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 |
|---|---|---|---|---|---|---|---|---|
| FNDX | SCHWAB STRATEGIC TR | $3.40亿 | 13.13% | 10,931,518 | 1,561,245 | 16.7% | $4,855.47万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $3.21亿 | 12.42% | 10,922,591 | 755,759 | 7.4% | $2,224.20万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $2.89亿 | 11.16% | 8,537,060 | 1,123,936 | 15.2% | $3,803.40万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $2.58亿 | 9.97% | 9,317,087 | 908,147 | 10.8% | $2,515.57万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $9,265.86万 | 3.58% | 1,973,980 | 662,048 | 50.5% | $3,107.65万 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $8,236.27万 | 3.18% | 1,711,610 | 66,036 | 4.0% | $317.77万 | 加仓 |
| FDEM | FIDELITY COVINGTON TRUST | $8,164.15万 | 3.15% | 2,247,221 | 1,412,776 | 169.3% | $5,132.62万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $7,564.76万 | 2.92% | 382,832 | 28,850 | 8.2% | $570.08万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $7,220.88万 | 2.79% | 235,745 | 26,994 | 12.9% | $826.83万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $6,036.54万 | 2.33% | 2,609,832 | 618,992 | 31.1% | $1,431.73万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $2,823.22万 | 1.09% | 116,187 | -17,348 | -13.0% | -$421.54万 | 减仓 |
| AAPL | APPLE INC | $2,659.28万 | 1.03% | 91,902 | 2,513 | 2.8% | $72.72万 | 加仓 |
| IVV | ISHARES TR | $2,523.64万 | 0.97% | 33,698 | -3,551 | -9.5% | -$265.93万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2,407.47万 | 0.93% | 120,319 | 6,870 | 6.1% | $137.46万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $2,187.86万 | 0.85% | 834,106 | -367,350 | -30.6% | -$963.56万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $2,146.07万 | 0.83% | 58,684 | -16,794 | -22.3% | -$614.16万 | 减仓 |
| IEFA | ISHARES TR | $2,014.15万 | 0.78% | 208,548 | -18,685 | -8.2% | -$180.46万 | 减仓 |
| VB | VANGUARD INDEX FDS | $1,871.70万 | 0.72% | 61,748 | 45 | 0.1% | $1.36万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $1,650.30万 | 0.64% | 271,475 | -40,813 | -13.1% | -$248.10万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $1,570.76万 | 0.61% | 592,741 | 219,300 | 58.7% | $581.14万 | 加仓 |
| — | WISDOMTREE TR | $1,452.93万 | 0.56% | 642,605 | 342,001 | 113.8% | $773.26万 | 加仓 |
| IWY | ISHARES TR | $1,430.63万 | 0.55% | 49,227 | -4,024 | -7.6% | -$116.95万 | 减仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $1,369.66万 | 0.53% | 281,475 | 28,673 | 11.3% | $139.52万 | 加仓 |
| CORP | PIMCO ETF TR | $1,348.77万 | 0.52% | 139,192 | 29,921 | 27.4% | $289.93万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $1,117.89万 | 0.43% | 143,484 | -110,522 | -43.5% | -$861.08万 | 减仓 |
| ICVT | ISHARES TR | $1,111.33万 | 0.43% | 91,288 | 85,945 | 1,608.6% | $1,046.29万 | 加仓 |
| EMXC | ISHARES INC | $1,082.30万 | 0.42% | 105,796 | 28,154 | 36.3% | $288.02万 | 加仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $1,039.89万 | 0.40% | 539,081 | 290,652 | 117.0% | $560.67万 | 加仓 |
| AMZN | AMAZON COM INC | $982.49万 | 0.38% | 41,222 | 4,481 | 12.2% | $106.80万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $982.12万 | 0.38% | 46,159 | -226,985 | -83.1% | -$4,829.56万 | 减仓 |
