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 |
|---|---|---|---|---|---|---|---|---|
| CRM | SALESFORCE INC | $6.78万 | 0.02% | 433 | -12,044 | -96.5% | -$188.68万 | 减仓 |
| DVA | DAVITA INC | $6.67万 | 0.02% | 300 | 300 | — | $6.67万 | 新建仓 |
| FDX | FEDEX CORP | $6.67万 | 0.02% | 213 | 213 | — | $6.67万 | 新建仓 |
| TEL | TE CONNECTIVITY PLC | $6.59万 | 0.02% | 327 | 327 | — | $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 |
| WTV | WISDOMTREE TR | $6.59万 | 0.02% | 648 | 648 | — | $6.59万 | 新建仓 |
| — | CALAMOS ETF TR | $6.57万 | 0.02% | 3,162 | 3,162 | — | $6.57万 | 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 |
| SPAB | SPDR SERIES TRUST | $6.47万 | 0.02% | 2,537 | 2,537 | — | $6.47万 | 新建仓 |
| NVO | NOVO-NORDISK A S | $6.46万 | 0.02% | 1,347 | 1,347 | — | $6.46万 | 新建仓 |
| AZO | AUTOZONE INC | $6.39万 | 0.02% | 20 | 20 | — | $6.39万 | 新建仓 |
| AMTM | AMENTUM HOLDINGS INC | $6.39万 | 0.02% | 3,092 | 3,092 | — | $6.39万 | 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 |
| PAA | PLAINS ALL AMERN PIPELINE L | $6.23万 | 0.02% | 2,800 | 2,800 | — | $6.23万 | 新建仓 |
| ANET | ARISTA NETWORKS INC | $6.12万 | 0.01% | 360 | 360 | — | $6.12万 | 新建仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $5.97万 | 0.01% | 275 | 275 | — | $5.97万 | 新建仓 |
| CRWV | COREWEAVE INC | $5.97万 | 0.01% | 600 | 600 | — | $5.97万 | 新建仓 |
| SPSM | SPDR SERIES TRUST | $5.95万 | 0.01% | 1,031 | 1,031 | — | $5.95万 | 新建仓 |
| ECL | ECOLAB INC | $5.71万 | 0.01% | 205 | 205 | — | $5.71万 | 新建仓 |
| OC | OWENS CORNING NEW | $5.12万 | 0.01% | 322 | 322 | — | $5.12万 | 新建仓 |
| SHW | SHERWIN WILLIAMS CO | $5.06万 | 0.01% | 147 | 147 | — | $5.06万 | 新建仓 |
| CAH | CARDINAL HEALTH INC | $5.06万 | 0.01% | 213 | 213 | — | $5.06万 | 新建仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $4.82万 | 0.01% | 146 | 146 | — | $4.82万 | 新建仓 |
| GSK | GSK PLC | $4.82万 | 0.01% | 920 | 920 | — | $4.82万 | 新建仓 |
| — | INVESCO EXCH TRADED FD TR II | $4.61万 | 0.01% | 2,350 | 2,350 | — | $4.61万 | 新建仓 |
| STZ | CONSTELLATION BRANDS INC | $4.52万 | 0.01% | 325 | 325 | — | $4.52万 | 新建仓 |
| DHI | D R HORTON INC | $4.48万 | 0.01% | 275 | 275 | — | $4.48万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $4.47万 | 0.01% | 87 | 87 | — | $4.47万 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $4.38万 | 0.01% | 1,192 | 1,192 | — | $4.38万 | 新建仓 |
| QUAL | ISHARES TR | $4.32万 | 0.01% | 197 | 197 | — | $4.32万 | 新建仓 |
| PHM | PULTE GROUP INC | $4.25万 | 0.01% | 310 | 310 | — | $4.25万 | 新建仓 |
| FSLR | FIRST SOLAR INC | $4.25万 | 0.01% | 180 | 180 | — | $4.25万 | 新建仓 |
| PRU | PRUDENTIAL FINL INC | $4.16万 | 0.01% | 385 | 385 | — | $4.16万 | 新建仓 |
