DUDLEY & SHANLEY, INC.
PALM BEACH FL · SEC CIK 0000883511
$6.62亿2026Q2 申报市值
37持仓数
49.8%前十大占比 · 第一大 7.7%
1 / 1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
FAST 加仓+$1,398.59万
FSS 加仓+$1,369.13万
XYL 加仓+$1,184.70万
WSO 加仓+$930.14万
WAT 加仓+$445.17万
2026Q2 卖出最多 按季末市值估算
ADI 减仓-$1,108.94万
BMI 减仓-$877.67万
DHR 减仓-$778.24万
PHO 清仓-$219.17万
APH 减仓-$199.24万
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 |
|---|---|---|---|---|---|---|---|---|
| WPM | Wheaton Precious Mtls | $5,106.52万 | 7.71% | 454,640 | -4,745 | -1.0% | -$53.30万 | 减仓 |
| APH | Amphenol Corp. | $4,133.84万 | 6.24% | 234,451 | -11,300 | -4.6% | -$199.24万 | 减仓 |
| AME | Ametek Inc. | $3,380.65万 | 5.10% | 139,731 | -15 | -0.0% | -$3,629 | 减仓 |
| V | Visa Inc. | $3,326.98万 | 5.02% | 96,971 | -195 | -0.2% | -$6.69万 | 减仓 |
| WSO | Watsco, Inc. | $3,250.99万 | 4.91% | 78,012 | 22,320 | 40.1% | $930.14万 | 加仓 |
| AON | Aon plc | $2,945.64万 | 4.45% | 88,807 | 25 | 0.0% | $8,292 | 加仓 |
| ECL | Ecolab Inc. | $2,916.85万 | 4.40% | 104,693 | -315 | -0.3% | -$8.78万 | 减仓 |
| SCI | Service Corp. Int'l | $2,793.68万 | 4.22% | 367,783 | 150 | 0.0% | $1.14万 | 加仓 |
| ADI | Analog Devices | $2,668.98万 | 4.03% | 67,200 | -27,921 | -29.4% | -$1,108.94万 | 减仓 |
| FERG | Ferguson Enterprises | $2,473.57万 | 3.73% | 104,225 | 50 | 0.0% | $1.19万 | 加仓 |
| DCI | Donaldson Co., Inc. | $2,444.71万 | 3.69% | 272,330 | 1,925 | 0.7% | $17.28万 | 加仓 |
| KAI | Kadant Inc. | $2,379.82万 | 3.59% | 75,735 | 0 | 0.0% | — | 不变 |
| FAST | Fastenal Co. | $2,269.13万 | 3.43% | 472,440 | 291,190 | 160.7% | $1,398.59万 | 加仓 |
| AWK | Amer. Water Works | $2,228.23万 | 3.36% | 169,344 | 300 | 0.2% | $3.95万 | 加仓 |
| SCHW | Charles Schwab | $2,223.09万 | 3.36% | 240,933 | 0 | 0.0% | — | 不变 |
| FSS | Federal Signal Corp | $2,175.14万 | 3.28% | 169,285 | 106,555 | 169.9% | $1,369.13万 | 加仓 |
| XYL | Xylem Inc. | $2,140.19万 | 3.23% | 181,050 | 100,220 | 124.0% | $1,184.70万 | 加仓 |
| ROL | Rollins, Inc. | $2,068.86万 | 3.12% | 495,655 | 39,925 | 8.8% | $166.65万 | 加仓 |
| KRNT | Kornit Digital | $2,039.81万 | 3.08% | 1,255,265 | 650 | 0.1% | $1.06万 | 加仓 |
| ALSN | Allison Transmission | $1,860.63万 | 2.81% | 165,037 | 440 | 0.3% | $4.96万 | 加仓 |
| RYAN | Ryan Specialty Hldngs | $1,756.39万 | 2.65% | 465,146 | -14,875 | -3.1% | -$56.17万 | 减仓 |
| PGR | Progressive Corp. | $1,447.89万 | 2.19% | 66,280 | 0 | 0.0% | — | 不变 |
| DHR | Danaher Corp. | $1,410.01万 | 2.13% | 74,024 | -40,857 | -35.6% | -$778.24万 | 减仓 |
| NXE | NexGen Energy Ltd. | $1,150.74万 | 1.74% | 1,225,500 | 1,000 | 0.1% | $9,390 | 加仓 |
| BMI | Badger Meter Inc | $934.79万 | 1.41% | 63,000 | -59,150 | -48.4% | -$877.67万 | 减仓 |
| A | Agilent Tech, Inc. | $923.17万 | 1.39% | 69,500 | 14,300 | 25.9% | $189.95万 | 加仓 |
| WAT | Waters Corporation | $884.72万 | 1.34% | 23,590 | 11,870 | 101.3% | $445.17万 | 加仓 |
| HEI | HEICO Corp. | $694.57万 | 1.05% | 19,500 | 0 | 0.0% | — | 不变 |
| FISV | Fiserv Inc. | $542.29万 | 0.82% | 110,558 | -33,365 | -23.2% | -$163.66万 | 减仓 |
| GNRC | Generac Holdings | $472.89万 | 0.71% | 16,150 | -3,500 | -17.8% | -$102.48万 | 减仓 |
| PFE | Pfizer, Inc. | $397.32万 | 0.60% | 165,000 | 165,000 | — | $397.32万 | 新建仓 |
| MSFT | Microsoft Corp. | $394.24万 | 0.60% | 10,569 | 0 | 0.0% | — | 不变 |
| ORA | Ormat Technologies | $284.23万 | 0.43% | 26,100 | -1,900 | -6.8% | -$20.69万 | 减仓 |
| ROP | Roper Technologies | $67.68万 | 0.10% | 2,000 | 0 | 0.0% | — | 不变 |
| VNOM | Viper Energy Inc | $32.65万 | 0.05% | 7,700 | 0 | 0.0% | — | 不变 |
| — | ATHA Energy Corp. | $5.20万 | 0.01% | 74,500 | 0 | 0.0% | — | 不变 |
| — | Stallion Uranium Corp | $2.54万 | 0.00% | 180,000 | 0 | 0.0% | — | 不变 |
| PHO | Invesco Water ETF | $0 | 0.00% | 0 | -32,780 | -100.0% | -$219.17万 | 清仓 |