McCarthy Asset Management, Inc. 13F 持仓 · 2026年Q2
McCarthy Asset Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 29 只证券，申报市值合计 2.11 亿美元。前几大持仓：VIG（13.95%）、VCSH（12.80%）、SCHD（12.10%）。本季前 25 大持仓中：新建仓 1 只、增持 11 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VIG | VANGUARD SPECIALIZED FUNDS | $29.4M | 13.95% | 124,375 | 增持 |
| 2 | VCSH | VANGUARD SCOTTSDALE FDS | $27.0M | 12.80% | 341,630 | 增持 |
| 3 | SCHD | SCHWAB STRATEGIC TR | $25.5M | 12.10% | 805,382 | 减持 |
| 4 | TCAF | T ROWE PRICE EXCHANGE-TRADED | $22.1M | 10.47% | 537,516 | 减持 |
| 5 | VXUS | VANGUARD STAR FDS | $19.7M | 9.32% | 230,112 | 增持 |
| 6 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $13.7M | 6.48% | 277,359 | 增持 |
| 7 | SCHG | SCHWAB STRATEGIC TR | $12.2M | 5.80% | 361,545 | 增持 |
| 8 | BND | VANGUARD BD INDEX FDS | $10.7M | 5.08% | 146,097 | 增持 |
| 9 | CGGR | CAPITAL GROUP GROWTH ETF | $10.1M | 4.80% | 214,639 | 增持 |
| 10 | SCHM | SCHWAB STRATEGIC TR | $8.1M | 3.83% | 219,273 | 增持 |
| 11 | JPIE | J P MORGAN EXCHANGE TRADED F | $7.9M | 3.75% | 171,797 | 减持 |
| 12 | IWF | ISHARES TR | $5.3M | 2.50% | 42,471 | 增持 |
| 13 | DFAC | DIMENSIONAL ETF TRUST | $4.7M | 2.23% | 105,934 | 减持 |
| 14 | JPST | J P MORGAN EXCHANGE TRADED F | $3.9M | 1.86% | 77,793 | 减持 |
| 15 | JNJ | JOHNSON & JOHNSON | $2.8M | 1.32% | 10,933 | 增持 |
| 16 | IWB | ISHARES TR | $1.6M | 0.76% | 3,939 | 增持 |
| 17 | SCHB | SCHWAB STRATEGIC TR | $1.2M | 0.58% | 42,395 | 减持 |
| 18 | AMAT | APPLIED MATLS INC | $830,414 | 0.39% | 1,149 | 减持 |
| 19 | AAPL | APPLE INC | $701,332 | 0.33% | 2,424 | 减持 |
| 20 | TSLA | TESLA INC | $555,192 | 0.26% | 1,320 | 持平 |
| 21 | GOOG | ALPHABET INC | $523,635 | 0.25% | 1,482 | 减持 |
| 22 | GOOGL | ALPHABET INC | $466,688 | 0.22% | 1,306 | 减持 |
| 23 | MSFT | MICROSOFT CORP | $380,145 | 0.18% | 1,019 | 减持 |
| 24 | AMD | ADVANCED MICRO DEVICES INC | $361,326 | 0.17% | 622 | 新建仓 |
| 25 | AMZN | AMAZON COM INC | $340,350 | 0.16% | 1,428 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR