Reynders McVeigh Capital Management, LLC
BOSTON MA · SEC CIK 0001455969
$19.82亿2026Q1 申报市值
195持仓数
40.9%前十大占比 · 第一大 8.4%
11 / 14新建仓 / 清仓
26Q1
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
AVGO 加仓+$418.53万
SN 加仓+$408.06万
AMAT 加仓+$334.58万
MSFT 加仓+$247.20万
SOFI 加仓+$222.19万
2026Q1 卖出最多 按季末市值估算
BRK/A 减仓-$85.69亿
GOOGL 减仓-$4,895.36万
NVO 清仓-$1,394.60万
RELX 减仓-$899.11万
NVDA 减仓-$838.04万
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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA Corp. | $1.67亿 | 8.44% | 959,072 | -48,053 | -4.8% | -$838.04万 | 减仓 |
| AAPL | Apple Inc. | $1.18亿 | 5.95% | 465,028 | -8,429 | -1.8% | -$213.92万 | 减仓 |
| ADI | Analog Devices Inc. | $7,802.40万 | 3.94% | 245,252 | -9,793 | -3.8% | -$311.55万 | 减仓 |
| MSFT | Microsoft Corp. | $7,405.20万 | 3.74% | 200,049 | 6,678 | 3.5% | $247.20万 | 加仓 |
| ROK | Rockwell Automation, Inc. | $7,079.50万 | 3.57% | 197,266 | -599 | -0.3% | -$21.50万 | 减仓 |
| MA | MasterCard Incorporated | $6,936.40万 | 3.50% | 138,822 | 1,076 | 0.8% | $53.76万 | 加仓 |
| GOOGL | Alphabet Inc. | $6,899.30万 | 3.48% | 239,926 | -170,238 | -41.5% | -$4,895.36万 | 减仓 |
| APH | Amphenol Corporation | $6,439.40万 | 3.25% | 509,648 | -18,370 | -3.5% | -$232.10万 | 减仓 |
| ULS | UL Solutions Inc. | $5,023.50万 | 2.53% | 586,108 | 8,991 | 1.6% | $77.06万 | 加仓 |
| CARR | Carrier Global Corporation | $5,018.10万 | 2.53% | 891,158 | 6,991 | 0.8% | $39.37万 | 加仓 |
| TJX | The TJX Companies Inc. | $4,749.70万 | 2.40% | 297,415 | -7,270 | -2.4% | -$116.10万 | 减仓 |
| GOOG | Alphabet Inc. | $4,511.60万 | 2.28% | 157,276 | -14,296 | -8.3% | -$410.09万 | 重新持有 |
| ABT | Abbott Laboratories | $4,329.20万 | 2.18% | 421,661 | 1,802 | 0.4% | $18.50万 | 加仓 |
| TMUS | T-Mobile US Inc | $4,314.00万 | 2.18% | 205,401 | -2,171 | -1.0% | -$45.60万 | 减仓 |
| XYL | Xylem, Inc. | $4,149.60万 | 2.09% | 347,246 | 589 | 0.2% | $7.04万 | 加仓 |
| SYK | Stryker Corporation | $4,136.00万 | 2.09% | 125,871 | 1,046 | 0.8% | $34.37万 | 加仓 |
| DHR | Danaher Corporation | $4,006.40万 | 2.02% | 211,308 | -618 | -0.3% | -$11.72万 | 减仓 |
| ATR | Aptargroup Inc. | $3,959.70万 | 2.00% | 314,216 | 5,920 | 1.9% | $74.60万 | 加仓 |
| IBM | International Business Machines Corp. | $3,478.90万 | 1.76% | 143,526 | 3,691 | 2.6% | $89.47万 | 加仓 |
| AMZN | Amazon.com, Inc. | $3,456.30万 | 1.74% | 165,951 | 1,246 | 0.8% | $25.95万 | 加仓 |
| CCK | Crown Holdings Inc | $3,453.40万 | 1.74% | 344,478 | 20,865 | 6.4% | $209.17万 | 加仓 |
| AMAT | Applied Materials Inc. | $3,346.60万 | 1.69% | 97,914 | 9,789 | 11.1% | $334.58万 | 加仓 |
| AVGO | Broadcom Inc | $3,134.50万 | 1.58% | 101,271 | 13,522 | 15.4% | $418.53万 | 加仓 |
| HD | Home Depot Inc. | $3,021.70万 | 1.52% | 91,876 | 2,774 | 3.1% | $91.23万 | 加仓 |
| NET | Cloudflare Inc | $3,000.40万 | 1.51% | 145,410 | -3,497 | -2.3% | -$72.16万 | 减仓 |
| VLTO | Veralto Corp. | $2,920.80万 | 1.47% | 330,329 | 7,916 | 2.5% | $69.99万 | 加仓 |
| NYT | The New York Times Company | $2,632.30万 | 1.33% | 314,377 | -14,375 | -4.4% | -$120.36万 | 减仓 |
| WM | Waste Management, Inc. | $2,477.90万 | 1.25% | 107,835 | -3,643 | -3.3% | -$83.71万 | 减仓 |
| VRTX | Vertex Pharmaceuticals Incorporated | $2,441.00万 | 1.23% | 54,664 | 759 | 1.4% | $33.89万 | 加仓 |
| ALC | Alcon AG | $2,233.50万 | 1.13% | 296,422 | -13,414 | -4.3% | -$101.07万 | 减仓 |
| UBER | Uber Technologies Inc | $1,953.40万 | 0.99% | 271,570 | 24,471 | 9.9% | $176.02万 | 加仓 |
| PG | The Procter & Gamble Co. | $1,890.60万 | 0.95% | 130,891 | -6,075 | -4.4% | -$87.75万 | 减仓 |
| TSLA | Tesla Inc | $1,881.60万 | 0.95% | 50,614 | -1,369 | -2.6% | -$50.89万 | 减仓 |
| ABNB | Airbnb Inc | $1,865.80万 | 0.94% | 147,748 | 8,867 | 6.4% | $111.97万 | 加仓 |
| JNJ | Johnson & Johnson | $1,858.10万 | 0.94% | 76,014 | -181 | -0.2% | -$4.42万 | 减仓 |
| UL | Unilever PLC | $1,732.20万 | 0.87% | 304,046 | 15,650 | 5.4% | $89.16万 | 加仓 |
| VRT | Vertiv Holdings Co | $1,728.30万 | 0.87% | 68,974 | -1,525 | -2.2% | -$38.21万 | 减仓 |
| ARM | Arm Holdings PLC | $1,726.10万 | 0.87% | 114,099 | -303 | -0.3% | -$4.58万 | 减仓 |
| NXT | Nextpower Inc. | $1,655.80万 | 0.84% | 137,350 | 7,483 | 5.8% | $90.21万 | 加仓 |
| SN | Sharkninja Inc. | $1,648.70万 | 0.83% | 155,682 | 38,532 | 32.9% | $408.06万 | 加仓 |
| RKT | Rocket Companies Inc | $1,626.00万 | 0.82% | 1,141,083 | 145,800 | 14.6% | $207.76万 | 加仓 |
| MKC | McCormick & Company, Incorporated | $1,560.30万 | 0.79% | 309,347 | -62,724 | -16.9% | -$316.37万 | 减仓 |
| ASML | ASML Holding N.V. | $1,511.60万 | 0.76% | 11,445 | -62 | -0.5% | -$8.19万 | 减仓 |
| ADP | Automatic Data Processing, Inc. | $1,435.90万 | 0.72% | 70,673 | -11,819 | -14.3% | -$240.13万 | 减仓 |
| CRM | Salesforce Inc. | $1,304.20万 | 0.66% | 69,864 | -29,127 | -29.4% | -$543.73万 | 减仓 |
| NVS | Novartis AG | $1,121.10万 | 0.57% | 73,392 | -4,562 | -5.9% | -$69.69万 | 减仓 |
