13FBOX
LETSON INVESTMENT MANAGEMENT, INC. · 13F 持仓分析
期权收益计算器 机构排行

LETSON INVESTMENT MANAGEMENT, INC.

No.6091 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.73亿
环比变动 Q1 2026
+$1,227.3万+4.7%
持仓股票数
104
新买入
7
加仓
19
减仓
22
清仓
4
持股不变
56
持仓市值走势图
持仓板块构成
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
艾伯维ABBV
10.24%9.3%$2,791.9万11.1万股$2,420.8万11.1万股-361股-0.32%减仓
强生JNJ
7.35%7.42%$2,002.2万7.9万股$1,930.5万7.9万股-140股-0.18%减仓
VisaV
6.8%6.27%$1,852.1万5.4万股$1,632.7万5.4万股-36股-0.07%减仓
LoewsL
4.27%4.21%$1,164.9万10.3万股$1,096.9万10.3万股+131股+0.13%加仓
美国运通AXP
3.88%3.65%$1,056.7万3.1万股$951.0万3.1万股-202股-0.64%减仓
雅培ABT
3.62%4.29%$985.8万10.9万股$1,116.1万10.9万股-65股-0.06%减仓
史赛克SYK
2.46%2.7%$669.4万2.1万股$702.0万2.1万股-100股-0.47%减仓
默沙东MRK
2.44%2.47%$665.9万5.2万股$642.3万5.3万股-1,574股-2.95%减仓
百事可乐PEP
2.39%2.86%$651.4万4.8万股$745.6万4.8万股+97股+0.20%加仓
BBANK OF AMERBAC
2.26%2.03%$615.2万10.8万股$529.2万10.9万股-590股-0.54%减仓
联合太平洋铁路UNP
2.24%2.09%$610.0万2.2万股$543.0万2.2万股+48股+0.21%加仓
CARRIER GLOBALCARR
2.22%1.79%$606.3万8.3万股$465.4万8.3万股+8股+0.01%加仓
特灵科技TT
2.17%1.96%$590.6万1.2万股$510.5万1.2万股-225股-1.84%减仓
麦当劳MCD
1.99%2.4%$543.0万2.0万股$624.3万2.0万股+3股+0.01%加仓
埃森哲ACN
1.98%3.33%$538.4万4.3万股$866.3万4.4万股-425股-0.97%减仓
加拿大国家铁路CNI
1.89%1.71%$515.9万4.3万股$445.2万4.3万股-52股-0.12%减仓
ADPADP
1.88%1.79%$513.2万2.3万股$465.5万2.3万股+5股+0.02%加仓
G通用动力VTI
1.78%1.62%$485.7万1.3万股$421.1万1.3万股00.00%持仓不变
PAYCHEX COMPAYX
1.77%1.7%$481.9万4.9万股$442.0万4.8万股+1,025股+2.14%加仓
AMGEN COMAMGN
1.73%1.76%$470.8万1.3万股$457.4万1.3万股00.00%持仓不变
美光科技MU
1.69%0.69%$461.7万4,000股$179.1万5,300股-1,300股-24.53%减仓
CHUBB LIMITEDCB
1.49%1.49%$407.3万1.2万股$388.4万1.2万股+36股+0.30%加仓
GeneracGNRC
1.36%0.95%$370.9万1.3万股$247.4万1.3万股00.00%持仓不变
摩根大通JPM
1.24%1.18%$337.5万1.0万股$308.3万1.0万股-169股-1.61%减仓
FFiservFISV
1.19%1.35%$323.7万6.6万股$351.1万6.3万股+3,072股+4.88%加仓
EquifaxEFX
1.17%1.39%$318.4万2.0万股$361.3万2.0万股00.00%持仓不变
雷神技术RTX
1.08%1.15%$293.5万1.5万股$298.4万1.5万股+4股+0.03%加仓
PHILIP MORRIS INTLPM
1.06%1.02%$289.5万1.6万股$264.6万1.6万股00.00%持仓不变
ILLINOIS TOOLITW
1.02%1.03%$279.0万1.0万股$267.6万1.0万股+35股+0.34%加仓
博通AVGO
0.91%0.78%$248.6万6,580股$203.7万6,580股00.00%持仓不变
KEURIG DR PEPPER COMKDP
0.9%0.91%$245.7万7.5万股$237.4万9.0万股-1.5万股-16.74%减仓
NORTHROP GRUMMAN COMNOC
0.86%1.22%$235.3万4,620股$317.5万4,654股-34股-0.73%减仓
财捷INTU
0.86%1.62%$235.2万9,011股$422.7万9,776股-765股-7.83%减仓
美国包装PKG
0.83%0.77%$225.0万9,444股$200.3万9,439股+5股+0.05%加仓
好市多COST
0.82%0.92%$224.2万2,397股$239.3万2,401股-4股-0.17%减仓
BBECTON DICKINSON & COMBDX
0.75%0.82%$205.5万1.4万股$212.5万1.4万股+69股+0.51%加仓
OTIS WORLDWIDEOTIS
0.71%0.8%$193.7万2.7万股$208.5万2.7万股+7股+0.03%加仓
高露洁CL
0.65%0.63%$177.2万1.9万股$164.7万1.9万股00.00%持仓不变
家得宝HD
0.64%0.63%$175.0万4,961股$163.2万4,961股00.00%持仓不变
SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA
0.63%0.59%$172.4万3,300股$152.9万3,300股00.00%持仓不变
NORFOLK SOUTHN COMNSC
0.63%0.6%$170.5万5,421股$155.6万5,420股+1股+0.02%加仓
YUM BRANDS COMYUM
0.61%0.62%$167.2万1.0万股$162.6万1.0万股00.00%持仓不变
雪佛龙CVX
0.61%0.8%$165.9万1.0万股$208.0万1.0万股-45股-0.45%减仓
阿默普莱斯AMP
0.57%0.58%$155.1万3,381股$150.3万3,381股00.00%持仓不变
英伟达NVDA
0.56%0.51%$152.8万7,637股$133.2万7,637股00.00%持仓不变
迪士尼DIS
0.55%0.58%$149.7万1.6万股$150.6万1.6万股-70股-0.45%减仓
MCCORMICK & COM NON VTGMKC
0.51%0.53%$138.4万2.7万股$138.4万2.7万股00.00%持仓不变
万事达MA
0.47%0.48%$129.0万2,512股$124.1万2,483股+29股+1.17%加仓
可口可乐KO
0.38%0.37%$104.0万1.3万股$97.3万1.3万股00.00%持仓不变
Genuine Parts Co ComGPC
0.37%0.35%$101.9万8,634股$91.3万8,634股00.00%持仓不变

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