BOYAR ASSET MANAGEMENT INC.
NEW YORK NY · SEC CIK 0001218254
$1.74亿2026Q2 申报市值
77持仓数
52.6%前十大占比 · 第一大 9.2%
2 / 4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
COO 加仓+$112.51万
MSFT 加仓+$54.65万
MGM 加仓+$50.56万
BNY 加仓+$45.78万
CRM 加仓+$42.33万
2026Q2 卖出最多 按季末市值估算
MDT 减仓-$289.94万
GOOGL 减仓-$180.37万
SPHR 减仓-$143.96万
CSCO 减仓-$136.34万
BRK/B 减仓-$126.10万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | $1,600.26万 | 9.18% | 42,900 | 1,465 | 3.5% | $54.65万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,560.86万 | 8.95% | 47,685 | 741 | 1.6% | $24.25万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $913.54万 | 5.24% | 19,913 | 207 | 1.1% | $9.50万 | 加仓 |
| HD | HOME DEPOT INC | $901.38万 | 5.17% | 25,558 | 52 | 0.2% | $1.83万 | 加仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $893.54万 | 5.12% | 22,236 | -2,866 | -11.4% | -$115.17万 | 减仓 |
| BAC | BANK OF AMER CORP | $802.95万 | 4.60% | 140,918 | -20,359 | -12.6% | -$116.01万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $733.54万 | 4.21% | 50,725 | 3,166 | 6.7% | $45.78万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $660.32万 | 3.79% | 91,508 | -16,023 | -14.9% | -$115.62万 | 减仓 |
| CSCO | CISCO SYS INC | $604.37万 | 3.47% | 51,453 | -11,607 | -18.4% | -$136.34万 | 减仓 |
| SPHR | SPHERE ENTERTAINMENT CO | $498.21万 | 2.86% | 28,793 | -8,320 | -22.4% | -$143.96万 | 减仓 |
| MSGE | MADISON SQUARE GARDEN ENTMT | $444.23万 | 2.55% | 54,918 | -13,419 | -19.6% | -$108.55万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $413.92万 | 2.37% | 16,298 | -8 | -0.0% | -$2,032 | 减仓 |
| GOOGL | ALPHABET INC | $388.08万 | 2.23% | 10,859 | -5,047 | -31.7% | -$180.37万 | 减仓 |
| DIS | DISNEY WALT CO | $310.02万 | 1.78% | 32,210 | 2,633 | 8.9% | $25.34万 | 加仓 |
| BATRK | ATLANTA BRAVES HLDGS INC | $307.42万 | 1.76% | 59,233 | -18,868 | -24.2% | -$97.92万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $268.30万 | 1.54% | 46,386 | 1,624 | 3.6% | $9.39万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $262.25万 | 1.50% | 7,077 | -1,055 | -13.0% | -$39.09万 | 减仓 |
| SMG | SCOTTS MIRACLE-GRO CO | $251.79万 | 1.44% | 36,968 | -3,221 | -8.0% | -$21.94万 | 减仓 |
| INTC | INTEL CORP | $249.93万 | 1.43% | 17,900 | 660 | 3.8% | $9.22万 | 加仓 |
| COO | COOPER COS INC | $225.22万 | 1.29% | 31,407 | 15,689 | 99.8% | $112.51万 | 加仓 |
| PFE | PFIZER INC | $222.49万 | 1.28% | 92,395 | -6,817 | -6.9% | -$16.42万 | 减仓 |
| MKL | MARKEL GROUP INC | $214.05万 | 1.23% | 1,096 | -58 | -5.0% | -$11.33万 | 减仓 |
| C | CITIGROUP INC | $209.90万 | 1.20% | 14,997 | 266 | 1.8% | $3.72万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $206.12万 | 1.18% | 83,958 | -18,604 | -18.1% | -$45.67万 | 减仓 |
