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 |
|---|---|---|---|---|---|---|---|---|
| IBDU | ISHARES TR IBONDS DEC 2029 TERM CORPORATE ETF | $22.68万 | 0.02% | 9,752 | 2,707 | 38.4% | $6.30万 | 加仓 |
| SNA | SNAP ON INC COM | $22.85万 | 0.02% | 629 | -8 | -1.3% | -$2,906 | 减仓 |
| — | AMERICAN NEW ECONOMY FUND CLASS F3 | $22.86万 | 0.02% | 3,288 | 3,288 | — | $22.86万 | 新建仓 |
| VEA | VANGUARD INTL FD FTSE DEVELOPED MKTS ETF | $22.87万 | 0.02% | 3,570 | -800 | -18.3% | -$5.13万 | 减仓 |
| KMI | KINDER MORGAN INC DEL COM | $23.19万 | 0.02% | 6,917 | 101 | 1.5% | $3,387 | 加仓 |
| SPDW | SPDR INDEX SHS FDS STATE STR SPDR PORT DEVELOPED WORLD EX-US ETF | $23.22万 | 0.02% | 5,087 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORPORATION PLC SHS ISIN IE00B8KQN827 | $24.26万 | 0.02% | 678 | -20 | -2.9% | -$7,156 | 减仓 |
| FSLR | FIRST SOLAR INC COM | $24.40万 | 0.02% | 1,237 | 39 | 3.3% | $7,693 | 加仓 |
| AGG | ISHARES TR CORE U S AGGREGATE BD ETF | $24.66万 | 0.02% | 2,484 | -18 | -0.7% | -$1,787 | 减仓 |
| ABBV | ABBVIE INC COM | $24.75万 | 0.02% | 1,138 | 0 | 0.0% | — | 不变 |
| — | JOHN HANCOCK SMALL-CAP CORE FUND CLASS A | $24.81万 | 0.02% | 15,524 | 15,524 | — | $24.81万 | 新建仓 |
| ESGV | VANGUARD WORLD FD ESG U S STOCK ETF | $25.01万 | 0.02% | 2,228 | 133 | 6.3% | $1.49万 | 加仓 |
| — | FIDELITY SELECT SEMICONDUCTORS PORTFOLIO | $25.02万 | 0.02% | 5,398 | 5,398 | — | $25.02万 | 新建仓 |
| ICSH | ISHARES TR ISHARES ULTRA DURATION BD ACTIVE ETF | $25.08万 | 0.02% | 4,955 | 4,955 | — | $25.08万 | 新建仓 |
| PBR | PETROLEO BRASILEIRO SA PETROBRAS SPONSORED ADR | $25.45万 | 0.02% | 12,267 | 980 | 8.7% | $2.03万 | 加仓 |
| NFLX | NETFLIX INC COM | $25.67万 | 0.02% | 2,670 | -90 | -3.3% | -$8,654 | 减仓 |
| IXG | ISHARES TR GLOBAL FINLS ETF | $25.72万 | 0.02% | 2,257 | -155 | -6.4% | -$1.77万 | 减仓 |
| — | FRANKLIN MUTUAL SHARES FUND CLASS Z | $25.74万 | 0.02% | 10,170 | 10,170 | — | $25.74万 | 新建仓 |
| CVS | CVS HEALTH CORP COM | $25.74万 | 0.02% | 3,584 | -185 | -4.9% | -$1.33万 | 减仓 |
| — | PARNASSUS MID-CAP FUND INVESTOR CLASS | $25.85万 | 0.02% | 6,908 | 6,908 | — | $25.85万 | 新建仓 |
| TMUS | T-MOBILE US INC COM | $25.90万 | 0.02% | 1,233 | -67 | -5.2% | -$1.41万 | 减仓 |
| — | DIMENSIONAL ETF TR DIMENSIONAL INTL VECTOR EQUITY ETF | $26.02万 | 0.02% | 3,853 | 0 | 0.0% | — | 不变 |
| — | AMERICAN INVESTMENT COMPANY OF AMERICA FUND CLASS F3 | $26.23万 | 0.02% | 4,415 | 4,415 | — | $26.23万 | 新建仓 |
| MRK | MERCK & CO INC NEW COM | $26.44万 | 0.02% | 2,198 | -3,994 | -64.5% | -$48.05万 | 减仓 |
| — | IMPAX INTERNATIONAL SUSTAINABLE ECONOMY FUND INVESTOR CLASS | $26.44万 | 0.02% | 21,307 | 21,307 | — | $26.44万 | 新建仓 |
