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 |
|---|---|---|---|---|---|---|---|---|
| MCK | MCKESSON CORP | $282.28万 | 0.05% | 3,262 | 1,715 | 110.9% | $148.41万 | 加仓 |
| CB | CHUBB LTD | $272.02万 | 0.05% | 8,346 | -825 | -9.0% | -$26.89万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $265.01万 | 0.05% | 28,533 | -806 | -2.7% | -$7.49万 | 减仓 |
| — | SOUTHERN CROSS GOLD CONS LTD C | $259.84万 | 0.05% | 409,700 | 13,100 | 3.3% | $8.31万 | 加仓 |
| COR | CENCORA INC | $247.76万 | 0.05% | 7,887 | -140 | -1.7% | -$4.40万 | 减仓 |
| SAP | SAP SE F SPONSORED ADR 1 ADR R | $239.87万 | 0.04% | 14,010 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMERICA CORP | $231.33万 | 0.04% | 47,452 | 48 | 0.1% | $2,340 | 加仓 |
| GLD | SPDR GOLD TRUST | $226.81万 | 0.04% | 5,271 | -511 | -8.8% | -$21.99万 | 减仓 |
| EFA | ISHARES MSCI EAFE ETF | $224.83万 | 0.04% | 23,147 | -2,726 | -10.5% | -$26.48万 | 减仓 |
| SHOP | SHOPIFY INC F CLASS A | $221.96万 | 0.04% | 18,712 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $216.68万 | 0.04% | 3,176 | -10 | -0.3% | -$6,822 | 减仓 |
| WWD | WOODWARD INC COM | $214.75万 | 0.04% | 6,000 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD INFORMATION TECHNOLO | $214.20万 | 0.04% | 3,070 | -125 | -3.9% | -$8.72万 | 减仓 |
| GE | GE AEROSPACE | $210.87万 | 0.04% | 7,431 | -1,094 | -12.8% | -$31.04万 | 减仓 |
| MKC | MCCORMICK & CO INC COM NON VTG | $209.07万 | 0.04% | 41,450 | 0 | 0.0% | — | 不变 |
| DIS | WALT DISNEY CO/THE | $207.67万 | 0.04% | 21,547 | -643 | -2.9% | -$6.20万 | 减仓 |
| ORCL | ORACLE CORP COM | $206.15万 | 0.04% | 14,013 | 33 | 0.2% | $4,855 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $204.34万 | 0.04% | 45,109 | -1,559,720 | -97.2% | -$7,065.53万 | 减仓 |
| CSX | CSX CORP | $201.28万 | 0.04% | 49,032 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $198.76万 | 0.04% | 2,277 | 89 | 4.1% | $7.77万 | 加仓 |
| VUG | VANGUARD INDEX FDS VANGUARD GR | $194.63万 | 0.04% | 4,456 | 26 | 0.6% | $1.14万 | 加仓 |
| BMY | BRISTOL MYERS SQUIBB CO | $190.91万 | 0.03% | 31,478 | 101 | 0.3% | $6,126 | 加仓 |
| SBUX | STARBUCKS CORP | $187.95万 | 0.03% | 20,979 | -5,979 | -22.2% | -$53.57万 | 减仓 |
| LOW | LOWES COS INC | $183.78万 | 0.03% | 7,778 | -73 | -0.9% | -$1.72万 | 减仓 |
| TRV | TRAVELERS COS INC | $179.47万 | 0.03% | 6,153 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $173.66万 | 0.03% | 7,683 | -179 | -2.3% | -$4.05万 | 减仓 |
| IAU | ISHARES GOLD ETF | $164.68万 | 0.03% | 18,680 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $164.27万 | 0.03% | 14,286 | -886 | -5.8% | -$10.19万 | 减仓 |
| CRM | SALESFORCE INC | $162.03万 | 0.03% | 8,680 | -1,230 | -12.4% | -$22.96万 | 减仓 |
| AME | AMETEK INC NEW COM | $160.30万 | 0.03% | 7,478 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $158.59万 | 0.03% | 10,920 | -4,091 | -27.3% | -$59.41万 | 减仓 |
| RTX | RTX CORP | $157.66万 | 0.03% | 8,173 | 46 | 0.6% | $8,873 | 加仓 |
