McMill Wealth Management
NORFOLK NE · SEC CIK 0002056447
$4.18亿2026Q1 申报市值
58持仓数
71.8%前十大占比 · 第一大 16.7%
29 / 27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
STATE STREET SPD 新建仓+$6,990.96万
XNTK 新建仓+$4,626.87万
AVANTIS EMERGING 加仓+$3,352.46万
DIMENSIONAL INTE 新建仓+$2,701.23万
RWR 新建仓+$2,347.24万
2026Q1 卖出最多 按季末市值估算
SPIB 清仓-$6,677.43万
AVUV 清仓-$2,876.83万
SPYM 减仓-$2,785.98万
DFIV 清仓-$2,474.20万
DFUS 清仓-$2,021.05万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| SPIB | SPDR SER TR | $0 | 0.00% | 0 | -1,974,988 | -100.0% | -$6,677.43万 | 清仓 |
| AVUV | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -282,097 | -100.0% | -$2,876.83万 | 清仓 |
| DFIV | DIMENSIONAL ETFTRUST | $0 | 0.00% | 0 | -495,832 | -100.0% | -$2,474.20万 | 清仓 |
| DFUS | DIMENSIONAL ETFTRUST | $0 | 0.00% | 0 | -272,489 | -100.0% | -$2,021.05万 | 清仓 |
| — | DIMENSIONAL ETFTRUST | $0 | 0.00% | 0 | -276,302 | -100.0% | -$1,925.00万 | 清仓 |
| — | DIMENSIONAL ETFTRUST | $0 | 0.00% | 0 | -279,357 | -100.0% | -$1,663.29万 | 清仓 |
| DFUV | DIMENSIONAL US MARKETWIDE VALUE ETF | $0 | 0.00% | 0 | -352,175 | -100.0% | -$1,640.78万 | 清仓 |
| DFAW | DIMENSIONAL ETFTRUST | $0 | 0.00% | 0 | -178,956 | -100.0% | -$1,323.92万 | 清仓 |
| DFAE | DIMENSIONAL ETFTRUST | $0 | 0.00% | 0 | -217,567 | -100.0% | -$708.62万 | 清仓 |
| DFGR | DIMENSIONAL ETFTRUST | $0 | 0.00% | 0 | -219,516 | -100.0% | -$579.96万 | 清仓 |
| DFIS | DIMENSIONAL ETFTRUST | $0 | 0.00% | 0 | -150,782 | -100.0% | -$496.68万 | 清仓 |
| SPAB | SPDR SER TR | $0 | 0.00% | 0 | -182,702 | -100.0% | -$470.46万 | 清仓 |
| — | DIMENSIONAL ETFTRUST | $0 | 0.00% | 0 | -132,420 | -100.0% | -$435.53万 | 清仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -26,957 | -100.0% | -$380.25万 | 清仓 |
| SPSB | SPDR SER TR | $0 | 0.00% | 0 | -99,244 | -100.0% | -$299.72万 | 清仓 |
| — | Nucor Corp | $0 | 0.00% | 0 | -13,679 | -100.0% | -$223.12万 | 清仓 |
| DFLV | DIMENSIONAL ETFTRUST | $0 | 0.00% | 0 | -52,730 | -100.0% | -$180.39万 | 清仓 |
| SPSM | SPDR SER TR | $0 | 0.00% | 0 | -24,349 | -100.0% | -$114.10万 | 清仓 |
| SLYV | SPDR SER TR | $0 | 0.00% | 0 | -9,831 | -100.0% | -$89.43万 | 清仓 |
| PRIV | SPDR SSGA IG PUBLIC AND PRVT CRT ETF | $0 | 0.00% | 0 | -17,627 | -100.0% | -$44.80万 | 清仓 |
| DISV | DIMENSIONAL ETFTRUST | $0 | 0.00% | 0 | -11,109 | -100.0% | -$42.21万 | 清仓 |
| BOXX | ALPHA ARCHITECT 1-3 MONTH BOX ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FBTC | FIDELITY WISE ORIGIN | $0 | 0.00% | 0 | -5,378 | -100.0% | -$41.00万 | 清仓 |
| SPYV | SPDR SER TR | $0 | 0.00% | 0 | -7,054 | -100.0% | -$40.07万 | 清仓 |
| DFEV | DIMENSIONAL EMERGING MARKTS VALU ETF | $0 | 0.00% | 0 | -8,115 | -100.0% | -$27.38万 | 清仓 |
| TSLA | TESLA | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NVDA | NVIDIA CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | DIMENSIONAL US REAL ESTATE ETF | $0 | 0.00% | 0 | -10,179 | -100.0% | -$20.51万 | 清仓 |
| — | US BANCORP DEL | $0 | 0.00% | 0 | -3,844 | -100.0% | -$20.51万 | 清仓 |
