McNamara Financial Services, Inc.
MARSHFIELD MA · SEC CIK 0001622431
$5.80亿2026Q2 申报市值
104持仓数
76.5%前十大占比 · 第一大 18.2%
4 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
CGMU 加仓+$127.51万
SGOV 加仓+$115.01万
MUNI 加仓+$108.97万
PMBS 加仓+$85.19万
BIL 加仓+$52.49万
2026Q2 卖出最多 按季末市值估算
JMST 减仓-$561.87万
SPDW 减仓-$30.16万
VEA 减仓-$26.77万
T 清仓-$23.84万
PANW 重新持有-$18.96万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| T | AT&T INC | $0 | 0.00% | 0 | -8,225 | -100.0% | -$23.84万 | 清仓 |
| — | DESTINATION XL GROUP INC | $9,291 | 0.00% | 13,867 | 0 | 0.0% | — | 不变 |
| HIFS | HINGHAM INSTN SVGS MASS | $20.73万 | 0.04% | 675 | 675 | — | $20.73万 | 新建仓 |
| INTC | INTEL CORP | $22.01万 | 0.04% | 1,576 | 1,576 | — | $22.01万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $22.36万 | 0.04% | 2,775 | 2,075 | 296.4% | $16.72万 | 重新持有 |
| BSV | VANGUARD BD INDEX FDS | $23.55万 | 0.04% | 3,023 | 30 | 1.0% | $2,337 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $23.62万 | 0.04% | 2,576 | 0 | 0.0% | — | 不变 |
| DEM | WISDOMTREE TR | $25.65万 | 0.04% | 4,769 | -175 | -3.5% | -$9,413 | 减仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $26.84万 | 0.05% | 3,548 | -41 | -1.1% | -$3,101 | 减仓 |
| AMAT | APPLIED MATLS INC | $27.98万 | 0.05% | 387 | 387 | — | $27.98万 | 新建仓 |
| VNQ | VANGUARD INDEX FDS | $29.24万 | 0.05% | 3,032 | -16 | -0.5% | -$1,543 | 减仓 |
| IWN | ISHARES TR | $29.29万 | 0.05% | 1,324 | -1 | -0.1% | -$221 | 减仓 |
| BAC | BANK OF AMER CORP | $32.60万 | 0.06% | 5,722 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $32.76万 | 0.06% | 477 | 7 | 1.5% | $4,808 | 加仓 |
| DWM | WISDOMTREE TR | $32.94万 | 0.06% | 4,499 | -46 | -1.0% | -$3,368 | 减仓 |
| XSD | SPDR SERIES TRUST | $33.37万 | 0.06% | 535 | 535 | — | $33.37万 | 新建仓 |
| MS | MORGAN STANLEY | $33.45万 | 0.06% | 1,600 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $34.51万 | 0.06% | 1,012 | -556 | -35.5% | -$18.96万 | 重新持有 |
| XLK | SELECT SECTOR SPDR TR | $34.87万 | 0.06% | 1,830 | 0 | 0.0% | — | 不变 |
| ACWI | ISHARES TR | $35.73万 | 0.06% | 2,276 | 33 | 1.5% | $5,180 | 加仓 |
| AOA | ISHARES TR | $36.44万 | 0.06% | 3,734 | 83 | 2.3% | $8,101 | 加仓 |
| VTV | VANGUARD INDEX FDS | $39.07万 | 0.07% | 1,793 | -73 | -3.9% | -$1.59万 | 减仓 |
| GL | GLOBE LIFE INC | $40.22万 | 0.07% | 2,251 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $41.83万 | 0.07% | 1,184 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $41.89万 | 0.07% | 3,566 | 0 | 0.0% | — | 不变 |
| CGGR | CAPITAL GROUP GROWTH ETF | $43.43万 | 0.07% | 9,202 | -957 | -9.4% | -$4.52万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $44.35万 | 0.08% | 9,000 | 855 | 10.5% | $4.21万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $44.65万 | 0.08% | 3,045 | 0 | 0.0% | — | 不变 |
| XJH | ISHARES TR | $44.99万 | 0.08% | 8,628 | 23 | 0.3% | $1,199 | 加仓 |
| MINT | PIMCO ETF TR | $45.29万 | 0.08% | 4,493 | 0 | 0.0% | — | 不变 |
| JMSI | J P MORGAN EXCHANGE TRADED F | $45.80万 | 0.08% | 9,081 | 1,019 | 12.6% | $5.14万 | 加仓 |
