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 |
|---|---|---|---|---|---|---|---|---|
| HYD | VANECK ETF TRUST | $33.38万 | 0.01% | 6,480 | -3,088 | -32.3% | -$15.91万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $33.43万 | 0.01% | 242 | -33 | -12.0% | -$4.56万 | 减仓 |
| DEM | WISDOMTREE TR | $33.49万 | 0.01% | 6,227 | 351 | 6.0% | $1.89万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $33.70万 | 0.01% | 3,714 | 270 | 7.8% | $2.45万 | 加仓 |
| EMGF | ISHARES INC | $33.93万 | 0.01% | 4,631 | -258 | -5.3% | -$1.89万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $34.11万 | 0.01% | 4,129 | -1,133 | -21.5% | -$9.36万 | 减仓 |
| BLK | BLACKROCK INC | $34.16万 | 0.01% | 355 | -9 | -2.5% | -$8,661 | 减仓 |
| UNP | UNION PAC CORP | $34.26万 | 0.01% | 1,260 | 68 | 5.7% | $1.85万 | 加仓 |
| TMUS | T-MOBILE US INC | $35.26万 | 0.01% | 2,102 | 220 | 11.7% | $3.69万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $35.32万 | 0.01% | 1,112 | 58 | 5.5% | $1.84万 | 加仓 |
| SHEL | SHELL PLC | $35.65万 | 0.01% | 4,597 | -238 | -4.9% | -$1.85万 | 减仓 |
| PAPR | INNOVATOR ETFS TRUST | $35.68万 | 0.01% | 8,456 | 2,995 | 54.8% | $12.64万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $35.72万 | 0.01% | 2,470 | 111 | 4.7% | $1.61万 | 加仓 |
| TFC | TRUIST FINL CORP | $35.94万 | 0.01% | 7,214 | 94 | 1.3% | $4,683 | 加仓 |
| BX | BLACKSTONE INC | $35.95万 | 0.01% | 3,055 | 403 | 15.2% | $4.74万 | 加仓 |
| SMIN | ISHARES TR | $35.96万 | 0.01% | 5,084 | -691 | -12.0% | -$4.89万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $36.15万 | 0.01% | 870 | -58 | -6.2% | -$2.41万 | 减仓 |
| LALT | FIRST TR EXCHNG TRADED FD VI | $36.21万 | 0.01% | 15,070 | 15,070 | — | $36.21万 | 新建仓 |
| MXL | MAXLINEAR INC | $36.42万 | 0.01% | 2,845 | 2,845 | — | $36.42万 | 新建仓 |
| FDX | FEDEX CORP | $36.57万 | 0.01% | 1,168 | 50 | 4.5% | $1.57万 | 加仓 |
| VG | VENTURE GLOBAL INC | $36.82万 | 0.01% | 33,083 | 33,083 | — | $36.82万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP | $36.88万 | 0.01% | 1,485 | 199 | 15.5% | $4.94万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $36.89万 | 0.01% | 6,403 | 1,550 | 31.9% | $8.93万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $36.90万 | 0.01% | 2,392 | -1,405 | -37.0% | -$21.67万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $37.22万 | 0.01% | 3,364 | 117 | 3.6% | $1.29万 | 加仓 |
| ALL | ALLSTATE CORP | $37.33万 | 0.01% | 1,569 | 381 | 32.1% | $9.07万 | 加仓 |
| RSPH | INVESCO EXCHANGE TRADED FD T | $37.37万 | 0.01% | 11,259 | -829 | -6.9% | -$2.75万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $37.38万 | 0.01% | 3,876 | 493 | 14.6% | $4.75万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $37.43万 | 0.01% | 8,437 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC | $37.64万 | 0.01% | 13,757 | 1,896 | 16.0% | $5.19万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $37.87万 | 0.01% | 7,451 | 1,350 | 22.1% | $6.86万 | 加仓 |
| SMH | VANECK ETF TRUST | $37.91万 | 0.01% | 578 | 578 | — | $37.91万 | 新建仓 |
