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 |
|---|---|---|---|---|---|---|---|---|
| UNP | UNION PAC CORP | $44.44万 | 0.24% | 1,634 | 1,634 | — | $44.44万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $43.39万 | 0.23% | 429 | 57 | 15.3% | $5.76万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $43.11万 | 0.23% | 3,644 | 3,644 | — | $43.11万 | 新建仓 |
| VTV | VANGUARD INDEX FDS | $42.58万 | 0.23% | 1,954 | 1,954 | — | $42.58万 | 新建仓 |
| PVAL | PUTNAM ETF TRUST | $42.04万 | 0.22% | 8,252 | 8,252 | — | $42.04万 | 新建仓 |
| NOC | NORTHROP GRUMMAN CORP | $40.29万 | 0.22% | 791 | -308 | -28.0% | -$15.69万 | 减仓 |
| PSA | PUBLIC STORAGE | $39.98万 | 0.21% | 1,256 | 1,256 | — | $39.98万 | 新建仓 |
| CMCSA | COMCAST CORP NEW | $39.40万 | 0.21% | 16,048 | 16,048 | — | $39.40万 | 新建仓 |
| MRSH | MARSH & MCLENNAN COS INC | $38.50万 | 0.21% | 2,310 | 2,310 | — | $38.50万 | 新建仓 |
| USB | US BANCORP | $37.82万 | 0.20% | 6,261 | -255 | -3.9% | -$1.54万 | 减仓 |
| NOW | SERVICENOW INC | $37.81万 | 0.20% | 3,808 | -2,240 | -37.0% | -$22.24万 | 减仓 |
| STRA | STRATEGIC ED INC | $36.28万 | 0.19% | 4,735 | -1,225 | -20.6% | -$9.39万 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $36.12万 | 0.19% | 4,150 | 98 | 2.4% | $8,530 | 加仓 |
| IJR | ISHARES TR | $35.70万 | 0.19% | 2,407 | -615 | -20.4% | -$9.12万 | 减仓 |
| QCOM | QUALCOMM INC | $35.29万 | 0.19% | 1,910 | -434 | -18.5% | -$8.02万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $34.32万 | 0.18% | 691 | -427 | -38.2% | -$21.21万 | 减仓 |
| BA | BOEING CO | $34.27万 | 0.18% | 1,583 | -372 | -19.0% | -$8.05万 | 减仓 |
| CRM | SALESFORCE INC | $34.14万 | 0.18% | 2,179 | -1,200 | -35.5% | -$18.80万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $33.84万 | 0.18% | 4,614 | 0 | 0.0% | — | 不变 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $33.75万 | 0.18% | 1,558 | 1,558 | — | $33.75万 | 新建仓 |
| VTRS | VIATRIS INC | $33.69万 | 0.18% | 21,218 | 5,679 | 36.5% | $9.02万 | 加仓 |
| HLN | HALEON PLC | $33.59万 | 0.18% | 36,003 | 36,003 | — | $33.59万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP | $32.91万 | 0.18% | 1,325 | -4 | -0.3% | -$993 | 减仓 |
| BX | BLACKSTONE INC | $31.90万 | 0.17% | 2,711 | 2,711 | — | $31.90万 | 新建仓 |
| SBUX | STARBUCKS CORP | $31.52万 | 0.17% | 3,084 | -1,236 | -28.6% | -$12.63万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $31.41万 | 0.17% | 1,920 | 1,920 | — | $31.41万 | 新建仓 |
| GEV | GE VERNOVA INC | $31.37万 | 0.17% | 267 | -7 | -2.6% | -$8,224 | 减仓 |
| BDX | BECTON DICKINSON & CO | $30.34万 | 0.16% | 2,005 | 2,005 | — | $30.34万 | 新建仓 |
| SLV | ISHARES SILVER TR | $30.08万 | 0.16% | 5,625 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $29.67万 | 0.16% | 1,325 | 1,325 | — | $29.67万 | 新建仓 |
| BKNG | BOOKING HOLDINGS INC | $29.64万 | 0.16% | 1,663 | 363 | 27.9% | $6.47万 | 加仓 |
| MGM | MGM RESORTS INTERNATIONAL | $29.48万 | 0.16% | 6,167 | 6,167 | — | $29.48万 | 新建仓 |
| MET | METLIFE INC | $29.19万 | 0.16% | 3,450 | 3,450 | — | $29.19万 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC | $28.64万 | 0.15% | 1,163 | 1,163 | — | $28.64万 | 新建仓 |
| BIL | SPDR SERIES TRUST | $28.56万 | 0.15% | 3,117 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $28.12万 | 0.15% | 1,100 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $28.08万 | 0.15% | 376 | -3 | -0.8% | -$2,240 | 减仓 |
| SRE | SEMPRA | $28.03万 | 0.15% | 3,023 | 3,023 | — | $28.03万 | 新建仓 |
| MO | ALTRIA GROUP INC | $27.97万 | 0.15% | 3,888 | 0 | 0.0% | — | 不变 |
