% | |
| 17 | EXE | Expand Energy CORP | 股票-能源 | 2.01% | — | +5.47% | |
| 18 | INTC | Intel CORP | 股票-科技 | 1.94% | +1.25% | +121.24% | |
| 19 | SCHQ | Schwab Long-term US Treasury | ETF-政府公债 | 1.91% | — | +4.67% | |
| 20 | TGT | Target CORP | 股票-周期性消费 | 1.88% | +1.88% | NEW | |
| 21 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.85% | — | -0.46% | |
| 22 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型股与成长 | 1.83% | — | +0.98% | |
| 23 | T | At&t INC | 股票-通信服务 | 1.70% | +0.47% | +11.35% | |
| 24 | IBM | Intl Business Machines CORP | 股票-科技 | 1.69% | -0.58% | -14.57% | |
| 25 | GLW | Corning INC | 股票-科技 | 1.67% | +1.67% | NEW | |
| 26 | VLO | Valero Energy CORP | 股票-能源 | 1.63% | +1.63% | NEW | |
| 27 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.61% | -0.24% | -0.54% | |
| 28 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.58% | -0.77% | -26.08% | |
| 29 | STLD | Steel Dynamics INC | 股票-原材料 | 1.58% | — | -5.04% | |
| 30 | GE | General Electric | 股票-工业 | 1.57% | — | -3.22% | |
| 31 | DELL | Dell Technologies -c | 股票-科技 | 1.53% | +1.53% | NEW | |
| 32 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 1.50% | — | -2.43% | |
| 33 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.49% | -0.20% | -4.33% | |
| 34 | AVGO | Broadcom INC | 股票-科技 | 1.47% | -0.59% | -24.96% | |
| 35 | FITB | Fifth Third Bancorp | 股票-金融 | 1.46% | +1.46% | NEW | |
| 36 | PWR | Quanta Services INC | 股票-工业 | 1.41% | +0.35% | -4.52% | |
| 37 | UPRO | Proshares Ultrapro S&p 500 | ETF-大型股与成长 | 1.41% | +1.41% | NEW | |
| 38 | TSLA | Tesla INC | 股票-周期性消费 | 1.38% | -0.26% | -4.48% | |
| 39 | KMI | Kinder Morgan INC | 股票-能源 | 1.30% | — | -2.14% | |
| 40 | ETHA | Ishares Ethereum Trust ETF | ETF-其他 | 1.30% | — | +36.15% | |
| 41 | DOC | Healthpeak Properties INC | 股票-房地产 | 1.29% | — | +1.40% | |
| 42 | SCHR | Schwab Intermediate-term US | ETF-其他 | 1.24% | — | +6.44% | |
| 43 | USAR | USA Rare Earth INC | 股票-其他 | 1.20% | +0.69% | +72.55% | |
| 44 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.18% | — | -3.44% | |
| 45 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.16% | — | -1.74% | |
| 46 | NNN | Nnn Reit INC | 股票-房地产 | 1.16% | — | +0.35% | |
| 47 | DOW | Dow INC | 股票-原材料 | 1.12% | +1.12% | NEW | |
| 48 | IBRX | Immunitybio INC | 股票-医疗保健 | 1.12% | +1.12% | NEW | |
| 49 | BAC | Bank Of America CORP | 股票-金融 | 1.10% | — | -2.79% | |
| 50 | LYB | LyondellBasell Industries N.V. | 股票-原材料 | 1.09% | +1.09% | NEW |
1–50 of 61
申报总市值趋势
行业配置
历年行业分布趋势
季度历史总览
本季持股变动
Mfg Wealth Management, INC. 在 2026-03-31 最显著的持仓异动： 清仓: Citigroup INC (C); 清仓: Proshares Ultrapro Qqq (TQQQ); 清仓: Palo Alto Networks INC (PANW); 清仓: Oracle CORP (ORCL); 清仓: Aes CORP (AES).