| FLBL | FRANKLIN TEMPLETON ETF TR | $37.93万 | 0.01% | 16,551 | -79,408 | -82.8% | -$182.00万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $38.33万 | 0.01% | 6,786 | -360 | -5.0% | -$2.03万 | 减仓 |
| XSD | SPDR SERIES TRUST | $38.84万 | 0.02% | 623 | 623 | — | $38.84万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $39.44万 | 0.02% | 1,966 | 98 | 5.2% | $1.97万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $39.76万 | 0.02% | 2,516 | -1,119 | -30.8% | -$17.68万 | 减仓 |
| USB | US BANCORP | $39.99万 | 0.02% | 6,621 | -2,392 | -26.5% | -$14.45万 | 减仓 |
| AEVA | AEVA TECHNOLOGIES INC | $40.13万 | 0.02% | 13,974 | -181 | -1.3% | -$5,198 | 减仓 |
| — | ROUNDHILL ETF TRUST | $40.17万 | 0.02% | 12,905 | 922 | 7.7% | $2.87万 | 加仓 |
| TRMB | TRIMBLE INC | $40.20万 | 0.02% | 7,854 | -769 | -8.9% | -$3.94万 | 减仓 |
| APH | AMPHENOL CORP | $40.53万 | 0.02% | 2,299 | -167 | -6.8% | -$2.94万 | 减仓 |
| ALAB | ASTERA LABS INC | $40.82万 | 0.02% | 845 | 845 | — | $40.82万 | 新建仓 |
| IFLN | INVESCO EXCH TRADED FD TR II | $41.14万 | 0.02% | 22,491 | -34,793 | -60.7% | -$63.64万 | 减仓 |
| FLEX | FLEX LTD | $41.15万 | 0.02% | 2,539 | 2,539 | — | $41.15万 | 新建仓 |
| MAYT | AIM ETF PRODUCTS TRUST | $41.40万 | 0.02% | 10,615 | 2,165 | 25.6% | $8.44万 | 加仓 |
| WAY | WAYSTAR HLDG CORP | $41.43万 | 0.02% | 20,181 | 20,181 | — | $41.43万 | 新建仓 |
| NVTS | NAVITAS SEMICONDUCTOR CORP | $41.61万 | 0.02% | 23,219 | 4,806 | 26.1% | $8.61万 | 加仓 |
| MAYW | AIM ETF PRODUCTS TRUST | $41.99万 | 0.02% | 12,077 | 12,077 | — | $41.99万 | 新建仓 |
| BRBR | BELLRING BRANDS INC | $42.32万 | 0.02% | 32,701 | 32,701 | — | $42.32万 | 新建仓 |
| CMI | CUMMINS INC | $42.43万 | 0.02% | 595 | 191 | 47.3% | $13.62万 | 加仓 |
| MO | ALTRIA GROUP INC | $42.44万 | 0.02% | 5,898 | 660 | 12.6% | $4.75万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $42.85万 | 0.02% | 1,108 | 1,108 | — | $42.85万 | 新建仓 |
| PDEC | INNOVATOR ETFS TRUST | $42.89万 | 0.02% | 9,346 | -59 | -0.6% | -$2,708 | 减仓 |
| INTU | INTUIT | $43.71万 | 0.02% | 1,675 | 968 | 136.9% | $25.26万 | 加仓 |
| XCEM | COLUMBIA ETF TR II | $43.85万 | 0.02% | 8,292 | -251 | -2.9% | -$1.33万 | 减仓 |
| NOBL | PROSHARES TR | $44.13万 | 0.02% | 7,858 | -106 | -1.3% | -$5,953 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $44.24万 | 0.02% | 5,352 | 1,873 | 53.8% | $15.48万 | 加仓 |
| CB | CHUBB LIMITED | $44.36万 | 0.02% | 1,302 | 1,302 | — | $44.36万 | 新建仓 |
| TPIF | TIMOTHY PLAN | $44.64万 | 0.02% | 11,965 | 11,965 | — | $44.64万 | 新建仓 |
| GM | GENERAL MTRS CO | $44.65万 | 0.02% | 5,793 | 845 | 17.1% | $6.51万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $44.76万 | 0.02% | 4,078 | 1,646 | 67.7% | $18.07万 | 加仓 |
| CI | THE CIGNA GROUP | $44.93万 | 0.02% | 1,630 | 347 | 27.0% | $9.56万 | 加仓 |
| IGSB | ISHARES TR | $44.99万 | 0.02% | 8,585 | 1,921 | 28.8% | $10.07万 | 加仓 |
