NEVILLE RODIE & SHAW INC
NEW YORK NY · SEC CIK 0000071210
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $1.12亿 | 8.17% | 442,910 | -11,073 | -2.4% | -$281.02万 | 减仓 |
| GOOGL | ALPHABET CLASS A | $7,212.60万 | 5.24% | 250,822 | -3,722 | -1.5% | -$107.03万 | 减仓 |
| PWR | QUANTA SERVICES INC | $6,589.50万 | 4.79% | 120,023 | -10,608 | -8.1% | -$582.40万 | 减仓 |
| MSFT | MICROSOFT CORP | $5,942.30万 | 4.32% | 160,527 | 8,274 | 5.4% | $306.28万 | 加仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $5,344.90万 | 3.88% | 250,159 | -9,813 | -3.8% | -$209.66万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $4,153.80万 | 3.02% | 169,933 | 3,748 | 2.3% | $91.62万 | 加仓 |
| JPM | J P MORGAN CHASE & CO | $3,837.10万 | 2.79% | 130,442 | -1,017 | -0.8% | -$29.92万 | 减仓 |
| GOOG | ALPHABET CLASS C | $3,824.80万 | 2.78% | 133,334 | -7,652 | -5.4% | -$219.50万 | 减仓 |
| — | EXXON MOBIL CORP | $3,759.50万 | 2.73% | 221,590 | 3,084 | 1.4% | $52.32万 | 加仓 |
| COST | COSTCO WHOLESALE CORP | $3,058.10万 | 2.22% | 30,691 | -231 | -0.7% | -$23.02万 | 减仓 |
| V | VISA INC | $3,048.20万 | 2.21% | 100,853 | -6,390 | -6.0% | -$193.13万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $2,806.40万 | 2.04% | 57,096 | 210 | 0.4% | $10.32万 | 加仓 |
| AMZN | AMAZON.COM INC | $2,539.00万 | 1.84% | 121,913 | -1,748 | -1.4% | -$36.40万 | 减仓 |
| ORCL | ORACLE CORP | $2,413.90万 | 1.75% | 164,088 | -12,966 | -7.3% | -$190.74万 | 减仓 |
| ABBV | ABBVIE INC | $2,318.00万 | 1.68% | 106,579 | 4,570 | 4.5% | $99.39万 | 加仓 |
| NVDA | NVIDIA CORP | $2,255.80万 | 1.64% | 129,347 | 106 | 0.1% | $1.85万 | 加仓 |
| GE | GENERAL AEROSPACE | $2,181.90万 | 1.59% | 76,889 | 1,849 | 2.5% | $52.47万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY CL B NEW | $2,119.40万 | 1.54% | 44,228 | -1,989 | -4.3% | -$95.31万 | 减仓 |
| LLY | LILLY ELI & CO | $1,912.20万 | 1.39% | 20,790 | 1,622 | 8.5% | $149.19万 | 加仓 |
| IBM | INTL BUSINESS MACHINES | $1,846.00万 | 1.34% | 76,160 | 17,350 | 29.5% | $420.54万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $1,741.40万 | 1.27% | 57,571 | 5,324 | 10.2% | $161.04万 | 加仓 |
| GAM | GENL AMERICAN INVESTORS INC | $1,718.80万 | 1.25% | 293,958 | -189 | -0.1% | -$1.11万 | 减仓 |
| META | META PLATFORMS INC CL-A | $1,634.10万 | 1.19% | 28,562 | -639 | -2.2% | -$36.56万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $1,589.40万 | 1.15% | 171,125 | -2,073 | -1.2% | -$19.25万 | 减仓 |
| VRT | VERTIV HOLDINGS CO CL A | $1,536.90万 | 1.12% | 61,332 | 940 | 1.6% | $23.56万 | 加仓 |
| GEV | GE VERNOVA INC | $1,526.50万 | 1.11% | 17,488 | 15 | 0.1% | $1.31万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $1,493.70万 | 1.09% | 64,814 | -2,510 | -3.7% | -$57.85万 | 减仓 |
| AVGO | BROADCOM INC COM | $1,468.60万 | 1.07% | 47,450 | 67 | 0.1% | $2.07万 | 加仓 |
| — | FIDELITY CONTRAFUND | $1,414.10万 | 1.03% | 615,891 | -3,563 | -0.6% | -$8.18万 | 减仓 |
| RTX | RTX CORP | $1,169.10万 | 0.85% | 60,605 | -905 | -1.5% | -$17.46万 | 减仓 |
| BX | BLACKSTONE GROUP INC | $1,146.90万 | 0.83% | 99,740 | -14,971 | -13.1% | -$172.15万 | 减仓 |
