BOWEN HANES & CO INC
PONTE VEDRA BEACH FL · SEC CIK 0001077583
$41.06亿2026Q2 申报市值
151持仓数
29.7%前十大占比 · 第一大 4.6%
1 / 2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
DUPONT DE NEMOUR 新建仓+$32.06万
HONEYWELL INT'L 重新持有+$30.97万
2026Q2 卖出最多 按季末市值估算
HONEYWELL INT'L 清仓-$1,110.78万
DUPONT DE NEMOUR 清仓-$32.06万
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 |
|---|---|---|---|---|---|---|---|---|
| BIP | BROOKFIELD INFRASTRUCTURE PART | $2,643.39万 | 0.64% | 731,836 | 0 | 0.0% | — | 不变 |
| WY | WEYERHAEUSER | $2,768.07万 | 0.67% | 1,133,060 | 0 | 0.0% | — | 不变 |
| WMT | WALMART | $2,960.66万 | 0.72% | 238,225 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS | $3,821.72万 | 0.93% | 289,130 | 0 | 0.0% | — | 不变 |
| 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 | 0 | 0.0% | — | 不变 |
| — | MITSUBISHI ELEC CORP (JP) | $4,346.29万 | 1.06% | 670,000 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY (SZ) | $4,598.44万 | 1.12% | 220,000 | 0 | 0.0% | — | 不变 |
| UTHR | UNITED THERAPEUTICS | $5,040.33万 | 1.23% | 85,000 | 0 | 0.0% | — | 不变 |
| ITT | ITT INC | $5,062.57万 | 1.23% | 265,710 | 0 | 0.0% | — | 不变 |
| FN | FABRINET SHS (CI) | $5,148.18万 | 1.25% | 98,715 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE | $5,314.57万 | 1.29% | 367,943 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $5,442.91万 | 1.33% | 473,338 | 0 | 0.0% | — | 不变 |
| BA | BOEING | $5,685.69万 | 1.38% | 285,670 | 0 | 0.0% | — | 不变 |
| HWKN | HAWKINS INC COM | $5,844.79万 | 1.42% | 380,520 | 0 | 0.0% | — | 不变 |
| 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 | 0 | 0.0% | — | 不变 |
| CCJ | CAMECO (CA) | $6,212.22万 | 1.51% | 571,975 | 0 | 0.0% | — | 不变 |
| 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 | 0 | 0.0% | — | 不变 |
| ELAN | ELANCO ANIMAL HEALTH | $6,334.92万 | 1.54% | 2,647,270 | 0 | 0.0% | — | 不变 |
| — | ROLLS ROYCE HOLDINGS ADR (GB) | $6,522.99万 | 1.59% | 4,230,215 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC CLASS C | $6,587.45万 | 1.60% | 229,640 | 0 | 0.0% | — | 不变 |
| VIAV | VIAVI SOLUTIONS | $6,656.00万 | 1.62% | 2,000,000 | 0 | 0.0% | — | 不变 |
| 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 | 0 | 0.0% | — | 不变 |
| MTZ | MASTEC INC COM | $6,932.37万 | 1.69% | 215,465 | 0 | 0.0% | — | 不变 |
| SCHW | CHARLES SCHWAB CORP | $6,961.93万 | 1.70% | 740,788 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT | $7,274.32万 | 1.77% | 196,513 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP (IL) | $7,310.06万 | 1.78% | 204,380 | 0 | 0.0% | — | 不变 |
| UNP | UNION PACIFIC | $7,594.81万 | 1.85% | 313,033 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATL | $7,677.16万 | 1.87% | 1,008,031 | 0 | 0.0% | — | 不变 |
| WPM | WHEATON PRECIOUS METALS (CA) | $7,743.08万 | 1.89% | 591,030 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS | $7,819.49万 | 1.90% | 180,185 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC | $7,889.59万 | 1.92% | 820,550 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $8,075.86万 | 1.97% | 143,367 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE | $8,103.23万 | 1.97% | 275,470 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL | $8,342.77万 | 2.03% | 180,975 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS | $8,406.07万 | 2.05% | 524,331 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRUMENTS | $8,918.54万 | 2.17% | 459,387 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN | $8,978.81万 | 2.19% | 100,295 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE | $9,515.31万 | 2.32% | 95,494 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS | $9,671.92万 | 2.36% | 319,754 | 0 | 0.0% | — | 不变 |
| LLY | LILLY ELI & COMPANY | $1.05亿 | 2.57% | 114,646 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORP COM | $1.06亿 | 2.59% | 609,815 | 0 | 0.0% | — | 不变 |
| TDY | TELEDYNE TECHNOLOGIES | $1.12亿 | 2.73% | 185,332 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $1.26亿 | 3.07% | 497,258 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $1.50亿 | 3.66% | 172,293 | 0 | 0.0% | — | 不变 |
| ATI | ATI INC | $1.52亿 | 3.69% | 1,043,105 | 0 | 0.0% | — | 不变 |
| GLW | CORNING | $1.87亿 | 4.56% | 1,377,592 | 0 | 0.0% | — | 不变 |