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 |
|---|---|---|---|---|---|---|---|---|
| — | LONDON STOCK EXCHANGE GROUP AD | $9,399.85万 | 1.72% | 3,151,140 | 3,151,140 | — | $9,399.85万 | 新建仓 |
| MNST | MONSTER BEVERAGE CORP | $9,666.71万 | 1.77% | 1,334,076 | -221,204 | -14.2% | -$1,602.84万 | 减仓 |
| CNI | CANADIAN NATIONAL RAILWAY CO | $9,807.29万 | 1.80% | 954,295 | -49,225 | -4.9% | -$505.89万 | 减仓 |
| LIN | Linde PLC | $1.05亿 | 1.92% | 211,490 | 7,532 | 3.7% | $373.41万 | 加仓 |
| SPGI | S&P GLOBAL INC | $1.08亿 | 1.98% | 254,542 | 16,769 | 7.1% | $713.25万 | 加仓 |
| NFLX | NETFLIX INC | $1.18亿 | 2.16% | 1,226,753 | 421,368 | 52.3% | $4,051.45万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $1.19亿 | 2.17% | 370,122 | -10,822 | -2.8% | -$346.90万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $1.19亿 | 2.18% | 102,803 | 964 | 0.9% | $111.72万 | 加仓 |
| GOOGL | ALPHABET INC-CL A | $1.20亿 | 2.21% | 419,011 | -23,509 | -5.3% | -$676.03万 | 减仓 |
| AON | AON PLC | $1.27亿 | 2.33% | 394,536 | 1,921 | 0.5% | $62.01万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORP | $1.28亿 | 2.34% | 268,886 | -62,242 | -18.8% | -$2,953.76万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $1.29亿 | 2.36% | 219,073 | -4,559 | -2.0% | -$268.38万 | 减仓 |
| FAST | FASTENAL CO COM | $1.45亿 | 2.65% | 3,116,146 | -33,441 | -1.1% | -$155.17万 | 减仓 |
| MKL | MARKEL GROUP INC | $1.54亿 | 2.82% | 80,498 | -1,440 | -1.8% | -$275.63万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $1.62亿 | 2.96% | 2,249,740 | -13,456 | -0.6% | -$96.79万 | 减仓 |
| DE | DEERE & CO | $1.81亿 | 3.31% | 321,034 | 10 | 0.0% | $5,633 | 加仓 |
| AAPL | APPLE INC COM | $1.83亿 | 3.36% | 722,635 | -9,789 | -1.3% | -$248.44万 | 减仓 |
| COST | COSTCO WHOLESALE CORP | $1.88亿 | 3.44% | 188,814 | -2,304 | -1.2% | -$229.58万 | 减仓 |
| MA | MASTERCARD INC | $1.89亿 | 3.45% | 377,294 | -861 | -0.2% | -$43.02万 | 减仓 |
| AMZN | AMAZON COM INC | $2.57亿 | 4.71% | 1,235,231 | 33,206 | 2.8% | $691.58万 | 加仓 |
| MSFT | MICROSOFT CORP | $2.65亿 | 4.85% | 715,013 | 19,131 | 2.7% | $708.17万 | 加仓 |
| GOOG | ALPHABET INC | $3.91亿 | 7.16% | 1,362,278 | -99,627 | -6.8% | -$2,857.90万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC | $4.19亿 | 7.68% | 874,970 | -4,091 | -0.5% | -$196.04万 | 减仓 |