McCartney Wealth Management LLC
CLAYTON MO · SEC CIK 0002110693
$1.32亿2026Q2 申报市值
65持仓数
53.1%前十大占比 · 第一大 13.1%
1 / 1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
INTC 新建仓+$51.80万
DFGX 加仓+$32.27万
AVUS 加仓+$30.02万
DFIP 加仓+$25.24万
AVSF 加仓+$18.67万
2026Q2 卖出最多 按季末市值估算
DUSB 减仓-$32.47万
CVX 清仓-$21.48万
DIMENSIONAL ETF 减仓-$6.96万
DFAX 减仓-$4.20万
DFUV 减仓-$3.53万
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 |
|---|---|---|---|---|---|---|---|---|
| CVX | CHEVRON CORPORATION | $0 | 0.00% | 0 | -1,038 | -100.0% | -$21.48万 | 清仓 |
| USMV | ISHARES TR | $22.21万 | 0.17% | 2,303 | 6 | 0.3% | $579 | 加仓 |
| — | PACER FDS TR | $22.62万 | 0.17% | 4,805 | 0 | 0.0% | — | 不变 |
| FNDE | SCHWAB STRATEGIC TR | $22.83万 | 0.17% | 5,753 | -601 | -9.5% | -$2.38万 | 减仓 |
| — | AMERICAN CENTY ETF TR | $23.05万 | 0.17% | 2,792 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $23.13万 | 0.18% | 337 | 1 | 0.3% | $686 | 加仓 |
| VFMO | VANGUARD WELLINGTON FD | $26.00万 | 0.20% | 1,042 | 2 | 0.2% | $499 | 加仓 |
| VTI | VANGUARD INDEX FDS | $27.65万 | 0.21% | 747 | 0 | 0.0% | — | 不变 |
| NTSX | WISDOMTREE TR | $27.70万 | 0.21% | 4,691 | 100 | 2.2% | $5,905 | 加仓 |
| VB | VANGUARD INDEX FDS | $27.94万 | 0.21% | 922 | 3 | 0.3% | $909 | 加仓 |
| AVGE | AMERICAN CENTY ETF TR | $29.20万 | 0.22% | 2,947 | -9 | -0.3% | -$892 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $29.33万 | 0.22% | 5,560 | -10 | -0.2% | -$528 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $31.86万 | 0.24% | 3,869 | 0 | 0.0% | — | 不变 |
| NULV | NUSHARES ETF TR | $34.48万 | 0.26% | 6,897 | -7 | -0.1% | -$350 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $34.80万 | 0.26% | 4,978 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD SCOTTSDALE FDS | $35.41万 | 0.27% | 2,771 | 3 | 0.1% | $383 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $36.42万 | 0.28% | 12,575 | 622 | 5.2% | $1.80万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $39.83万 | 0.30% | 8,341 | 374 | 4.7% | $1.79万 | 加仓 |
| ESGE | ISHARES INC | $41.36万 | 0.31% | 7,563 | -228 | -2.9% | -$1.25万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $42.35万 | 0.32% | 2,698 | 4 | 0.1% | $628 | 加仓 |
| GEF | GREIF INC | $43.68万 | 0.33% | 5,815 | 0 | 0.0% | — | 不变 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $45.04万 | 0.34% | 10,858 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $45.56万 | 0.35% | 1,574 | 50 | 3.3% | $1.45万 | 加仓 |
| WMT | WALMART INC | $46.19万 | 0.35% | 4,078 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $51.80万 | 0.39% | 3,710 | 3,710 | — | $51.80万 | 新建仓 |
| CAOS | EA SERIES TRUST | $55.71万 | 0.42% | 6,165 | -150 | -2.4% | -$1.36万 | 减仓 |
| MBB | ISHARES TR | $57.70万 | 0.44% | 6,104 | -8 | -0.1% | -$756 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $57.94万 | 0.44% | 11,457 | 0 | 0.0% | — | 不变 |
| SGOV | ISHARES TR | $71.07万 | 0.54% | 7,060 | -277 | -3.8% | -$2.79万 | 减仓 |
| DFSB | DIMENSIONAL ETF TRUST | $83.08万 | 0.63% | 15,943 | 1,984 | 14.2% | $10.34万 | 加仓 |
| NUSC | NUSHARES ETF TR | $85.19万 | 0.65% | 16,345 | 1,894 | 13.1% | $9.87万 | 加仓 |
