MCCARTER PRIVATE WEALTH SERVICES LLC
Boston MA · SEC CIK 0002036922
$2.30亿2026Q1 申报市值
171持仓数
29.9%前十大占比 · 第一大 5.5%
23 / 5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
NFLX 新建仓+$209.72万
NEE 加仓+$148.49万
LLY 加仓+$133.18万
EMXC 加仓+$58.90万
EXXON MOBIL CORP 加仓+$46.01万
2026Q1 卖出最多 按季末市值估算
FANG 减仓-$276.08万
NVO 减仓-$125.56万
EW 减仓-$61.69万
AVGO 减仓-$61.66万
RDDT 清仓-$54.48万
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 |
|---|---|---|---|---|---|---|---|---|
| RDDT | REDDIT INC | $0 | 0.00% | 0 | -2,370 | -100.0% | -$54.48万 | 清仓 |
| — | PUTNAM ETF TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ACGL | ARCH CAP GROUP LTD | $0 | 0.00% | 0 | -4,411 | -100.0% | -$42.31万 | 清仓 |
| SOFI | SOFI TECHNOLOGIES INC | $0 | 0.00% | 0 | -12,276 | -100.0% | -$32.14万 | 清仓 |
| LNG | CHENIERE ENERGY INC | $0 | 0.00% | 0 | -1,612 | -100.0% | -$31.34万 | 清仓 |
| FIS | FIDELITY NATL INFORMATION SV | $0 | 0.00% | 0 | -4,200 | -100.0% | -$27.91万 | 清仓 |
| — | TOTAL RETURN SECURITIES FUND | $8.57万 | 0.04% | 14,458 | 0 | 0.0% | — | 不变 |
| ETV | EATON VANCE TAX-MANAGED BUY- | $18.26万 | 0.08% | 13,360 | -10,664 | -44.4% | -$14.58万 | 减仓 |
| SM | SM ENERGY COMPANY | $20.16万 | 0.09% | 6,466 | 6,466 | — | $20.16万 | 新建仓 |
| BNY | BANK NEW YORK MELLON CORP | $20.46万 | 0.09% | 1,725 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BANCORP | $20.49万 | 0.09% | 4,411 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $21.30万 | 0.09% | 1,528 | 1,528 | — | $21.30万 | 新建仓 |
| MO | ALTRIA GROUP INC | $22.24万 | 0.10% | 3,370 | 3,370 | — | $22.24万 | 新建仓 |
| EMR | EMERSON ELEC CO | $22.33万 | 0.10% | 1,704 | 1,704 | — | $22.33万 | 新建仓 |
| GWW | WW GRAINGER INC | $22.36万 | 0.10% | 205 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $22.38万 | 0.10% | 636 | 636 | — | $22.38万 | 新建仓 |
| NUSC | NUSHARES ETF TR | $22.91万 | 0.10% | 5,084 | 5,084 | — | $22.91万 | 新建仓 |
| SIL | GLOBAL X FDS | $22.97万 | 0.10% | 2,550 | -1,300 | -33.8% | -$11.71万 | 减仓 |
| PKG | PACKAGING CORP AMER | $23.00万 | 0.10% | 1,084 | 1,084 | — | $23.00万 | 新建仓 |
| CAT | CATERPILLAR INC | $23.45万 | 0.10% | 331 | 331 | — | $23.45万 | 新建仓 |
| BIZD | VANECK ETF TRUST | $23.76万 | 0.10% | 18,563 | 0 | 0.0% | — | 不变 |
| VSGX | VANGUARD WORLD FD | $23.77万 | 0.10% | 3,314 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICALS | $23.87万 | 0.10% | 309 | 47 | 17.9% | $3.63万 | 加仓 |
| CMI | CUMMINS INC | $24.05万 | 0.10% | 447 | 447 | — | $24.05万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $24.14万 | 0.10% | 1,323 | 429 | 48.0% | $7.83万 | 加仓 |
| DIS | DISNEY WALT CO | $24.20万 | 0.11% | 2,510 | -2,845 | -53.1% | -$27.43万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $24.23万 | 0.11% | 7,899 | 7,899 | — | $24.23万 | 新建仓 |
| SPGM | SPDR INDEX SHS FDS | $24.80万 | 0.11% | 3,275 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $24.90万 | 0.11% | 1,224 | 1,224 | — | $24.90万 | 新建仓 |
| FDX | FEDEX CORP | $25.11万 | 0.11% | 705 | 705 | — | $25.11万 | 新建仓 |
| SNDK | SANDISK CORP | $25.41万 | 0.11% | 400 | 400 | — | $25.41万 | 新建仓 |
