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 |
|---|---|---|---|---|---|---|---|---|
| FNDX | SCHWAB STRATEGIC TR | $2.61亿 | 11.76% | 9,370,273 | 190,377 | 2.1% | $530.20万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $2.61亿 | 11.74% | 10,166,832 | 230,470 | 2.3% | $590.93万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $2.16亿 | 9.73% | 7,413,124 | 156,150 | 2.2% | $454.86万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $2.08亿 | 9.38% | 8,408,940 | 358,776 | 4.5% | $887.97万 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $7,691.41万 | 3.47% | 1,645,574 | 42,294 | 2.6% | $197.68万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $6,523.18万 | 2.94% | 353,982 | 6,718 | 1.9% | $123.80万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $6,176.58万 | 2.78% | 1,311,932 | 58,454 | 4.7% | $275.20万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $5,372.21万 | 2.42% | 208,751 | 5,546 | 2.7% | $142.73万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $5,242.18万 | 2.36% | 273,144 | 2,453 | 0.9% | $47.08万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $4,622.73万 | 2.08% | 1,990,840 | 74,795 | 3.9% | $173.67万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $3,159.83万 | 1.42% | 1,201,456 | 54,427 | 4.7% | $143.14万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $3,096.19万 | 1.39% | 939,664 | -42,764 | -4.4% | -$140.91万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $2,901.05万 | 1.31% | 133,535 | -315 | -0.2% | -$6.84万 | 减仓 |
| FDEM | FIDELITY COVINGTON TRUST | $2,635.18万 | 1.19% | 834,445 | 97,191 | 13.2% | $306.93万 | 加仓 |
| IVV | ISHARES TR | $2,433.13万 | 1.10% | 37,249 | -664 | -1.8% | -$43.37万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $2,281.31万 | 1.03% | 75,478 | -1,726 | -2.2% | -$52.17万 | 减仓 |
| AAPL | APPLE INC | $2,268.59万 | 1.02% | 89,389 | 4,770 | 5.6% | $121.06万 | 加仓 |
| IEFA | ISHARES TR | $2,057.14万 | 0.93% | 227,233 | 1,148 | 0.5% | $10.39万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $1,991.66万 | 0.90% | 254,006 | 14,324 | 6.0% | $112.31万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,978.56万 | 0.89% | 113,449 | 8,288 | 7.9% | $144.54万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $1,766.92万 | 0.80% | 312,288 | -13,447 | -4.1% | -$76.08万 | 减仓 |
| MDYG | SPDR SERIES TRUST | $1,699.27万 | 0.77% | 177,081 | -5,112 | -2.8% | -$49.05万 | 减仓 |
| VB | VANGUARD INDEX FDS | $1,616.13万 | 0.73% | 61,703 | 2,011 | 3.4% | $52.67万 | 加仓 |
| IWY | ISHARES TR | $1,325.09万 | 0.60% | 53,251 | 3,853 | 7.8% | $95.88万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $1,284.24万 | 0.58% | 252,802 | 3,630 | 1.5% | $18.44万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $1,236.30万 | 0.56% | 496,305 | 34,005 | 7.4% | $84.71万 | 加仓 |
| MDYV | SPDR SERIES TRUST | $1,214.30万 | 0.55% | 142,608 | -5,542 | -3.7% | -$47.19万 | 减仓 |
| CWB | SPDR SERIES TRUST | $1,184.05万 | 0.53% | 129,377 | 6,318 | 5.1% | $57.82万 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $1,150.04万 | 0.52% | 300,584 | -10,424 | -3.4% | -$39.88万 | 减仓 |
| CORP | PIMCO ETF TR | $1,057.75万 | 0.48% | 109,271 | 6,359 | 6.2% | $61.56万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $993.73万 | 0.45% | 373,441 | 17,053 | 4.8% | $45.38万 | 加仓 |
