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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 3 季持倉

持倉截至 2025/9/30，2025/10/29 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。

機構總覽
持股檔數
394
較 2025 年第 2 季 +18
總值
$20.3 億
較 2025 年第 2 季 +$2.03 億 (+11.1%)
申報日
2025/10/29
SEC
McAdam, LLC 在 2025 年第 3 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
KMBKimberly Clark CorpStock2,539$31.6 萬<0.1%+366+16.8%加碼歷史
ACNAccenture plcStock1,293$31.9 萬<0.1%−120−8.5%減碼歷史
COFCapital One Financial CorpStock1,506$32.0 萬<0.1%+22+1.5%加碼歷史
Dimensional U.S. Core Equity 2 ETF25434V708ETF8,437$32.5 萬<0.1%00.0%不變–
iShares S&P 500 Growth ETF464287309ETF2,707$32.7 萬<0.1%+264+10.8%加碼–
AMGNAmgen IncStock1,173$33.1 萬<0.1%−221−15.9%減碼歷史
Roundhill ETF Trust77926X304INNOVATION 100 O9,321$33.2 萬<0.1%+755+8.8%加碼–
Vanguard Communication Services ETF92204A884ETF1,768$33.2 萬<0.1%+8+0.5%加碼–
New York Life Investments Et45409B800MERGE ARBIT ETF9,254$33.2 萬<0.1%+364+4.1%加碼–
EDConsolidated Edison IncStock3,305$33.2 萬<0.1%+389+13.3%加碼歷史
iShares Core S&P US Value ETF464287663ETF3,357$33.6 萬<0.1%+1,208+56.2%加碼–
KOPNKopin CorpCOM138,182$33.6 萬<0.1%−48,371−25.9%減碼歷史
INTUIntuit Inc.Stock492$33.6 萬<0.1%+147+42.6%加碼歷史
RCLRoyal Caribbean Cruises LtdCOM1,041$33.7 萬<0.1%+76+7.9%加碼歷史
SHELShell plcADR4,732$33.8 萬<0.1%+3+0.1%加碼歷史
BLKBlackRock, Inc.Stock291$33.9 萬<0.1%+41+16.4%加碼歷史
NKENIKE, Inc.Stock4,907$34.2 萬<0.1%+384+8.5%加碼歷史
LDOSLeidos Holdings, Inc.COM1,816$34.3 萬<0.1%+3+0.2%加碼歷史
AMATApplied Materials IncStock1,677$34.3 萬<0.1%+103+6.5%加碼歷史
iShares Tr464287622RUS 1000 ETF942$34.4 萬<0.1%00.0%不變–
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF4,128$34.7 萬<0.1%+4,128新進–
NOWServiceNow, Inc.Stock380$34.9 萬<0.1%+39+11.4%加碼歷史
NTAPNetApp, Inc.Stock2,962$35.1 萬<0.1%+221+8.1%加碼歷史
ZSZscaler, Inc.Stock1,178$35.3 萬<0.1%+359+43.8%加碼歷史
Innovator U.S. Equity Power Buffer ETF - October45782C797ETF8,317$35.8 萬<0.1%00.0%不變–
CCitigroup IncStock3,559$36.1 萬<0.1%−738−17.2%減碼歷史
Invesco Exchange Traded FD T46137V266S&P500 PUR GWT7,604$36.3 萬<0.1%00.0%不變–
iShares Core S&P Mid-Cap ETF464287507ETF5,561$36.3 萬<0.1%−878−13.6%減碼–
iShares Tr46434V4070-5YR HI YL CP8,415$36.4 萬<0.1%+1,070+14.6%加碼–
SPDR Series Trust78464A755ST STR SP METAL3,917$36.5 萬<0.1%−80−2.0%減碼–
WMWaste Management IncStock1,661$36.7 萬<0.1%+99+6.3%加碼歷史
PFEPfizer IncStock14,520$37.0 萬<0.1%+846+6.2%加碼歷史
INTCIntel CorpStock11,063$37.1 萬<0.1%−608−5.2%減碼歷史
DELLDell Technologies Inc.Stock2,633$37.3 萬<0.1%+2,633新進歷史
iShares Tr464288646ISHS 1-5YR INVS7,059$37.4 萬<0.1%+1,022+16.9%加碼–
ADBEAdobe Inc.Stock1,063$37.5 萬<0.1%+211+24.8%加碼歷史
iShares Tips Bond ETF464287176ETF3,379$37.6 萬<0.1%+188+5.9%加碼–
CICigna GroupStock1,310$37.8 萬<0.1%+56+4.5%加碼歷史
Vanguard Industrials ETF92204A603ETF1,276$37.8 萬<0.1%+12+0.9%加碼–
CRMSalesforce, Inc.Stock1,609$38.1 萬<0.1%+143+9.8%加碼歷史
State Street Financial Select Sector SPDR ETF81369Y605ETF7,134$38.4 萬<0.1%+1,256+21.4%加碼–
LOWLowes Companies IncStock1,533$38.5 萬<0.1%−115−7.0%減碼歷史
QCOMQualcomm IncStock2,323$38.6 萬<0.1%−765−24.8%減碼歷史
CEGConstellation Energy CorpStock1,186$39.0 萬<0.1%+337+39.7%加碼歷史
Invesco Exchange Traded FD T46137V332S&P500 EQL HLT13,297$39.1 萬<0.1%−44,223−76.9%減碼–
LRCXLam Research CorpStock2,919$39.1 萬<0.1%−204−6.5%減碼歷史
COPConocoPhillipsStock4,181$39.5 萬<0.1%+213+5.4%加碼歷史
Vanguard S&P 500 Growth ETF921932505ETF911$39.7 萬<0.1%−109−10.7%減碼–
ABTAbbott LaboratoriesStock2,987$40.0 萬<0.1%+207+7.4%加碼歷史
