MA

MRA Advisory Group

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$2.8亿

申报季度: 2026-06-30 · 持股只数: 159

MRA Advisory Group在最新一期 13F 报告中披露了 159 项持股，申报期为 2026-06-30，总持股市值约为 US$2.8亿，季度换手率为 32.0%。

浏览其他1 亿至 10 亿美元机构浏览其他以“M”开头的机构

机构性格雪花图

集中度
10.04
持仓稳定性
32.04
动能／逆势
100
行业集中度
53.35
多样化
100
仓位均衡度
82.79

近期动向

  • 减仓 NVDA

    -56.4%　-US$215.9万

  • 减仓 META

    -52.6%　-US$196.3万

  • 减仓 MSFT

    -36.7%　-US$171.6万

  • 加仓 BE

    +87.2%　US$234.8万

  • 加仓 EWY

    -12.6%　US$292.6万

  • 新建仓 MO

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

仅显示前 157 大持股（共 159 只）

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1VGKVanguard Ftse Europe ETFETF-其他6.37%-0.11%+2.87%
2DJDInvesco Dow Jones IndustrialETF-其他5.81%-0.25%+1.55%
3JAAAJanus Henderson Aaa Clo ETFETF-其他4.53%—+2.05%
4QUALIshares Msci USA Quality FacETF-其他4.17%+0.17%+2.47%
5BONDPimco Active Bond Exchange-tETF-其他4.01%—+2.90%
6SRLNSs Blackstone Sr Loan ETFETF-其他3.79%—+2.69%
7EWYIshares Msci South Korea ETFETF-其他3.50%+0.76%-12.59%
8ITAIshares U.s. Aerospace & DefETF-其他3.34%-0.01%+0.97%
9QQQEDirx Nasdaq-100eq Wi Etf-usdETF-科技型3.22%+0.33%+1.03%
10IVVIshares Core S&p 500 ETFETF-大型股与成长3.12%+0.01%-1.48%
11KBESs Spdr S&p Bank ETFETF-其他2.79%+0.18%+4.87%
12LMBSFirst Trust Low Duration OppETF-其他2.67%—+1.75%
13ISCGIshares Morningstar Small-caETF-其他2.63%+0.18%+0.97%
14VWOBVanguard Emerg Mkts Gov BndETF-其他2.12%—+2.18%
15GDXJVaneck Junior Gold MinersETF-避险与商品2.04%-0.67%+3.31%
16AIRRFirst Trust Rba American IndETF-其他2.00%+0.06%-3.65%
17PAVEGlobal X US InfrastructureETF-其他1.86%+0.02%-1.81%
18VPUVanguard Utilities ETFETF-其他1.71%—-0.59%
19XLESs Energy Select SectorETF-其他1.61%-0.52%-1.75%
20AAPLApple INC股票-科技1.57%—-15.40%
21AMZNAmazon.com INC股票-周期性消费1.26%—-10.02%
22BEBloom Energy Corp- A股票-工业1.12%+0.82%+87.22%
23MSFTMicrosoft CORP股票-科技1.10%-0.83%-36.70%
24XEVTXEaton Vance Tax-adv Dvd INC股票-其他0.89%—+1.95%
25GOOGAlphabet Inc-cl C股票-通信服务0.89%—-27.10%
26WMTWalmart INC股票-非周期性消费0.82%—+40.45%
27NVDANvidia CORP股票-科技0.78%-0.98%-56.37%
28CSCOCisco Systems INC股票-科技0.76%+0.63%+327.38%
29MOAltria Group INC股票-非周期性消费0.76%+0.76%NEW
30ABBVAbbvie INC股票-医疗保健0.72%+0.48%+195.46%
31NPOEnpro INC股票-工业0.66%+0.16%—
32GHGuardant Health INC股票-医疗保健0.65%+0.22%+6.24%
33AVGOBroadcom INC股票-科技0.64%—-9.61%
34VRTVertiv Holdings Co-a股票-工业0.64%—-27.90%
35LITELumentum Holdings INC股票-科技0.63%—-15.68%
36PHYLPgim Active High Yield BondETF-非投资级债0.63%—-3.71%
37ALABAstera Labs INC股票-科技0.63%+0.63%NEW
38HYDWXtrs Low Beta Hi Yield ETFETF-其他0.63%—-4.27%
39METAMeta Platforms Inc-class A股票-通信服务0.62%-0.88%-52.61%
40PDIPimco Dynamic Income Fund股票-金融0.59%—+3.44%
41CVXChevron CORP股票-能源0.58%+0.42%+416.28%
42HDHome Depot INC股票-周期性消费0.56%+0.41%+304.40%
43KOCoca-cola Co/the股票-非周期性消费0.56%+0.44%+375.69%
44AMGNAmgen INC股票-医疗保健0.56%+0.44%+430.67%
45CRDOCredo Technology Group Holding Ltd股票-科技0.53%+0.53%NEW
46DOCNDigitalocean Holdings INC股票-科技0.53%+0.53%NEW
47CATCaterpillar INC股票-工业0.51%—-11.33%
48AXONAxon Enterprise INC股票-工业0.51%—-38.62%
49BMYBristol-myers Squibb Co股票-医疗保健0.49%+0.49%NEW
50CCitigroup INC股票-金融0.49%+0.39%+338.04%
1–50 of 157

本季持股变动

MRA Advisory Group 在 2026-06-30 最显著的持仓异动： 新建仓: Altria Group INC (MO); 新建仓: Astera Labs INC (ALAB); 新建仓: Credo Technology Group Holding Ltd (CRDO); 新建仓: Digitalocean Holdings INC (DOCN); 新建仓: Bristol-myers Squibb Co (BMY).

