BECK MACK & OLIVER LLC
NEW YORK NY · SEC CIK 0000010742
$51.29亿2026Q2 申报市值
201持仓数
45.2%前十大占比 · 第一大 6.2%
15 / 9新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
ALC 加仓+$4,217.07万
ABT 加仓+$1,706.82万
SHC 新建仓+$980.60万
XOM 新建仓+$614.38万
SGI 加仓+$462.86万
2026Q2 卖出最多 按季末市值估算
GOOG 减仓-$4,127.32万
CSGP 减仓-$2,386.65万
SUNB 减仓-$1,560.27万
FERG 减仓-$1,300.83万
HLT 减仓-$1,129.28万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS S&P 500 ETF | $159.48万 | 0.03% | 2,322 | 3 | 0.1% | $2,060 | 加仓 |
| MO | ALTRIA GROUP INC | $143.15万 | 0.03% | 19,896 | 1,000 | 5.3% | $7.19万 | 加仓 |
| FAST | FASTENAL CO | $137.56万 | 0.03% | 28,640 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES COR | $136.78万 | 0.03% | 15,120 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $133.89万 | 0.03% | 28,800 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SERVICE ENTERPRISE GR | $133.10万 | 0.03% | 16,400 | 0 | 0.0% | — | 不变 |
| KNSL | KINSALE CAP GROUP INC COM | $131.92万 | 0.03% | 4,000 | -5,000 | -55.6% | -$164.91万 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $128.00万 | 0.02% | 1,714 | 211 | 14.0% | $15.76万 | 加仓 |
| D | DOMINION ENERGY | $127.65万 | 0.02% | 18,693 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC. | $125.67万 | 0.02% | 14,318 | -509 | -3.4% | -$4.47万 | 减仓 |
| GS | GOLDMAN SACHS GROUP | $123.29万 | 0.02% | 1,219 | 0 | 0.0% | — | 不变 |
| ADP | AUTOM.DATA PROCESSING | $122.12万 | 0.02% | 5,453 | -10,030 | -64.8% | -$224.62万 | 减仓 |
| BELFB | BEL FUSE INC CL B | $116.56万 | 0.02% | 3,500 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC CL A | $115.14万 | 0.02% | 2,044 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $113.91万 | 0.02% | 5,980 | 3,985 | 199.7% | $75.91万 | 加仓 |
| PNC | PNC FINL SVCS GROUP COM | $111.02万 | 0.02% | 4,509 | -800 | -15.1% | -$19.70万 | 减仓 |
| MS | MORGAN STANLEY | $104.52万 | 0.02% | 5,000 | 0 | 0.0% | — | 不变 |
| ARXS | ARXIS INC CL A COM | $103.81万 | 0.02% | 22,500 | 22,500 | — | $103.81万 | 新建仓 |
| BNY | BANK NEW YORK MELLON CORP | $101.59万 | 0.02% | 7,025 | -680 | -8.8% | -$9.83万 | 减仓 |
| SHEL | SHELL PLC SPON ADS | $100.39万 | 0.02% | 12,947 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIF COM | $97.51万 | 0.02% | 1,945 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY | $96.38万 | 0.02% | 835 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $95.74万 | 0.02% | 9,737 | 4,000 | 69.7% | $39.33万 | 加仓 |
| KLAC | KLA-TENCOR CORP COM | $90.21万 | 0.02% | 2,990 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP NEW COM | $84.43万 | 0.02% | 3,242 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORP COM | $76.24万 | 0.01% | 10,394 | 0 | 0.0% | — | 不变 |
| PPTA | PERPETUA RESOURCES COR COM | $76.19万 | 0.01% | 36,700 | 16,000 | 77.3% | $33.22万 | 加仓 |
| KHC | KRAFT HEINZ CO COM | $70.86万 | 0.01% | 30,000 | -10,000 | -25.0% | -$23.62万 | 减仓 |
| EOG | EOG RES INC COM | $63.57万 | 0.01% | 4,900 | 0 | 0.0% | — | 不变 |