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM7,038$40.2 萬<0.1%+156+2.3%加碼–
ProShares Tr74348A467S&P 500 DV ARIST3,928$40.5 萬<0.1%+10.0%加碼–
CINFCincinnati Financial CorpCOM2,574$40.7 萬<0.1%−28−1.1%減碼歷史
GSGoldman Sachs Group IncStock514$40.9 萬<0.1%−75−12.7%減碼歷史
SPDR Series Trust78468R887ST STR R2K LOWV3,157$41.0 萬<0.1%+169+5.7%加碼–
GLGlobe Life Inc.COM2,885$41.2 萬<0.1%+5+0.2%加碼歷史
NEENextera Energy IncStock5,465$41.3 萬<0.1%+546+11.1%加碼歷史
BlackRock ETF Trust II092528108SHOR DURA HI ETF18,656$41.7 萬<0.1%−1,906−9.3%減碼–
GLDMWorld Gold TrustSPDR GLD MINIS5,584$42.7 萬<0.1%+73+1.3%加碼歷史
Innovator ETFs Trust45782C318US EQTY PWR BUF11,026$42.9 萬<0.1%00.0%不變–
BXBlackstone Inc.COM2,515$43.0 萬<0.1%+168+7.2%加碼歷史
iShares Tr46435G102CONV BD ETF4,303$43.1 萬<0.1%−159−3.6%減碼–
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF10,131$43.4 萬<0.1%+779+8.3%加碼–
Vanguard Ftse All-World Ex-US Small-Cap ETF922042718ETF3,070$43.8 萬<0.1%−255−7.7%減碼–
PEPPepsiCo IncStock3,120$43.8 萬<0.1%+254+8.9%加碼歷史
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS7,529$44.3 萬<0.1%−1,267−14.4%減碼–
Invesco Exchange Traded FD T46137V324S&P500 EQL IND7,905$44.3 萬<0.1%00.0%不變–
ETNEaton Corp plcStock1,190$44.5 萬<0.1%+267+28.9%加碼歷史
CMCSAComcast CorpStock14,502$45.6 萬<0.1%+970+7.2%加碼歷史
USBUS Bancorp DECOM NEW9,456$45.7 萬<0.1%+587+6.6%加碼歷史
MARMarriott International IncStock1,779$46.3 萬<0.1%+76+4.5%加碼歷史
FBTCFidelity Wise Origin Bitcoin FundSHS4,681$46.7 萬<0.1%+277+6.3%加碼歷史
Vanguard Total Bond Market ETF921937835ETF6,342$47.2 萬<0.1%−2,253−26.2%減碼–
Vanguard World FD921910873MEGA CAP INDEX1,972$48.1 萬<0.1%−5−0.3%減碼–
Ssga Active ETF Tr78467V707ST STR UL BD ETF11,851$48.2 萬<0.1%−1,807−13.2%減碼–
UNHUnitedHealth Group IncStock1,421$49.0 萬<0.1%+286+25.2%加碼歷史
GLDSPDR Gold TrustETF1,383$49.2 萬<0.1%−2−0.1%減碼歷史
Pgim ETF Tr69344A107PGIM ULTRA SH BD10,020$49.9 萬<0.1%+10,020新進–
MNDYmonday.com Ltd.SHS2,598$50.3 萬<0.1%+317+13.9%加碼歷史
BKNGBooking Holdings Inc.Stock93$50.4 萬<0.1%+37+66.1%加碼歷史
State Street Communication Services Select Sector SPDR ETF81369Y852ETF4,275$50.6 萬<0.1%+959+28.9%加碼–
FNVFranco Nevada CorpStock2,279$50.8 萬<0.1%00.0%不變歷史
iShares U S ETF Tr46431W705INT RT HDG C B5,434$50.8 萬<0.1%−798−12.8%減碼–
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF4,591$51.2 萬<0.1%−76−1.6%減碼–
PANWPalo Alto Networks IncStock2,530$51.5 萬<0.1%+1,221+93.3%加碼歷史
Vanguard High Dividend Yield Index ETF921946406ETF3,692$52.0 萬<0.1%+71+2.0%加碼–
MMM3M CoStock3,363$52.2 萬<0.1%−1,578−31.9%減碼歷史
GEVGE Vernova Inc.Stock855$52.6 萬<0.1%+232+37.2%加碼歷史
DISWalt Disney CoStock4,686$53.7 萬<0.1%+302+6.9%加碼歷史
iShares Inc464286285JP MRGN EM HI BD13,645$54.2 萬<0.1%+2,120+18.4%加碼–
VanEck ETF Trust92189H409HIGH YLD MUNIETF10,641$54.2 萬<0.1%−883−7.7%減碼–
Vanguard Intermediate-Term Bond ETF921937819ETF6,964$54.4 萬<0.1%+328+4.9%加碼–
SBUXStarbucks CorpStock6,448$54.6 萬<0.1%+163+2.6%加碼歷史
IAUiShares Gold TrustETF7,560$55.0 萬<0.1%−127−1.7%減碼歷史
Innovator ETFs Trust45782C581US EQTY BUF NOV12,730$55.4 萬<0.1%−1,147−8.3%減碼–
MSTRStrategy IncStock1,725$55.6 萬<0.1%+423+32.5%加碼歷史
iShares Tr46435G516ESG AW MSCI EAFE5,988$55.7 萬<0.1%+109+1.9%加碼–
SPDR Series Trust78464A292ST STR PFD ETF16,941$56.0 萬<0.1%−3,170−15.8%減碼–
Vanguard World FD921910816MEGA GRWTH IND1,397$56.2 萬<0.1%−121−8.0%減碼–
iShares Core Dividend Growth ETF46434V621ETF8,402$57.2 萬<0.1%+86+1.0%加碼–
iShares MSCI USA Quality Factor ETF46432F339ETF2,945$57.3 萬<0.1%−88−2.9%減碼–