| CALY | CALLAWAY GOLF CO | $202.63万 | 1.16% | 107,837 | -43,346 | -28.7% | -$81.45万 | 减仓 |
| MWA | MUELLER WTR PRODS INC | $171.15万 | 0.98% | 66,262 | -15,994 | -19.4% | -$41.31万 | 减仓 |
| KO | COCA COLA CO | $169.96万 | 0.97% | 20,913 | 1,299 | 6.6% | $10.56万 | 加仓 |
| CVS | CVS HEALTH CORP | $166.06万 | 0.95% | 16,052 | 294 | 1.9% | $3.04万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $164.16万 | 0.94% | 4,853 | 602 | 14.2% | $20.36万 | 加仓 |
| CRM | SALESFORCE INC | $162.87万 | 0.93% | 10,396 | 2,702 | 35.1% | $42.33万 | 加仓 |
| MGM | MGM RESORTS INTERNATIONAL | $155.04万 | 0.89% | 32,429 | 10,575 | 48.4% | $50.56万 | 加仓 |
| SYY | SYSCO CORP | $152.37万 | 0.87% | 18,230 | -1,326 | -6.8% | -$11.08万 | 减仓 |
| MCD | MCDONALDS CORP | $137.67万 | 0.79% | 5,093 | -15 | -0.3% | -$4,055 | 减仓 |
| KVUE | KENVUE INC | $132.20万 | 0.76% | 69,178 | -2,442 | -3.4% | -$4.67万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $124.85万 | 0.72% | 11,614 | -3,298 | -22.1% | -$35.45万 | 减仓 |
| GLW | CORNING INC | $120.61万 | 0.69% | 4,722 | -473 | -9.1% | -$12.08万 | 减仓 |
| WM | WASTE MGMT INC DEL | $118.31万 | 0.68% | 5,308 | -180 | -3.3% | -$4.01万 | 减仓 |
| SSNC | SS&C TECH HLDGS | $110.46万 | 0.63% | 17,802 | -8,181 | -31.5% | -$50.76万 | 减仓 |
| LH | LABCORP HOLDINGS INC | $107.91万 | 0.62% | 3,854 | 442 | 13.0% | $12.38万 | 加仓 |
| TRIP | TRIPADVISOR INC | $105.82万 | 0.61% | 77,184 | -7,597 | -9.0% | -$10.42万 | 减仓 |
| FWONA | LIBERTY MEDIA CORP DEL | $105.77万 | 0.61% | 12,082 | 2,748 | 29.4% | $24.06万 | 加仓 |
| GPN | GLOBAL PMTS INC | $101.45万 | 0.58% | 13,982 | -9,584 | -40.7% | -$69.54万 | 减仓 |
| GOLF | ACUSHNET HLDGS CORP | $96.89万 | 0.56% | 8,174 | -2,703 | -24.9% | -$32.04万 | 减仓 |
| TGT | TARGET CORP | $94.98万 | 0.54% | 7,272 | -356 | -4.7% | -$4.65万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $93.85万 | 0.54% | 6,853 | -200 | -2.8% | -$2.74万 | 减仓 |
| HHH | HOWARD HUGHES HOLDINGS INC | $89.06万 | 0.51% | 12,457 | -7,638 | -38.0% | -$54.60万 | 减仓 |
| AAPL | APPLE INC | $88.28万 | 0.51% | 3,051 | -20 | -0.7% | -$5,787 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $87.77万 | 0.50% | 1,754 | -2,520 | -59.0% | -$126.10万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $82.69万 | 0.47% | 14,351 | -2,181 | -13.2% | -$12.57万 | 减仓 |
| MRK | MERCK & CO INC | $82.32万 | 0.47% | 6,406 | -4,632 | -42.0% | -$59.52万 | 减仓 |
| PPLI | PEOPLE INC | $81.31万 | 0.47% | 17,614 | -10,561 | -37.5% | -$48.75万 | 减仓 |
| CB | CHUBB LIMITED | $72.65万 | 0.42% | 2,132 | -1,940 | -47.6% | -$66.10万 | 减仓 |
