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 |
|---|---|---|---|---|---|---|---|---|
| ESGE | ISHARES INC | $40.22万 | 0.02% | 8,845 | -49 | -0.6% | -$2,228 | 减仓 |
| MGC | VANGUARD WORLD FD | $40.25万 | 0.02% | 1,703 | -165 | -8.8% | -$3.90万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $40.29万 | 0.02% | 928 | 9 | 1.0% | $3,907 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $40.50万 | 0.02% | 7,146 | -642 | -8.2% | -$3.64万 | 减仓 |
| LOW | LOWES COS INC | $40.51万 | 0.02% | 1,715 | 63 | 3.8% | $1.49万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $40.52万 | 0.02% | 1,994 | -27 | -1.3% | -$5,486 | 减仓 |
| PSX | PHILLIPS 66 | $40.81万 | 0.02% | 2,240 | 172 | 8.3% | $3.13万 | 加仓 |
| QCOM | QUALCOMM INC | $41.06万 | 0.02% | 3,189 | 419 | 15.1% | $5.40万 | 加仓 |
| NTAP | NETAPP INC | $41.24万 | 0.02% | 4,028 | 1,031 | 34.4% | $10.56万 | 加仓 |
| NOBL | PROSHARES TR | $42.21万 | 0.02% | 3,982 | 53 | 1.3% | $5,618 | 加仓 |
| CINF | CINCINNATI FINL CORP | $42.38万 | 0.02% | 2,693 | 98 | 3.8% | $1.54万 | 加仓 |
| SPTI | SPDR SERIES TRUST | $42.47万 | 0.02% | 14,818 | 2,929 | 24.6% | $8.39万 | 加仓 |
| BNOV | INNOVATOR ETFS TRUST | $42.59万 | 0.02% | 9,900 | -2,830 | -22.2% | -$12.18万 | 减仓 |
| AMGN | AMGEN INC | $43.01万 | 0.02% | 1,222 | 40 | 3.4% | $1.41万 | 加仓 |
| ADBE | ADOBE INC | $43.07万 | 0.02% | 1,772 | 363 | 25.8% | $8.82万 | 加仓 |
| WM | WASTE MGMT INC DEL | $43.13万 | 0.02% | 1,877 | 92 | 5.2% | $2.11万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $43.44万 | 0.02% | 2,627 | -901 | -25.5% | -$14.90万 | 减仓 |
| VIS | VANGUARD WORLD FD | $43.75万 | 0.02% | 1,401 | 94 | 7.2% | $2.94万 | 加仓 |
| IWB | ISHARES TR | $43.95万 | 0.02% | 1,233 | -272 | -18.1% | -$9.70万 | 减仓 |
| PMAY | INNOVATOR ETFS TRUST | $44.04万 | 0.02% | 11,026 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $44.58万 | 0.02% | 1,648 | 242 | 17.2% | $6.55万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $44.93万 | 0.02% | 7,675 | 474 | 6.6% | $2.77万 | 加仓 |
| SHEL | SHELL PLC | $44.97万 | 0.02% | 4,835 | 228 | 4.9% | $2.12万 | 加仓 |
| RSPN | INVESCO EXCHANGE TRADED FD T | $45.52万 | 0.02% | 7,905 | 0 | 0.0% | — | 不变 |
| PNOV | INNOVATOR ETFS TRUST | $45.84万 | 0.02% | 11,220 | -96 | -0.8% | -$3,923 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $46.05万 | 0.02% | 109 | 1 | 0.9% | $4,224 | 加仓 |
| XME | SPDR SERIES TRUST | $46.37万 | 0.02% | 4,293 | 68 | 1.6% | $7,344 | 加仓 |
| USB | US BANCORP | $46.87万 | 0.02% | 9,013 | -677 | -7.0% | -$3.52万 | 减仓 |
| ETN | EATON CORP PLC | $47.71万 | 0.02% | 1,334 | 129 | 10.7% | $4.61万 | 加仓 |
| APP | APPLOVIN CORP | $47.92万 | 0.02% | 1,204 | 244 | 25.4% | $9.71万 | 加仓 |
| HYD | VANECK ETF TRUST | $47.97万 | 0.02% | 9,568 | -231 | -2.4% | -$1.16万 | 减仓 |
| PSK | SPDR SERIES TRUST | $48.01万 | 0.02% | 15,567 | -747 | -4.6% | -$2.30万 | 减仓 |
| LQDH | ISHARES U S ETF TR | $48.82万 | 0.02% | 5,287 | 117 | 2.3% | $1.08万 | 加仓 |
