Douglass Winthrop Advisors, LLC
NEW YORK NY · SEC CIK 0001308527
$57.97亿2026Q2 申报市值
308持仓数
45.1%前十大占比 · 第一大 8.0%
22 / 18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
TSM 加仓+$6,423.84万
MSFT 加仓+$2,533.89万
MTD 加仓+$2,079.66万
NFLX 加仓+$1,754.68万
RACE 加仓+$1,730.74万
2026Q2 卖出最多 按季末市值估算
ROP 减仓-$6,585.37万
AMT 减仓-$6,306.56万
NKE 减仓-$5,029.74万
NSRGY 减仓-$3,714.00万
GOOG 减仓-$1,565.04万
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 |
|---|---|---|---|---|---|---|---|---|
| — | DASSAULT SYS S A SPONSORED ADR | $0 | 0.00% | 0 | -167,696 | -100.0% | -$339.75万 | 清仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $0 | 0.00% | 0 | -98,812 | -100.0% | -$316.30万 | 清仓 |
| — | FORAN MINING CORPORATION | $0 | 0.00% | 0 | -138,675 | -100.0% | -$53.42万 | 清仓 |
| IVV | ISHARES CORE S&P 500 ETF IV | $0 | 0.00% | 0 | -683 | -100.0% | -$44.61万 | 清仓 |
| UL | UNILEVER PLC SPON ADR NEW | $0 | 0.00% | 0 | -6,922 | -100.0% | -$39.43万 | 清仓 |
| GPGI | GPGI INC | $0 | 0.00% | 0 | -23,000 | -100.0% | -$39.33万 | 清仓 |
| EXE | EXPAND ENERGY CORP | $0 | 0.00% | 0 | -2,975 | -100.0% | -$32.66万 | 清仓 |
| COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | -2,378 | -100.0% | -$31.39万 | 清仓 |
| BABA | ALIBABA GROUP HLDG LTD SPONSOR | $0 | 0.00% | 0 | -2,400 | -100.0% | -$30.11万 | 清仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ET | $0 | 0.00% | 0 | -898 | -100.0% | -$28.81万 | 清仓 |
| — | AMERICAN OVERSEAS ORDF | $0 | 0.00% | 0 | -240 | -100.0% | -$27.72万 | 清仓 |
| FDX | FEDEX CORP COM | $0 | 0.00% | 0 | -661 | -100.0% | -$23.54万 | 清仓 |
| XYL | XYLEM INC | $0 | 0.00% | 0 | -1,949 | -100.0% | -$23.29万 | 清仓 |
| EHC | ENCOMPASS HEALTH CORP | $0 | 0.00% | 0 | -2,400 | -100.0% | -$23.22万 | 清仓 |
| HSY | HERSHEY CO | $0 | 0.00% | 0 | -1,095 | -100.0% | -$22.76万 | 清仓 |
| OGS | One Gas Inc | $0 | 0.00% | 0 | -2,500 | -100.0% | -$21.53万 | 清仓 |
| BF/A | BROWN-FORMAN CORP-CLASS A | $0 | 0.00% | 0 | -7,944 | -100.0% | -$21.28万 | 清仓 |
| — | PULSAR HELIUM INC | $0 | 0.00% | 0 | -45,000 | -100.0% | -$5.65万 | 清仓 |
| — | INTL BRIQUETTE HLD ORDF | $0 | 0.00% | 20,000 | 0 | 0.0% | — | 不变 |
| — | MYECHECK INC COM NEW | $0 | 0.00% | 17,500 | 0 | 0.0% | — | 不变 |
| — | UCORE RARE METALS INC | $3.43万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| BLDP | BALLARD PWR SYS INC NEW COM | $4.28万 | 0.00% | 11,000 | 0 | 0.0% | — | 不变 |
| TTI | TETRA TECHNOLOGIES INC D | $17.00万 | 0.00% | 15,000 | 0 | 0.0% | — | 不变 |
| MRSH | Marsh & McLennan Companies Inc | $20.00万 | 0.00% | 1,200 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP COM NEW | $20.11万 | 0.00% | 464 | 464 | — | $20.11万 | 新建仓 |
| PNFP | PINNACLE FINL PARTNERS INC COM | $20.18万 | 0.00% | 2,000 | 2,000 | — | $20.18万 | 新建仓 |
| IWF | ISHARES TR RUSSELL 1000 GROWTH | $20.89万 | 0.00% | 1,682 | 1,682 | — | $20.89万 | 新建仓 |
| AEM | AGNICO EAGLE MINES LTD F | $20.91万 | 0.00% | 1,348 | 1,348 | — | $20.91万 | 新建仓 |
| SPHQ | INVESCO EXCHANGE-TRADED FD TR | $20.92万 | 0.00% | 2,322 | 2,322 | — | $20.92万 | 新建仓 |
