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Livermore
Livermore
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McAdam, LLC

SEC CIK
0001695490
最新申報
2026/8/4

2025 年第 2 季持倉

持倉截至 2025/6/30，2025/7/15 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。

機構總覽
持股檔數
376
較 2025 年第 1 季 +34
總值
$18.3 億
較 2025 年第 1 季 +$2.10 億 (+13.0%)
申報日
2025/7/15
SEC
McAdam, LLC 在 2025 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
iShares Tr464288646ISHS 1-5YR INVS6,037$31.9 萬<0.1%+395+7.0%加碼–
iShares Tr464287622RUS 1000 ETF942$32.0 萬<0.1%−6−0.6%減碼–
NKENIKE, Inc.Stock4,523$32.1 萬<0.1%+443+10.9%加碼歷史
Vanguard Health Care ETF92204A504ETF1,303$32.4 萬<0.1%+105+8.8%加碼–
BKNGBooking Holdings Inc.Stock56$32.4 萬<0.1%−2−3.4%減碼歷史
ETNEaton Corp plcStock923$33.0 萬<0.1%+32+3.6%加碼歷史
ADBEAdobe Inc.Stock852$33.0 萬<0.1%+234+37.9%加碼歷史
GEVGE Vernova Inc.Stock623$33.0 萬<0.1%+623新進歷史
PFEPfizer IncStock13,674$33.1 萬<0.1%+706+5.4%加碼歷史
ICEIntercontinental Exchange, Inc.Stock1,808$33.2 萬<0.1%+118+7.0%加碼歷史
SHELShell plcADR4,729$33.3 萬<0.1%+87+1.9%加碼歷史
PYPLPayPal Holdings, Inc.Stock4,550$33.8 萬<0.1%+1,071+30.8%加碼歷史
NEENextera Energy IncStock4,919$34.1 萬<0.1%−150−3.0%減碼歷史
Innovator U.S. Equity Power Buffer ETF - October45782C797ETF8,317$34.3 萬<0.1%00.0%不變–
Invesco Exchange Traded FD T46137V266S&P500 PUR GWT7,604$34.8 萬<0.1%−25−0.3%減碼–
FTNTFortinet, Inc.Stock3,304$34.9 萬<0.1%+3,304新進歷史
NOWServiceNow, Inc.Stock341$35.0 萬<0.1%−32−8.6%減碼歷史
BXBlackstone Inc.COM2,347$35.1 萬<0.1%+585+33.2%加碼歷史
iShares Tips Bond ETF464287176ETF3,191$35.1 萬<0.1%−489−13.3%減碼–
UNHUnitedHealth Group IncStock1,135$35.4 萬<0.1%+128+12.7%加碼歷史
Vanguard Industrials ETF92204A603ETF1,264$35.4 萬<0.1%+159+14.4%加碼–
COPConocoPhillipsStock3,968$35.6 萬<0.1%−315−7.4%減碼歷史
WMWaste Management IncStock1,562$35.7 萬<0.1%+80+5.4%加碼歷史
GLGlobe Life Inc.COM2,880$35.8 萬<0.1%−3−0.1%減碼歷史
State Street Communication Services Select Sector SPDR ETF81369Y852ETF3,316$36.0 萬<0.1%−90−2.6%減碼–
GLDMWorld Gold TrustSPDR GLD MINIS5,511$36.1 萬<0.1%+5,511新進歷史
CRWDCrowdStrike Holdings, Inc.Stock711$36.2 萬<0.1%+132+22.8%加碼歷史
LOWLowes Companies IncStock1,648$36.6 萬<0.1%−34−2.0%減碼歷史
CCitigroup IncStock4,297$36.6 萬<0.1%−130−2.9%減碼歷史
FNVFranco Nevada CorpStock2,279$37.4 萬<0.1%00.0%不變歷史
SPDR Series Trust78468R887ST STR R2K LOWV2,988$37.4 萬<0.1%+157+5.5%加碼–
ABTAbbott LaboratoriesStock2,780$37.8 萬<0.1%+377+15.7%加碼歷史
PEPPepsiCo IncStock2,866$37.8 萬<0.1%−134−4.5%減碼歷史
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF9,352$37.9 萬<0.1%−31−0.3%減碼–
CINFCincinnati Financial CorpCOM2,602$38.8 萬<0.1%+38+1.5%加碼歷史
AMGNAmgen IncStock1,394$38.9 萬<0.1%+529+61.2%加碼歷史
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM6,882$39.1 萬<0.1%−36−0.5%減碼–
ProShares Tr74348A467S&P 500 DV ARIST3,927$39.5 萬<0.1%−10−0.3%減碼–
iShares Core S&P Mid-Cap ETF464287507ETF6,439$39.9 萬<0.1%+2,498+63.4%加碼–
CRMSalesforce, Inc.Stock1,466$40.0 萬<0.1%+718+96.0%加碼歷史
Hartford FDS Exchange Traded41653L701CORE BD ETF11,394$40.0 萬<0.1%−155−1.3%減碼–
ISRGIntuitive Surgical IncCOM NEW738$40.1 萬<0.1%+68+10.1%加碼歷史
USBUS Bancorp DECOM NEW8,869$40.1 萬<0.1%−186−2.1%減碼歷史
iShares Tr46435G102CONV BD ETF4,462$40.2 萬<0.1%+427+10.6%加碼–
Vanguard S&P 500 Growth ETF921932505ETF1,020$40.4 萬<0.1%−18−1.7%減碼–
ZMZoom Communications, Inc.Stock5,208$40.6 萬<0.1%+86+1.7%加碼歷史
FBTCFidelity Wise Origin Bitcoin FundSHS4,404$41.4 萬<0.1%+78+1.8%加碼歷史
CICigna GroupStock1,254$41.5 萬<0.1%−145−10.4%減碼歷史
Innovator ETFs Trust45782C318US EQTY PWR BUF11,026$41.7 萬<0.1%+2,531+29.8%加碼–
