SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI
NEENAH WI · SEC CIK 0001033974
$14.97亿2026Q2 申报市值
160持仓数
32.1%前十大占比 · 第一大 4.6%
6 / 5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
XOM 新建仓+$331.16万
VEEV 加仓+$315.26万
INTU 加仓+$277.16万
PG 加仓+$190.28万
BRK/B 加仓+$129.85万
2026Q2 卖出最多 按季末市值估算
AMD 减仓-$532.98万
INTC 减仓-$445.00万
Exxon Mobil 清仓-$409.25万
CSCO 减仓-$174.76万
GE 减仓-$92.27万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| AMD | Advanced Micro Devices | $6,820.20万 | 4.56% | 117,406 | -9,175 | -7.2% | -$532.98万 | 减仓 |
| GOOG | Alphabet C | $5,986.12万 | 4.00% | 169,420 | -904 | -0.5% | -$31.94万 | 减仓 |
| CSCO | Cisco Systems | $5,837.56万 | 3.90% | 496,983 | -14,878 | -2.9% | -$174.76万 | 减仓 |
| AAPL | Apple | $5,691.12万 | 3.80% | 196,680 | -1,282 | -0.6% | -$37.10万 | 减仓 |
| GOOGL | Alphabet A | $4,577.34万 | 3.06% | 128,084 | -1,992 | -1.5% | -$71.19万 | 减仓 |
| INTC | Intel | $4,219.02万 | 2.82% | 302,157 | -31,870 | -9.5% | -$445.00万 | 减仓 |
| AXP | American Express | $3,932.05万 | 2.63% | 116,247 | -8 | -0.0% | -$2,706 | 减仓 |
| WAT | Waters | $3,920.11万 | 2.62% | 104,525 | -150 | -0.1% | -$5.63万 | 减仓 |
| BRK/B | Berkshire Hathaway Class B | $3,546.86万 | 2.37% | 70,882 | 2,595 | 3.8% | $129.85万 | 加仓 |
| SYK | Stryker | $3,524.36万 | 2.35% | 111,941 | 1,781 | 1.6% | $56.07万 | 加仓 |
| LIN | Linde | $3,016.24万 | 2.02% | 58,123 | -440 | -0.8% | -$22.83万 | 减仓 |
| ADI | Analog Devices | $3,008.50万 | 2.01% | 75,748 | -1,409 | -1.8% | -$55.96万 | 减仓 |
| WFC | Wells Fargo | $2,871.50万 | 1.92% | 347,471 | 485 | 0.1% | $4.01万 | 加仓 |
| UNP | Union Pacific | $2,745.79万 | 1.83% | 100,948 | -399 | -0.4% | -$10.85万 | 减仓 |
| AME | Ametek | $2,605.52万 | 1.74% | 107,693 | -786 | -0.7% | -$19.02万 | 减仓 |
| IDXX | Idexx Laboratories | $2,590.40万 | 1.73% | 49,206 | 61 | 0.1% | $3.21万 | 加仓 |
| AFL | Aflac | $2,295.11万 | 1.53% | 195,745 | -4,038 | -2.0% | -$47.35万 | 减仓 |
| V | Visa | $2,287.46万 | 1.53% | 66,672 | 338 | 0.5% | $11.60万 | 加仓 |
| JNJ | Johnson & Johnson | $2,281.44万 | 1.52% | 89,831 | -745 | -0.8% | -$18.92万 | 减仓 |
| HD | Home Depot | $2,173.74万 | 1.45% | 61,635 | 2,054 | 3.4% | $72.44万 | 加仓 |
| SYY | Sysco | $2,156.72万 | 1.44% | 258,042 | 2,451 | 1.0% | $20.49万 | 加仓 |
| PAYX | Paychex | $2,127.14万 | 1.42% | 216,327 | 8,187 | 3.9% | $80.50万 | 加仓 |
| ORCL | Oracle | $2,083.00万 | 1.39% | 142,136 | -1,257 | -0.9% | -$18.42万 | 减仓 |
| ADP | Automatic Data Processing | $1,988.90万 | 1.33% | 88,810 | 2,562 | 3.0% | $57.38万 | 加仓 |
| CVX | Chevron | $1,932.24万 | 1.29% | 116,569 | 5,133 | 4.6% | $85.08万 | 加仓 |
| MSFT | Microsoft | $1,833.21万 | 1.22% | 49,145 | 1,167 | 2.4% | $43.53万 | 加仓 |
| USB | U.S. Bancorp | $1,699.46万 | 1.14% | 281,367 | -1,945 | -0.7% | -$11.75万 | 减仓 |
| UBER | Uber Technologies | $1,666.30万 | 1.11% | 230,918 | 5,462 | 2.4% | $39.41万 | 加仓 |
| AMZN | Amazon.com | $1,625.22万 | 1.09% | 68,189 | -1,028 | -1.5% | -$24.50万 | 减仓 |
| SBUX | Starbucks | $1,596.31万 | 1.07% | 156,210 | -1,029 | -0.7% | -$10.52万 | 减仓 |
