DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC
BLOOMFIELD HILLS MI · SEC CIK 0001278678
$23.96亿2026Q2 申报市值
174持仓数
23.1%前十大占比 · 第一大 2.8%
10 / 9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
RKT 新建仓+$2,885.30万
HONA 新建仓+$2,225.70万
CRM 新建仓+$1,953.90万
AMZN 加仓+$1,559.42万
SJM 加仓+$1,458.66万
2026Q2 卖出最多 按季末市值估算
STX 减仓-$6,556.19万
DELL 减仓-$4,793.37万
TER 减仓-$2,467.94万
OI 清仓-$2,219.10万
LHX 减仓-$2,103.10万
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 |
|---|---|---|---|---|---|---|---|---|
| DELL | Dell Technologies Inc | $6,821.40万 | 2.85% | 158,101 | -111,097 | -41.3% | -$4,793.37万 | 减仓 |
| MU | Micron Technology Inc | $6,744.30万 | 2.82% | 58,428 | -2,618 | -4.3% | -$302.19万 | 减仓 |
| LRCX | Lam Research Corp | $5,616.70万 | 2.34% | 129,617 | -48,215 | -27.1% | -$2,089.30万 | 减仓 |
| TER | Teradyne Inc | $5,519.00万 | 2.30% | 114,066 | -51,007 | -30.9% | -$2,467.94万 | 减仓 |
| JBTM | JBT Marel Corp | $5,469.50万 | 2.28% | 377,205 | -7,272 | -1.9% | -$105.44万 | 减仓 |
| RS | Reliance Inc | $5,425.50万 | 2.26% | 145,222 | -1,913 | -1.3% | -$71.47万 | 减仓 |
| JPM | JPMorgan Chase & Co | $5,206.30万 | 2.17% | 159,053 | -2,004 | -1.2% | -$65.60万 | 减仓 |
| AMZN | Amazon.com Inc | $5,098.20万 | 2.13% | 213,906 | 65,429 | 44.1% | $1,559.42万 | 加仓 |
| BLBD | Blue Bird Corp | $4,773.90万 | 1.99% | 604,597 | -15,747 | -2.5% | -$124.34万 | 减仓 |
| MS | Morgan Stanley | $4,673.10万 | 1.95% | 223,549 | -6,919 | -3.0% | -$144.64万 | 减仓 |
| DTM | DT Midstream Inc | $4,667.40万 | 1.95% | 318,072 | -5,850 | -1.8% | -$85.84万 | 减仓 |
| GOOG | Alphabet Inc | $4,130.20万 | 1.72% | 116,894 | -6,207 | -5.0% | -$219.31万 | 减仓 |
| DAL | Delta Air Lines Inc | $4,050.10万 | 1.69% | 432,424 | -171,967 | -28.5% | -$1,610.65万 | 减仓 |
| AZO | AutoZone Inc | $3,958.20万 | 1.65% | 12,385 | 2,228 | 21.9% | $712.06万 | 加仓 |
| CB | Chubb Ltd | $3,931.70万 | 1.64% | 115,386 | -2,043 | -1.7% | -$69.61万 | 减仓 |
| RJF | Raymond James Financial Inc | $3,866.90万 | 1.61% | 254,351 | -3,858 | -1.5% | -$58.65万 | 减仓 |
| CVS | CVS Health Corp | $3,848.50万 | 1.61% | 372,011 | -9,619 | -2.5% | -$99.51万 | 减仓 |
| STX | Seagate Technology Holdings PL | $3,739.60万 | 1.56% | 38,753 | -67,941 | -63.7% | -$6,556.19万 | 减仓 |
| SOLS | Solstice Advanced Materials | $3,700.70万 | 1.54% | 417,686 | -12,490 | -2.9% | -$110.66万 | 减仓 |
| SJM | Smucker J M Co | $3,610.70万 | 1.51% | 320,955 | 129,660 | 67.8% | $1,458.66万 | 加仓 |
| HCA | HCA Healthcare Inc | $3,603.60万 | 1.50% | 92,427 | -1,380 | -1.5% | -$53.80万 | 减仓 |
