MCF Advisors LLC
LEXINGTON KY · SEC CIK 0001602905
$22.82亿2026Q1 申报市值
1,337持仓数
45.9%前十大占比 · 第一大 12.4%
278 / 73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
DGRO 加仓+$5,906.41万
SCHD 加仓+$4,679.77万
QUAL 加仓+$4,047.87万
DIVI 新建仓+$3,233.32万
IWR 加仓+$2,993.39万
2026Q1 卖出最多 按季末市值估算
IWM 减仓-$220.60万
BIL 减仓-$152.70万
GOVT 减仓-$151.36万
IEFA 减仓-$125.47万
VWO 减仓-$123.10万
2026Q1 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| MCD | MCDONALDS CORP | $185.58万 | 0.08% | 5,971 | 962 | 19.2% | $29.90万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $188.60万 | 0.08% | 41,315 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $190.51万 | 0.08% | 8,063 | 4,997 | 163.0% | $118.07万 | 加仓 |
| PGR | PROGRESSIVE CORP | $190.98万 | 0.08% | 9,634 | 7,199 | 295.6% | $142.71万 | 加仓 |
| USB | US BANCORP | $191.98万 | 0.08% | 36,650 | 6,582 | 21.9% | $34.48万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $198.25万 | 0.09% | 64,034 | -16 | -0.0% | -$495 | 减仓 |
| PSX | PHILLIPS 66 | $198.85万 | 0.09% | 10,915 | 4,408 | 67.7% | $80.31万 | 加仓 |
| IBDY | ISHARES TR | $199.59万 | 0.09% | 77,210 | 511 | 0.7% | $1.32万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $203.06万 | 0.09% | 27,039 | 1,479 | 5.8% | $11.11万 | 加仓 |
| TSLA | TESLA INC | $211.51万 | 0.09% | 5,689 | -274 | -4.6% | -$10.19万 | 减仓 |
| CINF | CINCINNATI FINL CORP | $212.69万 | 0.09% | 13,437 | 486 | 3.8% | $7.69万 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $213.05万 | 0.09% | 27,533 | 1,258 | 4.8% | $9.73万 | 加仓 |
| UNP | UNION PAC CORP | $215.50万 | 0.09% | 8,882 | 222 | 2.6% | $5.39万 | 加仓 |
| GEV | GE VERNOVA INC | $217.25万 | 0.10% | 2,487 | 1,356 | 119.9% | $118.45万 | 加仓 |
| BOND | PIMCO ETF TR | $224.06万 | 0.10% | 24,280 | -6,433 | -20.9% | -$59.36万 | 减仓 |
| HDV | ISHARES TR | $232.98万 | 0.10% | 17,166 | 3,633 | 26.8% | $49.31万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $244.54万 | 0.11% | 38,161 | 1,890 | 5.2% | $12.11万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $251.98万 | 0.11% | 108,055 | -11,093 | -9.3% | -$25.87万 | 减仓 |
| IWP | ISHARES TR | $256.13万 | 0.11% | 19,992 | 350 | 1.8% | $4.48万 | 加仓 |
| MUB | ISHARES TR | $257.32万 | 0.11% | 24,241 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $258.36万 | 0.11% | 33,298 | 3,892 | 13.2% | $30.20万 | 加仓 |
| KO | COCA COLA CO | $267.14万 | 0.12% | 34,902 | 3,623 | 11.6% | $27.73万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $269.07万 | 0.12% | 8,895 | 2,537 | 39.9% | $76.74万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $278.38万 | 0.12% | 19,974 | 5,311 | 36.2% | $74.02万 | 加仓 |
| RTX | RTX CORPORATION | $280.23万 | 0.12% | 14,527 | 2,284 | 18.7% | $44.06万 | 加仓 |
| CAT | CATERPILLAR INC | $282.17万 | 0.12% | 3,983 | 245 | 6.6% | $17.36万 | 加仓 |
| ABBV | ABBVIE INC | $283.53万 | 0.12% | 13,037 | 638 | 5.1% | $13.88万 | 加仓 |
| QLTY | GMO ETF TRUST | $286.55万 | 0.13% | 79,070 | -25,956 | -24.7% | -$94.07万 | 减仓 |
| ORCL | ORACLE CORP | $290.31万 | 0.13% | 19,734 | 2,195 | 12.5% | $32.29万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $291.25万 | 0.13% | 40,946 | -9,286 | -18.5% | -$66.05万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $292.26万 | 0.13% | 37,273 | 201 | 0.5% | $1.58万 | 加仓 |
