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 |
|---|---|---|---|---|---|---|---|---|
| — | HONEYWELL INTL INC | $3,000 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| GRAL | GRAIL INC | $2,000 | 0.00% | 48 | -7 | -12.7% | -$292 | 减仓 |
| CCL | CARNIVAL CORP | $2,000 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| GEN | GEN DIGITAL INC | $2,000 | 0.00% | 143 | 1 | 0.7% | $14 | 加仓 |
| ZTS | ZOETIS INC | $2,000 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $2,000 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| ICLR | ICON PLC | $1,000 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP NEW | $1,000 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $1,000 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| DG | DOLLAR GEN CORP NEW | $1,000 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| LYV | LIVE NATION ENTERTAINMENT IN | $0 | 0.00% | 0 | -175 | -100.0% | -$2.40万 | 清仓 |
| PINS | PINTEREST INC | $0 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $0 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| SKYW | SKYWEST INC | $0 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $0 | 0.00% | 0 | 0 | — | — | 清仓 |
| TXN | TEXAS INSTRS INC | $0 | 0.00% | 0 | 0 | — | — | 清仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $0 | 0.00% | 0 | 0 | — | — | 清仓 |
| MSI | MOTOROLA SOLUTIONS INC | $0 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $0 | 0.00% | 0 | 0 | — | — | 清仓 |
| IVV | ISHARES TR | $0 | 0.00% | 0 | 0 | — | — | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | 0 | — | — | 清仓 |
| VCEL | VERICEL CORP | $0 | 0.00% | 0 | 0 | — | — | 清仓 |
| — | ORION PROPERTIES INC | $0 | 0.00% | 149 | 2 | 1.4% | — | 加仓 |