Boit C F David
特别关注No.6548 数据截至 2026Q2环比变动 Q1 2026
+$1,230.3万+5.5%
| 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 |
|---|
 伯克希尔哈撒韦BRK.B |
| 6.56% | 6.73% | $1,557.6万 | 3.1万股 | $1,515.6万 | 3.2万股 | -500股-1.58% | 减仓 |
 卡特彼勒CAT |
| 6.36% | 5.19% | $1,512.2万 | 1.4万股 | $1,169.0万 | 1.7万股 | -2,300股-13.94% | 减仓 |
 谷歌AGOOGL |
| 5.78% | 4.89% | $1,373.1万 | 3.8万股 | $1,102.0万 | 3.8万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 5.12% | 5.36% | $1,216.2万 | 3.3万股 | $1,206.9万 | 3.3万股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 4.82% | 6.33% | $1,146.4万 | 8.4万股 | $1,426.0万 | 8.4万股 | 00.00% | 持仓不变 |
 博通AVGO |
| 4.19% | 3.81% | $995.4万 | 2.6万股 | $858.9万 | 2.8万股 | -1,400股-5.05% | 减仓 |
 VisaV |
| 3.85% | 4.13% | $913.6万 | 2.7万股 | $931.4万 | 2.7万股 | 00.00% | 持仓不变 |
 默沙东MRK |
| 3.8% | 3.75% | $903.1万 | 7.0万股 | $845.4万 | 7.0万股 | 00.00% | 持仓不变 |
 强生JNJ |
| 3.79% | 3.85% | $901.6万 | 3.6万股 | $867.8万 | 3.6万股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 3.65% | 3.38% | $868.1万 | 3.0万股 | $761.4万 | 3.0万股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 2.61% | 2.37% | $619.0万 | 2.5万股 | $535.0万 | 2.5万股 | 00.00% | 持仓不变 |
| BBANK OF AMERBAC |
| 2.57% | 2.32% | $610.8万 | 10.7万股 | $522.6万 | 10.7万股 | 00.00% | 持仓不变 |
 万事达MA |
| 2.41% | 2.47% | $572.2万 | 1.1万股 | $556.6万 | 1.1万股 | 00.00% | 持仓不变 |
 CHUBB LIMITEDCB |
| 2.32% | 2.34% | $550.8万 | 1.6万股 | $526.9万 | 1.6万股 | 00.00% | 持仓不变 |
 麦当劳MCD |
| 2.25% | 2.73% | $535.2万 | 2.0万股 | $615.4万 | 2.0万股 | 00.00% | 持仓不变 |
 ADPADP |
| 2.24% | 2.02% | $532.4万 | 2.4万股 | $455.1万 | 2.2万股 | +1,375股+6.14% | 加仓 |
 摩根大通JPM |
| 2% | 1.9% | $476.3万 | 1.5万股 | $428.0万 | 1.5万股 | 00.00% | 持仓不变 |
 ANALOG DEVICES COMADI |
| 2% | 1.69% | $474.4万 | 1.2万股 | $380.0万 | 1.2万股 | 00.00% | 持仓不变 |
 康宁GLW |
| 1.82% | 1.03% | $431.7万 | 1.7万股 | $231.1万 | 1.7万股 | -100股-0.59% | 减仓 |
 史赛克SYK |
| 1.73% | 1.7% | $410.7万 | 1.3万股 | $382.6万 | 1.2万股 | +1,400股+12.02% | 加仓 |
| Q高通QCOM |
| 1.67% | 1.7% | $397.3万 | 2.2万股 | $382.2万 | 2.2万股 | 00.00% | 持仓不变 |
 宝洁PG |
| 1.56% | 1.62% | $370.6万 | 2.5万股 | $365.1万 | 2.5万股 | 00.00% | 持仓不变 |
 百事可乐PEP |
| 1.3% | 1.42% | $310.1万 | 2.3万股 | $320.4万 | 2.3万股 | 00.00% | 持仓不变 |
 派克汉尼汾PH |
| 1.28% | 1.23% | $303.2万 | 3,100股 | $277.5万 | 3,100股 | 00.00% | 持仓不变 |
 雅培ABT |
