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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $2,587.10万 | 24.40% | 43,295 | -82 | -0.2% | -$4.90万 | 减仓 |
| PTY | PIMCO CORPORATE & INCOME OPP | $1,836.80万 | 17.32% | 1,523,119 | -4,865 | -0.3% | -$5.87万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,624.10万 | 15.32% | 28,138 | 28,138 | — | $1,624.10万 | 新建仓 |
| AAPL | APPLE INC | $938.50万 | 8.85% | 36,982 | -84 | -0.2% | -$2.13万 | 减仓 |
| VCR | VANGUARD WORLD FD | $690.90万 | 6.52% | 19,244 | -369 | -1.9% | -$13.25万 | 减仓 |
| VDC | VANGUARD WORLD FD | $591.30万 | 5.58% | 26,329 | -1,147 | -4.2% | -$25.76万 | 减仓 |
| PLD | PROLOGIS INC. | $584.70万 | 5.51% | 44,236 | 48 | 0.1% | $6,345 | 加仓 |
| O | REALTY INCOME CORP | $238.50万 | 2.25% | 38,992 | -197 | -0.5% | -$1.20万 | 减仓 |
| ORCL | ORACLE CORP | $208.10万 | 1.96% | 14,148 | -291 | -2.0% | -$4.28万 | 减仓 |
| GOOGL | ALPHABET INC | $148.80万 | 1.40% | 5,176 | -298 | -5.4% | -$8.57万 | 减仓 |
| GOOG | ALPHABET INC | $139.90万 | 1.32% | 4,880 | -300 | -5.8% | -$8.60万 | 减仓 |
| CAT | CATERPILLAR INC | $115.40万 | 1.09% | 1,628 | 3 | 0.2% | $2,127 | 加仓 |
| VB | VANGUARD INDEX FDS | $109.80万 | 1.04% | 4,194 | 0 | 0.0% | — | 不变 |
| BALL | BALL CORP | $61.20万 | 0.58% | 10,356 | 33 | 0.3% | $1,950 | 加仓 |
| MSFT | MICROSOFT CORP | $58.70万 | 0.55% | 1,586 | 3 | 0.2% | $1,110 | 加仓 |
| QCOM | QUALCOMM INC | $44.00万 | 0.41% | 3,418 | 23 | 0.7% | $2,961 | 加仓 |
| SRE | SEMPRA | $41.90万 | 0.40% | 4,321 | 30 | 0.7% | $2,909 | 加仓 |
| SPY | SPDR S&P 500 ETF TR | $41.60万 | 0.39% | 640 | 1 | 0.2% | $650 | 加仓 |
| COST | COSTCO WHSL CORP NEW | $39.50万 | 0.37% | 397 | 1 | 0.3% | $995 | 加仓 |
| 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 |
| SFM | SPROUTS FMRS MKT INC | $31.00万 | 0.29% | 4,020 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $29.20万 | 0.28% | 1,020 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $24.50万 | 0.23% | 1,130 | 7 | 0.6% | $1,518 | 加仓 |
| XCHYX | CALAMOS CONV & HIGH INCOME F | $24.20万 | 0.23% | 22,231 | 0 | 0.0% | — | 不变 |
| MGM | MGM RESORTS INTERNATIONAL | $21.80万 | 0.21% | 5,897 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $18.90万 | 0.18% | 757 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON CORP | $18.00万 | 0.17% | 1,524 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $13.90万 | 0.13% | 800 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $13.10万 | 0.12% | 301 | 1 | 0.3% | $435 | 加仓 |
| MA | MASTERCARD INCORPORATED | $10.70万 | 0.10% | 215 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $10.40万 | 0.10% | 1,349 | 8 | 0.6% | $617 | 加仓 |
| NFLX | NETFLIX INC | $9.90万 | 0.09% | 1,040 | 0 | 0.0% | — | 不变 |
| SYF | SYNCHRONY FINANCIAL | $9.80万 | 0.09% | 1,455 | -127 | -8.0% | -$8,554 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $9.80万 | 0.09% | 1,384 | 3 | 0.2% | $212 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $9.10万 | 0.09% | 134 | 0 | 0.0% | — | 不变 |
| FTEC | FIDELITY COVINGTON TRUST | $8.30万 | 0.08% | 401 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $7.90万 | 0.07% | 460 | 2 | 0.4% | $343 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $7.10万 | 0.07% | 150 | 0 | 0.0% | — | 不变 |
| PPA | INVESCO EXCHANGE TRADED FD T | $7.00万 | 0.07% | 426 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $7.00万 | 0.07% | 288 | 2 | 0.7% | $486 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $6.90万 | 0.07% | 205 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $6.50万 | 0.06% | 305 | 1 | 0.3% | $213 | 加仓 |
| RBA | RB GLOBAL INC | $5.70万 | 0.05% | 600 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $5.40万 | 0.05% | 170 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $4.60万 | 0.04% | 126 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $4.50万 | 0.04% | 79 | 0 | 0.0% | — | 不变 |
