13F 机构持仓

McLean Asset Management Corp

TYSONS VA · SEC CIK 0001833140

2026Q22026Q1 更早 9 个季度 🔒
$7.57亿2026Q2 申报市值
181持仓数
57.4%前十大占比 · 第一大 12.7%
14 / 1新建仓 / 清仓
申报市值走势$7.57亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AVUS 12.7%
AVDE 7.1%
DFUS 6.7%
VGSH 5.9%
AVEM 5.8%
AGG 4.8%
DFUV 4.4%
AAPL 4.0%
BNDX 3.5%
DFIV 2.7%

2026Q2 买入最多 按季末市值估算

AGG 加仓+$3,261.41万
VGSH 加仓+$2,824.09万
VCIT 新建仓+$1,925.09万
BNDX 加仓+$1,349.19万
VTIP 新建仓+$1,272.52万

2026Q2 卖出最多 按季末市值估算

DFUS 减仓-$174.97万
CART 减仓-$156.97万
DIMENSIONAL ETF 减仓-$130.27万
BND 减仓-$101.19万
DFUV 减仓-$80.44万

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
AVUS AMERICAN CENTY ETF TR $9,584.51万12.67%751,137 9,6741.3% $123.44万 加仓
AVDE AMERICAN CENTY ETF TR $5,343.66万7.06%585,863 41,6487.7% $379.87万 加仓
DFUS DIMENSIONAL ETF TRUST $5,067.77万6.70%621,126 -21,445-3.3% -$174.97万 减仓
VGSH VANGUARD SCOTTSDALE FDS $4,460.49万5.90%767,727 486,074172.6% $2,824.09万 加仓
AVEM AMERICAN CENTY ETF TR $4,380.01万5.79%489,332 -2,429-0.5% -$21.74万 减仓
AGG ISHARES TR $3,617.48万4.78%371,519 334,951916.0% $3,261.41万 加仓
DFUV DIMENSIONAL ETF TRUST $3,335.74万4.41%600,061 -14,471-2.4% -$80.44万 减仓
AAPL APPLE INC $2,989.77万3.95%96,785 -1,150-1.2% -$35.52万 减仓
BNDX VANGUARD CHARLOTTE FDS $2,639.60万3.49%552,563 282,434104.6% $1,349.19万 加仓
DFIV DIMENSIONAL ETF TRUST $2,022.61万2.67%353,172 -5,120-1.4% -$29.32万 减仓
— DIMENSIONAL ETF TRUST $1,956.66万2.59%241,473 -16,077-6.2% -$130.27万 减仓
VCIT VANGUARD SCOTTSDALE FDS $1,925.09万2.54%236,905 236,905— $1,925.09万 新建仓
— DIMENSIONAL ETF TRUST $1,602.01万2.12%226,497 -4,478-1.9% -$31.67万 减仓
AVLV AMERICAN CENTY ETF TR $1,440.73万1.90%156,329 13,7969.7% $127.14万 加仓
SPY STATE STR SPDR S&P 500 ETF T $1,403.70万1.86%18,790 -234-1.2% -$17.48万 减仓
— DIMENSIONAL ETF TRUST $1,344.08万1.78%302,109 -4,284-1.4% -$19.06万 减仓
IWM ISHARES TR $1,312.10万1.73%45,058 -1,575-3.4% -$45.86万 减仓
DFGR DIMENSIONAL ETF TRUST $1,283.07万1.70%430,559 163,21961.1% $486.39万 加仓
VTIP VANGUARD MALVERN FDS $1,272.52万1.68%256,247 256,247— $1,272.52万 新建仓
EFV ISHARES TR $1,094.76万1.45%135,356 -4,466-3.2% -$36.12万 减仓
NVDA NVIDIA CORPORATION $969.09万1.28%48,273 -1,646-3.3% -$33.04万 减仓
— DIMENSIONAL ETF TRUST $959.35万1.27%241,894 5,2132.2% $20.67万 加仓
VTI VANGUARD INDEX FDS $936.35万1.24%25,430 660.3% $2.43万 加仓
IWN ISHARES TR $642.25万0.85%29,030 -669-2.3% -$14.80万 减仓
VTV VANGUARD INDEX FDS $641.83万0.85%29,181 -174-0.6% -$3.83万 减仓
MSFT MICROSOFT CORP $609.94万0.81%13,125 870.7% $4.04万 加仓
AVIV AMERICAN CENTY ETF TR $528.80万0.70%65,519 3,9876.5% $32.18万 加仓
DISV DIMENSIONAL ETF TRUST $472.06万0.62%111,493 12,96413.2% $54.89万 加仓
AJG GALLAGHER ARTHUR J & CO $434.20万0.57%17,408 7,02267.6% $175.15万 加仓
AVUV AMERICAN CENTY ETF TR $413.73万0.55%33,024 -3,682-10.0% -$46.13万 减仓
EFA ISHARES TR $333.05万0.44%31,545 -2,045-6.1% -$21.59万 减仓
GOOGL ALPHABET INC $323.97万0.43%9,097 2242.5% $7.98万 加仓
AMZN AMAZON COM INC $307.47万0.41%11,322 -324-2.8% -$8.80万 减仓
SGOV ISHARES TR $303.56万0.40%30,142 30,142— $303.56万 新建仓
SCHO SCHWAB STRATEGIC TR $297.62万0.39%123,493 00.0% — 不变
VTWO VANGUARD SCOTTSDALE FDS $289.36万0.38%24,578 -2,191-8.2% -$25.79万 减仓
AVDV AMERICAN CENTY ETF TR $289.31万0.38%27,648 -2,361-7.9% -$24.71万 减仓
JPM JPMORGAN CHASE & CO $243.00万0.32%6,908 971.4% $3.41万 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $209.32万0.28%4,092 -81-1.9% -$4.14万 减仓
GOOG ALPHABET INC $208.42万0.28%5,844 -249-4.1% -$8.88万 减仓
SCHP SCHWAB STRATEGIC TR $201.84万0.27%77,362 -15,326-16.5% -$39.99万 减仓
ESGV VANGUARD WORLD FD $175.61万0.23%13,302 7135.7% $9.41万 加仓
LLY ELI LILLY & CO $163.18万0.22%1,420 -21-1.5% -$2.41万 减仓
DLS WISDOMTREE TR $159.88万0.21%18,554 -627-3.3% -$5.40万 减仓
LRCX LAM RESEARCH CORP $154.65万0.20%5,278 -57-1.1% -$1.67万 减仓
AVGO BROADCOM INC $153.43万0.20%3,941 2065.5% $8.02万 加仓
IVV ISHARES TR $150.68万0.20%2,008 20511.4% $15.38万 加仓
BAC BANK OF AMER CORP $150.18万0.20%24,242 -252-1.0% -$1.56万 减仓
KLAC KLA CORP $145.95万0.19%7,983 -67-0.8% -$1.22万 减仓
DGRO ISHARES TR $136.88万0.18%17,547 3852.2% $3.00万 加仓
V VISA INC $127.15万0.17%3,473 -149-4.1% -$5.46万 减仓
FSLR FIRST SOLAR INC $122.88万0.16%5,823 -1,600-21.6% -$33.76万 减仓
VEA VANGUARD TAX-MANAGED FDS $112.37万0.15%15,911 8845.9% $6.24万 加仓
VUG VANGUARD INDEX FDS $111.94万0.15%13,138 6705.4% $5.71万 加仓
VSS VANGUARD INTL EQUITY INDEX F $111.02万0.15%7,376 -659-8.2% -$9.92万 减仓
VTWV VANGUARD SCOTTSDALE FDS $106.59万0.14%5,464 -3-0.1% -$585 减仓
VIOO VANGUARD ADMIRAL FDS INC $104.37万0.14%7,739 -26-0.3% -$3,506 减仓
EUSA ISHARES INC $104.11万0.14%9,095 00.0% — 不变
MA MASTERCARD INCORPORATED $99.59万0.13%1,738 -9-0.5% -$5,157 减仓
META META PLATFORMS INC $98.46万0.13%1,769 -201-10.2% -$11.19万 减仓
WMT WALMART INC $96.33万0.13%8,663 -188-2.1% -$2.09万 减仓
