13F 机构持仓

Main Street Financial Solutions, LLC

NEWTOWN PA · SEC CIK 0001763350

2026Q22026Q1 更早 9 个季度 🔒
$13.72亿2026Q1 申报市值
581持仓数
28.2%前十大占比 · 第一大 4.4%
61 / 41新建仓 / 清仓
申报市值走势$15.59亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VTI 4.4%
NMM 4.4%
SCHD 3.9%
SCHG 3.7%
SCHX 2.4%
AGG 2.3%
AAPL 2.0%
SCHF 1.8%
FBND 1.8%
TOTL 1.5%

2026Q1 买入最多 按季末市值估算

SHY 新建仓+$862.44万
AGG 加仓+$724.04万
BSV 加仓+$403.34万
GLOBAL X FDS 新建仓+$372.45万
RAAX 加仓+$344.85万

2026Q1 卖出最多 按季末市值估算

HTAB 减仓-$1,068.72万
DFUS 重新持有-$960.46万
MSGK 清仓-$362.11万
CGXU 减仓-$281.72万
VMBS 清仓-$270.68万

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
CGIB CAPITAL GRP FIXED INCM ETF T $54.12万0.04%21,445 -20,245-48.6% -$51.09万 减仓
EQT EQT CORP $54.15万0.04%8,508 8,508— $54.15万 新建仓
EFX EQUIFAX INC $54.35万0.04%3,018 180.6% $3,242 加仓
URTH ISHARES INC $54.53万0.04%3,029 00.0% — 不变
MSEX MIDDLESEX WTR CO $55.01万0.04%10,569 10.0% $52 加仓
CMCSA COMCAST CORP NEW $55.21万0.04%19,229 -61-0.3% -$1,751 减仓
TGT TARGET CORP $56.40万0.04%4,654 2395.4% $2.90万 加仓
RITM RITHM CAPITAL CORP $56.60万0.04%59,700 2,3594.1% $2.24万 加仓
— INNOVATOR ETFS TRUST $56.66万0.04%19,490 -1,000-4.9% -$2.91万 减仓
ROBT FIRST TR EXCHANGE TRADED FD $56.88万0.04%12,323 2842.4% $1.31万 加仓
ISTB ISHARES TR $57.24万0.04%11,811 -1,297-9.9% -$6.29万 减仓
DHS WISDOMTREE TR $57.49万0.04%5,263 -104-1.9% -$1.14万 减仓
MO ALTRIA GROUP INC $57.88万0.04%8,771 5206.3% $3.43万 加仓
T AT&T INC $58.28万0.04%20,104 3,96724.6% $11.50万 加仓
AZN ASTRAZENECA PLC $58.42万0.04%2,962 2,962— $58.42万 新建仓
SMH VANECK ETF TRUST $58.59万0.04%1,528 -99-6.1% -$3.80万 减仓
VTES VANGUARD WELLINGTON FD $59.08万0.04%5,841 66412.8% $6.72万 加仓
VGSH VANGUARD SCOTTSDALE FDS $59.11万0.04%10,097 -2,148-17.5% -$12.57万 减仓
IHI ISHARES TR $59.79万0.04%11,208 1,92820.8% $10.29万 加仓
NEM NEWMONT CORP $59.81万0.04%5,525 -587-9.6% -$6.35万 减仓
PJAN INNOVATOR ETFS TRUST $60.20万0.04%13,050 -1,050-7.4% -$4.84万 减仓
— INNOVATOR ETFS TRUST $60.68万0.04%20,668 -3,040-12.8% -$8.93万 减仓
SCHO SCHWAB STRATEGIC TR $60.87万0.04%25,081 1460.6% $3,543 加仓
IVW ISHARES TR $61.26万0.04%5,416 96821.8% $10.95万 加仓
PAPR INNOVATOR ETFS TRUST $61.49万0.04%15,450 -1,010-6.1% -$4.02万 减仓
EMLP FIRST TR EXCHANGE-TRADED FD $61.56万0.04%14,100 -900-6.0% -$3.93万 减仓
QJUN FIRST TR EXCHNG TRADED FD VI $61.65万0.04%19,730 -88-0.4% -$2,750 减仓
