13F 机构持仓

Mendel Capital Management LLC

LITTLE ROCK AR · SEC CIK 0001911384

2026Q22026Q1 更早 9 个季度 🔒
$2.22亿2026Q2 申报市值
99持仓数
56.2%前十大占比 · 第一大 12.5%
5 / 3新建仓 / 清仓
申报市值走势$2.22亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

XLK 12.5%
IYW 9.6%
SCHD 6.9%
VOO 6.8%
VIG 6.4%
AAPL 3.4%
AKRE 3.1%
WMT 2.7%
DVY 2.6%
TDV 2.2%

2026Q2 买入最多 按季末市值估算

SPGI 新建仓+$69.59万
FDXF 新建仓+$41.09万
CAT 新建仓+$23.59万
INTF 新建仓+$20.80万
COLD 新建仓+$15.82万

2026Q2 卖出最多 按季末市值估算

SPGI 清仓-$72.59万
BRK/A 清仓-$71.81万
XLK 减仓-$52.49万
AKRE 减仓-$41.91万
IYW 减仓-$33.82万

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
SPGI S&P GLOBAL INC $00.00%0 -1,707-100.0% -$72.59万 清仓
BRK/A BERKSHIRE HATHAWAY INC DEL $00.00%0 -1-100.0% -$71.81万 清仓
T AT&T INC $00.00%0 -8,261-100.0% -$23.95万 清仓
USA LIBERTY ALL STAR EQUITY FD $10.31万0.05%17,750 00.0% — 不变
GAB GABELLI EQUITY TR INC $14.51万0.07%25,638 00.0% — 不变
COLD AMERICOLD REALTY TRUST INC $15.82万0.07%10,063 10,063— $15.82万 新建仓
INTF ISHARES TR $20.80万0.09%5,078 5,078— $20.80万 新建仓
RTX RTX CORPORATION $21.18万0.10%1,116 00.0% — 不变
IDV ISHARES TR $21.18万0.10%5,113 200.4% $829 加仓
VCIT VANGUARD SCOTTSDALE FDS $21.62万0.10%2,616 140.5% $1,157 加仓
MCD MCDONALDS CORP $22.28万0.10%824 50.6% $1,352 加仓
CAT CATERPILLAR INC $23.59万0.11%222 222— $23.59万 新建仓
LOW LOWES COS INC $25.22万0.11%1,144 171.5% $3,747 加仓
XEVVX EATON VANCE LIMITED DURATION $25.53万0.11%27,242 00.0% — 不变
XEXGX EATON VANCE TAX-MANAGED GLOB $26.19万0.12%26,700 00.0% — 不变
VO VANGUARD INDEX FDS $26.90万0.12%3,339 30.1% $242 加仓
OZK BANK OZK LITTLE ROCK ARK $27.01万0.12%5,185 20.0% $104 加仓
ETN EATON CORP PLC $27.70万0.12%650 -75-10.3% -$3.20万 减仓
TLT ISHARES TR $29.23万0.13%3,383 110.3% $951 加仓
XETYX EATON VANCE TAX-MANAGED DIVE $29.35万0.13%20,188 00.0% — 不变
CNS COHEN & STEERS INC $29.52万0.13%3,877 -734-15.9% -$5.59万 减仓
KO COCA COLA CO $31.10万0.14%3,827 90.2% $731 加仓
TGRW T ROWE PRICE EXCHANGE-TRADED $31.33万0.14%6,566 00.0% — 不变
SWK STANLEY BLACK & DECKER INC $31.66万0.14%3,364 -374-10.0% -$3.52万 减仓
SPYM SPDR SERIES TRUST $32.96万0.15%3,751 100.3% $879 加仓
SPY STATE STR SPDR S&P 500 ETF T $33.44万0.15%448 10.2% $746 加仓
LUV SOUTHWEST AIRLS CO $34.79万0.16%6,767 00.0% — 不变
