MCMORGAN & CO LLC
SAN FRANCISCO CA · SEC CIK 0001162695
$6.18亿2026Q1 申报市值
40持仓数
77.8%前十大占比 · 第一大 23.8%
3 / 6新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VOO 加仓+$6,916.98万
CORO 新建仓+$2,554.57万
SYSB 新建仓+$1,284.23万
ICVT 新建仓+$805.88万
BND 加仓+$212.50万
2026Q1 卖出最多 按季末市值估算
JPST 减仓-$2,789.28万
FLOT 减仓-$1,873.92万
IUSB 减仓-$1,698.26万
VEA 减仓-$1,406.42万
GLDM 减仓-$1,054.57万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| — | JAMF HLDG CORP | $0 | 0.00% | 0 | -35,463 | -100.0% | -$46.14万 | 清仓 |
| BLKB | BLACKBAUD INC | $0 | 0.00% | 0 | -6,892 | -100.0% | -$43.64万 | 清仓 |
| GOOG | ALPHABET INC | $0 | 0.00% | 0 | -877 | -100.0% | -$27.52万 | 清仓 |
| SPSC | SPS COMM INC | $0 | 0.00% | 0 | -3,068 | -100.0% | -$27.35万 | 清仓 |
| — | HILLENBRAND INC | $0 | 0.00% | 0 | -8,575 | -100.0% | -$27.20万 | 清仓 |
| GNTX | GENTEX CORP | $0 | 0.00% | 0 | -10,345 | -100.0% | -$24.07万 | 清仓 |
| VVV | VALVOLINE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FC | FRANKLIN COVEY CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| THRY | THRYV HLDGS INC | $5.76万 | 0.01% | 21,016 | -5,820 | -21.7% | -$1.59万 | 减仓 |
| BV | BRIGHTVIEW HLDGS INC | $14.81万 | 0.02% | 12,565 | -4,845 | -27.8% | -$5.71万 | 减仓 |
| — | EUROPEAN WAX CTR INC | $15.71万 | 0.03% | 27,179 | -9,165 | -25.2% | -$5.30万 | 减仓 |
| WSC | WILLSCOT MOBIL MINI HLDNG CO | $20.22万 | 0.03% | 11,647 | -3,133 | -21.2% | -$5.44万 | 减仓 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $20.41万 | 0.03% | 34,015 | -11,111 | -24.6% | -$6.67万 | 减仓 |
| WH | WYNDHAM HOTELS & RESORTS INC | $20.88万 | 0.03% | 2,570 | -865 | -25.2% | -$7.03万 | 减仓 |
| ITA | ISHARES TR | $21.61万 | 0.03% | 987 | -75 | -7.1% | -$1.64万 | 减仓 |
| BL | BLACKLINE INC | $22.20万 | 0.04% | 6,000 | -2,985 | -33.2% | -$11.04万 | 减仓 |
| PBH | PRESTIGE CONSMR HEALTHCARE I | $22.90万 | 0.04% | 3,863 | -1,300 | -25.2% | -$7.71万 | 减仓 |
| EXLS | EXLSERVICE HOLDINGS INC | $23.67万 | 0.04% | 7,773 | -3,505 | -31.1% | -$10.67万 | 减仓 |
| OSW | ONESPAWORLD HOLDINGS LIMITED | $24.86万 | 0.04% | 10,830 | -4,275 | -28.3% | -$9.81万 | 减仓 |
| CROX | CROCS INC | $25.23万 | 0.04% | 3,039 | -1,122 | -27.0% | -$9.31万 | 减仓 |
| PLOW | DOUGLAS DYNAMICS INC | $25.80万 | 0.04% | 6,130 | -2,237 | -26.7% | -$9.42万 | 减仓 |
| IIIV | I3 VERTICALS INC | $27.44万 | 0.04% | 12,271 | -4,110 | -25.1% | -$9.19万 | 减仓 |
| NSSC | NAPCO SEC TECHNOLOGIES INC | $30.53万 | 0.05% | 7,751 | -3,600 | -31.7% | -$14.18万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $35.88万 | 0.06% | 2,699 | 1,124 | 71.4% | $14.94万 | 加仓 |
| SN | SHARKNINJA INC | $39.41万 | 0.06% | 3,721 | -1,245 | -25.1% | -$13.18万 | 减仓 |
| YOU | CLEAR SECURE INC | $53.03万 | 0.09% | 10,955 | -4,375 | -28.5% | -$21.18万 | 减仓 |
| USMV | ISHARES TR | $261.88万 | 0.42% | 28,238 | 108 | 0.4% | $1.00万 | 加仓 |
| OEF | ISHARES TR | $346.15万 | 0.56% | 10,882 | -22,438 | -67.3% | -$713.74万 | 减仓 |
| SHLD | GLOBAL X FDS | $420.16万 | 0.68% | 59,310 | -12,500 | -17.4% | -$88.55万 | 减仓 |
| ICVT | ISHARES TR | $805.88万 | 1.30% | 79,171 | 79,171 | — | $805.88万 | 新建仓 |
| BAI | BLACKROCK ETF TRUST | $1,091.66万 | 1.77% | 331,308 | 4,233 | 1.3% | $13.95万 | 加仓 |
| GLDM | WORLD GOLD TR | $1,123.57万 | 1.82% | 121,218 | -113,774 | -48.4% | -$1,054.57万 | 减仓 |
| SYSB | ISHARES TR | $1,284.23万 | 2.08% | 144,296 | 144,296 | — | $1,284.23万 | 新建仓 |
| STIP | ISHARES TR | $1,330.15万 | 2.15% | 128,603 | 3,145 | 2.5% | $32.53万 | 加仓 |
| FLOT | ISHARES TR | $1,514.55万 | 2.45% | 297,261 | -367,795 | -55.3% | -$1,873.92万 | 减仓 |
| IVE | ISHARES TR | $1,649.46万 | 2.67% | 78,118 | -1,330 | -1.7% | -$28.08万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $1,656.00万 | 2.68% | 457,206 | 9,053 | 2.0% | $32.79万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $1,791.68万 | 2.90% | 345,019 | 6,360 | 1.9% | $33.03万 | 加仓 |
| IVW | ISHARES TR | $2,220.52万 | 3.59% | 196,314 | 2,020 | 1.0% | $22.85万 | 加仓 |
| QUAL | ISHARES TR | $2,239.86万 | 3.62% | 116,774 | -2,996 | -2.5% | -$57.47万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED | $2,268.02万 | 3.67% | 448,136 | -551,131 | -55.2% | -$2,789.28万 | 减仓 |
| CORO | BLACKROCK ETF TRUST | $2,554.57万 | 4.13% | 794,503 | 794,503 | — | $2,554.57万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $3,434.32万 | 5.56% | 535,942 | -219,479 | -29.1% | -$1,406.42万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $3,676.24万 | 5.95% | 631,874 | 3,813 | 0.6% | $22.18万 | 加仓 |
| SPTL | SPDR SER TR | $3,988.06万 | 6.45% | 1,516,371 | 55,270 | 3.8% | $145.36万 | 加仓 |
| IUSB | ISHARES TR | $5,762.07万 | 9.32% | 1,247,471 | -367,668 | -22.8% | -$1,698.26万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $7,252.51万 | 11.73% | 121,370 | 115,755 | 2,061.5% | $6,916.98万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $1.47亿 | 23.77% | 1,995,233 | 28,856 | 1.5% | $212.50万 | 加仓 |