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McDonald Partners LLC

SEC CIK
0001331074
最新申報
2026/7/28

2022 年第 1 季持倉

持倉截至 2022/3/31,2022/4/29 申報。只含多頭部位,變化是跟 2021 年第 4 季比股數。

機構總覽
持股檔數
307
較 2021 年第 4 季 −239
總值
$4.58 億
較 2021 年第 4 季 +$3.50 億 (+324.6%)
申報日
2022/4/29
SEC
McDonald Partners LLC 在 2022 年第 1 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
AAPLApple Inc.Stock115,510$2,017 萬4.4%+115,491+607,847.4%加碼歷史
MSFTMicrosoft CorpStock63,580$1,960 萬4.3%+63,557+276,334.8%加碼歷史
BRK.BBerkshire Hathaway IncStock28,395$1,002 萬2.2%+28,395新進歷史
CVXChevron CorpStock47,856$779.2 萬1.7%+47,796+79,660.0%加碼歷史
Vanguard S&P 500 ETF922908363ETF18,402$764.0 萬1.7%+15,476+528.9%加碼–
JPMJPMorgan Chase & CoStock54,664$745.2 萬1.6%+54,664新進歷史
ETNEaton Corp plcStock47,866$726.4 萬1.6%+47,866新進歷史
PFEPfizer IncStock123,364$638.7 萬1.4%+123,311+232,662.3%加碼歷史
RTXRTX CorpStock64,425$638.3 萬1.4%+64,425新進歷史
Vanguard Dividend Appreciation ETF921908844ETF38,083$617.6 萬1.3%+38,047+105,686.1%加碼–
LHXL3HARRIS Technologies, Inc.Stock24,722$614.3 萬1.3%+24,722新進歷史
iShares Core MSCI Eafe ETF46432F842ETF80,698$560.9 萬1.2%+79,902+10,037.9%加碼–
ADBEAdobe Inc.Stock11,906$542.5 萬1.2%+11,904+595,200.0%加碼歷史
iShares Tr464287150CORE S&P TTL STK53,301$538.0 萬1.2%+53,301新進–
XOMExxonMobil Holdings CorpCOM63,321$523.0 萬1.1%+63,218+61,376.7%加碼歷史
CVSCVS Health CorpStock51,608$522.3 萬1.1%+51,608新進歷史
JNJJohnson & JohnsonStock28,565$506.3 萬1.1%+28,565新進歷史
AMGNAmgen IncStock20,900$505.4 萬1.1%+20,886+149,185.7%加碼歷史
DISWalt Disney CoStock36,046$494.4 萬1.1%+36,046新進歷史
TMOThermo Fisher Scientific Inc.Stock7,668$452.9 萬1.0%+7,636+23,862.5%加碼歷史
PEPPepsiCo IncStock26,959$451.2 萬1.0%+26,950+299,444.4%加碼歷史
CSCOCisco Systems, Inc.Stock80,194$447.2 萬1.0%+80,194新進歷史
AMZNAmazon Com IncStock1,299$423.5 萬0.9%+1,292+18,457.1%加碼歷史
SPYSPDR S&P 500 ETF TrustETF9,354$422.5 萬0.9%+9,071+3,205.3%加碼歷史
iShares Core S&P Small Cap ETF464287804ETF37,941$409.3 萬0.9%+36,613+2,757.0%加碼–
UPSUnited Parcel Service IncStock18,814$403.5 萬0.9%+18,814新進歷史
iShares Tr46434V878ULTRA SHORT DUR79,096$396.7 萬0.9%+79,096新進–
HONHoneywell International IncCOM20,330$395.6 萬0.9%+20,330新進歷史
iShares Core S&P Mid-Cap ETF464287507ETF14,354$385.2 萬0.8%+14,354新進–
iShares Core S&P U.S. Growth ETF464287671ETF36,031$380.7 萬0.8%+36,031新進–
SJMJ M SMUCKER CoStock26,098$353.4 萬0.8%+26,098新進歷史
SHWSherwin Williams CoCOM14,022$350.0 萬0.8%+14,019+467,300.0%加碼歷史
PNRPENTAIR plcSHS62,001$336.1 萬0.7%+62,001新進歷史
ORCLOracle CorpStock40,147$332.1 萬0.7%+40,147新進歷史
