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 |
|---|---|---|---|---|---|---|---|---|
| BSV | VANGUARD BD INDEX FDS | $5,843 | 0.00% | 75 | 75 | — | $5,843 | 新建仓 |
| BCI | ABRDN ETFS | $5,942 | 0.00% | 266 | 266 | — | $5,942 | 新建仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $6,115 | 0.00% | 77 | 77 | — | $6,115 | 新建仓 |
| CDNA | CAREDX INC | $6,128 | 0.00% | 215 | 215 | — | $6,128 | 新建仓 |
| ENPH | ENPHASE ENERGY INC | $6,155 | 0.00% | 125 | 125 | — | $6,155 | 新建仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $6,263 | 0.00% | 100 | 100 | — | $6,263 | 新建仓 |
| NVS | NOVARTIS AG | $6,269 | 0.00% | 40 | 40 | — | $6,269 | 新建仓 |
| XIFR | XPLR INFRASTRUCTURE LP | $6,318 | 0.00% | 535 | 535 | — | $6,318 | 新建仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $6,412 | 0.00% | 400 | 400 | — | $6,412 | 新建仓 |
| O | REALTY INCOME CORP | $6,506 | 0.00% | 105 | 105 | — | $6,506 | 新建仓 |
| TDG | TRANSDIGM GROUP INC | $6,660 | 0.00% | 5 | 5 | — | $6,660 | 新建仓 |
| SPSB | SPDR SERIES TRUST | $6,722 | 0.00% | 224 | 224 | — | $6,722 | 新建仓 |
| XLB | SELECT SECTOR SPDR TR | $6,811 | 0.00% | 134 | 134 | — | $6,811 | 新建仓 |
| RWO | SPDR INDEX SHS FDS | $6,910 | 0.00% | 139 | 139 | — | $6,910 | 新建仓 |
| ROK | ROCKWELL AUTOMATION INC | $6,931 | 0.00% | 14 | -9,986 | -99.9% | -$494.38万 | 减仓 |
| HLN | HALEON PLC | $6,998 | 0.00% | 750 | 750 | — | $6,998 | 新建仓 |
| JKHY | HENRY JACK & ASSOC INC | $7,025 | 0.00% | 51 | 51 | — | $7,025 | 新建仓 |
| INTU | INTUIT | $7,308 | 0.00% | 28 | 28 | — | $7,308 | 新建仓 |
| RLI | RLI CORP | $7,325 | 0.00% | 124 | 124 | — | $7,325 | 新建仓 |
| WMB | WILLIAMS COS INC | $7,434 | 0.00% | 100 | 100 | — | $7,434 | 新建仓 |
| AGGY | WISDOMTREE TR | $7,522 | 0.00% | 173 | 173 | — | $7,522 | 新建仓 |
| WEC | WEC ENERGY GROUP INC | $7,590 | 0.00% | 65 | 65 | — | $7,590 | 新建仓 |
| XYZ | BLOCK INC | $7,600 | 0.00% | 100 | 100 | — | $7,600 | 新建仓 |
| VHT | VANGUARD WORLD FD | $7,774 | 0.00% | 26 | 26 | — | $7,774 | 新建仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $7,789 | 0.00% | 43 | 43 | — | $7,789 | 新建仓 |
| PLUG | PLUG PWR INC | $7,791 | 0.00% | 2,875 | 2,875 | — | $7,791 | 新建仓 |
| — | CALAMOS ETF TR | $7,874 | 0.00% | 455 | 455 | — | $7,874 | 新建仓 |
| EL | LAUDER ESTEE COS INC | $7,895 | 0.00% | 100 | 100 | — | $7,895 | 新建仓 |
| QHY | WISDOMTREE TR | $8,292 | 0.00% | 181 | 181 | — | $8,292 | 新建仓 |
| RITM | RITHM CAPITAL CORP | $8,451 | 0.00% | 900 | -50,000 | -98.2% | -$46.95万 | 减仓 |
| OKTA | OKTA INC | $8,460 | 0.00% | 62 | 62 | — | $8,460 | 新建仓 |
| MTUM | ISHARES TR | $8,571 | 0.00% | 25 | 25 | — | $8,571 | 新建仓 |
| IEI | ISHARES TR | $8,691 | 0.00% | 74 | 74 | — | $8,691 | 新建仓 |
