JMAC ENTERPRISES LLC
NEWTOWN PA · SEC CIK 0001907294
$5.22亿2026Q1 申报市值
117持仓数
41.1%前十大占比 · 第一大 6.1%
3 / 7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
IEI 加仓+$47.82万
LEA 新建仓+$47.22万
IWD 加仓+$43.18万
IWF 加仓+$42.68万
MDLZ 新建仓+$39.75万
2026Q1 卖出最多 按季末市值估算
EMR 减仓-$64.20万
LMT 减仓-$60.44万
ISHARES TR 清仓-$49.40万
PNC 减仓-$39.54万
SGOV 减仓-$38.59万
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 |
|---|---|---|---|---|---|---|---|---|
| — | ISHARES TR | $0 | 0.00% | 0 | -14,033 | -100.0% | -$49.40万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -1,366 | -100.0% | -$26.62万 | 清仓 |
| WMB | WILLIAMS COS INC | $0 | 0.00% | 0 | -3,951 | -100.0% | -$23.75万 | 清仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SYY | SYSCO CORP | $0 | 0.00% | 0 | -3,000 | -100.0% | -$22.11万 | 清仓 |
| PRU | PRUDENTIAL FINL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UL | UNILEVER PLC | $0 | 0.00% | 0 | -3,211 | -100.0% | -$21.00万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -1,747 | -100.0% | -$19.89万 | 清仓 |
| CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | -6,406 | -100.0% | -$19.15万 | 清仓 |
| GRNY | TIDAL TRUST I | $21.97万 | 0.04% | 9,202 | 635 | 7.4% | $1.52万 | 加仓 |
| EMR | EMERSON ELEC CO | $22.27万 | 0.04% | 1,700 | -4,900 | -74.2% | -$64.20万 | 减仓 |
| META | META PLATFORMS INC | $22.54万 | 0.04% | 394 | 45 | 12.9% | $2.57万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $23.13万 | 0.04% | 3,000 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $23.86万 | 0.05% | 2,800 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $25.20万 | 0.05% | 678 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $27.10万 | 0.05% | 6,142 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $29.12万 | 0.06% | 1,500 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $30.41万 | 0.06% | 1,060 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS CO | $30.67万 | 0.06% | 2,900 | 0 | 0.0% | — | 不变 |
| MKC | MCCORMICK & CO INC | $32.79万 | 0.06% | 6,500 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $32.88万 | 0.06% | 1,805 | 1,805 | — | $32.88万 | 新建仓 |
| KR | KROGER CO | $33.29万 | 0.06% | 4,600 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $34.05万 | 0.07% | 1,100 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $34.18万 | 0.07% | 1,000 | -300 | -23.1% | -$10.25万 | 减仓 |
| AMZN | AMAZON COM INC | $34.41万 | 0.07% | 1,652 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $39.02万 | 0.07% | 2,800 | -500 | -15.2% | -$6.97万 | 减仓 |
| PAYX | PAYCHEX INC | $39.61万 | 0.08% | 4,300 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $39.73万 | 0.08% | 13,703 | 4 | 0.0% | $116 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $39.75万 | 0.08% | 6,896 | 6,896 | — | $39.75万 | 新建仓 |
| CSCO | CISCO SYS INC | $40.98万 | 0.08% | 5,281 | -500 | -8.6% | -$3.88万 | 减仓 |
| CAT | CATERPILLAR INC | $42.79万 | 0.08% | 604 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $43.17万 | 0.08% | 1,766 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $44.02万 | 0.08% | 2,800 | 0 | 0.0% | — | 不变 |
| PPG | PPG INDS INC | $44.89万 | 0.09% | 4,200 | 1,300 | 44.8% | $13.89万 | 加仓 |
| LEA | LEAR CORP | $47.22万 | 0.09% | 3,900 | 3,900 | — | $47.22万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $47.31万 | 0.09% | 4,608 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $52.29万 | 0.10% | 1,800 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $53.16万 | 0.10% | 2,681 | -400 | -13.0% | -$7.93万 | 减仓 |
| HD | HOME DEPOT INC | $53.67万 | 0.10% | 1,632 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $57.15万 | 0.11% | 3,957 | 800 | 25.3% | $11.56万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $57.62万 | 0.11% | 24,200 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $57.97万 | 0.11% | 4,819 | -1,797 | -27.2% | -$21.62万 | 减仓 |
| KIE | SPDR SERIES TRUST | $58.06万 | 0.11% | 10,556 | -55 | -0.5% | -$3,025 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $58.92万 | 0.11% | 4,500 | 400 | 9.8% | $5.24万 | 加仓 |
| CVX | CHEVRON CORPORATION | $61.53万 | 0.12% | 2,974 | -800 | -21.2% | -$16.55万 | 减仓 |
| GOOGL | ALPHABET INC | $61.74万 | 0.12% | 2,147 | 100 | 4.9% | $2.88万 | 加仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $65.22万 | 0.12% | 3,450 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC | $65.95万 | 0.13% | 4,562 | -500 | -9.9% | -$7.23万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $66.85万 | 0.13% | 1,028 | 1 | 0.1% | $650 | 加仓 |
