McAdam, LLC
- SEC CIK
- 0001695490
- 最新申報
- 2026/8/4
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/2/13 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 428
- 較 2025 年第 3 季 +34
- 總值
- $21.9 億
- 較 2025 年第 3 季 +$1.56 億 (+7.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| ICEIntercontinental Exchange, Inc. | Stock | 1,838 | $29.8 萬 | <0.1% | +42+2.3% | 加碼 | 歷史 |
| FDXFedEx Corp | Stock | 1,063 | $30.7 萬 | <0.1% | +87+8.9% | 加碼 | 歷史 |
| APHAmphenol Corp | CL A | 2,280 | $30.8 萬 | <0.1% | −50−2.1% | 減碼 | 歷史 |
| RCLRoyal Caribbean Cruises Ltd | COM | 1,108 | $30.9 萬 | <0.1% | +67+6.4% | 加碼 | 歷史 |
| AEMAgnico Eagle Mines Ltd | Stock | 1,830 | $31.0 萬 | <0.1% | −20−1.1% | 減碼 | 歷史 |
| Aim ETF Products Trust00888H760 | ALLIANZIM US EQT | 8,450 | $31.2 萬 | <0.1% | 00.0% | 不變 | – |
| BMYBristol Myers Squibb Co | Stock | 5,890 | $31.8 萬 | <0.1% | −83−1.4% | 減碼 | 歷史 |
| CICigna Group | Stock | 1,158 | $31.9 萬 | <0.1% | −152−11.6% | 減碼 | 歷史 |
| NEMNEWMONT Corp | Stock | 3,200 | $32.0 萬 | <0.1% | +4+0.1% | 加碼 | 歷史 |
| NTAPNetApp, Inc. | Stock | 2,997 | $32.1 萬 | <0.1% | +35+1.2% | 加碼 | 歷史 |
| AAgilent Technologies, Inc. | COM | 2,366 | $32.2 萬 | <0.1% | +113+5.0% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,069 | $32.5 萬 | <0.1% | +103+10.7% | 加碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 2,664 | $32.8 萬 | <0.1% | −43−1.6% | 減碼 | – |
| Columbia ETF Tr II19762B202 | EM CORE EX ETF | 8,566 | $32.9 萬 | <0.1% | −20−0.2% | 減碼 | – |
| Roundhill ETF Trust77926X304 | INNOVATION 100 O | 10,661 | $32.9 萬 | <0.1% | +1,340+14.4% | 加碼 | – |
| BMNRBitmine Immersion Technologies, Inc. | COM NEW | 12,145 | $33.0 萬 | <0.1% | +12,145 | 新進 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 3,022 | $33.2 萬 | <0.1% | −357−10.6% | 減碼 | – |
| ADIAnalog Devices Inc | Stock | 1,228 | $33.3 萬 | <0.1% | +62+5.3% | 加碼 | 歷史 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 8,437 | $33.4 萬 | <0.1% | 00.0% | 不變 | – |
| EDConsolidated Edison Inc | Stock | 3,393 | $33.7 萬 | <0.1% | +88+2.7% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 2,203 | $33.7 萬 | <0.1% | +303+15.9% | 加碼依 5 比 1 拆股換算 | 歷史 |
| SHELShell plc | ADR | 4,607 | $33.9 萬 | <0.1% | −125−2.6% | 減碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 3,395 | $33.9 萬 | <0.1% | +340+11.1% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 602 | $34.1 萬 | <0.1% | +120+24.9% | 加碼 | 歷史 |
| SPDR Series Trust78464A672 | ST INTER ETF | 11,889 | $34.3 萬 | <0.1% | +11,889 | 新進 | – |
| Vanguard Communication Services ETF92204A884 | ETF | 1,773 | $34.3 萬 | <0.1% | +5+0.3% | 加碼 | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 8,021 | $34.4 萬 | <0.1% | −394−4.7% | 減碼 | – |
| PLPlanet Labs PBC | COM CL A | 17,710 | $34.9 萬 | <0.1% | +17,710 | 新進 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 919 | $35.2 萬 | <0.1% | +349+61.2% | 加碼 | 歷史 |
| iShares Core S&P US Value ETF464287663 | ETF | 3,437 | $35.2 萬 | <0.1% | +80+2.4% | 加碼 | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 6,567 | $35.4 萬 | <0.1% | +6,567 | 新進 | – |
| Invesco Exchange Traded FD T46137V266 | S&P500 PUR GWT | 7,584 | $35.4 萬 | <0.1% | −20−0.3% | 減碼 | – |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 797 | $35.4 萬 | <0.1% | −114−12.5% | 減碼 | – |
| COFCapital One Financial Corp | Stock | 1,465 | $35.5 萬 | <0.1% | −41−2.7% | 減碼 | 歷史 |
| GMGeneral Motors Co | COM | 4,375 | $35.6 萬 | <0.1% | +264+6.4% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 5,429 | $35.8 萬 | <0.1% | −132−2.4% | 減碼 | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 3,789 | $36.5 萬 | <0.1% | +509+15.5% | 加碼 | – |
