SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI
NEENAH WI · SEC CIK 0001033974
$13.09亿2026Q1 申报市值
158持仓数
28.1%前十大占比 · 第一大 3.8%
8 / 5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
AMCR 新建仓+$931.44万
VEEV 加仓+$507.17万
INTU 加仓+$210.96万
PAYC 加仓+$168.15万
HOOD 加仓+$134.00万
2026Q1 卖出最多 按季末市值估算
Amcor plc 清仓-$920.05万
GOOG 减仓-$236.06万
INTC 减仓-$126.41万
MRK 减仓-$98.94万
GOOGL 减仓-$92.28万
2026Q1 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| PAYC | Paycom Software | $671.10万 | 0.51% | 55,216 | 13,835 | 33.4% | $168.15万 | 加仓 |
| DUK | Duke Energy | $678.81万 | 0.52% | 51,841 | 2,435 | 4.9% | $31.88万 | 加仓 |
| META | Meta Platforms | $715.33万 | 0.55% | 12,503 | 18 | 0.1% | $1.03万 | 加仓 |
| CP | Canadian Pacific Kansas City | $725.25万 | 0.55% | 92,200 | 1,725 | 1.9% | $13.57万 | 加仓 |
| ROK | Rockwell Automation | $739.94万 | 0.57% | 20,618 | -48 | -0.2% | -$1.72万 | 减仓 |
| IBM | IBM | $804.52万 | 0.61% | 33,191 | -222 | -0.7% | -$5.38万 | 减仓 |
| MDT | Medtronic | $805.40万 | 0.62% | 92,949 | -5,163 | -5.3% | -$44.74万 | 减仓 |
| CMCSA | Comcast | $898.58万 | 0.69% | 312,985 | -5,650 | -1.8% | -$16.22万 | 减仓 |
| NKE | Nike | $914.79万 | 0.70% | 173,191 | 10,547 | 6.5% | $55.71万 | 加仓 |
| AMCR | Amcor plc | $931.44万 | 0.71% | 234,324 | 234,324 | — | $931.44万 | 新建仓 |
| AXON | Axon Enterprise | $947.99万 | 0.72% | 22,322 | 1,410 | 6.7% | $59.88万 | 加仓 |
| PYPL | PayPal Holdings | $951.71万 | 0.73% | 210,415 | 15,669 | 8.0% | $70.87万 | 加仓 |
| ALGN | Align Technology | $967.14万 | 0.74% | 56,416 | 936 | 1.7% | $16.05万 | 加仓 |
| KMB | Kimberly-Clark | $976.59万 | 0.75% | 101,232 | -3,456 | -3.3% | -$33.34万 | 减仓 |
| MRK | Merck & Co. | $996.42万 | 0.76% | 82,835 | -8,225 | -9.0% | -$98.94万 | 减仓 |
| SPOT | Spotify Technology | $1,064.18万 | 0.81% | 21,946 | 1,052 | 5.0% | $51.01万 | 加仓 |
| GE | GE Aerospace | $1,091.92万 | 0.83% | 38,479 | 3,383 | 9.6% | $96.00万 | 加仓 |
| VEEV | Veeva Systems | $1,100.93万 | 0.84% | 62,674 | 28,872 | 85.4% | $507.17万 | 加仓 |
| IPGP | IPG Photonics | $1,107.65万 | 0.85% | 96,662 | 58 | 0.1% | $6,646 | 加仓 |
| DIS | Walt Disney | $1,109.17万 | 0.85% | 115,083 | -741 | -0.6% | -$7.14万 | 减仓 |
| EVRG | Evergy | $1,125.78万 | 0.86% | 137,424 | -802 | -0.6% | -$6.57万 | 减仓 |
| NVDA | NVIDIA | $1,143.66万 | 0.87% | 65,577 | -1,525 | -2.3% | -$26.60万 | 减仓 |
| TFC | Truist Financial | $1,197.28万 | 0.91% | 260,448 | 2,001 | 0.8% | $9.20万 | 加仓 |
| TROW | T. Rowe Price Group | $1,197.43万 | 0.92% | 132,841 | 2,984 | 2.3% | $26.90万 | 加仓 |
| ECL | Ecolab | $1,249.97万 | 0.96% | 46,988 | -489 | -1.0% | -$13.01万 | 减仓 |
| ENB | Enbridge | $1,281.53万 | 0.98% | 236,707 | 3,136 | 1.3% | $16.98万 | 加仓 |
| SLB | SLB | $1,360.64万 | 1.04% | 264,767 | -644 | -0.2% | -$3.31万 | 减仓 |
| SSNC | SS&C Technologies | $1,382.98万 | 1.06% | 204,673 | 6,811 | 3.4% | $46.02万 | 加仓 |
| SBUX | Starbucks | $1,408.70万 | 1.08% | 157,239 | -4,154 | -2.6% | -$37.22万 | 减仓 |
| AMZN | Amazon.com | $1,441.58万 | 1.10% | 69,217 | 1,956 | 2.9% | $40.74万 | 加仓 |
