13F 机构持仓

MEANS INVESTMENT CO., INC.

BANGOR ME · SEC CIK 0000701516

2026Q22026Q1 更早 9 个季度 🔒
$11.48亿2026Q1 申报市值
212持仓数
61.0%前十大占比 · 第一大 17.8%
27 / 5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 17.8%
VEU 8.3%
XLG 7.4%
AAPL 6.6%
NVDA 4.0%
AVUV 3.8%
AMZN 3.5%
MSFT 3.4%
IMCB 3.1%
MGK 3.1%

2026Q1 买入最多 按季末市值估算

XLG 加仓+$546.12万
VOO 加仓+$435.26万
PYLD 加仓+$357.47万
FBTC 加仓+$126.37万
MSFT 加仓+$107.72万

2026Q1 卖出最多 按季末市值估算

MGV 减仓-$44.54万
AAPL 减仓-$40.99万
LRCX 减仓-$38.37万
WMT 减仓-$33.80万
MGK 减仓-$33.62万

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
FBTC FIDELITY WISE ORIGIN BITCOIN $1,762.67万1.54%298,606 21,4077.7% $126.37万 加仓
META META PLATFORMS INC $1,814.30万1.58%31,711 3281.0% $18.77万 加仓
JPM JPMORGAN CHASE & CO $1,916.71万1.67%65,159 1,9223.0% $56.54万 加仓
MGV VANGUARD WORLD FD $1,981.61万1.73%136,710 -3,073-2.2% -$44.54万 减仓
JBND J P MORGAN EXCHANGE TRADED F $2,322.25万2.02%431,887 7,0571.7% $37.95万 加仓
XLV SELECT SECTOR SPDR TR $2,367.95万2.06%161,513 3,3562.1% $49.20万 加仓
GOOG ALPHABET INC $2,463.21万2.15%85,868 -249-0.3% -$7.14万 减仓
MGK VANGUARD WORLD FD $3,519.01万3.07%95,771 -915-0.9% -$33.62万 减仓
IMCB ISHARES TR $3,607.55万3.14%432,405 4,3921.0% $36.64万 加仓
MSFT MICROSOFT CORP $3,872.01万3.37%104,601 2,9102.9% $107.72万 加仓
AMZN AMAZON COM INC $3,994.61万3.48%191,800 2,2321.2% $46.49万 加仓
AVUV AMERICAN CENTY ETF TR $4,352.84万3.79%394,029 -2,575-0.6% -$28.45万 减仓
NVDA NVIDIA CORPORATION $4,564.85万3.98%261,746 -782-0.3% -$13.64万 减仓
AAPL APPLE INC $7,539.00万6.57%297,057 -1,615-0.5% -$40.99万 减仓
XLG INVESCO EXCHANGE TRADED FD T $8,533.42万7.43%1,564,330 100,1146.8% $546.12万 加仓
VEU VANGUARD INTL EQUITY INDEX F $9,498.03万8.27%1,264,718 -4,072-0.3% -$30.58万 减仓
VOO VANGUARD INDEX FDS $2.05亿17.85%342,870 7,2842.2% $435.26万 加仓