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 |
|---|---|---|---|---|---|---|---|---|
| ABBV | ABBVIE INC | $3,878.39万 | 1.21% | 178,325 | 1,830 | 1.0% | $39.80万 | 加仓 |
| META | META PLATFORMS INC | $3,896.61万 | 1.21% | 68,107 | 2,625 | 4.0% | $150.18万 | 加仓 |
| AMGN | AMGEN INC | $4,073.19万 | 1.27% | 115,765 | -3,466 | -2.9% | -$121.95万 | 减仓 |
| CVX | CHEVRON CORPORATION | $4,283.31万 | 1.33% | 207,023 | -3,347 | -1.6% | -$69.25万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $4,316.21万 | 1.34% | 447,415 | 6,090 | 1.4% | $58.75万 | 加仓 |
| ALL | ALLSTATE CORP | $4,375.06万 | 1.36% | 211,009 | 4,222 | 2.0% | $87.54万 | 加仓 |
| GE | GE AEROSPACE | $4,541.34万 | 1.41% | 160,036 | -90 | -0.1% | -$2.55万 | 减仓 |
| MRK | MERCK & CO INC | $4,579.50万 | 1.42% | 380,705 | 2,418 | 0.6% | $29.09万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $4,676.55万 | 1.45% | 335,549 | -1,175 | -0.3% | -$16.38万 | 减仓 |
| CSCO | CISCO SYS INC | $5,099.56万 | 1.59% | 657,245 | 21,042 | 3.3% | $163.26万 | 加仓 |
| MPC | MARATHON PETE CORP | $5,357.99万 | 1.67% | 219,428 | -8,257 | -3.6% | -$201.62万 | 减仓 |
| GLW | CORNING INC | $5,381.04万 | 1.67% | 395,752 | -3,580 | -0.9% | -$48.68万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $6,251.12万 | 1.94% | 1,245,243 | 35,395 | 2.9% | $177.68万 | 加仓 |
| — | EXXON MOBIL CORP | $6,472.65万 | 2.01% | 381,507 | -1,180 | -0.3% | -$20.02万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $7,357.73万 | 2.29% | 509,397 | -5,210 | -1.0% | -$75.25万 | 减仓 |
| AMZN | AMAZON COM INC | $7,390.32万 | 2.30% | 354,843 | 7,534 | 2.2% | $156.91万 | 加仓 |
| CAT | CATERPILLAR INC | $7,402.42万 | 2.30% | 104,486 | -11,235 | -9.7% | -$795.95万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $8,592.46万 | 2.67% | 354,489 | 966 | 0.3% | $23.41万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $8,716.83万 | 2.71% | 209,167 | -18,087 | -8.0% | -$753.76万 | 减仓 |
| — | HONEYWELL INTL INC | $8,727.90万 | 2.71% | 386,139 | -9,953 | -2.5% | -$224.97万 | 减仓 |
| GOOG | ALPHABET INC | $8,756.52万 | 2.72% | 305,254 | -410 | -0.1% | -$11.76万 | 减仓 |
| MCK | MCKESSON CORP | $8,868.21万 | 2.76% | 102,480 | -2,426 | -2.3% | -$209.94万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $9,215.27万 | 2.87% | 313,274 | 7,626 | 2.5% | $224.33万 | 加仓 |
| WMT | WALMART INC | $9,269.66万 | 2.88% | 745,869 | -4,975 | -0.7% | -$61.83万 | 减仓 |
| AAPL | APPLE INC | $1.43亿 | 4.45% | 564,419 | -3,875 | -0.7% | -$98.34万 | 减仓 |
| MSFT | MICROSOFT CORP | $1.76亿 | 5.48% | 476,366 | 684 | 0.1% | $25.32万 | 加仓 |