| ULST | SSGA ACTIVE ETF TR | $49.00万 | 0.02% | 12,098 | 685 | 6.0% | $2.77万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $49.18万 | 0.02% | 10,774 | 756 | 7.5% | $3.45万 | 加仓 |
| DOW | DOW HLDGS INC | $49.40万 | 0.02% | 11,861 | 656 | 5.9% | $2.73万 | 加仓 |
| DIS | DISNEY WALT CO | $49.45万 | 0.02% | 5,131 | -76 | -1.5% | -$7,325 | 减仓 |
| C | CITIGROUP INC | $49.69万 | 0.02% | 4,381 | 340 | 8.4% | $3.86万 | 加仓 |
| MEAR | ISHARES U S ETF TR | $51.40万 | 0.02% | 10,211 | -323 | -3.1% | -$1.63万 | 减仓 |
| IGIB | ISHARES TR | $51.78万 | 0.02% | 9,729 | 3,162 | 48.1% | $16.83万 | 加仓 |
| GLDM | WORLD GOLD TR | $51.84万 | 0.02% | 5,593 | 14 | 0.3% | $1,298 | 加仓 |
| SMLV | SPDR SERIES TRUST | $52.77万 | 0.02% | 3,850 | 391 | 11.3% | $5.36万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $52.82万 | 0.02% | 624 | 44 | 7.6% | $3.72万 | 加仓 |
| NULG | NUSHARES ETF TR | $52.93万 | 0.02% | 5,820 | -16 | -0.3% | -$1,455 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $53.67万 | 0.02% | 3,270 | 277 | 9.3% | $4.55万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $53.84万 | 0.02% | 3,635 | -58 | -1.6% | -$8,590 | 减仓 |
| NET | CLOUDFLARE INC | $54.13万 | 0.02% | 2,623 | 683 | 35.2% | $14.09万 | 加仓 |
| ICVT | ISHARES TR | $54.39万 | 0.02% | 5,343 | 740 | 16.1% | $7.53万 | 加仓 |
| RDDT | REDDIT INC | $54.51万 | 0.02% | 4,048 | 1,667 | 70.0% | $22.45万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $55.35万 | 0.02% | 3,797 | 124 | 3.4% | $1.81万 | 加仓 |
| POCT | INNOVATOR ETFS TRUST | $55.89万 | 0.03% | 12,965 | 0 | 0.0% | — | 不变 |
| TRMB | TRIMBLE INC | $56.25万 | 0.03% | 8,623 | 641 | 8.0% | $4.18万 | 加仓 |
| FNV | FRANCO NEV CORP | $56.28万 | 0.03% | 2,278 | -1 | -0.0% | -$247 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $56.33万 | 0.03% | 2,082 | 374 | 21.9% | $10.12万 | 加仓 |
| COIN | COINBASE GLOBAL INC | $56.84万 | 0.03% | 3,255 | 1,261 | 63.2% | $22.02万 | 加仓 |
| BIL | SPDR SERIES TRUST | $57.18万 | 0.03% | 6,240 | 208 | 3.4% | $1.91万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $57.73万 | 0.03% | 6,215 | 434 | 7.5% | $4.03万 | 加仓 |
| PEP | PEPSICO INC | $57.85万 | 0.03% | 3,725 | 347 | 10.3% | $5.39万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $58.25万 | 0.03% | 7,910 | 1,467 | 22.8% | $10.80万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $58.30万 | 0.03% | 3,637 | 351 | 10.7% | $5.63万 | 加仓 |
| PFE | PFIZER INC | $58.78万 | 0.03% | 20,933 | -1,853 | -8.1% | -$5.20万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $59.37万 | 0.03% | 5,355 | 468 | 9.6% | $5.19万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $59.65万 | 0.03% | 1,824 | -1 | -0.1% | -$327 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $60.24万 | 0.03% | 3,038 | 1,398 | 85.2% | $27.72万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $61.48万 | 0.03% | 12,452 | 1,714 | 16.0% | $8.46万 | 加仓 |
