MEYER HANDELMAN CO
- SEC CIK
- 0000045319
2026 年第 2 季 持倉
持倉截至 2026/6/30，申報日 2026/8/3。SEC
- 持股檔數
- 274
- 較 2026 年第 1 季 +54
- 總值
- $35.34 億
- 較 2026 年第 1 季 +$3.18 億 (+9.9%)
持股
只含多頭部位。變化是跟 2026 年第 1 季 比股數。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 歷年 |
|---|---|---|---|---|---|---|---|
| MSFTMICROSOFT CORP COM | Stock | 476,711 | $1.78 億 | 5.03% | +345+0.1% | 加碼 | 查看 |
| AAPLAPPLE INC COM | Stock | 558,997 | $1.62 億 | 4.58% | −5,422−1.0% | 減碼 | 查看 |
| GOOGALPHABET INC CAP STK CL C | Stock | 301,994 | $1.07 億 | 3.02% | −3,260−1.1% | 減碼 | 查看 |
| CATCATERPILLAR INC COM | Stock | 98,242 | $1.05 億 | 2.96% | −6,244−6.0% | 減碼 | 查看 |
| JPMJPMORGAN CHASE & CO COM | Stock | 317,169 | $1.04 億 | 2.94% | +3,895+1.2% | 加碼 | 查看 |
| IBMINTERNATIONAL BUSINESS MACHS COM | Stock | 359,584 | $1.01 億 | 2.86% | +5,095+1.4% | 加碼 | 查看 |
| TTTRANE TECHNOLOGIES PLC | SHS | 202,817 | $9,961.56 萬 | 2.82% | −6,350−3.0% | 減碼 | 查看 |
| GLWCORNING INC | COM | 385,938 | $9,858.04 萬 | 2.79% | −9,814−2.5% | 減碼 | 查看 |
| AMZNAMAZON COM INC COM | Stock | 356,595 | $8,499.14 萬 | 2.40% | +1,752+0.5% | 加碼 | 查看 |
| WMTWALMART INC COM | Stock | 723,760 | $8,197.31 萬 | 2.32% | −22,109−3.0% | 減碼 | 查看 |
| CSCOCISCO SYS INC COM | Stock | 664,200 | $7,801.73 萬 | 2.21% | +6,955+1.1% | 加碼 | 查看 |
| PGPROCTER & GAMBLE CO COM | Stock | 504,595 | $7,399.44 萬 | 2.09% | −4,802−0.9% | 減碼 | 查看 |
| MCKMCKESSON CORP COM | Stock | 94,750 | $7,159.31 萬 | 2.03% | −7,730−7.5% | 減碼 | 查看 |
| HONHoneywell Technologies | COM | 277,001 | $6,202.05 萬 | 1.75% | −109,138−28.3% | 減碼 | 查看 |
| GEGE AEROSPACE COM NEW | Stock | 157,402 | $5,882.58 萬 | 1.66% | −2,634−1.6% | 減碼 | 查看 |
| VZVERIZON COMMUNICATIONS INC COM | Stock | 1,278,561 | $5,413.43 萬 | 1.53% | +33,318+2.7% | 加碼 | 查看 |
| MPCMARATHON PETE CORP COM | Stock | 210,043 | $5,370.17 萬 | 1.52% | −9,385−4.3% | 減碼 | 查看 |
| XOMEXXON MOBIL CORP | COM | 377,010 | $5,154.48 萬 | 1.46% | −4,497−1.2% | 減碼 | 查看 |
| ALLALLSTATE CORP COM | Stock | 216,399 | $5,149 萬 | 1.46% | +5,390+2.6% | 加碼 | 查看 |
| MRKMERCK & CO INC COM | Stock | 382,328 | $4,912.91 萬 | 1.39% | +1,623+0.4% | 加碼 | 查看 |
| ABBVABBVIE INC COM | Stock | 183,536 | $4,618.5 萬 | 1.31% | +5,211+2.9% | 加碼 | 查看 |
| QCOMQUALCOMM INC COM | Stock | 238,762 | $4,412.08 萬 | 1.25% | −13,982−5.5% | 減碼 | 查看 |
| KMBKIMBERLY-CLARK CORP COM | Stock | 394,561 | $4,331.1 萬 | 1.23% | −52,854−11.8% | 減碼 | 查看 |
| ETNEATON CORP PLC SHS | Stock | 100,584 | $4,286.09 萬 | 1.21% | −3,175−3.1% | 減碼 | 查看 |
