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 |
|---|---|---|---|---|---|---|---|---|
| QUS | SPDR SERIES TRUST | $117.46万 | 0.05% | 6,286 | -4,538 | -41.9% | -$84.79万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $117.51万 | 0.05% | 2,288 | 372 | 19.4% | $19.10万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $117.67万 | 0.05% | 16,029 | 8,119 | 102.6% | $59.60万 | 加仓 |
| IWM | ISHARES TR | $119.11万 | 0.05% | 3,964 | 346 | 9.6% | $10.40万 | 加仓 |
| STT | STATE STR CORP | $120.23万 | 0.05% | 7,089 | 18 | 0.3% | $3,053 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $121.49万 | 0.05% | 1,902 | 254 | 15.4% | $16.22万 | 加仓 |
| XYLD | GLOBAL X FDS | $121.87万 | 0.05% | 29,876 | -6,556 | -18.0% | -$26.74万 | 减仓 |
| QYLD | GLOBAL X FDS | $123.74万 | 0.05% | 67,139 | 2,030 | 3.1% | $3.74万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $124.96万 | 0.05% | 2,896 | -374 | -11.4% | -$16.14万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $125.25万 | 0.05% | 3,673 | 36 | 1.0% | $1.23万 | 加仓 |
| PL | PLANET LABS PBC | $125.91万 | 0.05% | 38,005 | 12,674 | 50.0% | $41.99万 | 加仓 |
| IWN | ISHARES TR | $129.14万 | 0.05% | 5,838 | -5,437 | -48.2% | -$120.27万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $129.77万 | 0.05% | 35,302 | 373 | 1.1% | $1.37万 | 加仓 |
| GEV | GE VERNOVA INC | $131.23万 | 0.05% | 1,117 | 231 | 26.1% | $27.14万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $131.32万 | 0.05% | 5,550 | -547 | -9.0% | -$12.94万 | 减仓 |
| IWD | ISHARES TR | $133.63万 | 0.05% | 5,512 | -1,132 | -17.0% | -$27.44万 | 减仓 |
| SCHR | SCHWAB STRATEGIC TR | $135.09万 | 0.05% | 54,779 | -441,526 | -89.0% | -$1,088.81万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $136.60万 | 0.05% | 9,315 | 670 | 7.8% | $9.83万 | 加仓 |
| TJX | TJX COS INC NEW | $137.58万 | 0.05% | 9,081 | 247 | 2.8% | $3.74万 | 加仓 |
| IWB | ISHARES TR | $138.17万 | 0.05% | 3,374 | 2,141 | 173.6% | $87.68万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $139.33万 | 0.05% | 26,234 | 2,678 | 11.4% | $14.22万 | 加仓 |
| AMAT | APPLIED MATLS INC | $139.56万 | 0.05% | 1,930 | -101 | -5.0% | -$7.30万 | 减仓 |
| MUNI | PIMCO ETF TR | $143.11万 | 0.06% | 27,208 | -2,095 | -7.1% | -$11.02万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $143.69万 | 0.06% | 9,056 | 420 | 4.9% | $6.66万 | 加仓 |
| KLAC | KLA CORP | $144.07万 | 0.06% | 4,775 | -415 | -8.0% | -$12.52万 | 减仓 |
| IWO | ISHARES TR | $145.29万 | 0.06% | 3,688 | -1,961 | -34.7% | -$77.26万 | 减仓 |
| CSCO | CISCO SYS INC | $152.35万 | 0.06% | 12,971 | -1,944 | -13.0% | -$22.83万 | 减仓 |
| MFDX | PIMCO EQUITY SER | $152.61万 | 0.06% | 36,650 | -2,247 | -5.8% | -$9.36万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $154.62万 | 0.06% | 2,026 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES TR | $154.76万 | 0.06% | 12,438 | -26,113 | -67.7% | -$324.90万 | 减仓 |
| NFLX | NETFLIX INC. | $155.80万 | 0.06% | 21,820 | 1,729 | 8.6% | $12.35万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $157.71万 | 0.06% | 31,134 | -6,170 | -16.5% | -$31.25万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $158.97万 | 0.06% | 1,699 | 109 | 6.9% | $10.20万 | 加仓 |