| MSFT | MICROSOFT CORP | $960.30万 | 0.37% | 25,744 | 1,758 | 7.3% | $65.58万 | 加仓 |
| NEAR | ISHARES U S ETF TR | $955.86万 | 0.37% | 188,682 | 188,682 | — | $955.86万 | 新建仓 |
| SCHE | SCHWAB STRATEGIC TR | $882.14万 | 0.34% | 243,281 | -696,383 | -74.1% | -$2,525.09万 | 减仓 |
| IJR | ISHARES TR | $871.28万 | 0.34% | 58,747 | 3,615 | 6.6% | $53.61万 | 加仓 |
| IWF | ISHARES TR | $839.84万 | 0.32% | 67,636 | -3,112 | -4.4% | -$38.64万 | 减仓 |
| YLD | PRINCIPAL EXCHANGE TRADED FD | $833.85万 | 0.32% | 437,028 | 215,859 | 97.6% | $411.86万 | 加仓 |
| PJUN | INNOVATOR ETFS TRUST | $815.70万 | 0.32% | 188,689 | 1,189 | 0.6% | $5.14万 | 加仓 |
| VO | VANGUARD INDEX FDS | $808.64万 | 0.31% | 100,365 | 11,045 | 12.4% | $88.99万 | 加仓 |
| GOOGL | ALPHABET INC | $793.99万 | 0.31% | 22,218 | -1,059 | -4.5% | -$37.84万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $720.23万 | 0.28% | 101,085 | -1,154 | -1.1% | -$8.22万 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $698.36万 | 0.27% | 49,219 | 13,975 | 39.7% | $198.29万 | 加仓 |
| MDYG | SPDR SERIES TRUST | $649.68万 | 0.25% | 57,960 | -119,121 | -67.3% | -$1,335.23万 | 减仓 |
| EPI | WISDOMTREE TR | $647.98万 | 0.25% | 151,469 | 151,469 | — | $647.98万 | 新建仓 |
| SHM | SPDR SERIES TRUST | $644.57万 | 0.25% | 134,384 | 25,070 | 22.9% | $120.25万 | 加仓 |
| ISCF | ISHARES TR | $643.94万 | 0.25% | 148,750 | -10,101 | -6.4% | -$43.73万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $639.11万 | 0.25% | 29,326 | -3,960 | -11.9% | -$86.30万 | 减仓 |
| GOOG | ALPHABET INC | $618.26万 | 0.24% | 17,498 | -1,050 | -5.7% | -$37.10万 | 减仓 |
| LONZ | PIMCO ETF TR | $570.75万 | 0.22% | 115,747 | 115,747 | — | $570.75万 | 新建仓 |
| PECO | PHILLIPS EDISON & CO INC | $565.44万 | 0.22% | 135,857 | -576 | -0.4% | -$2.40万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $564.34万 | 0.22% | 22,221 | 1,538 | 7.4% | $39.06万 | 加仓 |
| IWS | ISHARES TR | $557.10万 | 0.22% | 33,846 | -9,258 | -21.5% | -$152.39万 | 减仓 |
| MDYV | SPDR SERIES TRUST | $545.12万 | 0.21% | 57,471 | -85,137 | -59.7% | -$807.53万 | 减仓 |
| AVGO | BROADCOM INC | $543.69万 | 0.21% | 14,393 | 1,759 | 13.9% | $66.45万 | 加仓 |
| IWP | ISHARES TR | $527.03万 | 0.20% | 35,997 | -12,498 | -25.8% | -$182.98万 | 减仓 |
| VV | VANGUARD INDEX FDS | $515.92万 | 0.20% | 15,002 | -4,815 | -24.3% | -$165.59万 | 减仓 |
| DIVO | AMPLIFY ETF TR | $505.68万 | 0.20% | 110,653 | 11,466 | 11.6% | $52.40万 | 加仓 |
| MINO | PIMCO ETF TR | $501.20万 | 0.19% | 109,529 | 109,529 | — | $501.20万 | 新建仓 |
| VTEB | VANGUARD MUN BD FDS | $500.59万 | 0.19% | 98,971 | 21,841 | 28.3% | $110.47万 | 加仓 |
| LLY | ELI LILLY & CO | $497.07万 | 0.19% | 4,144 | 223 | 5.7% | $26.75万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $491.09万 | 0.19% | 82,274 | -12,777 | -13.4% | -$76.27万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $478.70万 | 0.18% | 6,410 | -560 | -8.0% | -$41.82万 | 减仓 |
| TSLA | TESLA INC | $445.32万 | 0.17% | 10,588 | 1,294 | 13.9% | $54.42万 | 加仓 |
| VGT | VANGUARD WORLD FD | $444.12万 | 0.17% | 37,159 | -13,481 | -26.6% | -$161.12万 | 减仓 |
| ABBV | ABBVIE INC | $441.24万 | 0.17% | 17,535 | -535 | -3.0% | -$13.46万 | 减仓 |
| FNDE | SCHWAB STRATEGIC TR | $432.72万 | 0.17% | 109,052 | -191,532 | -63.7% | -$760.00万 | 减仓 |
| META | META PLATFORMS INC | $429.76万 | 0.17% | 7,629 | -842 | -9.9% | -$47.43万 | 减仓 |
