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Merrithew & Thorsten Inc · 13F 持仓分析
期权收益计算器 机构排行

Merrithew & Thorsten Inc

No.8859 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.17亿
环比变动 Q1 2026
+$1,140.5万+10.8%
持仓股票数
105
新买入
2
加仓
49
减仓
10
清仓
7
持股不变
44
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
V先锋领航指数基金VOO
24.99%24.4%$2,934.6万4.3万股$2,587.1万4.3万股-567股-1.31%减仓
I景顺QQQ信托VOO
17.64%15.32%$2,072.4万2.8万股$1,624.1万2.8万股+4股+0.01%加仓
PIMCO CORPORATE & INCOMEPTY
15.29%17.32%$1,795.9万149.3万股$1,836.8万152.3万股-3.0万股-1.99%减仓
苹果AAPL
8.95%8.85%$1,051.3万3.6万股$938.5万3.7万股-651股-1.76%减仓
V先锋领航全球基金VCR
6.26%6.52%$735.8万1.9万股$690.9万1.9万股-692股-3.60%减仓
V先锋领航全球基金VDC
5.04%5.58%$591.7万2.6万股$591.3万2.6万股-90股-0.34%减仓
PPROLOGIS COMPLD
4.98%5.51%$584.7万4.3万股$584.7万4.4万股-1,078股-2.44%减仓
REALTY INCOME COMO
2.02%2.25%$236.7万3.8万股$238.5万3.9万股-794股-2.04%减仓
甲骨文ORCL
1.71%1.96%$200.4万1.4万股$208.1万1.4万股-475股-3.36%减仓
谷歌AGOOGL
1.58%1.4%$185.1万5,179股$148.8万5,176股+3股+0.06%加仓
卡特彼勒CAT
1.48%1.09%$173.7万1,631股$115.4万1,628股+3股+0.18%加仓
AAlphabet Inc Class CGOOG
1.47%1.32%$172.5万4,883股$139.9万4,880股+3股+0.06%加仓
V先锋领航指数基金VB
1.08%1.04%$127.1万4,194股$109.8万4,194股00.00%持仓不变
鲍尔公司BALL
0.55%0.58%$64.9万1.0万股$61.2万1.0万股+37股+0.36%加仓
Q高通QCOM
0.54%0.41%$63.5万3,434股$44.0万3,418股+16股+0.47%加仓
微软MSFT
0.5%0.55%$59.3万1,590股$58.7万1,586股+4股+0.25%加仓
SSPDR标普500 ETFSPY
0.41%0.39%$47.9万642股$41.6万640股+2股+0.31%加仓
SEMPRA COMSRE
0.34%0.4%$40.3万4,350股$41.9万4,321股+29股+0.67%加仓
亚马逊AMZN
0.33%0.32%$39.1万1,640股$34.1万1,640股00.00%持仓不变
好市多COST
0.32%0.37%$37.1万397股$39.5万397股00.00%持仓不变
奎斯特诊断DGX
0.32%0.32%$37.0万1,748股$34.1万1,740股+8股+0.46%加仓
SPROUTS FMRS MKTSFM
0.29%0.29%$34.0万4,020股$31.0万4,020股00.00%持仓不变
V先锋领航·MIDVO
0.28%0.28%$32.9万4,080股$29.2万1,020股+3,060股+300.00%加仓
Phillips 66PSX
0.27%0.32%$31.9万1,889股$34.1万1,876股+13股+0.69%加仓
CALAMOS CONV & HIGH INCOME FCHY
0.26%0.23%$30.3万2.2万股$24.2万2.2万股+1股+0.00%加仓
美高梅MGM
0.24%0.21%$28.2万5,897股$21.8万5,897股00.00%持仓不变
V先锋领航·SMALLVBR
0.23%0.23%$27.6万1,135股$24.5万1,130股+5股+0.44%加仓
VertivVRT
0.22%0.18%$25.3万757股$18.9万757股00.00%持仓不变
B纽约梅隆银行BK
0.19%0.17%$22.0万1,524股$18.0万1,524股00.00%持仓不变
英伟达NVDA
0.14%0.13%$16.0万801股$13.9万800股+1股+0.13%加仓
思科CSCO
0.14%0.1%$15.9万1,355股$10.4万1,349股+6股+0.44%加仓
V先锋领航指数基金VUG
0.13%0.12%$15.6万1,809股$13.1万301股+1,508股+501.00%加仓
F富达·MSCI INFORMATION TECHNOLOGY INDEX ETFFTEC
0.1%0.08%$11.5万402股$8.3万401股+1股+0.25%加仓
DDimensional维度·U.S. EQUITY MARKET ETFDFUS
0.1%0.09%$11.4万1,387股$9.8万1,384股+3股+0.22%加仓
SYNCHRONY FINANCIAL COMSYF
0.09%0.09%$11.1万1,461股$9.8万1,455股+6股+0.41%加仓
万事达MA
0.09%0.1%$11.1万216股$10.7万215股+1股+0.47%加仓
台积电TSM
0.08%0.07%$9.8万205股$6.9万205股00.00%持仓不变
MMARSH & MCLENNAN COS COMMRSH
0.07%0.07%$7.7万463股$7.9万460股+3股+0.65%加仓
I景顺交易所交易基金信托PPA
0.06%0.07%$7.5万427股$7.0万426股+1股+0.23%加仓
伯克希尔哈撒韦BRK.B
0.06%0.07%$7.5万150股$7.1万150股00.00%持仓不变
NETFLIXNFLX
0.06%0.09%$7.4万1,040股$9.9万1,040股00.00%持仓不变
IiShares安硕信托IWD
0.06%0.06%$7.4万306股$6.5万305股+1股+0.33%加仓
强生JNJ
0.06%0.07%$7.3万289股$7.0万288股+1股+0.35%加仓
RRB GLOBALRBA
0.06%0.05%$7.0万600股$5.7万600股00.00%持仓不变
NORTHROP GRUMMAN COMNOC
0.06%0.09%$6.9万135股$9.1万134股+1股+0.75%加仓
G通用动力VTI
0.05%0.05%$6.3万171股$5.4万170股+1股+0.59%加仓
特斯拉TSLA
0.05%0.04%$5.3万126股$4.6万126股00.00%持仓不变
Meta平台META
0.04%0.04%$4.5万79股$4.5万79股00.00%持仓不变
摩根大通JPM
0.03%0.03%$4.1万125股$3.6万124股+1股+0.81%加仓
LIGAND PHARMACEUTICALSLGND
0.03%0.02%$4.1万129股$2.5万129股00.00%持仓不变

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