BOWEN HANES & CO INC
PONTE VEDRA BEACH FL · SEC CIK 0001077583
$41.06亿2026Q1 申报市值
151持仓数
29.7%前十大占比 · 第一大 4.6%
3 / 9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
GOOG 加仓+$5,527.76万
UTHR 新建仓+$5,040.33万
OSK 新建仓+$4,083.31万
FN 加仓+$2,540.58万
TXN 加仓+$2,450.53万
2026Q1 卖出最多 按季末市值估算
AMZN 减仓-$5,694.68万
SPGI 减仓-$5,399.35万
FICO 清仓-$5,071.90万
TMO 减仓-$4,124.43万
BMI 减仓-$3,747.89万
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 |
|---|---|---|---|---|---|---|---|---|
| — | HONEYWELL INT'L | $1,110.78万 | 0.27% | 49,143 | 1,370 | 2.9% | $30.97万 | 加仓 |
| SPGI | S & P GLOBAL | $1,149.69万 | 0.28% | 27,030 | -126,942 | -82.4% | -$5,399.35万 | 减仓 |
| MA | MASTERCARD INC CL A | $1,428.28万 | 0.35% | 28,585 | 485 | 1.7% | $24.23万 | 加仓 |
| ET | ENERGY TRANSFER LP | $1,881.75万 | 0.46% | 975,000 | 0 | 0.0% | — | 不变 |
| SPH | SUBURBAN PROPANE PARTNERS LP | $2,000.50万 | 0.49% | 1,016,000 | 0 | 0.0% | — | 不变 |
| NHI | NATIONAL HEALTH INVESTORS INC | $2,102.36万 | 0.51% | 260,000 | 0 | 0.0% | — | 不变 |
| BEP | BROOKFIELD RENEWABLE PARTNERS | $2,548.22万 | 0.62% | 780,705 | 0 | 0.0% | — | 不变 |
| BIP | BROOKFIELD INFRASTRUCTURE PART | $2,643.39万 | 0.64% | 731,836 | -10,687 | -1.4% | -$38.60万 | 减仓 |
| WY | WEYERHAEUSER | $2,768.07万 | 0.67% | 1,133,060 | -6,250 | -0.5% | -$15.27万 | 减仓 |
| WMT | WALMART | $2,960.66万 | 0.72% | 238,225 | 187,685 | 371.4% | $2,332.55万 | 加仓 |
| PLD | PROLOGIS | $3,821.72万 | 0.93% | 289,130 | -40 | -0.0% | -$5,287 | 减仓 |
| EPD | ENTERPRISE PRODUCTS PARTNERS L | $3,852.11万 | 0.94% | 1,018,000 | 0 | 0.0% | — | 不变 |
| SUN | SUNOCO LP | $3,898.20万 | 0.95% | 600,000 | 0 | 0.0% | — | 不变 |
| EQIX | EQUINIX | $3,920.96万 | 0.95% | 40,000 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC COM SHS | $3,990.35万 | 0.97% | 325,000 | 0 | 0.0% | — | 不变 |
| OSK | OSHKOSH CORP | $4,083.31万 | 0.99% | 277,380 | 277,380 | — | $4,083.31万 | 新建仓 |
| — | MITSUBISHI ELEC CORP (JP) | $4,346.29万 | 1.06% | 670,000 | 20,000 | 3.1% | $129.74万 | 加仓 |
| TEL | TE CONNECTIVITY (SZ) | $4,598.44万 | 1.12% | 220,000 | 25,000 | 12.8% | $522.55万 | 加仓 |
| UTHR | UNITED THERAPEUTICS | $5,040.33万 | 1.23% | 85,000 | 85,000 | — | $5,040.33万 | 新建仓 |
| ITT | ITT INC | $5,062.57万 | 1.23% | 265,710 | 52,710 | 24.7% | $1,004.28万 | 加仓 |
| FN | FABRINET SHS (CI) | $5,148.18万 | 1.25% | 98,715 | 48,715 | 97.4% | $2,540.58万 | 加仓 |
| PG | PROCTER & GAMBLE | $5,314.57万 | 1.29% | 367,943 | 35,325 | 10.6% | $510.23万 | 加仓 |
| BX | BLACKSTONE INC | $5,442.91万 | 1.33% | 473,338 | 41,931 | 9.7% | $482.16万 | 加仓 |
| BA | BOEING | $5,685.69万 | 1.38% | 285,670 | 2,000 | 0.7% | $39.81万 | 加仓 |
| HWKN | HAWKINS INC COM | $5,844.79万 | 1.42% | 380,520 | 15,550 | 4.3% | $238.85万 | 加仓 |
| ASML | ASML HOLDING (NE) | $5,941.09万 | 1.45% | 44,980 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS | $6,046.11万 | 1.47% | 135,399 | 1,895 | 1.4% | $84.62万 | 加仓 |
| CCJ | CAMECO (CA) | $6,212.22万 | 1.51% | 571,975 | -2,000 | -0.3% | -$21.72万 | 减仓 |
