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 |
|---|---|---|---|---|---|---|---|---|
| GOOG | ALPHABET INC | $4.66亿 | 8.03% | 1,317,984 | -44,294 | -3.3% | -$1,565.04万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC | $4.53亿 | 7.82% | 905,642 | 30,672 | 3.5% | $1,534.80万 | 加仓 |
| AMZN | AMAZON COM INC | $2.95亿 | 5.10% | 1,239,568 | 4,337 | 0.4% | $103.37万 | 加仓 |
| MSFT | MICROSOFT CORP | $2.92亿 | 5.04% | 782,942 | 67,929 | 9.5% | $2,533.89万 | 加仓 |
| AAPL | APPLE INC COM | $2.11亿 | 3.64% | 729,750 | 7,115 | 1.0% | $205.88万 | 加仓 |
| DE | DEERE & CO | $2.03亿 | 3.51% | 320,538 | -496 | -0.2% | -$31.46万 | 减仓 |
| MA | MASTERCARD INC | $2.00亿 | 3.45% | 389,555 | 12,261 | 3.2% | $629.73万 | 加仓 |
| COST | COSTCO WHOLESALE CORP | $1.76亿 | 3.03% | 187,973 | -841 | -0.4% | -$78.67万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $1.62亿 | 2.80% | 2,250,320 | 580 | 0.0% | $4.19万 | 加仓 |
| MKL | MARKEL GROUP INC | $1.57亿 | 2.71% | 80,373 | -125 | -0.2% | -$24.41万 | 减仓 |
| GOOGL | ALPHABET INC-CL A | $1.54亿 | 2.66% | 430,657 | 11,646 | 2.8% | $416.19万 | 加仓 |
| FAST | FASTENAL CO COM | $1.49亿 | 2.58% | 3,109,517 | -6,629 | -0.2% | -$31.84万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $1.40亿 | 2.42% | 105,306 | 2,503 | 2.4% | $333.41万 | 加仓 |
| AON | AON PLC | $1.33亿 | 2.29% | 400,635 | 6,099 | 1.5% | $202.30万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP | $1.26亿 | 2.17% | 1,305,722 | -28,354 | -2.1% | -$272.54万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $1.25亿 | 2.16% | 217,073 | -2,000 | -0.9% | -$115.34万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $1.25亿 | 2.16% | 363,117 | -7,005 | -1.9% | -$241.20万 | 减仓 |
| CFRUY | CIE FINANCIERE RICHEMONT SA | $1.20亿 | 2.06% | 5,175,170 | -54,148 | -1.0% | -$125.14万 | 减仓 |
| SPGI | S&P GLOBAL INC | $1.17亿 | 2.01% | 286,307 | 31,765 | 12.5% | $1,293.66万 | 加仓 |
| LIN | Linde PLC | $1.12亿 | 1.93% | 215,395 | 3,905 | 1.8% | $202.65万 | 加仓 |
| CNI | CANADIAN NATIONAL RAILWAY CO | $1.12亿 | 1.93% | 936,884 | -17,411 | -1.8% | -$207.61万 | 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 |
| TPL | TEXAS PACIFIC LAND CORP | $1.07亿 | 1.84% | 243,355 | -25,531 | -9.5% | -$1,117.34万 | 减仓 |
| NFLX | NETFLIX INC | $1.05亿 | 1.81% | 1,472,507 | 245,754 | 20.0% | $1,754.68万 | 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 |
| — | LONDON STOCK EXCHANGE GROUP AD | $9,067.25万 | 1.56% | 3,350,796 | 199,656 | 6.3% | $540.27万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG CO AD | $8,909.31万 | 1.54% | 186,555 | 134,511 | 258.5% | $6,423.84万 | 加仓 |
| MTD | METTLER-TOLEDO INTL INC | $8,880.48万 | 1.53% | 69,514 | 16,279 | 30.6% | $2,079.66万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC-CL A | $8,087.58万 | 1.40% | 108 | 1 | 0.9% | $74.89万 | 加仓 |
| NSRGY | NESTLE S A | $5,058.45万 | 0.87% | 492,594 | -361,671 | -42.3% | -$3,714.00万 | 减仓 |
| AXP | AMERICAN EXPRESS CO COM | $4,372.46万 | 0.75% | 129,267 | 121 | 0.1% | $4.09万 | 加仓 |
| PG | PROCTER & GAMBLE COMPANY COM | $3,864.52万 | 0.67% | 263,538 | 9,422 | 3.7% | $138.16万 | 加仓 |
| MRK | MERCK & CO. INC. | $3,743.53万 | 0.65% | 291,325 | -1,003 | -0.3% | -$12.89万 | 减仓 |
