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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $1,303.68万 | 8.99% | 19,958 | 91 | 0.5% | $5.94万 | 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 |
| VUG | VANGUARD INDEX FDS | $788.24万 | 5.44% | 18,046 | 439 | 2.5% | $19.18万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $649.10万 | 4.48% | 43,829 | -65 | -0.1% | -$9,626 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $570.83万 | 3.94% | 89,080 | 128 | 0.1% | $8,202 | 加仓 |
| IWF | ISHARES TR | $569.07万 | 3.93% | 13,346 | 20 | 0.2% | $8,528 | 加仓 |
| IJR | ISHARES TR | $555.86万 | 3.83% | 44,716 | -25 | -0.1% | -$3,108 | 减仓 |
| SPYG | SPDR SERIES TRUST | $436.46万 | 3.01% | 44,578 | 33 | 0.1% | $3,231 | 加仓 |
| IJH | ISHARES TR | $427.81万 | 2.95% | 63,351 | -362 | -0.6% | -$2.44万 | 减仓 |
| DLN | WISDOMTREE TR | $416.51万 | 2.87% | 46,626 | 1,937 | 4.3% | $17.30万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $387.17万 | 2.67% | 68,429 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $383.10万 | 2.64% | 14,886 | -154 | -1.0% | -$3.96万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $324.96万 | 2.24% | 40,994 | 1,646 | 4.2% | $13.05万 | 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 |
| BIV | VANGUARD BD INDEX FDS | $269.96万 | 1.86% | 34,978 | 1,811 | 5.5% | $13.98万 | 加仓 |
| TBUX | T ROWE PRICE ETF INC | $252.99万 | 1.75% | 50,853 | -1,077 | -2.1% | -$5.36万 | 减仓 |
| MGK | VANGUARD WORLD FD | $228.40万 | 1.58% | 6,216 | 10 | 0.2% | $3,674 | 加仓 |
| DGRO | ISHARES TR | $217.58万 | 1.50% | 31,003 | 254 | 0.8% | $1.78万 | 加仓 |
| VB | VANGUARD INDEX FDS | $211.33万 | 1.46% | 8,069 | 63 | 0.8% | $1.65万 | 加仓 |
| IGSB | ISHARES TR | $193.37万 | 1.33% | 36,791 | -17 | -0.0% | -$894 | 减仓 |
| SPSB | SPDR SERIES TRUST | $193.26万 | 1.33% | 64,269 | 157 | 0.2% | $4,721 | 加仓 |
| VO | VANGUARD INDEX FDS | $188.31万 | 1.30% | 6,557 | 243 | 3.8% | $6.98万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $170.42万 | 1.18% | 8,686 | 390 | 4.7% | $7.65万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $159.13万 | 1.10% | 54,629 | -4,050 | -6.9% | -$11.80万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $152.04万 | 1.05% | 8,251 | -11 | -0.1% | -$2,027 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $150.36万 | 1.04% | 53,989 | -1,333 | -2.4% | -$3.71万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $145.08万 | 1.00% | 10,489 | -10 | -0.1% | -$1,383 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $145.08万 | 1.00% | 13,226 | 200 | 1.5% | $2.19万 | 加仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $132.25万 | 0.91% | 26,059 | -573 | -2.2% | -$2.91万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $119.47万 | 0.82% | 26,170 | -445 | -1.7% | -$2.03万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $118.92万 | 0.82% | 5,474 | 0 | 0.0% | — | 不变 |
| WTV | WISDOMTREE TR | $118.75万 | 0.82% | 12,536 | 9,975 | 389.5% | $94.49万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $116.06万 | 0.80% | 3,840 | 0 | 0.0% | — | 不变 |
| SLYV | SPDR SERIES TRUST | $113.16万 | 0.78% | 11,964 | -48 | -0.4% | -$4,540 | 减仓 |
| EFA | ISHARES TR | $112.71万 | 0.78% | 11,604 | 0 | 0.0% | — | 不变 |
| MGC | VANGUARD WORLD FD | $111.63万 | 0.77% | 4,723 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $109.99万 | 0.76% | 5,209 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $97.54万 | 0.67% | 3,933 | 33 | 0.8% | $8,184 | 加仓 |
| DIVB | ISHARES TR | $92.25万 | 0.64% | 17,099 | 162 | 1.0% | $8,740 | 加仓 |
| SLYG | SPDR SERIES TRUST | $90.03万 | 0.62% | 9,318 | -22 | -0.2% | -$2,126 | 减仓 |
| IVW | ISHARES TR | $87.59万 | 0.60% | 7,744 | 0 | 0.0% | — | 不变 |
| HUBB | HUBBELL INC | $86.76万 | 0.60% | 1,768 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $86.23万 | 0.59% | 2,688 | 153 | 6.0% | $4.91万 | 加仓 |
| IUSG | ISHARES TR | $83.67万 | 0.58% | 5,394 | 0 | 0.0% | — | 不变 |
| JSCP | J P MORGAN EXCHANGE TRADED F | $80.72万 | 0.56% | 17,066 | 541 | 3.3% | $2.56万 | 加仓 |
| IWR | ISHARES TR | $80.66万 | 0.56% | 8,296 | -447 | -5.1% | -$4.35万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $78.44万 | 0.54% | 25,566 | -11,549 | -31.1% | -$35.43万 | 减仓 |
