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 |
|---|---|---|---|---|---|---|---|---|
| FICO | FAIR ISAAC CORP | $0 | 0.00% | 0 | -30,000 | -100.0% | -$5,071.90万 | 清仓 |
| ROL | ROLLINS INC | $0 | 0.00% | 0 | -372,645 | -100.0% | -$2,236.60万 | 清仓 |
| KKR | KKR & CO INC | $0 | 0.00% | 0 | -119,195 | -100.0% | -$1,519.50万 | 清仓 |
| — | CHARTWELL RETIREMENT (CA) | $0 | 0.00% | 0 | -840,000 | -100.0% | -$1,231.20万 | 清仓 |
| META | META PLATFORMS | $0 | 0.00% | 0 | -795 | -100.0% | -$52.50万 | 清仓 |
| MFC | MANULIFE FINL CORP ADR (CA) | $0 | 0.00% | 0 | -7,160 | -100.0% | -$26.00万 | 清仓 |
| — | BROOKFIELD INFRASTRUCTURE CORP | $0 | 0.00% | 0 | -4,927 | -100.0% | -$22.40万 | 清仓 |
| A | AGILENT TECHNOLOGIES | $0 | 0.00% | 0 | -1,600 | -100.0% | -$21.80万 | 清仓 |
| CCI | CROWN CASTLE INT'L | $0 | 0.00% | 0 | -2,270 | -100.0% | -$20.20万 | 清仓 |
| ITW | ILLINOIS TOOL WORKS | $20.82万 | 0.01% | 800 | 0 | 0.0% | — | 重新持有 |
| GILD | GILEAD SCIENCES | $21.04万 | 0.01% | 1,510 | -1,510 | -50.0% | -$21.04万 | 减仓 |
| IR | INGERSOLL RAND (IL) | $21.20万 | 0.01% | 2,646 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE LTD (IL) | $21.34万 | 0.01% | 1,076 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG ADS (SZ) | $21.39万 | 0.01% | 1,400 | -1,400 | -50.0% | -$21.39万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS | $21.64万 | 0.01% | 745 | -300 | -28.7% | -$8.71万 | 减仓 |
| ADSK | AUTODESK INC COM | $23.94万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $24.81万 | 0.01% | 2,150 | 2,150 | — | $24.81万 | 新建仓 |
| WAB | WABTEC | $24.99万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP | $25.55万 | 0.01% | 1,228 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTERNATIONAL | $25.62万 | 0.01% | 4,445 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $26.38万 | 0.01% | 2,569 | -67 | -2.5% | -$6,879 | 减仓 |
| MRK | MERCK & CO INC NEW | $26.51万 | 0.01% | 2,204 | 0 | 0.0% | — | 不变 |
| — | DUPONT DE NEMOURS | $32.06万 | 0.01% | 7,000 | 2,500 | 55.6% | $11.45万 | 重新持有 |
| — | AON PLC | $33.41万 | 0.01% | 1,035 | 0 | 0.0% | — | 不变 |
| MMM | 3M COMPANY | $36.23万 | 0.01% | 2,495 | 0 | 0.0% | — | 不变 |
| — | CITIGROUP INC | $36.52万 | 0.01% | 3,220 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA MOTORS INC | $37.17万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINANCIAL CP | $39.66万 | 0.01% | 2,174 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $41.61万 | 0.01% | 3,844 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHERN | $42.33万 | 0.01% | 1,475 | -300 | -16.9% | -$8.61万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $42.73万 | 0.01% | 2,000 | -650 | -24.5% | -$13.89万 | 减仓 |
| EFX | EQUIFAX | $44.77万 | 0.01% | 2,486 | 0 | 0.0% | — | 不变 |
| RHHBY | ROCHE HOLDING AG (SZ) | $47.47万 | 0.01% | 9,550 | 0 | 0.0% | — | 不变 |
| TTEK | TETRA TECH | $48.12万 | 0.01% | 15,975 | 0 | 0.0% | — | 不变 |