| MRK | MERCK & CO INC | $294.08万 | 0.13% | 24,309 | 5,073 | 26.4% | $61.37万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $296.60万 | 0.13% | 4,075 | 4,075 | — | $296.60万 | 新建仓 |
| BAC | BANK AMERICA CORP | $301.98万 | 0.13% | 61,944 | 6,180 | 11.1% | $30.13万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $319.14万 | 0.14% | 127,149 | 82,063 | 182.0% | $205.98万 | 加仓 |
| IBDW | ISHARES TR | $321.23万 | 0.14% | 153,478 | 1,049 | 0.7% | $2.20万 | 加仓 |
| BA | BOEING CO | $321.80万 | 0.14% | 16,168 | 1,665 | 11.5% | $33.14万 | 加仓 |
| LLY | ELI LILLY & CO | $324.28万 | 0.14% | 3,526 | 761 | 27.5% | $69.99万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $328.30万 | 0.14% | 70,204 | 2,439 | 3.6% | $11.41万 | 加仓 |
| VO | VANGUARD INDEX FDS | $329.63万 | 0.14% | 11,478 | 30 | 0.3% | $8,615 | 加仓 |
| VBR | VANGUARD INDEX FDS | $343.74万 | 0.15% | 15,822 | 15,772 | 31,544.0% | $342.65万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $345.46万 | 0.15% | 40,719 | -189 | -0.5% | -$1.60万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $345.74万 | 0.15% | 37,225 | 5,520 | 17.4% | $51.27万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $352.79万 | 0.15% | 7,171 | 1,967 | 37.8% | $96.77万 | 加仓 |
| GE | GE AEROSPACE | $371.76万 | 0.16% | 13,082 | 4,741 | 56.8% | $134.73万 | 加仓 |
| IBDV | ISHARES TR | $374.41万 | 0.16% | 171,040 | 1,056 | 0.6% | $2.31万 | 加仓 |
| MCO | MOODYS CORP | $376.97万 | 0.17% | 8,641 | 751 | 9.5% | $32.76万 | 加仓 |
| CMI | CUMMINS INC | $378.62万 | 0.17% | 7,037 | 2,182 | 44.9% | $117.40万 | 加仓 |
| CVX | CHEVRON CORPORATION | $386.09万 | 0.17% | 18,661 | 6,233 | 50.2% | $128.96万 | 加仓 |
| HD | HOME DEPOT INC | $390.08万 | 0.17% | 11,861 | 2,989 | 33.7% | $98.30万 | 加仓 |
| GOOG | ALPHABET INC | $395.15万 | 0.17% | 13,775 | 2,100 | 18.0% | $60.24万 | 加仓 |
| WMT | WALMART INC | $410.15万 | 0.18% | 32,939 | 8,383 | 34.1% | $104.38万 | 加仓 |
| AMGN | AMGEN INC | $410.42万 | 0.18% | 11,665 | 1,197 | 11.4% | $42.11万 | 加仓 |
| WSBC | WESBANCO INC | $434.64万 | 0.19% | 124,647 | -248 | -0.2% | -$8,648 | 减仓 |
| META | META PLATFORMS INC | $436.47万 | 0.19% | 7,629 | 987 | 14.9% | $56.47万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $451.56万 | 0.20% | 77,137 | -5,992 | -7.2% | -$35.08万 | 减仓 |
| — | EXXON MOBIL CORP | $473.98万 | 0.21% | 27,937 | 4,805 | 20.8% | $81.52万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $492.53万 | 0.22% | 55,679 | -66 | -0.1% | -$5,838 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $519.22万 | 0.23% | 24,143 | -297 | -1.2% | -$6.39万 | 减仓 |
| V | VISA INC | $534.35万 | 0.23% | 17,680 | 1,923 | 12.2% | $58.12万 | 加仓 |
| IGLB | ISHARES TR | $555.46万 | 0.24% | 111,921 | 3,963 | 3.7% | $19.67万 | 加仓 |
| IBDR | ISHARES TR | $558.83万 | 0.24% | 230,542 | 1,436 | 0.6% | $3.48万 | 加仓 |
| QQQ | INVESCO QQQ TR | $563.95万 | 0.25% | 9,771 | 1,753 | 21.9% | $101.18万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $597.15万 | 0.26% | 24,429 | 5,460 | 28.8% | $133.47万 | 加仓 |
| IBDS | ISHARES TR | $610.04万 | 0.27% | 251,668 | 10,155 | 4.2% | $24.62万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $617.62万 | 0.27% | 19,252 | 1,942 | 11.2% | $62.30万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $618.74万 | 0.27% | 135,108 | -8,799 | -6.1% | -$40.30万 | 减仓 |
