McNaughton Wealth Management, LLC
SAN DIEGO CA · SEC CIK 0001802691
$2.42亿2026Q1 申报市值
70持仓数
46.9%前十大占比 · 第一大 7.9%
1 / 3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
VOO 加仓+$695.49万
GOVT 加仓+$500.64万
EFG 重新持有+$288.63万
EFV 加仓+$249.59万
PPA 加仓+$128.58万
2026Q1 卖出最多 按季末市值估算
XLG 减仓-$845.18万
GLDM 减仓-$285.17万
DYNF 减仓-$226.53万
EMB 清仓-$180.49万
IEMG 减仓-$126.53万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| EMB | ISHARES TR | $0 | 0.00% | 0 | -18,746 | -100.0% | -$180.49万 | 清仓 |
| XLK | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -1,528 | -100.0% | -$22.00万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -1,048 | -100.0% | -$20.43万 | 清仓 |
| — | INVESCO EXCH TRADED FD TR II | $22.63万 | 0.09% | 4,794 | 0 | 0.0% | — | 不变 |
| VDC | VANGUARD WORLD FD | $22.64万 | 0.09% | 1,008 | 0 | 0.0% | — | 不变 |
| GBCI | GLACIER BANCORP INC NEW | $24.57万 | 0.10% | 5,500 | 0 | 0.0% | — | 不变 |
| SPTM | SPDR SERIES TRUST | $28.35万 | 0.12% | 3,586 | 151 | 4.4% | $1.19万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $29.33万 | 0.12% | 3,307 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $30.16万 | 0.12% | 3,137 | 220 | 7.5% | $2.12万 | 加仓 |
| IJH | ISHARES TR | $37.82万 | 0.16% | 5,600 | 0 | 0.0% | — | 不变 |
| ICVT | ISHARES TR | $44.56万 | 0.18% | 4,378 | -1,656 | -27.4% | -$16.86万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $45.20万 | 0.19% | 695 | -42 | -5.7% | -$2.73万 | 减仓 |
| IDLV | INVESCO EXCH TRADED FD TR II | $46.94万 | 0.19% | 13,624 | 0 | 0.0% | — | 不变 |
| VTES | VANGUARD WELLINGTON FD | $50.12万 | 0.21% | 4,956 | 2,111 | 74.2% | $21.35万 | 加仓 |
| ITOT | ISHARES TR | $54.14万 | 0.22% | 3,801 | 190 | 5.3% | $2.71万 | 加仓 |
| IWR | ISHARES TR | $63.20万 | 0.26% | 6,500 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $64.47万 | 0.27% | 5,006 | 0 | 0.0% | — | 不变 |
| XLG | INVESCO EXCHANGE TRADED FD T | $65.42万 | 0.27% | 11,992 | -154,936 | -92.8% | -$845.18万 | 减仓 |
| IJR | ISHARES TR | $70.86万 | 0.29% | 5,701 | -184 | -3.1% | -$2.29万 | 减仓 |
| SYSB | ISHARES TR | $71.53万 | 0.30% | 8,037 | 1,630 | 25.4% | $14.51万 | 加仓 |
| LLY | ELI LILLY & CO | $81.40万 | 0.34% | 885 | 885 | — | $81.40万 | 新建仓 |
| ICF | ISHARES TR | $130.01万 | 0.54% | 21,006 | -443 | -2.1% | -$2.74万 | 减仓 |
| CMF | ISHARES TR | $132.55万 | 0.55% | 23,311 | -3,383 | -12.7% | -$19.24万 | 减仓 |
| MTUM | ISHARES TR | $141.69万 | 0.59% | 5,904 | -287 | -4.6% | -$6.89万 | 减仓 |
| SUB | ISHARES TR | $141.76万 | 0.59% | 13,311 | -65 | -0.5% | -$6,923 | 减仓 |
| AVGO | BROADCOM INC | $145.53万 | 0.60% | 4,702 | 633 | 15.6% | $19.59万 | 加仓 |
| SDY | SPDR SERIES TRUST | $148.17万 | 0.61% | 10,153 | -532 | -5.0% | -$7.76万 | 减仓 |
| TSLA | TESLA INC | $153.35万 | 0.63% | 4,125 | 467 | 12.8% | $17.36万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $154.42万 | 0.64% | 32,918 | 1,363 | 4.3% | $6.39万 | 加仓 |
| VGT | VANGUARD WORLD FD | $157.62万 | 0.65% | 2,259 | -109 | -4.6% | -$7.61万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $160.93万 | 0.67% | 25,114 | 3,993 | 18.9% | $25.59万 | 加仓 |
| META | META PLATFORMS INC | $162.43万 | 0.67% | 2,839 | 189 | 7.1% | $10.81万 | 加仓 |
| PWZ | INVESCO EXCH TRADED FD TR II | $166.78万 | 0.69% | 69,870 | -5,990 | -7.9% | -$14.30万 | 减仓 |
| MSFT | MICROSOFT CORP | $177.00万 | 0.73% | 4,781 | 913 | 23.6% | $33.80万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $178.02万 | 0.74% | 3,715 | 301 | 8.8% | $14.42万 | 加仓 |
