MW

Meadowbrook Wealth Management, LLC

分散型投资策略趋势追踪型高品质投资策略

申报总市值

US$9285.9万

申报季度: 2026-06-30 · 持股只数: 81

Meadowbrook Wealth Management, LLC在最新一期 13F 报告中披露了 81 项持股，申报期为 2026-06-30，总持股市值约为 US$9285.9万，季度换手率为 49.2%。

机构性格雪花图

集中度
13.74
持仓稳定性
49.21
动能／逆势
100
行业集中度
63.97
多样化
100
仓位均衡度
86.57

近期动向

  • 加仓 N97284108

    +15.6%　US$398.7万

  • 加仓 AAPL

    +94.6%　US$290.7万

  • 减仓 ABBV

    -37.3%　-US$124.0万

  • 加仓 LLY

    +110.8%　US$249.4万

  • 新建仓 PDI

  • 减仓 NVDA

    -44.7%　-US$112.6万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1AMZNAmazon.com INC股票-周期性消费9.61%-0.59%+1.29%
2SHOPShopify INC - Class A股票-科技6.72%-1.93%-0.78%
3✓ Nebius Group NV股票-其他6.36%+3.82%+15.58%
4AAPLApple INC股票-科技5.70%+2.54%+94.58%
5APPApplovin Corp-class A股票-科技4.44%+0.22%-0.04%
6LLYEli Lilly & Co股票-医疗保健4.22%+2.33%+110.84%
7ABBVAbbvie INC股票-医疗保健3.54%-2.46%-37.25%
8GOOGLAlphabet Inc-cl A股票-通信服务2.66%+0.14%+4.38%
9GEGeneral Electric股票-工业2.52%—-29.66%
10VVisa Inc-class A Shares股票-金融2.46%-0.24%-1.20%
11MSFTMicrosoft CORP股票-科技2.45%-0.99%-13.26%
12GSGoldman Sachs Group INC股票-金融2.43%+0.65%+40.20%
13JPMJpmorgan Chase & Co股票-金融2.26%—-0.93%
14CRWDCrowdstrike Holdings INC - A股票-科技2.09%+0.78%+0.99%
15NVDANvidia CORP股票-科技2.03%-1.96%-44.75%
16PDIPimco Dynamic Income Fund股票-金融1.99%+1.99%NEW
17HOODRobinhood Markets INC - A股票-金融1.98%+0.59%+11.14%
18AVGOBroadcom INC股票-科技1.96%-0.12%-2.47%
19SPGSimon Property Group INC股票-房地产1.71%+0.39%+32.80%
20PLTRPalantir Technologies Inc-a股票-科技1.37%+1.37%NEW
21GPIXGldm SA S&p 500 Pr In Etf-usETF-大型股与成长1.36%—-3.94%
22GPIQGs Nasdaq-100 Pr INC Etf-usdETF-科技型1.34%—+0.29%
23RDDTReddit Inc-cl A股票-通信服务1.30%+0.07%-11.13%
24CRWVCoreweave Inc-cl A股票-科技1.23%—-1.43%
25METAMeta Platforms Inc-class A股票-通信服务1.04%—-19.94%
26TJXTjx Companies INC股票-周期性消费0.98%—-1.63%
27COFCapital One Financial CORP股票-金融0.91%+0.91%NEW
28CATCaterpillar INC股票-工业0.89%—-36.26%
29ABTAbbott Laboratories股票-医疗保健0.88%—-1.87%
30ETNEaton Corporation plc股票-工业0.81%+0.81%NEW
31SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长0.75%——
32AMLPAlerian Mlp ETFETF-其他0.72%—+10.75%
33MAMastercard INC - A股票-金融0.69%—+6.03%
34SBUXStarbucks CORP股票-周期性消费0.63%+0.63%NEW
35RLJ 1.95 PERP ARlj Lodging Trust股票-其他0.62%+0.62%NEW
36PDOPimco Dynamic Income Opport股票-其他0.62%+0.62%NEW
37UBERUber Technologies INC股票-工业0.61%—-14.10%
38DUKDuke Energy CORP股票-公用事业0.60%—+28.73%
39MRVLMarvell Technology INC股票-科技0.59%+0.59%NEW
40BKNGBooking Holdings INC股票-周期性消费0.59%—+2042.86%
41CBRLCracker Barrel Old Country股票-其他0.57%+0.57%NEW
42CMICummins INC股票-工业0.56%——
43EVNEaton Vance Muni INC Tr股票-其他0.54%+0.54%NEW
44XLESs Energy Select SectorETF-其他0.53%-0.48%-24.56%
45GFSGLOBALFOUNDRIES Inc.股票-科技0.53%+0.53%NEW
46MUMicron Technology INC股票-科技0.51%—-68.72%
47SPMOInvesco S&p 500 Momentum ETFETF-大型股与成长0.48%—-1.77%
48ETEnergy Transfer LP股票-能源0.48%+0.48%NEW
49ORealty Income CORP股票-房地产0.44%—-1.20%
50QYLDGlobal X Nasd 100 Cov CallETF-其他0.44%——
1–50 of 81

本季持股变动

Meadowbrook Wealth Management, LLC 在 2026-06-30 最显著的持仓异动： 新建仓: Pimco Dynamic Income Fund (PDI); 清仓: GE Vernova INC (GEV); 清仓: Corning INC (GLW); 新建仓: Palantir Technologies Inc-a (PLTR); 清仓: Five Below (FIVE).

