BOYAR ASSET MANAGEMENT INC.
NEW YORK NY · SEC CIK 0001218254
$1.76亿2026Q1 申报市值
78持仓数
48.4%前十大占比 · 第一大 8.7%
7 / 3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
MDT 加仓+$334.89万
CRM 新建仓+$143.62万
UBER 加仓+$138.60万
MSGK 加仓+$134.47万
GOOGL 加仓+$132.28万
2026Q1 卖出最多 按季末市值估算
UNF 清仓-$179.55万
WARNER BROS DISC 清仓-$94.29万
GLW 减仓-$38.10万
MTCH 减仓-$12.88万
C 减仓-$12.19万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| UNF | UNIFIRST CORP MASS | $0 | 0.00% | 0 | -9,308 | -100.0% | -$179.55万 | 清仓 |
| — | WARNER BROS DISCOVERY INC | $0 | 0.00% | 0 | -32,717 | -100.0% | -$94.29万 | 清仓 |
| CFG | CITIZENS FINL GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | SUNOPTA INC | $0 | 0.00% | 0 | -26,892 | -100.0% | -$10.22万 | 清仓 |
| CNDT | CONDUENT INC | $3.26万 | 0.02% | 25,481 | -122 | -0.5% | -$156 | 减仓 |
| WEN | WENDYS CO | $17.89万 | 0.10% | 25,742 | -116 | -0.4% | -$806 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $20.74万 | 0.12% | 2,150 | 0 | 0.0% | — | 不变 |
| WSO | WATSCO INC | $21.21万 | 0.12% | 583 | 583 | — | $21.21万 | 新建仓 |
| AIG | AMERICAN INTL GROUP INC | $25.94万 | 0.15% | 3,447 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $26.36万 | 0.15% | 2,805 | -100 | -3.4% | -$9,398 | 减仓 |
| SO | SOUTHERN CO | $26.69万 | 0.15% | 2,765 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $39.02万 | 0.22% | 265 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $39.78万 | 0.23% | 1,641 | 0 | 0.0% | — | 不变 |
| NDAQ | NASDAQ INC | $41.56万 | 0.24% | 4,896 | 0 | 0.0% | — | 不变 |
| L | LOEWS CORP | $45.32万 | 0.26% | 4,246 | -410 | -8.8% | -$4.38万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $46.88万 | 0.27% | 8,325 | 8,325 | — | $46.88万 | 新建仓 |
| — | TOWNSQUARE MEDIA INC | $47.12万 | 0.27% | 86,773 | 49,954 | 135.7% | $27.12万 | 加仓 |
| ABNB | AIRBNB INC | $51.45万 | 0.29% | 4,074 | 4,074 | — | $51.45万 | 新建仓 |
| CFR | CULLEN FROST BANKERS INC | $53.35万 | 0.30% | 3,892 | 3,892 | — | $53.35万 | 新建仓 |
| GOOG | ALPHABET INC | $56.05万 | 0.32% | 1,954 | -46 | -2.3% | -$1.32万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $60.95万 | 0.35% | 12,141 | 2,400 | 24.6% | $12.05万 | 加仓 |
| GXO | GXO LOGISTICS INCORPORATED | $61.44万 | 0.35% | 11,849 | 7,823 | 194.3% | $40.56万 | 加仓 |
| GLW | CORNING INC | $70.64万 | 0.40% | 5,195 | -2,802 | -35.0% | -$38.10万 | 减仓 |
| KNF | KNIFE RIVER CORP | $72.33万 | 0.41% | 8,858 | 8,858 | — | $72.33万 | 新建仓 |
| FWONA | LIBERTY MEDIA CORP DEL | $72.88万 | 0.41% | 9,334 | 1,071 | 13.0% | $8.36万 | 加仓 |
| EBAY | EBAY INC. | $73.31万 | 0.42% | 8,054 | 1 | 0.0% | $91 | 加仓 |
| INTC | INTEL CORP | $76.08万 | 0.43% | 17,240 | -929 | -5.1% | -$4.10万 | 减仓 |
| AAPL | APPLE INC | $77.94万 | 0.44% | 3,071 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $80.87万 | 0.46% | 11,361 | 5,896 | 107.9% | $41.97万 | 加仓 |
| MGM | MGM RESORTS INTERNATIONAL | $80.88万 | 0.46% | 21,854 | 1,515 | 7.4% | $5.61万 | 加仓 |
| MTCH | MATCH GROUP INC NEW | $87.04万 | 0.50% | 28,343 | -4,193 | -12.9% | -$12.88万 | 减仓 |
| TRIP | TRIPADVISOR INC | $90.38万 | 0.51% | 84,781 | 22,436 | 36.0% | $23.92万 | 加仓 |
| NWSA | NEWS CORP NEW | $90.89万 | 0.52% | 36,458 | 21,047 | 136.6% | $52.47万 | 加仓 |
| LH | LABCORP HOLDINGS INC | $91.04万 | 0.52% | 3,412 | -286 | -7.7% | -$7.63万 | 减仓 |
| TGT | TARGET CORP | $92.45万 | 0.53% | 7,628 | -146 | -1.9% | -$1.77万 | 减仓 |
| QSR | RESTAURANT BRANDS INTL INC | $97.35万 | 0.55% | 13,173 | 13,173 | — | $97.35万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $100.27万 | 0.57% | 16,532 | -37 | -0.2% | -$2,244 | 减仓 |
| GOLF | ACUSHNET HLDGS CORP | $101.68万 | 0.58% | 10,877 | -620 | -5.4% | -$5.80万 | 减仓 |
| COO | COOPER COS INC | $112.38万 | 0.64% | 15,718 | 7,661 | 95.1% | $54.78万 | 加仓 |
| PPLI | IAC INC | $112.78万 | 0.64% | 28,175 | 15,194 | 117.0% | $60.82万 | 加仓 |
