Merrithew & Thorsten Inc
SAN DIEGO CA · SEC CIK 0002107460
$1.17亿2026Q2 申报市值
108持仓数
88.5%前十大占比 · 第一大 25.0%
0 / 14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
CAT 加仓+$3,195
QCOM 加仓+$2,954
QQQ 加仓+$2,945
SRE 加仓+$2,687
BALL 加仓+$2,307
2026Q2 卖出最多 按季末市值估算
VOO 减仓-$38.94万
PTY 减仓-$36.41万
VCR 减仓-$27.44万
AAPL 减仓-$18.84万
PLD 减仓-$14.60万
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 |
|---|---|---|---|---|---|---|---|---|
| SFM | SPROUTS FMRS MKT INC | $34.00万 | 0.29% | 4,020 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS INC | $37.00万 | 0.32% | 1,748 | 8 | 0.5% | $1,693 | 加仓 |
| COST | COSTCO WHSL CORP NEW | $37.20万 | 0.32% | 397 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $39.00万 | 0.33% | 1,640 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $40.30万 | 0.34% | 4,350 | 29 | 0.7% | $2,687 | 加仓 |
| SPY | SPDR S&P 500 ETF TR | $47.90万 | 0.41% | 642 | 2 | 0.3% | $1,492 | 加仓 |
| MSFT | MICROSOFT CORP | $59.30万 | 0.51% | 1,590 | 4 | 0.3% | $1,492 | 加仓 |
| QCOM | QUALCOMM INC | $63.40万 | 0.54% | 3,434 | 16 | 0.5% | $2,954 | 加仓 |
| BALL | BALL CORP | $64.80万 | 0.55% | 10,393 | 37 | 0.4% | $2,307 | 加仓 |
| VB | VANGUARD INDEX FDS | $127.10万 | 1.08% | 4,194 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $172.50万 | 1.47% | 4,883 | 3 | 0.1% | $1,060 | 加仓 |
| CAT | CATERPILLAR INC | $173.70万 | 1.48% | 1,631 | 3 | 0.2% | $3,195 | 加仓 |
| GOOGL | ALPHABET INC | $185.00万 | 1.58% | 5,179 | 3 | 0.1% | $1,072 | 加仓 |
| ORCL | ORACLE CORP | $200.30万 | 1.71% | 13,673 | -475 | -3.4% | -$6.96万 | 减仓 |
| O | REALTY INCOME CORP | $236.60万 | 2.02% | 38,198 | -794 | -2.0% | -$4.92万 | 减仓 |
| PLD | PROLOGIS INC. | $584.60万 | 4.98% | 43,158 | -1,078 | -2.4% | -$14.60万 | 减仓 |
| VDC | VANGUARD WORLD FD | $591.60万 | 5.04% | 26,239 | -90 | -0.3% | -$2.03万 | 减仓 |
| VCR | VANGUARD WORLD FD | $735.70万 | 6.27% | 18,552 | -692 | -3.6% | -$27.44万 | 减仓 |
| AAPL | APPLE INC | $1,051.20万 | 8.95% | 36,331 | -651 | -1.8% | -$18.84万 | 减仓 |
| PTY | PIMCO CORPORATE & INCOME OPP | $1,795.90万 | 15.30% | 1,492,851 | -30,268 | -2.0% | -$36.41万 | 减仓 |
| QQQ | INVESCO QQQ TR | $2,072.30万 | 17.65% | 28,142 | 4 | 0.0% | $2,945 | 加仓 |
| VOO | VANGUARD INDEX FDS | $2,934.60万 | 25.00% | 42,728 | -567 | -1.3% | -$38.94万 | 减仓 |