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 |
|---|---|---|---|---|---|---|---|---|
| LMT | LOCKHEED MARTIN CORP | $77.67万 | 0.03% | 1,525 | 37 | 2.5% | $1.88万 | 加仓 |
| — | AMPLIFY ETF TR | $77.33万 | 0.03% | 23,179 | -111,982 | -82.9% | -$373.59万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $76.57万 | 0.03% | 23,001 | 3,888 | 20.3% | $12.94万 | 加仓 |
| NULG | NUSHARES ETF TR | $75.84万 | 0.03% | 6,479 | 659 | 11.3% | $7.71万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $75.63万 | 0.03% | 4,083 | -381 | -8.5% | -$7.06万 | 减仓 |
| SBUX | STARBUCKS CORP | $75.57万 | 0.03% | 7,395 | -172 | -2.3% | -$1.76万 | 减仓 |
| RDDT | REDDIT INC | $74.85万 | 0.03% | 4,312 | 264 | 6.5% | $4.58万 | 加仓 |
| MMM | 3M CO | $74.64万 | 0.03% | 4,610 | -164 | -3.4% | -$2.66万 | 减仓 |
| BIL | SPDR SERIES TRUST | $74.45万 | 0.03% | 8,124 | 1,884 | 30.2% | $17.26万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $74.02万 | 0.03% | 1,507 | 19 | 1.3% | $9,332 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $73.90万 | 0.03% | 25,519 | -425 | -1.6% | -$1.23万 | 减仓 |
| ACWX | ISHARES TR | $73.72万 | 0.03% | 9,686 | 0 | 0.0% | — | 不变 |
| PGX | INVESCO EXCH TRADED FD TR II | $72.83万 | 0.03% | 67,189 | -412,898 | -86.0% | -$447.58万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $72.22万 | 0.03% | 3,992 | 1,365 | 52.0% | $24.69万 | 加仓 |
| GLW | CORNING INC | $72.01万 | 0.03% | 2,819 | -43 | -1.5% | -$1.10万 | 减仓 |
| DGRO | ISHARES TR | $71.83万 | 0.03% | 9,478 | -2,865 | -23.2% | -$21.71万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $71.71万 | 0.03% | 1,935 | 111 | 6.1% | $4.11万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $71.64万 | 0.03% | 15,881 | 3,739 | 30.8% | $16.87万 | 加仓 |
| MCD | MCDONALDS CORP | $71.22万 | 0.03% | 2,635 | -116 | -4.2% | -$3.14万 | 减仓 |
| PAUG | INNOVATOR ETFS TRUST | $70.99万 | 0.03% | 15,555 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP | $68.65万 | 0.03% | 4,036 | -90 | -2.2% | -$1.53万 | 减仓 |
| C | CITIGROUP INC | $67.75万 | 0.03% | 4,840 | 459 | 10.5% | $6.42万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $67.67万 | 0.03% | 13,429 | 2,655 | 24.6% | $13.38万 | 加仓 |
| OUST | OUSTER INC | $66.81万 | 0.03% | 10,686 | 30 | 0.3% | $1,876 | 加仓 |
| QCOM | QUALCOMM INC | $66.23万 | 0.03% | 3,584 | 395 | 12.4% | $7.30万 | 加仓 |
| CHAT | TIDAL TRUST II | $66.14万 | 0.03% | 6,702 | 2,614 | 63.9% | $25.79万 | 加仓 |
| PFE | PFIZER INC | $66.11万 | 0.03% | 27,456 | 6,523 | 31.2% | $15.71万 | 加仓 |
| SCHK | SCHWAB STRATEGIC TR | $65.73万 | 0.03% | 18,227 | -11,700 | -39.1% | -$42.19万 | 减仓 |
| LQDH | ISHARES U S ETF TR | $65.63万 | 0.03% | 7,047 | 1,760 | 33.3% | $16.39万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $65.28万 | 0.03% | 1,367 | 187 | 15.8% | $8.93万 | 加仓 |
| PFF | ISHARES TR | $65.01万 | 0.03% | 21,323 | -3,108 | -12.7% | -$9.48万 | 减仓 |
| INDA | ISHARES TR | $64.32万 | 0.02% | 13,022 | -20,037 | -60.6% | -$98.96万 | 减仓 |
| ULST | SSGA ACTIVE ETF TR | $64.08万 | 0.02% | 15,852 | 3,754 | 31.0% | $15.18万 | 加仓 |
