McDonald Capital
McDonald Family
中型报告期
Q3 2026
组合日期
2026年9月30日
持股数
20
市值
$1.2B
持仓价值趋势
Q4 2024
Q1 2025
Q2 2025
Q3 2025
Q4 2025
Q1 2026
Q2 2026
Q3 2026
历史持仓
| Symbol | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 |
|---|---|---|---|---|
| PGR | 12.4% | 12.9% | 11.9% | 12.3% |
| REGN | 10.8% | 8.8% | 10.9% | 9.9% |
| BRK.B | 10.2% | 10.3% | 10.0% | 9.5% |
| AMZN | 8.3% | 8.1% | 7.2% | 7.2% |
| BN | 6.5% | 7.6% | 7.3% | 7.6% |
| MLM | 6.1% | 5.8% | 6.0% | 5.8% |
| JPM | 5.9% | 5.9% | 5.4% | 5.3% |
| GOOGL | 5.7% | 6.0% | - | - |
| PAYX | 5.6% | 5.5% | 5.3% | 5.8% |
| NFLX | 5.3% | 5.5% | 7.1% | 6.3% |
披露后主要贡献者
披露价至今涨跌幅，按组合贡献排序
PGR+12.84%
BRK.B+11.68%
PAYX+17.25%
REGN+26.77%
FDS+27.33%
披露后主要拖累者
披露价至今涨跌幅，按组合贡献排序
GOOGL-18.92%
NFLX-10.41%
GOOG-18.40%
AMZN-1.41%
行业分析
Others0.0%
材料11.4%
金融42.6%
医疗保健10.8%
科技5.6%
工业8.3%
通信服务11.1%
可选消费10.3%
交易摘要
该分类暂无股票
全部持仓
120
P
$PGR
12.4%
减持 9.77%
2R
$REGN
10.8%
减持 10.56%
3B
$BRK.B
10.2%
减持 11.67%
4A
$AMZN
8.3%
减持 11.82%
5B
$BN
6.5%
减持 11.54%
6M
$MLM
6.1%
增持 11.52%
7J
$JPM
5.9%
减持 12.31%
8G
$GOOGL
5.7%
减持 11.51%
9P
$PAYX
5.6%
减持 9.85%
10N
$NFLX
5.3%
减持 10.89%
11E
$ECL
5.3%
减持 10.91%
12U
$UNP
4.1%
减持 11.71%
13C
$CPRT
4.0%
减持 11.08%
14W
$WFC
3.5%
减持 14.67%
15F
$FDS
3.4%
减持 13.71%
16N
$NKE
1.9%
减持 10.46%
17B
$BAM
0.8%
减持 15.95%
18F
$FAST
0.1%
减持 27.50%
19G
$GOOG
0.1%
E
$ETF-RSP
0.0%