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 |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | $1.76亿 | 5.48% | 476,366 | 684 | 0.1% | $25.32万 | 加仓 |
| AAPL | APPLE INC | $1.43亿 | 4.45% | 564,419 | -3,875 | -0.7% | -$98.34万 | 减仓 |
| WMT | WALMART INC | $9,269.66万 | 2.88% | 745,869 | -4,975 | -0.7% | -$61.83万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $9,215.27万 | 2.87% | 313,274 | 7,626 | 2.5% | $224.33万 | 加仓 |
| MCK | MCKESSON CORP | $8,868.21万 | 2.76% | 102,480 | -2,426 | -2.3% | -$209.94万 | 减仓 |
| GOOG | ALPHABET INC | $8,756.52万 | 2.72% | 305,254 | -410 | -0.1% | -$11.76万 | 减仓 |
| — | HONEYWELL INTL INC | $8,727.90万 | 2.71% | 386,139 | -9,953 | -2.5% | -$224.97万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $8,716.83万 | 2.71% | 209,167 | -18,087 | -8.0% | -$753.76万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $8,592.46万 | 2.67% | 354,489 | 966 | 0.3% | $23.41万 | 加仓 |
| CAT | CATERPILLAR INC | $7,402.42万 | 2.30% | 104,486 | -11,235 | -9.7% | -$795.95万 | 减仓 |
| AMZN | AMAZON COM INC | $7,390.32万 | 2.30% | 354,843 | 7,534 | 2.2% | $156.91万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $7,357.73万 | 2.29% | 509,397 | -5,210 | -1.0% | -$75.25万 | 减仓 |
| — | EXXON MOBIL CORP | $6,472.65万 | 2.01% | 381,507 | -1,180 | -0.3% | -$20.02万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $6,251.12万 | 1.94% | 1,245,243 | 35,395 | 2.9% | $177.68万 | 加仓 |
| GLW | CORNING INC | $5,381.04万 | 1.67% | 395,752 | -3,580 | -0.9% | -$48.68万 | 减仓 |
| MPC | MARATHON PETE CORP | $5,357.99万 | 1.67% | 219,428 | -8,257 | -3.6% | -$201.62万 | 减仓 |
| CSCO | CISCO SYS INC | $5,099.56万 | 1.59% | 657,245 | 21,042 | 3.3% | $163.26万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $4,676.55万 | 1.45% | 335,549 | -1,175 | -0.3% | -$16.38万 | 减仓 |
| MRK | MERCK & CO INC | $4,579.50万 | 1.42% | 380,705 | 2,418 | 0.6% | $29.09万 | 加仓 |
| GE | GE AEROSPACE | $4,541.34万 | 1.41% | 160,036 | -90 | -0.1% | -$2.55万 | 减仓 |
| ALL | ALLSTATE CORP | $4,375.06万 | 1.36% | 211,009 | 4,222 | 2.0% | $87.54万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $4,316.21万 | 1.34% | 447,415 | 6,090 | 1.4% | $58.75万 | 加仓 |
| CVX | CHEVRON CORPORATION | $4,283.31万 | 1.33% | 207,023 | -3,347 | -1.6% | -$69.25万 | 减仓 |
| AMGN | AMGEN INC | $4,073.19万 | 1.27% | 115,765 | -3,466 | -2.9% | -$121.95万 | 减仓 |
| META | META PLATFORMS INC | $3,896.61万 | 1.21% | 68,107 | 2,625 | 4.0% | $150.18万 | 加仓 |
| ABBV | ABBVIE INC | $3,878.39万 | 1.21% | 178,325 | 1,830 | 1.0% | $39.80万 | 加仓 |
| HD | HOME DEPOT INC | $3,841.34万 | 1.19% | 116,797 | -1,139 | -1.0% | -$37.46万 | 减仓 |
| ETN | EATON CORP PLC | $3,711.15万 | 1.15% | 103,759 | -660 | -0.6% | -$23.61万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $3,613.76万 | 1.12% | 138,836 | -550 | -0.4% | -$14.32万 | 减仓 |
| PEP | PEPSICO INC | $3,597.35万 | 1.12% | 231,654 | -1,025 | -0.4% | -$15.92万 | 减仓 |
| GOOGL | ALPHABET INC | $3,396.49万 | 1.06% | 118,114 | 414 | 0.4% | $11.90万 | 加仓 |
| RTX | RTX CORPORATION | $3,320.31万 | 1.03% | 172,126 | -3,105 | -1.8% | -$59.90万 | 减仓 |
| V | VISA INC | $3,294.75万 | 1.02% | 109,011 | 8,242 | 8.2% | $249.11万 | 加仓 |
