McAdam, LLC
Philadelphia PA · SEC CIK 0001695490
$25.88亿2026Q2 申报市值
519持仓数
64.6%前十大占比 · 第一大 13.1%
103 / 37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
FDEM 加仓+$5,132.62万
FNDX 加仓+$4,855.47万
SCHG 加仓+$3,803.40万
JCPB 加仓+$3,107.65万
SCHF 加仓+$2,515.57万
2026Q2 卖出最多 按季末市值估算
RSP 减仓-$4,829.56万
SCHE 减仓-$2,525.09万
MDYG 减仓-$1,335.23万
SCHR 减仓-$1,088.81万
CWB 减仓-$1,043.32万
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 |
|---|---|---|---|---|---|---|---|---|
| OSS | ONE STOP SYS INC | $22.18万 | 0.01% | 12,198 | -548 | -4.3% | -$9,963 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $22.28万 | 0.01% | 2,318 | 2,318 | — | $22.28万 | 新建仓 |
| SNPS | SYNOPSYS INC | $22.29万 | 0.01% | 500 | 500 | — | $22.29万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $22.60万 | 0.01% | 638 | 55 | 9.4% | $1.95万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $22.70万 | 0.01% | 5,318 | 2,429 | 84.1% | $10.37万 | 重新持有 |
| OMC | OMNICOM GROUP INC | $22.71万 | 0.01% | 3,118 | 8 | 0.3% | $583 | 加仓 |
| ONEZ | ELEVATION SERIES TRUST | $22.75万 | 0.01% | 8,246 | 8,246 | — | $22.75万 | 新建仓 |
| JBL | JABIL INC | $22.90万 | 0.01% | 594 | 594 | — | $22.90万 | 新建仓 |
| NUMG | NUSHARES ETF TR | $22.90万 | 0.01% | 4,876 | -114 | -2.3% | -$5,353 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $22.97万 | 0.01% | 933 | -98 | -9.5% | -$2.41万 | 重新持有 |
| UBER | UBER TECHNOLOGIES INC | $23.11万 | 0.01% | 3,203 | 257 | 8.7% | $1.85万 | 加仓 |
| FIX | COMFORT SYS USA INC | $23.15万 | 0.01% | 117 | 117 | — | $23.15万 | 新建仓 |
| AFL | AFLAC INC | $23.20万 | 0.01% | 1,979 | -397 | -16.7% | -$4.65万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $23.22万 | 0.01% | 7,697 | -2,000 | -20.6% | -$6.03万 | 减仓 |
| EMR | EMERSON ELEC CO | $23.59万 | 0.01% | 1,648 | -23 | -1.4% | -$3,293 | 减仓 |
| CSX | CSX CORP | $23.65万 | 0.01% | 4,976 | 4,976 | — | $23.65万 | 新建仓 |
| WMB | WILLIAMS COS INC | $23.68万 | 0.01% | 3,186 | 298 | 10.3% | $2.22万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $23.84万 | 0.01% | 2,739 | 2,739 | — | $23.84万 | 新建仓 |
| TGT | TARGET CORP | $23.91万 | 0.01% | 1,831 | 171 | 10.3% | $2.23万 | 加仓 |
| IEF | ISHARES TR | $23.95万 | 0.01% | 2,532 | 2,532 | — | $23.95万 | 新建仓 |
| A | AGILENT TECHNOLOGIES INC | $24.16万 | 0.01% | 1,819 | -547 | -23.1% | -$7.27万 | 重新持有 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $24.22万 | 0.01% | 48,532 | -28,686 | -37.1% | -$14.31万 | 减仓 |
| NOW | SERVICENOW INC | $24.27万 | 0.01% | 2,444 | -1,125 | -31.5% | -$11.17万 | 减仓 |
| IDXX | IDEXX LABS INC | $24.72万 | 0.01% | 470 | 48 | 11.4% | $2.52万 | 加仓 |
| IWR | ISHARES TR | $24.89万 | 0.01% | 2,256 | -26 | -1.1% | -$2,868 | 减仓 |
| CRWV | COREWEAVE INC | $24.89万 | 0.01% | 2,500 | 2,500 | — | $24.89万 | 新建仓 |
| TE | T1 ENERGY INC | $24.94万 | 0.01% | 26,310 | 26,310 | — | $24.94万 | 新建仓 |
| MCK | MCKESSON CORP | $25.01万 | 0.01% | 331 | 331 | — | $25.01万 | 新建仓 |
| XBI | SPDR SERIES TRUST | $25.08万 | 0.01% | 1,585 | -29 | -1.8% | -$4,589 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $25.18万 | 0.01% | 800 | -35 | -4.2% | -$1.10万 | 减仓 |
