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Mendel Money Management

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$2.4亿

申报季度: 2026-03-31 · 持股只数: 137

Mendel Money Management在最新一期 13F 报告中披露了 137 项持股，申报期为 2026-03-31，总持股市值约为 US$2.4亿，季度换手率为 17.4%。

机构性格雪花图

集中度
5.83
持仓稳定性
17.38
动能／逆势
100
行业集中度
53.19
多样化
100
仓位均衡度
89.98

近期动向

  • 加仓 APH

    +428.6%　US$237.0万

  • 减仓 MSFT

    +7.1%　-US$181.7万

  • 减仓 IBM

    -5.8%　-US$143.2万

  • 减仓 GOOG

    -6.8%　-US$120.7万

  • 加仓 CRAI

    +162.7%　US$112.2万

  • 加仓 WMT

    +50.1%　US$106.8万

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
1MSFTMicrosoft CORP股票-科技3.46%-0.76%+7.08%
2AMZNAmazon.com INC股票-周期性消费3.38%-0.25%+3.38%
3GOOGAlphabet Inc-cl C股票-通信服务2.90%-0.51%-6.82%
4TMOThermo Fisher Scientific INC股票-医疗保健2.50%-0.28%+6.08%
5RTXRtx CORP股票-工业2.45%—-0.72%
6LINLinde plc股票-原材料2.40%+0.36%+1.45%
7AMEAmetek INC股票-工业2.40%—-1.88%
8GEVGE Vernova INC股票-工业2.40%+0.30%-14.59%
9VVisa Inc-class A Shares股票-金融2.39%-0.31%+2.80%
10PANWPalo Alto Networks INC股票-科技2.16%+0.12%+21.49%
11GOOGLAlphabet Inc-cl A股票-通信服务2.10%-0.24%-2.41%
12IBMIntl Business Machines CORP股票-科技2.02%-0.60%-5.78%
13MRVLMarvell Technology INC股票-科技1.92%+0.30%+1.34%
14DHRDanaher CORP股票-医疗保健1.82%-0.32%+2.88%
15PWRQuanta Services INC股票-工业1.81%+0.43%+0.98%
16AAPLApple INC股票-科技1.74%-0.16%-1.59%
17LOWLowe's Cos INC股票-周期性消费1.72%-0.20%-8.67%
18DEDeere & Co股票-工业1.64%+0.21%-5.30%
19LFUSLittelfuse INC股票-科技1.61%+0.28%-9.24%
20KEYSKeysight Technologies In股票-科技1.53%+0.27%-12.83%
21AVGOBroadcom INC股票-科技1.51%-0.26%-4.97%
22DRSKAptus Defined Risk ETFETF-其他1.49%+0.40%+42.18%
23NXPINXP Semiconductors N.V.股票-科技1.39%-0.30%-9.05%
24ACIOAptus Collared Invest OppETF-其他1.34%+0.24%+27.05%
25FMAOFarmers & Merchants Banco/oh股票-其他1.32%—-3.51%
26ACNAccenture plc股票-科技1.28%-0.17%+19.37%
27APHAmphenol Corp-cl A股票-科技1.24%+0.99%+428.57%
28CARYAngel Oak Income ETFETF-其他1.24%+0.16%+15.31%
29UBERUber Technologies INC股票-工业1.22%—+17.14%
30WMTWalmart INC股票-非周期性消费1.11%+0.45%+50.08%
31DMBSDoubleline Mortgage ETFETF-其他1.08%+0.24%+28.47%
32ULSUl Solutions INC - Class A股票-工业1.08%-0.13%-18.14%
33JPMJpmorgan Chase & Co股票-金融1.04%—+7.78%
34NOWServicenow INC股票-科技1.03%—+56.41%
35ABBVAbbvie INC股票-医疗保健1.00%—-1.94%
36JAAAJanus Henderson Aaa Clo ETFETF-其他0.99%—+1.75%
37CATCaterpillar INC股票-工业0.94%+0.16%-2.22%
38CVXChevron CORP股票-能源0.92%+0.18%-8.25%
39CRAICra International INC股票-其他0.89%+0.47%+162.72%
40XONEBondbloxx Bbg 1 Dur US TreasETF-其他0.83%+0.15%+21.98%
41SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长0.77%—-2.67%
42OSCVOpus Small Cap Value ETFETF-中小型股0.75%+0.20%+29.16%
43PEPPepsico INC股票-非周期性消费0.70%-0.17%-25.48%
44DLRDigital Realty Trust INC股票-房地产0.69%—-24.10%
45PHParker Hannifin CORP股票-工业0.67%—-3.45%
46DGROIshares Core Dividend GrowthETF-其他0.67%—-4.69%
47FANGDiamondback Energy INC股票-能源0.65%+0.25%+23.47%
48SNPSSynopsys INC股票-科技0.65%—+13.61%
49CGNGCap Group New Geography EqETF-其他0.64%—+6.45%
50AMTAmerican Tower CORP股票-房地产0.62%+0.16%+39.24%
1–50 of 137

本季持股变动

Mendel Money Management 在 2026-03-31 最显著的持仓异动： 清仓: Fortinet INC (FTNT); 清仓: Jpmorgan Ultra-short Income (JPST); 清仓: Kontoor Brands INC (KTB); 清仓: Salesforce INC (CRM); 加仓: Amphenol Corp-cl A (APH) — 股数 +428.57%.

