Meadowbrook Wealth Management, LLC
GARDEN CITY NY · SEC CIK 0002090468
$9,285.88万2026Q2 申报市值
81持仓数
48.2%前十大占比 · 第一大 9.6%
17 / 7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
AAPL 加仓+$257.24万
LLY 加仓+$206.06万
PLTR 新建仓+$126.97万
PDI 重新持有+$119.74万
COF 新建仓+$84.12万
2026Q2 卖出最多 按季末市值估算
ABBV 减仓-$195.02万
NVDA 减仓-$152.63万
GEV 清仓-$139.93万
GLW 清仓-$127.13万
COST 减仓-$120.67万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| GEV | GE VERNOVA LLC | $0 | 0.00% | 0 | -1,603 | -100.0% | -$139.93万 | 清仓 |
| GLW | CORNING INC | $0 | 0.00% | 0 | -9,350 | -100.0% | -$127.13万 | 清仓 |
| FIVE | FIVE BELOW INC | $0 | 0.00% | 0 | -4,067 | -100.0% | -$92.92万 | 清仓 |
| NFLX | NETFLIX INC | $0 | 0.00% | 0 | -7,547 | -100.0% | -$72.56万 | 清仓 |
| TMUS | T-MOBILE US INC | $0 | 0.00% | 0 | -2,532 | -100.0% | -$53.18万 | 清仓 |
| ARM | ARM HOLDINGS PLC SPON ADR | $0 | 0.00% | 0 | -2,815 | -100.0% | -$42.59万 | 清仓 |
| VBIL | VANGUARD 0-3 MONTH TREASURY BILL ETF | $0 | 0.00% | 0 | -5,300 | -100.0% | -$40.09万 | 清仓 |
| IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | $20.00万 | 0.22% | 2,125 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $20.43万 | 0.22% | 2,365 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $20.63万 | 0.22% | 485 | -75 | -13.4% | -$3.19万 | 减仓 |
| AMKR | AMKOR TECHNOLOGY INC | $21.56万 | 0.23% | 2,695 | 2,695 | — | $21.56万 | 新建仓 |
| — | FT VEST INTERNATIONAL EQUITY MODERATE BUFFER ETF JUNE | $21.57万 | 0.23% | 8,010 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $21.88万 | 0.24% | 900 | 900 | — | $21.88万 | 新建仓 |
| — | YIELDMAX NVDA OPTION INCOME STRATEGY ETF | $22.64万 | 0.24% | 18,285 | 0 | 0.0% | — | 不变 |
| — | STRATEGY NASDAQ 7 HANDL INDEX ETF | $22.97万 | 0.25% | 10,100 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC | $23.01万 | 0.25% | 207 | 207 | — | $23.01万 | 新建仓 |
| ARKK | ARK INNOVATION ETF | $23.45万 | 0.25% | 2,865 | 2,865 | — | $23.45万 | 新建仓 |
| D | DOMINION ENERGY INC | $24.40万 | 0.26% | 3,600 | -1,050 | -22.6% | -$7.12万 | 减仓 |
| PDX | PIMCO DYNAMIC INCOME STRATEGY | $24.52万 | 0.26% | 11,700 | 11,700 | — | $24.52万 | 新建仓 |
| — | EXXON MOBIL CORP | $24.60万 | 0.26% | 1,805 | 0 | 0.0% | — | 不变 |
| BA | BOEING COMPANY | $25.57万 | 0.28% | 1,170 | -2,225 | -65.5% | -$48.63万 | 减仓 |
| COST | COSTCO WHOLESALE CORP | $26.35万 | 0.28% | 285 | -1,305 | -82.1% | -$120.67万 | 减仓 |
| MCD | MCDONALDS CORP | $26.43万 | 0.28% | 981 | 0 | 0.0% | — | 不变 |
| — | NAVITAS SEMICONDUCTOR CORP | $27.52万 | 0.30% | 16,650 | 16,650 | — | $27.52万 | 新建仓 |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | $27.95万 | 0.30% | 2,387 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $29.08万 | 0.31% | 2,775 | -1,600 | -36.6% | -$16.77万 | 减仓 |
| SMH | VANECK SEMICONDUCTOR ETF | $29.35万 | 0.32% | 473 | 473 | — | $29.35万 | 新建仓 |
| WMT | WALMART INC | $29.42万 | 0.32% | 2,704 | -720 | -21.0% | -$7.84万 | 减仓 |
