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 |
|---|---|---|---|---|---|---|---|---|
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $5,610.57万 | 11.36% | 117,082 | -1,757 | -1.5% | -$84.20万 | 减仓 |
| MKL | MARKEL GROUP INC | $3,809.19万 | 7.71% | 19,901 | -492 | -2.4% | -$94.17万 | 减仓 |
| KLAC | KLA CORP | $2,505.67万 | 5.07% | 17,017 | -1,958 | -10.3% | -$288.31万 | 减仓 |
| GOOG | ALPHABET INC | $2,007.35万 | 4.06% | 69,977 | -1,352 | -1.9% | -$38.78万 | 减仓 |
| PGR | PROGRESSIVE CORP | $1,744.94万 | 3.53% | 88,022 | -845 | -1.0% | -$16.75万 | 减仓 |
| META | META PLATFORMS INC | $1,616.00万 | 3.27% | 28,245 | -615 | -2.1% | -$35.19万 | 减仓 |
| AAPL | APPLE INC | $1,465.48万 | 2.97% | 57,744 | -411 | -0.7% | -$10.43万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,362.49万 | 2.76% | 36,807 | 228 | 0.6% | $8.44万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1,060.42万 | 2.15% | 43,382 | -1,298 | -2.9% | -$31.73万 | 减仓 |
| LOW | LOWES COS INC | $1,037.94万 | 2.10% | 43,928 | -80 | -0.2% | -$1.89万 | 减仓 |
| B | BARRICK MNG CORP | $1,000.71万 | 2.03% | 245,333 | -83,202 | -25.3% | -$339.38万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $915.40万 | 1.85% | 31,895 | -1,534 | -4.6% | -$44.03万 | 减仓 |
| AZO | AUTOZONE INC | $913.35万 | 1.85% | 2,704 | -35 | -1.3% | -$11.82万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $891.49万 | 1.81% | 94,860 | -824 | -0.9% | -$7.74万 | 减仓 |
| PAYX | PAYCHEX INC | $824.51万 | 1.67% | 89,504 | 59 | 0.1% | $5,435 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $817.61万 | 1.66% | 13,528 | -60 | -0.4% | -$3.63万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $773.49万 | 1.57% | 85,810 | 590 | 0.7% | $5.32万 | 加仓 |
| L | LOEWS CORP | $767.25万 | 1.55% | 71,880 | -1,043 | -1.4% | -$11.13万 | 减仓 |
| PEP | PEPSICO INC | $713.70万 | 1.45% | 45,959 | -973 | -2.1% | -$15.11万 | 减仓 |
| — | EXXON MOBIL CORP | $686.94万 | 1.39% | 40,489 | -612 | -1.5% | -$10.38万 | 减仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $567.91万 | 1.15% | 137,608 | 23 | 0.0% | $949 | 加仓 |
| PAYC | PAYCOM SOFTWARE INC | $550.68万 | 1.12% | 45,308 | 12,565 | 38.4% | $152.72万 | 加仓 |
| SBUX | STARBUCKS CORP | $518.77万 | 1.05% | 57,904 | -5,946 | -9.3% | -$53.27万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $497.42万 | 1.01% | 4,992 | 100 | 2.0% | $9.96万 | 加仓 |
| AMZN | AMAZON COM INC | $490.00万 | 0.99% | 23,527 | 900 | 4.0% | $18.74万 | 加仓 |
| GPC | GENUINE PARTS CO | $483.40万 | 0.98% | 45,712 | -497 | -1.1% | -$5.26万 | 减仓 |
| KO | COCA COLA CO | $479.81万 | 0.97% | 63,091 | -498 | -0.8% | -$3.79万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $460.64万 | 0.93% | 15,660 | -229 | -1.4% | -$6.74万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $452.57万 | 0.92% | 5,055 | -509 | -9.1% | -$45.57万 | 减仓 |
| GHC | GRAHAM HLDGS CO | $449.28万 | 0.91% | 4,250 | -40 | -0.9% | -$4.23万 | 减仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $429.21万 | 0.87% | 13,354 | -135 | -1.0% | -$4.34万 | 减仓 |