| GNRC | GENERAC HOLDINGS | $49.22万 | 0.01% | 2,520 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SERVICE | $53.08万 | 0.01% | 5,395 | -1,245 | -18.8% | -$12.25万 | 减仓 |
| KMI | KINDER MORGAN | $65.64万 | 0.02% | 19,575 | -1,500 | -7.1% | -$5.03万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP COM | $66.20万 | 0.02% | 10,550 | -2,620 | -19.9% | -$16.44万 | 减仓 |
| SNA | SNAP-ON | $67.92万 | 0.02% | 1,870 | 0 | 0.0% | — | 不变 |
| IP | INT'L PAPER | $69.15万 | 0.02% | 19,370 | 0 | 0.0% | — | 不变 |
| LOW | LOWE'S COMPANIES | $72.85万 | 0.02% | 3,083 | 0 | 0.0% | — | 不变 |
| DIS | WALT DISNEY | $74.16万 | 0.02% | 7,695 | -2,750 | -26.3% | -$26.50万 | 减仓 |
| STT | STATE STREET | $76.42万 | 0.02% | 6,038 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK | $79.01万 | 0.02% | 8,190 | -1,140 | -12.2% | -$11.00万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $83.06万 | 0.02% | 6,343 | -800 | -11.2% | -$10.48万 | 减仓 |
| CHKP | CHECK POINT SOFTWARE TECH (IS) | $83.57万 | 0.02% | 5,850 | 400 | 7.3% | $5.71万 | 加仓 |
| MDT | MEDTRONIC PLC (IL) | $85.82万 | 0.02% | 9,904 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL | $87.95万 | 0.02% | 5,184 | 1,879 | 56.9% | $31.88万 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC | $88.30万 | 0.02% | 12,405 | -60 | -0.5% | -$4,271 | 减仓 |
| ORCL | ORACLE CORP COM | $98.27万 | 0.02% | 6,680 | -3,360 | -33.5% | -$49.43万 | 减仓 |
| BNS | BANK OF NOVA SCOTIA ADR (CA) | $98.88万 | 0.02% | 14,267 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB | $99.74万 | 0.02% | 16,445 | 6,400 | 63.7% | $38.82万 | 加仓 |
| PFE | PFIZER | $101.04万 | 0.02% | 35,984 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP | $101.07万 | 0.02% | 8,995 | 515 | 6.1% | $5.79万 | 加仓 |
| RTX | RTX CORP | $101.43万 | 0.02% | 5,258 | 0 | 0.0% | — | 不变 |
| NOW | SERVICE NOW INC | $104.55万 | 0.03% | 10,000 | -4,250 | -29.8% | -$44.43万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG (TW) | $111.19万 | 0.03% | 3,290 | 0 | 0.0% | — | 不变 |
| BEPC | BROOKFIELD RENEWABLE CORP-A (C | $113.99万 | 0.03% | 28,620 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORPORATION | $117.01万 | 0.03% | 3,285 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS | $120.11万 | 0.03% | 10,161 | -4,005 | -28.3% | -$47.34万 | 减仓 |
| CVX | CHEVRON | $123.37万 | 0.03% | 5,963 | 500 | 9.2% | $10.35万 | 加仓 |
| CMI | CUMMINS INC | $129.12万 | 0.03% | 2,400 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN | $149.79万 | 0.04% | 8,636 | -275 | -3.1% | -$4.77万 | 减仓 |
| GRMN | GARMIN LTD (SZ) | $156.03万 | 0.04% | 6,725 | -16,810 | -71.4% | -$390.01万 | 减仓 |
| AWK | AMERICAN WATER WORKS | $168.93万 | 0.04% | 12,413 | 0 | 0.0% | — | 不变 |
| BMI | BADGER METER INC | $171.77万 | 0.04% | 11,275 | -246,005 | -95.6% | -$3,747.89万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS | $172.18万 | 0.04% | 34,299 | 2,225 | 6.9% | $11.17万 | 加仓 |
