MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC
ORLEANS MA · SEC CIK 0001015877
$1.67亿2026Q2 申报市值
84持仓数
44.7%前十大占比 · 第一大 11.1%
6 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
DRAM 新建仓+$135.48万
NOW 新建仓+$61.31万
AMRZ 新建仓+$46.77万
MPTI 加仓+$42.63万
AMZN 加仓+$28.24万
2026Q2 卖出最多 按季末市值估算
AMAT 减仓-$818.51万
CTVA 减仓-$378.20万
MPC 减仓-$362.62万
DD 减仓-$350.06万
GLW 减仓-$335.48万
2026Q2 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 | $1,856.60万 | 11.13% | 25,679 | -11,321 | -30.6% | -$818.51万 | 减仓 |
| MSFT | MICROSOFT CORP | $865.82万 | 5.19% | 23,211 | -7,998 | -25.6% | -$298.34万 | 减仓 |
| MPC | MARATHON PETE CORP | $862.07万 | 5.17% | 33,718 | -14,183 | -29.6% | -$362.62万 | 减仓 |
| GLW | CORNING INC | $690.68万 | 4.14% | 27,040 | -13,134 | -32.7% | -$335.48万 | 减仓 |
| QQQ | INVESCO QQQ TR | $679.71万 | 4.08% | 9,230 | -156 | -1.7% | -$11.49万 | 减仓 |
| NEM | NEWMONT CORP | $512.68万 | 3.07% | 54,891 | -18,426 | -25.1% | -$172.10万 | 减仓 |
| CSCO | CISCO SYS INC | $511.83万 | 3.07% | 43,575 | -15,000 | -25.6% | -$176.19万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRI | $509.87万 | 3.06% | 113,029 | -16,877 | -13.0% | -$76.13万 | 减仓 |
| RTX | RTX CORP | $503.61万 | 3.02% | 26,544 | -8,051 | -23.3% | -$152.75万 | 减仓 |
| BX | BLACKSTONE INC | $458.48万 | 2.75% | 38,964 | -18,571 | -32.3% | -$218.52万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $412.08万 | 2.47% | 3,570 | -80 | -2.2% | -$9.23万 | 减仓 |
| TXN | TEXAS INSTRS INC | $363.35万 | 2.18% | 12,190 | -1,136 | -8.5% | -$33.86万 | 减仓 |
| SU | SUNCOR ENERGY INC NEW F | $352.70万 | 2.12% | 65,705 | 2,065 | 3.2% | $11.08万 | 加仓 |
| NFG | NTNL FUEL GAS CO | $352.51万 | 2.11% | 45,656 | -12,585 | -21.6% | -$97.17万 | 减仓 |
| NVS | NOVARTIS AG F | $329.43万 | 1.98% | 21,020 | -5,775 | -21.6% | -$90.51万 | 减仓 |
| EPD | ENTERPRISE PRODS PART LP | $328.41万 | 1.97% | 89,340 | -19,016 | -17.5% | -$69.90万 | 减仓 |
| ENB | ENBRIDGE INC F | $318.92万 | 1.91% | 58,830 | -1,001 | -1.7% | -$5.43万 | 减仓 |
| MO | ALTRIA GROUP INC | $308.20万 | 1.85% | 42,836 | -12,783 | -23.0% | -$91.97万 | 减仓 |
| MRK | MERCK & CO. INC. | $284.68万 | 1.71% | 22,154 | -7,850 | -26.2% | -$100.87万 | 减仓 |
| SLB | SLB LIMITED F | $258.05万 | 1.55% | 55,507 | 731 | 1.3% | $3.40万 | 加仓 |
| MPTI | M-TRON INDS INC | $255.81万 | 1.53% | 25,800 | 4,300 | 20.0% | $42.63万 | 加仓 |
| Q | QNITY ELECTRONICS INC | $255.66万 | 1.53% | 15,655 | -5,001 | -24.2% | -$81.67万 | 减仓 |
| EQT | EQT CORP | $248.11万 | 1.49% | 46,663 | -4,102 | -8.1% | -$21.81万 | 减仓 |
| V | VISA INC CLASS A | $241.99万 | 1.45% | 7,053 | -1,502 | -17.6% | -$51.53万 | 减仓 |
| PEP | PEPSICO INC | $233.09万 | 1.40% | 17,215 | 905 | 5.5% | $12.25万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $226.00万 | 1.36% | 8,899 | -3,071 | -25.7% | -$77.99万 | 减仓 |
