Meyer Handelman Co
- SEC CIK
- 0000045319
- 最新申報
- 2026/8/3
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/3 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 274
- 較 2026 年第 1 季 +54
- 總值
- $35.3 億
- 較 2026 年第 1 季 +$3.18 億 (+9.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 476,711 | $1.78 億 | 5.0% | +345+0.1% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 558,997 | $1.62 億 | 4.6% | −5,422−1.0% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 301,994 | $1.07 億 | 3.0% | −3,260−1.1% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 98,242 | $1.05 億 | 3.0% | −6,244−6.0% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 317,169 | $1.04 億 | 2.9% | +3,895+1.2% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 359,584 | $1.01 億 | 2.9% | +5,095+1.4% | 加碼 | 歷史 |
| TTTrane Technologies plc | SHS | 202,817 | $9,962 萬 | 2.8% | −6,350−3.0% | 減碼 | 歷史 |
| GLWCorning Inc | COM | 385,938 | $9,858 萬 | 2.8% | −9,814−2.5% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 356,595 | $8,499 萬 | 2.4% | +1,752+0.5% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 723,760 | $8,197 萬 | 2.3% | −22,109−3.0% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 664,200 | $7,802 萬 | 2.2% | +6,955+1.1% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 504,595 | $7,399 萬 | 2.1% | −4,802−0.9% | 減碼 | 歷史 |
| MCKMcKesson Corp | Stock | 94,750 | $7,159 萬 | 2.0% | −7,730−7.5% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 277,001 | $6,202 萬 | 1.8% | −109,138−28.3% | 減碼 | 歷史 |
| GEGeneral Electric Co | Stock | 157,402 | $5,883 萬 | 1.7% | −2,634−1.6% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 1,278,561 | $5,413 萬 | 1.5% | +33,318+2.7% | 加碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 210,043 | $5,370 萬 | 1.5% | −9,385−4.3% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 377,010 | $5,154 萬 | 1.5% | −4,497−1.2% | 減碼 | 歷史 |
| ALLAllstate Corp | Stock | 216,399 | $5,149 萬 | 1.5% | +5,390+2.6% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 382,328 | $4,913 萬 | 1.4% | +1,623+0.4% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 183,536 | $4,618 萬 | 1.3% | +5,211+2.9% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 238,762 | $4,412 萬 | 1.2% | −13,982−5.5% | 減碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 394,561 | $4,331 萬 | 1.2% | −52,854−11.8% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 100,584 | $4,286 萬 | 1.2% | −3,175−3.1% | 減碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 36,133 | $4,245 萬 | 1.2% | −406−1.1% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 118,245 | $4,226 萬 | 1.2% | +131+0.1% | 加碼 | 歷史 |
| HONAHoneywell Aerospace Inc. | COM | 1,903,105 | $4,207 萬 | 1.2% | +1,903,105 | 新進 | 歷史 |
| AMGNAmgen Inc | Stock | 111,120 | $4,024 萬 | 1.1% | −4,645−4.0% | 減碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 316,637 | $4,000 萬 | 1.1% | −18,912−5.6% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 70,707 | $3,983 萬 | 1.1% | +2,600+3.8% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 112,636 | $3,972 萬 | 1.1% | −4,161−3.6% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 130,738 | $3,897 萬 | 1.1% | −3,775−2.8% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 109,944 | $3,772 萬 | 1.1% | +933+0.9% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 186,205 | $3,726 萬 | 1.1% | +51,432+38.2% | 加碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 136,986 | $3,705 萬 | 1.0% | −1,850−1.3% | 減碼 | 歷史 |
