13FBOX
Drexel Morgan & Co. · 13F 持仓分析
期权收益计算器 机构排行

Drexel Morgan & Co.

No.3416 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$7.19亿
环比变动 Q1 2026
+$3,699.1万+5.4%
持仓股票数
60
新买入
2
加仓
3
减仓
1
清仓
2
持股不变
54
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
AAT&TT
17.49%18.38%$1.26亿607.5万股$1.25亿432.3万股+175.2万股+40.52%加仓
联合包裹UPSUPS
13.66%11.72%$9,819.7万91.3万股$7,992.8万81.2万股+10.1万股+12.43%加仓
强生JNJ
7.64%7.75%$5,491.0万21.6万股$5,285.0万21.6万股00.00%持仓不变
摩根大通JPM
7.45%7.06%$5,354.8万16.4万股$4,812.1万16.4万股00.00%持仓不变
IIBMIBM
5.47%4.97%$3,929.5万14.0万股$3,387.0万14.0万股00.00%持仓不变
CCLEVELAND-CLIFFS NEWCLF
5.23%4.21%$3,756.0万400.0万股$2,871.0万339.8万股+60.2万股+17.73%加仓
可口可乐KO
5.16%5.09%$3,709.3万45.6万股$3,471.0万45.6万股00.00%持仓不变
美国运通AXP
4.51%4.26%$3,244.4万9.6万股$2,901.3万9.6万股00.00%持仓不变
卡特彼勒CAT
4.13%2.9%$2,969.6万2.8万股$1,975.6万2.8万股00.00%持仓不变
THE CAMPBELLSCPB
3.1%3.27%$2,227.0万100.0万股$2,227.0万100.0万股00.00%持仓不变
迪尔DE
2.48%2.32%$1,780.2万2.8万股$1,580.9万2.8万股00.00%持仓不变
默沙东MRK
2.36%2.33%$1,700.0万13.2万股$1,591.3万13.2万股00.00%持仓不变
斯伦贝谢SLB
2.23%2.6%$1,605.8万34.5万股$1,775.1万34.5万股00.00%持仓不变
苹果AAPL
1.78%1.65%$1,281.7万4.4万股$1,124.2万4.4万股00.00%持仓不变
微软MSFT
1.56%1.64%$1,123.9万3.0万股$1,115.3万3.0万股00.00%持仓不变
迪士尼DIS
1.56%1.65%$1,123.1万11.7万股$1,124.6万11.7万股00.00%持仓不变
WASHINGTON TR BANCORPWASH
1.53%1.48%$1,097.3万30.1万股$1,006.5万30.1万股00.00%持仓不变
埃克森美孚XOM
1.31%1.71%$939.0万6.9万股$1,165.2万6.9万股00.00%持仓不变
SSPDR标普500 ETFSPY
1.1%1.01%$788.7万1.1万股$686.8万1.1万股00.00%持仓不变
联合太平洋铁路UNP
0.73%0.69%$526.9万1.9万股$470.0万1.9万股00.00%持仓不变
V先锋领航指数基金VOO
0.67%0.55%$478.7万6,500股$375.2万6,500股00.00%持仓不变
威瑞森VZ
0.62%0.77%$444.6万10.5万股$527.1万10.5万股00.00%持仓不变
英伟达NVDA
0.61%0.56%$436.2万2.2万股$380.2万2.2万股00.00%持仓不变
宝洁PG
0.6%0.63%$433.9万3.0万股$427.4万3.0万股00.00%持仓不变
艾默生电气EMR
0.6%0.57%$428.1万3.0万股$391.8万3.0万股00.00%持仓不变
3M COMMMM
0.52%0.49%$374.4万2.3万股$335.8万2.3万股00.00%持仓不变
雷神技术RTX
0.51%0.55%$366.0万1.9万股$372.1万1.9万股00.00%持仓不变
麦当劳MCD
0.47%0.57%$340.0万1.3万股$390.9万1.3万股00.00%持仓不变
I景顺交易所交易基金信托RSP
0.45%0.43%$323.7万1.5万股$292.0万1.5万股00.00%持仓不变
雅培ABT
0.43%0.51%$310.2万3.4万股$350.9万3.4万股00.00%持仓不变
壳牌SHEL
0.42%0.53%$298.9万3.9万股$358.5万3.9万股00.00%持仓不变
高露洁CL
0.37%0.36%$264.2万2.9万股$245.6万2.9万股00.00%持仓不变
礼来LLY
0.36%0.29%$256.0万2,134股$196.3万2,134股00.00%持仓不变
KYNDRYLKD
0.31%0.38%$226.2万20.0万股$262.4万20.0万股00.00%持仓不变
T汤森路透TRI
0.28%$201.0万2.5万股$00股+2.5万股新买入
美敦力MDT
0.23%0.27%$168.6万2.2万股$186.7万2.2万股00.00%持仓不变
诺华NVS
0.23%0.24%$168.0万1.1万股$163.7万1.1万股00.00%持仓不变
UUNILEVER SPON ADR NEWUL
0.23%0.23%$167.6万2.8万股$158.8万2.8万股00.00%持仓不变
家得宝HD
0.16%0.16%$116.4万3,300股$108.5万3,300股00.00%持仓不变
SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA
0.15%0.14%$104.5万2,000股$92.6万2,000股00.00%持仓不变
IiShares安硕·RUSSELLIWM
0.12%0.1%$86.1万2,866股$71.1万2,866股00.00%持仓不变
HOWMET AEROSPACE COMHWM
0.09%0.08%$67.2万2,500股$57.6万2,500股00.00%持仓不变
杜邦DD
0.09%0.1%$64.4万4,751股$65.3万1.4万股-9,511股-66.69%减仓
CARRIER GLOBALCARR
0.09%0.07%$62.9万8,578股$48.3万8,578股00.00%持仓不变
IiShares安硕·COREIJH
0.08%0.08%$59.8万7,755股$52.4万7,755股00.00%持仓不变
雪佛龙CVX
0.08%0.11%$58.0万3,500股$72.4万3,500股00.00%持仓不变
WELLS FARGO NEWWFC
0.08%0.08%$55.8万6,747股$53.7万6,747股00.00%持仓不变
谷歌AGOOGL
0.08%0.06%$54.3万1,520股$43.7万1,520股00.00%持仓不变
SSPDR行业精选信托XLF
0.07%0.07%$53.6万1.0万股$49.4万1.0万股00.00%持仓不变
QQNITY ELECTRONICS COMMON STOCKQ
0.07%0.06%$53.5万3,274股$37.8万3,274股00.00%持仓不变

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