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 |
|---|---|---|---|---|---|---|---|---|
| NRG | NRG ENERGY INC COM NEW | $13.97万 | 0.01% | 956 | -1,405 | -59.5% | -$20.53万 | 减仓 |
| HII | HUNTINGTON INGALLS INDS INC COM | $14.02万 | 0.01% | 369 | -19 | -4.9% | -$7,218 | 减仓 |
| BMY | BRISTOL MYERS SQUIBB CO COM | $14.10万 | 0.01% | 2,324 | -69 | -2.9% | -$4,185 | 减仓 |
| VBR | VANGUARD INDEX FDS VANGUARD SMALL-CAP VALUE ETF | $14.10万 | 0.01% | 649 | -570 | -46.8% | -$12.38万 | 减仓 |
| — | DBX ETF TR XTRACKERS MSCI EAFE ESG LEADERS EQUITY ETF | $14.11万 | 0.01% | 4,016 | 2 | 0.0% | $70 | 加仓 |
| — | VANGUARD HEALTH CARE FUND | $14.15万 | 0.01% | 743 | 743 | — | $14.15万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR STATE STREET FINL SELECT SECTOR SPDR ETF | $14.16万 | 0.01% | 2,869 | 11 | 0.4% | $543 | 加仓 |
| XLE | SELECT SECTOR SPDR TR STATE STREET ENERGY SELECT SECTOR SPDR ETF | $14.24万 | 0.01% | 2,324 | 4 | 0.2% | $245 | 加仓 |
| AMAT | APPLIED MATLS INC COM | $14.39万 | 0.01% | 421 | 71 | 20.3% | $2.43万 | 加仓 |
| EMR | EMERSON ELEC CO COM | $14.48万 | 0.01% | 1,105 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB STRATEGIC TR SCHWAB FUNDAMENTAL U S LARGE CO INDEX ETF | $14.48万 | 0.01% | 5,199 | 3 | 0.1% | $84 | 加仓 |
| — | VANGUARD ULTRA-SHORT-TERM TAX-EXEMPT FUND ADMIRAL SHARES | $14.50万 | 0.01% | 9,145 | 9,145 | — | $14.50万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON COM | $14.52万 | 0.01% | 594 | -133 | -18.3% | -$3.25万 | 减仓 |
| — | VANGUARD GROWTH AND INCOME FUND ADMIRAL SHARES | $14.65万 | 0.01% | 1,407 | 1,407 | — | $14.65万 | 新建仓 |
| IWB | ISHARES TR RUSSELL 1000 ETF | $14.66万 | 0.01% | 411 | 1 | 0.2% | $357 | 加仓 |
| — | DOUBLELINE TOTAL RETURN BOND FUND CLASS I | $14.67万 | 0.01% | 16,649 | 16,649 | — | $14.67万 | 新建仓 |
| — | VANGUARD EXTENDED MARKET INDEX FUND ADMIRAL SHARES | $14.72万 | 0.01% | 943 | 943 | — | $14.72万 | 新建仓 |
| AU | ANGLOGOLD ASHANTI REM.ON GB.NO SDRT ISIN GB00BRXH2664 | $14.88万 | 0.01% | 1,528 | -84 | -5.2% | -$8,178 | 减仓 |
| — | AMERICAN BALANCED FUND CLASS F2 | $14.94万 | 0.01% | 4,046 | 4,046 | — | $14.94万 | 新建仓 |
| — | 529 AMERICAN FUNDAMENTAL INVESTORS FUND CLASS F2 | $14.97万 | 0.01% | 1,688 | 1,688 | — | $14.97万 | 新建仓 |
| — | MERCEDES BENZ GROUP AG DAIMLER AG NA O N ISIN DE0007100000 | $14.99万 | 0.01% | 2,483 | 2,483 | — | $14.99万 | 新建仓 |
| — | CALVERT SHORT DURATION INCOME FUND CLASS A | $15.03万 | 0.01% | 9,566 | 9,566 | — | $15.03万 | 新建仓 |
| — | VOYA GNMA INCOME FUND CLASS W | $15.03万 | 0.01% | 19,933 | 19,933 | — | $15.03万 | 新建仓 |
