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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TR U S CORE EQUITY 2 ETF | $15.68万 | 0.01% | 4,034 | 0 | 0.0% | — | 不变 |
| — | KNIGHTS OF COLUMBUS SMALL-CAP FUND CLASS I | $15.59万 | 0.01% | 11,339 | 11,339 | — | $15.59万 | 新建仓 |
| — | PRAXIS VALUE INDEX FUND CLASS I | $15.52万 | 0.01% | 7,769 | 7,769 | — | $15.52万 | 新建仓 |
| — | 529 AMERICAN BOND FUND OF AMERICA CLASS F2 | $15.39万 | 0.01% | 13,605 | 13,605 | — | $15.39万 | 新建仓 |
| WFC | WELLS FARGO & CO NEW COM | $15.26万 | 0.01% | 1,917 | 4 | 0.2% | $318 | 加仓 |
| LRCX | LAM RESH CORP COM NEW | $15.23万 | 0.01% | 713 | -143 | -16.7% | -$3.06万 | 减仓 |
| — | VOYA GNMA INCOME FUND CLASS W | $15.03万 | 0.01% | 19,933 | 19,933 | — | $15.03万 | 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 |
| — | 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 |
| — | 529 AMERICAN FUNDAMENTAL INVESTORS FUND CLASS F2 | $14.97万 | 0.01% | 1,688 | 1,688 | — | $14.97万 | 新建仓 |
| — | AMERICAN BALANCED FUND CLASS F2 | $14.94万 | 0.01% | 4,046 | 4,046 | — | $14.94万 | 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 |
| — | VANGUARD EXTENDED MARKET INDEX FUND ADMIRAL SHARES | $14.72万 | 0.01% | 943 | 943 | — | $14.72万 | 新建仓 |
| — | DOUBLELINE TOTAL RETURN BOND FUND CLASS I | $14.67万 | 0.01% | 16,649 | 16,649 | — | $14.67万 | 新建仓 |
| IWB | ISHARES TR RUSSELL 1000 ETF | $14.66万 | 0.01% | 411 | 1 | 0.2% | $357 | 加仓 |
| — | VANGUARD GROWTH AND INCOME FUND ADMIRAL SHARES | $14.65万 | 0.01% | 1,407 | 1,407 | — | $14.65万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON COM | $14.52万 | 0.01% | 594 | -133 | -18.3% | -$3.25万 | 减仓 |
| — | VANGUARD ULTRA-SHORT-TERM TAX-EXEMPT FUND ADMIRAL SHARES | $14.50万 | 0.01% | 9,145 | 9,145 | — | $14.50万 | 新建仓 |
| 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 |
| EMR | EMERSON ELEC CO COM | $14.48万 | 0.01% | 1,105 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC COM | $14.39万 | 0.01% | 421 | 71 | 20.3% | $2.43万 | 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 |
| 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 |
| — | VANGUARD HEALTH CARE FUND | $14.15万 | 0.01% | 743 | 743 | — | $14.15万 | 新建仓 |
| — | DBX ETF TR XTRACKERS MSCI EAFE ESG LEADERS EQUITY ETF | $14.11万 | 0.01% | 4,016 | 2 | 0.0% | $70 | 加仓 |
| VBR | VANGUARD INDEX FDS VANGUARD SMALL-CAP VALUE ETF | $14.10万 | 0.01% | 649 | -570 | -46.8% | -$12.38万 | 减仓 |