| NVS | NOVARTIS AG-SPONSORED ADR | $150.28万 | 0.03% | 9,838 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC | $146.74万 | 0.03% | 3,302 | 0 | 0.0% | — | 不变 |
| BP | BP P L C F SPONSORED ADR 1 ADR | $144.14万 | 0.03% | 30,669 | 350 | 1.2% | $1.65万 | 加仓 |
| PFE | PFIZER INC | $138.17万 | 0.03% | 49,205 | -2,562 | -4.9% | -$7.19万 | 减仓 |
| EFX | EQUIFAX INC | $137.75万 | 0.03% | 7,650 | -60 | -0.8% | -$1.08万 | 减仓 |
| — | JOINT CORP | $131.95万 | 0.02% | 149,100 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $131.79万 | 0.02% | 12,605 | 2,760 | 28.0% | $28.86万 | 加仓 |
| AMAT | APPLIED MATLS INC | $129.85万 | 0.02% | 3,799 | -125 | -3.2% | -$4.27万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS DIV | $129.04万 | 0.02% | 6,000 | -650 | -9.8% | -$13.98万 | 减仓 |
| UPS | United Parcel Service Cl B | $125.83万 | 0.02% | 12,790 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $125.08万 | 0.02% | 15,712 | -182 | -1.1% | -$1.45万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $123.81万 | 0.02% | 5,859 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $116.62万 | 0.02% | 4,310 | 2,388 | 124.2% | $64.62万 | 加仓 |
| VST | VISTRA CORP | $115.68万 | 0.02% | 7,695 | 0 | 0.0% | — | 不变 |
| NTRS | NORTHERN TRUST CORP | $111.66万 | 0.02% | 8,000 | -206 | -2.5% | -$2.88万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $104.08万 | 0.02% | 1,722 | -52 | -2.9% | -$3.14万 | 减仓 |
| XYZ | BLOCK INC CL A | $103.40万 | 0.02% | 17,182 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $103.13万 | 0.02% | 3,962 | 125 | 3.3% | $3.25万 | 加仓 |
| STUB | STUBHUB HOLDINGS INC | $99.00万 | 0.02% | 158,654 | 158,654 | — | $99.00万 | 新建仓 |
| ANET | ARISTA NETWORKS INC | $98.44万 | 0.02% | 8,018 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD INTL FD FTSE DEVELOPE | $97.95万 | 0.02% | 15,285 | 0 | 0.0% | — | 不变 |
| CSCO | Cisco Systems Inc | $97.74万 | 0.02% | 12,597 | -1,747 | -12.2% | -$13.55万 | 减仓 |
| EPD | ENTERPRISE PRODS PART LP | $97.54万 | 0.02% | 25,776 | 0 | 0.0% | — | 不变 |
| GHC | GRAHAM HLDGS CO COM CL B | $94.62万 | 0.02% | 895 | 0 | 0.0% | — | 不变 |
| OKE | Oneok Inc | $94.50万 | 0.02% | 10,455 | 0 | 0.0% | — | 不变 |
| — | SUNRISE ENERGY METALS LTD | $94.45万 | 0.02% | 156,925 | 34,675 | 28.4% | $20.87万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANG | $93.99万 | 0.02% | 5,976 | -220 | -3.6% | -$3.46万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $93.81万 | 0.02% | 2,035 | 19 | 0.9% | $8,759 | 加仓 |
| IDXX | IDEXX LABS INC | $93.05万 | 0.02% | 1,656 | -6 | -0.4% | -$3,371 | 减仓 |
| BA | BOEING CO | $91.53万 | 0.02% | 4,599 | -146 | -3.1% | -$2.91万 | 减仓 |
| INTC | INTEL CORP | $89.14万 | 0.02% | 20,200 | -591 | -2.8% | -$2.61万 | 减仓 |
| AES | AES CORP | $87.70万 | 0.02% | 62,242 | -925 | -1.5% | -$1.30万 | 减仓 |
| MO | ALTRIA GROUP INC | $87.34万 | 0.02% | 13,236 | -589 | -4.3% | -$3.89万 | 减仓 |
| MS | MORGAN STANLEY COM NEW | $87.33万 | 0.02% | 5,306 | -44 | -0.8% | -$7,242 | 减仓 |
