Van Cleef Asset Management,Inc
BEACHWOOD OH · SEC CIK 0001482935
$9.29亿2026Q1 申报市值
118持仓数
64.4%前十大占比 · 第一大 16.3%
4 / 3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
CMCSA 加仓+$531.03万
PAYX 加仓+$196.49万
PGR 加仓+$84.27万
MKC 加仓+$81.13万
VBR 加仓+$50.84万
2026Q1 卖出最多 按季末市值估算
AAPL 减仓-$174.89万
ADP 减仓-$62.27万
PLTR 减仓-$57.22万
EXXON MOBIL CORP 减仓-$45.20万
SPY 减仓-$27.64万
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 |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | $1,016.20万 | 1.09% | 31,676 | -50 | -0.2% | -$1.60万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $1,209.50万 | 1.30% | 421,282 | 184,963 | 78.3% | $531.03万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $1,239.33万 | 1.33% | 40,972 | -248 | -0.6% | -$7.50万 | 减仓 |
| PEP | PEPSICO INC | $1,239.68万 | 1.33% | 79,830 | -269 | -0.3% | -$4.18万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $1,361.15万 | 1.47% | 144,834 | -179 | -0.1% | -$1.68万 | 减仓 |
| MKC | MCCORMICK & CO INC | $1,517.44万 | 1.63% | 300,840 | 16,084 | 5.6% | $81.13万 | 加仓 |
| SYK | STRYKER CORPORATION | $1,539.35万 | 1.66% | 46,847 | -57 | -0.1% | -$1.87万 | 减仓 |
| IXC | ISHARES TR | $1,628.66万 | 1.75% | 282,705 | -941 | -0.3% | -$5.42万 | 减仓 |
| PAYX | PAYCHEX INC | $2,100.07万 | 2.26% | 227,971 | 21,330 | 10.3% | $196.49万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $2,370.33万 | 2.55% | 438,544 | -1,240 | -0.3% | -$6.70万 | 减仓 |
| GOOG | ALPHABET INC | $2,382.90万 | 2.57% | 83,068 | -688 | -0.8% | -$19.74万 | 减仓 |
| LIN | LINDE PLC | $2,389.67万 | 2.57% | 48,202 | 196 | 0.4% | $9.72万 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $2,678.20万 | 2.88% | 211,448 | -910 | -0.4% | -$11.53万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $2,727.26万 | 2.94% | 363,150 | -3,363 | -0.9% | -$25.26万 | 减仓 |
| — | EXXON MOBIL CORP | $2,898.35万 | 3.12% | 170,833 | -2,664 | -1.5% | -$45.20万 | 减仓 |
| MSFT | MICROSOFT CORP | $4,589.92万 | 4.94% | 123,995 | -137 | -0.1% | -$5.07万 | 减仓 |
| GOOGL | ALPHABET INC | $5,400.51万 | 5.82% | 187,805 | 245 | 0.1% | $7.05万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $6,131.27万 | 6.60% | 419,146 | -3,912 | -0.9% | -$57.22万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $7,175.36万 | 7.73% | 348,657 | -214 | -0.1% | -$4.40万 | 减仓 |
| AAPL | APPLE INC | $1.06亿 | 11.45% | 418,867 | -6,891 | -1.6% | -$174.89万 | 减仓 |
| PGR | PROGRESSIVE CORP | $1.52亿 | 16.35% | 765,838 | 4,251 | 0.6% | $84.27万 | 加仓 |