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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $185.40万 | 0.68% | 9,266 | 1,730 | 23.0% | $34.62万 | 加仓 |
| CAT | CATERPILLAR INC | $189.35万 | 0.69% | 1,778 | -1,394 | -43.9% | -$148.45万 | 减仓 |
| DGRO | ISHARES TR | $196.41万 | 0.72% | 25,915 | 3,152 | 13.8% | $23.89万 | 加仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $210.47万 | 0.77% | 56,185 | 7,931 | 16.4% | $29.71万 | 加仓 |
| CHE | CHEMED CORP NEW | $220.11万 | 0.81% | 4,726 | 809 | 20.7% | $37.68万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $227.20万 | 0.83% | 13,374 | 1,661 | 14.2% | $28.22万 | 加仓 |
| OSCV | ETF SER SOLUTIONS | $239.37万 | 0.88% | 56,735 | 11,058 | 24.2% | $46.65万 | 加仓 |
| CRAI | CRA INTL INC | $242.54万 | 0.89% | 17,042 | 3,919 | 29.9% | $55.78万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $270.04万 | 0.99% | 8,250 | -231 | -2.7% | -$7.56万 | 减仓 |
| ULS | UL SOLUTIONS INC | $273.31万 | 1.00% | 26,842 | -3,214 | -10.7% | -$32.73万 | 减仓 |
| ABBV | ABBVIE INC | $320.90万 | 1.17% | 12,753 | 1,811 | 16.6% | $45.57万 | 加仓 |
| XONE | BONDBLOXX ETF TRUST | $325.86万 | 1.19% | 66,004 | 26,122 | 65.5% | $128.96万 | 加仓 |
| CARY | ANGEL OAK FUNDS TRUST | $328.54万 | 1.20% | 158,094 | 15,370 | 10.8% | $31.94万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $333.81万 | 1.22% | 46,241 | 5,672 | 14.0% | $40.95万 | 加仓 |
| FMAO | FARMERS & MERCHANTS BANCORP | $354.35万 | 1.30% | 115,877 | -7,201 | -5.9% | -$22.02万 | 减仓 |
| WMT | WALMART INC | $362.66万 | 1.33% | 32,020 | 10,683 | 50.1% | $121.00万 | 加仓 |
| LOW | LOWES COS INC | $367.88万 | 1.35% | 16,685 | -676 | -3.9% | -$14.90万 | 减仓 |
| NOW | SERVICENOW INC | $372.16万 | 1.36% | 37,485 | 13,826 | 58.4% | $137.27万 | 加仓 |
| DMBS | DOUBLELINE ETF TRUST | $383.90万 | 1.41% | 78,202 | 25,968 | 49.7% | $127.48万 | 加仓 |
| DE | DEERE & CO | $390.05万 | 1.43% | 6,149 | -820 | -11.8% | -$52.02万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $398.75万 | 1.46% | 78,972 | 31,808 | 67.4% | $160.61万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $408.06万 | 1.49% | 11,661 | -1,270 | -9.8% | -$44.44万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $412.79万 | 1.51% | 14,690 | -2,193 | -13.0% | -$61.62万 | 减仓 |
| ACIO | ETF SER SOLUTIONS | $427.63万 | 1.57% | 92,681 | 16,537 | 21.7% | $76.30万 | 加仓 |
| AAPL | APPLE INC | $430.36万 | 1.58% | 14,873 | -1,539 | -9.4% | -$44.53万 | 减仓 |
| DRSK | ETF SER SOLUTIONS | $444.58万 | 1.63% | 154,633 | 24,763 | 19.1% | $71.19万 | 加仓 |
| LFUS | LITTELFUSE INC | $450.73万 | 1.65% | 9,901 | -1,467 | -12.9% | -$66.78万 | 减仓 |
| GOOGL | ALPHABET INC | $505.14万 | 1.85% | 14,135 | -3,312 | -19.0% | -$118.36万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $545.61万 | 2.00% | 18,332 | -27,885 | -60.3% | -$829.93万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $547.80万 | 2.01% | 19,482 | -414 | -2.1% | -$11.64万 | 减仓 |
| APH | AMPHENOL CORP | $560.97万 | 2.05% | 31,828 | 8,317 | 35.4% | $146.59万 | 加仓 |
| DHR | DANAHER CORP DEL | $567.26万 | 2.08% | 29,778 | 6,790 | 29.5% | $129.35万 | 加仓 |
| AVGO | BROADCOM INC | $575.84万 | 2.11% | 15,244 | 3,609 | 31.0% | $136.33万 | 加仓 |
| PWR | QUANTA SVCS INC | $577.06万 | 2.11% | 8,015 | 117 | 1.5% | $8.42万 | 加仓 |
| RTX | RTX CORPORATION | $584.94万 | 2.14% | 30,833 | 517 | 1.7% | $9.81万 | 加仓 |
| LIN | LINDE PLC | $635.34万 | 2.33% | 12,245 | 660 | 5.7% | $34.24万 | 加仓 |
| AME | AMETEK INC | $668.55万 | 2.45% | 27,633 | 877 | 3.3% | $21.22万 | 加仓 |
| V | VISA INC | $689.18万 | 2.52% | 20,088 | 1,202 | 6.4% | $41.24万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $730.58万 | 2.67% | 14,571 | 2,423 | 19.9% | $121.49万 | 加仓 |
| GEV | GE VERNOVA INC | $750.61万 | 2.75% | 6,392 | -172 | -2.6% | -$20.20万 | 减仓 |
| GOOG | ALPHABET INC | $792.66万 | 2.90% | 22,435 | -1,746 | -7.2% | -$61.69万 | 减仓 |
| AMZN | AMAZON COM INC | $935.05万 | 3.42% | 39,230 | 386 | 1.0% | $9.20万 | 加仓 |
| MSFT | MICROSOFT CORP | $945.80万 | 3.46% | 25,357 | 3,046 | 13.7% | $113.61万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $1,013.14万 | 3.71% | 29,709 | -2,482 | -7.7% | -$84.64万 | 减仓 |