Van Cleef Asset Management,Inc
BEACHWOOD OH · SEC CIK 0001482935
$9.81亿2026Q2 申报市值
119持仓数
65.5%前十大占比 · 第一大 16.8%
1 / 0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
CSX 新建仓+$22.60万
SCHX 加仓+$11.46万
MKC 加仓+$8.07万
VEU 加仓+$6.20万
QQQ 加仓+$5.52万
2026Q2 卖出最多 按季末市值估算
AAPL 减仓-$337.60万
PGR 减仓-$217.42万
GOOG 减仓-$203.84万
VXF 减仓-$191.48万
PLTR 减仓-$120.09万
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 |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | $1,172.14万 | 1.19% | 31,676 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $1,309.59万 | 1.33% | 141,930 | -2,904 | -2.0% | -$26.80万 | 减仓 |
| IXC | ISHARES TR | $1,325.21万 | 1.35% | 269,735 | -12,970 | -4.6% | -$63.72万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $1,366.62万 | 1.39% | 40,403 | -569 | -1.4% | -$19.25万 | 减仓 |
| SYK | STRYKER CORPORATION | $1,471.66万 | 1.50% | 46,743 | -104 | -0.2% | -$3.27万 | 减仓 |
| MKC | MCCORMICK & CO INC | $1,524.91万 | 1.55% | 302,441 | 1,601 | 0.5% | $8.07万 | 加仓 |
| PAYX | PAYCHEX INC | $2,196.96万 | 2.24% | 223,427 | -4,544 | -2.0% | -$44.68万 | 减仓 |
| — | EXXON MOBIL CORP | $2,331.11万 | 2.38% | 170,502 | -331 | -0.2% | -$4.53万 | 减仓 |
| LIN | LINDE PLC | $2,443.41万 | 2.49% | 47,085 | -1,117 | -2.3% | -$57.97万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $2,575.83万 | 2.63% | 431,534 | -7,010 | -1.6% | -$41.84万 | 减仓 |
| GOOG | ALPHABET INC | $2,731.22万 | 2.78% | 77,299 | -5,769 | -6.9% | -$203.84万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $3,047.58万 | 3.11% | 363,890 | 740 | 0.2% | $6.20万 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $3,240.22万 | 3.30% | 207,733 | -3,715 | -1.8% | -$57.95万 | 减仓 |
| MSFT | MICROSOFT CORP | $4,527.29万 | 4.62% | 121,368 | -2,627 | -2.1% | -$97.99万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $4,770.09万 | 4.86% | 408,853 | -10,293 | -2.5% | -$120.09万 | 减仓 |
| GOOGL | ALPHABET INC | $6,675.78万 | 6.81% | 186,803 | -1,002 | -0.5% | -$35.81万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $8,392.81万 | 8.56% | 340,880 | -7,777 | -2.2% | -$191.48万 | 减仓 |
| AAPL | APPLE INC | $1.18亿 | 12.01% | 407,200 | -11,667 | -2.8% | -$337.60万 | 减仓 |
| PGR | PROGRESSIVE CORP | $1.65亿 | 16.83% | 755,885 | -9,953 | -1.3% | -$217.42万 | 减仓 |