| MET | METLIFE INC | $8,799 | 0.00% | 104 | 104 | — | $8,799 | 新建仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $8,849 | 0.00% | 341 | 341 | — | $8,849 | 新建仓 |
| BMI | BADGER METER INC | $8,903 | 0.00% | 60 | 60 | — | $8,903 | 新建仓 |
| — | COLUMBIA ETF TR II | $8,947 | 0.00% | 150 | 150 | — | $8,947 | 新建仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $9,233 | 0.00% | 75 | 75 | — | $9,233 | 新建仓 |
| AES | AES CORP | $9,236 | 0.00% | 630 | 630 | — | $9,236 | 新建仓 |
| TYL | TYLER TECHNOLOGIES INC | $9,359 | 0.00% | 32 | 32 | — | $9,359 | 新建仓 |
| TFX | TELEFLEX INCORPORATED | $9,507 | 0.00% | 75 | 75 | — | $9,507 | 新建仓 |
| EOG | EOG RES INC | $9,730 | 0.00% | 75 | 75 | — | $9,730 | 新建仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $9,787 | 0.00% | 46 | 46 | — | $9,787 | 新建仓 |
| ONDS | ONDAS INC | $9,888 | 0.00% | 1,200 | 1,200 | — | $9,888 | 新建仓 |
| IWF | ISHARES TR | $9,934 | 0.00% | 80 | 80 | — | $9,934 | 新建仓 |
| FLNC | FLUENCE ENERGY INC | $9,940 | 0.00% | 500 | 500 | — | $9,940 | 新建仓 |
| A | AGILENT TECHNOLOGIES INC | $9,962 | 0.00% | 75 | 75 | — | $9,962 | 新建仓 |
| VFC | V F CORP | $1.03万 | 0.00% | 616 | 616 | — | $1.03万 | 新建仓 |
| HESM | HESS MIDSTREAM LP | $1.05万 | 0.00% | 278 | 278 | — | $1.05万 | 新建仓 |
| PML | PIMCO MUN INCOME FD II | $1.05万 | 0.00% | 1,380 | 1,380 | — | $1.05万 | 新建仓 |
| VEEV | VEEVA SYS INC | $1.06万 | 0.00% | 60 | 60 | — | $1.06万 | 新建仓 |
| IONQ | IONQ INC | $1.07万 | 0.00% | 200 | 200 | — | $1.07万 | 新建仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $1.08万 | 0.00% | 100 | 100 | — | $1.08万 | 新建仓 |
| YUM | YUM BRANDS INC | $1.09万 | 0.00% | 68 | -24,000 | -99.7% | -$383.65万 | 减仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $1.10万 | 0.00% | 60 | 60 | — | $1.10万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $1.10万 | 0.00% | 87 | 87 | — | $1.10万 | 新建仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $1.11万 | 0.00% | 250 | 250 | — | $1.11万 | 新建仓 |
| TROW | PRICE T ROWE GROUP INC | $1.14万 | 0.00% | 100 | 100 | — | $1.14万 | 新建仓 |
| CME | CME GROUP INC | $1.15万 | 0.00% | 52 | 52 | — | $1.15万 | 新建仓 |
| MDT | MEDTRONIC PLC | $1.17万 | 0.00% | 149 | 149 | — | $1.17万 | 新建仓 |
| DVY | ISHARES TR | $1.17万 | 0.00% | 75 | 75 | — | $1.17万 | 新建仓 |
| WPC | WP CAREY INC | $1.17万 | 0.00% | 164 | 164 | — | $1.17万 | 新建仓 |
| CGNX | COGNEX CORP | $1.17万 | 0.00% | 162 | 162 | — | $1.17万 | 新建仓 |
| MCO | MOODYS CORP | $1.18万 | 0.00% | 26 | 26 | — | $1.18万 | 新建仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $1.18万 | 0.00% | 100 | 100 | — | $1.18万 | 新建仓 |
| LNG | CHENIERE ENERGY INC | $1.20万 | 0.00% | 50 | 50 | — | $1.20万 | 新建仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $1.21万 | 0.00% | 56 | 56 | — | $1.21万 | 新建仓 |
