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
VPU VANGUARD WORLD FD $273.74万0.20%13,816 -207-1.5% -$4.10万 减仓
GDXJ VANECK ETF TRUST $273.18万0.20%22,757 -11,183-32.9% -$134.24万 减仓
OMC OMNICOM GROUP INC $272.67万0.20%36,207 33,2791,136.6% $250.62万 加仓
VAL VALARIS LTD $272.25万0.20%27,769 -21,998-44.2% -$215.67万 减仓
FJUL FIRST TR EXCHNG TRADED FD VI $271.65万0.20%49,643 -964-1.9% -$5.28万 减仓
IAU ISHARES GOLD TR $267.32万0.19%30,322 -1,698-5.3% -$14.97万 减仓
VEU VANGUARD INTL EQUITY INDEX F $267.09万0.19%35,564 8722.5% $6.55万 加仓
JMST J P MORGAN EXCHANGE TRADED F $264.69万0.19%51,920 5,48911.8% $27.98万 加仓
VO VANGUARD INDEX FDS $264.50万0.19%9,210 -222-2.4% -$6.38万 减仓
XDEC FIRST TR EXCHNG TRADED FD VI $260.03万0.19%64,506 -1,700-2.6% -$6.85万 减仓
PAVE GLOBAL X FDS $260.03万0.19%51,176 1,6563.3% $8.41万 加仓
V VISA INC $257.47万0.19%8,519 1882.3% $5.68万 加仓
DFEV DIMENSIONAL ETF TRUST $243.68万0.18%68,105 -5,065-6.9% -$18.12万 减仓
SCHP SCHWAB STRATEGIC TR $239.57万0.17%90,030 80,557850.4% $214.36万 加仓
TDW TIDEWATER INC NEW $239.51万0.17%28,667 1,3665.0% $11.41万 加仓
CB CHUBB LTD SWITZ $237.86万0.17%7,299 99515.8% $32.43万 加仓
OUNZ VANECK MERK GOLD ETF $236.43万0.17%52,482 3,5297.2% $15.90万 加仓
LLY ELI LILLY & CO $231.67万0.17%2,519 994.1% $9.11万 加仓
VONG VANGUARD SCOTTSDALE FDS $230.81万0.17%21,042 -581-2.7% -$6.37万 减仓
IWF ISHARES TR $229.69万0.17%5,387 -110-2.0% -$4.69万 减仓
VDE VANGUARD WORLD FD $228.03万0.17%13,178 -374-2.8% -$6.47万 减仓
AMAT APPLIED MATLS INC $225.32万0.16%6,592 3,757132.5% $128.42万 加仓
NFLX NETFLIX INC. $222.29万0.16%23,119 -1,971-7.9% -$18.95万 减仓
ABBV ABBVIE INC $214.80万0.16%9,876 -533-5.1% -$11.59万 减仓
FMAR FIRST TR EXCHNG TRADED FD VI $213.68万0.16%44,066 -1,895-4.1% -$9.19万 减仓
BMAR INNOVATOR ETFS TRUST $213.56万0.16%40,688 1,9555.0% $10.26万 加仓
TJX TJX COS INC NEW $211.71万0.15%13,257 -7,833-37.1% -$125.09万 减仓
MA MASTERCARD INCORPORATED $210.87万0.15%4,220 -457-9.8% -$22.84万 减仓
GEV GE VERNOVA INC $210.12万0.15%2,407 -196-7.5% -$17.11万 减仓
ROST ROSS STORES INC $208.24万0.15%9,613 -3,517-26.8% -$76.19万 减仓
VTWO VANGUARD SCOTTSDALE FDS $207.96万0.15%20,760 280.1% $2,805 加仓
GS GOLDMAN SACHS GROUP INC $205.73万0.15%2,432 1556.8% $13.11万 加仓
LMT LOCKHEED MARTIN CORP $205.54万0.15%3,401 -65-1.9% -$3.93万 减仓
— HONEYWELL INTL INC $205.22万0.15%9,079 4,15984.5% $94.01万 加仓
VOT VANGUARD INDEX FDS $204.81万0.15%7,958 -222-2.7% -$5.71万 减仓
CEF SPROTT ASSET MANAGEMENT LP $202.81万0.15%42,501 -6,733-13.7% -$32.13万 减仓
FJAN FIRST TR EXCHNG TRADED FD VI $201.55万0.15%39,983 1,3303.4% $6.70万 加仓
VUSB VANGUARD BD INDEX FDS $200.67万0.15%40,308 19,28991.8% $96.03万 加仓
COST COSTCO WHOLESALE CORPORATION $196.34万0.14%1,970 623.2% $6.18万 加仓
VAW VANGUARD WORLD FD $194.11万0.14%8,614 -106-1.2% -$2.39万 减仓
ROUS LATTICE STRATEGIES TR $188.97万0.14%32,008 2,5728.7% $15.19万 加仓
MGM MGM RESORTS INTERNATIONAL $185.59万0.14%50,147 43,492653.5% $160.96万 重新持有
XLE SELECT SECTOR SPDR TR $183.55万0.13%29,962 7,62034.1% $46.68万 加仓
GLW CORNING INC $182.65万0.13%13,433 1,57313.3% $21.39万 加仓
MUB ISHARES TR $182.65万0.13%17,207 2021.2% $2.14万 加仓
MP MP MATERIALS CORP $180.42万0.13%37,386 2,4357.0% $11.75万 加仓
BALT INNOVATOR ETFS TRUST $180.07万0.13%53,808 -46-0.1% -$1,539 减仓
IEFA ISHARES TR $179.97万0.13%19,880 -327-1.6% -$2.96万 减仓
OBIL RBB FD INC $178.26万0.13%35,599 -42,077-54.2% -$210.70万 减仓
