BRISTOL JOHN W & CO INC /NY/
NEW YORK NY · SEC CIK 0000276101
$67.62亿2026Q2 申报市值
62持仓数
41.1%前十大占比 · 第一大 5.5%
4 / 3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
MRVL 新建仓+$1.21亿
VRSK 加仓+$6,540.49万
NVDA 加仓+$6,005.68万
SAIA 新建仓+$5,930.19万
FDXF 新建仓+$2,618.29万
2026Q2 卖出最多 按季末市值估算
IFNNY 减仓-$6,742.40万
ROST 清仓-$5,310.32万
AMZN 减仓-$3,921.53万
GOOG 减仓-$3,468.82万
UNH 减仓-$3,460.95万
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 |
|---|---|---|---|---|---|---|---|---|
| ANET | ARISTA NETWORKS INC | $3.73亿 | 5.52% | 2,196,682 | -95,779 | -4.2% | -$1,627.09万 | 减仓 |
| AMZN | AMAZON COM INC | $3.52亿 | 5.20% | 1,476,290 | -164,535 | -10.0% | -$3,921.53万 | 减仓 |
| AAPL | APPLE INC | $3.45亿 | 5.10% | 1,192,491 | -8,993 | -0.7% | -$260.22万 | 减仓 |
| GOOGL | ALPHABET INC | $3.39亿 | 5.01% | 948,035 | -76,134 | -7.4% | -$2,720.80万 | 减仓 |
| MSFT | MICROSOFT CORP | $2.67亿 | 3.95% | 715,730 | -7,327 | -1.0% | -$273.31万 | 减仓 |
| META | META PLATFORMS INC | $2.61亿 | 3.86% | 463,636 | -4,606 | -1.0% | -$259.45万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2.44亿 | 3.61% | 1,218,582 | 300,149 | 32.7% | $6,005.68万 | 加仓 |
| IFNNY | INFINEON TECHNOLOGIES-ADR | $2.12亿 | 3.14% | 2,258,909 | -717,582 | -24.1% | -$6,742.40万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1.96亿 | 2.90% | 599,431 | -4,806 | -0.8% | -$157.31万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $1.93亿 | 2.85% | 375,416 | -4,279 | -1.1% | -$219.77万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1.70亿 | 2.51% | 338,876 | -3,889 | -1.1% | -$194.98万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $1.57亿 | 2.32% | 1,812,270 | -19,913 | -1.1% | -$172.55万 | 减仓 |
| TXN | TEXAS INSTRS INC | $1.55亿 | 2.29% | 518,704 | -4,946 | -0.9% | -$147.43万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $1.54亿 | 2.27% | 386,569 | 25,835 | 7.2% | $1,027.41万 | 加仓 |
| DAL | DELTA AIR LINES INC | $1.47亿 | 2.17% | 1,566,531 | -13,604 | -0.9% | -$127.42万 | 减仓 |
| DE | DEERE & CO | $1.46亿 | 2.16% | 230,553 | -2,747 | -1.2% | -$174.25万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $1.44亿 | 2.14% | 108,456 | -1,055 | -1.0% | -$140.53万 | 减仓 |
| NFLX | NETFLIX INC. | $1.44亿 | 2.13% | 2,012,889 | -21,939 | -1.1% | -$156.64万 | 减仓 |
| ENTG | ENTEGRIS INC | $1.38亿 | 2.04% | 766,013 | -7,316 | -0.9% | -$131.59万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.34亿 | 1.98% | 267,976 | -2,346 | -0.9% | -$117.39万 | 减仓 |
| SBUX | STARBUCKS CORP | $1.32亿 | 1.95% | 1,292,432 | -10,295 | -0.8% | -$105.20万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $1.21亿 | 1.78% | 404,529 | 404,529 | — | $1.21亿 | 新建仓 |
| VRSK | VERISK ANALYTICS INC | $1.17亿 | 1.73% | 651,868 | 364,312 | 126.7% | $6,540.49万 | 加仓 |
| UNP | UNION PAC CORP | $1.13亿 | 1.66% | 413,762 | -3,632 | -0.9% | -$98.79万 | 减仓 |
| FDX | FEDEX CORP | $1.09亿 | 1.61% | 346,694 | -2,786 | -0.8% | -$87.24万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $1.07亿 | 1.59% | 1,162,896 | -11,041 | -0.9% | -$101.88万 | 减仓 |
| MCO | MOODYS CORP | $1.03亿 | 1.53% | 228,446 | -1,815 | -0.8% | -$82.20万 | 减仓 |
| NSRGY | NESTLE SA ADR | $1.02亿 | 1.50% | 990,558 | -7,859 | -0.8% | -$80.70万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $1.00亿 | 1.48% | 341,235 | -2,401 | -0.7% | -$70.39万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $9,736.47万 | 1.44% | 104,081 | -1,449 | -1.4% | -$135.55万 | 减仓 |
