McClarren Financial Advisors, Inc.
STATE COLLEGE PA · SEC CIK 0001842974
$1.69亿2026Q1 申报市值
79持仓数
61.1%前十大占比 · 第一大 11.1%
4 / 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
VUSB 加仓+$1,144.98万
VXUS 加仓+$566.26万
ISTB 加仓+$434.23万
ESGV 加仓+$290.07万
VIG 加仓+$288.63万
2026Q1 卖出最多 按季末市值估算
VOO 减仓-$2,161.74万
MGK 减仓-$615.05万
IVV 减仓-$583.59万
VGT 减仓-$341.40万
VTI 减仓-$261.37万
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 |
|---|---|---|---|---|---|---|---|---|
| INTU | INTUIT | $0 | 0.00% | 0 | -662 | -100.0% | -$29.83万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -1,496 | -100.0% | -$25.75万 | 清仓 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | -353 | -100.0% | -$24.18万 | 清仓 |
| IWN | ISHARES TR | $20.87万 | 0.12% | 1,101 | -82 | -6.9% | -$1.55万 | 重新持有 |
| — | EXXON MOBIL CORP | $21.30万 | 0.13% | 1,256 | 1,256 | — | $21.30万 | 新建仓 |
| DFIC | DIMENSIONAL ETF TRUST | $21.43万 | 0.13% | 6,032 | 5,825 | 2,814.0% | $20.70万 | 加仓 |
| UNP | UNION PAC CORP | $21.50万 | 0.13% | 886 | 0 | 0.0% | — | 不变 |
| VDC | VANGUARD WORLD FD | $21.89万 | 0.13% | 975 | -146 | -13.0% | -$3.28万 | 减仓 |
| AMGN | AMGEN INC | $21.90万 | 0.13% | 622 | 295 | 90.2% | $10.39万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $22.18万 | 0.13% | 508 | -819 | -61.7% | -$35.76万 | 减仓 |
| MRK | MERCK & CO INC | $22.22万 | 0.13% | 1,847 | 1,847 | — | $22.22万 | 新建仓 |
| ESML | ISHARES TR | $23.04万 | 0.14% | 4,900 | 1,298 | 36.0% | $6.10万 | 加仓 |
| IYJ | ISHARES TR | $24.29万 | 0.14% | 1,646 | 1,498 | 1,012.2% | $22.10万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $29.69万 | 0.18% | 1,215 | 20 | 1.7% | $4,887 | 加仓 |
| NUMG | NUSHARES ETF TR | $30.05万 | 0.18% | 7,315 | 5,463 | 295.0% | $22.44万 | 加仓 |
| SBUX | STARBUCKS CORP | $30.43万 | 0.18% | 3,397 | 3,397 | — | $30.43万 | 新建仓 |
| MGV | VANGUARD WORLD FD | $30.43万 | 0.18% | 2,100 | 1,112 | 112.6% | $16.12万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $31.01万 | 0.18% | 5,297 | 5,180 | 4,427.4% | $30.33万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $32.31万 | 0.19% | 1,098 | -937 | -46.0% | -$27.57万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $32.37万 | 0.19% | 3,650 | 2,040 | 126.7% | $18.09万 | 加仓 |
| MCK | MCKESSON CORP | $32.43万 | 0.19% | 375 | 1 | 0.3% | $865 | 加仓 |
| IWD | ISHARES TR | $33.13万 | 0.20% | 1,551 | 73 | 4.9% | $1.56万 | 加仓 |
| EFA | ISHARES TR | $33.69万 | 0.20% | 3,469 | 2,356 | 211.7% | $22.88万 | 加仓 |
| EFIV | SPDR SERIES TRUST | $34.63万 | 0.21% | 5,490 | 5,424 | 8,218.2% | $34.21万 | 加仓 |
| — | TOPBUILD COR | $34.74万 | 0.21% | 989 | 572 | 137.2% | $20.09万 | 加仓 |
| IWR | ISHARES TR | $37.82万 | 0.22% | 3,890 | -26 | -0.7% | -$2,528 | 减仓 |
| PEP | PEPSICO INC | $37.86万 | 0.22% | 2,438 | 1,884 | 340.1% | $29.26万 | 加仓 |
| GOOG | ALPHABET INC | $38.42万 | 0.23% | 1,339 | -508 | -27.5% | -$14.58万 | 减仓 |
| DIS | DISNEY WALT CO | $39.00万 | 0.23% | 4,046 | 3,155 | 354.1% | $30.41万 | 加仓 |
| NUSC | NUSHARES ETF TR | $41.12万 | 0.24% | 9,127 | 4,071 | 80.5% | $18.34万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $47.57万 | 0.28% | 10,948 | 8,787 | 406.6% | $38.18万 | 加仓 |
| LLY | ELI LILLY & CO | $47.83万 | 0.28% | 520 | -1,629 | -75.8% | -$149.84万 | 减仓 |
| HSY | HERSHEY CO | $47.93万 | 0.28% | 2,306 | 2,019 | 703.5% | $41.97万 | 加仓 |
| VDE | VANGUARD WORLD FD | $55.29万 | 0.33% | 3,195 | 2,067 | 183.2% | $35.77万 | 加仓 |
| VPU | VANGUARD WORLD FD | $57.99万 | 0.34% | 2,927 | 1,017 | 53.2% | $20.15万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $58.62万 | 0.35% | 12,131 | 6,895 | 131.7% | $33.32万 | 加仓 |
| WMT | WALMART INC | $59.19万 | 0.35% | 4,763 | 736 | 18.3% | $9.15万 | 加仓 |
| CATH | GLOBAL X FDS | $61.08万 | 0.36% | 7,816 | 2,225 | 39.8% | $17.39万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $63.57万 | 0.38% | 8,107 | 8,107 | — | $63.57万 | 新建仓 |
| AMZN | AMAZON COM INC | $66.46万 | 0.39% | 3,191 | -577 | -15.3% | -$12.02万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $69.56万 | 0.41% | 7,104 | 3,327 | 88.1% | $32.58万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $69.70万 | 0.41% | 4,825 | 3,118 | 182.7% | $45.04万 | 加仓 |