| MPLX | MPLX LP LP | $21.41万 | 0.00% | 3,800 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX FDS | $22.24万 | 0.00% | 2,656 | 2,656 | — | $22.24万 | 新建仓 |
| SCHW | CHARLES SCHWAB CORP | $22.45万 | 0.00% | 2,433 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP DEL COM NEW | $22.71万 | 0.00% | 3,760 | -784 | -17.3% | -$4.74万 | 重新持有 |
| IEMG | ISHARES INC CORE MSCI EMERGING | $23.00万 | 0.00% | 2,777 | 2,777 | — | $23.00万 | 新建仓 |
| AZO | AUTOZONE INC | $23.33万 | 0.00% | 73 | -17 | -18.9% | -$5.43万 | 减仓 |
| CCJ | CAMECO CORP F | $23.38万 | 0.00% | 2,295 | 2,295 | — | $23.38万 | 新建仓 |
| FERG | FERGUSON ENTERPRISES INC | $23.73万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| ARKB | ARK 21SHARES BITCOIN ETF SHS B | $23.74万 | 0.00% | 12,200 | 0 | 0.0% | — | 不变 |
| MTB | M & T BK CORP COM | $23.80万 | 0.00% | 1,000 | -750 | -42.9% | -$17.85万 | 减仓 |
| DD | DUPONT DE NEMOURS INC | $23.99万 | 0.00% | 1,769 | -3,548 | -66.7% | -$48.12万 | 减仓 |
| AVAV | AEROVIRONMENT INC | $24.76万 | 0.00% | 1,500 | -1,500 | -50.0% | -$24.76万 | 减仓 |
| SILJ | AMPLIFY JUNIOR SILVER MINERS | $25.27万 | 0.00% | 9,750 | 250 | 2.6% | $6,480 | 加仓 |
| VT | VANGUARD TOTAL WORLD STOCK ETF | $25.79万 | 0.00% | 1,643 | 1,643 | — | $25.79万 | 新建仓 |
| EQIX | Equinix Inc | $26.16万 | 0.00% | 251 | -3 | -1.2% | -$3,127 | 减仓 |
| RHHBY | ROCHE HLDGS LTD SPONSORED ADR | $26.19万 | 0.00% | 5,100 | 296 | 6.2% | $1.52万 | 加仓 |
| TRGP | TARGA RES CORP | $26.79万 | 0.00% | 999 | 0 | 0.0% | — | 不变 |
| — | WEBSTER FINL CORP | $28.28万 | 0.00% | 3,700 | 0 | 0.0% | — | 不变 |
| UMBF | UMB FINL CORP | $28.55万 | 0.00% | 2,000 | -1,250 | -38.5% | -$17.84万 | 减仓 |
| EMR | EMERSON ELEC CO | $29.10万 | 0.01% | 2,033 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC NEW | $29.23万 | 0.01% | 304 | 31 | 11.4% | $2.98万 | 加仓 |
| STT | STATE STR CORP | $29.82万 | 0.01% | 1,758 | 0 | 0.0% | — | 不变 |
| IBN | ICICI BK LTD F SPONSORED ADR 1 | $29.88万 | 0.01% | 10,294 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $30.09万 | 0.01% | 1,010 | 1,010 | — | $30.09万 | 新建仓 |
| ADBE | ADOBE INC | $30.12万 | 0.01% | 1,469 | -191 | -11.5% | -$3.92万 | 减仓 |
| DEO | DIAGEO PLC F SPONSORED ADR 1 A | $30.73万 | 0.01% | 3,823 | 0 | 0.0% | — | 不变 |
| OKTA | OKTA INC CLASS A | $30.84万 | 0.01% | 2,260 | 2,260 | — | $30.84万 | 新建仓 |
| WTM | WHITE MOUNTAINS INS F DUTCH TE | $31.10万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES RUSSELL MID CAP VALUE | $31.97万 | 0.01% | 1,942 | 0 | 0.0% | — | 不变 |
| CFRHF | CIE FINANCIERE RICHEMO-A REG | $32.12万 | 0.01% | 1,389 | 0 | 0.0% | — | 不变 |
| PHYS | SPROTT PHYSICAL GOLD ETV | $32.19万 | 0.01% | 10,670 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P LP | $32.22万 | 0.01% | 16,850 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $32.54万 | 0.01% | 3,400 | -300 | -8.1% | -$2.87万 | 减仓 |
| ADI | ANALOG DEVICES INC | $32.85万 | 0.01% | 827 | 85 | 11.5% | $3.38万 | 加仓 |
| QQQ | INVSC QQQ TRUST SRS 1 ETF | $33.65万 | 0.01% | 457 | 457 | — | $33.65万 | 新建仓 |
| A | AGILENT TECHNOLOGIES INC | $34.03万 | 0.01% | 2,562 | 0 | 0.0% | — | 不变 |
