Mendel Money Management 13F 持仓 · 2026年Q2
Mendel Money Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 127 只证券，申报市值合计 2.73 亿美元。前几大持仓：PANW（3.71%）、MSFT（3.46%）、AMZN（3.42%）。本季前 25 大持仓中：增持 14 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | PANW | PALO ALTO NETWORKS INC | $10.1M | 3.71% | 29,709 | 减持 |
| 2 | MSFT | MICROSOFT CORP | $9.5M | 3.46% | 25,357 | 增持 |
| 3 | AMZN | AMAZON COM INC | $9.4M | 3.42% | 39,230 | 增持 |
| 4 | GOOG | ALPHABET INC | $7.9M | 2.90% | 22,435 | 减持 |
| 5 | GEV | GE VERNOVA INC | $7.5M | 2.75% | 6,392 | 减持 |
| 6 | TMO | THERMO FISHER SCIENTIFIC INC | $7.3M | 2.67% | 14,571 | 增持 |
| 7 | V | VISA INC | $6.9M | 2.52% | 20,088 | 增持 |
| 8 | AME | AMETEK INC | $6.7M | 2.45% | 27,633 | 增持 |
| 9 | LIN | LINDE PLC | $6.4M | 2.33% | 12,245 | 增持 |
| 10 | RTX | RTX CORPORATION | $5.8M | 2.14% | 30,833 | 增持 |
| 11 | AVGO | BROADCOM INC | $5.8M | 2.11% | 15,244 | 增持 |
| 12 | PWR | QUANTA SVCS INC | $5.8M | 2.11% | 8,015 | 增持 |
| 13 | DHR | DANAHER CORP DEL | $5.7M | 2.08% | 29,778 | 增持 |
| 14 | APH | AMPHENOL CORP | $5.6M | 2.05% | 31,828 | 增持 |
| 15 | IBM | INTERNATIONAL BUSINESS MACHS | $5.5M | 2.01% | 19,482 | 减持 |
| 16 | MRVL | MARVELL TECHNOLOGY INC | $5.5M | 2.00% | 18,332 | 减持 |
| 17 | GOOGL | ALPHABET INC | $5.1M | 1.85% | 14,135 | 减持 |
| 18 | LFUS | LITTELFUSE INC | $4.5M | 1.65% | 9,901 | 减持 |
| 19 | DRSK | ETF SER SOLUTIONS | $4.4M | 1.63% | 154,633 | 增持 |
| 20 | AAPL | APPLE INC | $4.3M | 1.58% | 14,873 | 减持 |
| 21 | ACIO | ETF SER SOLUTIONS | $4.3M | 1.57% | 92,681 | 增持 |
| 22 | NXPI | NXP SEMICONDUCTORS N V | $4.1M | 1.51% | 14,690 | 减持 |
| 23 | KEYS | KEYSIGHT TECHNOLOGIES INC | $4.1M | 1.49% | 11,661 | 减持 |
| 24 | JAAA | JANUS DETROIT STR TR | $4.0M | 1.46% | 78,972 | 增持 |
| 25 | DE | DEERE & CO | $3.9M | 1.43% | 6,149 | 减持 |
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