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 |
|---|---|---|---|---|---|---|---|---|
| XCEM | COLUMBIA ETF TR II | $43.85万 | 0.02% | 8,292 | -251 | -2.9% | -$1.33万 | 减仓 |
| INTU | INTUIT | $43.71万 | 0.02% | 1,675 | 968 | 136.9% | $25.26万 | 加仓 |
| PDEC | INNOVATOR ETFS TRUST | $42.89万 | 0.02% | 9,346 | -59 | -0.6% | -$2,708 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $42.85万 | 0.02% | 1,108 | 1,108 | — | $42.85万 | 新建仓 |
| MO | ALTRIA GROUP INC | $42.44万 | 0.02% | 5,898 | 660 | 12.6% | $4.75万 | 加仓 |
| CMI | CUMMINS INC | $42.43万 | 0.02% | 595 | 191 | 47.3% | $13.62万 | 加仓 |
| BRBR | BELLRING BRANDS INC | $42.32万 | 0.02% | 32,701 | 32,701 | — | $42.32万 | 新建仓 |
| MAYW | AIM ETF PRODUCTS TRUST | $41.99万 | 0.02% | 12,077 | 12,077 | — | $41.99万 | 新建仓 |
| NVTS | NAVITAS SEMICONDUCTOR CORP | $41.61万 | 0.02% | 23,219 | 4,806 | 26.1% | $8.61万 | 加仓 |
| WAY | WAYSTAR HLDG CORP | $41.43万 | 0.02% | 20,181 | 20,181 | — | $41.43万 | 新建仓 |
| MAYT | AIM ETF PRODUCTS TRUST | $41.40万 | 0.02% | 10,615 | 2,165 | 25.6% | $8.44万 | 加仓 |
| FLEX | FLEX LTD | $41.15万 | 0.02% | 2,539 | 2,539 | — | $41.15万 | 新建仓 |
| IFLN | INVESCO EXCH TRADED FD TR II | $41.14万 | 0.02% | 22,491 | -34,793 | -60.7% | -$63.64万 | 减仓 |
| ALAB | ASTERA LABS INC | $40.82万 | 0.02% | 845 | 845 | — | $40.82万 | 新建仓 |
| APH | AMPHENOL CORP | $40.53万 | 0.02% | 2,299 | -167 | -6.8% | -$2.94万 | 减仓 |
| TRMB | TRIMBLE INC | $40.20万 | 0.02% | 7,854 | -769 | -8.9% | -$3.94万 | 减仓 |
| — | ROUNDHILL ETF TRUST | $40.17万 | 0.02% | 12,905 | 922 | 7.7% | $2.87万 | 加仓 |
| AEVA | AEVA TECHNOLOGIES INC | $40.13万 | 0.02% | 13,974 | -181 | -1.3% | -$5,198 | 减仓 |
| USB | US BANCORP | $39.99万 | 0.02% | 6,621 | -2,392 | -26.5% | -$14.45万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $39.76万 | 0.02% | 2,516 | -1,119 | -30.8% | -$17.68万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $39.44万 | 0.02% | 1,966 | 98 | 5.2% | $1.97万 | 加仓 |
| XSD | SPDR SERIES TRUST | $38.84万 | 0.02% | 623 | 623 | — | $38.84万 | 新建仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $38.33万 | 0.01% | 6,786 | -360 | -5.0% | -$2.03万 | 减仓 |
| FLBL | FRANKLIN TEMPLETON ETF TR | $37.93万 | 0.01% | 16,551 | -79,408 | -82.8% | -$182.00万 | 减仓 |
| SMH | VANECK ETF TRUST | $37.91万 | 0.01% | 578 | 578 | — | $37.91万 | 新建仓 |
| XLB | SELECT SECTOR SPDR TR | $37.87万 | 0.01% | 7,451 | 1,350 | 22.1% | $6.86万 | 加仓 |
| DOW | DOW HLDGS INC | $37.64万 | 0.01% | 13,757 | 1,896 | 16.0% | $5.19万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $37.43万 | 0.01% | 8,437 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $37.38万 | 0.01% | 3,876 | 493 | 14.6% | $4.75万 | 加仓 |
| RSPH | INVESCO EXCHANGE TRADED FD T | $37.37万 | 0.01% | 11,259 | -829 | -6.9% | -$2.75万 | 减仓 |
