McAdam, LLC
- SEC CIK
- 0001695490
- 最新申報
- 2026/8/4
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/5/8 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 442
- 較 2025 年第 4 季 +14
- 總值
- $22.2 億
- 較 2025 年第 4 季 +$3,450 萬 (+1.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| CCitigroup Inc | Stock | 4,381 | $49.7 萬 | <0.1% | +340+8.4% | 加碼 | 歷史 |
| iShares U S ETF Tr46431W838 | SHOR MAT MUN ETF | 10,211 | $51.4 萬 | <0.1% | −323−3.1% | 減碼 | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 9,729 | $51.8 萬 | <0.1% | +3,162+48.1% | 加碼 | – |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 5,593 | $51.8 萬 | <0.1% | +14+0.3% | 加碼 | 歷史 |
| SPDR Series Trust78468R887 | ST STR R2K LOWV | 3,850 | $52.8 萬 | <0.1% | +391+11.3% | 加碼 | – |
| GSGoldman Sachs Group Inc | Stock | 624 | $52.8 萬 | <0.1% | +44+7.6% | 加碼 | 歷史 |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 5,820 | $52.9 萬 | <0.1% | −16−0.3% | 減碼 | – |
| DELLDell Technologies Inc. | Stock | 3,270 | $53.7 萬 | <0.1% | +277+9.3% | 加碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 3,635 | $53.8 萬 | <0.1% | −58−1.6% | 減碼 | – |
| NETCloudflare, Inc. | CL A COM | 2,623 | $54.1 萬 | <0.1% | +683+35.2% | 加碼 | 歷史 |
| iShares Tr46435G102 | CONV BD ETF | 5,343 | $54.4 萬 | <0.1% | +740+16.1% | 加碼 | – |
| RDDTReddit, Inc. | Stock | 4,048 | $54.5 萬 | <0.1% | +1,667+70.0% | 加碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 3,797 | $55.3 萬 | <0.1% | +124+3.4% | 加碼 | – |
| Innovator U.S. Equity Power Buffer ETF - October45782C797 | ETF | 12,965 | $55.9 萬 | <0.1% | 00.0% | 不變 | – |
| TRMBTrimble Inc. | COM | 8,623 | $56.2 萬 | <0.1% | +641+8.0% | 加碼 | 歷史 |
| FNVFranco Nevada Corp | Stock | 2,278 | $56.3 萬 | <0.1% | −10.0% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 2,082 | $56.3 萬 | <0.1% | +374+21.9% | 加碼 | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 3,255 | $56.8 萬 | <0.1% | +1,261+63.2% | 加碼 | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 6,240 | $57.2 萬 | <0.1% | +208+3.4% | 加碼 | – |
| NEENextera Energy Inc | Stock | 6,215 | $57.7 萬 | <0.1% | +434+7.5% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 3,725 | $57.8 萬 | <0.1% | +347+10.3% | 加碼 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 7,910 | $58.2 萬 | <0.1% | +1,467+22.8% | 加碼 | – |
| PANWPalo Alto Networks Inc | Stock | 3,637 | $58.3 萬 | <0.1% | +351+10.7% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 20,933 | $58.8 萬 | <0.1% | −1,853−8.1% | 減碼 | 歷史 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 5,355 | $59.4 萬 | <0.1% | +468+9.6% | 加碼 | – |
| MARMarriott International Inc | Stock | 1,824 | $59.7 萬 | <0.1% | −1−0.1% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 3,038 | $60.2 萬 | <0.1% | +1,398+85.2% | 加碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 12,452 | $61.5 萬 | <0.1% | +1,714+16.0% | 加碼 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 5,647 | $61.5 萬 | <0.1% | +375+7.1% | 加碼 | – |
