MCDONALD PARTNERS LLC
CLEVELAND OH · SEC CIK 0001331074
$4.12亿2026Q2 申报市值
621持仓数
25.7%前十大占比 · 第一大 3.9%
408 / 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
HONA 新建仓+$241.47万
USMC 加仓+$237.86万
JIRE 加仓+$231.39万
BLCV 加仓+$221.90万
JSMD 加仓+$205.88万
2026Q2 卖出最多 按季末市值估算
GOOGL 减仓-$707.52万
C 减仓-$562.29万
ROK 减仓-$494.38万
ABBV 减仓-$492.84万
GE 减仓-$469.66万
2026Q2 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| ETN | EATON CORP PLC | $1,610.58万 | 3.91% | 37,797 | 149 | 0.4% | $6.35万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $1,383.19万 | 3.36% | 16,120 | -545 | -3.3% | -$46.76万 | 减仓 |
| AAPL | APPLE INC | $1,340.97万 | 3.26% | 46,343 | -14,135 | -23.4% | -$409.01万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1,201.19万 | 2.92% | 17,489 | 197 | 1.1% | $13.53万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,154.94万 | 2.81% | 30,962 | -5,632 | -15.4% | -$210.08万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $936.43万 | 2.27% | 28,608 | -13,009 | -31.3% | -$425.82万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $859.92万 | 2.09% | 17,185 | -656 | -3.7% | -$32.83万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $815.78万 | 1.98% | 32,121 | 3,002 | 10.3% | $76.24万 | 加仓 |
| RTX | RTX CORPORATION | $645.43万 | 1.57% | 34,018 | -2,972 | -8.0% | -$56.39万 | 减仓 |
| AVGO | BROADCOM INC | $617.21万 | 1.50% | 16,339 | -410 | -2.4% | -$15.49万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $610.36万 | 1.48% | 8,173 | 392 | 5.0% | $29.27万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $604.95万 | 1.47% | 30,234 | 3,487 | 13.0% | $69.77万 | 加仓 |
| IUSG | ISHARES TR | $601.89万 | 1.46% | 32,000 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $576.82万 | 1.40% | 15,929 | -93 | -0.6% | -$3.37万 | 减仓 |
| ABBV | ABBVIE INC | $523.61万 | 1.27% | 20,808 | -19,585 | -48.5% | -$492.84万 | 减仓 |
| JSMD | JANUS DETROIT STR TR | $485.61万 | 1.18% | 47,967 | 20,336 | 73.6% | $205.88万 | 加仓 |
| PNR | PENTAIR PLC | $469.26万 | 1.14% | 61,213 | 4,000 | 7.0% | $30.66万 | 加仓 |
| MWA | MUELLER WTR PRODS INC | $449.97万 | 1.09% | 174,205 | -4,190 | -2.3% | -$10.82万 | 减仓 |
| USMC | PRINCIPAL EXCHANGE TRADED FD | $444.74万 | 1.08% | 59,997 | 32,088 | 115.0% | $237.86万 | 加仓 |
| BLCV | BLACKROCK ETF TRUST | $440.22万 | 1.07% | 106,565 | 53,717 | 101.6% | $221.90万 | 加仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $436.18万 | 1.06% | 52,877 | 28,050 | 113.0% | $231.39万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $416.00万 | 1.01% | 9,600 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $414.86万 | 1.01% | 35,319 | -6,912 | -16.4% | -$81.19万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $414.25万 | 1.01% | 11,178 | -160 | -1.4% | -$5.93万 | 减仓 |
| CVX | CHEVRON CORPORATION | $404.37万 | 0.98% | 24,395 | 3,357 | 16.0% | $55.65万 | 加仓 |
| ORCL | ORACLE CORP | $402.82万 | 0.98% | 27,487 | -280 | -1.0% | -$4.10万 | 减仓 |
| CRH | CRH PLC | $385.25万 | 0.94% | 36,005 | 7,795 | 27.6% | $83.41万 | 加仓 |
| AMZN | AMAZON COM INC | $371.62万 | 0.90% | 15,592 | -14,580 | -48.3% | -$347.50万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $360.96万 | 0.88% | 3,569 | -229 | -6.0% | -$23.16万 | 减仓 |
| C | CITIGROUP INC | $354.17万 | 0.86% | 25,305 | -40,175 | -61.4% | -$562.29万 | 减仓 |