| RTX | RTX CORPORATION | $77.16万 | 0.15% | 4,000 | -400 | -9.1% | -$7.72万 | 减仓 |
| CMS | CMS ENERGY CORP | $77.58万 | 0.15% | 10,000 | 3,200 | 47.1% | $24.83万 | 加仓 |
| PFE | PFIZER INC | $77.63万 | 0.15% | 27,646 | 3,005 | 12.2% | $8.44万 | 加仓 |
| QCOM | QUALCOMM INC | $79.84万 | 0.15% | 6,200 | 800 | 14.8% | $10.30万 | 加仓 |
| PEP | PEPSICO INC | $80.71万 | 0.15% | 5,197 | 708 | 15.8% | $11.00万 | 加仓 |
| AAPL | APPLE INC | $84.13万 | 0.16% | 3,315 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP NEW | $84.27万 | 0.16% | 7,500 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $85.94万 | 0.16% | 4,092 | 1,000 | 32.3% | $21.00万 | 加仓 |
| C | CITIGROUP INC | $87.37万 | 0.17% | 7,704 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $89.68万 | 0.17% | 3,700 | 1,600 | 76.2% | $38.78万 | 加仓 |
| — | HONEYWELL INTL INC | $92.67万 | 0.18% | 4,100 | 1,400 | 51.9% | $31.64万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $93.94万 | 0.18% | 2,737 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $95.31万 | 0.18% | 11,000 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $96.28万 | 0.18% | 19,749 | 3 | 0.0% | $146 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $98.01万 | 0.19% | 2,900 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $99.45万 | 0.19% | 3,200 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $103.14万 | 0.20% | 2,786 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $105.32万 | 0.20% | 6,400 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $107.99万 | 0.21% | 14,200 | -900 | -6.0% | -$6.84万 | 减仓 |
| BLK | BLACKROCK INC | $109.73万 | 0.21% | 1,141 | 0 | 0.0% | — | 不变 |
| ITB | ISHARES TR | $110.09万 | 0.21% | 12,158 | -59 | -0.5% | -$5,342 | 减仓 |
| BX | BLACKSTONE INC | $111.54万 | 0.21% | 9,700 | 200 | 2.1% | $2.30万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $112.03万 | 0.21% | 12,061 | 3 | 0.0% | $279 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $112.33万 | 0.22% | 33,500 | 1,100 | 3.4% | $3.69万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $113.14万 | 0.22% | 1,872 | -1,000 | -34.8% | -$60.44万 | 减仓 |
| ATO | ATMOS ENERGY CORP | $116.37万 | 0.22% | 6,300 | 700 | 12.5% | $12.93万 | 加仓 |
| UNP | UNION PAC CORP | $118.88万 | 0.23% | 4,900 | 100 | 2.1% | $2.43万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $122.77万 | 0.24% | 5,900 | -1,900 | -24.4% | -$39.54万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $130.10万 | 0.25% | 6,779 | 406 | 6.4% | $7.79万 | 加仓 |
| GLD | SPDR GOLD TR | $134.64万 | 0.26% | 3,129 | -100 | -3.1% | -$4.30万 | 减仓 |
| ABBV | ABBVIE INC | $142.83万 | 0.27% | 6,567 | 600 | 10.1% | $13.05万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $158.60万 | 0.30% | 9,094 | 100 | 1.1% | $1.74万 | 加仓 |
| — | EXXON MOBIL CORP | $161.47万 | 0.31% | 9,517 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $234.03万 | 0.45% | 7,956 | 600 | 8.2% | $17.65万 | 加仓 |
| IYR | ISHARES TR | $269.26万 | 0.52% | 28,475 | 113 | 0.4% | $1.07万 | 加仓 |
| IJJ | ISHARES TR | $296.16万 | 0.57% | 22,352 | 0 | 0.0% | — | 不变 |
| — | J P MORGAN EXCHANGE TRADED F | $398.75万 | 0.76% | 87,928 | 1,160 | 1.3% | $5.26万 | 加仓 |
| IJK | ISHARES TR | $423.15万 | 0.81% | 42,054 | 0 | 0.0% | — | 不变 |
| IAK | ISHARES TR | $449.52万 | 0.86% | 35,039 | 1,070 | 3.1% | $13.73万 | 加仓 |
| SHYG | ISHARES TR | $451.42万 | 0.86% | 106,693 | 1,400 | 1.3% | $5.92万 | 加仓 |
| IGV | ISHARES TR | $489.55万 | 0.94% | 61,156 | 1,443 | 2.4% | $11.55万 | 加仓 |
| VHT | VANGUARD WORLD FD | $541.08万 | 1.04% | 19,868 | 375 | 1.9% | $10.21万 | 加仓 |
| MBB | ISHARES TR | $542.81万 | 1.04% | 57,168 | 976 | 1.7% | $9.27万 | 加仓 |
| BOND | PIMCO ETF TR | $555.57万 | 1.06% | 60,205 | 1,070 | 1.8% | $9.87万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $629.23万 | 1.21% | 137,116 | 3,974 | 3.0% | $18.24万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $630.64万 | 1.21% | 56,886 | 777 | 1.4% | $8.61万 | 加仓 |
| MINT | PIMCO ETF TR | $649.59万 | 1.24% | 64,591 | -3,088 | -4.6% | -$31.06万 | 减仓 |
| EMB | ISHARES TR | $740.11万 | 1.42% | 78,794 | 1,338 | 1.7% | $12.57万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $791.70万 | 1.52% | 53,457 | 856 | 1.6% | $12.68万 | 加仓 |
| XSD | SPDR SERIES TRUST | $798.41万 | 1.53% | 24,482 | 152 | 0.6% | $4.96万 | 加仓 |
| SGOV | ISHARES TR | $800.27万 | 1.53% | 79,502 | -3,834 | -4.6% | -$38.59万 | 减仓 |