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 |
|---|---|---|---|---|---|---|---|---|
| ILMN | ILLUMINA INC | $101.12万 | 0.25% | 5,751 | -50 | -0.9% | -$8,791 | 减仓 |
| — | SPDR INDEX SHS FDS | $100.79万 | 0.24% | 6,635 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $97.83万 | 0.24% | 9,457 | 9,457 | — | $97.83万 | 新建仓 |
| UHAL | U HAUL HOLDING COMPANY | $93.42万 | 0.23% | 14,275 | -150 | -1.0% | -$9,816 | 减仓 |
| VO | VANGUARD INDEX FDS | $90.98万 | 0.22% | 11,293 | 161 | 1.4% | $1.30万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $89.78万 | 0.22% | 3,695 | 89 | 2.5% | $2.16万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $89.36万 | 0.22% | 7,181 | -116 | -1.6% | -$1.44万 | 减仓 |
| LECO | LINCOLN ELEC HLDGS INC | $89.11万 | 0.22% | 3,356 | -25 | -0.7% | -$6,638 | 减仓 |
| COP | CONOCOPHILLIPS | $89.02万 | 0.22% | 8,563 | -35,140 | -80.4% | -$365.32万 | 减仓 |
| NFLX | NETFLIX INC. | $88.64万 | 0.22% | 12,415 | 1,090 | 9.6% | $7.78万 | 加仓 |
| WM | WASTE MGMT INC DEL | $87.25万 | 0.21% | 3,915 | -24 | -0.6% | -$5,349 | 减仓 |
| AMAT | APPLIED MATLS INC | $87.12万 | 0.21% | 1,205 | -200 | -14.2% | -$14.46万 | 减仓 |
| FUMB | FIRST TR EXCH TRADED FD III | $85.23万 | 0.21% | 42,500 | 0 | 0.0% | — | 不变 |
| ARCC | ARES CAPITAL CORP | $83.39万 | 0.20% | 45,000 | 15,000 | 50.0% | $27.80万 | 加仓 |
| LLY | ELI LILLY & CO | $81.32万 | 0.20% | 678 | 0 | 0.0% | — | 不变 |
| ACYN | FIRST TR EXCHANGE-TRADED FD | $79.00万 | 0.19% | 38,000 | 38,000 | — | $79.00万 | 新建仓 |
| APO | APOLLO GLOBAL MGMT INC | $77.77万 | 0.19% | 6,573 | -300 | -4.4% | -$3.55万 | 减仓 |
| T | AT&T INC | $75.74万 | 0.18% | 36,589 | -21,186 | -36.7% | -$43.86万 | 减仓 |
| HTGC | HERCULES CAPITAL INC | $75.70万 | 0.18% | 48,000 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $75.03万 | 0.18% | 1,739 | 0 | 0.0% | — | 不变 |
| CNH | CNH INDL N V | $74.88万 | 0.18% | 66,675 | 53,300 | 398.5% | $59.86万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $74.46万 | 0.18% | 14,600 | 0 | 0.0% | — | 不变 |
| J | JACOBS SOLUTIONS INC | $73.90万 | 0.18% | 5,865 | -50 | -0.8% | -$6,300 | 减仓 |
| CAT | CATERPILLAR INC | $71.88万 | 0.17% | 675 | 25 | 3.8% | $2.66万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $71.63万 | 0.17% | 16,917 | -5,500 | -24.5% | -$23.29万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $71.23万 | 0.17% | 11,718 | 0 | 0.0% | — | 不变 |
| STE | STERIS PLC | $71.05万 | 0.17% | 3,374 | 3,374 | — | $71.05万 | 新建仓 |
| OXY | OCCIDENTAL PETE CORP | $70.94万 | 0.17% | 14,605 | -15,620 | -51.7% | -$75.87万 | 减仓 |
| — | VIRTUS DIVERSIFIED INCM & CO | $70.00万 | 0.17% | 24,700 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $69.94万 | 0.17% | 5,995 | 250 | 4.4% | $2.92万 | 加仓 |
| GE | GE AEROSPACE | $69.87万 | 0.17% | 1,870 | -12,569 | -87.0% | -$469.66万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $66.90万 | 0.16% | 4,562 | 590 | 14.9% | $8.65万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $64.34万 | 0.16% | 1,548 | -931 | -37.6% | -$38.70万 | 减仓 |
