Mendel Money Management
NORTHBROOK IL · SEC CIK 0001600585
$2.73亿2026Q2 申报市值
127持仓数
28.4%前十大占比 · 第一大 3.7%
6 / 17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
JAAA 加仓+$160.61万
APH 加仓+$146.59万
MDLN 新建仓+$145.99万
NOW 加仓+$137.27万
AVGO 加仓+$136.33万
2026Q2 卖出最多 按季末市值估算
MRVL 减仓-$829.93万
CAT 减仓-$148.45万
GOOGL 减仓-$118.36万
PANW 减仓-$84.64万
CVS 减仓-$83.02万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| WDAY | WORKDAY INC | $0 | 0.00% | 0 | -4,559 | -100.0% | -$59.23万 | 清仓 |
| GPC | GENUINE PARTS CO | $0 | 0.00% | 0 | -4,185 | -100.0% | -$44.26万 | 清仓 |
| ABT | ABBOTT LABORATORIES | $0 | 0.00% | 0 | -4,000 | -100.0% | -$41.07万 | 清仓 |
| PSTL | POSTAL REALTY TRUST INC | $0 | 0.00% | 0 | -21,020 | -100.0% | -$39.01万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -4,006 | -100.0% | -$38.61万 | 清仓 |
| QQQ | INVESCO QQQ TR | $0 | 0.00% | 0 | -666 | -100.0% | -$38.44万 | 清仓 |
| FISV | FISERV INC | $0 | 0.00% | 0 | -6,870 | -100.0% | -$38.33万 | 清仓 |
| ADI | ANALOG DEVICES INC | $0 | 0.00% | 0 | -1,061 | -100.0% | -$33.75万 | 清仓 |
| INGR | INGREDION INC | $0 | 0.00% | 0 | -2,647 | -100.0% | -$29.82万 | 清仓 |
| FDX | FEDEX CORP | $0 | 0.00% | 0 | -811 | -100.0% | -$28.89万 | 清仓 |
| TGT | TARGET CORP | $0 | 0.00% | 0 | -2,184 | -100.0% | -$26.47万 | 清仓 |
| BDX | BECTON DICKINSON & CO | $0 | 0.00% | 0 | -1,679 | -100.0% | -$26.40万 | 清仓 |
| SHOP | SHOPIFY INC | $0 | 0.00% | 0 | -2,200 | -100.0% | -$26.10万 | 清仓 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | -8,000 | -100.0% | -$22.46万 | 清仓 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $0 | 0.00% | 0 | -8,760 | -100.0% | -$21.93万 | 清仓 |
| AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | -715 | -100.0% | -$21.63万 | 清仓 |
| SJM | SMUCKER J M CO | $0 | 0.00% | 0 | -2,180 | -100.0% | -$21.02万 | 清仓 |
| CERT | CERTARA INC | $9.33万 | 0.03% | 14,250 | -38,595 | -73.0% | -$25.28万 | 减仓 |
| NUE | NUCOR CORP | $24.17万 | 0.09% | 1,085 | -750 | -40.9% | -$16.71万 | 减仓 |
| FTNT | FORTINET INC | $24.27万 | 0.09% | 1,580 | -2,950 | -65.1% | -$45.32万 | 重新持有 |
| CVS | CVS HEALTH CORP | $24.38万 | 0.09% | 2,357 | -8,025 | -77.3% | -$83.02万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $24.47万 | 0.09% | 723 | -341 | -32.0% | -$11.54万 | 减仓 |
| PAYX | PAYCHEX INC | $25.12万 | 0.09% | 2,555 | -104 | -3.9% | -$1.02万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $25.39万 | 0.09% | 866 | -1,265 | -59.4% | -$37.09万 | 减仓 |
| CB | CHUBB LIMITED | $25.62万 | 0.09% | 752 | -50 | -6.2% | -$1.70万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $27.37万 | 0.10% | 547 | -215 | -28.2% | -$10.76万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $28.34万 | 0.10% | 1,282 | 1,282 | — | $28.34万 | 新建仓 |
| HON | HONEYWELL INTL INC | $28.70万 | 0.11% | 1,282 | -2,222 | -63.4% | -$49.75万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $29.27万 | 0.11% | 791 | -63 | -7.4% | -$2.33万 | 减仓 |
| BAC | BANK OF AMER CORP | $29.66万 | 0.11% | 5,205 | -1,710 | -24.7% | -$9.74万 | 减仓 |
| WTRG | ESSENTIAL UTILS INC | $29.94万 | 0.11% | 7,815 | -1,525 | -16.3% | -$5.84万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $30.07万 | 0.11% | 394 | 394 | — | $30.07万 | 新建仓 |
