Mendel Capital Management LLC 13F 持仓 · 2026年Q2
Mendel Capital Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 99 只证券，申报市值合计 2.22 亿美元。前几大持仓：XLK（12.47%）、IYW（9.62%）、SCHD（6.92%）。本季前 25 大持仓中：增持 9 只、减持 16 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | XLK | SELECT SECTOR SPDR TR | $27.7M | 12.47% | 145,442 | 减持 |
| 2 | IYW | ISHARES TR | $21.4M | 9.62% | 84,767 | 减持 |
| 3 | SCHD | SCHWAB STRATEGIC TR | $15.4M | 6.92% | 484,713 | 减持 |
| 4 | VOO | VANGUARD INDEX FDS | $15.2M | 6.84% | 22,115 | 减持 |
| 5 | VIG | VANGUARD SPECIALIZED FUNDS | $14.2M | 6.41% | 60,179 | 减持 |
| 6 | AAPL | APPLE INC | $7.5M | 3.37% | 25,860 | 减持 |
| 7 | AKRE | PROFESIONALLY MANAGED PORTFO | $6.9M | 3.09% | 128,936 | 减持 |
| 8 | WMT | WALMART INC | $6.1M | 2.72% | 53,450 | 增持 |
| 9 | DVY | ISHARES TR | $5.7M | 2.56% | 36,386 | 减持 |
| 10 | TDV | PROSHARES TR | $4.8M | 2.18% | 46,649 | 减持 |
| 11 | FNDF | SCHWAB STRATEGIC TR | $4.4M | 1.98% | 83,364 | 增持 |
| 12 | MSFT | MICROSOFT CORP | $4.0M | 1.80% | 10,694 | 减持 |
| 13 | VEA | VANGUARD TAX-MANAGED FDS | $3.6M | 1.60% | 49,864 | 增持 |
| 14 | IVOG | VANGUARD ADMIRAL FDS INC | $3.3M | 1.49% | 22,611 | 增持 |
| 15 | JPM | JPMORGAN CHASE & CO | $3.0M | 1.34% | 9,065 | 减持 |
| 16 | EFG | ISHARES TR | $2.9M | 1.32% | 23,618 | 增持 |
| 17 | IBM | INTERNATIONAL BUSINESS MACHS | $2.7M | 1.23% | 9,687 | 减持 |
| 18 | PH | PARKER-HANNIFIN CORP | $2.4M | 1.10% | 2,503 | 减持 |
| 19 | NVDA | NVIDIA CORPORATION | $2.3M | 1.04% | 11,594 | 增持 |
| 20 | SCHA | SCHWAB STRATEGIC TR | $2.1M | 0.96% | 58,861 | 减持 |
| 21 | JNJ | JOHNSON & JOHNSON | $2.1M | 0.95% | 8,308 | 减持 |
| 22 | ESGU | ISHARES TR | $2.1M | 0.93% | 12,652 | 增持 |
| 23 | GWW | WW GRAINGER INC | $2.1M | 0.93% | 1,516 | 减持 |
| 24 | ABBV | ABBVIE INC | $2.0M | 0.90% | 7,949 | 增持 |
| 25 | AMGN | AMGEN INC | $1.9M | 0.85% | 5,227 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR