NEVILLE RODIE & SHAW INC
NEW YORK NY · SEC CIK 0000071210
$15.45亿2026Q2 申报市值
244持仓数
42.1%前十大占比 · 第一大 8.2%
8 / 10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
HONA 新建仓+$372.90万
LITE 新建仓+$198.60万
MKSI 新建仓+$193.90万
AXP 加仓+$158.00万
AVGO 加仓+$134.40万
2026Q2 卖出最多 按季末市值估算
PWR 减仓-$607.49万
ABBV 减仓-$444.99万
LLY 减仓-$427.49万
MSFT 减仓-$424.01万
HON 减仓-$381.63万
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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $1.27亿 | 8.24% | 440,265 | -2,645 | -0.6% | -$76.54万 | 减仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $1.05亿 | 6.82% | 243,027 | -7,132 | -2.9% | -$309.05万 | 减仓 |
| GOOGL | ALPHABET CLASS A | $8,870.90万 | 5.74% | 248,226 | -2,596 | -1.0% | -$92.77万 | 减仓 |
| PWR | QUANTA SERVICES INC | $8,034.60万 | 5.20% | 111,586 | -8,437 | -7.0% | -$607.49万 | 减仓 |
| MSFT | MICROSOFT CORP | $5,564.00万 | 3.60% | 149,160 | -11,367 | -7.1% | -$424.01万 | 减仓 |
| GOOG | ALPHABET CLASS C | $4,560.60万 | 2.95% | 129,074 | -4,260 | -3.2% | -$150.52万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $4,271.40万 | 2.76% | 168,188 | -1,745 | -1.0% | -$44.32万 | 减仓 |
| JPM | J P MORGAN CHASE & CO | $4,213.70万 | 2.73% | 128,730 | -1,712 | -1.3% | -$56.04万 | 减仓 |
| V | VISA INC | $3,266.60万 | 2.11% | 95,210 | -5,643 | -5.6% | -$193.61万 | 减仓 |
| — | EXXON MOBIL CORP | $2,986.40万 | 1.93% | 218,431 | -3,159 | -1.4% | -$43.19万 | 减仓 |
| GE | GENERAL AEROSPACE | $2,893.10万 | 1.87% | 77,413 | 524 | 0.7% | $19.58万 | 加仓 |
| AMZN | AMAZON.COM INC | $2,866.50万 | 1.86% | 120,266 | -1,647 | -1.4% | -$39.26万 | 减仓 |
| COST | COSTCO WHOLESALE CORP | $2,841.10万 | 1.84% | 30,371 | -320 | -1.0% | -$29.93万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $2,763.30万 | 1.79% | 55,115 | -1,981 | -3.5% | -$99.32万 | 减仓 |
| NVDA | NVIDIA CORP | $2,496.70万 | 1.62% | 124,777 | -4,570 | -3.5% | -$91.44万 | 减仓 |
| ORCL | ORACLE CORP | $2,340.60万 | 1.51% | 159,714 | -4,374 | -2.7% | -$64.10万 | 减仓 |
| ABBV | ABBVIE INC | $2,236.90万 | 1.45% | 88,895 | -17,684 | -16.6% | -$444.99万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $2,105.40万 | 1.36% | 62,242 | 4,671 | 8.1% | $158.00万 | 加仓 |
| LLY | LILLY ELI & CO | $2,066.20万 | 1.34% | 17,226 | -3,564 | -17.1% | -$427.49万 | 减仓 |
| IBM | INTL BUSINESS MACHINES | $2,026.00万 | 1.31% | 72,047 | -4,113 | -5.4% | -$115.66万 | 减仓 |
| GEV | GE VERNOVA INC | $1,997.10万 | 1.29% | 16,999 | -489 | -2.8% | -$57.45万 | 减仓 |
| VRT | VERTIV HOLDINGS CO CL A | $1,985.30万 | 1.28% | 59,296 | -2,036 | -3.3% | -$68.17万 | 减仓 |
| AVGO | BROADCOM INC COM | $1,926.80万 | 1.25% | 51,008 | 3,558 | 7.5% | $134.40万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY CL B NEW | $1,907.90万 | 1.23% | 38,129 | -6,099 | -13.8% | -$305.18万 | 减仓 |
| GAM | GENL AMERICAN INVESTORS INC | $1,874.00万 | 1.21% | 293,958 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $1,756.70万 | 1.14% | 68,774 | 3,855 | 5.9% | $98.47万 | 加仓 |
| — | FIDELITY CONTRAFUND | $1,739.70万 | 1.13% | 649,167 | 33,276 | 5.4% | $89.18万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $1,688.80万 | 1.09% | 62,814 | -2,000 | -3.1% | -$53.77万 | 减仓 |
