Meyer Handelman Co
- SEC CIK
- 0000045319
- 最新申報
- 2026/8/3
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/16 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 216
- 較 2025 年第 1 季 +3
- 總值
- $30.3 億
- 較 2025 年第 1 季 +$1.62 億 (+5.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| SLXNSilexion Therapeutics Corp | SHS NEW | 32,967 | $2.67 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ELTXElicio Therapeutics, Inc. | COM | 13,899 | $10.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PBIPitney Bowes Inc | COM | 10,000 | $10.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HLNHaleon plc | ADR | 17,169 | $17.8 萬 | <0.1% | +17,169 | 新進 | 歷史 |
| CHTRCharter Communications, Inc. | CL A | 491 | $20.1 萬 | <0.1% | +491 | 新進 | 歷史 |
| AIRAar Corp | Stock | 3,000 | $20.6 萬 | <0.1% | +3,000 | 新進 | 歷史 |
| LINLinde PLC | Stock | 450 | $21.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 3,644 | $21.4 萬 | <0.1% | 00.0% | 不變 | – |
| BABAAlibaba Group Holding Ltd | ADR | 2,000 | $22.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 2,492 | $22.7 萬 | <0.1% | +2,492 | 新進 | 歷史 |
| WABWestinghouse Air Brake Technologies Corp | Stock | 1,125 | $23.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BACBank of America Corp | Stock | 5,065 | $24.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 4,296 | $25.7 萬 | <0.1% | 00.0% | 不變 | – |
| MELIMercadolibre Inc | COM | 102 | $26.7 萬 | <0.1% | −26−20.3% | 減碼 | 歷史 |
| TTWOTake Two Interactive Software Inc | COM | 1,100 | $26.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BLKBlackRock, Inc. | Stock | 255 | $26.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SONYSony Group Corp | SPONSORED ADR | 10,435 | $27.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ELVElevance Health, Inc. | Stock | 700 | $27.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CMCSAComcast Corp | Stock | 7,704 | $27.5 萬 | <0.1% | −6,523−45.8% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 1,300 | $28.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| COFCapital One Financial Corp | Stock | 1,404 | $29.9 萬 | <0.1% | +1,404 | 新進 | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 13,131 | $30.2 萬 | <0.1% | +1,340+11.4% | 加碼 | – |
| MAMastercard Inc | Stock | 543 | $30.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ALBAlbemarle Corp | Stock | 4,900 | $30.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VMCVulcan Materials CO | COM | 1,193 | $31.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 3,100 | $31.3 萬 | <0.1% | −1,200−27.9% | 減碼 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 3,696 | $33.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,535 | $34.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KHCKraft Heinz Co | Stock | 13,640 | $35.2 萬 | <0.1% | −6,525−32.4% | 減碼 | 歷史 |
| CCJCameco Corp | Stock | 4,950 | $36.7 萬 | <0.1% | −250−4.8% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,180 | $37.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| IBKRInteractive Brokers Group, Inc. | Stock | 6,800 | $37.7 萬 | <0.1% | 00.0% | 不變依 4 比 1 拆股換算 | 歷史 |
| SOLVSolventum Corp | Stock | 5,036 | $38.2 萬 | <0.1% | −275−5.2% | 減碼 | 歷史 |
| FISVFiserv Inc | Stock | 2,400 | $41.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 564 | $43.3 萬 | <0.1% | +564 | 新進 | 歷史 |
| PAYXPaychex Inc | Stock | 3,100 | $45.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FMSFresenius Medical Care AG | SPONSORED ADR | 16,000 | $45.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CEGConstellation Energy Corp | Stock | 1,427 | $46.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SLGSL Green Realty Corp | COM | 7,990 | $49.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DVNDevon Energy Corp | Stock | 15,701 | $49.9 萬 | <0.1% | −5,200−24.9% | 減碼 | 歷史 |
| KMPRKEMPER Corp | COM | 7,880 | $50.9 萬 | <0.1% | −1,255−13.7% | 減碼 | 歷史 |
| LPXLouisiana-Pacific Corp | COM | 6,300 | $54.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FASTFastenal Co | Stock | 14,000 | $58.8 萬 | <0.1% | 00.0% | 不變依 2 比 1 拆股換算 | 歷史 |
| FEFirstenergy Corp | COM | 15,362 | $61.8 萬 | <0.1% | +495+3.3% | 加碼 | 歷史 |
| YUMYum Brands Inc | Stock | 4,185 | $62.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MTRNMATERION Corp | COM | 7,900 | $62.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HIGHartford Insurance Group, Inc. | Stock | 4,998 | $63.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 15,250 | $64.1 萬 | <0.1% | −2,525−14.2% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 2,925 | $66.9 萬 | <0.1% | −125−4.1% | 減碼 | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 2,955 | $71.8 萬 | <0.1% | −150−4.8% | 減碼 | 歷史 |
