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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $1.50亿 | 23.26% | 218,387 | 9,597 | 4.6% | $659.13万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $7,456.20万 | 11.56% | 1,281,135 | 75,912 | 6.3% | $441.81万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $5,143.08万 | 7.98% | 721,836 | 59,353 | 9.0% | $422.89万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $4,738.42万 | 7.35% | 192,454 | 9,484 | 5.2% | $233.51万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $4,015.65万 | 6.23% | 108,519 | 14,177 | 15.0% | $524.61万 | 加仓 |
| FRDM | EA SERIES TRUST | $2,235.09万 | 3.47% | 306,597 | 10,345 | 3.5% | $75.42万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $2,131.68万 | 3.31% | 361,424 | 29,122 | 8.8% | $171.76万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $2,111.47万 | 3.27% | 420,360 | 24,012 | 6.1% | $120.61万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,578.77万 | 2.45% | 72,444 | 1,535 | 2.2% | $33.45万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,529.60万 | 2.37% | 20,483 | 14,536 | 244.4% | $1,085.50万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $1,205.46万 | 1.87% | 49,609 | 1,434 | 3.0% | $34.85万 | 加仓 |
| SHV | ISHARES TR | $1,161.56万 | 1.80% | 105,261 | 21 | 0.0% | $2,317 | 加仓 |
| VV | VANGUARD INDEX FDS | $1,029.43万 | 1.60% | 29,933 | -165 | -0.5% | -$5.67万 | 减仓 |
| AAPL | APPLE INC | $953.48万 | 1.48% | 32,951 | 126 | 0.4% | $3.65万 | 加仓 |
| IVV | ISHARES TR | $763.47万 | 1.18% | 10,195 | 1,675 | 19.7% | $125.44万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $682.41万 | 1.06% | 79,824 | 7,102 | 9.8% | $60.71万 | 加仓 |
| VTES | VANGUARD WELLINGTON FD | $646.92万 | 1.00% | 63,855 | 1,849 | 3.0% | $18.73万 | 加仓 |
| VB | VANGUARD INDEX FDS | $554.25万 | 0.86% | 18,285 | 1,746 | 10.6% | $52.92万 | 加仓 |
| META | META PLATFORMS INC | $500.31万 | 0.78% | 8,882 | -51 | -0.6% | -$2.87万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $482.54万 | 0.75% | 24,116 | 6,864 | 39.8% | $137.34万 | 加仓 |
| ISHG | ISHARES TR | $444.68万 | 0.69% | 59,894 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $404.30万 | 0.63% | 32,560 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $392.00万 | 0.61% | 10,509 | 1,823 | 21.0% | $68.00万 | 加仓 |
| VO | VANGUARD INDEX FDS | $363.43万 | 0.56% | 45,107 | -1 | -0.0% | -$81 | 减仓 |
| VUG | VANGUARD INDEX FDS | $291.66万 | 0.45% | 33,859 | 24,607 | 266.0% | $211.96万 | 加仓 |
| GOOGL | ALPHABET INC | $281.55万 | 0.44% | 7,878 | 799 | 11.3% | $28.56万 | 加仓 |
| IEFA | ISHARES TR | $274.81万 | 0.43% | 28,455 | 0 | 0.0% | — | 不变 |
| ESGV | VANGUARD WORLD FD | $263.71万 | 0.41% | 19,942 | -386 | -1.9% | -$5.10万 | 减仓 |
| VSGX | VANGUARD WORLD FD | $258.80万 | 0.40% | 31,430 | -1,905 | -5.7% | -$15.69万 | 减仓 |
| AMZN | AMAZON COM INC | $256.38万 | 0.40% | 10,757 | -163 | -1.5% | -$3.88万 | 减仓 |
| IJR | ISHARES TR | $240.97万 | 0.37% | 16,248 | -119 | -0.7% | -$1.76万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $232.81万 | 0.36% | 39,003 | 1,849 | 5.0% | $11.04万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $220.94万 | 0.34% | 26,381 | 193 | 0.7% | $1.62万 | 加仓 |
| IWD | ISHARES TR | $216.00万 | 0.33% | 8,910 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $208.45万 | 0.32% | 13,281 | 364 | 2.8% | $5.71万 | 加仓 |
| NUBD | NUSHARES ETF TR | $208.30万 | 0.32% | 94,104 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $206.06万 | 0.32% | 4,118 | 645 | 18.6% | $32.28万 | 加仓 |
| QQQ | INVESCO QQQ TR | $190.50万 | 0.30% | 2,587 | 501 | 24.0% | $36.89万 | 加仓 |
| SUB | ISHARES TR | $186.09万 | 0.29% | 17,478 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $182.35万 | 0.28% | 7,247 | -22 | -0.3% | -$5,536 | 减仓 |
| GOOG | ALPHABET INC | $170.69万 | 0.26% | 4,831 | -200 | -4.0% | -$7.07万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $155.38万 | 0.24% | 4,747 | -14 | -0.3% | -$4,582 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $146.24万 | 0.23% | 9,254 | -3 | -0.0% | -$474 | 减仓 |
| ITOT | ISHARES TR | $145.01万 | 0.22% | 8,827 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $124.41万 | 0.19% | 2,871 | -172 | -5.7% | -$7.45万 | 减仓 |
| TRNO | TERRENO RLTY CORP | $124.00万 | 0.19% | 19,145 | -9,249 | -32.6% | -$59.90万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $122.64万 | 0.19% | 5,183 | -42 | -0.8% | -$9,938 | 减仓 |
