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 |
|---|---|---|---|---|---|---|---|---|
| GSK | GSK PLC | $4.82万 | 0.01% | 920 | 920 | — | $4.82万 | 新建仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $4.82万 | 0.01% | 146 | 146 | — | $4.82万 | 新建仓 |
| CAH | CARDINAL HEALTH INC | $5.06万 | 0.01% | 213 | 213 | — | $5.06万 | 新建仓 |
| SHW | SHERWIN WILLIAMS CO | $5.06万 | 0.01% | 147 | 147 | — | $5.06万 | 新建仓 |
| OC | OWENS CORNING NEW | $5.12万 | 0.01% | 322 | 322 | — | $5.12万 | 新建仓 |
| ECL | ECOLAB INC | $5.71万 | 0.01% | 205 | 205 | — | $5.71万 | 新建仓 |
| SPSM | SPDR SERIES TRUST | $5.95万 | 0.01% | 1,031 | 1,031 | — | $5.95万 | 新建仓 |
| CRWV | COREWEAVE INC | $5.97万 | 0.01% | 600 | 600 | — | $5.97万 | 新建仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $5.97万 | 0.01% | 275 | 275 | — | $5.97万 | 新建仓 |
| ANET | ARISTA NETWORKS INC | $6.12万 | 0.01% | 360 | 360 | — | $6.12万 | 新建仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $6.23万 | 0.02% | 2,800 | 2,800 | — | $6.23万 | 新建仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $6.27万 | 0.02% | 5,780 | 5,780 | — | $6.27万 | 新建仓 |
| AMTM | AMENTUM HOLDINGS INC | $6.39万 | 0.02% | 3,092 | 3,092 | — | $6.39万 | 新建仓 |
| AZO | AUTOZONE INC | $6.39万 | 0.02% | 20 | 20 | — | $6.39万 | 新建仓 |
| NVO | NOVO-NORDISK A S | $6.46万 | 0.02% | 1,347 | 1,347 | — | $6.46万 | 新建仓 |
| SPAB | SPDR SERIES TRUST | $6.47万 | 0.02% | 2,537 | 2,537 | — | $6.47万 | 新建仓 |
| FSK | FS KKR CAP CORP | $6.53万 | 0.02% | 6,215 | -25,387 | -80.3% | -$26.66万 | 重新持有 |
| — | CALAMOS ETF TR | $6.57万 | 0.02% | 3,162 | 3,162 | — | $6.57万 | 新建仓 |
| WTV | WISDOMTREE TR | $6.59万 | 0.02% | 648 | 648 | — | $6.59万 | 新建仓 |
| QCLN | FIRST TR EXCHANGE-TRADED FD | $6.59万 | 0.02% | 1,075 | 1,075 | — | $6.59万 | 新建仓 |
| TEL | TE CONNECTIVITY PLC | $6.59万 | 0.02% | 327 | 327 | — | $6.59万 | 新建仓 |
| FDX | FEDEX CORP | $6.67万 | 0.02% | 213 | 213 | — | $6.67万 | 新建仓 |
| DVA | DAVITA INC | $6.67万 | 0.02% | 300 | 300 | — | $6.67万 | 新建仓 |
| CRM | SALESFORCE INC | $6.78万 | 0.02% | 433 | -12,044 | -96.5% | -$188.68万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $7.01万 | 0.02% | 1,697 | 1,697 | — | $7.01万 | 新建仓 |
| MMM | 3M CO | $7.12万 | 0.02% | 440 | 440 | — | $7.12万 | 新建仓 |
| CGW | INVESCO EXCH TRADED FD TR II | $7.23万 | 0.02% | 1,100 | 1,100 | — | $7.23万 | 新建仓 |
| PRK | PARK NATL CORP | $7.47万 | 0.02% | 408 | 408 | — | $7.47万 | 新建仓 |
| WFC | WELLS FARGO & CO | $7.50万 | 0.02% | 907 | 907 | — | $7.50万 | 新建仓 |
| ADSK | AUTODESK INC | $7.56万 | 0.02% | 389 | 389 | — | $7.56万 | 新建仓 |
| — | WARNER BROS DISCOVERY INC | $7.65万 | 0.02% | 2,870 | 2,870 | — | $7.65万 | 新建仓 |
| BWA | BORGWARNER INC | $7.74万 | 0.02% | 1,166 | 1,166 | — | $7.74万 | 新建仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $7.85万 | 0.02% | 500 | 500 | — | $7.85万 | 新建仓 |
