McIlrath & Eck, LLC
ARLINGTON WA · SEC CIK 0001701714
$13.49亿2026Q1 申报市值
1,637持仓数
39.8%前十大占比 · 第一大 5.3%
737 / 92新建仓 / 清仓
26Q1
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VANGUARD CORE BO 新建仓+$3,665.91万
DFA INTERNATIONA 新建仓+$3,011.53万
DFA U.S. SMALL-C 新建仓+$2,019.17万
DFA INVESTMENT G 新建仓+$1,680.03万
AMERICAN BOND FU 新建仓+$1,397.73万
2026Q1 卖出最多 按季末市值估算
VO 减仓-$846.09万
VGSH 减仓-$527.39万
EA SER TR STRIVE 减仓-$235.36万
UMH 减仓-$149.03万
AFL 减仓-$143.71万
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 |
|---|---|---|---|---|---|---|---|---|
| FENI | FIDELITY COVINGTON TR ENHANCED INTL ETF | $2.64万 | 0.00% | 710 | 5 | 0.7% | $186 | 加仓 |
| SDY | SPDR SER TR STATE STREET SPDR S&P DIVID ETF | $2.64万 | 0.00% | 181 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC COM | $2.65万 | 0.00% | 165 | 10 | 6.5% | $1,603 | 加仓 |
| — | T. ROWE PRICE ULTRA SHORT-TERM BOND FUND | $2.65万 | 0.00% | 5,221 | 5,221 | — | $2.65万 | 新建仓 |
| — | WASHINGTON ST HEALTH CARE FACS AUTH REV BDS PROVIDENCE ST. JOSEPH HEALTH 2015A 4.000 percent 10/01/45 B/E DTD 08/12/15 CLB | $2.65万 | 0.00% | 30,000 | 30,000 | — | $2.65万 | 新建仓 |
| DVY | ISHARES TR SELECT DIVID ETF FD | $2.66万 | 0.00% | 176 | 0 | 0.0% | — | 不变 |
| WU | WESTERN UN CO COM | $2.69万 | 0.00% | 3,080 | 0 | 0.0% | — | 不变 |
| — | VANGUARD WINDSOR II FUND INVESTOR SHARES | $2.69万 | 0.00% | 578 | 578 | — | $2.69万 | 新建仓 |
| FSBW | FS BANCORP INC COM | $2.70万 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| SCI | SERVICE CORP INTL COM | $2.71万 | 0.00% | 328 | 1 | 0.3% | $83 | 加仓 |
| CBRE | CBRE GROUP INC CL A | $2.71万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| MDGL | MADRIGAL PHARMACEUTICALS INC COM | $2.72万 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| — | ALIMENTATION COUCHE-TARD INC REGISTERED SHS ISIN CA01626P1484 | $2.76万 | 0.00% | 489 | 489 | — | $2.76万 | 新建仓 |
| — | FT UNIT 11734 EUROPEAN DEEP VALUE DIVID PORT SER 40 MONTHLY CASH | $2.77万 | 0.00% | 2,132 | 2,132 | — | $2.77万 | 新建仓 |
| — | DFA INTERNATIONAL SMALL-CAP VALUE PORTFOLIO INSTITUTIONAL CLASS | $2.79万 | 0.00% | 875 | 875 | — | $2.79万 | 新建仓 |
| WTW | WILLIS TOWERS WATSON PUB LTD CO SHS ISIN IE00BDB6Q211 | $2.79万 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TR U S TARGET VALUE ETF | $2.80万 | 0.00% | 448 | -271 | -37.7% | -$1.69万 | 减仓 |
| — | PIMCO TOTAL RETURN FUND CLASS I2 | $2.80万 | 0.00% | 3,206 | 3,206 | — | $2.80万 | 新建仓 |
| SJNK | SPDR SER TR STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BD ETF | $2.81万 | 0.00% | 1,126 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TR C/A EFF 04/27/26 1 NEW CU 14016P206 CAPITAL-FORCE ETF TR FOR 1 OLD | $2.84万 | 0.00% | 850 | 0 | 0.0% | — | 不变 |