| MELI | MERCADOLIBRE INC | $4.07万 | 0.01% | 24 | 24 | — | $4.07万 | 新建仓 |
| EMB | ISHARES TR | $4.07万 | 0.01% | 422 | 422 | — | $4.07万 | 新建仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $3.86万 | 0.01% | 468 | 468 | — | $3.86万 | 新建仓 |
| VXUS | VANGUARD STAR FDS | $3.85万 | 0.01% | 450 | 450 | — | $3.85万 | 新建仓 |
| SDY | SPDR SERIES TRUST | $3.80万 | 0.01% | 250 | 250 | — | $3.80万 | 新建仓 |
| IEMG | ISHARES INC | $3.66万 | 0.01% | 442 | 442 | — | $3.66万 | 新建仓 |
| ARKK | ARK ETF TR | $3.64万 | 0.01% | 450 | 450 | — | $3.64万 | 新建仓 |
| TER | TERADYNE INC | $3.63万 | 0.01% | 75 | 75 | — | $3.63万 | 新建仓 |
| IWS | ISHARES TR | $3.59万 | 0.01% | 218 | 218 | — | $3.59万 | 新建仓 |
| CNI | CANADIAN NATL RY CO | $3.58万 | 0.01% | 300 | 300 | — | $3.58万 | 新建仓 |
| HWM | HOWMET AEROSPACE INC | $3.58万 | 0.01% | 133 | 133 | — | $3.58万 | 新建仓 |
| HEI | HEICO CORP NEW | $3.56万 | 0.01% | 100 | 100 | — | $3.56万 | 新建仓 |
| PPH | VANECK ETF TRUST | $3.55万 | 0.01% | 325 | 325 | — | $3.55万 | 新建仓 |
| IXUS | ISHARES TR | $3.52万 | 0.01% | 369 | 369 | — | $3.52万 | 新建仓 |
| NXPI | NXP SEMICONDUCTORS N V | $3.51万 | 0.01% | 125 | 125 | — | $3.51万 | 新建仓 |
| AIZ | ASSURANT INC | $3.49万 | 0.01% | 130 | 130 | — | $3.49万 | 新建仓 |
| JPRE | J P MORGAN EXCHANGE TRADED F | $3.48万 | 0.01% | 666 | 666 | — | $3.48万 | 新建仓 |
| SMG | SCOTTS MIRACLE-GRO CO | $3.44万 | 0.01% | 505 | 505 | — | $3.44万 | 新建仓 |
| ITOT | ISHARES TR | $3.42万 | 0.01% | 208 | 208 | — | $3.42万 | 新建仓 |
| RBC | RBC BEARINGS INC | $3.41万 | 0.01% | 53 | 53 | — | $3.41万 | 新建仓 |
| SPG | SIMON PPTY GROUP INC NEW | $3.35万 | 0.01% | 150 | 150 | — | $3.35万 | 新建仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $3.35万 | 0.01% | 100 | 100 | — | $3.35万 | 新建仓 |
| NOW | SERVICENOW INC | $3.33万 | 0.01% | 335 | 335 | — | $3.33万 | 新建仓 |
| SCHA | SCHWAB STRATEGIC TR | $3.31万 | 0.01% | 916 | 916 | — | $3.31万 | 新建仓 |
| NKE | NIKE INC | $3.29万 | 0.01% | 802 | 802 | — | $3.29万 | 新建仓 |
| TKO | TKO GROUP HOLDINGS INC | $3.26万 | 0.01% | 162 | 162 | — | $3.26万 | 新建仓 |
| NUE | NUCOR CORP | $3.23万 | 0.01% | 145 | 145 | — | $3.23万 | 新建仓 |
| FUN | SIX FLAGS ENTERTAINMENT CORP | $3.19万 | 0.01% | 1,500 | 1,500 | — | $3.19万 | 新建仓 |
| VFH | VANGUARD WORLD FD | $3.09万 | 0.01% | 235 | 235 | — | $3.09万 | 新建仓 |
| UFO | PROCURE ETF TRUST II | $3.06万 | 0.01% | 604 | 604 | — | $3.06万 | 新建仓 |
| DTE | DTE ENERGY CO | $3.05万 | 0.01% | 200 | 200 | — | $3.05万 | 新建仓 |
| HMC | HONDA MOTOR CO LTD | $3.03万 | 0.01% | 1,116 | 1,116 | — | $3.03万 | 新建仓 |
| GRMN | GARMIN LTD | $2.97万 | 0.01% | 125 | 125 | — | $2.97万 | 新建仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $2.92万 | 0.01% | 860 | 860 | — | $2.92万 | 新建仓 |
