McKinney Capital Management, LLC
HOUSTON TX · SEC CIK 0002133532
$2.54亿2026Q2 申报市值
87持仓数
62.0%前十大占比 · 第一大 19.2%
41 / 0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
QUS 新建仓+$1,935.61万
SMLV 新建仓+$1,003.88万
FLQL 新建仓+$987.44万
LVHI 新建仓+$923.75万
ILMN 新建仓+$915.18万
2026Q2 卖出最多 按季末市值估算
AAPL 减仓-$962.03万
DELL 减仓-$113.00万
HPE 减仓-$48.86万
PWR 减仓-$8.50万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| BUFR | FIRST TR EXCHNG TRADED FD VI | $4,864.34万 | 19.17% | 1,331,602 | 90,685 | 7.3% | $331.27万 | 加仓 |
| QQH | NORTHERN LTS FD TR III | $1,953.03万 | 7.70% | 228,158 | 3,273 | 1.5% | $28.02万 | 加仓 |
| QUS | SPDR SERIES TRUST | $1,935.61万 | 7.63% | 103,585 | 103,585 | — | $1,935.61万 | 新建仓 |
| KLAC | KLA CORP | $1,598.46万 | 6.30% | 52,980 | 7,650 | 16.9% | $230.81万 | 加仓 |
| SMLV | SPDR SERIES TRUST | $1,003.88万 | 3.96% | 63,794 | 63,794 | — | $1,003.88万 | 新建仓 |
| FLQL | FRANKLIN TEMPLETON ETF TR | $987.44万 | 3.89% | 126,142 | 126,142 | — | $987.44万 | 新建仓 |
| LVHI | LEGG MASON ETF INVT | $923.75万 | 3.64% | 227,608 | 227,608 | — | $923.75万 | 新建仓 |
| ILMN | ILLUMINA INC | $915.18万 | 3.61% | 52,049 | 52,049 | — | $915.18万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $796.08万 | 3.14% | 13,704 | 13,704 | — | $796.08万 | 新建仓 |
| MYRG | MYR GROUP INC | $756.80万 | 2.98% | 15,124 | 15,124 | — | $756.80万 | 新建仓 |
| MSFT | MICROSOFT CORP | $718.66万 | 2.83% | 19,266 | 2,466 | 14.7% | $91.99万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $688.60万 | 2.71% | 7,361 | 7,361 | — | $688.60万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC | $217.97万 | 0.86% | 5,052 | -2,619 | -34.1% | -$113.00万 | 减仓 |
| QQQI | NEOS ETF TRUST | $193.87万 | 0.76% | 34,138 | 21,068 | 161.2% | $119.65万 | 加仓 |
| SPYI | NEOS ETF TRUST | $188.21万 | 0.74% | 35,451 | 16,274 | 84.9% | $86.40万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $186.06万 | 0.73% | 41,246 | -10,831 | -20.8% | -$48.86万 | 减仓 |
| BBY | BEST BUY INC | $162.16万 | 0.64% | 21,370 | 3,602 | 20.3% | $27.33万 | 加仓 |
| SWK | STANLEY BLACK & DECKER INC | $156.75万 | 0.62% | 16,654 | 16,654 | — | $156.75万 | 新建仓 |
| PHM | PULTE GROUP INC | $149.53万 | 0.59% | 10,898 | 1,814 | 20.0% | $24.89万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $147.60万 | 0.58% | 12,983 | 12,983 | — | $147.60万 | 新建仓 |
| MO | ALTRIA GROUP INC | $145.35万 | 0.57% | 20,201 | 20,201 | — | $145.35万 | 新建仓 |
| SW | SMURFIT WESTROCK PLC | $144.97万 | 0.57% | 31,337 | 31,337 | — | $144.97万 | 新建仓 |
| GPC | GENUINE PARTS CO | $144.66万 | 0.57% | 12,261 | 12,261 | — | $144.66万 | 新建仓 |
| F | FORD MTR CO | $139.15万 | 0.55% | 100,108 | 100,108 | — | $139.15万 | 新建仓 |
| RF | REGIONS FINANCIAL CORP NEW | $138.99万 | 0.55% | 46,024 | 46,024 | — | $138.99万 | 新建仓 |