| LII | LENNOX INTL INC | $416.65万 | 0.84% | 8,977 | -270 | -2.9% | -$12.53万 | 减仓 |
| ALLE | ALLEGION PLC | $342.86万 | 0.69% | 23,598 | -490 | -2.0% | -$7.12万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $333.84万 | 0.68% | 19,247 | -100 | -0.5% | -$1.73万 | 减仓 |
| DIS | DISNEY WALT CO | $329.68万 | 0.67% | 34,206 | -545 | -1.6% | -$5.25万 | 减仓 |
| ADBE | ADOBE INC | $327.48万 | 0.66% | 13,472 | 6,991 | 107.9% | $169.94万 | 加仓 |
| ASML | ASML HLDG NV | $326.91万 | 0.66% | 2,475 | 0 | 0.0% | — | 不变 |
| ESAB | ESAB CORPORATION | $322.16万 | 0.65% | 33,329 | -937 | -2.7% | -$9.06万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $320.97万 | 0.65% | 16,187 | 349 | 2.2% | $6.92万 | 加仓 |
| TXN | TEXAS INSTRS INC | $316.60万 | 0.64% | 16,308 | -688 | -4.0% | -$13.36万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $306.48万 | 0.62% | 67,759 | 3,171 | 4.9% | $14.34万 | 加仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $305.81万 | 0.62% | 21,408 | -720 | -3.3% | -$10.29万 | 减仓 |
| AOS | SMITH A O CORP | $304.39万 | 0.62% | 46,161 | -1,830 | -3.8% | -$12.07万 | 减仓 |
| V | VISA INC | $274.01万 | 0.55% | 9,066 | 382 | 4.4% | $11.55万 | 加仓 |
| DEO | DIAGEO PLC | $273.09万 | 0.55% | 36,681 | 154 | 0.4% | $1.15万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $269.45万 | 0.55% | 21,946 | -4,675 | -17.6% | -$57.40万 | 减仓 |
| NVO | NOVO-NORDISK A S | $266.27万 | 0.54% | 72,455 | 3,317 | 4.8% | $12.19万 | 加仓 |
| CVX | CHEVRON CORPORATION | $253.06万 | 0.51% | 12,231 | -445 | -3.5% | -$9.21万 | 减仓 |
| HAS | HASBRO INC | $244.88万 | 0.50% | 26,162 | -412 | -1.6% | -$3.86万 | 减仓 |
| BAC | BANK AMERICA CORP | $244.38万 | 0.49% | 50,130 | -315 | -0.6% | -$1.54万 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $239.37万 | 0.48% | 45,292 | 704 | 1.6% | $3.72万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $238.73万 | 0.48% | 74,581 | 211 | 0.3% | $6,754 | 加仓 |
| CRM | SALESFORCE INC | $234.01万 | 0.47% | 12,536 | 10,658 | 567.5% | $198.95万 | 加仓 |
| MHK | MOHAWK INDS INC | $232.62万 | 0.47% | 23,626 | -1,180 | -4.8% | -$11.62万 | 减仓 |
| GLW | CORNING INC | $232.54万 | 0.47% | 17,102 | -20,769 | -54.8% | -$282.40万 | 减仓 |
| NKE | NIKE INC | $222.88万 | 0.45% | 42,195 | -1,216 | -2.8% | -$6.42万 | 减仓 |
| AON | AON PLC | $219.49万 | 0.44% | 6,800 | 130 | 1.9% | $4.20万 | 加仓 |
| AVGO | BROADCOM INC | $198.21万 | 0.40% | 6,404 | 130 | 2.1% | $4.02万 | 加仓 |
| WAT | WATERS CORP | $191.22万 | 0.39% | 6,421 | -338 | -5.0% | -$10.07万 | 减仓 |
| MCD | MCDONALDS CORP | $179.17万 | 0.36% | 5,765 | 105 | 1.9% | $3.26万 | 加仓 |
| HSY | HERSHEY CO | $171.14万 | 0.35% | 8,232 | -19 | -0.2% | -$3,950 | 减仓 |
| BF/B | BROWN FORMAN CORP | $161.78万 | 0.33% | 61,187 | -1,250 | -2.0% | -$3.31万 | 减仓 |
| GSK | GSK PLC | $127.27万 | 0.26% | 23,060 | -240 | -1.0% | -$1.32万 | 减仓 |
| DHR | DANAHER CORP DEL | $126.61万 | 0.26% | 6,678 | -1,050 | -13.6% | -$19.91万 | 减仓 |
| CAT | CATERPILLAR INC | $122.97万 | 0.25% | 1,736 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $120.91万 | 0.24% | 6,933 | 0 | 0.0% | — | 不变 |