| LLY | ELI LILLY & CO | $119.05万 | 0.18% | 993 | -12 | -1.2% | -$1.44万 | 减仓 |
| IXUS | ISHARES TR | $113.65万 | 0.18% | 11,908 | 0 | 0.0% | — | 不变 |
| DFAU | DIMENSIONAL ETF TRUST | $112.00万 | 0.17% | 21,667 | 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 |
| AIZ | ASSURANT INC | $97.37万 | 0.15% | 3,626 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $96.31万 | 0.15% | 2,352 | 0 | 0.0% | — | 不变 |
| SGOV | ISHARES TR | $96.23万 | 0.15% | 9,559 | 3,532 | 58.6% | $35.56万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $95.53万 | 0.15% | 7,459 | 2 | 0.0% | $256 | 加仓 |
| IVE | ISHARES TR | $93.58万 | 0.15% | 4,121 | 11 | 0.3% | $2,498 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $92.46万 | 0.14% | 9,588 | 23 | 0.2% | $2,218 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $88.48万 | 0.14% | 19,945 | 940 | 4.9% | $4.17万 | 加仓 |
| TSLA | TESLA INC | $88.29万 | 0.14% | 2,099 | 17 | 0.8% | $7,151 | 加仓 |
| CSCO | CISCO SYS INC | $80.78万 | 0.13% | 6,878 | -76 | -1.1% | -$8,926 | 减仓 |
| BA | BOEING CO | $79.36万 | 0.12% | 3,666 | -978 | -21.1% | -$21.17万 | 减仓 |
| AVGO | BROADCOM INC | $77.31万 | 0.12% | 2,046 | -22 | -1.1% | -$8,312 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $76.69万 | 0.12% | 6,573 | 4,837 | 278.6% | $56.43万 | 加仓 |
| DVY | ISHARES TR | $74.62万 | 0.12% | 4,774 | 3 | 0.1% | $469 | 加仓 |
| V | VISA INC | $73.39万 | 0.11% | 2,139 | -38 | -1.7% | -$1.30万 | 减仓 |
| IEMG | ISHARES INC | $73.22万 | 0.11% | 8,839 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $70.60万 | 0.11% | 663 | -41 | -5.8% | -$4.37万 | 减仓 |
| LAD | LITHIA MTRS INC | $69.05万 | 0.11% | 2,377 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD BD INDEX FDS | $68.03万 | 0.11% | 8,870 | 92 | 1.0% | $7,056 | 加仓 |
| GLW | CORNING INC | $67.59万 | 0.10% | 2,646 | 2,646 | — | $67.59万 | 新建仓 |
| SCHF | SCHWAB STRATEGIC TR | $67.55万 | 0.10% | 24,385 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $65.38万 | 0.10% | 6,294 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $61.18万 | 0.09% | 1,281 | 290 | 29.3% | $13.85万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $57.67万 | 0.09% | 6,514 | 3 | 0.0% | $266 | 加仓 |
| SPSM | SPDR SERIES TRUST | $57.67万 | 0.09% | 10,000 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $54.30万 | 0.08% | 1,540 | 25 | 1.7% | $8,814 | 加仓 |
| ESML | ISHARES TR | $53.02万 | 0.08% | 9,480 | -1,471 | -13.4% | -$8.23万 | 减仓 |
| AMAT | APPLIED MATLS INC | $52.66万 | 0.08% | 728 | -46 | -5.9% | -$3.33万 | 减仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $50.77万 | 0.08% | 244 | -39 | -13.8% | -$8.12万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $50.05万 | 0.08% | 4,012 | -581 | -12.6% | -$7.25万 | 减仓 |
| IJS | ISHARES TR | $48.93万 | 0.08% | 3,580 | 1 | 0.0% | $137 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $48.38万 | 0.08% | 2,903 | 10 | 0.3% | $1,667 | 加仓 |
| SDY | SPDR SERIES TRUST | $47.26万 | 0.07% | 3,106 | 6 | 0.2% | $913 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $47.23万 | 0.07% | 9,338 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $47.17万 | 0.07% | 2,217 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $42.84万 | 0.07% | 1,420 | -90 | -6.0% | -$2.72万 | 减仓 |
| ONEQ | FIDELITY COMWLTH TR | $42.32万 | 0.07% | 4,100 | 0 | 0.0% | — | 不变 |
| DFIV | DIMENSIONAL ETF TRUST | $41.49万 | 0.06% | 7,681 | 73 | 1.0% | $3,943 | 加仓 |
| — | EXXON MOBIL CORP | $41.41万 | 0.06% | 3,029 | 211 | 7.5% | $2.88万 | 加仓 |
| IAU | ISHARES GOLD TR | $41.13万 | 0.06% | 5,447 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $40.99万 | 0.06% | 1,614 | 692 | 75.1% | $17.58万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $40.39万 | 0.06% | 11,603 | -3,540 | -23.4% | -$12.32万 | 减仓 |
| TJX | TJX COS INC NEW | $40.09万 | 0.06% | 2,646 | -153 | -5.5% | -$2.32万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $39.75万 | 0.06% | 13,506 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $39.67万 | 0.06% | 13,698 | 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 |
| XNTK | SPDR SERIES TRUST | $37.50万 | 0.06% | 960 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $37.11万 | 0.06% | 4,090 | 263 | 6.9% | $2.39万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $36.52万 | 0.06% | 1,080 | 45 | 4.3% | $1.52万 | 加仓 |
| IJH | ISHARES TR | $36.02万 | 0.06% | 4,671 | 10 | 0.2% | $771 | 加仓 |