GSGoldman Sachs Group IncStock589$41.7 萬<0.1%−29−4.7%減碼歷史
GLDSPDR Gold TrustETF1,385$42.2 萬<0.1%−5,422−79.7%減碼歷史
ACNAccenture plcStock1,413$42.2 萬<0.1%+62+4.6%加碼歷史
Invesco Exchange Traded FD T46137V324S&P500 EQL IND7,905$42.3 萬<0.1%−5−0.1%減碼–
Vanguard World FD921910873MEGA CAP INDEX1,977$44.5 萬<0.1%−170−7.9%減碼–
Vanguard Ftse All-World Ex-US Small-Cap ETF922042718ETF3,325$44.7 萬<0.1%−267−7.4%減碼–
iShares Inc464286285JP MRGN EM HI BD11,525$44.9 萬<0.1%+2,012+21.2%加碼–
BlackRock ETF Trust II092528108SHOR DURA HI ETF20,562$45.9 萬<0.1%+20,562新進–
IBITiShares Bitcoin Trust ETFETF7,591$46.5 萬<0.1%+311+4.3%加碼歷史
MARMarriott International IncStock1,703$46.5 萬<0.1%+28+1.7%加碼歷史
COINCoinbase Global, Inc.COM CL A1,329$46.6 萬<0.1%+1,329新進歷史
ANETArista Networks, Inc.Stock4,594$47.0 萬<0.1%+116+2.6%加碼歷史
IAUiShares Gold TrustETF7,687$47.9 萬<0.1%+341+4.6%加碼歷史
Vanguard High Dividend Yield Index ETF921946406ETF3,621$48.3 萬<0.1%−302−7.7%減碼–
CMCSAComcast CorpStock13,532$48.3 萬<0.1%+700+5.5%加碼歷史
QCOMQualcomm IncStock3,088$49.2 萬<0.1%+845+37.7%加碼歷史
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF4,667$51.2 萬<0.1%−371−7.4%減碼–
Vanguard Intermediate-Term Bond ETF921937819ETF6,636$51.3 萬<0.1%−587−8.1%減碼–
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS8,796$51.7 萬<0.1%+1,251+16.6%加碼–
iShares Tr46435G516ESG AW MSCI EAFE5,879$52.5 萬<0.1%+286+5.1%加碼–
MSTRStrategy IncStock1,302$52.6 萬<0.1%+22+1.7%加碼歷史
iShares Core Dividend Growth ETF46434V621ETF8,316$53.2 萬<0.1%+609+7.9%加碼–
UPSUnited Parcel Service IncStock5,284$53.3 萬<0.1%+442+9.1%加碼歷史
DISWalt Disney CoStock4,384$54.4 萬<0.1%−269−5.8%減碼歷史
CSCOCisco Systems, Inc.Stock7,838$54.4 萬<0.1%+481+6.5%加碼歷史
Vanguard Scottsdale FDS92206C706INTER TERM TREAS9,175$54.9 萬<0.1%−534−5.5%減碼–
iShares MSCI USA Quality Factor ETF46432F339ETF3,033$55.5 萬<0.1%−179−5.6%減碼–
Ssga Active ETF Tr78467V707ST STR UL BD ETF13,658$55.5 萬<0.1%+1,918+16.3%加碼–
Vanguard World FD921910816MEGA GRWTH IND1,518$55.6 萬<0.1%+150+11.0%加碼–
BACBank of America CorpStock11,789$55.8 萬<0.1%+216+1.9%加碼歷史
Innovator ETFs Trust45782C581US EQTY BUF NOV13,877$57.2 萬<0.1%00.0%不變–
iShares U S ETF Tr46431W705INT RT HDG C B6,232$57.6 萬<0.1%+837+15.5%加碼–
SBUXStarbucks CorpStock6,285$57.6 萬<0.1%+274+4.6%加碼歷史
Nushares ETF Tr67092P201NUVEEN ESG LRGCP6,131$57.6 萬<0.1%+345+6.0%加碼–
State Street Utilities Select Sector SPDR ETF81369Y886ETF7,068$57.7 萬<0.1%−1,902−21.2%減碼–
VanEck ETF Trust92189H409HIGH YLD MUNIETF11,524$57.9 萬<0.1%−205−1.7%減碼–
UBERUber Technologies, IncStock6,209$57.9 萬<0.1%+403+6.9%加碼歷史
iShares MSCI India ETF46429B598ETF10,425$58.0 萬<0.1%−1,500−12.6%減碼–
Innovator ETFs Trust45782C680US EQTY PWR BF14,358$58.1 萬<0.1%00.0%不變–
ADPAutomatic Data Processing IncStock1,892$58.4 萬<0.1%+90+5.0%加碼歷史
CVXChevron CorpStock4,112$58.9 萬<0.1%+309+8.1%加碼歷史
iShares MSCI Acwi Ex U.S. ETF464288240ETF9,686$59.0 萬<0.1%+9,686新進–
BABoeing CoStock2,843$59.6 萬<0.1%−286−9.1%減碼歷史
Vanguard Star FDS921909768VG TL INTL STK F8,825$61.0 萬<0.1%+8,825新進–
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF2,841$61.7 萬<0.1%+125+4.6%加碼–
AMDAdvanced Micro Devices IncStock4,361$61.9 萬<0.1%+907+26.3%加碼歷史
TRMBTrimble Inc.COM8,156$62.0 萬<0.1%−799−8.9%減碼歷史
Vanguard Utilities ETF92204A876ETF3,579$63.2 萬<0.1%+39+1.1%加碼–
Vanguard Total Bond Market ETF921937835ETF8,595$63.3 萬<0.1%−1,387−13.9%減碼–
SPDR Series Trust78464A292ST STR PFD ETF20,111$63.9 萬<0.1%−1,886−8.6%減碼–
APPAppLovin CorpCOM CL A1,857$65.0 萬<0.1%−83−4.3%減碼歷史