| IDA | IDACORP Inc | $3,602.60万 | 1.50% | 238,108 | -4,284 | -1.8% | -$64.82万 | 减仓 |
| — | Exxon Mobil Corp | $3,600.90万 | 1.50% | 263,378 | -5,342 | -2.0% | -$73.04万 | 减仓 |
| VSH | Vishay Intertechnology Inc | $3,495.20万 | 1.46% | 649,908 | -325,585 | -33.4% | -$1,750.99万 | 减仓 |
| COF | Capital One Financial | $3,480.70万 | 1.45% | 173,496 | 62,537 | 56.4% | $1,254.63万 | 加仓 |
| BC | Brunswick Corp | $3,458.70万 | 1.44% | 410,580 | 65,119 | 18.8% | $548.56万 | 加仓 |
| LH | Labcorp Holdings Inc | $3,453.20万 | 1.44% | 123,328 | 26,053 | 26.8% | $729.49万 | 加仓 |
| MAS | Masco Corp | $3,387.70万 | 1.41% | 416,338 | 9,141 | 2.2% | $74.38万 | 加仓 |
| CSL | Carlisle Cos | $3,383.20万 | 1.41% | 93,264 | -1,834 | -1.9% | -$66.53万 | 减仓 |
| CACI | CACI International Inc | $3,377.50万 | 1.41% | 72,908 | -946 | -1.3% | -$43.82万 | 减仓 |
| CI | The Cigna Corp | $3,357.90万 | 1.40% | 121,806 | 47,658 | 64.3% | $1,313.82万 | 加仓 |
| TFC | Truist Financial Corp | $3,286.90万 | 1.37% | 659,752 | -18,202 | -2.7% | -$90.68万 | 减仓 |
| BDX | Becton Dickinson & Co | $3,232.80万 | 1.35% | 213,627 | -5,543 | -2.5% | -$83.88万 | 减仓 |
| PNC | PNC Financial Services | $3,213.30万 | 1.34% | 130,507 | -2,506 | -1.9% | -$61.70万 | 减仓 |
| MDU | MDU Resources Group | $3,207.40万 | 1.34% | 1,512,207 | -41,533 | -2.7% | -$88.09万 | 减仓 |
| TOL | Toll Brothers Inc | $3,201.10万 | 1.34% | 194,300 | -4,930 | -2.5% | -$81.22万 | 减仓 |
| MSFT | Microsoft Corp | $3,098.40万 | 1.29% | 83,063 | 34,085 | 69.6% | $1,271.43万 | 加仓 |
| CVX | Chevron Corp | $3,088.00万 | 1.29% | 186,291 | -6,278 | -3.3% | -$104.07万 | 减仓 |
| RTX | RTX Corp | $3,064.80万 | 1.28% | 161,537 | -3,428 | -2.1% | -$65.04万 | 减仓 |
| HWM | Howmet Aerospace Inc | $2,984.20万 | 1.25% | 110,995 | -2,410 | -2.1% | -$64.80万 | 减仓 |
| TTWO | Take-Two Interactive Software | $2,964.60万 | 1.24% | 118,594 | 26,607 | 28.9% | $665.12万 | 加仓 |
| PNW | Pinnacle West Capital Corp | $2,899.30万 | 1.21% | 270,963 | -6,062 | -2.2% | -$64.86万 | 减仓 |
| RKT | Rocket Cos Inc | $2,885.30万 | 1.20% | 1,831,933 | 1,831,933 | — | $2,885.30万 | 新建仓 |
| ANF | Abercrombie and Fitch Co | $2,816.00万 | 1.18% | 312,859 | -5,965 | -1.9% | -$53.69万 | 减仓 |
| RHP | Ryman Hospitality Pptys Inc | $2,803.80万 | 1.17% | 218,107 | -4,542 | -2.0% | -$58.39万 | 减仓 |
| FHN | First Horizon Corp | $2,772.30万 | 1.16% | 1,081,234 | -23,754 | -2.1% | -$60.91万 | 减仓 |
