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 |
|---|---|---|---|---|---|---|---|---|
| GPC | Genuine Parts Company | $977.08万 | 0.25% | 82,817 | -1,750 | -2.1% | -$20.65万 | 减仓 |
| ABT | Abbott Laboratories | $982.12万 | 0.25% | 108,221 | 1,354 | 1.3% | $12.29万 | 加仓 |
| TRGP | Targa Res Corp | $990.59万 | 0.25% | 36,943 | 36,943 | — | $990.59万 | 新建仓 |
| AZO | Autozone Inc | $1,016.95万 | 0.26% | 3,182 | 86 | 2.8% | $27.49万 | 加仓 |
| CHKP | Check Point Software Technologies | $1,023.80万 | 0.26% | 77,897 | 3,805 | 5.1% | $50.01万 | 加仓 |
| PM | Philip Morris International Inc | $1,037.37万 | 0.27% | 57,339 | 20 | 0.0% | $3,618 | 加仓 |
| PTC | PTC Inc | $1,055.26万 | 0.27% | 92,884 | 44,340 | 91.3% | $503.75万 | 加仓 |
| RGLD | Royal Gold Inc | $1,088.83万 | 0.28% | 54,548 | 3,968 | 7.8% | $79.21万 | 加仓 |
| JCI | Johnson Controls International plc | $1,139.32万 | 0.29% | 77,977 | -341 | -0.4% | -$4.98万 | 减仓 |
| HON | Honeywell Intl Inc Com New | $1,160.03万 | 0.30% | 51,810 | -334,329 | -86.6% | -$7,485.63万 | 减仓 |
| AXP | American Express | $1,162.40万 | 0.30% | 34,365 | 0 | 0.0% | — | 不变 |
| EMR | Emerson Electric Co | $1,373.07万 | 0.35% | 95,918 | -1,567 | -1.6% | -$22.43万 | 减仓 |
| ETR | Entergy Corporation | $1,373.59万 | 0.35% | 119,588 | -3,850 | -3.1% | -$44.22万 | 减仓 |
| GS | Goldman Sachs Group Inc | $1,401.76万 | 0.36% | 13,860 | -135 | -1.0% | -$13.65万 | 减仓 |
| NEE | NextEra Energy Inc | $1,431.44万 | 0.37% | 163,090 | -150 | -0.1% | -$1.32万 | 减仓 |
| CL | Colgate-Palmolive Company | $1,499.04万 | 0.38% | 163,508 | -932 | -0.6% | -$8.54万 | 减仓 |
| NUE | Nucor Corporation | $1,562.19万 | 0.40% | 70,132 | -150 | -0.2% | -$3.34万 | 减仓 |
| COP | ConocoPhillips | $1,604.00万 | 0.41% | 154,290 | -3,845 | -2.4% | -$39.97万 | 减仓 |
| EXPE | Expedia Group Inc | $1,754.72万 | 0.45% | 68,576 | 3,317 | 5.1% | $84.88万 | 加仓 |
| OMC | Omnicom Group Inc | $1,775.06万 | 0.45% | 243,726 | 3,260 | 1.4% | $23.74万 | 加仓 |
| WFC | Wells Fargo & Company | $1,780.98万 | 0.46% | 215,511 | -2,750 | -1.3% | -$22.73万 | 减仓 |
| FCX | Freeport-McMoRan Inc | $1,829.04万 | 0.47% | 290,832 | 0 | 0.0% | — | 不变 |
| MSI | Motorola Solutions Inc | $1,854.31万 | 0.47% | 44,651 | 8,692 | 24.2% | $360.97万 | 加仓 |
| IR | Ingersoll Rand Inc | $1,879.06万 | 0.48% | 229,182 | -2,778 | -1.2% | -$22.78万 | 减仓 |
| PPG | PPG Industries Inc | $1,892.28万 | 0.48% | 156,013 | -1,260 | -0.8% | -$15.28万 | 减仓 |
| NRG | NRG Energy Inc | $1,900.12万 | 0.49% | 130,092 | 10,003 | 8.3% | $146.10万 | 加仓 |
