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 |
|---|---|---|---|---|---|---|---|---|
| HUM | HUMANA INC | $26.95万 | 0.01% | 678 | 678 | — | $26.95万 | 新建仓 |
| BKNG | BOOKING HOLDINGS INC | $26.92万 | 0.01% | 1,510 | -1,215 | -44.6% | -$21.66万 | 减仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $26.80万 | 0.01% | 2,055 | -172 | -7.7% | -$2.24万 | 减仓 |
| NUE | NUCOR CORP | $26.73万 | 0.01% | 1,200 | 1,200 | — | $26.73万 | 新建仓 |
| GFS | GLOBALFOUNDRIES INC | $26.69万 | 0.01% | 3,239 | 3,239 | — | $26.69万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $26.60万 | 0.01% | 2,883 | -504 | -14.9% | -$4.65万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $26.51万 | 0.01% | 667 | -150 | -18.4% | -$5.96万 | 减仓 |
| NOK | NOKIA CORP | $26.40万 | 0.01% | 19,883 | 19,883 | — | $26.40万 | 新建仓 |
| SIXD | AIM ETF PRODUCTS TRUST | $26.37万 | 0.01% | 8,551 | 8,551 | — | $26.37万 | 新建仓 |
| DAL | DELTA AIR LINES INC | $26.29万 | 0.01% | 2,807 | 2,807 | — | $26.29万 | 新建仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $26.26万 | 0.01% | 700 | 700 | — | $26.26万 | 新建仓 |
| BOND | PIMCO ETF TR | $26.19万 | 0.01% | 2,840 | 2,840 | — | $26.19万 | 新建仓 |
| HPQ | HP INC | $26.18万 | 0.01% | 11,933 | 11,933 | — | $26.18万 | 新建仓 |
| EQIX | EQUINIX INC | $26.16万 | 0.01% | 251 | -38 | -13.1% | -$3.96万 | 减仓 |
| NUBD | NUSHARES ETF TR | $26.15万 | 0.01% | 11,813 | 2,233 | 23.3% | $4.94万 | 加仓 |
| PSEP | INNOVATOR ETFS TRUST | $26.11万 | 0.01% | 5,669 | -100 | -1.7% | -$4,605 | 减仓 |
| SITM | SITIME CORP | $25.95万 | 0.01% | 348 | 348 | — | $25.95万 | 新建仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $25.85万 | 0.01% | 5,338 | 5,338 | — | $25.85万 | 新建仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $25.69万 | 0.01% | 5,032 | -341 | -6.3% | -$1.74万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $25.64万 | 0.01% | 2,796 | 2,796 | — | $25.64万 | 新建仓 |
| FCEL | FUELCELL ENERGY INC | $25.56万 | 0.01% | 7,099 | 7,099 | — | $25.56万 | 新建仓 |
| CLS | CELESTICA INC | $25.54万 | 0.01% | 700 | 700 | — | $25.54万 | 新建仓 |
| HWM | HOWMET AEROSPACE INC | $25.51万 | 0.01% | 949 | 949 | — | $25.51万 | 新建仓 |
| ON | ON SEMICONDUCTOR CORP | $25.44万 | 0.01% | 2,691 | 2,691 | — | $25.44万 | 新建仓 |
| AZN | ASTRAZENECA PLC | $25.37万 | 0.01% | 1,338 | -19 | -1.4% | -$3,603 | 减仓 |
| GWW | WW GRAINGER INC | $25.30万 | 0.01% | 186 | 186 | — | $25.30万 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP | $25.18万 | 0.01% | 800 | -35 | -4.2% | -$1.10万 | 减仓 |
| XBI | SPDR SERIES TRUST | $25.08万 | 0.01% | 1,585 | -29 | -1.8% | -$4,589 | 减仓 |
| MCK | MCKESSON CORP | $25.01万 | 0.01% | 331 | 331 | — | $25.01万 | 新建仓 |
| TE | T1 ENERGY INC | $24.94万 | 0.01% | 26,310 | 26,310 | — | $24.94万 | 新建仓 |
| CRWV | COREWEAVE INC | $24.89万 | 0.01% | 2,500 | 2,500 | — | $24.89万 | 新建仓 |
| IWR | ISHARES TR | $24.89万 | 0.01% | 2,256 | -26 | -1.1% | -$2,868 | 减仓 |
| IDXX | IDEXX LABS INC | $24.72万 | 0.01% | 470 | 48 | 11.4% | $2.52万 | 加仓 |
