McGlone Suttner Wealth Management, Inc.
APPLETON WI · SEC CIK 0001964819
$8.52亿2026Q2 申报市值
196持仓数
65.5%前十大占比 · 第一大 19.9%
12 / 6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
FENI 加仓+$297.46万
FBND 加仓+$210.73万
VCIT 加仓+$205.56万
FELG 加仓+$197.75万
DIMENSIONAL ETF 加仓+$171.93万
2026Q2 卖出最多 按季末市值估算
FHLC 减仓-$151.01万
IGEB 减仓-$83.07万
CAT 减仓-$61.34万
DE 清仓-$53.59万
FN 清仓-$45.27万
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 |
|---|---|---|---|---|---|---|---|---|
| DE | DEERE & CO | $0 | 0.00% | 0 | -951 | -100.0% | -$53.59万 | 清仓 |
| FN | FABRINET | $0 | 0.00% | 0 | -868 | -100.0% | -$45.27万 | 清仓 |
| CASY | CASEYS GEN STORES INC | $0 | 0.00% | 0 | -479 | -100.0% | -$34.85万 | 清仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $0 | 0.00% | 0 | -633 | -100.0% | -$30.69万 | 清仓 |
| CTAS | CINTAS CORP | $0 | 0.00% | 0 | -1,270 | -100.0% | -$21.49万 | 清仓 |
| IWF | ISHARES TR | $0 | 0.00% | 0 | -1,928 | -100.0% | -$20.55万 | 清仓 |
| OSG | OCTAVE SPECIALTY GROUP INC | $6.81万 | 0.01% | 10,911 | 10,911 | — | $6.81万 | 新建仓 |
| VSTS | VESTIS CORPORATION | $16.55万 | 0.02% | 11,396 | -3,219 | -22.0% | -$4.67万 | 减仓 |
| PHM | PULTE GROUP INC | $20.53万 | 0.02% | 1,496 | 1,496 | — | $20.53万 | 新建仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $20.84万 | 0.02% | 1,220 | 1,220 | — | $20.84万 | 新建仓 |
| BALL | BALL CORP | $20.87万 | 0.02% | 3,344 | 3,344 | — | $20.87万 | 新建仓 |
| — | FIDELITY MERRIMACK STR TR | $21.39万 | 0.03% | 4,538 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $22.26万 | 0.03% | 601 | 601 | — | $22.26万 | 新建仓 |
| IJJ | ISHARES TR | $22.38万 | 0.03% | 1,515 | 0 | 0.0% | — | 不变 |
| FERG | FERGUSON ENTERPRISES INC | $22.58万 | 0.03% | 951 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $22.85万 | 0.03% | 1,093 | 1,093 | — | $22.85万 | 新建仓 |
| PLXS | PLEXUS CORP | $22.85万 | 0.03% | 760 | 760 | — | $22.85万 | 新建仓 |
| VOT | VANGUARD INDEX FDS | $23.34万 | 0.03% | 762 | -156 | -17.0% | -$4.78万 | 重新持有 |
| MA | MASTERCARD INCORPORATED | $24.16万 | 0.03% | 470 | 33 | 7.6% | $1.70万 | 加仓 |
| MDT | MEDTRONIC PLC | $24.78万 | 0.03% | 3,168 | 15 | 0.5% | $1,173 | 加仓 |
| HYG | ISHARES TR | $25.09万 | 0.03% | 3,137 | 0 | 0.0% | — | 不变 |
| ZM | ZOOM COMMUNICATIONS INC | $25.19万 | 0.03% | 2,919 | -20 | -0.7% | -$1,726 | 减仓 |
| ASB | ASSOCIATED BANC-CORP | $25.21万 | 0.03% | 8,192 | -276 | -3.3% | -$8,492 | 减仓 |
| HSY | HERSHEY CO | $25.54万 | 0.03% | 1,455 | 12 | 0.8% | $2,106 | 加仓 |
| VOO | VANGUARD INDEX FDS | $25.64万 | 0.03% | 373 | -82 | -18.0% | -$5.64万 | 减仓 |
| CI | THE CIGNA GROUP | $25.85万 | 0.03% | 938 | 49 | 5.5% | $1.35万 | 加仓 |
| NVT | NVENT ELEC PLC | $25.86万 | 0.03% | 1,525 | 1,525 | — | $25.86万 | 新建仓 |
| SYK | STRYKER CORPORATION | $26.06万 | 0.03% | 828 | 1 | 0.1% | $315 | 加仓 |
| KLIC | KULICKE & SOFFA INDS INC | $26.83万 | 0.03% | 2,006 | 2,006 | — | $26.83万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $26.94万 | 0.03% | 3,069 | -158 | -4.9% | -$1.39万 | 减仓 |
| RTX | RTX CORPORATION | $27.30万 | 0.03% | 1,439 | 2 | 0.1% | $379 | 加仓 |
