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 |
|---|---|---|---|---|---|---|---|---|
| AVGO | BROADCOM INC | $1,462.49万 | 5.05% | 38,715 | -2,400 | -5.8% | -$90.66万 | 减仓 |
| MSFT | MICROSOFT CORP | $883.86万 | 3.05% | 23,694 | 1,418 | 6.4% | $52.90万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $783.79万 | 2.70% | 172,299 | 172,299 | — | $783.79万 | 新建仓 |
| IVV | ISHARES TR | $682.76万 | 2.36% | 9,117 | 144 | 1.6% | $10.78万 | 加仓 |
| TJX | TJX COS INC NEW | $658.37万 | 2.27% | 43,457 | -861 | -1.9% | -$13.04万 | 减仓 |
| GOOGL | ALPHABET INC | $653.36万 | 2.25% | 18,282 | -1,410 | -7.2% | -$50.39万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $598.49万 | 2.07% | 18,129 | -1,746 | -8.8% | -$57.64万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $555.20万 | 1.92% | 10,810 | -63 | -0.6% | -$3.24万 | 减仓 |
| GOOG | ALPHABET INC | $553.07万 | 1.91% | 15,653 | -204 | -1.3% | -$7.21万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $542.26万 | 1.87% | 15,901 | -1,953 | -10.9% | -$66.60万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $516.29万 | 1.78% | 33,281 | -229 | -0.7% | -$3.55万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $511.62万 | 1.77% | 15,630 | 488 | 3.2% | $15.97万 | 加仓 |
| AZO | AUTOZONE INC | $502.72万 | 1.73% | 1,573 | -94 | -5.6% | -$30.04万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $497.86万 | 1.72% | 5,322 | -187 | -3.4% | -$17.49万 | 减仓 |
| RTX | RTX CORPORATION | $496.52万 | 1.71% | 26,170 | -1,306 | -4.8% | -$24.78万 | 减仓 |
| IJH | ISHARES TR | $494.35万 | 1.71% | 64,109 | -5,472 | -7.9% | -$42.20万 | 减仓 |
| AGG | ISHARES TR | $489.73万 | 1.69% | 49,477 | 49,477 | — | $489.73万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC | $480.30万 | 1.66% | 11,132 | -2,377 | -17.6% | -$102.56万 | 减仓 |
| EVLN | MORGAN STANLEY ETF TRUST | $464.32万 | 1.60% | 95,726 | 95,726 | — | $464.32万 | 新建仓 |
| SPDW | SPDR INDEX SHS FDS | $452.90万 | 1.56% | 89,878 | 89,878 | — | $452.90万 | 新建仓 |
| GOVT | ISHARES TR | $443.68万 | 1.53% | 194,766 | 194,766 | — | $443.68万 | 新建仓 |
| FTMA | PUTNAM ETF TRUST | $439.08万 | 1.52% | 481,186 | 481,186 | — | $439.08万 | 新建仓 |
| AAPL | APPLE INC | $426.96万 | 1.47% | 14,755 | 93 | 0.6% | $2.69万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $403.04万 | 1.39% | 8,039 | -297 | -3.6% | -$14.89万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $393.00万 | 1.36% | 26,800 | 171 | 0.6% | $2.51万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $369.17万 | 1.27% | 11,026 | -1,453 | -11.6% | -$48.65万 | 减仓 |
| CVX | CHEVRON CORPORATION | $364.54万 | 1.26% | 21,992 | -248 | -1.1% | -$4.11万 | 减仓 |
| MUB | ISHARES TR | $360.00万 | 1.24% | 33,451 | 33,451 | — | $360.00万 | 新建仓 |
| AMZN | AMAZON COM INC | $357.61万 | 1.23% | 15,004 | 898 | 6.4% | $21.40万 | 加仓 |
| MUNI | PIMCO ETF TR | $344.57万 | 1.19% | 65,507 | 65,507 | — | $344.57万 | 新建仓 |
| NXPI | NXP SEMICONDUCTORS N V | $310.68万 | 1.07% | 11,055 | -290 | -2.6% | -$8.15万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $310.41万 | 1.07% | 6,249 | -430 | -6.4% | -$21.36万 | 减仓 |
