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 |
|---|---|---|---|---|---|---|---|---|
| TXT | TEXTRON INC | $0 | 0.00% | 0 | -51,000 | -100.0% | -$446.56万 | 清仓 |
| SHV | ISHARES TR | $0 | 0.00% | 0 | -4,500 | -100.0% | -$49.68万 | 清仓 |
| USA | LIBERTY ALL STAR EQUITY FD | $0 | 0.00% | 0 | -55,146 | -100.0% | -$30.61万 | 清仓 |
| FWDI | FORWARD INDUSTRIES INC | $34 | 0.00% | 8 | 8 | — | $34 | 新建仓 |
| GRPN | GROUPON INC | $48 | 0.00% | 2 | 2 | — | $48 | 新建仓 |
| — | ORGANIGRAM GLOBAL INC | $51 | 0.00% | 50 | 50 | — | $51 | 新建仓 |
| — | INOVIO PHARMACEUTICALS INC | $64 | 0.00% | 58 | 58 | — | $64 | 新建仓 |
| — | NET LEASE OFFICE PROPERTIES | $113 | 0.00% | 10 | 10 | — | $113 | 新建仓 |
| — | BUZZFEED INC | $146 | 0.00% | 100 | 100 | — | $146 | 新建仓 |
| — | CYBIN INC | $172 | 0.00% | 26 | 26 | — | $172 | 新建仓 |
| RUN | SUNRUN INC | $174 | 0.00% | 13 | 13 | — | $174 | 新建仓 |
| UPST | UPSTART HLDGS INC | $213 | 0.00% | 6 | 6 | — | $213 | 新建仓 |
| VSNT | VERSANT MEDIA GROUP INC | $216 | 0.00% | 6 | 6 | — | $216 | 新建仓 |
| VNT | VONTIER CORPORATION | $232 | 0.00% | 8 | 8 | — | $232 | 新建仓 |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $292 | 0.00% | 5 | 5 | — | $292 | 新建仓 |
| ETH | GRAYSCALE ETHEREUM STAKING | $301 | 0.00% | 20 | 20 | — | $301 | 新建仓 |
| U | UNITY SOFTWARE INC | $343 | 0.00% | 12 | 12 | — | $343 | 新建仓 |
| — | FIDELITY COVINGTON TRUST | $407 | 0.00% | 21 | 21 | — | $407 | 新建仓 |
| VTRS | VIATRIS INC | $413 | 0.00% | 26 | 26 | — | $413 | 新建仓 |
| FSLY | FASTLY INC | $459 | 0.00% | 25 | 25 | — | $459 | 新建仓 |
| SNOW | SNOWFLAKE INC | $509 | 0.00% | 2 | 2 | — | $509 | 新建仓 |
| WAB | WABTEC | $539 | 0.00% | 2 | 2 | — | $539 | 新建仓 |
| RBLX | ROBLOX CORP | $544 | 0.00% | 10 | 10 | — | $544 | 新建仓 |
| — | AMERICAN BITCOIN CORP. | $647 | 0.00% | 950 | 950 | — | $647 | 新建仓 |
| TTD | THE TRADE DESK INC | $723 | 0.00% | 40 | 40 | — | $723 | 新建仓 |
| NEOG | NEOGEN CORP | $845 | 0.00% | 94 | 94 | — | $845 | 新建仓 |
| APH | AMPHENOL CORP | $882 | 0.00% | 5 | 5 | — | $882 | 新建仓 |
| PATH | UIPATH INC | $924 | 0.00% | 85 | 85 | — | $924 | 新建仓 |
| CVNA | CARVANA CO | $987 | 0.00% | 15 | 15 | — | $987 | 新建仓 |
| BB | BLACKBERRY LTD | $1,012 | 0.00% | 80 | 80 | — | $1,012 | 新建仓 |
| KD | KYNDRYL HLDGS INC | $1,097 | 0.00% | 97 | 97 | — | $1,097 | 新建仓 |
| TDAY | USA TODAY CO INC | $1,103 | 0.00% | 129 | 129 | — | $1,103 | 新建仓 |
| NOVT | NOVANTA INC | $1,136 | 0.00% | 7 | 7 | — | $1,136 | 新建仓 |
| OGN | ORGANON & CO | $1,205 | 0.00% | 89 | 89 | — | $1,205 | 新建仓 |
| WDAY | WORKDAY INC | $1,224 | 0.00% | 10 | 10 | — | $1,224 | 新建仓 |
