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 |
|---|---|---|---|---|---|---|---|---|
| — | SILA REALTY TRUST INC | $106.09万 | 0.25% | 44,802 | 1,892 | 4.4% | $4.48万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $105.09万 | 0.25% | 6,355 | -151 | -2.3% | -$2.50万 | 减仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $98.80万 | 0.23% | 3,074 | -231 | -7.0% | -$7.42万 | 减仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $98.10万 | 0.23% | 15,100 | -200 | -1.3% | -$1.30万 | 减仓 |
| PKBK | PARKE BANCORP INC | $94.99万 | 0.22% | 33,448 | 0 | 0.0% | — | 不变 |
| — | SPDR INDEX SHS FDS | $94.97万 | 0.22% | 6,635 | 85 | 1.3% | $1.22万 | 加仓 |
| AMBA | AMBARELLA INC | $93.79万 | 0.22% | 18,071 | -450 | -2.4% | -$2.34万 | 减仓 |
| WM | WASTE MGMT INC DEL | $90.52万 | 0.21% | 3,939 | -78 | -1.9% | -$1.79万 | 减仓 |
| FUMB | FIRST TR EXCH TRADED FD III | $85.21万 | 0.20% | 42,500 | -500 | -1.2% | -$1.00万 | 减仓 |
| LECO | LINCOLN ELEC HLDGS INC | $84.21万 | 0.20% | 3,381 | -283 | -7.7% | -$7.05万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $84.04万 | 0.20% | 5,745 | 840 | 17.1% | $12.29万 | 加仓 |
| GNRC | GENERAC HLDGS INC | $83.50万 | 0.20% | 4,275 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $79.94万 | 0.19% | 2,783 | 1,396 | 100.6% | $40.10万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $78.34万 | 0.18% | 3,606 | 172 | 5.0% | $3.74万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $76.58万 | 0.18% | 6,873 | -63 | -0.9% | -$7,019 | 减仓 |
| J | JACOBS SOLUTIONS INC | $75.29万 | 0.18% | 5,915 | 0 | 0.0% | — | 不变 |
| JMST | J P MORGAN EXCHANGE TRADED F | $74.43万 | 0.18% | 14,600 | 0 | 0.0% | — | 不变 |
| IT | GARTNER INC | $73.47万 | 0.17% | 4,640 | 0 | 0.0% | — | 不变 |
| ILMN | ILLUMINA INC | $72.12万 | 0.17% | 5,801 | -67 | -1.1% | -$8,330 | 减仓 |
| HTGC | HERCULES CAPITAL INC | $70.90万 | 0.17% | 48,000 | 0 | 0.0% | — | 不变 |
| UHAL | U HAUL HOLDING COMPANY | $68.92万 | 0.16% | 14,425 | 100 | 0.7% | $4,778 | 加仓 |
| JTEK | J P MORGAN EXCHANGE TRADED F | $68.11万 | 0.16% | 8,563 | 8,563 | — | $68.11万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $67.08万 | 0.16% | 2,479 | 291 | 13.3% | $7.87万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $66.30万 | 0.16% | 11,718 | 100 | 0.9% | $5,658 | 加仓 |
| LLY | ELI LILLY & CO | $62.36万 | 0.15% | 678 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $61.28万 | 0.14% | 5,184 | -150 | -2.8% | -$1.77万 | 减仓 |
| — | VIRTUS DIVERSIFIED INCM & CO | $60.02万 | 0.14% | 24,700 | 0 | 0.0% | — | 不变 |
| PDO | PIMCO DYNAMIC INCOME OPRNTS | $59.48万 | 0.14% | 46,000 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $57.72万 | 0.14% | 3,614 | 871 | 31.8% | $13.91万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $57.37万 | 0.14% | 3,972 | 16 | 0.4% | $2,311 | 加仓 |
