Lafayette Investments, Inc.
ASHTON MD · SEC CIK 0001308377
$4.94亿2026Q1 申报市值
158持仓数
45.0%前十大占比 · 第一大 11.4%
8 / 6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
CRM 加仓+$198.95万
ADBE 加仓+$169.94万
PAYC 加仓+$152.72万
INTU 加仓+$72.12万
SCHK 新建仓+$60.97万
2026Q1 卖出最多 按季末市值估算
B 减仓-$339.38万
KLAC 减仓-$288.31万
GLW 减仓-$282.40万
ULTA 清仓-$95.11万
MKL 减仓-$94.17万
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 |
|---|---|---|---|---|---|---|---|---|
| ULTA | ULTA BEAUTY INC | $0 | 0.00% | 0 | -1,572 | -100.0% | -$95.11万 | 清仓 |
| WHR | WHIRLPOOL CORP | $0 | 0.00% | 0 | -8,548 | -100.0% | -$61.66万 | 清仓 |
| GM | GENERAL MTRS CO | $0 | 0.00% | 0 | -3,507 | -100.0% | -$28.52万 | 清仓 |
| LLY | ELI LILLY & CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PG | PROCTER AND GAMBLE CO | $0 | 0.00% | 0 | -1,519 | -100.0% | -$21.77万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -1,100 | -100.0% | -$21.44万 | 清仓 |
| BLK | BLACKROCK INC | $0 | 0.00% | 0 | -199 | -100.0% | -$21.30万 | 清仓 |
| — | RANI THERAPEUTICS HLDGS INC | $1.69万 | 0.00% | 22,979 | 0 | 0.0% | — | 不变 |
| LCTX | LINEAGE CELL THERAPEUTICS IN | $2.05万 | 0.00% | 13,000 | 0 | 0.0% | — | 不变 |
| FVCB | FVCBANKCORP INC | $18.54万 | 0.04% | 12,206 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC | $20.06万 | 0.04% | 116 | 116 | — | $20.06万 | 新建仓 |
| D | DOMINION ENERGY INC | $20.28万 | 0.04% | 3,281 | 0 | 0.0% | — | 重新持有 |
| PM | PHILIP MORRIS INTL INC | $20.50万 | 0.04% | 1,240 | -84 | -6.3% | -$1.39万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $20.81万 | 0.04% | 5,500 | 5,500 | — | $20.81万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $21.11万 | 0.04% | 625 | 625 | — | $21.11万 | 新建仓 |
| LULU | LULULEMON ATHLETICA INC | $21.53万 | 0.04% | 1,406 | -22 | -1.5% | -$3,368 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $21.63万 | 0.04% | 1,650 | 1,650 | — | $21.63万 | 新建仓 |
| VHT | VANGUARD WORLD FD | $21.65万 | 0.04% | 795 | 795 | — | $21.65万 | 新建仓 |
| — | AVALONBAY CMNTYS INC | $22.05万 | 0.04% | 1,350 | 0 | 0.0% | — | 不变 |
| FRT | FEDERAL RLTY INVT TR NEW | $22.84万 | 0.05% | 2,150 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $22.88万 | 0.05% | 4,016 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $23.00万 | 0.05% | 699 | -10 | -1.4% | -$3,291 | 减仓 |
| EFA | ISHARES TR | $23.38万 | 0.05% | 2,407 | 15 | 0.6% | $1,457 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $23.40万 | 0.05% | 6,980 | -2,000 | -22.3% | -$6.71万 | 减仓 |
| TFC | TRUIST FINL CORP | $24.03万 | 0.05% | 5,227 | -500 | -8.7% | -$2.30万 | 减仓 |
| MSCI | MSCI INC | $24.74万 | 0.05% | 459 | 14 | 3.1% | $7,546 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $24.84万 | 0.05% | 5,076 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $24.84万 | 0.05% | 918 | 0 | 0.0% | — | 不变 |
| GNRC | GENERAC HLDGS INC | $25.39万 | 0.05% | 1,300 | 1,300 | — | $25.39万 | 新建仓 |
| SPG | SIMON PPTY GROUP INC NEW | $25.65万 | 0.05% | 1,375 | -350 | -20.3% | -$6.53万 | 减仓 |
