13F 机构持仓

NEVILLE RODIE & SHAW INC

NEW YORK NY · SEC CIK 0000071210

2026Q22026Q1 更早 9 个季度 🔒
$13.76亿2026Q1 申报市值
245持仓数
39.9%前十大占比 · 第一大 8.2%
6 / 7新建仓 / 清仓
申报市值走势$15.45亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AAPL 8.2%
GOOGL 5.2%
PWR 4.8%
MSFT 4.3%
LRCX 3.9%
JNJ 3.0%
JPM 2.8%
GOOG 2.8%
EXXON MOBIL CO 2.7%
COST 2.2%

2026Q1 买入最多 按季末市值估算

IBM 加仓+$420.54万
BAC 加仓+$309.36万
MSFT 加仓+$306.28万
AXP 加仓+$161.04万
APH 新建仓+$156.00万

2026Q1 卖出最多 按季末市值估算

PWR 减仓-$582.40万
CRM 减仓-$350.62万
AAPL 减仓-$281.02万
GOOG 减仓-$219.50万
LRCX 减仓-$209.66万

2026Q1 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
BKU BANKUNITED INC $61.20万0.04%13,557 00.0% — 不变
— VANGUARD STAR FUND $66.00万0.05%23,135 00.0% — 不变
COF CAPITAL ONE FINANCIAL CORP $66.10万0.05%3,625 1,26053.3% $22.98万 加仓
— FIDELITY MID CAP STK FND $67.30万0.05%13,851 00.0% — 不变
SLB SCHLUMBERGER LTD $69.30万0.05%13,476 00.0% — 不变
VLTO VERALTO CORP $70.30万0.05%7,954 -500-5.9% -$4.42万 减仓
SCHW SCHWAB CHARLES CORP NEW $72.70万0.05%7,735 1251.6% $1.17万 加仓
SNA SNAP-ON INC $72.80万0.05%2,005 00.0% — 不变
UPS UNITED PARCEL SERVICE CLASS B $74.70万0.05%7,595 -307-3.9% -$3.02万 减仓
ROK ROCKWELL AUTOMATION INC $75.40万0.05%2,100 00.0% — 不变
FCX FREEPORT MCMORAN COP & GLD INC $76.10万0.06%12,951 00.0% — 不变
— VANGUARD FTSE SOCIAL INDEX FUN $76.20万0.06%12,603 -60-0.5% -$3,628 减仓
KNX KNIGHT SWIFT TRANSN HLDGS INC $76.30万0.06%13,250 00.0% — 不变
MDT MEDTRONIC PLC $79.40万0.06%9,164 -30-0.3% -$2,599 减仓
MO ALTRIA GROUP INC $80.70万0.06%12,228 -200-1.6% -$1.32万 减仓
SYK STRYKER CORP $81.00万0.06%2,466 -50-2.0% -$1.64万 减仓
AEP AMERICAN ELECTRIC POWER INC $81.80万0.06%6,240 00.0% — 不变
OTIS OTIS WORLDWIDE CORP $85.60万0.06%11,108 00.0% — 不变
NVS NOVARTIS AG SPON ADR $85.70万0.06%5,610 -800-12.5% -$12.22万 减仓
COIN COINBASE GLOBAL INC CLASS A $85.90万0.06%4,923 -655-11.7% -$11.43万 减仓
— FIDELITY CAP APPRECIATION FD $86.80万0.06%19,338 00.0% — 不变
BE BLOOM ENERGY CORP CL A $87.30万0.06%6,445 6,445— $87.30万 新建仓
— FIDELITY FOCUSED STOCK FUND $88.50万0.06%23,907 00.0% — 不变
ENB ENBRIDGE INC $89.20万0.06%16,473 00.0% — 不变
CL COLGATE PALMOLIVE CO $90.70万0.07%10,645 00.0% — 不变
— FIDELITY BALANCED FUND $95.30万0.07%30,187 00.0% — 不变
MRSH MARSH & MCLENNAN COS INC $95.90万0.07%5,530 00.0% — 不变
DOV DOVER CORP $97.60万0.07%4,682 -150-3.1% -$3.13万 减仓