| CMCSA | COMCAST CORP NEW | $28.16万 | 0.03% | 11,470 | 796 | 7.5% | $1.95万 | 加仓 |
| LH | LABCORP HOLDINGS INC | $28.17万 | 0.03% | 1,006 | 3 | 0.3% | $840 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $28.32万 | 0.03% | 6,000 | 6,000 | — | $28.32万 | 新建仓 |
| HWM | HOWMET AEROSPACE INC | $28.36万 | 0.03% | 1,055 | 46 | 4.6% | $1.24万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $28.64万 | 0.03% | 2,970 | -105 | -3.4% | -$1.01万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $28.69万 | 0.03% | 3,502 | 0 | 0.0% | — | 不变 |
| CFG | CITIZENS FINL GROUP INC | $29.10万 | 0.03% | 4,153 | 11 | 0.3% | $771 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $29.53万 | 0.03% | 1,034 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES TR | $30.14万 | 0.04% | 2,422 | 6 | 0.2% | $747 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $30.27万 | 0.04% | 904 | -1,104 | -55.0% | -$36.97万 | 减仓 |
| GLW | CORNING INC | $31.33万 | 0.04% | 1,227 | -568 | -31.6% | -$14.50万 | 减仓 |
| QYLD | GLOBAL X FDS | $31.65万 | 0.04% | 17,174 | -953 | -5.3% | -$1.76万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $31.69万 | 0.04% | 1,604 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $33.83万 | 0.04% | 2,017 | 4 | 0.2% | $671 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $34.10万 | 0.04% | 7,313 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $34.83万 | 0.04% | 4,878 | -1,207 | -19.8% | -$8.62万 | 减仓 |
| DHR | DANAHER CORP DEL | $35.80万 | 0.04% | 1,880 | 112 | 6.3% | $2.13万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $36.24万 | 0.04% | 1,141 | 1 | 0.1% | $318 | 加仓 |
| MCO | MOODYS CORP | $37.22万 | 0.04% | 822 | 7 | 0.9% | $3,169 | 加仓 |
| TXN | TEXAS INSTRS INC | $37.50万 | 0.04% | 1,258 | 1,258 | — | $37.50万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $37.57万 | 0.04% | 5,273 | 8 | 0.2% | $570 | 加仓 |
| V | VISA INC | $38.41万 | 0.05% | 1,119 | 44 | 4.1% | $1.51万 | 加仓 |
| CCI | CROWN CASTLE INC | $39.12万 | 0.05% | 5,166 | 352 | 7.3% | $2.67万 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $40.15万 | 0.05% | 2,574 | 14 | 0.5% | $2,184 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $40.33万 | 0.05% | 1,757 | -14 | -0.8% | -$3,214 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $40.96万 | 0.05% | 3,731 | -324 | -8.0% | -$3.56万 | 减仓 |
| IXUS | ISHARES TR | $41.37万 | 0.05% | 4,334 | 5 | 0.1% | $477 | 加仓 |
| CRM | SALESFORCE INC | $42.23万 | 0.05% | 2,696 | 52 | 2.0% | $8,146 | 加仓 |
| C | CITIGROUP INC | $42.75万 | 0.05% | 3,054 | 2 | 0.1% | $280 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $43.08万 | 0.05% | 1,593 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $43.12万 | 0.05% | 2,943 | 569 | 24.0% | $8.34万 | 加仓 |
| DAL | DELTA AIR LINES INC | $44.65万 | 0.05% | 4,768 | -2 | -0.0% | -$187 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $44.89万 | 0.05% | 1,196 | 1 | 0.1% | $375 | 加仓 |
| GOOG | ALPHABET INC | $45.03万 | 0.05% | 1,275 | -196 | -13.3% | -$6.92万 | 减仓 |
| PFE | PFIZER INC | $45.33万 | 0.05% | 18,823 | 1,630 | 9.5% | $3.93万 | 加仓 |
