McMill Wealth Management
NORFOLK NE · SEC CIK 0002056447
$53.63亿2026Q2 申报市值
60持仓数
97.3%前十大占比 · 第一大 91.1%
2 / 3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
BRK/A 加仓+$48.82亿
VCSH 加仓+$658.08万
STATE STREET SPD 加仓+$491.09万
DIMENSIONAL WORL 加仓+$171.96万
XNTK 加仓+$153.92万
2026Q2 卖出最多 按季末市值估算
MGK 减仓-$1,195.51万
BRK/B 减仓-$325.90万
VCIT 减仓-$289.79万
VCLT 减仓-$120.35万
NUE 减仓-$107.43万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| BRK/A | BERKSHIRE HATHAWAY INC DCLASS A | $48.84亿 | 91.07% | 6,522 | 6,519 | 217,300.0% | $48.82亿 | 加仓 |
| — | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | $7,465.37万 | 1.39% | 2,231,133 | 146,768 | 7.0% | $491.09万 | 加仓 |
| XNTK | STATE STREET SPDR PORTFOLIO AGGREGATE BONDETF | $7,234.33万 | 1.35% | 185,187 | 3,940 | 2.2% | $153.92万 | 加仓 |
| — | AVANTIS EMERGING MARKETSEQUITY ETF | $3,842.53万 | 0.72% | 308,882 | 1,118 | 0.4% | $13.91万 | 加仓 |
| RWR | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $2,700.24万 | 0.50% | 307,264 | 596 | 0.2% | $5.24万 | 加仓 |
| — | DIMENSIONAL INTERNATIONAL VALUE ETF | $2,690.55万 | 0.50% | 498,066 | -13,723 | -2.7% | -$74.13万 | 减仓 |
| AVLV | AVANTIS US LARGE CAP VALUE ETF | $2,660.94万 | 0.50% | 291,738 | 1,955 | 0.7% | $17.83万 | 加仓 |
| — | DIMENSIONAL U.S. SMALL CAP ETF | $2,422.85万 | 0.45% | 294,250 | 5,601 | 1.9% | $46.12万 | 加仓 |
| — | DIMENSIONAL U.S. EQUITY MARKET ETF | $2,318.15万 | 0.43% | 282,909 | -4,149 | -1.4% | -$34.00万 | 减仓 |
| — | DIMENSIONAL U.S. TARGETED VALUE ETF | $1,942.74万 | 0.36% | 277,931 | -185 | -0.1% | -$1.29万 | 减仓 |
| — | DIMENSIONAL US MARKETWIDE VALUE ETF | $1,930.46万 | 0.36% | 350,929 | -3,180 | -0.9% | -$17.49万 | 减仓 |
| — | DIMENSIONAL WORLD EQUITYETF | $1,909.84万 | 0.36% | 230,685 | 20,770 | 9.9% | $171.96万 | 加仓 |
| AVDV | AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | $1,843.40万 | 0.34% | 178,884 | 582 | 0.3% | $6.00万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $950.12万 | 0.18% | 12,687 | -488 | -3.7% | -$36.55万 | 减仓 |
| — | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | $885.91万 | 0.17% | 220,320 | -5,029 | -2.2% | -$20.22万 | 减仓 |
| — | DIMENSIONAL GLOBAL REAL ESTATE ETF | $759.73万 | 0.14% | 262,248 | 9,058 | 3.6% | $26.24万 | 加仓 |
| VCSH | VANGUARD SHORT-TERM BONDINDEX FUND ETF SHARES | $678.32万 | 0.13% | 85,831 | 83,270 | 3,251.5% | $658.08万 | 加仓 |
| VCLT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUN | $656.55万 | 0.12% | 79,437 | -14,561 | -15.5% | -$120.35万 | 减仓 |
| — | DIMENSIONAL INTERNATIONAL SMALL CAP ETF | $570.72万 | 0.11% | 162,924 | 956 | 0.6% | $3.35万 | 加仓 |
| — | DIMENSIONAL US SMALL CAPVALUE ETF | $537.57万 | 0.10% | 138,584 | 7,756 | 5.9% | $30.09万 | 加仓 |
| SPYG | STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | $296.34万 | 0.06% | 98,748 | 1 | 0.0% | $30 | 加仓 |
| AVSF | AVANTIS SHORT-TERM FIXEDINCOME ETF | $269.47万 | 0.05% | 57,867 | 7,289 | 14.4% | $33.94万 | 加仓 |
| — | MADISON CNTY FINL INC | $259.62万 | 0.05% | 81,874 | 0 | 0.0% | — | 不变 |
| AVIV | AVANTIS INTERNATIONAL LARGE CAP VALUE ETF | $255.63万 | 0.05% | 33,019 | -680 | -2.0% | -$5.26万 | 减仓 |
| VTV | VANGUARD VALUE INDEX FUND ETF SHARES | $253.19万 | 0.05% | 11,618 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL US LARGE CAPVALUE ETF | $244.04万 | 0.05% | 61,720 | 5,845 | 10.5% | $23.11万 | 加仓 |
| MGK | VANGUARD TOTAL WORLD STOCK INDEX FUND ETF SHARES | $221.48万 | 0.04% | 14,112 | -76,173 | -84.4% | -$1,195.51万 | 减仓 |