| GDXJ | VANECK VECTORS ETF TR JR GOLD | $59.93万 | 0.01% | 6,100 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $59.56万 | 0.01% | 6,496 | 0 | 0.0% | — | 不变 |
| MTD | METTLER TOLEDO INT'L | $56.21万 | 0.01% | 440 | -200 | -31.2% | -$25.55万 | 减仓 |
| CMCSA | COMCAST CORP CL A | $55.77万 | 0.01% | 22,717 | 0 | 0.0% | — | 不变 |
| EGP | EAST GROUP PROPERTIES INC | $54.68万 | 0.01% | 2,700 | 2,700 | — | $54.68万 | 新建仓 |
| RNR | RENAISSANCE RE HLDGS | $53.87万 | 0.01% | 1,700 | 0 | 0.0% | — | 不变 |
| LAMR | LAMAR ADVERTISING CO | $53.81万 | 0.01% | 3,450 | -50 | -1.4% | -$7,799 | 减仓 |
| CBSH | COMMERCE BANCSHARES COM | $52.75万 | 0.01% | 9,135 | 0 | 0.0% | — | 不变 |
| IBM | INTL. BUSINESS MACHINES | $51.35万 | 0.01% | 1,826 | 125 | 7.3% | $3.52万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $51.12万 | 0.01% | 2,548 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP COM | $50.21万 | 0.01% | 2,110 | 0 | 0.0% | — | 不变 |
| TOST | TOAST INC CL A | $46.00万 | 0.01% | 16,534 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL COM | $45.65万 | 0.01% | 2,048 | 0 | 0.0% | — | 不变 |
| FWONA | LIBERTY MEDIA CORP DEL FRMULA | $44.72万 | 0.01% | 5,109 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $42.45万 | 0.01% | 4,410 | -117 | -2.6% | -$1.13万 | 减仓 |
| BAX | BAXTER INTL INC | $42.43万 | 0.01% | 19,901 | -978 | -4.7% | -$2.09万 | 减仓 |
| LGND | LIGAND PHARM. CLB (RESTRICTED) | $41.53万 | 0.01% | 1,314 | -380 | -22.4% | -$12.01万 | 减仓 |
| ASML | ASML HOLDING N V NY REG SHS | $39.59万 | 0.01% | 199 | 0 | 0.0% | — | 不变 |
| FISV | FISERV INC COM | $39.51万 | 0.01% | 8,055 | 100 | 1.3% | $4,905 | 加仓 |
| CBRE | CBRE GROUP INC CL A | $39.41万 | 0.01% | 2,926 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC COM | $38.21万 | 0.01% | 1,282 | 57 | 4.7% | $1.70万 | 加仓 |
| TSLA | TESLA INC COM | $37.85万 | 0.01% | 900 | 0 | 0.0% | — | 不变 |
| SDY | STATE STREET SPDR S&P DIVID ET | $37.79万 | 0.01% | 2,483 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO COM | $37.77万 | 0.01% | 11,950 | -37 | -0.3% | -$1,170 | 减仓 |
| COP | CONOCOPHILLIPS COM | $37.22万 | 0.01% | 3,580 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC COM | $37.09万 | 0.01% | 520 | 0 | 0.0% | — | 不变 |
| — | JPMORGAN CHASE AND CO 6 DEP NC | $36.20万 | 0.01% | 14,312 | 0 | 0.0% | — | 不变 |
| ARM | ARM HOLDINGS PLC SPONSORED ADR | $35.46万 | 0.01% | 1,000 | 1,000 | — | $35.46万 | 新建仓 |
| CHCO | CITY HLDG CO COM | $34.63万 | 0.01% | 2,611 | 0 | 0.0% | — | 不变 |
| FWONK | LIBERTY MEDIA CORP DEL FRMULA | $34.29万 | 0.01% | 3,604 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB STRATEGIC TR US MID-CAP | $33.80万 | 0.01% | 9,167 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP COM | $32.81万 | 0.01% | 4,582 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO COM | $32.54万 | 0.01% | 3,400 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP COM | $32.44万 | 0.01% | 1,200 | -5 | -0.4% | -$1,352 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR US LCAP VA | $31.79万 | 0.01% | 9,134 | 0 | 0.0% | — | 不变 |
