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 |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | $6,092.58万 | 4.44% | 189,912 | 2,367 | 1.3% | $75.94万 | 加仓 |
| NMM | NAVIOS MARITIME PARTNERS LP | $6,004.10万 | 4.38% | 889,760 | 19,454 | 2.2% | $131.28万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $5,294.37万 | 3.86% | 1,725,673 | 36,078 | 2.1% | $110.69万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $5,055.46万 | 3.68% | 1,735,481 | 74,045 | 4.5% | $215.69万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $3,349.91万 | 2.44% | 1,306,516 | 49,229 | 3.9% | $126.22万 | 加仓 |
| AGG | ISHARES TR | $3,220.58万 | 2.35% | 324,426 | 72,936 | 29.0% | $724.04万 | 加仓 |
| AAPL | APPLE INC | $2,782.66万 | 2.03% | 109,644 | 2,317 | 2.2% | $58.80万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $2,465.84万 | 1.80% | 996,300 | 20,817 | 2.1% | $51.52万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $2,404.78万 | 1.75% | 527,133 | 4,108 | 0.8% | $18.74万 | 加仓 |
| TOTL | SSGA ACTIVE ETF TR | $2,036.71万 | 1.48% | 512,638 | 18,950 | 3.8% | $75.29万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,770.25万 | 1.29% | 30,670 | 2,654 | 9.5% | $153.19万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,752.26万 | 1.28% | 29,324 | 1,927 | 7.0% | $115.15万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $1,701.73万 | 1.24% | 585,190 | 13,865 | 2.4% | $40.32万 | 加仓 |
| DLN | WISDOMTREE TR | $1,698.76万 | 1.24% | 190,166 | -2,240 | -1.2% | -$20.01万 | 减仓 |
| TEN | TSAKOS ENERGY NAVIGATION LTD | $1,565.10万 | 1.14% | 396,630 | -279 | -0.1% | -$1.10万 | 减仓 |
| DGRW | WISDOMTREE TR | $1,519.76万 | 1.11% | 173,014 | -24,746 | -12.5% | -$217.37万 | 减仓 |
| IAGG | ISHARES TR | $1,435.78万 | 1.05% | 286,926 | 15,405 | 5.7% | $77.09万 | 加仓 |
| SCHK | SCHWAB STRATEGIC TR | $1,408.04万 | 1.03% | 449,422 | 35,488 | 8.6% | $111.18万 | 加仓 |
| IUSG | ISHARES TR | $1,407.33万 | 1.03% | 90,731 | 7,965 | 9.6% | $123.55万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,382.11万 | 1.01% | 79,249 | 1,387 | 1.8% | $24.19万 | 加仓 |
| IUSV | ISHARES TR | $1,290.77万 | 0.94% | 126,236 | 8,563 | 7.3% | $87.56万 | 加仓 |
| — | EXXON MOBIL CORP | $1,138.76万 | 0.83% | 67,120 | 622 | 0.9% | $10.55万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,118.44万 | 0.82% | 52,006 | 587 | 1.1% | $12.62万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,104.14万 | 0.80% | 29,828 | -126 | -0.4% | -$4.66万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,096.59万 | 0.80% | 171,128 | 9,826 | 6.1% | $62.96万 | 加仓 |
| IVV | ISHARES TR | $1,074.75万 | 0.78% | 16,453 | 202 | 1.2% | $13.20万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $1,063.71万 | 0.78% | 322,826 | 18,110 | 5.9% | $59.67万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $1,062.61万 | 0.77% | 135,520 | 51,440 | 61.2% | $403.34万 | 加仓 |
| TSLA | TESLA INC | $1,016.34万 | 0.74% | 27,339 | -1,326 | -4.6% | -$49.29万 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $983.59万 | 0.72% | 210,438 | -872 | -0.4% | -$4.08万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $963.46万 | 0.70% | 14,814 | -1,495 | -9.2% | -$97.23万 | 减仓 |
| CPNG | COUPANG INC | $963.34万 | 0.70% | 510,245 | -345 | -0.1% | -$6,514 | 减仓 |
