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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $2,934.60万 | 25.00% | 42,728 | -567 | -1.3% | -$38.94万 | 减仓 |
| QQQ | INVESCO QQQ TR | $2,072.30万 | 17.65% | 28,142 | 4 | 0.0% | $2,945 | 加仓 |
| PTY | PIMCO CORPORATE & INCOME OPP | $1,795.90万 | 15.30% | 1,492,851 | -30,268 | -2.0% | -$36.41万 | 减仓 |
| AAPL | APPLE INC | $1,051.20万 | 8.95% | 36,331 | -651 | -1.8% | -$18.84万 | 减仓 |
| VCR | VANGUARD WORLD FD | $735.70万 | 6.27% | 18,552 | -692 | -3.6% | -$27.44万 | 减仓 |
| VDC | VANGUARD WORLD FD | $591.60万 | 5.04% | 26,239 | -90 | -0.3% | -$2.03万 | 减仓 |
| PLD | PROLOGIS INC. | $584.60万 | 4.98% | 43,158 | -1,078 | -2.4% | -$14.60万 | 减仓 |
| O | REALTY INCOME CORP | $236.60万 | 2.02% | 38,198 | -794 | -2.0% | -$4.92万 | 减仓 |
| ORCL | ORACLE CORP | $200.30万 | 1.71% | 13,673 | -475 | -3.4% | -$6.96万 | 减仓 |
| GOOGL | ALPHABET INC | $185.00万 | 1.58% | 5,179 | 3 | 0.1% | $1,072 | 加仓 |
| CAT | CATERPILLAR INC | $173.70万 | 1.48% | 1,631 | 3 | 0.2% | $3,195 | 加仓 |
| GOOG | ALPHABET INC | $172.50万 | 1.47% | 4,883 | 3 | 0.1% | $1,060 | 加仓 |
| VB | VANGUARD INDEX FDS | $127.10万 | 1.08% | 4,194 | 0 | 0.0% | — | 不变 |
| BALL | BALL CORP | $64.80万 | 0.55% | 10,393 | 37 | 0.4% | $2,307 | 加仓 |
| QCOM | QUALCOMM INC | $63.40万 | 0.54% | 3,434 | 16 | 0.5% | $2,954 | 加仓 |
| MSFT | MICROSOFT CORP | $59.30万 | 0.51% | 1,590 | 4 | 0.3% | $1,492 | 加仓 |
| SPY | SPDR S&P 500 ETF TR | $47.90万 | 0.41% | 642 | 2 | 0.3% | $1,492 | 加仓 |
| SRE | SEMPRA | $40.30万 | 0.34% | 4,350 | 29 | 0.7% | $2,687 | 加仓 |
| AMZN | AMAZON COM INC | $39.00万 | 0.33% | 1,640 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHSL CORP NEW | $37.20万 | 0.32% | 397 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS INC | $37.00万 | 0.32% | 1,748 | 8 | 0.5% | $1,693 | 加仓 |
| SFM | SPROUTS FMRS MKT INC | $34.00万 | 0.29% | 4,020 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $32.80万 | 0.28% | 4,080 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $31.90万 | 0.27% | 1,889 | 13 | 0.7% | $2,195 | 加仓 |
| XCHYX | CALAMOS CONV & HIGH INCOME F | $30.20万 | 0.26% | 22,232 | 1 | 0.0% | $14 | 加仓 |
| MGM | MGM RESORTS INTERNATIONAL | $28.10万 | 0.24% | 5,897 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $27.50万 | 0.23% | 1,135 | 5 | 0.4% | $1,211 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $25.30万 | 0.22% | 757 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON CORP | $22.00万 | 0.19% | 1,524 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $16.00万 | 0.14% | 801 | 1 | 0.1% | $200 | 加仓 |
| CSCO | CISCO SYS INC | $15.90万 | 0.14% | 1,355 | 6 | 0.4% | $704 | 加仓 |
| VUG | VANGUARD INDEX FDS | $15.50万 | 0.13% | 1,809 | 3 | 0.2% | $257 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $11.40万 | 0.10% | 402 | 1 | 0.2% | $284 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $11.30万 | 0.10% | 1,387 | 3 | 0.2% | $244 | 加仓 |
| MA | MASTERCARD INCORPORATED | $11.10万 | 0.09% | 216 | 1 | 0.5% | $514 | 加仓 |
| SYF | SYNCHRONY FINANCIAL | $11.10万 | 0.09% | 1,461 | 6 | 0.4% | $456 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $9.80万 | 0.08% | 205 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $7.70万 | 0.07% | 463 | 3 | 0.7% | $499 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $7.50万 | 0.06% | 150 | 0 | 0.0% | — | 不变 |
| PPA | INVESCO EXCHANGE TRADED FD T | $7.50万 | 0.06% | 427 | 1 | 0.2% | $176 | 加仓 |
| NFLX | NETFLIX INC | $7.40万 | 0.06% | 1,040 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $7.40万 | 0.06% | 306 | 1 | 0.3% | $242 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $7.30万 | 0.06% | 289 | 1 | 0.3% | $253 | 加仓 |
| RBA | RB GLOBAL INC | $6.90万 | 0.06% | 600 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $6.80万 | 0.06% | 135 | 1 | 0.7% | $504 | 加仓 |
| VTI | VANGUARD INDEX FDS | $6.30万 | 0.05% | 171 | 1 | 0.6% | $368 | 加仓 |