| FE | FIRSTENERGY CORP | $27.72万 | 0.15% | 5,830 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $27.59万 | 0.15% | 2,184 | -318 | -12.7% | -$4.02万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $27.22万 | 0.15% | 3,354 | 0 | 0.0% | — | 不变 |
| FANG | DIAMONDBACK ENERGY INC | $27.19万 | 0.15% | 1,547 | -863 | -35.8% | -$15.17万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $26.81万 | 0.14% | 812 | 812 | — | $26.81万 | 新建仓 |
| T | AT&T INC | $26.77万 | 0.14% | 12,932 | -704 | -5.2% | -$1.46万 | 减仓 |
| DE | DEERE & CO | $26.26万 | 0.14% | 414 | 414 | — | $26.26万 | 新建仓 |
| WEC | WEC ENERGY GROUP INC | $25.69万 | 0.14% | 2,200 | 0 | 0.0% | — | 不变 |
| BNDX | VANGUARD CHARLOTTE FDS | $25.38万 | 0.14% | 5,240 | -2,994 | -36.4% | -$14.50万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $25.30万 | 0.14% | 6,122 | 6,122 | — | $25.30万 | 新建仓 |
| IGLB | ISHARES TR | $25.30万 | 0.14% | 5,055 | -3,654 | -42.0% | -$18.28万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $25.05万 | 0.13% | 5,917 | -1,367 | -18.8% | -$5.79万 | 减仓 |
| SNOW | SNOWFLAKE INC | $24.66万 | 0.13% | 969 | 969 | — | $24.66万 | 新建仓 |
| CB | CHUBB LIMITED | $24.36万 | 0.13% | 715 | 715 | — | $24.36万 | 新建仓 |
| TMUS | T-MOBILE US INC | $24.30万 | 0.13% | 1,449 | 1,449 | — | $24.30万 | 新建仓 |
| BSV | VANGUARD BD INDEX FDS | $24.15万 | 0.13% | 3,100 | -1,697 | -35.4% | -$13.22万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $23.97万 | 0.13% | 522 | -213 | -29.0% | -$9.78万 | 减仓 |
| VMC | VULCAN MATLS CO | $23.42万 | 0.13% | 794 | 794 | — | $23.42万 | 新建仓 |
| TD | TORONTO DOMINION BK ONT | $22.95万 | 0.12% | 1,890 | 1,890 | — | $22.95万 | 新建仓 |
| XYL | XYLEM INC | $22.92万 | 0.12% | 1,939 | -860 | -30.7% | -$10.17万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $22.26万 | 0.12% | 536 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $21.94万 | 0.12% | 2,655 | 96 | 3.8% | $7,933 | 加仓 |
| ACWI | ISHARES TR | $21.82万 | 0.12% | 1,390 | 1,390 | — | $21.82万 | 新建仓 |
| WM | WASTE MGMT INC DEL | $21.57万 | 0.12% | 968 | 968 | — | $21.57万 | 新建仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $21.54万 | 0.12% | 323 | 323 | — | $21.54万 | 新建仓 |
| CSCO | CISCO SYS INC | $21.37万 | 0.11% | 1,819 | -775 | -29.9% | -$9.10万 | 减仓 |
| PWR | QUANTA SVCS INC | $20.59万 | 0.11% | 286 | 286 | — | $20.59万 | 新建仓 |
| TMQ | TRILOGY METALS INC NEW | $6.25万 | 0.03% | 17,795 | 17,795 | — | $6.25万 | 新建仓 |
| — | REDWOOD TRUST INC | $5.05万 | 0.03% | 50,000 | 0 | 0.0% | — | 不变 |
| GSM | FERROGLOBE PLC | $4.86万 | 0.03% | 15,275 | 15,275 | — | $4.86万 | 新建仓 |
| CMI | CUMMINS INC | $0 | 0.00% | 0 | -1,506 | -100.0% | -$81.03万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -2,478 | -100.0% | -$49.14万 | 清仓 |
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -2,683 | -100.0% | -$31.72万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -707 | -100.0% | -$30.57万 | 清仓 |
| — | AIR LEASE CORP | $0 | 0.00% | 0 | -4,360 | -100.0% | -$28.31万 | 清仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $0 | 0.00% | 0 | -8,114 | -100.0% | -$25.97万 | 清仓 |
| NEM | NEWMONT CORP | $0 | 0.00% | 0 | -2,250 | -100.0% | -$24.36万 | 清仓 |
| BAC | BANK AMERICA CORP | $0 | 0.00% | 0 | -4,741 | -100.0% | -$23.11万 | 清仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $0 | 0.00% | 0 | -450 | -100.0% | -$21.36万 | 清仓 |
| ALB | ALBEMARLE CORP | $0 | 0.00% | 0 | -1,130 | -100.0% | -$20.29万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -831 | -100.0% | -$20.20万 | 清仓 |