| 1.25% | 1.49% | $297.6万 | 3.3万股 | $336.8万 | 3.3万股 | 00.00% | 持仓不变 |
 财捷INTU |
| 1.25% | 1.75% | $296.2万 | 1.1万股 | $393.5万 | 9,100股 | +2,250股+24.73% | 加仓 |
 洛克希德马丁LMT |
| 1.13% | 1.41% | $268.0万 | 5,260股 | $317.9万 | 5,260股 | 00.00% | 持仓不变 |
 BOOKING COMBKNG |
| 0.92% | 0.47% | $218.3万 | 1.2万股 | $105.3万 | 250股 | +1.2万股+4,800.00% | 加仓 |
 应用材料AMAT |
| 0.91% | 0.46% | $216.9万 | 3,000股 | $102.5万 | 3,000股 | 00.00% | 持仓不变 |
 诺华NVS |
| 0.84% | 0.87% | $200.6万 | 1.3万股 | $195.5万 | 1.3万股 | 00.00% | 持仓不变 |
 CHURCH & DWIGHTCHD |
| 0.74% | 0.75% | $175.7万 | 1.8万股 | $169.3万 | 1.8万股 | 00.00% | 持仓不变 |
 DANAHER DEL COMDHR |
| 0.71% | 0.74% | $168.6万 | 8,850股 | $167.8万 | 8,850股 | 00.00% | 持仓不变 |
 帕卡PCAR |
| 0.67% | 0.68% | $160.1万 | 1.3万股 | $154.0万 | 1.3万股 | 00.00% | 持仓不变 |
 联合太平洋铁路UNP |
| 0.64% | 0.61% | $153.0万 | 5,625股 | $136.5万 | 5,625股 | 00.00% | 持仓不变 |
 EOG资源EOG |
| 0.64% | 0.75% | $152.4万 | 1.2万股 | $169.9万 | 1.2万股 | 00.00% | 持仓不变 |
 高露洁CL |
| 0.63% | 0.61% | $148.5万 | 1.6万股 | $138.1万 | 1.6万股 | 00.00% | 持仓不变 |
 GE航空GE |
| 0.62% | 0.5% | $147.1万 | 3,936股 | $111.7万 | 3,936股 | 00.00% | 持仓不变 |
 林德LIN |
| 0.61% | 0.62% | $145.3万 | 2,800股 | $138.8万 | 2,800股 | 00.00% | 持仓不变 |
 AMGEN COMAMGN |
| 0.61% | 0.62% | $144.8万 | 4,000股 | $140.7万 | 4,000股 | 00.00% | 持仓不变 |
 甲骨文ORCL |
| 0.6% | 0.64% | $143.6万 | 9,800股 | $144.2万 | 9,800股 | 00.00% | 持仓不变 |
 AMERICAN TOWER COMAMT |
| 0.6% | 0.67% | $142.5万 | 8,710股 | $150.3万 | 8,710股 | 00.00% | 持仓不变 |
| T赛默飞世尔TMO |
| 0.57% | 0.59% | $136.1万 | 2,715股 | $133.5万 | 2,715股 | 00.00% | 持仓不变 |
 PPG工业PPG |
| 0.55% | 0.52% | $131.9万 | 1.1万股 | $116.2万 | 1.1万股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.51% | 0.46% | $120.1万 | 6,000股 | $104.6万 | 6,000股 | 00.00% | 持仓不变 |
 辉瑞PFE |
| 0.5% | 0.61% | $118.2万 | 4.9万股 | $137.9万 | 4.9万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.47% | 0.43% | $110.6万 | 4,640股 | $96.6万 | 4,640股 | 00.00% | 持仓不变 |
 固安捷GWW |
| 0.46% | 0.39% | $108.8万 | 800股 | $87.3万 | 800股 | 00.00% | 持仓不变 |
 CARLISLE COSCSL |
| 0.43% | 0.41% | $101.6万 | 2,800股 | $93.4万 | 2,800股 | 00.00% | 持仓不变 |
| IIBMIBM |
| 0.42% | 0.39% | $100.8万 | 3,584股 | $86.9万 | 3,584股 | 00.00% | 持仓不变 |
 标普全球SPGI |
| 0.4% | 0.39% | $95.7万 | 2,350股 | $87.2万 | 2,050股 | +300股+14.63% | 加仓 |