| DFEV | DIMENSIONAL ETF TR DIMENSIONAL EMERGING MKTS VALUE ETF | $2.84万 | 0.00% | 794 | 1 | 0.1% | $36 | 加仓 |
| FNDA | SCHWAB STRATEGIC TR SCHWAB FUNDAMENTAL U S SMALL CO INDEX ETF | $2.86万 | 0.00% | 883 | 0 | 0.0% | — | 不变 |
| — | DFA SELECTIVELY HEDGED GLOBAL FIXED INCOME PORTFOLIO | $2.90万 | 0.00% | 3,135 | 3,135 | — | $2.90万 | 新建仓 |
| — | CENTRAL FLA EXPWY AUTH SR LIENREV BDS 2017 4.000 percent 07/01/41 B/E DTD 12/28/17 CLB | $2.91万 | 0.00% | 30,000 | 30,000 | — | $2.91万 | 新建仓 |
| — | MIDAS DISCOVERY FUND | $2.92万 | 0.00% | 7,508 | 7,508 | — | $2.92万 | 新建仓 |
| PFF | ISHARES TR PFD & INCOME SECS ETF | $2.94万 | 0.00% | 970 | 0 | 0.0% | — | 不变 |
| — | KNIGHTS OF COLUMBUS LARGE-CAP VALUE FUND CLASS I | $2.94万 | 0.00% | 1,542 | 1,542 | — | $2.94万 | 新建仓 |
| — | DFA COMMODITY STRATEGY PORTFOLIO | $2.96万 | 0.00% | 5,097 | 5,097 | — | $2.96万 | 新建仓 |
| TER | TERADYNE INC COM | $2.96万 | 0.00% | 100 | 100 | — | $2.96万 | 新建仓 |
| AMT | AMERICAN TOWER CORP NEW COM | $2.97万 | 0.00% | 172 | -90 | -34.4% | -$1.55万 | 减仓 |
| IWO | ISHARES TR RUSSELL 2000 GROWTH ETF | $2.98万 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| — | PORT TACOMA WASH LTD TAX GO REF BDS 2016 A 4.000 percent 12/01/36 B/E DTD 09/08/16 CLB | $3.00万 | 0.00% | 30,000 | 30,000 | — | $3.00万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP NEW COM | $3.02万 | 0.00% | 322 | 1 | 0.3% | $94 | 加仓 |
| — | FEDERATED HERMES KAUFMANN FUND CLASS R | $3.04万 | 0.00% | 5,883 | 5,883 | — | $3.04万 | 新建仓 |
| — | WASHINGTON ST VAR PURP GO BDS 2017D 5.000 percent 02/01/41 B/E DTD 01/24/17 CLB | $3.04万 | 0.00% | 30,000 | 30,000 | — | $3.04万 | 新建仓 |
| — | BAKER HUGHES A GE CO LLC / BAKER HUGHES CO-OBLIGOR INC FXD RT SR NT 3.337 percent 12/15/27 B/E DTD 12/11/17 CLB | $3.06万 | 0.00% | 31,000 | 31,000 | — | $3.06万 | 新建仓 |
| HESM | HESS MIDSTREAM LP CL A SHS | $3.07万 | 0.00% | 790 | 0 | 0.0% | — | 不变 |
| TNDM | TANDEM DIABETES CARE INC COM NEW | $3.08万 | 0.00% | 1,605 | 0 | 0.0% | — | 不变 |
| — | NOMURA LARGE-CAP GROWTH FUND CLASS A | $3.08万 | 0.00% | 967 | 967 | — | $3.08万 | 新建仓 |
| — | ISHARES TR ESG SELECT SCREENED S&P SMALL-CAP ETF | $3.11万 | 0.00% | 715 | 1 | 0.1% | $44 | 加仓 |
| TXT | TEXTRON INC COM | $3.13万 | 0.00% | 357 | 0 | 0.0% | — | 不变 |
| AVMV | AMERICAN CENTY ETF TR AVANTIS U S MID CAP VALUE ETF | $3.14万 | 0.00% | 423 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS MID-CAP GROWTH ETF | $3.15万 | 0.00% | 123 | 1 | 0.8% | $256 | 加仓 |
| IGSB | ISHARES TR 1-5 YR INVT GRADE CORPORATE BD ETF | $3.17万 | 0.00% | 604 | 0 | 0.0% | — | 不变 |
| — | FIDELITY SELECT HEALTH CARE PORTFOLIO | $3.18万 | 0.00% | 1,192 | 1,192 | — | $3.18万 | 新建仓 |
| IEF | ISHARES TR 7-10 YR TREAS BD ETF | $3.19万 | 0.00% | 334 | 0 | 0.0% | — | 不变 |
| XGDVX | GABELLI DIVID & INCOME TR COM | $3.19万 | 0.00% | 1,185 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC CL A | $3.19万 | 0.00% | 554 | 4 | 0.7% | $231 | 加仓 |
| — | AMERICAN CAPITAL INCOME BUILDER FUND CLASS F2 | $3.20万 | 0.00% | 412 | 412 | — | $3.20万 | 新建仓 |
| — | SCHWAB SELECT LARGE-CAP GROWTH FUND | $3.21万 | 0.00% | 1,355 | 1,355 | — | $3.21万 | 新建仓 |
| — | SPROTT GOLD EQUITY FUND INVESTOR CLASS | $3.22万 | 0.00% | 241 | 241 | — | $3.22万 | 新建仓 |
| — | AMANA INCOME FUND INSTITUTIONAL SHARES | $3.23万 | 0.00% | 474 | 474 | — | $3.23万 | 新建仓 |
| IBIT | ISHARES BITCOIN TR ETF SHS BEN INT | $3.26万 | 0.00% | 849 | 0 | 0.0% | — | 不变 |
| UMBF | UMB FINL CORP COM | $3.28万 | 0.00% | 291 | 0 | 0.0% | — | 不变 |
| — | 529 AMERICAN INVESTMENT COMPANY OF AMERICA FUND CLASS F2 | $3.30万 | 0.00% | 555 | 555 | — | $3.30万 | 新建仓 |
| UTI | UNIVERSAL TECHNICAL INST INC COM | $3.30万 | 0.00% | 915 | -220 | -19.4% | -$7,942 | 减仓 |
| — | FRANKLIN BSP CAPITAL CORPORATION | $3.32万 | 0.00% | 2,443 | 2,443 | — | $3.32万 | 新建仓 |
| BAX | BAXTER INTL INC COM | $3.34万 | 0.00% | 1,987 | 0 | 0.0% | — | 不变 |
| SCMB | SCHWAB STRATEGIC TR MUN BD ETF | $3.35万 | 0.00% | 1,315 | 0 | 0.0% | — | 不变 |
| — | LAZARD EMERGING MARKETS EQUITY PORTFOLIO OPEN SHARES | $3.35万 | 0.00% | 1,223 | 1,223 | — | $3.35万 | 新建仓 |
| SJM | SMUCKER J M CO COM NEW | $3.36万 | 0.00% | 348 | 0 | 0.0% | — | 不变 |
| — | NAVIENT CORP COM | $3.37万 | 0.00% | 4,117 | 0 | 0.0% | — | 不变 |
| — | 529 AMERICAN EUPAC FUND CLASS A | $3.38万 | 0.00% | 586 | 586 | — | $3.38万 | 新建仓 |
| UNM | UNUM GROUP COM | $3.38万 | 0.00% | 463 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC COM | $3.39万 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FDS VANGUARD INFORMATION TECHNOLOGY ETF | $3.42万 | 0.00% | 49 | -3 | -5.8% | -$2,093 | 减仓 |
| ENVA | ENOVA INTL INC COM | $3.42万 | 0.00% | 252 | 252 | — | $3.42万 | 新建仓 |
| — | AMERICAN GROWTH FUND OF AMERICA CLASS F2 | $3.43万 | 0.00% | 465 | 465 | — | $3.43万 | 新建仓 |
| FTEC | FIDELITY COVINGTON TR MSCI INFORMATION TECHNOLOGY INDEX ETF | $3.43万 | 0.00% | 165 | 0 | 0.0% | — | 不变 |
| — | T. ROWE PRICE GROWTH STOCK FUND | $3.45万 | 0.00% | 361 | 361 | — | $3.45万 | 新建仓 |
| MGK | VANGUARD WORLD FD VANGUARD MEGA CAP GROWTH ETF | $3.45万 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| — | BUFFALO SMALL-CAP GROWTH FUND INVESTOR CLASS | $3.45万 | 0.00% | 2,428 | 2,428 | — | $3.45万 | 新建仓 |
| — | FRANKLIN INCOME FUND CLASS A | $3.46万 | 0.00% | 13,663 | 13,663 | — | $3.46万 | 新建仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ETF SHS | $3.46万 | 0.00% | 900 | 0 | 0.0% | — | 不变 |