| LRCX | LAM RESH CORP COM NEW | $15.23万 | 0.01% | 713 | -143 | -16.7% | -$3.06万 | 减仓 |
| WFC | WELLS FARGO & CO NEW COM | $15.26万 | 0.01% | 1,917 | 4 | 0.2% | $318 | 加仓 |
| — | 529 AMERICAN BOND FUND OF AMERICA CLASS F2 | $15.39万 | 0.01% | 13,605 | 13,605 | — | $15.39万 | 新建仓 |
| — | PRAXIS VALUE INDEX FUND CLASS I | $15.52万 | 0.01% | 7,769 | 7,769 | — | $15.52万 | 新建仓 |
| — | KNIGHTS OF COLUMBUS SMALL-CAP FUND CLASS I | $15.59万 | 0.01% | 11,339 | 11,339 | — | $15.59万 | 新建仓 |
| — | DIMENSIONAL ETF TR U S CORE EQUITY 2 ETF | $15.68万 | 0.01% | 4,034 | 0 | 0.0% | — | 不变 |
| — | HINES GLOBAL INCOME TRUST INC SHS CL AX | $15.78万 | 0.01% | 16,070 | 16,070 | — | $15.78万 | 新建仓 |
| CRH | CRH PLC SHS ISIN IE0001827041 | $15.93万 | 0.01% | 1,515 | 1,449 | 2,195.5% | $15.23万 | 加仓 |
| — | AMERICAN MUTUAL FUND CLASS F2 | $15.95万 | 0.01% | 2,729 | 2,729 | — | $15.95万 | 新建仓 |
| FNDF | SCHWAB STRATEGIC TR SCHWAB FUNDAMENTAL INTL LARGE CO INDEX ETF | $16.01万 | 0.01% | 3,271 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC COM | $16.07万 | 0.01% | 190 | -83 | -30.4% | -$7.02万 | 减仓 |
| CGIC | CAPITAL GROUP INTL CORE EQUITY ETF SHS | $16.16万 | 0.01% | 4,880 | 0 | 0.0% | — | 不变 |
| — | VANGUARD SMALL-CAP INDEX FUND ADMIRAL SHARES | $16.31万 | 0.01% | 1,300 | 1,300 | — | $16.31万 | 新建仓 |
| QCOM | QUALCOMM INC COM | $16.38万 | 0.01% | 1,272 | 0 | 0.0% | — | 不变 |
| IVLU | ISHARES TR MSCI INTL VALUE FACTOR ETF | $16.42万 | 0.01% | 4,139 | 0 | 0.0% | — | 不变 |
| VWIUX | VANGUARD INTERMEDIATE-TERM TAX-EXEMPT FUND ADMIRAL SHARES | $16.46万 | 0.01% | 12,049 | 12,049 | — | $16.46万 | 新建仓 |
| IJH | ISHARES TR CORE S&P MID-CAP ETF | $16.50万 | 0.01% | 2,444 | -5,526 | -69.3% | -$37.31万 | 减仓 |
| IBDT | ISHARES TR IBONDS DEC 2028 TERM CORPORATE ETF | $16.50万 | 0.01% | 6,515 | 47 | 0.7% | $1,191 | 加仓 |
| COF | CAPITAL ONE FINL CORP COM | $16.67万 | 0.01% | 914 | 7 | 0.8% | $1,277 | 加仓 |
| — | AMERICAN NEW PERSPECTIVE FUND CLASS F2 | $16.67万 | 0.01% | 2,506 | 2,506 | — | $16.67万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $16.70万 | 0.01% | 821 | 77 | 10.3% | $1.57万 | 加仓 |
| FFIV | F5 INC COM | $16.78万 | 0.01% | 580 | 0 | 0.0% | — | 不变 |
| — | GATEWAY FUND CLASS Y | $16.84万 | 0.01% | 3,408 | 3,408 | — | $16.84万 | 新建仓 |
| — | DFA GLOBAL EQUITY PORTFOLIO INSTITUTIONAL CLASS | $16.93万 | 0.01% | 4,293 | 4,293 | — | $16.93万 | 新建仓 |
| HAWX | ISHARES TR CURRENCY HEDGED MSCI ACWI EX-US ETF | $16.97万 | 0.01% | 4,151 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP COM | $17.05万 | 0.01% | 698 | -90 | -11.4% | -$2.20万 | 减仓 |
