Dempze Nancy E
BOSTON MA · SEC CIK 0001592614
$1.82亿2026Q1 申报市值
92持仓数
39.1%前十大占比 · 第一大 5.5%
2 / 6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
WCN 新建仓+$54.25万
AXP 加仓+$53.78万
AVGO 加仓+$52.59万
UBER 加仓+$51.18万
SCHW 加仓+$50.58万
2026Q1 卖出最多 按季末市值估算
UNH 减仓-$75.25万
MKC 清仓-$67.74万
GOOGL 减仓-$38.85万
RELX 清仓-$27.28万
CB 减仓-$26.07万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| MKC | MCCORMICK & CO | $0 | 0.00% | 0 | -9,945 | -100.0% | -$67.74万 | 清仓 |
| RELX | RELX PLC | $0 | 0.00% | 0 | -6,750 | -100.0% | -$27.28万 | 清仓 |
| UNP | UNION PACIFIC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DVN | DEVON ENERGY | $0 | 0.00% | 0 | -7,000 | -100.0% | -$25.64万 | 清仓 |
| DIS | DISNEY | $0 | 0.00% | 0 | -2,000 | -100.0% | -$22.75万 | 清仓 |
| ZS | ZSCALER INC | $0 | 0.00% | 0 | -1,000 | -100.0% | -$22.49万 | 清仓 |
| CMCSA | COMCAST CORP NEW CL A | $0 | 0.00% | 0 | -7,400 | -100.0% | -$20.73万 | 清仓 |
| VTEI | VANGUARD INTERMEDIATE-TERM TAX | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SAN | BANCO SANTANDER SA | $11.77万 | 0.06% | 10,434 | 0 | 0.0% | — | 不变 |
| — | ROBECO BOSTON PARTNERS LONG SH | $18.07万 | 0.10% | 12,962 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP | $21.15万 | 0.12% | 250 | 0 | 0.0% | — | 不变 |
| — | FPA CRESCENT FUND | $21.79万 | 0.12% | 5,135 | 0 | 0.0% | — | 不变 |
| — | T ROWE PRICE DIVIDEND GROWTH F | $22.13万 | 0.12% | 2,736 | -750 | -21.5% | -$6.07万 | 减仓 |
| AIG | AIG INC | $22.57万 | 0.12% | 3,000 | -1,005 | -25.1% | -$7.56万 | 减仓 |
| VOO | VANGUARD INDEX FDS S&P 500 ETF | $23.30万 | 0.13% | 390 | -67 | -14.7% | -$4.00万 | 减仓 |
| CINF | CINNCINNATI FINL | $23.60万 | 0.13% | 1,500 | 0 | 0.0% | — | 不变 |
| BEP | BROOKFIELD RENEWABLE ENERGY PA | $23.66万 | 0.13% | 7,250 | 7,250 | — | $23.66万 | 新建仓 |
| SGDM | SPROTT GOLD MINERS ETF | $24.53万 | 0.13% | 3,250 | 0 | 0.0% | — | 不变 |
| CL | COLGATE-PALMOLIVE | $25.14万 | 0.14% | 2,950 | -150 | -4.8% | -$1.28万 | 减仓 |
| MORN | MORNINGSTAR, INC | $25.26万 | 0.14% | 1,494 | 0 | 0.0% | — | 不变 |
| WMT | WAL-MART STORES | $26.99万 | 0.15% | 2,172 | -5 | -0.2% | -$621 | 减仓 |
| PEP | PEPSICO | $29.04万 | 0.16% | 1,870 | -205 | -9.9% | -$3.18万 | 减仓 |
| — | VANGUARD EUROPEAN STOCK INDEX | $29.06万 | 0.16% | 2,822 | 0 | 0.0% | — | 不变 |
| — | VANGUARD EMERGING MARKETS STOC | $30.68万 | 0.17% | 6,893 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WORKS | $30.71万 | 0.17% | 1,180 | -250 | -17.5% | -$6.51万 | 减仓 |
| TXN | TEXAS INSTRUMENTS | $31.35万 | 0.17% | 1,615 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO | $31.84万 | 0.17% | 4,000 | -1,500 | -27.3% | -$11.94万 | 减仓 |
| WD | WALKER & DUNLOP INC | $32.40万 | 0.18% | 7,300 | -1,500 | -17.0% | -$6.66万 | 减仓 |
