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 |
|---|---|---|---|---|---|---|---|---|
| SSRM | SSR MINING IN | $21.48万 | 0.01% | 7,313 | -1,612 | -18.1% | -$4.73万 | 重新持有 |
| NUBD | NUSHARES ETF TR | $21.28万 | 0.01% | 9,580 | 239 | 2.6% | $5,308 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $21.19万 | 0.01% | 2,946 | 182 | 6.6% | $1.31万 | 加仓 |
| WMB | WILLIAMS COS INC | $21.02万 | 0.01% | 2,888 | 2,888 | — | $21.02万 | 新建仓 |
| DLR | DIGITAL RLTY TR INC | $20.62万 | 0.01% | 1,144 | 1,144 | — | $20.62万 | 新建仓 |
| XBI | SPDR SERIES TRUST | $20.62万 | 0.01% | 1,614 | 1,614 | — | $20.62万 | 新建仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $20.59万 | 0.01% | 2,193 | 2,193 | — | $20.59万 | 新建仓 |
| NUMG | NUSHARES ETF TR | $20.50万 | 0.01% | 4,990 | 424 | 9.3% | $1.74万 | 加仓 |
| NKE | NIKE INC | $20.27万 | 0.01% | 3,838 | -3,105 | -44.7% | -$16.40万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $20.25万 | 0.01% | 587 | 587 | — | $20.25万 | 新建仓 |
| TER | TERADYNE INC | $20.25万 | 0.01% | 683 | 683 | — | $20.25万 | 新建仓 |
| F | FORD MTR CO | $20.20万 | 0.01% | 17,507 | -182 | -1.0% | -$2,100 | 减仓 |
| SPIP | SPDR SERIES TRUST | $20.18万 | 0.01% | 7,757 | -721 | -8.5% | -$1.88万 | 减仓 |
| TGT | TARGET CORP | $20.11万 | 0.01% | 1,660 | 1,660 | — | $20.11万 | 新建仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $20.03万 | 0.01% | 1,233 | 211 | 20.6% | $3.43万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $20.02万 | 0.01% | 583 | 583 | — | $20.02万 | 新建仓 |
| OUST | OUSTER INC | $19.58万 | 0.01% | 10,656 | 10,656 | — | $19.58万 | 新建仓 |
| AEVA | AEVA TECHNOLOGIES INC | $18.63万 | 0.01% | 14,155 | 14,155 | — | $18.63万 | 新建仓 |
| PTY | PIMCO CORPORATE & INCOME OPP | $18.47万 | 0.01% | 15,316 | -1 | -0.0% | -$12 | 减仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $17.34万 | 0.01% | 11,521 | 11,521 | — | $17.34万 | 新建仓 |
| IBRX | IMMUNITYBIO INC | $16.45万 | 0.01% | 21,441 | 22 | 0.1% | $169 | 加仓 |
| NVTS | NAVITAS SEMICONDUCTOR CORP | $16.15万 | 0.01% | 18,413 | 7,246 | 64.9% | $6.35万 | 加仓 |
| YYY | AMPLIFY ETF TR | $14.08万 | 0.01% | 12,761 | 12,761 | — | $14.08万 | 新建仓 |
| UAMY | UNITED STATES ANTIMONY CORP | $13.37万 | 0.01% | 15,311 | 15,311 | — | $13.37万 | 新建仓 |
| SERV | SERVE ROBOTICS INC | $13.26万 | 0.01% | 15,715 | -1,240 | -7.3% | -$1.05万 | 减仓 |
| KOPN | KOPIN CORP | $12.39万 | 0.01% | 55,048 | 32,056 | 139.4% | $7.21万 | 加仓 |
| — | SCHMID GROUP N.V. | $11.96万 | 0.01% | 22,567 | 22,567 | — | $11.96万 | 新建仓 |
| HLN | HALEON PLC | $10.36万 | 0.00% | 10,349 | -3,337 | -24.4% | -$3.34万 | 减仓 |
| LPTH | LIGHTPATH TECHNOLOGIES INC | $10.26万 | 0.00% | 10,229 | 10,229 | — | $10.26万 | 新建仓 |
| — | SYNTEC OPTICS HLDGS INC | $9.84万 | 0.00% | 13,991 | 13,991 | — | $9.84万 | 新建仓 |
| OSS | ONE STOP SYS INC | $9.65万 | 0.00% | 12,746 | -1 | -0.0% | -$8 | 减仓 |
| PLUG | PLUG PWR INC | $8.39万 | 0.00% | 37,140 | 37,140 | — | $8.39万 | 新建仓 |
| LTRX | LANTRONIX INC | $8.05万 | 0.00% | 15,368 | 15,368 | — | $8.05万 | 新建仓 |
| FIP | FTAI INFRASTRUCTURE INC | $7.36万 | 0.00% | 14,902 | 14,902 | — | $7.36万 | 新建仓 |
| — | OPTIMIZERX CORP | $6.56万 | 0.00% | 10,439 | 10,439 | — | $6.56万 | 新建仓 |
| ACHR | ARCHER AVIATION INC | $5.39万 | 0.00% | 10,433 | -71 | -0.7% | -$367 | 减仓 |
| IAUX | I-80 GOLD CORP | $5.32万 | 0.00% | 35,031 | -8,663 | -19.8% | -$1.32万 | 减仓 |