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | INTC | Intel CORP | +1.3% | +121.24% | 加仓 |
| 2 | SCYB | Schwab High Yield Bond ETF | +1.2% | +55.63% | 加仓 |
| 3 | SBUX | Starbucks CORP | +1.2% | +100.37% | 加仓 |
| 4 | UPS | United Parcel Service-cl B | +0.9% | +45.12% | 加仓 |
| 5 | USAR | USA Rare Earth INC | +0.7% | +72.55% | 加仓 |
| 6 | F | Ford Motor Co | +0.6% | +42.73% | 加仓 |
| 7 | T | At&t INC | +0.5% | +11.35% | 加仓 |
| 8 | PWR | Quanta Services INC | +0.4% | -4.52% | 减仓 |
| 9 | KNTK | Kinetik Holdings INC | +0.3% | -1.68% | 减仓 |
| 10 | NVDA | Nvidia CORP | -0.1% | -3.25% | 减仓 |
| 11 | AMZN | Amazon.com INC | -0.2% | -2.67% | 减仓 |
| 12 | META | Meta Platforms Inc-class A | -0.2% | -4.33% | 减仓 |
| 13 | PLTR | Palantir Technologies Inc-a | -0.2% | -0.54% | 减仓 |
| 14 | TSLA | Tesla INC | -0.3% | -4.48% | 减仓 |
| 15 | KEY | Keycorp | -0.4% | -17.16% | 减仓 |
| 16 | RKT | Rocket Cos Inc-class A | -0.5% | +3.24% | 加仓 |
| 17 | IBM | Intl Business Machines CORP | -0.6% | -14.57% | 减仓 |
| 18 | AVGO | Broadcom INC | -0.6% | -24.96% | 减仓 |
| 19 | LLY | Eli Lilly & Co | -0.8% | -26.08% | 减仓 |
| 20 | MSFT | Microsoft CORP | -1% | -41.55% | 减仓 |
| 21 | AAPL | Apple INC | -1.2% | -34.94% | 减仓 |
| 22 | GOOG | Alphabet Inc-cl C | -1.8% | -67.49% | 减仓 |
| 23 | C | Citigroup INC | — | EXIT | 清仓 |
| 24 | TQQQ | Proshares Ultrapro Qqq | — | EXIT | 清仓 |
| 25 | PANW | Palo Alto Networks INC | — | EXIT | 清仓 |
| 26 | ORCL | Oracle CORP | — | EXIT | 清仓 |
| 27 | AES | Aes CORP | — | EXIT | 清仓 |
| 28 | TGT | Target CORP | — | NEW | 新建仓 |
| 29 | GLW | Corning INC | — | NEW | 新建仓 |
| 30 | VLO | Valero Energy CORP | — | NEW | 新建仓 |
| 31 | DELL | Dell Technologies -c | — | NEW | 新建仓 |
| 32 | FITB | Fifth Third Bancorp | — | NEW | 新建仓 |
| 33 | UPRO | Proshares Ultrapro S&p 500 | — | NEW | 新建仓 |
| 34 | ENB | Enbridge INC | — | EXIT | 清仓 |
| 35 | ABBV | Abbvie INC | — | EXIT | 清仓 |
| 36 | CAVA | Cava Group INC | — | EXIT | 清仓 |
| 37 | DOW | Dow INC | — | NEW | 新建仓 |
| 38 | IBRX | Immunitybio INC | — | NEW | 新建仓 |
| 39 | UBER | Uber Technologies INC | — | EXIT | 清仓 |
| 40 | LYB | LyondellBasell Industries N.V. | — | NEW | 新建仓 |
| 41 | SCHO | Schwab Short-term US Treas | — | EXIT | 清仓 |
| 42 | CTRE | Caretrust Reit INC | — | NEW | 新建仓 |
| 43 | NOW | Servicenow INC | — | NEW | 新建仓 |
| 44 | CSX | Csx CORP | — | NEW | 新建仓 |
| 45 | EEM | Ishares Msci Emerging Market | — | NEW | 新建仓 |
| 46 | QXO | Qxo INC | — | NEW | 新建仓 |
| 47 | OXY | Occidental Petroleum CORP | — | EXIT | 清仓 |
| 48 | SMR | Nuscale Power CORP | — | EXIT | 清仓 |
| 49 | OKLO | Oklo INC | — | EXIT | 清仓 |
| 50 | JOBY | Joby Aviation, Inc. | — | EXIT | 清仓 |
FAQ
Mfg Wealth Management, INC. 是什么机构？属于哪种投资人类型？
Mfg Wealth Management, INC. 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$1.2亿，分布在 61 个已申报仓位之中。
Mfg Wealth Management, INC. 目前前几大持股有哪些？
根据最新 13F 申报，Mfg Wealth Management, INC. 按市值排列的前几大持股为：
1. Proshares Ultrapro Russ2000 (URTY) — US$391.6万 (3.3%)
2. St Sr Utl Sl Se Spdr Etf-usd (XLU) — US$374.2万 (3.1%)
3. Schwab High Yield Bond ETF (SCYB) — US$362.6万 (3.0%)
4. United Parcel Service-cl B (UPS) — US$309.3万 (2.6%)
5. Nvidia CORP (NVDA) — US$307.0万 (2.5%)
Mfg Wealth Management, INC. 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Mfg Wealth Management, INC. 共进行了 50 项显著调整：新建仓 14 个仓位、加仓 8 个既有持股、减仓 14 个仓位，并完全清仓 14 个持股。 其中幅度最大的异动：清仓: Citigroup INC (C); 清仓: Proshares Ultrapro Qqq (TQQQ); 清仓: Palo Alto Networks INC (PANW); 清仓: Oracle CORP (ORCL); 清仓: Aes CORP (AES)
Mfg Wealth Management, INC. 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Mfg Wealth Management, INC. 的主要板块分布如下：
• Information Technology: 23.9%
• Financials: 15.2%
• Consumer Discretionary: 14.5%
• Industrials: 13.9%
• Energy: 7.2%
• Communication Services: 5.8%