| — | VANGUARD PACIFIC STOCK INDEX F | $33.26万 | 0.18% | 2,763 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL | $34.02万 | 0.19% | 1,505 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC COM | $34.03万 | 0.19% | 800 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL | $34.70万 | 0.19% | 2,746 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICALS INC | $38.63万 | 0.21% | 500 | -200 | -28.6% | -$15.45万 | 减仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $39.18万 | 0.22% | 5,300 | -200 | -3.6% | -$1.48万 | 减仓 |
| AMGN | AMGEN INC | $40.81万 | 0.22% | 1,160 | -100 | -7.9% | -$3.52万 | 减仓 |
| — | OAKMARK INTL FD | $43.24万 | 0.24% | 14,221 | 0 | 0.0% | — | 不变 |
| WMS | ADVANCED DRAINAGE SYSTEMS INC | $44.57万 | 0.24% | 3,250 | -450 | -12.2% | -$6.17万 | 减仓 |
| — | VANGUARD SMALL CAP INDEX FD AD | $45.04万 | 0.25% | 3,590 | 0 | 0.0% | — | 不变 |
| — | VANGUARD TOTAL STOCK MARKET IN | $45.10万 | 0.25% | 2,887 | 0 | 0.0% | — | 不变 |
| VFIAX | VANGUARD 500 INDEX FD ADMIRAL | $49.10万 | 0.27% | 815 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORPORATION | $52.35万 | 0.29% | 1,200 | -350 | -22.6% | -$15.27万 | 减仓 |
| WCN | WASTE CONNECTIONS INC NEW | $54.25万 | 0.30% | 3,340 | 3,340 | — | $54.25万 | 新建仓 |
| — | WCM FOCUSED INTERNATIONAL GROW | $54.30万 | 0.30% | 22,100 | -2,000 | -8.3% | -$4.91万 | 减仓 |
| — | T ROWE PRICE INST LARGE-CAP GR | $57.98万 | 0.32% | 7,707 | -200 | -2.5% | -$1.50万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY L | $58.73万 | 0.32% | 7,466 | 1,125 | 17.7% | $8.85万 | 加仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH | $63.96万 | 0.35% | 1,500 | 0 | 0.0% | — | 不变 |
| MRK | MERCK | $65.62万 | 0.36% | 5,455 | -750 | -12.1% | -$9.02万 | 减仓 |
| — | EXXON MOBIL | $65.74万 | 0.36% | 3,875 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL | $70.86万 | 0.39% | 12,584 | -2,774 | -18.1% | -$15.62万 | 减仓 |
| COST | COSTCO WHOLESALE | $71.54万 | 0.39% | 718 | 0 | 0.0% | — | 不变 |
| GPN | GLOBAL PAYMENTS | $73.69万 | 0.40% | 10,950 | -2,550 | -18.9% | -$17.16万 | 减仓 |
| WAB | WABTEC | $73.72万 | 0.40% | 2,950 | -450 | -13.2% | -$11.25万 | 减仓 |
| IWV | ISHARES RUSSELL 3000 | $77.92万 | 0.43% | 2,102 | 0 | 0.0% | — | 不变 |
| EXEL | EXELIXIS INC | $79.35万 | 0.44% | 18,500 | -1,000 | -5.1% | -$4.29万 | 减仓 |
| — | VANGUARD STAR FD | $89.19万 | 0.49% | 31,272 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED | $91.26万 | 0.50% | 2,800 | -800 | -22.2% | -$26.07万 | 减仓 |
| AVGO | BROADCOM INC | $91.68万 | 0.50% | 2,962 | 1,699 | 134.5% | $52.59万 | 加仓 |
| FISV | FISERV | $92.18万 | 0.51% | 16,520 | -4,003 | -19.5% | -$22.34万 | 减仓 |
| WM | WASTE MANAGEMENT INC | $95.18万 | 0.52% | 4,142 | 0 | 0.0% | — | 不变 |
| — | VANGUARD DIVIDEND GROWTH | $117.88万 | 0.65% | 40,634 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY | $126.00万 | 0.69% | 13,566 | 4,950 | 57.5% | $45.98万 | 加仓 |
| GOOG | ALPHABET INC CL C | $126.36万 | 0.69% | 4,405 | -80 | -1.8% | -$2.29万 | 减仓 |