| IBB | ISHARES BIOTECHNOLOGY ETF | $218.49万 | 1.31% | 11,488 | -627 | -5.2% | -$11.92万 | 减仓 |
| COP | CONOCOPHILLIPS | $208.24万 | 1.25% | 20,031 | -6,601 | -24.8% | -$68.62万 | 减仓 |
| XLE | STATE STREET ENERGY SELECT SEC | $196.67万 | 1.18% | 37,030 | -18,750 | -33.6% | -$99.58万 | 减仓 |
| — | ROLLS-ROYCE HOLDINGS P F SPONS | $184.46万 | 1.11% | 95,823 | 298 | 0.3% | $5,737 | 加仓 |
| MTB | M&T BK CORP | $176.41万 | 1.06% | 7,412 | -2,453 | -24.9% | -$58.38万 | 减仓 |
| MDT | MEDTRONIC PLC F | $176.15万 | 1.06% | 22,517 | 12 | 0.1% | $939 | 加仓 |
| OVV | OVINTIV INC | $173.67万 | 1.04% | 32,985 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $168.90万 | 1.01% | 5,670 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP | $157.85万 | 0.95% | 32,500 | 1,000 | 3.2% | $4.86万 | 加仓 |
| MPLX | MPLX LP LP | $152.09万 | 0.91% | 27,000 | 0 | 0.0% | — | 不变 |
| VIS | VANGUARD INDUSTRIALS INDEX FUN | $143.07万 | 0.86% | 3,970 | -310 | -7.2% | -$11.17万 | 减仓 |
| DD | DUPONT DE NEMOURS INC | $140.25万 | 0.84% | 10,340 | -25,808 | -71.4% | -$350.06万 | 减仓 |
| DRAM | ROUNDHILL MEMORY ETF | $135.48万 | 0.81% | 18,345 | 18,345 | — | $135.48万 | 新建仓 |
| AR | ANTERO RES CORP | $134.59万 | 0.81% | 38,300 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES I | $127.80万 | 0.77% | 2,200 | 0 | 0.0% | — | 不变 |
| EXE | EXPAND ENERGY CORP | $119.16万 | 0.71% | 13,067 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $116.88万 | 0.70% | 6,880 | 0 | 0.0% | — | 不变 |
| BTU | PEABODY ENERGY CORP NEW | $106.35万 | 0.64% | 46,000 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD HEALTH CARE INDEX FUN | $101.63万 | 0.61% | 3,399 | -806 | -19.2% | -$24.10万 | 减仓 |
| — | EPSILON ENERGY LTD F | $94.35万 | 0.57% | 174,400 | 5,000 | 3.0% | $2.71万 | 加仓 |
| VDC | VANGUARD CONSUMER STAPLES INDE | $89.27万 | 0.54% | 3,959 | -907 | -18.6% | -$20.45万 | 减仓 |
| AAPL | APPLE INC | $87.53万 | 0.52% | 3,025 | -110 | -3.5% | -$3.18万 | 减仓 |
| AMZN | AMAZON.COM INC | $79.25万 | 0.48% | 3,325 | 1,185 | 55.4% | $28.24万 | 加仓 |
| ALC | ALCON INC F | $75.05万 | 0.45% | 11,185 | 1,965 | 21.3% | $13.19万 | 加仓 |
| — | KRAKEN ROBOTICS INC F | $70.88万 | 0.43% | 157,500 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $61.31万 | 0.37% | 6,175 | 6,175 | — | $61.31万 | 新建仓 |
| — | LGL GROUP INC TRADES WITH DUE | $60.46万 | 0.36% | 87,500 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO | $57.53万 | 0.34% | 3,279 | -2,182 | -40.0% | -$38.28万 | 减仓 |
| AMGN | AMGEN INC | $56.38万 | 0.34% | 1,557 | -17 | -1.1% | -$6,156 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR M F SPONS | $49.57万 | 0.30% | 1,038 | 0 | 0.0% | — | 不变 |
