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 |
|---|---|---|---|---|---|---|---|---|
| — | CONTEMPORARY AMPEREX TECHNOLOG | $316.21万 | 0.05% | 140,786 | 140,786 | — | $316.21万 | 新建仓 |
| ALLE | Allegion PLC | $311.79万 | 0.05% | 22,193 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD INFORMATION TECHNOLO | $293.54万 | 0.05% | 24,560 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD | $280.36万 | 0.05% | 8,228 | -118 | -1.4% | -$4.02万 | 减仓 |
| AMAT | APPLIED MATLS INC | $276.91万 | 0.05% | 3,830 | 31 | 0.8% | $2.24万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $273.67万 | 0.05% | 8,025 | 6,377 | 387.0% | $217.47万 | 加仓 |
| PPG | PPG INDS INC COM | $273.01万 | 0.05% | 22,509 | 19,184 | 577.0% | $232.68万 | 加仓 |
| INTC | INTEL CORP | $272.06万 | 0.05% | 19,484 | -716 | -3.5% | -$10.00万 | 减仓 |
| BAC | BANK OF AMERICA CORP | $271.45万 | 0.05% | 47,640 | 188 | 0.4% | $1.07万 | 加仓 |
| GE | GE AEROSPACE | $269.20万 | 0.05% | 7,203 | -228 | -3.1% | -$8.52万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $266.41万 | 0.05% | 2,308 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $262.46万 | 0.05% | 2,234 | -43 | -1.9% | -$5.05万 | 减仓 |
| LOW | LOWES COS INC | $260.33万 | 0.04% | 11,807 | 4,029 | 51.8% | $88.84万 | 加仓 |
| — | SOUTHERN CROSS GOLD CONS LTD C | $258.06万 | 0.04% | 416,950 | 7,250 | 1.8% | $4.49万 | 加仓 |
| WWD | WOODWARD INC COM | $255.26万 | 0.04% | 6,000 | 0 | 0.0% | — | 不变 |
| — | SUNRISE ENERGY METALS LTD | $235.12万 | 0.04% | 197,025 | 40,100 | 25.6% | $47.85万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $233.09万 | 0.04% | 5,608 | 1,298 | 30.1% | $53.95万 | 加仓 |
| COR | CENCORA INC | $220.55万 | 0.04% | 7,794 | -93 | -1.2% | -$2.63万 | 减仓 |
| SAP | SAP SE F SPONSORED ADR 1 ADR R | $216.74万 | 0.04% | 14,064 | 54 | 0.4% | $8,322 | 加仓 |
| SHOP | SHOPIFY INC F CLASS A | $208.89万 | 0.04% | 18,295 | -417 | -2.2% | -$4.76万 | 减仓 |
| CSX | CSX CORP | $208.70万 | 0.04% | 43,909 | -5,123 | -10.4% | -$24.35万 | 减仓 |
| MKC | MCCORMICK & CO INC COM NON VTG | $206.97万 | 0.04% | 41,050 | -400 | -1.0% | -$2.02万 | 减仓 |
| TRV | TRAVELERS COS INC | $203.12万 | 0.04% | 6,153 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS VANGUARD GR | $202.46万 | 0.03% | 23,504 | -3,232 | -12.1% | -$27.84万 | 减仓 |
| ORCL | ORACLE CORP COM | $200.66万 | 0.03% | 13,692 | -321 | -2.3% | -$4.70万 | 减仓 |
| DIS | WALT DISNEY CO/THE | $196.73万 | 0.03% | 20,439 | -1,108 | -5.1% | -$10.66万 | 减仓 |
| GLD | SPDR GOLD TRUST | $196.01万 | 0.03% | 5,321 | 50 | 0.9% | $1.84万 | 加仓 |
| SBUX | STARBUCKS CORP | $195.42万 | 0.03% | 19,123 | -1,856 | -8.8% | -$18.97万 | 减仓 |
| BX | BLACKSTONE INC | $191.33万 | 0.03% | 16,260 | 1,974 | 13.8% | $23.23万 | 加仓 |
| MMM | 3M CO | $177.18万 | 0.03% | 10,943 | 23 | 0.2% | $3,724 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $177.08万 | 0.03% | 6,547 | 2,585 | 65.2% | $69.92万 | 加仓 |
| AME | AMETEK INC NEW COM | $176.08万 | 0.03% | 7,278 | -200 | -2.7% | -$4.84万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $167.29万 | 0.03% | 5,757 | 5,757 | — | $167.29万 | 新建仓 |