| QXO | QXO INC COM PAR VALUE $0 00001 | $34.56万 | 0.01% | 20,000 | 0 | 0.0% | — | 不变 |
| TROW | PRICE T ROWE GROUP INC COM | $34.89万 | 0.01% | 3,069 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC COM NEW | $35.07万 | 0.01% | 2,506 | 0 | 0.0% | — | 不变 |
| BHP | BHP GROUP LTD SPONSORED ADR IS | $35.62万 | 0.01% | 4,275 | 25 | 0.6% | $2,083 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $35.99万 | 0.01% | 11,257 | 0 | 0.0% | — | 不变 |
| — | IBERDROLA S A SPONSORED ADR RE | $36.66万 | 0.01% | 3,670 | 0 | 0.0% | — | 不变 |
| — | LYNAS CORPORATION LTD REGISTER | $37.13万 | 0.01% | 29,700 | 29,700 | — | $37.13万 | 新建仓 |
| JCI | JOHNSON CTLS INTL PLC SHS ISIN | $37.78万 | 0.01% | 2,586 | -980 | -27.5% | -$14.32万 | 减仓 |
| PFF | ISHARES TR PFD & INCOME SECS E | $38.11万 | 0.01% | 12,500 | 0 | 0.0% | — | 不变 |
| ARCC | ARES CAP CORP COM | $39.27万 | 0.01% | 21,193 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC | $39.64万 | 0.01% | 1,025 | 0 | 0.0% | — | 不变 |
| — | GOLDSKY RESOURCES CORP | $39.89万 | 0.01% | 174,100 | 142,100 | 444.1% | $32.55万 | 加仓 |
| NKE | NIKE INC CLASS B | $40.50万 | 0.01% | 9,865 | -1,225,272 | -99.2% | -$5,029.74万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS I | $40.53万 | 0.01% | 816 | -25 | -3.0% | -$1.24万 | 减仓 |
| QCOM | QUALCOMM INC | $40.60万 | 0.01% | 2,197 | -190 | -8.0% | -$3.51万 | 减仓 |
| EEM | ISHARES MSCI EMERGING MARKET | $41.05万 | 0.01% | 6,000 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | $41.24万 | 0.01% | 993 | -513 | -34.1% | -$21.30万 | 减仓 |
| CHD | CHURCH & DWIGHT INC COM | $41.66万 | 0.01% | 4,300 | 0 | 0.0% | — | 不变 |
| CDW | CDW CORP | $42.05万 | 0.01% | 2,990 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $42.58万 | 0.01% | 5,028 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TOTAL US STOCK MARKET | $42.79万 | 0.01% | 2,605 | 0 | 0.0% | — | 不变 |
| HYT | BLACKROCK CORPORATE HIGH | $42.80万 | 0.01% | 50,000 | 20,000 | 66.7% | $17.12万 | 加仓 |
| YUM | YUM BRANDS INC | $43.29万 | 0.01% | 2,708 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $43.30万 | 0.01% | 4,012 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC COMMON S | $44.45万 | 0.01% | 2,722 | -185 | -6.4% | -$3.02万 | 减仓 |
| CCK | CROWN HLDGS INC | $44.73万 | 0.01% | 4,000 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY CLARK CORP | $44.76万 | 0.01% | 4,078 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP COM | $44.90万 | 0.01% | 459 | 16 | 3.6% | $1.56万 | 加仓 |
| PGR | PROGRESSIVE CORP OH | $45.28万 | 0.01% | 2,073 | 0 | 0.0% | — | 不变 |
| GDXJ | VANECK JUNIOR GOLD MINERS | $46.03万 | 0.01% | 4,685 | -380 | -7.5% | -$3.73万 | 减仓 |
| SIL | GLOBAL X SILVER MINERS ETF | $46.67万 | 0.01% | 6,025 | 1,275 | 26.8% | $9.88万 | 加仓 |
| SIEGY | SIEMENS A G F SPONSORED ADR 1 | $47.19万 | 0.01% | 2,933 | 66 | 2.3% | $1.06万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $47.33万 | 0.01% | 1,214 | 0 | 0.0% | — | 不变 |
| SYY | Sysco Corp | $47.35万 | 0.01% | 5,665 | -225 | -3.8% | -$1.88万 | 减仓 |
| PSLV | SPROTT PHYSICAL SILVER TRUST | $47.84万 | 0.01% | 25,350 | 0 | 0.0% | — | 不变 |