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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $1.47亿 | 19.47% | 3,783,233 | 38,957 | 1.0% | $151.39万 | 加仓 |
| IUSV | ISHARES TR | $6,680.02万 | 8.85% | 653,302 | 9,428 | 1.5% | $96.40万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $5,807.12万 | 7.69% | 522,317 | 6,737 | 1.3% | $74.90万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $5,378.23万 | 7.12% | 2,097,595 | -22,329 | -1.1% | -$57.25万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $4,872.48万 | 6.45% | 1,068,057 | 50,721 | 5.0% | $231.39万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $3,715.76万 | 4.92% | 704,008 | -28,607 | -3.9% | -$150.99万 | 减仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $3,197.95万 | 4.23% | 1,431,489 | 50,498 | 3.7% | $112.81万 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $2,084.56万 | 2.76% | 706,871 | -25,804 | -3.5% | -$76.10万 | 减仓 |
| FENI | FIDELITY COVINGTON TRUST | $1,623.26万 | 2.15% | 436,361 | 436,361 | — | $1,623.26万 | 新建仓 |
| IEMG | ISHARES INC | $1,612.11万 | 2.13% | 231,126 | 9,291 | 4.2% | $64.80万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,559.22万 | 2.06% | 219,207 | 9,967 | 4.8% | $70.90万 | 加仓 |
| AGG | ISHARES TR | $1,296.37万 | 1.72% | 130,590 | 7,950 | 6.5% | $78.92万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1,273.87万 | 1.69% | 153,942 | 153,942 | — | $1,273.87万 | 新建仓 |
| FELG | FIDELITY COVINGTON TRUST | $966.13万 | 1.28% | 257,703 | 257,703 | — | $966.13万 | 新建仓 |
| AAPL | APPLE INC | $678.89万 | 0.90% | 26,750 | 1,617 | 6.4% | $41.04万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $668.32万 | 0.89% | 31,076 | -5 | -0.0% | -$1,075 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $615.06万 | 0.81% | 111,344 | -1,001 | -0.9% | -$5.53万 | 减仓 |
| GOOGL | ALPHABET INC | $606.25万 | 0.80% | 21,083 | -39 | -0.2% | -$1.12万 | 减仓 |
| MSFT | MICROSOFT CORP | $597.41万 | 0.79% | 16,139 | 788 | 5.1% | $29.17万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $578.02万 | 0.77% | 39,029 | 161 | 0.4% | $2.38万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $549.49万 | 0.73% | 31,508 | 741 | 2.4% | $12.92万 | 加仓 |
| FHLC | FIDELITY COVINGTON TRUST | $514.90万 | 0.68% | 73,181 | -212,305 | -74.4% | -$1,493.77万 | 减仓 |
| IBDR | ISHARES TR | $408.63万 | 0.54% | 168,578 | 6,700 | 4.1% | $16.24万 | 加仓 |
| IJH | ISHARES TR | $392.56万 | 0.52% | 58,132 | 21 | 0.0% | $1,418 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $301.66万 | 0.40% | 10,255 | -284 | -2.7% | -$8.35万 | 减仓 |
| — | EXXON MOBIL CORP | $298.33万 | 0.40% | 17,584 | 554 | 3.3% | $9.40万 | 加仓 |
| CAT | CATERPILLAR INC | $288.41万 | 0.38% | 4,071 | -248 | -5.7% | -$17.57万 | 减仓 |
| WMT | WALMART INC | $287.61万 | 0.38% | 23,142 | 656 | 2.9% | $8.15万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $282.83万 | 0.37% | 8,816 | 93 | 1.1% | $2.98万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $270.62万 | 0.36% | 11,071 | 313 | 2.9% | $7.65万 | 加仓 |
