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
WMB WILLIAMS COS INC $95.67万0.07%13,144 2,71626.0% $19.77万 加仓
WTM WHITE MTNS INS GROUP LTD $96.34万0.07%439 -396-47.4% -$86.90万 减仓
— FIRST TR EXCHNG TRADED FD VI $97.06万0.07%37,694 00.0% — 不变
DBC INVESCO DB COMMDY INDX TRCK $98.62万0.07%34,065 -135-0.4% -$3,908 减仓
CMI CUMMINS INC $98.96万0.07%1,839 1529.0% $8.18万 加仓
WCMI FIRST TR EXCHANGE-TRADED FD $99.45万0.07%59,305 27,65487.4% $46.38万 加仓
NET CLOUDFLARE INC $102.74万0.07%4,979 1,00025.1% $20.63万 加仓
FDN FIRST TR EXCHANGE-TRADED FD $102.97万0.08%4,400 110.3% $2,574 加仓
IBIT ISHARES BITCOIN TRUST ETF $103.45万0.08%26,927 2,2339.0% $8.58万 加仓
TMO THERMO FISHER SCIENTIFIC INC $103.58万0.08%2,107 -470-18.2% -$23.11万 减仓
SHM SPDR SERIES TRUST $103.62万0.08%21,664 2,67414.1% $12.79万 加仓
VNQ VANGUARD INDEX FDS $104.60万0.08%11,793 2702.3% $2.39万 加仓
MKL MARKEL GROUP INC $104.89万0.08%548 -315-36.5% -$60.29万 减仓
PM PHILIP MORRIS INTL INC $105.08万0.08%6,355 2323.8% $3.84万 加仓
UNH UNITEDHEALTH GROUP INC $105.90万0.08%3,913 1,18843.6% $32.15万 加仓
VIGI VANGUARD WHITEHALL FDS $106.75万0.08%12,068 1,30212.1% $11.52万 加仓
IEZ ISHARES TR $106.94万0.08%36,939 5911.6% $1.71万 加仓
VBR VANGUARD INDEX FDS $107.03万0.08%4,927 -359-6.8% -$7.80万 减仓
CIBR FIRST TR EXCHANGE-TRADED FD $107.22万0.08%17,106 -13,852-44.7% -$86.82万 减仓
VCRM VANGUARD MUN BD FDS $108.14万0.08%14,390 4,62947.4% $34.79万 加仓
LOW LOWES COS INC $108.33万0.08%4,585 -147-3.1% -$3.47万 减仓
RTX RTX CORPORATION $108.73万0.08%5,637 3887.4% $7.48万 加仓
MGC VANGUARD WORLD FD $108.99万0.08%4,612 -93-2.0% -$2.20万 减仓
SHEL SHELL PLC $111.01万0.08%11,937 -800-6.3% -$7.44万 减仓
MLM MARTIN MARIETTA MATLS INC $112.02万0.08%1,903 -355-15.7% -$20.90万 减仓
DGRO ISHARES TR $112.49万0.08%16,028 -261-1.6% -$1.83万 减仓
ABT ABBOTT LABORATORIES $112.90万0.08%10,996 -386-3.4% -$3.96万 减仓
CAT CATERPILLAR INC $113.61万0.08%1,604 66671.0% $47.17万 加仓
XLV SELECT SECTOR SPDR TR $115.12万0.08%7,852 1,04815.4% $15.36万 加仓
— FIRST TR EXCHNG TRADED FD VI $121.24万0.09%36,212 -600-1.6% -$2.01万 减仓
MDT MEDTRONIC PLC $122.19万0.09%14,102 6955.2% $6.02万 加仓
IOO ISHARES TR $122.47万0.09%10,124 00.0% — 不变
VCR VANGUARD WORLD FD $123.02万0.09%3,426 -12-0.3% -$4,309 减仓