| AON | AON PLC | $9,273.59万 | 1.37% | 279,586 | -3,468 | -1.2% | -$115.03万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $9,210.65万 | 1.36% | 221,607 | -83,270 | -27.3% | -$3,460.95万 | 减仓 |
| TMUS | T-MOBILE US INC | $9,124.29万 | 1.35% | 543,987 | -3,876 | -0.7% | -$65.01万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $8,966.47万 | 1.33% | 2,637,198 | -23,687 | -0.9% | -$80.54万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $8,851.57万 | 1.31% | 348,528 | -3,405 | -1.0% | -$86.48万 | 减仓 |
| WDAY | WORKDAY INC | $8,831.64万 | 1.31% | 721,421 | -5,983 | -0.8% | -$73.24万 | 减仓 |
| NVS | NOVARTIS AG | $8,741.48万 | 1.29% | 557,777 | -4,060 | -0.7% | -$63.63万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $8,585.53万 | 1.27% | 567,338 | -4,482 | -0.8% | -$67.83万 | 减仓 |
| YUM | YUM BRANDS INC | $8,428.47万 | 1.25% | 527,241 | -4,639 | -0.9% | -$74.16万 | 减仓 |
| WAT | WATERS CORP | $7,422.23万 | 1.10% | 197,905 | -1,627 | -0.8% | -$61.02万 | 减仓 |
| SPGI | S&P GLOBAL INC | $7,100.01万 | 1.05% | 174,336 | -1,324 | -0.8% | -$53.92万 | 减仓 |
| TSLA | TESLA INC | $6,232.49万 | 0.92% | 148,181 | -1,131 | -0.8% | -$47.57万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $6,051.29万 | 0.89% | 175,746 | -2,358 | -1.3% | -$81.19万 | 减仓 |
| SAIA | SAIA INC | $5,930.19万 | 0.88% | 140,806 | 140,806 | — | $5,930.19万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $5,602.57万 | 0.83% | 279,263 | -3,446 | -1.2% | -$69.13万 | 减仓 |
| NKE | NIKE INC | $4,623.01万 | 0.68% | 1,126,191 | -9,199 | -0.8% | -$37.76万 | 减仓 |
| SBAC | SBA COMMUNICATIONS CORP | $4,027.01万 | 0.60% | 228,211 | -159,149 | -41.1% | -$2,808.34万 | 减仓 |
| GOOG | ALPHABET INC | $3,615.66万 | 0.53% | 102,331 | -98,175 | -49.0% | -$3,468.82万 | 减仓 |
| SHOP | SHOPIFY INC | $2,888.62万 | 0.43% | 252,988 | -1,550 | -0.6% | -$17.70万 | 减仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $2,618.29万 | 0.39% | 173,397 | 173,397 | — | $2,618.29万 | 新建仓 |
| NOW | SERVICENOW INC | $2,485.36万 | 0.37% | 250,338 | 250,338 | — | $2,485.36万 | 新建仓 |
| GLW | CORNING INC | $82.48万 | 0.01% | 3,229 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $79.52万 | 0.01% | 2,351 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $54.91万 | 0.01% | 1,820 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $48.83万 | 0.01% | 3,223 | -2,176 | -40.3% | -$32.97万 | 减仓 |
| ORCL | ORACLE CORP | $40.21万 | 0.01% | 2,744 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $40.18万 | 0.01% | 1,442 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $34.87万 | 0.01% | 1,290 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS CO | $34.60万 | 0.01% | 2,933 | 0 | 0.0% | — | 不变 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $31.07万 | 0.00% | 710 | -37 | -5.0% | -$1.62万 | 减仓 |
| — | SANDOZ GROUP AG-ADR | $4.03万 | 0.00% | 445 | 0 | 0.0% | — | 不变 |
| RHHBY | ROCHE HOLDINGS LTD-SPONS ADR | $1.41万 | 0.00% | 275 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC | $0 | 0.00% | 0 | -245,133 | -100.0% | -$5,310.32万 | 清仓 |
| NSC | NORFOLK SOUTHN CORP | $0 | 0.00% | 0 | -1,035 | -100.0% | -$29.70万 | 清仓 |
| BKNG | BOOKING HOLDINGS INC | $0 | 0.00% | 0 | -1,675 | -100.0% | -$28.21万 | 清仓 |