| MSFT | MICROSOFT CORP | $887.90万 | 0.40% | 23,986 | 696 | 3.0% | $25.76万 | 加仓 |
| PJUN | INNOVATOR ETFS TRUST | $784.25万 | 0.35% | 187,500 | -12,585 | -6.3% | -$52.64万 | 减仓 |
| AMZN | AMAZON COM INC | $765.20万 | 0.34% | 36,741 | 648 | 1.8% | $13.50万 | 加仓 |
| IWF | ISHARES TR | $754.17万 | 0.34% | 17,687 | -109 | -0.6% | -$4.65万 | 减仓 |
| TFI | SPDR SERIES TRUST | $706.97万 | 0.32% | 155,926 | 792 | 0.5% | $3.59万 | 加仓 |
| IJR | ISHARES TR | $685.34万 | 0.31% | 55,132 | 3,443 | 6.7% | $42.80万 | 加仓 |
| — | WISDOMTREE TR | $677.78万 | 0.31% | 300,604 | 16,167 | 5.7% | $36.45万 | 加仓 |
| GOOGL | ALPHABET INC | $669.36万 | 0.30% | 23,277 | 7,624 | 48.7% | $219.24万 | 加仓 |
| ISCF | ISHARES TR | $663.84万 | 0.30% | 158,851 | -2,057 | -1.3% | -$8.60万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $655.15万 | 0.30% | 102,239 | -6,686 | -6.1% | -$42.84万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $653.07万 | 0.29% | 33,286 | -46 | -0.1% | -$9,025 | 减仓 |
| VO | VANGUARD INDEX FDS | $641.27万 | 0.29% | 22,330 | 1,372 | 6.5% | $39.40万 | 加仓 |
| IWS | ISHARES TR | $628.19万 | 0.28% | 43,104 | -3,162 | -6.8% | -$46.08万 | 减仓 |
| IWP | ISHARES TR | $621.32万 | 0.28% | 48,495 | 2,670 | 5.8% | $34.21万 | 加仓 |
| — | INVESCO INDIA EXCHANGE-TRADE | $613.89万 | 0.28% | 299,021 | 6,054 | 2.1% | $12.43万 | 加仓 |
| EMXC | ISHARES INC | $610.73万 | 0.28% | 77,642 | 13,025 | 20.2% | $102.45万 | 加仓 |
| FNDA | SCHWAB STRATEGIC TR | $593.54万 | 0.27% | 183,022 | -7,328 | -3.8% | -$23.76万 | 减仓 |
| VV | VANGUARD INDEX FDS | $592.22万 | 0.27% | 19,817 | -1,501 | -7.0% | -$44.86万 | 减仓 |
| MUB | ISHARES TR | $539.48万 | 0.24% | 50,823 | 2,204 | 4.5% | $23.40万 | 加仓 |
| GOOG | ALPHABET INC | $532.07万 | 0.24% | 18,548 | 6,597 | 55.2% | $189.24万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $525.76万 | 0.24% | 55,589 | -3,573 | -6.0% | -$33.79万 | 减仓 |
| SHM | SPDR SERIES TRUST | $522.85万 | 0.24% | 109,314 | 3,265 | 3.1% | $15.62万 | 加仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $522.33万 | 0.24% | 480,087 | 9,587 | 2.0% | $10.43万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $515.42万 | 0.23% | 8,626 | 753 | 9.6% | $44.99万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $513.75万 | 0.23% | 95,051 | 295 | 0.3% | $1.59万 | 加仓 |
| PECO | PHILLIPS EDISON & CO INC | $510.53万 | 0.23% | 136,433 | -539 | -0.4% | -$2.02万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $505.58万 | 0.23% | 20,683 | 13,127 | 173.7% | $320.88万 | 加仓 |
| META | META PLATFORMS INC | $484.66万 | 0.22% | 8,471 | 374 | 4.6% | $21.40万 | 加仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $472.01万 | 0.21% | 248,429 | 29,215 | 13.3% | $55.51万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $453.30万 | 0.20% | 6,970 | -204 | -2.8% | -$13.27万 | 减仓 |
| OEF | ISHARES TR | $452.90万 | 0.20% | 14,239 | -455 | -3.1% | -$14.47万 | 减仓 |
| DIVO | AMPLIFY ETF TR | $444.85万 | 0.20% | 99,187 | 6,831 | 7.4% | $30.64万 | 加仓 |
| VGT | VANGUARD WORLD FD | $441.64万 | 0.20% | 6,330 | 122 | 2.0% | $8.51万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $441.01万 | 0.20% | 35,244 | 427 | 1.2% | $5.34万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $435.93万 | 0.20% | 45,118 | -3,220 | -6.7% | -$31.11万 | 减仓 |