| KMB | KIMBERLY CLARK CORP | $31.20万 | 0.34% | 2,800 | 2,800 | — | $31.20万 | 新建仓 |
| QSR | RESTAURANT BRANDS INTL INC | $33.16万 | 0.36% | 4,640 | 0 | 0.0% | — | 不变 |
| SCHO | SCHWAB SHORT-TERM U.S. TREASURY ETF | $33.50万 | 0.36% | 13,908 | -1,105 | -7.4% | -$2.66万 | 减仓 |
| — | DIREXION DAILY NYSE FANG BULL 2X ETF | $33.99万 | 0.37% | 1,500 | 0 | 0.0% | — | 重新持有 |
| JEPQ | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | $35.00万 | 0.38% | 5,814 | -300 | -4.9% | -$1.81万 | 减仓 |
| NOW | SERVICENOW INC | $35.02万 | 0.38% | 3,310 | -175 | -5.0% | -$1.85万 | 减仓 |
| APLD | APPLIED DIGITAL CORP | $35.23万 | 0.38% | 9,918 | -2,615 | -20.9% | -$9.29万 | 减仓 |
| CGMS | CAPITAL GROUP FIXED INCOME U S MULTI SECTOR INCOME ETF | $35.24万 | 0.38% | 12,900 | 12,900 | — | $35.24万 | 新建仓 |
| ED | CONSOLIDATED EDISON INC | $37.58万 | 0.40% | 3,387 | -1,500 | -30.7% | -$16.64万 | 减仓 |
| IGV | ISHARES EXPANDED TECH SOFTWARE SECTOR ETF | $38.32万 | 0.41% | 4,105 | 4,105 | — | $38.32万 | 新建仓 |
| QYLD | GLOBAL X NASDAQ 100 COVERED CALL ETF | $40.45万 | 0.44% | 22,100 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $40.82万 | 0.44% | 6,603 | -80 | -1.2% | -$4,946 | 减仓 |
| ET | ENERGY TRANSFER LTD PARTNERSHIP | $44.77万 | 0.48% | 23,500 | -500 | -2.1% | -$9,525 | 重新持有 |
| SPMO | INVESCO S&P 500 MOMENTUM ETF | $44.84万 | 0.48% | 2,887 | -52 | -1.8% | -$8,077 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $47.69万 | 0.51% | 462 | -1,015 | -68.7% | -$104.78万 | 减仓 |
| GFS | GLOBALFOUNDRIES INC | $48.81万 | 0.53% | 6,320 | 6,320 | — | $48.81万 | 新建仓 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $49.56万 | 0.53% | 9,385 | -3,056 | -24.6% | -$16.14万 | 减仓 |
| — | EATON VANCE MUNICIPAL INCOME TRUST | $50.23万 | 0.54% | 44,806 | 16,520 | 58.4% | $18.52万 | 重新持有 |
| CMI | CUMMINS INC | $52.20万 | 0.56% | 765 | 0 | 0.0% | — | 不变 |
| CBRL | CRACKER BARREL OLD COUNTRY STORE INC | $53.01万 | 0.57% | 9,621 | 9,621 | — | $53.01万 | 新建仓 |
| BKNG | BOOKING HOLDINGS INC | $54.79万 | 0.59% | 3,000 | -500 | -14.3% | -$9.13万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $54.82万 | 0.59% | 2,015 | 2,015 | — | $54.82万 | 新建仓 |
| DUK | DUKE ENERGY CORP | $55.79万 | 0.60% | 4,436 | 990 | 28.7% | $12.45万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $56.20万 | 0.61% | 7,734 | -1,270 | -14.1% | -$9.23万 | 减仓 |
| PDO | PIMCO DYNAMIC INCOME OPPORTUNITIES FUND | $57.38万 | 0.62% | 43,270 | 10,300 | 31.2% | $13.66万 | 重新持有 |
| — | RLJ LODGING TR CUML CONV PFD SER A | $57.79万 | 0.62% | 23,360 | 700 | 3.1% | $1.73万 | 重新持有 |
| SBUX | STARBUCKS CORP | $58.67万 | 0.63% | 5,675 | 5,675 | — | $58.67万 | 新建仓 |
| MA | MASTERCARD INC CL A | $64.26万 | 0.69% | 1,230 | 70 | 6.0% | $3.66万 | 加仓 |