SLV ISHARES SILVER TR $176.14万0.13%25,849 -13,028-33.5% -$88.77万 减仓
IBB ISHARES TR $174.73万0.13%10,348 -2,584-20.0% -$43.63万 减仓
VDC VANGUARD WORLD FD $174.57万0.13%7,773 2743.7% $6.15万 加仓
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
CSCO CISCO SYS INC $172.20万0.13%22,194 -5,719-20.5% -$44.37万 减仓
PEP PEPSICO INC $171.66万0.13%11,054 4314.1% $6.69万 加仓
AMLP ALPS ETF TR $171.11万0.12%32,506 1,3194.2% $6.94万 加仓
FNDF SCHWAB STRATEGIC TR $170.82万0.12%34,911 00.0% — 不变
BLDR BUILDERS FIRSTSOURCE INC $170.49万0.12%20,708 7,34555.0% $60.47万 加仓
BWX SPDR SERIES TRUST $169.52万0.12%77,228 77,228— $169.52万 新建仓
FOUR SHIFT4 PMTS INC $169.24万0.12%38,700 38,700— $169.24万 新建仓
XRAY DENTSPLY SIRONA INC $168.20万0.12%145,000 00.0% — 不变
COWZ PACER FDS TR $167.58万0.12%26,787 1,1514.5% $7.20万 加仓
FNDE SCHWAB STRATEGIC TR $167.46万0.12%43,768 2,7786.8% $10.63万 加仓
PMAR INNOVATOR ETFS TRUST $166.86万0.12%37,396 00.0% — 不变
JAAA JANUS DETROIT STR TR $165.97万0.12%32,950 -12,865-28.1% -$64.80万 减仓
VYM VANGUARD WHITEHALL FDS $161.02万0.12%10,873 98710.0% $14.62万 加仓
BGIG ETF SER SOLUTIONS $160.17万0.12%48,156 48,156— $160.17万 新建仓
VB VANGUARD INDEX FDS $157.50万0.11%6,013 -2,286-27.5% -$59.88万 减仓
PPA INVESCO EXCHANGE TRADED FD T $156.69万0.11%9,456 2,72440.5% $45.14万 加仓
COLD AMERICOLD REALTY TRUST INC $156.35万0.11%136,433 31,15529.6% $35.70万 加仓
MCD MCDONALDS CORP $156.30万0.11%5,029 -1,354-21.2% -$42.08万 减仓
AEM AGNICO EAGLE MINES LTD $152.82万0.11%7,529 7,529— $152.82万 新建仓
AGI ALAMOS GOLD INC $152.79万0.11%34,390 34,390— $152.79万 新建仓
GD GENERAL DYNAMICS CORP $148.93万0.11%4,339 3869.8% $13.25万 加仓
CGNG CAPITAL GROUP NEW GEOGRAPHY $148.23万0.11%46,953 18,45964.8% $58.28万 加仓
FMHI FIRST TR EXCH TRADED FD III $145.63万0.11%30,634 4,66918.0% $22.20万 加仓
ORCL ORACLE CORP $145.46万0.11%9,888 3223.4% $4.74万 加仓
APD AIR PRODUCTS AND CHEMICALS I $145.36万0.11%5,004 45910.1% $13.33万 加仓
SPGI S&P GLOBAL INC $144.04万0.10%3,386 -115-3.3% -$4.89万 减仓
ROBO EXCHANGE TRADED CONCEPTS TRU $142.56万0.10%20,833 -268-1.3% -$1.83万 减仓
AFL AFLAC INC $141.00万0.10%12,852 6295.1% $6.90万 加仓
SO SOUTHERN CO $140.61万0.10%14,568 8686.3% $8.38万 加仓
ELV ELEVANCE HEALTH INC FORMERLY $138.68万0.10%4,737 70517.5% $20.64万 加仓
AMGN AMGEN INC $137.50万0.10%3,908 -30-0.8% -$1.06万 减仓
MOAT VANECK ETF TRUST $135.49万0.10%14,012 -1,128-7.5% -$10.91万 减仓
APH AMPHENOL CORP $134.83万0.10%10,671 6796.8% $8.58万 加仓
FNDA SCHWAB STRATEGIC TR $134.11万0.10%41,355 -20,739-33.4% -$67.26万 减仓
TXN TEXAS INSTRS INC $132.72万0.10%6,836 4176.5% $8.10万 加仓
XLK SELECT SECTOR SPDR TR $132.64万0.10%9,981 -947-8.7% -$12.59万 减仓
IWD ISHARES TR $131.31万0.10%6,146 -119-1.9% -$2.54万 减仓
FCG FIRST TR EXCHANGE-TRADED FD $130.36万0.10%41,135 1,1232.8% $3.56万 加仓
QMAR FIRST TR EXCHNG TRADED FD VI $130.34万0.10%38,770 00.0% — 不变
VOE VANGUARD INDEX FDS $129.34万0.09%7,019 -399-5.4% -$7.35万 减仓
IDCC INTERDIGITAL INC $126.13万0.09%4,177 -3-0.1% -$906 减仓
ONON ON HLDG AG $125.96万0.09%37,025 -1,300-3.4% -$4.42万 减仓
UNP UNION PAC CORP $124.98万0.09%5,151 2885.9% $6.99万 加仓
SIL GLOBAL X FDS $123.95万0.09%13,760 -4,740-25.6% -$42.70万 减仓
VCR VANGUARD WORLD FD $123.02万0.09%3,426 -12-0.3% -$4,309 减仓
IOO ISHARES TR $122.47万0.09%10,124 00.0% — 不变
MDT MEDTRONIC PLC $122.19万0.09%14,102 6955.2% $6.02万 加仓