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 |
|---|---|---|---|---|---|---|---|
| CRMSalesforce, Inc. | Stock | 3,975 | $62.3 萬 | <0.1% | −10,735−73.0% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,505 | $63.3 萬 | <0.1% | −50−3.2% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 2,973 | $66.3 萬 | <0.1% | +198+7.1% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 1,162 | $67.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BAXBaxter International Inc | Stock | 32,798 | $69.9 萬 | <0.1% | −21,754−39.9% | 減碼 | 歷史 |
| FASTFastenal Co | Stock | 14,981 | $71.9 萬 | <0.1% | +981+7.0% | 加碼 | 歷史 |
| PNRPENTAIR plc | SHS | 9,770 | $74.9 萬 | <0.1% | −1,000−9.3% | 減碼 | 歷史 |
| SLBSLB Limited | Stock | 17,212 | $80.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| POSTPost Holdings, Inc. | COM | 9,500 | $83.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GSKGSK plc | ADR | 16,027 | $84.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HSYHershey Co | COM | 4,800 | $84.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SPGIS&P Global Inc. | Stock | 2,195 | $89.4 萬 | <0.1% | −40−1.8% | 減碼 | 歷史 |
| VMCVulcan Materials CO | COM | 3,049 | $89.9 萬 | <0.1% | +928+43.8% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 43,715 | $90.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VLTOVeralto Corp | Stock | 10,326 | $91.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Samsung Electronics GDRO27631526 | COM | 174 | $93.8 萬 | <0.1% | +174 | 新進 | – |
| WYWeyerhaeuser Co | COM NEW | 40,990 | $98.1 萬 | <0.1% | −300−0.7% | 減碼 | 歷史 |
| ALVAutoliv Inc | COM | 8,736 | $101.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ITTItt Inc. | COM | 5,750 | $113.7 萬 | <0.1% | −460−7.4% | 減碼 | 歷史 |
| AVYAvery Dennison Corp | COM | 7,010 | $113.8 萬 | <0.1% | −6,467−48.0% | 減碼 | 歷史 |
| LWLamb Weston Holdings, Inc. | Stock | 27,133 | $117.2 萬 | <0.1% | −14,717−35.2% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 1,955 | $124.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 14,455 | $124.4 萬 | <0.1% | −1,304−8.3% | 減碼 | 歷史 |
| GEHCGE HealthCare Technologies Inc. | Stock | 19,467 | $124.6 萬 | <0.1% | −5,206−21.1% | 減碼 | 歷史 |
| CICigna Group | Stock | 4,643 | $128.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| UBERUber Technologies, Inc | Stock | 18,725 | $135.1 萬 | <0.1% | −645−3.3% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 3,605 | $135.8 萬 | <0.1% | +655+22.2% | 加碼 | 歷史 |
| CCitigroup Inc | Stock | 9,925 | $138.9 萬 | <0.1% | −300−2.9% | 減碼 | 歷史 |
| AXONAxon Enterprise, Inc. | COM | 2,485 | $139.3 萬 | <0.1% | +2,485 | 新進 | 歷史 |
| FITBFifth Third Bancorp | COM | 25,171 | $141.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MARMarriott International Inc | Stock | 3,833 | $142.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 18,074 | $149.7 萬 | <0.1% | +1,600+9.7% | 加碼 | – |
| FTVFortive Corp | Stock | 25,000 | $152.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DOWDow Inc. | Stock | 55,828 | $152.7 萬 | <0.1% | −5,340−8.7% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,655 | $154.9 萬 | <0.1% | +17+1.0% | 加碼 | 歷史 |
| ENBEnbridge Inc | Stock | 28,701 | $155.6 萬 | <0.1% | −3,307−10.3% | 減碼 | 歷史 |
| CPBCAMPBELL'S Co | COM | 70,855 | $157.8 萬 | <0.1% | −6,850−8.8% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 22,600 | $161.4 萬 | <0.1% | −7,400−24.7% | 減碼 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 2,609 | $162.7 萬 | <0.1% | +28+1.1% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 20,924 | $163.7 萬 | <0.1% | −26,583−56.0% | 減碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 17,101 | $165.1 萬 | <0.1% | +1,840+12.1% | 加碼 | – |
| IDXXIDEXX Laboratories Inc | COM | 3,369 | $177.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CBSHCommerce Bancshares Inc | Stock | 31,355 | $181.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DISWalt Disney Co | Stock | 19,683 | $189.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SXTSensient Technologies Corp | COM | 15,790 | $194.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SYFSynchrony Financial | COM | 26,007 | $197.8 萬 | 0.1% | −277−1.1% | 減碼 | 歷史 |
| HEIHeico Corp | COM | 5,613 | $199.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 22,800 | $206.2 萬 | 0.1% | −2,400−9.5% | 減碼 | 歷史 |
| XYLXylem Inc. | COM | 18,191 | $215.0 萬 | 0.1% | −1,460−7.4% | 減碼 | 歷史 |