| — | STATE STREET IG PUBLIC &PRIVATE CREDIT ETF | $165.82万 | 0.03% | 65,867 | 46,659 | 242.9% | $117.46万 | 加仓 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $149.07万 | 0.03% | 19,473 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $146.82万 | 0.03% | 6,591 | -4,823 | -42.3% | -$107.43万 | 减仓 |
| CAT | CATERPILLAR INC | $141.74万 | 0.03% | 1,331 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $134.78万 | 0.03% | 4,658 | -64 | -1.4% | -$1.85万 | 减仓 |
| XME | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | $132.68万 | 0.02% | 23,006 | -1,343 | -5.5% | -$7.75万 | 减仓 |
| UNP | UNION PAC CORP | $115.08万 | 0.02% | 4,231 | 0 | 0.0% | — | 不变 |
| SPYM | STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF | $103.88万 | 0.02% | 9,521 | -44 | -0.5% | -$4,801 | 减仓 |
| AMZN | AMAZON.COM INC | $95.46万 | 0.02% | 4,005 | 2 | 0.0% | $477 | 加仓 |
| BOXX | ALPHA ARCHITECT 1-3 MONTH BOX ETF | $91.76万 | 0.02% | 7,837 | 4,179 | 114.2% | $48.93万 | 重新持有 |
| MSFT | MICROSOFT CORP | $85.65万 | 0.02% | 2,296 | -286 | -11.1% | -$10.67万 | 减仓 |
| AVUS | AVANTIS US EQUITY ETF | $62.63万 | 0.01% | 4,890 | 1 | 0.0% | $128 | 加仓 |
| VBR | VANGUARD SMALL-CAP VALUEINDEX FUND ETF SHARES | $60.55万 | 0.01% | 2,492 | -28 | -1.1% | -$6,804 | 减仓 |
| — | DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | $56.33万 | 0.01% | 14,038 | -579 | -4.0% | -$2.32万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INCLASS CLASS A | $46.84万 | 0.01% | 4,015 | -2 | -0.0% | -$233 | 减仓 |
| MCD | MCDONALDS CORP | $45.30万 | 0.01% | 1,676 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $43.10万 | 0.01% | 1,948 | 0 | 0.0% | — | 不变 |
| DGT | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $42.88万 | 0.01% | 7,054 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL EMERGING MARKETS VALUE ETF | $39.13万 | 0.01% | 9,171 | 233 | 2.6% | $9,941 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $34.44万 | 0.01% | 676 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL US REAL ESTATE ETF | $34.06万 | 0.01% | 13,019 | 2,309 | 21.6% | $6.04万 | 加仓 |
| RTX | RTX CORP | $33.26万 | 0.01% | 1,753 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUN | $30.40万 | 0.01% | 5,094 | -48,552 | -90.5% | -$289.79万 | 减仓 |
| WFC | WELLS FARGO & CO | $28.85万 | 0.01% | 3,491 | 0 | 0.0% | — | 不变 |
| — | AVANTIS REAL ESTATE ETF | $26.38万 | 0.00% | 5,568 | 212 | 4.0% | $1.00万 | 加仓 |
| — | ALPHABET INC CLASS CLASS A | $26.05万 | 0.00% | 729 | -2 | -0.3% | -$715 | 减仓 |
| TSLA | TESLA INC | $22.80万 | 0.00% | 542 | 15 | 2.8% | $6,309 | 重新持有 |
| VWO | VANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARES | $21.57万 | 0.00% | 3,572 | -1,521 | -29.9% | -$9.19万 | 减仓 |
| F | FORD MTR CO DEL | $21.53万 | 0.00% | 15,489 | 10 | 0.1% | $139 | 加仓 |
| NVDA | NVIDIA CORP | $21.15万 | 0.00% | 1,057 | -125 | -10.6% | -$2.50万 | 重新持有 |
| REET | ISHARES GLOBAL REIT ETF | $20.73万 | 0.00% | 7,507 | 7,507 | — | $20.73万 | 新建仓 |
| ROBO | ROBO GLOBAL ROBOTICS ANDAUTOMATION INDEX ETF | $20.53万 | 0.00% | 2,397 | 2,397 | — | $20.53万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY CLASS B | $1,501 | 0.00% | 3 | -6,513 | -100.0% | -$325.90万 | 减仓 |
| — | FIDELITY WISE ORIGIN BITCOIN FUND | $0 | 0.00% | 0 | -5,378 | -100.0% | -$31.75万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -1,211 | -100.0% | -$20.55万 | 清仓 |
| NOC | NORTHROP GRUMMAN CORP | $0 | 0.00% | 0 | -296 | -100.0% | -$20.19万 | 清仓 |