| TTTrane Technologies plc | SHS | 1,488 | $62.0 萬 | <0.1% | −283−16.0% | 減碼 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 8,061 | $62.2 萬 | <0.1% | +369+4.8% | 加碼 | – |
| COPConocoPhillips | Stock | 4,884 | $64.5 萬 | <0.1% | +613+14.4% | 加碼 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 25,944 | $65.1 萬 | <0.1% | −417−1.6% | 減碼 | – |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 9,686 | $66.3 萬 | <0.1% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C680 | US EQTY PWR BF | 15,555 | $66.5 萬 | <0.1% | 00.0% | 不變 | – |
| WFCWells Fargo & Company | Stock | 8,356 | $66.5 萬 | <0.1% | −799−8.7% | 減碼 | 歷史 |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 26,195 | $67.1 萬 | <0.1% | −838−3.1% | 減碼 | – |
| SBUXStarbucks Corp | Stock | 7,567 | $67.8 萬 | <0.1% | +896+13.4% | 加碼 | 歷史 |
| iShares Tr464288802 | ESG OPTIMIZED | 5,220 | $69.0 萬 | <0.1% | −24−0.5% | 減碼 | – |
| MMM3M Co | Stock | 4,774 | $69.3 萬 | <0.1% | −528−10.0% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 2,031 | $69.4 萬 | <0.1% | +111+5.8% | 加碼 | 歷史 |
| CTASCintas Corp | Stock | 4,126 | $69.8 萬 | <0.1% | +43+1.1% | 加碼 | 歷史 |
| PLPlanet Labs PBC | COM CL A | 25,331 | $70.8 萬 | <0.1% | +7,621+43.0% | 加碼 | 歷史 |
| iShares Tr464288273 | EAFE SML CP ETF | 9,077 | $71.2 萬 | <0.1% | −1,788−16.5% | 減碼 | – |
| BACBank of America Corp | Stock | 14,724 | $71.8 萬 | <0.1% | +361+2.5% | 加碼 | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 4,464 | $72.2 萬 | <0.1% | +852+23.6% | 加碼 | – |
| BMNRBitmine Immersion Technologies, Inc. | COM NEW | 36,551 | $72.3 萬 | <0.1% | +24,406+201.0% | 加碼 | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 19,113 | $73.4 萬 | <0.1% | +3,429+21.9% | 加碼 | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 24,431 | $74.1 萬 | <0.1% | −1,478−5.7% | 減碼 | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 12,521 | $74.6 萬 | <0.1% | −889−6.6% | 減碼 | – |
| KLACKLA Corp | COM NEW | 519 | $76.4 萬 | <0.1% | +160+44.6% | 加碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 886 | $77.3 萬 | <0.1% | +78+9.7% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 17,915 | $79.1 萬 | <0.1% | +5,305+42.1% | 加碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 2,026 | $79.1 萬 | <0.1% | +577+39.8% | 加碼 | 歷史 |
| Vanguard World FD921910816 | MEGA GRWTH IND | 2,192 | $80.6 萬 | <0.1% | +389+21.6% | 加碼 | – |
| PHParker-Hannifin Corp | Stock | 905 | $81.0 萬 | <0.1% | +613+209.9% | 加碼 | 歷史 |
| iShares Inc464286285 | JP MRGN EM HI BD | 20,601 | $81.1 萬 | <0.1% | +2,802+15.7% | 加碼 | – |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 17,915 | $81.5 萬 | <0.1% | +299+1.7% | 加碼 | – |
| Innovator ETFs Trust45782C805 | US EQT ULTRA BF | 24,561 | $82.0 萬 | <0.1% | 00.0% | 不變 | – |
| ANETArista Networks, Inc. | Stock | 6,719 | $82.5 萬 | <0.1% | +2,133+46.5% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 4,340 | $83.7 萬 | <0.1% | +63+1.5% | 加碼 | 歷史 |