| CLSE | TRUST FOR PROFESSIONAL MANAG | $419.94万 | 0.16% | 123,024 | 123,024 | — | $419.94万 | 新建仓 |
| — | DBX ETF TR | $415.32万 | 0.16% | 164,092 | 5,170 | 3.3% | $13.09万 | 加仓 |
| VLUE | ISHARES TR | $398.22万 | 0.15% | 19,930 | 1,286 | 6.9% | $25.70万 | 加仓 |
| TFI | SPDR SERIES TRUST | $395.11万 | 0.15% | 86,268 | -69,658 | -44.7% | -$319.03万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $381.87万 | 0.15% | 103,573 | -3,930 | -3.7% | -$14.49万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $367.28万 | 0.14% | 5,348 | -3,278 | -38.0% | -$225.12万 | 减仓 |
| GWX | SPDR INDEX SHS FDS | $358.44万 | 0.14% | 81,910 | -5,206 | -6.0% | -$22.78万 | 减仓 |
| PJUL | INNOVATOR ETFS TRUST | $353.00万 | 0.14% | 72,321 | -2,033 | -2.7% | -$9.92万 | 减仓 |
| CWB | SPDR SERIES TRUST | $351.62万 | 0.14% | 32,612 | -96,765 | -74.8% | -$1,043.32万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $348.83万 | 0.13% | 6,005 | -116 | -1.9% | -$6.74万 | 减仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $341.75万 | 0.13% | 145,301 | -11,803 | -7.5% | -$27.76万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $338.82万 | 0.13% | 39,333 | -8,655 | -18.0% | -$74.55万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $328.89万 | 0.13% | 8,888 | 390 | 4.6% | $14.43万 | 加仓 |
| MRK | MERCK & CO INC | $326.03万 | 0.13% | 25,372 | 1,376 | 5.7% | $17.68万 | 加仓 |
| EFA | ISHARES TR | $325.99万 | 0.13% | 31,381 | -6,154 | -16.4% | -$63.93万 | 减仓 |
| MUB | ISHARES TR | $322.82万 | 0.12% | 29,996 | -20,827 | -41.0% | -$224.14万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $322.33万 | 0.12% | 25,513 | -35 | -0.1% | -$4,422 | 减仓 |
| SGOV | ISHARES TR | $308.64万 | 0.12% | 30,659 | 2,711 | 9.7% | $27.29万 | 加仓 |
| — | EXXON MOBIL CORP | $308.36万 | 0.12% | 22,554 | 2,483 | 12.4% | $33.95万 | 加仓 |
| ORCL | ORACLE CORP | $301.34万 | 0.12% | 20,562 | 1,849 | 9.9% | $27.10万 | 加仓 |
| CAT | CATERPILLAR INC | $298.92万 | 0.12% | 2,807 | 254 | 9.9% | $27.05万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $297.75万 | 0.12% | 5,950 | 199 | 3.5% | $9.96万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $278.65万 | 0.11% | 25,921 | 7,703 | 42.3% | $82.81万 | 加仓 |
| SPYD | SPDR SERIES TRUST | $276.16万 | 0.11% | 57,883 | -895 | -1.5% | -$4.27万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $272.36万 | 0.11% | 52,599 | -1,050 | -2.0% | -$5.44万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $262.31万 | 0.10% | 8,014 | 1,994 | 33.1% | $65.27万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $261.87万 | 0.10% | 2,269 | -265 | -10.5% | -$30.58万 | 减仓 |
| MPC | MARATHON PETE CORP | $240.98万 | 0.09% | 9,426 | 348 | 3.8% | $8.90万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $236.87万 | 0.09% | 19,907 | -620 | -3.0% | -$7.38万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $235.27万 | 0.09% | 6,956 | 64 | 0.9% | $2.16万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $233.90万 | 0.09% | 20,048 | 5,012 | 33.3% | $58.47万 | 加仓 |
| OEF | ISHARES TR | $232.91万 | 0.09% | 6,366 | -7,873 | -55.3% | -$288.05万 | 减仓 |
| INTC | INTEL CORP | $230.81万 | 0.09% | 16,530 | -1,385 | -7.7% | -$19.34万 | 减仓 |
| QQQ | INVESCO QQQ TR | $230.58万 | 0.09% | 3,131 | -894 | -22.2% | -$65.84万 | 减仓 |