McNamara Financial Services, Inc.
MARSHFIELD MA · SEC CIK 0001622431
$5.28亿2026Q1 申报市值
99持仓数
75.8%前十大占比 · 第一大 18.1%
2 / 2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
BIL 加仓+$498.64万
SGOV 加仓+$150.86万
MUB 加仓+$100.97万
VUG 加仓+$64.99万
SPY 新建仓+$51.83万
2026Q1 卖出最多 按季末市值估算
SPDW 减仓-$234.60万
NVDA 减仓-$28.18万
SPEM 减仓-$21.21万
WFC 清仓-$20.16万
GPC 清仓-$20.00万
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 |
|---|---|---|---|---|---|---|---|---|
| PANW | PALO ALTO NETWORKS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VO | VANGUARD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WFC | WELLS FARGO CO NEW | $0 | 0.00% | 0 | -2,163 | -100.0% | -$20.16万 | 清仓 |
| GPC | GENUINE PARTS CO | $0 | 0.00% | 0 | -1,627 | -100.0% | -$20.00万 | 清仓 |
| — | DESTINATION XL GROUP INC | $7,072 | 0.00% | 13,867 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $21.96万 | 0.04% | 2,576 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $23.47万 | 0.04% | 2,993 | 175 | 6.2% | $1.37万 | 加仓 |
| T | AT&T INC | $23.84万 | 0.05% | 8,225 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $24.32万 | 0.05% | 1,830 | 0 | 0.0% | — | 不变 |
| DEM | WISDOMTREE TR | $24.57万 | 0.05% | 4,944 | -27 | -0.5% | -$1,342 | 减仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $25.09万 | 0.05% | 3,589 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $25.12万 | 0.05% | 1,325 | -25 | -1.9% | -$4,740 | 减仓 |
| LRCX | LAM RESEARCH CORP | $25.64万 | 0.05% | 1,200 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $26.33万 | 0.05% | 1,600 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $27.04万 | 0.05% | 3,048 | 73 | 2.5% | $6,475 | 加仓 |
| CSCO | CISCO SYS INC | $27.67万 | 0.05% | 3,566 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $27.89万 | 0.05% | 5,722 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $28.08万 | 0.05% | 470 | -10 | -2.1% | -$5,976 | 减仓 |
| TER | TERADYNE INC | $28.16万 | 0.05% | 950 | 950 | — | $28.16万 | 新建仓 |
| ACWI | ISHARES TR | $31.04万 | 0.06% | 2,243 | 11 | 0.5% | $1,522 | 加仓 |
| TXN | TEXAS INSTRS INC | $31.04万 | 0.06% | 1,599 | -208 | -11.5% | -$4.04万 | 减仓 |
| GL | GLOBE LIFE INC | $31.33万 | 0.06% | 2,251 | 0 | 0.0% | — | 不变 |
| DWM | WISDOMTREE TR | $31.77万 | 0.06% | 4,545 | -175 | -3.7% | -$1.22万 | 减仓 |
| AOA | ISHARES TR | $32.31万 | 0.06% | 3,651 | 173 | 5.0% | $1.53万 | 加仓 |
| GOOG | ALPHABET INC | $33.96万 | 0.06% | 1,184 | 117 | 11.0% | $3.36万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $34.65万 | 0.07% | 8,145 | 118 | 1.5% | $5,020 | 加仓 |
| VTV | VANGUARD INDEX FDS | $36.61万 | 0.07% | 1,866 | -26 | -1.4% | -$5,101 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $38.92万 | 0.07% | 460 | 0 | 0.0% | — | 不变 |
| XJH | ISHARES TR | $39.04万 | 0.07% | 8,605 | 3,856 | 81.2% | $17.49万 | 加仓 |
| JMSI | J P MORGAN EXCHANGE TRADED F | $40.11万 | 0.08% | 8,062 | -3,517 | -30.4% | -$17.50万 | 减仓 |
| ADI | ANALOG DEVICES INC | $40.47万 | 0.08% | 1,272 | 0 | 0.0% | — | 不变 |
| CGGR | CAPITAL GROUP GROWTH ETF | $40.83万 | 0.08% | 10,159 | 2,616 | 34.7% | $10.51万 | 加仓 |