FLS FLOWSERVE CORP $100.90万0.07%13,725 00.0% — 不变
TT TRANE TECHNOLOGIES PLC SHS $104.40万0.08%2,505 -100-3.8% -$4.17万 减仓
AMGN AMGEN INC $110.30万0.08%3,135 00.0% — 不变
DUK DUKE ENERGY CORPORATION COM NE $111.50万0.08%8,515 00.0% — 不变
T AT&T INC (NEW) $113.20万0.08%39,037 -10,000-20.4% -$29.00万 减仓
CARR CARRIER GLOBAL CORPORATION $115.30万0.08%20,473 00.0% — 不变
PNC PNC FINANCIAL SERVICES GROUP $116.60万0.08%5,602 00.0% — 不变
TGT TARGET CORP $118.00万0.09%9,740 00.0% — 不变
USB U S BANCORP $118.50万0.09%22,777 00.0% — 不变
NUE NUCOR CORP $120.00万0.09%7,095 00.0% — 不变
EW EDWARDS LIFESCIENCES $120.90万0.09%15,100 -800-5.0% -$6.41万 减仓
CSCO CISCO SYSTEMS INC $122.00万0.09%15,727 -450-2.8% -$3.49万 减仓
PM PHILIP MORRIS INTL $125.60万0.09%7,595 -125-1.6% -$2.07万 减仓
GWW GRAINGER W W INC $135.20万0.10%1,239 -15-1.2% -$1.64万 减仓
CRM SALESFORCE.COM INC $135.60万0.10%7,265 -18,785-72.1% -$350.62万 减仓
XLI STATE STR INDUSTRIAL SELECT SE $135.90万0.10%8,400 2,40040.0% $38.83万 加仓
NEM NEWMONT MINING CORP $141.70万0.10%13,093 -3,795-22.5% -$41.07万 减仓
BRK/A BERKSHIRE HATHAWAY INC CLASS A $143.60万0.10%2 00.0% — 不变
— FIDELITY MAGELLAN FUND $144.10万0.10%104,305 -7,548-6.7% -$10.43万 减仓
TFC TRUIST FINANCIAL CORPORATION $151.00万0.11%32,845 00.0% — 不变
— VANGUARD INTL HI YIELD DIV FUN $152.50万0.11%33,483 00.0% — 不变
EPD ENTERPRISE PRODS PARTNERS $155.70万0.11%41,138 -3,868-8.6% -$14.64万 减仓
APH AMPHENOL CORP CL A $156.00万0.11%12,345 12,345— $156.00万 新建仓
TXN TEXAS INSTRUMENTS INC $161.40万0.12%8,310 -135-1.6% -$2.62万 减仓
— VANGUARD SMALL CAP INDEX ADM F $163.20万0.12%13,009 -692-5.1% -$8.68万 减仓
MPC MARATHON PETROLEUM CORP $163.90万0.12%6,714 00.0% — 不变
STT STATE STREET CORP $170.90万0.12%13,510 00.0% — 不变
DIS DISNEY (WALT) CO $174.30万0.13%18,081 -2,178-10.8% -$21.00万 减仓
DELL DELL TECHNOLOGIES INC CL C $180.60万0.13%11,005 -642-5.5% -$10.54万 减仓
PFE PFIZER INC $181.50万0.13%64,658 00.0% — 不变
DE DEERE & CO $184.50万0.13%3,276 70.2% $3,942 加仓
CFR CULLEN FROST BANKERS INC $191.60万0.14%13,974 00.0% — 不变
— SCHWAB S&P 500 INDEX SELECT FD $194.90万0.14%116,200 -349-0.3% -$5,854 减仓
BA BOEING CO $202.20万0.15%10,157 00.0% — 不变
UNH UNITEDHEALTH GROUP INC $205.10万0.15%7,579 -1,637-17.8% -$44.30万 减仓
GILD GILEAD SCIENCES INC $206.90万0.15%14,844 -737-4.7% -$10.27万 减仓
