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 |
|---|---|---|---|---|---|---|---|---|
| BRK/B | BERKSHIRE HATHAWAY INC | $4.19亿 | 7.68% | 874,970 | -4,091 | -0.5% | -$196.04万 | 减仓 |
| GOOG | ALPHABET INC | $3.91亿 | 7.16% | 1,362,278 | -99,627 | -6.8% | -$2,857.90万 | 减仓 |
| MSFT | MICROSOFT CORP | $2.65亿 | 4.85% | 715,013 | 19,131 | 2.7% | $708.17万 | 加仓 |
| AMZN | AMAZON COM INC | $2.57亿 | 4.71% | 1,235,231 | 33,206 | 2.8% | $691.58万 | 加仓 |
| MA | MASTERCARD INC | $1.89亿 | 3.45% | 377,294 | -861 | -0.2% | -$43.02万 | 减仓 |
| COST | COSTCO WHOLESALE CORP | $1.88亿 | 3.44% | 188,814 | -2,304 | -1.2% | -$229.58万 | 减仓 |
| AAPL | APPLE INC COM | $1.83亿 | 3.36% | 722,635 | -9,789 | -1.3% | -$248.44万 | 减仓 |
| DE | DEERE & CO | $1.81亿 | 3.31% | 321,034 | 10 | 0.0% | $5,633 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $1.62亿 | 2.96% | 2,249,740 | -13,456 | -0.6% | -$96.79万 | 减仓 |
| MKL | MARKEL GROUP INC | $1.54亿 | 2.82% | 80,498 | -1,440 | -1.8% | -$275.63万 | 减仓 |
| FAST | FASTENAL CO COM | $1.45亿 | 2.65% | 3,116,146 | -33,441 | -1.1% | -$155.17万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $1.29亿 | 2.36% | 219,073 | -4,559 | -2.0% | -$268.38万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORP | $1.28亿 | 2.34% | 268,886 | -62,242 | -18.8% | -$2,953.76万 | 减仓 |
| AON | AON PLC | $1.27亿 | 2.33% | 394,536 | 1,921 | 0.5% | $62.01万 | 加仓 |
| GOOGL | ALPHABET INC-CL A | $1.20亿 | 2.21% | 419,011 | -23,509 | -5.3% | -$676.03万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $1.19亿 | 2.18% | 102,803 | 964 | 0.9% | $111.72万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $1.19亿 | 2.17% | 370,122 | -10,822 | -2.8% | -$346.90万 | 减仓 |
| NFLX | NETFLIX INC | $1.18亿 | 2.16% | 1,226,753 | 421,368 | 52.3% | $4,051.45万 | 加仓 |
| SPGI | S&P GLOBAL INC | $1.08亿 | 1.98% | 254,542 | 16,769 | 7.1% | $713.25万 | 加仓 |
| LIN | Linde PLC | $1.05亿 | 1.92% | 211,490 | 7,532 | 3.7% | $373.41万 | 加仓 |
| CNI | CANADIAN NATIONAL RAILWAY CO | $9,807.29万 | 1.80% | 954,295 | -49,225 | -4.9% | -$505.89万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP | $9,666.71万 | 1.77% | 1,334,076 | -221,204 | -14.2% | -$1,602.84万 | 减仓 |
| — | LONDON STOCK EXCHANGE GROUP AD | $9,399.85万 | 1.72% | 3,151,140 | 3,151,140 | — | $9,399.85万 | 新建仓 |
| BAM | BROOKFIELD ASSET MANAGEMENT LT | $9,349.05万 | 1.71% | 2,109,243 | -172,994 | -7.6% | -$766.78万 | 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 |
| AMT | AMERICAN TOWER CORP | $8,679.60万 | 1.59% | 502,932 | -5,953 | -1.2% | -$102.74万 | 减仓 |
| NSRGY | NESTLE S A | $8,465.77万 | 1.55% | 854,265 | -100,202 | -10.5% | -$993.00万 | 减仓 |
| RACE | FERRARI N V NEW F | $8,408.26万 | 1.54% | 252,533 | 252,533 | — | $8,408.26万 | 新建仓 |
| BRK/A | BERKSHIRE HATHAWAY INC-CL A | $7,684.10万 | 1.41% | 107 | 2 | 1.9% | $143.63万 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $7,287.04万 | 1.33% | 205,930 | -152 | -0.1% | -$5.38万 | 减仓 |
| MTD | METTLER-TOLEDO INTL INC | $6,714.00万 | 1.23% | 53,235 | 4,982 | 10.3% | $628.33万 | 加仓 |