| QCOM | QUALCOMM INC | $3,254.84万 | 1.01% | 252,744 | -8,808 | -3.4% | -$113.43万 | 减仓 |
| GEV | GE VERNOVA INC | $3,189.49万 | 0.99% | 36,539 | -187 | -0.5% | -$16.32万 | 减仓 |
| PFE | PFIZER INC | $3,166.97万 | 0.98% | 1,127,840 | -58,975 | -5.0% | -$165.60万 | 减仓 |
| SYY | SYSCO CORP | $3,162.76万 | 0.98% | 443,398 | -3,231 | -0.7% | -$23.05万 | 减仓 |
| MCD | MCDONALDS CORP | $2,939.30万 | 0.91% | 94,575 | -228 | -0.2% | -$7.09万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $2,801.43万 | 0.87% | 114,606 | -173 | -0.2% | -$4.23万 | 减仓 |
| TJX | TJX COS INC NEW | $2,637.19万 | 0.82% | 165,134 | -3,351 | -2.0% | -$53.52万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $2,615.02万 | 0.81% | 431,165 | -4,716 | -1.1% | -$28.60万 | 减仓 |
| TXN | TEXAS INSTRS INC | $2,611.44万 | 0.81% | 134,513 | -1,060 | -0.8% | -$20.58万 | 减仓 |
| CME | CME GROUP INC | $2,578.82万 | 0.80% | 87,314 | 6,477 | 8.0% | $191.30万 | 加仓 |
| LLY | ELI LILLY & CO | $2,494.32万 | 0.78% | 27,119 | -706 | -2.5% | -$64.94万 | 减仓 |
| MMM | 3M CO | $2,430.63万 | 0.76% | 167,364 | -7,744 | -4.4% | -$112.47万 | 减仓 |
| NEM | NEWMONT CORP | $2,412.06万 | 0.75% | 222,823 | -5,717 | -2.5% | -$61.89万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2,350.44万 | 0.73% | 134,773 | -1,415 | -1.0% | -$24.68万 | 减仓 |
| COP | CONOCOPHILLIPS | $2,087.38万 | 0.65% | 158,135 | -7,655 | -4.6% | -$101.05万 | 减仓 |
| KO | COCA COLA CO | $2,076.74万 | 0.65% | 273,075 | -7,380 | -2.6% | -$56.12万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $2,005.55万 | 0.62% | 95,950 | -3,000 | -3.0% | -$62.71万 | 减仓 |
| IR | INGERSOLL RAND INC | $1,858.46万 | 0.58% | 231,960 | -23,022 | -9.0% | -$184.45万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,821.62万 | 0.57% | 53,902 | 10,256 | 23.5% | $346.60万 | 加仓 |
| OMC | OMNICOM GROUP INC | $1,810.95万 | 0.56% | 240,466 | 54,309 | 29.2% | $409.00万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $1,792.01万 | 0.56% | 88,198 | 3,138 | 3.7% | $63.76万 | 加仓 |
| NRG | NRG ENERGY INC | $1,754.98万 | 0.55% | 120,089 | 5,219 | 4.5% | $76.27万 | 加仓 |
| WFC | WELLS FARGO & CO | $1,737.58万 | 0.54% | 218,261 | -150 | -0.1% | -$1.19万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $1,709.51万 | 0.53% | 290,832 | -5,575 | -1.9% | -$32.77万 | 减仓 |
| JBL | JABIL INC | $1,688.58万 | 0.52% | 63,569 | 2,261 | 3.7% | $60.06万 | 加仓 |
| PPG | PPG INDS INC | $1,680.93万 | 0.52% | 157,273 | -3,950 | -2.5% | -$42.22万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $1,560.51万 | 0.49% | 35,959 | 22,218 | 161.7% | $964.19万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $1,516.17万 | 0.47% | 163,240 | -48,400 | -22.9% | -$449.54万 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $1,506.77万 | 0.47% | 65,259 | 3,915 | 6.4% | $90.39万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $1,401.52万 | 0.44% | 164,440 | -1,000 | -0.6% | -$8.52万 | 减仓 |
| ETR | ENTERGY CORP NEW | $1,386.95万 | 0.43% | 123,438 | -210 | -0.2% | -$2.36万 | 减仓 |
| RGLD | ROYAL GOLD INC | $1,287.21万 | 0.40% | 50,580 | 14,572 | 40.5% | $370.84万 | 加仓 |