| CVX | CHEVRON CORP | $1,145.00万 | 0.83% | 55,340 | -1,723 | -3.0% | -$35.65万 | 减仓 |
| CAT | CATERPILLAR INC | $1,084.80万 | 0.79% | 15,312 | -425 | -2.7% | -$30.11万 | 减仓 |
| HD | HOME DEPOT | $1,062.70万 | 0.77% | 32,310 | -526 | -1.6% | -$17.30万 | 减仓 |
| MRK | MERCK & COMPANY | $1,056.40万 | 0.77% | 87,824 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHERN CORP | $1,052.30万 | 0.76% | 36,664 | -826 | -2.2% | -$23.71万 | 减仓 |
| J | JACOBS SOLUTIONS INC | $1,012.00万 | 0.74% | 79,512 | -5,108 | -6.0% | -$65.01万 | 减仓 |
| — | JPMORGAN HEDGED EQUITY FUND I | $969.30万 | 0.70% | 288,664 | -463 | -0.2% | -$1.55万 | 减仓 |
| RSPT | INV S&P500 EQ WGHT TECH ETF | $911.30万 | 0.66% | 201,350 | 12,400 | 6.6% | $56.12万 | 加仓 |
| GLW | CORNING INC | $882.70万 | 0.64% | 64,919 | -2,432 | -3.6% | -$33.07万 | 减仓 |
| BAC | BANK OF AMERICA CORP | $876.60万 | 0.64% | 179,818 | 63,460 | 54.5% | $309.36万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $876.50万 | 0.64% | 60,683 | -1,660 | -2.7% | -$23.98万 | 减仓 |
| ETN | EATON CORP PLC SHS | $789.70万 | 0.57% | 22,078 | -1,423 | -6.1% | -$50.90万 | 减仓 |
| VGT | VANGUARD INFO TECH ETF | $786.50万 | 0.57% | 11,272 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTERNATIONAL | $766.50万 | 0.56% | 33,912 | -260 | -0.8% | -$5.88万 | 减仓 |
| QCOM | QUALCOMM INC | $722.90万 | 0.53% | 56,136 | -2,914 | -4.9% | -$37.53万 | 减仓 |
| IBB | ISHARES NASDQ BIOTECH INDEX FN | $707.30万 | 0.51% | 41,889 | -270 | -0.6% | -$4.56万 | 减仓 |
| LIN | LINDE PLC SHS | $701.90万 | 0.51% | 14,159 | 910 | 6.9% | $45.11万 | 加仓 |
| MCD | MCDONALDS CORP | $699.50万 | 0.51% | 22,510 | 0 | 0.0% | — | 不变 |
| UNP | UNION PACIFIC CORP | $646.10万 | 0.47% | 26,631 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC SPON ADS | $632.20万 | 0.46% | 67,975 | -5,175 | -7.1% | -$48.13万 | 减仓 |
| GDX | VANECK VECTORS GOLD MINERS ETF | $604.50万 | 0.44% | 65,868 | -11,176 | -14.5% | -$102.57万 | 减仓 |
| ZTS | ZOETIS INC CL A | $583.90万 | 0.42% | 49,395 | -17,710 | -26.4% | -$209.35万 | 减仓 |
| WAB | WABTEC CORP | $582.30万 | 0.42% | 23,301 | -400 | -1.7% | -$10.00万 | 减仓 |
| EMR | EMERSON ELECTRIC CO | $581.50万 | 0.42% | 44,382 | -4,200 | -8.6% | -$55.03万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $578.40万 | 0.42% | 6,837 | -933 | -12.0% | -$78.93万 | 减仓 |
| BP | BP P L C | $565.80万 | 0.41% | 120,386 | -250 | -0.2% | -$1.17万 | 减仓 |
| PEP | PEPSICO INC | $545.50万 | 0.40% | 35,128 | -933 | -2.6% | -$14.49万 | 减仓 |
| HUBB | HUBBELL INC | $521.10万 | 0.38% | 10,619 | -70 | -0.7% | -$3.44万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING | $506.40万 | 0.37% | 24,923 | -520 | -2.0% | -$10.57万 | 减仓 |
| DHR | DANAHER CORP | $497.50万 | 0.36% | 26,237 | -2,560 | -8.9% | -$48.54万 | 减仓 |
| MOG/A | MOOG INC CLASS A | $490.70万 | 0.36% | 16,767 | -275 | -1.6% | -$8.05万 | 减仓 |
| ABT | ABBOTT LABS | $484.80万 | 0.35% | 47,220 | -75 | -0.2% | -$7,700 | 减仓 |
| MKL | MARKEL CORP HOLDING CO | $466.70万 | 0.34% | 2,438 | -45 | -1.8% | -$8.61万 | 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 |