| NUSC | NUSHARES ETF TR | $41.45万 | 0.08% | 9,198 | -125 | -1.3% | -$5,633 | 减仓 |
| PG | PROCTER & GAMBLE CO | $43.98万 | 0.08% | 3,045 | 0 | 0.0% | — | 不变 |
| MINT | PIMCO ETF TR | $45.19万 | 0.09% | 4,493 | 0 | 0.0% | — | 不变 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $46.48万 | 0.09% | 13,930 | -1,180 | -7.8% | -$3.94万 | 减仓 |
| DES | WISDOMTREE TR | $47.14万 | 0.09% | 13,117 | -63 | -0.5% | -$2,264 | 减仓 |
| IWD | ISHARES TR | $47.99万 | 0.09% | 2,246 | -115 | -4.9% | -$2.46万 | 减仓 |
| MSFT | MICROSOFT CORP | $49.10万 | 0.09% | 1,327 | 568 | 74.8% | $21.02万 | 加仓 |
| — | NUSHARES ETF TR | $51.28万 | 0.10% | 24,387 | 657 | 2.8% | $1.38万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $51.80万 | 0.10% | 15,055 | 226 | 1.5% | $7,777 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $51.83万 | 0.10% | 797 | 797 | — | $51.83万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $53.53万 | 0.10% | 2,190 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $55.78万 | 0.11% | 7,997 | -314 | -3.8% | -$2.19万 | 减仓 |
| IWF | ISHARES TR | $56.75万 | 0.11% | 1,331 | -54 | -3.9% | -$2.30万 | 减仓 |
| AGGY | WISDOMTREE TR | $57.18万 | 0.11% | 13,160 | 415 | 3.3% | $1.80万 | 加仓 |
| AMZN | AMAZON COM INC | $57.57万 | 0.11% | 2,764 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $59.98万 | 0.11% | 1,938 | 0 | 0.0% | — | 不变 |
| NYF | ISHARES TR | $60.22万 | 0.11% | 11,337 | 0 | 0.0% | — | 不变 |
| TOTL | SSGA ACTIVE ETF TR | $60.84万 | 0.12% | 15,314 | 1,802 | 13.3% | $7.16万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $63.34万 | 0.12% | 1,520 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $64.48万 | 0.12% | 2,192 | -22 | -1.0% | -$6,472 | 减仓 |
| VBK | VANGUARD INDEX FDS | $68.37万 | 0.13% | 2,262 | -114 | -4.8% | -$3.45万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $68.75万 | 0.13% | 3,731 | -47 | -1.2% | -$8,661 | 减仓 |
| GEV | GE VERNOVA INC | $70.44万 | 0.13% | 807 | 0 | 0.0% | — | 不变 |
| SHYG | ISHARES TR | $72.99万 | 0.14% | 17,252 | 931 | 5.7% | $3.94万 | 加仓 |
| NUEM | NUSHARES ETF TR | $73.41万 | 0.14% | 19,982 | -140 | -0.7% | -$5,143 | 减仓 |
| VOT | VANGUARD INDEX FDS | $83.72万 | 0.16% | 3,253 | -6 | -0.2% | -$1,544 | 减仓 |
| GE | GE AEROSPACE | $89.59万 | 0.17% | 3,157 | -158 | -4.8% | -$4.48万 | 减仓 |
| — | EXXON MOBIL CORP | $94.50万 | 0.18% | 5,570 | -79 | -1.4% | -$1.34万 | 减仓 |
| EBND | SPDR SERIES TRUST | $99.09万 | 0.19% | 48,008 | 1,881 | 4.1% | $3.88万 | 加仓 |
| EMHC | SPDR SERIES TRUST | $103.12万 | 0.20% | 41,582 | 1,511 | 3.8% | $3.75万 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $109.20万 | 0.21% | 16,624 | 1,082 | 7.0% | $7.11万 | 加仓 |
| IEFA | ISHARES TR | $124.35万 | 0.24% | 13,736 | 325 | 2.4% | $2.94万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $124.59万 | 0.24% | 13,221 | -245 | -1.8% | -$2.31万 | 减仓 |
| PEP | PEPSICO INC | $137.99万 | 0.26% | 8,886 | 0 | 0.0% | — | 不变 |
| NUDM | NUSHARES ETF TR | $139.62万 | 0.26% | 38,665 | -243 | -0.6% | -$8,775 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $141.70万 | 0.27% | 53,312 | 1,127 | 2.2% | $3.00万 | 加仓 |
