MEANS INVESTMENT CO., INC.
BANGOR ME · SEC CIK 0000701516
$13.24亿2026Q2 申报市值
209持仓数
59.7%前十大占比 · 第一大 17.9%
15 / 18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
JPIE 新建仓+$2,311.38万
FBTC 加仓+$594.19万
PYLD 加仓+$378.04万
GOOG 加仓+$370.39万
XLG 加仓+$369.55万
2026Q2 卖出最多 按季末市值估算
IMCB 减仓-$243.34万
MSFT 减仓-$185.17万
NFLX 减仓-$151.99万
MA 减仓-$140.53万
AVUV 减仓-$109.54万
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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $2.37亿 | 17.87% | 344,538 | 1,668 | 0.5% | $114.56万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $1.05亿 | 7.94% | 1,256,007 | -8,711 | -0.7% | -$72.95万 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $9,947.94万 | 7.51% | 1,624,685 | 60,355 | 3.9% | $369.55万 | 加仓 |
| AAPL | APPLE INC | $8,555.39万 | 6.46% | 295,666 | -1,391 | -0.5% | -$40.25万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $5,257.28万 | 3.97% | 262,746 | 1,000 | 0.4% | $20.01万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $4,806.36万 | 3.63% | 385,249 | -8,780 | -2.2% | -$109.54万 | 减仓 |
| AMZN | AMAZON COM INC | $4,483.50万 | 3.39% | 188,114 | -3,686 | -1.9% | -$87.85万 | 减仓 |
| MGK | VANGUARD WORLD FD | $4,139.31万 | 3.13% | 470,858 | -7,997 | -1.7% | -$70.30万 | 减仓 |
| IMCB | ISHARES TR | $3,931.96万 | 2.97% | 407,204 | -25,201 | -5.8% | -$243.34万 | 减仓 |
| MSFT | MICROSOFT CORP | $3,716.66万 | 2.81% | 99,637 | -4,964 | -4.7% | -$185.17万 | 减仓 |
| GOOG | ALPHABET INC | $3,404.36万 | 2.57% | 96,351 | 10,483 | 12.2% | $370.39万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $2,710.07万 | 2.05% | 170,810 | 9,297 | 5.8% | $147.51万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $2,533.95万 | 1.91% | 473,636 | 41,749 | 9.7% | $223.36万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $2,393.61万 | 1.81% | 55,238 | -1,377 | -2.4% | -$59.67万 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $2,311.38万 | 1.75% | 501,929 | 501,929 | — | $2,311.38万 | 新建仓 |
| MGV | VANGUARD WORLD FD | $2,181.81万 | 1.65% | 133,485 | -3,225 | -2.4% | -$52.71万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $2,118.57万 | 1.60% | 415,000 | 116,394 | 39.0% | $594.19万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $2,092.37万 | 1.58% | 63,922 | -1,237 | -1.9% | -$40.49万 | 减仓 |
| META | META PLATFORMS INC | $1,714.98万 | 1.30% | 30,446 | -1,265 | -4.0% | -$71.26万 | 减仓 |
| SMH | VANECK ETF TRUST | $1,383.54万 | 1.04% | 21,094 | 3,117 | 17.3% | $204.44万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $1,293.55万 | 0.98% | 241,289 | 15,192 | 6.7% | $81.44万 | 加仓 |
| TSLA | TESLA INC | $1,214.03万 | 0.92% | 28,864 | 1,587 | 5.8% | $66.75万 | 加仓 |
| AVGO | BROADCOM INC | $1,078.63万 | 0.81% | 28,554 | 2,194 | 8.3% | $82.88万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,002.58万 | 0.76% | 20,036 | -443 | -2.2% | -$22.17万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $993.42万 | 0.75% | 85,148 | 864 | 1.0% | $10.08万 | 加仓 |
| PYLD | PIMCO ETF TR | $920.38万 | 0.70% | 347,052 | 142,549 | 69.7% | $378.04万 | 加仓 |
| WRB | BERKLEY W R CORP | $892.16万 | 0.67% | 126,494 | 186 | 0.1% | $1.31万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $713.91万 | 0.54% | 28,110 | 6,396 | 29.5% | $162.44万 | 加仓 |