| TXN | TEXAS INSTRS INC | $341.89万 | 0.83% | 11,470 | -85 | -0.7% | -$2.53万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $339.63万 | 0.82% | 12,077 | -15,747 | -56.6% | -$442.84万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $332.60万 | 0.81% | 6,634 | -5,725 | -46.3% | -$287.03万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $327.28万 | 0.79% | 11,263 | -1,114 | -9.0% | -$32.37万 | 减仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $309.12万 | 0.75% | 45,741 | 14,551 | 46.7% | $98.34万 | 加仓 |
| PSX | PHILLIPS 66 | $305.39万 | 0.74% | 18,065 | -27,025 | -59.9% | -$456.86万 | 减仓 |
| QQQ | INVESCO QQQ TR | $293.90万 | 0.71% | 3,991 | -60 | -1.5% | -$4.42万 | 减仓 |
| SJM | SMUCKER J M CO | $293.36万 | 0.71% | 26,076 | -8,675 | -25.0% | -$97.59万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $292.21万 | 0.71% | 41,013 | 510 | 1.3% | $3.63万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $290.78万 | 0.71% | 23,016 | -4,284 | -15.7% | -$54.12万 | 减仓 |
| CMI | CUMMINS INC | $279.86万 | 0.68% | 3,924 | 297 | 8.2% | $21.18万 | 加仓 |
| AGG | ISHARES TR | $275.88万 | 0.67% | 27,872 | -2,269 | -7.5% | -$22.46万 | 减仓 |
| PGR | PROGRESSIVE CORP | $269.28万 | 0.65% | 12,327 | -3,594 | -22.6% | -$78.51万 | 减仓 |
| RPM | RPM INTL INC | $268.43万 | 0.65% | 24,150 | 1,060 | 4.6% | $11.78万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $264.29万 | 0.64% | 49,400 | 20,512 | 71.0% | $109.74万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $260.48万 | 0.63% | 21,891 | -25 | -0.1% | -$2,975 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $258.99万 | 0.63% | 45,855 | 1,305 | 2.9% | $7.37万 | 加仓 |
| GOOG | ALPHABET INC | $257.05万 | 0.62% | 7,275 | -12,984 | -64.1% | -$458.76万 | 减仓 |
| ROKU | ROKU INC | $249.00万 | 0.60% | 18,025 | -225 | -1.2% | -$3.11万 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $247.54万 | 0.60% | 10,430 | 2,735 | 35.5% | $64.91万 | 加仓 |
| VNLA | JANUS DETROIT STR TR | $246.17万 | 0.60% | 50,377 | 24,154 | 92.1% | $118.03万 | 加仓 |
| HON | HONEYWELL INTL INC | $245.30万 | 0.60% | 10,956 | -8,270 | -43.0% | -$185.17万 | 减仓 |
| PFE | PFIZER INC | $243.57万 | 0.59% | 101,152 | -1,400 | -1.4% | -$3.37万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $241.47万 | 0.59% | 10,923 | 10,923 | — | $241.47万 | 新建仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $240.50万 | 0.58% | 39,131 | 7,525 | 23.8% | $46.25万 | 加仓 |
| KEY | KEYCORP | $214.34万 | 0.52% | 92,990 | 30,460 | 48.7% | $70.21万 | 加仓 |
| GOOGL | ALPHABET INC | $213.17万 | 0.52% | 5,965 | -19,798 | -76.8% | -$707.52万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $209.80万 | 0.51% | 8,521 | 1,090 | 14.7% | $26.84万 | 加仓 |
| GLW | CORNING INC | $209.68万 | 0.51% | 8,209 | -300 | -3.5% | -$7.66万 | 减仓 |
| NDSN | NORDSON CORP | $208.92万 | 0.51% | 6,925 | -165 | -2.3% | -$4.98万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $202.46万 | 0.49% | 64,050 | -400 | -0.6% | -$1.26万 | 减仓 |
| — | CF BANKSHARES INC | $192.37万 | 0.47% | 58,702 | -725 | -1.2% | -$2.38万 | 减仓 |
| JTEK | J P MORGAN EXCHANGE TRADED F | $192.34万 | 0.47% | 17,242 | 8,679 | 101.4% | $96.82万 | 加仓 |
| CAIE | CALAMOS ETF TR | $190.47万 | 0.46% | 70,000 | 13,298 | 23.5% | $36.18万 | 加仓 |