| PSX | PHILLIPS 66 COM | $17.22万 | 0.01% | 945 | -189 | -16.7% | -$3.44万 | 减仓 |
| PFE | PFIZER INC COM | $17.28万 | 0.01% | 6,155 | -31 | -0.5% | -$870 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $17.35万 | 0.01% | 353 | 56 | 18.9% | $2.75万 | 加仓 |
| — | AMERICAN AMCAP FUND CLASS F2 | $17.61万 | 0.01% | 4,106 | 4,106 | — | $17.61万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP COM | $17.67万 | 0.01% | 633 | -4 | -0.6% | -$1,117 | 减仓 |
| RSP | INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF | $17.70万 | 0.01% | 923 | -20 | -2.1% | -$3,836 | 减仓 |
| DFIV | DIMENSIONAL ETF TR INTL VALE ETF | $18.07万 | 0.01% | 3,423 | 3 | 0.1% | $158 | 加仓 |
| GLW | CORNING INC COM | $18.13万 | 0.01% | 1,334 | 501 | 60.1% | $6.81万 | 加仓 |
| — | JANUS HENDERSON RESEARCH FUND CLASS T | $18.14万 | 0.01% | 2,270 | 2,270 | — | $18.14万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $18.16万 | 0.01% | 671 | 3 | 0.4% | $812 | 加仓 |
| — | VANGUARD WELLESLEY INCOME FUND INVESTOR SHARES | $18.21万 | 0.01% | 7,204 | 7,204 | — | $18.21万 | 新建仓 |
| — | CALVERT U.S. LARGE-CAP VALUE RESPONSIBLE INDEX FUND CLASS I | $18.23万 | 0.01% | 5,289 | 5,289 | — | $18.23万 | 新建仓 |
| — | VANGUARD TOTAL BOND MARKET INDEX FUND ADMIRAL SHARES | $18.29万 | 0.01% | 18,891 | 18,891 | — | $18.29万 | 新建仓 |
| CM | CANADIAN IMPERIAL BK OF COMMERCE | $18.34万 | 0.01% | 1,936 | 0 | 0.0% | — | 不变 |
| — | BLACKROCK EQUITY DIVIDEND FUND INSTITUTIONAL CLASS | $18.37万 | 0.01% | 8,928 | 8,928 | — | $18.37万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP COM | $18.42万 | 0.01% | 305 | 173 | 131.1% | $10.45万 | 加仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD NASDAQ 100 SELECT EQUAL WEIGHT ETF | $18.44万 | 0.01% | 1,452 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS DIVID APPRECIATION ETF SHS | $18.52万 | 0.01% | 861 | -5 | -0.6% | -$1,075 | 减仓 |
| AGX | ARGAN INC COM | $18.63万 | 0.01% | 342 | 0 | 0.0% | — | 不变 |
| WWD | WOODWARD INC COM | $18.65万 | 0.01% | 521 | 0 | 0.0% | — | 不变 |
| AIQ | GLOBAL X FDS ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | $18.67万 | 0.01% | 4,000 | 3,567 | 823.8% | $16.65万 | 重新持有 |
| — | DFA EMERGING MARKETS SOCIAL CORE EQUITY PORTFOLIO | $18.71万 | 0.01% | 9,952 | 9,952 | — | $18.71万 | 新建仓 |
| — | AMERICAN MUTUAL FUND CLASS F3 | $18.74万 | 0.01% | 3,207 | 3,207 | — | $18.74万 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND SHS CL A ISIN IE00B4BNMY34 | $19.00万 | 0.01% | 958 | 6 | 0.6% | $1,190 | 加仓 |
| — | FIRST EAGLE GLOBAL FUND CLASS I | $19.37万 | 0.01% | 2,349 | 2,349 | — | $19.37万 | 新建仓 |
