McGlone Suttner Wealth Management, Inc.
APPLETON WI · SEC CIK 0001964819
$7.55亿2026Q1 申报市值
189持仓数
65.8%前十大占比 · 第一大 19.5%
12 / 13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
FENI 新建仓+$1,623.26万
VCIT 新建仓+$1,273.87万
FELG 新建仓+$966.13万
FBND 加仓+$231.39万
DIMENSIONAL ETF 加仓+$151.39万
2026Q1 卖出最多 按季末市值估算
FHLC 减仓-$1,493.77万
IGEB 减仓-$1,176.90万
DFIV 减仓-$150.99万
IWV 减仓-$96.08万
CGXU 减仓-$76.10万
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 |
|---|---|---|---|---|---|---|---|---|
| OSK | OSHKOSH CORP | $65.87万 | 0.09% | 4,475 | 5 | 0.1% | $736 | 加仓 |
| BFC | BANK FIRST CORP | $65.84万 | 0.09% | 4,875 | 0 | 0.0% | — | 不变 |
| SPYG | SPDR SERIES TRUST | $65.58万 | 0.09% | 6,698 | -1,762 | -20.8% | -$17.25万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $64.86万 | 0.09% | 1,879 | 104 | 5.9% | $3.59万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $63.59万 | 0.08% | 10,183 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $62.80万 | 0.08% | 1,039 | 54 | 5.5% | $3.26万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $62.31万 | 0.08% | 7,698 | 456 | 6.3% | $3.69万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $61.59万 | 0.08% | 4,419 | -1,378 | -23.8% | -$19.21万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $60.89万 | 0.08% | 10,761 | -2,646 | -19.7% | -$14.97万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $59.82万 | 0.08% | 600 | 15 | 2.6% | $1.50万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $59.55万 | 0.08% | 3,103 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $58.51万 | 0.08% | 6,085 | 73 | 1.2% | $7,019 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $58.38万 | 0.08% | 898 | 1 | 0.1% | $650 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $54.68万 | 0.07% | 20,079 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $54.46万 | 0.07% | 8,253 | 1,689 | 25.7% | $11.15万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $54.40万 | 0.07% | 2,773 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $54.23万 | 0.07% | 3,396 | -120 | -3.4% | -$1.92万 | 减仓 |
| DE | DEERE & CO | $53.59万 | 0.07% | 951 | 44 | 4.9% | $2.48万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $51.91万 | 0.07% | 1,188 | -210 | -15.0% | -$9.18万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $51.79万 | 0.07% | 2,365 | 12 | 0.5% | $2,628 | 加仓 |
| IBDZ | ISHARES TR | $51.21万 | 0.07% | 19,651 | 2,514 | 14.7% | $6.55万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $50.97万 | 0.07% | 2,506 | 26 | 1.0% | $5,289 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $50.31万 | 0.07% | 2,008 | -2 | -0.1% | -$501 | 减仓 |
| FLTB | FIDELITY MERRIMACK STR TR | $49.71万 | 0.07% | 9,889 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $49.45万 | 0.07% | 6,584 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $49.35万 | 0.07% | 2,644 | 1 | 0.0% | $187 | 加仓 |
| APH | AMPHENOL CORP | $48.82万 | 0.06% | 3,864 | -13 | -0.3% | -$1,643 | 减仓 |
| PFE | PFIZER INC | $48.28万 | 0.06% | 17,193 | 1,730 | 11.2% | $4.86万 | 加仓 |
| FN | FABRINET | $45.27万 | 0.06% | 868 | -24 | -2.7% | -$1.25万 | 减仓 |
| IJS | ISHARES TR | $45.08万 | 0.06% | 3,806 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $43.57万 | 0.06% | 2,094 | 16 | 0.8% | $3,329 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $42.45万 | 0.06% | 9,136 | 315 | 3.6% | $1.46万 | 加仓 |
| TMUS | T-MOBILE US INC | $42.28万 | 0.06% | 2,013 | 3 | 0.1% | $630 | 加仓 |
| GOOG | ALPHABET INC | $42.20万 | 0.06% | 1,471 | 197 | 15.5% | $5.65万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $41.45万 | 0.05% | 1,593 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $40.48万 | 0.05% | 478 | 34 | 7.7% | $2.88万 | 加仓 |
| CCI | CROWN CASTLE INC | $39.14万 | 0.05% | 4,814 | 363 | 8.2% | $2.95万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $39.12万 | 0.05% | 4,055 | 6 | 0.1% | $579 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $38.36万 | 0.05% | 1,771 | 15 | 0.9% | $3,249 | 加仓 |
| CMI | CUMMINS INC | $38.17万 | 0.05% | 710 | 7 | 1.0% | $3,764 | 加仓 |
| IXUS | ISHARES TR | $37.51万 | 0.05% | 4,329 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $35.56万 | 0.05% | 815 | 0 | 0.0% | — | 不变 |
| BAI | BLACKROCK ETF TRUST | $35.44万 | 0.05% | 10,755 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $34.99万 | 0.05% | 1,233 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $34.93万 | 0.05% | 2,374 | 1 | 0.0% | $147 | 加仓 |