| IJR | ISHARES TR | $265.67万 | 0.35% | 21,371 | -1,768 | -7.6% | -$21.98万 | 减仓 |
| META | META PLATFORMS INC | $263.14万 | 0.35% | 4,599 | -154 | -3.2% | -$8.81万 | 减仓 |
| ABBV | ABBVIE INC | $260.71万 | 0.35% | 11,987 | 258 | 2.2% | $5.61万 | 加仓 |
| IBDS | ISHARES TR | $252.98万 | 0.34% | 104,366 | 7,442 | 7.7% | $18.04万 | 加仓 |
| AMZN | AMAZON COM INC | $249.26万 | 0.33% | 11,968 | 481 | 4.2% | $10.02万 | 加仓 |
| IVV | ISHARES TR | $240.93万 | 0.32% | 3,688 | 2 | 0.1% | $1,307 | 加仓 |
| AMAT | APPLIED MATLS INC | $234.84万 | 0.31% | 6,871 | 223 | 3.4% | $7.62万 | 加仓 |
| IBDY | ISHARES TR | $231.14万 | 0.31% | 89,418 | 2,507 | 2.9% | $6.48万 | 加仓 |
| AVGO | BROADCOM INC | $227.57万 | 0.30% | 7,353 | 171 | 2.4% | $5.29万 | 加仓 |
| IBDT | ISHARES TR | $222.76万 | 0.29% | 87,944 | 8,133 | 10.2% | $20.60万 | 加仓 |
| ITOT | ISHARES TR | $220.48万 | 0.29% | 15,480 | 0 | 0.0% | — | 不变 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $214.10万 | 0.28% | 78,857 | 3,801 | 5.1% | $10.32万 | 加仓 |
| IWD | ISHARES TR | $198.80万 | 0.26% | 9,304 | -436 | -4.5% | -$9.32万 | 减仓 |
| CSCO | CISCO SYS INC | $198.50万 | 0.26% | 25,583 | 646 | 2.6% | $5.01万 | 加仓 |
| SDY | SPDR SERIES TRUST | $197.31万 | 0.26% | 13,520 | 40 | 0.3% | $5,838 | 加仓 |
| PG | PROCTER & GAMBLE CO | $190.97万 | 0.25% | 13,222 | 379 | 3.0% | $5.47万 | 加仓 |
| IVW | ISHARES TR | $186.65万 | 0.25% | 16,501 | 1 | 0.0% | $113 | 加仓 |
| TSLA | TESLA INC | $179.05万 | 0.24% | 4,816 | 28 | 0.6% | $1.04万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $169.92万 | 0.23% | 7,821 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $165.66万 | 0.22% | 1,850 | 84 | 4.8% | $7.52万 | 加仓 |
| MRK | MERCK & CO INC | $159.78万 | 0.21% | 13,283 | 416 | 3.2% | $5.00万 | 加仓 |
| FFLG | FIDELITY COVINGTON TRUST | $156.50万 | 0.21% | 56,274 | -71 | -0.1% | -$1,975 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $154.96万 | 0.21% | 31,060 | 3,349 | 12.1% | $16.71万 | 加仓 |
| FBCG | FIDELITY COVINGTON TRUST | $153.77万 | 0.20% | 30,681 | -25 | -0.1% | -$1,253 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $153.66万 | 0.20% | 3,207 | 395 | 14.0% | $18.93万 | 加仓 |
| IBDW | ISHARES TR | $153.35万 | 0.20% | 73,269 | 4,239 | 6.1% | $8.87万 | 加仓 |
| IBDU | ISHARES TR | $152.85万 | 0.20% | 65,713 | 6,556 | 11.1% | $15.25万 | 加仓 |
| MET | METLIFE INC | $152.17万 | 0.20% | 21,518 | 671 | 3.2% | $4.75万 | 加仓 |
| BAC | BANK AMERICA CORP | $151.60万 | 0.20% | 31,096 | 746 | 2.5% | $3.64万 | 加仓 |
| HD | HOME DEPOT INC | $150.63万 | 0.20% | 4,580 | 171 | 3.9% | $5.62万 | 加仓 |
| IGEB | ISHARES TR | $141.59万 | 0.19% | 31,423 | -261,184 | -89.3% | -$1,176.90万 | 减仓 |
| KO | COCA COLA CO | $140.43万 | 0.19% | 18,466 | 477 | 2.7% | $3.63万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $140.09万 | 0.19% | 45,662 | 1,804 | 4.1% | $5.53万 | 加仓 |
| MCD | MCDONALDS CORP | $137.37万 | 0.18% | 4,420 | 138 | 3.2% | $4.29万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $133.57万 | 0.18% | 3,892 | 200 | 5.4% | $6.86万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $132.32万 | 0.18% | 11,430 | 36 | 0.3% | $4,168 | 加仓 |