| TSLA | TESLA INC | $5.20万 | 0.04% | 126 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $4.40万 | 0.04% | 79 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO. | $4.10万 | 0.03% | 125 | 1 | 0.8% | $328 | 加仓 |
| LGND | LIGAND PHARMACEUTICALS INC | $4.00万 | 0.03% | 129 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $3.90万 | 0.03% | 34 | 0 | 0.0% | — | 不变 |
| IYG | ISHARES TR | $3.80万 | 0.03% | 425 | 1 | 0.2% | $89 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $3.80万 | 0.03% | 40 | 0 | 0.0% | — | 不变 |
| LVS | LAS VEGAS SANDS CORP | $3.60万 | 0.03% | 783 | 4 | 0.5% | $184 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $3.60万 | 0.03% | 101 | 0 | 0.0% | — | 不变 |
| VIK | VIKING HOLDINGS LTD | $3.10万 | 0.03% | 300 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES TR | $3.00万 | 0.03% | 222 | 1 | 0.5% | $135 | 加仓 |
| IJJ | ISHARES TR | $3.00万 | 0.03% | 204 | 1 | 0.5% | $147 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $2.90万 | 0.02% | 941 | 7 | 0.7% | $216 | 加仓 |
| UNM | UNUM GROUP | $2.80万 | 0.02% | 317 | 2 | 0.6% | $177 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $2.50万 | 0.02% | 310 | 2 | 0.6% | $161 | 加仓 |
| IHI | ISHARES TR | $2.20万 | 0.02% | 459 | -143 | -23.8% | -$6,854 | 减仓 |
| — | EXXON MOBIL CORP | $2.20万 | 0.02% | 163 | 1 | 0.6% | $135 | 加仓 |
| BIIB | BIOGEN INC | $2.20万 | 0.02% | 106 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $2.10万 | 0.02% | 362 | 1 | 0.3% | $58 | 加仓 |
| MCD | MCDONALDS CORP | $2.00万 | 0.02% | 77 | 1 | 1.3% | $260 | 加仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $2.00万 | 0.02% | 297 | 2 | 0.7% | $135 | 加仓 |
| TJX | TJX COS INC NEW | $1.80万 | 0.02% | 124 | 0 | 0.0% | — | 不变 |
| PCAR | PACCAR INC | $1.80万 | 0.02% | 152 | 1 | 0.7% | $118 | 加仓 |
| MO | ALTRIA GROUP INC | $1.80万 | 0.02% | 260 | 4 | 1.6% | $277 | 加仓 |
| STEW | SRH TOTAL RETURN FUND INC | $1.60万 | 0.01% | 933 | 11 | 1.2% | $189 | 加仓 |
| BAC | BANK AMERICA CORP | $1.50万 | 0.01% | 266 | 1 | 0.4% | $56 | 加仓 |
| V | VISA INC | $1.40万 | 0.01% | 43 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $1.20万 | 0.01% | 134 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $1.10万 | 0.01% | 31 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $1.10万 | 0.01% | 62 | 1 | 1.6% | $177 | 加仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $1.10万 | 0.01% | 226 | 3 | 1.3% | $146 | 加仓 |
| TM | TOYOTA MOTOR CORP | $8,000 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $7,000 | 0.01% | 18 | 0 | 0.0% | — | 不变 |
| BROS | DUTCH BROS INC | $7,000 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $6,000 | 0.01% | 51 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $6,000 | 0.01% | 23 | 0 | 0.0% | — | 不变 |
| VONE | VANGUARD SCOTTSDALE FDS | $6,000 | 0.01% | 19 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP | $6,000 | 0.01% | 27 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC DEL | $6,000 | 0.01% | 72 | 1 | 1.4% | $83 | 加仓 |
| BITO | PROSHARES TR | $5,000 | 0.00% | 710 | 2 | 0.3% | $14 | 加仓 |
| FDX | FEDEX CORP | $5,000 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| DFIV | DIMENSIONAL ETF TRUST | $5,000 | 0.00% | 95 | 2 | 2.2% | $105 | 加仓 |
| LIN | LINDE PLC | $5,000 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| NDAQ | NASDAQ INC | $4,000 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $4,000 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $3,000 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $3,000 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $3,000 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $3,000 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| GRAL | GRAIL INC | $3,000 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| GEN | GEN DIGITAL INC | $3,000 | 0.00% | 144 | 1 | 0.7% | $21 | 加仓 |
| CSX | CSX CORP | $3,000 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $2,000 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $1,000 | 0.00% | 8 | -5 | -38.5% | -$625 | 减仓 |