DUDLEY & SHANLEY, INC.
PALM BEACH FL · SEC CIK 0000883511
$6.11亿2026Q1 申报市值
37持仓数
51.8%前十大占比 · 第一大 9.8%
4 / 0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
XYL 新建仓+$965.92万
FAST 加仓+$807.82万
FSS 新建仓+$678.36万
KAI 加仓+$602.68万
BMI 加仓+$601.10万
2026Q1 卖出最多 按季末市值估算
WPM 减仓-$2,740.99万
ADI 减仓-$951.24万
ROP 减仓-$546.89万
APH 减仓-$469.52万
NXE 减仓-$12.35万
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 |
|---|---|---|---|---|---|---|---|---|
| — | ATHA Energy Corp. | $4.38万 | 0.01% | 74,500 | 74,500 | — | $4.38万 | 新建仓 |
| — | Stallion Uranium Corp | $6.06万 | 0.01% | 180,000 | 95,000 | 111.8% | $3.20万 | 加仓 |
| VNOM | Viper Energy Inc | $36.18万 | 0.06% | 7,700 | 0 | 0.0% | — | 不变 |
| ROP | Roper Technologies | $70.77万 | 0.12% | 2,000 | -15,455 | -88.5% | -$546.89万 | 减仓 |
| PHO | Invesco Water ETF | $219.17万 | 0.36% | 32,780 | 0 | 0.0% | — | 不变 |
| ORA | Ormat Technologies | $313.38万 | 0.51% | 28,000 | 0 | 0.0% | — | 不变 |
| WAT | Waters Corporation | $349.02万 | 0.57% | 11,720 | 11,720 | — | $349.02万 | 新建仓 |
| GNRC | Generac Holdings | $383.82万 | 0.63% | 19,650 | 0 | 0.0% | — | 不变 |
| MSFT | Microsoft Corp. | $391.23万 | 0.64% | 10,569 | 0 | 0.0% | — | 不变 |
| HEI | HEICO Corp. | $534.69万 | 0.87% | 19,500 | 0 | 0.0% | — | 不变 |
| A | Agilent Tech, Inc. | $629.17万 | 1.03% | 55,200 | 0 | 0.0% | — | 不变 |
| FSS | Federal Signal Corp | $678.36万 | 1.11% | 62,730 | 62,730 | — | $678.36万 | 新建仓 |
| FISV | Fiserv Inc. | $803.09万 | 1.31% | 143,923 | 0 | 0.0% | — | 不变 |
| FAST | Fastenal Co. | $841.00万 | 1.38% | 181,250 | 174,100 | 2,435.0% | $807.82万 | 加仓 |
| XYL | Xylem Inc. | $965.92万 | 1.58% | 80,830 | 80,830 | — | $965.92万 | 新建仓 |
| PGR | Progressive Corp. | $1,313.93万 | 2.15% | 66,280 | 0 | 0.0% | — | 不变 |
| NXE | NexGen Energy Ltd. | $1,420.42万 | 2.32% | 1,224,500 | -10,650 | -0.9% | -$12.35万 | 减仓 |
| RYAN | Ryan Specialty Hldngs | $1,619.59万 | 2.65% | 480,021 | 2,350 | 0.5% | $7.93万 | 加仓 |
| KRNT | Kornit Digital | $1,839.27万 | 3.01% | 1,254,615 | 352,655 | 39.1% | $516.99万 | 加仓 |
| BMI | Badger Meter Inc | $1,860.96万 | 3.04% | 122,150 | 39,455 | 47.7% | $601.10万 | 加仓 |
| ALSN | Allison Transmission | $1,926.77万 | 3.15% | 164,597 | 0 | 0.0% | — | 不变 |
| WSO | Watsco, Inc. | $2,026.02万 | 3.31% | 55,692 | 0 | 0.0% | — | 不变 |
| DHR | Danaher Corp. | $2,178.14万 | 3.56% | 114,881 | 0 | 0.0% | — | 不变 |
| KAI | Kadant Inc. | $2,214.11万 | 3.62% | 75,735 | 20,615 | 37.4% | $602.68万 | 加仓 |
| SCHW | Charles Schwab | $2,264.29万 | 3.70% | 240,933 | 0 | 0.0% | — | 不变 |
| DCI | Donaldson Co., Inc. | $2,294.93万 | 3.75% | 270,405 | 0 | 0.0% | — | 不变 |
| AWK | Amer. Water Works | $2,300.52万 | 3.76% | 169,044 | 0 | 0.0% | — | 不变 |
| FERG | Ferguson Enterprises | $2,429.99万 | 3.98% | 104,175 | 0 | 0.0% | — | 不变 |
| ROL | Rollins, Inc. | $2,434.05万 | 3.98% | 455,730 | 0 | 0.0% | — | 不变 |
| ECL | Ecolab Inc. | $2,793.42万 | 4.57% | 105,008 | -50 | -0.0% | -$1.33万 | 减仓 |
| AON | Aon plc | $2,865.71万 | 4.69% | 88,782 | 0 | 0.0% | — | 不变 |
| V | Visa Inc. | $2,936.75万 | 4.80% | 97,166 | -50 | -0.1% | -$1.51万 | 减仓 |
| AME | Ametek Inc. | $2,995.60万 | 4.90% | 139,746 | -50 | -0.0% | -$1.07万 | 减仓 |
| ADI | Analog Devices | $3,026.18万 | 4.95% | 95,121 | -29,900 | -23.9% | -$951.24万 | 减仓 |
| SCI | Service Corp. Int'l | $3,033.34万 | 4.96% | 367,633 | 0 | 0.0% | — | 不变 |
| APH | Amphenol Corp. | $3,105.06万 | 5.08% | 245,751 | -37,160 | -13.1% | -$469.52万 | 减仓 |
| WPM | Wheaton Precious Mtls | $6,018.40万 | 9.85% | 459,385 | -209,220 | -31.3% | -$2,740.99万 | 减仓 |