Central Securities Corp
New York NY · SEC CIK 0000018748
$13.41亿2026Q2 申报市值
29持仓数
59.9%前十大占比 · 第一大 10.7%
1 / 2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
AJG 加仓+$2,754.84万
CLBT 新建仓+$1,898.00万
EFX 加仓+$714.24万
MELI 加仓+$424.35万
2026Q2 卖出最多 按季末市值估算
AON 清仓-$2,582.24万
SUNB 减仓-$748.10万
WSC 清仓-$390.60万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | $1.43亿 | 10.66% | 400,000 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $1.39亿 | 10.37% | 350,000 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $8,738.00万 | 6.52% | 400,000 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $7,021.70万 | 5.24% | 350,000 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $7,001.40万 | 5.22% | 200,000 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $6,458.90万 | 4.82% | 700,000 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $6,196.84万 | 4.62% | 260,000 | 0 | 0.0% | — | 不变 |
| AJG | GALLAGHER ARTHUR J & CO | $5,854.03万 | 4.37% | 255,000 | 120,000 | 88.9% | $2,754.84万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $5,814.06万 | 4.34% | 140,000 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $5,069.61万 | 3.78% | 90,000 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $4,735.50万 | 3.53% | 140,000 | 0 | 0.0% | — | 不变 |
| TDY | TELEDYNE TECHNOLOGIES INC | $4,668.30万 | 3.48% | 70,000 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $4,582.62万 | 3.42% | 140,000 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $4,247.60万 | 3.17% | 256,250 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $3,820.56万 | 2.85% | 80,000 | 0 | 0.0% | — | 不变 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $3,740.50万 | 2.79% | 500,000 | -100,000 | -16.7% | -$748.10万 | 减仓 |
| MELI | MERCADOLIBRE INC | $3,055.30万 | 2.28% | 18,000 | 2,500 | 16.1% | $424.35万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,984.16万 | 2.23% | 80,000 | 0 | 0.0% | — | 不变 |
| RYN | RAYONIER INC | $2,681.56万 | 2.00% | 1,260,130 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $2,573.18万 | 1.92% | 75,000 | 0 | 0.0% | — | 不变 |
| EFX | EQUIFAX INC | $2,301.44万 | 1.72% | 145,000 | 45,000 | 45.0% | $714.24万 | 加仓 |
| NKE | NIKE INC | $2,052.50万 | 1.53% | 500,000 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $1,955.75万 | 1.46% | 250,000 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $1,927.50万 | 1.44% | 150,000 | 0 | 0.0% | — | 不变 |
| CLBT | CELLEBRITE DI LTD | $1,898.00万 | 1.42% | 1,300,000 | 1,300,000 | — | $1,898.00万 | 新建仓 |
| BRC | BRADY CORP | $1,831.40万 | 1.37% | 200,000 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $1,777.79万 | 1.33% | 70,000 | 0 | 0.0% | — | 不变 |
| ROP | ROPER TECHNOLOGIES INC | $1,691.95万 | 1.26% | 50,000 | 0 | 0.0% | — | 不变 |
| TWFG | TWFG INC | $1,202.50万 | 0.90% | 500,000 | 0 | 0.0% | — | 不变 |
| AON | AON PLC | $0 | 0.00% | 0 | -80,000 | -100.0% | -$2,582.24万 | 清仓 |
| WSC | WILLSCOT HLDGS CORP | $0 | 0.00% | 0 | -225,000 | -100.0% | -$390.60万 | 清仓 |