ACNAccenture plcStock9,776$329.7 萬0.7%+9,776新進歷史
TSCOTractor Supply CoCOM13,975$326.1 萬0.7%+13,975新進歷史
GOOGAlphabet Inc.Stock1,117$312.0 萬0.7%+408+57.5%加碼歷史
PSXPhillips 66Stock35,891$310.1 萬0.7%+35,891新進歷史
ABBVAbbVie Inc.Stock18,550$300.7 萬0.7%+18,494+33,025.0%加碼歷史
TXNTexas Instruments IncStock16,190$297.1 萬0.6%+16,190新進歷史
ILMNIllumina, Inc.COM8,085$282.5 萬0.6%+8,034+15,752.9%加碼歷史
iShares Tips Bond ETF464287176ETF22,174$276.2 萬0.6%+20,839+1,561.0%加碼–
IBMInternational Business Machines CorpStock21,077$274.0 萬0.6%+21,077新進歷史
iShares Core MSCI Emerging Markets ETF46434G103ETF49,164$273.1 萬0.6%+49,027+35,786.1%加碼–
ROKURoku, IncCOM CL A21,601$270.6 萬0.6%+21,601新進歷史
NVDANVIDIA CorpStock9,906$270.3 萬0.6%+7,906+395.3%加碼歷史
GILDGilead Sciences, Inc.Stock45,470$270.3 萬0.6%+45,393+58,951.9%加碼歷史
UNHUnitedHealth Group IncStock5,220$266.2 萬0.6%+3,618+225.8%加碼歷史
First Tr Exchange-Traded FD33734H106SHS62,601$264.8 萬0.6%+62,601新進–
iShares Core S&P 500 ETF464287200ETF5,691$258.2 萬0.6%+3,843+208.0%加碼–
iShares Inc464286392MSCI WORLD ETF19,300$247.3 萬0.5%+19,300新進–
VZVerizon Communications IncStock48,501$247.1 萬0.5%+48,411+53,790.0%加碼歷史
USBUS Bancorp DECOM NEW45,962$244.3 萬0.5%+45,911+90,021.6%加碼歷史
MARMarriott International IncStock13,066$229.6 萬0.5%+13,066新進歷史
BF.BBrown Forman CorpStock33,989$227.8 萬0.5%+33,989新進歷史
LMTLockheed Martin CorpStock5,091$224.7 萬0.5%+5,087+127,175.0%加碼歷史
VFCV F CorpStock39,023$221.9 萬0.5%+39,023新進歷史
NEENextera Energy IncStock25,825$218.8 萬0.5%+25,825新進歷史
PGProcter & Gamble CoStock14,119$215.7 萬0.5%+2,419+20.7%加碼歷史
MRKMerck & Co., Inc.Stock25,943$212.9 萬0.5%+25,875+38,051.5%加碼歷史
AMBAAmbarella IncSHS20,171$211.6 萬0.5%+20,171新進歷史
LVSLas Vegas Sands CorpCOM53,755$208.9 萬0.5%+53,755新進歷史
CCICrown Castle Inc.REIT11,298$208.6 萬0.5%+11,274+46,975.0%加碼歷史
GOOGLAlphabet Inc.Stock746$207.5 萬0.5%+745+74,500.0%加碼歷史
CLFCleveland-Cliffs Inc.COM63,150$203.4 萬0.4%+62,320+7,508.4%加碼歷史
METAMeta Platforms, Inc.Stock8,805$195.8 萬0.4%+8,796+97,733.3%加碼歷史
INTCIntel CorpStock39,133$193.9 萬0.4%+39,133新進歷史
BXBlackstone Inc.COM15,272$193.9 萬0.4%+15,272新進歷史
LITELumentum Holdings Inc.COM19,023$185.7 萬0.4%+19,023新進歷史
COPConocoPhillipsStock18,560$185.6 萬0.4%+18,560新進歷史
iShares Russell 1000 Value ETF464287598ETF10,942$181.6 萬0.4%+10,682+4,108.5%加碼–
iShares Core U.S. Aggregate Bond ETF464287226ETF16,776$179.7 萬0.4%+15,989+2,031.6%加碼–
HYHyster-Yale, Inc.CL A53,236$176.8 萬0.4%+53,236新進歷史
MMM3M CoStock11,767$175.2 萬0.4%+11,756+106,872.7%加碼歷史
MCDMcDonalds CorpStock7,082$175.1 萬0.4%+7,082新進歷史