SIL GLOBAL X FDS $123.95万0.09%13,760 -4,740-25.6% -$42.70万 减仓
UNP UNION PAC CORP $124.98万0.09%5,151 2885.9% $6.99万 加仓
ONON ON HLDG AG $125.96万0.09%37,025 -1,300-3.4% -$4.42万 减仓
IDCC INTERDIGITAL INC $126.13万0.09%4,177 -3-0.1% -$906 减仓
VOE VANGUARD INDEX FDS $129.34万0.09%7,019 -399-5.4% -$7.35万 减仓
QMAR FIRST TR EXCHNG TRADED FD VI $130.34万0.10%38,770 00.0% — 不变
FCG FIRST TR EXCHANGE-TRADED FD $130.36万0.10%41,135 1,1232.8% $3.56万 加仓
IWD ISHARES TR $131.31万0.10%6,146 -119-1.9% -$2.54万 减仓
XLK SELECT SECTOR SPDR TR $132.64万0.10%9,981 -947-8.7% -$12.59万 减仓
TXN TEXAS INSTRS INC $132.72万0.10%6,836 4176.5% $8.10万 加仓
FNDA SCHWAB STRATEGIC TR $134.11万0.10%41,355 -20,739-33.4% -$67.26万 减仓
APH AMPHENOL CORP $134.83万0.10%10,671 6796.8% $8.58万 加仓
MOAT VANECK ETF TRUST $135.49万0.10%14,012 -1,128-7.5% -$10.91万 减仓
AMGN AMGEN INC $137.50万0.10%3,908 -30-0.8% -$1.06万 减仓
ELV ELEVANCE HEALTH INC FORMERLY $138.68万0.10%4,737 70517.5% $20.64万 加仓
SO SOUTHERN CO $140.61万0.10%14,568 8686.3% $8.38万 加仓
AFL AFLAC INC $141.00万0.10%12,852 6295.1% $6.90万 加仓
ROBO EXCHANGE TRADED CONCEPTS TRU $142.56万0.10%20,833 -268-1.3% -$1.83万 减仓
SPGI S&P GLOBAL INC $144.04万0.10%3,386 -115-3.3% -$4.89万 减仓
APD AIR PRODUCTS AND CHEMICALS I $145.36万0.11%5,004 45910.1% $13.33万 加仓
ORCL ORACLE CORP $145.46万0.11%9,888 3223.4% $4.74万 加仓
FMHI FIRST TR EXCH TRADED FD III $145.63万0.11%30,634 4,66918.0% $22.20万 加仓
CGNG CAPITAL GROUP NEW GEOGRAPHY $148.23万0.11%46,953 18,45964.8% $58.28万 加仓
GD GENERAL DYNAMICS CORP $148.93万0.11%4,339 3869.8% $13.25万 加仓
AGI ALAMOS GOLD INC $152.79万0.11%34,390 34,390— $152.79万 新建仓
AEM AGNICO EAGLE MINES LTD $152.82万0.11%7,529 7,529— $152.82万 新建仓
MCD MCDONALDS CORP $156.30万0.11%5,029 -1,354-21.2% -$42.08万 减仓
COLD AMERICOLD REALTY TRUST INC $156.35万0.11%136,433 31,15529.6% $35.70万 加仓
PPA INVESCO EXCHANGE TRADED FD T $156.69万0.11%9,456 2,72440.5% $45.14万 加仓
VB VANGUARD INDEX FDS $157.50万0.11%6,013 -2,286-27.5% -$59.88万 减仓
BGIG ETF SER SOLUTIONS $160.17万0.12%48,156 48,156— $160.17万 新建仓
VYM VANGUARD WHITEHALL FDS $161.02万0.12%10,873 98710.0% $14.62万 加仓
JAAA JANUS DETROIT STR TR $165.97万0.12%32,950 -12,865-28.1% -$64.80万 减仓