| AMZN | AMAZON COM INC | $190.42万 | 0.79% | 9,143 | 956 | 11.7% | $19.91万 | 加仓 |
| EFAV | ISHARES TR | $196.39万 | 0.81% | 21,494 | -302 | -1.4% | -$2.76万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $199.24万 | 0.82% | 43,645 | 2,658 | 6.5% | $12.13万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $200.50万 | 0.83% | 6,816 | 381 | 5.9% | $11.21万 | 加仓 |
| GLDM | WORLD GOLD TR | $208.44万 | 0.86% | 22,488 | -30,766 | -57.8% | -$285.17万 | 减仓 |
| GOOGL | ALPHABET INC | $212.72万 | 0.88% | 7,397 | 331 | 4.7% | $9.52万 | 加仓 |
| AGG | ISHARES TR | $222.06万 | 0.92% | 22,369 | -1,882 | -7.8% | -$18.68万 | 减仓 |
| SHM | SPDR SERIES TRUST | $228.77万 | 0.95% | 47,830 | -5,895 | -11.0% | -$28.20万 | 减仓 |
| LGLV | SPDR SERIES TRUST | $236.79万 | 0.98% | 13,295 | -202 | -1.5% | -$3.60万 | 减仓 |
| AAPL | APPLE INC | $257.52万 | 1.07% | 10,147 | 928 | 10.1% | $23.55万 | 加仓 |
| SMLV | SPDR SERIES TRUST | $257.98万 | 1.07% | 18,820 | -905 | -4.6% | -$12.41万 | 减仓 |
| MUB | ISHARES TR | $297.05万 | 1.23% | 27,984 | -1,290 | -4.4% | -$13.69万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $297.73万 | 1.23% | 59,678 | 80 | 0.1% | $3,991 | 加仓 |
| NVDA | NVIDIA CORPORATION | $327.45万 | 1.35% | 18,776 | 996 | 5.6% | $17.37万 | 加仓 |
| EFG | ISHARES TR | $348.76万 | 1.44% | 31,315 | 25,916 | 480.0% | $288.63万 | 重新持有 |
| TLH | ISHARES TR | $349.05万 | 1.44% | 34,655 | 2,601 | 8.1% | $26.20万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $353.02万 | 1.46% | 45,022 | 3,300 | 7.9% | $25.88万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $400.83万 | 1.66% | 83,420 | 4,671 | 5.9% | $22.44万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $410.82万 | 1.70% | 24,793 | 7,760 | 45.6% | $128.58万 | 加仓 |
| USMV | ISHARES TR | $433.67万 | 1.79% | 46,762 | -2,623 | -5.3% | -$24.33万 | 减仓 |
| IVV | ISHARES TR | $455.07万 | 1.88% | 6,967 | -51 | -0.7% | -$3.33万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $469.90万 | 1.94% | 47,993 | 1,336 | 2.9% | $13.08万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $477.86万 | 1.98% | 42,624 | 2,304 | 5.7% | $25.83万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $501.14万 | 2.07% | 33,838 | 267 | 0.8% | $3.95万 | 加仓 |
| GOVT | ISHARES TR | $561.51万 | 2.32% | 245,093 | 218,524 | 822.5% | $500.64万 | 加仓 |
| QUAL | ISHARES TR | $579.44万 | 2.40% | 30,209 | -1,861 | -5.8% | -$35.70万 | 减仓 |
| VB | VANGUARD INDEX FDS | $584.85万 | 2.42% | 22,329 | 1,107 | 5.2% | $28.99万 | 加仓 |
| MBB | ISHARES TR | $584.90万 | 2.42% | 61,601 | 1,582 | 2.6% | $15.02万 | 加仓 |
| ARTY | ISHARES TR | $610.32万 | 2.52% | 131,168 | 3,202 | 2.5% | $14.90万 | 加仓 |
| EFV | ISHARES TR | $636.70万 | 2.63% | 85,635 | 33,570 | 64.5% | $249.59万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $705.37万 | 2.92% | 135,830 | -7,161 | -5.0% | -$37.19万 | 减仓 |
| IEMG | ISHARES INC | $835.50万 | 3.46% | 119,784 | -18,140 | -13.2% | -$126.53万 | 减仓 |
| VO | VANGUARD INDEX FDS | $867.44万 | 3.59% | 30,205 | -635 | -2.1% | -$18.24万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $1,128.20万 | 4.67% | 193,915 | -38,936 | -16.7% | -$226.53万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1,357.05万 | 5.61% | 22,710 | 11,639 | 105.1% | $695.49万 | 加仓 |
| IVE | ISHARES TR | $1,611.55万 | 6.66% | 76,322 | -4,135 | -5.1% | -$87.31万 | 减仓 |
| IVW | ISHARES TR | $1,671.01万 | 6.91% | 147,733 | 4,365 | 3.0% | $49.37万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $1,909.36万 | 7.90% | 259,283 | 8,872 | 3.5% | $65.33万 | 加仓 |