| Spinnaker ETF Series84858T772 | SELE STO EUR ETF | 20,776 | $84.6 萬 | <0.1% | +20,776 | 新進 | – |
| MCDMcDonalds Corp | Stock | 2,751 | $85.5 萬 | <0.1% | +7+0.3% | 加碼 | 歷史 |
| MUMicron Technology Inc | Stock | 2,534 | $85.6 萬 | <0.1% | +507+25.0% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 7,825 | $85.8 萬 | <0.1% | −882−10.1% | 減碼 | – |
| BABoeing Co | Stock | 4,336 | $86.3 萬 | <0.1% | −369−7.8% | 減碼 | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 7,931 | $86.4 萬 | <0.1% | +819+11.5% | 加碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 12,343 | $86.6 萬 | <0.1% | +2,542+25.9% | 加碼 | – |
| Vanguard Utilities ETF92204A876 | ETF | 4,424 | $87.7 萬 | <0.1% | +316+7.7% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 2,043 | $87.9 萬 | <0.1% | +378+22.7% | 加碼 | 歷史 |
| Innovator ETFs Trust45782C417 | US EQTY PWR BUF | 22,253 | $89.2 萬 | <0.1% | +22,253 | 新進 | – |
| iShares Tr464289446 | RUS TOP 200 ETF | 5,566 | $89.3 萬 | <0.1% | −585−9.5% | 減碼 | – |
| STTState Street Corp | COM | 7,071 | $89.5 萬 | <0.1% | +132+1.9% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 3,618 | $89.7 萬 | <0.1% | −229−6.0% | 減碼 | – |
| LMTLockheed Martin Corp | Stock | 1,488 | $89.9 萬 | <0.1% | +10+0.7% | 加碼 | 歷史 |
| RKLBRocket Lab Corp | COM | 14,196 | $91.2 萬 | <0.1% | +4,268+43.0% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 18,416 | $92.4 萬 | <0.1% | +1,064+6.1% | 加碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 12,103 | $93.3 萬 | <0.1% | +159+1.3% | 加碼 | – |
| Schwab Strategic Tr808524722 | 1000 INDEX ETF | 29,927 | $93.8 萬 | <0.1% | −730−2.4% | 減碼 | – |
| CMCSAComcast Corp | Stock | 32,694 | $93.9 萬 | <0.1% | +16,841+106.2% | 加碼 | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 4,911 | $94.2 萬 | <0.1% | +770+18.6% | 加碼 | – |
| MAMastercard Inc | Stock | 1,916 | $95.7 萬 | <0.1% | +6+0.3% | 加碼 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 21,138 | $97.0 萬 | <0.1% | +722+3.5% | 加碼 | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 10,168 | $97.2 萬 | <0.1% | +59+0.6% | 加碼 | – |
| LRCXLam Research Corp | Stock | 4,634 | $99.0 萬 | <0.1% | +1,214+35.5% | 加碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 14,544 | $101.4 萬 | <0.1% | +50+0.3% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E719 | BLOO EN ANGE ETF | 57,284 | $102.8 萬 | <0.1% | +1,178+2.1% | 加碼 | – |
| iShares Semiconductor ETF464287523 | ETF | 3,149 | $103.5 萬 | <0.1% | +102+3.3% | 加碼 | – |
| GEGeneral Electric Co | Stock | 3,653 | $103.7 萬 | <0.1% | +291+8.7% | 加碼 | 歷史 |
| VanEck ETF Trust92189F536 | LONG MUNI ETF | 61,878 | $107.9 萬 | <0.1% | −1,808−2.8% | 減碼 | – |
| WisdomTree Tr97717W430 | HEDGED HI YLD BD | 49,408 | $108.7 萬 | <0.1% | +572+1.2% | 加碼 | – |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 65,109 | $111.7 萬 | 0.1% | +7,773+13.6% | 加碼 | – |