| AGG | ISHARES TR | $626.26万 | 0.27% | 63,087 | 58,335 | 1,227.6% | $579.09万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $628.38万 | 0.28% | 116,260 | -22,775 | -16.4% | -$123.10万 | 减仓 |
| IBDT | ISHARES TR | $637.43万 | 0.28% | 251,652 | 8,669 | 3.6% | $21.96万 | 加仓 |
| IBDX | ISHARES TR | $644.34万 | 0.28% | 254,984 | 148,486 | 139.4% | $375.22万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $672.94万 | 0.29% | 14,043 | 3,482 | 33.0% | $166.86万 | 加仓 |
| BIL | SPDR SERIES TRUST | $681.73万 | 0.30% | 74,392 | -16,663 | -18.3% | -$152.70万 | 减仓 |
| AVGO | BROADCOM INC | $694.45万 | 0.30% | 22,437 | 6,175 | 38.0% | $191.12万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $788.08万 | 0.35% | 26,791 | 5,232 | 24.3% | $153.90万 | 加仓 |
| MOAT | VANECK ETF TRUST | $801.62万 | 0.35% | 82,897 | -2,378 | -2.8% | -$23.00万 | 减仓 |
| AMZN | AMAZON COM INC | $802.43万 | 0.35% | 38,529 | 6,524 | 20.4% | $135.87万 | 加仓 |
| GOOGL | ALPHABET INC | $916.26万 | 0.40% | 31,863 | 2,616 | 8.9% | $75.23万 | 加仓 |
| IWM | ISHARES TR | $921.66万 | 0.40% | 37,164 | -8,895 | -19.3% | -$220.60万 | 减仓 |
| IBDU | ISHARES TR | $986.81万 | 0.43% | 424,253 | 53,278 | 14.4% | $123.92万 | 加仓 |
| IXUS | ISHARES TR | $1,007.05万 | 0.44% | 116,234 | -5,455 | -4.5% | -$47.26万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $1,020.62万 | 0.45% | 304,298 | 304,298 | — | $1,020.62万 | 新建仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,071.31万 | 0.47% | 72,337 | 59,612 | 468.5% | $882.85万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $1,106.02万 | 0.48% | 195,134 | 195,134 | — | $1,106.02万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $1,172.02万 | 0.51% | 81,143 | 40,936 | 101.8% | $591.28万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $1,297.99万 | 0.57% | 21,018 | -125 | -0.6% | -$7.72万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $1,328.79万 | 0.58% | 30,422 | 380 | 1.3% | $16.60万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $1,506.10万 | 0.66% | 135,465 | -7,688 | -5.4% | -$85.48万 | 减仓 |
| EFA | ISHARES TR | $1,584.16万 | 0.69% | 163,097 | 22,115 | 15.7% | $214.80万 | 加仓 |
| IWF | ISHARES TR | $1,606.30万 | 0.70% | 37,671 | 36,117 | 2,324.1% | $1,540.04万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,639.71万 | 0.72% | 44,296 | 7,280 | 19.7% | $269.48万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,803.56万 | 0.79% | 103,410 | 25,292 | 32.4% | $441.11万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $1,890.22万 | 0.83% | 737,216 | -27,791 | -3.6% | -$71.26万 | 减仓 |
| TBUX | T ROWE PRICE ETF INC | $2,098.54万 | 0.92% | 421,818 | 421,818 | — | $2,098.54万 | 新建仓 |
| DFAE | DIMENSIONAL ETF TRUST | $2,185.41万 | 0.96% | 645,426 | 645,426 | — | $2,185.41万 | 新建仓 |
| JSCP | J P MORGAN EXCHANGE TRADED F | $2,407.64万 | 1.06% | 509,014 | 509,014 | — | $2,407.64万 | 新建仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $2,553.09万 | 1.12% | 1,142,834 | 1,142,834 | — | $2,553.09万 | 新建仓 |
| BCI | ABRDN ETFS | $2,766.89万 | 1.21% | 1,139,105 | -7,022 | -0.6% | -$17.06万 | 减仓 |
| AAPL | APPLE INC | $2,800.10万 | 1.23% | 110,331 | 20,201 | 22.4% | $512.68万 | 加仓 |
| IWR | ISHARES TR | $3,085.05万 | 1.35% | 317,294 | 307,867 | 3,265.8% | $2,993.39万 | 加仓 |