| NOW | SERVICENOW INC | $24.27万 | 0.01% | 2,444 | -1,125 | -31.5% | -$11.17万 | 减仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $24.22万 | 0.01% | 48,532 | -28,686 | -37.1% | -$14.31万 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $24.16万 | 0.01% | 1,819 | -547 | -23.1% | -$7.27万 | 重新持有 |
| IEF | ISHARES TR | $23.95万 | 0.01% | 2,532 | 2,532 | — | $23.95万 | 新建仓 |
| TGT | TARGET CORP | $23.91万 | 0.01% | 1,831 | 171 | 10.3% | $2.23万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $23.84万 | 0.01% | 2,739 | 2,739 | — | $23.84万 | 新建仓 |
| WMB | WILLIAMS COS INC | $23.68万 | 0.01% | 3,186 | 298 | 10.3% | $2.22万 | 加仓 |
| CSX | CSX CORP | $23.65万 | 0.01% | 4,976 | 4,976 | — | $23.65万 | 新建仓 |
| EMR | EMERSON ELEC CO | $23.59万 | 0.01% | 1,648 | -23 | -1.4% | -$3,293 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $23.22万 | 0.01% | 7,697 | -2,000 | -20.6% | -$6.03万 | 减仓 |
| AFL | AFLAC INC | $23.20万 | 0.01% | 1,979 | -397 | -16.7% | -$4.65万 | 减仓 |
| FIX | COMFORT SYS USA INC | $23.15万 | 0.01% | 117 | 117 | — | $23.15万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $23.11万 | 0.01% | 3,203 | 257 | 8.7% | $1.85万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $22.97万 | 0.01% | 933 | -98 | -9.5% | -$2.41万 | 重新持有 |
| NUMG | NUSHARES ETF TR | $22.90万 | 0.01% | 4,876 | -114 | -2.3% | -$5,353 | 减仓 |
| JBL | JABIL INC | $22.90万 | 0.01% | 594 | 594 | — | $22.90万 | 新建仓 |
| ONEZ | ELEVATION SERIES TRUST | $22.75万 | 0.01% | 8,246 | 8,246 | — | $22.75万 | 新建仓 |
| OMC | OMNICOM GROUP INC | $22.71万 | 0.01% | 3,118 | 8 | 0.3% | $583 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $22.70万 | 0.01% | 5,318 | 2,429 | 84.1% | $10.37万 | 重新持有 |
| GD | GENERAL DYNAMICS CORP | $22.60万 | 0.01% | 638 | 55 | 9.4% | $1.95万 | 加仓 |
| SNPS | SYNOPSYS INC | $22.29万 | 0.01% | 500 | 500 | — | $22.29万 | 新建仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $22.28万 | 0.01% | 2,318 | 2,318 | — | $22.28万 | 新建仓 |
| OSS | ONE STOP SYS INC | $22.18万 | 0.01% | 12,198 | -548 | -4.3% | -$9,963 | 减仓 |
| EOG | EOG RES INC | $22.10万 | 0.01% | 1,703 | 1,703 | — | $22.10万 | 新建仓 |
| USMV | ISHARES TR | $22.02万 | 0.01% | 2,283 | -175 | -7.1% | -$1.69万 | 减仓 |
| DDOG | DATADOG INC | $21.85万 | 0.01% | 839 | 839 | — | $21.85万 | 新建仓 |
| TPLC | TIMOTHY PLAN | $21.78万 | 0.01% | 4,326 | 4,326 | — | $21.78万 | 新建仓 |
| — | VERISIGN INC | $21.71万 | 0.01% | 863 | 863 | — | $21.71万 | 新建仓 |
| — | FIRST TR EXCHANGE TRADED FD | $21.70万 | 0.01% | 9,749 | -1,045 | -9.7% | -$2.33万 | 减仓 |
| BAX | BAXTER INTL INC | $21.66万 | 0.01% | 10,160 | 10,160 | — | $21.66万 | 新建仓 |
| BOW | BOWHEAD SPECIALTY HLDGS INC | $21.54万 | 0.01% | 7,196 | 7,196 | — | $21.54万 | 新建仓 |
| SYK | STRYKER CORPORATION | $21.54万 | 0.01% | 684 | -112 | -14.1% | -$3.53万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $21.40万 | 0.01% | 382 | 382 | — | $21.40万 | 新建仓 |
