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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $1.70亿 | 19.89% | 3,821,991 | 38,758 | 1.0% | $171.93万 | 加仓 |
| IUSV | ISHARES TR | $7,320.76万 | 8.59% | 664,617 | 11,315 | 1.7% | $124.63万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $6,775.11万 | 7.95% | 528,975 | 6,658 | 1.3% | $85.28万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $6,184.17万 | 7.25% | 2,101,313 | 3,718 | 0.2% | $10.94万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $5,069.32万 | 5.95% | 1,114,382 | 46,325 | 4.3% | $210.73万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $3,800.07万 | 4.46% | 703,455 | -553 | -0.1% | -$2.99万 | 减仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $3,333.22万 | 3.91% | 1,495,388 | 63,899 | 4.5% | $142.43万 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $2,425.53万 | 2.85% | 700,615 | -6,256 | -0.9% | -$21.66万 | 减仓 |
| FENI | FIDELITY COVINGTON TRUST | $2,048.58万 | 2.40% | 510,485 | 74,124 | 17.0% | $297.46万 | 加仓 |
| IEMG | ISHARES INC | $1,937.02万 | 2.27% | 233,827 | 2,701 | 1.2% | $22.38万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,861.79万 | 2.18% | 226,110 | 6,903 | 3.1% | $56.84万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1,477.89万 | 1.73% | 178,813 | 24,871 | 16.2% | $205.56万 | 加仓 |
| AGG | ISHARES TR | $1,392.81万 | 1.63% | 140,716 | 10,126 | 7.8% | $100.23万 | 加仓 |
| FELG | FIDELITY COVINGTON TRUST | $1,325.20万 | 1.55% | 302,902 | 45,199 | 17.5% | $197.75万 | 加仓 |
| AAPL | APPLE INC | $842.38万 | 0.99% | 29,112 | 2,362 | 8.8% | $68.35万 | 加仓 |
| GOOGL | ALPHABET INC | $762.75万 | 0.89% | 21,343 | 260 | 1.2% | $9.29万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $735.83万 | 0.86% | 31,098 | 22 | 0.1% | $5,206 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $673.72万 | 0.79% | 111,746 | 402 | 0.4% | $2.42万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $641.80万 | 0.75% | 32,076 | 568 | 1.8% | $11.37万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $621.87万 | 0.73% | 39,351 | 322 | 0.8% | $5.09万 | 加仓 |
| MSFT | MICROSOFT CORP | $608.60万 | 0.71% | 16,315 | 176 | 1.1% | $6.57万 | 加仓 |
| AMAT | APPLIED MATLS INC | $502.53万 | 0.59% | 6,951 | 80 | 1.2% | $5.78万 | 加仓 |
| IJH | ISHARES TR | $439.34万 | 0.52% | 56,976 | -1,156 | -2.0% | -$8.91万 | 减仓 |
| FHLC | FIDELITY COVINGTON TRUST | $414.32万 | 0.49% | 53,633 | -19,548 | -26.7% | -$151.01万 | 减仓 |
| IBDR | ISHARES TR | $404.06万 | 0.47% | 166,761 | -1,817 | -1.1% | -$4.40万 | 减仓 |
| CAT | CATERPILLAR INC | $372.20万 | 0.44% | 3,495 | -576 | -14.1% | -$61.34万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $343.85万 | 0.40% | 10,505 | 250 | 2.4% | $8.18万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $326.49万 | 0.38% | 8,823 | 7 | 0.1% | $2,590 | 加仓 |
| IJR | ISHARES TR | $317.72万 | 0.37% | 21,423 | 52 | 0.2% | $7,712 | 加仓 |
| AVGO | BROADCOM INC | $309.12万 | 0.36% | 8,183 | 830 | 11.3% | $31.35万 | 加仓 |
| ABBV | ABBVIE INC | $305.98万 | 0.36% | 12,160 | 173 | 1.4% | $4.35万 | 加仓 |
