13F 机构持仓

McCarthy Asset Management, Inc.

REDWOOD SHORES CA · SEC CIK 0001843169

2026Q22026Q1 更早 9 个季度 🔒
$2.11亿2026Q2 申报市值
29持仓数
84.6%前十大占比 · 第一大 13.9%
0 / 0新建仓 / 清仓
申报市值走势$2.11亿2026Q2
26Q2

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

VIG 13.9%
VCSH 12.8%
SCHD 12.1%
TCAF 10.5%
VXUS 9.3%
CGDV 6.5%
SCHG 5.8%
BND 5.1%
CGGR 4.8%
SCHM 3.8%

2026Q2 买入最多 按季末市值估算

本季没有买入

2026Q2 卖出最多 按季末市值估算

本季没有卖出

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
VIG VANGUARD SPECIALIZED FUNDS $2,942.97万13.95%124,375 —— — —
VCSH VANGUARD SCOTTSDALE FDS $2,699.90万12.80%341,630 —— — —
SCHD SCHWAB STRATEGIC TR $2,553.87万12.10%805,382 —— — —
TCAF T ROWE PRICE EXCHANGE-TRADED $2,209.19万10.47%537,516 —— — —
VXUS VANGUARD STAR FDS $1,967.23万9.32%230,112 —— — —
CGDV CAPITAL GROUP DIVIDEND VALUE $1,366.83万6.48%277,359 —— — —
SCHG SCHWAB STRATEGIC TR $1,223.47万5.80%361,545 —— — —
BND VANGUARD BD INDEX FDS $1,072.50万5.08%146,097 —— — —
CGGR CAPITAL GROUP GROWTH ETF $1,013.10万4.80%214,639 —— — —
SCHM SCHWAB STRATEGIC TR $808.46万3.83%219,273 —— — —
JPIE J P MORGAN EXCHANGE TRADED F $791.12万3.75%171,797 —— — —
IWF ISHARES TR $527.37万2.50%42,471 —— — —
— DIMENSIONAL ETF TRUST $469.92万2.23%105,934 —— — —
JPST J P MORGAN EXCHANGE TRADED F $393.40万1.86%77,793 —— — —
JNJ JOHNSON & JOHNSON $277.66万1.32%10,933 —— — —
IWB ISHARES TR $161.29万0.76%3,939 —— — —
SCHB SCHWAB STRATEGIC TR $122.78万0.58%42,395 —— — —
AMAT APPLIED MATLS INC $83.04万0.39%1,149 —— — —
AAPL APPLE INC $70.13万0.33%2,424 —— — —
TSLA TESLA INC $55.52万0.26%1,320 —— — —
GOOG ALPHABET INC $52.36万0.25%1,482 —— — —
GOOGL ALPHABET INC $46.67万0.22%1,306 —— — —
MSFT MICROSOFT CORP $38.01万0.18%1,019 —— — —
AMD ADVANCED MICRO DEVICES INC $36.13万0.17%622 —— — —
AMZN AMAZON COM INC $34.03万0.16%1,428 —— — —
AEHR AEHR TEST SYS $25.07万0.12%2,610 —— — —
BRK/B BERKSHIRE HATHAWAY INC DEL $24.97万0.12%499 —— — —
ET ENERGY TRANSFER L P $20.41万0.10%10,673 —— — —
— TURN THERAPEUTICS INC $10.96万0.05%15,018 —— — —