| FNDB | SCHWAB STRATEGIC TR | $87.18万 | 0.66% | 28,621 | 49 | 0.2% | $1,493 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $90.24万 | 0.68% | 37,380 | -463 | -1.2% | -$1.12万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $96.61万 | 0.73% | 11,790 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $106.01万 | 0.80% | 13,848 | -62 | -0.4% | -$4,746 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $109.32万 | 0.83% | 22,573 | 354 | 1.6% | $1.71万 | 加仓 |
| TIP | ISHARES TR | $116.83万 | 0.89% | 10,676 | 226 | 2.2% | $2.47万 | 加仓 |
| IMTM | ISHARES TR | $117.21万 | 0.89% | 21,979 | -3 | -0.0% | -$160 | 减仓 |
| IGSB | ISHARES TR | $121.37万 | 0.92% | 23,158 | 414 | 1.8% | $2.17万 | 加仓 |
| ISHG | ISHARES TR | $123.96万 | 0.94% | 16,696 | 226 | 1.4% | $1.68万 | 加仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $133.66万 | 1.01% | 4,033 | 0 | 0.0% | — | 不变 |
| DUSB | DIMENSIONAL ETF TRUST | $138.86万 | 1.05% | 27,346 | -6,394 | -19.0% | -$32.47万 | 减仓 |
| GNMA | ISHARES TR | $163.69万 | 1.24% | 37,008 | 683 | 1.9% | $3.02万 | 加仓 |
| STIP | ISHARES TR | $170.02万 | 1.29% | 16,643 | 173 | 1.1% | $1.77万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $176.42万 | 1.34% | 19,243 | 0 | 0.0% | — | 不变 |
| DIHP | DIMENSIONAL ETF TRUST | $181.70万 | 1.38% | 53,244 | 1,678 | 3.3% | $5.73万 | 加仓 |
| MTUM | ISHARES TR | $208.20万 | 1.58% | 6,073 | 18 | 0.3% | $6,171 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $246.97万 | 1.87% | 41,873 | 952 | 2.3% | $5.61万 | 加仓 |
| — | AMERICAN CENTY ETF TR | $248.73万 | 1.89% | 29,256 | 712 | 2.5% | $6.05万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $263.04万 | 1.99% | 25,526 | 425 | 1.7% | $4.38万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $266.55万 | 2.02% | 49,342 | 490 | 1.0% | $2.65万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $310.16万 | 2.35% | 14,232 | 131 | 0.9% | $2.85万 | 加仓 |
| DFGX | DIMENSIONAL ETF TRUST | $339.93万 | 2.58% | 63,426 | 6,021 | 10.5% | $32.27万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $365.34万 | 2.77% | 37,863 | -2 | -0.0% | -$193 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $387.13万 | 2.94% | 92,770 | 3,657 | 4.1% | $15.26万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $398.60万 | 3.02% | 108,197 | -1,140 | -1.0% | -$4.20万 | 减仓 |
| AVIG | AMERICAN CENTY ETF TR | $427.79万 | 3.24% | 103,305 | 3,820 | 3.8% | $15.82万 | 加仓 |
| DFIP | DIMENSIONAL ETF TRUST | $437.84万 | 3.32% | 106,130 | 6,119 | 6.1% | $25.24万 | 加仓 |
| AVSF | AMERICAN CENTY ETF TR | $451.89万 | 3.43% | 97,038 | 4,010 | 4.3% | $18.67万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $501.98万 | 3.81% | 91,253 | -641 | -0.7% | -$3.53万 | 减仓 |
| DFEV | DIMENSIONAL ETF TRUST | $509.50万 | 3.86% | 119,413 | 2,678 | 2.3% | $11.43万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $522.01万 | 3.96% | 41,841 | 1,008 | 2.5% | $12.58万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $531.62万 | 4.03% | 59,599 | 1,260 | 2.2% | $11.24万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $552.28万 | 4.19% | 139,676 | 3,754 | 2.8% | $14.84万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,331.29万 | 10.09% | 300,110 | -1,570 | -0.5% | -$6.96万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $1,734.38万 | 13.15% | 135,414 | 2,344 | 1.8% | $30.02万 | 加仓 |