McLean Asset Management Corp
TYSONS VA · SEC CIK 0001833140
$5.72亿2026Q1 申报市值
165持仓数
58.9%前十大占比 · 第一大 14.4%
4 / 7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
AVUS 加仓+$714.70万
AVDE 加仓+$398.60万
BNDX 加仓+$381.34万
DFGR 加仓+$318.23万
AVLV 加仓+$273.77万
2026Q1 卖出最多 按季末市值估算
DFUV 减仓-$63.87万
AZN 清仓-$62.56万
DFUS 减仓-$61.19万
DIMENSIONAL ETF 减仓-$39.93万
INTU 清仓-$29.19万
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 |
|---|---|---|---|---|---|---|---|---|
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.13% | 1 | 0 | 0.0% | — | 不变 |
| SCHC | SCHWAB STRATEGIC TR | $73.30万 | 0.13% | 15,682 | -1,233 | -7.3% | -$5.76万 | 减仓 |
| ORCL | ORACLE CORP | $73.88万 | 0.13% | 5,022 | -171 | -3.3% | -$2.52万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $74.31万 | 0.13% | 2,457 | -25 | -1.0% | -$7,561 | 减仓 |
| SO | SOUTHERN CO | $75.08万 | 0.13% | 7,779 | 25 | 0.3% | $2,413 | 加仓 |
| VB | VANGUARD INDEX FDS | $76.18万 | 0.13% | 2,908 | 3 | 0.1% | $786 | 加仓 |
| ASML | ASML HLDG NV | $76.69万 | 0.13% | 581 | 40 | 7.4% | $5.28万 | 加仓 |
| QQQ | INVESCO QQQ TR | $77.95万 | 0.14% | 1,350 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $80.65万 | 0.14% | 3,299 | 163 | 5.2% | $3.98万 | 加仓 |
| SCZ | ISHARES TR | $81.78万 | 0.14% | 10,429 | -2,411 | -18.8% | -$18.91万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $83.50万 | 0.15% | 15,449 | 19 | 0.1% | $1,027 | 加仓 |
| MA | MASTERCARD INCORPORATED | $87.28万 | 0.15% | 1,747 | -65 | -3.6% | -$3.25万 | 减仓 |
| HD | HOME DEPOT INC | $87.91万 | 0.15% | 2,673 | 35 | 1.3% | $1.15万 | 加仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $89.17万 | 0.16% | 7,765 | -25 | -0.3% | -$2,871 | 减仓 |
| VUG | VANGUARD INDEX FDS | $90.77万 | 0.16% | 2,078 | 37 | 1.8% | $1.62万 | 加仓 |
| VTWV | VANGUARD SCOTTSDALE FDS | $91.42万 | 0.16% | 5,467 | -37 | -0.7% | -$6,187 | 减仓 |
| EUSA | ISHARES INC | $92.56万 | 0.16% | 9,095 | 0 | 0.0% | — | 不变 |
| SPHD | INVESCO EXCH TRADED FD TR II | $93.37万 | 0.16% | 18,821 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $93.46万 | 0.16% | 938 | 19 | 2.1% | $1.89万 | 加仓 |
| — | EXXON MOBIL CORP | $95.44万 | 0.17% | 5,625 | 73 | 1.3% | $1.24万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $96.29万 | 0.17% | 15,027 | 5,635 | 60.0% | $36.11万 | 加仓 |
| V | VISA INC | $109.49万 | 0.19% | 3,622 | -85 | -2.3% | -$2.57万 | 减仓 |
| WMT | WALMART INC | $110.00万 | 0.19% | 8,851 | 43 | 0.5% | $5,344 | 加仓 |
| META | META PLATFORMS INC | $112.69万 | 0.20% | 1,970 | -34 | -1.7% | -$1.94万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $114.00万 | 0.20% | 5,335 | 236 | 4.6% | $5.04万 | 加仓 |
| AVGO | BROADCOM INC | $115.59万 | 0.20% | 3,735 | 82 | 2.2% | $2.54万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $117.14万 | 0.20% | 8,035 | 14 | 0.2% | $2,041 | 加仓 |
| IVV | ISHARES TR | $117.79万 | 0.21% | 1,803 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $118.47万 | 0.21% | 805 | 3 | 0.4% | $4,415 | 加仓 |
| BAC | BANK AMERICA CORP | $119.41万 | 0.21% | 24,494 | -818 | -3.2% | -$3.99万 | 减仓 |
| DGRO | ISHARES TR | $120.44万 | 0.21% | 17,162 | 361 | 2.1% | $2.53万 | 加仓 |
| LLY | ELI LILLY & CO | $132.54万 | 0.23% | 1,441 | 8 | 0.6% | $7,358 | 加仓 |
| ESGV | VANGUARD WORLD FD | $141.34万 | 0.25% | 12,589 | 1,389 | 12.4% | $15.59万 | 加仓 |
| FSLR | FIRST SOLAR INC | $146.43万 | 0.26% | 7,423 | -808 | -9.8% | -$15.94万 | 减仓 |
| CART | MAPLEBEAR INC | $155.29万 | 0.27% | 41,454 | -1,292 | -3.0% | -$4.84万 | 减仓 |
| DLS | WISDOMTREE TR | $156.32万 | 0.27% | 19,181 | -600 | -3.0% | -$4.89万 | 减仓 |
