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 |
|---|---|---|---|---|---|---|---|---|
| SLYG | SPDR SERIES TRUST | $228.16万 | 0.09% | 19,152 | -25,966 | -57.6% | -$309.34万 | 减仓 |
| V | VISA INC | $213.66万 | 0.08% | 6,228 | 919 | 17.3% | $31.53万 | 加仓 |
| SOXX | ISHARES TR | $211.90万 | 0.08% | 3,307 | 158 | 5.0% | $10.12万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $210.75万 | 0.08% | 58,330 | -23,901 | -29.1% | -$86.35万 | 减仓 |
| FNDA | SCHWAB STRATEGIC TR | $201.77万 | 0.08% | 53,014 | -130,008 | -71.0% | -$494.81万 | 减仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $200.57万 | 0.08% | 261,162 | -91 | -0.0% | -$699 | 减仓 |
| EFV | ISHARES TR | $196.92万 | 0.08% | 25,725 | 233 | 0.9% | $1.78万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $188.78万 | 0.07% | 17,302 | -38,287 | -68.9% | -$417.75万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $183.39万 | 0.07% | 4,232 | -402 | -8.7% | -$17.42万 | 减仓 |
| GE | GE AEROSPACE | $180.76万 | 0.07% | 4,837 | 1,184 | 32.4% | $44.25万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $180.41万 | 0.07% | 9,469 | -1,479 | -13.5% | -$28.18万 | 减仓 |
| — | PUTNAM ETF TRUST | $177.38万 | 0.07% | 223,687 | 223,687 | — | $177.38万 | 新建仓 |
| XLP | SELECT SECTOR SPDR TR | $174.87万 | 0.07% | 21,051 | 1,460 | 7.5% | $12.13万 | 加仓 |
| DWX | SPDR INDEX SHS FDS | $172.25万 | 0.07% | 37,478 | 248 | 0.7% | $1.14万 | 加仓 |
| WMT | WALMART INC | $171.40万 | 0.07% | 15,133 | 542 | 3.7% | $6.14万 | 加仓 |
| ET | ENERGY TRANSFER L P | $169.96万 | 0.07% | 88,891 | 3,128 | 3.6% | $5.98万 | 加仓 |
| AGG | ISHARES TR | $169.34万 | 0.07% | 17,109 | -4,660 | -21.4% | -$46.12万 | 减仓 |
| KO | COCA COLA CO | $167.87万 | 0.06% | 20,656 | 2,187 | 11.8% | $17.77万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $167.25万 | 0.06% | 5,948 | -37 | -0.6% | -$1.04万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $166.53万 | 0.06% | 52,518 | -79,517 | -60.2% | -$252.15万 | 减仓 |
| HD | HOME DEPOT INC | $164.20万 | 0.06% | 4,656 | 27 | 0.6% | $9,522 | 加仓 |
| IMCG | ISHARES TR | $164.17万 | 0.06% | 16,701 | -4,799 | -22.3% | -$47.17万 | 减仓 |
| RKLB | ROCKET LAB CORP | $159.51万 | 0.06% | 15,692 | 1,496 | 10.5% | $15.21万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $158.97万 | 0.06% | 1,699 | 109 | 6.9% | $10.20万 | 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 |
| NFLX | NETFLIX INC. | $155.80万 | 0.06% | 21,820 | 1,729 | 8.6% | $12.35万 | 加仓 |
| EFG | ISHARES TR | $154.76万 | 0.06% | 12,438 | -26,113 | -67.7% | -$324.90万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $154.62万 | 0.06% | 2,026 | 0 | 0.0% | — | 不变 |
| MFDX | PIMCO EQUITY SER | $152.61万 | 0.06% | 36,650 | -2,247 | -5.8% | -$9.36万 | 减仓 |
| CSCO | CISCO SYS INC | $152.35万 | 0.06% | 12,971 | -1,944 | -13.0% | -$22.83万 | 减仓 |
| IWO | ISHARES TR | $145.29万 | 0.06% | 3,688 | -1,961 | -34.7% | -$77.26万 | 减仓 |
| KLAC | KLA CORP | $144.07万 | 0.06% | 4,775 | -415 | -8.0% | -$12.52万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $143.69万 | 0.06% | 9,056 | 420 | 4.9% | $6.66万 | 加仓 |
