McNaughton Wealth Management, LLC
SAN DIEGO CA · SEC CIK 0001802691
$2.82亿2026Q2 申报市值
75持仓数
50.4%前十大占比 · 第一大 10.8%
8 / 3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
VOO 加仓+$1,489.63万
BND 加仓+$572.25万
GOVT 加仓+$144.75万
EFG 加仓+$94.66万
VTES 加仓+$86.28万
2026Q2 卖出最多 按季末市值估算
QUAL 清仓-$579.44万
IVE 减仓-$375.33万
IEMG 减仓-$256.89万
EFV 减仓-$254.41万
ARTY 减仓-$217.96万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| QUAL | ISHARES TR | $0 | 0.00% | 0 | -30,209 | -100.0% | -$579.44万 | 清仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -11,992 | -100.0% | -$65.42万 | 清仓 |
| VDC | VANGUARD WORLD FD | $0 | 0.00% | 0 | -1,008 | -100.0% | -$22.64万 | 清仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $20.11万 | 0.07% | 421 | 421 | — | $20.11万 | 新建仓 |
| GOOG | ALPHABET INC | $21.13万 | 0.08% | 598 | 598 | — | $21.13万 | 新建仓 |
| NFLX | NETFLIX INC. | $21.50万 | 0.08% | 3,011 | -126 | -4.0% | -$8,996 | 减仓 |
| QQQ | INVESCO QQQ TR | $21.50万 | 0.08% | 292 | 292 | — | $21.50万 | 新建仓 |
| MDYV | SPDR SERIES TRUST | $22.03万 | 0.08% | 2,323 | 2,323 | — | $22.03万 | 新建仓 |
| — | INVESCO EXCH TRADED FD TR II | $25.12万 | 0.09% | 4,794 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES TR | $25.81万 | 0.09% | 2,987 | 2,987 | — | $25.81万 | 新建仓 |
| GBCI | GLACIER BANCORP INC NEW | $28.37万 | 0.10% | 5,500 | 0 | 0.0% | — | 不变 |
| ICVT | ISHARES TR | $28.93万 | 0.10% | 2,376 | -2,002 | -45.7% | -$24.37万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $31.89万 | 0.11% | 3,307 | 0 | 0.0% | — | 不变 |
| SPTM | SPDR SERIES TRUST | $32.56万 | 0.12% | 3,586 | 0 | 0.0% | — | 不变 |
| — | ISHARES U S ETF TR | $33.18万 | 0.12% | 13,500 | 13,500 | — | $33.18万 | 新建仓 |
| IJH | ISHARES TR | $43.18万 | 0.15% | 5,600 | 0 | 0.0% | — | 不变 |
| IDLV | INVESCO EXCH TRADED FD TR II | $46.99万 | 0.17% | 13,624 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $51.23万 | 0.18% | 686 | -9 | -1.3% | -$6,721 | 减仓 |
| STIP | ISHARES TR | $59.57万 | 0.21% | 5,831 | 5,831 | — | $59.57万 | 新建仓 |
| ITOT | ISHARES TR | $60.16万 | 0.21% | 3,662 | -139 | -3.7% | -$2.28万 | 减仓 |
| IWR | ISHARES TR | $71.71万 | 0.25% | 6,500 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $76.64万 | 0.27% | 2,071 | 2,071 | — | $76.64万 | 新建仓 |
| IJR | ISHARES TR | $84.58万 | 0.30% | 5,703 | 2 | 0.0% | $297 | 加仓 |
| SYSB | ISHARES TR | $90.54万 | 0.32% | 10,206 | 2,169 | 27.0% | $19.24万 | 加仓 |
| QCOM | QUALCOMM INC | $100.95万 | 0.36% | 5,463 | 457 | 9.1% | $8.44万 | 加仓 |
| CMF | ISHARES TR | $123.49万 | 0.44% | 21,425 | -1,886 | -8.1% | -$10.87万 | 减仓 |
| LLY | ELI LILLY & CO | $129.78万 | 0.46% | 1,082 | 197 | 22.3% | $23.63万 | 加仓 |
| VTES | VANGUARD WELLINGTON FD | $136.48万 | 0.48% | 13,472 | 8,516 | 171.8% | $86.28万 | 加仓 |
| ICF | ISHARES TR | $141.52万 | 0.50% | 20,925 | -81 | -0.4% | -$5,478 | 减仓 |
| SUB | ISHARES TR | $144.81万 | 0.51% | 13,601 | 290 | 2.2% | $3.09万 | 加仓 |
| SDY | SPDR SERIES TRUST | $152.82万 | 0.54% | 10,042 | -111 | -1.1% | -$1.69万 | 减仓 |
| PWZ | INVESCO EXCH TRADED FD TR II | $155.16万 | 0.55% | 63,304 | -6,566 | -9.4% | -$16.09万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $171.84万 | 0.61% | 33,187 | 269 | 0.8% | $1.39万 | 加仓 |
| EFAV | ISHARES TR | $179.86万 | 0.64% | 20,506 | -988 | -4.6% | -$8.67万 | 减仓 |
| META | META PLATFORMS INC | $186.62万 | 0.66% | 3,313 | 474 | 16.7% | $26.70万 | 加仓 |
| AVGO | BROADCOM INC | $191.22万 | 0.68% | 5,062 | 360 | 7.7% | $13.60万 | 加仓 |
| TSLA | TESLA INC | $196.00万 | 0.70% | 4,660 | 535 | 13.0% | $22.50万 | 加仓 |
| MTUM | ISHARES TR | $202.41万 | 0.72% | 5,904 | 0 | 0.0% | — | 不变 |
