MCDONALD PARTNERS LLC
CLEVELAND OH · SEC CIK 0001331074
$4.24亿2026Q1 申报市值
208持仓数
26.0%前十大占比 · 第一大 3.6%
15 / 3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
GOOGL 加仓+$539.98万
BMY 加仓+$504.37万
PSX 加仓+$492.36万
EXXON MOBIL CORP 加仓+$467.42万
COP 加仓+$467.39万
2026Q1 卖出最多 按季末市值估算
NVDA 减仓-$51.24万
BLACKROCK ETF TR 清仓-$50.90万
RTX 减仓-$47.78万
LQD 减仓-$43.60万
SPY 减仓-$36.68万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| ILMN | ILLUMINA INC | $72.12万 | 0.17% | 5,801 | -67 | -1.1% | -$8,330 | 减仓 |
| IT | GARTNER INC | $73.47万 | 0.17% | 4,640 | 0 | 0.0% | — | 不变 |
| JMST | J P MORGAN EXCHANGE TRADED F | $74.43万 | 0.18% | 14,600 | 0 | 0.0% | — | 不变 |
| J | JACOBS SOLUTIONS INC | $75.29万 | 0.18% | 5,915 | 0 | 0.0% | — | 不变 |
| APO | APOLLO GLOBAL MGMT INC | $76.58万 | 0.18% | 6,873 | -63 | -0.9% | -$7,019 | 减仓 |
| VBR | VANGUARD INDEX FDS | $78.34万 | 0.18% | 3,606 | 172 | 5.0% | $3.74万 | 加仓 |
| VO | VANGUARD INDEX FDS | $79.94万 | 0.19% | 2,783 | 1,396 | 100.6% | $40.10万 | 加仓 |
| GNRC | GENERAC HLDGS INC | $83.50万 | 0.20% | 4,275 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $84.04万 | 0.20% | 5,745 | 840 | 17.1% | $12.29万 | 加仓 |
| LECO | LINCOLN ELEC HLDGS INC | $84.21万 | 0.20% | 3,381 | -283 | -7.7% | -$7.05万 | 减仓 |
| FUMB | FIRST TR EXCH TRADED FD III | $85.21万 | 0.20% | 42,500 | -500 | -1.2% | -$1.00万 | 减仓 |
| WM | WASTE MGMT INC DEL | $90.52万 | 0.21% | 3,939 | -78 | -1.9% | -$1.79万 | 减仓 |
| AMBA | AMBARELLA INC | $93.79万 | 0.22% | 18,071 | -450 | -2.4% | -$2.34万 | 减仓 |
| — | SPDR INDEX SHS FDS | $94.97万 | 0.22% | 6,635 | 85 | 1.3% | $1.22万 | 加仓 |
| PKBK | PARKE BANCORP INC | $94.99万 | 0.22% | 33,448 | 0 | 0.0% | — | 不变 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $98.10万 | 0.23% | 15,100 | -200 | -1.3% | -$1.30万 | 减仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $98.80万 | 0.23% | 3,074 | -231 | -7.0% | -$7.42万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $105.09万 | 0.25% | 6,355 | -151 | -2.3% | -$2.50万 | 减仓 |
| — | SILA REALTY TRUST INC | $106.09万 | 0.25% | 44,802 | 1,892 | 4.4% | $4.48万 | 加仓 |
| NFLX | NETFLIX INC. | $108.89万 | 0.26% | 11,325 | -650 | -5.4% | -$6.25万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $112.53万 | 0.27% | 22,417 | -552 | -2.4% | -$2.77万 | 减仓 |
| EQIN | COLUMBIA ETF TR I | $114.92万 | 0.27% | 23,382 | 6,149 | 35.7% | $30.22万 | 加仓 |
| XYL | XYLEM INC | $115.05万 | 0.27% | 9,628 | -190 | -1.9% | -$2.27万 | 减仓 |
| WDFC | WD 40 CO | $115.57万 | 0.27% | 5,667 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $115.70万 | 0.27% | 8,509 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $118.02万 | 0.28% | 21,834 | 13,163 | 151.8% | $71.15万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $118.91万 | 0.28% | 2,740 | -50 | -1.8% | -$2.17万 | 减仓 |
| KEY | KEYCORP | $119.36万 | 0.28% | 62,530 | 2,610 | 4.4% | $4.98万 | 加仓 |
| PEP | PEPSICO INC | $119.99万 | 0.28% | 7,727 | -376 | -4.6% | -$5.84万 | 减仓 |
| QCOM | QUALCOMM INC | $124.17万 | 0.29% | 9,642 | -710 | -6.9% | -$9.14万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $125.25万 | 0.30% | 13,485 | -96 | -0.7% | -$8,916 | 减仓 |
