13F 机构持仓

MEANS INVESTMENT CO., INC.

BANGOR ME · SEC CIK 0000701516

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$13.24亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VOO 17.9%
VEU 7.9%
XLG 7.5%
AAPL 6.5%
NVDA 4.0%
AVUV 3.6%
AMZN 3.4%
MGK 3.1%
IMCB 3.0%
MSFT 2.8%

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
VTV VANGUARD INDEX FDS $54.81万0.04%2,515 120.5% $2,615 加仓
LOW LOWES COS INC $55.43万0.04%2,514 -3-0.1% -$661 减仓
ITA ISHARES TR $55.84万0.04%2,304 210.9% $5,090 加仓
AMAT APPLIED MATLS INC $56.24万0.04%778 60.8% $4,337 加仓
SCHX SCHWAB STRATEGIC TR $57.56万0.04%19,559 20.0% $59 加仓
WFC WELLS FARGO & CO $58.09万0.04%7,029 210.3% $1,735 加仓
STT STATE STR CORP $58.27万0.04%3,435 50.1% $848 加仓
B BARRICK MNG CORP $58.61万0.04%15,957 410.3% $1,506 加仓
GILD GILEAD SCIENCES INC $61.64万0.05%4,879 210.4% $2,653 加仓
BHB BAR HBR BANKSHARES $62.76万0.05%16,621 -181-1.1% -$6,835 减仓
UNH UNITEDHEALTH GROUP INC $63.61万0.05%1,530 -89-5.5% -$3.70万 减仓
CSX CSX CORP $64.28万0.05%13,524 6214.8% $2.95万 加仓
SO SOUTHERN CO $65.35万0.05%6,828 -799-10.5% -$7.65万 减仓
PSX PHILLIPS 66 $69.61万0.05%4,118 -124-2.9% -$2.10万 减仓
GE GE AEROSPACE $70.51万0.05%1,887 -96-4.8% -$3.59万 减仓
EES WISDOMTREE TR $71.67万0.05%10,572 -343-3.1% -$2.33万 减仓
COP CONOCOPHILLIPS $72.45万0.05%6,969 20.0% $208 加仓
MS MORGAN STANLEY $73.59万0.06%3,520 170.5% $3,554 加仓
BRK/A BERKSHIRE HATHAWAY INC DEL $74.89万0.06%1 00.0% — 不变
NOW SERVICENOW INC $77.20万0.06%7,776 -721-8.5% -$7.16万 减仓
VZ VERIZON COMMUNICATIONS INC $78.36万0.06%18,508 -184-1.0% -$7,791 减仓
CB CHUBB LIMITED $78.49万0.06%2,304 30.1% $1,022 加仓
MA MASTERCARD INCORPORATED $78.74万0.06%1,533 -2,736-64.1% -$140.53万 减仓
GEV GE VERNOVA INC $79.23万0.06%674 20644.0% $24.22万 加仓
NOC NORTHROP GRUMMAN CORP $80.08万0.06%1,572 -256-14.0% -$13.04万 减仓
NFLX NETFLIX INC. $80.16万0.06%11,226 -21,286-65.5% -$151.99万 减仓
BLK BLACKROCK INC $81.35万0.06%846 -129-13.2% -$12.40万 减仓
QCOM QUALCOMM INC $83.15万0.06%4,500 -135-2.9% -$2.49万 减仓
XHB SPDR SERIES TRUST $87.00万0.07%7,529 -24-0.3% -$2,773 减仓
AMGN AMGEN INC $88.49万0.07%2,444 170.7% $6,156 加仓
VUG VANGUARD INDEX FDS $90.03万0.07%10,452 120.1% $1,034 加仓
CARR CARRIER GLOBAL CORPORATION $91.60万0.07%12,488 -122-1.0% -$8,948 减仓
SOFI SOFI TECHNOLOGIES INC $92.12万0.07%51,378 00.0% — 不变
DIS DISNEY WALT CO $92.86万0.07%9,648 -711-6.9% -$6.84万 减仓
SNOW SNOWFLAKE INC $94.05万0.07%3,696 681.9% $1.73万 加仓
VLO VALERO ENERGY CORP $94.48万0.07%3,628 -11-0.3% -$2,865 减仓
IDXX IDEXX LABS INC $95.47万0.07%1,813 -3-0.2% -$1,580 减仓
BMY BRISTOL-MYERS SQUIBB CO $98.41万0.07%17,080 -429-2.5% -$2.47万 减仓
MDLZ MONDELEZ INTL INC $98.65万0.07%17,056 -780-4.4% -$4.51万 减仓
NVS NOVARTIS AG $99.20万0.07%6,330 -125-1.9% -$1.96万 减仓
IBB ISHARES TR $102.02万0.08%5,364 -224-4.0% -$4.26万 减仓
DE DEERE & CO $102.60万0.08%1,618 201.3% $1.27万 加仓
XBI SPDR SERIES TRUST $105.08万0.08%6,640 1963.0% $3.10万 加仓
VT VANGUARD INTL EQUITY INDEX F $107.83万0.08%6,870 -185-2.6% -$2.90万 减仓
CVS CVS HEALTH CORP $122.56万0.09%11,847 340.3% $3,517 加仓
CRWV COREWEAVE INC $126.60万0.10%12,719 1,23210.7% $12.26万 加仓
EMXC ISHARES INC $127.22万0.10%12,436 -2,268-15.4% -$23.20万 减仓
SHOP SHOPIFY INC $128.08万0.10%11,217 -1,561-12.2% -$17.82万 减仓
CRM SALESFORCE INC $132.98万0.10%8,489 -6,602-43.7% -$103.42万 减仓
ETN EATON CORP PLC $133.44万0.10%3,131 1053.5% $4.47万 加仓
PANW PALO ALTO NETWORKS INC $133.45万0.10%3,913 -1,362-25.8% -$46.45万 减仓
PEP PEPSICO INC $136.33万0.10%10,068 -234-2.3% -$3.17万 减仓
KO COCA COLA CO $138.76万0.10%17,074 -602-3.4% -$4.89万 减仓
BABA ALIBABA GROUP HLDG LTD $146.00万0.11%15,212 -40-0.3% -$3,839 减仓
IVV ISHARES TR $152.67万0.12%2,039 110.5% $8,236 加仓
HD HOME DEPOT INC $158.32万0.12%4,489 -115-2.5% -$4.06万 减仓
SBUX STARBUCKS CORP $158.45万0.12%15,505 -447-2.8% -$4.57万 减仓
ADX ADAMS DIVERSIFIED EQUITY FD $159.78万0.12%62,535 00.0% — 不变
NEE NEXTERA ENERGY INC $164.37万0.12%18,727 -531-2.8% -$4.66万 减仓
MTB M & T BK CORP $168.07万0.13%7,061 50.1% $1,190 加仓
CCJ CAMECO CORP $170.59万0.13%16,748 -210-1.2% -$2.14万 减仓
QQQ INVESCO QQQ TR $175.29万0.13%2,380 -75-3.1% -$5.52万 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
PDI PIMCO DYNAMIC INCOME FD $180.32万0.14%107,978 -11,261-9.4% -$18.81万 减仓
MO ALTRIA GROUP INC $192.69万0.15%26,781 210.1% $1,511 加仓
BX BLACKSTONE INC $200.09万0.15%17,004 1110.7% $1.31万 加仓
IBM INTERNATIONAL BUSINESS MACHS $213.28万0.16%7,584 -613-7.5% -$17.24万 减仓
NUE NUCOR CORP $214.97万0.16%9,651 10.0% $223 加仓
CAT CATERPILLAR INC $225.82万0.17%2,121 -9-0.4% -$9,582 减仓
SPY STATE STR SPDR S&P 500 ETF T $227.96万0.17%3,053 431.4% $3.21万 加仓
CAC CAMDEN NATL CORP $232.82万0.18%42,941 800.2% $4,338 加仓
MCD MCDONALDS CORP $232.83万0.18%8,613 -426-4.7% -$11.52万 减仓
CSCO CISCO SYS INC $236.61万0.18%20,144 2571.3% $3.02万 加仓
ABT ABBOTT LABORATORIES $245.99万0.19%27,110 -995-3.5% -$9.03万 减仓
IJR ISHARES TR $247.41万0.19%16,682 -224-1.3% -$3.32万 减仓
CRWD CROWDSTRIKE HLDGS INC $259.31万0.20%3,398 -39-1.1% -$2.98万 减仓
UBER UBER TECHNOLOGIES INC $269.41万0.20%37,335 -4,717-11.2% -$34.04万 减仓
OEF ISHARES TR $309.04万0.23%8,447 00.0% — 不变
RTX RTX CORPORATION $311.37万0.24%16,411 2391.5% $4.53万 加仓
TJX TJX COS INC NEW $323.52万0.24%21,354 190.1% $2,879 加仓
SCHW SCHWAB CHARLES CORP $354.62万0.27%38,433 -1,504-3.8% -$13.88万 减仓
MRK MERCK & CO INC $359.55万0.27%27,981 -43-0.2% -$5,525 减仓
PG PROCTER & GAMBLE CO $384.39万0.29%26,213 -328-1.2% -$4.81万 减仓
IHI ISHARES TR $395.63万0.30%80,072 -8,828-9.9% -$43.62万 减仓
GS GOLDMAN SACHS GROUP INC $433.82万0.33%4,289 70.2% $7,080 加仓
— EXXON MOBIL CORP $435.78万0.33%31,874 1410.4% $1.93万 加仓
MU MICRON TECHNOLOGY INC $445.79万0.34%3,862 -285-6.9% -$32.90万 减仓
AMD ADVANCED MICRO DEVICES INC $484.94万0.37%8,348 4,602122.9% $267.33万 加仓
WMT WALMART INC $499.76万0.38%44,125 -498-1.1% -$5.64万 减仓
ORCL ORACLE CORP $504.70万0.38%34,439 4161.2% $6.10万 加仓
MDY STATE STR SPDR S&P MIDCAP 40 $513.99万0.39%7,308 1,94036.1% $136.44万 加仓
PM PHILIP MORRIS INTL INC $548.06万0.41%30,295 -265-0.9% -$4.79万 减仓
LLY ELI LILLY & CO $566.82万0.43%4,726 1493.3% $17.87万 加仓
ABBV ABBVIE INC $576.46万0.44%22,908 -513-2.2% -$12.91万 减仓
V VISA INC $584.45万0.44%17,035 -1,216-6.7% -$41.72万 减仓
VYM VANGUARD WHITEHALL FDS $596.22万0.45%37,728 1690.4% $2.67万 加仓
BAC BANK OF AMER CORP $658.96万0.50%115,647 -1,091-0.9% -$6.22万 减仓
GOOGL ALPHABET INC $668.34万0.50%18,702 -67-0.4% -$2.39万 减仓
CVX CHEVRON CORPORATION $680.37万0.51%41,045 -4-0.0% -$663 减仓
JNJ JOHNSON & JOHNSON $713.91万0.54%28,110 6,39629.5% $162.44万 加仓