Douglass Winthrop Advisors, LLC
NEW YORK NY · SEC CIK 0001308527
$54.62亿2026Q1 申报市值
303持仓数
43.7%前十大占比 · 第一大 7.7%
14 / 19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
LONDON STOCK EXC 新建仓+$9,399.85万
RACE 新建仓+$8,408.26万
NFLX 加仓+$4,051.45万
CPRT 加仓+$3,915.55万
SPGI 加仓+$713.25万
2026Q1 卖出最多 按季末市值估算
TSCO 减仓-$7,065.53万
CPNG 减仓-$5,025.56万
TPL 减仓-$2,953.76万
GOOG 减仓-$2,857.90万
MNST 减仓-$1,602.84万
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 |
|---|---|---|---|---|---|---|---|---|
| SBUX | STARBUCKS CORP | $187.95万 | 0.03% | 20,979 | -5,979 | -22.2% | -$53.57万 | 减仓 |
| BMY | BRISTOL MYERS SQUIBB CO | $190.91万 | 0.03% | 31,478 | 101 | 0.3% | $6,126 | 加仓 |
| VUG | VANGUARD INDEX FDS VANGUARD GR | $194.63万 | 0.04% | 4,456 | 26 | 0.6% | $1.14万 | 加仓 |
| GEV | GE VERNOVA INC | $198.76万 | 0.04% | 2,277 | 89 | 4.1% | $7.77万 | 加仓 |
| CSX | CSX CORP | $201.28万 | 0.04% | 49,032 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO | $204.34万 | 0.04% | 45,109 | -1,559,720 | -97.2% | -$7,065.53万 | 减仓 |
| ORCL | ORACLE CORP COM | $206.15万 | 0.04% | 14,013 | 33 | 0.2% | $4,855 | 加仓 |
| DIS | WALT DISNEY CO/THE | $207.67万 | 0.04% | 21,547 | -643 | -2.9% | -$6.20万 | 减仓 |
| MKC | MCCORMICK & CO INC COM NON VTG | $209.07万 | 0.04% | 41,450 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $210.87万 | 0.04% | 7,431 | -1,094 | -12.8% | -$31.04万 | 减仓 |
| VGT | VANGUARD INFORMATION TECHNOLO | $214.20万 | 0.04% | 3,070 | -125 | -3.9% | -$8.72万 | 减仓 |
| WWD | WOODWARD INC COM | $214.75万 | 0.04% | 6,000 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $216.68万 | 0.04% | 3,176 | -10 | -0.3% | -$6,822 | 减仓 |
| SHOP | SHOPIFY INC F CLASS A | $221.96万 | 0.04% | 18,712 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES MSCI EAFE ETF | $224.83万 | 0.04% | 23,147 | -2,726 | -10.5% | -$26.48万 | 减仓 |
| GLD | SPDR GOLD TRUST | $226.81万 | 0.04% | 5,271 | -511 | -8.8% | -$21.99万 | 减仓 |
| BAC | BANK OF AMERICA CORP | $231.33万 | 0.04% | 47,452 | 48 | 0.1% | $2,340 | 加仓 |
| SAP | SAP SE F SPONSORED ADR 1 ADR R | $239.87万 | 0.04% | 14,010 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC | $247.76万 | 0.05% | 7,887 | -140 | -1.7% | -$4.40万 | 减仓 |
| — | SOUTHERN CROSS GOLD CONS LTD C | $259.84万 | 0.05% | 409,700 | 13,100 | 3.3% | $8.31万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $265.01万 | 0.05% | 28,533 | -806 | -2.7% | -$7.49万 | 减仓 |
| CB | CHUBB LTD | $272.02万 | 0.05% | 8,346 | -825 | -9.0% | -$26.89万 | 减仓 |
| MCK | MCKESSON CORP | $282.28万 | 0.05% | 3,262 | 1,715 | 110.9% | $148.41万 | 加仓 |
| CET | CENTRAL SECURITIES CF | $295.17万 | 0.05% | 59,439 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $304.34万 | 0.06% | 18,407 | 63 | 0.3% | $1.04万 | 加仓 |
| IR | Ingersoll Rand Inc | $312.72万 | 0.06% | 39,032 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $313.43万 | 0.06% | 26,515 | -5,595 | -17.4% | -$66.14万 | 减仓 |
| AMGN | AMGEN INCORPORATED | $314.87万 | 0.06% | 8,949 | -415 | -4.4% | -$14.60万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $316.30万 | 0.06% | 98,812 | -22,361 | -18.5% | -$71.58万 | 减仓 |
| ALLE | Allegion PLC | $322.44万 | 0.06% | 22,193 | 0 | 0.0% | — | 不变 |
| CNM | CORE & MAIN INC-CLASS A | $329.33万 | 0.06% | 66,666 | -2,468 | -3.6% | -$12.19万 | 减仓 |