VBK VANGUARD INDEX FDS $61.67万0.04%2,040 -79-3.7% -$2.39万 减仓
SKYY FIRST TR EXCHANGE-TRADED FD $61.69万0.04%5,641 2885.4% $3.15万 加仓
FSEP FIRST TR EXCHNG TRADED FD VI $61.84万0.05%12,287 -979-7.4% -$4.93万 减仓
IJJ ISHARES TR $63.24万0.05%4,773 51712.1% $6.85万 加仓
ICE INTERCONTINENTAL EXCHANGE IN $63.44万0.05%4,034 -2,544-38.7% -$40.01万 减仓
— AIM ETF PRODUCTS TRUST $63.61万0.05%14,968 00.0% — 不变
ITW ILLINOIS TOOL WKS INC $63.80万0.05%2,451 843.5% $2.19万 加仓
PMAY INNOVATOR ETFS TRUST $63.83万0.05%15,982 -126-0.8% -$5,032 减仓
CASY CASEYS GEN STORES INC $64.61万0.05%888 10.1% $728 加仓
PH PARKER-HANNIFIN CORP $64.80万0.05%724 101.4% $8,951 加仓
ADP AUTOMATIC DATA PROCESSING IN $66.73万0.05%3,284 822.6% $1.67万 加仓
JEPI J P MORGAN EXCHANGE TRADED F $67.05万0.05%11,830 -4,735-28.6% -$26.84万 减仓
PEG PUBLIC SVC ENTERPRISE GROUP $67.21万0.05%8,302 -432-4.9% -$3.50万 减仓
ESGU ISHARES TR $67.46万0.05%4,770 120.3% $1,697 加仓
FTSM FIRST TR EXCHANGE-TRADED FD $68.15万0.05%11,401 80.1% $478 加仓
XLY SELECT SECTOR SPDR TR $68.70万0.05%6,304 1242.0% $1.35万 加仓
AME AMETEK INC $68.76万0.05%3,208 -1,580-33.0% -$33.87万 减仓
TRU TRANSUNION $68.86万0.05%9,952 -1,610-13.9% -$11.14万 减仓
VT VANGUARD INTL EQUITY INDEX F $69.65万0.05%5,035 1,20231.4% $16.63万 加仓
BNDX VANGUARD CHARLOTTE FDS $70.01万0.05%14,571 4,41943.5% $21.23万 加仓
IJT ISHARES TR $70.33万0.05%4,860 -53-1.1% -$7,670 减仓
TD TORONTO DOMINION BK ONT $70.90万0.05%7,599 -12-0.2% -$1,120 减仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $71.75万0.05%2,123 36620.8% $12.37万 加仓
REZ ISHARES TR $71.81万0.05%8,630 -2,376-21.6% -$19.77万 减仓
ADSK AUTODESK INC $71.89万0.05%3,003 -293-8.9% -$7.01万 减仓
IJR ISHARES TR $72.17万0.05%5,806 -141-2.4% -$1.75万 减仓
C CITIGROUP INC $72.20万0.05%6,366 1552.5% $1.76万 加仓
FAUG FIRST TR EXCHNG TRADED FD VI $72.39万0.05%13,979 -76-0.5% -$3,936 减仓
TRMB TRIMBLE INC $72.69万0.05%11,144 -3,819-25.5% -$24.91万 减仓
VHT VANGUARD WORLD FD $72.70万0.05%2,670 1988.0% $5.39万 加仓
— FIRST TR EXCHNG TRADED FD VI $72.86万0.05%26,636 3,02512.8% $8.27万 加仓
RSP INVESCO EXCHANGE TRADED FD T $73.81万0.05%3,846 2,571201.6% $49.34万 加仓
XLU SELECT SECTOR SPDR TR $74.03万0.05%16,131 8,02999.1% $36.85万 加仓
WFC WELLS FARGO & CO $74.73万0.05%9,387 560.6% $4,458 加仓
STE STERIS PLC $74.74万0.05%3,380 -881-20.7% -$19.48万 减仓
VTIP VANGUARD MALVERN FDS $76.04万0.06%15,224 -2,129-12.3% -$10.63万 减仓