| KO | COCA-COLA | $182.54万 | 0.04% | 24,002 | -800 | -3.2% | -$6.08万 | 减仓 |
| VMC | VULCAN MATERIALS | $195.89万 | 0.05% | 7,194 | 0 | 0.0% | — | 不变 |
| CP | CANADIAN PACIFIC KANSAS CITY L | $202.60万 | 0.05% | 25,757 | -7,610 | -22.8% | -$59.86万 | 减仓 |
| ROK | ROCKWELL AUTOMATION | $205.82万 | 0.05% | 5,735 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALD'S | $211.87万 | 0.05% | 6,817 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC (IL) | $214.00万 | 0.05% | 5,135 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD (SZ) | $231.25万 | 0.06% | 7,095 | 0 | 0.0% | — | 不变 |
| MKC | MCCORMICK & CO | $261.47万 | 0.06% | 51,838 | -6,680 | -11.4% | -$33.69万 | 减仓 |
| VRT | VERTIV HOLDINGS | $266.74万 | 0.06% | 10,645 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $270.56万 | 0.07% | 12,440 | 500 | 4.2% | $10.87万 | 加仓 |
| CNQ | CANADIAN NATURAL RESOURCES ADR | $276.30万 | 0.07% | 56,700 | -4,100 | -6.7% | -$19.98万 | 减仓 |
| GOOGL | ALPHABET INC CLASS A | $282.56万 | 0.07% | 9,826 | -27 | -0.3% | -$7,764 | 减仓 |
| CNI | CANADIAN NAT'L RWY ADR (CA) | $316.23万 | 0.08% | 30,771 | -1,175 | -3.7% | -$12.08万 | 减仓 |
| EMR | EMERSON ELECTRIC | $316.83万 | 0.08% | 24,182 | -127 | -0.5% | -$1.66万 | 减仓 |
| CSCO | CISCO SYSTEMS | $325.80万 | 0.08% | 41,990 | -600 | -1.4% | -$4.66万 | 减仓 |
| CL | COLGATE PALMOLIVE | $330.23万 | 0.08% | 38,746 | -3,891 | -9.1% | -$33.16万 | 减仓 |
| MAR | MARRIOTT INT'L | $338.12万 | 0.08% | 10,338 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR | $389.30万 | 0.09% | 5,495 | -534 | -8.9% | -$37.83万 | 减仓 |
| PEP | PEPSICO | $390.91万 | 0.10% | 25,173 | -350 | -1.4% | -$5.44万 | 减仓 |
| AMZN | AMAZON.COM INC | $395.17万 | 0.10% | 18,974 | -273,428 | -93.5% | -$5,694.68万 | 减仓 |
| LMT | LOCKHEED MARTIN | $436.25万 | 0.11% | 7,218 | -655 | -8.3% | -$39.59万 | 减仓 |
| NDSN | NORDSON CORP | $451.48万 | 0.11% | 16,969 | 14,590 | 613.3% | $388.18万 | 重新持有 |
| LHX | L3HARRIS | $470.44万 | 0.11% | 13,630 | 0 | 0.0% | — | 不变 |
| AVY | AVERY DENNISON | $557.96万 | 0.14% | 32,312 | -802 | -2.4% | -$13.85万 | 减仓 |
| WM | WASTE MANAGEMENT | $565.95万 | 0.14% | 24,629 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY | $590.15万 | 0.14% | 63,539 | 7,500 | 13.4% | $69.66万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING | $594.57万 | 0.14% | 29,263 | -18,804 | -39.1% | -$382.06万 | 减仓 |
| XYL | XYLEM | $678.43万 | 0.17% | 56,772 | -9,655 | -14.5% | -$115.38万 | 减仓 |
| CHD | CHURCH AND DWIGHT | $687.22万 | 0.17% | 73,641 | -10,535 | -12.5% | -$98.31万 | 减仓 |
| ULTA | ULTA BEAUTY INC | $694.16万 | 0.17% | 13,280 | -10 | -0.1% | -$5,227 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC | $864.85万 | 0.21% | 17,595 | -83,910 | -82.7% | -$4,124.43万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $890.71万 | 0.22% | 36,439 | -1,985 | -5.2% | -$48.52万 | 减仓 |
| IBM | IBM | $980.59万 | 0.24% | 40,455 | 13,965 | 52.7% | $338.50万 | 加仓 |