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 |
|---|---|---|---|---|---|---|---|---|
| AGG | ISHARES TR | $216.10万 | 0.10% | 21,769 | -269 | -1.2% | -$2.67万 | 减仓 |
| IWN | ISHARES TR | $213.76万 | 0.10% | 11,275 | -1,124 | -9.1% | -$21.31万 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $211.08万 | 0.10% | 38,695 | -1,252 | -3.1% | -$6.83万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $208.46万 | 0.09% | 6,892 | 65 | 1.0% | $1.97万 | 加仓 |
| EVSM | MORGAN STANLEY ETF TRUST | $206.50万 | 0.09% | 41,143 | 20,779 | 102.0% | $104.29万 | 加仓 |
| FTMA | PUTNAM ETF TRUST | $202.13万 | 0.09% | 225,465 | 1,018 | 0.5% | $9,126 | 加仓 |
| SPYG | SPDR SERIES TRUST | $200.98万 | 0.09% | 20,527 | 2,246 | 12.3% | $21.99万 | 加仓 |
| NFLX | NETFLIX INC. | $193.18万 | 0.09% | 20,091 | -540 | -2.6% | -$5.19万 | 减仓 |
| EFV | ISHARES TR | $189.53万 | 0.09% | 25,492 | -479 | -1.8% | -$3.56万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $186.48万 | 0.08% | 37,304 | -2,622 | -6.6% | -$13.11万 | 减仓 |
| QUS | SPDR SERIES TRUST | $185.78万 | 0.08% | 10,824 | -253 | -2.3% | -$4.34万 | 减仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $181.57万 | 0.08% | 261,253 | 46,039 | 21.4% | $32.00万 | 加仓 |
| WMT | WALMART INC | $181.33万 | 0.08% | 14,591 | 1,431 | 10.9% | $17.78万 | 加仓 |
| CAT | CATERPILLAR INC | $180.88万 | 0.08% | 2,553 | 430 | 20.3% | $30.46万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $179.23万 | 0.08% | 18,218 | -594 | -3.2% | -$5.84万 | 减仓 |
| IWO | ISHARES TR | $177.26万 | 0.08% | 5,649 | -153 | -2.6% | -$4.80万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $177.09万 | 0.08% | 6,020 | 318 | 5.6% | $9.35万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $171.66万 | 0.08% | 37,628 | -1,967 | -5.0% | -$8.97万 | 减仓 |
| DWX | SPDR INDEX SHS FDS | $169.78万 | 0.08% | 37,230 | 4,324 | 13.1% | $19.72万 | 加仓 |
| IMCG | ISHARES TR | $169.36万 | 0.08% | 21,500 | 2,022 | 10.4% | $15.93万 | 加仓 |
| ET | ENERGY TRANSFER L P | $165.52万 | 0.07% | 85,763 | 23 | 0.0% | $444 | 加仓 |
| TLT | ISHARES TR | $164.66万 | 0.07% | 18,994 | -2,268 | -10.7% | -$19.66万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $160.61万 | 0.07% | 19,591 | 2,473 | 14.4% | $20.27万 | 加仓 |
| V | VISA INC | $160.46万 | 0.07% | 5,309 | 35 | 0.7% | $1.06万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $158.41万 | 0.07% | 1,590 | 167 | 11.7% | $16.64万 | 加仓 |
| MFDX | PIMCO EQUITY SER | $154.89万 | 0.07% | 38,897 | -3,247 | -7.7% | -$12.93万 | 减仓 |
| INDA | ISHARES TR | $154.85万 | 0.07% | 33,059 | 9,935 | 43.0% | $46.54万 | 加仓 |
| MUNI | PIMCO ETF TR | $152.93万 | 0.07% | 29,303 | 1,801 | 6.5% | $9.40万 | 加仓 |
| HD | HOME DEPOT INC | $152.23万 | 0.07% | 4,629 | -203 | -4.2% | -$6.68万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $145.50万 | 0.07% | 10,948 | 1,482 | 15.7% | $19.70万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $145.07万 | 0.07% | 5,985 | 1,423 | 31.2% | $34.49万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $144.31万 | 0.07% | 23,556 | 1,420 | 6.4% | $8.70万 | 加仓 |