| AMLP | ALERIAN MLP ETF | $66.50万 | 0.72% | 12,883 | 1,250 | 10.7% | $6.45万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $69.88万 | 0.75% | 937 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $75.25万 | 0.81% | 1,825 | 1,825 | — | $75.25万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $82.04万 | 0.88% | 8,900 | -170 | -1.9% | -$1.57万 | 减仓 |
| CAT | CATERPILLAR INC | $82.78万 | 0.89% | 835 | -475 | -36.3% | -$47.09万 | 减仓 |
| COF | CAPITAL ONE FINANCIAL CORP | $84.12万 | 0.91% | 4,107 | 4,107 | — | $84.12万 | 新建仓 |
| TJX | TJX COS INC | $91.23万 | 0.98% | 6,028 | -100 | -1.6% | -$1.51万 | 减仓 |
| META | META PLATFORMS INC CL A | $96.23万 | 1.04% | 1,570 | -391 | -19.9% | -$23.96万 | 减仓 |
| CRWV | COREWEAVE INC CL A | $113.81万 | 1.23% | 13,282 | -193 | -1.4% | -$1.65万 | 减仓 |
| RDDT | REDDIT INC CL A | $120.85万 | 1.30% | 6,111 | -765 | -11.1% | -$15.13万 | 减仓 |
| GPIQ | GOLDMAN SACHS NASDAQ 100 PREMIUM INCOME ETF | $124.31万 | 1.34% | 21,414 | 61 | 0.3% | $3,541 | 加仓 |
| GPIX | GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF | $125.86万 | 1.36% | 22,838 | -936 | -3.9% | -$5.16万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $126.97万 | 1.37% | 10,099 | 10,099 | — | $126.97万 | 新建仓 |
| SPG | SIMON PROPERTY GROUP INC | $158.44万 | 1.71% | 7,105 | 1,755 | 32.8% | $39.14万 | 加仓 |
| AVGO | BROADCOM INC | $182.45万 | 1.96% | 4,940 | -125 | -2.5% | -$4.62万 | 减仓 |
| HOOD | ROBINHOOD MARKETS INC CL A | $183.42万 | 1.98% | 16,882 | 1,692 | 11.1% | $18.38万 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FUND | $184.87万 | 1.99% | 110,570 | 71,615 | 183.8% | $119.74万 | 重新持有 |
| NVDA | NVIDIA CORP | $188.47万 | 2.03% | 9,539 | -7,725 | -44.7% | -$152.63万 | 减仓 |
| CRWD | CROWDSTRIKE HOLDINGS INC CL A | $194.53万 | 2.09% | 2,549 | 25 | 1.0% | $1.91万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $210.24万 | 2.26% | 6,423 | -60 | -0.9% | -$1.96万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $225.74万 | 2.43% | 2,232 | 640 | 40.2% | $64.73万 | 加仓 |
| MSFT | MICROSOFT CORP | $227.21万 | 2.45% | 6,091 | -931 | -13.3% | -$34.73万 | 减仓 |
| V | VISA INC CL A | $228.40万 | 2.46% | 6,657 | -81 | -1.2% | -$2.78万 | 减仓 |
| GE | GE AEROSPACE | $233.58万 | 2.52% | 6,250 | -2,635 | -29.7% | -$98.48万 | 减仓 |
| GOOGL | ALPHABET INC CL A | $246.76万 | 2.66% | 6,905 | 290 | 4.4% | $10.36万 | 加仓 |
| ABBV | ABBVIE INC | $328.49万 | 3.54% | 13,054 | -7,750 | -37.3% | -$195.02万 | 减仓 |
| LLY | ELI LILLY & CO | $391.97万 | 4.22% | 3,268 | 1,718 | 110.8% | $206.06万 | 加仓 |
| APP | APPLOVIN CORP CL A | $412.03万 | 4.44% | 7,997 | -3 | -0.0% | -$1,546 | 减仓 |
| AAPL | APPLE INC | $529.21万 | 5.70% | 18,289 | 8,890 | 94.6% | $257.24万 | 加仓 |
| NBIS | NEBIUS GROUP N V CL A | $590.73万 | 6.36% | 21,390 | 2,883 | 15.6% | $79.62万 | 加仓 |
| SHOP | SHOPIFY INC CL A | $623.58万 | 6.72% | 54,614 | -429 | -0.8% | -$4.90万 | 减仓 |
| AMZN | AMAZON.COM INC | $892.23万 | 9.61% | 37,435 | 475 | 1.3% | $11.32万 | 加仓 |