Lafayette Investments, Inc.
ASHTON MD · SEC CIK 0001308377
$5.42亿2026Q2 申报市值
162持仓数
46.5%前十大占比 · 第一大 10.9%
6 / 3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
ZTS 加仓+$260.44万
VIGI 加仓+$116.86万
ACN 加仓+$100.10万
MA 加仓+$76.01万
MSFT 加仓+$74.94万
2026Q2 卖出最多 按季末市值估算
KLAC 减仓-$725.82万
AAPL 减仓-$125.35万
TXN 减仓-$96.27万
GLW 减仓-$86.16万
SBUX 减仓-$66.19万
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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $144.49万 | 0.27% | 7,221 | 288 | 4.2% | $5.76万 | 加仓 |
| MCD | MCDONALDS CORP | $149.04万 | 0.27% | 5,514 | -251 | -4.4% | -$6.78万 | 减仓 |
| BF/B | BROWN FORMAN CORP | $150.68万 | 0.28% | 56,539 | -4,648 | -7.6% | -$12.39万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $175.29万 | 0.32% | 18,772 | 12,515 | 200.0% | $116.86万 | 加仓 |
| NKE | NIKE INC | $194.86万 | 0.36% | 47,469 | 5,274 | 12.5% | $21.65万 | 加仓 |
| CVX | CHEVRON CORPORATION | $206.14万 | 0.38% | 12,436 | 205 | 1.7% | $3.40万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $211.39万 | 0.39% | 2,770 | -105 | -3.7% | -$8.01万 | 减仓 |
| HAS | HASBRO INC | $215.45万 | 0.40% | 26,087 | -75 | -0.3% | -$6,194 | 减仓 |
| AVGO | BROADCOM INC | $217.36万 | 0.40% | 5,754 | -650 | -10.1% | -$24.55万 | 减仓 |
| AON | AON PLC | $224.89万 | 0.41% | 6,780 | -20 | -0.3% | -$6,634 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $233.09万 | 0.43% | 43,823 | -1,469 | -3.2% | -$7.81万 | 减仓 |
| CRM | SALESFORCE INC | $236.40万 | 0.44% | 15,090 | 2,554 | 20.4% | $40.01万 | 加仓 |
| WAT | WATERS CORP | $238.49万 | 0.44% | 6,359 | -62 | -1.0% | -$2.33万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $261.99万 | 0.48% | 77,057 | 2,476 | 3.3% | $8.42万 | 加仓 |
| AOS | SMITH A O CORP | $269.32万 | 0.50% | 42,940 | -3,221 | -7.0% | -$20.20万 | 减仓 |
| ADBE | ADOBE INC | $274.01万 | 0.51% | 13,365 | -107 | -0.8% | -$2.19万 | 减仓 |
| BAC | BANK OF AMER CORP | $279.37万 | 0.52% | 49,030 | -1,100 | -2.2% | -$6.27万 | 减仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $279.99万 | 0.52% | 21,303 | -105 | -0.5% | -$1.38万 | 减仓 |
| DEO | DIAGEO PLC | $283.39万 | 0.52% | 35,256 | -1,425 | -3.9% | -$11.45万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $285.84万 | 0.53% | 66,197 | -1,562 | -2.3% | -$6.74万 | 减仓 |
| MHK | MOHAWK INDS INC | $290.62万 | 0.54% | 23,953 | 327 | 1.4% | $3.97万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $301.53万 | 0.56% | 24,231 | 8,044 | 49.7% | $100.10万 | 加仓 |
| ZTS | ZOETIS INC | $302.57万 | 0.56% | 42,105 | 36,243 | 618.3% | $260.44万 | 加仓 |
| V | VISA INC | $311.94万 | 0.58% | 9,092 | 26 | 0.3% | $8,920 | 加仓 |
| ALLE | ALLEGION PLC | $321.44万 | 0.59% | 22,880 | -718 | -3.0% | -$10.09万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $323.96万 | 0.60% | 19,437 | 190 | 1.0% | $3.17万 | 加仓 |
| ESAB | ESAB CORPORATION | $325.66万 | 0.60% | 33,019 | -310 | -0.9% | -$3.06万 | 减仓 |
| DIS | DISNEY WALT CO | $333.98万 | 0.62% | 34,699 | 493 | 1.4% | $4.75万 | 加仓 |
| GLW | CORNING INC | $350.68万 | 0.65% | 13,729 | -3,373 | -19.7% | -$86.16万 | 减仓 |
| NVO | NOVO-NORDISK A S | $352.35万 | 0.65% | 73,499 | 1,044 | 1.4% | $5.00万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $364.29万 | 0.67% | 21,444 | -502 | -2.3% | -$8.53万 | 减仓 |