| SSYS | STRATASYS LTD | $1,241 | 0.00% | 145 | 145 | — | $1,241 | 新建仓 |
| GH | GUARDANT HEALTH INC | $1,350 | 0.00% | 9 | 9 | — | $1,350 | 新建仓 |
| — | 20/20 BIOLABS INC | $1,539 | 0.00% | 2,800 | 2,800 | — | $1,539 | 新建仓 |
| IWO | ISHARES TR | $1,576 | 0.00% | 4 | 4 | — | $1,576 | 新建仓 |
| KMX | CARMAX INC | $1,587 | 0.00% | 30 | 30 | — | $1,587 | 新建仓 |
| BITO | PROSHARES TR | $1,596 | 0.00% | 200 | 200 | — | $1,596 | 新建仓 |
| HYG | ISHARES TR | $1,599 | 0.00% | 20 | 20 | — | $1,599 | 新建仓 |
| — | AMPLIFY ETF TR | $1,674 | 0.00% | 65 | 65 | — | $1,674 | 新建仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $1,676 | 0.00% | 17 | 17 | — | $1,676 | 新建仓 |
| OPCH | OPTION CARE HEALTH INC | $1,678 | 0.00% | 80 | 80 | — | $1,678 | 新建仓 |
| ATOM | ATOMERA INC | $1,698 | 0.00% | 195 | 195 | — | $1,698 | 新建仓 |
| MICC | MAGNUM ICE CREAM CO NV | $1,741 | 0.00% | 100 | 100 | — | $1,741 | 新建仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $1,787 | 0.00% | 103 | 103 | — | $1,787 | 新建仓 |
| PSUS | PERSHING SQUARE USA LTD | $1,869 | 0.00% | 50 | 50 | — | $1,869 | 新建仓 |
| MDLZ | MONDELEZ INTL INC | $1,909 | 0.00% | 33 | 33 | — | $1,909 | 新建仓 |
| MSGE | MADISON SQUARE GARDEN ENTMT | $2,022 | 0.00% | 25 | 25 | — | $2,022 | 新建仓 |
| SNDK | SANDISK CORP | $2,274 | 0.00% | 1 | 1 | — | $2,274 | 新建仓 |
| FBND | FIDELITY MERRIMACK STR TR | $2,275 | 0.00% | 50 | 50 | — | $2,275 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP | $2,484 | 0.00% | 10 | 10 | — | $2,484 | 新建仓 |
| — | GRAYSCALE ETHEREUM STAKING E | $2,552 | 0.00% | 200 | 200 | — | $2,552 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $2,555 | 0.00% | 4 | 4 | — | $2,555 | 新建仓 |
| RAL | RALLIANT CORP | $2,577 | 0.00% | 35 | 35 | — | $2,577 | 新建仓 |
| RDDT | REDDIT INC | $2,604 | 0.00% | 15 | 15 | — | $2,604 | 新建仓 |
| CCI | CROWN CASTLE INC | $2,726 | 0.00% | 36 | 36 | — | $2,726 | 新建仓 |
| YUMC | YUM CHINA HLDGS INC | $2,779 | 0.00% | 68 | 68 | — | $2,779 | 新建仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $2,892 | 0.00% | 12 | 12 | — | $2,892 | 新建仓 |
| FWONA | LIBERTY MEDIA CORP DEL | $2,976 | 0.00% | 34 | 34 | — | $2,976 | 新建仓 |
| VALE | VALE S A | $3,008 | 0.00% | 200 | 200 | — | $3,008 | 新建仓 |
| DFTX | DEFINIUM THERAPEUTICS INC | $3,105 | 0.00% | 66 | 66 | — | $3,105 | 新建仓 |
| SE | SEA LTD | $3,354 | 0.00% | 35 | 35 | — | $3,354 | 新建仓 |
| BABA | ALIBABA GROUP HLDG LTD | $3,359 | 0.00% | 35 | 35 | — | $3,359 | 新建仓 |
| FTV | FORTIVE CORP | $3,604 | 0.00% | 59 | 59 | — | $3,604 | 新建仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $3,648 | 0.00% | 40 | 40 | — | $3,648 | 新建仓 |