PMAR INNOVATOR ETFS TRUST $166.86万0.12%37,396 00.0% — 不变
FNDE SCHWAB STRATEGIC TR $167.46万0.12%43,768 2,7786.8% $10.63万 加仓
COWZ PACER FDS TR $167.58万0.12%26,787 1,1514.5% $7.20万 加仓
XRAY DENTSPLY SIRONA INC $168.20万0.12%145,000 00.0% — 不变
FOUR SHIFT4 PMTS INC $169.24万0.12%38,700 38,700— $169.24万 新建仓
BWX SPDR SERIES TRUST $169.52万0.12%77,228 77,228— $169.52万 新建仓
BLDR BUILDERS FIRSTSOURCE INC $170.49万0.12%20,708 7,34555.0% $60.47万 加仓
FNDF SCHWAB STRATEGIC TR $170.82万0.12%34,911 00.0% — 不变
AMLP ALPS ETF TR $171.11万0.12%32,506 1,3194.2% $6.94万 加仓
PEP PEPSICO INC $171.66万0.13%11,054 4314.1% $6.69万 加仓
CSCO CISCO SYS INC $172.20万0.13%22,194 -5,719-20.5% -$44.37万 减仓
SPY STATE STR SPDR S&P 500 ETF T 看跌期权 $172.83万0.13%113,900 52,10084.3% $79.06万 加仓
VDC VANGUARD WORLD FD $174.57万0.13%7,773 2743.7% $6.15万 加仓
IBB ISHARES TR $174.73万0.13%10,348 -2,584-20.0% -$43.63万 减仓
SLV ISHARES SILVER TR $176.14万0.13%25,849 -13,028-33.5% -$88.77万 减仓
OBIL RBB FD INC $178.26万0.13%35,599 -42,077-54.2% -$210.70万 减仓
IEFA ISHARES TR $179.97万0.13%19,880 -327-1.6% -$2.96万 减仓
BALT INNOVATOR ETFS TRUST $180.07万0.13%53,808 -46-0.1% -$1,539 减仓
MP MP MATERIALS CORP $180.42万0.13%37,386 2,4357.0% $11.75万 加仓
MUB ISHARES TR $182.65万0.13%17,207 2021.2% $2.14万 加仓
GLW CORNING INC $182.65万0.13%13,433 1,57313.3% $21.39万 加仓
XLE SELECT SECTOR SPDR TR $183.55万0.13%29,962 7,62034.1% $46.68万 加仓
MGM MGM RESORTS INTERNATIONAL $185.59万0.14%50,147 43,492653.5% $160.96万 重新持有
ROUS LATTICE STRATEGIES TR $188.97万0.14%32,008 2,5728.7% $15.19万 加仓
VAW VANGUARD WORLD FD $194.11万0.14%8,614 -106-1.2% -$2.39万 减仓
COST COSTCO WHOLESALE CORPORATION $196.34万0.14%1,970 623.2% $6.18万 加仓
VUSB VANGUARD BD INDEX FDS $200.67万0.15%40,308 19,28991.8% $96.03万 加仓
FJAN FIRST TR EXCHNG TRADED FD VI $201.55万0.15%39,983 1,3303.4% $6.70万 加仓
CEF SPROTT ASSET MANAGEMENT LP $202.81万0.15%42,501 -6,733-13.7% -$32.13万 减仓
VOT VANGUARD INDEX FDS $204.81万0.15%7,958 -222-2.7% -$5.71万 减仓
— HONEYWELL INTL INC $205.22万0.15%9,079 4,15984.5% $94.01万 加仓
LMT LOCKHEED MARTIN CORP $205.54万0.15%3,401 -65-1.9% -$3.93万 减仓
GS GOLDMAN SACHS GROUP INC $205.73万0.15%2,432 1556.8% $13.11万 加仓
VTWO VANGUARD SCOTTSDALE FDS $207.96万0.15%20,760 280.1% $2,805 加仓