| GOOG | ALPHABET INC | $69.04万 | 0.40% | 1,954 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $60.88万 | 0.35% | 7,782 | -37,062 | -82.6% | -$289.94万 | 减仓 |
| NWSA | NEWS CORP NEW | $60.68万 | 0.35% | 24,437 | -12,021 | -33.0% | -$29.85万 | 减仓 |
| KLAC | KLA CORP | $60.34万 | 0.35% | 2,000 | -650 | -24.5% | -$19.61万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $60.33万 | 0.35% | 2,145 | 504 | 30.7% | $14.18万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $55.10万 | 0.32% | 13,013 | 872 | 7.2% | $3.69万 | 加仓 |
| CFR | CULLEN FROST BANKERS INC | $46.31万 | 0.27% | 2,997 | -895 | -23.0% | -$13.83万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $40.56万 | 0.23% | 1,145 | -2,195 | -65.7% | -$77.76万 | 减仓 |
| — | TOWNSQUARE MEDIA INC | $39.51万 | 0.23% | 55,877 | -30,896 | -35.6% | -$21.84万 | 减仓 |
| MTCH | MATCH GROUP INC NEW | $39.34万 | 0.23% | 10,338 | -18,005 | -63.5% | -$68.51万 | 减仓 |
| NDAQ | NASDAQ INC | $38.59万 | 0.22% | 4,896 | 0 | 0.0% | — | 不变 |
| GABC | GERMAN AMERN BANCORP INC | $36.26万 | 0.21% | 7,640 | 7,640 | — | $36.26万 | 新建仓 |
| KNF | KNIFE RIVER CORP | $34.39万 | 0.20% | 4,111 | -4,747 | -53.6% | -$39.71万 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $30.53万 | 0.18% | 4,770 | -6,591 | -58.0% | -$42.19万 | 减仓 |
| GXO | GXO LOGISTICS INCORPORATED | $29.39万 | 0.17% | 5,796 | -6,053 | -51.1% | -$30.69万 | 减仓 |
| FRPH | FRP HLDGS INC | $27.31万 | 0.16% | 10,928 | 10,928 | — | $27.31万 | 新建仓 |
| SO | SOUTHERN CO | $26.46万 | 0.15% | 2,765 | 0 | 0.0% | — | 不变 |
| AIG | AMERICAN INTL GROUP INC | $25.69万 | 0.15% | 3,447 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $24.68万 | 0.14% | 2,675 | -130 | -4.6% | -$1.20万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $23.60万 | 0.14% | 2,150 | 0 | 0.0% | — | 不变 |
| QSR | RESTAURANT BRANDS INTL INC | $21.25万 | 0.12% | 2,930 | -10,243 | -77.8% | -$74.27万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $20.96万 | 0.12% | 2,992 | -1,658 | -35.7% | -$11.62万 | 重新持有 |
| ABNB | AIRBNB INC | $20.56万 | 0.12% | 1,437 | -2,637 | -64.7% | -$37.74万 | 减仓 |
| WEN | WENDYS CO | $20.34万 | 0.12% | 24,534 | -1,208 | -4.7% | -$1.00万 | 减仓 |
| CNDT | CONDUENT INC | $3.84万 | 0.02% | 26,290 | 809 | 3.2% | $1,181 | 加仓 |
| EBAY | EBAY INC. | $0 | 0.00% | 0 | -8,054 | -100.0% | -$73.31万 | 清仓 |
| CARR | CARRIER GLOBAL CORPORATION | $0 | 0.00% | 0 | -8,325 | -100.0% | -$46.88万 | 清仓 |
| L | LOEWS CORP | $0 | 0.00% | 0 | -4,246 | -100.0% | -$45.32万 | 清仓 |
| WSO | WATSCO INC | $0 | 0.00% | 0 | -583 | -100.0% | -$21.21万 | 清仓 |