13FBOX
MEANS INVESTMENT CO., INC. · 13F 持仓分析
期权收益计算器 机构排行

MEANS INVESTMENT CO., INC.

No.2301 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$13.24亿
环比变动 Q1 2026
+$1.76亿+15.4%
持仓股票数
198
新买入
11
加仓
87
减仓
93
清仓
6
持股不变
7
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
17.87%17.85%$2.37亿34.5万股$2.05亿34.3万股+1,668股+0.49%加仓
V先锋领航国际股票指数基金VEU
7.94%8.27%$1.05亿125.6万股$9,498.0万126.5万股-8,711股-0.69%减仓
I景顺交易所交易基金信托XLG
7.51%7.43%$9,947.9万162.5万股$8,533.4万156.4万股+6.0万股+3.86%加仓
苹果AAPL
6.46%6.57%$8,558.3万29.6万股$7,539.0万29.7万股-1,291股-0.43%减仓
英伟达NVDA
3.97%3.99%$5,257.3万26.3万股$4,578.8万26.3万股+200股+0.08%加仓
AAvantis·U SAVUV
3.63%3.79%$4,806.4万38.5万股$4,352.8万39.4万股-8,780股-2.23%减仓
亚马逊AMZN
3.39%3.48%$4,483.5万18.8万股$3,994.6万19.2万股-3,686股-1.92%减仓
VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK
3.13%3.07%$4,139.3万47.1万股$3,519.0万9.6万股+37.5万股+391.65%加仓
IiShares安硕·MORNINGSTAR MID-CAP ETFIMCB
2.97%3.14%$3,932.0万40.7万股$3,607.6万43.2万股-2.5万股-5.83%减仓
微软MSFT
2.81%3.37%$3,716.7万10.0万股$3,872.0万10.5万股-4,964股-4.75%减仓
AAlphabet Inc Class CGOOG
2.57%2.15%$3,404.4万9.6万股$2,463.2万8.6万股+1.0万股+12.21%加仓
S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV
2.05%2.06%$2,710.1万17.1万股$2,367.9万16.2万股+9,297股+5.76%加仓
J摩根大通交易所交易基金JBND
1.91%2.02%$2,534.0万47.4万股$2,322.3万43.2万股+4.2万股+9.67%加仓
泛林集团LRCX
1.81%1.05%$2,393.6万5.5万股$1,209.6万5.7万股-1,377股-2.43%减仓
J摩根大通交易所交易基金JPIE
1.75%$2,311.4万50.2万股$00股+50.2万股新买入
V先锋领航全球基金MGV
1.65%1.73%$2,181.8万13.3万股$1,981.6万13.7万股-3,225股-2.36%减仓
F富达·WISE ORIGIN BITCOIN FUNDFBTC
1.6%1.54%$2,118.6万41.5万股$1,762.7万29.9万股+11.6万股+38.98%加仓
摩根大通JPM
1.59%1.67%$2,098.9万6.4万股$1,916.7万6.5万股-1,037股-1.59%减仓
Meta平台META
1.3%1.58%$1,715.0万3.0万股$1,814.3万3.2万股-1,265股-3.99%减仓
VanEck ETF信托SMH
1.04%0.6%$1,383.5万2.1万股$689.2万1.8万股+3,117股+17.34%加仓
SSPDR行业精选信托XLF
0.98%0.97%$1,293.5万24.1万股$1,116.2万22.6万股+1.5万股+6.72%加仓
特斯拉TSLA
0.92%0.88%$1,214.0万2.9万股$1,014.0万2.7万股+1,587股+5.82%加仓
博通AVGO
0.82%0.74%$1,086.2万2.9万股$846.8万2.7万股+1,394股+5.10%加仓
伯克希尔哈撒韦BRK.B
0.76%0.85%$1,002.6万2.0万股$981.4万2.0万股-443股-2.16%减仓
帕兰提尔PLTR
0.75%1.07%$993.4万8.5万股$1,232.9万8.4万股+864股+1.03%加仓
PPIMCO太平洋投资管理ETFPYLD
0.7%0.47%$920.4万34.7万股$535.8万20.5万股+14.3万股+69.71%加仓
W.R.伯克利WRB
0.67%0.73%$892.2万12.6万股$837.2万12.6万股+186股+0.15%加仓
强生JNJ
0.54%0.46%$713.9万2.8万股$530.8万2.2万股+6,396股+29.46%加仓
雪佛龙CVX
0.51%0.74%$680.4万4.1万股$851.4万4.1万股-104股-0.25%减仓
谷歌AGOOGL
0.5%0.47%$668.3万1.9万股$539.7万1.9万股-67股-0.36%减仓
BBANK OF AMERBAC
0.5%0.5%$659.0万11.6万股$569.1万11.7万股-1,091股-0.93%减仓
V先锋领航白厅基金VYM
0.45%0.48%$596.2万3.8万股$556.3万3.8万股+169股+0.45%加仓
VisaV
0.44%0.48%$584.4万1.7万股$551.6万1.8万股-1,216股-6.66%减仓
艾伯维ABBV
0.44%0.44%$576.5万2.3万股$509.4万2.3万股-513股-2.19%减仓
礼来LLY
0.43%0.37%$566.8万4,726股$420.9万4,577股+149股+3.26%加仓
PHILIP MORRIS INTLPM
0.41%0.44%$548.1万3.0万股$505.3万3.1万股-265股-0.87%减仓
S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY
0.39%0.29%$514.0万7,308股$331.1万5,368股+1,940股+36.14%加仓
甲骨文ORCL
0.38%0.44%$504.7万3.4万股$500.5万3.4万股+416股+1.22%加仓
沃尔玛WMT
0.38%0.48%$499.8万4.4万股$554.6万4.5万股-498股-1.12%减仓
AMD超威AMD
0.37%0.07%$484.9万8,348股$84.3万4,146股+4,202股+101.35%加仓
美光科技MU
0.34%0.12%$445.8万3,862股$140.1万4,147股-285股-6.87%减仓
埃克森美孚XOM
0.33%0.49%$435.8万3.2万股$558.7万3.3万股-1,059股-3.22%减仓
高盛GS
0.33%0.32%$433.8万4,289股$362.3万4,282股+7股+0.16%加仓
IiShares安硕·U.S. MEDICAL DEVICES ETFIHI
0.3%0.41%$395.6万8.0万股$474.3万8.9万股-8,828股-9.93%减仓
宝洁PG
0.29%0.33%$384.4万2.6万股$383.4万2.7万股-328股-1.24%减仓
默沙东MRK
0.27%0.29%$359.6万2.8万股$337.1万2.8万股-43股-0.15%减仓
嘉信理财SCHW
0.27%0.33%$354.6万3.8万股$375.3万4.0万股-1,504股-3.77%减仓
TJXTJX
0.24%0.3%$323.5万2.1万股$340.7万2.1万股+19股+0.09%加仓
雷神技术RTX
0.24%0.27%$311.4万1.6万股$312.0万1.6万股+239股+1.48%加仓
IiShares安硕·S&P 100 ETFIWO
0.23%0.23%$309.0万8,447股$268.7万8,447股00.00%持仓不变

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