| TXN | TEXAS INSTRS INC | $389.80万 | 0.72% | 13,078 | -3,230 | -19.8% | -$96.27万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $448.28万 | 0.83% | 4,792 | -200 | -4.0% | -$18.71万 | 减仓 |
| ASML | ASML HLDG NV | $474.88万 | 0.88% | 2,387 | -88 | -3.6% | -$17.51万 | 减仓 |
| GHC | GRAHAM HLDGS CO | $484.36万 | 0.89% | 4,244 | -6 | -0.1% | -$6,848 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $494.37万 | 0.91% | 5,054 | -1 | -0.0% | -$978 | 减仓 |
| KO | COCA COLA CO | $509.87万 | 0.94% | 62,738 | -353 | -0.6% | -$2.87万 | 减仓 |
| LII | LENNOX INTL INC | $511.59万 | 0.94% | 8,929 | -48 | -0.5% | -$2.75万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $515.41万 | 0.95% | 15,746 | 86 | 0.5% | $2.81万 | 加仓 |
| SBUX | STARBUCKS CORP | $525.53万 | 0.97% | 51,427 | -6,477 | -11.2% | -$66.19万 | 减仓 |
| GPC | GENUINE PARTS CO | $534.76万 | 0.99% | 45,326 | -386 | -0.8% | -$4.55万 | 减仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $536.22万 | 0.99% | 13,344 | -10 | -0.1% | -$4,018 | 减仓 |
| — | EXXON MOBIL CORP | $547.52万 | 1.01% | 40,047 | -442 | -1.1% | -$6.04万 | 减仓 |
| AMZN | AMAZON COM INC | $589.82万 | 1.09% | 24,747 | 1,220 | 5.2% | $29.08万 | 加仓 |
| PAYC | PAYCOM SOFTWARE INC | $612.48万 | 1.13% | 48,733 | 3,425 | 7.6% | $43.05万 | 加仓 |
| PEP | PEPSICO INC | $621.59万 | 1.15% | 45,908 | -51 | -0.1% | -$6,905 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $681.22万 | 1.26% | 13,371 | -157 | -1.2% | -$8.00万 | 减仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $688.38万 | 1.27% | 137,730 | 122 | 0.1% | $6,098 | 加仓 |
| L | LOEWS CORP | $809.95万 | 1.49% | 71,544 | -336 | -0.5% | -$3.80万 | 减仓 |
| AZO | AUTOZONE INC | $859.39万 | 1.58% | 2,689 | -15 | -0.6% | -$4.79万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $880.90万 | 1.62% | 95,470 | 610 | 0.6% | $5.63万 | 加仓 |
| B | BARRICK MNG CORP | $886.92万 | 1.64% | 241,470 | -3,863 | -1.6% | -$14.19万 | 减仓 |
| PAYX | PAYCHEX INC | $912.31万 | 1.68% | 92,781 | 3,277 | 3.7% | $32.22万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $959.29万 | 1.77% | 84,377 | -1,433 | -1.7% | -$16.29万 | 减仓 |
| LOW | LOWES COS INC | $973.14万 | 1.79% | 44,135 | 207 | 0.5% | $4.56万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $1,003.02万 | 1.85% | 31,883 | -12 | -0.0% | -$3,775 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,076.38万 | 1.98% | 42,382 | -1,000 | -2.3% | -$25.40万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,447.91万 | 2.67% | 38,816 | 2,009 | 5.5% | $74.94万 | 加仓 |
| AAPL | APPLE INC | $1,545.52万 | 2.85% | 53,412 | -4,332 | -7.5% | -$125.35万 | 减仓 |
| META | META PLATFORMS INC | $1,589.47万 | 2.93% | 28,218 | -27 | -0.1% | -$1.52万 | 减仓 |
| PGR | PROGRESSIVE CORP | $1,935.50万 | 3.57% | 88,602 | 580 | 0.7% | $12.67万 | 加仓 |
| GOOG | ALPHABET INC | $2,417.00万 | 4.46% | 68,406 | -1,571 | -2.2% | -$55.51万 | 减仓 |
| MKL | MARKEL GROUP INC | $3,891.18万 | 7.17% | 19,924 | 23 | 0.1% | $4.49万 | 加仓 |
| KLAC | KLA CORP | $4,408.37万 | 8.13% | 146,113 | -24,057 | -14.1% | -$725.82万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $5,929.07万 | 10.93% | 118,489 | 1,407 | 1.2% | $70.40万 | 加仓 |