MEYER HANDELMAN CO
RYE BROOK NY · SEC CIK 0000045319
$39.13亿2026Q2 申报市值
274持仓数
37.3%前十大占比 · 第一大 10.8%
58 / 6新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
HONA 新建仓+$4.21亿
NVDA 加仓+$1,029.05万
TRGP 新建仓+$990.59万
PTC 加仓+$503.75万
MSI 加仓+$360.97万
2026Q2 卖出最多 按季末市值估算
HON 减仓-$7,485.63万
Honeywell Intern 重新持有-$2,666.45万
CAT 减仓-$664.92万
MCK 减仓-$584.08万
KMB 减仓-$580.18万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| CEG | Constellation Energy Corp | $53.72万 | 0.01% | 2,163 | 0 | 0.0% | — | 不变 |
| HIG | Hartford Financial Services Group Inc | $55.63万 | 0.01% | 4,198 | 0 | 0.0% | — | 不变 |
| — | Asml Holding NV Eur0 09 (post Split) | $56.09万 | 0.01% | 285 | 285 | — | $56.09万 | 新建仓 |
| IBKR | Interactive Brokers Group Inc Class A | $59.19万 | 0.02% | 6,800 | 0 | 0.0% | — | 不变 |
| IAU | iShares Gold TR iShares New | $60.94万 | 0.02% | 8,071 | 8,071 | — | $60.94万 | 新建仓 |
| YUM | Yum! Brands Inc | $61.23万 | 0.02% | 3,830 | 0 | 0.0% | — | 不变 |
| CRM | Salesforce Inc | $62.27万 | 0.02% | 3,975 | -10,735 | -73.0% | -$168.17万 | 减仓 |
| TSLA | Tesla Inc | $63.30万 | 0.02% | 1,505 | -50 | -3.2% | -$2.10万 | 减仓 |
| WM | Waste Management Inc | $66.27万 | 0.02% | 2,973 | 198 | 7.1% | $4.41万 | 加仓 |
| AMD | Advanced Micro Devices Inc | $67.50万 | 0.02% | 1,162 | 0 | 0.0% | — | 不变 |
| BAX | Baxter International Inc | $69.93万 | 0.02% | 32,798 | -21,754 | -39.9% | -$46.38万 | 减仓 |
| FAST | Fastenal Company | $71.89万 | 0.02% | 14,981 | 981 | 7.0% | $4.71万 | 加仓 |
| PNR | Pentair plc | $74.90万 | 0.02% | 9,770 | -1,000 | -9.3% | -$7.67万 | 减仓 |
| SLB | Schlumberger Limited | $80.02万 | 0.02% | 17,212 | 0 | 0.0% | — | 不变 |
| POST | Post Holdings Inc | $83.85万 | 0.02% | 9,500 | 0 | 0.0% | — | 不变 |
| GSK | GSK plc | $84.01万 | 0.02% | 16,027 | 0 | 0.0% | — | 不变 |
| HSY | Hershey Company | $84.22万 | 0.02% | 4,800 | 0 | 0.0% | — | 不变 |
| SPGI | S&P Global Inc | $89.39万 | 0.02% | 2,195 | -40 | -1.8% | -$1.63万 | 减仓 |
| VMC | Vulcan Matls Co Com | $89.95万 | 0.02% | 3,049 | 928 | 43.8% | $27.38万 | 加仓 |
| T | AT&T Inc | $90.49万 | 0.02% | 43,715 | 0 | 0.0% | — | 不变 |
| VLTO | Veralto Corporation | $91.57万 | 0.02% | 10,326 | 0 | 0.0% | — | 不变 |
| — | Samsung Electronics GDR | $93.79万 | 0.02% | 174 | 174 | — | $93.79万 | 新建仓 |
| WY | Weyerhaeuser Co | $98.13万 | 0.03% | 40,990 | -300 | -0.7% | -$7,182 | 减仓 |
| ALV | Autoliv Inc Com | $101.49万 | 0.03% | 8,736 | 0 | 0.0% | — | 不变 |
| ITT | ITT Inc Com | $113.71万 | 0.03% | 5,750 | -460 | -7.4% | -$9.10万 | 减仓 |
| AVY | Avery Dennison Corp Com | $113.81万 | 0.03% | 7,010 | -6,467 | -48.0% | -$104.99万 | 减仓 |
| LW | Lamb Weston Holdings Inc | $117.16万 | 0.03% | 27,133 | -14,717 | -35.2% | -$63.55万 | 减仓 |
| DE | Deere & Co | $124.01万 | 0.03% | 1,955 | 0 | 0.0% | — | 不变 |
| ZBH | Zimmer Biomet Holdings Inc | $124.44万 | 0.03% | 14,455 | -1,304 | -8.3% | -$11.23万 | 减仓 |
| GEHC | GE HealthCare Technologies Inc | $124.61万 | 0.03% | 19,467 | -5,206 | -21.1% | -$33.32万 | 减仓 |
| CI | Cigna Group | $128.00万 | 0.03% | 4,643 | 0 | 0.0% | — | 不变 |