| TER | TERADYNE INC | $45.96万 | 0.08% | 950 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $46.41万 | 0.08% | 1,557 | -42 | -2.6% | -$1.25万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $46.52万 | 0.08% | 460 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $47.26万 | 0.08% | 1,190 | -82 | -6.4% | -$3.26万 | 减仓 |
| NUSC | NUSHARES ETF TR | $48.01万 | 0.08% | 9,211 | 13 | 0.1% | $678 | 加仓 |
| MSFT | MICROSOFT CORP | $49.48万 | 0.09% | 1,327 | 0 | 0.0% | — | 不变 |
| — | NUSHARES ETF TR | $50.48万 | 0.09% | 24,009 | -378 | -1.6% | -$7,948 | 减仓 |
| LRCX | LAM RESEARCH CORP | $52.00万 | 0.09% | 1,200 | 0 | 0.0% | — | 不变 |
| DES | WISDOMTREE TR | $52.35万 | 0.09% | 12,869 | -248 | -1.9% | -$1.01万 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $53.89万 | 0.09% | 12,731 | -1,199 | -8.6% | -$5.08万 | 减仓 |
| IWD | ISHARES TR | $54.45万 | 0.09% | 2,246 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $55.87万 | 0.10% | 2,200 | 10 | 0.5% | $2,540 | 加仓 |
| AGGY | WISDOMTREE TR | $56.62万 | 0.10% | 13,021 | -139 | -1.1% | -$6,044 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $59.59万 | 0.10% | 798 | 1 | 0.1% | $747 | 加仓 |
| IEMG | ISHARES INC | $61.53万 | 0.11% | 7,428 | -569 | -7.1% | -$4.71万 | 减仓 |
| NYF | ISHARES TR | $62.58万 | 0.11% | 11,609 | 272 | 2.4% | $1.47万 | 加仓 |
| TOTL | SSGA ACTIVE ETF TR | $65.47万 | 0.11% | 16,588 | 1,274 | 8.3% | $5.03万 | 加仓 |
| AMZN | AMAZON COM INC | $65.88万 | 0.11% | 2,764 | 0 | 0.0% | — | 不变 |
| CGBL | CAPITAL GROUP CORE BALANCED | $66.05万 | 0.11% | 17,399 | 2,344 | 15.6% | $8.90万 | 加仓 |
| IWF | ISHARES TR | $66.11万 | 0.11% | 5,324 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $69.71万 | 0.12% | 3,528 | -203 | -5.4% | -$4.01万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $71.75万 | 0.12% | 2,192 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $73.21万 | 0.13% | 1,938 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $74.66万 | 0.13% | 1,520 | 0 | 0.0% | — | 不变 |
| SHYG | ISHARES TR | $75.01万 | 0.13% | 17,688 | 436 | 2.5% | $1.85万 | 加仓 |
| — | EXXON MOBIL CORP | $76.73万 | 0.13% | 5,612 | 42 | 0.8% | $5,742 | 加仓 |
| VBK | VANGUARD INDEX FDS | $79.69万 | 0.14% | 2,179 | -83 | -3.7% | -$3.04万 | 减仓 |
| NUEM | NUSHARES ETF TR | $84.49万 | 0.15% | 19,910 | -72 | -0.4% | -$3,055 | 减仓 |
| GEV | GE VERNOVA INC | $94.81万 | 0.16% | 807 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $95.84万 | 0.17% | 3,129 | -124 | -3.8% | -$3.80万 | 减仓 |
| EBND | SPDR SERIES TRUST | $103.50万 | 0.18% | 49,473 | 1,465 | 3.1% | $3.06万 | 加仓 |
| EMHC | SPDR SERIES TRUST | $109.09万 | 0.19% | 42,882 | 1,300 | 3.1% | $3.31万 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $114.99万 | 0.20% | 17,101 | 477 | 2.9% | $3.21万 | 加仓 |
| GE | GE AEROSPACE | $117.99万 | 0.20% | 3,157 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $120.32万 | 0.21% | 8,886 | 0 | 0.0% | — | 不变 |
| VYMI | VANGUARD WHITEHALL FDS | $126.52万 | 0.22% | 12,884 | -337 | -2.5% | -$3.31万 | 减仓 |
| IEFA | ISHARES TR | $133.00万 | 0.23% | 13,771 | 35 | 0.3% | $3,380 | 加仓 |