| CRS | CARPENTER TECHNOLOGY COM | $6,306.40万 | 1.54% | 160,000 | 0 | 0.0% | — | 不变 |
| V | VISA | $6,326.70万 | 1.54% | 209,327 | 80 | 0.0% | $2.42万 | 加仓 |
| ELAN | ELANCO ANIMAL HEALTH | $6,334.92万 | 1.54% | 2,647,270 | 23,500 | 0.9% | $56.24万 | 加仓 |
| — | ROLLS ROYCE HOLDINGS ADR (GB) | $6,522.99万 | 1.59% | 4,230,215 | -83,665 | -1.9% | -$129.01万 | 减仓 |
| GOOG | ALPHABET INC CLASS C | $6,587.45万 | 1.60% | 229,640 | 192,699 | 521.6% | $5,527.76万 | 加仓 |
| VIAV | VIAVI SOLUTIONS | $6,656.00万 | 1.62% | 2,000,000 | 130,000 | 7.0% | $432.64万 | 加仓 |
| WELL | WELLTOWER | $6,839.90万 | 1.67% | 345,956 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT | $6,859.63万 | 1.67% | 208,569 | -510 | -0.2% | -$16.77万 | 减仓 |
| MTZ | MASTEC INC COM | $6,932.37万 | 1.69% | 215,465 | 20,025 | 10.2% | $644.28万 | 加仓 |
| SCHW | CHARLES SCHWAB CORP | $6,961.93万 | 1.70% | 740,788 | 127,495 | 20.8% | $1,198.20万 | 加仓 |
| MSFT | MICROSOFT | $7,274.32万 | 1.77% | 196,513 | -28 | -0.0% | -$1.04万 | 减仓 |
| ETN | EATON CORP (IL) | $7,310.06万 | 1.78% | 204,380 | 1,025 | 0.5% | $36.66万 | 加仓 |
| UNP | UNION PACIFIC | $7,594.81万 | 1.85% | 313,033 | -110 | -0.0% | -$2.67万 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATL | $7,677.16万 | 1.87% | 1,008,031 | 28,633 | 2.9% | $218.07万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS (CA) | $7,743.08万 | 1.89% | 591,030 | -3,355 | -0.6% | -$43.95万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS | $7,819.49万 | 1.90% | 180,185 | 7,885 | 4.6% | $342.19万 | 加仓 |
| NFLX | NETFLIX INC | $7,889.59万 | 1.92% | 820,550 | 5,856 | 0.7% | $56.31万 | 加仓 |
| DE | DEERE & CO | $8,075.86万 | 1.97% | 143,367 | 120 | 0.1% | $6.76万 | 加仓 |
| JPM | JPMORGAN CHASE | $8,103.23万 | 1.97% | 275,470 | -1,749 | -0.6% | -$51.45万 | 减仓 |
| ISRG | INTUITIVE SURGICAL | $8,342.77万 | 2.03% | 180,975 | 1,785 | 1.0% | $82.29万 | 加仓 |
| PANW | PALO ALTO NETWORKS | $8,406.07万 | 2.05% | 524,331 | 18,675 | 3.7% | $299.40万 | 加仓 |
| TXN | TEXAS INSTRUMENTS | $8,918.54万 | 2.17% | 459,387 | 126,225 | 37.9% | $2,450.53万 | 加仓 |
| PH | PARKER-HANNIFIN | $8,978.81万 | 2.19% | 100,295 | 75 | 0.1% | $6.71万 | 加仓 |
| COST | COSTCO WHOLESALE | $9,515.31万 | 2.32% | 95,494 | -200 | -0.2% | -$19.93万 | 减仓 |
| AXP | AMERICAN EXPRESS | $9,671.92万 | 2.36% | 319,754 | -854 | -0.3% | -$25.83万 | 减仓 |
| LLY | LILLY ELI & COMPANY | $1.05亿 | 2.57% | 114,646 | -648 | -0.6% | -$59.60万 | 减仓 |
| NVDA | NVIDIA CORP COM | $1.06亿 | 2.59% | 609,815 | -137,730 | -18.4% | -$2,402.01万 | 减仓 |
| TDY | TELEDYNE TECHNOLOGIES | $1.12亿 | 2.73% | 185,332 | -172 | -0.1% | -$10.41万 | 减仓 |
| AAPL | APPLE INC | $1.26亿 | 3.07% | 497,258 | -1,077 | -0.2% | -$27.33万 | 减仓 |
| GEV | GE VERNOVA INC | $1.50亿 | 3.66% | 172,293 | -4,036 | -2.3% | -$352.30万 | 减仓 |
| ATI | ATI INC | $1.52亿 | 3.69% | 1,043,105 | -134,600 | -11.4% | -$1,957.89万 | 减仓 |
| GLW | CORNING | $1.87亿 | 4.56% | 1,377,592 | -53,757 | -3.8% | -$730.93万 | 减仓 |