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 |
|---|---|---|---|---|---|---|---|---|
| AVGO | BROADCOM INC | $143.98万 | 0.86% | 4,652 | 429 | 10.2% | $13.28万 | 加仓 |
| META | META PLATFORMS INC | $145.15万 | 0.86% | 2,537 | 259 | 11.4% | $14.82万 | 加仓 |
| ROST | ROSS STORES INC | $151.08万 | 0.90% | 6,974 | -5,532 | -44.2% | -$119.84万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $171.41万 | 1.02% | 11,867 | -738 | -5.9% | -$10.66万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $173.50万 | 1.03% | 7,098 | -453 | -6.0% | -$11.07万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $173.63万 | 1.03% | 3,475 | -30 | -0.9% | -$1.50万 | 减仓 |
| MDT | MEDTRONIC PLC | $175.82万 | 1.04% | 20,291 | -2,153 | -9.6% | -$18.66万 | 减仓 |
| MCD | MCDONALDS CORP | $177.18万 | 1.05% | 5,701 | -573 | -9.1% | -$17.81万 | 减仓 |
| — | HONEYWELL INTL INC | $179.24万 | 1.07% | 7,930 | -759 | -8.7% | -$17.16万 | 减仓 |
| TJX | TJX COS INC NEW | $179.25万 | 1.07% | 11,224 | -22 | -0.2% | -$3,513 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $182.31万 | 1.08% | 6,276 | -569 | -8.3% | -$16.53万 | 减仓 |
| TXN | TEXAS INSTRS INC | $189.83万 | 1.13% | 9,778 | -322 | -3.2% | -$6.25万 | 减仓 |
| SO | SOUTHERN CO | $192.81万 | 1.15% | 19,976 | -2,048 | -9.3% | -$19.77万 | 减仓 |
| ECL | ECOLAB INC | $195.18万 | 1.16% | 7,337 | -602 | -7.6% | -$16.01万 | 减仓 |
| ABBV | ABBVIE INC | $195.91万 | 1.16% | 9,008 | 8 | 0.1% | $1,740 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $199.86万 | 1.19% | 21,651 | -324 | -1.5% | -$2.99万 | 减仓 |
| AMGN | AMGEN INC | $205.37万 | 1.22% | 5,837 | -579 | -9.0% | -$20.37万 | 减仓 |
| HSY | HERSHEY CO | $208.24万 | 1.24% | 10,017 | -1,130 | -10.1% | -$23.49万 | 减仓 |
| CME | CME GROUP INC | $213.63万 | 1.27% | 7,233 | -697 | -8.8% | -$20.59万 | 减仓 |
| HD | HOME DEPOT INC | $215.65万 | 1.28% | 6,557 | -475 | -6.8% | -$15.62万 | 减仓 |
| IVV | ISHARES TR | $216.47万 | 1.29% | 3,314 | -44 | -1.3% | -$2.87万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $222.34万 | 1.32% | 6,478 | -584 | -8.3% | -$20.04万 | 减仓 |
| PGR | PROGRESSIVE CORP | $226.23万 | 1.34% | 11,412 | 860 | 8.2% | $17.05万 | 加仓 |
| MS | MORGAN STANLEY | $230.35万 | 1.37% | 13,997 | -1,325 | -8.6% | -$21.81万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $235.17万 | 1.40% | 9,702 | -43 | -0.4% | -$1.04万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $243.21万 | 1.45% | 8,988 | 1,730 | 23.8% | $46.81万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $243.99万 | 1.45% | 26,269 | -2,401 | -8.4% | -$22.30万 | 减仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $254.04万 | 1.51% | 33,999 | -809 | -2.3% | -$6.04万 | 减仓 |
| KO | COCA COLA CO | $261.83万 | 1.56% | 34,428 | -2,450 | -6.6% | -$18.63万 | 减仓 |
| AMZN | AMAZON COM INC | $264.27万 | 1.57% | 12,689 | 696 | 5.8% | $14.50万 | 加仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $270.23万 | 1.61% | 117,594 | -1,062 | -0.9% | -$2.44万 | 减仓 |
| WMT | WALMART INC | $281.35万 | 1.67% | 22,638 | -1,722 | -7.1% | -$21.40万 | 减仓 |
| AZO | AUTOZONE INC | $293.53万 | 1.74% | 869 | -13 | -1.5% | -$4.39万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $302.97万 | 1.80% | 17,372 | 190 | 1.1% | $3.31万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $321.87万 | 1.91% | 10,942 | -865 | -7.3% | -$25.44万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $366.29万 | 2.18% | 67,768 | -101 | -0.1% | -$5,459 | 减仓 |
| — | EXXON MOBIL CORP | $378.73万 | 2.25% | 22,323 | -1,401 | -5.9% | -$23.77万 | 减仓 |
| GOOGL | ALPHABET INC | $442.50万 | 2.63% | 15,388 | 165 | 1.1% | $4.74万 | 加仓 |
| V | VISA INC | $470.59万 | 2.80% | 15,570 | 395 | 2.6% | $11.94万 | 加仓 |
| MSFT | MICROSOFT CORP | $559.88万 | 3.33% | 15,125 | -223 | -1.5% | -$8.25万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $699.78万 | 4.16% | 109,204 | -1,096 | -1.0% | -$7.02万 | 减仓 |
| AAPL | APPLE INC | $1,390.79万 | 8.27% | 54,801 | -4,035 | -6.9% | -$102.40万 | 减仓 |