| ALL | ALLSTATE CORP | $7.92万 | 0.02% | 333 | 333 | — | $7.92万 | 新建仓 |
| MO | ALTRIA GROUP INC | $8.02万 | 0.02% | 1,115 | 1,115 | — | $8.02万 | 新建仓 |
| WAT | WATERS CORP | $8.14万 | 0.02% | 217 | 217 | — | $8.14万 | 新建仓 |
| — | TCW ETF TRUST | $8.33万 | 0.02% | 2,810 | 2,810 | — | $8.33万 | 新建仓 |
| CLX | CLOROX CO DEL | $8.35万 | 0.02% | 875 | 875 | — | $8.35万 | 新建仓 |
| CL | COLGATE PALMOLIVE CO | $8.38万 | 0.02% | 914 | 914 | — | $8.38万 | 新建仓 |
| NOC | NORTHROP GRUMMAN CORP | $8.40万 | 0.02% | 165 | 165 | — | $8.40万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $8.41万 | 0.02% | 165 | 165 | — | $8.41万 | 新建仓 |
| SKYD | PARAMOUNT SKYDANCE CORP | $8.46万 | 0.02% | 8,583 | 8,583 | — | $8.46万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $8.57万 | 0.02% | 242 | 242 | — | $8.57万 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC | $8.93万 | 0.02% | 330 | 330 | — | $8.93万 | 新建仓 |
| KMB | KIMBERLY-CLARK CORP | $8.95万 | 0.02% | 815 | 815 | — | $8.95万 | 新建仓 |
| NOBL | PROSHARES TR | $8.99万 | 0.02% | 1,600 | 1,600 | — | $8.99万 | 新建仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $9.00万 | 0.02% | 1,850 | 1,850 | — | $9.00万 | 新建仓 |
| VNQ | VANGUARD INDEX FDS | $9.13万 | 0.02% | 947 | 947 | — | $9.13万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $9.21万 | 0.02% | 270 | 270 | — | $9.21万 | 新建仓 |
| VOD | VODAFONE GROUP PLC | $9.22万 | 0.02% | 6,971 | 6,971 | — | $9.22万 | 新建仓 |
| POOL | POOL CORP | $9.22万 | 0.02% | 429 | 429 | — | $9.22万 | 新建仓 |
| GEF/B | GREIF INC | $9.35万 | 0.02% | 1,000 | 1,000 | — | $9.35万 | 新建仓 |
| SPYD | SPDR SERIES TRUST | $9.54万 | 0.02% | 2,000 | 2,000 | — | $9.54万 | 新建仓 |
| MKC | MCCORMICK & CO INC | $9.58万 | 0.02% | 1,900 | 1,900 | — | $9.58万 | 新建仓 |
| HEI/A | HEICO CORP NEW | $9.65万 | 0.02% | 374 | 374 | — | $9.65万 | 新建仓 |
| DPZ | DOMINOS PIZZA INC | $9.78万 | 0.02% | 330 | 330 | — | $9.78万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $9.78万 | 0.02% | 246 | 246 | — | $9.78万 | 新建仓 |
| IVE | ISHARES TR | $9.92万 | 0.02% | 437 | 437 | — | $9.92万 | 新建仓 |
| ENB | ENBRIDGE INC | $10.08万 | 0.02% | 1,860 | 1,860 | — | $10.08万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $10.48万 | 0.03% | 211 | 211 | — | $10.48万 | 新建仓 |
| POST | POST HLDGS INC | $10.59万 | 0.03% | 1,200 | 1,200 | — | $10.59万 | 新建仓 |
| BND | VANGUARD BD INDEX FDS | $11.36万 | 0.03% | 1,547 | 1,547 | — | $11.36万 | 新建仓 |
| VYM | VANGUARD WHITEHALL FDS | $11.54万 | 0.03% | 730 | 730 | — | $11.54万 | 新建仓 |
| MUB | ISHARES TR | $11.59万 | 0.03% | 1,077 | 1,077 | — | $11.59万 | 新建仓 |
| TTC | TORO CO | $11.69万 | 0.03% | 1,200 | 1,200 | — | $11.69万 | 新建仓 |
| BLK | BLACKROCK INC | $11.73万 | 0.03% | 122 | 122 | — | $11.73万 | 新建仓 |
| TGT | TARGET CORP | $11.90万 | 0.03% | 911 | 911 | — | $11.90万 | 新建仓 |
