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 |
|---|---|---|---|---|---|---|---|---|
| AVGO | BROADCOM INC | $1,272.57万 | 5.53% | 41,115 | -1,992 | -4.6% | -$61.66万 | 减仓 |
| MSFT | MICROSOFT CORP | $824.60万 | 3.59% | 22,276 | -54 | -0.2% | -$2.00万 | 减仓 |
| TJX | TJX COS INC NEW | $707.76万 | 3.08% | 44,318 | -877 | -1.9% | -$14.01万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $680.19万 | 2.96% | 33,510 | -997 | -2.9% | -$20.24万 | 减仓 |
| IVV | ISHARES TR | $586.13万 | 2.55% | 8,973 | -57 | -0.6% | -$3.72万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $579.71万 | 2.52% | 19,875 | 525 | 2.7% | $15.31万 | 加仓 |
| GOOGL | ALPHABET INC | $566.28万 | 2.46% | 19,692 | 682 | 3.6% | $19.61万 | 加仓 |
| AZO | AUTOZONE INC | $563.08万 | 2.45% | 1,667 | -60 | -3.5% | -$20.27万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $548.93万 | 2.39% | 5,509 | 38 | 0.7% | $3.79万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $543.28万 | 2.36% | 10,873 | -240 | -2.2% | -$11.99万 | 减仓 |
| RTX | RTX CORPORATION | $530.01万 | 2.30% | 27,476 | 623 | 2.3% | $12.02万 | 加仓 |
| IJH | ISHARES TR | $469.89万 | 2.04% | 69,581 | -7,891 | -10.2% | -$53.29万 | 减仓 |
| CVX | CHEVRON CORPORATION | $460.15万 | 2.00% | 22,240 | 510 | 2.3% | $10.55万 | 加仓 |
| GOOG | ALPHABET INC | $454.87万 | 1.98% | 15,857 | -886 | -5.3% | -$25.42万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $445.42万 | 1.94% | 15,142 | 950 | 6.7% | $27.95万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $409.74万 | 1.78% | 8,336 | 350 | 4.4% | $17.20万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $384.63万 | 1.67% | 26,629 | 313 | 1.2% | $4.52万 | 加仓 |
| AAPL | APPLE INC | $372.12万 | 1.62% | 14,662 | 406 | 2.8% | $10.30万 | 加仓 |
| EFA | ISHARES TR | $325.40万 | 1.41% | 33,501 | -648 | -1.9% | -$6.29万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $312.70万 | 1.36% | 12,479 | 714 | 6.1% | $17.89万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $298.24万 | 1.30% | 6,679 | 442 | 7.1% | $19.74万 | 加仓 |
| AMZN | AMAZON COM INC | $293.79万 | 1.28% | 14,106 | 764 | 5.7% | $15.91万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $286.24万 | 1.24% | 17,854 | 1,088 | 6.5% | $17.44万 | 加仓 |
| SLV | ISHARES SILVER TR | $267.45万 | 1.16% | 39,250 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $265.57万 | 1.15% | 7,425 | 450 | 6.5% | $16.10万 | 加仓 |
| META | META PLATFORMS INC | $265.30万 | 1.15% | 4,637 | 355 | 8.3% | $20.31万 | 加仓 |
| EMXC | ISHARES INC | $234.08万 | 1.02% | 29,758 | 7,488 | 33.6% | $58.90万 | 加仓 |
| VB | VANGUARD INDEX FDS | $228.63万 | 0.99% | 8,729 | 787 | 9.9% | $20.61万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $223.34万 | 0.97% | 11,345 | -125 | -1.1% | -$2.46万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $221.72万 | 0.96% | 13,509 | 2,327 | 20.8% | $38.19万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $220.66万 | 0.96% | 23,757 | 15,987 | 205.8% | $148.49万 | 加仓 |
| NFLX | NETFLIX INC. | $209.72万 | 0.91% | 21,812 | 21,812 | — | $209.72万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $206.46万 | 0.90% | 3,455 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $190.67万 | 0.83% | 10,933 | 588 | 5.7% | $10.25万 | 加仓 |
| GEV | GE VERNOVA INC | $190.20万 | 0.83% | 2,179 | 213 | 10.8% | $18.59万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $186.91万 | 0.81% | 4,485 | 257 | 6.1% | $10.71万 | 加仓 |
| LLY | ELI LILLY & CO | $185.24万 | 0.81% | 2,014 | 1,448 | 255.8% | $133.18万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $182.33万 | 0.79% | 6,027 | 10 | 0.2% | $3,025 | 加仓 |
| — | EXXON MOBIL CORP | $180.23万 | 0.78% | 10,623 | 2,712 | 34.3% | $46.01万 | 加仓 |
| IEUR | ISHARES TR | $174.85万 | 0.76% | 24,883 | 425 | 1.7% | $2.99万 | 加仓 |
| IPAC | ISHARES TR | $169.29万 | 0.74% | 22,127 | 3,808 | 20.8% | $29.14万 | 加仓 |
| ABBV | ABBVIE INC | $169.11万 | 0.74% | 7,775 | 750 | 10.7% | $16.31万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $160.28万 | 0.70% | 25,013 | 540 | 2.2% | $3.46万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $159.58万 | 0.69% | 8,315 | -1,409 | -14.5% | -$27.04万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $155.95万 | 0.68% | 6,380 | 858 | 15.5% | $20.97万 | 加仓 |
| VLO | VALERO ENERGY CORP | $149.83万 | 0.65% | 6,064 | 320 | 5.6% | $7.91万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $149.58万 | 0.65% | 18,679 | -7,703 | -29.2% | -$61.69万 | 减仓 |