| CASY | CASEYS GEN STORES INC | $34.85万 | 0.05% | 479 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $34.62万 | 0.05% | 3,052 | 17 | 0.6% | $1,928 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $33.76万 | 0.04% | 1,248 | 69 | 5.9% | $1.87万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $33.74万 | 0.04% | 5,265 | 3 | 0.1% | $192 | 加仓 |
| DHR | DANAHER CORP DEL | $33.53万 | 0.04% | 1,768 | 70 | 4.1% | $1.33万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $33.21万 | 0.04% | 1,195 | -280 | -19.0% | -$7.78万 | 减仓 |
| V | VISA INC | $32.48万 | 0.04% | 1,075 | 1 | 0.1% | $302 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $32.42万 | 0.04% | 2,560 | 97 | 3.9% | $1.23万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $31.71万 | 0.04% | 1,978 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC | $31.71万 | 0.04% | 4,770 | 4,770 | — | $31.71万 | 新建仓 |
| RCL | ROYAL CARIBBEAN GROUP | $31.36万 | 0.04% | 1,140 | -15 | -1.3% | -$4,126 | 减仓 |
| QYLD | GLOBAL X FDS | $31.09万 | 0.04% | 18,127 | 66 | 0.4% | $1,132 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $30.69万 | 0.04% | 633 | 3 | 0.5% | $1,455 | 加仓 |
| CMCSA | COMCAST CORP NEW | $30.65万 | 0.04% | 10,674 | 888 | 9.1% | $2.55万 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $30.05万 | 0.04% | 7,313 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO | $30.00万 | 0.04% | 1,443 | 1,443 | — | $30.00万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $29.98万 | 0.04% | 3,227 | 186 | 6.1% | $1.73万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $29.55万 | 0.04% | 1,604 | -246 | -13.3% | -$4.53万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $28.71万 | 0.04% | 1,344 | 1,344 | — | $28.71万 | 新建仓 |
| RTX | RTX CORPORATION | $27.72万 | 0.04% | 1,437 | 1 | 0.1% | $193 | 加仓 |
| MDT | MEDTRONIC PLC | $27.32万 | 0.04% | 3,153 | 39 | 1.3% | $3,380 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $27.27万 | 0.04% | 3,075 | 8 | 0.3% | $710 | 加仓 |
| VOO | VANGUARD INDEX FDS | $27.21万 | 0.04% | 455 | 455 | — | $27.21万 | 新建仓 |
| SYK | STRYKER CORPORATION | $27.18万 | 0.04% | 827 | 6 | 0.7% | $1,972 | 加仓 |
| EFG | ISHARES TR | $26.91万 | 0.04% | 2,416 | 0 | 0.0% | — | 不变 |
| LH | LABCORP HOLDINGS INC | $26.77万 | 0.04% | 1,003 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $25.32万 | 0.03% | 749 | 0 | 0.0% | — | 不变 |
| HYG | ISHARES TR | $24.96万 | 0.03% | 3,137 | 0 | 0.0% | — | 不变 |
| CFG | CITIZENS FINL GROUP INC | $24.84万 | 0.03% | 4,142 | 667 | 19.2% | $4.00万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $24.83万 | 0.03% | 3,502 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $24.41万 | 0.03% | 1,795 | 1,795 | — | $24.41万 | 新建仓 |
| CI | THE CIGNA GROUP | $23.71万 | 0.03% | 889 | 136 | 18.1% | $3.63万 | 重新持有 |
| ZM | ZOOM COMMUNICATIONS INC | $23.63万 | 0.03% | 2,939 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $23.24万 | 0.03% | 1,009 | 1,009 | — | $23.24万 | 新建仓 |
| FERG | FERGUSON ENTERPRISES INC | $22.17万 | 0.03% | 951 | 52 | 5.8% | $1.21万 | 加仓 |
| INTC | INTEL CORP | $22.14万 | 0.03% | 5,017 | 5,017 | — | $22.14万 | 新建仓 |
| ASB | ASSOCIATED BANC-CORP | $21.90万 | 0.03% | 8,468 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $21.83万 | 0.03% | 437 | 0 | 0.0% | — | 不变 |
| FTEC | FIDELITY COVINGTON TRUST | $21.51万 | 0.03% | 1,034 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP | $21.49万 | 0.03% | 1,270 | 1 | 0.1% | $169 | 加仓 |
| — | FIDELITY MERRIMACK STR TR | $21.39万 | 0.03% | 4,538 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $20.55万 | 0.03% | 482 | -84 | -14.8% | -$3.58万 | 减仓 |
| IJJ | ISHARES TR | $20.07万 | 0.03% | 1,515 | 1,515 | — | $20.07万 | 新建仓 |
| VSTS | VESTIS CORPORATION | $11.49万 | 0.02% | 14,615 | 14,615 | — | $11.49万 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP | $0 | 0.00% | 0 | -1,945 | -100.0% | -$56.16万 | 清仓 |
| PNR | PENTAIR PLC | $0 | 0.00% | 0 | -2,788 | -100.0% | -$29.03万 | 清仓 |
| SPIB | SPDR SERIES TRUST | $0 | 0.00% | 0 | -8,423 | -100.0% | -$28.48万 | 清仓 |
| ANET | ARISTA NETWORKS INC | $0 | 0.00% | 0 | -1,993 | -100.0% | -$26.12万 | 清仓 |
| VOT | VANGUARD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SHOP | SHOPIFY INC | $0 | 0.00% | 0 | -1,485 | -100.0% | -$23.91万 | 清仓 |
| ICSH | ISHARES TR | $0 | 0.00% | 0 | -4,526 | -100.0% | -$22.89万 | 清仓 |
| MDB | MONGODB INC | $0 | 0.00% | 0 | -538 | -100.0% | -$22.58万 | 清仓 |
| LEU | CENTRUS ENERGY CORP | $0 | 0.00% | 0 | -928 | -100.0% | -$22.53万 | 清仓 |
| HOOD | ROBINHOOD MKTS INC | $0 | 0.00% | 0 | -1,959 | -100.0% | -$22.16万 | 清仓 |
| IBCA | ISHARES TR | $0 | 0.00% | 0 | -8,534 | -100.0% | -$22.14万 | 清仓 |