| XYLD | GLOBAL X FDS | $142.56万 | 0.06% | 36,432 | 3,129 | 9.4% | $12.24万 | 加仓 |
| IWD | ISHARES TR | $141.96万 | 0.06% | 6,644 | -1,777 | -21.1% | -$37.97万 | 减仓 |
| TJX | TJX COS INC NEW | $141.08万 | 0.06% | 8,834 | 46 | 0.5% | $7,346 | 加仓 |
| KO | COCA COLA CO | $140.46万 | 0.06% | 18,469 | 1,117 | 6.4% | $8.49万 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $139.00万 | 0.06% | 34,629 | 4,716 | 15.8% | $18.93万 | 加仓 |
| CVX | CHEVRON CORPORATION | $138.99万 | 0.06% | 6,718 | 1,406 | 26.5% | $29.09万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $132.17万 | 0.06% | 34,929 | 591 | 1.7% | $2.24万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $131.12万 | 0.06% | 6,097 | 3 | 0.0% | $645 | 加仓 |
| QEFA | SPDR INDEX SHS FDS | $128.69万 | 0.06% | 13,798 | 671 | 5.1% | $6.26万 | 加仓 |
| T | AT&T INC | $127.80万 | 0.06% | 44,082 | 1,469 | 3.4% | $4.26万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $126.61万 | 0.06% | 8,636 | 1,096 | 14.5% | $16.07万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $124.87万 | 0.06% | 8,645 | 153 | 1.8% | $2.21万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $124.52万 | 0.06% | 6,121 | 1,250 | 25.7% | $25.43万 | 加仓 |
| HYMB | SPDR SERIES TRUST | $123.57万 | 0.06% | 49,828 | 991 | 2.0% | $2.46万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $121.88万 | 0.05% | 7,027 | 24 | 0.3% | $4,163 | 加仓 |
| SUB | ISHARES TR | $120.31万 | 0.05% | 11,296 | -952 | -7.8% | -$10.14万 | 减仓 |
| CSCO | CISCO SYS INC | $115.72万 | 0.05% | 14,915 | 4,835 | 48.0% | $37.51万 | 加仓 |
| IAU | ISHARES GOLD TR | $112.70万 | 0.05% | 12,784 | 1,796 | 16.3% | $15.83万 | 加仓 |
| QYLD | GLOBAL X FDS | $111.66万 | 0.05% | 65,109 | 7,773 | 13.6% | $13.33万 | 加仓 |
| HYZD | WISDOMTREE TR | $108.75万 | 0.05% | 49,408 | 572 | 1.2% | $1.26万 | 加仓 |
| MLN | VANECK ETF TRUST | $107.92万 | 0.05% | 61,878 | -1,808 | -2.8% | -$3.15万 | 减仓 |
| GE | GE AEROSPACE | $103.65万 | 0.05% | 3,653 | 291 | 8.7% | $8.26万 | 加仓 |
| SOXX | ISHARES TR | $103.49万 | 0.05% | 3,149 | 102 | 3.3% | $3.35万 | 加仓 |
| IFLN | INVESCO EXCH TRADED FD TR II | $102.77万 | 0.05% | 57,284 | 1,178 | 2.1% | $2.11万 | 加仓 |
| IEMG | ISHARES INC | $101.44万 | 0.05% | 14,544 | 50 | 0.3% | $3,488 | 加仓 |
| LRCX | LAM RESEARCH CORP | $99.01万 | 0.04% | 4,634 | 1,214 | 35.5% | $25.94万 | 加仓 |
| ESGD | ISHARES TR | $97.23万 | 0.04% | 10,168 | 59 | 0.6% | $5,642 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $97.00万 | 0.04% | 21,138 | 722 | 3.5% | $3.31万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $95.72万 | 0.04% | 1,916 | 6 | 0.3% | $2,998 | 加仓 |
| QUAL | ISHARES TR | $94.19万 | 0.04% | 4,911 | 770 | 18.6% | $14.77万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $93.87万 | 0.04% | 32,694 | 16,841 | 106.2% | $48.35万 | 加仓 |
| SCHK | SCHWAB STRATEGIC TR | $93.76万 | 0.04% | 29,927 | -730 | -2.4% | -$2.29万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $93.32万 | 0.04% | 12,103 | 159 | 1.3% | $1.23万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $92.45万 | 0.04% | 18,416 | 1,064 | 6.1% | $5.34万 | 加仓 |
