申报总市值
US$1.8亿
申报季度: 2026-03-31 · 持股只数: 50
McDonough Capital Management, Inc在最新一期 13F 报告中披露了 50 项持股，申报期为 2026-03-31，总持股市值约为 US$1.8亿，季度换手率为 14.7%。
减仓 MSFT
-7.8% -US$422.2万
加仓 NVDA
+2.7% -US$78.0万
加仓 COST
-0.2% US$70.1万
减仓 AMZN
-5.1% -US$419.9万
加仓 LMT
-2.8% US$74.5万
加仓 NOC
+3.3% US$74.7万
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com INC | 股票-周期性消费 | 13.68% | -0.63% | -5.10% | |
| 2 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 12.47% | -0.45% | -5.41% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 10.42% | +0.71% | +2.73% | |
| 4 | AAPL | Apple INC | 股票-科技 | 10.20% | -0.19% | -0.12% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 5.53% | -1.49% | -7.83% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.51% | -0.01% | -6.17% | |
| 7 | V | Visa Inc-class A Shares | 股票-金融 | 3.90% | -0.46% | -6.84% | |
| 8 | TSLA | Tesla INC | 股票-周期性消费 | 3.84% | -0.31% | +0.15% | |
| 9 | WM | Waste Management INC | 股票-工业 | 3.53% | +0.46% | -1.47% | |
| 10 | MA | Mastercard INC - A | 股票-金融 | 3.22% | -0.36% | -7.91% | |
| 11 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.89% | +0.64% | -0.24% | |
| 12 | HD | Home Depot INC | 股票-周期性消费 | 2.52% | -0.04% | -7.61% | |
| 13 | AVGO | Broadcom INC | 股票-科技 | 2.41% | +0.21% | +9.90% | |
| 14 | LMT | Lockheed Martin CORP | 股票-工业 | 2.31% | +0.61% | -2.84% | |
| 15 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 2.28% | +0.07% | +12.66% | |
| 16 | NOC | Northrop Grumman CORP | 股票-工业 | 2.14% | +0.59% | +3.32% | |
| 17 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.53% | -0.17% | -7.42% | |
| 18 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 1.42% | +0.16% | +1.57% | |
| 19 | NEE | Nextera Energy INC | 股票-公用事业 | 1.08% | +0.24% | -0.16% | |
| 20 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 1.07% | +0.04% | -7.19% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.89% | +0.10% | +11.08% | |
| 22 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.86% | +0.02% | — | |
| 23 | NFLX | Netflix INC | 股票-通信服务 | 0.60% | +0.02% | -9.01% | |
| 24 | RTX | Rtx CORP | 股票-工业 | 0.60% | +0.13% | +9.38% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.57% | +0.01% | -3.13% | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.56% | +0.03% | +0.85% | |
| 27 | PANW | Palo Alto Networks INC | 股票-科技 | 0.47% | +0.07% | +22.03% | |
| 28 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.40% | +0.03% | — | |
| 29 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.39% | -0.01% | +0.92% | |
| 30 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.29% | +0.01% | — | |
| 31 | DUK | Duke Energy CORP | 股票-公用事业 | 0.26% | +0.04% | -1.92% | |
| 32 | WEC | Wec Energy Group INC | 股票-公用事业 | 0.24% | +0.04% | — | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.22% | -0.01% | -10.94% | |
| 34 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.22% | +0.07% | +22.83% | |
| 35 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.21% | +0.01% | -19.90% | |
| 36 | AEP | American Electric Power | 股票-公用事业 | 0.20% | +0.04% | -0.54% | |
| 37 | PLD | Prologis INC | 股票-房地产 | 0.18% | +0.03% | +8.10% | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.18% | +0.01% | — | |
| 39 | VUG | Vanguard Growth ETF | ETF-其他 | 0.18% | — | — | |
| 40 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.16% | +0.02% | +0.58% | |
| 41 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.16% | +0.01% | — | |
| 42 | ANET | Arista Networks INC | 股票-科技 | 0.15% | +0.01% | +1.74% | |
| 43 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.15% | — | — | |
| 44 | DPZ | Domino's Pizza INC | 股票-周期性消费 | 0.14% | -0.02% | -8.38% | |
| 45 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.14% | — | — | |
| 46 | WMT | Walmart INC | 股票-非周期性消费 | 0.13% | +0.02% | — | |
| 47 | FTCS | First Trust Capital Strength | ETF-其他 | 0.13% | — | — | |
| 48 | EXR | Extra Space Storage INC | 股票-房地产 | 0.13% | -0.10% | -47.86% | |
| 49 | CAT | Caterpillar INC | 股票-工业 | 0.12% | +0.12% | NEW | |
| 50 | SLF | Sun Life Financial INC | 股票-金融 | 0.11% | +0.11% | NEW |
Q3 2026表现
+7.6%
近4个季度表现
+29.1%
基于可获取价格的持仓（占申报价值的81%）计算
| 季度 | 持股只数 | 总市值 | 稳定性 | 主要持股 |
|---|---|---|---|---|
| 2026-03-31 | 50 | US$1.8亿 | 15 | |
| 2025-12-31 | 51 | US$2.0亿 | 8 | |
| 2025-09-30 | 52 | US$2.0亿 | 26 | |
| 2025-06-30 | 51 | US$1.8亿 | 0 | |
| 2025-03-31 | 48 | US$1.5亿 | 0 | |
| 2024-12-31 | 47 | US$1.6亿 | 0 | |
| 2024-09-30 | 46 | US$1.5亿 | 0 | |
| 2024-06-30 | 44 | US$1.4亿 | 0 | |
| 2024-03-31 | 44 | US$1.3亿 | 0 | |
| 2023-12-31 | 43 | US$1.2亿 | 0 | |
| 2023-09-30 | 42 | US$1.1亿 | 0 | |
| 2023-06-30 | 42 | US$1.1亿 | 0 | |
| 2023-03-31 | 41 | US$9685.6万 | 0 | |
| 2022-12-31 | 41 | US$8629.9万 | 0 | |
| 2022-09-30 | 39 | US$8734.4万 | 0 | |
| 2022-06-30 | 37 | US$9043.6万 | 0 | |
| 2022-03-31 | 41 | US$1.2亿 | 0 | |
| 2021-12-31 | 41 | US$1.2亿 | 0 |
McDonough Capital Management, Inc 在 2026-03-31 最显著的持仓异动： 清仓: American Water Works Co INC (AWK); 清仓: Mcdonald's CORP (MCD); 清仓: Intl Business Machines CORP (IBM); 新建仓: Caterpillar INC (CAT); 新建仓: Sun Life Financial INC (SLF).