| — | COGNITION THERAPEUTICS INC | $5.31万 | 0.00% | 69,953 | -4,156 | -5.6% | -$3,156 | 减仓 |
| — | VUZIX CORP | $4.51万 | 0.00% | 19,519 | 19,519 | — | $4.51万 | 新建仓 |
| — | TECHTARGET INC | $4.03万 | 0.00% | 10,392 | 10,392 | — | $4.03万 | 新建仓 |
| — | SES AI CORPORATION | $1.02万 | 0.00% | 10,643 | -10,396 | -49.4% | -$1.00万 | 减仓 |
| — | EIGHTCO HOLDINGS INC | $9,788 | 0.00% | 10,500 | 10,500 | — | $9,788 | 新建仓 |
| LUMN | LUMEN TECHNOLOGIES INC 看涨期权 | $2,477 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| MSTR | STRATEGY INC 看涨期权 | $2,359 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. 看涨期权 | $1,067 | 0.00% | 100 | 100 | — | $1,067 | 新建仓 |
| SCHD | SCHWAB STRATEGIC TR 看涨期权 | $925 | 0.00% | 1,000 | 1,000 | — | $925 | 新建仓 |
| RDDT | REDDIT INC 看涨期权 | $162 | 0.00% | 300 | 300 | — | $162 | 新建仓 |
| SGVT | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -8,421 | -100.0% | -$84.62万 | 清仓 |
| BIIB | BIOGEN INC | $0 | 0.00% | 0 | -2,410 | -100.0% | -$42.41万 | 清仓 |
| REGN | REGENERON PHARMACEUTICALS | $0 | 0.00% | 0 | -517 | -100.0% | -$39.91万 | 清仓 |
| MNDY | MONDAY COM LTD | $0 | 0.00% | 0 | -2,587 | -100.0% | -$38.17万 | 清仓 |
| A | AGILENT TECHNOLOGIES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -1,572 | -100.0% | -$28.89万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VRTX | VERTEX PHARMACEUTICALS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | SSGA ACTIVE TR | $0 | 0.00% | 0 | -5,490 | -100.0% | -$23.78万 | 清仓 |
| NVR | NVR INC | $0 | 0.00% | 0 | -32 | -100.0% | -$23.34万 | 清仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $0 | 0.00% | 0 | -1,466 | -100.0% | -$22.99万 | 清仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -427 | -100.0% | -$22.32万 | 清仓 |
| PNC | PNC FINL SVCS GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RSPF | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TEL | TE CONNECTIVITY PLC | $0 | 0.00% | 0 | -937 | -100.0% | -$21.32万 | 清仓 |
| LDOS | LEIDOS HOLDINGS INC | $0 | 0.00% | 0 | -1,158 | -100.0% | -$20.89万 | 清仓 |
| DASH | DOORDASH INC | $0 | 0.00% | 0 | -914 | -100.0% | -$20.70万 | 清仓 |
| TAXF | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -4,028 | -100.0% | -$20.29万 | 清仓 |
| MCO | MOODYS CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PMAR | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -4,461 | -100.0% | -$20.05万 | 清仓 |
| ALM | ALMONTY INDS INC | $0 | 0.00% | 0 | -11,441 | -100.0% | -$10.08万 | 清仓 |
| OGN | ORGANON & CO | $0 | 0.00% | 0 | -12,413 | -100.0% | -$8.90万 | 清仓 |
| — | ATAI BECKLEY NV | $0 | 0.00% | 0 | -19,649 | -100.0% | -$8.04万 | 清仓 |
| — | MEIWU TECHNOLOGY COMPANY LTD | $0 | 0.00% | 0 | -51,586 | -100.0% | -$7.17万 | 清仓 |
| — | SS INNOVATIONS INTERNATIONAL | $0 | 0.00% | 0 | -12,233 | -100.0% | -$6.95万 | 清仓 |
| RR | RICHTECH ROBOTICS INC | $0 | 0.00% | 0 | -20,949 | -100.0% | -$6.77万 | 清仓 |
| LAES | SEALSQ CORP | $0 | 0.00% | 0 | -17,895 | -100.0% | -$6.76万 | 清仓 |
| RZLV | REZOLVE AI PLC | $0 | 0.00% | 0 | -15,068 | -100.0% | -$3.87万 | 清仓 |
| — | WALDENCAST PLC | $0 | 0.00% | 0 | -17,750 | -100.0% | -$3.34万 | 清仓 |
| — | AGILON HEALTH INC | $0 | 0.00% | 0 | -30,895 | -100.0% | -$2.13万 | 清仓 |
| — | QUANTUM SI INC | $0 | 0.00% | 0 | -12,329 | -100.0% | -$1.36万 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF 看涨期权 | $0 | 0.00% | 0 | -2,200 | -100.0% | -$913 | 清仓 |