DEARBORN PARTNERS LLC
CHICAGO IL · SEC CIK 0001206792
$36.10亿2026Q2 申报市值
290持仓数
27.3%前十大占比 · 第一大 6.1%
17 / 1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
AAPL 加仓+$1.07亿
MSFT 加仓+$7,536.15万
CASY 加仓+$3,825.95万
MCD 加仓+$3,763.49万
ADP 加仓+$3,761.25万
2026Q2 卖出最多 按季末市值估算
Honeywell Intl I 清仓-$134.10万
ULS 重新持有-$8.07万
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 |
|---|---|---|---|---|---|---|---|---|
| VCLT | Vanguard Long-Term Corp Bond E | $395.10万 | 0.11% | 52,688 | 26,823 | 103.7% | $201.14万 | 加仓 |
| IJH | IShares Core S&P Mid-Cap ETF | $402.52万 | 0.11% | 55,218 | 30,926 | 127.3% | $225.44万 | 加仓 |
| QQQ | Invesco QQQ Trust Series 1 | $425.31万 | 0.12% | 6,471 | 3,258 | 101.4% | $214.13万 | 加仓 |
| HSY | Hershey Company | $481.90万 | 0.13% | 25,143 | 12,574 | 100.0% | $241.00万 | 加仓 |
| CARR | Carrier Global Corp Com | $498.35万 | 0.14% | 76,870 | 38,437 | 100.0% | $249.19万 | 加仓 |
| GOOG | Alphabet Inc CL C NON Voting | $521.45万 | 0.14% | 16,288 | 8,156 | 100.3% | $261.11万 | 加仓 |
| SMH | VanEck Vectors Semiconductor E | $528.10万 | 0.15% | 10,143 | 5,109 | 101.5% | $266.00万 | 加仓 |
| AGG | IShares Barclays Aggregate Bon | $586.00万 | 0.16% | 59,118 | 30,048 | 103.4% | $297.85万 | 加仓 |
| DE | Deere & Co | $618.66万 | 0.17% | 10,304 | 5,389 | 109.6% | $323.56万 | 加仓 |
| SBUX | Starbucks Corporation | $715.57万 | 0.20% | 74,667 | 37,006 | 98.3% | $354.65万 | 加仓 |
| VEA | Vanguard FTSE Developed Mkts E | $748.69万 | 0.21% | 109,874 | 62,227 | 130.6% | $424.02万 | 加仓 |
| KO | Coca Cola Co | $763.33万 | 0.21% | 97,042 | 48,524 | 100.0% | $381.69万 | 加仓 |
| MRK | Merck & Co Inc | $793.16万 | 0.22% | 63,964 | 28,921 | 82.5% | $358.62万 | 加仓 |
| MDT | Medtronic PLC | $799.97万 | 0.22% | 96,803 | 46,112 | 91.0% | $381.06万 | 加仓 |
| TJX | TJX Companies Inc | $872.69万 | 0.24% | 57,603 | 57,603 | — | $872.69万 | 新建仓 |
| V | Visa Inc Cl A | $876.10万 | 0.24% | 27,131 | 13,738 | 102.6% | $443.62万 | 加仓 |
| AMZN | Amazon.com | $901.02万 | 0.25% | 40,342 | 20,226 | 100.5% | $451.74万 | 加仓 |
| O | Realty Income Corporation | $921.81万 | 0.26% | 149,729 | 73,923 | 97.5% | $455.11万 | 加仓 |
| LLY | Eli Lilly & Co | $969.16万 | 0.27% | 9,132 | 4,621 | 102.4% | $490.42万 | 加仓 |
| LIN | Linde PLC | $1,004.98万 | 0.28% | 19,809 | 9,892 | 99.7% | $501.86万 | 加仓 |
| NVS | Novartis AG ADR | $1,039.92万 | 0.29% | 67,247 | 32,039 | 91.0% | $495.46万 | 加仓 |
| LNT | Alliant Energy Corp | $1,045.71万 | 0.29% | 137,070 | 137,070 | — | $1,045.71万 | 新建仓 |
| RTX | Raytheon Technologies Com | $1,110.09万 | 0.31% | 58,015 | 28,513 | 96.6% | $545.58万 | 加仓 |
| APD | Air Products & Chemicals, Inc | $1,208.66万 | 0.33% | 41,421 | 20,179 | 95.0% | $588.82万 | 加仓 |
| CVX | Chevron Corp | $1,228.09万 | 0.34% | 65,910 | 32,959 | 100.0% | $614.12万 | 加仓 |
| ZTS | Zoetis, Inc Class A | $1,436.28万 | 0.40% | 130,908 | 23,988 | 22.4% | $263.19万 | 加仓 |
| SPYM | State Street SPDR Portfolio S& | $1,447.31万 | 0.40% | 174,533 | 98,271 | 128.9% | $814.91万 | 加仓 |
| OKE | ONEOK, Inc. | $1,506.75万 | 0.42% | 169,858 | 82,898 | 95.3% | $735.36万 | 加仓 |
