MEANS INVESTMENT CO., INC.
CIK 701516 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $1.3B
- 持仓
- 209
- 截至
- 2026年6月30日
按 13F 价值排名第 2025（共 9443） · 前 21.4%
投资组合价值同比（季度）：+15.4% 13F不披露现金
- 前十大持仓权重
- 59.67%
- 前二十五大持仓权重
- 81.14%
- 持仓高于 1%
- 20
- 有效持仓数量
- 17.0
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 1.81% 估计买入 $92786688 · 卖出 $22387696
中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 78.6% 仍持有
- 新仓位
- 15
- 增加
- 92
- 减少
- 91
- 已结清
- 6
本页内容
行业细分
Technology
18.8%
Communication Services
4.5%
Retail
4.3%
Financials
3.5%
Healthcare
2.4%
Consumer Discretionary
2.3%
Financial Services
1.6%
Industrials
1.3%
Energy
1.2%
Consumer Staples
0.8%
Consumer products
0.3%
Communications
0.2%
Materials
0.2%
Utilities
0.2%
Telecommunication
0.1%
Real Estate
0.0%
其他/未映射
58.2%
完整投资组合 209 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| VOO | $236632331 | 17.87% | 344538 | $31750254 | 上涨 ×4 | ||
| VEU | $105190584 | 7.94% | 1256007 | $10210297 | 下跌 ×2 | ||
| XLG | $99479432 | 7.51% | 1624685 | $14145238 | 上涨 ×4 | ||
| AAPL Apple Inc. - Common Stock | $85553909 | 6.46% | 295666 | $10163880 | 下跌 ×4 | ||
| NVDA NVIDIA Corporation - Common Stock | $52572751 | 3.97% | 262746 | $6924245 | 上涨 ×1 | ||
| AVUV | $48063634 | 3.63% | 385249 | $4535260 | 下跌 ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $44835035 | 3.39% | 188114 | $4888920 | 下跌 ×1 | ||
| MGK | $41393116 | 3.13% | 470858 | $6202967 | 上涨 ×1 | ||
| IMCB | $39319628 | 2.97% | 407204 | $3244104 | 下跌 ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $37166647 | 2.81% | 99637 | $-1553442 | 下跌 ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $34043551 | 2.57% | 96351 | $9411443 | 上涨 ×1 | ||
| XLV XLV | $27100704 | 2.05% | 170810 | $3421241 | 上涨 ×2 | ||
| JBND JPMorgan Active Bond ETF | $25339506 | 1.91% | 473636 | $2116963 | 上涨 ×4 | ||
| LRCX Lam Research Corporation - Common Stock | $23936073 | 1.81% | 55238 | $11839636 | 下跌 ×4 | ||
| JPIE | $23113830 | 1.75% | 501929 | 上涨 ×1 | |||
| MGV | $21818109 | 1.65% | 133485 | $2001971 | 下跌 ×4 | ||
| FBTC | $21185733 | 1.60% | 415000 | $3559041 | 上涨 ×2 | ||
| JPM JP Morgan Chase & Co. Common Stock | $20923677 | 1.58% | 63922 | $1756552 | 下跌 ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $17149824 | 1.30% | 30446 | $-993126 | 下跌 ×1 | ||
| SMH SMH | $13835430 | 1.04% | 21094 | $6942990 | 上涨 ×3 | ||
| XLF XLF | $12935488 | 0.98% | 241289 | $1773103 | 上涨 ×4 | ||
| TSLA Tesla, Inc. - Common Stock | $12140319 | 0.92% | 28864 | $1999988 | 上涨 ×2 | ||
| AVGO Broadcom Inc. - Common Stock | $10786289 | 0.81% | 28554 | $2627624 | 上涨 ×4 | ||
| BRKB | $10025791 | 0.76% | 20036 | $212101 | 下跌 ×3 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $9934191 | 0.75% | 85148 | $-2394840 | 上涨 ×1 | ||
| PYLD | $9203830 | 0.70% | 347052 | $3845850 | 上涨 ×4 | ||
| WRB W.R. Berkley Corporation Common Stock | $8921622 | 0.67% | 126494 | $549928 | 上涨 ×1 | ||
| JNJ Johnson & Johnson Common Stock | $7139115 | 0.54% | 28110 | $1831298 | 上涨 ×1 | ||
