FISHMAN JAY A LTD/MI
TROY MI · SEC CIK 0001006407
$12.56亿2026Q2 申报市值
79持仓数
68.1%前十大占比 · 第一大 20.3%
2 / 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
SCHW 加仓+$656.66万
QXO 加仓+$625.42万
LLY 加仓+$397.01万
META 加仓+$226.50万
AVGO 重新持有+$220.68万
2026Q2 卖出最多 按季末市值估算
VRT 减仓-$776.78万
XPO 减仓-$597.62万
AAPL 减仓-$467.75万
CEG 减仓-$232.15万
GEV 减仓-$166.95万
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 |
|---|---|---|---|---|---|---|---|---|
| INTU | INTUIT COM | $0 | 0.00% | 0 | -732 | -100.0% | -$31.65万 | 清仓 |
| C | CITIGROUP INC COM NEW | $21.46万 | 0.02% | 1,533 | 1,533 | — | $21.46万 | 新建仓 |
| EXP | EAGLE MATLS INC COM | $21.94万 | 0.02% | 975 | 0 | 0.0% | — | 重新持有 |
| PEP | PEPSICO INC COM | $23.02万 | 0.02% | 1,700 | -50 | -2.9% | -$6,770 | 减仓 |
| PG | PROCTER & GAMBLE CO COM | $24.56万 | 0.02% | 1,675 | 0 | 0.0% | — | 不变 |
| TXT | TEXTRON INC COM | $24.98万 | 0.02% | 2,723 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES RUSSELL 2000 ETF | $25.54万 | 0.02% | 850 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE INC COM CL A | $27.59万 | 0.02% | 15,900 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD SHARES | $27.63万 | 0.02% | 750 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC COM | $32.62万 | 0.03% | 453 | -7 | -1.5% | -$5,040 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC COM | $36.85万 | 0.03% | 1,667 | 1,667 | — | $36.85万 | 新建仓 |
| HON | HONEYWELL INTL INC COM | $37.32万 | 0.03% | 1,667 | -2,026 | -54.9% | -$45.36万 | 减仓 |
| MDLZ | MONDELEZ INTL INC CL A | $40.74万 | 0.03% | 7,044 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $45.33万 | 0.04% | 3,885 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC COM | $45.98万 | 0.04% | 1,700 | -25 | -1.4% | -$6,762 | 减仓 |
| CMCSA | COMCAST CORP NEW CL A | $52.78万 | 0.04% | 21,500 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION COM | $53.55万 | 0.04% | 7,300 | -100 | -1.4% | -$7,335 | 减仓 |
| MAR | MARRIOTT INTL INC NEW CL A | $54.07万 | 0.04% | 1,459 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP COM | $60.09万 | 0.05% | 2,209 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC COM | $60.24万 | 0.05% | 1,545 | -60 | -3.7% | -$2.34万 | 减仓 |
| VO | VANGUARD MID-CAP ETF | $62.10万 | 0.05% | 7,708 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC COM | $63.78万 | 0.05% | 5,430 | 0 | 0.0% | — | 不变 |
| SPY | STATE STREET SPDR S&P 500 ETF | $63.85万 | 0.05% | 855 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC COM | $70.76万 | 0.06% | 9,835 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC COM | $71.75万 | 0.06% | 1,706 | 0 | 0.0% | — | 不变 |
| LEN | LENNAR CORP CL A | $72.39万 | 0.06% | 8,000 | -8,000 | -50.0% | -$72.39万 | 减仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $77.11万 | 0.06% | 10,000 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC COM | $83.54万 | 0.07% | 826 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP COM | $84.92万 | 0.07% | 1,875 | 0 | 0.0% | — | 不变 |
| CBOE | CBOE GLOBAL MKTS INC COM | $91.15万 | 0.07% | 3,756 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $92.51万 | 0.07% | 2,500 | 0 | 0.0% | — | 不变 |
| RACE | FERRARI N V COM | $100.52万 | 0.08% | 2,700 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC COM | $114.46万 | 0.09% | 6,327 | 0 | 0.0% | — | 不变 |
| — | VILLAGE FARMS INTL INC COM | $115.08万 | 0.09% | 575,400 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP COM | $120.47万 | 0.10% | 21,142 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL COM | $124.86万 | 0.10% | 6,555 | -530 | -7.5% | -$10.10万 | 减仓 |
| FITB | FIFTH THIRD BANCORP COM | $135.91万 | 0.11% | 24,111 | -800 | -3.2% | -$4.51万 | 减仓 |
| APH | AMPHENOL CORP CL A | $137.35万 | 0.11% | 7,790 | 240 | 3.2% | $4.23万 | 加仓 |
| EHC | ENCOMPASS HEALTH CORP COM | $154.75万 | 0.12% | 15,310 | 330 | 2.2% | $3.34万 | 加仓 |