2025 年第 1 季之後清倉（12 檔）

2025 年第 1 季季末還持有、這份申報已經沒有的部位。

McAdam, LLC 在 2025 年第 1 季之後清倉的部位
證券類別2025 年第 1 季股數2025 年第 1 季市值2025 年第 1 季佔組合 %紀錄
Innovator U.S. Equity Buffer ETF - October45782C771ETF18,733$78.7 萬<0.1%–
iShares Tr464288430ASIA 50 ETF6,748$48.8 萬<0.1%–
UNFIUnited Natural Foods IncCOM10,244$28.1 萬<0.1%歷史
PSLVSprott Physical Silver TrustPHYSICAL SILVER20,812$24.1 萬<0.1%歷史
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF2,893$23.7 萬<0.1%–
BAXBaxter International IncStock6,182$21.2 萬<0.1%歷史
TSNTyson Foods, Inc.Stock3,191$20.4 萬<0.1%歷史
STIMNeuronetics, Inc.COM50,791$18.7 萬<0.1%歷史
IRWDIronwood Pharmaceuticals IncCOM CL A27,294$4.01 萬<0.1%歷史
MRVIMaravai Lifesciences Holdings, Inc.COM CL A13,817$3.05 萬<0.1%歷史
REIRing Energy, Inc.COM20,692$2.38 萬<0.1%歷史
CMTLComtech Telecommunications CorpCOM NEW13,300$2.13 萬<0.1%歷史