| DFLV | DIMENSIONAL ETF TR US LARGE CAP VALUE ETF | $26.77万 | 0.02% | 7,496 | -165 | -2.2% | -$5,892 | 减仓 |
| — | CASH | $26.88万 | 0.02% | 0 | 0 | — | — | 清仓 |
| IEFA | ISHARES TR CORE MSCI EAFE ETF | $27.02万 | 0.02% | 2,984 | 1,025 | 52.3% | $9.28万 | 加仓 |
| — | 529 AMERICAN EUPAC FUND CLASS F2 | $27.07万 | 0.02% | 4,608 | 4,608 | — | $27.07万 | 新建仓 |
| VCSH | VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM CORPORATE BD INDEX FD | $27.25万 | 0.02% | 3,438 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS VANGUARD SHORT TERM BD ETF | $27.42万 | 0.02% | 3,497 | 263 | 8.1% | $2.06万 | 加仓 |
| — | VANGUARD CALIFORNIA INTERMEDIATE-TERM TAX-EXEMPT FUND INVESTOR SHARES | $27.48万 | 0.02% | 24,021 | 24,021 | — | $27.48万 | 新建仓 |
| DFNM | DIMENSIONAL ETF TR NATL MUN BD ETF | $27.58万 | 0.02% | 5,754 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDGS PB LTD CO ISIN IE00BKVD2N49 | $27.78万 | 0.02% | 709 | 0 | 0.0% | — | 不变 |
| — | 529 AMERICAN INCOME FUND OF AMERICA CLASS A | $27.96万 | 0.02% | 10,515 | 10,515 | — | $27.96万 | 新建仓 |
| TTE | TOTALENERGIES SE SHS ISIN FR0000120271 | $28.04万 | 0.02% | 3,008 | -306 | -9.2% | -$2.85万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | $28.43万 | 0.02% | 655 | 1 | 0.2% | $434 | 加仓 |
| — | SCHWAB S&P 500 INDEX FUND | $28.69万 | 0.02% | 17,107 | 17,107 | — | $28.69万 | 新建仓 |
| — | FIDELITY GOVERNMENT MONEY MARKET FUND | $28.88万 | 0.02% | 288,750 | 288,750 | — | $28.88万 | 新建仓 |
| — | AMERICAN STRATEGIC BOND FUND CLASS F2 | $29.15万 | 0.02% | 31,759 | 31,759 | — | $29.15万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG CO SPONSORED ADR ISIN US8740391003 | $29.29万 | 0.02% | 867 | 214 | 32.8% | $7.23万 | 加仓 |
| — | FIDELITY 500 INDEX FUND | $29.33万 | 0.02% | 1,290 | 1,290 | — | $29.33万 | 新建仓 |
| PAGP | PLAINS GP HLDGS L P LTD PARTNER INT CL A NEW INT | $29.46万 | 0.02% | 12,133 | 677 | 5.9% | $1.64万 | 加仓 |
| — | DFA U.S. LARGE-CAP VALUE PORTFOLIO INSTITUTIONAL CLASS | $29.84万 | 0.02% | 5,111 | 5,111 | — | $29.84万 | 新建仓 |
| SCHD | SCHWAB STRATEGIC TR US DIVIDEND EQUITY ETF | $29.95万 | 0.02% | 9,762 | 1,528 | 18.6% | $4.69万 | 加仓 |
| CAT | CATERPILLAR INC COM | $30.24万 | 0.02% | 427 | 0 | 0.0% | — | 不变 |
| — | VANGUARD WELLINGTON FUND ADMIRAL SHARES | $30.59万 | 0.02% | 4,123 | 4,123 | — | $30.59万 | 新建仓 |
| — | 529 AMERICAN CAPITAL WORLD GROWTH AND INCOME FUND CLASS A | $31.09万 | 0.02% | 4,441 | 4,441 | — | $31.09万 | 新建仓 |
| — | AVE MARIA GROWTH FUND | $31.23万 | 0.02% | 6,630 | 6,630 | — | $31.23万 | 新建仓 |
| RIO | RIO TINTO PLC SPONSORED ADR ISIN US7672041008 | $31.35万 | 0.02% | 3,360 | 148 | 4.6% | $1.38万 | 加仓 |