Meadowbrook Wealth Management, LLC 于截至 2026-06-30 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1✓ Nebius Group NV+3.8%+15.58%加仓
2AAPLApple INC+2.5%+94.58%加仓
3LLYEli Lilly & Co+2.3%+110.84%加仓
4PDIPimco Dynamic Income Fund+2%NEW新建仓
5PLTRPalantir Technologies Inc-a+1.4%NEW新建仓
6COFCapital One Financial CORP+0.9%NEW新建仓
7ETNEaton Corporation plc+0.8%NEW新建仓
8CRWDCrowdstrike Holdings INC - A+0.8%+0.99%加仓
9GSGoldman Sachs Group INC+0.7%+40.20%加仓
10SBUXStarbucks CORP+0.6%NEW新建仓
11RLJ 1.95 PERP ARlj Lodging Trust+0.6%NEW新建仓
12PDOPimco Dynamic Income Opport+0.6%NEW新建仓
13HOODRobinhood Markets INC - A+0.6%+11.14%加仓
14MRVLMarvell Technology INC+0.6%NEW新建仓
15CBRLCracker Barrel Old Country+0.6%NEW新建仓
16EVNEaton Vance Muni INC Tr+0.5%NEW新建仓
17GFSGLOBALFOUNDRIES Inc.+0.5%NEW新建仓
18ETEnergy Transfer LP+0.5%NEW新建仓
19IGVIshares Expanded Tech-softwa+0.4%NEW新建仓
20SPGSimon Property Group INC+0.4%+32.80%加仓
21CGMSCap Group US Multi-sect Bond+0.4%NEW新建仓
22FNGGDirexion Daily Nyse Fang+ Bu+0.4%NEW新建仓
23KMBKimberly-clark CORP+0.3%NEW新建仓
24SMHVaneck Semiconductor ETF+0.3%NEW新建仓
25✓ +0.3%NEW新建仓
26PDXPimco Dynamic Income Strat+0.3%NEW新建仓
27ARKKArk Innovation ETF+0.3%NEW新建仓
28URIUnited Rentals INC+0.3%NEW新建仓
29ALLAllstate CORP+0.2%NEW新建仓
30AMKRAmkor Technology INC+0.2%NEW新建仓
31APPApplovin Corp-class A+0.2%-0.04%减仓
32GOOGLAlphabet Inc-cl A+0.1%+4.38%加仓
33RDDTReddit Inc-cl A+0.1%-11.13%减仓
34AVGOBroadcom INC-0.1%-2.47%减仓
35VVisa Inc-class A Shares-0.2%-1.20%减仓
36XLESs Energy Select Sector-0.5%-24.56%减仓
37VBILVanguard 0-3m T-bill ETF-0.5%EXIT清仓
38ARMArm Holdings Plc-adr-0.6%EXIT清仓
39AMZNAmazon.com INC-0.6%+1.29%加仓
40BABoeing Co/the-0.6%-65.54%减仓
41TMUST-mobile US INC-0.7%EXIT清仓
42NFLXNetflix INC-1%EXIT清仓
43MSFTMicrosoft CORP-1%-13.26%减仓
44FIVEFive Below-1.2%EXIT清仓
45GLWCorning INC-1.7%EXIT清仓
46COSTCostco Wholesale CORP-1.8%-82.08%减仓
47GEVGE Vernova INC-1.9%EXIT清仓
48SHOPShopify INC - Class A-1.9%-0.78%减仓
49NVDANvidia CORP-2%-44.75%减仓
50ABBVAbbvie INC-2.5%-37.25%减仓

FAQ

Meadowbrook Wealth Management, LLC 是什么机构？属于哪种投资人类型？
Meadowbrook Wealth Management, LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-06-30），该机构追踪的股票投资组合估值约为 US$9285.9万，分布在 81 个已申报仓位之中。
Meadowbrook Wealth Management, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Meadowbrook Wealth Management, LLC 按市值排列的前几大持股为： 1. Amazon.com INC (AMZN) — US$892.2万 (9.6%) 2. Shopify INC - Class A (SHOP) — US$623.6万 (6.7%) 3. Nebius Group NV — US$590.7万 (6.4%) 4. Apple INC (AAPL) — US$529.2万 (5.7%) 5. Applovin Corp-class A (APP) — US$412.0万 (4.4%)
Meadowbrook Wealth Management, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Meadowbrook Wealth Management, LLC 共进行了 50 项显著调整：新建仓 23 个仓位、加仓 9 个既有持股、减仓 11 个仓位，并完全清仓 7 个持股。 其中幅度最大的异动：新建仓: Pimco Dynamic Income Fund (PDI); 清仓: GE Vernova INC (GEV); 清仓: Corning INC (GLW); 新建仓: Palantir Technologies Inc-a (PLTR); 清仓: Five Below (FIVE)
Meadowbrook Wealth Management, LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Meadowbrook Wealth Management, LLC 的主要板块分布如下： • Information Technology: 37.6% • Financials: 15.9% • Consumer Discretionary: 15.6% • Health Care: 11.0% • Industrials: 7.3% • Communication Services: 6.1%