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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $1,390.79万 | 8.27% | 54,801 | -4,035 | -6.9% | -$102.40万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $699.78万 | 4.16% | 109,204 | -1,096 | -1.0% | -$7.02万 | 减仓 |
| MSFT | MICROSOFT CORP | $559.88万 | 3.33% | 15,125 | -223 | -1.5% | -$8.25万 | 减仓 |
| V | VISA INC | $470.59万 | 2.80% | 15,570 | 395 | 2.6% | $11.94万 | 加仓 |
| GOOGL | ALPHABET INC | $442.50万 | 2.63% | 15,388 | 165 | 1.1% | $4.74万 | 加仓 |
| — | EXXON MOBIL CORP | $378.73万 | 2.25% | 22,323 | -1,401 | -5.9% | -$23.77万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $366.29万 | 2.18% | 67,768 | -101 | -0.1% | -$5,459 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $321.87万 | 1.91% | 10,942 | -865 | -7.3% | -$25.44万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $302.97万 | 1.80% | 17,372 | 190 | 1.1% | $3.31万 | 加仓 |
| AZO | AUTOZONE INC | $293.53万 | 1.74% | 869 | -13 | -1.5% | -$4.39万 | 减仓 |
| WMT | WALMART INC | $281.35万 | 1.67% | 22,638 | -1,722 | -7.1% | -$21.40万 | 减仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $270.23万 | 1.61% | 117,594 | -1,062 | -0.9% | -$2.44万 | 减仓 |
| AMZN | AMAZON COM INC | $264.27万 | 1.57% | 12,689 | 696 | 5.8% | $14.50万 | 加仓 |
| KO | COCA COLA CO | $261.83万 | 1.56% | 34,428 | -2,450 | -6.6% | -$18.63万 | 减仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $254.04万 | 1.51% | 33,999 | -809 | -2.3% | -$6.04万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $243.99万 | 1.45% | 26,269 | -2,401 | -8.4% | -$22.30万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $243.21万 | 1.45% | 8,988 | 1,730 | 23.8% | $46.81万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $235.17万 | 1.40% | 9,702 | -43 | -0.4% | -$1.04万 | 减仓 |
| MS | MORGAN STANLEY | $230.35万 | 1.37% | 13,997 | -1,325 | -8.6% | -$21.81万 | 减仓 |
| PGR | PROGRESSIVE CORP | $226.23万 | 1.34% | 11,412 | 860 | 8.2% | $17.05万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $222.34万 | 1.32% | 6,478 | -584 | -8.3% | -$20.04万 | 减仓 |
| IVV | ISHARES TR | $216.47万 | 1.29% | 3,314 | -44 | -1.3% | -$2.87万 | 减仓 |
| HD | HOME DEPOT INC | $215.65万 | 1.28% | 6,557 | -475 | -6.8% | -$15.62万 | 减仓 |
| CME | CME GROUP INC | $213.63万 | 1.27% | 7,233 | -697 | -8.8% | -$20.59万 | 减仓 |
| HSY | HERSHEY CO | $208.24万 | 1.24% | 10,017 | -1,130 | -10.1% | -$23.49万 | 减仓 |
| AMGN | AMGEN INC | $205.37万 | 1.22% | 5,837 | -579 | -9.0% | -$20.37万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $199.86万 | 1.19% | 21,651 | -324 | -1.5% | -$2.99万 | 减仓 |
| ABBV | ABBVIE INC | $195.91万 | 1.16% | 9,008 | 8 | 0.1% | $1,740 | 加仓 |
| ECL | ECOLAB INC | $195.18万 | 1.16% | 7,337 | -602 | -7.6% | -$16.01万 | 减仓 |
| SO | SOUTHERN CO | $192.81万 | 1.15% | 19,976 | -2,048 | -9.3% | -$19.77万 | 减仓 |
| TXN | TEXAS INSTRS INC | $189.83万 | 1.13% | 9,778 | -322 | -3.2% | -$6.25万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $182.31万 | 1.08% | 6,276 | -569 | -8.3% | -$16.53万 | 减仓 |
