MEYER HANDELMAN CO
RYE BROOK NY · SEC CIK 0000045319
$32.16亿2026Q1 申报市值
220持仓数
31.6%前十大占比 · 第一大 5.5%
12 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
MSI 加仓+$964.19万
PTC 新建仓+$691.70万
COR 新建仓+$531.90万
OMC 加仓+$409.00万
RGLD 加仓+$370.84万
2026Q1 卖出最多 按季末市值估算
CAT 减仓-$795.95万
TT 减仓-$753.76万
NEE 减仓-$449.54万
ADBE 减仓-$314.72万
OTIS 减仓-$252.64万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| — | COMERICA INC | $0 | 0.00% | 0 | -13,488 | -100.0% | -$117.25万 | 清仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $0 | 0.00% | 0 | -1,945 | -100.0% | -$43.41万 | 清仓 |
| BABA | ALIBABA GROUP HLDG LTD | $0 | 0.00% | 0 | -2,200 | -100.0% | -$32.25万 | 清仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | EXACT SCIENCES CORP | $0 | 0.00% | 0 | -2,350 | -100.0% | -$23.87万 | 清仓 |
| — | CYBERARK SOFTWARE LTD | $0 | 0.00% | 0 | -450 | -100.0% | -$20.07万 | 清仓 |
| GRAB | GRAB HOLDINGS LIMITED | $9.13万 | 0.00% | 24,952 | 24,952 | — | $9.13万 | 新建仓 |
| PBI | PITNEY BOWES INC | $11.05万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | ELICIO THERAPEUTICS INC | $14.86万 | 0.00% | 13,899 | 0 | 0.0% | — | 不变 |
| TTE | TOTALENERGIES SE | $20.02万 | 0.01% | 2,200 | 2,200 | — | $20.02万 | 新建仓 |
| SLV | ISHARES SILVER TR | $20.44万 | 0.01% | 3,000 | 3,000 | — | $20.44万 | 新建仓 |
| SCHG | SCHWAB STRATEGIC TR | $20.67万 | 0.01% | 7,096 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $20.68万 | 0.01% | 2,200 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $21.26万 | 0.01% | 7,404 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SCOTTSDALE FDS | $21.33万 | 0.01% | 3,644 | 0 | 0.0% | — | 不变 |
| SONY | SONY GROUP CORP | $21.60万 | 0.01% | 10,435 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $21.73万 | 0.01% | 1,100 | 0 | 0.0% | — | 不变 |
| AIR | AAR CORP | $21.89万 | 0.01% | 2,000 | 2,000 | — | $21.89万 | 新建仓 |
| LIN | LINDE PLC | $22.31万 | 0.01% | 450 | -46 | -9.3% | -$2.28万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $23.64万 | 0.01% | 1,162 | 0 | 0.0% | — | 不变 |
| KMPR | KEMPER CORP | $23.97万 | 0.01% | 7,845 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $24.33万 | 0.01% | 487 | -56 | -10.3% | -$2.80万 | 减仓 |
| BAC | BANK AMERICA CORP | $24.69万 | 0.01% | 5,065 | 0 | 0.0% | — | 不变 |
| VGIT | VANGUARD SCOTTSDALE FDS | $25.58万 | 0.01% | 4,296 | -68 | -1.6% | -$4,049 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $25.61万 | 0.01% | 1,404 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $25.68万 | 0.01% | 575 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC | $28.11万 | 0.01% | 1,125 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $28.56万 | 0.01% | 3,100 | 0 | 0.0% | — | 不变 |
| SLG | SL GREEN RLTY CORP | $29.52万 | 0.01% | 7,990 | 0 | 0.0% | — | 不变 |
| GOVT | ISHARES TR | $30.08万 | 0.01% | 13,131 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $30.72万 | 0.01% | 1,300 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY S A | $30.79万 | 0.01% | 635 | 71 | 12.6% | $3.44万 | 加仓 |
| BLK | BLACKROCK INC | $31.74万 | 0.01% | 330 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $31.77万 | 0.01% | 1,125 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $35.44万 | 0.01% | 2,320 | 2,320 | — | $35.44万 | 新建仓 |
| FMS | FRESENIUS MEDICAL CARE AG | $36.10万 | 0.01% | 16,000 | 0 | 0.0% | — | 不变 |
| LBRX | LB PHARMACEUTICALS INC | $37.22万 | 0.01% | 15,094 | 15,094 | — | $37.22万 | 新建仓 |
| AZN | ASTRAZENECA PLC | $38.62万 | 0.01% | 1,962 | 1,962 | — | $38.62万 | 新建仓 |
| SJM | SMUCKER J M CO | $39.65万 | 0.01% | 4,111 | -9,862 | -70.6% | -$95.11万 | 减仓 |
| NOW | SERVICENOW INC | $43.13万 | 0.01% | 4,125 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON CORP | $43.85万 | 0.01% | 3,696 | 0 | 0.0% | — | 不变 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $45.61万 | 0.01% | 6,800 | 0 | 0.0% | — | 不变 |
| LPX | LOUISIANA PAC CORP | $45.83万 | 0.01% | 6,300 | 0 | 0.0% | — | 不变 |
| CCJ | CAMECO CORP | $53.76万 | 0.02% | 4,950 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC | $56.77万 | 0.02% | 4,198 | -800 | -16.0% | -$10.82万 | 减仓 |
| VMC | VULCAN MATLS CO | $57.75万 | 0.02% | 2,121 | 391 | 22.6% | $10.65万 | 加仓 |
| TSLA | TESLA INC | $57.81万 | 0.02% | 1,555 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $59.55万 | 0.02% | 3,830 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $60.40万 | 0.02% | 2,163 | 736 | 51.6% | $20.55万 | 加仓 |
