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 |
|---|---|---|---|---|---|---|---|---|
| LIN | LINDE PLC | $55.71万 | 0.02% | 1,074 | 291 | 37.2% | $15.10万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $55.99万 | 0.02% | 5,227 | -128 | -2.4% | -$1.37万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $56.17万 | 0.02% | 1,678 | 279 | 19.9% | $9.34万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $58.24万 | 0.02% | 5,808 | 505 | 9.5% | $5.06万 | 加仓 |
| IWL | ISHARES TR | $58.37万 | 0.02% | 3,156 | -2,410 | -43.3% | -$44.57万 | 减仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $58.56万 | 0.02% | 10,612 | 10,612 | — | $58.56万 | 新建仓 |
| — | INVESCO INDIA EXCHANGE-TRADE | $58.61万 | 0.02% | 29,205 | -269,816 | -90.2% | -$541.52万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $59.17万 | 0.02% | 24,101 | -8,593 | -26.3% | -$21.10万 | 减仓 |
| FNV | FRANCO NEV CORP | $59.28万 | 0.02% | 2,844 | 566 | 24.8% | $11.80万 | 加仓 |
| ETN | EATON CORP PLC | $59.32万 | 0.02% | 1,392 | 58 | 4.3% | $2.47万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $59.45万 | 0.02% | 2,186 | -7 | -0.3% | -$1,904 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $59.74万 | 0.02% | 10,265 | 2,590 | 33.7% | $15.07万 | 加仓 |
| PGR | PROGRESSIVE CORP | $59.99万 | 0.02% | 2,746 | 1,516 | 123.3% | $33.12万 | 加仓 |
| DIS | DISNEY WALT CO | $59.99万 | 0.02% | 6,233 | 1,102 | 21.5% | $10.61万 | 加仓 |
| POCT | INNOVATOR ETFS TRUST | $60.17万 | 0.02% | 12,965 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $60.25万 | 0.02% | 5,796 | 912 | 18.7% | $9.48万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $61.24万 | 0.02% | 606 | -18 | -2.9% | -$1.82万 | 减仓 |
| SNDK | SANDISK CORP | $61.85万 | 0.02% | 272 | 272 | — | $61.85万 | 新建仓 |
| SCZ | ISHARES TR | $61.88万 | 0.02% | 7,522 | -1,555 | -17.1% | -$12.79万 | 减仓 |
| HYS | PIMCO ETF TR | $62.22万 | 0.02% | 6,653 | 3,800 | 133.2% | $35.54万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $62.50万 | 0.02% | 11,658 | -794 | -6.4% | -$4.26万 | 减仓 |
| APP | APPLOVIN CORP | $62.86万 | 0.02% | 1,220 | 16 | 1.3% | $8,244 | 加仓 |
| WM | WASTE MGMT INC DEL | $62.89万 | 0.02% | 2,822 | 945 | 50.3% | $21.06万 | 加仓 |
| ULST | SSGA ACTIVE ETF TR | $64.08万 | 0.02% | 15,852 | 3,754 | 31.0% | $15.18万 | 加仓 |
| INDA | ISHARES TR | $64.32万 | 0.02% | 13,022 | -20,037 | -60.6% | -$98.96万 | 减仓 |
| PFF | ISHARES TR | $65.01万 | 0.03% | 21,323 | -3,108 | -12.7% | -$9.48万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $65.28万 | 0.03% | 1,367 | 187 | 15.8% | $8.93万 | 加仓 |
| LQDH | ISHARES U S ETF TR | $65.63万 | 0.03% | 7,047 | 1,760 | 33.3% | $16.39万 | 加仓 |
| SCHK | SCHWAB STRATEGIC TR | $65.73万 | 0.03% | 18,227 | -11,700 | -39.1% | -$42.19万 | 减仓 |
| PFE | PFIZER INC | $66.11万 | 0.03% | 27,456 | 6,523 | 31.2% | $15.71万 | 加仓 |
| CHAT | TIDAL TRUST II | $66.14万 | 0.03% | 6,702 | 2,614 | 63.9% | $25.79万 | 加仓 |
| QCOM | QUALCOMM INC | $66.23万 | 0.03% | 3,584 | 395 | 12.4% | $7.30万 | 加仓 |