| GSKGSK plc | ADR | 18,852 | $72.4 萬 | <0.1% | +795+4.4% | 加碼 | 歷史 |
| EMNEastman Chemical Co | Stock | 10,000 | $74.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HSYHershey Co | COM | 4,800 | $79.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CMAComerica Inc | COM | 13,488 | $80.5 萬 | <0.1% | −3,343−19.9% | 減碼 | 歷史 |
| ADSKAutodesk, Inc. | COM | 2,599 | $80.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AVGOBroadcom Inc. | Stock | 3,000 | $82.7 萬 | <0.1% | −73−2.4% | 減碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 825 | $84.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ZTSZoetis Inc. | Stock | 5,948 | $92.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SLBSLB Limited | Stock | 28,012 | $94.7 萬 | <0.1% | −11,350−28.8% | 減碼 | 歷史 |
| ITTItt Inc. | COM | 6,210 | $97.4 萬 | <0.1% | −100−1.6% | 減碼 | 歷史 |
| SJMJ M SMUCKER Co | Stock | 10,289 | $101.0 萬 | <0.1% | +1,202+13.2% | 加碼 | 歷史 |
| POSTPost Holdings, Inc. | COM | 9,500 | $103.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VLTOVeralto Corp | Stock | 10,326 | $104.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DEDeere & Co | Stock | 2,075 | $105.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WCNWaste Connections, Inc. | COM | 6,049 | $112.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PNRPENTAIR plc | SHS | 11,220 | $115.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SEESealed Air Corp | COM | 42,400 | $131.6 萬 | <0.1% | −3,900−8.4% | 減碼 | 歷史 |
| FTVFortive Corp | Stock | 26,500 | $138.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 8,316 | $143.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TAT&T Inc. | Stock | 49,928 | $144.5 萬 | <0.1% | +495+1.0% | 加碼 | 歷史 |
| CCitigroup Inc | Stock | 17,025 | $144.9 萬 | <0.1% | −645−3.7% | 減碼 | 歷史 |
| ALVAutoliv Inc | COM | 13,236 | $148.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MARMarriott International Inc | Stock | 5,813 | $158.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ENBEnbridge Inc | Stock | 35,304 | $159.9 萬 | 0.1% | −3,837−9.8% | 減碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 3,055 | $161.1 萬 | 0.1% | −200−6.1% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,658 | $164.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WYWeyerhaeuser Co | COM NEW | 64,818 | $166.5 萬 | 0.1% | −6,317−8.9% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 76,917 | $172.3 萬 | 0.1% | −14,434−15.8% | 減碼 | 歷史 |
| SYFSynchrony Financial | COM | 26,284 | $175.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| UBERUber Technologies, Inc | Stock | 18,870 | $176.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 3,472 | $182.3 萬 | 0.1% | −522−13.1% | 減碼 | 歷史 |
| HEIHeico Corp | COM | 5,613 | $184.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GEHCGE HealthCare Technologies Inc. | Stock | 25,218 | $186.8 萬 | 0.1% | −2,526−9.1% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,110 | $192.2 萬 | 0.1% | −100−3.1% | 減碼 | 歷史 |
| SXTSensient Technologies Corp | COM | 19,690 | $194.0 萬 | 0.1% | −500−2.5% | 減碼 | 歷史 |
| CBSHCommerce Bancshares Inc | Stock | 31,299 | $194.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 3,991 | $214.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HALHalliburton Co | Stock | 112,999 | $230.3 萬 | 0.1% | −122,600−52.0% | 減碼 | 歷史 |
| WECWec Energy Group, Inc. | Stock | 22,550 | $235.0 萬 | 0.1% | −1,378−5.8% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 10,590 | $243.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DISWalt Disney Co | Stock | 19,783 | $245.3 萬 | 0.1% | −2,300−10.4% | 減碼 | 歷史 |
| CPBCAMPBELL'S Co | COM | 80,705 | $247.4 萬 | 0.1% | −1,930−2.3% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 5,190 | $252.1 萬 | 0.1% | +110+2.2% | 加碼 | 歷史 |
| CAHCardinal Health Inc | Stock | 15,122 | $254.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 33,078 | $258.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| XYLXylem Inc. | COM | 20,611 | $266.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BPBP PLC | ADR | 95,995 | $287.3 萬 | 0.1% | −1,180−1.2% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 6,208 | $287.5 萬 | 0.1% | +316+5.4% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 4,670 | $290.0 萬 | 0.1% | 00.0% | 不變 | – |
| METMetlife Inc | Stock | 36,294 | $291.9 萬 | 0.1% | −700−1.9% | 減碼 | 歷史 |
2025 年第 1 季之後清倉（3 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。