| TEL | TE Connectivity plc | $1,914.29万 | 0.49% | 94,950 | -1,000 | -1.0% | -$20.16万 | 减仓 |
| ADP | Automatic Data Processing Inc | $2,029.27万 | 0.52% | 90,612 | 2,414 | 2.7% | $54.06万 | 加仓 |
| NEM | Newmont Corporation | $2,060.90万 | 0.53% | 220,653 | -2,170 | -1.0% | -$20.27万 | 减仓 |
| CME | CME Group Inc | $2,067.83万 | 0.53% | 93,639 | 6,325 | 7.2% | $139.67万 | 加仓 |
| KO | Coca-Cola Company | $2,178.43万 | 0.56% | 268,048 | -5,027 | -1.8% | -$40.85万 | 减仓 |
| TJX | TJX Companies Inc | $2,319.19万 | 0.59% | 153,083 | -12,051 | -7.3% | -$182.57万 | 减仓 |
| BMY | Bristol-Myers Squibb Company | $2,376.04万 | 0.61% | 412,364 | -18,801 | -4.4% | -$108.33万 | 减仓 |
| JBL | Jabil Inc | $2,474.59万 | 0.63% | 64,195 | 626 | 1.0% | $24.13万 | 加仓 |
| MCD | McDonald's Corporation | $2,548.05万 | 0.65% | 94,264 | -311 | -0.3% | -$8.41万 | 减仓 |
| MMM | 3M Company | $2,617.86万 | 0.67% | 161,686 | -5,678 | -3.4% | -$91.93万 | 减仓 |
| PFE | Pfizer Inc | $2,646.06万 | 0.68% | 1,098,861 | -28,979 | -2.6% | -$69.78万 | 减仓 |
| TSM | Taiwan Semiconductor MFG | $2,835.05万 | 0.72% | 59,364 | 5,462 | 10.1% | $260.85万 | 加仓 |
| JNJ | Johnson & Johnson | $2,871.04万 | 0.73% | 113,039 | -1,567 | -1.4% | -$39.80万 | 减仓 |
| PEP | PepsiCo Inc | $3,120.86万 | 0.80% | 230,484 | -1,170 | -0.5% | -$15.84万 | 减仓 |
| RTX | RTX Corporation | $3,211.64万 | 0.82% | 169,274 | -2,852 | -1.7% | -$54.11万 | 减仓 |
| LLY | Eli Lilly & Co | $3,215.30万 | 0.82% | 26,804 | -315 | -1.2% | -$37.79万 | 减仓 |
| CVX | Chevron Corporation | $3,378.89万 | 0.86% | 203,838 | -3,185 | -1.5% | -$52.80万 | 减仓 |
| DELL | Dell Technologies Inc | $3,412.68万 | 0.87% | 79,096 | 2,376 | 3.1% | $102.51万 | 加仓 |
| SYY | Sysco Corporation | $3,600.83万 | 0.92% | 430,824 | -12,574 | -2.8% | -$105.09万 | 减仓 |
| ITW | Illinois Tool Works Inc | $3,705.06万 | 0.95% | 136,986 | -1,850 | -1.3% | -$50.04万 | 减仓 |
| NVDA | NVIDIA Corporation | $3,725.57万 | 0.95% | 186,205 | 51,432 | 38.2% | $1,029.05万 | 加仓 |
| V | Visa Inc | $3,772.04万 | 0.96% | 109,944 | 933 | 0.9% | $32.01万 | 加仓 |
| TXN | Texas Instruments Inc | $3,896.91万 | 1.00% | 130,738 | -3,775 | -2.8% | -$112.52万 | 减仓 |
| HD | Home Depot Inc | $3,972.41万 | 1.02% | 112,636 | -4,161 | -3.6% | -$146.75万 | 减仓 |
| META | Meta Platforms Inc | $3,982.85万 | 1.02% | 70,707 | 2,600 | 3.8% | $146.46万 | 加仓 |
| GILD | Gilead Sciences Inc | $4,000.39万 | 1.02% | 316,637 | -18,912 | -5.6% | -$238.93万 | 减仓 |
| AMGN | Amgen Inc | $4,023.84万 | 1.03% | 111,120 | -4,645 | -4.0% | -$168.20万 | 减仓 |
