MEANS INVESTMENT CO., INC.
BANGOR ME · SEC CIK 0000701516
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $2.05亿 | 17.85% | 342,870 | 7,284 | 2.2% | $435.26万 | 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 |
| XLG | INVESCO EXCHANGE TRADED FD T | $8,533.42万 | 7.43% | 1,564,330 | 100,114 | 6.8% | $546.12万 | 加仓 |
| AAPL | APPLE INC | $7,539.00万 | 6.57% | 297,057 | -1,615 | -0.5% | -$40.99万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $4,564.85万 | 3.98% | 261,746 | -782 | -0.3% | -$13.64万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $4,352.84万 | 3.79% | 394,029 | -2,575 | -0.6% | -$28.45万 | 减仓 |
| AMZN | AMAZON COM INC | $3,994.61万 | 3.48% | 191,800 | 2,232 | 1.2% | $46.49万 | 加仓 |
| MSFT | MICROSOFT CORP | $3,872.01万 | 3.37% | 104,601 | 2,910 | 2.9% | $107.72万 | 加仓 |
| IMCB | ISHARES TR | $3,607.55万 | 3.14% | 432,405 | 4,392 | 1.0% | $36.64万 | 加仓 |
| MGK | VANGUARD WORLD FD | $3,519.01万 | 3.07% | 95,771 | -915 | -0.9% | -$33.62万 | 减仓 |
| GOOG | ALPHABET INC | $2,463.21万 | 2.15% | 85,868 | -249 | -0.3% | -$7.14万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $2,367.95万 | 2.06% | 161,513 | 3,356 | 2.1% | $49.20万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $2,322.25万 | 2.02% | 431,887 | 7,057 | 1.7% | $37.95万 | 加仓 |
| MGV | VANGUARD WORLD FD | $1,981.61万 | 1.73% | 136,710 | -3,073 | -2.2% | -$44.54万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,916.71万 | 1.67% | 65,159 | 1,922 | 3.0% | $56.54万 | 加仓 |
| META | META PLATFORMS INC | $1,814.30万 | 1.58% | 31,711 | 328 | 1.0% | $18.77万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $1,762.67万 | 1.54% | 298,606 | 21,407 | 7.7% | $126.37万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1,232.90万 | 1.07% | 84,284 | -293 | -0.3% | -$4.29万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $1,209.64万 | 1.05% | 56,615 | -1,796 | -3.1% | -$38.37万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $1,116.24万 | 0.97% | 226,097 | 10,520 | 4.9% | $51.94万 | 加仓 |
| TSLA | TESLA INC | $1,014.03万 | 0.88% | 27,277 | 737 | 2.8% | $27.40万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $981.37万 | 0.85% | 20,479 | -82 | -0.4% | -$3.93万 | 减仓 |
| CVX | CHEVRON CORPORATION | $849.30万 | 0.74% | 41,049 | 2,256 | 5.8% | $46.68万 | 加仓 |
| WRB | BERKLEY W R CORP | $837.17万 | 0.73% | 126,308 | -157 | -0.1% | -$1.04万 | 减仓 |
| AVGO | BROADCOM INC | $815.87万 | 0.71% | 26,360 | 590 | 2.3% | $18.26万 | 加仓 |
| SMH | VANECK ETF TRUST | $689.24万 | 0.60% | 17,977 | 927 | 5.4% | $35.54万 | 加仓 |
| BAC | BANK AMERICA CORP | $569.10万 | 0.50% | 116,738 | -1,891 | -1.6% | -$9.22万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $556.25万 | 0.48% | 37,559 | -1,013 | -2.6% | -$15.00万 | 减仓 |
| WMT | WALMART INC | $554.58万 | 0.48% | 44,623 | -2,720 | -5.7% | -$33.80万 | 减仓 |
| V | VISA INC | $551.62万 | 0.48% | 18,251 | 295 | 1.6% | $8.92万 | 加仓 |
| GOOGL | ALPHABET INC | $539.72万 | 0.47% | 18,769 | 152 | 0.8% | $4.37万 | 加仓 |
| — | EXXON MOBIL CORP | $538.38万 | 0.47% | 31,733 | -1,213 | -3.7% | -$20.58万 | 减仓 |