| GOOG | ALPHABET INC | $174.78万 | 0.31% | 6,093 | 39 | 0.6% | $1.12万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $177.89万 | 0.31% | 24,157 | 11,482 | 90.6% | $84.55万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $199.96万 | 0.35% | 4,173 | -2 | -0.0% | -$958 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $200.34万 | 0.35% | 6,811 | -845 | -11.0% | -$24.85万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $224.94万 | 0.39% | 10,386 | 10,386 | — | $224.94万 | 新建仓 |
| AMZN | AMAZON COM INC | $242.55万 | 0.42% | 11,646 | -23 | -0.2% | -$4,790 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $246.64万 | 0.43% | 92,688 | 3,288 | 3.7% | $8.75万 | 加仓 |
| GOOGL | ALPHABET INC | $255.17万 | 0.45% | 8,873 | -192 | -2.1% | -$5.52万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $268.15万 | 0.47% | 26,769 | -2,480 | -8.5% | -$24.84万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $299.67万 | 0.52% | 30,009 | -724 | -2.4% | -$7.23万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $299.72万 | 0.52% | 123,493 | 636 | 0.5% | $1.54万 | 加仓 |
| EFA | ISHARES TR | $326.26万 | 0.57% | 33,590 | -1,780 | -5.0% | -$17.29万 | 减仓 |
| AGG | ISHARES TR | $363.01万 | 0.64% | 36,568 | 17,990 | 96.8% | $178.59万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $388.60万 | 0.68% | 98,529 | 15,673 | 18.9% | $61.81万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $405.49万 | 0.71% | 36,706 | -1,675 | -4.4% | -$18.50万 | 减仓 |
| AVIV | AMERICAN CENTY ETF TR | $460.45万 | 0.81% | 61,532 | 13,798 | 28.9% | $103.25万 | 加仓 |
| MSFT | MICROSOFT CORP | $482.62万 | 0.84% | 13,038 | -592 | -4.3% | -$21.91万 | 减仓 |
| IWN | ISHARES TR | $563.06万 | 0.99% | 29,699 | -51 | -0.2% | -$9,669 | 减仓 |
| VTV | VANGUARD INDEX FDS | $575.94万 | 1.01% | 29,355 | 33 | 0.1% | $6,475 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $710.59万 | 1.24% | 267,340 | 119,724 | 81.1% | $318.23万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $813.71万 | 1.42% | 25,364 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $829.33万 | 1.45% | 236,681 | 35,143 | 17.4% | $123.14万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $870.58万 | 1.52% | 49,919 | -272 | -0.5% | -$4.74万 | 减仓 |
| EFV | ISHARES TR | $1,039.58万 | 1.82% | 139,822 | -2,155 | -1.5% | -$16.02万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $1,148.96万 | 2.01% | 142,533 | 33,962 | 31.3% | $273.77万 | 加仓 |
| IWM | ISHARES TR | $1,156.49万 | 2.02% | 46,633 | -265 | -0.6% | -$6.57万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,190.64万 | 2.08% | 306,393 | -5,222 | -1.7% | -$20.29万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,237.22万 | 2.16% | 19,024 | -5 | -0.0% | -$3,252 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $1,297.97万 | 2.27% | 270,129 | 79,364 | 41.6% | $381.34万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,442.44万 | 2.52% | 230,975 | -3,096 | -1.3% | -$19.33万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $1,648.79万 | 2.88% | 281,653 | 32,963 | 13.3% | $192.97万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,831.95万 | 3.21% | 257,550 | -5,613 | -2.1% | -$39.93万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $1,891.07万 | 3.31% | 358,292 | -2,430 | -0.7% | -$12.83万 | 减仓 |
| AAPL | APPLE INC | $2,485.48万 | 4.35% | 97,935 | 219 | 0.2% | $5.56万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $2,978.02万 | 5.21% | 614,532 | -13,179 | -2.1% | -$63.87万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $3,962.61万 | 6.93% | 491,761 | 26,541 | 5.7% | $213.87万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $4,556.47万 | 7.97% | 642,571 | -8,629 | -1.3% | -$61.19万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $4,617.12万 | 8.08% | 544,215 | 46,983 | 9.4% | $398.60万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $8,243.59万 | 14.42% | 741,463 | 64,283 | 9.5% | $714.70万 | 加仓 |