| GOOGL | Alphabet Inc Class A | $4,225.72万 | 1.08% | 118,245 | 131 | 0.1% | $4.68万 | 加仓 |
| GEV | GE Vernova Inc | $4,245.12万 | 1.08% | 36,133 | -406 | -1.1% | -$47.70万 | 减仓 |
| ETN | Eaton Corporation plc | $4,286.09万 | 1.10% | 100,584 | -3,175 | -3.1% | -$135.29万 | 减仓 |
| KMB | Kimberly-Clark Corporation | $4,331.10万 | 1.11% | 394,561 | -52,854 | -11.8% | -$580.18万 | 减仓 |
| QCOM | Qualcomm Inc | $4,412.08万 | 1.13% | 238,762 | -13,982 | -5.5% | -$258.37万 | 减仓 |
| ABBV | AbbVie Inc | $4,618.50万 | 1.18% | 183,536 | 5,211 | 2.9% | $131.13万 | 加仓 |
| MRK | Merck & Co Inc | $4,912.91万 | 1.26% | 382,328 | 1,623 | 0.4% | $20.86万 | 加仓 |
| ALL | Allstate Corporation | $5,149.00万 | 1.32% | 216,399 | 5,390 | 2.6% | $128.25万 | 加仓 |
| — | Exxon Mobil Corporation | $5,154.48万 | 1.32% | 377,010 | -4,497 | -1.2% | -$61.48万 | 减仓 |
| MPC | Marathon Petroleum Corporation | $5,370.17万 | 1.37% | 210,043 | -9,385 | -4.3% | -$239.95万 | 减仓 |
| VZ | Verizon Communications Inc | $5,413.43万 | 1.38% | 1,278,561 | 33,318 | 2.7% | $141.07万 | 加仓 |
| GE | GE Aerospace | $5,882.58万 | 1.50% | 157,402 | -2,634 | -1.6% | -$98.44万 | 减仓 |
| — | Honeywell International Inc | $6,202.05万 | 1.58% | 277,001 | -119,091 | -30.1% | -$2,666.45万 | 重新持有 |
| MCK | McKesson Corporation | $7,159.31万 | 1.83% | 94,750 | -7,730 | -7.5% | -$584.08万 | 减仓 |
| PG | Procter & Gamble Company | $7,399.44万 | 1.89% | 504,595 | -4,802 | -0.9% | -$70.42万 | 减仓 |
| CSCO | Cisco Systems | $7,801.73万 | 1.99% | 664,200 | 6,955 | 1.1% | $81.69万 | 加仓 |
| WMT | Walmart Inc | $8,197.31万 | 2.09% | 723,760 | -22,109 | -3.0% | -$250.41万 | 减仓 |
| AMZN | Amazon com Inc | $8,499.14万 | 2.17% | 356,595 | 1,752 | 0.5% | $41.76万 | 加仓 |
| GLW | Corning Inc | $9,858.04万 | 2.52% | 385,938 | -9,814 | -2.5% | -$250.68万 | 减仓 |
| TT | Trane Technologies plc | $9,961.56万 | 2.55% | 202,817 | -6,350 | -3.0% | -$311.89万 | 减仓 |
| IBM | International Business Machines Corp | $1.01亿 | 2.58% | 359,584 | 5,095 | 1.4% | $143.28万 | 加仓 |
| JPM | JPMorgan Chase & Co | $1.04亿 | 2.65% | 317,169 | 3,895 | 1.2% | $127.50万 | 加仓 |
| CAT | Caterpillar Inc | $1.05亿 | 2.67% | 98,242 | -6,244 | -6.0% | -$664.92万 | 减仓 |
| GOOG | Alphabet Inc | $1.07亿 | 2.73% | 301,994 | -3,260 | -1.1% | -$115.19万 | 减仓 |
| AAPL | Apple Inc | $1.62亿 | 4.13% | 558,997 | -5,422 | -1.0% | -$156.89万 | 减仓 |
| MSFT | Microsoft Corporation | $1.78亿 | 4.54% | 476,711 | 345 | 0.1% | $12.87万 | 加仓 |
| HONA | Honeywell Aerospace Inc Com | $4.21亿 | 10.75% | 1,903,105 | 1,903,105 | — | $4.21亿 | 新建仓 |