| METMetlife Inc | Stock | 26,310 | $222.6 萬 | 0.1% | −1,325−4.8% | 減碼 | 歷史 |
| HALHalliburton Co | Stock | 68,400 | $232.2 萬 | 0.1% | −200−0.3% | 減碼 | 歷史 |
| DDDuPont de Nemours, Inc. | Stock | 17,314 | $234.8 萬 | 0.1% | −2,235−11.4% | 減碼依 1 比 3 拆股換算 | 歷史 |
| SNPSSynopsys Inc | COM | 5,265 | $234.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MTRNMATERION Corp | COM | 7,900 | $234.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TGTTarget Corp | Stock | 19,434 | $253.8 萬 | 0.1% | −5,050−20.6% | 減碼 | 歷史 |
| OTISOtis Worldwide Corp | Stock | 36,367 | $260.4 萬 | 0.1% | −13,235−26.7% | 減碼 | 歷史 |
| WECWec Energy Group, Inc. | Stock | 22,550 | $263.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 5,290 | $264.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GISGeneral Mills Inc | Stock | 77,150 | $268.5 萬 | 0.1% | −3,000−3.7% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 10,282 | $279.7 萬 | 0.1% | +362+3.6% | 加碼 | 歷史 |
| SSNCSS&C Technologies Holdings Inc | COM | 48,461 | $300.7 萬 | 0.1% | −74,066−60.4% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 4,247 | $316.4 萬 | 0.1% | +1,239+41.2% | 加碼 | 歷史 |
| IPInternational Paper Co | COM | 83,884 | $319.6 萬 | 0.1% | −46,778−35.8% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 4,456 | $333.7 萬 | 0.1% | −50−1.1% | 減碼 | – |
| BPBP PLC | ADR | 91,782 | $339.1 萬 | 0.1% | −1,474−1.6% | 減碼 | 歷史 |
| CAHCardinal Health Inc | Stock | 14,932 | $354.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CTVACorteva, Inc. | Stock | 42,481 | $359.8 萬 | 0.1% | −3,764−8.1% | 減碼 | 歷史 |
| HPQHP Inc | Stock | 173,259 | $380.1 萬 | 0.1% | −22,035−11.3% | 減碼 | 歷史 |
| XELXcel Energy Inc | Stock | 47,946 | $385.0 萬 | 0.1% | −875−1.8% | 減碼 | 歷史 |
| CVSCVS Health Corp | Stock | 39,572 | $409.4 萬 | 0.1% | −4,000−9.2% | 減碼 | 歷史 |
| SRESempra | Stock | 51,073 | $473.5 萬 | 0.1% | −1,600−3.0% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 9,814 | $500.0 萬 | 0.1% | +172+1.8% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 36,160 | $504.9 萬 | 0.1% | −3,700−9.3% | 減碼 | 歷史 |
| SWKStanley Black & Decker, Inc. | COM | 58,215 | $547.9 萬 | 0.2% | −2,867−4.7% | 減碼 | 歷史 |
| PSXPhillips 66 | Stock | 32,672 | $552.3 萬 | 0.2% | −400−1.2% | 減碼 | 歷史 |
| MSMorgan Stanley | Stock | 26,714 | $558.4 萬 | 0.2% | −624−2.3% | 減碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 90,463 | $650.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| DUKDuke Energy CORP | Stock | 52,277 | $661.7 萬 | 0.2% | −3,553−6.4% | 減碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 22,743 | $666.8 萬 | 0.2% | −525−2.3% | 減碼 | 歷史 |
| QQnity Electronics, Inc. | COMMON STOCK | 41,490 | $677.6 萬 | 0.2% | −87−0.2% | 減碼 | 歷史 |
| CARRCarrier Global Corp | Stock | 92,400 | $677.8 萬 | 0.2% | −5,590−5.7% | 減碼 | 歷史 |
| CORCencora, Inc. | Stock | 24,781 | $701.3 萬 | 0.2% | +7,849+46.4% | 加碼 | 歷史 |
| BABoeing Co | Stock | 33,211 | $718.9 萬 | 0.2% | −2,500−7.0% | 減碼 | 歷史 |
| SOLSSolstice Advanced Materials Inc. | COM SHS | 82,570 | $731.6 萬 | 0.2% | −957−1.1% | 減碼 | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 22,400 | $739.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 166,209 | $749.8 萬 | 0.2% | −3,035−1.8% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 40,732 | $775.9 萬 | 0.2% | −5,600−12.1% | 減碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 135,139 | $781.6 萬 | 0.2% | −9,548−6.6% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 76,928 | $786.1 萬 | 0.2% | −2,745−3.4% | 減碼 | 歷史 |
| PWRQuanta Services, Inc. | COM | 11,295 | $813.3 萬 | 0.2% | −30−0.3% | 減碼 | 歷史 |
| BXBlackstone Inc. | COM | 71,980 | $846.9 萬 | 0.2% | −177−0.2% | 減碼 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 62,329 | $852.7 萬 | 0.2% | −602−1.0% | 減碼 | 歷史 |
| ALLEAllegion plc | ORD SHS | 61,254 | $860.6 萬 | 0.2% | −920−1.5% | 減碼 | 歷史 |
| KRKroger Co | Stock | 157,977 | $877.2 萬 | 0.2% | +5,770+3.8% | 加碼 | 歷史 |
| GPCGenuine Parts Co | Stock | 82,817 | $977.1 萬 | 0.3% | −1,750−2.1% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 108,221 | $982.1 萬 | 0.3% | +1,354+1.3% | 加碼 | 歷史 |
| TRGPTarga Resources Corp. | COM | 36,943 | $990.6 萬 | 0.3% | +36,943 | 新進 | 歷史 |
| AZOAutoZone Inc | COM | 3,182 | $1,017 萬 | 0.3% | +86+2.8% | 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 |
| PMPhilip Morris International Inc. | Stock | 57,339 | $1,037 萬 | 0.3% | +200.0% | 加碼 | 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 |