| New York Life Investments Et45409B800 | MERGE ARBIT ETF | 10,401 | $37.2 萬 | <0.1% | +1,147+12.4% | 加碼 | – |
| BLKBlackRock, Inc. | Stock | 348 | $37.3 萬 | <0.1% | +57+19.6% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 2,122 | $37.7 萬 | <0.1% | +196+10.2% | 加碼 | 歷史 |
| DELLDell Technologies Inc. | Stock | 2,993 | $37.7 萬 | <0.1% | +360+13.7% | 加碼 | 歷史 |
| MNDYmonday.com Ltd. | SHS | 2,587 | $38.2 萬 | <0.1% | −11−0.4% | 減碼 | 歷史 |
| NETCloudflare, Inc. | CL A COM | 1,940 | $38.2 萬 | <0.1% | +834+75.4% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 1,205 | $38.4 萬 | <0.1% | +15+1.3% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 1,182 | $38.7 萬 | <0.1% | +9+0.8% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 584 | $38.7 萬 | <0.1% | +92+18.7% | 加碼 | 歷史 |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 5,076 | $38.7 萬 | <0.1% | +395+8.4% | 加碼 | 歷史 |
| Vanguard Industrials ETF92204A603 | ETF | 1,307 | $39.0 萬 | <0.1% | +31+2.4% | 加碼 | – |
| Invesco Exchange Traded FD T46137V332 | S&P500 EQL HLT | 12,254 | $39.0 萬 | <0.1% | −1,043−7.8% | 減碼 | – |
| WMWaste Management Inc | Stock | 1,785 | $39.2 萬 | <0.1% | +124+7.5% | 加碼 | 歷史 |
| iShares Inc46434G863 | ESG AWR MSCI EM | 8,894 | $39.3 萬 | <0.1% | +3,869+77.0% | 加碼 | – |
| BlackRock ETF Trust II092528108 | SHOR DURA HI ETF | 17,774 | $39.5 萬 | <0.1% | −882−4.7% | 減碼 | – |
| LOWLowes Companies Inc | Stock | 1,652 | $39.8 萬 | <0.1% | +119+7.8% | 加碼 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 517 | $39.9 萬 | <0.1% | +517 | 新進 | 歷史 |
| COPConocoPhillips | Stock | 4,271 | $40.0 萬 | <0.1% | +90+2.2% | 加碼 | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 4,786 | $40.1 萬 | <0.1% | +658+15.9% | 加碼 | – |
| GLGlobe Life Inc. | COM | 2,879 | $40.3 萬 | <0.1% | −6−0.2% | 減碼 | 歷史 |
| Innovator ETFs Trust45782C540 | US EQTY PWR BUF | 9,314 | $40.4 萬 | <0.1% | +2,306+32.9% | 加碼 | – |
| BXBlackstone Inc. | COM | 2,622 | $40.4 萬 | <0.1% | +107+4.3% | 加碼 | 歷史 |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 3,929 | $40.9 萬 | <0.1% | +10.0% | 加碼 | – |
| AXSMAxsome Therapeutics, Inc. | COM | 2,274 | $41.5 萬 | <0.1% | +76+3.5% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 7,201 | $42.3 萬 | <0.1% | −328−4.4% | 減碼 | – |
| CINFCincinnati Financial Corp | COM | 2,595 | $42.4 萬 | <0.1% | +21+0.8% | 加碼 | 歷史 |
| BIIBBiogen Inc. | COM | 2,410 | $42.4 萬 | <0.1% | +2,410 | 新進 | 歷史 |
| ABTAbbott Laboratories | Stock | 3,404 | $42.6 萬 | <0.1% | +417+14.0% | 加碼 | 歷史 |
| CEGConstellation Energy Corp | Stock | 1,218 | $43.0 萬 | <0.1% | +32+2.7% | 加碼 | 歷史 |
| KLACKLA Corp | COM NEW | 359 | $43.6 萬 | <0.1% | +73+25.5% | 加碼 | 歷史 |
| Innovator ETFs Trust45782C318 | US EQTY PWR BUF | 11,026 | $43.7 萬 | <0.1% | 00.0% | 不變 | – |
| SPDR Series Trust78464A755 | ST STR SP METAL | 4,225 | $43.8 萬 | <0.1% | +308+7.9% | 加碼 | – |
| ACNAccenture plc | Stock | 1,640 | $44.0 萬 | <0.1% | +347+26.8% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 6,943 | $44.2 萬 | <0.1% | +2,036+41.5% | 加碼 | 歷史 |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 10,018 | $44.5 萬 | <0.1% | −113−1.1% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 7,788 | $44.6 萬 | <0.1% | +750+10.7% | 加碼 | – |
| Invesco Exchange Traded FD T46137V324 | S&P500 EQL IND | 7,905 | $44.8 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 8,489 | $44.9 萬 | <0.1% | +1,430+20.3% | 加碼 | – |