| CPB | THE CAMPBELLS COMPANY | $138.82万 | 0.55% | 62,334 | 62,334 | — | $138.82万 | 新建仓 |
| PRU | PRUDENTIAL FINL INC | $138.19万 | 0.54% | 12,804 | 506 | 4.1% | $5.46万 | 加仓 |
| — | EXXON MOBIL CORP | $137.58万 | 0.54% | 10,063 | 3,230 | 47.3% | $44.16万 | 加仓 |
| PGR | PROGRESSIVE CORP | $137.19万 | 0.54% | 6,280 | 6,280 | — | $137.19万 | 新建仓 |
| MET | METLIFE INC | $136.73万 | 0.54% | 16,160 | 16,160 | — | $136.73万 | 新建仓 |
| SNA | SNAP ON INC | $136.70万 | 0.54% | 3,397 | 359 | 11.8% | $14.45万 | 加仓 |
| PAYX | PAYCHEX INC | $136.64万 | 0.54% | 13,896 | 13,896 | — | $136.64万 | 新建仓 |
| KHC | KRAFT HEINZ CO | $135.11万 | 0.53% | 57,201 | 57,201 | — | $135.11万 | 新建仓 |
| EIX | EDISON INTL | $134.38万 | 0.53% | 18,050 | 18,050 | — | $134.38万 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC | $134.03万 | 0.53% | 12,468 | 12,468 | — | $134.03万 | 新建仓 |
| ES | EVERSOURCE ENERGY | $133.54万 | 0.53% | 18,478 | 2,599 | 16.4% | $18.78万 | 加仓 |
| FE | FIRSTENERGY CORP | $133.05万 | 0.52% | 27,987 | 5,247 | 23.1% | $24.94万 | 加仓 |
| HUM | HUMANA INC | $132.83万 | 0.52% | 3,344 | 3,344 | — | $132.83万 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $132.49万 | 0.52% | 3,426 | 3,426 | — | $132.49万 | 新建仓 |
| OKE | ONEOK INC NEW | $132.15万 | 0.52% | 15,200 | 1,575 | 11.6% | $13.69万 | 加仓 |
| HPQ | HP INC | $131.24万 | 0.52% | 59,816 | 59,816 | — | $131.24万 | 新建仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $129.84万 | 0.51% | 19,150 | 19,150 | — | $129.84万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $129.78万 | 0.51% | 22,523 | 2,624 | 13.2% | $15.12万 | 加仓 |
| AES | AES CORP | $129.75万 | 0.51% | 88,507 | 10,561 | 13.5% | $15.48万 | 加仓 |
| EXC | EXELON CORP | $129.31万 | 0.51% | 27,737 | 4,234 | 18.0% | $19.74万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $128.53万 | 0.51% | 52,355 | 14,317 | 37.6% | $35.15万 | 加仓 |
| T | AT&T INC | $128.28万 | 0.51% | 61,972 | 8,460 | 15.8% | $17.51万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $127.23万 | 0.50% | 30,050 | 30,050 | — | $127.23万 | 新建仓 |
| EOG | EOG RES INC | $126.15万 | 0.50% | 9,724 | 1,077 | 12.5% | $13.97万 | 加仓 |
| VTRS | VIATRIS INC | $125.50万 | 0.49% | 79,032 | 79,032 | — | $125.50万 | 新建仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $124.78万 | 0.49% | 8,774 | 3,710 | 73.3% | $52.76万 | 加仓 |
| CAG | CONAGRA BRANDS INC | $122.94万 | 0.48% | 91,341 | 91,341 | — | $122.94万 | 新建仓 |
| OMC | OMNICOM GROUP INC | $121.70万 | 0.48% | 16,710 | 16,710 | — | $121.70万 | 新建仓 |
| DVN | DEVON ENERGY CORP NEW | $119.74万 | 0.47% | 28,978 | 3,195 | 12.4% | $13.20万 | 加仓 |
| CF | CF INDUSTRIES HOLD | $119.70万 | 0.47% | 11,057 | 2,172 | 24.4% | $23.51万 | 加仓 |
| MOS | MOSAIC CO | $119.41万 | 0.47% | 56,352 | 56,352 | — | $119.41万 | 新建仓 |
| PFE | PFIZER INC | $115.95万 | 0.46% | 48,152 | 48,152 | — | $115.95万 | 新建仓 |
