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 |
|---|---|---|---|---|---|---|---|---|
| PGR | PROGRESSIVE CORP | $1.52亿 | 16.35% | 765,838 | 4,251 | 0.6% | $84.27万 | 加仓 |
| AAPL | APPLE INC | $1.06亿 | 11.45% | 418,867 | -6,891 | -1.6% | -$174.89万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $7,175.36万 | 7.73% | 348,657 | -214 | -0.1% | -$4.40万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $6,131.27万 | 6.60% | 419,146 | -3,912 | -0.9% | -$57.22万 | 减仓 |
| GOOGL | ALPHABET INC | $5,400.51万 | 5.82% | 187,805 | 245 | 0.1% | $7.05万 | 加仓 |
| MSFT | MICROSOFT CORP | $4,589.92万 | 4.94% | 123,995 | -137 | -0.1% | -$5.07万 | 减仓 |
| — | EXXON MOBIL CORP | $2,898.35万 | 3.12% | 170,833 | -2,664 | -1.5% | -$45.20万 | 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 |
| LAMR | LAMAR ADVERTISING CO | $2,678.20万 | 2.88% | 211,448 | -910 | -0.4% | -$11.53万 | 减仓 |
| LIN | LINDE PLC | $2,389.67万 | 2.57% | 48,202 | 196 | 0.4% | $9.72万 | 加仓 |
| GOOG | ALPHABET INC | $2,382.90万 | 2.57% | 83,068 | -688 | -0.8% | -$19.74万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $2,370.33万 | 2.55% | 438,544 | -1,240 | -0.3% | -$6.70万 | 减仓 |
| PAYX | PAYCHEX INC | $2,100.07万 | 2.26% | 227,971 | 21,330 | 10.3% | $196.49万 | 加仓 |
| IXC | ISHARES TR | $1,628.66万 | 1.75% | 282,705 | -941 | -0.3% | -$5.42万 | 减仓 |
| SYK | STRYKER CORPORATION | $1,539.35万 | 1.66% | 46,847 | -57 | -0.1% | -$1.87万 | 减仓 |
| MKC | MCCORMICK & CO INC | $1,517.44万 | 1.63% | 300,840 | 16,084 | 5.6% | $81.13万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $1,361.15万 | 1.47% | 144,834 | -179 | -0.1% | -$1.68万 | 减仓 |
| PEP | PEPSICO INC | $1,239.68万 | 1.33% | 79,830 | -269 | -0.3% | -$4.18万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $1,239.33万 | 1.33% | 40,972 | -248 | -0.6% | -$7.50万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $1,209.50万 | 1.30% | 421,282 | 184,963 | 78.3% | $531.03万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,016.20万 | 1.09% | 31,676 | -50 | -0.2% | -$1.60万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $926.47万 | 1.00% | 14,246 | -425 | -2.9% | -$27.64万 | 减仓 |
| CB | CHUBB LTD SWITZ | $845.19万 | 0.91% | 25,932 | -18 | -0.1% | -$5,867 | 减仓 |
| VBR | VANGUARD INDEX FDS | $729.69万 | 0.79% | 33,588 | 2,340 | 7.5% | $50.84万 | 加仓 |
| DIS | DISNEY WALT CO | $727.55万 | 0.78% | 75,488 | -1,035 | -1.4% | -$9.98万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $668.48万 | 0.72% | 260,719 | 15,310 | 6.2% | $39.25万 | 加仓 |
| IEZ | ISHARES TR | $502.92万 | 0.54% | 173,721 | -2,528 | -1.4% | -$7.32万 | 减仓 |
| HD | HOME DEPOT INC | $493.40万 | 0.53% | 15,002 | -74 | -0.5% | -$2.43万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $486.00万 | 0.52% | 10,142 | 26 | 0.3% | $1.25万 | 加仓 |
| SLB | SLB LIMITED | $461.40万 | 0.50% | 89,785 | 279 | 0.3% | $1.43万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $436.09万 | 0.47% | 14,825 | -219 | -1.5% | -$6.44万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $435.32万 | 0.47% | 31,472 | 1 | 0.0% | $138 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $425.23万 | 0.46% | 66,360 | 271 | 0.4% | $1.74万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $410.48万 | 0.44% | 16,793 | -575 | -3.3% | -$14.06万 | 减仓 |
| CVX | CHEVRON CORPORATION | $326.85万 | 0.35% | 15,798 | 1 | 0.0% | $207 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $324.08万 | 0.35% | 24,385 | -475 | -1.9% | -$6.31万 | 减仓 |
| BLK | BLACKROCK INC | $319.00万 | 0.34% | 3,317 | -44 | -1.3% | -$4.23万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $305.15万 | 0.33% | 10,927 | -222 | -2.0% | -$6.20万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $279.13万 | 0.30% | 32,750 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $258.06万 | 0.28% | 12,701 | -3,065 | -19.4% | -$62.27万 | 减仓 |
| LLY | ELI LILLY & CO | $256.21万 | 0.28% | 2,786 | -40 | -1.4% | -$3.68万 | 减仓 |
| MRK | MERCK & CO INC | $228.65万 | 0.25% | 19,008 | -50 | -0.3% | -$6,015 | 减仓 |
| IEMG | ISHARES INC | $227.82万 | 0.25% | 32,662 | -480 | -1.4% | -$3.35万 | 减仓 |
| IXUS | ISHARES TR | $222.15万 | 0.24% | 25,641 | -11 | -0.0% | -$953 | 减仓 |
| CSCO | CISCO SYS INC | $200.79万 | 0.22% | 25,878 | -75 | -0.3% | -$5,819 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $199.97万 | 0.22% | 79,668 | -5,125 | -6.0% | -$12.86万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $196.27万 | 0.21% | 13,588 | -275 | -2.0% | -$3.97万 | 减仓 |
