McAdam, LLC
Philadelphia PA · SEC CIK 0001695490
$22.20亿2026Q1 申报市值
447持仓数
58.7%前十大占比 · 第一大 11.8%
44 / 26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
SCHF 加仓+$887.97万
SCHX 加仓+$590.93万
FNDX 加仓+$530.20万
SCHG 加仓+$454.86万
JNJ 加仓+$320.88万
2026Q1 卖出最多 按季末市值估算
PHYS 减仓-$160.64万
SCHE 减仓-$140.91万
SGVT 清仓-$84.62万
SPYV 减仓-$76.08万
PJUN 减仓-$52.64万
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 |
|---|---|---|---|---|---|---|---|---|
| RKT | ROCKET COS INC | $24.38万 | 0.01% | 17,108 | 4,223 | 32.8% | $6.02万 | 加仓 |
| PGR | PROGRESSIVE CORP | $24.38万 | 0.01% | 1,230 | 139 | 12.7% | $2.76万 | 加仓 |
| ALL | ALLSTATE CORP | $24.63万 | 0.01% | 1,188 | 183 | 18.2% | $3.79万 | 加仓 |
| ITOT | ISHARES TR | $24.71万 | 0.01% | 1,735 | 1,735 | — | $24.71万 | 新建仓 |
| PSEP | INNOVATOR ETFS TRUST | $24.84万 | 0.01% | 5,769 | 0 | 0.0% | — | 不变 |
| YOU | CLEAR SECURE INC | $24.92万 | 0.01% | 5,148 | 5,148 | — | $24.92万 | 新建仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $25.20万 | 0.01% | 1,061 | 18 | 1.7% | $4,276 | 加仓 |
| CHAT | TIDAL TRUST II | $25.28万 | 0.01% | 4,088 | 4,088 | — | $25.28万 | 新建仓 |
| MDLZ | MONDELEZ INTL INC | $25.41万 | 0.01% | 4,408 | 12 | 0.3% | $692 | 加仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $25.46万 | 0.01% | 2,227 | 2,227 | — | $25.46万 | 新建仓 |
| TRV | TRAVELERS COMPANIES INC | $25.67万 | 0.01% | 880 | -1 | -0.1% | -$292 | 减仓 |
| AFL | AFLAC INC | $26.07万 | 0.01% | 2,376 | 157 | 7.1% | $1.72万 | 加仓 |
| SYK | STRYKER CORPORATION | $26.15万 | 0.01% | 796 | 27 | 3.5% | $8,869 | 加仓 |
| HYS | PIMCO ETF TR | $26.61万 | 0.01% | 2,853 | -198 | -6.5% | -$1.85万 | 减仓 |
| VHT | VANGUARD WORLD FD | $26.71万 | 0.01% | 981 | 47 | 5.0% | $1.28万 | 加仓 |
| NUMV | NUSHARES ETF TR | $26.73万 | 0.01% | 6,896 | 5 | 0.1% | $194 | 加仓 |
| AZN | ASTRAZENECA PLC | $26.76万 | 0.01% | 1,357 | 1,357 | — | $26.76万 | 新建仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $27.24万 | 0.01% | 4,907 | 1,067 | 27.8% | $5.92万 | 加仓 |
| CVS | CVS HEALTH CORP | $27.27万 | 0.01% | 3,797 | 194 | 5.4% | $1.39万 | 加仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $27.27万 | 0.01% | 3,179 | 3,179 | — | $27.27万 | 新建仓 |
| SHYD | VANECK ETF TRUST | $27.77万 | 0.01% | 12,257 | 263 | 2.2% | $5,960 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $27.99万 | 0.01% | 2,359 | 206 | 9.6% | $2.44万 | 加仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $28.01万 | 0.01% | 3,972 | 3,972 | — | $28.01万 | 新建仓 |
| EQIX | EQUINIX INC | $28.33万 | 0.01% | 289 | 289 | — | $28.33万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $28.71万 | 0.01% | 584 | 123 | 26.7% | $6.05万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $28.79万 | 0.01% | 3,479 | -1,307 | -27.3% | -$10.82万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $28.91万 | 0.01% | 12,142 | 2,587 | 27.1% | $6.16万 | 加仓 |
| UNP | UNION PAC CORP | $28.93万 | 0.01% | 1,192 | 94 | 8.6% | $2.28万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $29.01万 | 0.01% | 1,054 | -54 | -4.9% | -$1.49万 | 减仓 |
