MAYPORT, LLC
NEWTON MA · SEC CIK 0001922875
$5.38亿2026Q1 申报市值
130持仓数
71.9%前十大占比 · 第一大 23.2%
30 / 9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
VGSH 加仓+$656.77万
VEA 加仓+$589.68万
VOO 加仓+$539.65万
VTIP 加仓+$319.30万
IVV 加仓+$303.61万
2026Q1 卖出最多 按季末市值估算
BND 清仓-$65.73万
C 清仓-$42.21万
RLAY 清仓-$42.03万
BNDX 清仓-$36.31万
NEE 清仓-$33.73万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $1.25亿 | 23.19% | 208,790 | 9,031 | 4.5% | $539.65万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $7,055.38万 | 13.12% | 1,205,223 | 112,191 | 10.3% | $656.77万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $4,245.19万 | 7.89% | 662,483 | 92,023 | 16.1% | $589.68万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $3,765.52万 | 7.00% | 182,970 | 8,935 | 5.1% | $183.88万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $3,026.58万 | 5.63% | 94,342 | 3,555 | 3.9% | $114.05万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $1,979.76万 | 3.68% | 396,348 | 63,924 | 19.2% | $319.30万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $1,978.86万 | 3.68% | 332,302 | 41,479 | 14.3% | $247.01万 | 加仓 |
| FRDM | EA SERIES TRUST | $1,619.02万 | 3.01% | 296,252 | 17,566 | 6.3% | $96.00万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,391.24万 | 2.59% | 70,909 | 5,427 | 8.3% | $106.48万 | 加仓 |
| SHV | ISHARES TR | $1,161.75万 | 2.16% | 105,240 | 444 | 0.4% | $4.90万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $1,046.60万 | 1.95% | 48,175 | 3,173 | 7.1% | $68.93万 | 加仓 |
| VV | VANGUARD INDEX FDS | $899.48万 | 1.67% | 30,098 | -444 | -1.5% | -$13.27万 | 减仓 |
| AAPL | APPLE INC | $833.06万 | 1.55% | 32,825 | -1,264 | -3.7% | -$32.08万 | 减仓 |
| VTES | VANGUARD WELLINGTON FD | $627.13万 | 1.17% | 62,006 | 20,669 | 50.0% | $209.05万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $560.76万 | 1.04% | 72,722 | 7,044 | 10.7% | $54.32万 | 加仓 |
| IVV | ISHARES TR | $556.53万 | 1.03% | 8,520 | 4,648 | 120.0% | $303.61万 | 加仓 |
| META | META PLATFORMS INC | $511.08万 | 0.95% | 8,933 | 75 | 0.8% | $4.29万 | 加仓 |
| ISHG | ISHARES TR | $444.32万 | 0.83% | 59,894 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $433.19万 | 0.81% | 16,539 | 553 | 3.5% | $14.48万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $386.73万 | 0.72% | 5,947 | -406 | -6.4% | -$26.40万 | 减仓 |
| IWF | ISHARES TR | $347.09万 | 0.65% | 8,140 | -760 | -8.5% | -$32.41万 | 减仓 |
| VO | VANGUARD INDEX FDS | $323.84万 | 0.60% | 11,277 | 3,760 | 50.0% | $107.98万 | 加仓 |
| MSFT | MICROSOFT CORP | $321.52万 | 0.60% | 8,686 | 461 | 5.6% | $17.06万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $300.87万 | 0.56% | 17,252 | 638 | 3.8% | $11.13万 | 加仓 |
| IEFA | ISHARES TR | $257.60万 | 0.48% | 28,455 | 4,889 | 20.7% | $44.26万 | 加仓 |
| VSGX | VANGUARD WORLD FD | $239.11万 | 0.44% | 33,335 | 0 | 0.0% | — | 不变 |
| ESGV | VANGUARD WORLD FD | $228.22万 | 0.42% | 20,328 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $227.43万 | 0.42% | 10,920 | 813 | 8.0% | $16.93万 | 加仓 |
| NUBD | NUSHARES ETF TR | $209.00万 | 0.39% | 94,104 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $203.58万 | 0.38% | 7,079 | 578 | 8.9% | $16.62万 | 加仓 |
