Meadowbrook Advisors Group, LLC
BEDMINSTER NJ · SEC CIK 0002119283
$1.87亿2026Q2 申报市值
169持仓数
30.1%前十大占比 · 第一大 8.1%
44 / 11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
FESM 新建仓+$193.18万
VO 新建仓+$183.47万
FENI 新建仓+$145.45万
GOOG 加仓+$139.53万
FBND 新建仓+$96.40万
2026Q2 卖出最多 按季末市值估算
VCLT 减仓-$120.06万
HON 减仓-$119.92万
ROST 减仓-$100.47万
ECL 减仓-$88.38万
HSY 减仓-$87.48万
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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $1,507.65万 | 8.06% | 52,103 | -2,698 | -4.9% | -$78.07万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $777.16万 | 4.15% | 109,075 | -129 | -0.1% | -$9,191 | 减仓 |
| GOOGL | ALPHABET INC | $510.00万 | 2.73% | 14,271 | -1,117 | -7.3% | -$39.92万 | 减仓 |
| MSFT | MICROSOFT CORP | $495.22万 | 2.65% | 13,276 | -1,849 | -12.2% | -$68.97万 | 减仓 |
| V | VISA INC | $494.19万 | 2.64% | 14,404 | -1,166 | -7.5% | -$40.00万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $446.63万 | 2.39% | 74,825 | 7,057 | 10.4% | $42.12万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $389.16万 | 2.08% | 19,449 | 2,077 | 12.0% | $41.56万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $364.84万 | 1.95% | 8,778 | -210 | -2.3% | -$8.73万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $329.75万 | 1.76% | 10,074 | -868 | -7.9% | -$28.41万 | 减仓 |
| IVV | ISHARES TR | $319.63万 | 1.71% | 4,268 | 954 | 28.8% | $71.44万 | 加仓 |
| — | EXXON MOBIL CORP | $291.06万 | 1.56% | 21,289 | -1,034 | -4.6% | -$14.14万 | 减仓 |
| PGR | PROGRESSIVE CORP | $279.92万 | 1.50% | 12,814 | 1,402 | 12.3% | $30.63万 | 加仓 |
| AZO | AUTOZONE INC | $275.49万 | 1.47% | 862 | -7 | -0.8% | -$2.24万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $270.19万 | 1.44% | 9,608 | -94 | -1.0% | -$2.64万 | 减仓 |
| TXN | TEXAS INSTRS INC | $267.88万 | 1.43% | 8,987 | -791 | -8.1% | -$23.58万 | 减仓 |
| MS | MORGAN STANLEY | $254.05万 | 1.36% | 12,153 | -1,844 | -13.2% | -$38.55万 | 减仓 |
| AMZN | AMAZON COM INC | $238.96万 | 1.28% | 10,026 | -2,663 | -21.0% | -$63.47万 | 减仓 |
| WMT | WALMART INC | $234.06万 | 1.25% | 20,666 | -1,972 | -8.7% | -$22.34万 | 减仓 |
| KO | COCA COLA CO | $232.60万 | 1.24% | 28,621 | -5,807 | -16.9% | -$47.19万 | 减仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $229.75万 | 1.23% | 97,682 | -19,912 | -16.9% | -$46.83万 | 减仓 |
| AVGO | BROADCOM INC | $216.34万 | 1.16% | 5,727 | 1,075 | 23.1% | $40.61万 | 加仓 |
| ABBV | ABBVIE INC | $214.45万 | 1.15% | 8,522 | -486 | -5.4% | -$12.23万 | 减仓 |
| GOOG | ALPHABET INC | $203.16万 | 1.09% | 5,750 | 3,949 | 219.3% | $139.53万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $195.48万 | 1.04% | 21,227 | -424 | -2.0% | -$3.90万 | 减仓 |
| FESM | FIDELITY COVINGTON TRUST | $193.18万 | 1.03% | 40,004 | 40,004 | — | $193.18万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $189.02万 | 1.01% | 5,336 | -1,142 | -17.6% | -$40.45万 | 减仓 |
| VO | VANGUARD INDEX FDS | $183.47万 | 0.98% | 22,772 | 22,772 | — | $183.47万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $183.00万 | 0.98% | 3,563 | 88 | 2.5% | $4.52万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $181.80万 | 0.97% | 1,575 | 375 | 31.2% | $43.29万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $177.66万 | 0.95% | 20,242 | -6,027 | -22.9% | -$52.90万 | 减仓 |