| — | DASSAULT SYS S A SPONSORED ADR | $339.75万 | 0.06% | 167,696 | 80,245 | 91.8% | $162.58万 | 加仓 |
| CI | THE CIGNA GROUP | $355.66万 | 0.07% | 13,333 | -7 | -0.1% | -$1,867 | 减仓 |
| GLW | CORNING INC | $362.86万 | 0.07% | 26,687 | 702 | 2.7% | $9.55万 | 加仓 |
| BALL | BALL CORP | $367.43万 | 0.07% | 62,160 | -6,399 | -9.3% | -$37.82万 | 减仓 |
| BNY | BANK NEW YORK MELLON COR | $383.69万 | 0.07% | 32,343 | 400 | 1.3% | $4.75万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $415.80万 | 0.08% | 4,915 | -27 | -0.5% | -$2.28万 | 减仓 |
| — | VINCI S A ADR | $423.53万 | 0.08% | 112,852 | 42,463 | 60.3% | $159.36万 | 加仓 |
| CTAS | CINTAS CORP COM | $430.29万 | 0.08% | 25,440 | 0 | 0.0% | — | 不变 |
| VRSK | VERISK ANALYTICS INC | $463.47万 | 0.08% | 24,425 | 9,630 | 65.1% | $182.73万 | 加仓 |
| META | META PLATFORMS INC CLASS A | $465.14万 | 0.09% | 8,130 | -1,155 | -12.4% | -$66.08万 | 减仓 |
| BF/B | BROWN FORMAN CORP CLASS B | $478.43万 | 0.09% | 180,948 | -14,500 | -7.4% | -$38.34万 | 减仓 |
| TSLA | TESLA INC | $478.44万 | 0.09% | 12,870 | -25 | -0.2% | -$9,294 | 减仓 |
| ABT | ABBOTT LABORATORIES | $495.80万 | 0.09% | 48,291 | 90 | 0.2% | $9,240 | 加仓 |
| AVGO | BROADCOM INC | $499.95万 | 0.09% | 16,153 | -7 | -0.0% | -$2,167 | 减仓 |
| CVX | CHEVRON CORP NEW | $507.92万 | 0.09% | 24,549 | 263 | 1.1% | $5.44万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $517.54万 | 0.09% | 23,896 | -732 | -3.0% | -$15.85万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING INC | $524.55万 | 0.10% | 25,817 | -1,270 | -4.7% | -$25.80万 | 减仓 |
| CARR | CARRIER GLOBAL CORP | $533.26万 | 0.10% | 94,701 | 10,354 | 12.3% | $58.30万 | 加仓 |
| WAB | WABTEC | $540.33万 | 0.10% | 21,621 | 1,461 | 7.2% | $36.51万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS C | $550.93万 | 0.10% | 22,729 | 128 | 0.6% | $3.10万 | 加仓 |
| ACN | ACCENTURE PLC | $557.51万 | 0.10% | 28,116 | -1,006 | -3.5% | -$19.95万 | 减仓 |
| VOO | VANGUARD INDEX FDS S&P 500 ETF | $592.35万 | 0.11% | 9,913 | -675 | -6.4% | -$40.33万 | 减仓 |
| CEG | CONSTELLATION ENERGY | $616.28万 | 0.11% | 22,069 | 1,231 | 5.9% | $34.38万 | 加仓 |
| URI | UNITED RENTALS INC | $628.17万 | 0.12% | 8,622 | -571 | -6.2% | -$41.60万 | 减仓 |
| CAT | CATERPILLAR INC | $631.31万 | 0.12% | 8,911 | -138 | -1.5% | -$9.78万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $633.55万 | 0.12% | 22,075 | 4,822 | 27.9% | $138.39万 | 加仓 |
| CPNG | COUPANG INC | $651.32万 | 0.12% | 344,980 | -2,661,845 | -88.5% | -$5,025.56万 | 减仓 |
| SNPS | SYNOPSYS INC | $659.78万 | 0.12% | 16,641 | 2,943 | 21.5% | $116.68万 | 加仓 |
| — | L'OREAL-UNSPONSORED ADR | $669.45万 | 0.12% | 81,710 | -1,825 | -2.2% | -$14.95万 | 减仓 |
| PEP | PEPSICO INC | $680.47万 | 0.12% | 43,819 | -1,340 | -3.0% | -$20.81万 | 减仓 |
| INTU | INTUIT INC | $692.81万 | 0.13% | 16,023 | 3,249 | 25.4% | $140.48万 | 加仓 |
| — | AIRBUS SE - UNSP ADR | $725.84万 | 0.13% | 153,616 | 8,678 | 6.0% | $41.00万 | 加仓 |
| MCO | MOODY'S CORP | $749.85万 | 0.14% | 17,189 | 890 | 5.5% | $38.83万 | 加仓 |
| HD | HOME DEPOT INC | $762.86万 | 0.14% | 23,195 | -162 | -0.7% | -$5.33万 | 减仓 |
| MCD | MCDONALD'S CORP | $809.05万 | 0.15% | 26,032 | 11 | 0.0% | $3,419 | 加仓 |
| WMT | WALMART INC | $828.00万 | 0.15% | 66,624 | -140 | -0.2% | -$1.74万 | 减仓 |
