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 |
|---|---|---|---|---|---|---|---|---|
| PANW | PALO ALTO NETWORKS INC | $1,013.14万 | 3.71% | 29,709 | -2,482 | -7.7% | -$84.64万 | 减仓 |
| MSFT | MICROSOFT CORP | $945.80万 | 3.46% | 25,357 | 3,046 | 13.7% | $113.61万 | 加仓 |
| AMZN | AMAZON COM INC | $935.05万 | 3.42% | 39,230 | 386 | 1.0% | $9.20万 | 加仓 |
| GOOG | ALPHABET INC | $792.66万 | 2.90% | 22,435 | -1,746 | -7.2% | -$61.69万 | 减仓 |
| GEV | GE VERNOVA INC | $750.61万 | 2.75% | 6,392 | -172 | -2.6% | -$20.20万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $730.58万 | 2.67% | 14,571 | 2,423 | 19.9% | $121.49万 | 加仓 |
| V | VISA INC | $689.18万 | 2.52% | 20,088 | 1,202 | 6.4% | $41.24万 | 加仓 |
| AME | AMETEK INC | $668.55万 | 2.45% | 27,633 | 877 | 3.3% | $21.22万 | 加仓 |
| LIN | LINDE PLC | $635.34万 | 2.33% | 12,245 | 660 | 5.7% | $34.24万 | 加仓 |
| RTX | RTX CORPORATION | $584.94万 | 2.14% | 30,833 | 517 | 1.7% | $9.81万 | 加仓 |
| PWR | QUANTA SVCS INC | $577.06万 | 2.11% | 8,015 | 117 | 1.5% | $8.42万 | 加仓 |
| AVGO | BROADCOM INC | $575.84万 | 2.11% | 15,244 | 3,609 | 31.0% | $136.33万 | 加仓 |
| DHR | DANAHER CORP DEL | $567.26万 | 2.08% | 29,778 | 6,790 | 29.5% | $129.35万 | 加仓 |
| APH | AMPHENOL CORP | $560.97万 | 2.05% | 31,828 | 8,317 | 35.4% | $146.59万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $547.80万 | 2.01% | 19,482 | -414 | -2.1% | -$11.64万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $545.61万 | 2.00% | 18,332 | -27,885 | -60.3% | -$829.93万 | 减仓 |
| GOOGL | ALPHABET INC | $505.14万 | 1.85% | 14,135 | -3,312 | -19.0% | -$118.36万 | 减仓 |
| LFUS | LITTELFUSE INC | $450.73万 | 1.65% | 9,901 | -1,467 | -12.9% | -$66.78万 | 减仓 |
| DRSK | ETF SER SOLUTIONS | $444.58万 | 1.63% | 154,633 | 24,763 | 19.1% | $71.19万 | 加仓 |
| AAPL | APPLE INC | $430.36万 | 1.58% | 14,873 | -1,539 | -9.4% | -$44.53万 | 减仓 |
| ACIO | ETF SER SOLUTIONS | $427.63万 | 1.57% | 92,681 | 16,537 | 21.7% | $76.30万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $412.79万 | 1.51% | 14,690 | -2,193 | -13.0% | -$61.62万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $408.06万 | 1.49% | 11,661 | -1,270 | -9.8% | -$44.44万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $398.75万 | 1.46% | 78,972 | 31,808 | 67.4% | $160.61万 | 加仓 |
| DE | DEERE & CO | $390.05万 | 1.43% | 6,149 | -820 | -11.8% | -$52.02万 | 减仓 |
| DMBS | DOUBLELINE ETF TRUST | $383.90万 | 1.41% | 78,202 | 25,968 | 49.7% | $127.48万 | 加仓 |
| NOW | SERVICENOW INC | $372.16万 | 1.36% | 37,485 | 13,826 | 58.4% | $137.27万 | 加仓 |
| LOW | LOWES COS INC | $367.88万 | 1.35% | 16,685 | -676 | -3.9% | -$14.90万 | 减仓 |
| WMT | WALMART INC | $362.66万 | 1.33% | 32,020 | 10,683 | 50.1% | $121.00万 | 加仓 |
| FMAO | FARMERS & MERCHANTS BANCORP | $354.35万 | 1.30% | 115,877 | -7,201 | -5.9% | -$22.02万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $333.81万 | 1.22% | 46,241 | 5,672 | 14.0% | $40.95万 | 加仓 |
| CARY | ANGEL OAK FUNDS TRUST | $328.54万 | 1.20% | 158,094 | 15,370 | 10.8% | $31.94万 | 加仓 |
| XONE | BONDBLOXX ETF TRUST | $325.86万 | 1.19% | 66,004 | 26,122 | 65.5% | $128.96万 | 加仓 |
