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 |
|---|---|---|---|---|---|---|---|---|
| ZTS | ZOETIS INC | $1,000 | 0.00% | 17 | 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 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $1,000 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| PINS | PINTEREST INC | $1,000 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP | $0 | 0.00% | 0 | -164 | -100.0% | -$1.20万 | 清仓 |
| GE | GE AEROSPACE | $0 | 0.00% | 0 | -43 | -100.0% | -$1.20万 | 清仓 |
| UNP | UNION PAC CORP | $0 | 0.00% | 0 | -13 | -100.0% | -$3,000 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -13 | -100.0% | -$3,000 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -100 | -100.0% | -$2,000 | 清仓 |
| ICLR | ICON PLC | $0 | 0.00% | 0 | -14 | -100.0% | -$1,000 | 清仓 |
| DG | DOLLAR GEN CORP NEW | $0 | 0.00% | 0 | -13 | -100.0% | -$1,000 | 清仓 |
| SKYW | SKYWEST INC | $0 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $0 | 0.00% | 0 | 0 | — | — | 清仓 |
| TXN | TEXAS INSTRS INC | $0 | 0.00% | 0 | 0 | — | — | 清仓 |
| VCEL | VERICEL CORP | $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 |
| IVV | ISHARES TR | $0 | 0.00% | 0 | 0 | — | — | 清仓 |
| BA | BOEING CO | $0 | 0.00% | 0 | 0 | — | — | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | 0 | — | — | 清仓 |
| — | ORION PROPERTIES INC | $0 | 0.00% | 150 | 1 | 0.7% | — | 加仓 |