| IVV | ISHARES TR | $55.46万 | 0.13% | 849 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $54.84万 | 0.13% | 4,999 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $54.56万 | 0.13% | 5,314 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $54.53万 | 0.13% | 1,900 | 0 | 0.0% | — | 不变 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $54.16万 | 0.13% | 19,525 | 1,925 | 10.9% | $5.34万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $54.06万 | 0.13% | 30,000 | 4,903 | 19.5% | $8.84万 | 加仓 |
| BX | BLACKSTONE INC | $53.63万 | 0.13% | 4,664 | -950 | -16.9% | -$10.92万 | 减仓 |
| FMB | FIRST TR EXCH TRADED FD III | $50.66万 | 0.12% | 10,000 | 0 | 0.0% | — | 不变 |
| SHV | ISHARES TR | $49.68万 | 0.12% | 4,500 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $48.27万 | 0.11% | 557 | 557 | — | $48.27万 | 新建仓 |
| RITM | RITHM CAPITAL CORP | $48.25万 | 0.11% | 50,900 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $48.02万 | 0.11% | 1,405 | 0 | 0.0% | — | 不变 |
| SCHP | SCHWAB STRATEGIC TR | $47.38万 | 0.11% | 17,804 | 8,439 | 90.1% | $22.46万 | 加仓 |
| AMLP | ALPS ETF TR | $47.38万 | 0.11% | 9,000 | 0 | 0.0% | — | 不变 |
| PKG | PACKAGING CORP AMER | $47.01万 | 0.11% | 2,215 | -272 | -10.9% | -$5.77万 | 减仓 |
| CAT | CATERPILLAR INC | $46.05万 | 0.11% | 650 | 0 | 0.0% | — | 不变 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $45.59万 | 0.11% | 13,500 | 3,500 | 35.0% | $11.82万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $45.19万 | 0.11% | 1,495 | 365 | 32.3% | $11.03万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $45.06万 | 0.11% | 8,946 | 3,208 | 55.9% | $16.16万 | 加仓 |
| GDDY | GODADDY INC | $44.44万 | 0.10% | 5,275 | -100 | -1.9% | -$8,424 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $43.87万 | 0.10% | 3,347 | -200 | -5.6% | -$2.62万 | 减仓 |
| DIS | DISNEY WALT CO | $42.88万 | 0.10% | 4,449 | -1,477 | -24.9% | -$14.24万 | 减仓 |
| DE | DEERE & CO | $42.30万 | 0.10% | 751 | 0 | 0.0% | — | 不变 |
| QYLD | GLOBAL X FDS | $42.02万 | 0.10% | 24,500 | 0 | 0.0% | — | 不变 |
| PFFA | ETFIS SER TR I | $40.72万 | 0.10% | 20,000 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $40.43万 | 0.10% | 5,315 | -199 | -3.6% | -$1.51万 | 减仓 |
| IWD | ISHARES TR | $39.53万 | 0.09% | 1,850 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $38.01万 | 0.09% | 1,125 | 100 | 9.8% | $3.38万 | 加仓 |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $37.39万 | 0.09% | 17,079 | 0 | 0.0% | — | 不变 |
| — | CARECLOUD INC | $36.95万 | 0.09% | 101,238 | -21,501 | -17.5% | -$7.85万 | 减仓 |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | $36.78万 | 0.09% | 14,000 | 2,500 | 21.7% | $6.57万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $36.70万 | 0.09% | 410 | -38 | -8.5% | -$3.40万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $36.17万 | 0.09% | 363 | 50 | 16.0% | $4.98万 | 加仓 |
| VB | VANGUARD INDEX FDS | $35.90万 | 0.08% | 1,370 | 326 | 31.2% | $8.54万 | 加仓 |
| FALN | ISHARES TR | $35.44万 | 0.08% | 13,265 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $35.19万 | 0.08% | 1,730 | 0 | 0.0% | — | 不变 |