HDHome Depot, Inc.Stock5,834$174.6 萬0.4%+5,834新進歷史
Vanguard Scottsdale FDS92206C714VNG RUS1000VAL23,305$169.7 萬0.4%+21,908+1,568.2%加碼–
ABTAbbott LaboratoriesStock14,243$168.6 萬0.4%+14,243新進歷史
CFBKCF Bankshares Inc.COM73,151$163.1 萬0.4%+73,151新進歷史
QCOMQualcomm IncStock10,615$162.2 萬0.4%+10,518+10,843.3%加碼歷史
UNPUnion Pacific CorpStock5,908$161.4 萬0.4%+5,906+295,300.0%加碼歷史
AMTAmerican Tower CorpREIT6,411$161.0 萬0.4%+6,368+14,809.3%加碼歷史
LOWLowes Companies IncStock7,878$159.3 萬0.3%+7,878新進歷史
BDXBecton Dickinson & CoStock5,940$158.0 萬0.3%+5,940新進歷史
MSMorgan StanleyStock17,912$156.5 萬0.3%+17,912新進歷史
ITGartner IncCOM5,184$154.2 萬0.3%+5,182+259,100.0%加碼歷史
GSGoldman Sachs Group IncStock4,668$154.1 萬0.3%+4,668新進歷史
KOCoca Cola CoStock24,614$152.6 萬0.3%+24,587+91,063.0%加碼歷史
Invesco Exch Traded FD Tr II46138E511PFD ETF112,114$152.1 萬0.3%+112,114新進–
ADPAutomatic Data Processing IncStock6,675$151.9 萬0.3%+6,675新進歷史
VODVodafone Group Public Ltd CoADR90,848$151.0 萬0.3%+90,596+35,950.8%加碼歷史
WMTWalmart Inc.Stock9,967$148.4 萬0.3%+9,967新進歷史
PKGPackaging Corp of AmericaStock9,332$145.7 萬0.3%+9,332新進歷史
LINLinde PLCSHS4,559$145.6 萬0.3%+4,557+227,850.0%加碼歷史
BLKBlackRock, Inc.COM1,889$144.3 萬0.3%+1,889新進歷史
AFLAflac IncStock22,097$142.3 萬0.3%+22,097新進歷史
COSTCostco Wholesale CorpStock2,462$141.8 萬0.3%+2,462新進歷史
Invesco QQQ Trust Series I46090E103ETF3,885$140.9 萬0.3%+1,773+83.9%加碼–
WMWaste Management IncStock8,858$140.4 萬0.3%+8,858新進歷史
EMREmerson Electric CoStock14,284$140.1 萬0.3%+14,284新進歷史

2021 年第 4 季之後清倉(437 檔)

2021 年第 4 季季末還持有、這份申報已經沒有的部位。

依上一季市值列出前 100 檔,共 437 檔。

McDonald Partners LLC 在 2021 年第 4 季之後清倉的部位
證券類別2021 年第 4 季股數2021 年第 4 季市值2021 年第 4 季佔組合 %紀錄
Invesco Exch TRD SLF Idx FD46138J833BULSHS 2024 HY255,317$637.8 萬5.9%–
VanEck ETF Trust92189F437FALLEN ANGEL HG149,564$493.1 萬4.6%–
iShares Tr46435G474FALN ANGLS USD153,941$461.4 萬4.3%–
SPDR Series Trust78468R408ST TERM HIGH ETF158,723$430.9 萬4.0%–
Vanguard Information Technology ETF92204A702ETF9,103$417.1 萬3.9%–
Vanguard Industrials ETF92204A603ETF18,349$372.4 萬3.4%–
State Street Real Estate Select Sector SPDR ETF81369Y860ETF55,202$286.0 萬2.6%–
Kraneshares Tr500767736QUADRTC INT RT94,417$253.5 萬2.3%–
State Street Industrial Select Sector SPDR ETF81369Y704ETF22,571$238.8 萬2.2%–
State Street Materials Select Sector SPDR ETF81369Y100ETF25,757$233.4 萬2.2%–
State Street SPDR S&P Regional Banking ETF78464A698ETF32,843$232.7 萬2.2%–
Vanguard Consumer Staples ETF92204A207ETF11,604$231.9 萬2.1%–