| CVS | CVS HEALTH CORP | $45.02万 | 0.02% | 4,352 | 555 | 14.6% | $5.74万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $45.58万 | 0.02% | 1,504 | 443 | 41.8% | $13.42万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $46.04万 | 0.02% | 930 | 65 | 7.5% | $3.22万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $46.75万 | 0.02% | 2,087 | 93 | 4.7% | $2.08万 | 加仓 |
| REZ | ISHARES TR | $46.91万 | 0.02% | 4,955 | 700 | 16.5% | $6.63万 | 加仓 |
| PSX | PHILLIPS 66 | $47.15万 | 0.02% | 2,789 | 549 | 24.5% | $9.28万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $47.19万 | 0.02% | 927 | 591 | 175.9% | $30.09万 | 加仓 |
| BNOV | INNOVATOR ETFS TRUST | $47.33万 | 0.02% | 9,900 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $47.38万 | 0.02% | 1,193 | 21 | 1.8% | $8,340 | 加仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $47.53万 | 0.02% | 3,027 | -152 | -4.8% | -$2.39万 | 减仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $47.64万 | 0.02% | 7,461 | -62 | -0.8% | -$3,959 | 减仓 |
| LQD | ISHARES TR | $47.81万 | 0.02% | 4,384 | -1,263 | -22.4% | -$13.77万 | 减仓 |
| IJH | ISHARES TR | $47.95万 | 0.02% | 6,218 | 712 | 12.9% | $5.49万 | 加仓 |
| PTL | NORTHERN LTS FD TR IV | $48.81万 | 0.02% | 1,706 | 1,706 | — | $48.81万 | 新建仓 |
| SPYM | SPDR SERIES TRUST | $49.06万 | 0.02% | 5,583 | 1,578 | 39.4% | $13.87万 | 加仓 |
| XME | SPDR SERIES TRUST | $49.20万 | 0.02% | 4,601 | 308 | 7.2% | $3.29万 | 加仓 |
| TXN | TEXAS INSTRS INC | $49.73万 | 0.02% | 1,668 | 63 | 3.9% | $1.88万 | 加仓 |
| PNOV | INNOVATOR ETFS TRUST | $49.76万 | 0.02% | 11,220 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $49.78万 | 0.02% | 1,375 | 153 | 12.5% | $5.54万 | 加仓 |
| PMAY | INNOVATOR ETFS TRUST | $49.95万 | 0.02% | 12,095 | 1,069 | 9.7% | $4.41万 | 加仓 |
| COIN | COINBASE GLOBAL INC | $50.35万 | 0.02% | 3,444 | 189 | 5.8% | $2.76万 | 加仓 |
| ESGE | ISHARES INC | $50.47万 | 0.02% | 9,229 | 384 | 4.3% | $2.10万 | 加仓 |
| MS | MORGAN STANLEY | $50.57万 | 0.02% | 2,419 | 110 | 4.8% | $2.30万 | 加仓 |
| RSPN | INVESCO EXCHANGE TRADED FD T | $50.59万 | 0.02% | 7,905 | 0 | 0.0% | — | 不变 |
| VIS | VANGUARD WORLD FD | $51.05万 | 0.02% | 1,416 | 15 | 1.1% | $5,407 | 加仓 |
| CINF | CINCINNATI FINL CORP | $51.16万 | 0.02% | 2,763 | 70 | 2.6% | $1.30万 | 加仓 |
| GL | GLOBE LIFE INC | $51.55万 | 0.02% | 2,885 | 2 | 0.1% | $357 | 加仓 |
| PEP | PEPSICO INC | $52.26万 | 0.02% | 3,860 | 135 | 3.6% | $1.83万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $52.61万 | 0.02% | 20,615 | -5,580 | -21.3% | -$14.24万 | 减仓 |
| NTAP | NETAPP INC | $52.66万 | 0.02% | 3,403 | -625 | -15.5% | -$9.67万 | 减仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $53.51万 | 0.02% | 26,268 | -136,208 | -83.8% | -$277.45万 | 减仓 |
| ELCV | STRATEGY SHS | $53.92万 | 0.02% | 16,403 | 16,403 | — | $53.92万 | 新建仓 |
| EMB | ISHARES TR | $54.62万 | 0.02% | 5,663 | 1,862 | 49.0% | $17.96万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $55.05万 | 0.02% | 6,272 | 57 | 0.9% | $5,003 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $55.07万 | 0.02% | 7,180 | -881 | -10.9% | -$6.76万 | 减仓 |
| SMLV | SPDR SERIES TRUST | $55.63万 | 0.02% | 3,535 | -315 | -8.2% | -$4.96万 | 减仓 |