DUK DUKE ENERGY CORP NEW $76.74万0.06%5,861 2,70385.6% $35.39万 加仓
PVAL PUTNAM ETF TRUST $76.84万0.06%16,560 16,560— $76.84万 新建仓
MMM 3M CO $76.98万0.06%5,300 4549.4% $6.59万 加仓
AXP AMERICAN EXPRESS CO $77.01万0.06%2,546 -122-4.6% -$3.69万 减仓
GRMN GARMIN LTD $77.77万0.06%3,352 2718.8% $6.29万 加仓
EMR EMERSON ELEC CO $78.00万0.06%5,953 3175.6% $4.15万 加仓
NEE NEXTERA ENERGY INC $78.15万0.06%8,414 -3,276-28.0% -$30.43万 减仓
DHR DANAHER CORP DEL $78.20万0.06%4,124 -454-9.9% -$8.61万 减仓
FCX FREEPORT MCMORAN INC $78.47万0.06%13,350 -4,828-26.6% -$28.38万 减仓
ORLY OREILLY AUTOMOTIVE INC $79.44万0.06%8,606 -4,290-33.3% -$39.60万 减仓
QCOM QUALCOMM INC $79.77万0.06%6,194 1141.9% $1.47万 加仓
FAPR FIRST TR EXCHNG TRADED FD VI $80.00万0.06%17,815 -50-0.3% -$2,245 减仓
MS MORGAN STANLEY $80.04万0.06%4,863 3026.6% $4.97万 加仓
KAPR INNOVATOR ETFS TRUST $80.45万0.06%22,192 -1,590-6.7% -$5.76万 减仓
DC DAKOTA GOLD CORP $82.03万0.06%162,435 162,435— $82.03万 新建仓
LHX L3HARRIS TECHNOLOGIES INC $82.56万0.06%2,392 21810.0% $7.52万 加仓
SPYD SPDR SERIES TRUST $84.06万0.06%18,466 -479-2.5% -$2.18万 减仓
VOOG VANGUARD ADMIRAL FDS INC $84.13万0.06%2,064 713.6% $2.89万 加仓
NOC NORTHROP GRUMMAN CORP $84.26万0.06%1,235 -66-5.1% -$4.50万 减仓
BIL SPDR SERIES TRUST $85.65万0.06%9,346 110.1% $1,008 加仓
CDW CDW CORP $87.25万0.06%7,210 -1,660-18.7% -$20.09万 减仓
ASX ASE TECHNOLOGY HLDG CO LTD $87.78万0.06%40,490 40,490— $87.78万 新建仓
MUNI PIMCO ETF TR $88.41万0.06%16,941 1,3318.5% $6.95万 加仓
FCOM FIDELITY COVINGTON TRUST $88.50万0.06%12,992 -558-4.1% -$3.80万 减仓
UTES ETFIS SER TR I $88.94万0.06%11,131 4,63271.3% $37.01万 加仓
UBS UBS GROUP AG $89.06万0.06%22,795 -121-0.5% -$4,727 减仓
PXF INVESCO EXCH TRADED FD TR II $89.47万0.07%12,800 2,77227.6% $19.38万 加仓
GE GE AEROSPACE $90.15万0.07%3,177 -540-14.5% -$15.32万 减仓
EOG EOG RES INC $90.36万0.07%6,250 4357.5% $6.29万 加仓
ESGV VANGUARD WORLD FD $91.47万0.07%8,147 190.2% $2,133 加仓
AGNC AGNC INVT CORP $91.95万0.07%91,677 -612-0.7% -$6,138 减仓
PFE PFIZER INC $92.20万0.07%32,836 5,00018.0% $14.04万 加仓
IJS ISHARES TR $93.34万0.07%7,880 4135.5% $4.89万 加仓
LQD ISHARES TR $93.58万0.07%8,586 7739.9% $8.43万 加仓
QQQM INVESCO EXCH TRADED FD TR II $94.28万0.07%3,968 2,093111.6% $49.73万 加仓
DIS DISNEY WALT CO $95.09万0.07%9,867 3814.0% $3.67万 加仓
GDDY GODADDY INC $95.46万0.07%11,547 420.4% $3,472 加仓