| GWW | WW GRAINGER INC | $25.30万 | 0.01% | 186 | 186 | — | $25.30万 | 新建仓 |
| AZN | ASTRAZENECA PLC | $25.37万 | 0.01% | 1,338 | -19 | -1.4% | -$3,603 | 减仓 |
| ON | ON SEMICONDUCTOR CORP | $25.44万 | 0.01% | 2,691 | 2,691 | — | $25.44万 | 新建仓 |
| HWM | HOWMET AEROSPACE INC | $25.51万 | 0.01% | 949 | 949 | — | $25.51万 | 新建仓 |
| CLS | CELESTICA INC | $25.54万 | 0.01% | 700 | 700 | — | $25.54万 | 新建仓 |
| FCEL | FUELCELL ENERGY INC | $25.56万 | 0.01% | 7,099 | 7,099 | — | $25.56万 | 新建仓 |
| CL | COLGATE PALMOLIVE CO | $25.64万 | 0.01% | 2,796 | 2,796 | — | $25.64万 | 新建仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $25.69万 | 0.01% | 5,032 | -341 | -6.3% | -$1.74万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $25.85万 | 0.01% | 5,338 | 5,338 | — | $25.85万 | 新建仓 |
| SITM | SITIME CORP | $25.95万 | 0.01% | 348 | 348 | — | $25.95万 | 新建仓 |
| PSEP | INNOVATOR ETFS TRUST | $26.11万 | 0.01% | 5,669 | -100 | -1.7% | -$4,605 | 减仓 |
| NUBD | NUSHARES ETF TR | $26.15万 | 0.01% | 11,813 | 2,233 | 23.3% | $4.94万 | 加仓 |
| EQIX | EQUINIX INC | $26.16万 | 0.01% | 251 | -38 | -13.1% | -$3.96万 | 减仓 |
| HPQ | HP INC | $26.18万 | 0.01% | 11,933 | 11,933 | — | $26.18万 | 新建仓 |
| BOND | PIMCO ETF TR | $26.19万 | 0.01% | 2,840 | 2,840 | — | $26.19万 | 新建仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $26.26万 | 0.01% | 700 | 700 | — | $26.26万 | 新建仓 |
| DAL | DELTA AIR LINES INC | $26.29万 | 0.01% | 2,807 | 2,807 | — | $26.29万 | 新建仓 |
| SIXD | AIM ETF PRODUCTS TRUST | $26.37万 | 0.01% | 8,551 | 8,551 | — | $26.37万 | 新建仓 |
| NOK | NOKIA CORP | $26.40万 | 0.01% | 19,883 | 19,883 | — | $26.40万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $26.51万 | 0.01% | 667 | -150 | -18.4% | -$5.96万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $26.60万 | 0.01% | 2,883 | -504 | -14.9% | -$4.65万 | 减仓 |
| GFS | GLOBALFOUNDRIES INC | $26.69万 | 0.01% | 3,239 | 3,239 | — | $26.69万 | 新建仓 |
| NUE | NUCOR CORP | $26.73万 | 0.01% | 1,200 | 1,200 | — | $26.73万 | 新建仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $26.80万 | 0.01% | 2,055 | -172 | -7.7% | -$2.24万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $26.92万 | 0.01% | 1,510 | -1,215 | -44.6% | -$21.66万 | 减仓 |
| HUM | HUMANA INC | $26.95万 | 0.01% | 678 | 678 | — | $26.95万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $26.95万 | 0.01% | 543 | -26 | -4.6% | -$1.29万 | 重新持有 |
| MDLZ | MONDELEZ INTL INC | $27.26万 | 0.01% | 4,713 | 305 | 6.9% | $1.76万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $27.28万 | 0.01% | 2,192 | -846 | -27.8% | -$10.53万 | 减仓 |
| CHE | CHEMED CORP NEW | $27.29万 | 0.01% | 586 | 14 | 2.4% | $6,520 | 加仓 |
| NUMV | NUSHARES ETF TR | $27.34万 | 0.01% | 6,288 | -608 | -8.8% | -$2.64万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $27.74万 | 0.01% | 1,788 | -42 | -2.3% | -$6,515 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $27.78万 | 0.01% | 1,901 | 1,901 | — | $27.78万 | 新建仓 |
| COHR | COHERENT CORP | $28.01万 | 0.01% | 710 | 710 | — | $28.01万 | 新建仓 |