| EW | EDWARDS LIFESCIENCES CORP | $1.22万 | 0.00% | 135 | 135 | — | $1.22万 | 新建仓 |
| BALL | BALL CORP | $1.25万 | 0.00% | 200 | 200 | — | $1.25万 | 新建仓 |
| TM | TOYOTA MOTOR CORP | $1.26万 | 0.00% | 75 | 75 | — | $1.26万 | 新建仓 |
| — | BLACKROCK HEALTH SCIENCES TR | $1.28万 | 0.00% | 297 | 297 | — | $1.28万 | 新建仓 |
| XLY | SELECT SECTOR SPDR TR | $1.29万 | 0.00% | 110 | 110 | — | $1.29万 | 新建仓 |
| CFG | CITIZENS FINL GROUP INC | $1.30万 | 0.00% | 185 | 185 | — | $1.30万 | 新建仓 |
| P | EVERPURE INC | $1.30万 | 0.00% | 165 | 165 | — | $1.30万 | 新建仓 |
| TIP | ISHARES TR | $1.31万 | 0.00% | 120 | 120 | — | $1.31万 | 新建仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $1.32万 | 0.00% | 207 | 207 | — | $1.32万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $1.34万 | 0.00% | 250 | 250 | — | $1.34万 | 新建仓 |
| GGG | GRACO INC | $1.36万 | 0.00% | 180 | 180 | — | $1.36万 | 新建仓 |
| TAP | MOLSON COORS BEVERAGE CO | $1.36万 | 0.00% | 350 | 350 | — | $1.36万 | 新建仓 |
| PII | POLARIS INC | $1.37万 | 0.00% | 200 | 200 | — | $1.37万 | 新建仓 |
| WES | WESTERN MIDSTREAM PARTNERS L | $1.37万 | 0.00% | 313 | 313 | — | $1.37万 | 新建仓 |
| GOLD | GOLD COM INC | $1.41万 | 0.00% | 340 | 340 | — | $1.41万 | 新建仓 |
| AZN | ASTRAZENECA PLC | $1.42万 | 0.00% | 75 | 75 | — | $1.42万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $1.43万 | 0.00% | 35 | 35 | — | $1.43万 | 新建仓 |
| MTB | M & T BK CORP | $1.43万 | 0.00% | 60 | 60 | — | $1.43万 | 新建仓 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $1.44万 | 0.00% | 100 | 100 | — | $1.44万 | 新建仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $1.46万 | 0.00% | 250 | 250 | — | $1.46万 | 新建仓 |
| CHW | CALAMOS GBL DYN INCOME FUND | $1.47万 | 0.00% | 1,650 | 1,650 | — | $1.47万 | 新建仓 |
| IWB | ISHARES TR | $1.47万 | 0.00% | 36 | 36 | — | $1.47万 | 新建仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $1.48万 | 0.00% | 600 | 600 | — | $1.48万 | 新建仓 |
| GIS | GENERAL MILLS INC | $1.48万 | 0.00% | 425 | 425 | — | $1.48万 | 新建仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $1.53万 | 0.00% | 200 | 200 | — | $1.53万 | 新建仓 |
| IJH | ISHARES TR | $1.54万 | 0.00% | 200 | 200 | — | $1.54万 | 新建仓 |
| HSY | HERSHEY CO | $1.54万 | 0.00% | 88 | 88 | — | $1.54万 | 新建仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $1.59万 | 0.00% | 105 | 105 | — | $1.59万 | 新建仓 |
| NTRA | NATERA INC | $1.63万 | 0.00% | 60 | 60 | — | $1.63万 | 新建仓 |
| CCJ | CAMECO CORP | $1.63万 | 0.00% | 160 | 160 | — | $1.63万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1.67万 | 0.00% | 35 | 35 | — | $1.67万 | 新建仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $1.71万 | 0.00% | 180 | 180 | — | $1.71万 | 新建仓 |
| EEFT | EURONET WORLDWIDE INC | $1.71万 | 0.00% | 234 | 234 | — | $1.71万 | 新建仓 |