MCCARTER PRIVATE WEALTH SERVICES LLC
Boston MA · SEC CIK 0002036922
$2.90亿2026Q2 申报市值
179持仓数
25.4%前十大占比 · 第一大 5.0%
34 / 27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
FBND 新建仓+$783.79万
AGG 新建仓+$489.73万
EVLN 新建仓+$464.32万
SPDW 新建仓+$452.90万
GOVT 新建仓+$443.68万
2026Q2 卖出最多 按季末市值估算
DELL 减仓-$102.56万
AVGO 减仓-$90.66万
ZTS 清仓-$85.18万
EFA 减仓-$71.56万
MPWR 清仓-$68.44万
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 |
|---|---|---|---|---|---|---|---|---|
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -7,206 | -100.0% | -$85.18万 | 清仓 |
| MPWR | MONOLITHIC PWR SYS INC | $0 | 0.00% | 0 | -626 | -100.0% | -$68.44万 | 清仓 |
| RVT | ROYCE SMALL CAP TRUST INC | $0 | 0.00% | 0 | -37,020 | -100.0% | -$61.45万 | 清仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $0 | 0.00% | 0 | -23,884 | -100.0% | -$56.58万 | 清仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -10,256 | -100.0% | -$55.43万 | 清仓 |
| KRE | SPDR SERIES TRUST | $0 | 0.00% | 0 | -8,431 | -100.0% | -$54.93万 | 清仓 |
| XLU | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -10,350 | -100.0% | -$47.50万 | 清仓 |
| — | CALAMOS LNG SHR EQT DYNAMIC | $0 | 0.00% | 0 | -30,991 | -100.0% | -$42.05万 | 清仓 |
| ADSK | AUTODESK INC | $0 | 0.00% | 0 | -1,538 | -100.0% | -$36.82万 | 清仓 |
| DHI | D R HORTON INC | $0 | 0.00% | 0 | -2,652 | -100.0% | -$36.39万 | 清仓 |
| ESGV | VANGUARD WORLD FD | $0 | 0.00% | 0 | -2,935 | -100.0% | -$32.95万 | 清仓 |
| DMXF | ISHARES TR | $0 | 0.00% | 0 | -3,776 | -100.0% | -$28.49万 | 清仓 |
| A | AGILENT TECHNOLOGIES INC | $0 | 0.00% | 0 | -2,299 | -100.0% | -$26.20万 | 清仓 |
| FDX | FEDEX CORP | $0 | 0.00% | 0 | -705 | -100.0% | -$25.11万 | 清仓 |
| AMD | ADVANCED MICRO DEVICES INC | $0 | 0.00% | 0 | -1,224 | -100.0% | -$24.90万 | 清仓 |
| SCHD | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -7,899 | -100.0% | -$24.23万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -2,510 | -100.0% | -$24.20万 | 清仓 |
| REGN | REGENERON PHARMACEUTICALS | $0 | 0.00% | 0 | -309 | -100.0% | -$23.87万 | 清仓 |
| BIZD | VANECK ETF TRUST | $0 | 0.00% | 0 | -18,563 | -100.0% | -$23.76万 | 清仓 |
| PKG | PACKAGING CORP AMER | $0 | 0.00% | 0 | -1,084 | -100.0% | -$23.00万 | 清仓 |
| SIL | GLOBAL X FDS | $0 | 0.00% | 0 | -2,550 | -100.0% | -$22.97万 | 清仓 |
| NUSC | NUSHARES ETF TR | $0 | 0.00% | 0 | -5,084 | -100.0% | -$22.91万 | 清仓 |
| AMGN | AMGEN INC | $0 | 0.00% | 0 | -636 | -100.0% | -$22.38万 | 清仓 |
| EMR | EMERSON ELEC CO | $0 | 0.00% | 0 | -1,704 | -100.0% | -$22.33万 | 清仓 |
| MO | ALTRIA GROUP INC | $0 | 0.00% | 0 | -3,370 | -100.0% | -$22.24万 | 清仓 |
| GILD | GILEAD SCIENCES INC | $0 | 0.00% | 0 | -1,528 | -100.0% | -$21.30万 | 清仓 |
| SM | SM ENERGY COMPANY | $0 | 0.00% | 0 | -6,466 | -100.0% | -$20.16万 | 清仓 |
| — | TOTAL RETURN SECURITIES FUND | $8.59万 | 0.03% | 14,458 | 0 | 0.0% | — | 不变 |
| CRD/A | CRAWFORD & CO | $12.34万 | 0.04% | 10,948 | 10,948 | — | $12.34万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $20.49万 | 0.07% | 278 | 278 | — | $20.49万 | 新建仓 |