| LQD | ISHARES TR | $61.54万 | 0.03% | 5,647 | 375 | 7.1% | $4.09万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $62.01万 | 0.03% | 1,488 | -283 | -16.0% | -$11.79万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $62.21万 | 0.03% | 8,061 | 369 | 4.8% | $2.85万 | 加仓 |
| COP | CONOCOPHILLIPS | $64.47万 | 0.03% | 4,884 | 613 | 14.4% | $8.09万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $65.12万 | 0.03% | 25,944 | -417 | -1.6% | -$1.05万 | 减仓 |
| ACWX | ISHARES TR | $66.32万 | 0.03% | 9,686 | 0 | 0.0% | — | 不变 |
| PAUG | INNOVATOR ETFS TRUST | $66.45万 | 0.03% | 15,555 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $66.52万 | 0.03% | 8,356 | -799 | -8.7% | -$6.36万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $67.11万 | 0.03% | 26,195 | -838 | -3.1% | -$2.15万 | 减仓 |
| SBUX | STARBUCKS CORP | $67.79万 | 0.03% | 7,567 | 896 | 13.4% | $8.03万 | 加仓 |
| SUSA | ISHARES TR | $68.96万 | 0.03% | 5,220 | -24 | -0.5% | -$3,170 | 减仓 |
| MMM | 3M CO | $69.33万 | 0.03% | 4,774 | -528 | -10.0% | -$7.67万 | 减仓 |
| AMAT | APPLIED MATLS INC | $69.43万 | 0.03% | 2,031 | 111 | 5.8% | $3.79万 | 加仓 |
| CTAS | CINTAS CORP | $69.78万 | 0.03% | 4,126 | 43 | 1.1% | $7,272 | 加仓 |
| PL | PLANET LABS PBC | $70.80万 | 0.03% | 25,331 | 7,621 | 43.0% | $21.30万 | 加仓 |
| SCZ | ISHARES TR | $71.17万 | 0.03% | 9,077 | -1,788 | -16.5% | -$14.02万 | 减仓 |
| BAC | BANK AMERICA CORP | $71.78万 | 0.03% | 14,724 | 361 | 2.5% | $1.76万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $72.20万 | 0.03% | 4,464 | 852 | 23.6% | $13.78万 | 加仓 |
| BMNR | BITMINE IMMERSION TECNOLOGIE | $72.30万 | 0.03% | 36,551 | 24,406 | 201.0% | $48.28万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $73.43万 | 0.03% | 19,113 | 3,429 | 21.9% | $13.17万 | 加仓 |
| PFF | ISHARES TR | $74.07万 | 0.03% | 24,431 | -1,478 | -5.7% | -$4.48万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $74.56万 | 0.03% | 12,521 | -889 | -6.6% | -$5.29万 | 减仓 |
| KLAC | KLA CORP | $76.42万 | 0.03% | 519 | 160 | 44.6% | $23.56万 | 加仓 |
| GEV | GE VERNOVA INC | $77.34万 | 0.03% | 886 | 78 | 9.7% | $6.81万 | 加仓 |
| INTC | INTEL CORP | $79.06万 | 0.04% | 17,915 | 5,305 | 42.1% | $23.41万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $79.10万 | 0.04% | 2,026 | 577 | 39.8% | $22.53万 | 加仓 |
| MGK | VANGUARD WORLD FD | $80.55万 | 0.04% | 2,192 | 389 | 21.6% | $14.30万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $80.97万 | 0.04% | 905 | 613 | 209.9% | $54.85万 | 加仓 |
| EMHY | ISHARES INC | $81.13万 | 0.04% | 20,601 | 2,802 | 15.7% | $11.03万 | 加仓 |
| NULV | NUSHARES ETF TR | $81.51万 | 0.04% | 17,915 | 299 | 1.7% | $1.36万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $81.96万 | 0.04% | 24,561 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $82.50万 | 0.04% | 6,719 | 2,133 | 46.5% | $26.19万 | 加仓 |
| RTX | RTX CORPORATION | $83.72万 | 0.04% | 4,340 | 63 | 1.5% | $1.22万 | 加仓 |
| EUAD | SPINNAKER ETF SERIES | $84.64万 | 0.04% | 20,776 | 20,776 | — | $84.64万 | 新建仓 |
| MCD | MCDONALDS CORP | $85.51万 | 0.04% | 2,751 | 7 | 0.3% | $2,176 | 加仓 |