| WAY | WAYSTAR HLDG CORP | $934.87万 | 0.68% | 387,750 | 50,850 | 15.1% | $122.60万 | 加仓 |
| GLDM | WORLD GOLD TR | $926.84万 | 0.68% | 99,994 | -2,035 | -2.0% | -$18.86万 | 减仓 |
| SHV | ISHARES TR | $911.97万 | 0.66% | 82,614 | 1,041 | 1.3% | $11.49万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $911.20万 | 0.66% | 273,060 | -15,119 | -5.2% | -$50.45万 | 减仓 |
| AMZN | AMAZON COM INC | $910.72万 | 0.66% | 43,728 | -1,632 | -3.6% | -$33.99万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $908.08万 | 0.66% | 293,309 | 23,158 | 8.6% | $71.70万 | 加仓 |
| JSCP | J P MORGAN EXCHANGE TRADED F | $877.26万 | 0.64% | 185,467 | 41,089 | 28.5% | $194.35万 | 加仓 |
| SHY | ISHARES TR | $862.44万 | 0.63% | 104,450 | 104,450 | — | $862.44万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $846.78万 | 0.62% | 17,671 | 1,373 | 8.4% | $65.79万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $779.73万 | 0.57% | 200,135 | 24,648 | 14.0% | $96.03万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $724.03万 | 0.53% | 15,631 | 1,260 | 8.8% | $58.36万 | 加仓 |
| GOOG | ALPHABET INC | $699.86万 | 0.51% | 24,398 | -2,116 | -8.0% | -$60.70万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $688.48万 | 0.50% | 127,379 | 5,033 | 4.1% | $27.20万 | 加仓 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $684.60万 | 0.50% | 284,006 | 7,984 | 2.9% | $19.25万 | 加仓 |
| GOOGL | ALPHABET INC | $599.80万 | 0.44% | 20,857 | 1,481 | 7.6% | $42.59万 | 加仓 |
| DON | WISDOMTREE TR | $596.73万 | 0.43% | 113,577 | 32,413 | 39.9% | $170.30万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $587.65万 | 0.43% | 192,671 | 10,240 | 5.6% | $31.23万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $572.39万 | 0.42% | 246,509 | 31,337 | 14.6% | $72.76万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $554.19万 | 0.40% | 71,869 | 4,771 | 7.1% | $36.79万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $540.30万 | 0.39% | 215,260 | -2,219 | -1.0% | -$5.57万 | 减仓 |
| VGT | VANGUARD WORLD FD | $536.42万 | 0.39% | 7,688 | 285 | 3.8% | $19.89万 | 加仓 |
| RAAX | VANECK ETF TRUST | $528.63万 | 0.39% | 129,853 | 84,710 | 187.6% | $344.85万 | 加仓 |
| DGT | SPDR SERIES TRUST | $522.20万 | 0.38% | 30,800 | -9,055 | -22.7% | -$153.52万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $521.25万 | 0.38% | 21,324 | -613 | -2.8% | -$14.98万 | 减仓 |
| AVGO | BROADCOM INC | $509.25万 | 0.37% | 16,454 | 605 | 3.8% | $18.72万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $500.92万 | 0.37% | 179,863 | 30,474 | 20.4% | $84.87万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $482.44万 | 0.35% | 95,325 | -29,337 | -23.5% | -$148.47万 | 减仓 |
| JOET | VIRTUS ETF TR II | $469.87万 | 0.34% | 117,379 | 10,115 | 9.4% | $40.49万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $467.29万 | 0.34% | 23,817 | 1,172 | 5.2% | $22.99万 | 加仓 |
| RPRX | ROYALTY PHARMA PLC | $465.34万 | 0.34% | 97,006 | -2,179 | -2.2% | -$10.45万 | 减仓 |
| GDX | VANECK ETF TRUST | $460.86万 | 0.34% | 50,219 | -27,291 | -35.2% | -$250.45万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $455.75万 | 0.33% | 31,156 | -3,932 | -11.2% | -$57.52万 | 减仓 |
| NBSD | NEUBERGER BERMAN ETF TRUST | $454.79万 | 0.33% | 89,684 | 41,315 | 85.4% | $209.51万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $450.65万 | 0.33% | 114,290 | 3,501 | 3.2% | $13.80万 | 加仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $436.39万 | 0.32% | 121,558 | 47,773 | 64.7% | $171.51万 | 加仓 |