| NKE | NIKE INC CLASS B | $6,523.99万 | 1.19% | 1,235,137 | -20,056 | -1.6% | -$105.94万 | 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 |
| AXP | AMERICAN EXPRESS CO COM | $3,906.41万 | 0.72% | 129,146 | -3,303 | -2.5% | -$99.91万 | 减仓 |
| PG | PROCTER & GAMBLE COMPANY COM | $3,670.45万 | 0.67% | 254,116 | -1,923 | -0.8% | -$27.78万 | 减仓 |
| MRK | MERCK & CO. INC. | $3,516.41万 | 0.64% | 292,328 | -15,002 | -4.9% | -$180.46万 | 减仓 |
| JNJ | JOHNSON & JOHNSON COM | $2,538.13万 | 0.46% | 103,834 | -4,513 | -4.2% | -$110.32万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $2,491.23万 | 0.46% | 59,779 | -197 | -0.3% | -$8.21万 | 减仓 |
| NVDA | NVIDIA CORP | $2,116.18万 | 0.39% | 121,340 | 16,582 | 15.8% | $289.19万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $2,073.09万 | 0.38% | 70,475 | 112 | 0.2% | $3.29万 | 加仓 |
| — | EXXON MOBIL CORP | $1,914.44万 | 0.35% | 112,840 | 9 | 0.0% | $1,527 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG CO AD | $1,758.83万 | 0.32% | 52,044 | -6,010 | -10.4% | -$203.11万 | 减仓 |
| V | VISA INC-CLASS A SHARES | $1,716.03万 | 0.31% | 56,777 | -901 | -1.6% | -$27.23万 | 减仓 |
| DOV | DOVER CORP | $1,609.55万 | 0.29% | 77,215 | -2,010 | -2.5% | -$41.90万 | 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 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1,221.12万 | 0.22% | 24,843 | -6 | -0.0% | -$2,949 | 减仓 |
| ABBV | ABBVIE INC | $1,149.98万 | 0.21% | 52,875 | 182 | 0.3% | $3.96万 | 加仓 |
| KO | THE COCA-COLA CO | $1,113.45万 | 0.20% | 146,410 | 400 | 0.3% | $3.04万 | 加仓 |
| DHR | DANAHER CORP | $1,105.04万 | 0.20% | 58,283 | -12 | -0.0% | -$2,275 | 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 |
| TJX | TJX COS INC NEW | $1,063.84万 | 0.19% | 66,615 | -241 | -0.4% | -$3.85万 | 减仓 |
| WM | WASTE MANAGEMENT INC | $1,024.42万 | 0.19% | 44,581 | 1,344 | 3.1% | $30.88万 | 加仓 |
| SBGSY | SCHNEIDER ELECT SE-UNSP ADR | $1,008.88万 | 0.18% | 185,353 | 581 | 0.3% | $3.16万 | 加仓 |
| UNP | UNION PAC CORP | $992.51万 | 0.18% | 40,908 | 5,674 | 16.1% | $137.66万 | 加仓 |
| LLY | ELI LILLY AND CO | $929.06万 | 0.17% | 10,101 | -90 | -0.9% | -$8.28万 | 减仓 |
| MELI | MERCADOLIBRE INC | $880.94万 | 0.16% | 5,095 | 290 | 6.0% | $50.14万 | 加仓 |
| WMT | WALMART INC | $828.00万 | 0.15% | 66,624 | -140 | -0.2% | -$1.74万 | 减仓 |
| MCD | MCDONALD'S CORP | $809.05万 | 0.15% | 26,032 | 11 | 0.0% | $3,419 | 加仓 |
| HD | HOME DEPOT INC | $762.86万 | 0.14% | 23,195 | -162 | -0.7% | -$5.33万 | 减仓 |
| MCO | MOODY'S CORP | $749.85万 | 0.14% | 17,189 | 890 | 5.5% | $38.83万 | 加仓 |
| — | AIRBUS SE - UNSP ADR | $725.84万 | 0.13% | 153,616 | 8,678 | 6.0% | $41.00万 | 加仓 |
| INTU | INTUIT INC | $692.81万 | 0.13% | 16,023 | 3,249 | 25.4% | $140.48万 | 加仓 |
| PEP | PEPSICO INC | $680.47万 | 0.12% | 43,819 | -1,340 | -3.0% | -$20.81万 | 减仓 |
| — | L'OREAL-UNSPONSORED ADR | $669.45万 | 0.12% | 81,710 | -1,825 | -2.2% | -$14.95万 | 减仓 |
| SNPS | SYNOPSYS INC | $659.78万 | 0.12% | 16,641 | 2,943 | 21.5% | $116.68万 | 加仓 |