| CMPS | COMPASS PATHWAYS PLC | $2.89万 | 0.01% | 2,040 | 2,040 | — | $2.89万 | 新建仓 |
| FAST | FASTENAL CO | $2.88万 | 0.01% | 600 | 600 | — | $2.88万 | 新建仓 |
| PAYX | PAYCHEX INC | $2.85万 | 0.01% | 290 | 290 | — | $2.85万 | 新建仓 |
| DTM | DT MIDSTREAM INC | $2.85万 | 0.01% | 194 | 194 | — | $2.85万 | 新建仓 |
| QQQI | NEOS ETF TRUST | $2.84万 | 0.01% | 500 | 500 | — | $2.84万 | 新建仓 |
| SOXX | ISHARES TR | $2.82万 | 0.01% | 44 | 44 | — | $2.82万 | 新建仓 |
| TFC | TRUIST FINL CORP | $2.81万 | 0.01% | 565 | 565 | — | $2.81万 | 新建仓 |
| BIV | VANGUARD BD INDEX FDS | $2.75万 | 0.01% | 359 | 359 | — | $2.75万 | 新建仓 |
| TGTX | TG THERAPEUTICS INC | $2.64万 | 0.01% | 480 | 480 | — | $2.64万 | 新建仓 |
| HOOD | ROBINHOOD MKTS INC | $2.60万 | 0.01% | 259 | 259 | — | $2.60万 | 新建仓 |
| TWLO | TWILIO INC | $2.58万 | 0.01% | 125 | 125 | — | $2.58万 | 新建仓 |
| CTAS | CINTAS CORP | $2.52万 | 0.01% | 148 | 148 | — | $2.52万 | 新建仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $2.49万 | 0.01% | 189 | 189 | — | $2.49万 | 新建仓 |
| IDOG | ALPS ETF TR | $2.47万 | 0.01% | 600 | 600 | — | $2.47万 | 新建仓 |
| UNP | UNION PAC CORP | $2.45万 | 0.01% | 90 | 90 | — | $2.45万 | 新建仓 |
| RSPF | INVESCO EXCHANGE TRADED FD T | $2.44万 | 0.01% | 314 | -3,261 | -91.2% | -$25.29万 | 重新持有 |
| RVMD | REVOLUTION MEDICINES INC | $2.43万 | 0.01% | 130 | 130 | — | $2.43万 | 新建仓 |
| PRI | PRIMERICA INC | $2.42万 | 0.01% | 85 | 85 | — | $2.42万 | 新建仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $2.41万 | 0.01% | 463 | 463 | — | $2.41万 | 新建仓 |
| MGM | MGM RESORTS INTERNATIONAL | $2.39万 | 0.01% | 500 | 500 | — | $2.39万 | 新建仓 |
| AVY | AVERY DENNISON CORP | $2.37万 | 0.01% | 146 | 146 | — | $2.37万 | 新建仓 |
| SSO | PROSHARES TR | $2.36万 | 0.01% | 350 | 350 | — | $2.36万 | 新建仓 |
| ZS | ZSCALER INC | $2.34万 | 0.01% | 166 | 166 | — | $2.34万 | 新建仓 |
| GM | GENERAL MTRS CO | $2.31万 | 0.01% | 300 | 300 | — | $2.31万 | 新建仓 |
| WSO | WATSCO INC | $2.29万 | 0.01% | 55 | 55 | — | $2.29万 | 新建仓 |
| MZTI | MARZETTI COMPANY | $2.28万 | 0.01% | 200 | 200 | — | $2.28万 | 新建仓 |
| BP | BP PLC | $2.28万 | 0.01% | 616 | 616 | — | $2.28万 | 新建仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $2.26万 | 0.01% | 500 | 500 | — | $2.26万 | 新建仓 |
| VDC | VANGUARD WORLD FD | $2.25万 | 0.01% | 100 | 100 | — | $2.25万 | 新建仓 |
| — | AURORA CANNABIS INC | $2.23万 | 0.01% | 8,001 | 8,001 | — | $2.23万 | 新建仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $2.21万 | 0.01% | 230 | 230 | — | $2.21万 | 新建仓 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $2.20万 | 0.01% | 150 | 150 | — | $2.20万 | 新建仓 |
| VTIP | VANGUARD MALVERN FDS | $2.18万 | 0.01% | 434 | 434 | — | $2.18万 | 新建仓 |