| ISRG | Intuitive Surgical | $1,556.12万 | 1.04% | 39,130 | 1,401 | 3.7% | $55.71万 | 加仓 |
| PLTR | Palantir Technologies | $1,548.82万 | 1.03% | 132,752 | 1,851 | 1.4% | $21.60万 | 加仓 |
| TROW | T. Rowe Price Group | $1,495.60万 | 1.00% | 131,551 | -1,290 | -1.0% | -$14.67万 | 减仓 |
| ABT | Abbott Laboratories | $1,459.78万 | 0.98% | 160,875 | 8,455 | 5.5% | $76.72万 | 加仓 |
| ADBE | Adobe | $1,452.55万 | 0.97% | 70,849 | 1,180 | 1.7% | $24.19万 | 加仓 |
| VEEV | Veeva Systems | $1,427.53万 | 0.95% | 80,438 | 17,764 | 28.3% | $315.26万 | 加仓 |
| GE | GE Aerospace | $1,345.80万 | 0.90% | 36,010 | -2,469 | -6.4% | -$92.27万 | 减仓 |
| AXON | Axon Enterprise | $1,327.64万 | 0.89% | 23,682 | 1,360 | 6.1% | $76.24万 | 加仓 |
| ARM | Arm Holdings | $1,321.06万 | 0.88% | 37,258 | -345 | -0.9% | -$12.23万 | 减仓 |
| ECL | Ecolab | $1,320.39万 | 0.88% | 47,392 | 404 | 0.9% | $11.26万 | 加仓 |
| SSNC | SS&C Technologies | $1,319.73万 | 0.88% | 212,688 | 8,015 | 3.9% | $49.73万 | 加仓 |
| NVDA | NVIDIA | $1,312.29万 | 0.88% | 65,585 | 8 | 0.0% | $1,601 | 加仓 |
| ENB | Enbridge | $1,296.77万 | 0.87% | 239,212 | 2,505 | 1.1% | $13.58万 | 加仓 |
| TFC | Truist Financial | $1,288.91万 | 0.86% | 258,713 | -1,735 | -0.7% | -$8.64万 | 减仓 |
| REGN | Regeneron Pharmaceuticals | $1,242.59万 | 0.83% | 19,928 | 79 | 0.4% | $4.93万 | 加仓 |
| SLB | SLB | $1,224.48万 | 0.82% | 263,385 | -1,382 | -0.5% | -$6.42万 | 减仓 |
| INTU | Intuit | $1,219.24万 | 0.81% | 46,714 | 10,619 | 29.4% | $277.16万 | 加仓 |
| EVRG | Evergy | $1,205.01万 | 0.81% | 139,420 | 1,996 | 1.5% | $17.25万 | 加仓 |
| KMB | Kimberly-Clark | $1,160.38万 | 0.78% | 105,710 | 4,478 | 4.4% | $49.16万 | 加仓 |
| IPGP | IPG Photonics | $1,125.15万 | 0.75% | 95,904 | -758 | -0.8% | -$8.89万 | 减仓 |
| DIS | Walt Disney | $1,114.28万 | 0.74% | 115,769 | 686 | 0.6% | $6.60万 | 加仓 |
| SPOT | Spotify Technology | $1,075.14万 | 0.72% | 23,417 | 1,471 | 6.7% | $67.54万 | 加仓 |
| MRK | Merck & Co. | $1,036.74万 | 0.69% | 80,680 | -2,155 | -2.6% | -$27.69万 | 减仓 |
| AMCR | Amcor plc | $1,021.13万 | 0.68% | 235,554 | 1,230 | 0.5% | $5.33万 | 加仓 |
| ROK | Rockwell Automation | $1,016.80万 | 0.68% | 20,538 | -80 | -0.4% | -$3.96万 | 减仓 |
| PYPL | PayPal Holdings | $1,010.59万 | 0.68% | 234,041 | 23,626 | 11.2% | $102.02万 | 加仓 |
| ALGN | Align Technology | $977.30万 | 0.65% | 57,945 | 1,529 | 2.7% | $25.79万 | 加仓 |
| IBM | IBM | $932.46万 | 0.62% | 33,159 | -32 | -0.1% | -$8,999 | 减仓 |
| NKE | Nike | $806.42万 | 0.54% | 196,447 | 23,256 | 13.4% | $95.47万 | 加仓 |
| CP | Canadian Pacific Kansas City | $796.92万 | 0.53% | 91,970 | -230 | -0.2% | -$1.99万 | 减仓 |
| CMCSA | Comcast | $786.75万 | 0.53% | 320,469 | 7,484 | 2.4% | $18.37万 | 加仓 |
| SLM | SLM Corporation | $760.22万 | 0.51% | 293,069 | 3,000 | 1.0% | $7.78万 | 加仓 |
| MDT | Medtronic | $744.66万 | 0.50% | 95,188 | 2,239 | 2.4% | $17.52万 | 加仓 |
| META | Meta Platforms | $741.29万 | 0.50% | 13,160 | 657 | 5.3% | $37.01万 | 加仓 |
| DUK | Duke Energy | $728.39万 | 0.49% | 57,544 | 5,703 | 11.0% | $72.19万 | 加仓 |