| VNLA | JANUS DETROIT STR TR | $128.13万 | 0.30% | 26,223 | 17,781 | 210.6% | $86.88万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $132.01万 | 0.31% | 5,268 | 343 | 7.0% | $8.59万 | 加仓 |
| USMV | ISHARES TR | $134.47万 | 0.32% | 14,500 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $134.73万 | 0.32% | 5,517 | -50 | -0.9% | -$1.22万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $140.94万 | 0.33% | 14,326 | -193 | -1.3% | -$1.90万 | 减仓 |
| CAIE | CALAMOS ETF TR | $142.55万 | 0.34% | 56,702 | 1,702 | 3.1% | $4.28万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $144.69万 | 0.34% | 7,297 | 16 | 0.2% | $3,173 | 加仓 |
| HY | HYSTER-YALE INC | $145.18万 | 0.34% | 44,656 | 4,286 | 10.6% | $13.93万 | 加仓 |
| — | SIREN ETF TR | $148.56万 | 0.35% | 19,369 | -1,360 | -6.6% | -$10.43万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $154.63万 | 0.36% | 7,431 | 266 | 3.7% | $5.54万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $155.33万 | 0.37% | 28,888 | 16,877 | 140.5% | $90.75万 | 加仓 |
| SHY | ISHARES TR | $155.59万 | 0.37% | 18,844 | 7,310 | 63.4% | $60.36万 | 加仓 |
| USB | US BANCORP | $158.35万 | 0.37% | 30,446 | -2,287 | -7.0% | -$11.89万 | 减仓 |
| — | DUPONT DE NEMOURS INC | $158.61万 | 0.37% | 34,630 | 20,642 | 147.6% | $94.54万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $164.82万 | 0.39% | 105,314 | -15,900 | -13.1% | -$24.88万 | 减仓 |
| — | CF BANKSHARES INC | $165.86万 | 0.39% | 59,427 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $167.49万 | 0.40% | 57,775 | 10,315 | 21.7% | $29.90万 | 加仓 |
| MRK | MERCK & CO INC | $171.74万 | 0.41% | 14,277 | 46 | 0.3% | $5,534 | 加仓 |
| ROKU | ROKU INC | $172.68万 | 0.41% | 18,250 | 550 | 3.1% | $5.20万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $172.78万 | 0.41% | 13,194 | 246 | 1.9% | $3.22万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $175.48万 | 0.41% | 31,606 | -2,353 | -6.9% | -$13.06万 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $177.98万 | 0.42% | 7,695 | 10 | 0.1% | $2,313 | 加仓 |
| USMC | PRINCIPAL EXCHANGE TRADED FD | $179.49万 | 0.42% | 27,909 | 21,403 | 329.0% | $137.65万 | 加仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $188.05万 | 0.44% | 24,827 | 19,749 | 388.9% | $149.58万 | 加仓 |
| NDSN | NORDSON CORP | $188.64万 | 0.44% | 7,090 | 165 | 2.4% | $4.39万 | 加仓 |
| BLCV | BLACKROCK ETF TRUST | $190.86万 | 0.45% | 52,848 | 52,848 | — | $190.86万 | 新建仓 |
| ADBE | ADOBE INC | $191.40万 | 0.45% | 7,874 | -18 | -0.2% | -$4,375 | 减仓 |
| Q | QNITY ELECTRONICS INC | $192.87万 | 0.45% | 16,716 | 12,728 | 319.2% | $146.86万 | 加仓 |
| CMI | CUMMINS INC | $195.14万 | 0.46% | 3,627 | -642 | -15.0% | -$34.54万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $196.46万 | 0.46% | 30,225 | 30,225 | — | $196.46万 | 新建仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $199.34万 | 0.47% | 31,190 | 14,691 | 89.0% | $93.89万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $205.11万 | 0.48% | 9,600 | -300 | -3.0% | -$6.41万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $214.58万 | 0.51% | 21,916 | -250 | -1.1% | -$2.45万 | 减仓 |
| JSMD | JANUS DETROIT STR TR | $219.26万 | 0.52% | 27,631 | 17,603 | 175.5% | $139.68万 | 加仓 |
