MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC
ORLEANS MA · SEC CIK 0001015877
$1.76亿2026Q1 申报市值
81持仓数
44.2%前十大占比 · 第一大 7.2%
2 / 0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
MSFT 加仓+$43.31万
ALC 加仓+$24.15万
EXE 加仓+$23.39万
SLB 加仓+$23.14万
CLMT 新建仓+$21.54万
2026Q1 卖出最多 按季末市值估算
ENB 减仓-$73.09万
MDT 减仓-$45.71万
AMAT 减仓-$41.36万
VAL 减仓-$14.71万
OXY 减仓-$13.00万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| AMAT | APPLIED MATLS INC | $1,264.62万 | 7.17% | 37,000 | -1,210 | -3.2% | -$41.36万 | 减仓 |
| MPC | MARATHON PETE CORP | $1,169.65万 | 6.63% | 47,901 | -509 | -1.1% | -$12.43万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,155.26万 | 6.55% | 31,209 | 1,170 | 3.9% | $43.31万 | 加仓 |
| NEM | NEWMONT CORP | $793.66万 | 4.50% | 73,317 | -99 | -0.1% | -$1.07万 | 减仓 |
| RTX | RTX CORP | $667.34万 | 3.78% | 34,595 | -491 | -1.4% | -$9.47万 | 减仓 |
| BX | BLACKSTONE INC | $661.59万 | 3.75% | 57,535 | -275 | -0.5% | -$3.16万 | 减仓 |
| NFG | NTNL FUEL GAS CO | $547.24万 | 3.10% | 58,241 | -749 | -1.3% | -$7.04万 | 减仓 |
| GLW | CORNING INC | $546.24万 | 3.10% | 40,174 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $541.75万 | 3.07% | 9,386 | -100 | -1.1% | -$5.77万 | 减仓 |
| CSCO | CISCO SYS INC | $454.49万 | 2.58% | 58,575 | 526 | 0.9% | $4.08万 | 加仓 |
| SU | SUNCOR ENERGY INC NEW F | $420.72万 | 2.39% | 63,640 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PART LP | $410.02万 | 2.32% | 108,356 | -490 | -0.5% | -$1.85万 | 减仓 |
| NVS | NOVARTIS AG F | $409.29万 | 2.32% | 26,795 | -100 | -0.4% | -$1.53万 | 减仓 |
| CTVA | CORTEVA INC | $398.94万 | 2.26% | 47,657 | -600 | -1.2% | -$5.02万 | 减仓 |
| MO | ALTRIA GROUP INC | $367.03万 | 2.08% | 55,619 | -8 | -0.0% | -$528 | 减仓 |
| MRK | MERCK & CO. INC. | $360.91万 | 2.05% | 30,004 | 147 | 0.5% | $1.77万 | 加仓 |
| COP | CONOCOPHILLIPS | $351.55万 | 1.99% | 26,632 | -38 | -0.1% | -$5,016 | 减仓 |
| XLE | STATE STREET ENERGY SELECT SEC | $341.71万 | 1.94% | 55,780 | -400 | -0.7% | -$2.45万 | 减仓 |
| ENB | ENBRIDGE INC F | $323.93万 | 1.84% | 59,831 | -13,500 | -18.4% | -$73.09万 | 减仓 |
| EQT | EQT CORP | $323.07万 | 1.83% | 50,765 | 140 | 0.3% | $8,910 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRI | $309.31万 | 1.75% | 129,906 | 1,478 | 1.2% | $3.52万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $292.60万 | 1.66% | 11,970 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED F | $281.50万 | 1.60% | 54,776 | 4,502 | 9.0% | $23.14万 | 加仓 |
| TXN | TEXAS INSTRS INC | $258.71万 | 1.47% | 13,326 | 1 | 0.0% | $194 | 加仓 |
| V | VISA INC CLASS CLASS A | $258.57万 | 1.47% | 8,555 | 50 | 0.6% | $1.51万 | 加仓 |
| PEP | PEPSICO INC | $253.28万 | 1.44% | 16,310 | 441 | 2.8% | $6.85万 | 加仓 |
| Q | QNITY ELECTRONICS INC | $238.33万 | 1.35% | 20,656 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP | $204.75万 | 1.16% | 31,500 | -2,000 | -6.0% | -$13.00万 | 减仓 |
| IBB | ISHARES BIOTECHNOLOGY ETF | $204.56万 | 1.16% | 12,115 | -87 | -0.7% | -$1.47万 | 减仓 |
| MTB | M&T BK CORP | $203.93万 | 1.16% | 9,865 | 0 | 0.0% | — | 不变 |
| OVV | OVINTIV INC | $195.80万 | 1.11% | 32,985 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC F | $195.01万 | 1.11% | 22,505 | -5,275 | -19.0% | -$45.71万 | 减仓 |
| — | DUPONT DE NEMOURS INC IA | $165.56万 | 0.94% | 36,148 | -174 | -0.5% | -$7,969 | 减仓 |
| ASML | ASML HLDG N V F SPONSORED ADR | $163.12万 | 0.92% | 1,235 | 0 | 0.0% | — | 不变 |
| AR | ANTERO RES CORP | $162.55万 | 0.92% | 38,300 | 0 | 0.0% | — | 不变 |
| MPLX | MPLX LP LP | $154.09万 | 0.87% | 27,000 | 0 | 0.0% | — | 不变 |
| BTU | PEABODY ENERGY CORP NEW | $151.57万 | 0.86% | 46,000 | 0 | 0.0% | — | 不变 |
| — | ROLLS-ROYCE HOLDINGS P F SPONS | $147.30万 | 0.84% | 95,525 | 9,150 | 10.6% | $14.11万 | 加仓 |