| CVS | CVS HEALTH CORP | $113.18万 | 0.64% | 15,758 | -1,403 | -8.2% | -$10.08万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $114.60万 | 0.65% | 7,053 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $114.64万 | 0.65% | 3,340 | 2,085 | 166.1% | $71.56万 | 加仓 |
| KVUE | KENVUE INC | $123.47万 | 0.70% | 71,620 | -3,721 | -4.9% | -$6.42万 | 减仓 |
| WM | WASTE MGMT INC DEL | $126.11万 | 0.72% | 5,488 | -423 | -7.2% | -$9.72万 | 减仓 |
| HHH | HOWARD HUGHES HOLDINGS INC | $127.12万 | 0.72% | 20,095 | 9,616 | 91.8% | $60.83万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $128.59万 | 0.73% | 4,251 | -7 | -0.2% | -$2,117 | 减仓 |
| CB | CHUBB LTD SWITZ | $132.72万 | 0.76% | 4,072 | 1,824 | 81.1% | $59.45万 | 加仓 |
| MRK | MERCK & CO INC | $132.78万 | 0.76% | 11,038 | 4,949 | 81.3% | $59.53万 | 加仓 |
| SYY | SYSCO CORP | $139.49万 | 0.79% | 19,556 | -493 | -2.5% | -$3.52万 | 减仓 |
| CRM | SALESFORCE INC | $143.62万 | 0.82% | 7,694 | 7,694 | — | $143.62万 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC | $146.70万 | 0.83% | 14,912 | -66 | -0.4% | -$6,493 | 减仓 |
| KO | COCA COLA CO | $149.17万 | 0.85% | 19,614 | -616 | -3.0% | -$4.68万 | 减仓 |
| GPN | GLOBAL PMTS INC | $158.60万 | 0.90% | 23,566 | 11,590 | 96.8% | $78.00万 | 加仓 |
| MCD | MCDONALDS CORP | $158.75万 | 0.90% | 5,108 | -167 | -3.2% | -$5.19万 | 减仓 |
| C | CITIGROUP INC | $167.07万 | 0.95% | 14,731 | -1,075 | -6.8% | -$12.19万 | 减仓 |
| SSNC | SS&C TECH HLDGS | $175.57万 | 1.00% | 25,983 | 7,137 | 37.9% | $48.23万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $204.81万 | 1.17% | 4,274 | 2,431 | 131.9% | $116.49万 | 加仓 |
| CALY | CALLAWAY GOLF CO | $209.84万 | 1.19% | 151,183 | 42,738 | 39.4% | $59.32万 | 加仓 |
| MKL | MARKEL GROUP INC | $220.88万 | 1.26% | 1,154 | 442 | 62.1% | $84.60万 | 加仓 |
| MWA | MUELLER WTR PRODS INC | $226.12万 | 1.29% | 82,256 | 23,722 | 40.5% | $65.21万 | 加仓 |
| SMG | SCOTTS MIRACLE-GRO CO | $244.39万 | 1.39% | 40,189 | 11,414 | 39.7% | $69.41万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $258.01万 | 1.47% | 44,762 | -100 | -0.2% | -$5,764 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $265.98万 | 1.51% | 8,132 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $278.59万 | 1.59% | 99,212 | 8,266 | 9.1% | $23.21万 | 加仓 |
| DIS | DISNEY WALT CO | $285.07万 | 1.62% | 29,577 | -323 | -1.1% | -$3.11万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $294.46万 | 1.68% | 102,562 | 19,062 | 22.8% | $54.73万 | 加仓 |
| BATRK | ATLANTA BRAVES HLDGS INC | $333.49万 | 1.90% | 78,101 | 27,681 | 54.9% | $118.20万 | 加仓 |
| MDT | MEDTRONIC PLC | $388.57万 | 2.21% | 44,844 | 38,649 | 623.9% | $334.89万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $398.58万 | 2.27% | 16,306 | -100 | -0.6% | -$2.44万 | 减仓 |
| MSGE | MADISON SQUARE GARDEN ENTMT | $402.57万 | 2.29% | 68,337 | 18,638 | 37.5% | $109.80万 | 加仓 |
| SPHR | SPHERE ENTERTAINMENT CO | $435.71万 | 2.48% | 37,113 | 3,016 | 8.8% | $35.41万 | 加仓 |
| GOOGL | ALPHABET INC | $457.40万 | 2.60% | 15,906 | 4,600 | 40.7% | $132.28万 | 加仓 |
| CSCO | CISCO SYS INC | $489.28万 | 2.78% | 63,060 | 9,445 | 17.6% | $73.28万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $564.19万 | 3.21% | 47,559 | -873 | -1.8% | -$10.36万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $773.47万 | 4.40% | 107,531 | 19,269 | 21.8% | $138.60万 | 加仓 |
| BAC | BANK AMERICA CORP | $786.22万 | 4.47% | 161,277 | 18,711 | 13.1% | $91.22万 | 加仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $806.78万 | 4.59% | 25,102 | 4,184 | 20.0% | $134.47万 | 加仓 |
| HD | HOME DEPOT INC | $838.88万 | 4.77% | 25,506 | 934 | 3.8% | $30.72万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $875.75万 | 4.98% | 19,706 | 638 | 3.3% | $28.35万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,380.89万 | 7.86% | 46,944 | 284 | 0.6% | $8.35万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,533.82万 | 8.73% | 41,435 | 677 | 1.7% | $25.06万 | 加仓 |