| CVX Chevron Corporation Common Stock | $6803699 | 0.51% | 41045 | $-1689297 | 下跌 ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $6683424 | 0.50% | 18702 | $1286239 | 下跌 ×1 | ||
| BAC Bank of America Corporation Common Stock | $6589585 | 0.50% | 115647 | $898606 | 下跌 ×4 | ||
| VYM | $5962210 | 0.45% | 37728 | $399675 | 上涨 ×1 | ||
| V Visa Inc. | $5844491 | 0.44% | 17035 | $328318 | 下跌 ×1 | ||
| ABBV AbbVie Inc. Common Stock | $5764551 | 0.44% | 22908 | $670761 | 下跌 ×4 | ||
| LLY Eli Lilly and Company Common Stock | $5668156 | 0.43% | 4726 | $1458752 | 上涨 ×1 | ||
| PM Philip Morris International Inc Common Stock | $5480586 | 0.41% | 30295 | $427844 | 下跌 ×4 | ||
| MDY | $5139874 | 0.39% | 7308 | $1828987 | 上涨 ×1 | ||
| ORCL Oracle Corporation Common Stock | $5047049 | 0.38% | 34439 | $41899 | 上涨 ×2 | ||
| WMT Walmart Inc. - Common Stock | $4997616 | 0.38% | 44125 | $-548160 | 下跌 ×4 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $4849437 | 0.37% | 8348 | $4087388 | 上涨 ×1 | ||
| MU Micron Technology, Inc. - Common Stock | $4457920 | 0.34% | 3862 | $3057064 | 下跌 ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $4357767 | 0.33% | 31874 | $-1026028 | 上涨 ×1 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $4338218 | 0.33% | 4289 | $715683 | 上涨 ×1 | ||
| IHI | $3956340 | 0.30% | 80072 | $-786467 | 下跌 ×4 | ||
| PG Procter & Gamble Company (The) Common Stock | $3843917 | 0.29% | 26213 | $10272 | 下跌 ×1 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $3595510 | 0.27% | 27981 | $224491 | 下跌 ×4 | ||
| SCHW Charles Schwab Corporation (The) Common Stock | $3546171 | 0.27% | 38433 | $-207117 | 下跌 ×4 | ||
| TJX TJX Companies, Inc. (The) Common Stock | $3235184 | 0.24% | 21354 | $-171986 | 上涨 ×1 | ||
| RTX RTX Corporation Common Stock | $3113691 | 0.24% | 16411 | $-5943 | 上涨 ×2 | ||
| OEF | $3090370 | 0.23% | 8447 | $403749 | |||
| UBER Uber Technologies, Inc. Common Stock | $2694060 | 0.20% | 37335 | $-330756 | 下跌 ×1 | ||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $2593150 | 0.20% | 3398 | $1251470 | 下跌 ×1 | ||
| IJR | $2474072 | 0.19% | 16682 | $372429 | 下跌 ×4 | ||
| ABT Abbott Laboratories Common Stock | $2459940 | 0.19% | 27110 | $-425621 | 下跌 ×4 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $2366065 | 0.18% | 20144 | $823000 | 上涨 ×2 | ||
| MCD McDonald's Corporation Common Stock | $2328268 | 0.18% | 8613 | $-480943 | 下跌 ×2 | ||
| CAC Camden National Corporation - Common Stock | $2328249 | 0.18% | 42941 | $294487 | 上涨 ×1 | ||
| SPY SPY | $2279587 | 0.17% | 3053 | $321783 | 上涨 ×2 | ||
| CAT Caterpillar, Inc. Common Stock | $2258229 | 0.17% | 2121 | $749257 | 下跌 ×3 | ||
| NUE Nucor Corporation Common Stock | $2149661 | 0.16% | 9651 | $517897 | 上涨 ×4 | ||
| IBM International Business Machines Corporation Common Stock | $2132830 | 0.16% | 7584 | $145848 | 下跌 ×1 | ||
| BX Blackstone Inc. Common Stock | $2000906 | 0.15% | 17004 | $58329 | 上涨 ×4 | ||