| EMR | EMERSON ELEC CO | $1,277.25万 | 0.40% | 97,485 | -155 | -0.2% | -$2.03万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $1,259.21万 | 0.39% | 76,720 | 6,436 | 9.2% | $105.63万 | 加仓 |
| NUE | NUCOR CORP | $1,188.47万 | 0.37% | 70,282 | -2,500 | -3.4% | -$42.27万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $1,183.96万 | 0.37% | 13,995 | -365 | -2.5% | -$30.88万 | 减仓 |
| KR | KROGER CO | $1,101.37万 | 0.34% | 152,207 | 12,726 | 9.1% | $92.09万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $1,097.20万 | 0.34% | 106,867 | -700 | -0.7% | -$7.19万 | 减仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $1,058.40万 | 0.33% | 74,092 | 13,710 | 22.7% | $195.85万 | 加仓 |
| AZO | AUTOZONE INC | $1,045.76万 | 0.33% | 3,096 | 511 | 19.8% | $172.60万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $1,039.47万 | 0.32% | 34,365 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INTERNATION | $1,025.57万 | 0.32% | 78,318 | -920 | -1.2% | -$12.05万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $947.71万 | 0.29% | 57,319 | -65 | -0.1% | -$1.07万 | 减仓 |
| ALLE | ALLEGION PLC | $903.33万 | 0.28% | 62,174 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS CO | $894.30万 | 0.28% | 84,567 | -4,570 | -5.1% | -$48.33万 | 减仓 |
| DHR | DANAHER CORP DEL | $878.45万 | 0.27% | 46,332 | -1,500 | -3.1% | -$28.44万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $833.98万 | 0.26% | 144,687 | -4,150 | -2.8% | -$23.92万 | 减仓 |
| BX | BLACKSTONE INC | $829.73万 | 0.26% | 72,157 | -1,035 | -1.4% | -$11.90万 | 减仓 |
| SSNC | SS&C TECH HLDGS | $827.91万 | 0.26% | 122,527 | 13,217 | 12.1% | $89.31万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $824.90万 | 0.26% | 62,931 | -1,150 | -1.8% | -$15.07万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $731.04万 | 0.23% | 55,830 | -7,510 | -11.9% | -$98.34万 | 减仓 |
| SBUX | STARBUCKS CORP | $713.79万 | 0.22% | 79,673 | -200 | -0.3% | -$1.79万 | 减仓 |
| BA | BOEING CO | $710.76万 | 0.22% | 35,711 | -1,500 | -4.0% | -$29.85万 | 减仓 |
| PTC | PTC INC | $691.70万 | 0.22% | 48,544 | 48,544 | — | $691.70万 | 新建仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $675.91万 | 0.21% | 23,268 | -1,340 | -5.4% | -$38.93万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $653.36万 | 0.20% | 22,400 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $636.14万 | 0.20% | 83,527 | -14,793 | -15.0% | -$112.66万 | 减仓 |
| PWR | QUANTA SVCS INC | $621.77万 | 0.19% | 11,325 | -900 | -7.4% | -$49.41万 | 减仓 |
| PSX | PHILLIPS 66 | $602.51万 | 0.19% | 33,072 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $596.97万 | 0.19% | 90,463 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $582.75万 | 0.18% | 9,642 | 162 | 1.7% | $9.79万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $551.78万 | 0.17% | 97,990 | -6,200 | -6.0% | -$34.91万 | 减仓 |
| COR | CENCORA INC | $531.90万 | 0.17% | 16,932 | 16,932 | — | $531.90万 | 新建仓 |
| SRE | SEMPRA | $511.82万 | 0.16% | 52,673 | -275 | -0.5% | -$2.67万 | 减仓 |
| Q | QNITY ELECTRONICS INC | $479.72万 | 0.15% | 41,577 | 0 | 0.0% | — | 不变 |
| IP | INTERNATIONAL PAPER CO | $466.46万 | 0.15% | 130,662 | -1,800 | -1.4% | -$6.43万 | 减仓 |
| MS | MORGAN STANLEY | $449.90万 | 0.14% | 27,338 | 0 | 0.0% | — | 不变 |