| AMZN | AMAZON COM INC | $286.77万 | 0.34% | 12,032 | 64 | 0.5% | $1.53万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $284.59万 | 0.33% | 11,206 | 135 | 1.2% | $3.43万 | 加仓 |
| WMT | WALMART INC | $281.76万 | 0.33% | 24,877 | 1,735 | 7.5% | $19.65万 | 加仓 |
| IBDS | ISHARES TR | $277.42万 | 0.33% | 114,542 | 10,176 | 9.8% | $24.65万 | 加仓 |
| CSCO | CISCO SYS INC | $276.32万 | 0.32% | 23,525 | -2,058 | -8.0% | -$24.17万 | 减仓 |
| META | META PLATFORMS INC | $258.55万 | 0.30% | 4,590 | -9 | -0.2% | -$5,070 | 减仓 |
| ITOT | ISHARES TR | $254.28万 | 0.30% | 15,480 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $247.66万 | 0.29% | 18,114 | 530 | 3.0% | $7.25万 | 加仓 |
| IVV | ISHARES TR | $243.84万 | 0.29% | 3,256 | -432 | -11.7% | -$32.35万 | 减仓 |
| IBDT | ISHARES TR | $238.64万 | 0.28% | 94,511 | 6,567 | 7.5% | $16.58万 | 加仓 |
| IBDY | ISHARES TR | $232.91万 | 0.27% | 90,470 | 1,052 | 1.2% | $2.71万 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $222.52万 | 0.26% | 81,004 | 2,147 | 2.7% | $5.90万 | 加仓 |
| IVW | ISHARES TR | $216.93万 | 0.25% | 15,773 | -728 | -4.4% | -$10.01万 | 减仓 |
| IWD | ISHARES TR | $216.61万 | 0.25% | 8,935 | -369 | -4.0% | -$8.95万 | 减仓 |
| TSLA | TESLA INC | $207.06万 | 0.24% | 4,923 | 107 | 2.2% | $4.50万 | 加仓 |
| SDY | SPDR SERIES TRUST | $205.14万 | 0.24% | 13,480 | -40 | -0.3% | -$6,087 | 减仓 |
| PG | PROCTER & GAMBLE CO | $199.18万 | 0.23% | 13,583 | 361 | 2.7% | $5.29万 | 加仓 |
| FFLG | FIDELITY COVINGTON TRUST | $195.16万 | 0.23% | 56,276 | 2 | 0.0% | $69 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $191.52万 | 0.22% | 1,659 | 910 | 121.5% | $105.05万 | 加仓 |
| FBCG | FIDELITY COVINGTON TRUST | $190.56万 | 0.22% | 30,681 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $190.07万 | 0.22% | 7,822 | 1 | 0.0% | $243 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $189.65万 | 0.22% | 1,939 | 89 | 4.8% | $8.71万 | 加仓 |
| MET | METLIFE INC | $188.40万 | 0.22% | 22,267 | 749 | 3.5% | $6.34万 | 加仓 |
| BAC | BANK OF AMER CORP | $180.85万 | 0.21% | 31,740 | 644 | 2.1% | $3.67万 | 加仓 |
| MRK | MERCK & CO INC | $174.67万 | 0.20% | 13,593 | 310 | 2.3% | $3.98万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $167.50万 | 0.20% | 33,115 | 2,055 | 6.6% | $10.39万 | 加仓 |
| IBDU | ISHARES TR | $167.20万 | 0.20% | 72,192 | 6,479 | 9.9% | $15.01万 | 加仓 |
| HD | HOME DEPOT INC | $165.40万 | 0.19% | 4,690 | 110 | 2.4% | $3.88万 | 加仓 |
| IBDW | ISHARES TR | $163.82万 | 0.19% | 78,607 | 5,338 | 7.3% | $11.12万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $158.22万 | 0.19% | 2,724 | 218 | 8.7% | $12.66万 | 加仓 |
| KO | COCA COLA CO | $154.08万 | 0.18% | 18,959 | 493 | 2.7% | $4.01万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $148.23万 | 0.17% | 46,745 | 1,083 | 2.4% | $3.43万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $145.46万 | 0.17% | 4,106 | 214 | 5.5% | $7.58万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $144.53万 | 0.17% | 9,994 | 534 | 5.6% | $7.72万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $141.23万 | 0.17% | 7,807 | 328 | 4.4% | $5.93万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $141.04万 | 0.17% | 2,819 | -388 | -12.1% | -$19.41万 | 减仓 |