Invesco Exch Traded FD Tr II46138E263S&P GBL WATER32,400$196.4 萬1.8%–
Schwab US Dividend Equity ETF808524797ETF20,722$167.5 萬1.6%–
Janus Detroit STR Tr47103U886HENDRSN SHRT ETF31,300$155.1 萬1.4%–
iShares U.S. Medical Devices ETF464288810ETF22,227$146.4 萬1.4%–
iShares Semiconductor ETF464287523ETF2,435$132.1 萬1.2%–
Vanguard Whitehall FDS921946810INTL DVD ETF14,837$126.7 萬1.2%–
Vanguard Utilities ETF92204A876ETF8,100$126.7 萬1.2%–
Invesco Exch TRD SLF Idx FD46138J817BULSHS 2025 HY49,000$120.3 萬1.1%–
iShares Tr46429B7470-5 YR TIPS ETF8,600$91.1 萬0.8%–
iShares Tr46434V1000-5YR INVT GR CP17,199$87.8 萬0.8%–
FFord Motor CoStock41,003$85.2 萬0.8%歷史
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF10,040$77.4 萬0.7%–
Vanguard Consumer Discretionary ETF92204A108ETF2,220$75.6 萬0.7%–
iShares Tr46435G425ESG AWR MSCI USA6,947$75.0 萬0.7%–
SCHWSchwab Charles CorpStock8,700$73.2 萬0.7%歷史
iShares Tr464287721U.S. TECH ETF6,100$70.0 萬0.6%–
State Street Technology Select Sector SPDR ETF81369Y803ETF3,900$67.8 萬0.6%–
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF3,100$63.4 萬0.6%–
CGCarlyle Group Inc.COM10,600$58.2 萬0.5%歷史
WisdomTree Tr97717X628FLOATNG RAT TREA22,805$57.2 萬0.5%–
AVBAvalonbay Communities IncCOM2,100$53.0 萬0.5%歷史
MRVLMarvell Technology, Inc.COM6,032$52.8 萬0.5%歷史
Vanguard Admiral FDS Inc921932794SMLCP 600 GRTH1,900$45.4 萬0.4%–
Vanguard Communication Services ETF92204A884ETF2,900$39.3 萬0.4%–
iShares Tr464288877EAFE VALUE ETF6,719$33.9 萬0.3%–
iShares Tr464288885EAFE GRWTH ETF2,945$32.5 萬0.3%–
iShares Tr46434V613CORE UNIVRSL USD5,775$30.6 萬0.3%–
Vanguard Mortgage-Backed Securities ETF92206C771ETF4,831$25.5 萬0.2%–
Fidelity MSCI Health Care Index ETF316092600ETF3,615$24.8 萬0.2%–
Global X FDS37954Y889S&P 500 CATHOLIC4,126$24.3 萬0.2%–
Fidelity Covington Trust316092303CONSMR STAPLES4,766$22.2 萬0.2%–
Invesco Exch TRD SLF Idx FD46138J866BULSHS 2023 CB9,183$19.7 萬0.2%–
Northern LTS FD Tr IV66538H534INSPIRE 100 ETF4,609$18.2 萬0.2%–
iShares Tr464287622RUS 1000 ETF567$15.0 萬0.1%–
Vanguard Total International Bond ETF92203J407ETF2,638$14.6 萬0.1%–
Ssga Active Tr78470P408STATE STREET US2,959$13.9 萬0.1%–
iShares Tr46432F388MSCI USA VALUE1,257$13.8 萬0.1%–
iShares Tr464287754US INDUSTRIALS1,177$13.3 萬0.1%–
Fidelity High Dividend ETF316092840ETF3,248$13.1 萬0.1%–
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF3,509$12.8 萬0.1%–
Vanguard Short-Term Bond ETF921937827ETF1,439$11.6 萬0.1%–
iShares Inc46434G863ESG AWR MSCI EM2,833$11.3 萬0.1%–
iShares Tr464287291GLOBAL TECH ETF1,726$11.1 萬0.1%–
