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
PSX PHILLIPS 66 $77.27万0.07%4,242 721.7% $1.31万 加仓
AMD ADVANCED MICRO DEVICES INC $76.20万0.07%3,746 -155-4.0% -$3.15万 减仓
VUG VANGUARD INDEX FDS $76.02万0.07%1,740 120.7% $5,243 加仓
CB CHUBB LTD SWITZ $74.99万0.07%2,301 10.0% $326 加仓
XHB SPDR SERIES TRUST $74.57万0.06%7,553 -721-8.7% -$7.12万 减仓
SO SOUTHERN CO $73.62万0.06%7,627 -846-10.0% -$8.17万 减仓
BRK/A BERKSHIRE HATHAWAY INC DEL $71.81万0.06%1 00.0% — 不变
CARR CARRIER GLOBAL CORPORATION $71.01万0.06%12,610 20.0% $113 加仓
LMT LOCKHEED MARTIN CORP $70.23万0.06%1,162 666.0% $3.99万 加仓
GILD GILEAD SCIENCES INC $67.71万0.06%4,858 50.1% $697 加仓
B BARRICK MNG CORP $64.92万0.06%15,916 8225.4% $3.35万 加仓
ADBE ADOBE INC $63.83万0.06%2,626 60.2% $1,458 加仓
EES WISDOMTREE TR $63.36万0.06%10,915 130.1% $755 加仓
XLRE SELECT SECTOR SPDR TR $61.95万0.05%15,172 -4,351-22.3% -$17.77万 减仓
T AT&T INC $61.02万0.05%21,048 8,57968.8% $24.87万 加仓
QCOM QUALCOMM INC $59.68万0.05%4,635 -481-9.4% -$6.19万 减仓
LOW LOWES COS INC $59.46万0.05%2,517 -13-0.5% -$3,071 减仓
MS MORGAN STANLEY $57.64万0.05%3,503 1,65489.5% $27.22万 加仓
GE GE AEROSPACE $56.26万0.05%1,983 1,983— $56.26万 新建仓
WFC WELLS FARGO & CO $55.79万0.05%7,008 200.3% $1,592 加仓
SNOW SNOWFLAKE INC $54.71万0.05%3,628 -188-4.9% -$2.84万 减仓
BHB BAR HBR BANKSHARES $54.52万0.05%16,802 -1,002-5.6% -$3.25万 减仓
CSX CSX CORP $52.97万0.05%12,903 50.0% $205 加仓
SCHX SCHWAB STRATEGIC TR $50.14万0.04%19,557 30.0% $77 加仓
ITA ISHARES TR $49.95万0.04%2,283 00.0% — 不变
NDAQ NASDAQ INC $49.25万0.04%5,801 00.0% — 不变
VTV VANGUARD INDEX FDS $49.11万0.04%2,503 -560-18.3% -$10.99万 减仓
FDN FIRST TR EXCHANGE-TRADED FD $48.34万0.04%2,066 -40-1.9% -$9,360 减仓
RSP INVESCO EXCHANGE TRADED FD T 看涨期权 $47.98万0.04%2,500 2,500— $47.98万 新建仓
OTIS OTIS WORLDWIDE CORP $47.35万0.04%6,143 00.0% — 不变
UNP UNION PAC CORP $47.04万0.04%1,939 30.2% $728 加仓
TT TRANE TECHNOLOGIES PLC $44.68万0.04%1,072 00.0% — 不变
UNH UNITEDHEALTH GROUP INC $43.81万0.04%1,619 -93-5.4% -$2.52万 减仓
MPC MARATHON PETE CORP $43.66万0.04%1,788 70.4% $1,709 加仓
STT STATE STR CORP $43.42万0.04%3,430 00.0% — 不变
PKW INVESCO EXCHANGE TRADED FD T $42.47万0.04%3,236 10.0% $131 加仓
UNM UNUM GROUP $42.32万0.04%5,795 250.4% $1,826 加仓
JEPQ J P MORGAN EXCHANGE TRADED F $41.98万0.04%7,561 -3,025-28.6% -$16.80万 减仓
LNG CHENIERE ENERGY INC $41.27万0.04%1,454 1108.2% $3.12万 加仓
GEV GE VERNOVA INC $40.88万0.04%468 468— $40.88万 新建仓
MSTR STRATEGY INC $39.37万0.03%3,155 1003.3% $1.25万 加仓
VB VANGUARD INDEX FDS $39.34万0.03%1,502 20.1% $524 加仓
DUK DUKE ENERGY CORP NEW $39.09万0.03%2,985 -102-3.3% -$1.34万 减仓
KR KROGER CO $37.63万0.03%5,200 1,60044.4% $11.58万 重新持有
ALL ALLSTATE CORP $37.35万0.03%1,801 20.1% $415 重新持有
CMCSA COMCAST CORP NEW $36.86万0.03%12,839 2,29721.8% $6.59万 加仓
PFE PFIZER INC $36.67万0.03%13,058 1241.0% $3,482 加仓
MET METLIFE INC $35.69万0.03%5,046 -282-5.3% -$1.99万 减仓
XLE SELECT SECTOR SPDR TR $35.16万0.03%5,740 100.2% $613 加仓
LHX L3HARRIS TECHNOLOGIES INC $35.04万0.03%1,015 00.0% — 不变