| SYY | SYSCO CORP | $190.24万 | 0.46% | 22,762 | 22,762 | — | $190.24万 | 新建仓 |
| — | EXXON MOBIL CORP | $185.01万 | 0.45% | 13,532 | -32,599 | -70.7% | -$445.70万 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $183.83万 | 0.45% | 103,684 | -1,630 | -1.5% | -$2.89万 | 减仓 |
| MRK | MERCK & CO INC | $179.74万 | 0.44% | 13,987 | -290 | -2.0% | -$3.73万 | 减仓 |
| QCOM | QUALCOMM INC | $179.47万 | 0.44% | 9,712 | 70 | 0.7% | $1.29万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $176.38万 | 0.43% | 5,268 | 0 | 0.0% | — | 不变 |
| — | SIREN ETF TR | $175.58万 | 0.43% | 19,157 | -212 | -1.1% | -$1.94万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $174.09万 | 0.42% | 27,681 | -11,550 | -29.4% | -$72.64万 | 减仓 |
| HD | HOME DEPOT INC | $169.74万 | 0.41% | 4,813 | -3,618 | -42.9% | -$127.60万 | 减仓 |
| USB | US BANCORP | $165.41万 | 0.40% | 27,386 | -3,060 | -10.1% | -$18.48万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $163.08万 | 0.40% | 28,302 | -81,087 | -74.1% | -$467.22万 | 减仓 |
| SHY | ISHARES TR | $162.14万 | 0.39% | 19,747 | 903 | 4.8% | $7.41万 | 加仓 |
| ADBE | ADOBE INC | $160.41万 | 0.39% | 7,824 | -50 | -0.6% | -$1.03万 | 减仓 |
| AMBA | AMBARELLA INC | $153.98万 | 0.37% | 17,946 | -125 | -0.7% | -$1.07万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $152.73万 | 0.37% | 14,207 | -119 | -0.8% | -$1.28万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $144.56万 | 0.35% | 9,894 | -3,300 | -25.0% | -$48.22万 | 减仓 |
| MPC | MARATHON PETE CORP | $140.15万 | 0.34% | 5,482 | -35 | -0.6% | -$8,948 | 减仓 |
| USMV | ISHARES TR | $139.87万 | 0.34% | 14,500 | 0 | 0.0% | — | 不变 |
| EQIN | COLUMBIA ETF TR I | $137.43万 | 0.33% | 26,788 | 3,406 | 14.6% | $17.47万 | 加仓 |
| — | SILA REALTY TRUST INC | $136.02万 | 0.33% | 44,802 | 0 | 0.0% | — | 不变 |
| HY | HYSTER-YALE INC | $134.65万 | 0.33% | 38,406 | -6,250 | -14.0% | -$21.91万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $134.61万 | 0.33% | 22,551 | 717 | 3.3% | $4.28万 | 加仓 |
| WDFC | WD 40 CO | $134.51万 | 0.33% | 5,521 | -146 | -2.6% | -$3.56万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $125.47万 | 0.30% | 1,087 | -38 | -3.4% | -$4.39万 | 减仓 |
| GNRC | GENERAC HLDGS INC | $125.18万 | 0.30% | 4,275 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $124.97万 | 0.30% | 5,506 | 5,506 | — | $124.97万 | 新建仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $120.55万 | 0.29% | 3,000 | -74 | -2.4% | -$2.97万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $115.43万 | 0.28% | 1,987 | 257 | 14.9% | $14.93万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $114.26万 | 0.28% | 6,316 | -39 | -0.6% | -$7,055 | 减仓 |
| NEE | NEXTERA ENERGY INC | $113.93万 | 0.28% | 12,980 | -505 | -3.7% | -$4.43万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $113.79万 | 0.28% | 2,740 | 0 | 0.0% | — | 不变 |
| XYL | XYLEM INC | $112.87万 | 0.27% | 9,548 | -80 | -0.8% | -$9,457 | 减仓 |
| PKBK | PARKE BANCORP INC | $110.91万 | 0.27% | 33,448 | 0 | 0.0% | — | 不变 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $106.27万 | 0.26% | 19,375 | -150 | -0.8% | -$8,228 | 减仓 |
| PEP | PEPSICO INC | $102.66万 | 0.25% | 7,582 | -145 | -1.9% | -$1.96万 | 减仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $101.92万 | 0.25% | 15,100 | 0 | 0.0% | — | 不变 |