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
RSP INVESCO EXCHANGE TRADED FD T 看涨期权 $00.00%0 -2,500-100.0% -$47.98万 清仓
PFE PFIZER INC $00.00%0 -13,058-100.0% -$36.67万 清仓
HDV ISHARES TR $00.00%0 -10,560-100.0% -$28.67万 清仓
DKNG DRAFTKINGS INC NEW $00.00%0 -11,657-100.0% -$25.20万 清仓
PFE PFIZER INC 看涨期权 $00.00%0 -8,500-100.0% -$23.87万 清仓
CEG CONSTELLATION ENERGY CORP $00.00%0 -748-100.0% -$20.90万 清仓
CRM SALESFORCE INC 看涨期权 $00.00%0 -1,100-100.0% -$20.53万 清仓
— EXXON MOBIL CORP 看涨期权 $00.00%0 -1,200-100.0% -$20.36万 清仓
RSP INVESCO EXCHANGE TRADED FD T $00.00%0 -913-100.0% -$17.52万 清仓
CSCO CISCO SYS INC 看涨期权 $00.00%0 -2,000-100.0% -$15.52万 清仓
OKLO OKLO INC 看跌期权 $00.00%0 -3,000-100.0% -$14.88万 清仓
RIG TRANSOCEAN LTD 看涨期权 $00.00%0 -21,000-100.0% -$13.92万 清仓
GE GE AEROSPACE 看涨期权 $00.00%0 -400-100.0% -$11.35万 清仓
NVDA NVIDIA CORPORATION 看跌期权 $00.00%0 -500-100.0% -$8.72万 清仓
AMD ADVANCED MICRO DEVICES INC 看跌期权 $00.00%0 -400-100.0% -$8.14万 清仓
NVDA NVIDIA CORPORATION 看涨期权 $00.00%0 -300-100.0% -$5.23万 清仓
CSX CSX CORP 看涨期权 $00.00%0 -700-100.0% -$2.87万 清仓
CVX CHEVRON CORPORATION 看涨期权 $00.00%0 -100-100.0% -$2.07万 清仓
NOW SERVICENOW INC 看涨期权 $9,9280.00%100 00.0% — 不变
NFLX NETFLIX INC. 看涨期权 $1.43万0.00%200 00.0% — 不变
XBI SPDR SERIES TRUST 看涨期权 $1.58万0.00%100 00.0% — 不变
SOFI SOFI TECHNOLOGIES INC 看涨期权 $1.79万0.00%1,000 00.0% — 不变
CLF CLEVELAND-CLIFFS INC NEW $2.49万0.00%2,651 2,651— $2.49万 新建仓
AAPL APPLE INC 看涨期权 $2.89万0.00%100 100— $2.89万 新建仓
JPM JPMORGAN CHASE & CO 看涨期权 $6.55万0.00%200 200— $6.55万 新建仓
AVGO BROADCOM INC 看涨期权 $7.55万0.01%200 -800-80.0% -$30.22万 减仓
CLF CLEVELAND-CLIFFS INC NEW 看涨期权 $7.89万0.01%8,400 8,400— $7.89万 新建仓
HIMS HIMS & HERS HEALTH INC 看涨期权 $7.97万0.01%2,300 2,300— $7.97万 新建仓
WELL WELLTOWER INC $16.84万0.01%742 10.1% $227 加仓
XLE SELECT SECTOR SPDR TR 看涨期权 $18.06万0.01%3,400 -300-8.1% -$1.59万 减仓
WELL WELLTOWER INC 看涨期权 $18.16万0.01%800 20033.3% $4.54万 加仓
XLI SELECT SECTOR SPDR TR $20.17万0.02%1,089 1,089— $20.17万 新建仓
HIG HARTFORD INSURANCE GROUP INC $20.22万0.02%1,526 60.4% $795 加仓
VBK VANGUARD INDEX FDS $20.44万0.02%559 559— $20.44万 新建仓
IWS ISHARES TR $20.64万0.02%1,254 -1,035-45.2% -$17.04万 减仓
— SPDR SERIES TRUST $21.61万0.02%2,565 -269-9.5% -$2.27万 减仓
SHW SHERWIN WILLIAMS CO $21.73万0.02%631 20.3% $689 加仓
COST COSTCO WHOLESALE CORPORATION $21.85万0.02%234 -22-8.6% -$2.05万 减仓
SMMD ISHARES TR $22.08万0.02%2,410 2,410— $22.08万 新建仓
MGM MGM RESORTS INTERNATIONAL $22.17万0.02%4,637 4,637— $22.17万 新建仓
CI THE CIGNA GROUP $22.37万0.02%812 40.5% $1,102 加仓
IJS ISHARES TR $22.39万0.02%1,638 1,638— $22.39万 新建仓
IJK ISHARES TR $22.72万0.02%1,934 1,934— $22.72万 新建仓
MRVL MARVELL TECHNOLOGY INC $22.85万0.02%767 767— $22.85万 新建仓
EFG ISHARES TR $22.90万0.02%1,841 140.8% $1,742 加仓
UCO PROSHARES TR II $24.01万0.02%7,286 -955-11.6% -$3.15万 减仓
COF CAPITAL ONE FINL CORP $24.06万0.02%1,199 -244-16.9% -$4.90万 减仓
SOXL DIREXION SHARES ETF TRUST $24.11万0.02%904 904— $24.11万 新建仓
BITO PROSHARES TR $24.67万0.02%30,910 -722-2.3% -$5,762 减仓