| TJX | TJX COS INC NEW | $179.25万 | 1.07% | 11,224 | -22 | -0.2% | -$3,513 | 减仓 |
| — | HONEYWELL INTL INC | $179.24万 | 1.07% | 7,930 | -759 | -8.7% | -$17.16万 | 减仓 |
| MCD | MCDONALDS CORP | $177.18万 | 1.05% | 5,701 | -573 | -9.1% | -$17.81万 | 减仓 |
| MDT | MEDTRONIC PLC | $175.82万 | 1.04% | 20,291 | -2,153 | -9.6% | -$18.66万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $173.63万 | 1.03% | 3,475 | -30 | -0.9% | -$1.50万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $173.50万 | 1.03% | 7,098 | -453 | -6.0% | -$11.07万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $171.41万 | 1.02% | 11,867 | -738 | -5.9% | -$10.66万 | 减仓 |
| ROST | ROSS STORES INC | $151.08万 | 0.90% | 6,974 | -5,532 | -44.2% | -$119.84万 | 减仓 |
| META | META PLATFORMS INC | $145.15万 | 0.86% | 2,537 | 259 | 11.4% | $14.82万 | 加仓 |
| AVGO | BROADCOM INC | $143.98万 | 0.86% | 4,652 | 429 | 10.2% | $13.28万 | 加仓 |
| ACGL | ARCH CAP GROUP LTD | $135.08万 | 0.80% | 14,072 | 317 | 2.3% | $3.04万 | 加仓 |
| ADI | ANALOG DEVICES INC | $134.26万 | 0.80% | 4,220 | -45 | -1.1% | -$1.43万 | 减仓 |
| MLN | VANECK ETF TRUST | $133.87万 | 0.80% | 76,762 | -1,239 | -1.6% | -$2.16万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $131.30万 | 0.78% | 2,740 | 342 | 14.3% | $16.39万 | 加仓 |
| MRK | MERCK & CO INC | $125.41万 | 0.75% | 10,426 | -1,110 | -9.6% | -$13.35万 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $124.81万 | 0.74% | 8,714 | -145 | -1.6% | -$2.08万 | 减仓 |
| DPZ | DOMINOS PIZZA INC | $117.54万 | 0.70% | 3,276 | -51 | -1.5% | -$1.83万 | 减仓 |
| DIS | DISNEY WALT CO | $113.49万 | 0.67% | 11,775 | -199 | -1.7% | -$1.92万 | 减仓 |
| GLD | SPDR GOLD TR | $108.57万 | 0.65% | 2,523 | 323 | 14.7% | $13.90万 | 加仓 |
| MCO | MOODYS CORP | $107.49万 | 0.64% | 2,464 | -70 | -2.8% | -$3.05万 | 减仓 |
| HYLB | DBX ETF TR | $107.38万 | 0.64% | 29,695 | -1,259 | -4.1% | -$4.55万 | 减仓 |
| TFC | TRUIST FINL CORP | $103.84万 | 0.62% | 22,589 | -2,293 | -9.2% | -$10.54万 | 减仓 |
| FAST | FASTENAL CO | $102.48万 | 0.61% | 22,086 | -374 | -1.7% | -$1.74万 | 减仓 |
| APH | AMPHENOL CORP | $94.71万 | 0.56% | 7,496 | -144 | -1.9% | -$1.82万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $87.26万 | 0.52% | 2,582 | -119 | -4.4% | -$4.02万 | 减仓 |
| RTX | RTX CORPORATION | $85.94万 | 0.51% | 4,455 | 55 | 1.2% | $1.06万 | 加仓 |
| ORCL | ORACLE CORP | $81.87万 | 0.49% | 5,565 | -34 | -0.6% | -$5,002 | 减仓 |
| CMI | CUMMINS INC | $81.03万 | 0.48% | 1,506 | -2,162 | -58.9% | -$116.32万 | 减仓 |
| TFI | SPDR SERIES TRUST | $77.06万 | 0.46% | 16,996 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $76.83万 | 0.46% | 2,248 | 63 | 2.9% | $2.15万 | 加仓 |
| NVR | NVR INC | $76.44万 | 0.45% | 116 | -3 | -2.5% | -$1.98万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $75.64万 | 0.45% | 4,718 | 100 | 2.2% | $1.60万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $74.98万 | 0.45% | 1,099 | -1 | -0.1% | -$682 | 减仓 |
