Merrithew & Thorsten Inc
SAN DIEGO CA · SEC CIK 0002107460
$1.06亿2026Q1 申报市值
115持仓数
89.1%前十大占比 · 第一大 24.4%
3 / 8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
QQQ 新建仓+$1,624.10万
VIK 新建仓+$2.20万
RTX 新建仓+$1.10万
PLD 加仓+$6,345
QCOM 加仓+$2,961
2026Q1 卖出最多 按季末市值估算
VDC 减仓-$25.76万
VCR 减仓-$13.25万
GOOG 减仓-$8.60万
GOOGL 减仓-$8.57万
PTY 减仓-$5.87万
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 |
|---|---|---|---|---|---|---|---|---|
| SFM | SPROUTS FMRS MKT INC | $31.00万 | 0.29% | 4,020 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $34.10万 | 0.32% | 1,640 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS INC | $34.10万 | 0.32% | 1,740 | 8 | 0.5% | $1,568 | 加仓 |
| PSX | PHILLIPS 66 | $34.10万 | 0.32% | 1,876 | 15 | 0.8% | $2,727 | 加仓 |
| COST | COSTCO WHSL CORP NEW | $39.50万 | 0.37% | 397 | 1 | 0.3% | $995 | 加仓 |
| SPY | SPDR S&P 500 ETF TR | $41.60万 | 0.39% | 640 | 1 | 0.2% | $650 | 加仓 |
| SRE | SEMPRA | $41.90万 | 0.40% | 4,321 | 30 | 0.7% | $2,909 | 加仓 |
| QCOM | QUALCOMM INC | $44.00万 | 0.41% | 3,418 | 23 | 0.7% | $2,961 | 加仓 |
| MSFT | MICROSOFT CORP | $58.70万 | 0.55% | 1,586 | 3 | 0.2% | $1,110 | 加仓 |
| BALL | BALL CORP | $61.20万 | 0.58% | 10,356 | 33 | 0.3% | $1,950 | 加仓 |
| VB | VANGUARD INDEX FDS | $109.80万 | 1.04% | 4,194 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $115.40万 | 1.09% | 1,628 | 3 | 0.2% | $2,127 | 加仓 |
| GOOG | ALPHABET INC | $139.90万 | 1.32% | 4,880 | -300 | -5.8% | -$8.60万 | 减仓 |
| GOOGL | ALPHABET INC | $148.80万 | 1.40% | 5,176 | -298 | -5.4% | -$8.57万 | 减仓 |
| ORCL | ORACLE CORP | $208.10万 | 1.96% | 14,148 | -291 | -2.0% | -$4.28万 | 减仓 |
| O | REALTY INCOME CORP | $238.50万 | 2.25% | 38,992 | -197 | -0.5% | -$1.20万 | 减仓 |
| PLD | PROLOGIS INC. | $584.70万 | 5.51% | 44,236 | 48 | 0.1% | $6,345 | 加仓 |
| VDC | VANGUARD WORLD FD | $591.30万 | 5.58% | 26,329 | -1,147 | -4.2% | -$25.76万 | 减仓 |
| VCR | VANGUARD WORLD FD | $690.90万 | 6.52% | 19,244 | -369 | -1.9% | -$13.25万 | 减仓 |
| AAPL | APPLE INC | $938.50万 | 8.85% | 36,982 | -84 | -0.2% | -$2.13万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,624.10万 | 15.32% | 28,138 | 28,138 | — | $1,624.10万 | 新建仓 |
| PTY | PIMCO CORPORATE & INCOME OPP | $1,836.80万 | 17.32% | 1,523,119 | -4,865 | -0.3% | -$5.87万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $2,587.10万 | 24.40% | 43,295 | -82 | -0.2% | -$4.90万 | 减仓 |