| TILE | Interface, Inc. | $1,095.70万 | 0.55% | 439,682 | 33,826 | 8.3% | $84.30万 | 加仓 |
| SOFI | Sofi Technologies Inc | $1,082.70万 | 0.55% | 681,794 | 139,914 | 25.8% | $222.19万 | 加仓 |
| COST | Costco Wholesale Corporation | $1,050.10万 | 0.53% | 10,539 | -53 | -0.5% | -$5.28万 | 减仓 |
| RELX | Relx PLC | $816.50万 | 0.41% | 246,309 | -271,231 | -52.4% | -$899.11万 | 减仓 |
| AMD | Advanced Micro Devices Inc. | $713.20万 | 0.36% | 35,057 | -977 | -2.7% | -$19.88万 | 减仓 |
| ABBV | AbbVie Inc. | $631.90万 | 0.32% | 29,052 | 302 | 1.1% | $6.57万 | 加仓 |
| BDX | Becton, Dickinson and Company | $618.60万 | 0.31% | 39,344 | 2,273 | 6.1% | $35.74万 | 加仓 |
| GRAL | GRAIL Inc | $615.30万 | 0.31% | 119,065 | 6,196 | 5.5% | $32.02万 | 加仓 |
| CRSP | CRISPR Therapeutics AG | $587.20万 | 0.30% | 123,438 | 6,924 | 5.9% | $32.94万 | 加仓 |
| BRK/B | Berkshire Hathaway Inc. | $565.20万 | 0.29% | 11,794 | -45 | -0.4% | -$2.16万 | 重新持有 |
| LLY | Eli Lilly & Co. | $550.60万 | 0.28% | 5,986 | -76 | -1.3% | -$6.99万 | 减仓 |
| V | Visa Inc | $495.90万 | 0.25% | 16,408 | -196 | -1.2% | -$5.92万 | 减仓 |
| CNI | Canadian National Railway Company | $471.70万 | 0.24% | 45,900 | -5,020 | -9.9% | -$51.59万 | 减仓 |
| TMO | Thermo Fisher Scientific Inc | $445.90万 | 0.22% | 9,072 | -118 | -1.3% | -$5.80万 | 减仓 |
| DSGX | Descartes Systems Group Inc. | $421.80万 | 0.21% | 58,945 | 6,345 | 12.1% | $45.40万 | 加仓 |
| ORCL | Oracle Corp. | $355.90万 | 0.18% | 24,191 | 4,743 | 24.4% | $69.78万 | 加仓 |
| SPY | Spdr S&P 500 Etf Trust TR UNIT | $351.30万 | 0.18% | 5,403 | -1,145 | -17.5% | -$74.45万 | 减仓 |
| AMGN | Amgen Inc. | $323.10万 | 0.16% | 9,182 | 25 | 0.3% | $8,797 | 加仓 |
| UNP | Union Pacific Corporation | $315.20万 | 0.16% | 12,992 | 3 | 0.0% | $728 | 加仓 |
| MCD | McDonald's Corp. | $298.90万 | 0.15% | 9,617 | -108 | -1.1% | -$3.36万 | 减仓 |
| BRK/A | Berkshire Hathaway Inc. | $287.30万 | 0.14% | 4 | -11,931 | -100.0% | -$85.69亿 | 减仓 |
| VUG | Vanguard Index Funds GROWTH ETF | $269.60万 | 0.14% | 6,173 | -235 | -3.7% | -$10.26万 | 减仓 |
| MRK | Merck & Co., Inc | $269.30万 | 0.14% | 22,387 | -705 | -3.1% | -$8.48万 | 减仓 |
| PEP | Pepsico Inc | $238.20万 | 0.12% | 15,342 | -908 | -5.6% | -$14.10万 | 减仓 |
| VIG | Vanguard Specialized Funds DIV APP ETF | $234.40万 | 0.12% | 10,898 | 1,384 | 14.5% | $29.77万 | 加仓 |
| CAT | Caterpillar Inc | $210.40万 | 0.11% | 2,970 | 505 | 20.5% | $35.78万 | 加仓 |
| NEE | NextEra Energy Inc | $189.80万 | 0.10% | 20,434 | -253 | -1.2% | -$2.35万 | 减仓 |