| OUST | OUSTER INC | $66.81万 | 0.03% | 10,686 | 30 | 0.3% | $1,876 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $67.67万 | 0.03% | 13,429 | 2,655 | 24.6% | $13.38万 | 加仓 |
| C | CITIGROUP INC | $67.75万 | 0.03% | 4,840 | 459 | 10.5% | $6.42万 | 加仓 |
| CTAS | CINTAS CORP | $68.65万 | 0.03% | 4,036 | -90 | -2.2% | -$1.53万 | 减仓 |
| PAUG | INNOVATOR ETFS TRUST | $70.99万 | 0.03% | 15,555 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $71.22万 | 0.03% | 2,635 | -116 | -4.2% | -$3.14万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $71.64万 | 0.03% | 15,881 | 3,739 | 30.8% | $16.87万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $71.71万 | 0.03% | 1,935 | 111 | 6.1% | $4.11万 | 加仓 |
| DGRO | ISHARES TR | $71.83万 | 0.03% | 9,478 | -2,865 | -23.2% | -$21.71万 | 减仓 |
| GLW | CORNING INC | $72.01万 | 0.03% | 2,819 | -43 | -1.5% | -$1.10万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $72.22万 | 0.03% | 3,992 | 1,365 | 52.0% | $24.69万 | 加仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $72.83万 | 0.03% | 67,189 | -412,898 | -86.0% | -$447.58万 | 减仓 |
| ACWX | ISHARES TR | $73.72万 | 0.03% | 9,686 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $73.90万 | 0.03% | 25,519 | -425 | -1.6% | -$1.23万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $74.02万 | 0.03% | 1,507 | 19 | 1.3% | $9,332 | 加仓 |
| BIL | SPDR SERIES TRUST | $74.45万 | 0.03% | 8,124 | 1,884 | 30.2% | $17.26万 | 加仓 |
| MMM | 3M CO | $74.64万 | 0.03% | 4,610 | -164 | -3.4% | -$2.66万 | 减仓 |
| RDDT | REDDIT INC | $74.85万 | 0.03% | 4,312 | 264 | 6.5% | $4.58万 | 加仓 |
| SBUX | STARBUCKS CORP | $75.57万 | 0.03% | 7,395 | -172 | -2.3% | -$1.76万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $75.63万 | 0.03% | 4,083 | -381 | -8.5% | -$7.06万 | 减仓 |
| NULG | NUSHARES ETF TR | $75.84万 | 0.03% | 6,479 | 659 | 11.3% | $7.71万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $76.57万 | 0.03% | 23,001 | 3,888 | 20.3% | $12.94万 | 加仓 |
| — | AMPLIFY ETF TR | $77.33万 | 0.03% | 23,179 | -111,982 | -82.9% | -$373.59万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $77.67万 | 0.03% | 1,525 | 37 | 2.5% | $1.88万 | 加仓 |
| HYG | ISHARES TR | $78.11万 | 0.03% | 9,767 | -28,678 | -74.6% | -$229.35万 | 减仓 |
| BMNR | BITMINE IMMERSION TECHS INC | $78.14万 | 0.03% | 58,705 | 22,154 | 60.6% | $29.49万 | 加仓 |
| TTMI | TTM TECHNOLOGIES INC | $78.44万 | 0.03% | 4,194 | 319 | 8.2% | $5.97万 | 加仓 |
| RTX | RTX CORPORATION | $79.68万 | 0.03% | 4,199 | -141 | -3.2% | -$2.68万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $79.90万 | 0.03% | 2,893 | -3 | -0.1% | -$829 | 减仓 |
| WFC | WELLS FARGO & CO | $80.35万 | 0.03% | 9,723 | 1,367 | 16.4% | $11.30万 | 加仓 |
| PULS | PGIM ETF TR | $83.89万 | 0.03% | 16,930 | -67,386 | -79.9% | -$333.90万 | 减仓 |
| SUSA | ISHARES TR | $84.08万 | 0.03% | 5,449 | 229 | 4.4% | $3.53万 | 加仓 |
| EMHY | ISHARES INC | $84.37万 | 0.03% | 20,747 | 146 | 0.7% | $5,937 | 加仓 |
| MGK | VANGUARD WORLD FD | $85.69万 | 0.03% | 9,748 | -1,212 | -11.1% | -$10.65万 | 减仓 |
| EUAD | SPINNAKER ETF SERIES | $85.74万 | 0.03% | 20,326 | -450 | -2.2% | -$1.90万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $86.03万 | 0.03% | 880 | -25 | -2.8% | -$2.44万 | 减仓 |