| PCAR | PACCAR INC | $25.99万 | 0.11% | 2,250 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECHNOLOGIES INC | $26.20万 | 0.11% | 2,299 | 2,299 | — | $26.20万 | 新建仓 |
| COP | CONOCOPHILLIPS | $26.93万 | 0.12% | 2,040 | 2,040 | — | $26.93万 | 新建仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $27.10万 | 0.12% | 2,360 | 2,360 | — | $27.10万 | 新建仓 |
| UNP | UNION PAC CORP | $27.22万 | 0.12% | 1,122 | 250 | 28.7% | $6.07万 | 加仓 |
| IJK | ISHARES TR | $27.30万 | 0.12% | 2,713 | 0 | 0.0% | — | 不变 |
| BG | BUNGE GLOBAL SA | $27.50万 | 0.12% | 2,162 | 2,162 | — | $27.50万 | 新建仓 |
| BABA | ALIBABA GROUP HLDG LTD | $27.69万 | 0.12% | 2,207 | -93 | -4.0% | -$1.17万 | 减仓 |
| SEB | SEABOARD CORP DEL | $28.27万 | 0.12% | 50 | 0 | 0.0% | — | 不变 |
| DMXF | ISHARES TR | $28.49万 | 0.12% | 3,776 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS CO | $28.55万 | 0.12% | 2,700 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $28.75万 | 0.13% | 580 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $28.96万 | 0.13% | 3,123 | 0 | 0.0% | — | 不变 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $30.06万 | 0.13% | 6,391 | -2,096 | -24.7% | -$9.86万 | 减仓 |
| PWR | QUANTA SVCS INC | $30.25万 | 0.13% | 551 | 551 | — | $30.25万 | 新建仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $31.38万 | 0.14% | 1,459 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $31.40万 | 0.14% | 7,650 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE CORP NEW | $32.05万 | 0.14% | 4,423 | -157 | -3.4% | -$1.14万 | 减仓 |
| — | ISHARES TR | $32.14万 | 0.14% | 6,718 | 1,250 | 22.9% | $5.98万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $32.29万 | 0.14% | 1,332 | 13 | 1.0% | $3,151 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $32.46万 | 0.14% | 1,200 | 0 | 0.0% | — | 不变 |
| ESGV | VANGUARD WORLD FD | $32.95万 | 0.14% | 2,935 | -1,665 | -36.2% | -$18.69万 | 减仓 |
| BX | BLACKSTONE INC | $33.30万 | 0.14% | 2,896 | 44 | 1.5% | $5,060 | 加仓 |
| CVS | CVS HEALTH CORP | $33.48万 | 0.15% | 4,661 | 670 | 16.8% | $4.81万 | 加仓 |
| MDT | MEDTRONIC PLC | $33.82万 | 0.15% | 3,903 | 695 | 21.7% | $6.02万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $34.48万 | 0.15% | 4,975 | 4,975 | — | $34.48万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $34.63万 | 0.15% | 5,891 | 5,891 | — | $34.63万 | 新建仓 |
| SJM | SMUCKER J M CO | $35.08万 | 0.15% | 3,638 | 665 | 22.4% | $6.41万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $35.33万 | 0.15% | 5,468 | 1,111 | 25.5% | $7.18万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $36.04万 | 0.16% | 1,050 | -37 | -3.4% | -$1.27万 | 减仓 |
| TXT | TEXTRON INC | $36.06万 | 0.16% | 4,118 | 4,118 | — | $36.06万 | 新建仓 |
| — | NEOS ETF TRUST | $36.34万 | 0.16% | 7,091 | -62 | -0.9% | -$3,177 | 减仓 |
| DHI | D R HORTON INC | $36.39万 | 0.16% | 2,652 | 2,652 | — | $36.39万 | 新建仓 |
| ADSK | AUTODESK INC | $36.82万 | 0.16% | 1,538 | 130 | 9.2% | $3.11万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $37.40万 | 0.16% | 5,114 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $37.66万 | 0.16% | 3,253 | 7 | 0.2% | $810 | 加仓 |