| TXN | TEXAS INSTRS INC | $224.33万 | 0.53% | 11,555 | 0 | 0.0% | — | 不变 |
| RPM | RPM INTL INC | $229.51万 | 0.54% | 23,090 | 3,440 | 17.5% | $34.19万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $230.60万 | 0.54% | 39,231 | 623 | 1.6% | $3.66万 | 加仓 |
| CRM | SALESFORCE INC | $232.91万 | 0.55% | 12,477 | 12,477 | — | $232.91万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $233.82万 | 0.55% | 4,051 | -3 | -0.1% | -$1,732 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $252.51万 | 0.60% | 44,550 | 3,588 | 8.8% | $20.34万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $259.55万 | 0.61% | 40,503 | 23,313 | 135.6% | $149.39万 | 加仓 |
| HD | HOME DEPOT INC | $277.29万 | 0.65% | 8,431 | 1,785 | 26.9% | $58.71万 | 加仓 |
| PFE | PFIZER INC | $287.97万 | 0.68% | 102,552 | 7,726 | 8.1% | $21.69万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $291.96万 | 0.69% | 64,450 | 3,475 | 5.7% | $15.74万 | 加仓 |
| CRH | CRH PLC | $294.97万 | 0.70% | 28,210 | -2,980 | -9.6% | -$31.16万 | 减仓 |
| AGG | ISHARES TR | $299.21万 | 0.71% | 30,141 | 12,779 | 73.6% | $126.86万 | 加仓 |
| PGR | PROGRESSIVE CORP | $315.62万 | 0.74% | 15,921 | 3,854 | 31.9% | $76.40万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $321.31万 | 0.76% | 3,798 | -15 | -0.4% | -$1.27万 | 减仓 |
| CSCO | CISCO SYS INC | $327.67万 | 0.77% | 42,231 | -2,155 | -4.9% | -$16.72万 | 减仓 |
| SJM | SMUCKER J M CO | $335.14万 | 0.79% | 34,751 | 9,914 | 39.9% | $95.61万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $358.88万 | 0.85% | 10,000 | 10,000 | — | $358.88万 | 新建仓 |
| MAR | MARRIOTT INTL INC NEW | $370.83万 | 0.87% | 11,338 | -125 | -1.1% | -$4.09万 | 减仓 |
| YUM | YUM BRANDS INC | $374.21万 | 0.88% | 24,068 | 24,068 | — | $374.21万 | 新建仓 |
| GILD | GILEAD SCIENCES INC | $380.48万 | 0.90% | 27,300 | -996 | -3.5% | -$13.88万 | 减仓 |
| ORCL | ORACLE CORP | $408.48万 | 0.96% | 27,767 | 575 | 2.1% | $8.46万 | 加仓 |
| GE | GE AEROSPACE | $409.74万 | 0.97% | 14,439 | 12,336 | 586.6% | $350.06万 | 加仓 |
| BAC | BANK AMERICA CORP | $415.66万 | 0.98% | 85,264 | 75,200 | 747.2% | $366.60万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $427.20万 | 1.01% | 12,377 | -3 | -0.0% | -$1,035 | 减仓 |
| — | HONEYWELL INTL INC | $434.57万 | 1.02% | 19,226 | -260 | -1.3% | -$5.88万 | 减仓 |
| CVX | CHEVRON CORPORATION | $435.29万 | 1.03% | 21,038 | -477 | -2.2% | -$9.87万 | 减仓 |
| TXT | TEXTRON INC | $446.56万 | 1.05% | 51,000 | 51,000 | — | $446.56万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $466.47万 | 1.10% | 26,747 | -2,938 | -9.9% | -$51.24万 | 减仓 |
| MWA | MUELLER WTR PRODS INC | $490.41万 | 1.16% | 178,395 | 26,150 | 17.2% | $71.89万 | 加仓 |
| IUSG | ISHARES TR | $496.35万 | 1.17% | 32,000 | -33 | -0.1% | -$5,119 | 减仓 |
| PNR | PENTAIR PLC | $497.95万 | 1.17% | 57,213 | 3,594 | 6.7% | $31.28万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $506.08万 | 1.19% | 7,781 | -564 | -6.8% | -$36.68万 | 减仓 |
| AVGO | BROADCOM INC | $518.40万 | 1.22% | 16,749 | 1,812 | 12.1% | $56.08万 | 加仓 |
| AMGN | AMGEN INC | $563.73万 | 1.33% | 16,022 | -47 | -0.3% | -$1.65万 | 减仓 |
| COP | CONOCOPHILLIPS | $576.88万 | 1.36% | 43,703 | 35,408 | 426.9% | $467.39万 | 加仓 |