| COP | CONOCOPHILLIPS | $114.93万 | 0.45% | 11,055 | 1,286 | 13.2% | $13.37万 | 加仓 |
| FDX | FEDEX CORP | $108.22万 | 0.43% | 3,456 | 279 | 8.8% | $8.74万 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $100.44万 | 0.40% | 19,076 | 2,960 | 18.4% | $15.58万 | 加仓 |
| DOW | DOW HLDGS INC | $99.58万 | 0.39% | 36,398 | 4,666 | 14.7% | $12.77万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $96.65万 | 0.38% | 7,767 | 7,767 | — | $96.65万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $95.06万 | 0.37% | 1,273 | 119 | 10.3% | $8.89万 | 加仓 |
| LEN | LENNAR CORP | $94.30万 | 0.37% | 10,421 | 10,421 | — | $94.30万 | 新建仓 |
| APA | APA CORPORATION | $89.14万 | 0.35% | 27,368 | 1,465 | 5.7% | $4.77万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $87.41万 | 0.34% | 6,560 | 783 | 13.6% | $10.43万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $85.87万 | 0.34% | 4,478 | 507 | 12.8% | $9.72万 | 加仓 |
| WAB | WABTEC | $85.17万 | 0.34% | 3,159 | 1,643 | 108.4% | $44.30万 | 加仓 |
| TAP | MOLSON COORS BEVERAGE CO | $84.51万 | 0.33% | 21,691 | 21,691 | — | $84.51万 | 新建仓 |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | $76.45万 | 0.30% | 27,373 | 213 | 0.8% | $5,949 | 加仓 |
| PWR | QUANTA SVCS INC | $63.72万 | 0.25% | 885 | -118 | -11.8% | -$8.50万 | 减仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $60.04万 | 0.24% | 15,288 | 1,733 | 12.8% | $6.81万 | 加仓 |
| CAT | CATERPILLAR INC | $59.63万 | 0.23% | 560 | 2 | 0.4% | $2,130 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $59.13万 | 0.23% | 7,294 | 806 | 12.4% | $6.53万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $54.88万 | 0.22% | 12,721 | 1,558 | 14.0% | $6.72万 | 加仓 |
| LGH | NORTHERN LTS FD TR III | $51.17万 | 0.20% | 8,025 | 680 | 9.3% | $4.34万 | 加仓 |
| ABBV | ABBVIE INC | $50.73万 | 0.20% | 2,016 | 2,016 | — | $50.73万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $45.19万 | 0.18% | 3,303 | 447 | 15.7% | $6.12万 | 加仓 |
| — | ETF OPPORTUNITIES TRUST | $44.02万 | 0.17% | 8,072 | 8,072 | — | $44.02万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $43.09万 | 0.17% | 1,085 | 1,085 | — | $43.09万 | 新建仓 |
| — | DBX ETF TR | $40.05万 | 0.16% | 3,850 | 3,850 | — | $40.05万 | 新建仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $38.68万 | 0.15% | 8,696 | 136 | 1.6% | $6,049 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $36.63万 | 0.14% | 732 | 732 | — | $36.63万 | 新建仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $29.59万 | 0.12% | 8,396 | 182 | 2.2% | $6,414 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $23.99万 | 0.09% | 853 | 0 | 0.0% | — | 不变 |
| FDXF | FEDEX FGHT HLDG CO INC | $22.24万 | 0.09% | 1,473 | 1,473 | — | $22.24万 | 新建仓 |
| AAPL | APPLE INC | $20.75万 | 0.08% | 717 | -33,247 | -97.9% | -$962.03万 | 减仓 |