| IJH | ISHARES TR | $69.25万 | 0.41% | 10,254 | -149 | -1.4% | -$1.01万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $67.65万 | 0.40% | 1,132 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $65.21万 | 0.39% | 709 | -2 | -0.3% | -$1,840 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $64.69万 | 0.38% | 8,993 | -34 | -0.4% | -$2,446 | 减仓 |
| NOW | SERVICENOW INC | $63.23万 | 0.38% | 6,048 | -397 | -6.2% | -$4.15万 | 减仓 |
| CRM | SALESFORCE INC | $63.08万 | 0.37% | 3,379 | -188 | -5.3% | -$3.51万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $62.15万 | 0.37% | 2,909 | 10 | 0.3% | $2,137 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $57.27万 | 0.34% | 2,815 | -76 | -2.6% | -$1.55万 | 减仓 |
| SPGI | S&P GLOBAL INC | $54.66万 | 0.32% | 1,285 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $51.66万 | 0.31% | 1,801 | 164 | 10.0% | $4.70万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $51.57万 | 0.31% | 1,696 | -24 | -1.4% | -$7,298 | 减仓 |
| GNRC | GENERAC HLDGS INC | $51.47万 | 0.31% | 2,635 | -64 | -2.4% | -$1.25万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $49.92万 | 0.30% | 1,118 | -33 | -2.9% | -$1.47万 | 减仓 |
| STRA | STRATEGIC ED INC | $49.44万 | 0.29% | 5,960 | -2,500 | -29.6% | -$20.74万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $49.14万 | 0.29% | 2,478 | -289 | -10.4% | -$5.73万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $48.33万 | 0.29% | 1,238 | -57 | -4.4% | -$2.23万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $47.67万 | 0.28% | 2,410 | -97 | -3.9% | -$1.92万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $44.39万 | 0.26% | 2,685 | -334 | -11.1% | -$5.52万 | 减仓 |
| URI | UNITED RENTALS INC | $43.86万 | 0.26% | 602 | 0 | 0.0% | — | 不变 |
| IGLB | ISHARES TR | $43.22万 | 0.26% | 8,709 | -677 | -7.2% | -$3.36万 | 减仓 |
| PFS | PROVIDENT FINL SVCS INC | $42.08万 | 0.25% | 19,888 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $40.54万 | 0.24% | 1,200 | 0 | 0.0% | — | 不变 |
| BNDX | VANGUARD CHARLOTTE FDS | $39.56万 | 0.24% | 8,234 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $39.53万 | 0.23% | 13,636 | -143 | -1.0% | -$4,146 | 减仓 |
| WMB | WILLIAMS COS INC | $39.30万 | 0.23% | 5,400 | 377 | 7.5% | $2.74万 | 加仓 |
| BA | BOEING CO | $38.91万 | 0.23% | 1,955 | 47 | 2.5% | $9,354 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $38.88万 | 0.23% | 2,131 | 1,139 | 114.8% | $20.78万 | 加仓 |
| SBUX | STARBUCKS CORP | $38.70万 | 0.23% | 4,320 | -55 | -1.3% | -$4,927 | 减仓 |
| SLV | ISHARES SILVER TR | $38.33万 | 0.23% | 5,625 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $37.61万 | 0.22% | 4,797 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $37.57万 | 0.22% | 3,022 | -44 | -1.4% | -$5,470 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $37.11万 | 0.22% | 1,329 | -32 | -2.4% | -$8,936 | 减仓 |
| AZN | ASTRAZENECA PLC | $37.08万 | 0.22% | 1,880 | 1,880 | — | $37.08万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $36.57万 | 0.22% | 7,284 | 81 | 1.1% | $4,066 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $35.64万 | 0.21% | 735 | 66 | 9.9% | $3.20万 | 加仓 |