DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC
BLOOMFIELD HILLS MI · SEC CIK 0001278678
$20.86亿2026Q1 申报市值
173持仓数
21.6%前十大占比 · 第一大 2.4%
11 / 14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
LH 新建仓+$2,595.40万
FHN 新建仓+$2,515.00万
SJM 新建仓+$1,844.80万
TTWO 新建仓+$1,816.70万
AUB 加仓+$1,777.38万
2026Q1 卖出最多 按季末市值估算
Webster Financia 清仓-$3,137.60万
Electronic Arts 清仓-$3,016.90万
ALL 减仓-$2,025.44万
ZBH 清仓-$1,854.70万
LRCX 减仓-$1,599.14万
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 |
|---|---|---|---|---|---|---|---|---|
| JBTM | JBT Marel Corp | $4,916.30万 | 2.36% | 384,477 | 63,241 | 19.7% | $808.66万 | 加仓 |
| TER | Teradyne Inc | $4,893.80万 | 2.35% | 165,073 | -21,746 | -11.6% | -$644.69万 | 减仓 |
| JPM | JPMorgan Chase & Co | $4,737.70万 | 2.27% | 161,057 | -1,314 | -0.8% | -$38.65万 | 减仓 |
| — | Exxon Mobil Corp | $4,559.10万 | 2.19% | 268,720 | -6,243 | -2.3% | -$105.92万 | 减仓 |
| RS | Reliance Inc | $4,471.70万 | 2.14% | 147,135 | -860 | -0.6% | -$26.14万 | 减仓 |
| HCA | HCA Healthcare Inc | $4,439.30万 | 2.13% | 93,807 | -17,467 | -15.7% | -$826.60万 | 减仓 |
| DELL | Dell Technologies Inc | $4,418.30万 | 2.12% | 269,198 | -1,721 | -0.6% | -$28.25万 | 减仓 |
| DTM | DT Midstream Inc | $4,362.30万 | 2.09% | 323,922 | -5,946 | -1.8% | -$80.08万 | 减仓 |
| STX | Seagate Technology Holdings PL | $4,179.90万 | 2.00% | 106,694 | -28,255 | -20.9% | -$1,106.93万 | 减仓 |
| DAL | Delta Air Lines Inc | $4,018.00万 | 1.93% | 604,391 | 77,606 | 14.7% | $515.93万 | 加仓 |
| CACI | CACI International Inc | $4,016.70万 | 1.93% | 73,854 | -1,277 | -1.7% | -$69.45万 | 减仓 |
| CVX | Chevron Corp New | $3,984.30万 | 1.91% | 192,569 | -2,051 | -1.1% | -$42.44万 | 减仓 |
| CB | Chubb Ltd | $3,827.40万 | 1.83% | 117,429 | -815 | -0.7% | -$26.56万 | 减仓 |
| LRCX | Lam Research Corp | $3,799.50万 | 1.82% | 177,832 | -74,846 | -29.6% | -$1,599.14万 | 减仓 |
| MS | Morgan Stanley | $3,792.80万 | 1.82% | 230,468 | -72,180 | -23.8% | -$1,187.86万 | 减仓 |
| RJF | Raymond James Financial Inc | $3,738.60万 | 1.79% | 258,209 | -204 | -0.1% | -$2.95万 | 减仓 |
| GOOG | Alphabet Inc | $3,531.30万 | 1.69% | 123,101 | -3,765 | -3.0% | -$108.00万 | 减仓 |
| BLBD | Blue Bird Corp | $3,522.90万 | 1.69% | 620,344 | -6,401 | -1.0% | -$36.35万 | 减仓 |
| IDA | IDACORP Inc | $3,465.50万 | 1.66% | 242,392 | 80,533 | 49.8% | $1,151.39万 | 加仓 |
| BDX | Becton Dickinson & Co | $3,446.00万 | 1.65% | 219,170 | 65,997 | 43.1% | $1,037.67万 | 加仓 |