| EFG | ISHARES TR | $429.34万 | 0.19% | 38,551 | -579 | -1.5% | -$6.45万 | 减仓 |
| — | AMPLIFY ETF TR | $419.83万 | 0.19% | 135,161 | 7,833 | 6.2% | $24.33万 | 加仓 |
| YLD | PRINCIPAL EXCHANGE TRADED FD | $419.34万 | 0.19% | 221,169 | 24,565 | 12.5% | $46.58万 | 加仓 |
| PULS | PGIM ETF TR | $417.36万 | 0.19% | 84,316 | 21,394 | 34.0% | $105.90万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $405.08万 | 0.18% | 132,035 | 1,681 | 1.3% | $5.16万 | 加仓 |
| ABBV | ABBVIE INC | $393.00万 | 0.18% | 18,070 | 2,226 | 14.0% | $48.41万 | 加仓 |
| — | DBX ETF TR | $391.50万 | 0.18% | 158,922 | 5,264 | 3.4% | $12.97万 | 加仓 |
| AVGO | BROADCOM INC | $391.02万 | 0.18% | 12,634 | 547 | 4.5% | $16.93万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $384.80万 | 0.17% | 77,130 | -2,378 | -3.0% | -$11.86万 | 减仓 |
| GWX | SPDR INDEX SHS FDS | $367.89万 | 0.17% | 87,116 | -641 | -0.7% | -$2.71万 | 减仓 |
| EFA | ISHARES TR | $364.57万 | 0.16% | 37,535 | -1,042 | -2.7% | -$10.12万 | 减仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $361.02万 | 0.16% | 157,104 | -9,574 | -5.7% | -$22.00万 | 减仓 |
| LLY | ELI LILLY & CO | $360.65万 | 0.16% | 3,921 | 331 | 9.2% | $30.45万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $356.06万 | 0.16% | 25,548 | 177 | 0.7% | $2.47万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $349.35万 | 0.16% | 7,998 | 31 | 0.4% | $1.35万 | 加仓 |
| TSLA | TESLA INC | $345.49万 | 0.16% | 9,294 | 952 | 11.4% | $35.39万 | 加仓 |
| PJUL | INNOVATOR ETFS TRUST | $341.79万 | 0.15% | 74,354 | -32 | -0.0% | -$1,471 | 减仓 |
| — | EXXON MOBIL CORP | $340.53万 | 0.15% | 20,071 | 2,303 | 13.0% | $39.07万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $332.83万 | 0.15% | 107,503 | 748 | 0.7% | $2.32万 | 加仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $331.61万 | 0.15% | 162,476 | -2,762 | -1.7% | -$5.64万 | 减仓 |
| HYG | ISHARES TR | $305.86万 | 0.14% | 38,445 | -424 | -1.1% | -$3.37万 | 减仓 |
| MRK | MERCK & CO INC | $288.64万 | 0.13% | 23,996 | 3,481 | 17.0% | $41.87万 | 加仓 |
| SGOV | ISHARES TR | $281.32万 | 0.13% | 27,948 | -1,290 | -4.4% | -$12.98万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $275.60万 | 0.12% | 5,751 | 99 | 1.8% | $4.74万 | 加仓 |
| ORCL | ORACLE CORP | $275.29万 | 0.12% | 18,713 | 4,595 | 32.5% | $67.60万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $272.63万 | 0.12% | 8,498 | 136 | 1.6% | $4.36万 | 加仓 |
| SPYD | SPDR SERIES TRUST | $267.56万 | 0.12% | 58,778 | 6,698 | 12.9% | $30.49万 | 加仓 |
| VLUE | ISHARES TR | $265.10万 | 0.12% | 18,644 | 1,085 | 6.2% | $15.43万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $251.67万 | 0.11% | 53,649 | -2,162 | -3.9% | -$10.14万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $239.13万 | 0.11% | 82,231 | -4,020 | -4.7% | -$11.69万 | 减仓 |
| QQQ | INVESCO QQQ TR | $232.32万 | 0.10% | 4,025 | 395 | 10.9% | $22.80万 | 加仓 |
| MPC | MARATHON PETE CORP | $221.65万 | 0.10% | 9,078 | 85 | 0.9% | $2.08万 | 加仓 |
| FLBL | FRANKLIN TEMPLETON ETF TR | $220.71万 | 0.10% | 95,959 | 10,639 | 12.5% | $24.47万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $219.94万 | 0.10% | 15,036 | 2,506 | 20.0% | $36.66万 | 加仓 |