| ABBV | ABBVIE INC | $320.90万 | 1.17% | 12,753 | 1,811 | 16.6% | $45.57万 | 加仓 |
| ULS | UL SOLUTIONS INC | $273.31万 | 1.00% | 26,842 | -3,214 | -10.7% | -$32.73万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $270.04万 | 0.99% | 8,250 | -231 | -2.7% | -$7.56万 | 减仓 |
| CRAI | CRA INTL INC | $242.54万 | 0.89% | 17,042 | 3,919 | 29.9% | $55.78万 | 加仓 |
| OSCV | ETF SER SOLUTIONS | $239.37万 | 0.88% | 56,735 | 11,058 | 24.2% | $46.65万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $227.20万 | 0.83% | 13,374 | 1,661 | 14.2% | $28.22万 | 加仓 |
| CHE | CHEMED CORP NEW | $220.11万 | 0.81% | 4,726 | 809 | 20.7% | $37.68万 | 加仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $210.47万 | 0.77% | 56,185 | 7,931 | 16.4% | $29.71万 | 加仓 |
| DGRO | ISHARES TR | $196.41万 | 0.72% | 25,915 | 3,152 | 13.8% | $23.89万 | 加仓 |
| CAT | CATERPILLAR INC | $189.35万 | 0.69% | 1,778 | -1,394 | -43.9% | -$148.45万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $185.40万 | 0.68% | 9,266 | 1,730 | 23.0% | $34.62万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $183.57万 | 0.67% | 20,889 | 2,679 | 14.7% | $23.54万 | 加仓 |
| LLY | ELI LILLY & CO | $178.84万 | 0.65% | 1,491 | -121 | -7.5% | -$14.51万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $174.50万 | 0.64% | 16,233 | 1,613 | 11.0% | $17.34万 | 加仓 |
| JPIN | J P MORGAN EXCHANGE TRADED F | $173.23万 | 0.63% | 23,956 | 6,298 | 35.7% | $45.54万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $172.76万 | 0.63% | 9,828 | 2,005 | 25.6% | $35.24万 | 加仓 |
| IQDG | WISDOMTREE TR | $171.27万 | 0.63% | 39,756 | 9,622 | 31.9% | $41.45万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $169.07万 | 0.62% | 2,264 | -580 | -20.4% | -$43.31万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $168.51万 | 0.62% | 13,541 | -1,838 | -12.0% | -$22.87万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $163.55万 | 0.60% | 9,999 | 1,366 | 15.8% | $22.34万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $161.88万 | 0.59% | 1,655 | -135 | -7.5% | -$13.20万 | 减仓 |
| SNPS | SYNOPSYS INC | $158.62万 | 0.58% | 3,556 | -342 | -8.8% | -$15.26万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $155.55万 | 0.57% | 8,662 | -545 | -5.9% | -$9.79万 | 减仓 |
| MOAT | VANECK ETF TRUST | $151.30万 | 0.55% | 14,554 | 1,670 | 13.0% | $17.36万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $148.84万 | 0.54% | 3,581 | -946 | -20.9% | -$39.32万 | 减仓 |
| CVX | CHEVRON CORPORATION | $148.06万 | 0.54% | 8,932 | -1,719 | -16.1% | -$28.49万 | 减仓 |
| MDLN | MEDLINE INC | $145.99万 | 0.53% | 37,015 | 37,015 | — | $145.99万 | 新建仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $138.60万 | 0.51% | 19,176 | 916 | 5.0% | $6.62万 | 加仓 |
| MCD | MCDONALDS CORP | $125.60万 | 0.46% | 4,647 | -69 | -1.5% | -$1.86万 | 减仓 |
| AMGN | AMGEN INC | $120.04万 | 0.44% | 3,315 | -690 | -17.2% | -$24.99万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $118.69万 | 0.43% | 2,311 | 40 | 1.8% | $2.05万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $115.45万 | 0.42% | 2,332 | -300 | -11.4% | -$14.85万 | 减仓 |
