MCF Advisors LLC
LEXINGTON KY · SEC CIK 0001602905
$27.98亿2026Q2 申报市值
1,402持仓数
44.6%前十大占比 · 第一大 10.9%
149 / 93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
IDEV 加仓+$5,370.90万
SCHO 加仓+$4,046.38万
QQQM 加仓+$3,239.22万
SPYV 加仓+$2,706.33万
CGGO 新建仓+$2,445.40万
2026Q2 卖出最多 按季末市值估算
BCI 减仓-$2,200.80万
VOO 减仓-$2,061.87万
IBDU 清仓-$986.81万
MOAT 减仓-$348.63万
IJH 减仓-$320.72万
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 |
|---|---|---|---|---|---|---|---|---|
| APO | APOLLO GLOBAL MGMT INC | $2.88万 | 0.00% | 243 | -5 | -2.0% | -$592 | 减仓 |
| FTAI | FTAI AVIATION LTD | $2.87万 | 0.00% | 106 | -5 | -4.5% | -$1,353 | 减仓 |
| AIP | ARTERIS INC | $2.87万 | 0.00% | 590 | -177 | -23.1% | -$8,601 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $2.85万 | 0.00% | 76 | -6 | -7.3% | -$2,252 | 减仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $2.85万 | 0.00% | 511 | 0 | 0.0% | — | 不变 |
| XYZ | BLOCK INC | $2.81万 | 0.00% | 370 | -3,682 | -90.9% | -$27.98万 | 减仓 |
| ILMN | ILLUMINA INC | $2.78万 | 0.00% | 158 | 100 | 172.4% | $1.76万 | 加仓 |
| WTAI | WISDOMTREE TR | $2.78万 | 0.00% | 585 | 0 | 0.0% | — | 不变 |
| SAM | BOSTON BEER INC | $2.76万 | 0.00% | 156 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC | $2.76万 | 0.00% | 142 | -17 | -10.7% | -$3,305 | 减仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $2.75万 | 0.00% | 541 | 0 | 0.0% | — | 不变 |
| IMCV | ISHARES TR | $2.74万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| RXRX | RECURSION PHARMACEUTICALS IN | $2.74万 | 0.00% | 7,465 | 7,465 | — | $2.74万 | 新建仓 |
| SAIA | SAIA INC | $2.74万 | 0.00% | 65 | 22 | 51.2% | $9,266 | 加仓 |
| BLOK | AMPLIFY ETF TR | $2.73万 | 0.00% | 436 | 0 | 0.0% | — | 不变 |
| MHD | BLACKROCK MUNIHOLDINGS FD IN | $2.72万 | 0.00% | 2,286 | 2,286 | — | $2.72万 | 新建仓 |
| NTRA | NATERA INC | $2.71万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CWI | SPDR INDEX SHS FDS | $2.71万 | 0.00% | 667 | 0 | 0.0% | — | 不变 |
| OKTA | OKTA INC | $2.70万 | 0.00% | 198 | -2,837 | -93.5% | -$38.71万 | 减仓 |
| IRTC | IRHYTHM HOLDINGS INC | $2.70万 | 0.00% | 227 | 31 | 15.8% | $3,687 | 加仓 |
| IWB | ISHARES TR | $2.69万 | 0.00% | 66 | 37 | 127.6% | $1.51万 | 加仓 |
| MAGS | LISTED FDS TR | $2.67万 | 0.00% | 415 | 0 | 0.0% | — | 不变 |
| LEVI | LEVI STRAUSS & CO NEW | $2.66万 | 0.00% | 1,071 | 0 | 0.0% | — | 不变 |
| AGNC | AGNC INVT CORP | $2.65万 | 0.00% | 2,408 | 1,728 | 254.1% | $1.90万 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $2.65万 | 0.00% | 43 | -17 | -28.3% | -$1.05万 | 减仓 |
| XHB | SPDR SERIES TRUST | $2.64万 | 0.00% | 229 | 0 | 0.0% | — | 不变 |
| RIO | RIO TINTO PLC | $2.64万 | 0.00% | 278 | 0 | 0.0% | — | 不变 |
| — | SILA REALTY TRUST INC | $2.62万 | 0.00% | 863 | 0 | 0.0% | — | 不变 |
| KCE | SPDR SERIES TRUST | $2.60万 | 0.00% | 176 | 0 | 0.0% | — | 不变 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $2.59万 | 0.00% | 507 | -96 | -15.9% | -$4,903 | 减仓 |