CLX CLOROX CO DEL $37.23万0.17%3,901 -777-16.6% -$7.42万 减仓
FDXF FEDEX FGHT HLDG CO INC $41.09万0.18%2,721 2,721— $41.09万 新建仓
CSCO CISCO SYS INC $42.53万0.19%3,621 140.4% $1,644 加仓
HOMB HOME BANCSHARES INC $45.31万0.20%15,872 1240.8% $3,540 加仓
AOM ISHARES TR $46.30万0.21%9,280 00.0% — 不变
AMT AMERICAN TOWER CORP $46.89万0.21%2,867 -85-2.9% -$1.39万 减仓
JPIE J P MORGAN EXCHANGE TRADED F $47.59万0.21%10,334 5505.6% $2.53万 加仓
DGRO ISHARES TR $47.61万0.21%6,282 70.1% $531 加仓
AXP AMERICAN EXPRESS CO $48.34万0.22%1,429 40.3% $1,353 加仓
PG PROCTER & GAMBLE CO $48.37万0.22%3,298 -369-10.1% -$5.41万 减仓
SHE SPDR SERIES TRUST $49.46万0.22%3,203 10.0% $154 加仓
SBUX STARBUCKS CORP $51.22万0.23%5,012 -10-0.2% -$1,022 减仓
— EXXON MOBIL CORP $55.44万0.25%4,055 60.1% $820 加仓
JEPQ J P MORGAN EXCHANGE TRADED F $55.76万0.25%9,073 3554.1% $2.18万 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $56.84万0.26%1,136 -12-1.0% -$6,005 减仓
KKR KKR & CO INC $57.60万0.26%6,276 -35-0.6% -$3,212 减仓
BNDX VANGUARD CHARLOTTE FDS $58.03万0.26%11,983 2692.3% $1.30万 加仓
PGR PROGRESSIVE CORP $60.58万0.27%2,773 120.4% $2,622 加仓
SCHM SCHWAB STRATEGIC TR $62.24万0.28%16,880 -658-3.8% -$2.43万 减仓
UNP UNION PAC CORP $66.87万0.30%2,458 50.2% $1,360 加仓
MRK MERCK & CO INC $67.63万0.30%5,263 290.6% $3,726 加仓
SPGI S&P GLOBAL INC $69.59万0.31%1,709 1,709— $69.59万 新建仓
SHYG ISHARES TR $70.98万0.32%16,738 1160.7% $4,919 加仓
TSN TYSON FOODS INC $87.61万0.39%15,303 240.2% $1,374 加仓
COST COSTCO WHOLESALE CORPORATION $90.80万0.41%971 50.5% $4,676 加仓
BLK BLACKROCK INC $95.68万0.43%995 -2-0.2% -$1,923 减仓
COKE COCA COLA CONS INC $99.28万0.45%5,200 00.0% — 不变
XLY SELECT SECTOR SPDR TR $105.94万0.48%9,033 -103-1.1% -$1.21万 减仓
JEPI J P MORGAN EXCHANGE TRADED F $115.70万0.52%20,484 5662.8% $3.20万 加仓
VZ VERIZON COMMUNICATIONS INC $116.79万0.53%27,583 -50-0.2% -$2,117 减仓
AMZN AMAZON COM INC $120.27万0.54%5,046 -519-9.3% -$12.37万 减仓
CVX CHEVRON CORPORATION $124.78万0.56%7,528 410.5% $6,796 加仓
V VISA INC $126.35万0.57%3,683 -7-0.2% -$2,401 减仓
ESGD ISHARES TR $131.00万0.59%12,742 30.0% $308 加仓
HD HOME DEPOT INC $137.35万0.62%3,895 300.8% $1.06万 加仓
QCOM QUALCOMM INC $139.35万0.63%7,541 40.1% $739 加仓
LMT LOCKHEED MARTIN CORP $140.28万0.63%2,753 30.1% $1,529 加仓
