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 |
|---|---|---|---|---|---|---|---|---|
| CSCO | CISCO SYS INC | $0 | 0.00% | 0 | -3,368 | -100.0% | -$26.13万 | 清仓 |
| SPG | SIMON PPTY GROUP INC NEW | $0 | 0.00% | 0 | -1,375 | -100.0% | -$25.65万 | 清仓 |
| LULU | LULULEMON ATHLETICA INC | $0 | 0.00% | 0 | -1,406 | -100.0% | -$21.53万 | 清仓 |
| LCTX | LINEAGE CELL THERAPEUTICS IN | $1.70万 | 0.00% | 13,000 | 0 | 0.0% | — | 不变 |
| — | RANI THERAPEUTICS HLDGS INC | $1.75万 | 0.00% | 22,979 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $20.22万 | 0.04% | 5,500 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $20.84万 | 0.04% | 1,152 | -88 | -7.1% | -$1.59万 | 减仓 |
| INTC | INTEL CORP | $21.14万 | 0.04% | 1,514 | 1,514 | — | $21.14万 | 新建仓 |
| FVCB | FVCBANKCORP INC | $21.36万 | 0.04% | 12,206 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $21.69万 | 0.04% | 300 | 300 | — | $21.69万 | 新建仓 |
| LLY | ELI LILLY & CO | $21.83万 | 0.04% | 182 | -55 | -23.2% | -$6.60万 | 重新持有 |
| KMI | KINDER MORGAN INC DEL | $22.32万 | 0.04% | 6,980 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $22.41万 | 0.04% | 3,281 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $22.57万 | 0.04% | 1,650 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $23.33万 | 0.04% | 2,571 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP | $23.50万 | 0.04% | 2,650 | -1,250 | -32.1% | -$11.09万 | 减仓 |
| VHT | VANGUARD WORLD FD | $23.85万 | 0.04% | 797 | 2 | 0.3% | $598 | 加仓 |
| UL | UNILEVER PLC | $24.14万 | 0.04% | 4,016 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $24.16万 | 0.04% | 685 | -14 | -2.0% | -$4,939 | 减仓 |
| EFA | ISHARES TR | $25.01万 | 0.05% | 2,407 | 0 | 0.0% | — | 不变 |
| — | AVALONBAY CMNTYS INC | $25.47万 | 0.05% | 1,350 | 0 | 0.0% | — | 不变 |
| MSCI | MSCI INC | $25.71万 | 0.05% | 459 | 0 | 0.0% | — | 不变 |
| VTS | VITESSE ENERGY INC | $25.90万 | 0.05% | 16,424 | -73 | -0.4% | -$1,151 | 减仓 |
| TFC | TRUIST FINL CORP | $26.04万 | 0.05% | 5,227 | 0 | 0.0% | — | 不变 |
| FRT | FEDERAL RLTY INVT TR NEW | $26.54万 | 0.05% | 2,150 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB STRATEGIC TR | $26.62万 | 0.05% | 5,046 | -30 | -0.6% | -$1,583 | 减仓 |
| HLN | HALEON PLC | $26.87万 | 0.05% | 28,804 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $27.11万 | 0.05% | 1,297 | -550 | -29.8% | -$11.50万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $28.04万 | 0.05% | 650 | 650 | — | $28.04万 | 新建仓 |
| FNV | FRANCO NEV CORP | $28.58万 | 0.05% | 1,371 | -304 | -18.1% | -$6.34万 | 减仓 |
| KHC | KRAFT HEINZ CO | $29.60万 | 0.05% | 12,533 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $29.79万 | 0.05% | 1,000 | 1,000 | — | $29.79万 | 新建仓 |
| WELL | WELLTOWER INC | $30.62万 | 0.06% | 1,349 | -50 | -3.6% | -$1.13万 | 减仓 |
| WMT | WALMART INC | $30.72万 | 0.06% | 2,712 | 1 | 0.0% | $113 | 加仓 |
| T | AT&T INC | $31.27万 | 0.06% | 15,107 | 3 | 0.0% | $62 | 加仓 |
| MELI | MERCADOLIBRE INC | $31.40万 | 0.06% | 185 | 69 | 59.5% | $11.71万 | 加仓 |
| SHEL | SHELL PLC | $31.81万 | 0.06% | 4,103 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $33.16万 | 0.06% | 6,904 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $34.20万 | 0.06% | 9,466 | -122 | -1.3% | -$4,408 | 减仓 |
| DPZ | DOMINOS PIZZA INC | $34.87万 | 0.06% | 1,178 | 55 | 4.9% | $1.63万 | 加仓 |
| NFLX | NETFLIX INC. | $35.08万 | 0.06% | 4,913 | 559 | 12.8% | $3.99万 | 加仓 |
| GNRC | GENERAC HLDGS INC | $36.78万 | 0.07% | 1,256 | -44 | -3.4% | -$1.29万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $38.15万 | 0.07% | 918 | 0 | 0.0% | — | 不变 |
| HON | HONEYWELL INTL INC | $38.51万 | 0.07% | 1,720 | -1,720 | -50.0% | -$38.51万 | 减仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $38.69万 | 0.07% | 9,145 | 0 | 0.0% | — | 不变 |
| MTD | METTLER TOLEDO INTERNATIONAL | $39.22万 | 0.07% | 307 | -1 | -0.3% | -$1,278 | 减仓 |
| ALL | ALLSTATE CORP | $40.09万 | 0.07% | 1,685 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $40.11万 | 0.07% | 1,186 | -16 | -1.3% | -$5,411 | 减仓 |
| PFE | PFIZER INC | $41.45万 | 0.08% | 17,215 | -2,184 | -11.3% | -$5.26万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $41.86万 | 0.08% | 835 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $41.97万 | 0.08% | 2,092 | -250 | -10.7% | -$5.02万 | 减仓 |