| CSCO | CISCO SYS INC | $26.13万 | 0.05% | 3,368 | -19 | -0.6% | -$1,474 | 减仓 |
| ABT | ABBOTT LABORATORIES | $26.40万 | 0.05% | 2,571 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $27.66万 | 0.06% | 1,399 | -300 | -17.7% | -$5.93万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $27.88万 | 0.06% | 9,588 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO | $28.19万 | 0.06% | 12,533 | 12,533 | — | $28.19万 | 新建仓 |
| HLN | HALEON PLC | $28.83万 | 0.06% | 28,804 | -300 | -1.0% | -$3,003 | 减仓 |
| FTNT | FORTINET INC | $29.72万 | 0.06% | 3,637 | 236 | 6.9% | $1.93万 | 加仓 |
| VTS | VITESSE ENERGY INC | $29.96万 | 0.06% | 16,497 | -1,016 | -5.8% | -$1.85万 | 减仓 |
| MS | MORGAN STANLEY | $30.40万 | 0.06% | 1,847 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $31.55万 | 0.06% | 965 | -269 | -21.8% | -$8.79万 | 减仓 |
| FAST | FASTENAL CO | $32.03万 | 0.06% | 6,904 | 0 | 0.0% | — | 不变 |
| AUB | ATLANTIC UN BANKSHARES CORP | $32.68万 | 0.07% | 9,145 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $33.28万 | 0.07% | 666 | 38 | 6.1% | $1.90万 | 加仓 |
| WMT | WALMART INC | $33.69万 | 0.07% | 2,711 | 217 | 8.7% | $2.70万 | 加仓 |
| VLTO | VERALTO CORP | $34.48万 | 0.07% | 3,900 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $34.94万 | 0.07% | 1,685 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $36.36万 | 0.07% | 1,202 | 228 | 23.4% | $6.90万 | 加仓 |
| ABBV | ABBVIE INC | $36.78万 | 0.07% | 1,691 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $37.27万 | 0.08% | 2,894 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $37.65万 | 0.08% | 630 | 0 | 0.0% | — | 不变 |
| EGBN | EAGLE BANCORPORATION INC | $37.80万 | 0.08% | 15,200 | -800 | -5.0% | -$1.99万 | 减仓 |
| SHEL | SHELL PLC | $38.16万 | 0.08% | 4,103 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $38.61万 | 0.08% | 6,025 | -455 | -7.0% | -$2.92万 | 减仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $38.84万 | 0.08% | 308 | 0 | 0.0% | — | 不变 |
| FNDA | SCHWAB STRATEGIC TR | $39.97万 | 0.08% | 12,326 | 0 | 0.0% | — | 不变 |
| DPZ | DOMINOS PIZZA INC | $40.29万 | 0.08% | 1,123 | 87 | 8.4% | $3.12万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $41.04万 | 0.08% | 835 | 0 | 0.0% | — | 不变 |
| FNV | FRANCO NEV CORP | $41.38万 | 0.08% | 1,675 | -937 | -35.9% | -$23.15万 | 减仓 |
| NFLX | NETFLIX INC. | $41.86万 | 0.08% | 4,354 | 573 | 15.2% | $5.51万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $42.73万 | 0.09% | 2,342 | -300 | -11.4% | -$5.47万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $43.20万 | 0.09% | 16,847 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $43.79万 | 0.09% | 15,104 | 288 | 1.9% | $8,349 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $51.25万 | 0.10% | 3,914 | 0 | 0.0% | — | 不变 |
| ALRS | ALERUS FINL CORP | $51.92万 | 0.11% | 21,900 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $54.47万 | 0.11% | 19,399 | -788 | -3.9% | -$2.21万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $55.35万 | 0.11% | 6,257 | 244 | 4.1% | $2.16万 | 加仓 |