| ITA | ISHARES TR | $435.95万 | 0.32% | 19,929 | 638 | 3.3% | $13.96万 | 加仓 |
| MINT | PIMCO ETF TR | $433.15万 | 0.32% | 43,070 | -26,255 | -37.9% | -$264.05万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $431.28万 | 0.31% | 52,609 | -4,700 | -8.2% | -$38.53万 | 减仓 |
| BLV | VANGUARD BD INDEX FDS | $426.46万 | 0.31% | 62,004 | 8,206 | 15.3% | $56.44万 | 加仓 |
| — | SSGA ACTIVE TR | $420.49万 | 0.31% | 98,798 | -2,800 | -2.8% | -$11.92万 | 减仓 |
| META | META PLATFORMS INC | $395.46万 | 0.29% | 6,912 | -403 | -5.5% | -$23.06万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $390.94万 | 0.28% | 57,256 | 2,741 | 5.0% | $18.72万 | 加仓 |
| FFEB | FIRST TR EXCHNG TRADED FD VI | $390.90万 | 0.28% | 69,991 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $384.45万 | 0.28% | 30,934 | 1,810 | 6.2% | $22.49万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $380.46万 | 0.28% | 12,934 | 130 | 1.0% | $3.82万 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $379.36万 | 0.28% | 40,504 | 2,016 | 5.2% | $18.88万 | 加仓 |
| KO | COCA COLA CO | $375.50万 | 0.27% | 49,376 | -12 | -0.0% | -$913 | 减仓 |
| — | GLOBAL X FDS | $372.45万 | 0.27% | 74,455 | 74,455 | — | $372.45万 | 新建仓 |
| GLD | SPDR GOLD TR | $361.49万 | 0.26% | 8,401 | 186 | 2.3% | $8.00万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $359.22万 | 0.26% | 32,427 | 1,352 | 4.4% | $14.98万 | 加仓 |
| BAC | BANK AMERICA CORP | $358.85万 | 0.26% | 73,610 | -28 | -0.0% | -$1,365 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $348.68万 | 0.25% | 69,891 | 12,186 | 21.1% | $60.80万 | 加仓 |
| CVX | CHEVRON CORPORATION | $348.32万 | 0.25% | 16,835 | 146 | 0.9% | $3.02万 | 加仓 |
| ASTS | AST SPACEMOBILE INC | $337.58万 | 0.25% | 40,736 | 5,545 | 15.8% | $45.95万 | 加仓 |
| FMAY | FIRST TR EXCHNG TRADED FD VI | $329.87万 | 0.24% | 62,476 | -632 | -1.0% | -$3.34万 | 减仓 |
| PAAA | PGIM ETF TR | $320.58万 | 0.23% | 62,637 | 9,295 | 17.4% | $47.57万 | 加仓 |
| MRK | MERCK & CO INC | $319.85万 | 0.23% | 26,590 | 1,090 | 4.3% | $13.11万 | 加仓 |
| HD | HOME DEPOT INC | $319.66万 | 0.23% | 9,719 | 1,601 | 19.7% | $52.66万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $314.83万 | 0.23% | 21,797 | 1,004 | 4.8% | $14.50万 | 加仓 |
| AGGY | WISDOMTREE TR | $313.74万 | 0.23% | 72,207 | 72,207 | — | $313.74万 | 新建仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $301.08万 | 0.22% | 102,096 | -95,530 | -48.3% | -$281.72万 | 减仓 |
| MGK | VANGUARD WORLD FD | $299.29万 | 0.22% | 8,145 | -132 | -1.6% | -$4.85万 | 减仓 |
| CAPE | DOUBLELINE ETF TRUST | $290.88万 | 0.21% | 94,280 | -32,067 | -25.4% | -$98.94万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $288.85万 | 0.21% | 11,917 | -361 | -2.9% | -$8.75万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $285.35万 | 0.21% | 38,749 | 2,672 | 7.4% | $19.68万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $285.21万 | 0.21% | 57,259 | 6,969 | 13.9% | $34.71万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $284.40万 | 0.21% | 56,655 | 965 | 1.7% | $4.84万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $283.60万 | 0.21% | 6,493 | -229 | -3.4% | -$10.00万 | 减仓 |