| NPO | ENPRO INC | $38.35万 | 0.17% | 1,530 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $38.60万 | 0.17% | 1,680 | 356 | 26.9% | $8.18万 | 加仓 |
| CME | CME GROUP INC | $38.96万 | 0.17% | 1,319 | 265 | 25.1% | $7.83万 | 加仓 |
| GLD | SPDR GOLD TR | $39.29万 | 0.17% | 913 | 25 | 2.8% | $1.08万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $39.89万 | 0.17% | 1,917 | 649 | 51.2% | $13.51万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $40.14万 | 0.17% | 13,981 | 50 | 0.4% | $1,436 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $40.35万 | 0.18% | 4,734 | -250 | -5.0% | -$2.13万 | 减仓 |
| XJH | ISHARES TR | $40.71万 | 0.18% | 8,972 | 1,200 | 15.4% | $5.44万 | 加仓 |
| — | CALAMOS LNG SHR EQT DYNAMIC | $42.05万 | 0.18% | 30,991 | -1,650 | -5.1% | -$2.24万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $42.30万 | 0.18% | 500 | -100 | -16.7% | -$8.46万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $43.39万 | 0.19% | 1,209 | 545 | 82.1% | $19.56万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $45.12万 | 0.20% | 1,572 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $47.50万 | 0.21% | 10,350 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC | $48.00万 | 0.21% | 1,080 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $48.10万 | 0.21% | 3,870 | 0 | 0.0% | — | 不变 |
| VYMI | VANGUARD WHITEHALL FDS | $49.74万 | 0.22% | 5,278 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $50.98万 | 0.22% | 8,844 | 1,025 | 13.1% | $5.91万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $53.41万 | 0.23% | 2,500 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $53.43万 | 0.23% | 2,818 | -1,010 | -26.4% | -$19.15万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $53.73万 | 0.23% | 1,590 | 21 | 1.3% | $7,097 | 加仓 |
| KRE | SPDR SERIES TRUST | $54.93万 | 0.24% | 8,431 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $54.97万 | 0.24% | 5,695 | 1,365 | 31.5% | $13.17万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $55.43万 | 0.24% | 10,256 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $55.51万 | 0.24% | 1,786 | 174 | 10.8% | $5.41万 | 加仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $56.58万 | 0.25% | 23,884 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $60.78万 | 0.26% | 18,128 | 4,500 | 33.0% | $15.09万 | 加仓 |
| APH | AMPHENOL CORP | $60.89万 | 0.26% | 4,819 | 1,405 | 41.2% | $17.75万 | 加仓 |
| RVT | ROYCE SMALL CAP TRUST INC | $61.45万 | 0.27% | 37,020 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $61.68万 | 0.27% | 1,875 | 166 | 9.7% | $5.46万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $62.23万 | 0.27% | 10,261 | 2,075 | 25.3% | $12.58万 | 加仓 |
| SYY | SYSCO CORP | $63.21万 | 0.27% | 8,861 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $65.87万 | 0.29% | 6,085 | -4,193 | -40.8% | -$45.39万 | 减仓 |
| ORCL | ORACLE CORP | $67.20万 | 0.29% | 4,568 | 343 | 8.1% | $5.05万 | 加仓 |