| HYMB | SPDR SERIES TRUST | $86.40万 | 0.03% | 33,962 | -15,866 | -31.8% | -$40.36万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $87.17万 | 0.03% | 6,820 | -1,005 | -12.8% | -$12.85万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $87.79万 | 0.03% | 5,138 | 5,138 | — | $87.79万 | 新建仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $87.94万 | 0.03% | 14,910 | 2,389 | 19.1% | $14.09万 | 加仓 |
| VPU | VANGUARD WORLD FD | $89.93万 | 0.03% | 4,595 | 171 | 3.9% | $3.35万 | 加仓 |
| BA | BOEING CO | $90.10万 | 0.03% | 4,162 | -174 | -4.0% | -$3.77万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $91.15万 | 0.04% | 7,772 | -159 | -2.0% | -$1.86万 | 减仓 |
| SUB | ISHARES TR | $91.52万 | 0.04% | 8,596 | -2,700 | -23.9% | -$28.75万 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $91.66万 | 0.04% | 14,970 | -23,725 | -61.3% | -$145.26万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $92.36万 | 0.04% | 21,814 | 3,398 | 18.5% | $14.39万 | 加仓 |
| TLT | ISHARES TR | $92.63万 | 0.04% | 10,718 | -8,276 | -43.6% | -$71.52万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $93.90万 | 0.04% | 20,641 | -16,987 | -45.1% | -$77.27万 | 减仓 |
| PFEB | INNOVATOR ETFS TRUST | $95.81万 | 0.04% | 22,251 | -2 | -0.0% | -$86 | 减仓 |
| QUAL | ISHARES TR | $95.87万 | 0.04% | 4,369 | -542 | -11.0% | -$11.89万 | 减仓 |
| IAU | ISHARES GOLD TR | $95.99万 | 0.04% | 12,712 | -72 | -0.6% | -$5,437 | 减仓 |
| T | AT&T INC | $96.61万 | 0.04% | 46,670 | 2,588 | 5.9% | $5.36万 | 加仓 |
| BAC | BANK OF AMER CORP | $96.91万 | 0.04% | 17,007 | 2,283 | 15.5% | $13.01万 | 加仓 |
| QEFA | SPDR INDEX SHS FDS | $98.22万 | 0.04% | 10,230 | -3,568 | -25.9% | -$34.26万 | 减仓 |
| MLN | VANECK ETF TRUST | $99.78万 | 0.04% | 56,118 | -5,760 | -9.3% | -$10.24万 | 减仓 |
| IEMG | ISHARES INC | $102.42万 | 0.04% | 12,364 | -2,180 | -15.0% | -$18.06万 | 减仓 |
| NULV | NUSHARES ETF TR | $103.09万 | 0.04% | 20,622 | 2,707 | 15.1% | $13.53万 | 加仓 |
| FTMH | PUTNAM ETF TRUST | $103.34万 | 0.04% | 86,983 | 86,983 | — | $103.34万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $105.70万 | 0.04% | 3,548 | -255 | -6.7% | -$7.60万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $105.86万 | 0.04% | 23,347 | 2,209 | 10.5% | $10.02万 | 加仓 |
| ESGD | ISHARES TR | $108.28万 | 0.04% | 10,532 | 364 | 3.6% | $3.74万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $110.52万 | 0.04% | 6,506 | -213 | -3.2% | -$3.62万 | 减仓 |
| GLD | WORLD GOLD TR | $111.73万 | 0.04% | 7,417 | 5,374 | 263.0% | $80.95万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $113.22万 | 0.04% | 6,793 | -234 | -3.3% | -$3.90万 | 减仓 |
| NTCT | NETSCOUT SYS INC | $113.45万 | 0.04% | 26,050 | 26,050 | — | $113.45万 | 新建仓 |
| VXUS | VANGUARD STAR FDS | $115.61万 | 0.04% | 13,524 | 1,421 | 11.7% | $12.15万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $115.62万 | 0.04% | 2,782 | 700 | 33.6% | $29.09万 | 加仓 |
| CVX | CHEVRON CORPORATION | $117.29万 | 0.05% | 7,076 | 358 | 5.3% | $5.93万 | 加仓 |