| CPRT | COPART INC | $3,383.28万 | 0.58% | 1,200,169 | -364,473 | -23.3% | -$1,027.45万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $2,925.10万 | 0.50% | 59,555 | -224 | -0.4% | -$11.00万 | 减仓 |
| LLY | ELI LILLY AND CO | $2,731.58万 | 0.47% | 22,774 | 12,673 | 125.5% | $1,520.04万 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $2,654.66万 | 0.46% | 104,526 | 692 | 0.7% | $17.57万 | 加仓 |
| NVDA | NVIDIA CORP | $2,517.30万 | 0.43% | 125,808 | 4,468 | 3.7% | $89.40万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $2,367.38万 | 0.41% | 72,324 | 1,849 | 2.6% | $60.52万 | 加仓 |
| ASML | ASML HOLDING NV-NY REG SHS | $1,990.04万 | 0.34% | 10,003 | -509 | -4.8% | -$101.26万 | 减仓 |
| V | VISA INC-CLASS A SHARES | $1,937.84万 | 0.33% | 56,482 | -295 | -0.5% | -$10.12万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $1,919.90万 | 0.33% | 117,375 | -385,557 | -76.7% | -$6,306.56万 | 减仓 |
| DOV | DOVER CORP | $1,731.78万 | 0.30% | 77,215 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $1,581.54万 | 0.27% | 115,677 | 2,837 | 2.5% | $38.79万 | 加仓 |
| ABBV | ABBVIE INC | $1,537.22万 | 0.27% | 61,088 | 8,213 | 15.5% | $206.67万 | 加仓 |
| SPY | SPDR S&P 500 ETF TR TR UNIT | $1,425.43万 | 0.25% | 19,088 | 2,181 | 12.9% | $162.87万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1,256.52万 | 0.22% | 25,062 | 219 | 0.9% | $10.98万 | 加仓 |
| SBGSY | SCHNEIDER ELECT SE-UNSP ADR | $1,181.62万 | 0.20% | 181,286 | -4,067 | -2.2% | -$26.51万 | 减仓 |
| KO | THE COCA-COLA CO | $1,172.16万 | 0.20% | 144,230 | -2,180 | -1.5% | -$17.72万 | 减仓 |
| UNP | UNION PAC CORP | $1,145.61万 | 0.20% | 42,118 | 1,210 | 3.0% | $32.91万 | 加仓 |
| DHR | DANAHER CORP | $1,110.32万 | 0.19% | 58,291 | 8 | 0.0% | $1,524 | 加仓 |
| TJX | TJX COS INC NEW | $1,016.14万 | 0.18% | 67,072 | 457 | 0.7% | $6.92万 | 加仓 |
| WMT | WALMART INC | $1,010.90万 | 0.17% | 89,255 | 22,631 | 34.0% | $256.32万 | 加仓 |
| WM | WASTE MANAGEMENT INC | $989.78万 | 0.17% | 44,409 | -172 | -0.4% | -$3.83万 | 减仓 |
| HD | HOME DEPOT INC | $962.12万 | 0.17% | 27,280 | 4,085 | 17.6% | $144.07万 | 加仓 |
| URI | UNITED RENTALS INC | $961.61万 | 0.17% | 8,488 | -134 | -1.6% | -$15.18万 | 减仓 |
| CAT | CATERPILLAR INC | $949.36万 | 0.16% | 8,915 | 4 | 0.0% | $4,260 | 加仓 |
| MELI | MERCADOLIBRE INC | $904.88万 | 0.16% | 5,331 | 236 | 4.6% | $40.06万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING INC | $892.82万 | 0.15% | 39,867 | 14,050 | 54.4% | $314.65万 | 加仓 |
| VOO | VANGUARD INDEX FDS S&P 500 ETF | $853.80万 | 0.15% | 12,431 | 2,518 | 25.4% | $172.94万 | 加仓 |
| MCD | MCDONALD'S CORP | $846.13万 | 0.15% | 31,302 | 5,270 | 20.2% | $142.45万 | 加仓 |
| — | AIRBUS SE - UNSP ADR | $841.50万 | 0.15% | 151,349 | -2,267 | -1.5% | -$12.60万 | 减仓 |
| AVGO | BROADCOM INC | $785.83万 | 0.14% | 20,803 | 4,650 | 28.8% | $175.65万 | 加仓 |
| MCO | MOODY'S CORP | $770.54万 | 0.13% | 17,013 | -176 | -1.0% | -$7.97万 | 减仓 |
| SNPS | SYNOPSYS INC | $741.41万 | 0.13% | 16,621 | -20 | -0.1% | -$8,921 | 减仓 |
| — | L'OREAL-UNSPONSORED ADR | $703.48万 | 0.12% | 80,205 | -1,505 | -1.8% | -$13.20万 | 减仓 |
| META | META PLATFORMS INC CLASS A | $702.65万 | 0.12% | 12,474 | 4,344 | 53.4% | $244.69万 | 加仓 |