| GOOGL | ALPHABET INC | $71.63万 | 0.42% | 2,491 | -408 | -14.1% | -$11.73万 | 减仓 |
| ITOT | ISHARES TR | $80.36万 | 0.48% | 5,642 | 5,047 | 848.2% | $71.88万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $83.21万 | 0.49% | 2,753 | -786 | -22.2% | -$23.76万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $83.46万 | 0.49% | 18,283 | 15,321 | 517.3% | $69.94万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $84.59万 | 0.50% | 4,590 | 2,415 | 111.0% | $44.51万 | 加仓 |
| SUSA | ISHARES TR | $91.51万 | 0.54% | 6,927 | 4,021 | 138.4% | $53.12万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $93.30万 | 0.55% | 1,947 | -1,384 | -41.5% | -$66.32万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $96.83万 | 0.57% | 27,634 | 14,458 | 109.7% | $50.66万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $97.58万 | 0.58% | 12,993 | 11,326 | 679.4% | $85.06万 | 加仓 |
| ESGU | ISHARES TR | $99.29万 | 0.59% | 7,021 | 3,342 | 90.8% | $47.26万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $108.38万 | 0.64% | 4,989 | -796 | -13.8% | -$17.29万 | 减仓 |
| IWB | ISHARES TR | $109.01万 | 0.65% | 3,057 | -1,095 | -26.4% | -$39.05万 | 减仓 |
| VGT | VANGUARD WORLD FD | $109.80万 | 0.65% | 1,574 | -4,894 | -75.7% | -$341.40万 | 减仓 |
| IWM | ISHARES TR | $111.47万 | 0.66% | 4,495 | 845 | 23.2% | $20.96万 | 加仓 |
| VSGX | VANGUARD WORLD FD | $111.76万 | 0.66% | 15,581 | 14,217 | 1,042.3% | $101.98万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $115.31万 | 0.68% | 5,603 | 1,673 | 42.6% | $34.43万 | 加仓 |
| MSFT | MICROSOFT CORP | $120.41万 | 0.71% | 3,253 | -230 | -6.6% | -$8.51万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $134.24万 | 0.79% | 20,949 | 12,738 | 155.1% | $81.62万 | 加仓 |
| IVV | ISHARES TR | $134.99万 | 0.80% | 2,066 | -8,932 | -81.2% | -$583.59万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $140.00万 | 0.83% | 25,901 | 19,961 | 336.0% | $107.89万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $149.95万 | 0.89% | 18,966 | 14,338 | 309.8% | $113.36万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $171.45万 | 1.02% | 11,577 | 3,860 | 50.0% | $57.17万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $203.12万 | 1.20% | 10,353 | 3,618 | 53.7% | $70.98万 | 加仓 |
| QQQ | INVESCO QQQ TR | $253.09万 | 1.50% | 4,385 | -3,008 | -40.7% | -$173.61万 | 减仓 |
| VV | VANGUARD INDEX FDS | $269.06万 | 1.59% | 9,003 | 5,817 | 182.6% | $173.85万 | 加仓 |
| IWV | ISHARES TR | $376.40万 | 2.23% | 10,154 | 3,677 | 56.8% | $136.30万 | 加仓 |
| MGC | VANGUARD WORLD FD | $381.31万 | 2.26% | 16,133 | 5,767 | 55.6% | $136.30万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $385.67万 | 2.28% | 34,352 | 25,837 | 303.4% | $290.07万 | 加仓 |
| SGOV | ISHARES TR | $394.76万 | 2.34% | 39,217 | 27,568 | 236.7% | $277.50万 | 加仓 |
| DSI | ISHARES TR | $404.31万 | 2.39% | 33,362 | 20,526 | 159.9% | $248.75万 | 加仓 |
| ISTB | ISHARES TR | $464.41万 | 2.75% | 95,834 | 89,606 | 1,438.8% | $434.23万 | 加仓 |
| AAPL | APPLE INC | $526.34万 | 3.12% | 20,739 | 11,098 | 115.1% | $281.66万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $686.69万 | 4.07% | 31,930 | 13,421 | 72.5% | $288.63万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $743.05万 | 4.40% | 96,363 | 73,436 | 320.3% | $566.26万 | 加仓 |
| MGK | VANGUARD WORLD FD | $775.73万 | 4.59% | 21,112 | -16,739 | -44.2% | -$615.05万 | 减仓 |
| VO | VANGUARD INDEX FDS | $969.77万 | 5.74% | 33,769 | -5,775 | -14.6% | -$165.84万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1,279.20万 | 7.57% | 21,407 | -36,176 | -62.8% | -$2,161.74万 | 减仓 |
| VB | VANGUARD INDEX FDS | $1,459.92万 | 8.64% | 55,739 | 91 | 0.2% | $2.38万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $1,542.31万 | 9.13% | 309,795 | 229,986 | 288.2% | $1,144.98万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,869.66万 | 11.07% | 58,279 | -8,147 | -12.3% | -$261.37万 | 减仓 |