| — | 529 AMERICAN GROWTH FUND OF AMERICA CLASS F2 | $31.70万 | 0.02% | 4,293 | 4,293 | — | $31.70万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC COM | $31.83万 | 0.02% | 2,428 | -381 | -13.6% | -$4.99万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM TREAS INDEX FD | $32.09万 | 0.02% | 5,482 | -90,087 | -94.3% | -$527.39万 | 减仓 |
| NKE | NIKE INC CL B | $32.22万 | 0.02% | 6,100 | 0 | 0.0% | — | 不变 |
| — | 529 AMERICAN AMCAP FUND CLASS F2 | $32.43万 | 0.02% | 7,664 | 7,664 | — | $32.43万 | 新建仓 |
| — | SCHWAB 1000 INDEX FUND | $32.62万 | 0.02% | 23,403 | 23,403 | — | $32.62万 | 新建仓 |
| FIBK | FIRST INTST BANCSYSTEM INC COM | $33.28万 | 0.02% | 9,963 | 1,461 | 17.2% | $4.88万 | 加仓 |
| GE | GENERAL ELEC CO COM NEW | $33.36万 | 0.02% | 1,176 | -60 | -4.9% | -$1.70万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX FDS TOTAL WORLD STK INDEX FD ETF SHS | $33.58万 | 0.02% | 2,428 | -8 | -0.3% | -$1,106 | 减仓 |
| CB | CHUBB LTD COM ISIN CH0044328745 | $33.96万 | 0.03% | 1,042 | 42 | 4.2% | $1.37万 | 加仓 |
| — | AMERICAN FUNDAMENTAL INVESTORS FUND CLASS F3 | $34.70万 | 0.03% | 3,916 | 3,916 | — | $34.70万 | 新建仓 |
| COP | CONOCOPHILLIPS COM | $34.83万 | 0.03% | 2,639 | -82 | -3.0% | -$1.08万 | 减仓 |
| — | PERFORMANCE TRUST MUNICIPAL BOND FUND INSTITUTIONAL CLASS | $35.44万 | 0.03% | 15,695 | 15,695 | — | $35.44万 | 新建仓 |
| EFAX | SPDR INDEX SHS FDS STATE STR MSCI EAFE FOSSIL FUEL RESERVES FREE ETF | $35.87万 | 0.03% | 7,208 | -43 | -0.6% | -$2,140 | 减仓 |
| VRT | VERTIV HLDGS CO CL A | $35.91万 | 0.03% | 1,433 | 683 | 91.1% | $17.11万 | 加仓 |
| MO | ALTRIA GROUP INC COM | $36.01万 | 0.03% | 5,456 | 43 | 0.8% | $2,838 | 加仓 |
| — | AMERICAN U.S. GOVERNMENT MONEY MARKET FUND CLASS F2 | $36.74万 | 0.03% | 367,438 | 367,438 | — | $36.74万 | 新建仓 |
| NEM | NEWMONT CORP COM | $38.18万 | 0.03% | 3,527 | 78 | 2.3% | $8,444 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX FDS FTSE EMERGING MKTS ETF | $39.74万 | 0.03% | 7,352 | 212 | 3.0% | $1.15万 | 加仓 |
| — | FIDELITY TAX-FREE BOND FUND | $39.77万 | 0.03% | 36,284 | 36,284 | — | $39.77万 | 新建仓 |
| BITO | PROSHARES TR BITCOIN ETF | $40.18万 | 0.03% | 43,159 | 27,405 | 174.0% | $25.51万 | 加仓 |
| IBHI | ISHARES TR IBONDS 2029 TERM HIGH YIELD & INCOME ETF | $40.31万 | 0.03% | 17,311 | 8,712 | 101.3% | $20.28万 | 加仓 |
| — | VANGUARD SHORT-TERM INVESTMENT GRADE FUND ADMIRAL SHARES | $40.38万 | 0.03% | 38,757 | 38,757 | — | $40.38万 | 新建仓 |
| OXLC | OXFORD LANE CAP CORP COM NEW | $41.33万 | 0.03% | 42,263 | 36,096 | 585.3% | $35.30万 | 加仓 |
| ES | EVERSOURCE ENERGY COM | $42.12万 | 0.03% | 6,080 | 3 | 0.0% | $208 | 加仓 |