| NOC | NORTHROP GRUMMAN CORP | $161.76万 | 0.03% | 3,176 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORP | $159.73万 | 0.03% | 8,419 | 246 | 3.0% | $4.67万 | 加仓 |
| BMY | BRISTOL MYERS SQUIBB CO | $158.73万 | 0.03% | 27,548 | -3,930 | -12.5% | -$22.64万 | 减仓 |
| CSCO | Cisco Systems Inc | $157.85万 | 0.03% | 13,439 | 842 | 6.7% | $9.89万 | 加仓 |
| AVDV | AVANTIS INTERNATNL SML CP VL E | $157.67万 | 0.03% | 15,300 | 15,300 | — | $157.67万 | 新建仓 |
| PWR | QUANTA SVCS INC | $153.51万 | 0.03% | 2,132 | 736 | 52.7% | $52.99万 | 加仓 |
| ECL | ECOLAB INC | $152.54万 | 0.03% | 5,475 | 3,239 | 144.9% | $90.24万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $151.48万 | 0.03% | 3,302 | 0 | 0.0% | — | 不变 |
| MDY | SPDR S&P MIDCAP 400 ETF TRST | $140.67万 | 0.02% | 2,000 | 600 | 42.9% | $42.20万 | 加仓 |
| STUB | STUBHUB HOLDINGS INC | $139.84万 | 0.02% | 108,654 | -50,000 | -31.5% | -$64.35万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $139.19万 | 0.02% | 5,859 | 0 | 0.0% | — | 不变 |
| NTRS | NORTHERN TRUST CORP | $139.07万 | 0.02% | 8,000 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG-SPONSORED ADR | $137.21万 | 0.02% | 8,755 | -1,083 | -11.0% | -$16.97万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $136.21万 | 0.02% | 8,018 | 0 | 0.0% | — | 不变 |
| UPS | United Parcel Service Cl B | $134.38万 | 0.02% | 12,500 | -290 | -2.3% | -$3.12万 | 减仓 |
| VEA | VANGUARD INTL FD FTSE DEVELOPE | $132.66万 | 0.02% | 18,619 | 3,334 | 21.8% | $23.75万 | 加仓 |
| XYZ | BLOCK INC CL A | $130.58万 | 0.02% | 17,182 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS DIV | $130.14万 | 0.02% | 5,500 | -500 | -8.3% | -$11.83万 | 减仓 |
| — | JOINT CORP | $129.15万 | 0.02% | 147,100 | -2,000 | -1.3% | -$1.76万 | 减仓 |
| CRM | SALESFORCE INC | $128.46万 | 0.02% | 8,200 | -480 | -5.5% | -$7.52万 | 减仓 |
| WFC | WELLS FARGO & CO | $127.81万 | 0.02% | 15,466 | -246 | -1.6% | -$2.03万 | 减仓 |
| COMP | COMPASS INC CLASS A | $125.59万 | 0.02% | 101,860 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $125.41万 | 0.02% | 52,079 | 2,874 | 5.8% | $6.92万 | 加仓 |
| MCK | MCKESSON CORP | $123.84万 | 0.02% | 1,639 | -1,623 | -49.8% | -$122.63万 | 减仓 |
| VST | VISTRA CORP | $122.07万 | 0.02% | 7,695 | 0 | 0.0% | — | 不变 |
| EFX | EQUIFAX INC | $121.42万 | 0.02% | 7,650 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC F | $118.25万 | 0.02% | 2,775 | 416 | 17.6% | $17.73万 | 加仓 |
| MS | MORGAN STANLEY COM NEW | $115.68万 | 0.02% | 5,534 | 228 | 4.3% | $4.77万 | 加仓 |
| IJH | ISHARES CORE S&P MIDCAP ETF | $115.05万 | 0.02% | 14,920 | 10,600 | 245.4% | $81.74万 | 加仓 |
| BP | BP P L C F SPONSORED ADR 1 ADR | $113.32万 | 0.02% | 30,669 | 0 | 0.0% | — | 不变 |
| FLEX | FLEX LTD F | $106.97万 | 0.02% | 6,600 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $104.59万 | 0.02% | 10,535 | -2,070 | -16.4% | -$20.55万 | 减仓 |
| GHC | GRAHAM HLDGS CO COM CL B | $102.16万 | 0.02% | 895 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $101.13万 | 0.02% | 4,672 | 73 | 1.6% | $1.58万 | 加仓 |