| PEP | PepsiCo Inc | $1,523.85万 | 0.42% | 104,920 | 53,017 | 102.1% | $770.02万 | 加仓 |
| RS | Reliance Steel & Aluminum Co | $1,636.17万 | 0.45% | 48,303 | 24,128 | 99.8% | $817.29万 | 加仓 |
| GILD | Gilead Sciences Incorporated | $1,820.36万 | 0.50% | 136,878 | 67,003 | 95.9% | $891.08万 | 加仓 |
| UNP | Union Pacific Corp | $1,897.80万 | 0.53% | 73,779 | 36,683 | 98.9% | $943.59万 | 加仓 |
| RPM | RPM Intl Inc | $1,966.18万 | 0.54% | 186,766 | 93,383 | 100.0% | $983.09万 | 加仓 |
| AVGO | Broadcom Inc | $2,233.21万 | 0.62% | 61,373 | 48,894 | 391.8% | $1,779.13万 | 加仓 |
| ARES | Ares Management Corporation | $2,248.45万 | 0.62% | 204,019 | 102,275 | 100.5% | $1,127.15万 | 加仓 |
| BR | Broadridge Financial Solutions | $2,286.72万 | 0.63% | 151,678 | 69,618 | 84.8% | $1,049.57万 | 加仓 |
| IBM | International Business Machine | $2,341.35万 | 0.65% | 89,550 | 43,983 | 96.5% | $1,149.97万 | 加仓 |
| JKHY | Jack Henry & Assoc Inc Com | $2,542.64万 | 0.70% | 171,027 | 78,946 | 85.7% | $1,173.68万 | 加仓 |
| TSCO | Tractor Supply Company | $2,603.51万 | 0.72% | 602,109 | 90,610 | 17.7% | $391.80万 | 加仓 |
| MDLZ | Mondelez International Inc A | $2,728.58万 | 0.76% | 472,555 | 238,885 | 102.2% | $1,379.35万 | 加仓 |
| INTU | Intuit | $2,757.51万 | 0.76% | 78,275 | 36,583 | 87.7% | $1,288.77万 | 加仓 |
| EOG | EOG Resources Inc | $2,911.00万 | 0.81% | 211,326 | 97,134 | 85.1% | $1,338.02万 | 加仓 |
| ACN | Accenture PLC Cl A | $2,959.40万 | 0.82% | 162,673 | 36,053 | 28.5% | $655.89万 | 加仓 |
| ABT | Abbott Labs | $3,019.74万 | 0.84% | 304,231 | 87,008 | 40.1% | $863.63万 | 加仓 |
| GOOGL | Alphabet Inc CL A | $3,059.43万 | 0.85% | 94,784 | 47,821 | 101.8% | $1,543.56万 | 加仓 |
| GD | General Dynamics Corp | $3,097.62万 | 0.86% | 88,826 | 44,408 | 100.0% | $1,548.64万 | 加仓 |
| AWK | American Water Works Co | $3,124.30万 | 0.87% | 233,118 | 106,883 | 84.7% | $1,432.47万 | 加仓 |
| FAST | Fastenal Company | $3,328.62万 | 0.92% | 705,826 | 328,750 | 87.2% | $1,550.36万 | 加仓 |
| — | McCormick & Company Inc | $3,469.54万 | 0.96% | 687,984 | 325,437 | 89.8% | $1,641.20万 | 加仓 |
| — | Thomson Reuters | $3,639.11万 | 1.01% | 422,575 | 196,417 | 86.8% | $1,691.49万 | 加仓 |
| TMUS | T-Mobile US Inc. | $3,858.45万 | 1.07% | 202,639 | 93,991 | 86.5% | $1,789.68万 | 加仓 |
| EQIX | Equinix Inc | $3,864.08万 | 1.07% | 38,285 | 17,893 | 87.7% | $1,805.93万 | 加仓 |
| CTAS | Cintas Corp | $3,922.91万 | 1.09% | 231,331 | 108,220 | 87.9% | $1,835.19万 | 加仓 |
| NVDA | Nvidia Corp | $3,954.81万 | 1.10% | 203,477 | 158,102 | 348.4% | $3,072.90万 | 加仓 |
| JNJ | Johnson & Johnson | $3,981.28万 | 1.10% | 159,759 | 79,895 | 100.0% | $1,991.03万 | 加仓 |
| SPGI | S&P Global, Inc. | $4,017.91万 | 1.11% | 96,392 | 45,371 | 88.9% | $1,891.20万 | 加仓 |
| ECL | Ecolab Inc | $4,071.35万 | 1.13% | 149,710 | 70,503 | 89.0% | $1,917.32万 | 加仓 |
| NEE | NextEra Energy Inc | $4,090.82万 | 1.13% | 452,901 | 226,461 | 100.0% | $2,045.50万 | 加仓 |
| STE | Steris plc | $4,330.03万 | 1.20% | 200,329 | 94,546 | 89.4% | $2,043.57万 | 加仓 |