| GEVGE VERNOVA INC COM | Stock | 36,133 | $4,245.12 萬 | 1.20% | −406−1.1% | 減碼 | 查看 |
| GOOGLALPHABET INC CAP STK CL A | Stock | 118,245 | $4,225.72 萬 | 1.20% | +131+0.1% | 加碼 | 查看 |
| HONAHONEYWELL AEROSPACE INC | COM | 1,903,105 | $4,207.38 萬 | 1.19% | +1,903,105 | 新進 | 查看 |
| AMGNAMGEN INC COM | Stock | 111,120 | $4,023.84 萬 | 1.14% | −4,645−4.0% | 減碼 | 查看 |
| GILDGILEAD SCIENCES INC COM | Stock | 316,637 | $4,000.39 萬 | 1.13% | −18,912−5.6% | 減碼 | 查看 |
| METAMETA PLATFORMS INC CL A | Stock | 70,707 | $3,982.85 萬 | 1.13% | +2,600+3.8% | 加碼 | 查看 |
| HDHOME DEPOT INC COM | Stock | 112,636 | $3,972.41 萬 | 1.12% | −4,161−3.6% | 減碼 | 查看 |
| TXNTEXAS INSTRS INC COM | Stock | 130,738 | $3,896.91 萬 | 1.10% | −3,775−2.8% | 減碼 | 查看 |
| VVISA INC COM CL A | Stock | 109,944 | $3,772.04 萬 | 1.07% | +933+0.9% | 加碼 | 查看 |
| NVDANVIDIA CORPORATION COM | Stock | 186,205 | $3,725.57 萬 | 1.05% | +51,432+38.2% | 加碼 | 查看 |
| ITWILLINOIS TOOL WKS INC COM | Stock | 136,986 | $3,705.06 萬 | 1.05% | −1,850−1.3% | 減碼 | 查看 |
| SYYSYSCO CORP COM | Stock | 430,824 | $3,600.83 萬 | 1.02% | −12,574−2.8% | 減碼 | 查看 |
| DELLDELL TECHNOLOGIES INC CL C | Stock | 79,096 | $3,412.68 萬 | 0.97% | +2,376+3.1% | 加碼 | 查看 |
| CVXCHEVRON CORPORATION COM | Stock | 203,838 | $3,378.89 萬 | 0.96% | −3,185−1.5% | 減碼 | 查看 |
| LLYELI LILLY & CO COM | Stock | 26,804 | $3,215.3 萬 | 0.91% | −315−1.2% | 減碼 | 查看 |
| RTXRTX CORPORATION COM | Stock | 169,274 | $3,211.64 萬 | 0.91% | −2,852−1.7% | 減碼 | 查看 |
| PEPPEPSICO INC COM | Stock | 230,484 | $3,120.86 萬 | 0.88% | −1,170−0.5% | 減碼 | 查看 |
| JNJJOHNSON & JOHNSON COM | Stock | 113,039 | $2,871.04 萬 | 0.81% | −1,567−1.4% | 減碼 | 查看 |
| TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | ADR | 59,364 | $2,835.05 萬 | 0.80% | +5,462+10.1% | 加碼 | 查看 |
| PFEPFIZER INC COM | Stock | 1,098,861 | $2,646.06 萬 | 0.75% | −28,979−2.6% | 減碼 | 查看 |
| MMM3M CO COM | Stock | 161,686 | $2,617.86 萬 | 0.74% | −5,678−3.4% | 減碼 | 查看 |
| MCDMCDONALDS CORP COM | Stock | 94,264 | $2,548.05 萬 | 0.72% | −311−0.3% | 減碼 | 查看 |
| JBLJABIL INC COM | Stock | 64,195 | $2,474.59 萬 | 0.70% | +626+1.0% | 加碼 | 查看 |
| BMYBRISTOL-MYERS SQUIBB CO COM | Stock | 412,364 | $2,376.04 萬 | 0.67% | −18,801−4.4% | 減碼 | 查看 |
| TJXTJX COS INC NEW COM | Stock | 153,083 | $2,319.19 萬 | 0.66% | −12,051−7.3% | 減碼 | 查看 |
| KOCOCA COLA CO COM | Stock | 268,048 | $2,178.43 萬 | 0.62% | −5,027−1.8% | 減碼 | 查看 |
| CMECME GROUP INC | COM | 93,639 | $2,067.83 萬 | 0.59% | +6,325+7.2% | 加碼 | 查看 |
