Main Street Financial Solutions, LLC
NEWTOWN PA · SEC CIK 0001763350
$15.59亿2026Q2 申报市值
624持仓数
27.4%前十大占比 · 第一大 4.2%
88 / 53新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
VGIT 新建仓+$589.34万
DFAI 加仓+$568.28万
BLDR 加仓+$491.93万
AVUV 新建仓+$455.47万
ZTS 新建仓+$381.89万
2026Q2 卖出最多 按季末市值估算
BSV 减仓-$609.21万
VTI 减仓-$527.79万
VAL 清仓-$272.25万
TDW 清仓-$239.51万
GOOG 减仓-$201.97万
2026Q2 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 | $6,499.74万 | 4.17% | 175,649 | -14,263 | -7.5% | -$527.79万 | 减仓 |
| NMM | NAVIOS MARITIME PARTNERS LP | $6,220.72万 | 3.99% | 887,786 | -1,974 | -0.2% | -$13.83万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $5,995.08万 | 3.84% | 1,771,594 | 36,113 | 2.1% | $122.21万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $5,759.92万 | 3.69% | 1,816,438 | 90,765 | 5.3% | $287.82万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $3,922.04万 | 2.52% | 1,332,666 | 26,150 | 2.0% | $76.96万 | 加仓 |
| AGG | ISHARES TR | $3,441.72万 | 2.21% | 347,719 | 23,293 | 7.2% | $230.55万 | 加仓 |
| AAPL | APPLE INC | $3,150.75万 | 2.02% | 108,886 | -758 | -0.7% | -$21.93万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $2,834.68万 | 1.82% | 1,023,348 | 27,048 | 2.7% | $74.92万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $2,538.48万 | 1.63% | 558,029 | 30,896 | 5.9% | $140.55万 | 加仓 |
| QQQ | INVESCO QQQ TR | $2,360.77万 | 1.51% | 32,058 | 1,388 | 4.5% | $102.21万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $2,167.83万 | 1.39% | 600,008 | 14,818 | 2.5% | $53.54万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $2,109.26万 | 1.35% | 30,711 | 1,387 | 4.7% | $95.26万 | 加仓 |
| TOTL | SSGA ACTIVE ETF TR | $2,100.82万 | 1.35% | 532,256 | 19,618 | 3.8% | $77.43万 | 加仓 |
| DLN | WISDOMTREE TR | $1,857.66万 | 1.19% | 192,864 | 2,698 | 1.4% | $25.99万 | 加仓 |
| IUSG | ISHARES TR | $1,708.58万 | 1.10% | 90,838 | 107 | 0.1% | $2.01万 | 加仓 |
| DGRW | WISDOMTREE TR | $1,690.59万 | 1.08% | 176,803 | 3,789 | 2.2% | $36.23万 | 加仓 |
| SCHK | SCHWAB STRATEGIC TR | $1,681.37万 | 1.08% | 466,270 | 16,848 | 3.7% | $60.75万 | 加仓 |
| IAGG | ISHARES TR | $1,566.53万 | 1.00% | 309,591 | 22,665 | 7.9% | $114.68万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,506.20万 | 0.97% | 75,276 | -3,973 | -5.0% | -$79.50万 | 减仓 |
| IUSV | ISHARES TR | $1,477.28万 | 0.95% | 134,115 | 7,879 | 6.2% | $86.79万 | 加仓 |
| TEN | TSAKOS ENERGY NAVIGATION LTD | $1,405.02万 | 0.90% | 397,235 | 605 | 0.2% | $2.14万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $1,393.84万 | 0.89% | 337,901 | 137,766 | 68.8% | $568.28万 | 加仓 |
| IVV | ISHARES TR | $1,267.66万 | 0.81% | 16,927 | 474 | 2.9% | $35.50万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $1,231.71万 | 0.79% | 339,687 | 16,861 | 5.2% | $61.14万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,231.34万 | 0.79% | 172,820 | 1,692 | 1.0% | $12.06万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,228.92万 | 0.79% | 32,945 | 3,117 | 10.4% | $116.27万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,218.07万 | 0.78% | 51,478 | -528 | -1.0% | -$12.49万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,189.98万 | 0.76% | 15,935 | 1,121 | 7.6% | $83.71万 | 加仓 |
| TSLA | TESLA INC | $1,152.84万 | 0.74% | 27,409 | 70 | 0.3% | $2.94万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $1,140.08万 | 0.73% | 309,216 | 15,907 | 5.4% | $58.65万 | 加仓 |
