JMAC ENTERPRISES LLC
NEWTOWN PA · SEC CIK 0001907294
$5.93亿2026Q2 申报市值
122持仓数
41.3%前十大占比 · 第一大 5.9%
7 / 4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
IDEF 新建仓+$583.90万
IEI 加仓+$349.30万
XLF 加仓+$253.49万
EEMV 加仓+$253.15万
MBB 加仓+$226.96万
2026Q2 卖出最多 按季末市值估算
QUAL 减仓-$529.90万
IAK 清仓-$449.52万
XSD 减仓-$351.95万
QQQ 减仓-$304.06万
IJK 减仓-$184.49万
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 |
|---|---|---|---|---|---|---|---|---|
| RPM | RPM INTL INC | $46.68万 | 0.08% | 4,200 | 4,200 | — | $46.68万 | 新建仓 |
| LOW | LOWES COS INC | $44.10万 | 0.07% | 2,000 | 2,000 | — | $44.10万 | 新建仓 |
| BDX | BECTON DICKINSON & CO | $42.37万 | 0.07% | 2,800 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $42.28万 | 0.07% | 4,300 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $41.55万 | 0.07% | 1,100 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $39.37万 | 0.07% | 1,652 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $37.45万 | 0.06% | 1,060 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $35.77万 | 0.06% | 1,200 | -300 | -20.0% | -$8.94万 | 减仓 |
| GPC | GENUINE PARTS CO | $34.21万 | 0.06% | 2,900 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $33.03万 | 0.06% | 2,654 | -27 | -1.0% | -$3,360 | 减仓 |
| PSX | PHILLIPS 66 | $30.51万 | 0.05% | 1,805 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $30.35万 | 0.05% | 14,660 | 957 | 7.0% | $1.98万 | 加仓 |
| TSLA | TESLA INC | $28.52万 | 0.05% | 678 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $28.33万 | 0.05% | 4,898 | -1,998 | -29.0% | -$11.56万 | 减仓 |
| MKC | MCCORMICK & CO INC | $25.71万 | 0.04% | 5,100 | -1,400 | -21.5% | -$7.06万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $25.67万 | 0.04% | 2,800 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $25.65万 | 0.04% | 3,000 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $25.54万 | 0.04% | 4,600 | 0 | 0.0% | — | 不变 |
| GRNY | TIDAL TRUST I | $25.44万 | 0.04% | 9,202 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $24.34万 | 0.04% | 1,700 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $22.19万 | 0.04% | 394 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $21.13万 | 0.04% | 1,957 | 16 | 0.8% | $1,728 | 重新持有 |
| IAK | ISHARES TR | $0 | 0.00% | 0 | -35,039 | -100.0% | -$449.52万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -9,517 | -100.0% | -$161.47万 | 清仓 |
| ITB | ISHARES TR | $0 | 0.00% | 0 | -12,158 | -100.0% | -$110.09万 | 清仓 |
| KIE | SPDR SERIES TRUST | $0 | 0.00% | 0 | -10,556 | -100.0% | -$58.06万 | 清仓 |