| MUNI | PIMCO ETF TR | $143.11万 | 0.06% | 27,208 | -2,095 | -7.1% | -$11.02万 | 减仓 |
| AMAT | APPLIED MATLS INC | $139.56万 | 0.05% | 1,930 | -101 | -5.0% | -$7.30万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $139.33万 | 0.05% | 26,234 | 2,678 | 11.4% | $14.22万 | 加仓 |
| IWB | ISHARES TR | $138.17万 | 0.05% | 3,374 | 2,141 | 173.6% | $87.68万 | 加仓 |
| TJX | TJX COS INC NEW | $137.58万 | 0.05% | 9,081 | 247 | 2.8% | $3.74万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $136.60万 | 0.05% | 9,315 | 670 | 7.8% | $9.83万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $135.09万 | 0.05% | 54,779 | -441,526 | -89.0% | -$1,088.81万 | 减仓 |
| IWD | ISHARES TR | $133.63万 | 0.05% | 5,512 | -1,132 | -17.0% | -$27.44万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $131.32万 | 0.05% | 5,550 | -547 | -9.0% | -$12.94万 | 减仓 |
| GEV | GE VERNOVA INC | $131.23万 | 0.05% | 1,117 | 231 | 26.1% | $27.14万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $129.77万 | 0.05% | 35,302 | 373 | 1.1% | $1.37万 | 加仓 |
| IWN | ISHARES TR | $129.14万 | 0.05% | 5,838 | -5,437 | -48.2% | -$120.27万 | 减仓 |
| PL | PLANET LABS PBC | $125.91万 | 0.05% | 38,005 | 12,674 | 50.0% | $41.99万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $125.25万 | 0.05% | 3,673 | 36 | 1.0% | $1.23万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $124.96万 | 0.05% | 2,896 | -374 | -11.4% | -$16.14万 | 减仓 |
| QYLD | GLOBAL X FDS | $123.74万 | 0.05% | 67,139 | 2,030 | 3.1% | $3.74万 | 加仓 |
| XYLD | GLOBAL X FDS | $121.87万 | 0.05% | 29,876 | -6,556 | -18.0% | -$26.74万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $121.49万 | 0.05% | 1,902 | 254 | 15.4% | $16.22万 | 加仓 |
| STT | STATE STR CORP | $120.23万 | 0.05% | 7,089 | 18 | 0.3% | $3,053 | 加仓 |
| IWM | ISHARES TR | $119.11万 | 0.05% | 3,964 | 346 | 9.6% | $10.40万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $117.67万 | 0.05% | 16,029 | 8,119 | 102.6% | $59.60万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $117.51万 | 0.05% | 2,288 | 372 | 19.4% | $19.10万 | 加仓 |
| QUS | SPDR SERIES TRUST | $117.46万 | 0.05% | 6,286 | -4,538 | -41.9% | -$84.79万 | 减仓 |
| CVX | CHEVRON CORPORATION | $117.29万 | 0.05% | 7,076 | 358 | 5.3% | $5.93万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $115.62万 | 0.04% | 2,782 | 700 | 33.6% | $29.09万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $115.61万 | 0.04% | 13,524 | 1,421 | 11.7% | $12.15万 | 加仓 |
| NTCT | NETSCOUT SYS INC | $113.45万 | 0.04% | 26,050 | 26,050 | — | $113.45万 | 新建仓 |
| MRSH | MARSH & MCLENNAN COS INC | $113.22万 | 0.04% | 6,793 | -234 | -3.3% | -$3.90万 | 减仓 |
| GLD | WORLD GOLD TR | $111.73万 | 0.04% | 7,417 | 5,374 | 263.0% | $80.95万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $110.52万 | 0.04% | 6,506 | -213 | -3.2% | -$3.62万 | 减仓 |
| ESGD | ISHARES TR | $108.28万 | 0.04% | 10,532 | 364 | 3.6% | $3.74万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $105.86万 | 0.04% | 23,347 | 2,209 | 10.5% | $10.02万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $105.70万 | 0.04% | 3,548 | -255 | -6.7% | -$7.60万 | 减仓 |