| CARR | CARRIER GLOBAL CORP | $686.10万 | 0.12% | 93,538 | -1,163 | -1.2% | -$8.53万 | 减仓 |
| GLW | CORNING INC | $682.13万 | 0.12% | 26,705 | 18 | 0.1% | $4,598 | 加仓 |
| CEG | CONSTELLATION ENERGY | $679.34万 | 0.12% | 27,352 | 5,283 | 23.9% | $131.21万 | 加仓 |
| PEP | PEPSICO INC | $673.36万 | 0.12% | 49,731 | 5,912 | 13.5% | $80.05万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS C | $623.29万 | 0.11% | 22,164 | -565 | -2.5% | -$15.89万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS TAX-EXEMPT | $601.71万 | 0.10% | 118,962 | 118,962 | — | $601.71万 | 新建仓 |
| WAB | WABTEC | $574.27万 | 0.10% | 21,301 | -320 | -1.5% | -$8.63万 | 减仓 |
| CVX | CHEVRON CORP NEW | $561.20万 | 0.10% | 33,856 | 9,307 | 37.9% | $154.27万 | 加仓 |
| CPNG | COUPANG INC | $555.12万 | 0.10% | 319,584 | -25,396 | -7.4% | -$44.11万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $553.90万 | 0.10% | 17,607 | -4,468 | -20.2% | -$140.56万 | 减仓 |
| TSLA | TESLA INC | $544.72万 | 0.09% | 12,951 | 81 | 0.6% | $3.41万 | 加仓 |
| AMD | ADVANCED MICRO DEVICE IN | $542.40万 | 0.09% | 9,337 | 8,211 | 729.2% | $476.99万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $496.31万 | 0.09% | 54,696 | 6,405 | 13.3% | $58.12万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $493.00万 | 0.09% | 21,475 | -2,421 | -10.1% | -$55.58万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $491.02万 | 0.08% | 4,855 | -60 | -1.2% | -$6.07万 | 减仓 |
| BF/B | BROWN FORMAN CORP CLASS B | $476.56万 | 0.08% | 178,823 | -2,125 | -1.2% | -$5.66万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP COM | $461.57万 | 0.08% | 31,918 | -425 | -1.3% | -$6.15万 | 减仓 |
| VRSK | VERISK ANALYTICS INC | $460.62万 | 0.08% | 25,657 | 1,232 | 5.0% | $22.12万 | 加仓 |
| CTAS | CINTAS CORP COM | $432.68万 | 0.07% | 25,440 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES MSCI EAFE ETF | $412.03万 | 0.07% | 39,664 | 16,517 | 71.4% | $171.58万 | 加仓 |
| — | VINCI S A ADR | $406.30万 | 0.07% | 111,421 | -1,431 | -1.3% | -$5.22万 | 减仓 |
| QQQM | INVESCO NASDAQ 100 ETF | $401.74万 | 0.07% | 13,260 | 11,825 | 824.0% | $358.26万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $389.31万 | 0.07% | 44,356 | 15,823 | 55.5% | $138.88万 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $383.09万 | 0.07% | 11,321 | -194,609 | -94.5% | -$6,585.37万 | 减仓 |
| BALL | BALL CORP | $362.42万 | 0.06% | 58,080 | -4,080 | -6.6% | -$25.46万 | 减仓 |
| APH | Amphenol Corp | $360.75万 | 0.06% | 20,460 | 16,900 | 474.7% | $297.98万 | 加仓 |
| ACN | ACCENTURE PLC | $339.30万 | 0.06% | 27,266 | -850 | -3.0% | -$10.58万 | 减仓 |
| CI | THE CIGNA GROUP | $334.65万 | 0.06% | 12,139 | -1,194 | -9.0% | -$32.92万 | 减仓 |
| AMGN | AMGEN INCORPORATED | $324.50万 | 0.06% | 8,961 | 12 | 0.1% | $4,345 | 加仓 |
| CET | CENTRAL SECURITIES CF | $322.25万 | 0.06% | 61,439 | 2,000 | 3.4% | $10.49万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $320.14万 | 0.06% | 17,696 | -711 | -3.9% | -$12.86万 | 减仓 |
| IR | Ingersoll Rand Inc | $320.02万 | 0.06% | 39,032 | 0 | 0.0% | — | 不变 |
| CNM | CORE & MAIN INC-CLASS A | $319.40万 | 0.06% | 66,196 | -470 | -0.7% | -$2.27万 | 减仓 |