FAIRFIELD, BUSH & CO.
DARIEN CT · SEC CIK 0001116247
$1.80亿2026Q1 申报市值
119持仓数
39.0%前十大占比 · 第一大 5.4%
7 / 4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
SOLS 新建仓+$67.44万
SPY 新建仓+$41.82万
IBM 加仓+$40.84万
T 新建仓+$39.32万
LNG 新建仓+$38.91万
2026Q1 卖出最多 按季末市值估算
TSM 减仓-$256.57万
MSFT 减仓-$63.37万
ORCL 减仓-$54.89万
CVX 减仓-$48.42万
WMT 减仓-$47.56万
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 |
|---|---|---|---|---|---|---|---|---|
| SHOP | SHOPIFY INC CL A SUB VTG SHS | $246.11万 | 1.37% | 20,748 | 1,339 | 6.9% | $15.88万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $253.86万 | 1.41% | 6,502 | 369 | 6.0% | $14.41万 | 加仓 |
| MRK | MERCK & CO INC COM | $255.58万 | 1.42% | 21,247 | -1,247 | -5.5% | -$15.00万 | 减仓 |
| LLY | ELI LILLY & CO COM | $260.94万 | 1.45% | 2,837 | -4 | -0.1% | -$3,679 | 减仓 |
| NFLX | NETFLIX INC. COM | $267.68万 | 1.49% | 27,840 | -1,355 | -4.6% | -$13.03万 | 减仓 |
| RY | ROYAL BK CDA COM | $271.40万 | 1.51% | 16,776 | -611 | -3.5% | -$9.88万 | 减仓 |
| — | EXXON MOBIL CORP COM | $275.45万 | 1.53% | 16,236 | -1,187 | -6.8% | -$20.14万 | 减仓 |
| ANET | ARISTA NETWORKS INC COM SHS | $284.03万 | 1.58% | 23,133 | 1,070 | 4.8% | $13.14万 | 加仓 |
| QCOM | QUALCOMM INC COM | $286.80万 | 1.59% | 22,271 | -532 | -2.3% | -$6.85万 | 减仓 |
| NVS | NOVARTIS AG SPONSORED ADR | $295.48万 | 1.64% | 19,344 | -2,269 | -10.5% | -$34.66万 | 减仓 |
| CVX | CHEVRON CORPORATION COM | $301.54万 | 1.67% | 14,574 | -2,340 | -13.8% | -$48.42万 | 减仓 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $314.89万 | 1.75% | 2,384 | 59 | 2.5% | $7.79万 | 加仓 |
| LOW | LOWES COS INC COM | $356.85万 | 1.98% | 15,103 | -526 | -3.4% | -$12.43万 | 减仓 |
| WMT | WALMART INC COM | $362.91万 | 2.01% | 29,201 | -3,827 | -11.6% | -$47.56万 | 减仓 |
| CCJ | CAMECO CORP COM | $365.32万 | 2.03% | 33,636 | 2,715 | 8.8% | $29.49万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $500.30万 | 2.78% | 17,008 | -304 | -1.8% | -$8.94万 | 减仓 |
| AAPL | APPLE INC COM | $513.75万 | 2.85% | 20,243 | 1,287 | 6.8% | $32.66万 | 加仓 |
| ORCL | ORACLE CORP COM | $552.81万 | 3.07% | 37,578 | -3,731 | -9.0% | -$54.89万 | 减仓 |
| AVGO | BROADCOM INC COM | $743.26万 | 4.13% | 24,014 | -682 | -2.8% | -$21.11万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $765.23万 | 4.25% | 22,643 | -7,592 | -25.1% | -$256.57万 | 减仓 |
| AMZN | AMAZON COM INC COM | $858.54万 | 4.77% | 41,223 | -343 | -0.8% | -$7.14万 | 减仓 |
| GOOG | ALPHABET INC CAP STK CL C | $870.39万 | 4.83% | 30,342 | -1,408 | -4.4% | -$40.39万 | 减仓 |
| MSFT | MICROSOFT CORP COM | $882.91万 | 4.90% | 23,851 | -1,712 | -6.7% | -$63.37万 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO COM | $974.47万 | 5.41% | 134,058 | -3,968 | -2.9% | -$28.84万 | 减仓 |