McDonald Partners LLC
- SEC CIK
- 0001331074
- 最新申報
- 2026/7/28
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/11/12 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 223
- 較 2025 年第 2 季 −25
- 總值
- $3.35 億
- 較 2025 年第 2 季 −$8,120 萬 (−19.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 31,917 | $1,653 萬 | 4.9% | −13,300−29.4% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 38,700 | $1,448 萬 | 4.3% | −989−2.5% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 46,935 | $1,195 萬 | 3.6% | −21,386−31.3% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 30,955 | $976.4 萬 | 2.9% | −6,718−17.8% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 18,824 | $946.4 萬 | 2.8% | −143−0.8% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 29,249 | $822.6 萬 | 2.5% | −2,769−8.6% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 12,869 | $788.1 萬 | 2.4% | +297+2.4% | 加碼 | – |
| RTXRTX Corp | Stock | 38,454 | $643.5 萬 | 1.9% | −11,482−23.0% | 減碼 | 歷史 |
| PNRPENTAIR plc | SHS | 51,585 | $571.4 萬 | 1.7% | −1,534−2.9% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 30,299 | $565.3 萬 | 1.7% | −13,391−30.7% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 16,556 | $546.2 萬 | 1.6% | −7,959−32.5% | 減碼 | 歷史 |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 32,033 | $527.1 萬 | 1.6% | 00.0% | 不變 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 7,822 | $521.1 萬 | 1.6% | +42+0.5% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 17,671 | $498.7 萬 | 1.5% | −3,465−16.4% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 19,589 | $453.6 萬 | 1.4% | −3,327−14.5% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 21,080 | $443.8 萬 | 1.3% | −2,690−11.3% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 26,931 | $418.2 萬 | 1.2% | −5,912−18.0% | 減碼 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 13,517 | $412.9 萬 | 1.2% | −3,643−21.2% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 14,540 | $410.2 萬 | 1.2% | −3,288−18.4% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 19,660 | $364.6 萬 | 1.1% | −7,654−28.0% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 8,892 | $360.4 萬 | 1.1% | −1,006−10.2% | 減碼 | 歷史 |
| TSCOTractor Supply Co | COM | 63,178 | $359.3 萬 | 1.1% | +664+1.1% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 49,762 | $340.5 萬 | 1.0% | −19,182−27.8% | 減碼 | 歷史 |
| CRHCRH Public Ltd Co | ORD | 27,490 | $329.6 萬 | 1.0% | +27,490 | 新進 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 6,744 | $327.1 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| MWAMueller Water Products, Inc. | COM SER A | 126,100 | $321.8 萬 | 1.0% | +15,130+13.6% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 13,816 | $303.4 萬 | 0.9% | −12,163−46.8% | 減碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 26,945 | $299.1 萬 | 0.9% | +3,778+16.3% | 加碼 | 歷史 |
| PSXPhillips 66 | Stock | 21,943 | $298.5 萬 | 0.9% | −10,130−31.6% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 3,737 | $297.6 萬 | 0.9% | −195−5.0% | 減碼 | 歷史 |
| SJMJ M SMUCKER Co | Stock | 26,955 | $292.7 萬 | 0.9% | −10,757−28.5% | 減碼 | 歷史 |
| MARMarriott International Inc | Stock | 11,234 | $292.6 萬 | 0.9% | −225−2.0% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 8,204 | $289.4 萬 | 0.9% | −60−0.7% | 減碼 | 歷史 |
| LITELumentum Holdings Inc. | COM | 17,435 | $283.7 萬 | 0.8% | −25−0.1% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 11,512 | $280.5 萬 | 0.8% | −14,457−55.7% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 4,366 | $262.2 萬 | 0.8% | −121−2.7% | 減碼 | – |
| CCitigroup Inc | Stock | 25,260 | $256.4 萬 | 0.8% | +2,101+9.1% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 24,023 | $251.1 萬 | 0.7% | +1,615+7.2% | 加碼 | – |
| TXNTexas Instruments Inc | Stock | 13,355 | $245.4 萬 | 0.7% | −4,355−24.6% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 21,224 | $239.3 萬 | 0.7% | −24,738−53.8% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 39,054 | $223.0 萬 | 0.7% | +2,984+8.3% | 加碼 | – |
