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 |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | $825.87万 | 3.46% | 22,311 | 1,476 | 7.1% | $54.64万 | 加仓 |
| AMZN | AMAZON COM INC | $809.00万 | 3.38% | 38,844 | 1,269 | 3.4% | $26.43万 | 加仓 |
| GOOG | ALPHABET INC | $693.66万 | 2.90% | 24,181 | -1,769 | -6.8% | -$50.75万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $597.11万 | 2.50% | 12,148 | 696 | 6.1% | $34.21万 | 加仓 |
| RTX | RTX CORPORATION | $584.80万 | 2.45% | 30,316 | -220 | -0.7% | -$4.24万 | 减仓 |
| LIN | LINDE PLC | $574.34万 | 2.40% | 11,585 | 166 | 1.5% | $8.23万 | 加仓 |
| AME | AMETEK INC | $573.54万 | 2.40% | 26,756 | -512 | -1.9% | -$10.98万 | 减仓 |
| GEV | GE VERNOVA INC | $572.97万 | 2.40% | 6,564 | -1,121 | -14.6% | -$97.85万 | 减仓 |
| V | VISA INC | $570.82万 | 2.39% | 18,886 | 515 | 2.8% | $15.57万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $516.09万 | 2.16% | 32,191 | 5,694 | 21.5% | $91.29万 | 加仓 |
| GOOGL | ALPHABET INC | $501.71万 | 2.10% | 17,447 | -430 | -2.4% | -$12.37万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $482.26万 | 2.02% | 19,896 | -1,221 | -5.8% | -$29.60万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $457.78万 | 1.92% | 46,217 | 610 | 1.3% | $6.04万 | 加仓 |
| DHR | DANAHER CORP DEL | $435.85万 | 1.82% | 22,988 | 644 | 2.9% | $12.21万 | 加仓 |
| PWR | QUANTA SVCS INC | $433.62万 | 1.81% | 7,898 | 77 | 1.0% | $4.23万 | 加仓 |
| AAPL | APPLE INC | $416.52万 | 1.74% | 16,412 | -265 | -1.6% | -$6.73万 | 减仓 |
| LOW | LOWES COS INC | $410.21万 | 1.72% | 17,361 | -1,649 | -8.7% | -$38.96万 | 减仓 |
| DE | DEERE & CO | $392.56万 | 1.64% | 6,969 | -390 | -5.3% | -$21.97万 | 减仓 |
| LFUS | LITTELFUSE INC | $385.77万 | 1.61% | 11,368 | -1,158 | -9.2% | -$39.30万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $365.13万 | 1.53% | 12,931 | -1,903 | -12.8% | -$53.74万 | 减仓 |
| AVGO | BROADCOM INC | $360.11万 | 1.51% | 11,635 | -608 | -5.0% | -$18.82万 | 减仓 |
| DRSK | ETF SER SOLUTIONS | $354.93万 | 1.49% | 129,870 | 38,526 | 42.2% | $105.29万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $332.36万 | 1.39% | 16,883 | -1,680 | -9.1% | -$33.07万 | 减仓 |
| ACIO | ETF SER SOLUTIONS | $319.50万 | 1.34% | 76,144 | 16,212 | 27.1% | $68.03万 | 加仓 |
| FMAO | FARMERS & MERCHANTS BANCORP | $315.94万 | 1.32% | 123,078 | -4,475 | -3.5% | -$11.49万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $304.95万 | 1.28% | 15,379 | 2,495 | 19.4% | $49.47万 | 加仓 |
| APH | AMPHENOL CORP | $297.06万 | 1.24% | 23,511 | 19,063 | 428.6% | $240.86万 | 加仓 |
| CARY | ANGEL OAK FUNDS TRUST | $296.48万 | 1.24% | 142,724 | 18,946 | 15.3% | $39.36万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $291.81万 | 1.22% | 40,569 | 5,937 | 17.1% | $42.70万 | 加仓 |
| WMT | WALMART INC | $265.18万 | 1.11% | 21,337 | 7,120 | 50.1% | $88.49万 | 加仓 |
| DMBS | DOUBLELINE ETF TRUST | $257.93万 | 1.08% | 52,234 | 11,577 | 28.5% | $57.17万 | 加仓 |
| ULS | UL SOLUTIONS INC | $257.61万 | 1.08% | 30,056 | -6,661 | -18.1% | -$57.09万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $249.47万 | 1.04% | 8,481 | 612 | 7.8% | $18.00万 | 加仓 |