| UBER | Uber Technologies Inc | $135.12万 | 0.03% | 18,725 | -645 | -3.3% | -$4.65万 | 减仓 |
| AVGO | Broadcom Inc | $135.83万 | 0.03% | 3,605 | 655 | 22.2% | $24.68万 | 加仓 |
| C | Citigroup Inc | $138.91万 | 0.04% | 9,925 | -300 | -2.9% | -$4.20万 | 减仓 |
| AXON | Axon Enterprise Inc | $139.31万 | 0.04% | 2,485 | 2,485 | — | $139.31万 | 新建仓 |
| FITB | Fifth Third Bancorp Com | $141.89万 | 0.04% | 25,171 | 0 | 0.0% | — | 不变 |
| MAR | Marriott International Inc | $142.05万 | 0.04% | 3,833 | 0 | 0.0% | — | 不变 |
| IEMG | iShares Inc Core MSCI Emerging MKTS ETF | $149.72万 | 0.04% | 18,074 | 1,600 | 9.7% | $13.25万 | 加仓 |
| FTV | Fortive Corporation | $152.72万 | 0.04% | 25,000 | 0 | 0.0% | — | 不变 |
| DOW | Dow Inc | $152.75万 | 0.04% | 55,828 | -5,340 | -8.7% | -$14.61万 | 减仓 |
| COST | Costco Wholesale Corporation | $154.85万 | 0.04% | 1,655 | 17 | 1.0% | $1.59万 | 加仓 |
| ENB | Enbridge Inc | $155.59万 | 0.04% | 28,701 | -3,307 | -10.3% | -$17.93万 | 减仓 |
| CPB | Campbell Soup Company | $157.79万 | 0.04% | 70,855 | -6,850 | -8.8% | -$15.25万 | 减仓 |
| NFLX | Netflix Inc | $161.36万 | 0.04% | 22,600 | -7,400 | -24.7% | -$52.84万 | 减仓 |
| REGN | Regeneron Pharmaceuticals Inc | $162.68万 | 0.04% | 2,609 | 28 | 1.1% | $1.75万 | 加仓 |
| MDT | Medtronic plc | $163.69万 | 0.04% | 20,924 | -26,583 | -56.0% | -$207.96万 | 减仓 |
| IEFA | iShares TR Core MSCI EAFE ETF | $165.15万 | 0.04% | 17,101 | 1,840 | 12.1% | $17.77万 | 加仓 |
| IDXX | IDEXX Laboratories Inc | $177.36万 | 0.05% | 3,369 | 0 | 0.0% | — | 不变 |
| CBSH | Commerce Bancshares Inc | $181.08万 | 0.05% | 31,355 | 0 | 0.0% | — | 不变 |
| DIS | Walt Disney Company | $189.45万 | 0.05% | 19,683 | 0 | 0.0% | — | 不变 |
| SXT | Sensient Technologies Corp | $194.67万 | 0.05% | 15,790 | 0 | 0.0% | — | 不变 |
| SYF | Synchrony Financial | $197.78万 | 0.05% | 26,007 | -277 | -1.1% | -$2.11万 | 减仓 |
| HEI | Heico Corp | $199.93万 | 0.05% | 5,613 | 0 | 0.0% | — | 不变 |
| EW | Edwards Lifesciences Corporation | $206.25万 | 0.05% | 22,800 | -2,400 | -9.5% | -$21.71万 | 减仓 |
| XYL | Xylem Inc | $215.04万 | 0.05% | 18,191 | -1,460 | -7.4% | -$17.26万 | 减仓 |
| MET | MetLife Inc | $222.61万 | 0.06% | 26,310 | -1,325 | -4.8% | -$11.21万 | 减仓 |
| HAL | Halliburton Company | $232.22万 | 0.06% | 68,400 | -200 | -0.3% | -$6,790 | 减仓 |
| DD | DuPont De Nemours Inc Com New | $234.85万 | 0.06% | 17,314 | -41,334 | -70.5% | -$560.65万 | 减仓 |
| SNPS | Synopsys Inc | $234.86万 | 0.06% | 5,265 | 0 | 0.0% | — | 不变 |
| MTRN | Materion Corp Com | $234.94万 | 0.06% | 7,900 | 0 | 0.0% | — | 不变 |
| TGT | Target Corporation | $253.83万 | 0.06% | 19,434 | -5,050 | -20.6% | -$65.96万 | 减仓 |
| OTIS | Otis Worldwide Corporation | $260.39万 | 0.07% | 36,367 | -13,235 | -26.7% | -$94.76万 | 减仓 |
| WEC | WEC Energy Group Inc | $263.32万 | 0.07% | 22,550 | 0 | 0.0% | — | 不变 |
| BRK/B | Berkshire Hathaway Inc | $264.71万 | 0.07% | 5,290 | 0 | 0.0% | — | 不变 |
| GIS | General Mills Inc | $268.48万 | 0.07% | 77,150 | -3,000 | -3.7% | -$10.44万 | 减仓 |
| UNP | Union Pac Corp Com | $279.67万 | 0.07% | 10,282 | 362 | 3.6% | $9.85万 | 加仓 |