| CAT | CATERPILLAR INC | $1,592.20万 | 1.03% | 14,952 | -360 | -2.4% | -$38.34万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $1,488.40万 | 0.96% | 169,575 | -1,550 | -0.9% | -$13.60万 | 减仓 |
| META | META PLATFORMS INC CL-A | $1,381.40万 | 0.89% | 24,524 | -4,038 | -14.1% | -$227.45万 | 减仓 |
| RSPT | INV S&P500 EQ WGHT TECH ETF | $1,307.10万 | 0.85% | 202,650 | 1,300 | 0.6% | $8.39万 | 加仓 |
| NSC | NORFOLK SOUTHERN CORP | $1,128.60万 | 0.73% | 35,874 | -790 | -2.2% | -$24.85万 | 减仓 |
| MRK | MERCK & COMPANY | $1,126.90万 | 0.73% | 87,699 | -125 | -0.1% | -$1.61万 | 减仓 |
| RTX | RTX CORP | $1,126.60万 | 0.73% | 59,375 | -1,230 | -2.0% | -$23.34万 | 减仓 |
| BX | BLACKSTONE GROUP INC | $1,102.90万 | 0.71% | 93,725 | -6,015 | -6.0% | -$70.78万 | 减仓 |
| VGT | VANGUARD INFO TECH ETF | $1,079.00万 | 0.70% | 90,276 | 100 | 0.1% | $1.20万 | 加仓 |
| BAC | BANK OF AMERICA CORP | $1,018.30万 | 0.66% | 178,708 | -1,110 | -0.6% | -$6.32万 | 减仓 |
| QCOM | QUALCOMM INC | $1,006.90万 | 0.65% | 54,486 | -1,650 | -2.9% | -$30.49万 | 减仓 |
| — | JPMORGAN HEDGED EQUITY FUND I | $988.70万 | 0.64% | 285,500 | -3,164 | -1.1% | -$10.96万 | 减仓 |
| J | JACOBS SOLUTIONS INC | $968.30万 | 0.63% | 76,847 | -2,665 | -3.4% | -$33.58万 | 减仓 |
| HD | HOME DEPOT | $956.50万 | 0.62% | 27,120 | -5,190 | -16.1% | -$183.05万 | 减仓 |
| CVX | CHEVRON CORP | $912.30万 | 0.59% | 55,035 | -305 | -0.6% | -$5.06万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $886.40万 | 0.57% | 60,443 | -240 | -0.4% | -$3.52万 | 减仓 |
| ETN | EATON CORP PLC SHS | $874.60万 | 0.57% | 20,525 | -1,553 | -7.0% | -$66.18万 | 减仓 |
| IBB | ISHARES NASDQ BIOTECH INDEX FN | $798.80万 | 0.52% | 42,002 | 113 | 0.3% | $2.15万 | 加仓 |
| LIN | LINDE PLC SHS | $772.50万 | 0.50% | 14,887 | 728 | 5.1% | $37.78万 | 加仓 |
| INTC | INTEL CORP | $747.40万 | 0.48% | 53,527 | -1,250 | -2.3% | -$17.45万 | 减仓 |
| UNP | UNION PACIFIC CORP | $721.00万 | 0.47% | 26,506 | -125 | -0.5% | -$3.40万 | 减仓 |
| MOG/A | MOOG INC CLASS A | $710.70万 | 0.46% | 16,767 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $674.40万 | 0.44% | 6,668 | -169 | -2.5% | -$17.09万 | 减仓 |
| EMR | EMERSON ELECTRIC CO | $626.70万 | 0.41% | 43,782 | -600 | -1.4% | -$8.59万 | 减仓 |
| WAB | WABTEC CORP | $622.80万 | 0.40% | 23,101 | -200 | -0.9% | -$5.39万 | 减仓 |
| MCD | MCDONALDS CORP | $605.70万 | 0.39% | 22,410 | -100 | -0.4% | -$2.70万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $562.80万 | 0.36% | 16,505 | -125 | -0.8% | -$4.26万 | 减仓 |
| HUBB | HUBBELL INC | $555.60万 | 0.36% | 10,619 | 0 | 0.0% | — | 不变 |
| BNY | BANK OF NEW YORK MELLON CORP | $545.50万 | 0.35% | 37,725 | -100 | -0.3% | -$1.45万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING | $536.00万 | 0.35% | 23,933 | -990 | -4.0% | -$22.17万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $535.20万 | 0.35% | 12,405 | 1,400 | 12.7% | $60.40万 | 加仓 |
| SHEL | SHELL PLC SPON ADS | $515.30万 | 0.33% | 66,450 | -1,525 | -2.2% | -$11.83万 | 减仓 |
| CIBR | FIRST TR NASDAQ CYBERSECURITY | $489.40万 | 0.32% | 54,465 | -11,900 | -17.9% | -$106.93万 | 减仓 |
| GDX | VANECK VECTORS GOLD MINERS ETF | $488.10万 | 0.32% | 64,697 | -1,171 | -1.8% | -$8.83万 | 减仓 |
| PEP | PEPSICO INC | $474.60万 | 0.31% | 35,053 | -75 | -0.2% | -$1.02万 | 减仓 |
| MKL | MARKEL CORP HOLDING CO | $472.20万 | 0.31% | 2,418 | -20 | -0.8% | -$3.91万 | 减仓 |
