McDonald Capital
McDonald Family
中型报告期
Q2 2026
组合日期
2026年6月30日
持股数
20
市值
$1.4B
持仓价值趋势
Q3 2024
Q4 2024
Q1 2025
Q2 2025
Q3 2025
Q4 2025
Q1 2026
Q2 2026
历史持仓
| Symbol | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|
| PGR | 12.9% | 11.9% | 12.3% | 14.0% |
| BRK.B | 10.3% | 10.0% | 9.5% | 10.0% |
| REGN | 8.8% | 10.9% | 9.9% | 7.5% |
| AMZN | 8.1% | 7.2% | 7.2% | 7.3% |
| BN | 7.6% | 7.3% | 7.6% | 8.0% |
| GOOGL | 6.0% | - | - | - |
| JPM | 5.9% | 5.4% | 5.3% | 5.6% |
| MLM | 5.8% | 6.0% | 5.8% | 6.2% |
| PAYX | 5.5% | 5.3% | 5.8% | 6.8% |
| NFLX | 5.5% | 7.1% | 6.3% | 8.3% |
披露后主要贡献者
披露价至今涨跌幅，按组合贡献排序
PAYX+12.66%
UNP+6.14%
JPM+2.51%
REGN+27.71%
FDS+31.18%
披露后主要拖累者
披露价至今涨跌幅，按组合贡献排序
GOOGL-2.28%
PGR-2.15%
AMZN+6.89%
ECL+4.38%
MLM-14.82%
行业分析
材料11.2%
金融44.3%
医疗保健8.8%
科技5.5%
工业8.5%
通信服务11.5%
可选消费10.3%
交易摘要
该分类暂无股票
全部持仓
120
P
$PGR
12.9%
减持 8.42%
2B
$BRK.B
10.3%
减持 7.37%
3R
$REGN
8.8%
减持 6.23%
4A
$AMZN
8.1%
减持 8.10%
5B
$BN
7.6%
减持 7.76%
6G
$GOOGL
6.0%
减持 6.90%
7J
$JPM
5.9%
减持 7.62%
8M
$MLM
5.8%
减持 7.29%
9P
$PAYX
5.5%
减持 7.94%
10N
$NFLX
5.5%
减持 3.60%
11E
$ECL
5.3%
减持 10.21%
12U
$UNP
4.2%
减持 8.87%
13C
$CPRT
4.2%
增持 18.44%
14W
$WFC
3.8%
减持 8.58%
15F
$FDS
3.0%
减持 6.70%
16N
$NKE
2.2%
减持 8.45%
17B
$BAM
0.8%
减持 25.24%
18F
$FAST
0.1%
减持 63.40%
19G
$GOOG
0.1%
E
$ETF-RSP
0.0%
减持 4.18%