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Minneapolis Portfolio Management Group, LLC · 13F 持仓分析
期权收益计算器 机构排行

Minneapolis Portfolio Management Group, LLC

No.2681 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$10.55亿
环比变动 Q1 2026
+$1.13亿+12.0%
持仓股票数
34
新买入
2
加仓
8
减仓
21
清仓
1
持股不变
3
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
康宁GLW
5.49%7.43%$5,789.7万22.7万股$6,996.4万51.5万股-28.8万股-55.95%减仓
纽蒙特NEM
4.96%3.33%$5,228.8万56.0万股$3,136.1万29.0万股+27.0万股+93.24%加仓
POPULARBPOP
4.67%4.38%$4,932.6万30.0万股$4,124.6万30.7万股-6,978股-2.27%减仓
GeneracGNRC
4.66%3.61%$4,921.6万16.8万股$3,396.9万17.4万股-5,826股-3.35%减仓
思科CSCO
4.64%3.52%$4,892.8万41.7万股$3,318.9万42.8万股-1.1万股-2.62%减仓
TEREX NEWTEX
4.37%4.06%$4,615.4万63.8万股$3,822.6万64.7万股-9,222股-1.43%减仓
相干公司COHR
4.33%4.56%$4,568.1万11.6万股$4,292.6万18.0万股-6.4万股-35.74%减仓
迪尔DE
4.04%4.08%$4,264.7万6.7万股$3,840.7万6.8万股-950股-1.39%减仓
波音BA
4%4.17%$4,216.7万19.5万股$3,928.4万19.7万股-2,584股-1.31%减仓
卡特彼勒CAT
3.99%3.74%$4,207.0万4.0万股$3,524.9万5.0万股-1.0万股-20.60%减仓
IIBMIBM
3.71%3.66%$3,917.3万13.9万股$3,444.5万14.2万股-2,802股-1.97%减仓
甲骨文ORCL
3.7%3.38%$3,908.9万26.7万股$3,179.8万21.6万股+5.1万股+23.40%加仓
SIMON PPTY NEW COMSPG
3.53%3.49%$3,729.4万16.7万股$3,284.6万17.6万股-9,338股-5.30%减仓
派克汉尼汾PH
3.41%3.54%$3,597.7万3.7万股$3,332.4万3.7万股-442股-1.19%减仓
美国合众银行USB
3.33%3.22%$3,514.3万58.2万股$3,035.8万58.4万股-1,867股-0.32%减仓
CLOROX DELCLX
3.32%4.12%$3,506.4万36.7万股$3,879.6万37.4万股-6,980股-1.86%减仓
慧与HPEHPE
3.23%1.95%$3,412.9万75.7万股$1,832.8万77.0万股-1.3万股-1.72%减仓
贝克休斯BKR
3.18%4.04%$3,359.2万60.5万股$3,800.4万62.3万股-1.7万股-2.77%减仓
洛克希德马丁LMT
3.12%4.19%$3,297.2万6.5万股$3,944.9万6.5万股-550股-0.84%减仓
Q高通QCOM
2.95%2.29%$3,111.8万16.8万股$2,158.8万16.8万股+767股+0.46%加仓
加拿大太平洋堪萨斯城铁路CP
2.86%2.85%$3,017.2万34.8万股$2,683.4万34.1万股+7,068股+2.07%加仓
BWX科技BWXT
2.8%3.42%$2,958.7万15.2万股$3,221.0万15.8万股-5,514股-3.50%减仓
辉瑞PFE
2.78%3.6%$2,928.1万121.6万股$3,394.4万120.9万股+7,142股+0.59%加仓
欧特克ADSK
2.6%$2,741.6万14.1万股$00股+14.1万股新买入
捷迈邦美ZBH
2.39%2.74%$2,520.7万29.3万股$2,581.6万28.6万股+7,286股+2.55%加仓
德事隆TXT
2.27%2.41%$2,391.2万26.1万股$2,268.6万25.9万股+1,591股+0.61%加仓
优步UBER
2.24%2.44%$2,364.1万32.8万股$2,298.7万32.0万股+8,050股+2.52%加仓
TE CONNECTIVITY ORD SHSTEL
2.14%2.52%$2,258.1万11.2万股$2,370.1万11.3万股-1,387股-1.22%减仓
ZOETIS CL AZTS
0.62%2.49%$655.1万9.1万股$2,340.5万19.8万股-10.7万股-53.96%减仓
ORION S.A. COMOEC
0.47%0.57%$498.8万75.2万股$539.9万83.1万股-7.8万股-9.43%减仓
通用汽车GM
0.06%0.07%$66.4万8,610股$64.1万8,610股00.00%持仓不变
SSONY SPONSORED ADRSONY
0.05%0.06%$55.1万2.7万股$56.9万2.7万股00.00%持仓不变
NUTRIENNTR
0.04%0.05%$39.1万6,205股$46.8万6,205股00.00%持仓不变
HHONEYWELL AEROSPACE INCHONA
0.02%$26.0万1,175股$00股+1,175股新买入

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