| BSV | VANGUARDSCOTTSDALE FDS | $0 | 0.00% | 0 | -2,561 | -100.0% | -$20.18万 | 清仓 |
| F | FORD MTR CO DEL | $17.86万 | 0.04% | 15,479 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SHORT-TERM BONDINDEX FUND ETF SHARES | $20.08万 | 0.05% | 2,561 | -91,437 | -97.3% | -$716.96万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $20.19万 | 0.05% | 296 | 296 | — | $20.19万 | 新建仓 |
| — | EXXON MOBIL CORP | $20.55万 | 0.05% | 1,211 | 1,211 | — | $20.55万 | 新建仓 |
| — | ALPHABET INC CLASS CLASS A | $21.02万 | 0.05% | 731 | 731 | — | $21.02万 | 新建仓 |
| — | AVANTIS REAL ESTATE ETF | $23.58万 | 0.06% | 5,356 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL US REAL ESTATE ETF | $25.33万 | 0.06% | 10,710 | 10,710 | — | $25.33万 | 新建仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARES | $27.53万 | 0.07% | 5,093 | -96 | -1.9% | -$5,190 | 减仓 |
| WFC | WELLS FARGO & CO | $27.79万 | 0.07% | 3,491 | 0 | 0.0% | — | 不变 |
| — | FIDELITY WISE ORIGIN BITCOIN FUND | $31.75万 | 0.08% | 5,378 | 5,378 | — | $31.75万 | 新建仓 |
| — | DIMENSIONAL EMERGING MARKETS VALUE ETF | $31.98万 | 0.08% | 8,938 | 8,938 | — | $31.98万 | 新建仓 |
| RTX | RTX CORP | $33.82万 | 0.08% | 1,753 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $36.94万 | 0.09% | 1,948 | 0 | 0.0% | — | 不变 |
| DGT | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $39.91万 | 0.10% | 7,054 | 7,054 | — | $39.91万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $40.86万 | 0.10% | 676 | 0 | 0.0% | — | 不变 |
| — | STATE STREET IG PUBLIC &PRIVATE CREDIT ETF | $48.45万 | 0.12% | 19,208 | 19,208 | — | $48.45万 | 新建仓 |
| MCD | MCDONALDS CORP | $52.09万 | 0.12% | 1,676 | 0 | 0.0% | — | 不变 |
| AVUS | AVANTIS US EQUITY ETF | $54.36万 | 0.13% | 4,889 | -52 | -1.1% | -$5,782 | 减仓 |
| VBR | VANGUARD SMALL-CAP VALUEINDEX FUND ETF SHARES | $54.75万 | 0.13% | 2,520 | 4 | 0.2% | $869 | 加仓 |
| — | DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | $57.65万 | 0.14% | 14,617 | 14,617 | — | $57.65万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INCLASS CLASS A | $58.76万 | 0.14% | 4,017 | 7 | 0.2% | $1,024 | 加仓 |
| AMZN | AMAZON.COM INC | $83.37万 | 0.20% | 4,003 | 190 | 5.0% | $3.96万 | 加仓 |
| SPYM | STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF | $90.47万 | 0.22% | 9,565 | -294,563 | -96.9% | -$2,785.98万 | 减仓 |
| CAT | CATERPILLAR INC | $94.30万 | 0.23% | 1,331 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $95.58万 | 0.23% | 2,582 | 278 | 12.1% | $10.29万 | 加仓 |
| UNP | UNION PAC CORP | $102.65万 | 0.25% | 4,231 | 0 | 0.0% | — | 不变 |
| XME | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | $117.65万 | 0.28% | 24,349 | 24,349 | — | $117.65万 | 新建仓 |
| AAPL | APPLE INC | $119.85万 | 0.29% | 4,722 | -19 | -0.4% | -$4,823 | 减仓 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $144.78万 | 0.35% | 19,473 | -287 | -1.5% | -$2.13万 | 减仓 |
| NUE | NUCOR CORP | $193.01万 | 0.46% | 11,414 | 11,414 | — | $193.01万 | 新建仓 |
