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 |
|---|---|---|---|---|---|---|---|---|
| PFF | ISHARES TR | $24.06万 | 0.06% | 7,935 | 0 | 0.0% | — | 不变 |
| FPAG | INVESTMENT MANAGERS SER TR I | $23.58万 | 0.06% | 6,500 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $22.96万 | 0.05% | 2,469 | 2,469 | — | $22.96万 | 新建仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $22.92万 | 0.05% | 26,462 | 9,262 | 53.8% | $8.02万 | 加仓 |
| CB | CHUBB LTD SWITZ | $22.65万 | 0.05% | 695 | -433 | -38.4% | -$14.11万 | 减仓 |
| IJR | ISHARES TR | $21.23万 | 0.05% | 1,708 | 0 | 0.0% | — | 不变 |
| BUFY | FIRST TR EXCHNG TRADED FD VI | $20.14万 | 0.05% | 9,000 | 9,000 | — | $20.14万 | 新建仓 |
| CNH | CNH INDL N V | $14.71万 | 0.03% | 13,375 | -9,400 | -41.3% | -$10.34万 | 减仓 |
| — | BLACKROCK ETF TRUST | $0 | 0.00% | 0 | -13,639 | -100.0% | -$50.90万 | 清仓 |
| FSK | FS KKR CAP CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AMT | AMERICAN TOWER CORP NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | TEGNA INC | $0 | 0.00% | 0 | -16,845 | -100.0% | -$32.70万 | 清仓 |
| RSPF | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | MIDDLEFIELD BANC CORP | $0 | 0.00% | 0 | -8,100 | -100.0% | -$27.98万 | 清仓 |
| OTIS | OTIS WORLDWIDE CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AON | AON PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IDXX | IDEXX LABS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DLB | DOLBY LABORATORIES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| F | FORD MTR CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |