Meadowbrook Advisors Group, LLC
BEDMINSTER NJ · SEC CIK 0002119283
$1.68亿2026Q1 申报市值
136持仓数
31.1%前十大占比 · 第一大 8.3%
10 / 6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
UNH 加仓+$46.81万
AZN 新建仓+$37.08万
USB 新建仓+$33.89万
CVS 新建仓+$31.32万
MPC 新建仓+$26.86万
2026Q1 卖出最多 按季末市值估算
ROST 减仓-$119.84万
CMI 减仓-$116.32万
AAPL 减仓-$102.40万
TWO HARBORS INVE 清仓-$55.32万
AZN 清仓-$33.97万
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 |
|---|---|---|---|---|---|---|---|---|
| — | TWO HARBORS INVENTMENT CORPO | $0 | 0.00% | 0 | -556,000 | -100.0% | -$55.32万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -1,848 | -100.0% | -$33.97万 | 清仓 |
| WDAY | WORKDAY INC | $0 | 0.00% | 0 | -1,489 | -100.0% | -$31.98万 | 清仓 |
| RY | ROYAL BK CDA | $0 | 0.00% | 0 | -1,591 | -100.0% | -$27.12万 | 清仓 |
| DG | DOLLAR GEN CORP NEW | $0 | 0.00% | 0 | -1,713 | -100.0% | -$22.74万 | 清仓 |
| LPLA | LPL FINL HLDGS INC | $0 | 0.00% | 0 | -568 | -100.0% | -$20.29万 | 清仓 |
| — | REDWOOD TRUST INC | $5.05万 | 0.03% | 50,000 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $20.13万 | 0.12% | 2,594 | -122 | -4.5% | -$9,466 | 减仓 |
| ADBE | ADOBE INC | $20.20万 | 0.12% | 831 | -17 | -2.0% | -$4,132 | 减仓 |
| ALB | ALBEMARLE CORP | $20.29万 | 0.12% | 1,130 | 1,130 | — | $20.29万 | 新建仓 |
| WFC | WELLS FARGO & CO | $20.37万 | 0.12% | 2,559 | 2,559 | — | $20.37万 | 新建仓 |
| VTRS | VIATRIS INC | $20.99万 | 0.12% | 15,539 | 15,539 | — | $20.99万 | 新建仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $21.36万 | 0.13% | 450 | 450 | — | $21.36万 | 新建仓 |
| BKNG | BOOKING HOLDINGS INC | $21.89万 | 0.13% | 52 | 1 | 2.0% | $4,210 | 加仓 |
| BAC | BANK AMERICA CORP | $23.11万 | 0.14% | 4,741 | -429 | -8.3% | -$2.09万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $23.26万 | 0.14% | 536 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $23.92万 | 0.14% | 274 | 274 | — | $23.92万 | 新建仓 |
| NEM | NEWMONT CORP | $24.36万 | 0.14% | 2,250 | 2,250 | — | $24.36万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $24.65万 | 0.15% | 379 | -208 | -35.4% | -$13.53万 | 减仓 |
| TSLA | TESLA INC | $24.98万 | 0.15% | 672 | 95 | 16.5% | $3.53万 | 加仓 |
| LIN | LINDE PLC | $25.33万 | 0.15% | 511 | 21 | 4.3% | $1.04万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $25.47万 | 0.15% | 2,200 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $25.66万 | 0.15% | 3,888 | -300 | -7.2% | -$1.98万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $25.97万 | 0.15% | 8,114 | -1,317 | -14.0% | -$4.22万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $25.98万 | 0.15% | 4,614 | 78 | 1.7% | $4,392 | 加仓 |
| MPC | MARATHON PETE CORP | $26.86万 | 0.16% | 1,100 | 1,100 | — | $26.86万 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $27.15万 | 0.16% | 3,354 | 0 | 0.0% | — | 不变 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $27.18万 | 0.16% | 4,052 | 207 | 5.4% | $1.39万 | 加仓 |
| — | AIR LEASE CORP | $28.31万 | 0.17% | 4,360 | 0 | 0.0% | — | 不变 |
| BIL | SPDR SERIES TRUST | $28.56万 | 0.17% | 3,117 | -288 | -8.5% | -$2.64万 | 减仓 |
| FE | FIRSTENERGY CORP | $29.53万 | 0.18% | 5,830 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $30.19万 | 0.18% | 2,344 | -54 | -2.3% | -$6,954 | 减仓 |
| INTU | INTUIT | $30.57万 | 0.18% | 707 | -29 | -3.9% | -$1.25万 | 减仓 |
| CVS | CVS HEALTH CORP | $31.32万 | 0.19% | 4,361 | 4,361 | — | $31.32万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $31.47万 | 0.19% | 372 | 20 | 5.7% | $1.69万 | 加仓 |
| ASML | ASML HLDG NV | $31.70万 | 0.19% | 240 | 8 | 3.4% | $1.06万 | 加仓 |
| ZTS | ZOETIS INC | $31.72万 | 0.19% | 2,683 | -27 | -1.0% | -$3,192 | 减仓 |
| GE | GE AEROSPACE | $33.43万 | 0.20% | 1,178 | -41 | -3.4% | -$1.16万 | 减仓 |
| XYL | XYLEM INC | $33.45万 | 0.20% | 2,799 | -78 | -2.7% | -$9,321 | 减仓 |
| USB | US BANCORP | $33.89万 | 0.20% | 6,516 | 6,516 | — | $33.89万 | 新建仓 |
| NKE | NIKE INC | $34.79万 | 0.21% | 6,586 | -267 | -3.9% | -$1.41万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $34.87万 | 0.21% | 2,502 | 42 | 1.7% | $5,854 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $35.64万 | 0.21% | 735 | 66 | 9.9% | $3.20万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $36.57万 | 0.22% | 7,284 | 81 | 1.1% | $4,066 | 加仓 |
| AZN | ASTRAZENECA PLC | $37.08万 | 0.22% | 1,880 | 1,880 | — | $37.08万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP | $37.11万 | 0.22% | 1,329 | -32 | -2.4% | -$8,936 | 减仓 |
| IJR | ISHARES TR | $37.57万 | 0.22% | 3,022 | -44 | -1.4% | -$5,470 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $37.61万 | 0.22% | 4,797 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $38.33万 | 0.23% | 5,625 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $38.70万 | 0.23% | 4,320 | -55 | -1.3% | -$4,927 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $38.88万 | 0.23% | 2,131 | 1,139 | 114.8% | $20.78万 | 加仓 |
| BA | BOEING CO | $38.91万 | 0.23% | 1,955 | 47 | 2.5% | $9,354 | 加仓 |
| WMB | WILLIAMS COS INC | $39.30万 | 0.23% | 5,400 | 377 | 7.5% | $2.74万 | 加仓 |
| T | AT&T INC | $39.53万 | 0.23% | 13,636 | -143 | -1.0% | -$4,146 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $39.56万 | 0.24% | 8,234 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $40.54万 | 0.24% | 1,200 | 0 | 0.0% | — | 不变 |
| PFS | PROVIDENT FINL SVCS INC | $42.08万 | 0.25% | 19,888 | 0 | 0.0% | — | 不变 |
| IGLB | ISHARES TR | $43.22万 | 0.26% | 8,709 | -677 | -7.2% | -$3.36万 | 减仓 |
| URI | UNITED RENTALS INC | $43.86万 | 0.26% | 602 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $44.39万 | 0.26% | 2,685 | -334 | -11.1% | -$5.52万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $47.67万 | 0.28% | 2,410 | -97 | -3.9% | -$1.92万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $48.33万 | 0.29% | 1,238 | -57 | -4.4% | -$2.23万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $49.14万 | 0.29% | 2,478 | -289 | -10.4% | -$5.73万 | 减仓 |
| STRA | STRATEGIC ED INC | $49.44万 | 0.29% | 5,960 | -2,500 | -29.6% | -$20.74万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $49.92万 | 0.30% | 1,118 | -33 | -2.9% | -$1.47万 | 减仓 |
| GNRC | GENERAC HLDGS INC | $51.47万 | 0.31% | 2,635 | -64 | -2.4% | -$1.25万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $51.57万 | 0.31% | 1,696 | -24 | -1.4% | -$7,298 | 减仓 |
| GOOG | ALPHABET INC | $51.66万 | 0.31% | 1,801 | 164 | 10.0% | $4.70万 | 加仓 |
| SPGI | S&P GLOBAL INC | $54.66万 | 0.32% | 1,285 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $57.27万 | 0.34% | 2,815 | -76 | -2.6% | -$1.55万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $62.15万 | 0.37% | 2,909 | 10 | 0.3% | $2,137 | 加仓 |
| CRM | SALESFORCE INC | $63.08万 | 0.37% | 3,379 | -188 | -5.3% | -$3.51万 | 减仓 |
| NOW | SERVICENOW INC | $63.23万 | 0.38% | 6,048 | -397 | -6.2% | -$4.15万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $64.69万 | 0.38% | 8,993 | -34 | -0.4% | -$2,446 | 减仓 |
| LLY | ELI LILLY & CO | $65.21万 | 0.39% | 709 | -2 | -0.3% | -$1,840 | 减仓 |
| VOO | VANGUARD INDEX FDS | $67.65万 | 0.40% | 1,132 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $69.25万 | 0.41% | 10,254 | -149 | -1.4% | -$1.01万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $74.98万 | 0.45% | 1,099 | -1 | -0.1% | -$682 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $75.64万 | 0.45% | 4,718 | 100 | 2.2% | $1.60万 | 加仓 |
| NVR | NVR INC | $76.44万 | 0.45% | 116 | -3 | -2.5% | -$1.98万 | 减仓 |
| AMAT | APPLIED MATLS INC | $76.83万 | 0.46% | 2,248 | 63 | 2.9% | $2.15万 | 加仓 |
| TFI | SPDR SERIES TRUST | $77.06万 | 0.46% | 16,996 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $81.03万 | 0.48% | 1,506 | -2,162 | -58.9% | -$116.32万 | 减仓 |
| ORCL | ORACLE CORP | $81.87万 | 0.49% | 5,565 | -34 | -0.6% | -$5,002 | 减仓 |
| RTX | RTX CORPORATION | $85.94万 | 0.51% | 4,455 | 55 | 1.2% | $1.06万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $87.26万 | 0.52% | 2,582 | -119 | -4.4% | -$4.02万 | 减仓 |
| APH | AMPHENOL CORP | $94.71万 | 0.56% | 7,496 | -144 | -1.9% | -$1.82万 | 减仓 |
| FAST | FASTENAL CO | $102.48万 | 0.61% | 22,086 | -374 | -1.7% | -$1.74万 | 减仓 |
| TFC | TRUIST FINL CORP | $103.84万 | 0.62% | 22,589 | -2,293 | -9.2% | -$10.54万 | 减仓 |
| HYLB | DBX ETF TR | $107.38万 | 0.64% | 29,695 | -1,259 | -4.1% | -$4.55万 | 减仓 |
| MCO | MOODYS CORP | $107.49万 | 0.64% | 2,464 | -70 | -2.8% | -$3.05万 | 减仓 |
| GLD | SPDR GOLD TR | $108.57万 | 0.65% | 2,523 | 323 | 14.7% | $13.90万 | 加仓 |
| DIS | DISNEY WALT CO | $113.49万 | 0.67% | 11,775 | -199 | -1.7% | -$1.92万 | 减仓 |
| DPZ | DOMINOS PIZZA INC | $117.54万 | 0.70% | 3,276 | -51 | -1.5% | -$1.83万 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $124.81万 | 0.74% | 8,714 | -145 | -1.6% | -$2.08万 | 减仓 |
| MRK | MERCK & CO INC | $125.41万 | 0.75% | 10,426 | -1,110 | -9.6% | -$13.35万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $131.30万 | 0.78% | 2,740 | 342 | 14.3% | $16.39万 | 加仓 |
| MLN | VANECK ETF TRUST | $133.87万 | 0.80% | 76,762 | -1,239 | -1.6% | -$2.16万 | 减仓 |
| ADI | ANALOG DEVICES INC | $134.26万 | 0.80% | 4,220 | -45 | -1.1% | -$1.43万 | 减仓 |
| ACGL | ARCH CAP GROUP LTD | $135.08万 | 0.80% | 14,072 | 317 | 2.3% | $3.04万 | 加仓 |