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 |
|---|---|---|---|---|---|---|---|---|
| GNRC | GENERAC HLDGS INC | $47.58万 | 0.17% | 1,625 | -600 | -27.0% | -$17.57万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $46.56万 | 0.17% | 1,891 | -1,942 | -50.7% | -$47.82万 | 减仓 |
| GXO | GXO LOGISTICS INCORPORATED | $44.44万 | 0.16% | 8,765 | -7,250 | -45.3% | -$36.76万 | 减仓 |
| AON | AON PLC | $43.98万 | 0.16% | 1,326 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $35.80万 | 0.13% | 703 | -375 | -34.8% | -$19.10万 | 减仓 |
| META | META PLATFORMS INC | $34.98万 | 0.13% | 621 | 55 | 9.7% | $3.10万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $34.54万 | 0.13% | 678 | -600 | -46.9% | -$30.57万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $34.20万 | 0.13% | 5,935 | -2,720 | -31.4% | -$15.67万 | 减仓 |
| COHR | COHERENT CORP | $33.14万 | 0.12% | 840 | -580 | -40.8% | -$22.88万 | 减仓 |
| — | VANECK ETF TRUST | $32.59万 | 0.12% | 15,239 | -5,602 | -26.9% | -$11.98万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $31.28万 | 0.11% | 3,390 | 3,390 | — | $31.28万 | 新建仓 |
| SBUX | STARBUCKS CORP | $30.26万 | 0.11% | 2,961 | -400 | -11.9% | -$4.09万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $30.07万 | 0.11% | 394 | 394 | — | $30.07万 | 新建仓 |
| WTRG | ESSENTIAL UTILS INC | $29.94万 | 0.11% | 7,815 | -1,525 | -16.3% | -$5.84万 | 减仓 |
| BAC | BANK OF AMER CORP | $29.66万 | 0.11% | 5,205 | -1,710 | -24.7% | -$9.74万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $29.27万 | 0.11% | 791 | -63 | -7.4% | -$2.33万 | 减仓 |
| HON | HONEYWELL INTL INC | $28.70万 | 0.11% | 1,282 | -2,222 | -63.4% | -$49.75万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $28.34万 | 0.10% | 1,282 | 1,282 | — | $28.34万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $27.37万 | 0.10% | 547 | -215 | -28.2% | -$10.76万 | 减仓 |
| CB | CHUBB LIMITED | $25.62万 | 0.09% | 752 | -50 | -6.2% | -$1.70万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $25.39万 | 0.09% | 866 | -1,265 | -59.4% | -$37.09万 | 减仓 |
| PAYX | PAYCHEX INC | $25.12万 | 0.09% | 2,555 | -104 | -3.9% | -$1.02万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $24.47万 | 0.09% | 723 | -341 | -32.0% | -$11.54万 | 减仓 |
| CVS | CVS HEALTH CORP | $24.38万 | 0.09% | 2,357 | -8,025 | -77.3% | -$83.02万 | 减仓 |
| FTNT | FORTINET INC | $24.27万 | 0.09% | 1,580 | -2,950 | -65.1% | -$45.32万 | 重新持有 |
| NUE | NUCOR CORP | $24.17万 | 0.09% | 1,085 | -750 | -40.9% | -$16.71万 | 减仓 |
| CERT | CERTARA INC | $9.33万 | 0.03% | 14,250 | -38,595 | -73.0% | -$25.28万 | 减仓 |
| 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 |