| TJX | TJX COS INC NEW | $171.44万 | 0.92% | 11,316 | 92 | 0.8% | $1.39万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $171.28万 | 0.92% | 6,744 | -354 | -5.0% | -$8.99万 | 减仓 |
| ACGL | ARCH CAP GROUP LTD | $170.74万 | 0.91% | 17,591 | 3,519 | 25.0% | $34.16万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $166.95万 | 0.89% | 2,874 | 59 | 2.1% | $3.43万 | 加仓 |
| META | META PLATFORMS INC | $159.41万 | 0.85% | 2,830 | 293 | 11.5% | $16.50万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $156.43万 | 0.84% | 4,587 | -131 | -2.8% | -$4.47万 | 减仓 |
| HD | HOME DEPOT INC | $155.04万 | 0.83% | 4,396 | -2,161 | -33.0% | -$76.21万 | 减仓 |
| AMGN | AMGEN INC | $154.70万 | 0.83% | 4,272 | -1,565 | -26.8% | -$56.67万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $146.68万 | 0.78% | 5,003 | -1,273 | -20.3% | -$37.32万 | 减仓 |
| ADI | ANALOG DEVICES INC | $146.20万 | 0.78% | 3,681 | -539 | -12.8% | -$21.41万 | 减仓 |
| FENI | FIDELITY COVINGTON TRUST | $145.45万 | 0.78% | 36,244 | 36,244 | — | $145.45万 | 新建仓 |
| EXPD | EXPEDITORS INTL WASH INC | $138.99万 | 0.74% | 8,528 | -186 | -2.1% | -$3.03万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $137.06万 | 0.73% | 3,163 | 254 | 8.7% | $11.01万 | 加仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $135.78万 | 0.73% | 18,044 | -15,955 | -46.9% | -$120.06万 | 减仓 |
| AMAT | APPLIED MATLS INC | $135.06万 | 0.72% | 1,868 | -380 | -16.9% | -$27.47万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $133.60万 | 0.71% | 2,670 | -70 | -2.6% | -$3.50万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $132.62万 | 0.71% | 2,777 | 195 | 7.6% | $9.31万 | 加仓 |
| NKE | NIKE INC | $119.21万 | 0.64% | 29,041 | 22,455 | 341.0% | $92.18万 | 加仓 |
| ECL | ECOLAB INC | $116.04万 | 0.62% | 4,165 | -3,172 | -43.2% | -$88.38万 | 减仓 |
| APH | AMPHENOL CORP | $115.79万 | 0.62% | 6,567 | -929 | -12.4% | -$16.38万 | 减仓 |
| DIS | DISNEY WALT CO | $112.17万 | 0.60% | 11,654 | -121 | -1.0% | -$1.16万 | 减仓 |
| WMB | WILLIAMS COS INC | $111.33万 | 0.59% | 14,976 | 9,576 | 177.3% | $71.19万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $109.64万 | 0.59% | 7,477 | -4,390 | -37.0% | -$64.37万 | 减仓 |
| MCO | MOODYS CORP | $107.07万 | 0.57% | 2,364 | -100 | -4.1% | -$4.53万 | 减仓 |
| RTX | RTX CORPORATION | $107.07万 | 0.57% | 5,643 | 1,188 | 26.7% | $22.54万 | 加仓 |
| SO | SOUTHERN CO | $106.00万 | 0.57% | 11,075 | -8,901 | -44.6% | -$85.19万 | 减仓 |
| FAST | FASTENAL CO | $102.78万 | 0.55% | 21,400 | -686 | -3.1% | -$3.29万 | 减仓 |
| MLN | VANECK ETF TRUST | $102.74万 | 0.55% | 57,782 | -18,980 | -24.7% | -$33.75万 | 减仓 |
| DPZ | DOMINOS PIZZA INC | $99.50万 | 0.53% | 3,361 | 85 | 2.6% | $2.52万 | 加仓 |
| MRK | MERCK & CO INC | $97.35万 | 0.52% | 7,576 | -2,850 | -27.3% | -$36.62万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $96.40万 | 0.52% | 21,192 | 21,192 | — | $96.40万 | 新建仓 |
| FELG | FIDELITY COVINGTON TRUST | $95.51万 | 0.51% | 21,830 | 21,830 | — | $95.51万 | 新建仓 |
| GLD | SPDR GOLD TR | $92.95万 | 0.50% | 2,523 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $90.39万 | 0.48% | 4,093 | -3,140 | -43.4% | -$69.34万 | 减仓 |
