McClarren Financial Advisors, Inc.
STATE COLLEGE PA · SEC CIK 0001842974
$1.93亿2026Q2 申报市值
85持仓数
61.0%前十大占比 · 第一大 10.8%
9 / 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+$120.12万
VUSB 加仓+$103.65万
VXUS 加仓+$68.98万
DFSI 新建仓+$39.21万
DIMENSIONAL ETF 新建仓+$36.86万
2026Q2 卖出最多 按季末市值估算
VTI 减仓-$63.98万
ESGV 减仓-$40.49万
TOPBUILD COR 清仓-$34.74万
VUG 清仓-$22.18万
EXXON MOBIL CORP 清仓-$21.30万
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 |
|---|---|---|---|---|---|---|---|---|
| — | TOPBUILD COR | $0 | 0.00% | 0 | -989 | -100.0% | -$34.74万 | 清仓 |
| VUG | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -3,048 | -100.0% | -$22.18万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -1,256 | -100.0% | -$21.30万 | 清仓 |
| ITA | ISHARES TR | $20.05万 | 0.10% | 827 | 827 | — | $20.05万 | 新建仓 |
| AVGO | BROADCOM INC | $20.12万 | 0.10% | 533 | 533 | — | $20.12万 | 新建仓 |
| CSCO | CISCO SYS INC | $20.65万 | 0.11% | 1,758 | 1,758 | — | $20.65万 | 新建仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $20.77万 | 0.11% | 1,710 | 1,710 | — | $20.77万 | 新建仓 |
| VDC | VANGUARD WORLD FD | $22.09万 | 0.11% | 980 | 5 | 0.5% | $1,127 | 加仓 |
| AMGN | AMGEN INC | $22.70万 | 0.12% | 627 | 5 | 0.8% | $1,810 | 加仓 |
| NUMV | NUSHARES ETF TR | $22.77万 | 0.12% | 5,235 | 5,235 | — | $22.77万 | 新建仓 |
| MRK | MERCK & CO INC | $23.86万 | 0.12% | 1,857 | 10 | 0.5% | $1,285 | 加仓 |
| UNP | UNION PAC CORP | $24.10万 | 0.12% | 886 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $24.38万 | 0.13% | 1,102 | 1 | 0.1% | $221 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $24.73万 | 0.13% | 6,637 | 605 | 10.0% | $2.25万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $25.02万 | 0.13% | 505 | 505 | — | $25.02万 | 新建仓 |
| CAT | CATERPILLAR INC | $25.13万 | 0.13% | 236 | 236 | — | $25.13万 | 新建仓 |
| ESML | ISHARES TR | $27.43万 | 0.14% | 4,904 | 4 | 0.1% | $224 | 加仓 |
| IYJ | ISHARES TR | $27.47万 | 0.14% | 1,648 | 2 | 0.1% | $333 | 加仓 |
| MCK | MCKESSON CORP | $28.34万 | 0.15% | 375 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $30.91万 | 0.16% | 1,217 | 2 | 0.2% | $508 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $31.66万 | 0.16% | 5,439 | 142 | 2.7% | $8,265 | 加仓 |
| PEP | PEPSICO INC | $33.04万 | 0.17% | 2,440 | 2 | 0.1% | $271 | 加仓 |
| MGV | VANGUARD WORLD FD | $34.44万 | 0.18% | 2,107 | 7 | 0.3% | $1,144 | 加仓 |
| SBUX | STARBUCKS CORP | $34.89万 | 0.18% | 3,414 | 17 | 0.5% | $1,737 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $34.95万 | 0.18% | 3,624 | -26 | -0.7% | -$2,508 | 减仓 |
| NUMG | NUSHARES ETF TR | $35.19万 | 0.18% | 7,494 | 179 | 2.4% | $8,406 | 加仓 |
| DIS | DISNEY WALT CO | $35.46万 | 0.18% | 3,685 | -361 | -8.9% | -$3.47万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $36.05万 | 0.19% | 1,101 | 3 | 0.3% | $982 | 加仓 |
| EFA | ISHARES TR | $36.60万 | 0.19% | 3,523 | 54 | 1.6% | $5,610 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $36.86万 | 0.19% | 4,477 | 4,477 | — | $36.86万 | 新建仓 |
| IWD | ISHARES TR | $37.68万 | 0.19% | 1,554 | 3 | 0.2% | $728 | 加仓 |
| DFSI | DIMENSIONAL ETF TRUST | $39.21万 | 0.20% | 8,695 | 8,695 | — | $39.21万 | 新建仓 |
| EFIV | SPDR SERIES TRUST | $40.04万 | 0.21% | 5,490 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO | $40.47万 | 0.21% | 2,307 | 1 | 0.0% | $175 | 加仓 |
| IWR | ISHARES TR | $42.91万 | 0.22% | 3,890 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD WORLD FD | $46.76万 | 0.24% | 3,115 | -80 | -2.5% | -$1.20万 | 减仓 |
| GOOG | ALPHABET INC | $47.33万 | 0.24% | 1,339 | 0 | 0.0% | — | 不变 |
| NUSC | NUSHARES ETF TR | $49.06万 | 0.25% | 9,413 | 286 | 3.1% | $1.49万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $52.97万 | 0.27% | 10,976 | 28 | 0.3% | $1,351 | 加仓 |
| WMT | WALMART INC | $54.14万 | 0.28% | 4,780 | 17 | 0.4% | $1,925 | 加仓 |
| VPU | VANGUARD WORLD FD | $56.68万 | 0.29% | 2,896 | -31 | -1.1% | -$6,067 | 减仓 |
| SPSM | SPDR SERIES TRUST | $61.78万 | 0.32% | 10,713 | -1,418 | -11.7% | -$8.18万 | 减仓 |
| LLY | ELI LILLY & CO | $62.37万 | 0.32% | 520 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $63.02万 | 0.33% | 8,089 | -18 | -0.2% | -$1,402 | 减仓 |