| IJR | ISHARES TR | $203.46万 | 0.38% | 16,367 | 13,605 | 492.6% | $169.13万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $200.82万 | 0.37% | 37,154 | 12,323 | 49.6% | $66.61万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $196.67万 | 0.37% | 26,188 | 307 | 1.2% | $2.31万 | 加仓 |
| IWD | ISHARES TR | $190.38万 | 0.35% | 8,910 | 1,410 | 18.8% | $30.13万 | 加仓 |
| SUB | ISHARES TR | $186.14万 | 0.35% | 17,478 | 477 | 2.8% | $5.08万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $178.67万 | 0.33% | 12,917 | 511 | 4.1% | $7.07万 | 加仓 |
| TRNO | TERRENO RLTY CORP | $174.40万 | 0.32% | 28,394 | 28,394 | — | $174.40万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $166.43万 | 0.31% | 3,473 | 223 | 6.9% | $10.69万 | 加仓 |
| ABBV | ABBVIE INC | $158.09万 | 0.29% | 7,269 | 111 | 1.6% | $2.41万 | 加仓 |
| GOOG | ALPHABET INC | $144.32万 | 0.27% | 5,031 | 1,818 | 56.6% | $52.15万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $140.05万 | 0.26% | 4,761 | 1,005 | 26.8% | $29.56万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $137.10万 | 0.25% | 9,257 | -48 | -0.5% | -$7,109 | 减仓 |
| ITOT | ISHARES TR | $125.73万 | 0.23% | 8,827 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $120.39万 | 0.22% | 2,086 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $112.37万 | 0.21% | 5,225 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR | $103.17万 | 0.19% | 11,908 | 1,632 | 15.9% | $14.14万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $97.76万 | 0.18% | 21,667 | 21,667 | — | $97.76万 | 新建仓 |
| BA | BOEING CO | $92.43万 | 0.17% | 4,644 | 4,644 | — | $92.43万 | 新建仓 |
| LLY | ELI LILLY & CO | $92.40万 | 0.17% | 1,005 | 38 | 3.9% | $3.49万 | 加仓 |
| IVE | ISHARES TR | $86.79万 | 0.16% | 4,110 | 4,110 | — | $86.79万 | 新建仓 |
| VNQ | VANGUARD INDEX FDS | $84.84万 | 0.16% | 9,565 | 9,565 | — | $84.84万 | 新建仓 |
| IWB | ISHARES TR | $83.86万 | 0.16% | 2,352 | 0 | 0.0% | — | 不变 |
| AVUS | AMERICAN CENTY ETF TR | $82.91万 | 0.15% | 7,457 | 7,457 | — | $82.91万 | 新建仓 |
| AIZ | ASSURANT INC | $78.98万 | 0.15% | 3,626 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $77.41万 | 0.14% | 2,082 | 115 | 5.8% | $4.28万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $73.85万 | 0.14% | 19,005 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $72.23万 | 0.13% | 4,771 | 3 | 0.1% | $454 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.13% | 1 | 1 | — | $71.81万 | 新建仓 |
| BIV | VANGUARD BD INDEX FDS | $67.75万 | 0.13% | 8,778 | 8,778 | — | $67.75万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $67.37万 | 0.13% | 1,542 | 994 | 181.4% | $43.43万 | 加仓 |
| V | VISA INC | $65.79万 | 0.12% | 2,177 | 264 | 13.8% | $7.98万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $65.02万 | 0.12% | 3,043 | 2 | 0.1% | $427 | 加仓 |
| AVGO | BROADCOM INC | $64.02万 | 0.12% | 2,068 | 523 | 33.9% | $16.19万 | 加仓 |
| IEMG | ISHARES INC | $61.65万 | 0.11% | 8,839 | -1,311 | -12.9% | -$9.14万 | 减仓 |
| EFA | ISHARES TR | $61.13万 | 0.11% | 6,294 | 6,294 | — | $61.13万 | 新建仓 |
