Mendel Money Management
NORTHBROOK IL · SEC CIK 0001600585
$2.39亿2026Q1 申报市值
137持仓数
26.4%前十大占比 · 第一大 3.5%
0 / 9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
APH 加仓+$240.86万
CRAI 加仓+$131.58万
DRSK 加仓+$105.29万
PANW 加仓+$91.29万
NOW 加仓+$89.21万
2026Q1 卖出最多 按季末市值估算
GEV 减仓-$97.85万
BAC 减仓-$59.57万
PEP 减仓-$57.29万
ULS 减仓-$57.09万
KEYS 减仓-$53.74万
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 |
|---|---|---|---|---|---|---|---|---|
| FANG | DIAMONDBACK ENERGY INC | $154.73万 | 0.65% | 7,823 | 1,487 | 23.5% | $29.41万 | 加仓 |
| DGRO | ISHARES TR | $159.75万 | 0.67% | 22,763 | -1,121 | -4.7% | -$7.87万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $160.25万 | 0.67% | 1,790 | -64 | -3.5% | -$5.73万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $165.92万 | 0.69% | 9,207 | -2,924 | -24.1% | -$52.69万 | 减仓 |
| PEP | PEPSICO INC | $167.56万 | 0.70% | 10,790 | -3,689 | -25.5% | -$57.29万 | 减仓 |
| OSCV | ETF SER SOLUTIONS | $180.15万 | 0.75% | 45,677 | 10,313 | 29.2% | $40.67万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $184.96万 | 0.77% | 2,844 | -78 | -2.7% | -$5.07万 | 减仓 |
| XONE | BONDBLOXX ETF TRUST | $197.50万 | 0.83% | 39,882 | 7,186 | 22.0% | $35.59万 | 加仓 |
| CRAI | CRA INTL INC | $212.44万 | 0.89% | 13,123 | 8,128 | 162.7% | $131.58万 | 加仓 |
| CVX | CHEVRON CORPORATION | $220.37万 | 0.92% | 10,651 | -958 | -8.3% | -$19.82万 | 减仓 |
| CAT | CATERPILLAR INC | $224.73万 | 0.94% | 3,172 | -72 | -2.2% | -$5.10万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $237.57万 | 0.99% | 47,164 | 809 | 1.7% | $4.07万 | 加仓 |
| ABBV | ABBVIE INC | $237.97万 | 1.00% | 10,942 | -217 | -1.9% | -$4.72万 | 减仓 |
| NOW | SERVICENOW INC | $247.35万 | 1.03% | 23,659 | 8,533 | 56.4% | $89.21万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $249.47万 | 1.04% | 8,481 | 612 | 7.8% | $18.00万 | 加仓 |
| ULS | UL SOLUTIONS INC | $257.61万 | 1.08% | 30,056 | -6,661 | -18.1% | -$57.09万 | 减仓 |
| DMBS | DOUBLELINE ETF TRUST | $257.93万 | 1.08% | 52,234 | 11,577 | 28.5% | $57.17万 | 加仓 |
| WMT | WALMART INC | $265.18万 | 1.11% | 21,337 | 7,120 | 50.1% | $88.49万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $291.81万 | 1.22% | 40,569 | 5,937 | 17.1% | $42.70万 | 加仓 |
| CARY | ANGEL OAK FUNDS TRUST | $296.48万 | 1.24% | 142,724 | 18,946 | 15.3% | $39.36万 | 加仓 |
| APH | AMPHENOL CORP | $297.06万 | 1.24% | 23,511 | 19,063 | 428.6% | $240.86万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $304.95万 | 1.28% | 15,379 | 2,495 | 19.4% | $49.47万 | 加仓 |
| FMAO | FARMERS & MERCHANTS BANCORP | $315.94万 | 1.32% | 123,078 | -4,475 | -3.5% | -$11.49万 | 减仓 |
| ACIO | ETF SER SOLUTIONS | $319.50万 | 1.34% | 76,144 | 16,212 | 27.1% | $68.03万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $332.36万 | 1.39% | 16,883 | -1,680 | -9.1% | -$33.07万 | 减仓 |
| DRSK | ETF SER SOLUTIONS | $354.93万 | 1.49% | 129,870 | 38,526 | 42.2% | $105.29万 | 加仓 |
| AVGO | BROADCOM INC | $360.11万 | 1.51% | 11,635 | -608 | -5.0% | -$18.82万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $365.13万 | 1.53% | 12,931 | -1,903 | -12.8% | -$53.74万 | 减仓 |
| LFUS | LITTELFUSE INC | $385.77万 | 1.61% | 11,368 | -1,158 | -9.2% | -$39.30万 | 减仓 |
| DE | DEERE & CO | $392.56万 | 1.64% | 6,969 | -390 | -5.3% | -$21.97万 | 减仓 |
| LOW | LOWES COS INC | $410.21万 | 1.72% | 17,361 | -1,649 | -8.7% | -$38.96万 | 减仓 |
| AAPL | APPLE INC | $416.52万 | 1.74% | 16,412 | -265 | -1.6% | -$6.73万 | 减仓 |
| PWR | QUANTA SVCS INC | $433.62万 | 1.81% | 7,898 | 77 | 1.0% | $4.23万 | 加仓 |
| DHR | DANAHER CORP DEL | $435.85万 | 1.82% | 22,988 | 644 | 2.9% | $12.21万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $457.78万 | 1.92% | 46,217 | 610 | 1.3% | $6.04万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $482.26万 | 2.02% | 19,896 | -1,221 | -5.8% | -$29.60万 | 减仓 |
| GOOGL | ALPHABET INC | $501.71万 | 2.10% | 17,447 | -430 | -2.4% | -$12.37万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $516.09万 | 2.16% | 32,191 | 5,694 | 21.5% | $91.29万 | 加仓 |
| V | VISA INC | $570.82万 | 2.39% | 18,886 | 515 | 2.8% | $15.57万 | 加仓 |
| GEV | GE VERNOVA INC | $572.97万 | 2.40% | 6,564 | -1,121 | -14.6% | -$97.85万 | 减仓 |
| AME | AMETEK INC | $573.54万 | 2.40% | 26,756 | -512 | -1.9% | -$10.98万 | 减仓 |
| LIN | LINDE PLC | $574.34万 | 2.40% | 11,585 | 166 | 1.5% | $8.23万 | 加仓 |
| RTX | RTX CORPORATION | $584.80万 | 2.45% | 30,316 | -220 | -0.7% | -$4.24万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $597.11万 | 2.50% | 12,148 | 696 | 6.1% | $34.21万 | 加仓 |
| GOOG | ALPHABET INC | $693.66万 | 2.90% | 24,181 | -1,769 | -6.8% | -$50.75万 | 减仓 |
| AMZN | AMAZON COM INC | $809.00万 | 3.38% | 38,844 | 1,269 | 3.4% | $26.43万 | 加仓 |
| MSFT | MICROSOFT CORP | $825.87万 | 3.46% | 22,311 | 1,476 | 7.1% | $54.64万 | 加仓 |