| CSX | CSX CORP | $140.65万 | 0.17% | 29,593 | 2,232 | 8.2% | $10.61万 | 加仓 |
| LLY | ELI LILLY & CO | $137.91万 | 0.16% | 1,150 | 34 | 3.0% | $4.08万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $136.07万 | 0.16% | 11,653 | 223 | 2.0% | $2.60万 | 加仓 |
| IBDX | ISHARES TR | $125.34万 | 0.15% | 49,760 | 334 | 0.7% | $8,413 | 加仓 |
| WFC | WELLS FARGO & CO | $124.39万 | 0.15% | 15,052 | 458 | 3.1% | $3.78万 | 加仓 |
| EME | EMCOR GROUP INC | $123.83万 | 0.15% | 1,492 | 10 | 0.7% | $8,299 | 加仓 |
| MCD | MCDONALDS CORP | $122.74万 | 0.14% | 4,541 | 121 | 2.7% | $3.27万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $122.07万 | 0.14% | 4,341 | 38 | 0.9% | $1.07万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $116.71万 | 0.14% | 10,813 | 610 | 6.0% | $6.58万 | 加仓 |
| IBDV | ISHARES TR | $116.29万 | 0.14% | 53,342 | 7,981 | 17.6% | $17.40万 | 加仓 |
| BLK | BLACKROCK INC | $114.86万 | 0.13% | 1,195 | 45 | 3.9% | $4.33万 | 加仓 |
| USB | US BANCORP | $112.45万 | 0.13% | 18,618 | 929 | 5.3% | $5.61万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $111.20万 | 0.13% | 2,577 | 2,577 | — | $111.20万 | 新建仓 |
| IWV | ISHARES TR | $107.58万 | 0.13% | 2,523 | -57 | -2.2% | -$2.43万 | 减仓 |
| PEP | PEPSICO INC | $106.98万 | 0.13% | 7,901 | 171 | 2.2% | $2.32万 | 加仓 |
| QCOM | QUALCOMM INC | $101.70万 | 0.12% | 5,503 | 313 | 6.0% | $5.78万 | 加仓 |
| IVE | ISHARES TR | $101.54万 | 0.12% | 4,472 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $100.45万 | 0.12% | 31,421 | 3,028 | 10.7% | $9.68万 | 加仓 |
| COP | CONOCOPHILLIPS | $98.17万 | 0.12% | 9,443 | 416 | 4.6% | $4.32万 | 加仓 |
| PLD | PROLOGIS INC. | $97.67万 | 0.11% | 7,209 | 243 | 3.5% | $3.29万 | 加仓 |
| IEFA | ISHARES TR | $97.08万 | 0.11% | 10,052 | -1,353 | -11.9% | -$13.07万 | 减仓 |
| SO | SOUTHERN CO | $94.28万 | 0.11% | 9,850 | 370 | 3.9% | $3.54万 | 加仓 |
| WPC | WP CAREY INC | $92.31万 | 0.11% | 12,910 | 698 | 5.7% | $4.99万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $90.43万 | 0.11% | 2,673 | 3 | 0.1% | $1,015 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $90.24万 | 0.11% | 19,904 | 6 | 0.0% | $272 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $86.34万 | 0.10% | 20,391 | 626 | 3.2% | $2.65万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $84.58万 | 0.10% | 6,183 | 34 | 0.6% | $4,651 | 加仓 |
| INTC | INTEL CORP | $81.99万 | 0.10% | 5,872 | 855 | 17.0% | $11.94万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $79.70万 | 0.09% | 6,698 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $76.38万 | 0.09% | 3,215 | 62 | 2.0% | $1.47万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $74.45万 | 0.09% | 8,205 | 11 | 0.1% | $998 | 加仓 |
| APH | AMPHENOL CORP | $72.35万 | 0.08% | 4,103 | 239 | 6.2% | $4.21万 | 加仓 |
| BFC | BANK FIRST CORP | $72.32万 | 0.08% | 4,875 | 0 | 0.0% | — | 不变 |