| GLDM | WORLD GOLD TR | $203.62万 | 0.72% | 25,639 | 3,151 | 14.0% | $25.03万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $205.76万 | 0.73% | 4,112 | 397 | 10.7% | $19.87万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $207.92万 | 0.74% | 29,182 | 4,068 | 16.2% | $28.98万 | 加仓 |
| VGT | VANGUARD WORLD FD | $216.00万 | 0.77% | 18,072 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $218.24万 | 0.77% | 5,851 | 1,070 | 22.4% | $39.91万 | 加仓 |
| LGLV | SPDR SERIES TRUST | $219.69万 | 0.78% | 12,107 | -1,188 | -8.9% | -$21.56万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $220.09万 | 0.78% | 43,678 | 33 | 0.1% | $1,663 | 加仓 |
| SHM | SPDR SERIES TRUST | $221.44万 | 0.79% | 46,166 | -1,664 | -3.5% | -$7.98万 | 减仓 |
| AMZN | AMAZON COM INC | $229.21万 | 0.81% | 9,617 | 474 | 5.2% | $11.30万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $236.40万 | 0.84% | 7,222 | 406 | 6.0% | $13.29万 | 加仓 |
| AGG | ISHARES TR | $237.21万 | 0.84% | 23,965 | 1,596 | 7.1% | $15.80万 | 加仓 |
| GOOGL | ALPHABET INC | $269.76万 | 0.96% | 7,548 | 151 | 2.0% | $5.40万 | 加仓 |
| SMLV | SPDR SERIES TRUST | $290.42万 | 1.03% | 18,455 | -365 | -1.9% | -$5.74万 | 减仓 |
| AAPL | APPLE INC | $295.64万 | 1.05% | 10,217 | 70 | 0.7% | $2.03万 | 加仓 |
| MUB | ISHARES TR | $316.63万 | 1.12% | 29,421 | 1,437 | 5.1% | $15.46万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $343.11万 | 1.22% | 67,836 | 8,158 | 13.7% | $41.26万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $382.97万 | 1.36% | 49,156 | 4,134 | 9.2% | $32.21万 | 加仓 |
| USMV | ISHARES TR | $393.97万 | 1.40% | 40,843 | -5,919 | -12.7% | -$57.09万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $399.52万 | 1.42% | 19,967 | 1,191 | 6.3% | $23.83万 | 加仓 |
| TLH | ISHARES TR | $400.48万 | 1.42% | 39,909 | 5,254 | 15.2% | $52.72万 | 加仓 |
| EFV | ISHARES TR | $401.13万 | 1.42% | 52,401 | -33,234 | -38.8% | -$254.41万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $413.86万 | 1.47% | 85,456 | 2,036 | 2.4% | $9.86万 | 加仓 |
| EFG | ISHARES TR | $484.28万 | 1.72% | 38,923 | 7,608 | 24.3% | $94.66万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $511.20万 | 1.82% | 28,938 | 4,145 | 16.7% | $73.22万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $511.64万 | 1.82% | 31,673 | -10,951 | -25.7% | -$176.90万 | 减仓 |
| IVV | ISHARES TR | $521.00万 | 1.85% | 6,957 | -10 | -0.1% | -$7,489 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $543.32万 | 1.93% | 34,381 | 543 | 1.6% | $8.58万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $585.48万 | 2.08% | 49,204 | 1,211 | 2.5% | $14.41万 | 加仓 |
| MBB | ISHARES TR | $663.50万 | 2.36% | 70,197 | 8,596 | 14.0% | $81.25万 | 加仓 |
| GOVT | ISHARES TR | $703.07万 | 2.50% | 308,636 | 63,543 | 25.9% | $144.75万 | 加仓 |
| VB | VANGUARD INDEX FDS | $715.84万 | 2.54% | 23,616 | 1,287 | 5.8% | $39.01万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $727.98万 | 2.58% | 139,086 | 3,256 | 2.4% | $17.04万 | 加仓 |
| IEMG | ISHARES INC | $735.40万 | 2.61% | 88,774 | -31,010 | -25.9% | -$256.89万 | 减仓 |
| ARTY | ISHARES TR | $781.01万 | 2.77% | 102,549 | -28,619 | -21.8% | -$217.96万 | 减仓 |
| VO | VANGUARD INDEX FDS | $986.91万 | 3.50% | 122,492 | 1,672 | 1.4% | $13.47万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $1,341.54万 | 4.76% | 197,257 | 3,342 | 1.7% | $22.73万 | 加仓 |
| IVE | ISHARES TR | $1,357.64万 | 4.82% | 59,792 | -16,530 | -21.7% | -$375.33万 | 减仓 |
| IVW | ISHARES TR | $2,034.06万 | 7.22% | 147,899 | 166 | 0.1% | $2.28万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $2,475.65万 | 8.79% | 337,236 | 77,953 | 30.1% | $572.25万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $3,049.38万 | 10.83% | 44,399 | 21,689 | 95.5% | $1,489.63万 | 加仓 |