| AZO | AutoZone Inc | $3,430.80万 | 1.64% | 10,157 | -26 | -0.3% | -$8.78万 | 减仓 |
| — | Honeywell Intl Inc | $3,305.80万 | 1.58% | 146,253 | 35,356 | 31.9% | $799.16万 | 加仓 |
| SOLS | Solstice Advanced Materials | $3,276.20万 | 1.57% | 430,176 | -1,826 | -0.4% | -$13.91万 | 减仓 |
| MDU | MDU Resources Group | $3,219.30万 | 1.54% | 1,553,740 | -2,112 | -0.1% | -$4.38万 | 减仓 |
| RTX | RTX Corp | $3,182.20万 | 1.53% | 164,965 | -2,526 | -1.5% | -$48.73万 | 减仓 |
| CSL | Carlisle Cos | $3,172.70万 | 1.52% | 95,098 | -183 | -0.2% | -$6.11万 | 减仓 |
| TFC | Truist Financial Corp | $3,116.60万 | 1.49% | 677,954 | -3,100 | -0.5% | -$14.25万 | 减仓 |
| AMZN | Amazon.com Inc | $3,092.30万 | 1.48% | 148,477 | 35,162 | 31.0% | $732.31万 | 加仓 |
| PNR | Pentair PLC | $3,070.60万 | 1.47% | 352,494 | -190 | -0.1% | -$1.66万 | 减仓 |
| ANF | Abercrombie and Fitch Co | $2,913.10万 | 1.40% | 318,824 | -494 | -0.2% | -$4.51万 | 减仓 |
| PNW | Pinnacle West Cap Corp | $2,791.00万 | 1.34% | 277,025 | -921 | -0.3% | -$9.28万 | 减仓 |
| PEP | PepsiCo Inc | $2,789.00万 | 1.34% | 179,598 | -827 | -0.5% | -$12.84万 | 减仓 |
| WM | Waste Mgmt Inc Del | $2,770.80万 | 1.33% | 120,579 | 229 | 0.2% | $5.26万 | 加仓 |
| PNC | PNC Financial Services | $2,767.90万 | 1.33% | 133,013 | -1,343 | -1.0% | -$27.95万 | 减仓 |
| CVS | CVS Health Corp | $2,740.90万 | 1.31% | 381,630 | -184 | -0.0% | -$1.32万 | 减仓 |
| TOL | Toll Brothers Inc | $2,718.90万 | 1.30% | 199,230 | -1,310 | -0.7% | -$17.88万 | 减仓 |
| SONO | Sonos Inc | $2,619.10万 | 1.26% | 1,954,566 | -23,170 | -1.2% | -$31.05万 | 减仓 |
| HWM | Howmet Aerospace Inc | $2,613.50万 | 1.25% | 113,405 | -20,661 | -15.4% | -$476.15万 | 减仓 |
| LH | Labcorp Holdings Inc | $2,595.40万 | 1.24% | 97,275 | 97,275 | — | $2,595.40万 | 新建仓 |
| LHX | L3 Harris Technologies | $2,521.20万 | 1.21% | 73,045 | -757 | -1.0% | -$26.13万 | 减仓 |
| FHN | First Horizon Corp | $2,515.00万 | 1.21% | 1,104,988 | 1,104,988 | — | $2,515.00万 | 新建仓 |
| BC | Brunswick Corp | $2,513.60万 | 1.21% | 345,461 | -1,768 | -0.5% | -$12.86万 | 减仓 |
| MAS | Masco Corp | $2,458.20万 | 1.18% | 407,197 | -272 | -0.1% | -$1.64万 | 减仓 |
| WTW | Willis Towers Watson PLC LTD | $2,437.60万 | 1.17% | 83,852 | -294 | -0.3% | -$8.55万 | 减仓 |
| T | AT&T Inc | $2,316.70万 | 1.11% | 799,125 | 25,107 | 3.2% | $72.79万 | 加仓 |
| A | Agilent Technologies Inc | $2,244.00万 | 1.08% | 196,880 | 63,458 | 47.6% | $723.28万 | 加仓 |
| OI | O-I Glass Inc | $2,219.10万 | 1.06% | 2,111,387 | 84,862 | 4.2% | $89.19万 | 加仓 |