| CVX | CHEVRON CORPORATION | $680.37万 | 0.51% | 41,045 | -4 | -0.0% | -$663 | 减仓 |
| GOOGL | ALPHABET INC | $668.34万 | 0.50% | 18,702 | -67 | -0.4% | -$2.39万 | 减仓 |
| BAC | BANK OF AMER CORP | $658.96万 | 0.50% | 115,647 | -1,091 | -0.9% | -$6.22万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $596.22万 | 0.45% | 37,728 | 169 | 0.4% | $2.67万 | 加仓 |
| V | VISA INC | $584.45万 | 0.44% | 17,035 | -1,216 | -6.7% | -$41.72万 | 减仓 |
| ABBV | ABBVIE INC | $576.46万 | 0.44% | 22,908 | -513 | -2.2% | -$12.91万 | 减仓 |
| LLY | ELI LILLY & CO | $566.82万 | 0.43% | 4,726 | 149 | 3.3% | $17.87万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $548.06万 | 0.41% | 30,295 | -265 | -0.9% | -$4.79万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $513.99万 | 0.39% | 7,308 | 1,940 | 36.1% | $136.44万 | 加仓 |
| ORCL | ORACLE CORP | $504.70万 | 0.38% | 34,439 | 416 | 1.2% | $6.10万 | 加仓 |
| WMT | WALMART INC | $499.76万 | 0.38% | 44,125 | -498 | -1.1% | -$5.64万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $484.94万 | 0.37% | 8,348 | 4,602 | 122.9% | $267.33万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $445.79万 | 0.34% | 3,862 | -285 | -6.9% | -$32.90万 | 减仓 |
| — | EXXON MOBIL CORP | $435.78万 | 0.33% | 31,874 | 141 | 0.4% | $1.93万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $433.82万 | 0.33% | 4,289 | 7 | 0.2% | $7,080 | 加仓 |
| IHI | ISHARES TR | $395.63万 | 0.30% | 80,072 | -8,828 | -9.9% | -$43.62万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $384.39万 | 0.29% | 26,213 | -328 | -1.2% | -$4.81万 | 减仓 |
| MRK | MERCK & CO INC | $359.55万 | 0.27% | 27,981 | -43 | -0.2% | -$5,525 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $354.62万 | 0.27% | 38,433 | -1,504 | -3.8% | -$13.88万 | 减仓 |
| TJX | TJX COS INC NEW | $323.52万 | 0.24% | 21,354 | 19 | 0.1% | $2,879 | 加仓 |
| RTX | RTX CORPORATION | $311.37万 | 0.24% | 16,411 | 239 | 1.5% | $4.53万 | 加仓 |
| OEF | ISHARES TR | $309.04万 | 0.23% | 8,447 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $269.41万 | 0.20% | 37,335 | -4,717 | -11.2% | -$34.04万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $259.31万 | 0.20% | 3,398 | -39 | -1.1% | -$2.98万 | 减仓 |
| IJR | ISHARES TR | $247.41万 | 0.19% | 16,682 | -224 | -1.3% | -$3.32万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $245.99万 | 0.19% | 27,110 | -995 | -3.5% | -$9.03万 | 减仓 |
| CSCO | CISCO SYS INC | $236.61万 | 0.18% | 20,144 | 257 | 1.3% | $3.02万 | 加仓 |
| MCD | MCDONALDS CORP | $232.83万 | 0.18% | 8,613 | -426 | -4.7% | -$11.52万 | 减仓 |
| CAC | CAMDEN NATL CORP | $232.82万 | 0.18% | 42,941 | 80 | 0.2% | $4,338 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $227.96万 | 0.17% | 3,053 | 43 | 1.4% | $3.21万 | 加仓 |
| CAT | CATERPILLAR INC | $225.82万 | 0.17% | 2,121 | -9 | -0.4% | -$9,582 | 减仓 |
| NUE | NUCOR CORP | $214.97万 | 0.16% | 9,651 | 1 | 0.0% | $223 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $213.28万 | 0.16% | 7,584 | -613 | -7.5% | -$17.24万 | 减仓 |
| BX | BLACKSTONE INC | $200.09万 | 0.15% | 17,004 | 111 | 0.7% | $1.31万 | 加仓 |