| MGV | VANGUARD WORLD FD | $77.35万 | 0.53% | 5,336 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $71.82万 | 0.50% | 23,546 | -542 | -2.3% | -$1.65万 | 减仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $69.02万 | 0.48% | 3,387 | 0 | 0.0% | — | 不变 |
| FBND | FIDELITY MERRIMACK STR TR | $68.59万 | 0.47% | 15,034 | -507 | -3.3% | -$2.31万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $64.37万 | 0.44% | 12,396 | 4,405 | 55.1% | $22.88万 | 加仓 |
| IOO | ISHARES TR | $62.38万 | 0.43% | 5,157 | -146 | -2.8% | -$1.77万 | 减仓 |
| IMCG | ISHARES TR | $56.03万 | 0.39% | 7,113 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $54.56万 | 0.38% | 22,045 | 909 | 4.3% | $2.25万 | 加仓 |
| IJK | ISHARES TR | $53.60万 | 0.37% | 5,327 | 444 | 9.1% | $4.47万 | 加仓 |
| IWY | ISHARES TR | $52.83万 | 0.36% | 2,123 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $51.77万 | 0.36% | 5,719 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $50.70万 | 0.35% | 900 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $49.06万 | 0.34% | 821 | -134 | -14.0% | -$8.01万 | 减仓 |
| AGG | ISHARES TR | $47.38万 | 0.33% | 4,773 | 472 | 11.0% | $4.69万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $45.73万 | 0.32% | 9,185 | 37 | 0.4% | $1,842 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $44.55万 | 0.31% | 6,050 | -172 | -2.8% | -$1.27万 | 减仓 |
| IJJ | ISHARES TR | $44.31万 | 0.31% | 3,344 | -7,093 | -68.0% | -$93.98万 | 减仓 |
| USRT | ISHARES TR | $40.99万 | 0.28% | 6,926 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $38.90万 | 0.27% | 680 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB STRATEGIC TR | $38.29万 | 0.26% | 7,825 | 0 | 0.0% | — | 不变 |
| MLRG | ISHARES TR | $37.69万 | 0.26% | 4,195 | 528 | 14.4% | $4.74万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $35.25万 | 0.24% | 9,477 | 26 | 0.3% | $967 | 加仓 |
| SLQD | ISHARES TR | $34.87万 | 0.24% | 6,907 | 0 | 0.0% | — | 不变 |
| URTH | ISHARES INC | $34.24万 | 0.24% | 1,902 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $33.72万 | 0.23% | 4,490 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $33.19万 | 0.23% | 2,274 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $30.99万 | 0.21% | 869 | 0 | 0.0% | — | 不变 |
| MDYV | SPDR SERIES TRUST | $28.81万 | 0.20% | 3,383 | 0 | 0.0% | — | 不变 |
| ISTB | ISHARES TR | $26.98万 | 0.19% | 5,568 | 2,067 | 59.0% | $10.02万 | 加仓 |
| AMZN | AMAZON COM INC | $24.95万 | 0.17% | 1,198 | 0 | 0.0% | — | 不变 |
| PYLD | PIMCO ETF TR | $24.44万 | 0.17% | 9,328 | 9,328 | — | $24.44万 | 新建仓 |
| — | EXXON MOBIL CORP | $24.41万 | 0.17% | 1,439 | 914 | 174.1% | $15.50万 | 加仓 |
| IUSB | ISHARES TR | $24.39万 | 0.17% | 5,280 | 1,413 | 36.5% | $6.53万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $22.99万 | 0.16% | 9,901 | 0 | 0.0% | — | 不变 |
| IVOG | VANGUARD ADMIRAL FDS INC | $22.92万 | 0.16% | 1,833 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $22.12万 | 0.15% | 3,578 | 1,167 | 48.4% | $7.21万 | 加仓 |
| GLD | SPDR GOLD TR | $20.01万 | 0.14% | 465 | -2 | -0.4% | -$861 | 减仓 |
| IJS | ISHARES TR | $0 | 0.00% | 0 | -2,481 | -100.0% | -$28.22万 | 清仓 |
| SPSM | SPDR SERIES TRUST | $0 | 0.00% | 0 | -5,512 | -100.0% | -$25.83万 | 清仓 |
| KKR | KKR & CO INC | $0 | 0.00% | 0 | -1,897 | -100.0% | -$24.18万 | 清仓 |
| IJT | ISHARES TR | $0 | 0.00% | 0 | -1,455 | -100.0% | -$20.54万 | 清仓 |
| JPM | JPMORGAN CHASE & CO | $0 | 0.00% | 0 | -600 | -100.0% | -$19.33万 | 清仓 |
| AAPL | APPLE INC | $0 | 0.00% | 0 | -688 | -100.0% | -$18.70万 | 清仓 |
| NVDA | NVIDIA CORPORATION | $0 | 0.00% | 0 | -975 | -100.0% | -$18.18万 | 清仓 |
| PULS | PGIM ETF TR | $0 | 0.00% | 0 | -3,663 | -100.0% | -$18.16万 | 清仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | -361 | -100.0% | -$18.15万 | 清仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -3,526 | -100.0% | -$17.84万 | 清仓 |
| MDYG | SPDR SERIES TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VGSH | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IWO | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TSPA | T ROWE PRICE ETF INC | $0 | 0.00% | 0 | -3,895 | -100.0% | -$16.66万 | 清仓 |
| GOOG | ALPHABET INC | $0 | 0.00% | 0 | -523 | -100.0% | -$16.41万 | 清仓 |
| IGRO | ISHARES TR | $0 | 0.00% | 0 | -1,959 | -100.0% | -$16.21万 | 清仓 |