| ETN | EATON CORP PLC | $302.93万 | 1.05% | 7,109 | -316 | -4.3% | -$13.47万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $300.15万 | 1.04% | 59,253 | 59,253 | — | $300.15万 | 新建仓 |
| EFA | ISHARES TR | $276.45万 | 0.95% | 26,612 | -6,889 | -20.6% | -$71.56万 | 减仓 |
| LLY | ELI LILLY & CO | $270.47万 | 0.93% | 2,255 | 241 | 12.0% | $28.91万 | 加仓 |
| EMXC | ISHARES INC | $237.65万 | 0.82% | 23,231 | -6,527 | -21.9% | -$66.77万 | 减仓 |
| META | META PLATFORMS INC | $234.55万 | 0.81% | 4,164 | -473 | -10.2% | -$26.64万 | 减仓 |
| VB | VANGUARD INDEX FDS | $233.46万 | 0.81% | 7,702 | -1,027 | -11.8% | -$31.13万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $231.66万 | 0.80% | 3,373 | -82 | -2.4% | -$5.63万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $229.81万 | 0.79% | 44,382 | 44,382 | — | $229.81万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $225.46万 | 0.78% | 11,268 | 335 | 3.1% | $6.70万 | 加仓 |
| GEV | GE VERNOVA INC | $224.16万 | 0.77% | 1,908 | -271 | -12.4% | -$31.84万 | 减仓 |
| AZN | ASTRAZENECA PLC | $218.88万 | 0.76% | 11,543 | 11,543 | — | $218.88万 | 新建仓 |
| SLV | ISHARES SILVER TR | $209.87万 | 0.72% | 39,250 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $206.78万 | 0.71% | 4,210 | -275 | -6.1% | -$13.51万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $205.78万 | 0.71% | 23,445 | -312 | -1.3% | -$2.74万 | 减仓 |
| ABBV | ABBVIE INC | $193.69万 | 0.67% | 7,697 | -78 | -1.0% | -$1.96万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $193.23万 | 0.67% | 5,712 | -315 | -5.2% | -$10.66万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $173.47万 | 0.60% | 8,153 | -162 | -1.9% | -$3.45万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $167.42万 | 0.58% | 23,497 | -1,516 | -6.1% | -$10.80万 | 减仓 |
| IEUR | ISHARES TR | $166.02万 | 0.57% | 22,086 | -2,797 | -11.2% | -$21.03万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $163.32万 | 0.56% | 18,054 | -625 | -3.3% | -$5.65万 | 减仓 |
| AMAT | APPLIED MATLS INC | $161.30万 | 0.56% | 2,231 | -154 | -6.5% | -$11.13万 | 减仓 |
| NFLX | NETFLIX INC. | $159.85万 | 0.55% | 22,388 | 576 | 2.6% | $4.11万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $157.74万 | 0.54% | 6,211 | -169 | -2.6% | -$4.29万 | 减仓 |
| VLO | VALERO ENERGY CORP | $152.83万 | 0.53% | 5,868 | -196 | -3.2% | -$5.10万 | 减仓 |
| DE | DEERE & CO | $145.32万 | 0.50% | 2,291 | 121 | 5.6% | $7.68万 | 加仓 |
| IPAC | ISHARES TR | $144.02万 | 0.50% | 17,579 | -4,548 | -20.6% | -$37.26万 | 减仓 |
| QCOM | QUALCOMM INC | $141.14万 | 0.49% | 7,638 | -72 | -0.9% | -$1.33万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $136.50万 | 0.47% | 3,150 | 650 | 26.0% | $28.17万 | 加仓 |
| MRK | MERCK & CO INC | $135.41万 | 0.47% | 10,538 | 358 | 3.5% | $4.60万 | 加仓 |
| JSCP | J P MORGAN EXCHANGE TRADED F | $135.28万 | 0.47% | 28,695 | 28,695 | — | $135.28万 | 新建仓 |
| V | VISA INC | $131.44万 | 0.45% | 3,831 | -841 | -18.0% | -$28.85万 | 减仓 |
| PEP | PEPSICO INC | $131.24万 | 0.45% | 9,693 | 94 | 1.0% | $1.27万 | 加仓 |