| PNR | Pentair PLC | $2,669.10万 | 1.11% | 348,180 | -4,314 | -1.2% | -$33.07万 | 减仓 |
| WM | Waste Management Inc Del | $2,657.20万 | 1.11% | 119,222 | -1,357 | -1.1% | -$30.24万 | 减仓 |
| SONO | Sonos Inc | $2,597.00万 | 1.08% | 1,919,406 | -35,160 | -1.8% | -$47.57万 | 减仓 |
| AUB | Atlantic Union Bankshares Corp | $2,564.50万 | 1.07% | 606,126 | -9,914 | -1.6% | -$41.95万 | 减仓 |
| A | Agilent Technologies Inc | $2,556.90万 | 1.07% | 192,496 | -4,384 | -2.2% | -$58.23万 | 减仓 |
| PGR | Progressive Corp | $2,551.20万 | 1.06% | 116,788 | 26,906 | 29.9% | $587.75万 | 加仓 |
| PRKS | United Parks & Resorts | $2,430.70万 | 1.01% | 509,153 | -11,682 | -2.2% | -$55.77万 | 减仓 |
| PEP | PepsiCo Inc | $2,389.10万 | 1.00% | 176,444 | -3,154 | -1.8% | -$42.71万 | 减仓 |
| HON | Honeywell Intl Inc | $2,254.30万 | 0.94% | 100,683 | -45,570 | -31.2% | -$1,020.32万 | 减仓 |
| HONA | Honeywell Aerospace Inc | $2,225.70万 | 0.93% | 100,674 | 100,674 | — | $2,225.70万 | 新建仓 |
| T | AT&T Inc | $2,225.50万 | 0.93% | 1,075,110 | 275,985 | 34.5% | $571.29万 | 加仓 |
| WTW | Willis Towers Watson PLC LTD | $2,167.20万 | 0.90% | 82,918 | -934 | -1.1% | -$24.41万 | 减仓 |
| CRM | Salesforce.com Inc | $1,953.90万 | 0.82% | 124,724 | 124,724 | — | $1,953.90万 | 新建仓 |
| AAPL | Apple Inc | $1,935.50万 | 0.81% | 66,888 | -2,048 | -3.0% | -$59.26万 | 减仓 |
| FISV | Fiserv Inc | $1,728.10万 | 0.72% | 352,316 | -7,911 | -2.2% | -$38.80万 | 减仓 |
| MPLX | MPLX LP | $1,278.60万 | 0.53% | 226,982 | -500 | -0.2% | -$2.82万 | 减仓 |
| EPD | Enterprise Products Partners L | $1,086.80万 | 0.45% | 295,644 | -500 | -0.2% | -$1.84万 | 减仓 |
| MKSI | MKS Instruments Inc | $1,048.80万 | 0.44% | 23,580 | -50 | -0.2% | -$2.22万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $777.70万 | 0.32% | 10,415 | -1,074 | -9.3% | -$80.20万 | 减仓 |
| FIX | Comfort Systems USA | $741.60万 | 0.31% | 3,742 | -1,609 | -30.1% | -$318.88万 | 减仓 |
| ALK | Alaska Air Group Inc | $641.70万 | 0.27% | 122,925 | -235 | -0.2% | -$1.23万 | 减仓 |
| GOOGL | Alphabet Inc | $639.80万 | 0.27% | 17,903 | -174 | -1.0% | -$6.22万 | 减仓 |
| OUT | OUTFRONT Media Inc | $630.30万 | 0.26% | 192,407 | -1,983 | -1.0% | -$6.50万 | 减仓 |
| CCK | Crown Holdings Inc | $622.00万 | 0.26% | 55,625 | 1,120 | 2.1% | $12.52万 | 加仓 |
| PRSU | Pursuit Attractions and Hospit | $614.90万 | 0.26% | 109,870 | -420 | -0.4% | -$2.35万 | 减仓 |
| WAT | Waters Corp | $603.50万 | 0.25% | 16,092 | -220 | -1.3% | -$8.25万 | 减仓 |
| PSTL | Postal Realty Trust Inc | $577.40万 | 0.24% | 234,345 | -1,550 | -0.7% | -$3.82万 | 减仓 |