| BMY | BRISTOL MYERS SQUIBB CO COM | $14.10万 | 0.01% | 2,324 | -69 | -2.9% | -$4,185 | 减仓 |
| HII | HUNTINGTON INGALLS INDS INC COM | $14.02万 | 0.01% | 369 | -19 | -4.9% | -$7,218 | 减仓 |
| NRG | NRG ENERGY INC COM NEW | $13.97万 | 0.01% | 956 | -1,405 | -59.5% | -$20.53万 | 减仓 |
| — | JOHNSON & JOHNSON NT 6.950 percent 09/01/29 B/E DTD 09/02/99 | $13.91万 | 0.01% | 127,000 | 127,000 | — | $13.91万 | 新建仓 |
| KLAC | KLA CORP COM | $13.87万 | 0.01% | 94 | 6 | 6.8% | $8,854 | 加仓 |
| — | AMERICAN EUPAC FUND CLASS F2 | $13.64万 | 0.01% | 2,328 | 2,328 | — | $13.64万 | 新建仓 |
| — | DFA INTERNATIONAL SOCIAL CORE EQUITY PORTFOLIO | $13.57万 | 0.01% | 7,022 | 7,022 | — | $13.57万 | 新建仓 |
| CSX | CSX CORP COM | $13.30万 | 0.01% | 3,239 | 0 | 0.0% | — | 不变 |
| — | PIMCO INCOME FUND CLASS I2 | $13.24万 | 0.01% | 12,280 | 12,280 | — | $13.24万 | 新建仓 |
| DFAW | DIMENSIONAL ETF TR WORLD EQUITY ETF | $13.06万 | 0.01% | 1,770 | 898 | 103.0% | $6.63万 | 加仓 |
| — | KNIGHTS OF COLUMBUS LIMITED DURATION FUND CLASS I | $13.05万 | 0.01% | 13,482 | 13,482 | — | $13.05万 | 新建仓 |
| NUSC | NUSHARES ETF TR ESG SM-CAP ETF | $12.92万 | 0.01% | 2,868 | -30 | -1.0% | -$1,352 | 减仓 |
| DHR | DANAHER CORP COM | $12.89万 | 0.01% | 680 | 0 | 0.0% | — | 不变 |
| VUSB | VANGUARD BD INDEX FDS ULTRA SHORT BD ETF | $12.71万 | 0.01% | 2,552 | 10 | 0.4% | $498 | 加仓 |
| RTX | RTX CORP COM | $12.46万 | 0.01% | 646 | 1 | 0.2% | $193 | 加仓 |
| — | AB SKANSKA CEMENTGJUTERIET ISIN SE0000113250 SHS B | $12.38万 | 0.01% | 4,669 | 4,669 | — | $12.38万 | 新建仓 |
| — | VANGUARD SMALL-CAP VALUE INDEX FUND ADMIRAL SHARES | $12.27万 | 0.01% | 1,315 | 1,315 | — | $12.27万 | 新建仓 |
| TRN | TRINITY INDS INC COM | $12.26万 | 0.01% | 3,810 | 3,810 | — | $12.26万 | 新建仓 |
| — | INVESCO GLOBAL FUND CLASS A | $12.26万 | 0.01% | 1,570 | 1,570 | — | $12.26万 | 新建仓 |
| — | CALVERT INTERNATIONAL RESPONSIBLE INDEX FUND CLASS I | $12.24万 | 0.01% | 3,184 | 3,184 | — | $12.24万 | 新建仓 |
| UPS | UNITED PARCEL SVC INC CL B | $12.00万 | 0.01% | 1,220 | -20 | -1.6% | -$1,967 | 减仓 |
| — | CLIFFWATER ENHANCED LENDING FUND CLASS I | $11.86万 | 0.01% | 10,770 | 10,770 | — | $11.86万 | 新建仓 |
| AZZ | AZZ INC COM | $11.84万 | 0.01% | 946 | 0 | 0.0% | — | 不变 |
| SCHK | SCHWAB STRATEGIC TR 1000 INDEX ETF | $11.71万 | 0.01% | 3,738 | 0 | 0.0% | — | 不变 |
| — | IMPAX SMALL-CAP FUND INVESTOR CLASS | $11.65万 | 0.01% | 6,518 | 6,518 | — | $11.65万 | 新建仓 |
| — | OXFORD SQUARE CAP CORP COM | $11.57万 | 0.01% | 65,375 | 40,875 | 166.8% | $7.23万 | 加仓 |