| USB | U.S. Bancorp | $1,473.51万 | 1.13% | 283,312 | -1,809 | -0.6% | -$9.41万 | 减仓 |
| INTC | Intel | $1,474.06万 | 1.13% | 334,027 | -28,646 | -7.9% | -$126.41万 | 减仓 |
| REGN | Regeneron Pharmaceuticals | $1,533.61万 | 1.17% | 19,849 | -675 | -3.3% | -$52.15万 | 减仓 |
| INTU | Intuit | $1,560.68万 | 1.19% | 36,095 | 4,879 | 15.6% | $210.96万 | 加仓 |
| ABT | Abbott Laboratories | $1,564.89万 | 1.20% | 152,420 | 2,700 | 1.8% | $27.72万 | 加仓 |
| UBER | Uber Technologies | $1,621.70万 | 1.24% | 225,456 | 6,468 | 3.0% | $46.52万 | 加仓 |
| ADBE | Adobe | $1,693.51万 | 1.29% | 69,669 | 433 | 0.6% | $10.53万 | 加仓 |
| ISRG | Intuitive Surgical | $1,739.27万 | 1.33% | 37,729 | 835 | 2.3% | $38.49万 | 加仓 |
| ADP | Automatic Data Processing | $1,752.39万 | 1.34% | 86,248 | 3,903 | 4.7% | $79.30万 | 加仓 |
| MSFT | Microsoft | $1,776.01万 | 1.36% | 47,978 | 1,907 | 4.1% | $70.59万 | 加仓 |
| SYY | Sysco | $1,823.13万 | 1.39% | 255,591 | -2,414 | -0.9% | -$17.22万 | 减仓 |
| PLTR | Palantir Technologies | $1,914.82万 | 1.46% | 130,901 | 889 | 0.7% | $13.00万 | 加仓 |
| PAYX | Paychex | $1,917.39万 | 1.47% | 208,140 | 12,501 | 6.4% | $115.16万 | 加仓 |
| HD | Home Depot | $1,959.55万 | 1.50% | 59,581 | 1,290 | 2.2% | $42.43万 | 加仓 |
| V | Visa | $2,004.89万 | 1.53% | 66,334 | 1,541 | 2.4% | $46.58万 | 加仓 |
| ORCL | Oracle | $2,109.45万 | 1.61% | 143,393 | -1,912 | -1.3% | -$28.13万 | 减仓 |
| AFL | Aflac | $2,191.82万 | 1.68% | 199,783 | -3,216 | -1.6% | -$35.28万 | 减仓 |
| JNJ | Johnson & Johnson | $2,214.04万 | 1.69% | 90,576 | -2,409 | -2.6% | -$58.89万 | 减仓 |
| CVX | Chevron | $2,305.61万 | 1.76% | 111,436 | -64 | -0.1% | -$1.32万 | 减仓 |
| AME | Ametek | $2,325.36万 | 1.78% | 108,479 | 515 | 0.5% | $11.04万 | 加仓 |
| ADI | Analog Devices | $2,454.69万 | 1.88% | 77,157 | -1,622 | -2.1% | -$51.60万 | 减仓 |
| UNP | Union Pacific | $2,458.88万 | 1.88% | 101,347 | -657 | -0.6% | -$15.94万 | 减仓 |
| AMD | Advanced Micro Devices | $2,575.03万 | 1.97% | 126,581 | -1,572 | -1.2% | -$31.98万 | 减仓 |
| IDXX | Idexx Laboratories | $2,761.41万 | 2.11% | 49,145 | -353 | -0.7% | -$19.83万 | 减仓 |
| WFC | Wells Fargo | $2,762.36万 | 2.11% | 346,986 | -1,462 | -0.4% | -$11.64万 | 减仓 |
| LIN | Linde | $2,903.32万 | 2.22% | 58,563 | -251 | -0.4% | -$12.44万 | 减仓 |
| WAT | Waters | $3,117.22万 | 2.38% | 104,675 | 625 | 0.6% | $18.61万 | 加仓 |
| BRK/B | Berkshire Hathaway | $3,272.31万 | 2.50% | 68,287 | 1,070 | 1.6% | $51.27万 | 加仓 |
| AXP | American Express | $3,516.47万 | 2.69% | 116,255 | -1,639 | -1.4% | -$49.58万 | 减仓 |
| SYK | Stryker | $3,619.75万 | 2.77% | 110,160 | 1,351 | 1.2% | $44.39万 | 加仓 |
| GOOGL | Alphabet A | $3,740.47万 | 2.86% | 130,076 | -3,209 | -2.4% | -$92.28万 | 减仓 |
| CSCO | Cisco Systems | $3,971.53万 | 3.04% | 511,861 | -6,650 | -1.3% | -$51.60万 | 减仓 |
| GOOG | Alphabet C | $4,885.91万 | 3.73% | 170,324 | -8,229 | -4.6% | -$236.06万 | 减仓 |
| AAPL | Apple | $5,024.08万 | 3.84% | 197,962 | -3,264 | -1.6% | -$82.84万 | 减仓 |