| ZTS | ZOETIS INC | $98.79万 | 0.02% | 13,747 | -12,768 | -48.2% | -$91.75万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS I | $98.43万 | 0.02% | 23,247 | 13,915 | 149.1% | $58.92万 | 加仓 |
| EPD | ENTERPRISE PRODS PART LP | $96.59万 | 0.02% | 26,276 | 500 | 1.9% | $1.84万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $96.24万 | 0.02% | 2,420 | 385 | 18.9% | $15.31万 | 加仓 |
| TFC | TRUIST FINL CORP | $93.99万 | 0.02% | 18,865 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO | $92.65万 | 0.02% | 29,309 | -15,800 | -35.0% | -$49.94万 | 减仓 |
| IAU | ISHARES GOLD ETF | $91.97万 | 0.02% | 12,180 | -6,500 | -34.8% | -$49.08万 | 减仓 |
| ADM | ARCHER-DANIELS-MIDLAND CO COM | $91.68万 | 0.02% | 12,000 | 0 | 0.0% | — | 不变 |
| AES | AES CORP | $91.25万 | 0.02% | 62,242 | 0 | 0.0% | — | 不变 |
| OKE | Oneok Inc | $90.90万 | 0.02% | 10,455 | 0 | 0.0% | — | 不变 |
| HON | HONEYWELL INTL INC COM | $90.21万 | 0.02% | 4,029 | -3,654 | -47.6% | -$81.81万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC COM | $89.05万 | 0.02% | 4,028 | 4,028 | — | $89.05万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $87.32万 | 0.02% | 1,714 | -8 | -0.5% | -$4,076 | 减仓 |
| AMLP | ALPS ETF TR ALERIAN MLP ETF NE | $85.55万 | 0.01% | 16,500 | 1,500 | 10.0% | $7.78万 | 加仓 |
| CMI | CUMMINS INC COM | $85.51万 | 0.01% | 1,199 | -43 | -3.5% | -$3.07万 | 减仓 |
| IDXX | IDEXX LABS INC | $84.97万 | 0.01% | 1,614 | -42 | -2.5% | -$2.21万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V F | $84.31万 | 0.01% | 3,000 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT INC | $82.48万 | 0.01% | 3,160 | -12,863 | -80.3% | -$335.74万 | 减仓 |
| IWB | ISHARES RUSSELL 1000 ETF | $81.49万 | 0.01% | 1,990 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC CL C | $80.51万 | 0.01% | 1,866 | 1,866 | — | $80.51万 | 新建仓 |
| APD | AIR PRODUCTS & CHEMICALS INC | $78.28万 | 0.01% | 2,670 | -50 | -1.8% | -$1.47万 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $78.12万 | 0.01% | 3,686 | 0 | 0.0% | — | 不变 |
| GDX | VANECK ETF TR GOLD MINERS ETF | $78.09万 | 0.01% | 10,350 | 1,275 | 14.0% | $9.62万 | 加仓 |
| PAYX | PAYCHEX INC | $77.60万 | 0.01% | 7,892 | -650 | -7.6% | -$6.39万 | 减仓 |
| DAL | DELTA AIR LINES INC | $76.06万 | 0.01% | 8,121 | -1,457 | -15.2% | -$13.65万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $76.03万 | 0.01% | 6,018 | 51 | 0.9% | $6,443 | 加仓 |
| VIK | VIKING HOLDINGS LTD | $75.89万 | 0.01% | 7,250 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $73.55万 | 0.01% | 10,223 | -3,013 | -22.8% | -$21.68万 | 减仓 |
| MPC | MARATHON PETROLEUM CORP COM | $72.97万 | 0.01% | 2,854 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HLDGS INC COM | $72.63万 | 0.01% | 4,075 | 0 | 0.0% | — | 不变 |
| CSL | CARLISLE COS INC | $72.55万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP CLASS EQUITY | $70.95万 | 0.01% | 5,432 | 2,582 | 90.6% | $33.72万 | 加仓 |
| ORLY | O REILLY AUTOMOTIVE INC | $69.21万 | 0.01% | 7,515 | -30 | -0.4% | -$2,763 | 减仓 |