| FDX | FEDEX CORP | $57.67万 | 0.12% | 1,619 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $60.03万 | 0.12% | 1,749 | -68 | -3.7% | -$2.33万 | 减仓 |
| MO | ALTRIA GROUP INC | $60.63万 | 0.12% | 9,188 | 0 | 0.0% | — | 不变 |
| SCHK | SCHWAB STRATEGIC TR | $60.97万 | 0.12% | 19,461 | 19,461 | — | $60.97万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $61.60万 | 0.12% | 3,032 | 138 | 4.8% | $2.80万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $66.14万 | 0.13% | 23,747 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $66.81万 | 0.14% | 13,000 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $69.29万 | 0.14% | 5,862 | 1,282 | 28.0% | $15.15万 | 加仓 |
| ABNB | AIRBNB INC | $71.11万 | 0.14% | 5,631 | 415 | 8.0% | $5.24万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $71.76万 | 0.15% | 1,722 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.15% | 1 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $71.86万 | 0.15% | 4,482 | 200 | 4.7% | $3.21万 | 加仓 |
| SPGI | S&P GLOBAL INC | $77.11万 | 0.16% | 1,813 | 698 | 62.6% | $29.69万 | 加仓 |
| — | HONEYWELL INTL INC | $77.75万 | 0.16% | 3,440 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $83.34万 | 0.17% | 2,330 | -125 | -5.1% | -$4.47万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $83.87万 | 0.17% | 2,614 | 294 | 12.7% | $9.43万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $86.79万 | 0.18% | 12,066 | 1,731 | 16.7% | $12.45万 | 加仓 |
| GLD | SPDR GOLD TR | $89.24万 | 0.18% | 2,074 | -17 | -0.8% | -$7,315 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $91.17万 | 0.18% | 18,161 | -3,200 | -15.0% | -$16.06万 | 减仓 |
| RTX | RTX CORPORATION | $95.16万 | 0.19% | 4,933 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $96.84万 | 0.20% | 1,489 | 0 | 0.0% | — | 不变 |
| FDS | FACTSET RESH SYS INC | $98.17万 | 0.20% | 4,524 | 49 | 1.1% | $1.06万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $98.76万 | 0.20% | 5,146 | 575 | 12.6% | $11.04万 | 加仓 |
| INTU | INTUIT | $102.30万 | 0.21% | 2,366 | 1,668 | 239.0% | $72.12万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $104.03万 | 0.21% | 4,292 | 450 | 11.7% | $10.91万 | 加仓 |
| GOOGL | ALPHABET INC | $105.97万 | 0.21% | 3,685 | -105 | -2.8% | -$3.02万 | 减仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $105.98万 | 0.21% | 17,274 | 775 | 4.7% | $4.75万 | 加仓 |
| WFC | WELLS FARGO & CO | $108.41万 | 0.22% | 13,618 | -72 | -0.5% | -$5,732 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $111.57万 | 0.23% | 265 | 11 | 4.3% | $4.63万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $112.24万 | 0.23% | 2,875 | 300 | 11.7% | $11.71万 | 加仓 |
| MRK | MERCK & CO INC | $115.90万 | 0.23% | 9,635 | -51 | -0.5% | -$6,135 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $116.68万 | 0.24% | 15,138 | -334 | -2.2% | -$2.57万 | 减仓 |
| SEIC | SEI INVTS CO | $119.44万 | 0.24% | 15,221 | -50 | -0.3% | -$3,924 | 减仓 |
| NVDA | NVIDIA CORPORATION | $120.91万 | 0.24% | 6,933 | 0 | 0.0% | — | 不变 |