| RKLB | ROCKET LAB CORP | $159.51万 | 0.06% | 15,692 | 1,496 | 10.5% | $15.21万 | 加仓 |
| IMCG | ISHARES TR | $164.17万 | 0.06% | 16,701 | -4,799 | -22.3% | -$47.17万 | 减仓 |
| HD | HOME DEPOT INC | $164.20万 | 0.06% | 4,656 | 27 | 0.6% | $9,522 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $166.53万 | 0.06% | 52,518 | -79,517 | -60.2% | -$252.15万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $167.25万 | 0.06% | 5,948 | -37 | -0.6% | -$1.04万 | 减仓 |
| KO | COCA COLA CO | $167.87万 | 0.06% | 20,656 | 2,187 | 11.8% | $17.77万 | 加仓 |
| AGG | ISHARES TR | $169.34万 | 0.07% | 17,109 | -4,660 | -21.4% | -$46.12万 | 减仓 |
| ET | ENERGY TRANSFER L P | $169.96万 | 0.07% | 88,891 | 3,128 | 3.6% | $5.98万 | 加仓 |
| WMT | WALMART INC | $171.40万 | 0.07% | 15,133 | 542 | 3.7% | $6.14万 | 加仓 |
| DWX | SPDR INDEX SHS FDS | $172.25万 | 0.07% | 37,478 | 248 | 0.7% | $1.14万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $174.87万 | 0.07% | 21,051 | 1,460 | 7.5% | $12.13万 | 加仓 |
| — | PUTNAM ETF TRUST | $177.38万 | 0.07% | 223,687 | 223,687 | — | $177.38万 | 新建仓 |
| XLK | SELECT SECTOR SPDR TR | $180.41万 | 0.07% | 9,469 | -1,479 | -13.5% | -$28.18万 | 减仓 |
| GE | GE AEROSPACE | $180.76万 | 0.07% | 4,837 | 1,184 | 32.4% | $44.25万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $183.39万 | 0.07% | 4,232 | -402 | -8.7% | -$17.42万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $188.78万 | 0.07% | 17,302 | -38,287 | -68.9% | -$417.75万 | 减仓 |
| EFV | ISHARES TR | $196.92万 | 0.08% | 25,725 | 233 | 0.9% | $1.78万 | 加仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $200.57万 | 0.08% | 261,162 | -91 | -0.0% | -$699 | 减仓 |
| FNDA | SCHWAB STRATEGIC TR | $201.77万 | 0.08% | 53,014 | -130,008 | -71.0% | -$494.81万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $210.75万 | 0.08% | 58,330 | -23,901 | -29.1% | -$86.35万 | 减仓 |
| SOXX | ISHARES TR | $211.90万 | 0.08% | 3,307 | 158 | 5.0% | $10.12万 | 加仓 |
| V | VISA INC | $213.66万 | 0.08% | 6,228 | 919 | 17.3% | $31.53万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $228.16万 | 0.09% | 19,152 | -25,966 | -57.6% | -$309.34万 | 减仓 |
| QQQ | INVESCO QQQ TR | $230.58万 | 0.09% | 3,131 | -894 | -22.2% | -$65.84万 | 减仓 |
| INTC | INTEL CORP | $230.81万 | 0.09% | 16,530 | -1,385 | -7.7% | -$19.34万 | 减仓 |
| OEF | ISHARES TR | $232.91万 | 0.09% | 6,366 | -7,873 | -55.3% | -$288.05万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $233.90万 | 0.09% | 20,048 | 5,012 | 33.3% | $58.47万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $235.27万 | 0.09% | 6,956 | 64 | 0.9% | $2.16万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $236.87万 | 0.09% | 19,907 | -620 | -3.0% | -$7.38万 | 减仓 |
| MPC | MARATHON PETE CORP | $240.98万 | 0.09% | 9,426 | 348 | 3.8% | $8.90万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $261.87万 | 0.10% | 2,269 | -265 | -10.5% | -$30.58万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $262.31万 | 0.10% | 8,014 | 1,994 | 33.1% | $65.27万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $272.36万 | 0.11% | 52,599 | -1,050 | -2.0% | -$5.44万 | 减仓 |