| FNCL | FIDELITY COVINGTON TRUST | $35.10万 | 0.08% | 5,000 | -1,243 | -19.9% | -$8.73万 | 减仓 |
| MCD | MCDONALDS CORP | $35.06万 | 0.08% | 1,128 | -200 | -15.1% | -$6.22万 | 减仓 |
| SPHY | SPDR SERIES TRUST | $34.75万 | 0.08% | 14,903 | 14,903 | — | $34.75万 | 新建仓 |
| — | CALAMOS ETF TR | $34.73万 | 0.08% | 18,412 | 6,315 | 52.2% | $11.91万 | 加仓 |
| SBUX | STARBUCKS CORP | $34.48万 | 0.08% | 3,849 | 208 | 5.7% | $1.86万 | 加仓 |
| HOG | HARLEY DAVIDSON INC | $34.48万 | 0.08% | 17,050 | -2,300 | -11.9% | -$4.65万 | 减仓 |
| WMT | WALMART INC | $34.18万 | 0.08% | 2,750 | 510 | 22.8% | $6.34万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $33.82万 | 0.08% | 1,725 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES TR | $33.55万 | 0.08% | 3,078 | -4,000 | -56.5% | -$43.60万 | 减仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $33.18万 | 0.08% | 30,000 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR | $33.01万 | 0.08% | 1,819 | 394 | 27.6% | $7.15万 | 加仓 |
| IAGG | ISHARES TR | $32.55万 | 0.08% | 6,505 | 6,505 | — | $32.55万 | 新建仓 |
| SONO | SONOS INC | $31.49万 | 0.07% | 23,300 | -400 | -1.7% | -$5,406 | 减仓 |
| BDX | BECTON DICKINSON & CO | $31.35万 | 0.07% | 1,994 | 19 | 1.0% | $2,987 | 加仓 |
| VTV | VANGUARD INDEX FDS | $30.86万 | 0.07% | 1,573 | 0 | 0.0% | — | 不变 |
| USA | LIBERTY ALL STAR EQUITY FD | $30.61万 | 0.07% | 55,146 | 0 | 0.0% | — | 不变 |
| GWW | WW GRAINGER INC | $29.67万 | 0.07% | 272 | 29 | 11.9% | $3.16万 | 加仓 |
| TMUS | T-MOBILE US INC | $29.51万 | 0.07% | 1,405 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $29.41万 | 0.07% | 973 | 211 | 27.7% | $6.38万 | 加仓 |
| LOW | LOWES COS INC | $29.16万 | 0.07% | 1,234 | -31 | -2.5% | -$7,325 | 减仓 |
| VUG | VANGUARD INDEX FDS | $29.09万 | 0.07% | 666 | -23 | -3.3% | -$1.00万 | 减仓 |
| EMR | EMERSON ELEC CO | $28.99万 | 0.07% | 2,213 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $28.54万 | 0.07% | 1,739 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $28.26万 | 0.07% | 737 | 13 | 1.8% | $4,984 | 加仓 |
| IWP | ISHARES TR | $28.19万 | 0.07% | 2,200 | 0 | 0.0% | — | 不变 |
| FMNB | FARMERS NATIONAL BANC CORP | $27.71万 | 0.07% | 21,060 | 21,060 | — | $27.71万 | 新建仓 |
| — | INVESCO EXCH TRADED FD TR II | $27.24万 | 0.06% | 12,342 | -8,708 | -41.4% | -$19.22万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $27.11万 | 0.06% | 4,814 | -565 | -10.5% | -$3.18万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $25.90万 | 0.06% | 5,575 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $25.89万 | 0.06% | 1,948 | 1,948 | — | $25.89万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $24.89万 | 0.06% | 776 | 45 | 6.2% | $1.44万 | 加仓 |
| VLO | VALERO ENERGY CORP | $24.68万 | 0.06% | 999 | 999 | — | $24.68万 | 新建仓 |
| SCHG | SCHWAB STRATEGIC TR | $24.48万 | 0.06% | 8,405 | 380 | 4.7% | $1.11万 | 加仓 |
| EFA | ISHARES TR | $24.33万 | 0.06% | 2,505 | 0 | 0.0% | — | 不变 |