| RKLB | ROCKET LAB CORP | $91.17万 | 0.04% | 14,196 | 4,268 | 43.0% | $27.41万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $89.94万 | 0.04% | 1,488 | 10 | 0.7% | $6,045 | 加仓 |
| IWM | ISHARES TR | $89.72万 | 0.04% | 3,618 | -229 | -6.0% | -$5.68万 | 减仓 |
| STT | STATE STR CORP | $89.49万 | 0.04% | 7,071 | 132 | 1.9% | $1.67万 | 加仓 |
| IWL | ISHARES TR | $89.32万 | 0.04% | 5,566 | -585 | -9.5% | -$9.39万 | 减仓 |
| PFEB | INNOVATOR ETFS TRUST | $89.23万 | 0.04% | 22,253 | 22,253 | — | $89.23万 | 新建仓 |
| GLD | SPDR GOLD TR | $87.91万 | 0.04% | 2,043 | 378 | 22.7% | $16.26万 | 加仓 |
| VPU | VANGUARD WORLD FD | $87.66万 | 0.04% | 4,424 | 316 | 7.7% | $6.26万 | 加仓 |
| DGRO | ISHARES TR | $86.62万 | 0.04% | 12,343 | 2,542 | 25.9% | $17.84万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $86.43万 | 0.04% | 7,931 | 819 | 11.5% | $8.93万 | 加仓 |
| BA | BOEING CO | $86.31万 | 0.04% | 4,336 | -369 | -7.8% | -$7.34万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $85.84万 | 0.04% | 7,825 | -882 | -10.1% | -$9.68万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $85.61万 | 0.04% | 2,534 | 507 | 25.0% | $17.13万 | 加仓 |
| MCD | MCDONALDS CORP | $85.51万 | 0.04% | 2,751 | 7 | 0.3% | $2,176 | 加仓 |
| EUAD | SPINNAKER ETF SERIES | $84.64万 | 0.04% | 20,776 | 20,776 | — | $84.64万 | 新建仓 |
| RTX | RTX CORPORATION | $83.72万 | 0.04% | 4,340 | 63 | 1.5% | $1.22万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $82.50万 | 0.04% | 6,719 | 2,133 | 46.5% | $26.19万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $81.96万 | 0.04% | 24,561 | 0 | 0.0% | — | 不变 |
| NULV | NUSHARES ETF TR | $81.51万 | 0.04% | 17,915 | 299 | 1.7% | $1.36万 | 加仓 |
| EMHY | ISHARES INC | $81.13万 | 0.04% | 20,601 | 2,802 | 15.7% | $11.03万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $80.97万 | 0.04% | 905 | 613 | 209.9% | $54.85万 | 加仓 |
| MGK | VANGUARD WORLD FD | $80.55万 | 0.04% | 2,192 | 389 | 21.6% | $14.30万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $79.10万 | 0.04% | 2,026 | 577 | 39.8% | $22.53万 | 加仓 |
| INTC | INTEL CORP | $79.06万 | 0.04% | 17,915 | 5,305 | 42.1% | $23.41万 | 加仓 |
| GEV | GE VERNOVA INC | $77.34万 | 0.03% | 886 | 78 | 9.7% | $6.81万 | 加仓 |
| KLAC | KLA CORP | $76.42万 | 0.03% | 519 | 160 | 44.6% | $23.56万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $74.56万 | 0.03% | 12,521 | -889 | -6.6% | -$5.29万 | 减仓 |
| PFF | ISHARES TR | $74.07万 | 0.03% | 24,431 | -1,478 | -5.7% | -$4.48万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $73.43万 | 0.03% | 19,113 | 3,429 | 21.9% | $13.17万 | 加仓 |
| BMNR | BITMINE IMMERSION TECNOLOGIE | $72.30万 | 0.03% | 36,551 | 24,406 | 201.0% | $48.28万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $72.20万 | 0.03% | 4,464 | 852 | 23.6% | $13.78万 | 加仓 |
| BAC | BANK AMERICA CORP | $71.78万 | 0.03% | 14,724 | 361 | 2.5% | $1.76万 | 加仓 |
| SCZ | ISHARES TR | $71.17万 | 0.03% | 9,077 | -1,788 | -16.5% | -$14.02万 | 减仓 |
| PL | PLANET LABS PBC | $70.80万 | 0.03% | 25,331 | 7,621 | 43.0% | $21.30万 | 加仓 |