| IJJ | ISHARES TR | $20.68万 | 0.07% | 1,400 | 1,400 | — | $20.68万 | 新建仓 |
| LIN | LINDE PLC | $20.81万 | 0.07% | 401 | -179 | -30.9% | -$9.29万 | 减仓 |
| BG | BUNGE GLOBAL SA | $20.81万 | 0.07% | 1,950 | -212 | -9.8% | -$2.26万 | 减仓 |
| GE | GE AEROSPACE | $20.82万 | 0.07% | 557 | 557 | — | $20.82万 | 新建仓 |
| NET | CLOUDFLARE INC | $20.90万 | 0.07% | 852 | 852 | — | $20.90万 | 新建仓 |
| BABA | ALIBABA GROUP HLDG LTD | $21.39万 | 0.07% | 2,229 | 22 | 1.0% | $2,112 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $21.89万 | 0.08% | 2,400 | -3,068 | -56.1% | -$27.98万 | 减仓 |
| — | PUTNAM ETF TRUST | $21.91万 | 0.08% | 2,389 | -4,562 | -65.6% | -$41.83万 | 重新持有 |
| COP | CONOCOPHILLIPS | $22.25万 | 0.08% | 2,140 | 100 | 4.9% | $1.04万 | 加仓 |
| SEB | SEABOARD CORP DEL | $22.32万 | 0.08% | 50 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $22.44万 | 0.08% | 1,007 | -673 | -40.1% | -$15.00万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $22.71万 | 0.08% | 1,337 | 1,337 | — | $22.71万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $23.07万 | 0.08% | 1,150 | -173 | -13.1% | -$3.47万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $23.39万 | 0.08% | 4,150 | -261 | -5.9% | -$1.47万 | 减仓 |
| HUM | HUMANA INC | $23.59万 | 0.08% | 594 | 594 | — | $23.59万 | 新建仓 |
| — | ISHARES TR | $23.92万 | 0.08% | 4,128 | -2,590 | -38.6% | -$15.01万 | 减仓 |
| TER | TERADYNE INC | $24.19万 | 0.08% | 500 | 500 | — | $24.19万 | 新建仓 |
| CMI | CUMMINS INC | $24.68万 | 0.09% | 346 | -101 | -22.6% | -$7.20万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $24.95万 | 0.09% | 1,725 | 0 | 0.0% | — | 不变 |
| AKAM | AKAMAI TECHNOLOGIES INC | $26.01万 | 0.09% | 2,200 | -160 | -6.8% | -$1.89万 | 减仓 |
| PCAR | PACCAR INC | $27.03万 | 0.09% | 2,250 | 0 | 0.0% | — | 不变 |
| GWW | WW GRAINGER INC | $27.21万 | 0.09% | 200 | -5 | -2.4% | -$6,802 | 减仓 |
| VSGX | VANGUARD WORLD FD | $27.29万 | 0.09% | 3,314 | 0 | 0.0% | — | 不变 |
| — | EATON VANCE FLOATING RATE IN | $27.69万 | 0.10% | 25,637 | 25,637 | — | $27.69万 | 新建仓 |
| SPGM | SPDR INDEX SHS FDS | $28.06万 | 0.10% | 3,275 | 0 | 0.0% | — | 不变 |
| XJH | ISHARES TR | $28.67万 | 0.10% | 5,498 | -3,474 | -38.7% | -$18.12万 | 减仓 |
| PWR | QUANTA SVCS INC | $28.80万 | 0.10% | 400 | -151 | -27.4% | -$10.87万 | 减仓 |
| UNP | UNION PAC CORP | $29.40万 | 0.10% | 1,081 | -41 | -3.7% | -$1.12万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $29.72万 | 0.10% | 3,092 | -1,331 | -30.1% | -$12.79万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $30.11万 | 0.10% | 860 | 860 | — | $30.11万 | 新建仓 |
| USMV | ISHARES TR | $30.12万 | 0.10% | 3,123 | 0 | 0.0% | — | 不变 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $30.17万 | 0.10% | 6,261 | -130 | -2.0% | -$6,263 | 减仓 |
| CAT | CATERPILLAR INC | $31.73万 | 0.11% | 298 | -33 | -10.0% | -$3.51万 | 减仓 |
| GPC | GENUINE PARTS CO | $31.85万 | 0.11% | 2,700 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR | $31.88万 | 0.11% | 2,713 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $32.18万 | 0.11% | 650 | -559 | -46.2% | -$27.67万 | 减仓 |