| NVO | NOVO-NORDISK A S | $124.97万 | 0.43% | 26,067 | -2,525 | -8.8% | -$12.10万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $123.93万 | 0.43% | 21,942 | -1,990 | -8.3% | -$11.24万 | 减仓 |
| CIEN | CIENA CORP | $122.64万 | 0.42% | 2,500 | -96 | -3.7% | -$4.71万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $122.48万 | 0.42% | 3,305 | -662 | -16.7% | -$24.53万 | 减仓 |
| — | EXXON MOBIL CORP | $117.99万 | 0.41% | 8,630 | -1,993 | -18.8% | -$27.25万 | 减仓 |
| CSPF | COHEN & STEERS ETF TRUST | $117.69万 | 0.41% | 45,125 | -9,006 | -16.6% | -$23.49万 | 减仓 |
| CSCO | CISCO SYS INC | $115.87万 | 0.40% | 9,865 | -504 | -4.9% | -$5.92万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $110.94万 | 0.38% | 2,217 | 554 | 33.3% | $27.72万 | 加仓 |
| BAC | BANK OF AMER CORP | $109.27万 | 0.38% | 19,177 | -3,454 | -15.3% | -$19.68万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $108.88万 | 0.38% | 13,000 | 13,000 | — | $108.88万 | 新建仓 |
| GDX | VANECK ETF TRUST | $104.75万 | 0.36% | 13,884 | -1,861 | -11.8% | -$14.04万 | 减仓 |
| MS | MORGAN STANLEY | $97.12万 | 0.34% | 4,646 | 39 | 0.8% | $8,153 | 加仓 |
| ORCL | ORACLE CORP | $94.35万 | 0.33% | 6,438 | 1,870 | 40.9% | $27.40万 | 加仓 |
| APH | AMPHENOL CORP | $94.05万 | 0.32% | 5,334 | 515 | 10.7% | $9.08万 | 加仓 |
| LOW | LOWES COS INC | $94.04万 | 0.32% | 4,265 | -226 | -5.0% | -$4.98万 | 减仓 |
| PSX | PHILLIPS 66 | $87.25万 | 0.30% | 5,161 | 133 | 2.6% | $2.25万 | 加仓 |
| IJR | ISHARES TR | $81.80万 | 0.28% | 5,515 | -593 | -9.7% | -$8.80万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $79.89万 | 0.28% | 2,159 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $77.90万 | 0.27% | 9,320 | 459 | 5.2% | $3.84万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $76.65万 | 0.26% | 1,200 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $75.93万 | 0.26% | 1,590 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.26% | 1 | 0 | 0.0% | — | 不变 |
| SNDK | SANDISK CORP | $73.90万 | 0.25% | 325 | -75 | -18.8% | -$17.05万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $73.83万 | 0.25% | 4,200 | -400 | -8.7% | -$7.03万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $72.31万 | 0.25% | 715 | 215 | 43.0% | $21.74万 | 加仓 |
| EFX | EQUIFAX INC | $71.42万 | 0.25% | 4,500 | -1,000 | -18.2% | -$15.87万 | 减仓 |
| — | PUTNAM ETF TRUST | $70.43万 | 0.24% | 94,915 | 94,915 | — | $70.43万 | 新建仓 |
| PFE | PFIZER INC | $69.10万 | 0.24% | 28,698 | 2,449 | 9.3% | $5.90万 | 加仓 |
| VTES | VANGUARD WELLINGTON FD | $68.99万 | 0.24% | 6,810 | 6,810 | — | $68.99万 | 新建仓 |
| SU | SUNCOR ENERGY INC NEW | $67.10万 | 0.23% | 12,500 | 0 | 0.0% | — | 不变 |
| BIL | SPDR SERIES TRUST | $66.68万 | 0.23% | 7,276 | 7,276 | — | $66.68万 | 新建仓 |
| HOOD | ROBINHOOD MKTS INC | $64.95万 | 0.22% | 6,477 | 1,502 | 30.2% | $15.06万 | 加仓 |
| SO | SOUTHERN CO | $63.62万 | 0.22% | 6,647 | 952 | 16.7% | $9.11万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $62.00万 | 0.21% | 19,393 | 1,265 | 7.0% | $4.04万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $61.92万 | 0.21% | 10,747 | 486 | 4.7% | $2.80万 | 加仓 |