| AUB | Atlantic Union Bankshares Corp | $2,201.70万 | 1.06% | 616,040 | 497,315 | 418.9% | $1,777.38万 | 加仓 |
| MU | Micron Technology Inc | $2,062.40万 | 0.99% | 61,046 | -29,962 | -32.9% | -$1,012.25万 | 减仓 |
| RHP | Ryman Hospitality Pptys Inc | $2,054.40万 | 0.98% | 222,649 | -1,192 | -0.5% | -$11.00万 | 减仓 |
| COF | Capital One Financial | $2,024.20万 | 0.97% | 110,959 | -39,507 | -26.3% | -$720.72万 | 减仓 |
| FISV | Fiserv Inc | $2,010.10万 | 0.96% | 360,227 | 184,595 | 105.1% | $1,030.06万 | 加仓 |
| LKQ | LKQ Corp | $1,980.10万 | 0.95% | 674,177 | -5,500 | -0.8% | -$16.15万 | 减仓 |
| CI | The Cigna Group | $1,977.90万 | 0.95% | 74,148 | -14 | -0.0% | -$3,735 | 减仓 |
| SJM | Smucker J M Co | $1,844.80万 | 0.88% | 191,295 | 191,295 | — | $1,844.80万 | 新建仓 |
| TTWO | Take-Two Interactive Software | $1,816.70万 | 0.87% | 91,987 | 91,987 | — | $1,816.70万 | 新建仓 |
| MSFT | Microsoft Corp | $1,813.00万 | 0.87% | 48,978 | -261 | -0.5% | -$9.66万 | 减仓 |
| PGR | Progressive Corp | $1,781.80万 | 0.85% | 89,882 | -465 | -0.5% | -$9.22万 | 减仓 |
| VSH | Vishay Intertechnology Inc | $1,755.90万 | 0.84% | 975,493 | -4,658 | -0.5% | -$8.38万 | 减仓 |
| AAPL | Apple Inc | $1,749.50万 | 0.84% | 68,936 | -1,786 | -2.5% | -$45.33万 | 减仓 |
| PRKS | United Parks & Resorts | $1,701.00万 | 0.82% | 520,835 | -4,889 | -0.9% | -$15.97万 | 减仓 |
| MPLX | MPLX LP | $1,298.20万 | 0.62% | 227,482 | 0 | 0.0% | — | 不变 |
| VONG | Vanguard Scottsdale Fds | $1,258.60万 | 0.60% | 114,740 | -36,080 | -23.9% | -$395.77万 | 减仓 |
| EPD | Enterprise Products Partners L | $1,120.60万 | 0.54% | 296,144 | 0 | 0.0% | — | 不变 |
| SPY | State Str SPDR S&P 500 ETF T | $747.20万 | 0.36% | 11,489 | 186 | 1.6% | $12.10万 | 加仓 |
| FIX | Comfort Systems USA | $737.90万 | 0.35% | 5,351 | -1,064 | -16.6% | -$146.73万 | 减仓 |
| VTI | Vanguard Index Fds | $682.80万 | 0.33% | 21,284 | -6,330 | -22.9% | -$203.07万 | 减仓 |
| UHS | Universal Hlth Svcs Inc | $616.10万 | 0.30% | 34,425 | 150 | 0.4% | $2.68万 | 加仓 |
| AGCO | AGCO Corp | $591.20万 | 0.28% | 51,026 | 380 | 0.8% | $4.40万 | 加仓 |
| VNOM | Viper Energy Inc | $573.40万 | 0.27% | 122,020 | -11,250 | -8.4% | -$52.87万 | 减仓 |
| RYAM | Rayonier Advanced Matls Inc | $547.80万 | 0.26% | 494,825 | 494,825 | — | $547.80万 | 新建仓 |
| CCK | Crown Holdings Inc | $546.40万 | 0.26% | 54,505 | 10,400 | 23.6% | $104.26万 | 加仓 |
| MKSI | MKS Instruments Inc | $543.00万 | 0.26% | 23,630 | 75 | 0.3% | $1.72万 | 加仓 |