| DE | DEERE & CO COM | $163.97万 | 0.13% | 2,585 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP COM | $168.23万 | 0.13% | 4,749 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC COM | $204.51万 | 0.16% | 23,301 | -100 | -0.4% | -$8,777 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $211.90万 | 0.17% | 4,437 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW COM | $212.71万 | 0.17% | 14,040 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION COM | $231.00万 | 0.18% | 12,175 | -2,000 | -14.1% | -$37.95万 | 减仓 |
| AVGO | BROADCOM INC COM | $243.35万 | 0.19% | 6,442 | 5,842 | 973.7% | $220.68万 | 重新持有 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $245.94万 | 0.20% | 4,915 | -200 | -3.9% | -$10.01万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO COM | $282.34万 | 0.22% | 8,200 | -3,500 | -29.9% | -$120.51万 | 减仓 |
| PFE | PFIZER INC COM | $349.15万 | 0.28% | 144,996 | -52,274 | -26.5% | -$125.88万 | 减仓 |
| JNJ | JOHNSON & JOHNSON COM | $372.55万 | 0.30% | 14,669 | -237 | -1.6% | -$6.02万 | 减仓 |
| ORCL | ORACLE CORP COM | $414.56万 | 0.33% | 28,288 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TRUST SERIES I | $434.26万 | 0.35% | 5,897 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD SMALL-CAP ETF | $536.01万 | 0.43% | 17,683 | -800 | -4.3% | -$24.25万 | 减仓 |
| MRK | MERCK & CO INC COM | $778.02万 | 0.62% | 60,546 | 3,660 | 6.4% | $47.03万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP COM | $811.87万 | 0.65% | 32,688 | -9,347 | -22.2% | -$232.15万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP COM | $1,229.84万 | 0.98% | 133,287 | 71,167 | 114.6% | $656.66万 | 加仓 |
| GE | GE AEROSPACE COM NEW | $1,505.65万 | 1.20% | 40,287 | 575 | 1.4% | $21.49万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $1,511.91万 | 1.20% | 16,162 | 160 | 1.0% | $14.97万 | 加仓 |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC COM | $1,560.10万 | 1.24% | 595,005 | 28,275 | 5.0% | $74.14万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $1,562.81万 | 1.24% | 44,231 | -710 | -1.6% | -$25.09万 | 减仓 |
| TWI | TITAN INTL INC ILL COM | $1,613.98万 | 1.28% | 2,093,364 | -29,320 | -1.4% | -$22.61万 | 减仓 |
| AXP | AMERICAN EXPRESS CO COM | $1,619.65万 | 1.29% | 47,883 | 1,150 | 2.5% | $38.90万 | 加仓 |
| ABBV | ABBVIE INC COM | $1,705.36万 | 1.36% | 67,770 | -497 | -0.7% | -$12.51万 | 减仓 |
| HD | HOME DEPOT INC COM | $1,738.61万 | 1.38% | 49,297 | 648 | 1.3% | $22.85万 | 加仓 |
| SYK | STRYKER CORPORATION COM | $2,338.88万 | 1.86% | 74,288 | -162 | -0.2% | -$5.10万 | 减仓 |
| GEV | GE VERNOVA INC COM | $2,411.05万 | 1.92% | 20,522 | -1,421 | -6.5% | -$166.95万 | 减仓 |
| QXO | QXO INC COM NEW | $2,727.19万 | 2.17% | 1,578,235 | 361,930 | 29.8% | $625.42万 | 加仓 |
| RDDT | REDDIT INC | $2,760.98万 | 2.20% | 159,061 | 7,995 | 5.3% | $138.78万 | 加仓 |
| V | VISA INC COM CL A | $3,540.31万 | 2.82% | 103,189 | 235 | 0.2% | $8.06万 | 加仓 |
| LLY | ELI LILLY & CO COM | $4,099.17万 | 3.26% | 34,176 | 3,310 | 10.7% | $397.01万 | 加仓 |
| BX | BLACKSTONE INC COM | $4,235.05万 | 3.37% | 359,909 | 4,372 | 1.2% | $51.45万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $4,916.94万 | 3.91% | 150,214 | -1,819 | -1.2% | -$59.54万 | 减仓 |
| VRT | VERTIV HOLDINGS CO COM CL A | $5,028.33万 | 4.00% | 150,180 | -23,200 | -13.4% | -$776.78万 | 减仓 |
| META | META PLATFORMS INC CL A | $5,237.53万 | 4.17% | 92,981 | 4,021 | 4.5% | $226.50万 | 加仓 |
| XPO | XPO INC COM | $5,237.97万 | 4.17% | 255,150 | -29,111 | -10.2% | -$597.62万 | 减仓 |
| MSFT | MICROSOFT CORP COM | $5,540.49万 | 4.41% | 148,531 | -317 | -0.2% | -$11.82万 | 减仓 |
| NVDA | NVIDIA CORPORATION COM | $6,208.47万 | 4.94% | 310,284 | -2,275 | -0.7% | -$45.52万 | 减仓 |
| AMZN | AMAZON COM INC COM | $1.00亿 | 7.97% | 420,043 | -1,600 | -0.4% | -$38.13万 | 减仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $1.36亿 | 10.79% | 379,225 | -4,008 | -1.0% | -$143.23万 | 减仓 |
| AAPL | APPLE INC COM | $2.55亿 | 20.32% | 882,533 | -16,165 | -1.8% | -$467.75万 | 减仓 |