| TIPX | SPDR SERIES TRUST | $143.82万 | 0.25% | 75,977 | 2,033 | 2.7% | $3.85万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $152.26万 | 0.26% | 6,266 | -291 | -4.4% | -$7.07万 | 减仓 |
| NUDM | NUSHARES ETF TR | $155.29万 | 0.27% | 38,802 | 137 | 0.4% | $5,483 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $156.47万 | 0.27% | 54,011 | 699 | 1.3% | $2.03万 | 加仓 |
| TFLR | T ROWE PRICE EXCHANGE-TRADED | $167.14万 | 0.29% | 33,156 | 986 | 3.1% | $4.97万 | 加仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $169.76万 | 0.29% | 106,904 | 2,036 | 1.9% | $3.23万 | 加仓 |
| AAPL | APPLE INC | $188.52万 | 0.33% | 6,515 | 455 | 7.5% | $13.17万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $192.02万 | 0.33% | 33,296 | -591 | -1.7% | -$3.41万 | 减仓 |
| DFIS | DIMENSIONAL ETF TRUST | $193.97万 | 0.33% | 55,372 | 286 | 0.5% | $1.00万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $214.82万 | 0.37% | 39,759 | -1,334 | -3.2% | -$7.21万 | 减仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $236.26万 | 0.41% | 63,070 | 6,229 | 11.0% | $23.33万 | 加仓 |
| IJR | ISHARES TR | $252.88万 | 0.44% | 17,051 | -297 | -1.7% | -$4.40万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $259.26万 | 0.45% | 12,957 | -445 | -3.3% | -$8.90万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $260.01万 | 0.45% | 16,453 | -200 | -1.2% | -$3.16万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $276.07万 | 0.48% | 54,132 | -110,170 | -67.1% | -$561.87万 | 减仓 |
| IWB | ISHARES TR | $277.85万 | 0.48% | 6,785 | 35 | 0.5% | $1.43万 | 加仓 |
| VB | VANGUARD INDEX FDS | $332.75万 | 0.57% | 10,977 | -139 | -1.3% | -$4.21万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $371.77万 | 0.64% | 145,679 | -835 | -0.6% | -$2.13万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $426.99万 | 0.74% | 18,046 | -76 | -0.4% | -$1.80万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $437.57万 | 0.75% | 49,792 | 44 | 0.1% | $3,867 | 加仓 |
| SUB | ISHARES TR | $526.04万 | 0.91% | 49,407 | -70 | -0.1% | -$7,453 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $556.37万 | 0.96% | 93,210 | -1,733 | -1.8% | -$10.34万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $651.20万 | 1.12% | 128,747 | -3,385 | -2.6% | -$17.12万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $771.95万 | 1.33% | 108,344 | -3,757 | -3.4% | -$26.77万 | 减仓 |
| MUNI | PIMCO ETF TR | $834.93万 | 1.44% | 158,731 | 20,716 | 15.0% | $108.97万 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $840.39万 | 1.45% | 305,929 | 46,418 | 17.9% | $127.51万 | 加仓 |
| SGOV | ISHARES TR | $864.29万 | 1.49% | 85,854 | 11,424 | 15.3% | $115.01万 | 加仓 |
| MUB | ISHARES TR | $1,422.37万 | 2.45% | 132,166 | -1,059 | -0.8% | -$11.40万 | 减仓 |
| PMBS | PIMCO ETF TR | $2,280.07万 | 3.93% | 461,740 | 17,252 | 3.9% | $85.19万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,330.65万 | 4.02% | 283,052 | -440 | -0.2% | -$3.62万 | 减仓 |
| FMDE | FIDELITY COVINGTON TRUST | $3,137.89万 | 5.41% | 773,260 | 4,229 | 0.5% | $17.16万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $3,484.22万 | 6.01% | 573,157 | 5,350 | 0.9% | $32.52万 | 加仓 |