| ALL | ALLSTATE CORP | $37.33万 | 0.01% | 1,569 | 381 | 32.1% | $9.07万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $37.22万 | 0.01% | 3,364 | 117 | 3.6% | $1.29万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $36.90万 | 0.01% | 2,392 | -1,405 | -37.0% | -$21.67万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $36.89万 | 0.01% | 6,403 | 1,550 | 31.9% | $8.93万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $36.88万 | 0.01% | 1,485 | 199 | 15.5% | $4.94万 | 加仓 |
| VG | VENTURE GLOBAL INC | $36.82万 | 0.01% | 33,083 | 33,083 | — | $36.82万 | 新建仓 |
| FDX | FEDEX CORP | $36.57万 | 0.01% | 1,168 | 50 | 4.5% | $1.57万 | 加仓 |
| MXL | MAXLINEAR INC | $36.42万 | 0.01% | 2,845 | 2,845 | — | $36.42万 | 新建仓 |
| LALT | FIRST TR EXCHNG TRADED FD VI | $36.21万 | 0.01% | 15,070 | 15,070 | — | $36.21万 | 新建仓 |
| MSI | MOTOROLA SOLUTIONS INC | $36.15万 | 0.01% | 870 | -58 | -6.2% | -$2.41万 | 减仓 |
| SMIN | ISHARES TR | $35.96万 | 0.01% | 5,084 | -691 | -12.0% | -$4.89万 | 减仓 |
| BX | BLACKSTONE INC | $35.95万 | 0.01% | 3,055 | 403 | 15.2% | $4.74万 | 加仓 |
| TFC | TRUIST FINL CORP | $35.94万 | 0.01% | 7,214 | 94 | 1.3% | $4,683 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $35.72万 | 0.01% | 2,470 | 111 | 4.7% | $1.61万 | 加仓 |
| PAPR | INNOVATOR ETFS TRUST | $35.68万 | 0.01% | 8,456 | 2,995 | 54.8% | $12.64万 | 加仓 |
| SHEL | SHELL PLC | $35.65万 | 0.01% | 4,597 | -238 | -4.9% | -$1.85万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $35.32万 | 0.01% | 1,112 | 58 | 5.5% | $1.84万 | 加仓 |
| TMUS | T-MOBILE US INC | $35.26万 | 0.01% | 2,102 | 220 | 11.7% | $3.69万 | 加仓 |
| UNP | UNION PAC CORP | $34.26万 | 0.01% | 1,260 | 68 | 5.7% | $1.85万 | 加仓 |
| BLK | BLACKROCK INC | $34.16万 | 0.01% | 355 | -9 | -2.5% | -$8,661 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $34.11万 | 0.01% | 4,129 | -1,133 | -21.5% | -$9.36万 | 减仓 |
| EMGF | ISHARES INC | $33.93万 | 0.01% | 4,631 | -258 | -5.3% | -$1.89万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $33.70万 | 0.01% | 3,714 | 270 | 7.8% | $2.45万 | 加仓 |
| DEM | WISDOMTREE TR | $33.49万 | 0.01% | 6,227 | 351 | 6.0% | $1.89万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $33.43万 | 0.01% | 242 | -33 | -12.0% | -$4.56万 | 减仓 |
| HYD | VANECK ETF TRUST | $33.38万 | 0.01% | 6,480 | -3,088 | -32.3% | -$15.91万 | 减仓 |
| OKE | ONEOK INC NEW | $33.35万 | 0.01% | 3,836 | 288 | 8.1% | $2.50万 | 加仓 |
| NVT | NVENT ELEC PLC | $33.29万 | 0.01% | 1,963 | 1,963 | — | $33.29万 | 新建仓 |
| VOX | VANGUARD WORLD FD | $33.08万 | 0.01% | 1,798 | 26 | 1.5% | $4,783 | 加仓 |
| LOW | LOWES COS INC | $32.79万 | 0.01% | 1,487 | -228 | -13.3% | -$5.03万 | 减仓 |
| DLS | WISDOMTREE TR | $32.63万 | 0.01% | 3,894 | 55 | 1.4% | $4,608 | 加仓 |
| ONEY | SPDR SERIES TRUST | $32.61万 | 0.01% | 2,546 | -208 | -7.6% | -$2.66万 | 减仓 |
| CTVA | CORTEVA INC | $32.39万 | 0.01% | 3,824 | 239 | 6.7% | $2.02万 | 加仓 |
| RBRK | RUBRIK INC. | $32.37万 | 0.01% | 4,032 | 4,032 | — | $32.37万 | 新建仓 |
| O | REALTY INCOME CORP | $32.37万 | 0.01% | 5,224 | 290 | 5.9% | $1.80万 | 加仓 |
| DFTX | DEFINIUM THERAPEUTICS INC | $32.36万 | 0.01% | 6,879 | 6,879 | — | $32.36万 | 新建仓 |