| FTMH | PUTNAM ETF TRUST | $103.34万 | 0.04% | 86,983 | 86,983 | — | $103.34万 | 新建仓 |
| NULV | NUSHARES ETF TR | $103.09万 | 0.04% | 20,622 | 2,707 | 15.1% | $13.53万 | 加仓 |
| IEMG | ISHARES INC | $102.42万 | 0.04% | 12,364 | -2,180 | -15.0% | -$18.06万 | 减仓 |
| MLN | VANECK ETF TRUST | $99.78万 | 0.04% | 56,118 | -5,760 | -9.3% | -$10.24万 | 减仓 |
| QEFA | SPDR INDEX SHS FDS | $98.22万 | 0.04% | 10,230 | -3,568 | -25.9% | -$34.26万 | 减仓 |
| BAC | BANK OF AMER CORP | $96.91万 | 0.04% | 17,007 | 2,283 | 15.5% | $13.01万 | 加仓 |
| T | AT&T INC | $96.61万 | 0.04% | 46,670 | 2,588 | 5.9% | $5.36万 | 加仓 |
| IAU | ISHARES GOLD TR | $95.99万 | 0.04% | 12,712 | -72 | -0.6% | -$5,437 | 减仓 |
| QUAL | ISHARES TR | $95.87万 | 0.04% | 4,369 | -542 | -11.0% | -$11.89万 | 减仓 |
| PFEB | INNOVATOR ETFS TRUST | $95.81万 | 0.04% | 22,251 | -2 | -0.0% | -$86 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $93.90万 | 0.04% | 20,641 | -16,987 | -45.1% | -$77.27万 | 减仓 |
| TLT | ISHARES TR | $92.63万 | 0.04% | 10,718 | -8,276 | -43.6% | -$71.52万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $92.36万 | 0.04% | 21,814 | 3,398 | 18.5% | $14.39万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $91.66万 | 0.04% | 14,970 | -23,725 | -61.3% | -$145.26万 | 减仓 |
| SUB | ISHARES TR | $91.52万 | 0.04% | 8,596 | -2,700 | -23.9% | -$28.75万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $91.15万 | 0.04% | 7,772 | -159 | -2.0% | -$1.86万 | 减仓 |
| BA | BOEING CO | $90.10万 | 0.03% | 4,162 | -174 | -4.0% | -$3.77万 | 减仓 |
| VPU | VANGUARD WORLD FD | $89.93万 | 0.03% | 4,595 | 171 | 3.9% | $3.35万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $87.94万 | 0.03% | 14,910 | 2,389 | 19.1% | $14.09万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $87.79万 | 0.03% | 5,138 | 5,138 | — | $87.79万 | 新建仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $87.17万 | 0.03% | 6,820 | -1,005 | -12.8% | -$12.85万 | 减仓 |
| HYMB | SPDR SERIES TRUST | $86.40万 | 0.03% | 33,962 | -15,866 | -31.8% | -$40.36万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $86.03万 | 0.03% | 880 | -25 | -2.8% | -$2.44万 | 减仓 |
| EUAD | SPINNAKER ETF SERIES | $85.74万 | 0.03% | 20,326 | -450 | -2.2% | -$1.90万 | 减仓 |
| MGK | VANGUARD WORLD FD | $85.69万 | 0.03% | 9,748 | -1,212 | -11.1% | -$10.65万 | 减仓 |
| EMHY | ISHARES INC | $84.37万 | 0.03% | 20,747 | 146 | 0.7% | $5,937 | 加仓 |
| SUSA | ISHARES TR | $84.08万 | 0.03% | 5,449 | 229 | 4.4% | $3.53万 | 加仓 |
| PULS | PGIM ETF TR | $83.89万 | 0.03% | 16,930 | -67,386 | -79.9% | -$333.90万 | 减仓 |
| WFC | WELLS FARGO & CO | $80.35万 | 0.03% | 9,723 | 1,367 | 16.4% | $11.30万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $79.90万 | 0.03% | 2,893 | -3 | -0.1% | -$829 | 减仓 |
| RTX | RTX CORPORATION | $79.68万 | 0.03% | 4,199 | -141 | -3.2% | -$2.68万 | 减仓 |
| TTMI | TTM TECHNOLOGIES INC | $78.44万 | 0.03% | 4,194 | 319 | 8.2% | $5.97万 | 加仓 |
| BMNR | BITMINE IMMERSION TECHS INC | $78.14万 | 0.03% | 58,705 | 22,154 | 60.6% | $29.49万 | 加仓 |
| HYG | ISHARES TR | $78.11万 | 0.03% | 9,767 | -28,678 | -74.6% | -$229.35万 | 减仓 |