HIMS HIMS & HERS HEALTH INC $24.85万0.02%7,166 -5,501-43.4% -$19.07万 减仓
XLE SELECT SECTOR SPDR TR $24.96万0.02%4,700 -1,040-18.1% -$5.52万 减仓
ZETA ZETA GLOBAL HOLDINGS CORP $25.29万0.02%12,851 -777-5.7% -$1.53万 减仓
DKS DICKS SPORTING GOODS INC $25.40万0.02%1,120 131.2% $2,948 加仓
BRO BROWN & BROWN INC $25.76万0.02%4,015 150.4% $962 加仓
WM WASTE MGMT INC DEL $26.18万0.02%1,175 10.1% $223 加仓
XLRE SELECT SECTOR SPDR TR $26.25万0.02%5,962 -9,210-60.7% -$40.55万 减仓
PAVE GLOBAL X FDS $26.74万0.02%4,539 00.0% — 不变
YUM YUM BRANDS INC $27.73万0.02%1,735 30.2% $479 加仓
C CITIGROUP INC $28.19万0.02%2,014 1226.4% $1.71万 加仓
VO VANGUARD INDEX FDS $28.77万0.02%3,571 3,571— $28.77万 新建仓
IXUS ISHARES TR $28.78万0.02%3,016 44917.5% $4.28万 加仓
KR KROGER CO $28.88万0.02%5,200 00.0% — 不变
MMM 3M CO $28.89万0.02%1,785 70.4% $1,133 加仓
MSTR STRATEGY INC $29.16万0.02%3,355 2006.3% $1.74万 加仓
LHX L3HARRIS TECHNOLOGIES INC $29.50万0.02%1,015 00.0% — 不变
OKLO OKLO INC $29.83万0.02%5,700 1001.8% $5,233 加仓
CMI CUMMINS INC $30.33万0.02%425 20.5% $1,427 加仓
AFL AFLAC INC $30.36万0.02%2,589 50.2% $586 加仓
TXN TEXAS INSTRS INC $31.12万0.02%1,044 70.7% $2,087 加仓
CMCSA COMCAST CORP NEW $31.55万0.02%12,851 120.1% $295 加仓
ILCV ISHARES TR $32.76万0.02%3,236 120.4% $1,215 加仓
EFA ISHARES TR $34.64万0.03%3,334 57120.7% $5.93万 加仓
— INVESCO EXCHANGE TRADED FD T $34.85万0.03%2,942 40.1% $474 加仓
MPC MARATHON PETE CORP $34.94万0.03%1,367 -421-23.5% -$10.76万 减仓
LNG CHENIERE ENERGY INC $35.74万0.03%1,495 412.8% $9,802 加仓
PRU PRUDENTIAL FINL INC $36.31万0.03%3,364 -74-2.2% -$7,987 减仓
LMT LOCKHEED MARTIN CORP $36.97万0.03%726 -436-37.5% -$22.20万 减仓
FNLC FIRST BANCORP INC ME $37.18万0.03%10,678 170.2% $592 加仓
VIG VANGUARD SPECIALIZED FUNDS $37.29万0.03%1,576 40.3% $946 加仓
TD TORONTO DOMINION BK ONT $37.82万0.03%3,114 -163-5.0% -$1.98万 减仓
DUK DUKE ENERGY CORP NEW $37.94万0.03%2,997 120.4% $1,519 加仓
MET METLIFE INC $38.63万0.03%4,566 -480-9.5% -$4.06万 减仓
AXP AMERICAN EXPRESS CO $39.08万0.03%1,155 40.3% $1,353 加仓
TRV TRAVELERS COMPANIES INC $39.68万0.03%1,202 10.1% $330 加仓
IMCG ISHARES TR $40.39万0.03%4,109 10.0% $98 加仓
BNY BANK OF NY MELLON CORP $41.74万0.03%2,886 -19-0.7% -$2,748 减仓
GLW CORNING INC $42.52万0.03%1,665 10.1% $255 加仓
OTIS OTIS WORLDWIDE CORP $43.49万0.03%6,074 -69-1.1% -$4,940 减仓
T AT&T INC $43.62万0.03%21,073 250.1% $518 加仓
ALL ALLSTATE CORP $44.47万0.03%1,869 683.8% $1.62万 加仓
XLK SELECT SECTOR SPDR TR $45.09万0.03%2,367 -71-2.9% -$1.35万 减仓
NDAQ NASDAQ INC $45.77万0.03%5,806 50.1% $394 加仓
PKW INVESCO EXCHANGE TRADED FD T $45.85万0.03%3,237 10.0% $142 加仓
JEPQ J P MORGAN EXCHANGE TRADED F $47.70万0.04%7,761 2002.6% $1.23万 加仓
UNM UNUM GROUP $52.02万0.04%5,818 230.4% $2,056 加仓
UNP UNION PAC CORP $52.15万0.04%1,917 -22-1.1% -$5,985 减仓
TT TRANE TECHNOLOGIES PLC $52.68万0.04%1,073 10.1% $491 加仓
ADBE ADOBE INC $53.20万0.04%2,595 -31-1.2% -$6,356 减仓
FDN FIRST TR EXCHANGE-TRADED FD $53.68万0.04%2,028 -38-1.8% -$1.01万 减仓
VB VANGUARD INDEX FDS $54.56万0.04%1,800 29819.8% $9.03万 加仓