| MPTI | M-TRON INDS INC | $143.73万 | 0.81% | 21,500 | -500 | -2.3% | -$3.34万 | 减仓 |
| EXE | EXPAND ENERGY CORP | $143.45万 | 0.81% | 13,067 | 2,131 | 19.5% | $23.39万 | 加仓 |
| VIS | VANGUARD INDUSTRIALS INDEX FUN | $133.63万 | 0.76% | 4,280 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $123.31万 | 0.70% | 3,650 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD HEALTH CARE INDEX FUN | $114.51万 | 0.65% | 4,205 | -80 | -1.9% | -$2.18万 | 减仓 |
| HSY | HERSHEY CO | $113.52万 | 0.64% | 5,461 | 1 | 0.0% | $208 | 加仓 |
| VDC | VANGUARD CONSUMER STAPLES INDE | $109.29万 | 0.62% | 4,866 | 0 | 0.0% | — | 不变 |
| — | EPSILON ENERGY LTD F | $104.35万 | 0.59% | 169,400 | 33,500 | 24.7% | $20.64万 | 加仓 |
| — | KRAKEN ROBOTICS INC F | $91.19万 | 0.52% | 157,500 | 20,000 | 14.5% | $11.58万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $84.47万 | 0.48% | 6,880 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $79.56万 | 0.45% | 3,135 | 302 | 10.7% | $7.66万 | 加仓 |
| ALC | ALCON INC F | $69.47万 | 0.39% | 9,220 | 3,205 | 53.3% | $24.15万 | 加仓 |
| — | LGL GROUP INC TRADES WITH DUE | $60.81万 | 0.34% | 87,500 | 0 | 0.0% | — | 不变 |
| VAL | VALARIS LTD F | $58.82万 | 0.33% | 6,000 | -1,500 | -20.0% | -$14.71万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $56.16万 | 0.32% | 5,670 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $55.38万 | 0.31% | 1,574 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC F SPONSORED ADR 1 A | $53.57万 | 0.30% | 7,196 | -1,635 | -18.5% | -$12.17万 | 减仓 |
| BMY | BRISTOL MYERS SQUIBB CO | $48.52万 | 0.28% | 8,000 | 0 | 0.0% | — | 不变 |
| ARLP | ALLIANCE RESOURCE PAR LP | $47.01万 | 0.27% | 17,000 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVIC | $44.75万 | 0.25% | 2,200 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON.COM INC | $44.57万 | 0.25% | 2,140 | 65 | 3.1% | $1.35万 | 加仓 |
| OKE | ONEOK INC NEW | $40.93万 | 0.23% | 4,528 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR M F SPONS | $35.08万 | 0.20% | 1,038 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICAL | $32.91万 | 0.19% | 426 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $31.07万 | 0.18% | 2,413 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $30.08万 | 0.17% | 2,158 | 0 | 0.0% | — | 不变 |
| SCCO | SOUTHERN COPPER CORP | $29.51万 | 0.17% | 1,715 | 14 | 0.8% | $2,409 | 加仓 |
| FIP | FTAI INFRASTRUCTURE INC | $27.17万 | 0.15% | 55,000 | 9,000 | 19.6% | $4.45万 | 加仓 |
| META | META PLATFORMS INC CLASS A | $26.43万 | 0.15% | 462 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P LP | $26.04万 | 0.15% | 13,490 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY AND CO | $25.94万 | 0.15% | 282 | -17 | -5.7% | -$1.56万 | 减仓 |
| ORCL | ORACLE CORP | $25.48万 | 0.14% | 1,732 | 155 | 9.8% | $2.28万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $24.46万 | 0.14% | 3,400 | 0 | 0.0% | — | 不变 |
| AM | ANTERO MIDSTREAM CORP | $23.64万 | 0.13% | 10,370 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY CLASS B | $22.00万 | 0.12% | 459 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABS | $21.97万 | 0.12% | 2,140 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC F | $21.85万 | 0.12% | 1,108 | -0 | -0.0% | -$99 | 减仓 |
| CLMT | CALUMET INC CLASS EQUITY | $21.54万 | 0.12% | 6,000 | 6,000 | — | $21.54万 | 新建仓 |
| — | FEDERAL NATIONAL MORTGAGE ASSO | $10.89万 | 0.06% | 15,000 | 2,000 | 15.4% | $1.45万 | 加仓 |
| — | COFFEE HLDG CO INC | $10.20万 | 0.06% | 24,000 | 7,500 | 45.5% | $3.19万 | 加仓 |
| RITM | RITHM CAPITAL CORP | $9.48万 | 0.05% | 10,000 | 0 | 0.0% | — | 不变 |
| — | FEDERAL HOME LN MTG CORP | $7.68万 | 0.04% | 12,000 | 2,000 | 20.0% | $1.28万 | 加仓 |
| NXH | BED BATH AND BEYOND INC | $4.64万 | 0.03% | 10,000 | 10,000 | — | $4.64万 | 新建仓 |