| RBC | RBC BEARINGS INC | $2.58万 | 0.00% | 40 | 2 | 5.3% | $1,288 | 加仓 |
| GH | GUARDANT HEALTH INC | $2.57万 | 0.00% | 171 | 151 | 755.0% | $2.27万 | 加仓 |
| NWBI | NORTHWEST BANCSHARES INC | $2.55万 | 0.00% | 1,684 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC | $2.54万 | 0.00% | 484 | 0 | 0.0% | — | 不变 |
| — | FLAHERTY & CRUMRINE DYNAMIC | $2.54万 | 0.00% | 1,229 | 0 | 0.0% | — | 不变 |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $2.54万 | 0.00% | 1,744 | 0 | 0.0% | — | 不变 |
| SSUS | STRATEGY SHS | $2.53万 | 0.00% | 458 | 0 | 0.0% | — | 不变 |
| IGM | ISHARES TR | $2.52万 | 0.00% | 154 | 0 | 0.0% | — | 不变 |
| MBB | ISHARES TR | $2.51万 | 0.00% | 266 | 39 | 17.2% | $3,686 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $2.51万 | 0.00% | 140 | 10 | 7.7% | $1,796 | 加仓 |
| EFC | ELLINGTON FINANCIAL INC | $2.51万 | 0.00% | 1,847 | 1,847 | — | $2.51万 | 新建仓 |
| HWM | HOWMET AEROSPACE INC | $2.50万 | 0.00% | 93 | 21 | 29.2% | $5,646 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $2.50万 | 0.00% | 162 | 0 | 0.0% | — | 不变 |
| FXO | FIRST TR EXCHANGE-TRADED FD | $2.50万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| RGLD | ROYAL GOLD INC | $2.50万 | 0.00% | 125 | -7 | -5.3% | -$1,397 | 减仓 |
| OMC | OMNICOM GROUP INC | $2.49万 | 0.00% | 339 | 0 | 0.0% | — | 不变 |
| LKQ | LKQ CORP | $2.49万 | 0.00% | 944 | 0 | 0.0% | — | 不变 |
| PAVE | GLOBAL X FDS | $2.48万 | 0.00% | 420 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES TR | $2.46万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| ACM | AECOM | $2.46万 | 0.00% | 352 | 0 | 0.0% | — | 不变 |
| DHI | D R HORTON INC | $2.44万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| DECK | DECKERS OUTDOOR CORP | $2.44万 | 0.00% | 246 | 0 | 0.0% | — | 不变 |
| VRSN | VERISIGN INC | $2.44万 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| CNI | CANADIAN NATL RY CO | $2.43万 | 0.00% | 204 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $2.43万 | 0.00% | 93 | 42 | 82.4% | $1.10万 | 加仓 |
| EIS | ISHARES INC | $2.41万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| ATR | APTARGROUP INC | $2.40万 | 0.00% | 192 | 0 | 0.0% | — | 不变 |
| HEI/A | HEICO CORP NEW | $2.40万 | 0.00% | 93 | 0 | 0.0% | — | 不变 |
| HTFL | HEARTFLOW INC | $2.39万 | 0.00% | 816 | 52 | 6.8% | $1,526 | 加仓 |
| BB | BLACKBERRY LTD | $2.38万 | 0.00% | 1,879 | 92 | 5.1% | $1,164 | 加仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $2.37万 | 0.00% | 155 | -139 | -47.3% | -$2.13万 | 减仓 |
| BN | BROOKFIELD CORP | $2.37万 | 0.00% | 556 | 0 | 0.0% | — | 不变 |
| SVCO | SILVACO GROUP INC | $2.36万 | 0.00% | 1,713 | 636 | 59.1% | $8,771 | 加仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $2.36万 | 0.00% | 62 | -68 | -52.3% | -$2.59万 | 减仓 |