| MO Altria Group, Inc. | $1926900 | 0.15% | 26781 | $160987 | 上涨 ×1 | ||
| PDI PIMCO Dynamic Income Fund Common Stock | $1803238 | 0.14% | 107978 | $-236937 | 下跌 ×2 | ||
| JEPI | $1787275 | 0.13% | 31644 | $-135052 | 下跌 ×4 | ||
| QQQ Invesco QQQ Trust, Series 1 | $1752874 | 0.13% | 2380 | $335707 | 下跌 ×4 | ||
| CCJ Cameco Corporation Common Stock | $1705928 | 0.13% | 16748 | $-135856 | 下跌 ×1 | ||
| MTB M&T Bank Corporation Common Stock | $1680675 | 0.13% | 7061 | $222046 | 上涨 ×1 | ||
| NEE NextEra Energy, Inc. Common Stock | $1643694 | 0.12% | 18727 | $-144980 | 下跌 ×1 | ||
| ADX Adams Diversified Equity Fund Inc. | $1597769 | 0.12% | 62535 | $228878 | |||
| SBUX Starbucks Corporation - Common Stock | $1584456 | 0.12% | 15505 | $155284 | 下跌 ×4 | ||
| HD Home Depot, Inc. (The) Common Stock | $1583228 | 0.12% | 4489 | $68982 | 下跌 ×3 | ||
| IVV | $1526672 | 0.12% | 2039 | $202222 | 上涨 ×1 | ||
| BABA Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share | $1460038 | 0.11% | 15212 | $-453466 | 下跌 ×4 | ||
| KO Coca-Cola Company (The) Common Stock | $1387594 | 0.10% | 17074 | $43349 | 下跌 ×1 | ||
| PEP PepsiCo, Inc. - Common Stock | $1363259 | 0.10% | 10068 | $-236601 | 下跌 ×4 | ||
| PANW Palo Alto Networks, Inc. - Common Stock | $1334463 | 0.10% | 3913 | $488720 | 下跌 ×1 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $1334394 | 0.10% | 3131 | $252175 | 上涨 ×3 | ||
| CRM Salesforce, Inc. Common Stock | $1329819 | 0.10% | 8489 | $-1487240 | 下跌 ×4 | ||
| SHOP Shopify Inc. - Class A Subordinate Voting Shares | $1280767 | 0.10% | 11217 | $-234969 | 下跌 ×2 | ||
| EMXC iShares MSCI Emerging Markets ex China ETF | $1272250 | 0.10% | 12436 | $115635 | 下跌 ×4 | ||
| CRWV CoreWeave, Inc. - Class A Common Stock | $1266049 | 0.10% | 12719 | $376151 | 上涨 ×2 | ||
| CVS CVS Health Corporation Common Stock | $1225597 | 0.09% | 11847 | $377195 | 上涨 ×2 | ||
| VT | $1078300 | 0.08% | 6870 | $102438 | 下跌 ×4 | ||
| XBI XBI | $1050767 | 0.08% | 6640 | $227674 | 上涨 ×3 | ||
| DE Deere & Company Common Stock | $1026037 | 0.08% | 1618 | $125780 | 上涨 ×1 | ||
| IBB IBB | $1020202 | 0.08% | 5364 | $76619 | 下跌 ×4 | ||
| NVS Novartis AG Common Stock | $992009 | 0.07% | 6330 | $6035 | 下跌 ×2 | ||
| MDLZ Mondelez International, Inc. - Class A Common Stock | $986514 | 0.07% | 17056 | $-41538 | 下跌 ×4 | ||
| BMY Bristol-Myers Squibb Company Common Stock | $984136 | 0.07% | 17080 | $-77767 | 下跌 ×4 | ||
| IDXX IDEXX Laboratories, Inc. - Common Stock | $954652 | 0.07% | 1813 | $-65971 | 下跌 ×2 | ||
| VLO Valero Energy Corporation Common Stock | $944821 | 0.07% | 3628 | $45642 | 下跌 ×1 | ||
| SNOW Snowflake Inc. Common Stock | $940524 | 0.07% | 3696 | $393413 | 上涨 ×1 | ||
| DIS Walt Disney Company (The) Common Stock | $928611 | 0.07% | 9648 | $-69742 | 下跌 ×4 | ||
| SOFI SoFi Technologies, Inc. - Common Stock | $921203 | 0.07% | 51378 | $105325 | |||
| CARR Carrier Global Corporation Common Stock | $915973 | 0.07% | 12488 | $205915 | 下跌 ×1 | ||