| MO | ALTRIA GROUP INC | $192.69万 | 0.15% | 26,781 | 21 | 0.1% | $1,511 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $180.32万 | 0.14% | 107,978 | -11,261 | -9.4% | -$18.81万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $178.73万 | 0.13% | 31,644 | -2,271 | -6.7% | -$12.83万 | 减仓 |
| QQQ | INVESCO QQQ TR | $175.29万 | 0.13% | 2,380 | -75 | -3.1% | -$5.52万 | 减仓 |
| CCJ | CAMECO CORP | $170.59万 | 0.13% | 16,748 | -210 | -1.2% | -$2.14万 | 减仓 |
| MTB | M & T BK CORP | $168.07万 | 0.13% | 7,061 | 5 | 0.1% | $1,190 | 加仓 |
| NEE | NEXTERA ENERGY INC | $164.37万 | 0.12% | 18,727 | -531 | -2.8% | -$4.66万 | 减仓 |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $159.78万 | 0.12% | 62,535 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $158.45万 | 0.12% | 15,505 | -447 | -2.8% | -$4.57万 | 减仓 |
| HD | HOME DEPOT INC | $158.32万 | 0.12% | 4,489 | -115 | -2.5% | -$4.06万 | 减仓 |
| IVV | ISHARES TR | $152.67万 | 0.12% | 2,039 | 11 | 0.5% | $8,236 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $146.00万 | 0.11% | 15,212 | -40 | -0.3% | -$3,839 | 减仓 |
| KO | COCA COLA CO | $138.76万 | 0.10% | 17,074 | -602 | -3.4% | -$4.89万 | 减仓 |
| PEP | PEPSICO INC | $136.33万 | 0.10% | 10,068 | -234 | -2.3% | -$3.17万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $133.45万 | 0.10% | 3,913 | -1,362 | -25.8% | -$46.45万 | 减仓 |
| ETN | EATON CORP PLC | $133.44万 | 0.10% | 3,131 | 105 | 3.5% | $4.47万 | 加仓 |
| CRM | SALESFORCE INC | $132.98万 | 0.10% | 8,489 | -6,602 | -43.7% | -$103.42万 | 减仓 |
| SHOP | SHOPIFY INC | $128.08万 | 0.10% | 11,217 | -1,561 | -12.2% | -$17.82万 | 减仓 |
| EMXC | ISHARES INC | $127.22万 | 0.10% | 12,436 | -2,268 | -15.4% | -$23.20万 | 减仓 |
| CRWV | COREWEAVE INC | $126.60万 | 0.10% | 12,719 | 1,232 | 10.7% | $12.26万 | 加仓 |
| CVS | CVS HEALTH CORP | $122.56万 | 0.09% | 11,847 | 34 | 0.3% | $3,517 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $107.83万 | 0.08% | 6,870 | -185 | -2.6% | -$2.90万 | 减仓 |
| XBI | SPDR SERIES TRUST | $105.08万 | 0.08% | 6,640 | 196 | 3.0% | $3.10万 | 加仓 |
| DE | DEERE & CO | $102.60万 | 0.08% | 1,618 | 20 | 1.3% | $1.27万 | 加仓 |
| IBB | ISHARES TR | $102.02万 | 0.08% | 5,364 | -224 | -4.0% | -$4.26万 | 减仓 |
| NVS | NOVARTIS AG | $99.20万 | 0.07% | 6,330 | -125 | -1.9% | -$1.96万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $98.65万 | 0.07% | 17,056 | -780 | -4.4% | -$4.51万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $98.41万 | 0.07% | 17,080 | -429 | -2.5% | -$2.47万 | 减仓 |
| IDXX | IDEXX LABS INC | $95.47万 | 0.07% | 1,813 | -3 | -0.2% | -$1,580 | 减仓 |
| VLO | VALERO ENERGY CORP | $94.48万 | 0.07% | 3,628 | -11 | -0.3% | -$2,865 | 减仓 |
| SNOW | SNOWFLAKE INC | $94.05万 | 0.07% | 3,696 | 68 | 1.9% | $1.73万 | 加仓 |
| DIS | DISNEY WALT CO | $92.86万 | 0.07% | 9,648 | -711 | -6.9% | -$6.84万 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC | $92.12万 | 0.07% | 51,378 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $91.60万 | 0.07% | 12,488 | -122 | -1.0% | -$8,948 | 减仓 |
| VUG | VANGUARD INDEX FDS | $90.03万 | 0.07% | 10,452 | 12 | 0.1% | $1,034 | 加仓 |
| AMGN | AMGEN INC | $88.49万 | 0.07% | 2,444 | 17 | 0.7% | $6,156 | 加仓 |
| XHB | SPDR SERIES TRUST | $87.00万 | 0.07% | 7,529 | -24 | -0.3% | -$2,773 | 减仓 |
| QCOM | QUALCOMM INC | $83.15万 | 0.06% | 4,500 | -135 | -2.9% | -$2.49万 | 减仓 |