| GOOGL | Alphabet Inc | $519.80万 | 0.25% | 18,077 | 506 | 2.9% | $14.55万 | 加仓 |
| OUT | OUTFRONT Media Inc | $515.10万 | 0.25% | 194,390 | -6,106 | -3.0% | -$16.18万 | 减仓 |
| WAT | Waters Corp | $485.80万 | 0.23% | 16,312 | 2,960 | 22.2% | $88.15万 | 加仓 |
| EVR | Evercore Inc | $480.30万 | 0.23% | 16,090 | -8,105 | -33.5% | -$241.94万 | 减仓 |
| ALK | Alaska Air Group Inc | $453.00万 | 0.22% | 123,160 | 23,690 | 23.8% | $87.14万 | 加仓 |
| TCBX | Third Coast Bancshares Inc | $452.90万 | 0.22% | 119,710 | 31,340 | 35.5% | $118.57万 | 加仓 |
| WEX | WEX Inc | $449.60万 | 0.22% | 29,375 | 7,418 | 33.8% | $113.54万 | 加仓 |
| IGIC | Intl Gnrl Insurance Hldngs L | $448.40万 | 0.21% | 185,110 | 950 | 0.5% | $2.30万 | 加仓 |
| — | Fifth Third Banc | $442.50万 | 0.21% | 169,815 | 169,815 | — | $442.50万 | 新建仓 |
| PSTL | Postal Realty Trust Inc | $437.80万 | 0.21% | 235,895 | 950 | 0.4% | $1.76万 | 加仓 |
| — | Regions Financial Corp New | $429.80万 | 0.21% | 172,609 | 20,259 | 13.3% | $50.45万 | 加仓 |
| VCSH | Vanguard Scottsdale Fds | $426.80万 | 0.20% | 53,835 | 3,725 | 7.4% | $29.53万 | 加仓 |
| PRSU | Pursuit Attractions and Hospit | $404.00万 | 0.19% | 110,290 | 500 | 0.5% | $1.83万 | 加仓 |
| IUSV | iShares Tr | $401.60万 | 0.19% | 39,278 | 2,370 | 6.4% | $24.23万 | 加仓 |
| NWE | Northwestern Energy Group | $400.20万 | 0.19% | 60,695 | 300 | 0.5% | $1.98万 | 加仓 |
| DMC | Fresh Del Monte Produce | $400.20万 | 0.19% | 99,415 | 350 | 0.4% | $1.41万 | 加仓 |
| STE | Steris PLC | $372.50万 | 0.18% | 16,845 | 50 | 0.3% | $1.11万 | 加仓 |
| ENOV | Enovis Corporation | $366.10万 | 0.18% | 160,910 | 50,950 | 46.3% | $115.92万 | 加仓 |
| JKHY | Henry Jack & Assoc Inc | $352.90万 | 0.17% | 22,332 | 50 | 0.2% | $7,901 | 加仓 |
| CSV | Carriage Services Inc | $351.10万 | 0.17% | 76,905 | 400 | 0.5% | $1.83万 | 加仓 |
| — | Wells Fargo Co New | $335.90万 | 0.16% | 2,908 | 0 | 0.0% | — | 不变 |
| CLH | Clean Harbors Inc | $313.30万 | 0.15% | 10,925 | 50 | 0.5% | $1.43万 | 加仓 |
| DINO | HF Sinclair Corporation | $285.60万 | 0.14% | 45,779 | -24,241 | -34.6% | -$151.23万 | 减仓 |
| GLPI | Gaming and Leisure Properties | $281.40万 | 0.13% | 63,420 | -250 | -0.4% | -$1.11万 | 减仓 |
| CRC | California Resources Corp | $278.70万 | 0.13% | 40,270 | 200 | 0.5% | $1.38万 | 加仓 |
| — | Public Storage | $273.00万 | 0.13% | 155,824 | 22,444 | 16.8% | $39.32万 | 加仓 |
| TXO | TXO Partners LP | $259.80万 | 0.12% | 206,500 | 40,500 | 24.4% | $50.95万 | 加仓 |