| — | T. ROWE PRICE SPECTRUM INCOME FUND | $3.47万 | 0.00% | 3,099 | 3,099 | — | $3.47万 | 新建仓 |
| — | SNOHOMISH CNTY WASH LTD TAX GO REF BDS 2015 3.000 percent 12/01/27 B/E DTD 08/27/15 CLB | $3.48万 | 0.00% | 35,000 | 35,000 | — | $3.48万 | 新建仓 |
| ALB | ALBEMARLE CORP COM | $3.48万 | 0.00% | 194 | 0 | 0.0% | — | 不变 |
| FLRN | SPDR SER TR STATE STREET SPDR BLOOMBERG INVT GRADE FLTG RATE ETF | $3.49万 | 0.00% | 1,135 | 0 | 0.0% | — | 不变 |
| — | MORGAN STANLEY PRIVATE BK NATL ASSN PUR N Y CTF DEP 4.650 percent 05/01/28 B/E DTD 05/01/24 | $3.55万 | 0.00% | 35,000 | 35,000 | — | $3.55万 | 新建仓 |
| IBP | INSTALLED BLDG PRODS INC COM | $3.55万 | 0.00% | 134 | 0 | 0.0% | — | 不变 |
| — | MORGAN STANLEY BK N A SALT LAKE CITY UTAH CTF DEP 4.550 percent 05/01/29 B/E DTD 05/01/24 | $3.56万 | 0.00% | 35,000 | 35,000 | — | $3.56万 | 新建仓 |
| TEL | TE CONNECTIVITY PLC ORD SHS ISIN IE000IVNQZ81 | $3.57万 | 0.00% | 171 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS INC COM | $3.60万 | 0.00% | 184 | 1 | 0.5% | $196 | 加仓 |
| — | DFA U.S. CORE EQUITY 2 PORTFOLIO INSTITUTIONAL CLASS | $3.60万 | 0.00% | 828 | 828 | — | $3.60万 | 新建仓 |
| — | INVESCO MAIN STREET ALL-CAP FUND CLASS A | $3.62万 | 0.00% | 1,280 | 1,280 | — | $3.62万 | 新建仓 |
| — | MITSUBISHI CORP COM ISIN JP3898400001 | $3.63万 | 0.00% | 1,086 | 1,086 | — | $3.63万 | 新建仓 |
| WELL | WELLTOWER INC COM | $3.64万 | 0.00% | 184 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR US LARGE-CAP VALUE ETF | $3.65万 | 0.00% | 1,197 | 0 | 0.0% | — | 不变 |
| TRP | TC ENERGY CORPORATION REGISTERED SHS ISIN CA87807B1076 | $3.65万 | 0.00% | 585 | 5 | 0.9% | $312 | 加仓 |
| DE | DEERE & CO COM | $3.67万 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| — | PORT HOUSTON AUTH TEX HARRIS CNTY REV FIRST LIEN BDS 2021 4.000 percent 10/01/46 B/E DTD 11/15/21 CLB | $3.67万 | 0.00% | 40,000 | 40,000 | — | $3.67万 | 新建仓 |
| IVE | ISHARES TR S&P 500 VALUE ETF | $3.70万 | 0.00% | 175 | 0 | 0.0% | — | 不变 |
| BE | BLOOM ENERGY CORP CL A | $3.70万 | 0.00% | 273 | -68 | -19.9% | -$9,213 | 减仓 |
| SPGI | S&P GLOBAL INC COM | $3.70万 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| KBE | SPDR SER TR STATE STREET SPDR S&P BK ETF | $3.71万 | 0.00% | 623 | 0 | 0.0% | — | 不变 |
| — | VANGUARD STAR FUND | $3.72万 | 0.00% | 1,306 | 1,306 | — | $3.72万 | 新建仓 |
| VST | VISTRA CORP COM | $3.74万 | 0.00% | 249 | 0 | 0.0% | — | 不变 |
| — | BYD CO LTD ADR ISIN US05606L1008 | $3.76万 | 0.00% | 2,758 | 2,758 | — | $3.76万 | 新建仓 |
| — | VANGUARD EXPLORER FUND ADMIRAL SHARES | $3.76万 | 0.00% | 353 | 353 | — | $3.76万 | 新建仓 |
| ACWI | ISHARES TR MSCI ACWI ETF | $3.77万 | 0.00% | 272 | 31 | 12.9% | $4,296 | 加仓 |