| IYW | ISHARES TR | $63.37万 | 0.15% | 2,512 | 693 | 38.1% | $17.48万 | 加仓 |
| PFFA | ETFIS SER TR I | $61.71万 | 0.15% | 30,000 | 10,000 | 50.0% | $20.57万 | 加仓 |
| IVV | ISHARES TR | $60.88万 | 0.15% | 813 | -36 | -4.2% | -$2.70万 | 减仓 |
| PDO | PIMCO DYNAMIC INCOME OPRNTS | $60.81万 | 0.15% | 46,000 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES TR | $60.04万 | 0.15% | 5,505 | 2,427 | 78.8% | $26.47万 | 加仓 |
| IT | GARTNER INC | $59.50万 | 0.14% | 4,590 | -50 | -1.1% | -$6,481 | 减仓 |
| AFL | AFLAC INC | $58.61万 | 0.14% | 4,999 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $58.49万 | 0.14% | 10,264 | -75,000 | -88.0% | -$427.36万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $57.41万 | 0.14% | 1,825 | -75 | -3.9% | -$2.36万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $55.95万 | 0.14% | 11,081 | 2,135 | 23.9% | $10.78万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $55.59万 | 0.14% | 1,520 | 25 | 1.7% | $9,142 | 加仓 |
| FMNB | FARMERS NATIONAL BANC CORP | $53.52万 | 0.13% | 36,660 | 15,600 | 74.1% | $22.78万 | 加仓 |
| BX | BLACKSTONE INC | $52.53万 | 0.13% | 4,464 | -200 | -4.3% | -$2.35万 | 减仓 |
| PKG | PACKAGING CORP AMER | $51.71万 | 0.13% | 2,170 | -45 | -2.0% | -$1.07万 | 减仓 |
| FMB | FIRST TR EXCH TRADED FD III | $51.37万 | 0.12% | 10,000 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $50.06万 | 0.12% | 3,585 | 3,585 | — | $50.06万 | 新建仓 |
| SCHP | SCHWAB STRATEGIC TR | $49.49万 | 0.12% | 18,676 | 872 | 4.9% | $2.31万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $49.32万 | 0.12% | 13,500 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $48.78万 | 0.12% | 769 | 18 | 2.4% | $1.14万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $47.77万 | 0.12% | 5,264 | -50 | -0.9% | -$4,537 | 减仓 |
| TJX | TJX COS INC NEW | $47.74万 | 0.12% | 3,151 | -463 | -12.8% | -$7.01万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $46.68万 | 0.11% | 499 | 136 | 37.5% | $12.72万 | 加仓 |
| AMLP | ALPS ETF TR | $46.66万 | 0.11% | 9,000 | 0 | 0.0% | — | 不变 |
| QYLD | GLOBAL X FDS | $45.15万 | 0.11% | 24,500 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $44.85万 | 0.11% | 1,850 | 0 | 0.0% | — | 不变 |
| GDDY | GODADDY INC | $44.77万 | 0.11% | 5,275 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $44.23万 | 0.11% | 4,328 | 479 | 12.4% | $4.89万 | 加仓 |
| KO | COCA COLA CO | $44.03万 | 0.11% | 5,418 | 103 | 1.9% | $8,371 | 加仓 |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $43.64万 | 0.11% | 17,079 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $43.40万 | 0.11% | 3,172 | -175 | -5.2% | -$2.39万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $42.75万 | 0.10% | 2,244 | 296 | 15.2% | $5.64万 | 加仓 |
| VB | VANGUARD INDEX FDS | $42.33万 | 0.10% | 1,397 | 27 | 2.0% | $8,182 | 加仓 |