LHX L3HARRIS TECHNOLOGIES INC $143.50万0.65%4,938 00.0% — 不变
TLH ISHARES TR $149.24万0.67%14,871 -95-0.6% -$9,534 减仓
ADP AUTOMATIC DATA PROCESSING IN $151.40万0.68%6,760 480.7% $1.08万 加仓
SYK STRYKER CORPORATION $154.82万0.70%4,917 -9-0.2% -$2,834 减仓
IVV ISHARES TR $157.45万0.71%2,102 20.1% $1,498 加仓
GOOGL ALPHABET INC $164.82万0.74%4,612 320.7% $1.14万 加仓
AFL AFLAC INC $167.85万0.76%14,316 70.0% $821 加仓
SCHZ SCHWAB STRATEGIC TR $172.22万0.78%74,458 -261-0.3% -$6,037 减仓
FDX FEDEX CORP $173.92万0.78%5,554 -2-0.0% -$626 减仓
KR KROGER CO $177.47万0.80%31,959 700.2% $3,887 加仓
SCHR SCHWAB STRATEGIC TR $182.25万0.82%73,905 -496-0.7% -$1.22万 减仓
XLC SELECT SECTOR SPDR TR $186.73万0.84%17,430 -117-0.7% -$1.25万 减仓
GS GOLDMAN SACHS GROUP INC $188.18万0.85%1,861 50.3% $5,056 加仓
AMGN AMGEN INC $189.29万0.85%5,227 70.1% $2,535 加仓
ABBV ABBVIE INC $200.04万0.90%7,949 100.1% $2,516 加仓
GWW WW GRAINGER INC $206.19万0.93%1,516 -7-0.5% -$9,521 减仓
ESGU ISHARES TR $207.07万0.93%12,652 30.0% $491 加仓
JNJ JOHNSON & JOHNSON $211.00万0.95%8,308 -19-0.2% -$4,826 减仓
SCHA SCHWAB STRATEGIC TR $212.66万0.96%58,861 -628-1.1% -$2.27万 减仓
NVDA NVIDIA CORPORATION $231.99万1.04%11,594 2041.8% $4.08万 加仓
PH PARKER-HANNIFIN CORP $244.78万1.10%2,503 -14-0.6% -$1.37万 减仓
IBM INTERNATIONAL BUSINESS MACHS $272.40万1.23%9,687 -55-0.6% -$1.55万 减仓
EFG ISHARES TR $293.86万1.32%23,618 8953.9% $11.14万 加仓
JPM JPMORGAN CHASE & CO $296.71万1.34%9,065 -130-1.4% -$4.26万 减仓
IVOG VANGUARD ADMIRAL FDS INC $330.80万1.49%22,611 2901.3% $4.24万 加仓
VEA VANGUARD TAX-MANAGED FDS $355.28万1.60%49,864 6101.2% $4.35万 加仓
MSFT MICROSOFT CORP $398.92万1.80%10,694 -11-0.1% -$4,103 减仓
FNDF SCHWAB STRATEGIC TR $439.83万1.98%83,364 7991.0% $4.22万 加仓
TDV PROSHARES TR $484.97万2.18%46,649 -777-1.6% -$8.08万 减仓
DVY ISHARES TR $568.71万2.56%36,386 -2-0.0% -$313 减仓
WMT WALMART INC $605.38万2.72%53,450 210.0% $2,378 加仓
AKRE PROFESIONALLY MANAGED PORTFO $685.81万3.09%128,936 -7,880-5.8% -$41.91万 减仓
AAPL APPLE INC $748.30万3.37%25,860 -49-0.2% -$1.42万 减仓
VIG VANGUARD SPECIALIZED FUNDS $1,423.95万6.41%60,179 -521-0.9% -$12.33万 减仓
VOO VANGUARD INDEX FDS $1,518.86万6.84%22,115 -127-0.6% -$8.72万 减仓
SCHD SCHWAB STRATEGIC TR $1,537.03万6.92%484,713 -1,098-0.2% -$3.48万 减仓