| SPTI | SPDR SERIES TRUST | $32.10万 | 0.01% | 11,307 | -3,511 | -23.7% | -$9.97万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $32.01万 | 0.01% | 1,101 | 514 | 87.6% | $14.94万 | 加仓 |
| VRRM | VERRA MOBILITY CORP | $32.00万 | 0.01% | 75,301 | 75,301 | — | $32.00万 | 新建仓 |
| TRV | TRAVELERS COMPANIES INC | $31.92万 | 0.01% | 967 | 87 | 9.9% | $2.87万 | 加仓 |
| NEM | NEWMONT CORP | $31.81万 | 0.01% | 3,405 | -24 | -0.7% | -$2,242 | 减仓 |
| DE | DEERE & CO | $31.64万 | 0.01% | 499 | 99 | 24.8% | $6.28万 | 加仓 |
| DVY | ISHARES TR | $31.37万 | 0.01% | 2,007 | 2,007 | — | $31.37万 | 新建仓 |
| VHT | VANGUARD WORLD FD | $31.30万 | 0.01% | 1,047 | 66 | 6.7% | $1.97万 | 加仓 |
| ADBE | ADOBE INC | $31.14万 | 0.01% | 1,519 | -253 | -14.3% | -$5.19万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $30.98万 | 0.01% | 618 | 34 | 5.8% | $1.70万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $30.55万 | 0.01% | 9,556 | 755 | 8.6% | $2.41万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $30.15万 | 0.01% | 4,906 | -1 | -0.0% | -$61 | 减仓 |
| TER | TERADYNE INC | $29.95万 | 0.01% | 619 | -64 | -9.4% | -$3.10万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $29.75万 | 0.01% | 1,296 | 1,296 | — | $29.75万 | 新建仓 |
| AZO | AUTOZONE INC | $29.72万 | 0.01% | 93 | 93 | — | $29.72万 | 新建仓 |
| IGIB | ISHARES TR | $29.52万 | 0.01% | 5,553 | -4,176 | -42.9% | -$22.20万 | 减仓 |
| VLO | VALERO ENERGY CORP | $29.37万 | 0.01% | 1,128 | 1,128 | — | $29.37万 | 新建仓 |
| MGC | VANGUARD WORLD FD | $29.30万 | 0.01% | 1,071 | -632 | -37.1% | -$17.29万 | 减仓 |
| TIP | ISHARES TR | $29.02万 | 0.01% | 2,652 | -254 | -8.7% | -$2.78万 | 减仓 |
| F | FORD MTR CO | $29.02万 | 0.01% | 20,879 | 3,372 | 19.3% | $4.69万 | 加仓 |
| FTNT | FORTINET INC | $28.62万 | 0.01% | 1,863 | 1,863 | — | $28.62万 | 新建仓 |
| SPMD | SPDR SERIES TRUST | $28.60万 | 0.01% | 4,234 | 4,234 | — | $28.60万 | 新建仓 |
| ITOT | ISHARES TR | $28.50万 | 0.01% | 1,735 | 0 | 0.0% | — | 不变 |
| YOU | CLEAR SECURE INC | $28.38万 | 0.01% | 5,092 | -56 | -1.1% | -$3,121 | 减仓 |
| IVW | ISHARES TR | $28.28万 | 0.01% | 2,056 | -911 | -30.7% | -$12.53万 | 减仓 |
| CRM | SALESFORCE INC | $28.02万 | 0.01% | 1,789 | 22 | 1.2% | $3,446 | 加仓 |
| COHR | COHERENT CORP | $28.01万 | 0.01% | 710 | 710 | — | $28.01万 | 新建仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $27.78万 | 0.01% | 1,901 | 1,901 | — | $27.78万 | 新建仓 |
| AEM | AGNICO EAGLE MINES LTD | $27.74万 | 0.01% | 1,788 | -42 | -2.3% | -$6,515 | 减仓 |
| NUMV | NUSHARES ETF TR | $27.34万 | 0.01% | 6,288 | -608 | -8.8% | -$2.64万 | 减仓 |
| CHE | CHEMED CORP NEW | $27.29万 | 0.01% | 586 | 14 | 2.4% | $6,520 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $27.28万 | 0.01% | 2,192 | -846 | -27.8% | -$10.53万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $27.26万 | 0.01% | 4,713 | 305 | 6.9% | $1.76万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $26.95万 | 0.01% | 543 | -26 | -4.6% | -$1.29万 | 重新持有 |