| ADM | ARCHER-DANIELS-MIDLAND CO COM | $87.23万 | 0.02% | 12,000 | 0 | 0.0% | — | 不变 |
| ROL | ROLLINS ORD SHS | $87.12万 | 0.02% | 16,312 | -18 | -0.1% | -$961 | 减仓 |
| TFC | TRUIST FINL CORP | $86.72万 | 0.02% | 18,865 | 0 | 0.0% | — | 不变 |
| MDY | SPDR S&P MIDCAP 400 ETF TRST | $86.35万 | 0.02% | 1,400 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC F | $84.37万 | 0.02% | 2,359 | -254 | -9.7% | -$9.08万 | 减仓 |
| GDX | VANECK ETF TR GOLD MINERS ETF | $83.28万 | 0.02% | 9,075 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $83.16万 | 0.02% | 5,967 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS & CHEMICALS INC | $79.01万 | 0.01% | 2,720 | 50 | 1.9% | $1.45万 | 加仓 |
| AMLP | ALPS ETF TR ALERIAN MLP ETF NE | $78.96万 | 0.01% | 15,000 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $78.69万 | 0.01% | 8,542 | -100 | -1.2% | -$9,212 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $77.97万 | 0.01% | 2,308 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $76.64万 | 0.01% | 1,396 | -28 | -2.0% | -$1.54万 | 减仓 |
| COMP | COMPASS INC CLASS A | $74.46万 | 0.01% | 101,860 | -300 | -0.3% | -$2,193 | 减仓 |
| SHEL | SHELL PLC-ADR | $73.02万 | 0.01% | 7,852 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS INC | $72.24万 | 0.01% | 3,686 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES RUSSELL 1000 ETF | $70.96万 | 0.01% | 1,990 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN ETF | $69.97万 | 0.01% | 18,213 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETROLEUM CORP COM | $69.69万 | 0.01% | 2,854 | 0 | 0.0% | — | 不变 |
| ORLY | O REILLY AUTOMOTIVE INC | $69.65万 | 0.01% | 7,545 | -1,800 | -19.3% | -$16.62万 | 减仓 |
| BKNG | BOOKING HLDGS INC COM | $68.63万 | 0.01% | 163 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC COM | $66.82万 | 0.01% | 1,242 | 50 | 4.2% | $2.69万 | 加仓 |
| CSL | CARLISLE COS INC | $66.72万 | 0.01% | 2,000 | -8 | -0.4% | -$2,669 | 减仓 |
| SYK | STRYKER CORP | $66.64万 | 0.01% | 2,028 | -568 | -21.9% | -$18.66万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | $65.36万 | 0.01% | 1,506 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC | $63.67万 | 0.01% | 9,578 | 0 | 0.0% | — | 不变 |
| — | BNP PARIBAS F SPONSORED ADR 1 | $62.44万 | 0.01% | 13,120 | -21,833 | -62.5% | -$103.90万 | 减仓 |
| GEL | GENESIS ENERGY L P LP | $62.41万 | 0.01% | 35,000 | 0 | 0.0% | — | 不变 |
| PSLV | SPROTT PHYSICAL SILVER TRUST | $61.83万 | 0.01% | 25,350 | 0 | 0.0% | — | 不变 |
| RPM | RPM INTL INC COM | $61.13万 | 0.01% | 6,150 | 0 | 0.0% | — | 不变 |
| GDXJ | VANECK JUNIOR GOLD MINERS | $60.80万 | 0.01% | 5,065 | 415 | 8.9% | $4.98万 | 加仓 |
| MDLZ | MONDELEZ INTL INC CLASS A | $60.48万 | 0.01% | 10,492 | 40 | 0.4% | $2,306 | 加仓 |
| RSG | REPUBLIC SVCS INC | $60.32万 | 0.01% | 2,754 | -18 | -0.6% | -$3,942 | 减仓 |
| ECL | ECOLAB INC | $59.48万 | 0.01% | 2,236 | 62 | 2.9% | $1.65万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V F | $59.06万 | 0.01% | 3,000 | 0 | 0.0% | — | 不变 |