WMT WAL-MART STORES INC $207.30万0.15%16,675 -164-1.0% -$2.04万 减仓
CRWD CROWDSTRIKE HOLDINGS INC CL A $209.70万0.15%5,370 120.2% $4,686 加仓
CB CHUBB LIMITED COM $224.00万0.16%6,874 -210-3.0% -$6.84万 减仓
ES EVERSOURCE ENERGY COM $226.00万0.16%32,617 90.0% $624 加仓
VZ VERIZON COMMUNICATIONS $231.40万0.17%46,095 00.0% — 不变
WFC WELLS FARGO $235.60万0.17%29,602 00.0% — 不变
CSX CSX CORP $237.30万0.17%57,809 -80-0.1% -$3,284 减仓
BMY BRISTOL-MYERS SQUIBB CO $239.80万0.17%39,539 -15-0.0% -$910 减仓
INTC INTEL CORP $241.70万0.18%54,777 -500-0.9% -$2.21万 减仓
NDAQ NASDAQ INC $256.10万0.19%30,164 1520.5% $1.29万 加仓
PANW PALO ALTO NETWORKS INC $266.60万0.19%16,630 -405-2.4% -$6.49万 减仓
RIO RIO TINTO PLC ADR SPONSORED $281.70万0.20%30,200 00.0% — 不变
PSX PHILLIPS 66 $290.20万0.21%15,931 -200-1.2% -$3.64万 减仓
COP CONOCO PHILLIPS $308.20万0.22%23,350 -500-2.1% -$6.60万 减仓
NSRGY NESTLE SPONSORED ADR $322.30万0.23%33,026 -500-1.5% -$4.88万 减仓
XLY STATE STR CONSUMER DISC SELECT $338.80万0.25%31,090 00.0% — 不变
MMM 3M COMPANY $348.60万0.25%24,001 -109-0.5% -$1.58万 减仓
AME AMETEK INC $359.80万0.26%16,785 -175-1.0% -$3.75万 减仓
VFIAX VANGUARD 500 INDEX FUND ADM $369.90万0.27%6,140 -20-0.3% -$1.20万 减仓
KO COCA-COLA CO $383.10万0.28%50,375 -2,925-5.5% -$22.24万 减仓
BSX BOSTON SCIENTIFIC CORP $406.40万0.30%64,770 18,48039.9% $115.95万 加仓
CIBR FIRST TR NASDAQ CYBERSECURITY $416.00万0.30%66,365 -4,410-6.2% -$27.64万 减仓
ISRG INTUITIVE SURGICAL INC $420.50万0.31%9,122 1,28516.4% $59.24万 加仓
SPGI S&P GLOBAL INC $424.00万0.31%9,969 -1,437-12.6% -$61.12万 减仓
BNY BANK OF NEW YORK MELLON CORP $448.70万0.33%37,825 -3,159-7.7% -$37.47万 减仓
MKL MARKEL CORP HOLDING CO $466.70万0.34%2,438 -45-1.8% -$8.61万 减仓
ABT ABBOTT LABS $484.80万0.35%47,220 -75-0.2% -$7,700 减仓
MOG/A MOOG INC CLASS A $490.70万0.36%16,767 -275-1.6% -$8.05万 减仓
DHR DANAHER CORP $497.50万0.36%26,237 -2,560-8.9% -$48.54万 减仓
ADP AUTOMATIC DATA PROCESSING $506.40万0.37%24,923 -520-2.0% -$10.57万 减仓
HUBB HUBBELL INC $521.10万0.38%10,619 -70-0.7% -$3.44万 减仓
PEP PEPSICO INC $545.50万0.40%35,128 -933-2.6% -$14.49万 减仓
BP BP P L C $565.80万0.41%120,386 -250-0.2% -$1.17万 减仓
GS GOLDMAN SACHS GROUP INC $578.40万0.42%6,837 -933-12.0% -$78.93万 减仓
EMR EMERSON ELECTRIC CO $581.50万0.42%44,382 -4,200-8.6% -$55.03万 减仓
WAB WABTEC CORP $582.30万0.42%23,301 -400-1.7% -$10.00万 减仓