| — | PROTALIX BIOTHERAPEUTICS INC | $2.33万 | 0.00% | 10,000 | 10,000 | — | $2.33万 | 新建仓 |
| IBRX | IMMUNITYBIO INC | $2.32万 | 0.00% | 2,646 | 0 | 0.0% | — | 不变 |
| FROG | JFROG LTD | $2.31万 | 0.00% | 254 | 47 | 22.7% | $4,271 | 加仓 |
| WOLF | WOLFSPEED INC | $2.31万 | 0.00% | 478 | 0 | 0.0% | — | 不变 |
| PAY | PAYMENTUS HOLDINGS INC | $2.28万 | 0.00% | 942 | -426 | -31.1% | -$1.03万 | 减仓 |
| SNX | TD SYNNEX CORPORATION | $2.27万 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| RJF | RAYMOND JAMES FINL INC | $2.27万 | 0.00% | 149 | 0 | 0.0% | — | 不变 |
| CAG | CONAGRA BRANDS INC | $2.25万 | 0.00% | 1,675 | 0 | 0.0% | — | 不变 |
| ORN | ORION GROUP HLDGS INC | $2.25万 | 0.00% | 1,340 | 485 | 56.7% | $8,158 | 加仓 |
| ISCG | ISHARES TR | $2.25万 | 0.00% | 343 | 0 | 0.0% | — | 不变 |
| PARR | PAR PAC HOLDINGS INC | $2.24万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| IGIB | ISHARES TR | $2.23万 | 0.00% | 420 | 420 | — | $2.23万 | 新建仓 |
| GMED | GLOBUS MED INC | $2.21万 | 0.00% | 280 | 280 | — | $2.21万 | 新建仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $2.19万 | 0.00% | 340 | 0 | 0.0% | — | 不变 |
| ICHR | ICHOR HOLDINGS | $2.19万 | 0.00% | 195 | -48 | -19.8% | -$5,390 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $2.18万 | 0.00% | 26 | -45 | -63.4% | -$3.78万 | 减仓 |
| AVY | AVERY DENNISON CORP | $2.18万 | 0.00% | 134 | -130 | -49.2% | -$2.11万 | 减仓 |
| HL | HECLA MINING COMPANY | $2.16万 | 0.00% | 1,400 | 0 | 0.0% | — | 不变 |
| SCHR | SCHWAB STRATEGIC TR | $2.16万 | 0.00% | 875 | 1 | 0.1% | $25 | 加仓 |
| TOST | TOAST INC | $2.16万 | 0.00% | 775 | 570 | 278.0% | $1.59万 | 重新持有 |
| HII | HUNTINGTON INGALLS INDS INC | $2.16万 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| — | BIOLIFE SOLUTIONS INC | $2.15万 | 0.00% | 763 | 292 | 62.0% | $8,246 | 加仓 |
| SMBS | SCHWAB STRATEGIC TR | $2.15万 | 0.00% | 845 | 0 | 0.0% | — | 不变 |
| COHR | COHERENT CORP | $2.09万 | 0.00% | 53 | -104 | -66.2% | -$4.10万 | 减仓 |
| CACI | CACI INTL INC | $2.08万 | 0.00% | 45 | -37 | -45.1% | -$1.71万 | 减仓 |
| FNV | FRANCO NEV CORP | $2.08万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | ABRDN GLOBAL DYNAMIC DIVIDEN | $2.07万 | 0.00% | 1,711 | 0 | 0.0% | — | 不变 |
| DPC | DPC HOLDINGS PLC | $2.07万 | 0.00% | 421 | 421 | — | $2.07万 | 新建仓 |
| BOTZ | GLOBAL X FDS | $2.06万 | 0.00% | 542 | 80 | 17.3% | $3,037 | 加仓 |
| MOD | MODINE MFG CO | $2.06万 | 0.00% | 77 | -8 | -9.4% | -$2,136 | 减仓 |
| AEE | AMEREN CORP | $2.05万 | 0.00% | 181 | 0 | 0.0% | — | 不变 |
| FEIM | FREQUENCY ELECTRS INC | $2.04万 | 0.00% | 307 | 31 | 11.2% | $2,057 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $2.03万 | 0.00% | 665 | 0 | 0.0% | — | 不变 |
| AGX | ARGAN INC | $2.00万 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $1.99万 | 0.00% | 586 | 0 | 0.0% | — | 不变 |
| BRZE | BRAZE INC | $1.98万 | 0.00% | 915 | 915 | — | $1.98万 | 新建仓 |