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 |
|---|---|---|---|---|---|---|---|---|
| — | LONDON STOCK EXCHANGE GROUP AD | $9,067.25万 | 1.56% | 3,350,796 | 199,656 | 6.3% | $540.27万 | 加仓 |
| BAM | BROOKFIELD ASSET MANAGEMENT LT | $9,397.74万 | 1.62% | 2,095,371 | -13,872 | -0.7% | -$62.22万 | 减仓 |
| NFLX | NETFLIX INC | $1.05亿 | 1.81% | 1,472,507 | 245,754 | 20.0% | $1,754.68万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORP | $1.07亿 | 1.84% | 243,355 | -25,531 | -9.5% | -$1,117.34万 | 减仓 |
| RACE | FERRARI N V NEW F | $1.11亿 | 1.92% | 299,022 | 46,489 | 18.4% | $1,730.74万 | 加仓 |
| CNI | CANADIAN NATIONAL RAILWAY CO | $1.12亿 | 1.93% | 936,884 | -17,411 | -1.8% | -$207.61万 | 减仓 |
| LIN | Linde PLC | $1.12亿 | 1.93% | 215,395 | 3,905 | 1.8% | $202.65万 | 加仓 |
| SPGI | S&P GLOBAL INC | $1.17亿 | 2.01% | 286,307 | 31,765 | 12.5% | $1,293.66万 | 加仓 |
| CFRUY | CIE FINANCIERE RICHEMONT SA | $1.20亿 | 2.06% | 5,175,170 | -54,148 | -1.0% | -$125.14万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $1.25亿 | 2.16% | 363,117 | -7,005 | -1.9% | -$241.20万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $1.25亿 | 2.16% | 217,073 | -2,000 | -0.9% | -$115.34万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP | $1.26亿 | 2.17% | 1,305,722 | -28,354 | -2.1% | -$272.54万 | 减仓 |
| AON | AON PLC | $1.33亿 | 2.29% | 400,635 | 6,099 | 1.5% | $202.30万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $1.40亿 | 2.42% | 105,306 | 2,503 | 2.4% | $333.41万 | 加仓 |
| FAST | FASTENAL CO COM | $1.49亿 | 2.58% | 3,109,517 | -6,629 | -0.2% | -$31.84万 | 减仓 |
| GOOGL | ALPHABET INC-CL A | $1.54亿 | 2.66% | 430,657 | 11,646 | 2.8% | $416.19万 | 加仓 |
| MKL | MARKEL GROUP INC | $1.57亿 | 2.71% | 80,373 | -125 | -0.2% | -$24.41万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $1.62亿 | 2.80% | 2,250,320 | 580 | 0.0% | $4.19万 | 加仓 |
| COST | COSTCO WHOLESALE CORP | $1.76亿 | 3.03% | 187,973 | -841 | -0.4% | -$78.67万 | 减仓 |
| MA | MASTERCARD INC | $2.00亿 | 3.45% | 389,555 | 12,261 | 3.2% | $629.73万 | 加仓 |
| DE | DEERE & CO | $2.03亿 | 3.51% | 320,538 | -496 | -0.2% | -$31.46万 | 减仓 |
| AAPL | APPLE INC COM | $2.11亿 | 3.64% | 729,750 | 7,115 | 1.0% | $205.88万 | 加仓 |
| MSFT | MICROSOFT CORP | $2.92亿 | 5.04% | 782,942 | 67,929 | 9.5% | $2,533.89万 | 加仓 |
| AMZN | AMAZON COM INC | $2.95亿 | 5.10% | 1,239,568 | 4,337 | 0.4% | $103.37万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC | $4.53亿 | 7.82% | 905,642 | 30,672 | 3.5% | $1,534.80万 | 加仓 |
| GOOG | ALPHABET INC | $4.66亿 | 8.03% | 1,317,984 | -44,294 | -3.3% | -$1,565.04万 | 减仓 |