| — | DIMENSIONAL US LARGE CAPVALUE ETF | $199.53万 | 0.48% | 55,875 | 55,875 | — | $199.53万 | 新建仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DCLASS A | $215.44万 | 0.52% | 3 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD VALUE INDEX FUND ETF SHARES | $227.95万 | 0.55% | 11,618 | 0 | 0.0% | — | 不变 |
| AVSF | AVANTIS SHORT-TERM FIXEDINCOME ETF | $236.71万 | 0.57% | 50,578 | 3,182 | 6.7% | $14.89万 | 加仓 |
| — | MADISON CNTY FINL INC | $245.70万 | 0.59% | 81,874 | 81,874 | — | $245.70万 | 新建仓 |
| MGK | VANGUARD TOTAL WORLD STOCK INDEX FUND ETF SHARES | $249.77万 | 0.60% | 18,057 | 18,057 | — | $249.77万 | 新建仓 |
| AVIV | AVANTIS INTERNATIONAL LARGE CAP VALUE ETF | $252.17万 | 0.60% | 33,699 | -2,327 | -6.5% | -$17.41万 | 减仓 |
| SPYG | STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | $296.93万 | 0.71% | 98,747 | 98,747 | — | $296.93万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY CLASS B | $312.25万 | 0.75% | 6,516 | 9 | 0.1% | $4,313 | 加仓 |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUN | $443.92万 | 1.06% | 53,646 | -20 | -0.0% | -$1,655 | 减仓 |
| — | DIMENSIONAL US SMALL CAPVALUE ETF | $458.42万 | 1.10% | 130,828 | 130,828 | — | $458.42万 | 新建仓 |
| — | DIMENSIONAL INTERNATIONAL SMALL CAP ETF | $545.35万 | 1.31% | 161,968 | 161,968 | — | $545.35万 | 新建仓 |
| — | DIMENSIONAL GLOBAL REAL ESTATE ETF | $672.98万 | 1.61% | 253,190 | 253,190 | — | $672.98万 | 新建仓 |
| VCLT | VANGUARD SHORT TERM COR BD ETF | $745.12万 | 1.78% | 93,998 | 93,998 | — | $745.12万 | 新建仓 |
| — | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | $763.03万 | 1.83% | 225,349 | 225,349 | — | $763.03万 | 新建仓 |
| IVV | ISHARES CORE S&P 500 ETF | $860.66万 | 2.06% | 13,175 | 50 | 0.4% | $3.27万 | 加仓 |
| — | DIMENSIONAL WORLD EQUITYETF | $1,548.76万 | 3.71% | 209,915 | 209,915 | — | $1,548.76万 | 新建仓 |
| — | DIMENSIONAL US MARKETWIDE VALUE ETF | $1,716.01万 | 4.11% | 354,109 | 354,109 | — | $1,716.01万 | 新建仓 |
| — | DIMENSIONAL U.S. TARGETED VALUE ETF | $1,736.84万 | 4.16% | 278,116 | 278,116 | — | $1,736.84万 | 新建仓 |
| AVDV | AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | $1,780.53万 | 4.26% | 178,302 | -3,109 | -1.7% | -$31.05万 | 减仓 |
| — | DIMENSIONAL U.S. EQUITY MARKET ETF | $2,035.53万 | 4.87% | 287,058 | 287,058 | — | $2,035.53万 | 新建仓 |
| — | DIMENSIONAL U.S. SMALL CAP ETF | $2,053.16万 | 4.91% | 288,649 | 288,649 | — | $2,053.16万 | 新建仓 |
| AVLV | AVANTIS US LARGE CAP VALUE ETF | $2,335.94万 | 5.59% | 289,783 | 20,541 | 7.6% | $165.58万 | 加仓 |
| RWR | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $2,347.24万 | 5.62% | 306,668 | 306,668 | — | $2,347.24万 | 新建仓 |
| — | DIMENSIONAL INTERNATIONAL VALUE ETF | $2,701.23万 | 6.47% | 511,789 | 511,789 | — | $2,701.23万 | 新建仓 |
| — | AVANTIS EMERGING MARKETSEQUITY ETF | $3,388.40万 | 8.11% | 307,764 | 304,499 | 9,326.2% | $3,352.46万 | 加仓 |
| XNTK | STATE STREET SPDR PORTFOLIO AGGREGATE BONDETF | $4,626.87万 | 11.08% | 181,247 | 181,247 | — | $4,626.87万 | 新建仓 |
| — | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | $6,990.96万 | 16.74% | 2,084,365 | 2,084,365 | — | $6,990.96万 | 新建仓 |