13FBOX
McCartney Wealth Management LLC · 13F 持仓分析
期权收益计算器 机构排行

McCartney Wealth Management LLC

No.8564 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.32亿
环比变动 Q1 2026
+$1,311.2万+11.0%
持仓股票数
65
新买入
1
加仓
36
减仓
16
清仓
1
持股不变
12
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
A美国世纪ETF信托AVUS
13.15%12.46%$1,734.4万13.5万股$1,479.5万13.3万股+2,344股+1.76%加仓
DDimensional维度ETF信托DFAC
10.09%9.87%$1,331.3万30.0万股$1,172.3万30.2万股-1,570股-0.52%减仓
DDimensional维度ETF信托DFLV
4.19%4.09%$552.3万14.0万股$485.4万13.6万股+3,754股+2.76%加仓
AVANTIS INTLNGG
4.03%4.17%$531.6万6.0万股$494.9万5.8万股+1,260股+2.16%加仓
AAvantis·U SAVUV
3.96%3.8%$522.0万4.2万股$451.1万4.1万股+1,008股+2.47%加仓
DDimensional维度ETF信托DFEV
3.86%3.52%$509.5万11.9万股$417.7万11.7万股+2,678股+2.29%加仓
DDimensional维度·USDFUV
3.81%3.75%$502.0万9.1万股$445.3万9.2万股-641股-0.70%减仓
AAVANTIS SHORT-TERM FIXED INCOME ETFAVSF
3.43%3.67%$451.9万9.7万股$435.4万9.3万股+4,010股+4.31%加仓
DDimensional维度ETF信托DFIP
3.32%3.51%$437.8万10.6万股$417.2万10.0万股+6,119股+6.12%加仓
AAVANTIS CORE FIXED INCOME ETFAVIG
3.24%3.48%$427.8万10.3万股$413.3万9.9万股+3,820股+3.84%加仓
DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX
3.02%3.13%$398.6万10.8万股$371.4万10.9万股-1,140股-1.04%减仓
DDimensional维度·US HIGH PROFITABILITY ETFDUHP
2.94%2.76%$387.1万9.3万股$327.6万8.9万股+3,657股+4.10%加仓
A美国世纪ETF信托AVEM
2.77%2.57%$365.3万3.8万股$305.1万3.8万股-2股-0.01%减仓
DDimensional维度ETF信托DFGX
2.58%2.53%$339.9万6.3万股$301.1万5.7万股+6,021股+10.49%加仓
V先锋领航指数基金VTV
2.35%2.33%$310.2万1.4万股$276.7万1.4万股+131股+0.93%加仓
DDimensional维度ETF信托DFIV
2.02%2.17%$266.5万4.9万股$257.8万4.9万股+490股+1.00%加仓
AAvantis US Small Cap Value ETFAVDV
1.99%2.11%$263.0万2.6万股$250.7万2.5万股+425股+1.69%加仓
AAMERICAN CENTY ETF TRAVGV
1.89%1.86%$248.7万2.9万股$221.3万2.9万股+712股+2.49%加仓
V先锋领航斯科茨代尔基金VGIT
1.87%2.05%$247.0万4.2万股$243.7万4.1万股+952股+2.33%加仓
IiShares安硕信托MTUM
1.58%1.22%$208.2万6,073股$145.3万6,055股+18股+0.30%加仓
DDimensional维度·INTERNATIONAL HIGH PROFITABILITY ETFDIHP
1.38%1.4%$181.7万5.3万股$166.1万5.2万股+1,678股+3.25%加仓
高露洁CL
1.34%1.38%$176.4万1.9万股$164.0万1.9万股00.00%持仓不变
IiShares安硕信托STIP
1.29%1.43%$170.0万1.7万股$170.3万1.6万股+173股+1.05%加仓
IIshares Gnma Bond EtfGNMA
1.24%1.36%$163.7万3.7万股$161.0万3.6万股+683股+1.88%加仓
DDimensional维度ETF信托DUSB
1.05%1.44%$138.9万2.7万股$171.1万3.4万股-6,394股-18.95%减仓
V先锋领航·RUSSELL 3000 ETFVTHR
1.01%0.98%$133.7万4,033股$116.0万4,033股00.00%持仓不变
IISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETFISHG
0.94%1.03%$124.0万1.7万股$122.2万1.6万股+226股+1.37%加仓
IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB
0.92%1.01%$121.4万2.3万股$119.5万2.3万股+414股+1.82%加仓
IiShares安硕信托IMTM
0.89%0.89%$117.2万2.2万股$105.6万2.2万股-3股-0.01%减仓
IiShares安硕信托TIP
0.89%0.97%$116.8万1.1万股$115.3万1.0万股+226股+2.16%加仓
V先锋领航·TOTALBNDX
0.83%0.9%$109.3万2.3万股$106.8万2.2万股+354股+1.59%加仓
IiShares安硕信托EFV
0.8%0.87%$106.0万1.4万股$103.4万1.4万股-62股-0.45%减仓
DDimensional维度·U.S. EQUITY MARKET ETFDFUS
0.73%0.7%$96.6万1.2万股$83.6万1.2万股00.00%持仓不变
SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO
0.68%0.77%$90.2万3.7万股$91.8万3.8万股-463股-1.22%减仓
SSCHWAB FUNDAMENTAL U.S. BROAD MARKET ETFFNDB
0.66%0.65%$87.2万2.9万股$77.7万2.9万股+49股+0.17%加仓
NNUVEEN ESGNUSC
0.65%0.55%$85.2万1.6万股$65.1万1.4万股+1,894股+13.11%加仓
DDimensional维度ETF信托DFSB
0.63%0.61%$83.1万1.6万股$72.2万1.4万股+1,984股+14.21%加仓
IiShares安硕信托SGOV
0.54%0.62%$71.1万7,060股$73.9万7,337股-277股-3.78%减仓
J摩根大通·ULTRA-SHORT INCOME ETFJPST
0.44%0.49%$57.9万1.1万股$58.0万1.1万股00.00%持仓不变
iShares安硕·MBSACGL
0.44%0.49%$57.7万6,104股$58.0万6,112股-8股-0.13%减仓
AALPHA ARCHITECT TAIL RISK ETFCAOS
0.42%0.48%$55.7万6,165股$57.3万6,315股-150股-2.38%减仓
英特尔INTC
0.39%$51.8万3,710股$00股+3,710股新买入
沃尔玛WMT
0.35%0.43%$46.2万4,078股$50.8万4,078股00.00%持仓不变
苹果AAPL
0.35%0.33%$45.6万1,574股$38.7万1,524股+50股+3.28%加仓
SSIMPLIFY EXCHANGE TRADED FUNSPD
0.34%0.33%$45.0万1.1万股$39.5万1.1万股00.00%持仓不变
GGREIFGEF
0.33%0.33%$43.7万5,815股$39.3万5,815股00.00%持仓不变
V先锋领航国际股票指数基金VT
0.32%0.31%$42.3万2,698股$37.3万2,694股+4股+0.15%加仓
IiShares安硕ESGE
0.31%0.3%$41.4万7,563股$35.4万7,791股-228股-2.93%减仓
DDimensional维度ETF信托DFSD
0.3%0.32%$39.8万8,341股$38.1万7,967股+374股+4.69%加仓
S嘉信·U.S. BROAD MARKET ETFSCHB
0.28%0.25%$36.4万1.3万股$30.0万1.2万股+622股+5.20%加仓

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