| — | Honeywell International Inc. | $184.10万 | 0.09% | 8,145 | -186 | -2.2% | -$4.20万 | 减仓 |
| IJH | iShares Trust CORE S&P MCP ETF | $156.10万 | 0.08% | 23,115 | 215 | 0.9% | $1.45万 | 加仓 |
| EFX | Equifax Inc. | $155.10万 | 0.08% | 8,613 | 1 | 0.0% | $180 | 加仓 |
| WMT | Walmart Inc | $150.20万 | 0.08% | 12,084 | -1,263 | -9.5% | -$15.70万 | 减仓 |
| GLD | Spdr Gold Trust GOLD SHS | $150.10万 | 0.08% | 3,488 | 70 | 2.0% | $3.01万 | 加仓 |
| — | Exxon Mobil Corp. | $142.40万 | 0.07% | 8,391 | -79 | -0.9% | -$1.34万 | 减仓 |
| TYL | Tyler Technologies Inc. | $137.30万 | 0.07% | 4,009 | -746 | -15.7% | -$25.55万 | 减仓 |
| TSM | Taiwan Semiconductor Manufacturing Co., Ltd. | $133.90万 | 0.07% | 3,964 | 50 | 1.3% | $1.69万 | 加仓 |
| ENVX | Enovix Corporation | $133.40万 | 0.07% | 257,540 | -53,024 | -17.1% | -$27.47万 | 减仓 |
| CSCO | Cisco Systems, Inc. | $131.80万 | 0.07% | 16,986 | 1,275 | 8.1% | $9.89万 | 加仓 |
| JPM | JPMorgan Chase & Co. | $128.30万 | 0.06% | 4,363 | 39 | 0.9% | $1.15万 | 加仓 |
| ISRG | Intuitive Surgical Inc. | $128.20万 | 0.06% | 2,780 | 1 | 0.0% | $461 | 加仓 |
| NXPI | NXP Semiconductors NV | $126.90万 | 0.06% | 6,446 | -215 | -3.2% | -$4.23万 | 减仓 |
| RTX | RTX Corp. | $126.30万 | 0.06% | 6,547 | -841 | -11.4% | -$16.22万 | 减仓 |
| MELI | Mercadolibre Inc | $122.40万 | 0.06% | 708 | -1 | -0.1% | -$1,729 | 减仓 |
| CHD | Church & Dwight Co Inc. | $122.40万 | 0.06% | 13,112 | 280 | 2.2% | $2.61万 | 加仓 |
| IWP | iShares Trust RUS MD CP GR ETF | $118.50万 | 0.06% | 9,250 | 0 | 0.0% | — | 不变 |
| SPGI | S&P Global Inc | $117.80万 | 0.06% | 2,770 | 988 | 55.4% | $42.02万 | 加仓 |
| CSX | CSX Corporation | $117.00万 | 0.06% | 28,495 | 0 | 0.0% | — | 不变 |
| DE | Deere & Company | $116.20万 | 0.06% | 2,062 | -31 | -1.5% | -$1.75万 | 减仓 |
| AXP | American Express Company | $114.40万 | 0.06% | 3,781 | 275 | 7.8% | $8.32万 | 加仓 |
| DIS | Walt Disney Company | $108.70万 | 0.05% | 11,280 | -175 | -1.5% | -$1.69万 | 减仓 |
| BMY | Bristol-Myers Squibb Company | $108.60万 | 0.05% | 17,904 | 112 | 0.6% | $6,794 | 加仓 |
| EMR | Emerson Electric Co. | $102.50万 | 0.05% | 7,826 | -300 | -3.7% | -$3.93万 | 减仓 |
| IVW | iShares Trust S&P 500 GRWT ETF | $100.60万 | 0.05% | 8,895 | 0 | 0.0% | — | 不变 |
| MTD | Mettler-Toledo International Inc | $95.50万 | 0.05% | 757 | -3 | -0.4% | -$3,785 | 减仓 |
| IDXX | IDEXX Laboratories Inc. | $93.20万 | 0.05% | 1,658 | 0 | 0.0% | — | 不变 |