| WM | WASTE MGMT INC DEL | $62.89万 | 0.02% | 2,822 | 945 | 50.3% | $21.06万 | 加仓 |
| APP | APPLOVIN CORP | $62.86万 | 0.02% | 1,220 | 16 | 1.3% | $8,244 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $62.50万 | 0.02% | 11,658 | -794 | -6.4% | -$4.26万 | 减仓 |
| HYS | PIMCO ETF TR | $62.22万 | 0.02% | 6,653 | 3,800 | 133.2% | $35.54万 | 加仓 |
| SCZ | ISHARES TR | $61.88万 | 0.02% | 7,522 | -1,555 | -17.1% | -$12.79万 | 减仓 |
| SNDK | SANDISK CORP | $61.85万 | 0.02% | 272 | 272 | — | $61.85万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $61.24万 | 0.02% | 606 | -18 | -2.9% | -$1.82万 | 减仓 |
| COP | CONOCOPHILLIPS | $60.25万 | 0.02% | 5,796 | 912 | 18.7% | $9.48万 | 加仓 |
| POCT | INNOVATOR ETFS TRUST | $60.17万 | 0.02% | 12,965 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $59.99万 | 0.02% | 6,233 | 1,102 | 21.5% | $10.61万 | 加仓 |
| PGR | PROGRESSIVE CORP | $59.99万 | 0.02% | 2,746 | 1,516 | 123.3% | $33.12万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $59.74万 | 0.02% | 10,265 | 2,590 | 33.7% | $15.07万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $59.45万 | 0.02% | 2,186 | -7 | -0.3% | -$1,904 | 减仓 |
| ETN | EATON CORP PLC | $59.32万 | 0.02% | 1,392 | 58 | 4.3% | $2.47万 | 加仓 |
| FNV | FRANCO NEV CORP | $59.28万 | 0.02% | 2,844 | 566 | 24.8% | $11.80万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $59.17万 | 0.02% | 24,101 | -8,593 | -26.3% | -$21.10万 | 减仓 |
| — | INVESCO INDIA EXCHANGE-TRADE | $58.61万 | 0.02% | 29,205 | -269,816 | -90.2% | -$541.52万 | 减仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $58.56万 | 0.02% | 10,612 | 10,612 | — | $58.56万 | 新建仓 |
| IWL | ISHARES TR | $58.37万 | 0.02% | 3,156 | -2,410 | -43.3% | -$44.57万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $58.24万 | 0.02% | 5,808 | 505 | 9.5% | $5.06万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $56.17万 | 0.02% | 1,678 | 279 | 19.9% | $9.34万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $55.99万 | 0.02% | 5,227 | -128 | -2.4% | -$1.37万 | 减仓 |
| LIN | LINDE PLC | $55.71万 | 0.02% | 1,074 | 291 | 37.2% | $15.10万 | 加仓 |
| SMLV | SPDR SERIES TRUST | $55.63万 | 0.02% | 3,535 | -315 | -8.2% | -$4.96万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $55.07万 | 0.02% | 7,180 | -881 | -10.9% | -$6.76万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $55.05万 | 0.02% | 6,272 | 57 | 0.9% | $5,003 | 加仓 |
| EMB | ISHARES TR | $54.62万 | 0.02% | 5,663 | 1,862 | 49.0% | $17.96万 | 加仓 |
| ELCV | STRATEGY SHS | $53.92万 | 0.02% | 16,403 | 16,403 | — | $53.92万 | 新建仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $53.51万 | 0.02% | 26,268 | -136,208 | -83.8% | -$277.45万 | 减仓 |
| NTAP | NETAPP INC | $52.66万 | 0.02% | 3,403 | -625 | -15.5% | -$9.67万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $52.61万 | 0.02% | 20,615 | -5,580 | -21.3% | -$14.24万 | 减仓 |
| PEP | PEPSICO INC | $52.26万 | 0.02% | 3,860 | 135 | 3.6% | $1.83万 | 加仓 |
| GL | GLOBE LIFE INC | $51.55万 | 0.02% | 2,885 | 2 | 0.1% | $357 | 加仓 |