| AAON | AAON INC | $3,679 | 0.00% | 29 | 29 | — | $3,679 | 新建仓 |
| EEM | ISHARES TR | $3,694 | 0.00% | 54 | 54 | — | $3,694 | 新建仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $3,840 | 0.00% | 130 | 130 | — | $3,840 | 新建仓 |
| WHR | WHIRLPOOL CORP | $3,942 | 0.00% | 100 | 100 | — | $3,942 | 新建仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $3,950 | 0.00% | 100 | 100 | — | $3,950 | 新建仓 |
| PYPL | PAYPAL HLDGS INC | $3,973 | 0.00% | 92 | 92 | — | $3,973 | 新建仓 |
| — | WISDOMTREE TR | $4,037 | 0.00% | 61 | 61 | — | $4,037 | 新建仓 |
| VTR | VENTAS INC | $4,085 | 0.00% | 46 | 46 | — | $4,085 | 新建仓 |
| BRBR | BELLRING BRANDS INC | $4,089 | 0.00% | 316 | 316 | — | $4,089 | 新建仓 |
| DKNG | DRAFTKINGS INC NEW | $4,168 | 0.00% | 165 | 165 | — | $4,168 | 新建仓 |
| LULU | LULULEMON ATHLETICA INC | $4,225 | 0.00% | 37 | 37 | — | $4,225 | 新建仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $4,307 | 0.00% | 35 | 35 | — | $4,307 | 新建仓 |
| SPHR | SPHERE ENTERTAINMENT CO | $4,326 | 0.00% | 25 | 25 | — | $4,326 | 新建仓 |
| UAA | UNDER ARMOUR INC | $4,473 | 0.00% | 700 | 700 | — | $4,473 | 新建仓 |
| JOET | VIRTUS ETF TR II | $4,582 | 0.00% | 99 | 99 | — | $4,582 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $4,690 | 0.00% | 65 | 65 | — | $4,690 | 新建仓 |
| CMCSA | COMCAST CORP NEW | $4,812 | 0.00% | 196 | 196 | — | $4,812 | 新建仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $5,036 | 0.00% | 83 | 83 | — | $5,036 | 新建仓 |
| CSGP | COSTAR GROUP INC | $5,098 | 0.00% | 180 | 180 | — | $5,098 | 新建仓 |
| NIO | NIO INC | $5,106 | 0.00% | 1,009 | 1,009 | — | $5,106 | 新建仓 |
| PINS | PINTEREST INC | $5,110 | 0.00% | 243 | 243 | — | $5,110 | 新建仓 |
| APP | APPLOVIN CORP | $5,152 | 0.00% | 10 | 10 | — | $5,152 | 新建仓 |
| CDW | CDW CORP | $5,204 | 0.00% | 37 | 37 | — | $5,204 | 新建仓 |
| RIO | RIO TINTO PLC | $5,221 | 0.00% | 55 | 55 | — | $5,221 | 新建仓 |
| SCZ | ISHARES TR | $5,265 | 0.00% | 64 | 64 | — | $5,265 | 新建仓 |
| BAX | BAXTER INTL INC | $5,330 | 0.00% | 250 | 250 | — | $5,330 | 新建仓 |
| CIM | CHIMERA INVT CORP | $5,336 | 0.00% | 400 | 400 | — | $5,336 | 新建仓 |
| EFX | EQUIFAX INC | $5,396 | 0.00% | 34 | 34 | — | $5,396 | 新建仓 |
| SOLV | SOLVENTUM CORP | $5,401 | 0.00% | 70 | 70 | — | $5,401 | 新建仓 |
| DOW | DOW HLDGS INC | $5,554 | 0.00% | 203 | 203 | — | $5,554 | 新建仓 |
| NFG | NATIONAL FUEL GAS CO | $5,791 | 0.00% | 75 | 75 | — | $5,791 | 新建仓 |
| BHP | BHP BILLITON LIMITED | $5,832 | 0.00% | 70 | 70 | — | $5,832 | 新建仓 |