| PYLD | PIMCO ETF TR | $535.80万 | 0.47% | 204,503 | 136,439 | 200.5% | $357.47万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $530.78万 | 0.46% | 21,714 | -176 | -0.8% | -$4.30万 | 减仓 |
| ABBV | ABBVIE INC | $509.38万 | 0.44% | 23,421 | -609 | -2.5% | -$13.25万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $505.27万 | 0.44% | 30,560 | -751 | -2.4% | -$12.42万 | 减仓 |
| ORCL | ORACLE CORP | $500.51万 | 0.44% | 34,023 | 443 | 1.3% | $6.52万 | 加仓 |
| IHI | ISHARES TR | $474.28万 | 0.41% | 88,900 | -4,265 | -4.6% | -$22.75万 | 减仓 |
| LLY | ELI LILLY & CO | $420.94万 | 0.37% | 4,577 | -89 | -1.9% | -$8.19万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $383.36万 | 0.33% | 26,541 | 3,829 | 16.9% | $55.31万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $375.33万 | 0.33% | 39,937 | -460 | -1.1% | -$4.32万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $362.25万 | 0.32% | 4,282 | -94 | -2.1% | -$7.95万 | 减仓 |
| TJX | TJX COS INC NEW | $340.72万 | 0.30% | 21,335 | -190 | -0.9% | -$3.03万 | 减仓 |
| MRK | MERCK & CO INC | $337.10万 | 0.29% | 28,024 | -1,000 | -3.4% | -$12.03万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $331.09万 | 0.29% | 5,368 | -200 | -3.6% | -$12.34万 | 减仓 |
| NFLX | NETFLIX INC. | $312.61万 | 0.27% | 32,512 | 1,237 | 4.0% | $11.89万 | 加仓 |
| RTX | RTX CORPORATION | $311.96万 | 0.27% | 16,172 | 1,251 | 8.4% | $24.13万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $302.48万 | 0.26% | 42,052 | 442 | 1.1% | $3.18万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $288.56万 | 0.25% | 28,105 | -181 | -0.6% | -$1.86万 | 减仓 |
| CRM | SALESFORCE INC | $281.71万 | 0.25% | 15,091 | -639 | -4.1% | -$11.93万 | 减仓 |
| MCD | MCDONALDS CORP | $280.92万 | 0.24% | 9,039 | -142 | -1.5% | -$4.41万 | 减仓 |
| OEF | ISHARES TR | $268.66万 | 0.23% | 8,447 | -45 | -0.5% | -$1.43万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $213.30万 | 0.19% | 4,269 | 174 | 4.2% | $8.69万 | 加仓 |
| IJR | ISHARES TR | $210.16万 | 0.18% | 16,906 | -231 | -1.3% | -$2.87万 | 减仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $204.02万 | 0.18% | 119,239 | -12,213 | -9.3% | -$20.90万 | 减仓 |
| CAC | CAMDEN NATL CORP | $203.38万 | 0.18% | 42,861 | -757 | -1.7% | -$3.59万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $198.70万 | 0.17% | 8,197 | 731 | 9.8% | $17.72万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $195.78万 | 0.17% | 3,010 | 6 | 0.2% | $3,903 | 加仓 |
| BX | BLACKSTONE INC | $194.26万 | 0.17% | 16,893 | 132 | 0.8% | $1.52万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $192.23万 | 0.17% | 33,915 | -2,126 | -5.9% | -$12.05万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $191.35万 | 0.17% | 15,252 | -108 | -0.7% | -$1.35万 | 减仓 |
| CCJ | CAMECO CORP | $184.18万 | 0.16% | 16,958 | 316 | 1.9% | $3.43万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $178.87万 | 0.16% | 19,258 | 510 | 2.7% | $4.74万 | 加仓 |
| MO | ALTRIA GROUP INC | $176.59万 | 0.15% | 26,760 | -2 | -0.0% | -$132 | 减仓 |
| NUE | NUCOR CORP | $163.18万 | 0.14% | 9,650 | 1 | 0.0% | $169 | 加仓 |