| ABBV | ABBVIE INC | $162.13万 | 0.17% | 7,454 | -50 | -0.7% | -$1.09万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $155.25万 | 0.17% | 2,598 | -15 | -0.6% | -$8,963 | 减仓 |
| QQQ | INVESCO QQQ TR | $152.61万 | 0.16% | 2,644 | -40 | -1.5% | -$2.31万 | 减仓 |
| AMZN | AMAZON COM INC | $138.62万 | 0.15% | 6,656 | -5 | -0.1% | -$1,041 | 减仓 |
| SBUX | STARBUCKS CORP | $125.56万 | 0.14% | 14,015 | -1,425 | -9.2% | -$12.77万 | 减仓 |
| PFE | PFIZER INC | $124.53万 | 0.13% | 44,347 | -1,200 | -2.6% | -$3.37万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $116.68万 | 0.13% | 1,171 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND CO | $110.04万 | 0.12% | 15,139 | -383 | -2.5% | -$2.78万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $109.70万 | 0.12% | 6,290 | 1,240 | 24.6% | $21.63万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $109.70万 | 0.12% | 4,054 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $105.43万 | 0.11% | 2,836 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO | $102.75万 | 0.11% | 4,943 | -47 | -0.9% | -$9,770 | 减仓 |
| GE | GE AEROSPACE | $99.69万 | 0.11% | 3,513 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $98.45万 | 0.11% | 7,922 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $96.63万 | 0.10% | 5,975 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $92.67万 | 0.10% | 30,205 | 3,328 | 12.4% | $10.21万 | 加仓 |
| WY | WEYERHAEUSER CO | $91.57万 | 0.10% | 37,481 | -223 | -0.6% | -$5,448 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $88.67万 | 0.10% | 7,999 | -1,106 | -12.1% | -$12.26万 | 减仓 |
| IWM | ISHARES TR | $86.90万 | 0.09% | 3,504 | 197 | 6.0% | $4.89万 | 加仓 |
| GLD | SPDR GOLD TR | $85.76万 | 0.09% | 1,993 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $84.50万 | 0.09% | 1,500 | -12 | -0.8% | -$6,760 | 减仓 |
| BAC | BANK AMERICA CORP | $82.19万 | 0.09% | 16,860 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $80.22万 | 0.09% | 919 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $78.52万 | 0.08% | 1,202 | -327 | -21.4% | -$21.36万 | 减仓 |
| CAT | CATERPILLAR INC | $75.31万 | 0.08% | 1,063 | -25 | -2.3% | -$1.77万 | 减仓 |
| META | META PLATFORMS INC | $74.26万 | 0.08% | 1,298 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $72.51万 | 0.08% | 9,248 | -175 | -1.9% | -$1.37万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $68.99万 | 0.07% | 4,950 | -540 | -9.8% | -$7.53万 | 减仓 |
| MCD | MCDONALDS CORP | $68.30万 | 0.07% | 2,198 | 5 | 0.2% | $1,554 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $67.17万 | 0.07% | 17,750 | -250 | -1.4% | -$9,460 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $67.05万 | 0.07% | 749 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $61.53万 | 0.07% | 1,018 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $57.76万 | 0.06% | 2,944 | 1,044 | 54.9% | $20.48万 | 加仓 |
| EXC | EXELON CORP | $57.52万 | 0.06% | 11,733 | -471 | -3.9% | -$2.31万 | 减仓 |
| BX | BLACKSTONE INC | $55.77万 | 0.06% | 4,850 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $55.31万 | 0.06% | 1,572 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $54.36万 | 0.06% | 2,200 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $54.20万 | 0.06% | 8,937 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $53.29万 | 0.06% | 6,694 | -1,124 | -14.4% | -$8.95万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $52.26万 | 0.06% | 5,090 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $51.01万 | 0.05% | 2,220 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $50.11万 | 0.05% | 5,212 | -500 | -8.8% | -$4.81万 | 减仓 |
| VGT | VANGUARD WORLD FD | $48.84万 | 0.05% | 700 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $48.29万 | 0.05% | 1,350 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $46.53万 | 0.05% | 6,118 | -50 | -0.8% | -$3,803 | 减仓 |
| VHT | VANGUARD WORLD FD | $45.29万 | 0.05% | 1,663 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $43.44万 | 0.05% | 1,792 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $37.33万 | 0.04% | 5,528 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $37.18万 | 0.04% | 545 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $36.93万 | 0.04% | 866 | 866 | — | $36.93万 | 新建仓 |
| MPLX | MPLX LP | $33.15万 | 0.04% | 5,808 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INC | $32.67万 | 0.04% | 8,824 | 8,824 | — | $32.67万 | 新建仓 |
| SMMD | ISHARES TR | $29.66万 | 0.03% | 3,885 | 0 | 0.0% | — | 不变 |