| NOW | SERVICENOW INC | $247.35万 | 1.03% | 23,659 | 8,533 | 56.4% | $89.21万 | 加仓 |
| ABBV | ABBVIE INC | $237.97万 | 1.00% | 10,942 | -217 | -1.9% | -$4.72万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $237.57万 | 0.99% | 47,164 | 809 | 1.7% | $4.07万 | 加仓 |
| CAT | CATERPILLAR INC | $224.73万 | 0.94% | 3,172 | -72 | -2.2% | -$5.10万 | 减仓 |
| CVX | CHEVRON CORPORATION | $220.37万 | 0.92% | 10,651 | -958 | -8.3% | -$19.82万 | 减仓 |
| CRAI | CRA INTL INC | $212.44万 | 0.89% | 13,123 | 8,128 | 162.7% | $131.58万 | 加仓 |
| XONE | BONDBLOXX ETF TRUST | $197.50万 | 0.83% | 39,882 | 7,186 | 22.0% | $35.59万 | 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 |
| OSCV | ETF SER SOLUTIONS | $180.15万 | 0.75% | 45,677 | 10,313 | 29.2% | $40.67万 | 加仓 |
| PEP | PEPSICO INC | $167.56万 | 0.70% | 10,790 | -3,689 | -25.5% | -$57.29万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $165.92万 | 0.69% | 9,207 | -2,924 | -24.1% | -$52.69万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $160.25万 | 0.67% | 1,790 | -64 | -3.5% | -$5.73万 | 减仓 |
| DGRO | ISHARES TR | $159.75万 | 0.67% | 22,763 | -1,121 | -4.7% | -$7.87万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $154.73万 | 0.65% | 7,823 | 1,487 | 23.5% | $29.41万 | 加仓 |
| SNPS | SYNOPSYS INC | $154.55万 | 0.65% | 3,898 | 467 | 13.6% | $18.52万 | 加仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $152.34万 | 0.64% | 48,254 | 2,925 | 6.5% | $9.23万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $148.99万 | 0.62% | 8,633 | 2,433 | 39.2% | $41.99万 | 加仓 |
| LLY | ELI LILLY & CO | $148.27万 | 0.62% | 1,612 | -22 | -1.3% | -$2.02万 | 减仓 |
| CHE | CHEMED CORP NEW | $147.96万 | 0.62% | 3,917 | 1,027 | 35.5% | $38.79万 | 加仓 |
| MCD | MCDONALDS CORP | $146.55万 | 0.61% | 4,716 | 187 | 4.1% | $5.81万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $143.83万 | 0.60% | 14,620 | 825 | 6.0% | $8.12万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $143.81万 | 0.60% | 11,713 | 2,487 | 27.0% | $30.54万 | 加仓 |
| AMGN | AMGEN INC | $140.92万 | 0.59% | 4,005 | -125 | -3.0% | -$4.40万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $139.38万 | 0.58% | 18,210 | 6,047 | 49.7% | $46.28万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $131.43万 | 0.55% | 7,536 | 2,275 | 43.2% | $39.68万 | 加仓 |
| JPIN | J P MORGAN EXCHANGE TRADED F | $125.80万 | 0.53% | 17,658 | 5,176 | 41.5% | $36.87万 | 加仓 |
| CSV | CARRIAGE SVCS INC | $125.02万 | 0.52% | 27,380 | -2,115 | -7.2% | -$9.66万 | 减仓 |
| MOAT | VANECK ETF TRUST | $124.59万 | 0.52% | 12,884 | 249 | 2.0% | $2.41万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $122.50万 | 0.51% | 4,527 | -245 | -5.1% | -$6.63万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $122.46万 | 0.51% | 8,787 | -390 | -4.2% | -$5.44万 | 减仓 |
| IQDG | WISDOMTREE TR | $120.96万 | 0.51% | 30,134 | 3,349 | 12.5% | $13.44万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $119.17万 | 0.50% | 1,196 | -13 | -1.1% | -$1.30万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $117.87万 | 0.49% | 3,415 | -15 | -0.4% | -$5,177 | 减仓 |
