Main Street Financial Solutions, LLC
NEWTOWN PA · SEC CIK 0001763350
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| SCHC | SCHWAB STRATEGIC TR | $983.59万 | 0.72% | 210,438 | -872 | -0.4% | -$4.08万 | 减仓 |
| TSLA | TESLA INC | $1,016.34万 | 0.74% | 27,339 | -1,326 | -4.6% | -$49.29万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $1,062.61万 | 0.77% | 135,520 | 51,440 | 61.2% | $403.34万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $1,063.71万 | 0.78% | 322,826 | 18,110 | 5.9% | $59.67万 | 加仓 |
| IVV | ISHARES TR | $1,074.75万 | 0.78% | 16,453 | 202 | 1.2% | $13.20万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,096.59万 | 0.80% | 171,128 | 9,826 | 6.1% | $62.96万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,104.14万 | 0.80% | 29,828 | -126 | -0.4% | -$4.66万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,118.44万 | 0.82% | 52,006 | 587 | 1.1% | $12.62万 | 加仓 |
| — | EXXON MOBIL CORP | $1,138.76万 | 0.83% | 67,120 | 622 | 0.9% | $10.55万 | 加仓 |
| IUSV | ISHARES TR | $1,290.77万 | 0.94% | 126,236 | 8,563 | 7.3% | $87.56万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,382.11万 | 1.01% | 79,249 | 1,387 | 1.8% | $24.19万 | 加仓 |
| IUSG | ISHARES TR | $1,407.33万 | 1.03% | 90,731 | 7,965 | 9.6% | $123.55万 | 加仓 |
| SCHK | SCHWAB STRATEGIC TR | $1,408.04万 | 1.03% | 449,422 | 35,488 | 8.6% | $111.18万 | 加仓 |
| IAGG | ISHARES TR | $1,435.78万 | 1.05% | 286,926 | 15,405 | 5.7% | $77.09万 | 加仓 |
| DGRW | WISDOMTREE TR | $1,519.76万 | 1.11% | 173,014 | -24,746 | -12.5% | -$217.37万 | 减仓 |
| TEN | TSAKOS ENERGY NAVIGATION LTD | $1,565.10万 | 1.14% | 396,630 | -279 | -0.1% | -$1.10万 | 减仓 |
| DLN | WISDOMTREE TR | $1,698.76万 | 1.24% | 190,166 | -2,240 | -1.2% | -$20.01万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $1,701.73万 | 1.24% | 585,190 | 13,865 | 2.4% | $40.32万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,752.26万 | 1.28% | 29,324 | 1,927 | 7.0% | $115.15万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,770.25万 | 1.29% | 30,670 | 2,654 | 9.5% | $153.19万 | 加仓 |
| TOTL | SSGA ACTIVE ETF TR | $2,036.71万 | 1.48% | 512,638 | 18,950 | 3.8% | $75.29万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $2,404.78万 | 1.75% | 527,133 | 4,108 | 0.8% | $18.74万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $2,465.84万 | 1.80% | 996,300 | 20,817 | 2.1% | $51.52万 | 加仓 |
| AAPL | APPLE INC | $2,782.66万 | 2.03% | 109,644 | 2,317 | 2.2% | $58.80万 | 加仓 |
| AGG | ISHARES TR | $3,220.58万 | 2.35% | 324,426 | 72,936 | 29.0% | $724.04万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $3,349.91万 | 2.44% | 1,306,516 | 49,229 | 3.9% | $126.22万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $5,055.46万 | 3.68% | 1,735,481 | 74,045 | 4.5% | $215.69万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $5,294.37万 | 3.86% | 1,725,673 | 36,078 | 2.1% | $110.69万 | 加仓 |
| NMM | NAVIOS MARITIME PARTNERS LP | $6,004.10万 | 4.38% | 889,760 | 19,454 | 2.2% | $131.28万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $6,092.58万 | 4.44% | 189,912 | 2,367 | 1.3% | $75.94万 | 加仓 |