| EMN | EASTMAN CHEM CO | $61.06万 | 0.02% | 8,000 | -2,000 | -20.0% | -$15.26万 | 减仓 |
| ADSK | AUTODESK INC | $62.22万 | 0.02% | 2,599 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $63.77万 | 0.02% | 2,775 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $64.96万 | 0.02% | 14,000 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP | $74.42万 | 0.02% | 11,450 | -1,800 | -13.6% | -$11.70万 | 减仓 |
| FE | FIRSTENERGY CORP | $75.32万 | 0.02% | 14,867 | -165 | -1.1% | -$8,359 | 减仓 |
| CAG | CONAGRA BRANDS INC | $79.83万 | 0.02% | 50,785 | -16,575 | -24.6% | -$26.06万 | 减仓 |
| ZTS | ZOETIS INC | $80.04万 | 0.02% | 6,771 | 0 | 0.0% | — | 不变 |
| ALB | ALBEMARLE CORP | $87.97万 | 0.03% | 4,900 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $88.45万 | 0.03% | 17,212 | 4,900 | 39.8% | $25.18万 | 加仓 |
| GSK | GSK PLC | $88.45万 | 0.03% | 16,027 | -1,305 | -7.5% | -$7.20万 | 减仓 |
| VLTO | VERALTO CORP | $91.30万 | 0.03% | 10,326 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $91.31万 | 0.03% | 2,950 | -300 | -9.2% | -$9.29万 | 减仓 |
| BAX | BAXTER INTL INC | $91.65万 | 0.03% | 54,552 | -46,100 | -45.8% | -$77.45万 | 减仓 |
| ALV | AUTOLIV INC | $91.87万 | 0.03% | 8,736 | 0 | 0.0% | — | 不变 |
| PNR | PENTAIR PLC | $93.82万 | 0.03% | 10,770 | 0 | 0.0% | — | 不变 |
| POST | POST HLDGS INC | $93.92万 | 0.03% | 9,500 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $95.06万 | 0.03% | 2,235 | -755 | -25.3% | -$32.11万 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $98.26万 | 0.03% | 6,049 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO | $99.79万 | 0.03% | 4,800 | 0 | 0.0% | — | 不变 |
| WY | WEYERHAEUSER CO | $100.87万 | 0.03% | 41,290 | -300 | -0.7% | -$7,329 | 减仓 |
| — | SEALED AIR CORP NEW | $107.23万 | 0.03% | 25,500 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $110.13万 | 0.03% | 1,955 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC | $110.14万 | 0.03% | 637 | 193 | 43.5% | $33.37万 | 加仓 |
| MTRN | MATERION CORP | $114.27万 | 0.04% | 7,900 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $114.91万 | 0.04% | 16,474 | 16,474 | — | $114.91万 | 新建仓 |
| C | CITIGROUP INC | $115.96万 | 0.04% | 10,225 | -800 | -7.3% | -$9.07万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $116.94万 | 0.04% | 25,171 | 25,171 | — | $116.94万 | 新建仓 |
| ITT | ITT INC | $118.32万 | 0.04% | 6,210 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $123.85万 | 0.04% | 4,643 | -550 | -10.6% | -$14.67万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $125.37万 | 0.04% | 3,833 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $126.73万 | 0.04% | 43,715 | -565 | -1.3% | -$1.64万 | 减仓 |
| SXT | SENSIENT TECHNOLOGIES CORP | $136.49万 | 0.04% | 15,790 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $138.16万 | 0.04% | 15,261 | 15,261 | — | $138.16万 | 新建仓 |
| FTV | FORTIVE CORP | $138.20万 | 0.04% | 25,000 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $139.33万 | 0.04% | 19,370 | 500 | 2.6% | $3.60万 | 加仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $142.49万 | 0.04% | 15,759 | -13,410 | -46.0% | -$121.25万 | 减仓 |
| HEI | HEICO CORP NEW | $153.91万 | 0.05% | 5,613 | 0 | 0.0% | — | 不变 |
| CBSH | COMMERCE BANCSHARES INC | $154.27万 | 0.05% | 31,355 | -300 | -0.9% | -$1.48万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $163.22万 | 0.05% | 1,638 | -20 | -1.2% | -$1.99万 | 减仓 |
| CPB | THE CAMPBELLS COMPANY | $173.05万 | 0.05% | 77,705 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $173.19万 | 0.05% | 32,008 | -109 | -0.3% | -$5,898 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $175.62万 | 0.05% | 24,673 | -15 | -0.1% | -$1,068 | 减仓 |
| INTC | INTEL CORP | $175.90万 | 0.05% | 39,860 | -800 | -2.0% | -$3.53万 | 减仓 |
| LW | LAMB WESTON HLDGS INC | $176.86万 | 0.05% | 41,850 | -16,150 | -27.8% | -$68.25万 | 减仓 |
| SYF | SYNCHRONY FINANCIAL | $178.78万 | 0.06% | 26,284 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC | $189.30万 | 0.06% | 3,369 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $189.70万 | 0.06% | 19,683 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $195.43万 | 0.06% | 27,635 | -6,400 | -18.8% | -$45.26万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $195.62万 | 0.06% | 3,008 | -137 | -4.4% | -$8.91万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $199.42万 | 0.06% | 2,581 | -297 | -10.3% | -$22.95万 | 减仓 |