| DIS | DISNEY WALT CO | $42.19万 | 0.10% | 4,383 | -66 | -1.5% | -$6,353 | 减仓 |
| MCK | MCKESSON CORP | $42.15万 | 0.10% | 558 | 1 | 0.2% | $755 | 加仓 |
| HOG | HARLEY DAVIDSON INC | $41.70万 | 0.10% | 17,050 | 0 | 0.0% | — | 不变 |
| SPHY | SPDR SERIES TRUST | $40.85万 | 0.10% | 17,426 | 2,523 | 16.9% | $5.91万 | 加仓 |
| SMH | VANECK ETF TRUST | $40.60万 | 0.10% | 619 | -118 | -16.0% | -$7.74万 | 减仓 |
| B | BARRICK MNG CORP | $40.04万 | 0.10% | 10,900 | 10,900 | — | $40.04万 | 新建仓 |
| PH | PARKER-HANNIFIN CORP | $39.12万 | 0.10% | 400 | -10 | -2.4% | -$9,781 | 减仓 |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | $39.10万 | 0.09% | 14,000 | 0 | 0.0% | — | 不变 |
| IAGG | ISHARES TR | $38.42万 | 0.09% | 7,592 | 1,087 | 16.7% | $5.50万 | 加仓 |
| FNCL | FIDELITY COVINGTON TRUST | $38.28万 | 0.09% | 5,000 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $37.84万 | 0.09% | 2,317 | -14,399 | -86.1% | -$235.15万 | 减仓 |
| ZTS | ZOETIS INC | $37.25万 | 0.09% | 5,184 | 0 | 0.0% | — | 不变 |
| GWW | WW GRAINGER INC | $37.00万 | 0.09% | 272 | 0 | 0.0% | — | 不变 |
| FALN | ISHARES TR | $36.13万 | 0.09% | 13,265 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $34.94万 | 0.08% | 4,764 | -50 | -1.0% | -$3,667 | 减仓 |
| VUG | VANGUARD INDEX FDS | $34.42万 | 0.08% | 3,996 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $34.28万 | 0.08% | 1,573 | 0 | 0.0% | — | 不变 |
| DRI | DARDEN RESTAURANTS INC | $33.99万 | 0.08% | 1,650 | -75 | -4.3% | -$1.55万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $33.77万 | 0.08% | 350 | 350 | — | $33.77万 | 新建仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $32.61万 | 0.08% | 30,000 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $32.21万 | 0.08% | 2,200 | 0 | 0.0% | — | 不变 |
| — | CALAMOS ETF TR | $31.79万 | 0.08% | 18,412 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $31.66万 | 0.08% | 2,795 | 45 | 1.6% | $5,097 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $31.43万 | 0.08% | 5,575 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $30.96万 | 0.08% | 2,163 | -50 | -2.3% | -$7,157 | 减仓 |
| TSLA | TESLA INC | $30.96万 | 0.08% | 736 | 736 | — | $30.96万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $30.90万 | 0.08% | 835 | 59 | 7.6% | $2.18万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $29.89万 | 0.07% | 1,975 | -19 | -1.0% | -$2,875 | 减仓 |
| META | META PLATFORMS INC | $29.74万 | 0.07% | 528 | 528 | — | $29.74万 | 新建仓 |
| SONO | SONOS INC | $29.36万 | 0.07% | 21,700 | -1,600 | -6.9% | -$2.16万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $28.58万 | 0.07% | 8,445 | 40 | 0.5% | $1,354 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $28.06万 | 0.07% | 12,342 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $26.98万 | 0.07% | 998 | -130 | -11.5% | -$3.51万 | 减仓 |
| LOW | LOWES COS INC | $26.35万 | 0.06% | 1,195 | -39 | -3.2% | -$8,599 | 减仓 |
| V | VISA INC | $26.14万 | 0.06% | 762 | -211 | -21.7% | -$7.24万 | 减仓 |