| ACNAccenture plc | Stock | 8,768 | $216.3 萬 | 0.6% | −1,923−18.0% | 減碼 | 歷史 |
| FERGFerguson Enterprises Inc. | COMMON STOCK NEW | 9,085 | $204.0 萬 | 0.6% | +4,150+84.1% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 74,107 | $188.8 萬 | 0.6% | −42,689−36.6% | 減碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 38,441 | $185.8 萬 | 0.6% | −16,293−29.8% | 減碼 | 歷史 |
| HBANHuntington Bancshares Inc | COM | 106,914 | $184.6 萬 | 0.6% | +13,207+14.1% | 加碼 | 歷史 |
| ROKURoku, Inc | COM CL A | 18,325 | $183.5 萬 | 0.5% | +225+1.2% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 64,258 | $181.5 萬 | 0.5% | +1,281+2.0% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 10,716 | $178.3 萬 | 0.5% | +535+5.3% | 加碼 | 歷史 |
| XYLXylem Inc. | COM | 11,758 | $173.5 萬 | 0.5% | −5,408−31.5% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 7,108 | $172.8 萬 | 0.5% | −1,153−14.0% | 減碼 | 歷史 |
| HYHyster-Yale, Inc. | CL A | 46,545 | $171.6 萬 | 0.5% | +1,076+2.4% | 加碼 | 歷史 |
| Siren ETF Tr829658301 | DIVCN LDRS ETF | 21,903 | $166.7 萬 | 0.5% | −280−1.3% | 減碼 | – |
| PGRProgressive Corp | Stock | 6,585 | $162.6 萬 | 0.5% | −2,368−26.4% | 減碼 | 歷史 |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 27,850 | $160.2 萬 | 0.5% | −1,347−4.6% | 減碼 | – |
| CMICummins Inc | Stock | 3,757 | $158.7 萬 | 0.5% | −363−8.8% | 減碼 | 歷史 |
| NDSNNordson Corp | COM | 6,950 | $157.7 萬 | 0.5% | +400+6.1% | 加碼 | 歷史 |
| AMBAAmbarella Inc | SHS | 19,096 | $157.6 萬 | 0.5% | −150−0.8% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 35,146 | $154.5 萬 | 0.5% | −44,224−55.7% | 減碼 | 歷史 |
| CFBKCF Bankshares Inc. | COM | 64,151 | $153.6 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| PEPPepsiCo Inc | Stock | 10,830 | $152.1 萬 | 0.5% | −7,566−41.1% | 減碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 15,028 | $150.7 萬 | 0.4% | +1,428+10.5% | 加碼 | – |
| FCXFreeport-McMoran Inc | Stock | 38,178 | $149.7 萬 | 0.4% | +8,093+26.9% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 19,327 | $145.9 萬 | 0.4% | −16,302−45.8% | 減碼 | 歷史 |
| JCIJohnson Controls International plc | Stock | 13,227 | $145.4 萬 | 0.4% | −4,985−27.4% | 減碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 14,690 | $139.8 萬 | 0.4% | +65+0.4% | 加碼 | – |
| PNCPNC Financial Services Group, Inc. | Stock | 6,920 | $139.0 萬 | 0.4% | −206−2.9% | 減碼 | 歷史 |
| Calamos ETF Tr12811T571 | AUTOC INCOM ETF | 50,000 | $137.3 萬 | 0.4% | +50,000 | 新進 | – |
| MSIMotorola Solutions, Inc. | Stock | 2,922 | $133.6 萬 | 0.4% | −25−0.8% | 減碼 | 歷史 |
| LRCXLam Research Corp | Stock | 9,955 | $133.3 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 3,813 | $131.7 萬 | 0.4% | +115+3.1% | 加碼 | 歷史 |
| ITGartner Inc | COM | 4,850 | $127.5 萬 | 0.4% | +25+0.5% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 15,208 | $127.0 萬 | 0.4% | −5,186−25.4% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 1,039 | $124.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,649 | $121.3 萬 | 0.4% | −4,564−73.5% | 減碼 | 歷史 |
| WDFCWD 40 Co | COM | 5,892 | $116.4 萬 | 0.3% | −25−0.4% | 減碼 | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 14,490 | $112.9 萬 | 0.3% | −2,317−13.8% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 13,431 | $112.7 萬 | 0.3% | −1,286−8.7% | 減碼 | 歷史 |
| SILASila Realty Trust, Inc. | COMMON STOCK | 44,806 | $112.5 萬 | 0.3% | −3,690−7.6% | 減碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 6,852 | $111.1 萬 | 0.3% | −52−0.8% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 8,130 | $108.9 萬 | 0.3% | −7,857−49.1% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 9,479 | $108.6 萬 | 0.3% | −7,644−44.6% | 減碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 5,518 | $106.3 萬 | 0.3% | −188−3.3% | 減碼 | 歷史 |