| LVS | LAS VEGAS SANDS CORP | $4.10万 | 0.04% | 779 | 4 | 0.5% | $211 | 加仓 |
| JPM | JPMORGAN CHASE & CO. | $3.60万 | 0.03% | 124 | 0 | 0.0% | — | 不变 |
| IYG | ISHARES TR | $3.50万 | 0.03% | 424 | 1 | 0.2% | $83 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $3.40万 | 0.03% | 101 | 1 | 1.0% | $337 | 加仓 |
| IHI | ISHARES TR | $3.20万 | 0.03% | 602 | 1 | 0.2% | $53 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $2.80万 | 0.03% | 934 | 8 | 0.9% | $240 | 加仓 |
| — | EXXON MOBIL CORP | $2.70万 | 0.03% | 162 | 1 | 0.6% | $167 | 加仓 |
| IJJ | ISHARES TR | $2.60万 | 0.02% | 203 | 1 | 0.5% | $128 | 加仓 |
| IJS | ISHARES TR | $2.60万 | 0.02% | 221 | 0 | 0.0% | — | 不变 |
| LGND | LIGAND PHARMACEUTICALS INC | $2.50万 | 0.02% | 129 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $2.50万 | 0.02% | 308 | 2 | 0.7% | $162 | 加仓 |
| UNM | UNUM GROUP | $2.30万 | 0.02% | 315 | 2 | 0.6% | $146 | 加仓 |
| MCD | MCDONALDS CORP | $2.30万 | 0.02% | 76 | 0 | 0.0% | — | 不变 |
| VIK | VIKING HOLDINGS LTD | $2.20万 | 0.02% | 300 | 300 | — | $2.20万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1.90万 | 0.02% | 361 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $1.90万 | 0.02% | 124 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC | $1.90万 | 0.02% | 106 | 0 | 0.0% | — | 不变 |
| PCAR | PACCAR INC | $1.70万 | 0.02% | 151 | 2 | 1.3% | $225 | 加仓 |
| MO | ALTRIA GROUP INC | $1.60万 | 0.02% | 256 | 5 | 2.0% | $312 | 加仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $1.50万 | 0.01% | 295 | 4 | 1.4% | $203 | 加仓 |
| STEW | SRH TOTAL RETURN FUND INC | $1.50万 | 0.01% | 922 | 10 | 1.1% | $163 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $1.50万 | 0.01% | 40 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $1.30万 | 0.01% | 43 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $1.30万 | 0.01% | 31 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $1.20万 | 0.01% | 134 | 1 | 0.8% | $90 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $1.20万 | 0.01% | 164 | 1 | 0.6% | $73 | 加仓 |
| BAC | BANK AMERICA CORP | $1.20万 | 0.01% | 265 | 1 | 0.4% | $45 | 加仓 |
| GE | GE AEROSPACE | $1.20万 | 0.01% | 43 | 0 | 0.0% | — | 不变 |
| SPHD | INVESCO EXCH TRADED FD TR II | $1.10万 | 0.01% | 223 | 3 | 1.4% | $148 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $1.10万 | 0.01% | 34 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $1.10万 | 0.01% | 61 | 61 | — | $1.10万 | 新建仓 |
| TM | TOYOTA MOTOR CORP | $1.00万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $8,000 | 0.01% | 18 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $7,000 | 0.01% | 51 | 0 | 0.0% | — | 不变 |
| BITO | PROSHARES TR | $6,000 | 0.01% | 708 | 2 | 0.3% | $17 | 加仓 |
| ECL | ECOLAB INC | $6,000 | 0.01% | 23 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $6,000 | 0.01% | 17 | 0 | 0.0% | — | 不变 |
| BROS | DUTCH BROS INC | $5,000 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| VONE | VANGUARD SCOTTSDALE FDS | $5,000 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP | $5,000 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| NDAQ | NASDAQ INC | $4,000 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $4,000 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $4,000 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC DEL | $4,000 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| DFIV | DIMENSIONAL ETF TRUST | $4,000 | 0.00% | 93 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $3,000 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $3,000 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $3,000 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $3,000 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $3,000 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $3,000 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $3,000 | 0.00% | 5 | 0 | 0.0% | — | 不变 |