| NDAQ | Nasdaq, Inc. | $4,450.20万 | 1.23% | 542,725 | 258,633 | 91.0% | $2,120.72万 | 加仓 |
| SYK | Stryker Corp | $4,475.56万 | 1.24% | 138,927 | 65,038 | 88.0% | $2,095.21万 | 加仓 |
| HD | Home Depot Inc | $4,534.30万 | 1.26% | 133,267 | 63,599 | 91.3% | $2,163.90万 | 加仓 |
| MSI | Motorola Solutions, Inc. | $4,635.78万 | 1.28% | 109,037 | 51,444 | 89.3% | $2,187.18万 | 加仓 |
| VRSK | Verisk Analytics Inc | $4,733.98万 | 1.31% | 257,137 | 142,071 | 123.5% | $2,615.57万 | 加仓 |
| CME | CME Group Inc | $4,999.77万 | 1.38% | 192,514 | 92,074 | 91.7% | $2,391.25万 | 加仓 |
| CAT | Caterpillar Inc | $5,076.82万 | 1.41% | 57,261 | 28,618 | 99.9% | $2,537.30万 | 加仓 |
| JPM | J P Morgan Chase & Co | $5,163.53万 | 1.43% | 166,174 | 83,018 | 99.8% | $2,579.62万 | 加仓 |
| PG | Procter & Gamble Co | $5,378.59万 | 1.49% | 369,680 | 176,935 | 91.8% | $2,574.28万 | 加仓 |
| AJG | Arthur J. Gallagher & Co | $5,384.27万 | 1.49% | 241,658 | 115,800 | 92.0% | $2,580.08万 | 加仓 |
| WMT | Wal-Mart Stores | $5,484.15万 | 1.52% | 459,079 | 200,798 | 77.7% | $2,398.73万 | 加仓 |
| COST | Costco Wholesale Corp | $5,506.88万 | 1.53% | 56,778 | 24,714 | 77.1% | $2,397.00万 | 加仓 |
| SHW | Sherwin-Williams Co | $5,574.26万 | 1.54% | 167,925 | 80,534 | 92.2% | $2,673.32万 | 加仓 |
| ABBV | AbbVie Inc | $5,676.19万 | 1.57% | 242,993 | 114,591 | 89.2% | $2,676.79万 | 加仓 |
| ITW | Illinois Tool Works Inc | $5,876.51万 | 1.63% | 221,598 | 106,637 | 92.8% | $2,827.89万 | 加仓 |
| VZ | Verizon Communications | $5,909.38万 | 1.64% | 1,271,408 | 601,890 | 89.9% | $2,797.53万 | 加仓 |
| SNA | Snap-On | $5,912.82万 | 1.64% | 156,071 | 62,282 | 66.4% | $2,359.58万 | 加仓 |
| MA | Mastercard Inc | $6,278.32万 | 1.74% | 123,995 | 59,399 | 92.0% | $3,007.59万 | 加仓 |
| QCOM | Qualcomm Inc. | $6,288.67万 | 1.74% | 404,476 | 192,792 | 91.1% | $2,997.47万 | 加仓 |
| RSG | Republic Services Inc | $6,425.19万 | 1.78% | 297,185 | 140,994 | 90.3% | $3,048.31万 | 加仓 |
| CTVA | Corteva Inc | $6,625.38万 | 1.84% | 787,099 | 373,180 | 90.2% | $3,141.23万 | 加仓 |
| ATO | Atmos Energy Corporation | $6,722.05万 | 1.86% | 376,598 | 188,329 | 100.0% | $3,361.56万 | 加仓 |
| WSO | Watsco, Inc. | $6,732.49万 | 1.86% | 172,936 | 83,346 | 93.0% | $3,244.70万 | 加仓 |
| TXN | Texas Instruments Incorporated | $6,876.37万 | 1.90% | 282,818 | 133,333 | 89.2% | $3,241.83万 | 加仓 |
| WEC | WEC Energy Group Inc | $6,964.95万 | 1.93% | 599,161 | 284,723 | 90.5% | $3,309.77万 | 加仓 |
| ADP | Automatic Data Processing | $7,512.69万 | 2.08% | 351,753 | 176,106 | 100.3% | $3,761.25万 | 加仓 |
| — | Exxon Mobil Corp | $7,865.35万 | 2.18% | 510,350 | 240,815 | 89.3% | $3,711.36万 | 加仓 |
| APH | Amphenol Corp Cl A | $7,890.03万 | 2.19% | 526,040 | 248,854 | 89.8% | $3,732.54万 | 加仓 |
| MCD | McDonalds Corp | $8,295.35万 | 2.30% | 283,674 | 128,699 | 83.0% | $3,763.49万 | 加仓 |
| CASY | Casey's General Stores Inc | $9,691.18万 | 2.68% | 128,482 | 50,723 | 65.2% | $3,825.95万 | 加仓 |
| MSFT | Microsoft Corp | $1.46亿 | 4.05% | 393,242 | 202,781 | 106.5% | $7,536.15万 | 加仓 |
| AAPL | Apple Inc. | $2.21亿 | 6.13% | 816,983 | 394,954 | 93.6% | $1.07亿 | 加仓 |