MAYPORT, LLC
NEWTON MA · SEC CIK 0001922875
$6.45亿2026Q2 申报市值
134持仓数
71.2%前十大占比 · 第一大 23.3%
8 / 8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
SPY 加仓+$1,085.50万
VOO 加仓+$659.13万
VTI 加仓+$524.61万
VGSH 加仓+$441.81万
VEA 加仓+$422.89万
2026Q2 卖出最多 按季末市值估算
BRK/A 清仓-$71.81万
TRNO 减仓-$59.90万
LMT 清仓-$29.25万
HONEYWELL INTL I 清仓-$23.66万
BA 减仓-$21.17万
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 |
|---|---|---|---|---|---|---|---|---|
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | -1 | -100.0% | -$71.81万 | 清仓 |
| LMT | LOCKHEED MARTIN CORP | $0 | 0.00% | 0 | -484 | -100.0% | -$29.25万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,047 | -100.0% | -$23.66万 | 清仓 |
| RTX | RTX CORPORATION | $0 | 0.00% | 0 | -1,048 | -100.0% | -$20.22万 | 清仓 |
| PEP | PEPSICO INC | $0 | 0.00% | 0 | -1,291 | -100.0% | -$20.05万 | 清仓 |
| TIP | ISHARES TR | $0 | 0.00% | 0 | -1,815 | -100.0% | -$20.03万 | 清仓 |
| F | FORD MTR CO | $0 | 0.00% | 0 | -10,177 | -100.0% | -$11.74万 | 清仓 |
| AI | C3 AI INC | $0 | 0.00% | 0 | -10,700 | -100.0% | -$9.01万 | 清仓 |
| — | FILANA THERAPEUTICS INC | $1.59万 | 0.00% | 13,400 | 0 | 0.0% | — | 不变 |
| — | ACTINIUM PHARMACEUTICALS INC | $2.16万 | 0.00% | 22,000 | 0 | 0.0% | — | 不变 |
| PSEC | PROSPECT CAP CORP | $3.48万 | 0.01% | 15,070 | -5,500 | -26.7% | -$1.27万 | 减仓 |
| — | PUTNAM ETF TRUST | $16.59万 | 0.03% | 20,810 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $20.24万 | 0.03% | 4,780 | -582 | -10.9% | -$2.46万 | 重新持有 |
| MO | ALTRIA GROUP INC | $20.56万 | 0.03% | 2,857 | 2,857 | — | $20.56万 | 新建仓 |
| AMGN | AMGEN INC | $20.80万 | 0.03% | 574 | 574 | — | $20.80万 | 新建仓 |
| WMT | WALMART INC | $21.01万 | 0.03% | 1,855 | -47 | -2.5% | -$5,323 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $21.31万 | 0.03% | 4,116 | 4,116 | — | $21.31万 | 新建仓 |
| IWM | ISHARES TR | $21.93万 | 0.03% | 730 | -124 | -14.5% | -$3.73万 | 重新持有 |
| PG | PROCTER & GAMBLE CO | $22.20万 | 0.03% | 1,514 | 54 | 3.7% | $7,917 | 加仓 |
| GE | GE AEROSPACE | $22.95万 | 0.04% | 614 | 614 | — | $22.95万 | 新建仓 |
| LIN | LINDE PLC | $24.78万 | 0.04% | 478 | 0 | 0.0% | — | 不变 |
| SPTM | SPDR SERIES TRUST | $24.92万 | 0.04% | 2,745 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $25.35万 | 0.04% | 7,016 | 0 | 0.0% | — | 不变 |
| DFAE | DIMENSIONAL ETF TRUST | $25.47万 | 0.04% | 6,334 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $26.04万 | 0.04% | 2,027 | 253 | 14.3% | $3.25万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $26.91万 | 0.04% | 3,983 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $27.03万 | 0.04% | 8,119 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $27.11万 | 0.04% | 13,098 | 672 | 5.4% | $1.39万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $27.46万 | 0.04% | 661 | -128 | -16.2% | -$5.32万 | 重新持有 |
| IWO | ISHARES TR | $27.58万 | 0.04% | 700 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $28.82万 | 0.04% | 285 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $29.11万 | 0.05% | 4,255 | 0 | 0.0% | — | 不变 |
| DFAI | DIMENSIONAL ETF TRUST | $30.46万 | 0.05% | 7,385 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $30.59万 | 0.05% | 265 | 265 | — | $30.59万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $30.74万 | 0.05% | 329 | -10 | -2.9% | -$9,342 | 减仓 |
| EXP | EAGLE MATLS INC | $30.89万 | 0.05% | 1,373 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $31.53万 | 0.05% | 1,167 | -135 | -10.4% | -$3.65万 | 减仓 |
| NFLX | NETFLIX INC. | $32.99万 | 0.05% | 4,620 | -331 | -6.7% | -$2.36万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $33.11万 | 0.05% | 570 | 570 | — | $33.11万 | 新建仓 |
| ETN | EATON CORP PLC | $34.40万 | 0.05% | 807 | 1 | 0.1% | $426 | 加仓 |
| HTFL | HEARTFLOW INC | $35.21万 | 0.05% | 12,000 | 2,000 | 20.0% | $5.87万 | 加仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $35.28万 | 0.05% | 2,867 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $36.02万 | 0.06% | 4,671 | 10 | 0.2% | $771 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $36.52万 | 0.06% | 1,080 | 45 | 4.3% | $1.52万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $37.11万 | 0.06% | 4,090 | 263 | 6.9% | $2.39万 | 加仓 |
| XNTK | SPDR SERIES TRUST | $37.50万 | 0.06% | 960 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $38.54万 | 0.06% | 1,844 | 610 | 49.4% | $12.75万 | 重新持有 |