| IAUiShares Gold Trust | ETF | 12,784 | $112.7 萬 | 0.1% | +1,796+16.3% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 14,915 | $115.7 萬 | 0.1% | +4,835+48.0% | 加碼 | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 11,296 | $120.3 萬 | 0.1% | −952−7.8% | 減碼 | – |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 7,027 | $121.9 萬 | 0.1% | +24+0.3% | 加碼 | 歷史 |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 49,828 | $123.6 萬 | 0.1% | +991+2.0% | 加碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 6,121 | $124.5 萬 | 0.1% | +1,250+25.7% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 8,645 | $124.9 萬 | 0.1% | +153+1.8% | 加碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 8,636 | $126.6 萬 | 0.1% | +1,096+14.5% | 加碼 | – |
選擇權（5 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 4 季之後清倉（30 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Schwab Strategic Tr808524581 | GOVERNMENT MONEY | 8,421 | $84.6 萬 | <0.1% | – |
| BIIBBiogen Inc. | COM | 2,410 | $42.4 萬 | <0.1% | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 517 | $39.9 萬 | <0.1% | 歷史 |
| MNDYmonday.com Ltd. | SHS | 2,587 | $38.2 萬 | <0.1% | 歷史 |
| AAgilent Technologies, Inc. | COM | 2,366 | $32.2 萬 | <0.1% | 歷史 |
| BSXBoston Scientific Corp | Stock | 2,889 | $27.5 萬 | <0.1% | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 569 | $25.8 萬 | <0.1% | 歷史 |
| Ssga Active Tr78470P309 | ST STR MARKE ETF | 5,490 | $23.8 萬 | <0.1% | – |
| NVRNVR Inc | COM | 32 | $23.3 萬 | <0.1% | 歷史 |
| ODFLOld Dominion Freight Line, Inc. | COM | 1,466 | $23.0 萬 | <0.1% | 歷史 |
| SPGIS&P Global Inc. | Stock | 427 | $22.3 萬 | <0.1% | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 1,031 | $21.5 萬 | <0.1% | 歷史 |
| Invesco Exchange Traded FD T46137V340 | S&P500 EQL FIN | 2,718 | $21.3 萬 | <0.1% | – |
| TELTE Connectivity plc | Stock | 937 | $21.3 萬 | <0.1% | 歷史 |
| LDOSLeidos Holdings, Inc. | COM | 1,158 | $20.9 萬 | <0.1% | 歷史 |
| DASHDoorDash, Inc. | Stock | 914 | $20.7 萬 | <0.1% | 歷史 |
| American Centy ETF Tr025072505 | DIVERSIFIED MU | 4,028 | $20.3 萬 | <0.1% | – |
| MCOMoodys Corp | Stock | 395 | $20.2 萬 | <0.1% | 歷史 |
| Innovator ETFs Trust45782C383 | US EQTY PWR BUF | 4,461 | $20.0 萬 | <0.1% | – |
| ALMAlmonty Industries Inc. | COM NEW | 11,441 | $10.1 萬 | <0.1% | 歷史 |
| OGNOrganon & Co. | Stock | 12,413 | $8.90 萬 | <0.1% | 歷史 |
| ATAIAtai Beckley N.V. | SHS | 19,649 | $8.04 萬 | <0.1% | 歷史 |
| WNWMeiwu Technology Co Ltd | COM | 51,586 | $7.17 萬 | <0.1% | 歷史 |
| SSIISS Innovations International, Inc. | COM NEW | 12,233 | $6.95 萬 | <0.1% | 歷史 |
| RRRichtech Robotics Inc. | CL B | 20,949 | $6.77 萬 | <0.1% | 歷史 |
| LAESSEALSQ Corp | ORD SHS | 17,895 | $6.76 萬 | <0.1% | 歷史 |
| RZLVRezolve AI PLC | ORD SHS | 15,068 | $3.87 萬 | <0.1% | 歷史 |
| WALDWaldencast plc | COMMON STOCK | 17,750 | $3.34 萬 | <0.1% | 歷史 |
| AGLagilon health, inc. | COM | 30,895 | $2.13 萬 | <0.1% | 歷史 |
| QSIQuantum-Si Inc | COM CL A | 12,329 | $1.36 萬 | <0.1% | 歷史 |