BRISTOL JOHN W & CO INC /NY/
NEW YORK NY · SEC CIK 0000276101
$60.75亿2026Q1 申报市值
61持仓数
41.0%前十大占比 · 第一大 5.6%
5 / 6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
WAT 新建仓+$5,942.06万
SHW 新建仓+$5,709.12万
VRSK 新建仓+$5,456.38万
COF 新建仓+$5,157.46万
AAPL 加仓+$3,966.56万
2026Q1 卖出最多 按季末市值估算
ROST 减仓-$6,997.06万
WAB 清仓-$6,985.81万
UBER 清仓-$6,754.76万
DAL 减仓-$4,810.63万
JPM 减仓-$4,779.95万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | $3.42亿 | 5.62% | 1,640,825 | 134,069 | 8.9% | $2,792.26万 | 加仓 |
| AAPL | APPLE INC | $3.05亿 | 5.02% | 1,201,484 | 156,293 | 15.0% | $3,966.56万 | 加仓 |
| GOOGL | ALPHABET INC | $2.95亿 | 4.85% | 1,024,169 | -11,885 | -1.1% | -$341.77万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $2.81亿 | 4.63% | 2,292,461 | -36,466 | -1.6% | -$447.73万 | 减仓 |
| META | META PLATFORMS INC | $2.68亿 | 4.41% | 468,242 | -5,687 | -1.2% | -$325.37万 | 减仓 |
| MSFT | MICROSOFT CORP | $2.68亿 | 4.41% | 723,057 | -10,684 | -1.5% | -$395.49万 | 减仓 |
| NFLX | NETFLIX INC. | $1.96亿 | 3.22% | 2,034,828 | -23,546 | -1.1% | -$226.39万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $1.90亿 | 3.12% | 379,695 | -4,580 | -1.2% | -$228.84万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1.78亿 | 2.93% | 604,237 | -162,495 | -21.2% | -$4,779.95万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1.68亿 | 2.77% | 342,765 | -4,260 | -1.2% | -$209.39万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $1.66亿 | 2.74% | 360,734 | -4,235 | -1.2% | -$195.23万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1.60亿 | 2.64% | 918,433 | -11,132 | -1.2% | -$194.14万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $1.44亿 | 2.37% | 1,832,183 | -21,612 | -1.2% | -$170.00万 | 减仓 |
| IFNNY | INFINEON TECHNOLOGIES-ADR | $1.35亿 | 2.21% | 2,976,491 | -36,130 | -1.2% | -$163.34万 | 减仓 |
| DE | DEERE & CO | $1.31亿 | 2.16% | 233,300 | -3,123 | -1.3% | -$175.92万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.30亿 | 2.13% | 270,322 | -3,091 | -1.1% | -$148.12万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $1.27亿 | 2.09% | 109,511 | -1,254 | -1.1% | -$145.33万 | 减仓 |
| FDX | FEDEX CORP | $1.24亿 | 2.05% | 349,480 | -114,434 | -24.7% | -$4,075.91万 | 减仓 |
| SBUX | STARBUCKS CORP | $1.17亿 | 1.92% | 1,302,727 | -75,430 | -5.5% | -$675.78万 | 减仓 |
| TMUS | T-MOBILE US INC | $1.15亿 | 1.89% | 547,863 | -4,771 | -0.9% | -$100.21万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $1.10亿 | 1.82% | 1,173,937 | -14,052 | -1.2% | -$132.06万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1.05亿 | 1.73% | 105,530 | -1,932 | -1.8% | -$192.51万 | 减仓 |
| DAL | DELTA AIR LINES INC | $1.05亿 | 1.73% | 1,580,135 | -723,620 | -31.4% | -$4,810.63万 | 减仓 |
| TXN | TEXAS INSTRS INC | $1.02亿 | 1.67% | 523,650 | -7,397 | -1.4% | -$143.61万 | 减仓 |
| UNP | UNION PAC CORP | $1.01亿 | 1.67% | 417,394 | -5,442 | -1.3% | -$132.03万 | 减仓 |
| MCO | MOODYS CORP | $1.00亿 | 1.65% | 230,261 | -2,781 | -1.2% | -$121.32万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $9,982.28万 | 1.64% | 343,636 | -3,667 | -1.1% | -$106.52万 | 减仓 |
| NSRGY | NESTLE SA ADR | $9,894.31万 | 1.63% | 998,417 | 39,848 | 4.2% | $394.89万 | 加仓 |
| WDAY | WORKDAY INC | $9,450.43万 | 1.56% | 727,404 | 166,880 | 29.8% | $2,168.10万 | 加仓 |
| AON | AON PLC | $9,136.42万 | 1.50% | 283,054 | -3,074 | -1.1% | -$99.22万 | 减仓 |