| DEM | WISDOMTREE TR | $29.20万 | 0.01% | 5,876 | 575 | 10.8% | $2.86万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $29.44万 | 0.01% | 4,853 | -1,037 | -17.6% | -$6.29万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $29.51万 | 0.01% | 8,801 | 398 | 4.7% | $1.33万 | 加仓 |
| EMGF | ISHARES INC | $29.54万 | 0.01% | 4,889 | 203 | 4.3% | $1.23万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $30.01万 | 0.01% | 3,383 | 224 | 7.1% | $1.99万 | 加仓 |
| CTVA | CORTEVA INC | $30.01万 | 0.01% | 3,585 | 344 | 10.6% | $2.88万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $30.05万 | 0.01% | 275 | 14 | 5.4% | $1.53万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $30.05万 | 0.01% | 2,896 | 2,896 | — | $30.05万 | 新建仓 |
| O | REALTY INCOME CORP | $30.18万 | 0.01% | 4,934 | 435 | 9.7% | $2.66万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $30.49万 | 0.01% | 6,101 | 1,404 | 29.9% | $7.02万 | 加仓 |
| BX | BLACKSTONE INC | $30.50万 | 0.01% | 2,652 | 30 | 1.1% | $3,450 | 加仓 |
| INTU | INTUIT | $30.55万 | 0.01% | 707 | 123 | 21.1% | $5.32万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $30.66万 | 0.01% | 4,005 | 512 | 14.7% | $3.92万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $31.04万 | 0.01% | 865 | 865 | — | $31.04万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $31.15万 | 0.01% | 1,605 | 260 | 19.3% | $5.05万 | 加仓 |
| APH | AMPHENOL CORP | $31.16万 | 0.01% | 2,466 | 186 | 8.2% | $2.35万 | 加仓 |
| MAYT | AIM ETF PRODUCTS TRUST | $31.27万 | 0.01% | 8,450 | 0 | 0.0% | — | 不变 |
| DLS | WISDOMTREE TR | $31.29万 | 0.01% | 3,839 | 396 | 11.5% | $3.23万 | 加仓 |
| SHYG | ISHARES TR | $31.71万 | 0.01% | 7,495 | -526 | -6.6% | -$2.23万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $31.72万 | 0.01% | 5,373 | 297 | 5.9% | $1.75万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $31.83万 | 0.01% | 3,387 | -8 | -0.2% | -$752 | 减仓 |
| VOX | VANGUARD WORLD FD | $31.87万 | 0.01% | 1,772 | -1 | -0.1% | -$180 | 减仓 |
| TIP | ISHARES TR | $32.07万 | 0.01% | 2,906 | -116 | -3.8% | -$1.28万 | 减仓 |
| OKE | ONEOK INC NEW | $32.07万 | 0.01% | 3,548 | 741 | 26.4% | $6.70万 | 加仓 |
| TFC | TRUIST FINL CORP | $32.73万 | 0.01% | 7,120 | 1,999 | 39.0% | $9.19万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $32.79万 | 0.01% | 8,437 | 0 | 0.0% | — | 不变 |
| — | ROUNDHILL ETF TRUST | $32.86万 | 0.01% | 11,983 | 1,322 | 12.4% | $3.63万 | 加仓 |
| CRM | SALESFORCE INC | $32.99万 | 0.01% | 1,767 | 24 | 1.4% | $4,480 | 加仓 |
| ONEY | SPDR SERIES TRUST | $33.06万 | 0.01% | 2,754 | 202 | 7.9% | $2.43万 | 加仓 |
| IVW | ISHARES TR | $33.56万 | 0.02% | 2,967 | 303 | 11.4% | $3.43万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $34.07万 | 0.02% | 1,868 | 403 | 27.5% | $7.35万 | 加仓 |
| CI | THE CIGNA GROUP | $34.22万 | 0.02% | 1,283 | 125 | 10.8% | $3.33万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $34.37万 | 0.02% | 9,697 | -45,326 | -82.4% | -$160.64万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $34.41万 | 0.02% | 2,188 | 350 | 19.0% | $5.50万 | 加仓 |
| MO | ALTRIA GROUP INC | $34.57万 | 0.02% | 5,238 | 498 | 10.5% | $3.29万 | 加仓 |
| SMIN | ISHARES TR | $34.63万 | 0.02% | 5,775 | 2,315 | 66.9% | $13.88万 | 加仓 |
