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 |
|---|---|---|---|---|---|---|---|---|
| MAR | MARRIOTT INTL INC NEW | $414.25万 | 1.01% | 11,178 | -160 | -1.4% | -$5.93万 | 减仓 |
| CSCO | CISCO SYS INC | $414.86万 | 1.01% | 35,319 | -6,912 | -16.4% | -$81.19万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $416.00万 | 1.01% | 9,600 | 0 | 0.0% | — | 不变 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $436.18万 | 1.06% | 52,877 | 28,050 | 113.0% | $231.39万 | 加仓 |
| BLCV | BLACKROCK ETF TRUST | $440.22万 | 1.07% | 106,565 | 53,717 | 101.6% | $221.90万 | 加仓 |
| USMC | PRINCIPAL EXCHANGE TRADED FD | $444.74万 | 1.08% | 59,997 | 32,088 | 115.0% | $237.86万 | 加仓 |
| MWA | MUELLER WTR PRODS INC | $449.97万 | 1.09% | 174,205 | -4,190 | -2.3% | -$10.82万 | 减仓 |
| PNR | PENTAIR PLC | $469.26万 | 1.14% | 61,213 | 4,000 | 7.0% | $30.66万 | 加仓 |
| JSMD | JANUS DETROIT STR TR | $485.61万 | 1.18% | 47,967 | 20,336 | 73.6% | $205.88万 | 加仓 |
| ABBV | ABBVIE INC | $523.61万 | 1.27% | 20,808 | -19,585 | -48.5% | -$492.84万 | 减仓 |
| AMGN | AMGEN INC | $576.82万 | 1.40% | 15,929 | -93 | -0.6% | -$3.37万 | 减仓 |
| IUSG | ISHARES TR | $601.89万 | 1.46% | 32,000 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $604.95万 | 1.47% | 30,234 | 3,487 | 13.0% | $69.77万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $610.36万 | 1.48% | 8,173 | 392 | 5.0% | $29.27万 | 加仓 |
| AVGO | BROADCOM INC | $617.21万 | 1.50% | 16,339 | -410 | -2.4% | -$15.49万 | 减仓 |
| RTX | RTX CORPORATION | $645.43万 | 1.57% | 34,018 | -2,972 | -8.0% | -$56.39万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $815.78万 | 1.98% | 32,121 | 3,002 | 10.3% | $76.24万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $859.92万 | 2.09% | 17,185 | -656 | -3.7% | -$32.83万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $936.43万 | 2.27% | 28,608 | -13,009 | -31.3% | -$425.82万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,154.94万 | 2.81% | 30,962 | -5,632 | -15.4% | -$210.08万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1,201.19万 | 2.92% | 17,489 | 197 | 1.1% | $13.53万 | 加仓 |
| AAPL | APPLE INC | $1,340.97万 | 3.26% | 46,343 | -14,135 | -23.4% | -$409.01万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $1,383.19万 | 3.36% | 16,120 | -545 | -3.3% | -$46.76万 | 减仓 |
| ETN | EATON CORP PLC | $1,610.58万 | 3.91% | 37,797 | 149 | 0.4% | $6.35万 | 加仓 |