| BEN | Franklin Resources | $698.20万 | 0.47% | 209,860 | -555 | -0.3% | -$1.85万 | 减仓 |
| PAYC | Paycom Software | $690.92万 | 0.46% | 54,974 | -242 | -0.4% | -$3.04万 | 减仓 |
| VWO | Vanguard Emerging Markets Stock Index Fund | $664.21万 | 0.44% | 111,277 | 14,288 | 14.7% | $85.29万 | 加仓 |
| SO | The Southern Company | $616.28万 | 0.41% | 64,390 | 169 | 0.3% | $1.62万 | 加仓 |
| PG | Procter & Gamble | $597.84万 | 0.40% | 40,769 | 12,976 | 46.7% | $190.28万 | 加仓 |
| GPN | Global Payments | $575.69万 | 0.38% | 79,340 | -191 | -0.2% | -$1.39万 | 减仓 |
| DEO | Diageo ADR | $559.65万 | 0.37% | 69,626 | -1,607 | -2.3% | -$12.92万 | 减仓 |
| SPY | SPDR S&P 500 ETF | $527.55万 | 0.35% | 7,064 | -29 | -0.4% | -$2.17万 | 减仓 |
| MRSH | Marsh & McLennan | $521.74万 | 0.35% | 31,304 | 3,568 | 12.9% | $59.47万 | 加仓 |
| OVV | Ovintiv | $492.57万 | 0.33% | 93,556 | -1,770 | -1.9% | -$9.32万 | 减仓 |
| KIM | Kimco Realty | $465.92万 | 0.31% | 183,793 | -1,357 | -0.7% | -$3.44万 | 减仓 |
| KO | Coca-Cola | $461.78万 | 0.31% | 56,821 | -771 | -1.3% | -$6.27万 | 减仓 |
| PFE | Pfizer | $451.38万 | 0.30% | 187,450 | -10,750 | -5.4% | -$25.89万 | 减仓 |
| COST | Costco Wholesale | $450.90万 | 0.30% | 4,820 | 63 | 1.3% | $5.89万 | 加仓 |
| AVGO | Broadcom | $414.97万 | 0.28% | 10,985 | 136 | 1.3% | $5.14万 | 加仓 |
| VRSN | Verisign | $376.18万 | 0.25% | 14,954 | -35 | -0.2% | -$8,805 | 减仓 |
| TDY | Teledyne Technologies | $361.33万 | 0.24% | 5,418 | 10 | 0.2% | $6,669 | 加仓 |
| HOOD | Robinhood Markets | $344.97万 | 0.23% | 34,401 | -6,311 | -15.5% | -$63.29万 | 减仓 |
| ASB | Associated Banc-Corp | $335.49万 | 0.22% | 109,033 | -416 | -0.4% | -$1.28万 | 减仓 |
| XOM | Exxon Mobil | $331.16万 | 0.22% | 24,222 | 24,222 | — | $331.16万 | 新建仓 |
| IWD | iShares Russell 1000 Value ETF | $304.37万 | 0.20% | 12,555 | 0 | 0.0% | — | 不变 |
| BRK/A | Berkshire Hathaway Class A | $299.54万 | 0.20% | 4 | 0 | 0.0% | — | 不变 |
| BKNG | Booking Holdings | $266.91万 | 0.18% | 14,975 | 0 | 0.0% | — | 不变 |
| LAMR | Lamar Advertising | $256.15万 | 0.17% | 16,422 | 50 | 0.3% | $7,799 | 加仓 |
| PLXS | Plexus | $245.77万 | 0.16% | 8,174 | 0 | 0.0% | — | 不变 |
| VTI | Vanguard Total Stock Market Index Fund | $231.13万 | 0.15% | 6,246 | -322 | -4.9% | -$11.92万 | 减仓 |
| ETSY | Etsy | $205.36万 | 0.14% | 27,261 | -2,190 | -7.4% | -$16.50万 | 减仓 |
| CWB | SPDR Bloomberg Convertible Securities ETF | $202.09万 | 0.14% | 18,743 | 0 | 0.0% | — | 不变 |
| GLD | SPDR Gold Shares | $191.45万 | 0.13% | 5,197 | -16 | -0.3% | -$5,894 | 减仓 |
| SNPS | Synopsys | $189.04万 | 0.13% | 4,238 | -1,349 | -24.1% | -$60.17万 | 减仓 |
| VFC | V.F. Corporation | $172.49万 | 0.12% | 103,410 | -2,020 | -1.9% | -$3.37万 | 减仓 |
| PEP | PepsiCo | $167.19万 | 0.11% | 12,348 | 0 | 0.0% | — | 不变 |
| O | Realty Income | $164.50万 | 0.11% | 26,549 | 80 | 0.3% | $4,957 | 加仓 |
| ANET | Arista Networks | $163.75万 | 0.11% | 9,639 | 0 | 0.0% | — | 不变 |
| VEA | Vanguard FTSE Developed Markets ETF | $153.83万 | 0.10% | 21,590 | 2,861 | 15.3% | $20.38万 | 加仓 |