| SHY | ISHARES TR | $1,136.48万 | 0.73% | 138,410 | 33,960 | 32.5% | $278.85万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $1,115.72万 | 0.72% | 263,577 | -9,483 | -3.5% | -$40.14万 | 减仓 |
| AMZN | AMAZON COM INC | $1,034.10万 | 0.66% | 43,388 | -340 | -0.8% | -$8.10万 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $1,025.36万 | 0.66% | 213,083 | 2,645 | 1.3% | $12.73万 | 加仓 |
| — | EXXON MOBIL CORP | $982.74万 | 0.63% | 71,880 | 4,760 | 7.1% | $65.08万 | 加仓 |
| JSCP | J P MORGAN EXCHANGE TRADED F | $894.60万 | 0.57% | 189,754 | 4,287 | 2.3% | $20.21万 | 加仓 |
| CPNG | COUPANG INC | $886.30万 | 0.57% | 510,245 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $881.67万 | 0.57% | 17,620 | -51 | -0.3% | -$2.55万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $862.79万 | 0.55% | 16,516 | 885 | 5.7% | $46.23万 | 加仓 |
| GLDM | WORLD GOLD TR | $827.64万 | 0.53% | 104,211 | 4,217 | 4.2% | $33.49万 | 加仓 |
| WAY | WAYSTAR HLDG CORP | $795.85万 | 0.51% | 387,650 | -100 | -0.0% | -$2,053 | 减仓 |
| VGT | VANGUARD WORLD FD | $794.88万 | 0.51% | 66,507 | 5,003 | 8.1% | $59.80万 | 加仓 |
| SHV | ISHARES TR | $776.01万 | 0.50% | 70,323 | -12,291 | -14.9% | -$135.63万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $774.50万 | 0.50% | 129,754 | 2,375 | 1.9% | $14.18万 | 加仓 |
| GOOGL | ALPHABET INC | $759.94万 | 0.49% | 21,265 | 408 | 2.0% | $14.58万 | 加仓 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $731.17万 | 0.47% | 300,275 | 16,269 | 5.7% | $39.61万 | 加仓 |
| AVGO | BROADCOM INC | $728.62万 | 0.47% | 19,288 | 2,834 | 17.2% | $107.06万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $702.39万 | 0.45% | 303,669 | 57,160 | 23.2% | $132.21万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $686.13万 | 0.44% | 197,107 | 4,436 | 2.3% | $15.44万 | 加仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $677.23万 | 0.43% | 75,685 | 54,977 | 265.5% | $491.93万 | 加仓 |
| DON | WISDOMTREE TR | $663.30万 | 0.43% | 117,357 | 3,780 | 3.3% | $21.36万 | 加仓 |
| GOOG | ALPHABET INC | $660.12万 | 0.42% | 18,682 | -5,716 | -23.4% | -$201.97万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $649.94万 | 0.42% | 208,983 | 29,120 | 16.2% | $90.56万 | 加仓 |
| NBSD | NEUBERGER BERMAN ETF TRUST | $649.61万 | 0.42% | 128,621 | 38,937 | 43.4% | $196.66万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $629.49万 | 0.40% | 217,367 | 2,107 | 1.0% | $6.10万 | 加仓 |
| MINT | PIMCO ETF TR | $623.17万 | 0.40% | 61,816 | 18,746 | 43.5% | $188.98万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $614.27万 | 0.39% | 24,186 | 2,862 | 13.4% | $72.69万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $589.34万 | 0.38% | 99,922 | 99,922 | — | $589.34万 | 新建仓 |
| RAAX | VANECK ETF TRUST | $578.36万 | 0.37% | 145,792 | 15,939 | 12.3% | $63.23万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $562.42万 | 0.36% | 65,787 | -6,082 | -8.5% | -$52.00万 | 减仓 |
| DGT | SPDR SERIES TRUST | $561.60万 | 0.36% | 30,391 | -409 | -1.3% | -$7.56万 | 减仓 |
| RPRX | ROYALTY PHARMA PLC | $553.41万 | 0.35% | 98,699 | 1,693 | 1.7% | $9.49万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $548.24万 | 0.35% | 127,084 | 12,794 | 11.2% | $55.19万 | 加仓 |
| JOET | VIRTUS ETF TR II | $509.68万 | 0.33% | 110,118 | -7,261 | -6.2% | -$33.61万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $496.12万 | 0.32% | 98,105 | 2,780 | 2.9% | $14.06万 | 加仓 |