| GSEW | GOLDMAN SACHS ETF TR | $114.90万 | 0.42% | 12,169 | 2,810 | 30.0% | $26.53万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $111.55万 | 0.41% | 2,805 | 426 | 17.9% | $16.94万 | 加仓 |
| CSCO | CISCO SYS INC | $106.70万 | 0.39% | 9,084 | -5,078 | -35.9% | -$59.65万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $106.48万 | 0.39% | 3,006 | 67 | 2.3% | $2.37万 | 加仓 |
| MRK | MERCK & CO INC | $103.44万 | 0.38% | 8,050 | -746 | -8.5% | -$9.59万 | 减仓 |
| FRDM | EA SERIES TRUST | $102.92万 | 0.38% | 14,118 | 4,693 | 49.8% | $34.21万 | 加仓 |
| CSV | CARRIAGE SVCS INC | $102.90万 | 0.38% | 26,840 | -540 | -2.0% | -$2.07万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $101.59万 | 0.37% | 1,086 | -110 | -9.2% | -$10.29万 | 减仓 |
| HD | HOME DEPOT INC | $100.97万 | 0.37% | 2,863 | -150 | -5.0% | -$5.29万 | 减仓 |
| PGR | PROGRESSIVE CORP | $100.90万 | 0.37% | 4,619 | 4,619 | — | $100.90万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $98.26万 | 0.36% | 3,869 | -425 | -9.9% | -$10.79万 | 减仓 |
| GH | GUARDANT HEALTH INC | $96.24万 | 0.35% | 6,415 | 3,180 | 98.3% | $47.71万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $92.70万 | 0.34% | 3,190 | -225 | -6.6% | -$6.54万 | 减仓 |
| ETR | ENTERGY CORP NEW | $92.34万 | 0.34% | 8,039 | -1,940 | -19.4% | -$22.28万 | 减仓 |
| SO | SOUTHERN CO | $87.28万 | 0.32% | 9,119 | -655 | -6.7% | -$6.27万 | 减仓 |
| PKG | PACKAGING CORP AMER | $84.66万 | 0.31% | 3,553 | -870 | -19.7% | -$20.73万 | 减仓 |
| PEP | PEPSICO INC | $84.04万 | 0.31% | 6,207 | -4,583 | -42.5% | -$62.05万 | 减仓 |
| CPRT | COPART INC | $78.89万 | 0.29% | 27,984 | 27,984 | — | $78.89万 | 新建仓 |
| GILD | GILEAD SCIENCES INC | $77.38万 | 0.28% | 6,125 | -2,662 | -30.3% | -$33.63万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $76.71万 | 0.28% | 5,607 | -395 | -6.6% | -$5.40万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $75.46万 | 0.28% | 2,790 | -25 | -0.9% | -$6,762 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $73.95万 | 0.27% | 2,240 | -230 | -9.3% | -$7.59万 | 减仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $71.22万 | 0.26% | 1,068 | -165 | -13.4% | -$11.00万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $71.10万 | 0.26% | 2,260 | -80 | -3.4% | -$2.52万 | 减仓 |
| PLD | PROLOGIS INC. | $67.83万 | 0.25% | 5,007 | -200 | -3.8% | -$2.71万 | 减仓 |
| CELH | CELSIUS HLDGS INC | $66.82万 | 0.24% | 22,820 | 11,050 | 93.9% | $32.35万 | 加仓 |
| SYK | STRYKER CORPORATION | $63.69万 | 0.23% | 2,023 | 215 | 11.9% | $6.77万 | 加仓 |
| UNP | UNION PAC CORP | $62.86万 | 0.23% | 2,311 | -320 | -12.2% | -$8.70万 | 减仓 |
| GWW | WW GRAINGER INC | $54.42万 | 0.20% | 400 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $54.15万 | 0.20% | 5,841 | -3,235 | -35.6% | -$29.99万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $53.96万 | 0.20% | 9,040 | 883 | 10.8% | $5.27万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $53.65万 | 0.20% | 6,610 | 450 | 7.3% | $3.65万 | 加仓 |
| WM | WASTE MGMT INC DEL | $53.54万 | 0.20% | 2,402 | -324 | -11.9% | -$7.22万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $48.54万 | 0.18% | 5,530 | 1,455 | 35.7% | $12.77万 | 加仓 |
| JMBS | JANUS DETROIT STR TR | $48.10万 | 0.18% | 10,683 | -7,419 | -41.0% | -$33.40万 | 减仓 |