| PG | PROCTER & GAMBLE CO | $70.14万 | 0.36% | 4,783 | -42 | -0.9% | -$6,159 | 减仓 |
| CATH | GLOBAL X FDS | $72.53万 | 0.37% | 8,196 | 380 | 4.9% | $3.36万 | 加仓 |
| AMZN | AMAZON COM INC | $74.29万 | 0.38% | 3,117 | -74 | -2.3% | -$1.76万 | 减仓 |
| GOOGL | ALPHABET INC | $84.38万 | 0.44% | 2,361 | -130 | -5.2% | -$4.65万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $84.61万 | 0.44% | 7,111 | 7 | 0.1% | $833 | 加仓 |
| VBK | VANGUARD INDEX FDS | $86.51万 | 0.45% | 2,366 | -387 | -14.1% | -$14.15万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $89.70万 | 0.46% | 17,802 | -481 | -2.6% | -$2.42万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $93.23万 | 0.48% | 4,718 | 128 | 2.8% | $2.53万 | 加仓 |
| ITOT | ISHARES TR | $93.97万 | 0.49% | 5,720 | 78 | 1.4% | $1.28万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $97.43万 | 0.50% | 1,947 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $101.96万 | 0.53% | 12,174 | -819 | -6.3% | -$6.86万 | 减仓 |
| SUSA | ISHARES TR | $107.01万 | 0.55% | 6,935 | 8 | 0.1% | $1,234 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $112.23万 | 0.58% | 28,932 | 1,298 | 4.7% | $5.04万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $117.24万 | 0.61% | 4,825 | -164 | -3.3% | -$3.98万 | 减仓 |
| MSFT | MICROSOFT CORP | $121.40万 | 0.63% | 3,254 | 1 | 0.0% | $373 | 加仓 |
| IWB | ISHARES TR | $121.60万 | 0.63% | 2,970 | -87 | -2.8% | -$3.56万 | 减仓 |
| IWM | ISHARES TR | $131.05万 | 0.68% | 4,362 | -133 | -3.0% | -$4.00万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $137.15万 | 0.71% | 5,571 | -32 | -0.6% | -$7,878 | 减仓 |
| ESGU | ISHARES TR | $138.81万 | 0.72% | 8,481 | 1,460 | 20.8% | $23.90万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $148.75万 | 0.77% | 20,877 | -72 | -0.3% | -$5,130 | 减仓 |
| VGT | VANGUARD WORLD FD | $150.68万 | 0.78% | 12,607 | 15 | 0.1% | $1,793 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $155.17万 | 0.80% | 25,997 | 96 | 0.4% | $5,730 | 加仓 |
| IVV | ISHARES TR | $161.01万 | 0.83% | 2,150 | 84 | 4.1% | $6.29万 | 加仓 |
| VSGX | VANGUARD WORLD FD | $162.44万 | 0.84% | 19,728 | 4,147 | 26.6% | $34.15万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $163.55万 | 0.85% | 18,014 | -952 | -5.0% | -$8.64万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $185.36万 | 0.96% | 11,729 | 152 | 1.3% | $2.40万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $239.66万 | 1.24% | 10,997 | 644 | 6.2% | $14.03万 | 加仓 |
| QQQ | INVESCO QQQ TR | $308.66万 | 1.60% | 4,191 | -194 | -4.4% | -$14.29万 | 减仓 |
| VV | VANGUARD INDEX FDS | $309.63万 | 1.60% | 9,003 | 0 | 0.0% | — | 不变 |
| SGOV | ISHARES TR | $409.65万 | 2.12% | 40,692 | 1,475 | 3.8% | $14.85万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $413.77万 | 2.14% | 31,290 | -3,062 | -8.9% | -$40.49万 | 减仓 |
| MGC | VANGUARD WORLD FD | $431.63万 | 2.23% | 15,774 | -359 | -2.2% | -$9.82万 | 减仓 |
| IWV | ISHARES TR | $433.45万 | 2.24% | 10,165 | 11 | 0.1% | $4,691 | 加仓 |
| DSI | ISHARES TR | $490.90万 | 2.54% | 34,476 | 1,114 | 3.3% | $15.86万 | 加仓 |
| ISTB | ISHARES TR | $495.84万 | 2.56% | 102,766 | 6,932 | 7.2% | $33.45万 | 加仓 |
| AAPL | APPLE INC | $600.42万 | 3.10% | 20,750 | 11 | 0.1% | $3,183 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $746.67万 | 3.86% | 31,556 | -374 | -1.2% | -$8.85万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $892.79万 | 4.61% | 104,432 | 8,069 | 8.4% | $68.98万 | 加仓 |
| MGK | VANGUARD WORLD FD | $933.17万 | 4.82% | 106,151 | 591 | 0.6% | $5.20万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,112.46万 | 5.75% | 138,074 | 2,998 | 2.2% | $24.15万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,590.36万 | 8.22% | 23,156 | 1,749 | 8.2% | $120.12万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $1,645.80万 | 8.51% | 330,616 | 20,821 | 6.7% | $103.65万 | 加仓 |
| VB | VANGUARD INDEX FDS | $1,683.68万 | 8.70% | 55,545 | -194 | -0.3% | -$5.88万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $2,092.56万 | 10.82% | 56,550 | -1,729 | -3.0% | -$63.98万 | 减仓 |