MidAtlantic Capital Management, Inc.
RICHMOND VA · SEC CIK 0002042068
$1.45亿2026Q1 申报市值
84持仓数
47.9%前十大占比 · 第一大 9.0%
1 / 151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
WTV 加仓+$94.49万
PYLD 新建仓+$24.44万
BINC 加仓+$22.88万
VUG 加仓+$19.18万
DLN 加仓+$17.30万
2026Q1 卖出最多 按季末市值估算
IJJ 减仓-$93.98万
SCHD 减仓-$35.43万
IJS 清仓-$28.22万
SPSM 清仓-$25.83万
KKR 清仓-$24.18万
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 |
|---|---|---|---|---|---|---|---|---|
| IVW | ISHARES TR | $87.59万 | 0.60% | 7,744 | 0 | 0.0% | — | 不变 |
| SLYG | SPDR SERIES TRUST | $90.03万 | 0.62% | 9,318 | -22 | -0.2% | -$2,126 | 减仓 |
| DIVB | ISHARES TR | $92.25万 | 0.64% | 17,099 | 162 | 1.0% | $8,740 | 加仓 |
| IWM | ISHARES TR | $97.54万 | 0.67% | 3,933 | 33 | 0.8% | $8,184 | 加仓 |
| IVE | ISHARES TR | $109.99万 | 0.76% | 5,209 | 0 | 0.0% | — | 不变 |
| MGC | VANGUARD WORLD FD | $111.63万 | 0.77% | 4,723 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $112.71万 | 0.78% | 11,604 | 0 | 0.0% | — | 不变 |
| SLYV | SPDR SERIES TRUST | $113.16万 | 0.78% | 11,964 | -48 | -0.4% | -$4,540 | 减仓 |
| VBK | VANGUARD INDEX FDS | $116.06万 | 0.80% | 3,840 | 0 | 0.0% | — | 不变 |
| WTV | WISDOMTREE TR | $118.75万 | 0.82% | 12,536 | 9,975 | 389.5% | $94.49万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $118.92万 | 0.82% | 5,474 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR INDEX SHS FDS | $119.47万 | 0.82% | 26,170 | -445 | -1.7% | -$2.03万 | 减仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $132.25万 | 0.91% | 26,059 | -573 | -2.2% | -$2.91万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $145.08万 | 1.00% | 13,226 | 200 | 1.5% | $2.19万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $145.08万 | 1.00% | 10,489 | -10 | -0.1% | -$1,383 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $150.36万 | 1.04% | 53,989 | -1,333 | -2.4% | -$3.71万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $152.04万 | 1.05% | 8,251 | -11 | -0.1% | -$2,027 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $159.13万 | 1.10% | 54,629 | -4,050 | -6.9% | -$11.80万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $170.42万 | 1.18% | 8,686 | 390 | 4.7% | $7.65万 | 加仓 |
| VO | VANGUARD INDEX FDS | $188.31万 | 1.30% | 6,557 | 243 | 3.8% | $6.98万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $193.26万 | 1.33% | 64,269 | 157 | 0.2% | $4,721 | 加仓 |
| IGSB | ISHARES TR | $193.37万 | 1.33% | 36,791 | -17 | -0.0% | -$894 | 减仓 |
| VB | VANGUARD INDEX FDS | $211.33万 | 1.46% | 8,069 | 63 | 0.8% | $1.65万 | 加仓 |
| DGRO | ISHARES TR | $217.58万 | 1.50% | 31,003 | 254 | 0.8% | $1.78万 | 加仓 |
| MGK | VANGUARD WORLD FD | $228.40万 | 1.58% | 6,216 | 10 | 0.2% | $3,674 | 加仓 |
| TBUX | T ROWE PRICE ETF INC | $252.99万 | 1.75% | 50,853 | -1,077 | -2.1% | -$5.36万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $269.96万 | 1.86% | 34,978 | 1,811 | 5.5% | $13.98万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $295.82万 | 2.04% | 62,834 | -1,750 | -2.7% | -$8.24万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $324.96万 | 2.24% | 40,994 | 1,646 | 4.2% | $13.05万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $383.10万 | 2.64% | 14,886 | -154 | -1.0% | -$3.96万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $387.17万 | 2.67% | 68,429 | 0 | 0.0% | — | 不变 |
| DLN | WISDOMTREE TR | $416.51万 | 2.87% | 46,626 | 1,937 | 4.3% | $17.30万 | 加仓 |
| IJH | ISHARES TR | $427.81万 | 2.95% | 63,351 | -362 | -0.6% | -$2.44万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $436.46万 | 3.01% | 44,578 | 33 | 0.1% | $3,231 | 加仓 |
| IJR | ISHARES TR | $555.86万 | 3.83% | 44,716 | -25 | -0.1% | -$3,108 | 减仓 |
| IWF | ISHARES TR | $569.07万 | 3.93% | 13,346 | 20 | 0.2% | $8,528 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $570.83万 | 3.94% | 89,080 | 128 | 0.1% | $8,202 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $649.10万 | 4.48% | 43,829 | -65 | -0.1% | -$9,626 | 减仓 |
| VUG | VANGUARD INDEX FDS | $788.24万 | 5.44% | 18,046 | 439 | 2.5% | $19.18万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,229.20万 | 8.48% | 18,901 | 80 | 0.4% | $5.20万 | 加仓 |
| IVV | ISHARES TR | $1,303.68万 | 8.99% | 19,958 | 91 | 0.5% | $5.94万 | 加仓 |