| AFLAflac Inc | Stock | 9,344 | $104.4 萬 | 0.3% | −13,911−59.8% | 減碼 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 12,387 | $102.8 萬 | 0.3% | +704+6.0% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 6,279 | $96.5 萬 | 0.3% | −4,901−43.8% | 減碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 15,729 | $94.3 萬 | 0.3% | +1,480+10.4% | 加碼 | – |
| JJacobs Solutions Inc. | COM | 6,176 | $92.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| APOApollo Global Management, Inc. | COM | 6,873 | $91.6 萬 | 0.3% | −148−2.1% | 減碼 | 歷史 |
| HTGCHercules Capital, Inc. | COM | 48,000 | $90.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| SPDR Index Shs FDS78463X418 | ST STR MSCI WLD | 6,375 | $89.5 萬 | 0.3% | 00.0% | 不變 | – |
| BXBlackstone Inc. | COM | 5,226 | $89.3 萬 | 0.3% | −73−1.4% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 4,019 | $88.7 萬 | 0.3% | −97−2.4% | 減碼 | 歷史 |
| First Tr Exch Traded FD III33740J104 | ULTRA SHT DUR MU | 43,500 | $87.4 萬 | 0.3% | 00.0% | 不變 | – |
| WMTWalmart Inc. | Stock | 8,223 | $84.7 萬 | 0.3% | −20,337−71.2% | 減碼 | 歷史 |
| KEYKeycorp | COM | 44,630 | $83.4 萬 | 0.2% | +12,849+40.4% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 4,550 | $83.0 萬 | 0.2% | −1,500−24.8% | 減碼 | 歷史 |
| UHALU-Haul Holding Co | COM | 14,525 | $82.9 萬 | 0.2% | −300−2.0% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,084 | $82.7 萬 | 0.2% | +395+57.3% | 加碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 5,546 | $81.1 萬 | 0.2% | +24+0.4% | 加碼 | 歷史 |
2025 年第 2 季之後清倉（36 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 2 季股數 | 2025 年第 2 季市值 | 2025 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| LMTLockheed Martin Corp | Stock | 2,392 | $112.4 萬 | 0.3% | 歷史 |
| HSBCHSBC Holdings PLC | SPON ADR NEW | 18,334 | $111.5 萬 | 0.3% | 歷史 |
| PAYXPaychex Inc | Stock | 7,497 | $109.8 萬 | 0.3% | 歷史 |
| ESEversource Energy | Stock | 15,507 | $99.0 萬 | 0.2% | 歷史 |
| CLColgate Palmolive Co | Stock | 10,548 | $96.4 萬 | 0.2% | 歷史 |
| UBERUber Technologies, Inc | Stock | 9,001 | $84.0 萬 | 0.2% | 歷史 |
| MPLXMPLX LP | COM UNIT REP LTD | 16,248 | $83.7 萬 | 0.2% | 歷史 |
| DKNGDraftKings Inc. | Stock | 19,283 | $82.7 萬 | 0.2% | 歷史 |
| MLCOMelco Resorts & Entertainment LTD | ADR | 92,086 | $66.6 萬 | 0.2% | 歷史 |
| CCICrown Castle Inc. | REIT | 6,411 | $66.2 萬 | 0.2% | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 35,192 | $63.8 萬 | 0.2% | 歷史 |
| CLXClorox Co | Stock | 4,724 | $57.1 萬 | 0.1% | 歷史 |
| PPGPPG Industries Inc | Stock | 4,928 | $56.4 萬 | 0.1% | 歷史 |
| WENWendy's Co | Stock | 45,654 | $52.1 萬 | 0.1% | 歷史 |
| TGTTarget Corp | Stock | 4,899 | $48.5 萬 | 0.1% | 歷史 |
| CRMSalesforce, Inc. | Stock | 1,745 | $47.7 萬 | 0.1% | 歷史 |
| ATOAtmos Energy Corp | COM | 2,831 | $43.9 萬 | 0.1% | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 833 | $41.7 萬 | 0.1% | 歷史 |
| BABoeing Co | Stock | 1,796 | $37.6 萬 | 0.1% | 歷史 |
| BIDUBaidu, Inc. | ADR | 4,088 | $35.1 萬 | 0.1% | 歷史 |
| BF.BBrown Forman Corp | Stock | 12,510 | $33.7 萬 | 0.1% | 歷史 |
| SWSmurfit Westrock plc | Stock | 7,500 | $32.4 萬 | 0.1% | 歷史 |
| GEVGE Vernova Inc. | Stock | 566 | $29.9 萬 | 0.1% | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 2,348 | $25.9 萬 | 0.1% | – |
| SYKStryker Corp | Stock | 646 | $25.7 萬 | 0.1% | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 3,926 | $25.1 萬 | 0.1% | – |
| GFFGriffon Corp | COM | 3,310 | $24.0 萬 | 0.1% | 歷史 |
| SHELShell plc | ADR | 3,293 | $23.2 萬 | 0.1% | 歷史 |
| SANBanco Santander, S.A. | ADR | 26,200 | $21.7 萬 | 0.1% | 歷史 |
| ECLEcolab Inc. | Stock | 772 | $20.9 萬 | 0.1% | 歷史 |
| TSLATesla, Inc. | Stock | 650 | $20.6 萬 | <0.1% | 歷史 |
| Paramount Global92556H206 | CL B | 12,139 | $15.7 萬 | <0.1% | – |
| CLFCleveland-Cliffs Inc. | COM | 19,952 | $15.2 萬 | <0.1% | 歷史 |
| VFCV F Corp | Stock | 12,664 | $14.9 萬 | <0.1% | 歷史 |
| iShares Global Clean Energy ETF464288224 | ETF | 10,284 | $13.5 萬 | <0.1% | – |
| UAAUnder Armour, Inc. | Stock | 19,480 | $13.3 萬 | <0.1% | 歷史 |