| DHR | DANAHER CORP | $451.30万 | 0.29% | 23,692 | -2,545 | -9.7% | -$48.48万 | 减仓 |
| BP | BP P L C | $444.80万 | 0.29% | 120,386 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABS | $426.20万 | 0.28% | 46,970 | -250 | -0.5% | -$2.27万 | 减仓 |
| VFIAX | VANGUARD 500 INDEX FUND ADM | $421.50万 | 0.27% | 6,090 | -50 | -0.8% | -$3.46万 | 减仓 |
| SPGI | S&P GLOBAL INC | $405.00万 | 0.26% | 9,944 | -25 | -0.3% | -$1.02万 | 减仓 |
| AME | AMETEK INC | $401.90万 | 0.26% | 16,610 | -175 | -1.0% | -$4.23万 | 减仓 |
| MMM | 3M COMPANY | $387.00万 | 0.25% | 23,901 | -100 | -0.4% | -$1.62万 | 减仓 |
| KO | COCA-COLA CO | $385.00万 | 0.25% | 47,375 | -3,000 | -6.0% | -$24.38万 | 减仓 |
| HON | HONEYWELL INTL INC COM | $377.60万 | 0.24% | 16,866 | -17,046 | -50.3% | -$381.63万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC COM | $372.90万 | 0.24% | 16,866 | 16,866 | — | $372.90万 | 新建仓 |
| XLY | STATE STR CONSUMER DISC SELECT | $361.60万 | 0.23% | 30,830 | -260 | -0.8% | -$3.05万 | 减仓 |
| CRWD | CROWDSTRIKE HOLDINGS INC CL A | $340.70万 | 0.22% | 4,465 | -905 | -16.9% | -$69.06万 | 减仓 |
| NSRGY | NESTLE SPONSORED ADR | $338.60万 | 0.22% | 32,876 | -150 | -0.5% | -$1.54万 | 减仓 |
| RIO | RIO TINTO PLC ADR SPONSORED | $287.90万 | 0.19% | 30,325 | 125 | 0.4% | $1.19万 | 加仓 |
| CSX | CSX CORP | $274.80万 | 0.18% | 57,809 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $268.40万 | 0.17% | 15,881 | -50 | -0.3% | -$8,450 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $251.30万 | 0.16% | 6,320 | -2,802 | -30.7% | -$111.41万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $248.40万 | 0.16% | 5,977 | -1,602 | -21.1% | -$66.58万 | 减仓 |
| WFC | WELLS FARGO | $244.70万 | 0.16% | 29,602 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRUMENTS INC | $241.90万 | 0.16% | 8,115 | -195 | -2.3% | -$5.81万 | 减仓 |
| ES | EVERSOURCE ENERGY COM | $235.80万 | 0.15% | 32,626 | 9 | 0.0% | $650 | 加仓 |
| COP | CONOCO PHILLIPS | $234.40万 | 0.15% | 22,550 | -800 | -3.4% | -$8.32万 | 减仓 |
| CB | CHUBB LIMITED COM | $234.20万 | 0.15% | 6,874 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP CL A | $232.90万 | 0.15% | 13,205 | 860 | 7.0% | $15.17万 | 加仓 |
| STT | STATE STREET CORP | $229.20万 | 0.15% | 13,510 | 0 | 0.0% | — | 不变 |
| BE | BLOOM ENERGY CORP CL A | $227.60万 | 0.15% | 7,520 | 1,075 | 16.7% | $32.54万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $227.50万 | 0.15% | 39,489 | -50 | -0.1% | -$2,881 | 减仓 |
| BA | BOEING CO | $225.60万 | 0.15% | 10,422 | 265 | 2.6% | $5.74万 | 加仓 |
| CFR | CULLEN FROST BANKERS INC | $215.90万 | 0.14% | 13,974 | 0 | 0.0% | — | 不变 |
| LITE | LUMENTUM HOLDINGS INC | $198.60万 | 0.13% | 2,315 | 2,315 | — | $198.60万 | 新建仓 |
| MKSI | MKS INC | $193.90万 | 0.13% | 4,360 | 4,360 | — | $193.90万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS | $190.90万 | 0.12% | 45,095 | -1,000 | -2.2% | -$4.23万 | 减仓 |
| DE | DEERE & CO | $188.70万 | 0.12% | 2,976 | -300 | -9.2% | -$19.02万 | 减仓 |
| — | VANGUARD SMALL CAP INDEX ADM F | $188.60万 | 0.12% | 12,995 | -14 | -0.1% | -$2,032 | 减仓 |
| GILD | GILEAD SCIENCES INC | $187.60万 | 0.12% | 14,844 | 0 | 0.0% | — | 不变 |
| WMT | WAL-MART STORES INC | $187.30万 | 0.12% | 16,543 | -132 | -0.8% | -$1.49万 | 减仓 |