| SGOV | ISHARES TR | $60.67万 | 0.11% | 6,027 | 3,202 | 113.3% | $32.23万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $60.35万 | 0.11% | 24,385 | 2,253 | 10.2% | $5.58万 | 加仓 |
| LAD | LITHIA MTRS INC | $59.36万 | 0.11% | 2,377 | 2,377 | — | $59.36万 | 新建仓 |
| CSCO | CISCO SYS INC | $53.95万 | 0.10% | 6,954 | 6 | 0.1% | $466 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $53.67万 | 0.10% | 6,511 | 1 | 0.0% | $82 | 加仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $53.34万 | 0.10% | 283 | -54 | -16.0% | -$10.18万 | 减仓 |
| ESML | ISHARES TR | $51.49万 | 0.10% | 10,951 | 0 | 0.0% | — | 不变 |
| AVUV | AMERICAN CENTY ETF TR | $50.74万 | 0.09% | 4,593 | 4,593 | — | $50.74万 | 新建仓 |
| MRSH | MARSH & MCLENNAN COS INC | $50.17万 | 0.09% | 2,893 | 1,095 | 60.9% | $18.99万 | 加仓 |
| CAT | CATERPILLAR INC | $49.88万 | 0.09% | 704 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $49.81万 | 0.09% | 1,515 | 258 | 20.5% | $8.48万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $48.32万 | 0.09% | 10,000 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $48.02万 | 0.09% | 5,447 | 5,447 | — | $48.02万 | 新建仓 |
| — | EXXON MOBIL CORP | $47.80万 | 0.09% | 2,818 | 244 | 9.5% | $4.14万 | 加仓 |
| NFLX | NETFLIX INC. | $47.60万 | 0.09% | 4,951 | -1,699 | -25.5% | -$16.34万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $46.59万 | 0.09% | 9,338 | -3,617 | -27.9% | -$18.05万 | 重新持有 |
| SCHV | SCHWAB STRATEGIC TR | $46.19万 | 0.09% | 15,143 | 2,117 | 16.3% | $6.46万 | 加仓 |
| SDY | SPDR SERIES TRUST | $45.24万 | 0.08% | 3,100 | 900 | 40.9% | $13.13万 | 加仓 |
| TJX | TJX COS INC NEW | $44.70万 | 0.08% | 2,799 | 758 | 37.1% | $12.11万 | 加仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $42.88万 | 0.08% | 2,867 | -75 | -2.5% | -$1.12万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $42.55万 | 0.08% | 2,217 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES TR | $42.39万 | 0.08% | 3,579 | 1 | 0.0% | $118 | 加仓 |
| MCD | MCDONALDS CORP | $40.45万 | 0.08% | 1,302 | -63 | -4.6% | -$1.96万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $40.15万 | 0.07% | 7,608 | 7,608 | — | $40.15万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $39.29万 | 0.07% | 3,827 | 165 | 4.5% | $1.69万 | 加仓 |
| T | AT&T INC | $36.02万 | 0.07% | 12,426 | 89 | 0.7% | $2,580 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $34.81万 | 0.06% | 4,100 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $34.63万 | 0.06% | 13,506 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $34.38万 | 0.06% | 13,698 | 13,698 | — | $34.38万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $33.74万 | 0.06% | 339 | 21 | 6.6% | $2.09万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $33.49万 | 0.06% | 991 | -229 | -18.8% | -$7.74万 | 减仓 |
| IJH | ISHARES TR | $31.47万 | 0.06% | 4,661 | 4,661 | — | $31.47万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $31.30万 | 0.06% | 1,035 | -79 | -7.1% | -$2.39万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $31.19万 | 0.06% | 8,119 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $29.25万 | 0.05% | 484 | 484 | — | $29.25万 | 新建仓 |