| CINF | CINCINNATI FINL CORP | $51.16万 | 0.02% | 2,763 | 70 | 2.6% | $1.30万 | 加仓 |
| VIS | VANGUARD WORLD FD | $51.05万 | 0.02% | 1,416 | 15 | 1.1% | $5,407 | 加仓 |
| RSPN | INVESCO EXCHANGE TRADED FD T | $50.59万 | 0.02% | 7,905 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $50.57万 | 0.02% | 2,419 | 110 | 4.8% | $2.30万 | 加仓 |
| ESGE | ISHARES INC | $50.47万 | 0.02% | 9,229 | 384 | 4.3% | $2.10万 | 加仓 |
| COIN | COINBASE GLOBAL INC | $50.35万 | 0.02% | 3,444 | 189 | 5.8% | $2.76万 | 加仓 |
| PMAY | INNOVATOR ETFS TRUST | $49.95万 | 0.02% | 12,095 | 1,069 | 9.7% | $4.41万 | 加仓 |
| AMGN | AMGEN INC | $49.78万 | 0.02% | 1,375 | 153 | 12.5% | $5.54万 | 加仓 |
| PNOV | INNOVATOR ETFS TRUST | $49.76万 | 0.02% | 11,220 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $49.73万 | 0.02% | 1,668 | 63 | 3.9% | $1.88万 | 加仓 |
| XME | SPDR SERIES TRUST | $49.20万 | 0.02% | 4,601 | 308 | 7.2% | $3.29万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $49.06万 | 0.02% | 5,583 | 1,578 | 39.4% | $13.87万 | 加仓 |
| PTL | NORTHERN LTS FD TR IV | $48.81万 | 0.02% | 1,706 | 1,706 | — | $48.81万 | 新建仓 |
| IJH | ISHARES TR | $47.95万 | 0.02% | 6,218 | 712 | 12.9% | $5.49万 | 加仓 |
| LQD | ISHARES TR | $47.81万 | 0.02% | 4,384 | -1,263 | -22.4% | -$13.77万 | 减仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $47.64万 | 0.02% | 7,461 | -62 | -0.8% | -$3,959 | 减仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $47.53万 | 0.02% | 3,027 | -152 | -4.8% | -$2.39万 | 减仓 |
| ADI | ANALOG DEVICES INC | $47.38万 | 0.02% | 1,193 | 21 | 1.8% | $8,340 | 加仓 |
| BNOV | INNOVATOR ETFS TRUST | $47.33万 | 0.02% | 9,900 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $47.19万 | 0.02% | 927 | 591 | 175.9% | $30.09万 | 加仓 |
| PSX | PHILLIPS 66 | $47.15万 | 0.02% | 2,789 | 549 | 24.5% | $9.28万 | 加仓 |
| REZ | ISHARES TR | $46.91万 | 0.02% | 4,955 | 700 | 16.5% | $6.63万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $46.75万 | 0.02% | 2,087 | 93 | 4.7% | $2.08万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $46.04万 | 0.02% | 930 | 65 | 7.5% | $3.22万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $45.58万 | 0.02% | 1,504 | 443 | 41.8% | $13.42万 | 加仓 |
| CVS | CVS HEALTH CORP | $45.02万 | 0.02% | 4,352 | 555 | 14.6% | $5.74万 | 加仓 |
| IGSB | ISHARES TR | $44.99万 | 0.02% | 8,585 | 1,921 | 28.8% | $10.07万 | 加仓 |
| CI | THE CIGNA GROUP | $44.93万 | 0.02% | 1,630 | 347 | 27.0% | $9.56万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $44.76万 | 0.02% | 4,078 | 1,646 | 67.7% | $18.07万 | 加仓 |
| GM | GENERAL MTRS CO | $44.65万 | 0.02% | 5,793 | 845 | 17.1% | $6.51万 | 加仓 |
| TPIF | TIMOTHY PLAN | $44.64万 | 0.02% | 11,965 | 11,965 | — | $44.64万 | 新建仓 |
| CB | CHUBB LIMITED | $44.36万 | 0.02% | 1,302 | 1,302 | — | $44.36万 | 新建仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $44.24万 | 0.02% | 5,352 | 1,873 | 53.8% | $15.48万 | 加仓 |
| NOBL | PROSHARES TR | $44.13万 | 0.02% | 7,858 | -106 | -1.3% | -$5,953 | 减仓 |