Bradyco, Inc.
特别关注No.9263 数据截至 2026Q2最新持仓市值 (Q2 2026)
$8,720.7万
环比变动 Q1 2026
-$4,187.2万-32.4%
| 股票 | 历史所有权 | 投资组合占比 | 上一季度占比 | Q2 2026 市值 | Q2 2026 股数 | 上季度市值 | 上季度股数 | 股数变动 | 操作 |
|---|
 微软MSFT |
| 16.48% | 11.05% | $1,437.3万 | 3.9万股 | $1,426.3万 | 3.9万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 14.81% | 8.75% | $1,291.8万 | 5.4万股 | $1,129.0万 | 5.4万股 | -10股-0.02% | 减仓 |
 苹果AAPL |
| 8.44% | 5% | $735.8万 | 2.5万股 | $645.4万 | 2.5万股 | 00.00% | 持仓不变 |
 好市多COST |
| 7.04% | 5.07% | $614.0万 | 6,564股 | $654.1万 | 6,564股 | 00.00% | 持仓不变 |
 摩根士丹利MS |
| 6.07% | 3.23% | $529.5万 | 2.5万股 | $416.8万 | 2.5万股 | 00.00% | 持仓不变 |
 Markel Group Inc.MKL |
| 4.56% | 3.02% | $397.6万 | 2,036股 | $389.7万 | 2,036股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 4.13% | 2.51% | $360.3万 | 1.1万股 | $323.8万 | 1.1万股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 3.88% | 3.25% | $338.5万 | 2.5万股 | $420.1万 | 2.5万股 | 00.00% | 持仓不变 |
 强生JNJ |
| 3.44% | 2.23% | $299.6万 | 1.2万股 | $288.4万 | 1.2万股 | 00.00% | 持仓不变 |
 宝洁PG |
| 2.88% | 1.92% | $251.4万 | 1.7万股 | $247.6万 | 1.7万股 | 00.00% | 持仓不变 |
 迪士尼DIS |
| 2.77% | 2.03% | $241.8万 | 2.5万股 | $262.3万 | 2.7万股 | -2,100股-7.71% | 减仓 |
 PALO ALTOPANW |
| 2.69% | 1.01% | $234.4万 | 6,874股 | $130.5万 | 8,138股 | -1,264股-15.53% | 减仓 |
 VisaV |
| 2.36% | 1.4% | $205.5万 | 5,990股 | $181.0万 | 5,990股 | 00.00% | 持仓不变 |
 百事可乐PEP |
| 2.03% | 1.58% | $177.4万 | 1.3万股 | $203.5万 | 1.3万股 | 00.00% | 持仓不变 |
 美国运通AXP |
| 1.97% | 1.19% | $171.6万 | 5,074股 | $153.5万 | 5,074股 | 00.00% | 持仓不变 |
 伊顿ETN |
| 1.45% | 1.05% | $126.6万 | 2,972股 | $135.6万 | 3,790股 | -818股-21.58% | 减仓 |
 Meta平台META |
| 1.43% | 1.21% | $124.4万 | 2,209股 | $156.7万 | 2,739股 | -530股-19.35% | 减仓 |
 英伟达NVDA |
| 1.32% | 0.78% | $115.1万 | 5,750股 | $100.3万 | 5,750股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 1.18% | 0.7% | $103.3万 | 1,379股 | $90.1万 | 1,379股 | 00.00% | 持仓不变 |
 Arista网络ANET |
| 1.16% | 0.72% | $101.2万 | 5,956股 | $92.9万 | 7,568股 | -1,612股-21.30% | 减仓 |
 可口可乐KO |
| 1.08% | 0.68% | $94.4万 | 1.2万股 | $88.3万 | 1.2万股 | 00.00% | 持仓不变 |
 林德LIN |
| 1.06% | 0.68% | $92.3万 | 1,778股 | $88.1万 | 1,778股 | 00.00% | 持仓不变 |
 诺华NVS |
| 1.05% | 0.69% | $91.5万 | 5,841股 | $89.2万 | 5,841股 | 00.00% | 持仓不变 |
 联合健康UNH |
| 1% | 0.44% | $87.2万 | 2,099股 | $56.8万 | 2,099股 | 00.00% | 持仓不变 |
| M晨星MORN |
| 0.87% | 0.64% | $75.9万 | 4,864股 | $82.2万 | 4,864股 | 00.00% | 持仓不变 |
 DIAGEO SPON ADR NEWDEO |
| 0.85% | 0.58% | $74.3万 | 9,240股 | $75.1万 | 1.0万股 | -850股-8.42% | 减仓 |
 高露洁CL |
| 0.82% | 0.52% | $71.7万 | 7,825股 | $66.7万 | 7,825股 | 00.00% | 持仓不变 |
 艺康ECL |
| 0.77% | 0.64% | $67.3万 | 2,415股 | $82.2万 | 3,090股 | -675股-21.84% | 减仓 |
 LOWES COS COMLOW |
| 0.59% | 0.43% | $51.7万 | 2,344股 | $55.4万 | 2,344股 | 00.00% | 持仓不变 |
 ServiceNowNOW |
| 0.59% | 0.42% | $51.6万 | 5,200股 | $54.4万 | 5,200股 | 00.00% | 持仓不变 |
 WELLS FARGO NEWWFC |
| 0.53% | 0.35% | $46.5万 | 5,630股 | $44.8万 | 5,630股 | 00.00% | 持仓不变 |
 PAYCHEX COMPAYX |
| 0.36% | 0.29% | $31.1万 | 3,160股 | $37.9万 | 4,110股 | -950股-23.11% | 减仓 |
 M&T银行MTB |
| 0.32% | 0.19% | $28.0万 | 1,175股 | $24.3万 | 1,175股 | 00.00% | 持仓不变 |