| BLV | VANGUARD BD INDEX FDS | $488.78万 | 0.31% | 70,909 | 8,905 | 14.4% | $61.38万 | 加仓 |
| ITA | ISHARES TR | $485.31万 | 0.31% | 20,019 | 90 | 0.5% | $2.18万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $484.78万 | 0.31% | 22,245 | -1,572 | -6.6% | -$34.26万 | 减仓 |
| ASTS | AST SPACEMOBILE INC | $481.18万 | 0.31% | 54,150 | 13,414 | 32.9% | $119.20万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $477.92万 | 0.31% | 14,600 | 1,666 | 12.9% | $54.54万 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $477.85万 | 0.31% | 138,026 | 35,930 | 35.2% | $124.39万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $461.40万 | 0.30% | 56,920 | -336 | -0.6% | -$2.72万 | 减仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $459.55万 | 0.29% | 40,003 | -501 | -1.2% | -$5.76万 | 减仓 |
| AMAT | APPLIED MATLS INC | $457.57万 | 0.29% | 6,329 | -263 | -4.0% | -$19.01万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $455.47万 | 0.29% | 36,508 | 36,508 | — | $455.47万 | 新建仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $449.01万 | 0.29% | 119,705 | -1,853 | -1.5% | -$6.95万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $446.63万 | 0.29% | 57,326 | -78,194 | -57.7% | -$609.21万 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $443.49万 | 0.28% | 33,283 | 856 | 2.6% | $11.41万 | 加仓 |
| FFEB | FIRST TR EXCHNG TRADED FD VI | $426.81万 | 0.27% | 69,991 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $426.48万 | 0.27% | 84,317 | 14,426 | 20.6% | $72.97万 | 加仓 |
| BAC | BANK OF AMER CORP | $425.49万 | 0.27% | 74,674 | 1,064 | 1.4% | $6.06万 | 加仓 |
| — | SSGA ACTIVE TR | $418.52万 | 0.27% | 98,006 | -792 | -0.8% | -$3.38万 | 减仓 |
| KO | COCA COLA CO | $416.28万 | 0.27% | 51,223 | 1,847 | 3.7% | $15.01万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $401.09万 | 0.26% | 48,284 | -4,325 | -8.2% | -$35.93万 | 减仓 |
| HD | HOME DEPOT INC | $395.35万 | 0.25% | 11,210 | 1,491 | 15.3% | $52.58万 | 加仓 |
| LLY | ELI LILLY & CO | $394.60万 | 0.25% | 3,290 | 771 | 30.6% | $92.47万 | 加仓 |
| GLW | CORNING INC | $391.10万 | 0.25% | 15,311 | 1,878 | 14.0% | $47.97万 | 加仓 |
| ZTS | ZOETIS INC | $381.89万 | 0.24% | 53,144 | 53,144 | — | $381.89万 | 新建仓 |
| META | META PLATFORMS INC | $378.32万 | 0.24% | 6,717 | -195 | -2.8% | -$10.98万 | 减仓 |
| FOUR | SHIFT4 PMTS INC | $367.93万 | 0.24% | 75,643 | 36,943 | 95.5% | $179.69万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $362.89万 | 0.23% | 31,104 | -52 | -0.2% | -$6,067 | 减仓 |
| PG | PROCTER & GAMBLE CO | $357.49万 | 0.23% | 24,380 | 2,583 | 11.9% | $37.88万 | 加仓 |
| FMAY | FIRST TR EXCHNG TRADED FD VI | $350.72万 | 0.22% | 62,406 | -70 | -0.1% | -$3,934 | 减仓 |
| GDX | VANECK ETF TRUST | $348.23万 | 0.22% | 46,153 | -4,066 | -8.1% | -$30.68万 | 减仓 |
| MRK | MERCK & CO INC | $345.17万 | 0.22% | 26,862 | 272 | 1.0% | $3.50万 | 加仓 |
| GLD | SPDR GOLD TR | $344.44万 | 0.22% | 9,350 | 949 | 11.3% | $34.96万 | 加仓 |
| WMT | WALMART INC | $343.60万 | 0.22% | 30,337 | -597 | -1.9% | -$6.76万 | 减仓 |
| PAAA | PGIM ETF TR | $340.48万 | 0.22% | 66,410 | 3,773 | 6.0% | $19.34万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $336.50万 | 0.22% | 11,967 | 50 | 0.4% | $1.41万 | 加仓 |
| — | GLOBAL X FDS | $333.60万 | 0.21% | 66,995 | -7,460 | -10.0% | -$37.15万 | 减仓 |