| XCEM | COLUMBIA ETF TR II | $34.86万 | 0.02% | 8,543 | -23 | -0.3% | -$939 | 减仓 |
| IUSV | ISHARES TR | $34.92万 | 0.02% | 3,415 | -22 | -0.6% | -$2,250 | 减仓 |
| BLK | BLACKROCK INC | $35.02万 | 0.02% | 364 | 16 | 4.6% | $1.54万 | 加仓 |
| IGSB | ISHARES TR | $35.03万 | 0.02% | 6,664 | -1,825 | -21.5% | -$9.59万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $35.05万 | 0.02% | 1,399 | -185 | -11.7% | -$4.63万 | 重新持有 |
| RPG | INVESCO EXCHANGE TRADED FD T | $35.16万 | 0.02% | 7,523 | -61 | -0.8% | -$2,851 | 减仓 |
| ABT | ABBOTT LABORATORIES | $35.36万 | 0.02% | 3,444 | 40 | 1.2% | $4,107 | 加仓 |
| REZ | ISHARES TR | $35.41万 | 0.02% | 4,255 | 730 | 20.7% | $6.07万 | 加仓 |
| EMB | ISHARES TR | $35.70万 | 0.02% | 3,801 | 12 | 0.3% | $1,127 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $35.76万 | 0.02% | 877 | 80 | 10.0% | $3.26万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $35.91万 | 0.02% | 1,286 | 68 | 5.6% | $1.90万 | 加仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $36.09万 | 0.02% | 2,135 | -139 | -6.1% | -$2.35万 | 减仓 |
| RSPH | INVESCO EXCHANGE TRADED FD T | $36.50万 | 0.02% | 12,088 | -166 | -1.4% | -$5,012 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $36.75万 | 0.02% | 5,303 | 899 | 20.4% | $6.23万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $36.76万 | 0.02% | 3,247 | -146 | -4.3% | -$1.65万 | 减仓 |
| GM | GENERAL MTRS CO | $36.86万 | 0.02% | 4,948 | 573 | 13.1% | $4.27万 | 加仓 |
| SHYM | BLACKROCK ETF TRUST II | $36.88万 | 0.02% | 16,748 | -1,026 | -5.8% | -$2.26万 | 减仓 |
| NEM | NEWMONT CORP | $37.12万 | 0.02% | 3,429 | 229 | 7.2% | $2.48万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $37.15万 | 0.02% | 1,830 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $37.18万 | 0.02% | 5,506 | 77 | 1.4% | $5,200 | 加仓 |
| ADI | ANALOG DEVICES INC | $37.28万 | 0.02% | 1,172 | -56 | -4.6% | -$1.78万 | 减仓 |
| NOW | SERVICENOW INC | $37.31万 | 0.02% | 3,569 | 1,366 | 62.0% | $14.28万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $37.64万 | 0.02% | 817 | 215 | 35.7% | $9.91万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $37.67万 | 0.02% | 3,803 | 3,803 | — | $37.67万 | 新建仓 |
| TTMI | TTM TECHNOLOGIES INC | $37.75万 | 0.02% | 3,875 | 3,875 | — | $37.75万 | 新建仓 |
| MNA | NEW YORK LIFE INVESTMENTS ET | $37.98万 | 0.02% | 10,449 | 48 | 0.5% | $1,745 | 加仓 |
| MS | MORGAN STANLEY | $38.00万 | 0.02% | 2,309 | 187 | 8.8% | $3.08万 | 加仓 |
| LIN | LINDE PLC | $38.80万 | 0.02% | 783 | 293 | 59.8% | $14.52万 | 加仓 |
| GLW | CORNING INC | $38.91万 | 0.02% | 2,862 | 114 | 4.1% | $1.55万 | 加仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $39.38万 | 0.02% | 77,218 | -12,550 | -14.0% | -$6.40万 | 减仓 |
| TMUS | T-MOBILE US INC | $39.53万 | 0.02% | 1,882 | -364 | -16.2% | -$7.65万 | 减仓 |
| FDX | FEDEX CORP | $39.82万 | 0.02% | 1,118 | 55 | 5.2% | $1.96万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $39.88万 | 0.02% | 1,180 | 111 | 10.4% | $3.75万 | 加仓 |
| PDEC | INNOVATOR ETFS TRUST | $39.97万 | 0.02% | 9,405 | 91 | 1.0% | $3,868 | 加仓 |
| GL | GLOBE LIFE INC | $40.12万 | 0.02% | 2,883 | 4 | 0.1% | $557 | 加仓 |