| GE | GE AEROSPACE | $48.05万 | 0.06% | 1,286 | 53 | 4.3% | $1.98万 | 加仓 |
| FLTB | FIDELITY MERRIMACK STR TR | $48.72万 | 0.06% | 9,719 | -170 | -1.7% | -$8,522 | 减仓 |
| RSG | REPUBLIC SVCS INC | $50.39万 | 0.06% | 2,365 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $50.61万 | 0.06% | 710 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $50.80万 | 0.06% | 502 | 24 | 5.0% | $2.43万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $51.59万 | 0.06% | 9,152 | 16 | 0.2% | $902 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $51.73万 | 0.06% | 2,101 | 7 | 0.3% | $1,723 | 加仓 |
| IBDZ | ISHARES TR | $51.75万 | 0.06% | 19,866 | 215 | 1.1% | $5,601 | 加仓 |
| IJS | ISHARES TR | $52.02万 | 0.06% | 3,806 | 0 | 0.0% | — | 不变 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $52.33万 | 0.06% | 19,149 | -930 | -4.6% | -$2.54万 | 减仓 |
| TJX | TJX COS INC NEW | $52.76万 | 0.06% | 3,483 | 87 | 2.6% | $1.32万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $53.90万 | 0.06% | 1,297 | 49 | 3.9% | $2.04万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $55.14万 | 0.06% | 6,584 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $55.95万 | 0.07% | 1,098 | 59 | 5.7% | $3.01万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $56.70万 | 0.07% | 10,755 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $57.22万 | 0.07% | 612 | 12 | 2.0% | $1.12万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $57.94万 | 0.07% | 1,994 | 115 | 6.1% | $3.34万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $58.03万 | 0.07% | 4,593 | 174 | 3.9% | $2.20万 | 加仓 |
| IGEB | ISHARES TR | $58.68万 | 0.07% | 13,008 | -18,415 | -58.6% | -$83.07万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $59.01万 | 0.07% | 2,708 | -65 | -2.3% | -$1.42万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $59.35万 | 0.07% | 5,087 | 8 | 0.2% | $933 | 加仓 |
| VUG | VANGUARD INDEX FDS | $59.97万 | 0.07% | 6,962 | -166 | -2.3% | -$1.43万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $60.30万 | 0.07% | 1,392 | 48 | 3.6% | $2.08万 | 加仓 |
| MO | ALTRIA GROUP INC | $60.87万 | 0.07% | 8,460 | 207 | 2.5% | $1.49万 | 加仓 |
| CVX | CHEVRON CORPORATION | $62.96万 | 0.07% | 3,799 | 9 | 0.2% | $1,492 | 加仓 |
| VHT | VANGUARD WORLD FD | $64.50万 | 0.08% | 2,157 | -564 | -20.7% | -$16.87万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $65.02万 | 0.08% | 4,906 | 4 | 0.1% | $530 | 加仓 |
| SPYV | SPDR SERIES TRUST | $65.42万 | 0.08% | 10,762 | 1 | 0.0% | $61 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $66.02万 | 0.08% | 3,103 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $66.46万 | 0.08% | 8,189 | 491 | 6.4% | $3.99万 | 加仓 |
| T | AT&T INC | $67.29万 | 0.08% | 32,506 | 1,348 | 4.3% | $2.79万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $67.56万 | 0.08% | 1,981 | 3 | 0.2% | $1,023 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $67.63万 | 0.08% | 906 | 8 | 0.9% | $5,972 | 加仓 |
| NIC | NICOLET BANKSHARES INC | $68.13万 | 0.08% | 4,120 | -339 | -7.6% | -$5.61万 | 减仓 |