| PEP | PEPSICO INC | $149.06万 | 0.65% | 9,599 | 996 | 11.6% | $15.47万 | 加仓 |
| GDX | VANECK ETF TRUST | $144.49万 | 0.63% | 15,745 | -2,058 | -11.6% | -$18.89万 | 减仓 |
| V | VISA INC | $141.21万 | 0.61% | 4,672 | 532 | 12.9% | $16.08万 | 加仓 |
| CSPF | COHEN & STEERS ETF TRUST | $138.76万 | 0.60% | 54,131 | 10,947 | 25.3% | $28.06万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $135.65万 | 0.59% | 23,932 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $129.75万 | 0.56% | 3,967 | 643 | 19.3% | $21.03万 | 加仓 |
| MRK | MERCK & CO INC | $122.46万 | 0.53% | 10,180 | 930 | 10.1% | $11.19万 | 加仓 |
| DE | DEERE & CO | $122.24万 | 0.53% | 2,170 | 675 | 45.2% | $38.02万 | 加仓 |
| BAC | BANK AMERICA CORP | $110.33万 | 0.48% | 22,631 | 2,655 | 13.3% | $12.94万 | 加仓 |
| LOW | LOWES COS INC | $106.11万 | 0.46% | 4,491 | 956 | 27.0% | $22.59万 | 加仓 |
| NVO | NOVO-NORDISK A S | $105.08万 | 0.46% | 28,592 | -34,167 | -54.4% | -$125.56万 | 减仓 |
| CIEN | CIENA CORP | $100.78万 | 0.44% | 2,596 | 96 | 3.8% | $3.73万 | 加仓 |
| QCOM | QUALCOMM INC | $99.29万 | 0.43% | 7,710 | 1,713 | 28.6% | $22.06万 | 加仓 |
| EFX | EQUIFAX INC | $99.04万 | 0.43% | 5,500 | -300 | -5.2% | -$5.40万 | 减仓 |
| CRM | SALESFORCE INC | $92.55万 | 0.40% | 4,958 | 1,453 | 41.5% | $27.12万 | 加仓 |
| PSX | PHILLIPS 66 | $91.60万 | 0.40% | 5,028 | 430 | 9.4% | $7.83万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $90.98万 | 0.40% | 4,600 | -13,958 | -75.2% | -$276.08万 | 减仓 |
| ZTS | ZOETIS INC | $85.18万 | 0.37% | 7,206 | 2,102 | 41.2% | $24.85万 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $82.64万 | 0.36% | 12,500 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $81.52万 | 0.35% | 2,385 | -100 | -4.0% | -$3.42万 | 减仓 |
| CSCO | CISCO SYS INC | $80.45万 | 0.35% | 10,369 | 675 | 7.0% | $5.24万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $79.69万 | 0.35% | 1,663 | 107 | 6.9% | $5.13万 | 加仓 |
| IJR | ISHARES TR | $75.94万 | 0.33% | 6,108 | 113 | 1.9% | $1.40万 | 加仓 |
| MS | MORGAN STANLEY | $75.82万 | 0.33% | 4,607 | 540 | 13.3% | $8.89万 | 加仓 |
| PFE | PFIZER INC | $73.71万 | 0.32% | 26,249 | 4,665 | 21.6% | $13.10万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.31% | 1 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $69.81万 | 0.30% | 13,906 | 2,032 | 17.1% | $10.20万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $69.44万 | 0.30% | 6,763 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $69.26万 | 0.30% | 2,159 | 0 | 0.0% | — | 不变 |
| MPWR | MONOLITHIC PWR SYS INC | $68.44万 | 0.30% | 626 | -54 | -7.9% | -$5.90万 | 减仓 |
| ORCL | ORACLE CORP | $67.20万 | 0.29% | 4,568 | 343 | 8.1% | $5.05万 | 加仓 |
| NEM | NEWMONT CORP | $65.87万 | 0.29% | 6,085 | -4,193 | -40.8% | -$45.39万 | 减仓 |
| SYY | SYSCO CORP | $63.21万 | 0.27% | 8,861 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $62.23万 | 0.27% | 10,261 | 2,075 | 25.3% | $12.58万 | 加仓 |
| HD | HOME DEPOT INC | $61.68万 | 0.27% | 1,875 | 166 | 9.7% | $5.46万 | 加仓 |
| RVT | ROYCE SMALL CAP TRUST INC | $61.45万 | 0.27% | 37,020 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $60.89万 | 0.26% | 4,819 | 1,405 | 41.2% | $17.75万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $60.78万 | 0.26% | 18,128 | 4,500 | 33.0% | $15.09万 | 加仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $56.58万 | 0.25% | 23,884 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $55.51万 | 0.24% | 1,786 | 174 | 10.8% | $5.41万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $55.43万 | 0.24% | 10,256 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $54.97万 | 0.24% | 5,695 | 1,365 | 31.5% | $13.17万 | 加仓 |
| KRE | SPDR SERIES TRUST | $54.93万 | 0.24% | 8,431 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $53.73万 | 0.23% | 1,590 | 21 | 1.3% | $7,097 | 加仓 |
| DHR | DANAHER CORP DEL | $53.43万 | 0.23% | 2,818 | -1,010 | -26.4% | -$19.15万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $53.41万 | 0.23% | 2,500 | 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 |
| VYMI | VANGUARD WHITEHALL FDS | $49.74万 | 0.22% | 5,278 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $48.10万 | 0.21% | 3,870 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC | $48.00万 | 0.21% | 1,080 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $47.50万 | 0.21% | 10,350 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $45.12万 | 0.20% | 1,572 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $43.39万 | 0.19% | 1,209 | 545 | 82.1% | $19.56万 | 加仓 |