| SEIC | SEI INVTS CO | $119.44万 | 0.24% | 15,221 | -50 | -0.3% | -$3,924 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $116.68万 | 0.24% | 15,138 | -334 | -2.2% | -$2.57万 | 减仓 |
| MRK | MERCK & CO INC | $115.90万 | 0.23% | 9,635 | -51 | -0.5% | -$6,135 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $112.24万 | 0.23% | 2,875 | 300 | 11.7% | $11.71万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $111.57万 | 0.23% | 265 | 11 | 4.3% | $4.63万 | 加仓 |
| WFC | WELLS FARGO & CO | $108.41万 | 0.22% | 13,618 | -72 | -0.5% | -$5,732 | 减仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $105.98万 | 0.21% | 17,274 | 775 | 4.7% | $4.75万 | 加仓 |
| GOOGL | ALPHABET INC | $105.97万 | 0.21% | 3,685 | -105 | -2.8% | -$3.02万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $104.03万 | 0.21% | 4,292 | 450 | 11.7% | $10.91万 | 加仓 |
| INTU | INTUIT | $102.30万 | 0.21% | 2,366 | 1,668 | 239.0% | $72.12万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $98.76万 | 0.20% | 5,146 | 575 | 12.6% | $11.04万 | 加仓 |
| FDS | FACTSET RESH SYS INC | $98.17万 | 0.20% | 4,524 | 49 | 1.1% | $1.06万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $96.84万 | 0.20% | 1,489 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $95.16万 | 0.19% | 4,933 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $91.17万 | 0.18% | 18,161 | -3,200 | -15.0% | -$16.06万 | 减仓 |
| GLD | SPDR GOLD TR | $89.24万 | 0.18% | 2,074 | -17 | -0.8% | -$7,315 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $86.79万 | 0.18% | 12,066 | 1,731 | 16.7% | $12.45万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $83.87万 | 0.17% | 2,614 | 294 | 12.7% | $9.43万 | 加仓 |
| ETN | EATON CORP PLC | $83.34万 | 0.17% | 2,330 | -125 | -5.1% | -$4.47万 | 减仓 |
| — | HONEYWELL INTL INC | $77.75万 | 0.16% | 3,440 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $77.11万 | 0.16% | 1,813 | 698 | 62.6% | $29.69万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $71.86万 | 0.15% | 4,482 | 200 | 4.7% | $3.21万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.15% | 1 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $71.76万 | 0.15% | 1,722 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC | $71.11万 | 0.14% | 5,631 | 415 | 8.0% | $5.24万 | 加仓 |
| ZTS | ZOETIS INC | $69.29万 | 0.14% | 5,862 | 1,282 | 28.0% | $15.15万 | 加仓 |
| SLB | SLB LIMITED | $66.81万 | 0.14% | 13,000 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB STRATEGIC TR | $66.14万 | 0.13% | 23,747 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $61.60万 | 0.12% | 3,032 | 138 | 4.8% | $2.80万 | 加仓 |
| SCHK | SCHWAB STRATEGIC TR | $60.97万 | 0.12% | 19,461 | 19,461 | — | $60.97万 | 新建仓 |
| MO | ALTRIA GROUP INC | $60.63万 | 0.12% | 9,188 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $60.03万 | 0.12% | 1,749 | -68 | -3.7% | -$2.33万 | 减仓 |
| FDX | FEDEX CORP | $57.67万 | 0.12% | 1,619 | 0 | 0.0% | — | 不变 |
| VIGI | VANGUARD WHITEHALL FDS | $55.35万 | 0.11% | 6,257 | 244 | 4.1% | $2.16万 | 加仓 |