| SYYSysco Corp | Stock | 430,824 | $3,601 萬 | 1.0% | −12,574−2.8% | 減碼 | 歷史 |
| DELLDell Technologies Inc. | Stock | 79,096 | $3,413 萬 | 1.0% | +2,376+3.1% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 203,838 | $3,379 萬 | 1.0% | −3,185−1.5% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 26,804 | $3,215 萬 | 0.9% | −315−1.2% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 169,274 | $3,212 萬 | 0.9% | −2,852−1.7% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 230,484 | $3,121 萬 | 0.9% | −1,170−0.5% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 113,039 | $2,871 萬 | 0.8% | −1,567−1.4% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 59,364 | $2,835 萬 | 0.8% | +5,462+10.1% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 1,098,861 | $2,646 萬 | 0.7% | −28,979−2.6% | 減碼 | 歷史 |
| MMM3M Co | Stock | 161,686 | $2,618 萬 | 0.7% | −5,678−3.4% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 94,264 | $2,548 萬 | 0.7% | −311−0.3% | 減碼 | 歷史 |
| JBLJabil Inc | Stock | 64,195 | $2,475 萬 | 0.7% | +626+1.0% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 412,364 | $2,376 萬 | 0.7% | −18,801−4.4% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 153,083 | $2,319 萬 | 0.7% | −12,051−7.3% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 268,048 | $2,178 萬 | 0.6% | −5,027−1.8% | 減碼 | 歷史 |
| CMECME Group Inc. | COM | 93,639 | $2,068 萬 | 0.6% | +6,325+7.2% | 加碼 | 歷史 |
| NEMNEWMONT Corp | Stock | 220,653 | $2,061 萬 | 0.6% | −2,170−1.0% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 90,612 | $2,029 萬 | 0.6% | +2,414+2.7% | 加碼 | 歷史 |
| TELTE Connectivity plc | Stock | 94,950 | $1,914 萬 | 0.5% | −1,000−1.0% | 減碼 | 歷史 |
| NRGNRG Energy, Inc. | Stock | 130,092 | $1,900 萬 | 0.5% | +10,003+8.3% | 加碼 | 歷史 |
| PPGPPG Industries Inc | Stock | 156,013 | $1,892 萬 | 0.5% | −1,260−0.8% | 減碼 | 歷史 |
| IRIngersoll Rand Inc. | COM | 229,182 | $1,879 萬 | 0.5% | −2,778−1.2% | 減碼 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 44,651 | $1,854 萬 | 0.5% | +8,692+24.2% | 加碼 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 290,832 | $1,829 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| WFCWells Fargo & Company | Stock | 215,511 | $1,781 萬 | 0.5% | −2,750−1.3% | 減碼 | 歷史 |
| OMCOmnicom Group Inc. | COM | 243,726 | $1,775 萬 | 0.5% | +3,260+1.4% | 加碼 | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 68,576 | $1,755 萬 | 0.5% | +3,317+5.1% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 154,290 | $1,604 萬 | 0.5% | −3,845−2.4% | 減碼 | 歷史 |
| NUENucor Corp | COM | 70,132 | $1,562 萬 | 0.4% | −150−0.2% | 減碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 163,508 | $1,499 萬 | 0.4% | −932−0.6% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 163,090 | $1,431 萬 | 0.4% | −150−0.1% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 13,860 | $1,402 萬 | 0.4% | −135−1.0% | 減碼 | 歷史 |
| ETREntergy Corp | COM | 119,588 | $1,374 萬 | 0.4% | −3,850−3.1% | 減碼 | 歷史 |
