Mathes Company, Inc.
New York NY · SEC CIK 0001389223
$2.74亿2026Q1 申报市值
126持仓数
39.6%前十大占比 · 第一大 5.6%
3 / 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
OSK 新建仓+$366.30万
MHD 新建仓+$114.30万
NOW 加仓+$63.77万
NFLX 加仓+$42.60万
BE 新建仓+$27.10万
2026Q1 卖出最多 按季末市值估算
OKTA 清仓-$344.30万
CRM 减仓-$204.03万
PEP 减仓-$100.68万
Blackrock Muni I 清仓-$81.70万
VV 减仓-$74.73万
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 |
|---|---|---|---|---|---|---|---|---|
| STT | State Street Corp. | $284.80万 | 1.04% | 22,500 | 1,235 | 5.8% | $15.63万 | 加仓 |
| XLY | Consumer Discretionary Select Sector SPDR | $289.90万 | 1.06% | 26,600 | 0 | 0.0% | — | 不变 |
| EMR | Emerson Electric Co. | $295.60万 | 1.08% | 22,565 | 900 | 4.2% | $11.79万 | 加仓 |
| KO | Coca Cola Co. | $302.00万 | 1.10% | 39,708 | 2,625 | 7.1% | $19.96万 | 加仓 |
| GEHC | GE Healthcare Technologies Inc. | $305.00万 | 1.11% | 42,853 | -80 | -0.2% | -$5,694 | 减仓 |
| EOG | EOG Resources Inc. | $320.20万 | 1.17% | 22,145 | 750 | 3.5% | $10.84万 | 加仓 |
| IWP | Ishares Russell Mid-Cap Growth ETF | $340.80万 | 1.25% | 26,603 | 0 | 0.0% | — | 不变 |
| EVRG | Evergy Inc. | $347.80万 | 1.27% | 42,450 | 1,450 | 3.5% | $11.88万 | 加仓 |
| OSK | Oshkosh Corp. | $366.30万 | 1.34% | 24,885 | 24,885 | — | $366.30万 | 新建仓 |
| NWE | Northwestern Energy Group Inc. | $370.90万 | 1.36% | 56,255 | 1,600 | 2.9% | $10.55万 | 加仓 |
| MA | Mastercard Inc. | $379.40万 | 1.39% | 7,594 | 215 | 2.9% | $10.74万 | 加仓 |
| VLO | Valero Energy Corp. | $446.80万 | 1.63% | 18,085 | 490 | 2.8% | $12.11万 | 加仓 |
| AXP | American Express Co. | $462.30万 | 1.69% | 15,285 | 562 | 3.8% | $17.00万 | 加仓 |
| AVGO | Broadcom Inc. | $488.30万 | 1.78% | 15,775 | 255 | 1.6% | $7.89万 | 加仓 |
| MSFT | Microsoft Corp | $507.10万 | 1.85% | 13,699 | 610 | 4.7% | $22.58万 | 加仓 |
| XLK | SPDR Fd Technology | $522.30万 | 1.91% | 39,300 | 0 | 0.0% | — | 不变 |
| WAB | Wabtec | $549.40万 | 2.01% | 21,985 | 450 | 2.1% | $11.25万 | 加仓 |
| MGK | Vanguard Mega Cap Growth ETF | $580.20万 | 2.12% | 15,790 | 0 | 0.0% | — | 不变 |
| DE | Deere & Co | $584.80万 | 2.14% | 10,382 | 225 | 2.2% | $12.67万 | 加仓 |
| JPM | JP Morgan Chase & Co | $658.90万 | 2.41% | 22,401 | 330 | 1.5% | $9.71万 | 加仓 |
| PH | Parker Hannifin Corp. | $680.70万 | 2.49% | 7,603 | 110 | 1.5% | $9.85万 | 加仓 |
| IWF | Ishares Russell 1000 Growth ETF | $682.20万 | 2.49% | 16,000 | 0 | 0.0% | — | 不变 |
| GE | GE Aerospace Trading | $801.80万 | 2.93% | 28,254 | -167 | -0.6% | -$4.74万 | 减仓 |
| AMZN | Amazon Com Inc | $848.80万 | 3.10% | 40,755 | 285 | 0.7% | $5.94万 | 加仓 |
| VTI | Vanguard Total Stock Market ETF | $918.80万 | 3.36% | 28,640 | 0 | 0.0% | — | 不变 |
| VUG | Vanguard Growth ETF | $929.30万 | 3.40% | 21,275 | 0 | 0.0% | — | 不变 |
| CAT | Caterpillar Inc | $946.10万 | 3.46% | 13,354 | -60 | -0.4% | -$4.25万 | 减仓 |
| AAPL | Apple Inc. | $1,055.60万 | 3.86% | 41,592 | 100 | 0.2% | $2.54万 | 加仓 |
| NVDA | Nvidia Corp. | $1,133.00万 | 4.14% | 64,964 | -48 | -0.1% | -$8,371 | 减仓 |
| GOOGL | Alphabet Inc. Class A | $1,232.20万 | 4.50% | 42,849 | -1,705 | -3.8% | -$49.03万 | 减仓 |
| IGM | Ishares North American Tech ETF | $1,460.50万 | 5.34% | 123,235 | -80 | -0.1% | -$9,481 | 减仓 |
| GEV | GE Vernova Inc. | $1,519.50万 | 5.55% | 17,407 | 10 | 0.1% | $8,729 | 加仓 |