| TIPX | SPDR SERIES TRUST | $141.90万 | 0.27% | 73,944 | 4,021 | 5.8% | $7.72万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $142.45万 | 0.27% | 6,557 | -222 | -3.3% | -$4.82万 | 减仓 |
| AAPL | APPLE INC | $153.79万 | 0.29% | 6,060 | 2 | 0.0% | $508 | 加仓 |
| TFLR | T ROWE PRICE ETF INC | $162.01万 | 0.31% | 32,170 | 2,176 | 7.3% | $10.96万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $163.74万 | 0.31% | 33,887 | -883 | -2.5% | -$4.27万 | 减仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $179.45万 | 0.34% | 56,841 | -2,395 | -4.0% | -$7.56万 | 减仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $181.63万 | 0.34% | 104,868 | -9,745 | -8.5% | -$16.88万 | 减仓 |
| DFIS | DIMENSIONAL ETF TRUST | $185.47万 | 0.35% | 55,086 | -3,431 | -5.9% | -$11.55万 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $195.32万 | 0.37% | 41,093 | -476 | -1.1% | -$2.26万 | 减仓 |
| IJR | ISHARES TR | $215.65万 | 0.41% | 17,348 | -465 | -2.6% | -$5.78万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $233.73万 | 0.44% | 13,402 | -1,616 | -10.8% | -$28.18万 | 减仓 |
| IWB | ISHARES TR | $240.68万 | 0.46% | 6,750 | -43 | -0.6% | -$1.53万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $246.63万 | 0.47% | 16,653 | -99 | -0.6% | -$1.47万 | 减仓 |
| VB | VANGUARD INDEX FDS | $291.16万 | 0.55% | 11,116 | -369 | -3.2% | -$9.67万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $375.37万 | 0.71% | 146,514 | 9,579 | 7.0% | $24.54万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $380.77万 | 0.72% | 49,748 | -121 | -0.2% | -$9,261 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $389.72万 | 0.74% | 18,122 | -376 | -2.0% | -$8.09万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $513.17万 | 0.97% | 94,943 | -1,687 | -1.7% | -$9.12万 | 减仓 |
| SUB | ISHARES TR | $526.93万 | 1.00% | 49,477 | 943 | 1.9% | $10.04万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $659.21万 | 1.25% | 132,132 | 5,423 | 4.3% | $27.06万 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $704.57万 | 1.33% | 259,511 | 2,342 | 0.9% | $6.36万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $718.34万 | 1.36% | 112,101 | -2,248 | -2.0% | -$14.41万 | 减仓 |
| MUNI | PIMCO ETF TR | $720.30万 | 1.36% | 138,015 | 2,042 | 1.5% | $10.66万 | 加仓 |
| SGOV | ISHARES TR | $749.22万 | 1.42% | 74,430 | 14,987 | 25.2% | $150.86万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $837.61万 | 1.59% | 164,302 | 4,207 | 2.6% | $21.45万 | 加仓 |
| MUB | ISHARES TR | $1,414.19万 | 2.68% | 133,225 | 9,512 | 7.7% | $100.97万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,016.48万 | 3.82% | 283,492 | -2,544 | -0.9% | -$18.10万 | 减仓 |
| PMBS | PIMCO ETF TR | $2,204.66万 | 4.17% | 444,488 | 9,328 | 2.1% | $46.27万 | 加仓 |
| FMDE | FIDELITY COVINGTON TRUST | $2,765.44万 | 5.23% | 769,031 | -183 | -0.0% | -$6,581 | 减仓 |
| SPYV | SPDR SERIES TRUST | $3,212.65万 | 6.08% | 567,807 | -894 | -0.2% | -$5.06万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $3,387.74万 | 6.41% | 77,560 | 1,488 | 2.0% | $64.99万 | 加仓 |
| BIL | SPDR SERIES TRUST | $3,454.57万 | 6.54% | 376,972 | 54,413 | 16.9% | $498.64万 | 加仓 |