| NEMNEWMONT CORP COM | Stock | 220,653 | $2,060.9 萬 | 0.58% | −2,170−1.0% | 減碼 | 查看 |
| ADPAUTOMATIC DATA PROCESSING INC COM | Stock | 90,612 | $2,029.27 萬 | 0.57% | +2,414+2.7% | 加碼 | 查看 |
| TELTE CONNECTIVITY PLC ORD SHS | Stock | 94,950 | $1,914.29 萬 | 0.54% | −1,000−1.0% | 減碼 | 查看 |
| NRGNRG ENERGY INC COM NEW | Stock | 130,092 | $1,900.12 萬 | 0.54% | +10,003+8.3% | 加碼 | 查看 |
| PPGPPG INDS INC COM | Stock | 156,013 | $1,892.28 萬 | 0.54% | −1,260−0.8% | 減碼 | 查看 |
| IRINGERSOLL RAND INC | COM | 229,182 | $1,879.06 萬 | 0.53% | −2,778−1.2% | 減碼 | 查看 |
| MSIMOTOROLA SOLUTIONS INC COM NEW | Stock | 44,651 | $1,854.31 萬 | 0.52% | +8,692+24.2% | 加碼 | 查看 |
| FCXFREEPORT MCMORAN INC CL B | Stock | 290,832 | $1,829.04 萬 | 0.52% | 00.0% | 不變 | 查看 |
| WFCWELLS FARGO & CO COM | Stock | 215,511 | $1,780.98 萬 | 0.50% | −2,750−1.3% | 減碼 | 查看 |
| OMCOMNICOM GROUP INC | COM | 243,726 | $1,775.06 萬 | 0.50% | +3,260+1.4% | 加碼 | 查看 |
| EXPEEXPEDIA GROUP INC COM NEW | Stock | 68,576 | $1,754.72 萬 | 0.50% | +3,317+5.1% | 加碼 | 查看 |
| COPCONOCOPHILLIPS COM | Stock | 154,290 | $1,604 萬 | 0.45% | −3,845−2.4% | 減碼 | 查看 |
| NUENUCOR CORP | COM | 70,132 | $1,562.19 萬 | 0.44% | −150−0.2% | 減碼 | 查看 |
| CLCOLGATE PALMOLIVE CO COM | Stock | 163,508 | $1,499.04 萬 | 0.42% | −932−0.6% | 減碼 | 查看 |
| NEENEXTERA ENERGY INC COM | Stock | 163,090 | $1,431.44 萬 | 0.41% | −150−0.1% | 減碼 | 查看 |
| GSGOLDMAN SACHS GROUP INC COM | Stock | 13,860 | $1,401.76 萬 | 0.40% | −135−1.0% | 減碼 | 查看 |
| ETRENTERGY CORP NEW | COM | 119,588 | $1,373.59 萬 | 0.39% | −3,850−3.1% | 減碼 | 查看 |
| EMREMERSON ELEC CO COM | Stock | 95,918 | $1,373.07 萬 | 0.39% | −1,567−1.6% | 減碼 | 查看 |
| AXPAMERICAN EXPRESS CO COM | Stock | 34,365 | $1,162.4 萬 | 0.33% | 00.0% | 不變 | 查看 |
| HONHONEYWELL INTL INC COM | Stock | 51,810 | $1,160.03 萬 | 0.33% | +51,810 | 新進 | 查看 |
| JCIJOHNSON CTLS INTL PLC SHS | Stock | 77,977 | $1,139.32 萬 | 0.32% | −341−0.4% | 減碼 | 查看 |
| RGLDROYAL GOLD INC COM | Stock | 54,548 | $1,088.83 萬 | 0.31% | +3,968+7.8% | 加碼 | 查看 |
| PTCPTC INC COM | Stock | 92,884 | $1,055.26 萬 | 0.30% | +44,340+91.3% | 加碼 | 查看 |
| PMPHILIP MORRIS INTL INC COM | Stock | 57,339 | $1,037.37 萬 | 0.29% | +200.0% | 加碼 | 查看 |
| CHKPCHECK POINT SOFTWARE TECH LT | ORD | 77,897 | $1,023.8 萬 | 0.29% | +3,805+5.1% | 加碼 | 查看 |
| AZOAUTOZONE INC | COM | 3,182 | $1,016.95 萬 | 0.29% | +86+2.8% | 加碼 | 查看 |
| TRGPTARGA RES CORP | COM | 36,943 | $990.59 萬 | 0.28% | +36,943 | 新進 | 查看 |
| ABTABBOTT LABORATORIES COM | Stock | 108,221 | $982.12 萬 | 0.28% | +1,354+1.3% | 加碼 | 查看 |