| EMREmerson Electric Co | Stock | 95,918 | $1,373 萬 | 0.4% | −1,567−1.6% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 34,365 | $1,162 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| HONHoneywell International Inc | Stock | 51,810 | $1,160 萬 | 0.3% | +51,810 | 新進 | 歷史 |
| JCIJohnson Controls International plc | Stock | 77,977 | $1,139 萬 | 0.3% | −341−0.4% | 減碼 | 歷史 |
| RGLDRoyal Gold Inc | Stock | 54,548 | $1,089 萬 | 0.3% | +3,968+7.8% | 加碼 | 歷史 |
| PTCPTC Inc. | Stock | 92,884 | $1,055 萬 | 0.3% | +44,340+91.3% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 57,339 | $1,037 萬 | 0.3% | +200.0% | 加碼 | 歷史 |
| CHKPCheck Point Software Technologies Ltd | ORD | 77,897 | $1,024 萬 | 0.3% | +3,805+5.1% | 加碼 | 歷史 |
| AZOAutoZone Inc | COM | 3,182 | $1,017 萬 | 0.3% | +86+2.8% | 加碼 | 歷史 |
| TRGPTarga Resources Corp. | COM | 36,943 | $990.6 萬 | 0.3% | +36,943 | 新進 | 歷史 |
| ABTAbbott Laboratories | Stock | 108,221 | $982.1 萬 | 0.3% | +1,354+1.3% | 加碼 | 歷史 |
| GPCGenuine Parts Co | Stock | 82,817 | $977.1 萬 | 0.3% | −1,750−2.1% | 減碼 | 歷史 |
| KRKroger Co | Stock | 157,977 | $877.2 萬 | 0.2% | +5,770+3.8% | 加碼 | 歷史 |
| ALLEAllegion plc | ORD SHS | 61,254 | $860.6 萬 | 0.2% | −920−1.5% | 減碼 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 62,329 | $852.7 萬 | 0.2% | −602−1.0% | 減碼 | 歷史 |
| BXBlackstone Inc. | COM | 71,980 | $846.9 萬 | 0.2% | −177−0.2% | 減碼 | 歷史 |
| PWRQuanta Services, Inc. | COM | 11,295 | $813.3 萬 | 0.2% | −30−0.3% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 76,928 | $786.1 萬 | 0.2% | −2,745−3.4% | 減碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 135,139 | $781.6 萬 | 0.2% | −9,548−6.6% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 40,732 | $775.9 萬 | 0.2% | −5,600−12.1% | 減碼 | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 166,209 | $749.8 萬 | 0.2% | −3,035−1.8% | 減碼 | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 22,400 | $739.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SOLSSolstice Advanced Materials Inc. | COM SHS | 82,570 | $731.6 萬 | 0.2% | −957−1.1% | 減碼 | 歷史 |
| BABoeing Co | Stock | 33,211 | $718.9 萬 | 0.2% | −2,500−7.0% | 減碼 | 歷史 |
| CORCencora, Inc. | Stock | 24,781 | $701.3 萬 | 0.2% | +7,849+46.4% | 加碼 | 歷史 |
| CARRCarrier Global Corp | Stock | 92,400 | $677.8 萬 | 0.2% | −5,590−5.7% | 減碼 | 歷史 |
| QQnity Electronics, Inc. | COMMON STOCK | 41,490 | $677.6 萬 | 0.2% | −87−0.2% | 減碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 22,743 | $666.8 萬 | 0.2% | −525−2.3% | 減碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 52,277 | $661.7 萬 | 0.2% | −3,553−6.4% | 減碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 90,463 | $650.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MSMorgan Stanley | Stock | 26,714 | $558.4 萬 | 0.2% | −624−2.3% | 減碼 | 歷史 |
| PSXPhillips 66 | Stock | 32,672 | $552.3 萬 | 0.2% | −400−1.2% | 減碼 | 歷史 |
2026 年第 1 季之後清倉（6 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 % | 紀錄 |
|---|---|---|---|---|---|
| SEESealed Air Corp | COM | 25,500 | $107.2 萬 | <0.1% | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 635 | $30.8 萬 | <0.1% | 歷史 |
| SLGSL Green Realty Corp | COM | 7,990 | $29.5 萬 | <0.1% | 歷史 |
| CMCSAComcast Corp | Stock | 7,404 | $21.3 萬 | <0.1% | 歷史 |
| SLViShares Silver Trust | ETF | 3,000 | $20.4 萬 | <0.1% | 歷史 |
| TTETotalEnergies SE | ACT | 2,200 | $20.0 萬 | <0.1% | 歷史 |