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 |
|---|---|---|---|---|---|---|---|---|
| PEG | PUBLIC SVC ENTERPRISE GROUP | $49.87万 | 0.21% | 6,160 | -100 | -1.6% | -$8,095 | 减仓 |
| — | VANECK ETF TRUST | $44.61万 | 0.19% | 20,841 | 2,201 | 11.8% | $4.71万 | 加仓 |
| GPC | GENUINE PARTS CO | $44.26万 | 0.19% | 4,185 | -145 | -3.3% | -$1.53万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $44.09万 | 0.18% | 8,157 | 3,802 | 87.3% | $20.55万 | 加仓 |
| GWW | WW GRAINGER INC | $43.63万 | 0.18% | 400 | 0 | 0.0% | — | 不变 |
| GNRC | GENERAC HLDGS INC | $43.46万 | 0.18% | 2,225 | -150 | -6.3% | -$2.93万 | 减仓 |
| AON | AON PLC | $42.80万 | 0.18% | 1,326 | 26 | 2.0% | $8,392 | 加仓 |
| CELH | CELSIUS HLDGS INC | $41.76万 | 0.17% | 11,770 | -310 | -2.6% | -$1.10万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $41.07万 | 0.17% | 4,000 | -441 | -9.9% | -$4.53万 | 减仓 |
| PSTL | POSTAL REALTY TRUST INC | $39.01万 | 0.16% | 21,020 | -696 | -3.2% | -$1.29万 | 减仓 |
| DIS | DISNEY WALT CO | $38.61万 | 0.16% | 4,006 | -2,285 | -36.3% | -$22.02万 | 减仓 |
| QQQ | INVESCO QQQ TR | $38.44万 | 0.16% | 666 | 300 | 82.0% | $17.32万 | 加仓 |
| FISV | FISERV INC | $38.33万 | 0.16% | 6,870 | -1,412 | -17.0% | -$7.88万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $37.85万 | 0.16% | 4,075 | 0 | 0.0% | — | 不变 |
| ROP | ROPER TECHNOLOGIES INC | $37.65万 | 0.16% | 1,064 | -61 | -5.4% | -$2.16万 | 减仓 |
| WTRG | ESSENTIAL UTILS INC | $37.61万 | 0.16% | 9,340 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $36.52万 | 0.15% | 762 | -41 | -5.1% | -$1.96万 | 减仓 |
| COHR | COHERENT CORP | $33.83万 | 0.14% | 1,420 | -190 | -11.8% | -$4.53万 | 减仓 |
| ADI | ANALOG DEVICES INC | $33.75万 | 0.14% | 1,061 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $33.71万 | 0.14% | 6,915 | -12,220 | -63.9% | -$59.57万 | 减仓 |
| META | META PLATFORMS INC | $32.38万 | 0.14% | 566 | 30 | 5.6% | $1.72万 | 加仓 |
| NUE | NUCOR CORP | $31.03万 | 0.13% | 1,835 | -20 | -1.1% | -$3,382 | 减仓 |
| CERT | CERTARA INC | $30.12万 | 0.13% | 52,845 | -27,490 | -34.2% | -$15.67万 | 减仓 |
| SBUX | STARBUCKS CORP | $30.11万 | 0.13% | 3,361 | -611 | -15.4% | -$5.47万 | 减仓 |
| GH | GUARDANT HEALTH INC | $29.88万 | 0.13% | 3,235 | -675 | -17.3% | -$6.23万 | 减仓 |
| INGR | INGREDION INC | $29.82万 | 0.12% | 2,647 | -145 | -5.2% | -$1.63万 | 减仓 |
| FDX | FEDEX CORP | $28.89万 | 0.12% | 811 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $27.40万 | 0.11% | 854 | 173 | 25.4% | $5.55万 | 加仓 |
| TGT | TARGET CORP | $26.47万 | 0.11% | 2,184 | -420 | -16.1% | -$5.09万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $26.40万 | 0.11% | 1,679 | -150 | -8.2% | -$2.36万 | 减仓 |
| CB | CHUBB LTD SWITZ | $26.14万 | 0.11% | 802 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $26.10万 | 0.11% | 2,200 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $24.49万 | 0.10% | 2,659 | -140 | -5.0% | -$1.29万 | 减仓 |
| PFE | PFIZER INC | $22.46万 | 0.09% | 8,000 | -3,815 | -32.3% | -$10.71万 | 减仓 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $21.93万 | 0.09% | 8,760 | 300 | 3.5% | $7,511 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $21.63万 | 0.09% | 715 | -16 | -2.2% | -$4,840 | 减仓 |
| SJM | SMUCKER J M CO | $21.02万 | 0.09% | 2,180 | -200 | -8.4% | -$1.93万 | 减仓 |
| FTNT | FORTINET INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| JPST | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -7,084 | -100.0% | -$35.84万 | 清仓 |
| KTB | KONTOOR BRANDS INC | $0 | 0.00% | 0 | -4,599 | -100.0% | -$28.10万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -1,052 | -100.0% | -$27.87万 | 清仓 |
| VFC | V F CORP | $0 | 0.00% | 0 | -14,455 | -100.0% | -$26.13万 | 清仓 |
| NTNX | NUTANIX INC | $0 | 0.00% | 0 | -4,600 | -100.0% | -$23.78万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -1,184 | -100.0% | -$23.08万 | 清仓 |
| VLTO | VERALTO CORP | $0 | 0.00% | 0 | -2,311 | -100.0% | -$23.06万 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -3,650 | -100.0% | -$21.31万 | 清仓 |
| MDY | SPDR S&P MIDCAP 400 ETF TR | $0 | 0.00% | 0 | -353 | -100.0% | -$21.30万 | 清仓 |