McCartney Wealth Management LLC
CLAYTON MO · SEC CIK 0002110693
$1.19亿2026Q1 申报市值
65持仓数
52.3%前十大占比 · 第一大 12.5%
4 / 0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
JPST 新建仓+$57.98万
AVUS 加仓+$31.98万
CVX 新建仓+$21.48万
USMV 新建仓+$21.30万
VFMO 新建仓+$20.50万
2026Q1 卖出最多 按季末市值估算
DIMENSIONAL ETF 减仓-$27.46万
DFAX 减仓-$26.40万
DFUV 减仓-$13.23万
AVUV 减仓-$12.39万
DFGX 减仓-$8.07万
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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $20.08万 | 0.17% | 336 | 1 | 0.3% | $598 | 加仓 |
| VFMO | VANGUARD WELLINGTON FD | $20.50万 | 0.17% | 1,040 | 1,040 | — | $20.50万 | 新建仓 |
| USMV | ISHARES TR | $21.30万 | 0.18% | 2,297 | 2,297 | — | $21.30万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $21.48万 | 0.18% | 1,038 | 1,038 | — | $21.48万 | 新建仓 |
| — | AMERICAN CENTY ETF TR | $21.90万 | 0.18% | 2,792 | 0 | 0.0% | — | 不变 |
| — | PACER FDS TR | $21.98万 | 0.19% | 4,805 | 0 | 0.0% | — | 不变 |
| NTSX | WISDOMTREE TR | $23.94万 | 0.20% | 4,591 | 40 | 0.9% | $2,086 | 加仓 |
| VTI | VANGUARD INDEX FDS | $23.96万 | 0.20% | 747 | 134 | 21.9% | $4.30万 | 加仓 |
| VB | VANGUARD INDEX FDS | $24.08万 | 0.20% | 919 | 2 | 0.2% | $524 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $24.31万 | 0.20% | 6,354 | 0 | 0.0% | — | 不变 |
| AVGE | AMERICAN CENTY ETF TR | $26.02万 | 0.22% | 2,956 | 67 | 2.3% | $5,898 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $27.26万 | 0.23% | 5,570 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $27.52万 | 0.23% | 3,869 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $30.00万 | 0.25% | 11,953 | 41 | 0.3% | $1,029 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $30.36万 | 0.26% | 2,768 | 3 | 0.1% | $329 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $31.09万 | 0.26% | 4,978 | 0 | 0.0% | — | 不变 |
| NULV | NUSHARES ETF TR | $31.41万 | 0.26% | 6,904 | 0 | 0.0% | — | 不变 |
| ESGE | ISHARES INC | $35.43万 | 0.30% | 7,791 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $37.26万 | 0.31% | 2,694 | 1,139 | 73.2% | $15.75万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $38.15万 | 0.32% | 7,967 | -871 | -9.9% | -$4.17万 | 减仓 |
| AAPL | APPLE INC | $38.69万 | 0.33% | 1,524 | 0 | 0.0% | — | 不变 |
| GEF | GREIF INC | $39.33万 | 0.33% | 5,815 | -148 | -2.5% | -$1.00万 | 减仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $39.49万 | 0.33% | 10,858 | -1,850 | -14.6% | -$6.73万 | 减仓 |
| WMT | WALMART INC | $50.78万 | 0.43% | 4,078 | 0 | 0.0% | — | 不变 |
| CAOS | EA SERIES TRUST | $57.31万 | 0.48% | 6,315 | -469 | -6.9% | -$4.26万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $57.98万 | 0.49% | 11,457 | 11,457 | — | $57.98万 | 新建仓 |
| MBB | ISHARES TR | $58.03万 | 0.49% | 6,112 | 0 | 0.0% | — | 不变 |
| NUSC | NUSHARES ETF TR | $65.12万 | 0.55% | 14,451 | 5 | 0.0% | $225 | 加仓 |
| DFSB | DIMENSIONAL ETF TRUST | $72.23万 | 0.61% | 13,959 | 0 | 0.0% | — | 不变 |
| SGOV | ISHARES TR | $73.85万 | 0.62% | 7,337 | 0 | 0.0% | — | 不变 |
| FNDB | SCHWAB STRATEGIC TR | $77.71万 | 0.65% | 28,572 | 19 | 0.1% | $517 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $83.60万 | 0.70% | 11,790 | 0 | 0.0% | — | 不变 |