| SPGI | S&P GLOBAL INC | $424.00万 | 0.31% | 9,969 | -1,437 | -12.6% | -$61.12万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $420.50万 | 0.31% | 9,122 | 1,285 | 16.4% | $59.24万 | 加仓 |
| CIBR | FIRST TR NASDAQ CYBERSECURITY | $416.00万 | 0.30% | 66,365 | -4,410 | -6.2% | -$27.64万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $406.40万 | 0.30% | 64,770 | 18,480 | 39.9% | $115.95万 | 加仓 |
| KO | COCA-COLA CO | $383.10万 | 0.28% | 50,375 | -2,925 | -5.5% | -$22.24万 | 减仓 |
| VFIAX | VANGUARD 500 INDEX FUND ADM | $369.90万 | 0.27% | 6,140 | -20 | -0.3% | -$1.20万 | 减仓 |
| AME | AMETEK INC | $359.80万 | 0.26% | 16,785 | -175 | -1.0% | -$3.75万 | 减仓 |
| MMM | 3M COMPANY | $348.60万 | 0.25% | 24,001 | -109 | -0.5% | -$1.58万 | 减仓 |
| XLY | STATE STR CONSUMER DISC SELECT | $338.80万 | 0.25% | 31,090 | 0 | 0.0% | — | 不变 |
| NSRGY | NESTLE SPONSORED ADR | $322.30万 | 0.23% | 33,026 | -500 | -1.5% | -$4.88万 | 减仓 |
| COP | CONOCO PHILLIPS | $308.20万 | 0.22% | 23,350 | -500 | -2.1% | -$6.60万 | 减仓 |
| PSX | PHILLIPS 66 | $290.20万 | 0.21% | 15,931 | -200 | -1.2% | -$3.64万 | 减仓 |
| RIO | RIO TINTO PLC ADR SPONSORED | $281.70万 | 0.20% | 30,200 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $266.60万 | 0.19% | 16,630 | -405 | -2.4% | -$6.49万 | 减仓 |
| NDAQ | NASDAQ INC | $256.10万 | 0.19% | 30,164 | 152 | 0.5% | $1.29万 | 加仓 |
| INTC | INTEL CORP | $241.70万 | 0.18% | 54,777 | -500 | -0.9% | -$2.21万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $239.80万 | 0.17% | 39,539 | -15 | -0.0% | -$910 | 减仓 |
| CSX | CSX CORP | $237.30万 | 0.17% | 57,809 | -80 | -0.1% | -$3,284 | 减仓 |
| WFC | WELLS FARGO | $235.60万 | 0.17% | 29,602 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS | $231.40万 | 0.17% | 46,095 | 0 | 0.0% | — | 不变 |
| ES | EVERSOURCE ENERGY COM | $226.00万 | 0.16% | 32,617 | 9 | 0.0% | $624 | 加仓 |
| CB | CHUBB LIMITED COM | $224.00万 | 0.16% | 6,874 | -210 | -3.0% | -$6.84万 | 减仓 |
| CRWD | CROWDSTRIKE HOLDINGS INC CL A | $209.70万 | 0.15% | 5,370 | 12 | 0.2% | $4,686 | 加仓 |
| WMT | WAL-MART STORES INC | $207.30万 | 0.15% | 16,675 | -164 | -1.0% | -$2.04万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $206.90万 | 0.15% | 14,844 | -737 | -4.7% | -$10.27万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $205.10万 | 0.15% | 7,579 | -1,637 | -17.8% | -$44.30万 | 减仓 |
| BA | BOEING CO | $202.20万 | 0.15% | 10,157 | 0 | 0.0% | — | 不变 |
| — | SCHWAB S&P 500 INDEX SELECT FD | $194.90万 | 0.14% | 116,200 | -349 | -0.3% | -$5,854 | 减仓 |
| CFR | CULLEN FROST BANKERS INC | $191.60万 | 0.14% | 13,974 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $184.50万 | 0.13% | 3,276 | 7 | 0.2% | $3,942 | 加仓 |
| PFE | PFIZER INC | $181.50万 | 0.13% | 64,658 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC CL C | $180.60万 | 0.13% | 11,005 | -642 | -5.5% | -$10.54万 | 减仓 |
| DIS | DISNEY (WALT) CO | $174.30万 | 0.13% | 18,081 | -2,178 | -10.8% | -$21.00万 | 减仓 |
| STT | STATE STREET CORP | $170.90万 | 0.12% | 13,510 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETROLEUM CORP | $163.90万 | 0.12% | 6,714 | 0 | 0.0% | — | 不变 |