McGinn Investment Management, Inc.

报告期 2026-03-31 · CIK 0001845031

持仓数

前50大市值合计

$153.0M

报告期

2026-03-31

当前持仓调仓

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 25Q4 25Q3 25Q2 25Q1 24Q4 24Q3 24Q2 24Q1 23Q4 23Q3 23Q2 23Q1 22Q4 22Q3 22Q2 22Q1 21Q4 21Q3 21Q2

23Q4 调仓2023-09-30 → 2023-12-31 · 共 26 项增持 1减持 24清仓 1

方向

标的

Δ市值

现股数(环比)

清仓

BHRB BURKE & HERBERT FINANCIAL SERV

-$3.3M

0 -100%

减持

MSFT MICROSOFT CORPORATION

+$2.1M

36,914 -1%

减持

BAYRY BAYER AG

-$1.7M

250,749 -26%

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。

减持

BA BOEING CO.

+$1.7M

25,241 -1%

减持

DLTR DOLLAR TREE INC.

+$1.6M

45,628 -1%

减持

INTC INTEL CORPORATION

+$1.5M

106,248 -1%

减持

META META PLATFORMS INC.

+$1.5M

30,603 -1%

减持

AAPL APPLE INC.

+$1.2M

62,848 -1%

减持

JPM JP MORGAN CHASE & CO

+$1.2M

48,339 -1%

减持

SPG SIMON PPTY GROUP NEW

+$1.0M

30,894 -2%

减持

— EXXON MOBIL CORP

-$907.0K

44,976 -2%

减持

— TARGET CORP.

+$861.0K

28,057 -1%

减持

BAC BANK OF AMERICA CORP

+$832.0K

136,969 -1%

减持

SLB SCHLUMBERGER LTD

-$672.0K

85,830 -3%

减持

HD HOME DEPOT

+$657.0K

16,331 -1%

减持

CVX CHEVRON

-$637.0K

28,323 -2%

减持

— GOLDMAN SACHS GROUP INC

+$549.0K

9,591 -1%

减持

CVS CVS CORP

+$451.0K

55,863 -1%

减持

PCG PACIFIC GAS & ELECTRIC

+$435.0K

254,025 -1%

减持

DIS WALT DISNEY COMPANY

+$432.0K

52,014 -1%

减持

— FEDEX CORP.

-$301.0K

19,180 -1%

减持

KVUE KENVUE, INC.

+$203.0K

168,799 -1%

减持

LVMUY LVMH MOET HENNESSY LOUIS VUITT

+$178.0K

17,265 -1%

减持

— MERCK CO.

+$110.0K

32,940 -3%

减持

JNJ JOHNSON & JOHNSON

-$37.0K

20,089 -2%