MRA Advisory Group 于截至 2026-06-30 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1BEBloom Energy Corp- A+0.8%+87.22%加仓
2EWYIshares Msci South Korea ETF+0.8%-12.59%减仓
3MOAltria Group INC+0.8%NEW新建仓
4CSCOCisco Systems INC+0.6%+327.38%加仓
5ALABAstera Labs INC+0.6%NEW新建仓
6CRDOCredo Technology Group Holding Ltd+0.5%NEW新建仓
7DOCNDigitalocean Holdings INC+0.5%NEW新建仓
8BMYBristol-myers Squibb Co+0.5%NEW新建仓
9ABBVAbbvie INC+0.5%+195.46%加仓
10AMGNAmgen INC+0.4%+430.67%加仓
11KOCoca-cola Co/the+0.4%+375.69%加仓
12CVXChevron CORP+0.4%+416.28%加仓
13HDHome Depot INC+0.4%+304.40%加仓
14CACICaci International INC -cl A+0.4%NEW新建仓
15COPConocophillips+0.4%NEW新建仓
16CCitigroup INC+0.4%+338.04%加仓
17GEVGE Vernova INC+0.4%NEW新建仓
18QQQEDirx Nasdaq-100eq Wi Etf-usd+0.3%+1.03%加仓
19BTSGBrightspring Health Services+0.3%NEW新建仓
20ELANElanco Animal Health INC+0.3%NEW新建仓
21NXTNextpower Inc-cl A+0.3%NEW新建仓
22GEGeneral Electric+0.3%+94.10%加仓
23AEISAdvanced Energy Industries+0.2%NEW新建仓
24FORMFormfactor INC+0.2%NEW新建仓
25GHGuardant Health INC+0.2%+6.24%加仓
26KBESs Spdr S&p Bank ETF+0.2%+4.87%加仓
27ISCGIshares Morningstar Small-ca+0.2%+0.97%加仓
28QUALIshares Msci USA Quality Fac+0.2%+2.47%加仓
29NPOEnpro INC+0.2%—不变
30AIRRFirst Trust Rba American Ind+0.1%-3.65%减仓
31PAVEGlobal X US Infrastructure0%-1.81%减仓
32IVVIshares Core S&p 500 ETF0%-1.48%减仓
33ITAIshares U.s. Aerospace & Def0%+0.97%加仓
34VGKVanguard Ftse Europe ETF-0.1%+2.87%加仓
35DJDInvesco Dow Jones Industrial-0.3%+1.55%加仓
36WFCWells Fargo & Co-0.3%EXIT清仓
37LLYEli Lilly & Co-0.3%-71.68%减仓
38CEGConstellation Energy-0.3%EXIT清仓
39OKLOOklo INC-0.3%-56.74%减仓
40APLDApplied Digital CORP-0.3%-69.49%减仓
41CRSCarpenter Technology-0.3%EXIT清仓
42JPMJpmorgan Chase & Co-0.3%-48.10%减仓
43NFLXNetflix INC-0.4%-72.64%减仓
44PLTRPalantir Technologies Inc-a-0.5%-53.46%减仓
45XLESs Energy Select Sector-0.5%-1.75%减仓
46GDXJVaneck Junior Gold Miners-0.7%+3.31%加仓
47KTOSKratos Defense & Security-0.7%-72.27%减仓
48MSFTMicrosoft CORP-0.8%-36.70%减仓
49METAMeta Platforms Inc-class A-0.9%-52.61%减仓
50NVDANvidia CORP-1%-56.37%减仓

FAQ

MRA Advisory Group 是什么机构？属于哪种投资人类型？
MRA Advisory Group 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（2026-06-30），该机构追踪的股票投资组合估值约为 US$2.8亿，分布在 159 个已申报仓位之中。
MRA Advisory Group 目前前几大持股有哪些？
根据最新 13F 申报，MRA Advisory Group 按市值排列的前几大持股为： 1. Vanguard Ftse Europe ETF (VGK) — US$1756.0万 (6.4%) 2. Invesco Dow Jones Industrial (DJD) — US$1602.0万 (5.8%) 3. Janus Henderson Aaa Clo ETF (JAAA) — US$1249.2万 (4.5%) 4. Ishares Msci USA Quality Fac (QUAL) — US$1149.8万 (4.2%) 5. Pimco Active Bond Exchange-t (BOND) — US$1105.0万 (4.0%)
MRA Advisory Group 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，MRA Advisory Group 共进行了 49 项显著调整：新建仓 13 个仓位、加仓 18 个既有持股、减仓 15 个仓位，并完全清仓 3 个持股。 其中幅度最大的异动：新建仓: Altria Group INC (MO); 新建仓: Astera Labs INC (ALAB); 新建仓: Credo Technology Group Holding Ltd (CRDO); 新建仓: Digitalocean Holdings INC (DOCN); 新建仓: Bristol-myers Squibb Co (BMY)
MRA Advisory Group 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，MRA Advisory Group 的主要板块分布如下： • Information Technology: 32.4% • Industrials: 17.9% • Health Care: 11.9% • Consumer Discretionary: 9.2% • Consumer Staples: 8.1% • Communication Services: 7.2%

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