| CRM | SALESFORCE INC | $28.02万 | 0.01% | 1,789 | 22 | 1.2% | $3,446 | 加仓 |
| IVW | ISHARES TR | $28.28万 | 0.01% | 2,056 | -911 | -30.7% | -$12.53万 | 减仓 |
| YOU | CLEAR SECURE INC | $28.38万 | 0.01% | 5,092 | -56 | -1.1% | -$3,121 | 减仓 |
| ITOT | ISHARES TR | $28.50万 | 0.01% | 1,735 | 0 | 0.0% | — | 不变 |
| SPMD | SPDR SERIES TRUST | $28.60万 | 0.01% | 4,234 | 4,234 | — | $28.60万 | 新建仓 |
| FTNT | FORTINET INC | $28.62万 | 0.01% | 1,863 | 1,863 | — | $28.62万 | 新建仓 |
| F | FORD MTR CO | $29.02万 | 0.01% | 20,879 | 3,372 | 19.3% | $4.69万 | 加仓 |
| TIP | ISHARES TR | $29.02万 | 0.01% | 2,652 | -254 | -8.7% | -$2.78万 | 减仓 |
| MGC | VANGUARD WORLD FD | $29.30万 | 0.01% | 1,071 | -632 | -37.1% | -$17.29万 | 减仓 |
| VLO | VALERO ENERGY CORP | $29.37万 | 0.01% | 1,128 | 1,128 | — | $29.37万 | 新建仓 |
| IGIB | ISHARES TR | $29.52万 | 0.01% | 5,553 | -4,176 | -42.9% | -$22.20万 | 减仓 |
| AZO | AUTOZONE INC | $29.72万 | 0.01% | 93 | 93 | — | $29.72万 | 新建仓 |
| AJG | GALLAGHER ARTHUR J & CO | $29.75万 | 0.01% | 1,296 | 1,296 | — | $29.75万 | 新建仓 |
| TER | TERADYNE INC | $29.95万 | 0.01% | 619 | -64 | -9.4% | -$3.10万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $30.15万 | 0.01% | 4,906 | -1 | -0.0% | -$61 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $30.55万 | 0.01% | 9,556 | 755 | 8.6% | $2.41万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $30.98万 | 0.01% | 618 | 34 | 5.8% | $1.70万 | 加仓 |
| ADBE | ADOBE INC | $31.14万 | 0.01% | 1,519 | -253 | -14.3% | -$5.19万 | 减仓 |
| VHT | VANGUARD WORLD FD | $31.30万 | 0.01% | 1,047 | 66 | 6.7% | $1.97万 | 加仓 |
| DVY | ISHARES TR | $31.37万 | 0.01% | 2,007 | 2,007 | — | $31.37万 | 新建仓 |
| DE | DEERE & CO | $31.64万 | 0.01% | 499 | 99 | 24.8% | $6.28万 | 加仓 |
| NEM | NEWMONT CORP | $31.81万 | 0.01% | 3,405 | -24 | -0.7% | -$2,242 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $31.92万 | 0.01% | 967 | 87 | 9.9% | $2.87万 | 加仓 |
| VRRM | VERRA MOBILITY CORP | $32.00万 | 0.01% | 75,301 | 75,301 | — | $32.00万 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $32.01万 | 0.01% | 1,101 | 514 | 87.6% | $14.94万 | 加仓 |
| SPTI | SPDR SERIES TRUST | $32.10万 | 0.01% | 11,307 | -3,511 | -23.7% | -$9.97万 | 减仓 |
| DFTX | DEFINIUM THERAPEUTICS INC | $32.36万 | 0.01% | 6,879 | 6,879 | — | $32.36万 | 新建仓 |
| O | REALTY INCOME CORP | $32.37万 | 0.01% | 5,224 | 290 | 5.9% | $1.80万 | 加仓 |
| RBRK | RUBRIK INC. | $32.37万 | 0.01% | 4,032 | 4,032 | — | $32.37万 | 新建仓 |
| CTVA | CORTEVA INC | $32.39万 | 0.01% | 3,824 | 239 | 6.7% | $2.02万 | 加仓 |
| ONEY | SPDR SERIES TRUST | $32.61万 | 0.01% | 2,546 | -208 | -7.6% | -$2.66万 | 减仓 |
| DLS | WISDOMTREE TR | $32.63万 | 0.01% | 3,894 | 55 | 1.4% | $4,608 | 加仓 |
| LOW | LOWES COS INC | $32.79万 | 0.01% | 1,487 | -228 | -13.3% | -$5.03万 | 减仓 |
| VOX | VANGUARD WORLD FD | $33.08万 | 0.01% | 1,798 | 26 | 1.5% | $4,783 | 加仓 |
| NVT | NVENT ELEC PLC | $33.29万 | 0.01% | 1,963 | 1,963 | — | $33.29万 | 新建仓 |
| OKE | ONEOK INC NEW | $33.35万 | 0.01% | 3,836 | 288 | 8.1% | $2.50万 | 加仓 |