Mendel Money Management 于截至 2026-03-31 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
1APHAmphenol Corp-cl A+1%+428.57%加仓
2CRAICra International INC+0.5%+162.72%加仓
3WMTWalmart INC+0.5%+50.08%加仓
4PWRQuanta Services INC+0.4%+0.98%加仓
5DRSKAptus Defined Risk ETF+0.4%+42.18%加仓
6LINLinde plc+0.4%+1.45%加仓
7GEVGE Vernova INC+0.3%-14.59%减仓
8MRVLMarvell Technology INC+0.3%+1.34%加仓
9LFUSLittelfuse INC+0.3%-9.24%减仓
10KEYSKeysight Technologies In+0.3%-12.83%减仓
11FANGDiamondback Energy INC+0.3%+23.47%加仓
12ACIOAptus Collared Invest Opp+0.2%+27.05%加仓
13DMBSDoubleline Mortgage ETF+0.2%+28.47%加仓
14DEDeere & Co+0.2%-5.30%减仓
15OSCVOpus Small Cap Value ETF+0.2%+29.16%加仓
16CVXChevron CORP+0.2%-8.25%减仓
17SPYMSte Str Spdr Pt S&p 500 ETF+0.2%+49.72%加仓
18JPINJPM Diversified Ret Intl Eq+0.2%+41.47%加仓
19AMTAmerican Tower CORP+0.2%+39.24%加仓
20CATCaterpillar INC+0.2%-2.22%减仓
21CARYAngel Oak Income ETF+0.2%+15.31%加仓
22XONEBondbloxx Bbg 1 Dur US Treas+0.2%+21.98%加仓
23NVDANvidia CORP+0.1%+43.24%加仓
24PANWPalo Alto Networks INC+0.1%+21.49%加仓
25GSEWGoldman Sachs Eql Wght Large+0.1%+54.41%加仓
26LLYEli Lilly & Co-0.1%-1.35%减仓
27ULSUl Solutions INC - Class A-0.1%-18.14%减仓
28DISWalt Disney Co/the-0.1%-36.32%减仓
29UNHUnitedhealth Group INC-0.2%-5.13%减仓
30AAPLApple INC-0.2%-1.59%减仓
31ACNAccenture plc-0.2%+19.37%加仓
32CERTCertara INC-0.2%-34.22%减仓
33PEPPepsico INC-0.2%-25.48%减仓
34LOWLowe's Cos INC-0.2%-8.67%减仓
35GOOGLAlphabet Inc-cl A-0.2%-2.41%减仓
36AMZNAmazon.com INC-0.3%+3.38%加仓
37AVGOBroadcom INC-0.3%-4.97%减仓
38TMOThermo Fisher Scientific INC-0.3%+6.08%加仓
39BACBank Of America CORP-0.3%-63.86%减仓
40NXPINXP Semiconductors N.V.-0.3%-9.05%减仓
41VVisa Inc-class A Shares-0.3%+2.80%加仓
42DHRDanaher CORP-0.3%+2.88%加仓
43WDAYWorkday Inc-class A-0.4%-40.08%减仓
44GOOGAlphabet Inc-cl C-0.5%-6.82%减仓
45IBMIntl Business Machines CORP-0.6%-5.78%减仓
46MSFTMicrosoft CORP-0.8%+7.08%加仓
47FTNTFortinet INC—EXIT清仓
48JPSTJpmorgan Ultra-short Income—EXIT清仓
49KTBKontoor Brands INC—EXIT清仓
50CRMSalesforce INC—EXIT清仓

FAQ

Mendel Money Management 是什么机构？属于哪种投资人类型？
Mendel Money Management 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（2026-03-31），该机构追踪的股票投资组合估值约为 US$2.4亿，分布在 137 个已申报仓位之中。
Mendel Money Management 目前前几大持股有哪些？
根据最新 13F 申报，Mendel Money Management 按市值排列的前几大持股为： 1. Microsoft CORP (MSFT) — US$825.9万 (3.5%) 2. Amazon.com INC (AMZN) — US$809.0万 (3.4%) 3. Alphabet Inc-cl C (GOOG) — US$693.7万 (2.9%) 4. Thermo Fisher Scientific INC (TMO) — US$597.1万 (2.5%) 5. Rtx CORP (RTX) — US$584.8万 (2.5%)
Mendel Money Management 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Mendel Money Management 共进行了 50 项显著调整：新建仓 0 个仓位、加仓 25 个既有持股、减仓 21 个仓位，并完全清仓 4 个持股。 其中幅度最大的异动：清仓: Fortinet INC (FTNT); 清仓: Jpmorgan Ultra-short Income (JPST); 清仓: Kontoor Brands INC (KTB); 清仓: Salesforce INC (CRM); 加仓: Amphenol Corp-cl A (APH) — 股数 +428.57%
Mendel Money Management 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，Mendel Money Management 的主要板块分布如下： • Information Technology: 29.4% • Industrials: 23.5% • Health Care: 13.0% • Consumer Discretionary: 8.4% • Communication Services: 6.4% • Financials: 6.3%