| PEP | PEPSICO INC | $159.99万 | 0.14% | 10,302 | -384 | -3.6% | -$5.96万 | 减仓 |
| CSCO | CISCO SYS INC | $154.31万 | 0.13% | 19,887 | 70 | 0.4% | $5,431 | 加仓 |
| SHOP | SHOPIFY INC | $151.57万 | 0.13% | 12,778 | -425 | -3.2% | -$5.04万 | 减仓 |
| HD | HOME DEPOT INC | $151.42万 | 0.13% | 4,604 | -101 | -2.1% | -$3.32万 | 减仓 |
| CAT | CATERPILLAR INC | $150.90万 | 0.13% | 2,130 | -23 | -1.1% | -$1.63万 | 减仓 |
| MTB | M & T BK CORP | $145.86万 | 0.13% | 7,056 | -264 | -3.6% | -$5.46万 | 减仓 |
| SBUX | STARBUCKS CORP | $142.92万 | 0.12% | 15,952 | -820 | -4.9% | -$7.35万 | 减仓 |
| QQQ | INVESCO QQQ TR | $141.72万 | 0.12% | 2,455 | -26 | -1.0% | -$1.50万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $140.09万 | 0.12% | 4,147 | 32 | 0.8% | $1.08万 | 加仓 |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $136.89万 | 0.12% | 62,535 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $134.42万 | 0.12% | 17,676 | 246 | 1.4% | $1.87万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $134.17万 | 0.12% | 3,437 | 81 | 2.4% | $3.16万 | 加仓 |
| IVV | ISHARES TR | $132.44万 | 0.12% | 2,028 | -35 | -1.7% | -$2.29万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $124.70万 | 0.11% | 1,828 | -19 | -1.0% | -$1.30万 | 减仓 |
| EMXC | ISHARES INC | $115.66万 | 0.10% | 14,704 | -1,352 | -8.4% | -$10.63万 | 减仓 |
| ETN | EATON CORP PLC | $108.22万 | 0.09% | 3,026 | 3 | 0.1% | $1,073 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $106.19万 | 0.09% | 17,509 | -535 | -3.0% | -$3.24万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $102.81万 | 0.09% | 17,836 | -1,144 | -6.0% | -$6.59万 | 减仓 |
| IDXX | IDEXX LABS INC | $102.06万 | 0.09% | 1,816 | -27 | -1.5% | -$1.52万 | 减仓 |
| DIS | DISNEY WALT CO | $99.84万 | 0.09% | 10,359 | -400 | -3.7% | -$3.86万 | 减仓 |
| NVS | NOVARTIS AG | $98.60万 | 0.09% | 6,455 | -132 | -2.0% | -$2.02万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $97.59万 | 0.09% | 7,055 | -32 | -0.5% | -$4,426 | 减仓 |
| IBB | ISHARES TR | $94.36万 | 0.08% | 5,588 | -166 | -2.9% | -$2.80万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $93.83万 | 0.08% | 18,692 | 1,202 | 6.9% | $6.03万 | 加仓 |
| BLK | BLACKROCK INC | $93.74万 | 0.08% | 975 | -88 | -8.3% | -$8.46万 | 减仓 |
| COP | CONOCOPHILLIPS | $91.97万 | 0.08% | 6,967 | 2 | 0.0% | $264 | 加仓 |
| DE | DEERE & CO | $90.03万 | 0.08% | 1,598 | -156 | -8.9% | -$8.79万 | 减仓 |
| VLO | VALERO ENERGY CORP | $89.92万 | 0.08% | 3,639 | 196 | 5.7% | $4.84万 | 加仓 |
| CRWV | COREWEAVE INC | $88.99万 | 0.08% | 11,487 | 7,619 | 197.0% | $59.02万 | 加仓 |
| NOW | SERVICENOW INC | $88.84万 | 0.08% | 8,497 | -82 | -1.0% | -$8,573 | 减仓 |
| AMGN | AMGEN INC | $85.40万 | 0.07% | 2,427 | 104 | 4.5% | $3.66万 | 加仓 |
| CVS | CVS HEALTH CORP | $84.84万 | 0.07% | 11,813 | 7,702 | 187.4% | $55.32万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $84.57万 | 0.07% | 5,275 | 251 | 5.0% | $4.02万 | 加仓 |
| XBI | SPDR SERIES TRUST | $82.31万 | 0.07% | 6,444 | 25 | 0.4% | $3,193 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $81.59万 | 0.07% | 51,378 | -730 | -1.4% | -$1.16万 | 减仓 |