| VUG | $900345 | 0.07% | 10452 | $140123 | 上涨 ×3 | ||
| AMGN Amgen Inc. - Common Stock | $884945 | 0.07% | 2444 | $30937 | 上涨 ×4 | ||
| XHB XHB | $870024 | 0.07% | 7529 | $124371 | 下跌 ×4 | ||
| QCOM QUALCOMM Incorporated - Common Stock | $831532 | 0.06% | 4500 | $234700 | 下跌 ×4 | ||
| 无匹配项 | |||||||
重仓股
持仓连续增加3个季度以上。
持股数量按13F申报数据报告（未按拆股调整）
| 证券 | 价值 | % 占投资组合 | 连胜 |
|---|---|---|---|
| VOO | $236632331 | 17.87% | 上涨 ×4 |
| XLG | $99479432 | 7.51% | 上涨 ×4 |
| JBND | $25339506 | 1.91% | 上涨 ×4 |
| SMH | $13835430 | 1.04% | 上涨 ×3 |
| XLF | $12935488 | 0.98% | 上涨 ×4 |
| AVGO | $10786289 | 0.81% | 上涨 ×4 |
| PYLD | $9203830 | 0.70% | 上涨 ×4 |
| NUE | $2149661 | 0.16% | 上涨 ×4 |
| BX | $2000906 | 0.15% | 上涨 ×4 |
| ETN | $1334394 | 0.10% | 上涨 ×3 |
| XBI | $1050767 | 0.08% | 上涨 ×3 |
| VUG | $900345 | 0.07% | 上涨 ×3 |
| AMGN | $884945 | 0.07% | 上涨 ×4 |
| CB | $784926 | 0.06% | 上涨 ×4 |
| CSX | $642808 | 0.05% | 上涨 ×4 |
最大新仓位
本季度新开仓位，按规模从大到小排序。
| 证券 | 价值 | 股份 | % 占投资组合 |
|---|---|---|---|
| JPIE | $23113830 | 501929 | 1.75% |
| VO | $287725 | 3571 | 0.02% |
| SOXL | $241113 | 904 | 0.02% |
| MRVL | $228519 | 767 | 0.02% |
| IJK | $227191 | 1934 | 0.02% |
| IJS | $223945 | 1638 | 0.02% |
| MGM | $221675 | 4637 | 0.02% |
| SMMD | $220808 | 2410 | 0.02% |
| VBK | $204426 | 559 | 0.02% |
| XLI | $201715 | 1089 | 0.02% |
| HIMS | $79741 | 2300 | 0.01% |
| CLF | $78876 | 8400 | 0.01% |
| JPM | $65466 | 200 | 0.00% |
| AAPL | $28936 | 100 | 0.00% |
| CLF | $24893 | 2651 | 0.00% |
季度涨幅榜
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| RSP | 2026年6月30日 | 3413 | $655029 | 不再跟踪 |
| PFE | 2026年6月30日 | 21558 | $605357 | 16.5% |
| WBA | 2025年9月30日 | 42626 | $489345 | 不再跟踪 |
| XLB | 2025年12月31日 | 5041 | $451770 | 不再跟踪 |
| ALL | 2025年12月31日 | 1799 | $386095 | 23.2% |
| NVO | 2025年9月30日 | 5387 | $371828 | -15.8% |
| HDV | 2026年6月30日 | 2112 | $286662 | 不再跟踪 |
| EFA | 2025年9月30日 | 3121 | $279019 | 不再跟踪 |
| COF | 2025年12月31日 | 1276 | $271255 | -10.2% |
| COIN | 2025年12月31日 | 784 | $264634 | -17.2% |
| WY | 2025年12月31日 | 10329 | $256044 | 4.3% |
| DKNG | 2026年6月30日 | 11657 | $252031 | -1.1% |
| TXN | 2025年12月31日 | 1333 | $244877 | 52.8% |
| KR | 2025年12月31日 | 3600 | $242676 | -8.8% |
| CHTR | 2025年12月31日 | 844 | $232189 | -29.5% |
| UCO | 2025年9月30日 | 10339 | $231697 | 不再跟踪 |
| BA | 2026年3月31日 | 1066 | $231450 | 7.8% |
| KMB | 2025年12月31日 | 1825 | $226968 | 7.5% |
| MRSH | 2025年9月30日 | 1020 | $222918 | -5.2% |
| CEG | 2026年6月30日 | 748 | $208970 | 9.8% |
| AMP | 2025年9月30日 | 391 | $208502 | 13.9% |
| SYY | 2025年12月31日 | 2521 | $207617 | 14.1% |
| ES | 2026年3月31日 | 3010 | $202658 | 3.8% |
| INGR | 2025年9月30日 | 1488 | $201803 | -12.1% |
| RIG | 2026年6月30日 | 21000 | $139230 | 23.3% |
| UP | 2025年12月31日 | 12000 | $22080 | 648.5% |
| WULF | 2026年3月31日 | 1000 | $4560 | 18.8% |
| VALE | 2025年12月31日 | 12100 | $2057 | 11.3% |
| F | 2026年3月31日 | 10000 | $1800 | 24.4% |
| GRAB | 2025年9月30日 | 10000 | $1600 | -40.9% |
| GRAB | 2026年3月31日 | 6000 | $840 | -2.9% |