| EGBN | EAGLE BANCORPORATION INC | $42.16万 | 0.08% | 14,850 | -350 | -2.3% | -$9,937 | 减仓 |
| ABBV | ABBVIE INC | $42.55万 | 0.08% | 1,691 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $42.93万 | 0.08% | 6,025 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $43.27万 | 0.08% | 630 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $44.11万 | 0.08% | 13,910 | 13,910 | — | $44.11万 | 新建仓 |
| FDX | FEDEX CORP | $44.43万 | 0.08% | 1,419 | -200 | -12.4% | -$6.26万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $46.32万 | 0.09% | 2,095 | 2,095 | — | $46.32万 | 新建仓 |
| FNDA | SCHWAB STRATEGIC TR | $46.70万 | 0.09% | 12,269 | -57 | -0.5% | -$2,169 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $49.54万 | 0.09% | 3,914 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $49.58万 | 0.09% | 16,847 | 0 | 0.0% | — | 不变 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $51.02万 | 0.09% | 13,174 | -4,100 | -23.7% | -$15.88万 | 减仓 |
| QCOM | QUALCOMM INC | $54.40万 | 0.10% | 2,944 | 50 | 1.7% | $9,240 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $55.41万 | 0.10% | 480 | -145 | -23.2% | -$16.74万 | 减仓 |
| FTNT | FORTINET INC | $55.60万 | 0.10% | 3,619 | -18 | -0.5% | -$2,765 | 减仓 |
| SLB | SLB LIMITED | $55.79万 | 0.10% | 12,000 | -1,000 | -7.7% | -$4.65万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $61.00万 | 0.11% | 1,722 | -27 | -1.5% | -$9,564 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $63.71万 | 0.12% | 1,719 | 754 | 78.1% | $27.94万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $63.77万 | 0.12% | 15,061 | -3,100 | -17.1% | -$13.13万 | 减仓 |
| MO | ALTRIA GROUP INC | $66.11万 | 0.12% | 9,188 | 0 | 0.0% | — | 不变 |
| ALRS | ALERUS FINL CORP | $68.11万 | 0.13% | 21,900 | 0 | 0.0% | — | 不变 |
| SCHK | SCHWAB STRATEGIC TR | $70.36万 | 0.13% | 19,512 | 51 | 0.3% | $1,839 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $70.39万 | 0.13% | 3,143 | 111 | 3.7% | $2.49万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $73.63万 | 0.14% | 23,675 | -72 | -0.3% | -$2,239 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.14% | 1 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $75.19万 | 0.14% | 2,041 | -33 | -1.6% | -$1.22万 | 减仓 |
| SPGI | S&P GLOBAL INC | $77.18万 | 0.14% | 1,895 | 82 | 4.5% | $3.34万 | 加仓 |
| INTU | INTUIT | $82.58万 | 0.15% | 3,164 | 798 | 33.7% | $20.83万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $84.58万 | 0.16% | 1,722 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC | $85.53万 | 0.16% | 5,977 | 346 | 6.1% | $4.95万 | 加仓 |
| RTX | RTX CORPORATION | $93.59万 | 0.17% | 4,933 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP | $96.50万 | 0.18% | 13,478 | -1,660 | -11.0% | -$11.89万 | 减仓 |
| ETN | EATON CORP PLC | $96.69万 | 0.18% | 2,269 | -61 | -2.6% | -$2.60万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $97.23万 | 0.18% | 1,302 | -187 | -12.6% | -$13.96万 | 减仓 |
| FDS | FACTSET RESH SYS INC | $104.64万 | 0.19% | 4,548 | 24 | 0.5% | $5,522 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $106.81万 | 0.20% | 14,802 | 2,736 | 22.7% | $19.74万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $110.22万 | 0.20% | 2,146 | 1,480 | 222.2% | $76.01万 | 加仓 |
| WFC | WELLS FARGO & CO | $112.55万 | 0.21% | 13,619 | 1 | 0.0% | $83 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $114.28万 | 0.21% | 5,371 | 225 | 4.4% | $4.79万 | 加仓 |
| MRK | MERCK & CO INC | $119.18万 | 0.22% | 9,275 | -360 | -3.7% | -$4.63万 | 减仓 |
| GSK | GSK PLC | $120.88万 | 0.22% | 23,060 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $122.54万 | 0.23% | 1,151 | -585 | -33.7% | -$62.28万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $123.61万 | 0.23% | 6,935 | 310 | 4.7% | $5.53万 | 加仓 |
| DHR | DANAHER CORP DEL | $124.57万 | 0.23% | 6,540 | -138 | -2.1% | -$2.63万 | 减仓 |
| SEIC | SEI INVTS CO | $125.04万 | 0.23% | 14,256 | -965 | -6.3% | -$8.46万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $126.32万 | 0.23% | 4,492 | 200 | 4.7% | $5.62万 | 加仓 |
| GOOGL | ALPHABET INC | $129.73万 | 0.24% | 3,630 | -55 | -1.5% | -$1.97万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $130.97万 | 0.24% | 3,539 | 925 | 35.4% | $34.23万 | 加仓 |
| HSY | HERSHEY CO | $143.25万 | 0.26% | 8,165 | -67 | -0.8% | -$1.18万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $144.32万 | 0.27% | 4,232 | -250 | -5.6% | -$8.53万 | 减仓 |