| SSNC | SS&C Technologies Holdings Inc | $300.70万 | 0.08% | 48,461 | -74,066 | -60.4% | -$459.58万 | 减仓 |
| SPY | SPDR S&P 500 ETF TR TR Unit | $316.44万 | 0.08% | 4,247 | 1,239 | 41.2% | $92.32万 | 加仓 |
| IP | International Paper Company | $319.60万 | 0.08% | 83,884 | -46,778 | -35.8% | -$178.22万 | 减仓 |
| IVV | iShares TR Core S&P 500 ETF | $333.71万 | 0.09% | 4,456 | -50 | -1.1% | -$3.74万 | 减仓 |
| BP | BP p l c | $339.13万 | 0.09% | 91,782 | -1,474 | -1.6% | -$5.45万 | 减仓 |
| CAH | Cardinal Health Inc | $354.72万 | 0.09% | 14,932 | 0 | 0.0% | — | 不变 |
| CTVA | Corteva Inc | $359.77万 | 0.09% | 42,481 | -3,764 | -8.1% | -$31.88万 | 减仓 |
| HPQ | HP Inc | $380.13万 | 0.10% | 173,259 | -22,035 | -11.3% | -$48.34万 | 减仓 |
| XEL | Xcel Energy Inc | $385.01万 | 0.10% | 47,946 | -875 | -1.8% | -$7.03万 | 减仓 |
| CVS | CVS Health Corporation | $409.37万 | 0.10% | 39,572 | -4,000 | -9.2% | -$41.38万 | 减仓 |
| SRE | Sempra | $473.50万 | 0.12% | 51,073 | -1,600 | -3.0% | -$14.83万 | 减仓 |
| LMT | Lockheed Martin Corporation | $499.98万 | 0.13% | 9,814 | 172 | 1.8% | $8.76万 | 加仓 |
| INTC | Intel Corporation | $504.90万 | 0.13% | 36,160 | -3,700 | -9.3% | -$51.66万 | 减仓 |
| SWK | Stanley Black & Decker Inc | $547.92万 | 0.14% | 58,215 | -2,867 | -4.7% | -$26.98万 | 减仓 |
| PSX | Phillips 66 | $552.32万 | 0.14% | 32,672 | -400 | -1.2% | -$6.76万 | 减仓 |
| MS | Morgan Stanley | $558.43万 | 0.14% | 26,714 | -624 | -2.3% | -$13.04万 | 减仓 |
| MO | Altria Group Inc | $650.88万 | 0.17% | 90,463 | 0 | 0.0% | — | 不变 |
| DUK | Duke Energy Corporation | $661.72万 | 0.17% | 52,277 | -3,553 | -6.4% | -$44.97万 | 减仓 |
| APD | Air Products and Chemicals Inc | $666.78万 | 0.17% | 22,743 | -525 | -2.3% | -$15.39万 | 减仓 |
| Q | Qnity Electronics Inc | $677.57万 | 0.17% | 41,490 | -87 | -0.2% | -$1.42万 | 减仓 |
| CARR | Carrier Global Corporation | $677.75万 | 0.17% | 92,400 | -5,590 | -5.7% | -$41.00万 | 减仓 |
| COR | Cencora Inc | $701.25万 | 0.18% | 24,781 | 7,849 | 46.4% | $222.11万 | 加仓 |
| BA | Boeing Company | $718.92万 | 0.18% | 33,211 | -2,500 | -7.0% | -$54.12万 | 减仓 |
| SOLS | Solstice Advanced Materials Inc | $731.57万 | 0.19% | 82,570 | -957 | -1.1% | -$8.48万 | 减仓 |
| TRV | Travelers Companies Inc | $739.47万 | 0.19% | 22,400 | 0 | 0.0% | — | 不变 |
| HPE | Hewlett Packard Enterprise Company | $749.77万 | 0.19% | 166,209 | -3,035 | -1.8% | -$13.69万 | 减仓 |
| DHR | Danaher Corporation | $775.86万 | 0.20% | 40,732 | -5,600 | -12.1% | -$106.67万 | 减仓 |
| MDLZ | Mondelez International Inc | $781.64万 | 0.20% | 135,139 | -9,548 | -6.6% | -$55.23万 | 减仓 |
| SBUX | Starbucks Corporation | $786.13万 | 0.20% | 76,928 | -2,745 | -3.4% | -$28.05万 | 减仓 |
| PWR | Quanta Services Inc | $813.29万 | 0.21% | 11,295 | -30 | -0.3% | -$2.16万 | 减仓 |
| BX | Blackstone Inc | $846.90万 | 0.22% | 71,980 | -177 | -0.2% | -$2.08万 | 减仓 |
| AEP | American Electric Power Company Inc | $852.72万 | 0.22% | 62,329 | -602 | -1.0% | -$8.24万 | 减仓 |
| ALLE | Allegion plc | $860.56万 | 0.22% | 61,254 | -920 | -1.5% | -$12.93万 | 减仓 |
| KR | Kroger | $877.25万 | 0.22% | 157,977 | 5,770 | 3.8% | $32.04万 | 加仓 |