| IBDX | ISHARES TR | $124.90万 | 0.17% | 49,426 | 2,978 | 6.4% | $7.53万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $123.66万 | 0.16% | 7,479 | 320 | 4.5% | $5.29万 | 加仓 |
| PEP | PEPSICO INC | $120.04万 | 0.16% | 7,730 | 287 | 3.9% | $4.46万 | 加仓 |
| COP | CONOCOPHILLIPS | $119.15万 | 0.16% | 9,027 | 1,031 | 12.9% | $13.61万 | 加仓 |
| WFC | WELLS FARGO & CO | $116.19万 | 0.15% | 14,594 | 535 | 3.8% | $4.26万 | 加仓 |
| CSX | CSX CORP | $112.32万 | 0.15% | 27,361 | 4,201 | 18.1% | $17.25万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $112.22万 | 0.15% | 9,460 | 500 | 5.6% | $5.93万 | 加仓 |
| BLK | BLACKROCK INC | $110.60万 | 0.15% | 1,150 | 54 | 4.9% | $5.19万 | 加仓 |
| EME | EMCOR GROUP INC | $109.40万 | 0.14% | 1,482 | -42 | -2.8% | -$3.10万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $104.31万 | 0.14% | 4,303 | 597 | 16.1% | $14.47万 | 加仓 |
| IEFA | ISHARES TR | $103.25万 | 0.14% | 11,405 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $102.66万 | 0.14% | 1,116 | -30 | -2.6% | -$2.76万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $99.67万 | 0.13% | 10,203 | 698 | 7.3% | $6.82万 | 加仓 |
| IBDV | ISHARES TR | $99.30万 | 0.13% | 45,361 | 6,908 | 18.0% | $15.12万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $99.22万 | 0.13% | 19,765 | 1,622 | 8.9% | $8.14万 | 加仓 |
| IWV | ISHARES TR | $95.64万 | 0.13% | 2,580 | -2,592 | -50.1% | -$96.08万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $95.20万 | 0.13% | 28,393 | 4,938 | 21.1% | $16.56万 | 加仓 |
| IVE | ISHARES TR | $94.43万 | 0.13% | 4,472 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. | $92.07万 | 0.12% | 6,966 | 241 | 3.6% | $3.19万 | 加仓 |
| USB | US BANCORP | $92.00万 | 0.12% | 17,689 | 985 | 5.9% | $5.12万 | 加仓 |
| SO | SOUTHERN CO | $91.50万 | 0.12% | 9,480 | 394 | 4.3% | $3.80万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $91.31万 | 0.12% | 19,898 | 6 | 0.0% | $275 | 加仓 |
| T | AT&T INC | $90.33万 | 0.12% | 31,158 | 3,858 | 14.1% | $11.18万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $84.12万 | 0.11% | 8,194 | -715 | -8.0% | -$7.34万 | 减仓 |
| WPC | WP CAREY INC | $83.00万 | 0.11% | 12,212 | 520 | 4.4% | $3.53万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $80.76万 | 0.11% | 2,670 | 1 | 0.0% | $302 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $80.61万 | 0.11% | 6,149 | 117 | 1.9% | $1.53万 | 加仓 |
| CVX | CHEVRON CORPORATION | $78.42万 | 0.10% | 3,790 | 112 | 3.0% | $2.32万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $74.30万 | 0.10% | 5,079 | 20 | 0.4% | $2,926 | 加仓 |
| VHT | VANGUARD WORLD FD | $74.10万 | 0.10% | 2,721 | -317 | -10.4% | -$8.63万 | 减仓 |
| QCOM | QUALCOMM INC | $66.84万 | 0.09% | 5,190 | 208 | 4.2% | $2.68万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $66.62万 | 0.09% | 3,153 | -55 | -1.7% | -$1.16万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $66.30万 | 0.09% | 4,902 | -509 | -9.4% | -$6.88万 | 减仓 |
| NIC | NICOLET BANKSHARES INC | $66.27万 | 0.09% | 4,459 | 353 | 8.6% | $5.25万 | 加仓 |