| MA | MASTERCARD INCORPORATED | $113.47万 | 0.47% | 2,271 | 2 | 0.1% | $999 | 加仓 |
| ETR | ENTERGY CORP NEW | $112.12万 | 0.47% | 9,979 | 460 | 4.8% | $5.17万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $111.97万 | 0.47% | 18,260 | -1,645 | -8.3% | -$10.09万 | 减仓 |
| CSCO | CISCO SYS INC | $109.88万 | 0.46% | 14,162 | -995 | -6.6% | -$7.72万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $109.67万 | 0.46% | 2,379 | 45 | 1.9% | $2.07万 | 加仓 |
| MRK | MERCK & CO INC | $105.81万 | 0.44% | 8,796 | -254 | -2.8% | -$3.06万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $104.96万 | 0.44% | 4,294 | -175 | -3.9% | -$4.28万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $100.87万 | 0.42% | 2,939 | -9 | -0.3% | -$3,089 | 减仓 |
| HD | HOME DEPOT INC | $99.09万 | 0.41% | 3,013 | -100 | -3.2% | -$3.29万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $94.46万 | 0.40% | 2,632 | 5 | 0.2% | $1,794 | 加仓 |
| SO | SOUTHERN CO | $94.34万 | 0.39% | 9,774 | -300 | -3.0% | -$2.90万 | 减仓 |
| PKG | PACKAGING CORP AMER | $93.86万 | 0.39% | 4,423 | -11 | -0.2% | -$2,334 | 减仓 |
| SRE | SEMPRA | $88.19万 | 0.37% | 9,076 | 545 | 6.4% | $5.30万 | 加仓 |
| GXO | GXO LOGISTICS INCORPORATED | $83.04万 | 0.35% | 16,015 | -2,630 | -14.1% | -$13.64万 | 减仓 |
| JMBS | JANUS DETROIT STR TR | $81.78万 | 0.34% | 18,102 | -3,070 | -14.5% | -$13.87万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $79.76万 | 0.33% | 3,833 | -785 | -17.0% | -$16.34万 | 减仓 |
| GSEW | GOLDMAN SACHS ETF TR | $79.23万 | 0.33% | 9,359 | 3,298 | 54.4% | $27.92万 | 加仓 |
| — | HONEYWELL INTL INC | $79.20万 | 0.33% | 3,504 | -500 | -12.5% | -$11.30万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $78.67万 | 0.33% | 6,002 | 204 | 3.5% | $2.67万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $77.24万 | 0.32% | 1,278 | 1 | 0.1% | $604 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $74.60万 | 0.31% | 1,233 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $74.56万 | 0.31% | 10,382 | -785 | -7.0% | -$5.64万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $73.55万 | 0.31% | 1,078 | -164 | -13.2% | -$11.19万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $73.27万 | 0.31% | 2,815 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $72.05万 | 0.30% | 2,470 | -12 | -0.5% | -$3,500 | 减仓 |
| PLD | PROLOGIS INC. | $68.83万 | 0.29% | 5,207 | 293 | 6.0% | $3.87万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $67.16万 | 0.28% | 2,340 | -25 | -1.1% | -$7,175 | 减仓 |
| UNP | UNION PAC CORP | $63.83万 | 0.27% | 2,631 | -455 | -14.7% | -$11.04万 | 减仓 |
| WM | WASTE MGMT INC DEL | $62.64万 | 0.26% | 2,726 | -100 | -3.5% | -$2.30万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $61.90万 | 0.26% | 2,131 | -1,433 | -40.2% | -$41.63万 | 减仓 |
| SYK | STRYKER CORPORATION | $59.41万 | 0.25% | 1,808 | 5 | 0.3% | $1,643 | 加仓 |
| WDAY | WORKDAY INC | $59.23万 | 0.25% | 4,559 | -3,050 | -40.1% | -$39.63万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $52.49万 | 0.22% | 8,655 | -303 | -3.4% | -$1.84万 | 减仓 |
| FRDM | EA SERIES TRUST | $51.51万 | 0.22% | 9,425 | 1,952 | 26.1% | $10.67万 | 加仓 |