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 |
|---|---|---|---|---|---|---|---|---|
| ZTS | ZOETIS | $120.11万 | 0.03% | 10,161 | -4,005 | -28.3% | -$47.34万 | 减仓 |
| FDX | FEDEX CORPORATION | $117.01万 | 0.03% | 3,285 | 0 | 0.0% | — | 不变 |
| BEPC | BROOKFIELD RENEWABLE CORP-A (C | $113.99万 | 0.03% | 28,620 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MFG (TW) | $111.19万 | 0.03% | 3,290 | 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 |
| RTX | RTX CORP | $101.43万 | 0.02% | 5,258 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP | $101.07万 | 0.02% | 8,995 | 515 | 6.1% | $5.79万 | 加仓 |
| PFE | PFIZER | $101.04万 | 0.02% | 35,984 | 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 |
| BNS | BANK OF NOVA SCOTIA ADR (CA) | $98.88万 | 0.02% | 14,267 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP COM | $98.27万 | 0.02% | 6,680 | -3,360 | -33.5% | -$49.43万 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC | $88.30万 | 0.02% | 12,405 | -60 | -0.5% | -$4,271 | 减仓 |
| — | EXXON MOBIL | $87.95万 | 0.02% | 5,184 | 1,879 | 56.9% | $31.88万 | 加仓 |
| MDT | MEDTRONIC PLC (IL) | $85.82万 | 0.02% | 9,904 | 0 | 0.0% | — | 不变 |
| CHKP | CHECK POINT SOFTWARE TECH (IS) | $83.57万 | 0.02% | 5,850 | 400 | 7.3% | $5.71万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $83.06万 | 0.02% | 6,343 | -800 | -11.2% | -$10.48万 | 减仓 |
| KMB | KIMBERLY-CLARK | $79.01万 | 0.02% | 8,190 | -1,140 | -12.2% | -$11.00万 | 减仓 |
| STT | STATE STREET | $76.42万 | 0.02% | 6,038 | 0 | 0.0% | — | 不变 |
| DIS | WALT DISNEY | $74.16万 | 0.02% | 7,695 | -2,750 | -26.3% | -$26.50万 | 减仓 |
| LOW | LOWE'S COMPANIES | $72.85万 | 0.02% | 3,083 | 0 | 0.0% | — | 不变 |
| IP | INT'L PAPER | $69.15万 | 0.02% | 19,370 | 0 | 0.0% | — | 不变 |
| SNA | SNAP-ON | $67.92万 | 0.02% | 1,870 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP COM | $66.20万 | 0.02% | 10,550 | -2,620 | -19.9% | -$16.44万 | 减仓 |
| KMI | KINDER MORGAN | $65.64万 | 0.02% | 19,575 | -1,500 | -7.1% | -$5.03万 | 减仓 |
| UPS | UNITED PARCEL SERVICE | $53.08万 | 0.01% | 5,395 | -1,245 | -18.8% | -$12.25万 | 减仓 |
| GNRC | GENERAC HOLDINGS | $49.22万 | 0.01% | 2,520 | 0 | 0.0% | — | 不变 |
| TTEK | TETRA TECH | $48.12万 | 0.01% | 15,975 | 0 | 0.0% | — | 不变 |
| RHHBY | ROCHE HOLDING AG (SZ) | $47.47万 | 0.01% | 9,550 | 0 | 0.0% | — | 不变 |
| EFX | EQUIFAX | $44.77万 | 0.01% | 2,486 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $42.73万 | 0.01% | 2,000 | -650 | -24.5% | -$13.89万 | 减仓 |
| NSC | NORFOLK SOUTHERN | $42.33万 | 0.01% | 1,475 | -300 | -16.9% | -$8.61万 | 减仓 |
| NEM | NEWMONT CORP | $41.61万 | 0.01% | 3,844 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINANCIAL CP | $39.66万 | 0.01% | 2,174 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA MOTORS INC | $37.17万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| — | CITIGROUP INC | $36.52万 | 0.01% | 3,220 | 0 | 0.0% | — | 不变 |
| MMM | 3M COMPANY | $36.23万 | 0.01% | 2,495 | 0 | 0.0% | — | 不变 |
| — | AON PLC | $33.41万 | 0.01% | 1,035 | 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 |
| MRK | MERCK & CO INC NEW | $26.51万 | 0.01% | 2,204 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $26.38万 | 0.01% | 2,569 | -67 | -2.5% | -$6,879 | 减仓 |
| MDLZ | MONDELEZ INTERNATIONAL | $25.62万 | 0.01% | 4,445 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP | $25.55万 | 0.01% | 1,228 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC | $24.99万 | 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 |
| ADSK | AUTODESK INC COM | $23.94万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS | $21.64万 | 0.01% | 745 | -300 | -28.7% | -$8.71万 | 减仓 |
| NVS | NOVARTIS AG ADS (SZ) | $21.39万 | 0.01% | 1,400 | -1,400 | -50.0% | -$21.39万 | 减仓 |
| ACN | ACCENTURE LTD (IL) | $21.34万 | 0.01% | 1,076 | 0 | 0.0% | — | 不变 |
| IR | INGERSOLL RAND (IL) | $21.20万 | 0.01% | 2,646 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES | $21.04万 | 0.01% | 1,510 | -1,510 | -50.0% | -$21.04万 | 减仓 |
| ITW | ILLINOIS TOOL WORKS | $20.82万 | 0.01% | 800 | 0 | 0.0% | — | 重新持有 |
| 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 |