| CME | CME GROUP INC | $32.20万 | 0.11% | 1,458 | 139 | 10.5% | $3.07万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $32.29万 | 0.11% | 2,765 | -488 | -15.0% | -$5.70万 | 减仓 |
| SLB | SLB LIMITED | $32.78万 | 0.11% | 7,050 | 7,050 | — | $32.78万 | 新建仓 |
| JBL | JABIL INC | $33.23万 | 0.11% | 862 | 862 | — | $33.23万 | 新建仓 |
| BX | BLACKSTONE INC | $33.50万 | 0.12% | 2,847 | -49 | -1.7% | -$5,766 | 减仓 |
| — | PUTNAM ETF TRUST | $33.81万 | 0.12% | 42,417 | 42,417 | — | $33.81万 | 新建仓 |
| GLD | SPDR GOLD TR | $33.82万 | 0.12% | 918 | 5 | 0.5% | $1,842 | 加仓 |
| BA | BOEING CO | $34.29万 | 0.12% | 1,584 | 1,584 | — | $34.29万 | 新建仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $34.52万 | 0.12% | 1,459 | 0 | 0.0% | — | 不变 |
| PULS | PGIM ETF TR | $34.59万 | 0.12% | 6,980 | 6,980 | — | $34.59万 | 新建仓 |
| IEF | ISHARES TR | $35.16万 | 0.12% | 3,717 | 3,717 | — | $35.16万 | 新建仓 |
| ETV | EATON VANCE TAX-MANAGED BUY- | $35.49万 | 0.12% | 23,852 | 10,492 | 78.5% | $15.61万 | 加仓 |
| CSX | CSX CORP | $36.36万 | 0.13% | 7,650 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $36.39万 | 0.13% | 3,969 | -765 | -16.2% | -$7.01万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $36.59万 | 0.13% | 1,301 | -31 | -2.3% | -$8,719 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $36.60万 | 0.13% | 4,887 | -227 | -4.4% | -$1.70万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $36.70万 | 0.13% | 1,036 | -14 | -1.3% | -$4,959 | 减仓 |
| — | NEOS ETF TRUST | $39.60万 | 0.14% | 7,091 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $40.15万 | 0.14% | 5,132 | 1,229 | 31.5% | $9.61万 | 加仓 |
| MCD | MCDONALDS CORP | $42.41万 | 0.15% | 1,569 | -217 | -12.2% | -$5.87万 | 减仓 |
| DHR | DANAHER CORP DEL | $43.16万 | 0.15% | 2,266 | -552 | -19.6% | -$10.51万 | 减仓 |
| WMT | WALMART INC | $43.32万 | 0.15% | 3,825 | -45 | -1.2% | -$5,097 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $43.84万 | 0.15% | 4,464 | -814 | -15.4% | -$7.99万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $44.50万 | 0.15% | 7,076 | 1,185 | 20.1% | $7.45万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $45.03万 | 0.16% | 18,341 | 4,360 | 31.2% | $10.70万 | 加仓 |
| NPO | ENPRO INC | $45.23万 | 0.16% | 1,200 | -330 | -21.6% | -$12.44万 | 减仓 |
| SHY | ISHARES TR | $46.34万 | 0.16% | 5,643 | 5,643 | — | $46.34万 | 新建仓 |
| TXT | TEXTRON INC | $46.52万 | 0.16% | 5,071 | 953 | 23.1% | $8.74万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $48.42万 | 0.17% | 1,539 | -33 | -2.1% | -$1.04万 | 减仓 |
| SJM | SMUCKER J M CO | $49.09万 | 0.17% | 4,364 | 726 | 20.0% | $8.17万 | 加仓 |
| SGOV | ISHARES TR | $49.37万 | 0.17% | 4,904 | 4,904 | — | $49.37万 | 新建仓 |
| AMP | AMERIPRISE FINL INC | $49.55万 | 0.17% | 1,080 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $50.82万 | 0.18% | 8,787 | -57 | -0.6% | -$3,297 | 减仓 |
| CVS | CVS HEALTH CORP | $55.26万 | 0.19% | 5,342 | 681 | 14.6% | $7.04万 | 加仓 |