SPHD INVESCO EXCH TRADED FD TR II $94.99万0.13%18,145 -676-3.6% -$3.54万 减仓
QQQ INVESCO QQQ TR $92.93万0.12%1,351 10.1% $688 加仓
ASML ASML HLDG NV $91.93万0.12%564 -17-2.9% -$2.77万 减仓
COST COSTCO WHOLESALE CORPORATION $87.15万0.12%916 -22-2.3% -$2.09万 减仓
VB VANGUARD INDEX FDS $85.29万0.11%2,890 -18-0.6% -$5,312 减仓
UNH UNITEDHEALTH GROUP INC $84.58万0.11%2,041 904.6% $3.73万 加仓
VWO VANGUARD INTL EQUITY INDEX F $84.21万0.11%14,334 -1,115-7.2% -$6.55万 减仓
GS GOLDMAN SACHS GROUP INC $84.11万0.11%826 -10-1.2% -$1.02万 减仓
HD HOME DEPOT INC $83.98万0.11%2,530 -143-5.3% -$4.75万 减仓
JNJ JOHNSON & JOHNSON $82.50万0.11%3,218 -81-2.5% -$2.08万 减仓
ABBV ABBVIE INC $78.69万0.10%3,136 -68-2.1% -$1.71万 减仓
— EXXON MOBIL CORP $76.92万0.10%4,948 -677-12.0% -$10.52万 减仓
BRK/A BERKSHIRE HATHAWAY INC DEL $76.66万0.10%1 00.0% — 不变
AMD ADVANCED MICRO DEVICES INC $75.33万0.10%1,582 -54-3.3% -$2.57万 减仓
CSCO CISCO SYS INC $73.39万0.10%6,328 -175-2.7% -$2.03万 减仓
BND VANGUARD BD INDEX FDS $73.29万0.10%10,147 -14,010-58.0% -$101.19万 减仓
SO SOUTHERN CO $73.07万0.10%7,729 -50-0.6% -$4,727 减仓
VNQ VANGUARD INDEX FDS $72.48万0.10%7,325 -380-4.9% -$3.76万 减仓
IJH ISHARES TR $68.68万0.09%9,125 3764.3% $2.83万 加仓
BSV VANGUARD BD INDEX FDS $67.88万0.09%8,750 8,750— $67.88万 新建仓
AXP AMERICAN EXPRESS CO $66.86万0.09%1,989 -468-19.0% -$15.73万 减仓
VIG VANGUARD SPECIALIZED FUNDS $66.41万0.09%2,777 -348-11.1% -$8.32万 减仓
AMP AMERIPRISE FINL INC $66.01万0.09%1,209 60.5% $3,276 加仓
CAT CATERPILLAR INC $65.71万0.09%806 -17-2.1% -$1.39万 减仓
ISHG ISHARES TR $64.83万0.09%8,636 -1-0.0% -$75 减仓
VOO VANGUARD INDEX FDS $64.37万0.09%937 10.1% $687 加仓
ORCL ORACLE CORP $63.88万0.08%4,918 -104-2.1% -$1.35万 减仓
MS MORGAN STANLEY $63.52万0.08%3,019 -43-1.4% -$9,048 减仓
IVW ISHARES TR $63.20万0.08%4,673 00.0% — 不变
CSX CSX CORP $61.67万0.08%12,239 -52-0.4% -$2,620 减仓
SCHC SCHWAB STRATEGIC TR $61.23万0.08%12,666 -3,016-19.2% -$14.58万 减仓
SCZ ISHARES TR $60.68万0.08%7,233 -3,196-30.6% -$26.81万 减仓
COF CAPITAL ONE FINL CORP $59.51万0.08%2,847 -386-11.9% -$8.07万 减仓
IWV ISHARES TR $59.32万0.08%1,396 -356-20.3% -$15.13万 减仓
TXN TEXAS INSTRS INC $55.92万0.07%2,028 -75-3.6% -$2.07万 减仓
EME EMCOR GROUP INC $55.74万0.07%699 -3-0.4% -$2,392 减仓
AZN ASTRAZENECA PLC $54.96万0.07%3,240 -178-5.2% -$3.02万 减仓
UNP UNION PAC CORP $54.96万0.07%1,881 -68-3.5% -$1.99万 减仓
JBL JABIL INC $54.91万0.07%1,743 -5-0.3% -$1,575 减仓