| HSY | HERSHEY CO | $88.27万 | 0.47% | 5,031 | -4,986 | -49.8% | -$87.48万 | 减仓 |
| MDT | MEDTRONIC PLC | $86.19万 | 0.46% | 11,017 | -9,274 | -45.7% | -$72.55万 | 减仓 |
| MCD | MCDONALDS CORP | $83.66万 | 0.45% | 3,095 | -2,606 | -45.7% | -$70.44万 | 减仓 |
| TFI | SPDR SERIES TRUST | $77.84万 | 0.42% | 16,996 | 0 | 0.0% | — | 不变 |
| NVR | NVR INC | $76.99万 | 0.41% | 113 | -3 | -2.6% | -$2.04万 | 减仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $75.10万 | 0.40% | 14,809 | 14,809 | — | $75.10万 | 新建仓 |
| CVS | CVS HEALTH CORP | $74.01万 | 0.40% | 7,154 | 2,793 | 64.0% | $28.89万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $71.44万 | 0.38% | 7,275 | 7,275 | — | $71.44万 | 新建仓 |
| ORCL | ORACLE CORP | $68.41万 | 0.37% | 4,668 | -897 | -16.1% | -$13.15万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $68.37万 | 0.37% | 3,408 | 1,277 | 59.9% | $25.62万 | 加仓 |
| LLY | ELI LILLY & CO | $68.01万 | 0.36% | 567 | -142 | -20.0% | -$17.03万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $65.55万 | 0.35% | 859 | -379 | -30.6% | -$28.92万 | 减仓 |
| IJH | ISHARES TR | $65.37万 | 0.35% | 8,478 | -1,776 | -17.3% | -$13.69万 | 减仓 |
| TFC | TRUIST FINL CORP | $65.08万 | 0.35% | 13,064 | -9,525 | -42.2% | -$47.45万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $63.34万 | 0.34% | 12,101 | 12,101 | — | $63.34万 | 新建仓 |
| URI | UNITED RENTALS INC | $62.65万 | 0.33% | 553 | -49 | -8.1% | -$5.55万 | 减仓 |
| HYLB | DBX ETF TR | $61.19万 | 0.33% | 16,754 | -12,941 | -43.6% | -$47.26万 | 减仓 |
| PYLD | PIMCO ETF TR | $60.58万 | 0.32% | 22,845 | 22,845 | — | $60.58万 | 新建仓 |
| HONA | HONEYWELL AEROSPACE INC | $59.91万 | 0.32% | 2,710 | 2,710 | — | $59.91万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $59.76万 | 0.32% | 870 | -262 | -23.1% | -$18.00万 | 减仓 |
| GNRC | GENERAC HLDGS INC | $57.86万 | 0.31% | 1,976 | -659 | -25.0% | -$19.30万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $57.84万 | 0.31% | 3,197 | 512 | 19.1% | $9.26万 | 加仓 |
| HON | HONEYWELL INTL INC | $57.63万 | 0.31% | 2,574 | -5,356 | -67.5% | -$119.92万 | 减仓 |
| FLDR | FIDELITY MERRIMACK STR TR | $56.44万 | 0.30% | 11,263 | 11,263 | — | $56.44万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $52.33万 | 0.28% | 1,285 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $52.14万 | 0.28% | 7,225 | -1,768 | -19.7% | -$12.76万 | 减仓 |
| LIN | LINDE PLC | $51.95万 | 0.28% | 1,001 | 490 | 95.9% | $25.43万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $51.16万 | 0.27% | 1,548 | -148 | -8.7% | -$4.89万 | 减仓 |
| AZN | ASTRAZENECA PLC | $49.93万 | 0.27% | 2,633 | 753 | 40.1% | $14.28万 | 加仓 |
| TSLA | TESLA INC | $49.50万 | 0.26% | 1,177 | 505 | 75.1% | $21.24万 | 加仓 |
| ROST | ROSS STORES INC | $47.98万 | 0.26% | 2,254 | -4,720 | -67.7% | -$100.47万 | 减仓 |
| ASML | ASML HLDG NV | $47.95万 | 0.26% | 241 | 1 | 0.4% | $1,989 | 加仓 |
| PFS | PROVIDENT FINL SVCS INC | $47.02万 | 0.25% | 19,888 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP | $45.29万 | 0.24% | 6,325 | 6,325 | — | $45.29万 | 新建仓 |
| UL | UNILEVER PLC | $45.21万 | 0.24% | 7,520 | 7,520 | — | $45.21万 | 新建仓 |
| GE | GE AEROSPACE | $44.66万 | 0.24% | 1,195 | 17 | 1.4% | $6,353 | 加仓 |