| GPCGENUINE PARTS CO COM | Stock | 82,817 | $977.08 萬 | 0.28% | −1,750−2.1% | 減碼 | 查看 |
| KRKROGER CO COM | Stock | 157,977 | $877.25 萬 | 0.25% | +5,770+3.8% | 加碼 | 查看 |
| ALLEALLEGION PLC | ORD SHS | 61,254 | $860.56 萬 | 0.24% | −920−1.5% | 減碼 | 查看 |
| AEPAMERICAN ELEC PWR CO INC COM | Stock | 62,329 | $852.72 萬 | 0.24% | −602−1.0% | 減碼 | 查看 |
| BXBLACKSTONE INC | COM | 71,980 | $846.9 萬 | 0.24% | −177−0.2% | 減碼 | 查看 |
| PWRQUANTA SVCS INC | COM | 11,295 | $813.29 萬 | 0.23% | −30−0.3% | 減碼 | 查看 |
| SBUXSTARBUCKS CORP COM | Stock | 76,928 | $786.13 萬 | 0.22% | −2,745−3.4% | 減碼 | 查看 |
| MDLZMONDELEZ INTL INC CL A | Stock | 135,139 | $781.64 萬 | 0.22% | −9,548−6.6% | 減碼 | 查看 |
| DHRDANAHER CORP DEL COM | Stock | 40,732 | $775.86 萬 | 0.22% | −5,600−12.1% | 減碼 | 查看 |
| HPEHEWLETT PACKARD ENTERPRISE C | COM | 166,209 | $749.77 萬 | 0.21% | −3,035−1.8% | 減碼 | 查看 |
| TRVTRAVELERS COMPANIES INC COM | Stock | 22,400 | $739.47 萬 | 0.21% | 00.0% | 不變 | 查看 |
| SOLSSOLSTICE ADVANCED MATLS INC | COM SHS | 82,570 | $731.57 萬 | 0.21% | −957−1.1% | 減碼 | 查看 |
| BABOEING CO COM | Stock | 33,211 | $718.92 萬 | 0.20% | −2,500−7.0% | 減碼 | 查看 |
| CORCENCORA INC COM | Stock | 24,781 | $701.25 萬 | 0.20% | +7,849+46.4% | 加碼 | 查看 |
| CARRCARRIER GLOBAL CORPORATION COM | Stock | 92,400 | $677.75 萬 | 0.19% | −5,590−5.7% | 減碼 | 查看 |
| QQNITY ELECTRONICS INC | COMMON STOCK | 41,490 | $677.57 萬 | 0.19% | −87−0.2% | 減碼 | 查看 |
| APDAIR PRODUCTS AND CHEMICALS INC COM | Stock | 22,743 | $666.78 萬 | 0.19% | −525−2.3% | 減碼 | 查看 |
| DUKDUKE ENERGY CORP NEW COM NEW | Stock | 52,277 | $661.72 萬 | 0.19% | −3,553−6.4% | 減碼 | 查看 |
| MOALTRIA GROUP INC COM | Stock | 90,463 | $650.88 萬 | 0.18% | 00.0% | 不變 | 查看 |
| MSMORGAN STANLEY COM NEW | Stock | 26,714 | $558.43 萬 | 0.16% | −624−2.3% | 減碼 | 查看 |
| PSXPHILLIPS 66 COM | Stock | 32,672 | $552.32 萬 | 0.16% | −400−1.2% | 減碼 | 查看 |
2026 年第 1 季 之後清倉（7 檔）
2026 年第 1 季 季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季 股數 | 2026 年第 1 季 市值 | 2026 年第 1 季 佔組合 % |
|---|---|---|---|---|
| DDDUPONT DE NEMOURS INC | COM | 58,648 | $268.61 萬 | 0.08% |
| SEALED AIR CORP NEW81211K100 | COM | 25,500 | $107.23 萬 | 0.03% |
| SPOTSPOTIFY TECHNOLOGY S A SHS | Stock | 635 | $30.79 萬 | 0.01% |
| SLGSL GREEN RLTY CORP | COM | 7,990 | $29.52 萬 | 0.01% |
| CMCSACOMCAST CORP NEW CL A | Stock | 7,404 | $21.26 萬 | 0.01% |
| SLVISHARES SILVER TRUST | ETF | 3,000 | $20.44 萬 | 0.01% |
| TTETOTALENERGIES SE | ACT | 2,200 | $20.02 萬 | 0.01% |