| — | T. ROWE PRICE BLUE CHIP GROWTH FUND | $11.55万 | 0.01% | 619 | 619 | — | $11.55万 | 新建仓 |
| — | 529 AMERICAN SMALL-CAP WORLD FUND CLASS F2 | $11.52万 | 0.01% | 1,582 | 1,582 | — | $11.52万 | 新建仓 |
| — | 529 AMERICAN BOND FUND OF AMERICA CLASS A | $11.49万 | 0.01% | 10,159 | 10,159 | — | $11.49万 | 新建仓 |
| TT | TRANE TECHNOLOGIES PLC SHS ISIN IE00BK9ZQ967 | $11.46万 | 0.01% | 275 | 0 | 0.0% | — | 不变 |
| — | FIDELITY INVESTMENTS MONEY MARKET PORTFOLIO INSTITUTIONAL CLASS | $11.40万 | 0.01% | 114,000 | 114,000 | — | $11.40万 | 新建仓 |
| STN | STANTEC INC COM | $11.38万 | 0.01% | 1,317 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC COM | $11.33万 | 0.01% | 255 | -6 | -2.3% | -$2,666 | 减仓 |
| DISV | DIMENSIONAL ETF TR DIMENSIONAL INTL SMALL CAP VALUE ETF | $11.24万 | 0.01% | 2,849 | -477 | -14.3% | -$1.88万 | 减仓 |
| COWZ | PACER FDS TR US CASH COWS 100 ETF | $11.17万 | 0.01% | 1,785 | -806 | -31.1% | -$5.04万 | 减仓 |
| SRE | SEMPRA COM | $11.04万 | 0.01% | 1,136 | 7 | 0.6% | $680 | 加仓 |
| — | ASTRONICS CORP CL B | $10.89万 | 0.01% | 1,720 | 1,720 | — | $10.89万 | 新建仓 |
| MUSA | MURPHY USA INC COM | $10.87万 | 0.01% | 220 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP NEW CL A | $10.87万 | 0.01% | 860 | -80 | -8.5% | -$1.01万 | 减仓 |
| IAU | ISHARES GOLD TR ISHARES NEW | $10.83万 | 0.01% | 1,229 | 79 | 6.9% | $6,965 | 加仓 |
| BLV | VANGUARD BD INDEX FDS VANGUARD LONG TERM BD ETF | $10.83万 | 0.01% | 1,574 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT COM | $10.81万 | 0.01% | 250 | 241 | 2,677.8% | $10.42万 | 加仓 |
| WLDN | WILLDAN GROUP INC COM | $10.74万 | 0.01% | 1,403 | -227 | -13.9% | -$1.74万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR US BROAD MKT ETF | $10.62万 | 0.01% | 4,230 | -252 | -5.6% | -$6,325 | 减仓 |
| — | TRANSAMERICA MULTI-MANAGED BALANCED FUND CLASS C | $10.53万 | 0.01% | 3,125 | 3,125 | — | $10.53万 | 新建仓 |
| UFPI | UFP INDS INC COM | $10.52万 | 0.01% | 1,142 | 0 | 0.0% | — | 不变 |
| — | VANGUARD INTERMEDIATE-TERM BOND INDEX FUND ADMIRAL SHARES | $10.44万 | 0.01% | 10,023 | 10,023 | — | $10.44万 | 新建仓 |
| — | LORD ABBETT AFFILIATED FUND CLASS A | $10.44万 | 0.01% | 5,150 | 5,150 | — | $10.44万 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC COM | $10.40万 | 0.01% | 500 | -33 | -6.2% | -$6,867 | 减仓 |
| — | 529 AMERICAN INCOME FUND OF AMERICA CLASS F2 | $10.40万 | 0.01% | 3,897 | 3,897 | — | $10.40万 | 新建仓 |
| — | 529 AMERICAN HIGH INCOME TRUST FUND CLASS A | $10.18万 | 0.01% | 10,422 | 10,422 | — | $10.18万 | 新建仓 |
| — | UNITED STATES TREAS NTS 4.625 percent 02/15/35 B/E DTD 02/15/25 | $10.06万 | 0.01% | 98,000 | 98,000 | — | $10.06万 | 新建仓 |
| SIEGY | SIEMENS A G SPONSORED ADR ISIN US8261975010 | $10.04万 | 0.01% | 824 | 824 | — | $10.04万 | 新建仓 |
| XNTK | SPDR SER TR STATE STR SPDR NYSE TECHNOLOGY ETF | $9.96万 | 0.01% | 390 | -35 | -8.2% | -$8,935 | 减仓 |
| — | TOUCHSTONE U.S. QUALITY BOND FUND CLASS Y | $9.86万 | 0.01% | 10,826 | 10,826 | — | $9.86万 | 新建仓 |
| SCHA | SCHWAB STRATEGIC TR US SMALL-CAP ETF | $9.84万 | 0.01% | 3,384 | -117 | -3.3% | -$3,402 | 减仓 |
| MS | MORGAN STANLEY COM NEW | $9.83万 | 0.01% | 597 | 84 | 16.4% | $1.38万 | 加仓 |
| OPY | OPPENHEIMER HLDGS INC CL A NON VTG STK | $9.82万 | 0.01% | 1,101 | 0 | 0.0% | — | 不变 |
| BP | BP PLC SPONS ADR | $9.80万 | 0.01% | 2,085 | -555 | -21.0% | -$2.61万 | 减仓 |
| — | AMERICAN AMCAP FUND CLASS F3 | $9.80万 | 0.01% | 2,295 | 2,295 | — | $9.80万 | 新建仓 |
| — | ISHARES TR LIFEPATH TARGET DATE 2040 ETF | $9.74万 | 0.01% | 2,789 | 212 | 8.2% | $7,402 | 加仓 |
| — | INTERNATIONAL BK FOR RECON & DEV GLBL BD 3.875 percent 08/28/34 B/E DTD 08/28/24 | $9.73万 | 0.01% | 100,000 | 100,000 | — | $9.73万 | 新建仓 |
| PLOW | DOUGLAS DYNAMICS INC COM | $9.65万 | 0.01% | 2,292 | -246 | -9.7% | -$1.04万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $9.59万 | 0.01% | 472 | 0 | 0.0% | — | 不变 |
| WES | WESTERN MIDSTREAM PARTNERS L P COM UNIT LTD PARTNERSHIP INT | $9.57万 | 0.01% | 2,324 | -106 | -4.4% | -$4,364 | 减仓 |
| — | 529 AMERICAN COLLEGE ENROLLMENT FUND CLASS F2 | $9.55万 | 0.01% | 10,015 | 10,015 | — | $9.55万 | 新建仓 |
| — | JPMORGAN CORE PLUS BOND FUND CLASS I | $9.45万 | 0.01% | 13,057 | 13,057 | — | $9.45万 | 新建仓 |
| — | CALVERT CORE BOND FUND CLASS I | $9.39万 | 0.01% | 5,960 | 5,960 | — | $9.39万 | 新建仓 |
| — | ETF OPPORTUNITIES TR IDX DYNAMIC FIXED INCOME ETF | $9.32万 | 0.01% | 4,100 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP INC COM | $9.26万 | 0.01% | 1,144 | 2 | 0.2% | $162 | 加仓 |
| — | VANGUARD INTERNATIONAL VALUE FUND INVESTOR SHARES | $9.23万 | 0.01% | 2,213 | 2,213 | — | $9.23万 | 新建仓 |
| — | DFA GLOBAL CORE PLUS FIXED INCOME PORTFOLIO INSTITUTIONAL CLASS | $9.21万 | 0.01% | 10,103 | 10,103 | — | $9.21万 | 新建仓 |
| IEMG | ISHARES INC CORE MSCI EMERGING MKTS ETF | $9.11万 | 0.01% | 1,306 | 1,010 | 341.2% | $7.04万 | 加仓 |
| — | DODGE & COX INCOME FUND CLASS I | $9.09万 | 0.01% | 7,148 | 7,148 | — | $9.09万 | 新建仓 |