| AMRZ | AMRIZE LTD F | $46.77万 | 0.28% | 8,775 | 8,775 | — | $46.77万 | 新建仓 |
| ASML | ASML HLDG N V F SPONSORED ADR | $46.75万 | 0.28% | 235 | -1,000 | -81.0% | -$198.94万 | 减仓 |
| QCOM | QUALCOMM INC | $44.59万 | 0.27% | 2,413 | 0 | 0.0% | — | 不变 |
| ARLP | ALLIANCE RESOURCE PAR LP | $40.77万 | 0.24% | 17,000 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $39.37万 | 0.24% | 4,528 | 0 | 0.0% | — | 不变 |
| VAL | VALARIS LTD F | $36.30万 | 0.22% | 5,000 | -1,000 | -16.7% | -$7.26万 | 减仓 |
| LLY | ELI LILLY AND CO | $31.43万 | 0.19% | 262 | -20 | -7.1% | -$2.40万 | 减仓 |
| SCCO | SOUTHERN COPPER CORP | $30.18万 | 0.18% | 1,732 | 17 | 1.0% | $2,962 | 加仓 |
| ORCL | ORACLE CORP | $28.68万 | 0.17% | 1,957 | 225 | 13.0% | $3.30万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $27.26万 | 0.16% | 2,158 | 0 | 0.0% | — | 不变 |
| CRDO | CREDO TECHNOLOGY GROUP F | $27.20万 | 0.16% | 1,000 | 1,000 | — | $27.20万 | 新建仓 |
| REGN | REGENERON PHARMACEUTICAL | $26.56万 | 0.16% | 426 | 0 | 0.0% | — | 不变 |
| FIP | FTAI INFRASTRUCTURE INC | $26.45万 | 0.16% | 57,000 | 2,000 | 3.6% | $9,280 | 加仓 |
| META | META PLATFORMS INC CLASS A | $26.02万 | 0.16% | 462 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P LP | $25.66万 | 0.15% | 13,420 | -70 | -0.5% | -$1,338 | 减仓 |
| CTVA | CORTEVA INC | $25.41万 | 0.15% | 3,000 | -44,657 | -93.7% | -$378.20万 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOF | $25.00万 | 0.15% | 1,000 | 1,000 | — | $25.00万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $24.53万 | 0.15% | 3,400 | 0 | 0.0% | — | 不变 |
| AM | ANTERO MIDSTREAM CORP | $23.59万 | 0.14% | 10,370 | 0 | 0.0% | — | 不变 |
| CLPT | CLEARPOINT NEURO INC | $23.19万 | 0.14% | 13,000 | 13,000 | — | $23.19万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY CLASS B | $22.72万 | 0.14% | 454 | -5 | -1.1% | -$2,502 | 减仓 |
| CLMT | CALUMET INC CLASS EQUITY | $21.61万 | 0.13% | 6,000 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC F | $21.01万 | 0.13% | 1,108 | 0 | 0.0% | — | 不变 |
| — | FEDERAL NATIONAL MORTGAGE ASSO | $11.07万 | 0.07% | 17,000 | 2,000 | 13.3% | $1.30万 | 加仓 |
| — | COFFEE HLDG CO INC | $9.69万 | 0.06% | 29,000 | 5,000 | 20.8% | $1.67万 | 加仓 |
| RITM | RITHM CAPITAL CORP | $9.39万 | 0.06% | 10,000 | 0 | 0.0% | — | 不变 |
| — | FEDERAL HOME LN MTG CORP | $8.37万 | 0.05% | 14,000 | 2,000 | 16.7% | $1.20万 | 加仓 |
| NXH | BED BATH AND BEYOND INC | $5.79万 | 0.03% | 10,000 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC F SPONSORED ADR 1 A | $0 | 0.00% | 0 | -7,196 | -100.0% | -$53.57万 | 清仓 |
| BMY | BRISTOL MYERS SQUIBB CO | $0 | 0.00% | 0 | -8,000 | -100.0% | -$48.52万 | 清仓 |
| ABT | ABBOTT LABS | $0 | 0.00% | 0 | -2,140 | -100.0% | -$21.97万 | 清仓 |