| EVR | Evercore Inc | $549.40万 | 0.23% | 16,090 | 0 | 0.0% | — | 不变 |
| DMC | Del Monte Corp | $548.90万 | 0.23% | 196,665 | 97,250 | 97.8% | $271.43万 | 加仓 |
| VONG | Vanguard SCOTTSDALE FDS | $547.50万 | 0.23% | 42,835 | -71,905 | -62.7% | -$919.06万 | 减仓 |
| VTI | Vanguard INDEX FDS | $520.10万 | 0.22% | 14,054 | -7,230 | -34.0% | -$267.56万 | 减仓 |
| UHS | Universal Health Svcs Inc | $511.10万 | 0.21% | 34,375 | -50 | -0.1% | -$7,434 | 减仓 |
| VNOM | Viper Energy Inc | $503.80万 | 0.21% | 118,820 | -3,200 | -2.6% | -$13.57万 | 减仓 |
| IGIC | Intl Gnrl Insurance Hldngs L | $483.60万 | 0.20% | 184,810 | -300 | -0.2% | -$7,850 | 减仓 |
| CCC | CCC Intelligent Solutions Hold | $482.60万 | 0.20% | 935,260 | 935,260 | — | $482.60万 | 新建仓 |
| TCBX | Third Coast Bancshares Inc | $482.10万 | 0.20% | 119,330 | -380 | -0.3% | -$1.54万 | 减仓 |
| VCSH | Vanguard SCOTTSDALE FDS | $478.20万 | 0.20% | 60,505 | 6,670 | 12.4% | $52.72万 | 加仓 |
| — | Fifth Third Banc | $471.90万 | 0.20% | 182,190 | 12,375 | 7.3% | $32.05万 | 加仓 |
| AGCO | AGCO Corp | $471.40万 | 0.20% | 39,381 | -11,645 | -22.8% | -$139.39万 | 减仓 |
| — | Regions Financial Corp New | $458.20万 | 0.19% | 181,620 | 9,011 | 5.2% | $22.73万 | 加仓 |
| BRO | Brown & Brown Inc | $441.00万 | 0.18% | 68,750 | 68,750 | — | $441.00万 | 新建仓 |
| NWE | Northwestern Energy Group | $434.00万 | 0.18% | 60,595 | -100 | -0.2% | -$7,162 | 减仓 |
| WEX | WEX Inc | $413.70万 | 0.17% | 29,325 | -50 | -0.2% | -$7,054 | 减仓 |
| — | Public Storage | $405.30万 | 0.17% | 227,799 | 71,975 | 46.2% | $128.06万 | 加仓 |
| CSV | Carriage Services Inc | $404.60万 | 0.17% | 105,535 | 28,630 | 37.2% | $109.76万 | 加仓 |
| RYAM | Rayonier Advanced Matls Inc | $395.60万 | 0.17% | 503,260 | 8,435 | 1.7% | $6.63万 | 加仓 |
| IUSV | iShares TR | $386.60万 | 0.16% | 35,098 | -4,180 | -10.6% | -$46.04万 | 减仓 |
| STE | Steris PLC | $353.70万 | 0.15% | 16,795 | -50 | -0.3% | -$1.05万 | 减仓 |
| — | Wells Fargo & Co | $337.00万 | 0.14% | 2,913 | 5 | 0.2% | $5,784 | 加仓 |
| ENOV | Enovis Corporation | $332.30万 | 0.14% | 160,525 | -385 | -0.2% | -$7,970 | 减仓 |
| CLH | Clean Harbors Inc | $323.80万 | 0.14% | 10,840 | -85 | -0.8% | -$2.54万 | 减仓 |
| DINO | HF Sinclair Corporation | $317.00万 | 0.13% | 45,519 | -260 | -0.6% | -$1.81万 | 减仓 |
| TXO | TXO Partners LP | $308.80万 | 0.13% | 247,000 | 40,500 | 19.6% | $50.63万 | 加仓 |
| JKHY | Henry Jack & Associates Inc | $306.20万 | 0.13% | 22,232 | -100 | -0.4% | -$1.38万 | 减仓 |