| — | DIMENSIONAL ETF TR U S SM CAP ETF | $42.42万 | 0.03% | 5,963 | 3,535 | 145.6% | $25.15万 | 加仓 |
| — | VANGUARD BALANCED INDEX FUND ADMIRAL SHARES | $43.11万 | 0.03% | 8,647 | 8,647 | — | $43.11万 | 新建仓 |
| — | CALVERT U.S. LARGE-CAP CORE RESPONSIBLE INDEX FUND CLASS I | $44.10万 | 0.03% | 8,277 | 8,277 | — | $44.10万 | 新建仓 |
| — | 529 AMERICAN INVESTMENT COMPANY OF AMERICA FUND CLASS A | $44.29万 | 0.03% | 7,480 | 7,480 | — | $44.29万 | 新建仓 |
| IUSV | ISHARES TR CORE S&P U S VALUE ETF | $45.19万 | 0.03% | 4,419 | 1,736 | 64.7% | $17.75万 | 加仓 |
| T | AT&T INC COM | $45.39万 | 0.03% | 15,657 | 1,462 | 10.3% | $4.24万 | 加仓 |
| PEP | PEPSICO INC COM | $46.85万 | 0.03% | 3,017 | -51 | -1.7% | -$7,920 | 减仓 |
| ORCL | ORACLE CORP COM | $46.96万 | 0.03% | 3,192 | 1 | 0.0% | $147 | 加仓 |
| — | AMERICAN TAX-EXEMPT FUND OF CALIFORNIA CLASS F2 | $47.77万 | 0.04% | 28,741 | 28,741 | — | $47.77万 | 新建仓 |
| XLK | SELECT SECTOR SPDR TR STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $48.93万 | 0.04% | 3,682 | 0 | 0.0% | — | 不变 |
| IYH | ISHARES TR U S HEALTHCARE ETF | $49.05万 | 0.04% | 7,957 | 7,957 | — | $49.05万 | 新建仓 |
| LOW | LOWES COS INC COM | $49.76万 | 0.04% | 2,106 | 139 | 7.1% | $3.28万 | 加仓 |
| SPSM | SPDR SER TR STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | $49.77万 | 0.04% | 10,299 | -358 | -3.4% | -$1.73万 | 减仓 |
| — | NO LOAD VARIABLE ANN UITY | $50.93万 | 0.04% | 3 | 3 | — | $50.93万 | 新建仓 |
| CGDV | CAPITAL GROUP DIVID VALUE ETF SHS | $53.08万 | 0.04% | 12,477 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR RUSSELL 1000 VALUE ETF | $53.19万 | 0.04% | 2,489 | 502 | 25.3% | $10.73万 | 加仓 |
| — | 529 AMERICAN GROWTH FUND OF AMERICA CLASS A | $53.52万 | 0.04% | 7,380 | 7,380 | — | $53.52万 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC COM | $53.71万 | 0.04% | 2,064 | 1 | 0.0% | $260 | 加仓 |
| RGLD | ROYAL GOLD INC COM | $54.51万 | 0.04% | 2,142 | 86 | 4.2% | $2.19万 | 加仓 |
| AMCR | AMCOR PLC COM NEW ISIN JE00BV7DQ550 | $54.59万 | 0.04% | 13,734 | 13,734 | — | $54.59万 | 新建仓 |
| NULV | NUSHARES ETF TR ESG LARGE-CAP VALUE ETF | $55.16万 | 0.04% | 12,124 | -77 | -0.6% | -$3,503 | 减仓 |
| TPL | TEXAS PAC LD CORP COM | $57.13万 | 0.04% | 1,204 | 952 | 377.8% | $45.17万 | 加仓 |
| — | JOHN HANCOCK DISCIPLINED VALUE MID-CAP FUND CLASS A | $57.48万 | 0.04% | 22,065 | 22,065 | — | $57.48万 | 新建仓 |
| VTES | VANGUARD WELLINGTON FD SHORT-TERM TAX EXEMPT BD ETF SHS | $59.21万 | 0.04% | 5,854 | 2,263 | 63.0% | $22.89万 | 加仓 |
| — | VANGUARD FEDERAL MONEY MARKET FUND INVESTOR SHARES | $59.58万 | 0.04% | 595,759 | 595,759 | — | $59.58万 | 新建仓 |