| ALB | ALBEMARLE CORP | $11.94万 | 0.03% | 884 | 884 | — | $11.94万 | 新建仓 |
| ICLN | ISHARES TR | $12.21万 | 0.03% | 5,960 | 5,960 | — | $12.21万 | 新建仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $12.32万 | 0.03% | 2,707 | 2,707 | — | $12.32万 | 新建仓 |
| ASML | ASML HLDG NV | $12.33万 | 0.03% | 62 | 62 | — | $12.33万 | 新建仓 |
| CINF | CINCINNATI FINL CORP | $12.35万 | 0.03% | 667 | 667 | — | $12.35万 | 新建仓 |
| DGRO | ISHARES TR | $12.50万 | 0.03% | 1,649 | 1,649 | — | $12.50万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $12.81万 | 0.03% | 430 | 430 | — | $12.81万 | 新建仓 |
| BA | BOEING CO | $13.10万 | 0.03% | 605 | 605 | — | $13.10万 | 新建仓 |
| LIN | LINDE PLC | $13.13万 | 0.03% | 253 | 253 | — | $13.13万 | 新建仓 |
| SHEL | SHELL PLC | $13.14万 | 0.03% | 1,695 | -774 | -31.3% | -$6.00万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $13.17万 | 0.03% | 4,475 | 4,475 | — | $13.17万 | 新建仓 |
| CHD | CHURCH & DWIGHT CO INC | $13.47万 | 0.03% | 1,390 | 1,390 | — | $13.47万 | 新建仓 |
| SCHD | SCHWAB STRATEGIC TR | $13.64万 | 0.03% | 4,300 | 4,300 | — | $13.64万 | 新建仓 |
| IJJ | ISHARES TR | $13.77万 | 0.03% | 932 | 932 | — | $13.77万 | 新建仓 |
| CSX | CSX CORP | $13.84万 | 0.03% | 2,913 | 2,913 | — | $13.84万 | 新建仓 |
| IEFA | ISHARES TR | $13.85万 | 0.03% | 1,434 | 1,434 | — | $13.85万 | 新建仓 |
| IVW | ISHARES TR | $13.97万 | 0.03% | 1,016 | 1,016 | — | $13.97万 | 新建仓 |
| TRV | TRAVELERS COMPANIES INC | $14.03万 | 0.03% | 425 | 425 | — | $14.03万 | 新建仓 |
| ONB | OLD NATL BANCORP IND | $14.24万 | 0.03% | 5,500 | 5,500 | — | $14.24万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $14.85万 | 0.04% | 740 | 740 | — | $14.85万 | 新建仓 |
| SHOP | SHOPIFY INC | $14.91万 | 0.04% | 1,306 | 1,306 | — | $14.91万 | 新建仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $15.06万 | 0.04% | 1,635 | 1,635 | — | $15.06万 | 新建仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $15.16万 | 0.04% | 2,350 | 2,350 | — | $15.16万 | 新建仓 |
| MPLX | MPLX LP | $15.21万 | 0.04% | 2,700 | 2,700 | — | $15.21万 | 新建仓 |
| SYK | STRYKER CORPORATION | $15.30万 | 0.04% | 486 | 486 | — | $15.30万 | 新建仓 |
| F | FORD MTR CO | $15.46万 | 0.04% | 11,125 | -266 | -2.3% | -$3,697 | 重新持有 |
| XLRE | SELECT SECTOR SPDR TR | $15.54万 | 0.04% | 3,529 | 3,529 | — | $15.54万 | 新建仓 |
| DLB | DOLBY LABORATORIES INC | $15.86万 | 0.04% | 3,017 | -125 | -4.0% | -$6,573 | 重新持有 |
| MS | MORGAN STANLEY | $16.31万 | 0.04% | 780 | 780 | — | $16.31万 | 新建仓 |
| OTIS | OTIS WORLDWIDE CORP | $16.78万 | 0.04% | 2,344 | -358 | -13.2% | -$2.56万 | 重新持有 |
| ADP | AUTOMATIC DATA PROCESSING IN | $16.84万 | 0.04% | 752 | 752 | — | $16.84万 | 新建仓 |
| DAL | DELTA AIR LINES INC | $16.96万 | 0.04% | 1,811 | 1,811 | — | $16.96万 | 新建仓 |
| AMT | AMERICAN TOWER CORP | $17.01万 | 0.04% | 1,040 | -1,005 | -49.1% | -$16.44万 | 重新持有 |