| — | AMERICAN GROWTH FUND OF AMERICA CLASS F3 | $19.51万 | 0.01% | 2,635 | 2,635 | — | $19.51万 | 新建仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CORP CL A | $19.64万 | 0.01% | 3,202 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC CL A ISIN CA82509L1076 | $19.66万 | 0.01% | 1,657 | 0 | 0.0% | — | 不变 |
| — | PARNASSUS CORE EQUITY FUND INVESTOR CLASS | $19.82万 | 0.01% | 3,779 | 3,779 | — | $19.82万 | 新建仓 |
| — | AMERICAN SHORT-TERM TAX-EXEMPT BOND FUND CLASS F2 | $19.85万 | 0.01% | 19,751 | 19,751 | — | $19.85万 | 新建仓 |
| XJH | ISHARES TR ESG SELECT SCREENED S&P MID-CAP ETF | $19.93万 | 0.01% | 4,392 | -22 | -0.5% | -$998 | 减仓 |
| SYK | STRYKER CORP COMMON | $20.15万 | 0.01% | 613 | -8 | -1.3% | -$2,629 | 减仓 |
| — | VICTORY NASDAQ 100 INDEX FUND | $20.34万 | 0.02% | 3,574 | 3,574 | — | $20.34万 | 新建仓 |
| BLK | BLACKROCK INC NEW COM | $20.47万 | 0.02% | 213 | 1 | 0.5% | $961 | 加仓 |
| ABT | ABBOTT LABS COM | $20.53万 | 0.02% | 2,000 | 185 | 10.2% | $1.90万 | 加仓 |
| — | VANGUARD GLOBAL WELLINGTON FUND ADMIRAL SHARES | $20.70万 | 0.02% | 5,873 | 5,873 | — | $20.70万 | 新建仓 |
| MA | MASTERCARD INC CL A | $20.95万 | 0.02% | 419 | -20 | -4.6% | -$9,998 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC COM | $21.01万 | 0.02% | 2,121 | -206 | -8.9% | -$2.04万 | 减仓 |
| NULG | NUSHARES ETF TR ESG LARGE-CAP GROWTH ETF | $21.17万 | 0.02% | 2,328 | 100 | 4.5% | $9,095 | 加仓 |
| ORI | OLD REP INTL CORP COM | $21.21万 | 0.02% | 5,317 | 320 | 6.4% | $1.28万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP COM | $21.27万 | 0.02% | 1,793 | 0 | 0.0% | — | 不变 |
| SSNC | SS&C TECHNOLOGIES HLDGS INC COM | $21.32万 | 0.02% | 3,155 | -561 | -15.1% | -$3.79万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $21.34万 | 0.02% | 1,630 | 95 | 6.2% | $1.24万 | 加仓 |
| — | VANGUARD WELLESLEY INCOME FUND ADMIRAL SHARES | $21.72万 | 0.02% | 3,547 | 3,547 | — | $21.72万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $21.89万 | 0.02% | 1,334 | -201 | -13.1% | -$3.30万 | 减仓 |
| RDVY | FIRST TR EXCHANGE-TRADED FD VI RISING DIVID ACHIEVERS ETF | $22.01万 | 0.02% | 3,223 | 8 | 0.2% | $546 | 加仓 |
| TJX | TJX COS INC NEW COM | $22.04万 | 0.02% | 1,380 | -400 | -22.5% | -$6.39万 | 减仓 |
| VCTR | VICTORY CAP HLDGS INC DEL CL A | $22.06万 | 0.02% | 3,369 | 616 | 22.4% | $4.03万 | 加仓 |
| IWM | ISHARES TR RUSSELL 2000 ETF | $22.52万 | 0.02% | 908 | -118 | -11.5% | -$2.93万 | 减仓 |
| GEV | GE VERNOVA INC COM | $22.61万 | 0.02% | 259 | 8 | 3.2% | $6,984 | 加仓 |
| — | VANGUARD FTSE U.S. CHOICE INDEX FUND ADMIRAL SHARES | $22.65万 | 0.02% | 3,748 | 3,748 | — | $22.65万 | 新建仓 |