| SBUX | STARBUCKS CORP | $30.26万 | 0.11% | 2,961 | -400 | -11.9% | -$4.09万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $31.28万 | 0.11% | 3,390 | 3,390 | — | $31.28万 | 新建仓 |
| — | VANECK ETF TRUST | $32.59万 | 0.12% | 15,239 | -5,602 | -26.9% | -$11.98万 | 减仓 |
| COHR | COHERENT CORP | $33.14万 | 0.12% | 840 | -580 | -40.8% | -$22.88万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $34.20万 | 0.13% | 5,935 | -2,720 | -31.4% | -$15.67万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $34.54万 | 0.13% | 678 | -600 | -46.9% | -$30.57万 | 减仓 |
| META | META PLATFORMS INC | $34.98万 | 0.13% | 621 | 55 | 9.7% | $3.10万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $35.80万 | 0.13% | 703 | -375 | -34.8% | -$19.10万 | 减仓 |
| AON | AON PLC | $43.98万 | 0.16% | 1,326 | 0 | 0.0% | — | 不变 |
| GXO | GXO LOGISTICS INCORPORATED | $44.44万 | 0.16% | 8,765 | -7,250 | -45.3% | -$36.76万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $46.56万 | 0.17% | 1,891 | -1,942 | -50.7% | -$47.82万 | 减仓 |
| GNRC | GENERAC HLDGS INC | $47.58万 | 0.17% | 1,625 | -600 | -27.0% | -$17.57万 | 减仓 |
| JMBS | JANUS DETROIT STR TR | $48.10万 | 0.18% | 10,683 | -7,419 | -41.0% | -$33.40万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $48.54万 | 0.18% | 5,530 | 1,455 | 35.7% | $12.77万 | 加仓 |
| WM | WASTE MGMT INC DEL | $53.54万 | 0.20% | 2,402 | -324 | -11.9% | -$7.22万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $53.65万 | 0.20% | 6,610 | 450 | 7.3% | $3.65万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $53.96万 | 0.20% | 9,040 | 883 | 10.8% | $5.27万 | 加仓 |
| SRE | SEMPRA | $54.15万 | 0.20% | 5,841 | -3,235 | -35.6% | -$29.99万 | 减仓 |
| GWW | WW GRAINGER INC | $54.42万 | 0.20% | 400 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $62.86万 | 0.23% | 2,311 | -320 | -12.2% | -$8.70万 | 减仓 |
| SYK | STRYKER CORPORATION | $63.69万 | 0.23% | 2,023 | 215 | 11.9% | $6.77万 | 加仓 |
| CELH | CELSIUS HLDGS INC | $66.82万 | 0.24% | 22,820 | 11,050 | 93.9% | $32.35万 | 加仓 |
| PLD | PROLOGIS INC. | $67.83万 | 0.25% | 5,007 | -200 | -3.8% | -$2.71万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $71.10万 | 0.26% | 2,260 | -80 | -3.4% | -$2.52万 | 减仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $71.22万 | 0.26% | 1,068 | -165 | -13.4% | -$11.00万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $73.95万 | 0.27% | 2,240 | -230 | -9.3% | -$7.59万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $75.46万 | 0.28% | 2,790 | -25 | -0.9% | -$6,762 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $76.71万 | 0.28% | 5,607 | -395 | -6.6% | -$5.40万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $77.38万 | 0.28% | 6,125 | -2,662 | -30.3% | -$33.63万 | 减仓 |
| CPRT | COPART INC | $78.89万 | 0.29% | 27,984 | 27,984 | — | $78.89万 | 新建仓 |
| PEP | PEPSICO INC | $84.04万 | 0.31% | 6,207 | -4,583 | -42.5% | -$62.05万 | 减仓 |
| PKG | PACKAGING CORP AMER | $84.66万 | 0.31% | 3,553 | -870 | -19.7% | -$20.73万 | 减仓 |
| SO | SOUTHERN CO | $87.28万 | 0.32% | 9,119 | -655 | -6.7% | -$6.27万 | 减仓 |
| ETR | ENTERGY CORP NEW | $92.34万 | 0.34% | 8,039 | -1,940 | -19.4% | -$22.28万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $92.70万 | 0.34% | 3,190 | -225 | -6.6% | -$6.54万 | 减仓 |