| CPNG | COUPANG INC | $651.32万 | 0.12% | 344,980 | -2,661,845 | -88.5% | -$5,025.56万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $633.55万 | 0.12% | 22,075 | 4,822 | 27.9% | $138.39万 | 加仓 |
| CAT | CATERPILLAR INC | $631.31万 | 0.12% | 8,911 | -138 | -1.5% | -$9.78万 | 减仓 |
| URI | UNITED RENTALS INC | $628.17万 | 0.12% | 8,622 | -571 | -6.2% | -$41.60万 | 减仓 |
| CEG | CONSTELLATION ENERGY | $616.28万 | 0.11% | 22,069 | 1,231 | 5.9% | $34.38万 | 加仓 |
| VOO | VANGUARD INDEX FDS S&P 500 ETF | $592.35万 | 0.11% | 9,913 | -675 | -6.4% | -$40.33万 | 减仓 |
| ACN | ACCENTURE PLC | $557.51万 | 0.10% | 28,116 | -1,006 | -3.5% | -$19.95万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS C | $550.93万 | 0.10% | 22,729 | 128 | 0.6% | $3.10万 | 加仓 |
| WAB | WABTEC | $540.33万 | 0.10% | 21,621 | 1,461 | 7.2% | $36.51万 | 加仓 |
| CARR | CARRIER GLOBAL CORP | $533.26万 | 0.10% | 94,701 | 10,354 | 12.3% | $58.30万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING INC | $524.55万 | 0.10% | 25,817 | -1,270 | -4.7% | -$25.80万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $517.54万 | 0.09% | 23,896 | -732 | -3.0% | -$15.85万 | 减仓 |
| CVX | CHEVRON CORP NEW | $507.92万 | 0.09% | 24,549 | 263 | 1.1% | $5.44万 | 加仓 |
| AVGO | BROADCOM INC | $499.95万 | 0.09% | 16,153 | -7 | -0.0% | -$2,167 | 减仓 |
| ABT | ABBOTT LABORATORIES | $495.80万 | 0.09% | 48,291 | 90 | 0.2% | $9,240 | 加仓 |
| TSLA | TESLA INC | $478.44万 | 0.09% | 12,870 | -25 | -0.2% | -$9,294 | 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 |
| META | META PLATFORMS INC CLASS A | $465.14万 | 0.09% | 8,130 | -1,155 | -12.4% | -$66.08万 | 减仓 |
| VRSK | VERISK ANALYTICS INC | $463.47万 | 0.08% | 24,425 | 9,630 | 65.1% | $182.73万 | 加仓 |
| CTAS | CINTAS CORP COM | $430.29万 | 0.08% | 25,440 | 0 | 0.0% | — | 不变 |
| — | VINCI S A ADR | $423.53万 | 0.08% | 112,852 | 42,463 | 60.3% | $159.36万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $415.80万 | 0.08% | 4,915 | -27 | -0.5% | -$2.28万 | 减仓 |
| BNY | BANK NEW YORK MELLON COR | $383.69万 | 0.07% | 32,343 | 400 | 1.3% | $4.75万 | 加仓 |
| BALL | BALL CORP | $367.43万 | 0.07% | 62,160 | -6,399 | -9.3% | -$37.82万 | 减仓 |
| GLW | CORNING INC | $362.86万 | 0.07% | 26,687 | 702 | 2.7% | $9.55万 | 加仓 |
| CI | THE CIGNA GROUP | $355.66万 | 0.07% | 13,333 | -7 | -0.1% | -$1,867 | 减仓 |
| — | DASSAULT SYS S A SPONSORED ADR | $339.75万 | 0.06% | 167,696 | 80,245 | 91.8% | $162.58万 | 加仓 |
| CNM | CORE & MAIN INC-CLASS A | $329.33万 | 0.06% | 66,666 | -2,468 | -3.6% | -$12.19万 | 减仓 |
| ALLE | Allegion PLC | $322.44万 | 0.06% | 22,193 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $316.30万 | 0.06% | 98,812 | -22,361 | -18.5% | -$71.58万 | 减仓 |
| AMGN | AMGEN INCORPORATED | $314.87万 | 0.06% | 8,949 | -415 | -4.4% | -$14.60万 | 减仓 |
| ZTS | ZOETIS INC | $313.43万 | 0.06% | 26,515 | -5,595 | -17.4% | -$66.14万 | 减仓 |
| IR | Ingersoll Rand Inc | $312.72万 | 0.06% | 39,032 | 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 |
| CET | CENTRAL SECURITIES CF | $295.17万 | 0.05% | 59,439 | 0 | 0.0% | — | 不变 |