| SCHO | SCHWAB STRATEGIC TR | $91.84万 | 0.77% | 37,843 | 1 | 0.0% | $24 | 加仓 |
| EFV | ISHARES TR | $103.42万 | 0.87% | 13,910 | -3 | -0.0% | -$223 | 减仓 |
| IMTM | ISHARES TR | $105.56万 | 0.89% | 21,982 | 9 | 0.0% | $432 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $106.76万 | 0.90% | 22,219 | 830 | 3.9% | $3.99万 | 加仓 |
| TIP | ISHARES TR | $115.33万 | 0.97% | 10,450 | 320 | 3.2% | $3.53万 | 加仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $115.98万 | 0.98% | 4,033 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES TR | $119.54万 | 1.01% | 22,744 | 665 | 3.0% | $3.50万 | 加仓 |
| ISHG | ISHARES TR | $122.18万 | 1.03% | 16,470 | 450 | 2.8% | $3.34万 | 加仓 |
| MTUM | ISHARES TR | $145.31万 | 1.22% | 6,055 | 22 | 0.4% | $5,280 | 加仓 |
| GNMA | ISHARES TR | $161.03万 | 1.36% | 36,325 | 808 | 2.3% | $3.58万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $164.01万 | 1.38% | 19,243 | 0 | 0.0% | — | 不变 |
| DIHP | DIMENSIONAL ETF TRUST | $166.15万 | 1.40% | 51,566 | 1,012 | 2.0% | $3.26万 | 加仓 |
| STIP | ISHARES TR | $170.35万 | 1.43% | 16,470 | 323 | 2.0% | $3.34万 | 加仓 |
| DUSB | DIMENSIONAL ETF TRUST | $171.09万 | 1.44% | 33,740 | -1,437 | -4.1% | -$7.29万 | 减仓 |
| — | AMERICAN CENTY ETF TR | $221.33万 | 1.86% | 28,544 | 2,259 | 8.6% | $17.52万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $243.68万 | 2.05% | 40,921 | 2,466 | 6.4% | $14.69万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $250.66万 | 2.11% | 25,101 | -533 | -2.1% | -$5.32万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $257.84万 | 2.17% | 48,852 | -731 | -1.5% | -$3.86万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $276.66万 | 2.33% | 14,101 | -81 | -0.6% | -$1.59万 | 减仓 |
| DFGX | DIMENSIONAL ETF TRUST | $301.09万 | 2.53% | 57,405 | -1,538 | -2.6% | -$8.07万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $305.12万 | 2.57% | 37,865 | -329 | -0.9% | -$2.65万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $327.58万 | 2.76% | 89,113 | 2,295 | 2.6% | $8.44万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $371.42万 | 3.13% | 109,337 | -7,773 | -6.6% | -$26.40万 | 减仓 |
| AVIG | AMERICAN CENTY ETF TR | $413.26万 | 3.48% | 99,485 | 1,611 | 1.6% | $6.69万 | 加仓 |
| DFIP | DIMENSIONAL ETF TRUST | $417.25万 | 3.51% | 100,011 | 1,563 | 1.6% | $6.52万 | 加仓 |
| DFEV | DIMENSIONAL ETF TRUST | $417.68万 | 3.52% | 116,735 | -1,001 | -0.9% | -$3.58万 | 减仓 |
| AVSF | AMERICAN CENTY ETF TR | $435.37万 | 3.67% | 93,028 | 1,463 | 1.6% | $6.85万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $445.32万 | 3.75% | 91,894 | -2,730 | -2.9% | -$13.23万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $451.09万 | 3.80% | 40,833 | -1,122 | -2.7% | -$12.39万 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $485.38万 | 4.09% | 135,922 | 2,516 | 1.9% | $8.98万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $494.95万 | 4.17% | 58,339 | 449 | 0.8% | $3.81万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,172.33万 | 9.87% | 301,680 | -7,067 | -2.3% | -$27.46万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $1,479.47万 | 12.46% | 133,070 | 2,876 | 2.2% | $31.98万 | 加仓 |