| SCHB | SCHWAB STRATEGIC TR | $39.67万 | 0.06% | 13,698 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $39.75万 | 0.06% | 13,506 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $40.09万 | 0.06% | 2,646 | -153 | -5.5% | -$2.32万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $40.39万 | 0.06% | 11,603 | -3,540 | -23.4% | -$12.32万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $40.99万 | 0.06% | 1,614 | 692 | 75.1% | $17.58万 | 加仓 |
| IAU | ISHARES GOLD TR | $41.13万 | 0.06% | 5,447 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $41.41万 | 0.06% | 3,029 | 211 | 7.5% | $2.88万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $41.49万 | 0.06% | 7,681 | 73 | 1.0% | $3,943 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $42.32万 | 0.07% | 4,100 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $42.84万 | 0.07% | 1,420 | -90 | -6.0% | -$2.72万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $47.17万 | 0.07% | 2,217 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $47.23万 | 0.07% | 9,338 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $47.26万 | 0.07% | 3,106 | 6 | 0.2% | $913 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $48.38万 | 0.08% | 2,903 | 10 | 0.3% | $1,667 | 加仓 |
| IJS | ISHARES TR | $48.93万 | 0.08% | 3,580 | 1 | 0.0% | $137 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $50.05万 | 0.08% | 4,012 | -581 | -12.6% | -$7.25万 | 减仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $50.77万 | 0.08% | 244 | -39 | -13.8% | -$8.12万 | 减仓 |
| AMAT | APPLIED MATLS INC | $52.66万 | 0.08% | 728 | -46 | -5.9% | -$3.33万 | 减仓 |
| ESML | ISHARES TR | $53.02万 | 0.08% | 9,480 | -1,471 | -13.4% | -$8.23万 | 减仓 |
| HD | HOME DEPOT INC | $54.30万 | 0.08% | 1,540 | 25 | 1.7% | $8,814 | 加仓 |
| SPSM | SPDR SERIES TRUST | $57.67万 | 0.09% | 10,000 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD INTL EQUITY INDEX F | $57.67万 | 0.09% | 6,514 | 3 | 0.0% | $266 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $61.18万 | 0.09% | 1,281 | 290 | 29.3% | $13.85万 | 加仓 |
| EFA | ISHARES TR | $65.38万 | 0.10% | 6,294 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $67.55万 | 0.10% | 24,385 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $67.59万 | 0.10% | 2,646 | 2,646 | — | $67.59万 | 新建仓 |
| BIV | VANGUARD BD INDEX FDS | $68.03万 | 0.11% | 8,870 | 92 | 1.0% | $7,056 | 加仓 |
| LAD | LITHIA MTRS INC | $69.05万 | 0.11% | 2,377 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $70.60万 | 0.11% | 663 | -41 | -5.8% | -$4.37万 | 减仓 |
| IEMG | ISHARES INC | $73.22万 | 0.11% | 8,839 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $73.39万 | 0.11% | 2,139 | -38 | -1.7% | -$1.30万 | 减仓 |
| DVY | ISHARES TR | $74.62万 | 0.12% | 4,774 | 3 | 0.1% | $469 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $76.69万 | 0.12% | 6,573 | 4,837 | 278.6% | $56.43万 | 加仓 |
| AVGO | BROADCOM INC | $77.31万 | 0.12% | 2,046 | -22 | -1.1% | -$8,312 | 减仓 |
| BA | BOEING CO | $79.36万 | 0.12% | 3,666 | -978 | -21.1% | -$21.17万 | 减仓 |
| CSCO | CISCO SYS INC | $80.78万 | 0.13% | 6,878 | -76 | -1.1% | -$8,926 | 减仓 |
| TSLA | TESLA INC | $88.29万 | 0.14% | 2,099 | 17 | 0.8% | $7,151 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $88.48万 | 0.14% | 19,945 | 940 | 4.9% | $4.17万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $92.46万 | 0.14% | 9,588 | 23 | 0.2% | $2,218 | 加仓 |
| IVE | ISHARES TR | $93.58万 | 0.15% | 4,121 | 11 | 0.3% | $2,498 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $95.53万 | 0.15% | 7,459 | 2 | 0.0% | $256 | 加仓 |
| SGOV | ISHARES TR | $96.23万 | 0.15% | 9,559 | 3,532 | 58.6% | $35.56万 | 加仓 |
| IWB | ISHARES TR | $96.31万 | 0.15% | 2,352 | 0 | 0.0% | — | 不变 |
| AIZ | ASSURANT INC | $97.37万 | 0.15% | 3,626 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $100.55万 | 0.16% | 1,430 | 1,430 | — | $100.55万 | 新建仓 |
| DFAU | DIMENSIONAL ETF TRUST | $112.00万 | 0.17% | 21,667 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR | $113.65万 | 0.18% | 11,908 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $119.05万 | 0.18% | 993 | -12 | -1.2% | -$1.44万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $122.64万 | 0.19% | 5,183 | -42 | -0.8% | -$9,938 | 减仓 |
| TRNO | TERRENO RLTY CORP | $124.00万 | 0.19% | 19,145 | -9,249 | -32.6% | -$59.90万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $124.41万 | 0.19% | 2,871 | -172 | -5.7% | -$7.45万 | 减仓 |
| ITOT | ISHARES TR | $145.01万 | 0.22% | 8,827 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $146.24万 | 0.23% | 9,254 | -3 | -0.0% | -$474 | 减仓 |