| MELI | MERCADOLIBRE INC | $880.94万 | 0.16% | 5,095 | 290 | 6.0% | $50.14万 | 加仓 |
| LLY | ELI LILLY AND CO | $929.06万 | 0.17% | 10,101 | -90 | -0.9% | -$8.28万 | 减仓 |
| UNP | UNION PAC CORP | $992.51万 | 0.18% | 40,908 | 5,674 | 16.1% | $137.66万 | 加仓 |
| SBGSY | SCHNEIDER ELECT SE-UNSP ADR | $1,008.88万 | 0.18% | 185,353 | 581 | 0.3% | $3.16万 | 加仓 |
| WM | WASTE MANAGEMENT INC | $1,024.42万 | 0.19% | 44,581 | 1,344 | 3.1% | $30.88万 | 加仓 |
| TJX | TJX COS INC NEW | $1,063.84万 | 0.19% | 66,615 | -241 | -0.4% | -$3.85万 | 减仓 |
| SPY | SPDR S&P 500 ETF TR TR UNIT | $1,099.53万 | 0.20% | 16,907 | -4,161 | -19.8% | -$270.61万 | 减仓 |
| DHR | DANAHER CORP | $1,105.04万 | 0.20% | 58,283 | -12 | -0.0% | -$2,275 | 减仓 |
| KO | THE COCA-COLA CO | $1,113.45万 | 0.20% | 146,410 | 400 | 0.3% | $3.04万 | 加仓 |
| ABBV | ABBVIE INC | $1,149.98万 | 0.21% | 52,875 | 182 | 0.3% | $3.96万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1,221.12万 | 0.22% | 24,843 | -6 | -0.0% | -$2,949 | 减仓 |
| ASML | ASML HOLDING NV-NY REG SHS | $1,388.46万 | 0.25% | 10,512 | -2,577 | -19.7% | -$340.38万 | 减仓 |
| DOV | DOVER CORP | $1,609.55万 | 0.29% | 77,215 | -2,010 | -2.5% | -$41.90万 | 减仓 |
| V | VISA INC-CLASS A SHARES | $1,716.03万 | 0.31% | 56,777 | -901 | -1.6% | -$27.23万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG CO AD | $1,758.83万 | 0.32% | 52,044 | -6,010 | -10.4% | -$203.11万 | 减仓 |
| — | EXXON MOBIL CORP | $1,914.44万 | 0.35% | 112,840 | 9 | 0.0% | $1,527 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $2,073.09万 | 0.38% | 70,475 | 112 | 0.2% | $3.29万 | 加仓 |
| NVDA | NVIDIA CORP | $2,116.18万 | 0.39% | 121,340 | 16,582 | 15.8% | $289.19万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $2,491.23万 | 0.46% | 59,779 | -197 | -0.3% | -$8.21万 | 减仓 |
| JNJ | JOHNSON & JOHNSON COM | $2,538.13万 | 0.46% | 103,834 | -4,513 | -4.2% | -$110.32万 | 减仓 |
| MRK | MERCK & CO. INC. | $3,516.41万 | 0.64% | 292,328 | -15,002 | -4.9% | -$180.46万 | 减仓 |
| PG | PROCTER & GAMBLE COMPANY COM | $3,670.45万 | 0.67% | 254,116 | -1,923 | -0.8% | -$27.78万 | 减仓 |
| AXP | AMERICAN EXPRESS CO COM | $3,906.41万 | 0.72% | 129,146 | -3,303 | -2.5% | -$99.91万 | 减仓 |
| CPRT | COPART INC | $5,194.61万 | 0.95% | 1,564,642 | 1,179,384 | 306.1% | $3,915.55万 | 加仓 |
| NKE | NIKE INC CLASS B | $6,523.99万 | 1.19% | 1,235,137 | -20,056 | -1.6% | -$105.94万 | 减仓 |
| MTD | METTLER-TOLEDO INTL INC | $6,714.00万 | 1.23% | 53,235 | 4,982 | 10.3% | $628.33万 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $7,287.04万 | 1.33% | 205,930 | -152 | -0.1% | -$5.38万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC-CL A | $7,684.10万 | 1.41% | 107 | 2 | 1.9% | $143.63万 | 加仓 |
| RACE | FERRARI N V NEW F | $8,408.26万 | 1.54% | 252,533 | 252,533 | — | $8,408.26万 | 新建仓 |
| NSRGY | NESTLE S A | $8,465.77万 | 1.55% | 854,265 | -100,202 | -10.5% | -$993.00万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $8,679.60万 | 1.59% | 502,932 | -5,953 | -1.2% | -$102.74万 | 减仓 |
| CFRUY | CIE FINANCIERE RICHEMONT SA | $9,240.20万 | 1.69% | 5,229,318 | -124,884 | -2.3% | -$220.67万 | 减仓 |
| BAM | BROOKFIELD ASSET MANAGEMENT LT | $9,349.05万 | 1.71% | 2,109,243 | -172,994 | -7.6% | -$766.78万 | 减仓 |