| SPYD | SPDR SERIES TRUST | $276.16万 | 0.11% | 57,883 | -895 | -1.5% | -$4.27万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $278.65万 | 0.11% | 25,921 | 7,703 | 42.3% | $82.81万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $297.75万 | 0.12% | 5,950 | 199 | 3.5% | $9.96万 | 加仓 |
| CAT | CATERPILLAR INC | $298.92万 | 0.12% | 2,807 | 254 | 9.9% | $27.05万 | 加仓 |
| ORCL | ORACLE CORP | $301.34万 | 0.12% | 20,562 | 1,849 | 9.9% | $27.10万 | 加仓 |
| — | EXXON MOBIL CORP | $308.36万 | 0.12% | 22,554 | 2,483 | 12.4% | $33.95万 | 加仓 |
| SGOV | ISHARES TR | $308.64万 | 0.12% | 30,659 | 2,711 | 9.7% | $27.29万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $322.33万 | 0.12% | 25,513 | -35 | -0.1% | -$4,422 | 减仓 |
| MUB | ISHARES TR | $322.82万 | 0.12% | 29,996 | -20,827 | -41.0% | -$224.14万 | 减仓 |
| EFA | ISHARES TR | $325.99万 | 0.13% | 31,381 | -6,154 | -16.4% | -$63.93万 | 减仓 |
| MRK | MERCK & CO INC | $326.03万 | 0.13% | 25,372 | 1,376 | 5.7% | $17.68万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $328.89万 | 0.13% | 8,888 | 390 | 4.6% | $14.43万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $338.82万 | 0.13% | 39,333 | -8,655 | -18.0% | -$74.55万 | 减仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $341.75万 | 0.13% | 145,301 | -11,803 | -7.5% | -$27.76万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $348.83万 | 0.13% | 6,005 | -116 | -1.9% | -$6.74万 | 减仓 |
| CWB | SPDR SERIES TRUST | $351.62万 | 0.14% | 32,612 | -96,765 | -74.8% | -$1,043.32万 | 减仓 |
| PJUL | INNOVATOR ETFS TRUST | $353.00万 | 0.14% | 72,321 | -2,033 | -2.7% | -$9.92万 | 减仓 |
| GWX | SPDR INDEX SHS FDS | $358.44万 | 0.14% | 81,910 | -5,206 | -6.0% | -$22.78万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $367.28万 | 0.14% | 5,348 | -3,278 | -38.0% | -$225.12万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $381.87万 | 0.15% | 103,573 | -3,930 | -3.7% | -$14.49万 | 减仓 |
| TFI | SPDR SERIES TRUST | $395.11万 | 0.15% | 86,268 | -69,658 | -44.7% | -$319.03万 | 减仓 |
| VLUE | ISHARES TR | $398.22万 | 0.15% | 19,930 | 1,286 | 6.9% | $25.70万 | 加仓 |
| — | DBX ETF TR | $415.32万 | 0.16% | 164,092 | 5,170 | 3.3% | $13.09万 | 加仓 |
| CLSE | TRUST FOR PROFESSIONAL MANAG | $419.94万 | 0.16% | 123,024 | 123,024 | — | $419.94万 | 新建仓 |
| META | META PLATFORMS INC | $429.76万 | 0.17% | 7,629 | -842 | -9.9% | -$47.43万 | 减仓 |
| FNDE | SCHWAB STRATEGIC TR | $432.72万 | 0.17% | 109,052 | -191,532 | -63.7% | -$760.00万 | 减仓 |
| ABBV | ABBVIE INC | $441.24万 | 0.17% | 17,535 | -535 | -3.0% | -$13.46万 | 减仓 |
| VGT | VANGUARD WORLD FD | $444.12万 | 0.17% | 37,159 | -13,481 | -26.6% | -$161.12万 | 减仓 |
| TSLA | TESLA INC | $445.32万 | 0.17% | 10,588 | 1,294 | 13.9% | $54.42万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $478.70万 | 0.18% | 6,410 | -560 | -8.0% | -$41.82万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $491.09万 | 0.19% | 82,274 | -12,777 | -13.4% | -$76.27万 | 减仓 |
| LLY | ELI LILLY & CO | $497.07万 | 0.19% | 4,144 | 223 | 5.7% | $26.75万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $500.59万 | 0.19% | 98,971 | 21,841 | 28.3% | $110.47万 | 加仓 |
| MINO | PIMCO ETF TR | $501.20万 | 0.19% | 109,529 | 109,529 | — | $501.20万 | 新建仓 |