| ENTG | ENTEGRIS INC | $9,066.51万 | 1.49% | 773,329 | -8,927 | -1.1% | -$104.66万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $8,990.73万 | 1.48% | 571,820 | -5,711 | -1.0% | -$89.79万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $8,602.65万 | 1.42% | 351,933 | -121,242 | -25.6% | -$2,963.64万 | 减仓 |
| NVS | NOVARTIS AG | $8,582.06万 | 1.41% | 561,837 | -7,881 | -1.4% | -$120.38万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $8,517.49万 | 1.40% | 2,660,885 | 114,177 | 4.5% | $365.48万 | 加仓 |
| YUM | YUM BRANDS INC | $8,269.67万 | 1.36% | 531,880 | -6,393 | -1.2% | -$99.40万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $8,249.67万 | 1.36% | 304,877 | 22,362 | 7.9% | $605.09万 | 加仓 |
| SPGI | S&P GLOBAL INC | $7,471.52万 | 1.23% | 175,660 | -2,004 | -1.1% | -$85.24万 | 减仓 |
| SBAC | SBA COMMUNICATIONS CORP | $6,666.85万 | 1.10% | 387,360 | 71,592 | 22.7% | $1,232.17万 | 加仓 |
| NKE | NIKE INC | $5,997.13万 | 0.99% | 1,135,390 | 56,857 | 5.3% | $300.32万 | 加仓 |
| WAT | WATERS CORP | $5,942.06万 | 0.98% | 199,532 | 199,532 | — | $5,942.06万 | 新建仓 |
| GOOG | ALPHABET INC | $5,751.72万 | 0.95% | 200,506 | -2,776 | -1.4% | -$79.63万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $5,709.12万 | 0.94% | 178,104 | 178,104 | — | $5,709.12万 | 新建仓 |
| TSLA | TESLA INC | $5,550.67万 | 0.91% | 149,312 | -1,713 | -1.1% | -$63.68万 | 减仓 |
| VRSK | VERISK ANALYTICS INC | $5,456.38万 | 0.90% | 287,556 | 287,556 | — | $5,456.38万 | 新建仓 |
| ROST | ROSS STORES INC | $5,310.32万 | 0.87% | 245,133 | -322,996 | -56.9% | -$6,997.06万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $5,157.46万 | 0.85% | 282,709 | 282,709 | — | $5,157.46万 | 新建仓 |
| SHOP | SHOPIFY INC | $3,019.33万 | 0.50% | 254,538 | 254,538 | — | $3,019.33万 | 新建仓 |
| TJX | TJX COS INC NEW | $86.22万 | 0.01% | 5,399 | -3,650 | -40.3% | -$58.29万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $71.11万 | 0.01% | 2,351 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $43.90万 | 0.01% | 3,229 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $40.37万 | 0.01% | 2,744 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $40.09万 | 0.01% | 1,290 | -220 | -14.6% | -$6.84万 | 减仓 |
| ECL | ECOLAB INC | $38.36万 | 0.01% | 1,442 | -1,304 | -47.5% | -$34.69万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $35.45万 | 0.01% | 747 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS CO | $31.02万 | 0.01% | 2,933 | -619 | -17.4% | -$6.55万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $29.70万 | 0.00% | 1,035 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $28.21万 | 0.00% | 67 | -74 | -52.5% | -$31.16万 | 减仓 |
| KLAC | KLA CORP | $26.80万 | 0.00% | 182 | 0 | 0.0% | — | 不变 |
| — | SANDOZ GROUP AG-ADR | $3.48万 | 0.00% | 445 | -10 | -2.2% | -$782 | 减仓 |
| RHHBY | ROCHE HOLDINGS LTD-SPONS ADR | $1.37万 | 0.00% | 275 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC | $0 | 0.00% | 0 | -327,281 | -100.0% | -$6,985.81万 | 清仓 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -826,675 | -100.0% | -$6,754.76万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -1,697 | -100.0% | -$59.39万 | 清仓 |
| DG | DOLLAR GEN CORP NEW | $0 | 0.00% | 0 | -2,577 | -100.0% | -$34.21万 | 清仓 |
| MKC | MCCORMICK & CO INC | $0 | 0.00% | 0 | -4,659 | -100.0% | -$31.73万 | 清仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | -962 | -100.0% | -$24.75万 | 清仓 |