選擇權（1 檔）

同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。

McAdam, LLC 在 2025 年第 3 季的選擇權部位
證券類別賣權買權
LUMNLumen Technologies, Inc.Stock–$227

2025 年第 2 季之後清倉（19 檔）

2025 年第 2 季季末還持有、這份申報已經沒有的部位。

McAdam, LLC 在 2025 年第 2 季之後清倉的部位
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
AB Active ETFs Inc00039J871TAX AWA LONG ETF103,368$253.3 萬0.1%–
ZMZoom Communications, Inc.Stock5,208$40.6 萬<0.1%歷史
Hartford FDS Exchange Traded41653L701CORE BD ETF11,394$40.0 萬<0.1%–
PYPLPayPal Holdings, Inc.Stock4,550$33.8 萬<0.1%歷史
State Street SPDR S&P Biotech ETF78464A870ETF3,273$27.1 萬<0.1%–
CARTMaplebear Inc.COM5,816$26.3 萬<0.1%歷史
iShares Tr46434V613CORE UNIVRSL USD5,594$25.9 萬<0.1%–
AJGArthur J. Gallagher & Co.COM778$24.9 萬<0.1%歷史
TWLOTwilio IncCL A1,914$23.8 萬<0.1%歷史
CBChubb LtdStock780$22.6 萬<0.1%歷史
Aim ETF Products Trust00888H307ALLIANZIM US EQ5,321$22.2 萬<0.1%–
FISVFiserv IncStock1,287$22.2 萬<0.1%歷史
BTCGrayscale Bitcoin Mini Trust ETFETF4,482$21.4 萬<0.1%歷史
OKEONEOK IncCOM2,536$20.7 萬<0.1%歷史
SPDR Series Trust78464A672ST INTER ETF7,091$20.4 萬<0.1%–
Tidal ETF Tr88634T824II YIELDMAX COIN OP19,292$17.6 萬<0.1%–
TKNOAlpha Teknova, Inc.COM11,133$5.47 萬<0.1%歷史
NOTVInotiv, Inc.COM27,771$5.05 萬<0.1%歷史
TALKTalkspace, Inc.COM16,911$4.70 萬<0.1%歷史