Northern LTS FD Tr IV66538H658INSPIRE GBL HOPE2,865$10.9 萬0.1%–
iShares Tr464287333GLOBAL FINLS ETF1,075$8.61 萬0.1%–
Fidelity Covington Trust316092857MSCI RL EST ETF2,327$8.08 萬0.1%–
iShares Tr464288588MBS ETF748$8.04 萬0.1%–
iShares Tr464287796U.S. ENERGY ETF2,641$7.95 萬0.1%–
Vanguard BD Index FDS921937793LONG TERM BOND769$7.92 萬0.1%–
Fidelity Covington Trust316092709MSCI INDL INDX1,382$7.77 萬0.1%–
Schwab Fundamental U.S. Large Company ETF808524771ETF1,235$7.24 萬0.1%–
Northern LTS FD Tr III66538R748HCM DEFND 1001,280$7.22 萬0.1%–
Northern LTS FD Tr III66538R730HCM DEFEN 5001,522$7.03 萬0.1%–
Vanguard Star FDS921909768VG TL INTL STK F1,081$6.87 萬0.1%–
iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853ETF2,188$6.76 萬0.1%–
Vanguard Intermediate-Term Bond ETF921937819ETF650$5.69 萬0.1%–
Northern LTS FD Tr IV66538H633INSPIRE CORP BD1,944$5.00 萬<0.1%–
iShares Tr46436E619ESG ADVAN ETF1,000$4.94 萬<0.1%–
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF528$4.90 萬<0.1%–
DVNDevon Energy CorpStock964$4.25 萬<0.1%歷史
ODFLOld Dominion Freight Line, Inc.COM115$4.12 萬<0.1%歷史
DHRDanaher CorpStock121$3.98 萬<0.1%歷史
iShares Tr464288513IBOXX HI YD ETF443$3.85 萬<0.1%–
State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847ETF737$3.67 萬<0.1%–
iShares Inc464286608MSCI EURZONE ETF719$3.52 萬<0.1%–
SPDR Index Shs FDS78463X103PORTFLO EURP ETF823$3.51 萬<0.1%–
DBX ETF Tr233051432XTRACK USD HIGH878$3.50 萬<0.1%–
FTNTFortinet, Inc.Stock95$3.41 萬<0.1%歷史
iShares Tr46428743220 YR TR BD ETF230$3.40 萬<0.1%–
SIVBSVB Financial GroupCOM49$3.32 萬<0.1%歷史
ZBRAZebra Technologies CorpCL A53$3.15 萬<0.1%歷史
iShares Tr464288281JPMORGAN USD EMG281$3.06 萬<0.1%–
iShares U.S. Healthcare Providers ETF464288828ETF102$2.96 萬<0.1%–
CRLCharles River Laboratories International, Inc.COM74$2.79 萬<0.1%歷史
SPDR Index Shs FDS78463X871ST INTL CAP ETF660$2.49 萬<0.1%–
LPXLouisiana-Pacific CorpCOM309$2.42 萬<0.1%歷史
EXRExtra Space Storage Inc.COM104$2.36 萬<0.1%歷史
SPDR Series Trust78468R622ST BLOO HIGH ETF216$2.35 萬<0.1%–
BBWIBath & Body Works, Inc.COM332$2.32 萬<0.1%歷史
SGISomnigroup International Inc.COM484$2.28 萬<0.1%歷史
iShares Tr46436E767ESG MSCI USA ETF575$2.27 萬<0.1%–
WSTWest Pharmaceutical Services IncCOM48$2.25 萬<0.1%歷史
AJGArthur J. Gallagher & Co.COM128$2.17 萬<0.1%歷史
ISRGIntuitive Surgical IncCOM NEW60$2.16 萬<0.1%歷史
TTTrane Technologies plcSHS104$2.10 萬<0.1%歷史
KMIKinder Morgan, Inc.Stock1,319$2.09 萬<0.1%歷史
TECHBIO-TECHNE CorpCOM40$2.07 萬<0.1%歷史
MAMastercard IncStock57$2.05 萬<0.1%歷史