| — | WEBSTER FINANCIAL CP | $31.26万 | 0.01% | 4,091 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC COM | $31.16万 | 0.01% | 765 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC | $30.90万 | 0.01% | 799 | -2 | -0.2% | -$773 | 减仓 |
| CET | CENTRAL SECS CORP | $30.75万 | 0.01% | 5,863 | 1 | 0.0% | $52 | 加仓 |
| WFC | WELLS FARGO & CO NEW | $30.43万 | 0.01% | 3,682 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC COM | $30.27万 | 0.01% | 575 | -125 | -17.9% | -$6.58万 | 减仓 |
| INTU | INTUIT COM | $30.20万 | 0.01% | 1,157 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED COM | $29.92万 | 0.01% | 878 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS & CHEMICALS INC | $29.38万 | 0.01% | 1,002 | -63 | -5.9% | -$1.85万 | 减仓 |
| GLW | CORNING INC COM | $28.23万 | 0.01% | 1,105 | 1,105 | — | $28.23万 | 新建仓 |
| YUM | YUM! BRANDS INC. | $28.14万 | 0.01% | 1,760 | 0 | 0.0% | — | 不变 |
| J | JACOBS ENGR GROUP INC COM | $28.12万 | 0.01% | 2,232 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP COM | $28.04万 | 0.01% | 2,008 | -3,000 | -59.9% | -$41.89万 | 减仓 |
| AB | ALLIANCE BERNSTEIN HOLDING L.P | $26.97万 | 0.01% | 7,658 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL COM | $25.74万 | 0.01% | 8,050 | 2,000 | 33.1% | $6.39万 | 加仓 |
| VB | VANGUARD SMALL-CAP VIPERS | $25.16万 | 0.00% | 830 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $24.50万 | 0.00% | 1,100 | 1,100 | — | $24.50万 | 新建仓 |
| TD | TORONTO-DOMINION BK | $24.29万 | 0.00% | 2,000 | 2,000 | — | $24.29万 | 新建仓 |
| BB | BLACKBERRY LTD COM | $22.96万 | 0.00% | 18,150 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC COM | $22.42万 | 0.00% | 619 | -5 | -0.8% | -$1,811 | 减仓 |
| HYG | ISHARES TR IBOXX HI YD ETF | $22.38万 | 0.00% | 2,799 | 0 | 0.0% | — | 不变 |
| — | ONEX COPR SUB VTG (ONEXF) | $21.86万 | 0.00% | 2,935 | 0 | 0.0% | — | 不变 |
| IRM | IRON MOUNTAIN INC | $21.14万 | 0.00% | 1,674 | 1,674 | — | $21.14万 | 新建仓 |
| OKE | ONEOK INC NEW COM | $20.55万 | 0.00% | 2,364 | 2,364 | — | $20.55万 | 新建仓 |
| UNH | UNITED HEALTH GROUP | $20.49万 | 0.00% | 493 | 493 | — | $20.49万 | 新建仓 |
| — | WESDOME GOLD MINES LTD COM | $18.74万 | 0.00% | 10,900 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC COM | $16.94万 | 0.00% | 10,667 | 0 | 0.0% | — | 不变 |
| — | BODYCOTE PLC COM | $15.16万 | 0.00% | 17,000 | 0 | 0.0% | — | 不变 |
| IAUX | I-80 GOLD CORP COM | $14.40万 | 0.00% | 100,000 | 0 | 0.0% | — | 不变 |
| — | NATIONAL AUSTRALIA BK SPONSORE | $13.12万 | 0.00% | 10,000 | 10,000 | — | $13.12万 | 新建仓 |
| GSM | FERROGLOBE PLC SHS | $12.85万 | 0.00% | 40,400 | 0 | 0.0% | — | 不变 |
| — | VERRICA PHARMACEUTICALS INC | $7.34万 | 0.00% | 12,000 | 0 | 0.0% | — | 不变 |
| RIG | TRANSOCEAN LTD | $5.23万 | 0.00% | 10,700 | 0 | 0.0% | — | 不变 |
| — | SAN JUAN BASIN RTUBI | $4.39万 | 0.00% | 13,680 | -1,900 | -12.2% | -$6,099 | 减仓 |
| — | PARAZERO TECHNOLOGIES SHS | $1.36万 | 0.00% | 27,900 | 27,900 | — | $1.36万 | 新建仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -45,577 | -100.0% | -$773.27万 | 清仓 |