| GH | GUARDANT HEALTH INC | $96.24万 | 0.35% | 6,415 | 3,180 | 98.3% | $47.71万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $98.26万 | 0.36% | 3,869 | -425 | -9.9% | -$10.79万 | 减仓 |
| PGR | PROGRESSIVE CORP | $100.90万 | 0.37% | 4,619 | 4,619 | — | $100.90万 | 新建仓 |
| HD | HOME DEPOT INC | $100.97万 | 0.37% | 2,863 | -150 | -5.0% | -$5.29万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $101.59万 | 0.37% | 1,086 | -110 | -9.2% | -$10.29万 | 减仓 |
| CSV | CARRIAGE SVCS INC | $102.90万 | 0.38% | 26,840 | -540 | -2.0% | -$2.07万 | 减仓 |
| FRDM | EA SERIES TRUST | $102.92万 | 0.38% | 14,118 | 4,693 | 49.8% | $34.21万 | 加仓 |
| MRK | MERCK & CO INC | $103.44万 | 0.38% | 8,050 | -746 | -8.5% | -$9.59万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $106.48万 | 0.39% | 3,006 | 67 | 2.3% | $2.37万 | 加仓 |
| CSCO | CISCO SYS INC | $106.70万 | 0.39% | 9,084 | -5,078 | -35.9% | -$59.65万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $111.55万 | 0.41% | 2,805 | 426 | 17.9% | $16.94万 | 加仓 |
| GSEW | GOLDMAN SACHS ETF TR | $114.90万 | 0.42% | 12,169 | 2,810 | 30.0% | $26.53万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $115.45万 | 0.42% | 2,332 | -300 | -11.4% | -$14.85万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $118.69万 | 0.43% | 2,311 | 40 | 1.8% | $2.05万 | 加仓 |
| AMGN | AMGEN INC | $120.04万 | 0.44% | 3,315 | -690 | -17.2% | -$24.99万 | 减仓 |
| MCD | MCDONALDS CORP | $125.60万 | 0.46% | 4,647 | -69 | -1.5% | -$1.86万 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $138.60万 | 0.51% | 19,176 | 916 | 5.0% | $6.62万 | 加仓 |
| MDLN | MEDLINE INC | $145.99万 | 0.53% | 37,015 | 37,015 | — | $145.99万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $148.06万 | 0.54% | 8,932 | -1,719 | -16.1% | -$28.49万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $148.84万 | 0.54% | 3,581 | -946 | -20.9% | -$39.32万 | 减仓 |
| MOAT | VANECK ETF TRUST | $151.30万 | 0.55% | 14,554 | 1,670 | 13.0% | $17.36万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $155.55万 | 0.57% | 8,662 | -545 | -5.9% | -$9.79万 | 减仓 |
| SNPS | SYNOPSYS INC | $158.62万 | 0.58% | 3,556 | -342 | -8.8% | -$15.26万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $161.88万 | 0.59% | 1,655 | -135 | -7.5% | -$13.20万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $163.55万 | 0.60% | 9,999 | 1,366 | 15.8% | $22.34万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $168.51万 | 0.62% | 13,541 | -1,838 | -12.0% | -$22.87万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $169.07万 | 0.62% | 2,264 | -580 | -20.4% | -$43.31万 | 减仓 |
| IQDG | WISDOMTREE TR | $171.27万 | 0.63% | 39,756 | 9,622 | 31.9% | $41.45万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $172.76万 | 0.63% | 9,828 | 2,005 | 25.6% | $35.24万 | 加仓 |
| JPIN | J P MORGAN EXCHANGE TRADED F | $173.23万 | 0.63% | 23,956 | 6,298 | 35.7% | $45.54万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $174.50万 | 0.64% | 16,233 | 1,613 | 11.0% | $17.34万 | 加仓 |
| LLY | ELI LILLY & CO | $178.84万 | 0.65% | 1,491 | -121 | -7.5% | -$14.51万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $183.57万 | 0.67% | 20,889 | 2,679 | 14.7% | $23.54万 | 加仓 |