| MKSI | MKS INC. | $21.26万 | 0.01% | 478 | 478 | — | $21.26万 | 新建仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $21.17万 | 0.01% | 641 | 641 | — | $21.17万 | 新建仓 |
| SCCO | SOUTHERN COPPER CORP | $21.11万 | 0.01% | 1,211 | 1,211 | — | $21.11万 | 新建仓 |
| TRGP | TARGA RES CORP | $21.10万 | 0.01% | 787 | 787 | — | $21.10万 | 新建仓 |
| RSPF | INVESCO EXCHANGE TRADED FD T | $21.08万 | 0.01% | 2,718 | 0 | 0.0% | — | 重新持有 |
| DLR | DIGITAL RLTY TR INC | $21.07万 | 0.01% | 1,173 | 29 | 2.5% | $5,209 | 加仓 |
| LNG | CHENIERE ENERGY INC | $20.95万 | 0.01% | 877 | 877 | — | $20.95万 | 新建仓 |
| CIEN | CIENA CORP | $20.80万 | 0.01% | 424 | 424 | — | $20.80万 | 新建仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $20.80万 | 0.01% | 4,647 | -237 | -4.9% | -$1.06万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $20.78万 | 0.01% | 1,642 | 1,642 | — | $20.78万 | 新建仓 |
| NUSC | NUSHARES ETF TR | $20.74万 | 0.01% | 3,979 | -1,426 | -26.4% | -$7.43万 | 减仓 |
| TSN | TYSON FOODS INC | $20.74万 | 0.01% | 3,622 | -122 | -3.3% | -$6,985 | 减仓 |
| NJUL | INNOVATOR ETFS TRUST | $20.74万 | 0.01% | 2,678 | 2,678 | — | $20.74万 | 新建仓 |
| MCO | MOODYS CORP | $20.65万 | 0.01% | 456 | 61 | 15.4% | $2.76万 | 重新持有 |
| BUFB | INNOVATOR ETFS TRUST | $20.54万 | 0.01% | 5,224 | 5,224 | — | $20.54万 | 新建仓 |
| PCG | PG&E CORP | $20.52万 | 0.01% | 12,200 | 12,200 | — | $20.52万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $20.51万 | 0.01% | 3,261 | 3,261 | — | $20.51万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $20.48万 | 0.01% | 2,930 | 2,930 | — | $20.48万 | 新建仓 |
| DFUV | DIMENSIONAL ETF TRUST | $20.32万 | 0.01% | 3,694 | 3,694 | — | $20.32万 | 新建仓 |
| URI | UNITED RENTALS INC | $20.32万 | 0.01% | 179 | 179 | — | $20.32万 | 新建仓 |
| MTB | M & T BK CORP | $20.30万 | 0.01% | 853 | 853 | — | $20.30万 | 新建仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $20.29万 | 0.01% | 11,693 | 172 | 1.5% | $2,984 | 加仓 |
| SHYD | VANECK ETF TRUST | $20.21万 | 0.01% | 8,824 | -3,433 | -28.0% | -$7.86万 | 减仓 |
| ZAP | GLOBAL X FDS | $20.13万 | 0.01% | 5,816 | 5,816 | — | $20.13万 | 新建仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $20.07万 | 0.01% | 1,631 | -557 | -25.5% | -$6.86万 | 减仓 |
| IBRX | IMMUNITYBIO INC | $18.74万 | 0.01% | 21,409 | -32 | -0.1% | -$280 | 减仓 |
| PTY | PIMCO CORPORATE & INCOME OPP | $18.43万 | 0.01% | 15,316 | 0 | 0.0% | — | 不变 |
| KOPN | KOPIN CORP | $18.25万 | 0.01% | 40,729 | -14,319 | -26.0% | -$6.41万 | 减仓 |
| YYY | AMPLIFY ETF TR | $17.75万 | 0.01% | 15,394 | 2,633 | 20.6% | $3.04万 | 加仓 |
| LION | LIONSGATE STUDIOS CORP | $17.47万 | 0.01% | 11,409 | 11,409 | — | $17.47万 | 新建仓 |
| — | SYNTEC OPTICS HLDGS INC | $16.89万 | 0.01% | 13,568 | -423 | -3.0% | -$5,266 | 减仓 |
| LPTH | LIGHTPATH TECHNOLOGIES INC | $16.53万 | 0.01% | 10,113 | -116 | -1.1% | -$1,897 | 减仓 |
| — | ISHARES ETHEREUM TR | $11.64万 | 0.00% | 9,793 | 9,793 | — | $11.64万 | 新建仓 |
| PLUG | PLUG PWR INC | $9.78万 | 0.00% | 36,099 | -1,041 | -2.8% | -$2,821 | 减仓 |