| COINCoinbase Global, Inc. | COM CL A | 1,994 | $45.1 萬 | <0.1% | +1,284+180.8% | 加碼 | 歷史 |
| iShares Tr46435G102 | CONV BD ETF | 4,603 | $45.3 萬 | <0.1% | +300+7.0% | 加碼 | – |
| SPDR Series Trust78468R887 | ST STR R2K LOWV | 3,459 | $45.4 萬 | <0.1% | +302+9.6% | 加碼 | – |
| TMUST-Mobile US, Inc. | Stock | 2,246 | $45.6 萬 | <0.1% | +2,246 | 新進 | 歷史 |
| CRMSalesforce, Inc. | Stock | 1,743 | $46.2 萬 | <0.1% | +134+8.3% | 加碼 | 歷史 |
| Ssga Active ETF Tr78467V707 | ST STR UL BD ETF | 11,413 | $46.2 萬 | <0.1% | −438−3.7% | 減碼 | – |
| NEENextera Energy Inc | Stock | 5,781 | $46.4 萬 | <0.1% | +316+5.8% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 12,610 | $46.5 萬 | <0.1% | +1,547+14.0% | 加碼 | 歷史 |
| Vanguard World FD921910873 | MEGA CAP INDEX | 1,868 | $46.9 萬 | <0.1% | −104−5.3% | 減碼 | – |
| CCitigroup Inc | Stock | 4,041 | $47.2 萬 | <0.1% | +482+13.5% | 加碼 | 歷史 |
| FNVFranco Nevada Corp | Stock | 2,279 | $47.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Innovator ETFs Trust45782C573 | US EQTY PWR BUF | 11,316 | $47.3 萬 | <0.1% | +5,068+81.1% | 加碼 | – |
| CMCSAComcast Corp | Stock | 15,853 | $47.4 萬 | <0.1% | +1,351+9.3% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 2,770 | $47.4 萬 | <0.1% | +447+19.2% | 加碼 | 歷史 |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 5,579 | $47.6 萬 | <0.1% | −5−0.1% | 減碼 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 6,443 | $47.7 萬 | <0.1% | +101+1.6% | 加碼 | – |
| iShares U S ETF Tr46431W705 | INT RT HDG C B | 5,170 | $48.3 萬 | <0.1% | −264−4.9% | 減碼 | – |
| PEPPepsiCo Inc | Stock | 3,378 | $48.5 萬 | <0.1% | +258+8.3% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 1,409 | $49.3 萬 | <0.1% | +346+32.5% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 1,920 | $49.3 萬 | <0.1% | +243+14.5% | 加碼 | 歷史 |
| HOODRobinhood Markets, Inc. | Stock | 4,404 | $49.8 萬 | <0.1% | +4,404 | 新進 | 歷史 |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 9,799 | $50.1 萬 | <0.1% | −842−7.9% | 減碼 | – |
| GSGoldman Sachs Group Inc | Stock | 580 | $51.0 萬 | <0.1% | +66+12.8% | 加碼 | 歷史 |
| SPDR Series Trust78464A292 | ST STR PFD ETF | 16,314 | $51.7 萬 | <0.1% | −627−3.7% | 減碼 | – |
| USBUS Bancorp DE | COM NEW | 9,690 | $51.7 萬 | <0.1% | +234+2.5% | 加碼 | 歷史 |
選擇權（3 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。
2025 年第 3 季之後清倉（16 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 3 季股數 | 2025 年第 3 季市值 | 2025 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ZSZscaler, Inc. | Stock | 1,178 | $35.3 萬 | <0.1% | 歷史 |
| KMBKimberly Clark Corp | Stock | 2,539 | $31.6 萬 | <0.1% | 歷史 |
| RBRKRubrik, Inc. | Stock | 3,738 | $30.7 萬 | <0.1% | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 6,323 | $29.9 萬 | <0.1% | 歷史 |
| Vanguard Financials ETF92204A405 | ETF | 2,146 | $28.2 萬 | <0.1% | – |
| CLSKCleanspark, Inc. | COM NEW | 18,847 | $27.3 萬 | <0.1% | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 357 | $24.9 萬 | <0.1% | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 1,584 | $23.9 萬 | <0.1% | 歷史 |
| SAPSAP SE | ADR | 855 | $22.8 萬 | <0.1% | 歷史 |
| VanEck Semiconductor ETF92189F676 | ETF | 680 | $22.2 萬 | <0.1% | – |
| AZOAutoZone Inc | COM | 51 | $21.9 萬 | <0.1% | 歷史 |
| SSRMSSR Mining Inc. | Stock | 8,925 | $21.8 萬 | <0.1% | 歷史 |
| FTNTFortinet, Inc. | Stock | 2,481 | $20.9 萬 | <0.1% | 歷史 |
| VRSNVerisign Inc | COM | 741 | $20.7 萬 | <0.1% | 歷史 |
| SWBISmith & Wesson Brands, Inc. | COM | 17,514 | $17.2 萬 | <0.1% | 歷史 |
| TPICQTpi Composites, Inc | COM | 76,007 | $2,356 | <0.1% | 歷史 |