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 |
|---|---|---|---|---|---|---|---|---|
| GILD | GILEAD SCIENCES INC | $34.87万 | 0.21% | 2,502 | 42 | 1.7% | $5,854 | 加仓 |
| NKE | NIKE INC | $34.79万 | 0.21% | 6,586 | -267 | -3.9% | -$1.41万 | 减仓 |
| USB | US BANCORP | $33.89万 | 0.20% | 6,516 | 6,516 | — | $33.89万 | 新建仓 |
| XYL | XYLEM INC | $33.45万 | 0.20% | 2,799 | -78 | -2.7% | -$9,321 | 减仓 |
| GE | GE AEROSPACE | $33.43万 | 0.20% | 1,178 | -41 | -3.4% | -$1.16万 | 减仓 |
| ZTS | ZOETIS INC | $31.72万 | 0.19% | 2,683 | -27 | -1.0% | -$3,192 | 减仓 |
| ASML | ASML HLDG NV | $31.70万 | 0.19% | 240 | 8 | 3.4% | $1.06万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $31.47万 | 0.19% | 372 | 20 | 5.7% | $1.69万 | 加仓 |
| CVS | CVS HEALTH CORP | $31.32万 | 0.19% | 4,361 | 4,361 | — | $31.32万 | 新建仓 |
| INTU | INTUIT | $30.57万 | 0.18% | 707 | -29 | -3.9% | -$1.25万 | 减仓 |
| QCOM | QUALCOMM INC | $30.19万 | 0.18% | 2,344 | -54 | -2.3% | -$6,954 | 减仓 |
| FE | FIRSTENERGY CORP | $29.53万 | 0.18% | 5,830 | 0 | 0.0% | — | 不变 |
| BIL | SPDR SERIES TRUST | $28.56万 | 0.17% | 3,117 | -288 | -8.5% | -$2.64万 | 减仓 |
| — | AIR LEASE CORP | $28.31万 | 0.17% | 4,360 | 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 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $27.15万 | 0.16% | 3,354 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $26.86万 | 0.16% | 1,100 | 1,100 | — | $26.86万 | 新建仓 |
| CARR | CARRIER GLOBAL CORPORATION | $25.98万 | 0.15% | 4,614 | 78 | 1.7% | $4,392 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $25.97万 | 0.15% | 8,114 | -1,317 | -14.0% | -$4.22万 | 减仓 |
| MO | ALTRIA GROUP INC | $25.66万 | 0.15% | 3,888 | -300 | -7.2% | -$1.98万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $25.47万 | 0.15% | 2,200 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $25.33万 | 0.15% | 511 | 21 | 4.3% | $1.04万 | 加仓 |
| TSLA | TESLA INC | $24.98万 | 0.15% | 672 | 95 | 16.5% | $3.53万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $24.65万 | 0.15% | 379 | -208 | -35.4% | -$13.53万 | 减仓 |
| NEM | NEWMONT CORP | $24.36万 | 0.14% | 2,250 | 2,250 | — | $24.36万 | 新建仓 |
| GEV | GE VERNOVA INC | $23.92万 | 0.14% | 274 | 274 | — | $23.92万 | 新建仓 |
| MSI | MOTOROLA SOLUTIONS INC | $23.26万 | 0.14% | 536 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $23.11万 | 0.14% | 4,741 | -429 | -8.3% | -$2.09万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $21.89万 | 0.13% | 52 | 1 | 2.0% | $4,210 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $21.36万 | 0.13% | 450 | 450 | — | $21.36万 | 新建仓 |
| VTRS | VIATRIS INC | $20.99万 | 0.12% | 15,539 | 15,539 | — | $20.99万 | 新建仓 |
| WFC | WELLS FARGO & CO | $20.37万 | 0.12% | 2,559 | 2,559 | — | $20.37万 | 新建仓 |
| ALB | ALBEMARLE CORP | $20.29万 | 0.12% | 1,130 | 1,130 | — | $20.29万 | 新建仓 |
| ADBE | ADOBE INC | $20.20万 | 0.12% | 831 | -17 | -2.0% | -$4,132 | 减仓 |
| CSCO | CISCO SYS INC | $20.13万 | 0.12% | 2,594 | -122 | -4.5% | -$9,466 | 减仓 |
| — | REDWOOD TRUST INC | $5.05万 | 0.03% | 50,000 | 0 | 0.0% | — | 不变 |
| — | 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 |