TRV TRAVELERS COMPANIES INC $35.02万0.03%1,201 10.1% $292 加仓
AXP AMERICAN EXPRESS CO $34.82万0.03%1,151 -29-2.5% -$8,773 减仓
BNY BANK NEW YORK MELLON CORP $34.46万0.03%2,905 20.1% $237 加仓
VIG VANGUARD SPECIALIZED FUNDS $33.80万0.03%1,572 -25-1.6% -$5,376 减仓
PRU PRUDENTIAL FINL INC $33.59万0.03%3,438 -120-3.4% -$1.17万 减仓
IWS ISHARES TR $33.36万0.03%2,289 -12-0.5% -$1,749 减仓
XLK SELECT SECTOR SPDR TR $32.40万0.03%2,438 -179-6.8% -$2.38万 减仓
UCO PROSHARES TR II $32.39万0.03%8,241 8,241— $32.39万 新建仓
IMCG ISHARES TR $32.36万0.03%4,108 1022.5% $8,034 加仓
AVGO BROADCOM INC 看涨期权 $30.95万0.03%1,000 1,000— $30.95万 新建仓
TD TORONTO DOMINION BK ONT $30.57万0.03%3,277 -135-4.0% -$1.26万 减仓
— INVESCO EXCHANGE TRADED FD T $30.48万0.03%2,938 -344-10.5% -$3.57万 减仓
ILCV ISHARES TR $30.02万0.03%3,224 130.4% $1,211 加仓
FNLC FIRST BANCORP INC ME $29.88万0.03%10,661 180.2% $505 加仓
BITO PROSHARES TR $29.45万0.03%31,632 -5,052-13.8% -$4.70万 减仓
HDV ISHARES TR $28.67万0.02%2,112 -341-13.9% -$4.63万 减仓
AFL AFLAC INC $28.35万0.02%2,584 -80-3.0% -$8,778 减仓
OKLO OKLO INC $27.77万0.02%5,600 4007.7% $1.98万 加仓
WM WASTE MGMT INC DEL $26.97万0.02%1,174 -74-5.9% -$1.70万 减仓
YUM YUM BRANDS INC $26.92万0.02%1,732 30.2% $466 加仓
EFA ISHARES TR $26.83万0.02%2,763 2,763— $26.83万 新建仓
AMAT APPLIED MATLS INC $26.39万0.02%772 772— $26.39万 新建仓
COF CAPITAL ONE FINL CORP $26.33万0.02%1,443 16713.1% $3.05万 重新持有
HIMS HIMS & HERS HEALTH INC $26.30万0.02%12,667 -3,290-20.6% -$6.83万 减仓
BRO BROWN & BROWN INC $26.08万0.02%4,000 -152-3.7% -$9,912 减仓
MMM 3M CO $25.83万0.02%1,778 10.1% $145 加仓
COST COSTCO WHOLESALE CORPORATION $25.56万0.02%256 -59-18.7% -$5.89万 减仓
DKNG DRAFTKINGS INC NEW $25.20万0.02%11,657 1181.0% $2,551 加仓
PFE PFIZER INC 看涨期权 $23.87万0.02%8,500 -5,600-39.7% -$15.72万 减仓
PAVE GLOBAL X FDS $23.06万0.02%4,539 50.1% $254 加仓
CMI CUMMINS INC $22.77万0.02%423 10.2% $538 加仓
XLE SELECT SECTOR SPDR TR 看涨期权 $22.67万0.02%3,700 3,700— $22.67万 新建仓
GLW CORNING INC $22.62万0.02%1,664 1,664— $22.62万 新建仓
IXUS ISHARES TR $22.24万0.02%2,567 00.0% — 不变
— SPDR SERIES TRUST $22.17万0.02%2,834 -381-11.9% -$2.98万 减仓
DKS DICKS SPORTING GOODS INC $21.96万0.02%1,107 00.0% — 不变
ZETA ZETA GLOBAL HOLDINGS CORP $21.70万0.02%13,628 -1,000-6.8% -$1.59万 减仓
CI THE CIGNA GROUP $21.55万0.02%808 -12-1.5% -$3,201 减仓
C CITIGROUP INC $21.45万0.02%1,892 -46-2.4% -$5,216 减仓
CEG CONSTELLATION ENERGY CORP $20.90万0.02%748 00.0% — 不变
HIG HARTFORD INSURANCE GROUP INC $20.55万0.02%1,520 10.1% $135 加仓
CRM SALESFORCE INC 看涨期权 $20.53万0.02%1,100 1,100— $20.53万 新建仓
— EXXON MOBIL CORP 看涨期权 $20.36万0.02%1,200 1,200— $20.36万 新建仓
EFG ISHARES TR $20.35万0.02%1,827 00.0% — 不变
SHW SHERWIN WILLIAMS CO $20.16万0.02%629 -6-0.9% -$1,923 减仓
TXN TEXAS INSTRS INC $20.13万0.02%1,037 -296-22.2% -$5.75万 重新持有
RSP INVESCO EXCHANGE TRADED FD T $17.52万0.02%913 913— $17.52万 新建仓
CSCO CISCO SYS INC 看涨期权 $15.52万0.01%2,000 2,000— $15.52万 新建仓
OKLO OKLO INC 看跌期权 $14.88万0.01%3,000 3,000— $14.88万 新建仓
WELL WELLTOWER INC $14.65万0.01%741 741— $14.65万 新建仓