| IBM | INTL BUSINESS MACH | $132.34万 | 0.73% | 5,460 | -300 | -5.2% | -$7.27万 | 减仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION | $134.00万 | 0.74% | 6,231 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $141.25万 | 0.78% | 8,583 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE | $145.41万 | 0.80% | 6,686 | -5 | -0.1% | -$1,087 | 减仓 |
| JPM | JPMORGAN CHASE | $153.79万 | 0.84% | 5,228 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY CL B | $158.18万 | 0.87% | 3,301 | -50 | -1.5% | -$2.40万 | 减仓 |
| CNI | CANADIAN NATL RAILWAY | $187.56万 | 1.03% | 18,250 | -1,920 | -9.5% | -$19.73万 | 减仓 |
| UNH | UNITEDHEALTH GROUP | $207.95万 | 1.14% | 7,685 | -2,781 | -26.6% | -$75.25万 | 减仓 |
| V | VISA | $225.14万 | 1.24% | 7,449 | -400 | -5.1% | -$12.09万 | 减仓 |
| — | GQG PARTNERS EMERGING MARKETS | $234.54万 | 1.29% | 128,939 | 6,315 | 5.1% | $11.49万 | 加仓 |
| SCHW | CHARLES SCHWAB | $240.99万 | 1.32% | 25,643 | 5,382 | 26.6% | $50.58万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $243.94万 | 1.34% | 33,914 | 7,115 | 26.5% | $51.18万 | 加仓 |
| — | AMG RIVER ROAD SMALL-MID CAP V | $247.09万 | 1.36% | 252,648 | 10,902 | 4.5% | $10.66万 | 加仓 |
| CVX | CHEVRON | $295.66万 | 1.62% | 14,290 | 123 | 0.9% | $2.54万 | 加仓 |
| AXP | AMERICAN EXPRESS | $296.10万 | 1.63% | 9,789 | 1,778 | 22.2% | $53.78万 | 加仓 |
| ATR | APTARGROUP | $317.60万 | 1.74% | 25,202 | 1,240 | 5.2% | $15.63万 | 加仓 |
| XYL | XYLEM INC | $345.14万 | 1.90% | 28,882 | 308 | 1.1% | $3.68万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS | $348.75万 | 1.92% | 7,810 | 752 | 10.7% | $33.58万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING | $355.63万 | 1.95% | 17,503 | 122 | 0.7% | $2.48万 | 加仓 |
| PG | PROCTER & GAMBLE | $394.48万 | 2.17% | 27,311 | 1,359 | 5.2% | $19.63万 | 加仓 |
| DHR | DANAHER CORP | $395.87万 | 2.17% | 20,879 | 636 | 3.1% | $12.06万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES | $405.31万 | 2.23% | 19,924 | 156 | 0.8% | $3.17万 | 加仓 |
| ROK | ROCKWELL AUTOMATION | $406.14万 | 2.23% | 11,317 | -118 | -1.0% | -$4.23万 | 减仓 |
| AMAT | APPLIED MATERIAL | $430.93万 | 2.37% | 12,608 | 666 | 5.6% | $22.76万 | 加仓 |
| HD | HOME DEPOT | $453.21万 | 2.49% | 13,780 | 269 | 2.0% | $8.85万 | 加仓 |
| ABT | ABBOTT LABS | $455.34万 | 2.50% | 44,350 | 1,115 | 2.6% | $11.45万 | 加仓 |
| SBGSY | SCHNEIDER ELEC SA ADR | $488.65万 | 2.68% | 89,775 | -80 | -0.1% | -$4,354 | 减仓 |
| LLY | ELI LILLY & CO | $517.92万 | 2.84% | 5,631 | 140 | 2.5% | $12.88万 | 加仓 |
| MA | MASTERCARD | $529.59万 | 2.91% | 10,599 | 31 | 0.3% | $1.55万 | 加仓 |
| JNJ | JOHNSON AND JOHNSON | $540.14万 | 2.97% | 22,097 | -13 | -0.1% | -$3,178 | 减仓 |
| TJX | TJX COS | $603.19万 | 3.31% | 37,770 | -2 | -0.0% | -$319 | 减仓 |
| AMZN | AMAZON.COM | $604.34万 | 3.32% | 29,017 | 1,026 | 3.7% | $21.37万 | 加仓 |
| RTX | RTX CORPORATION | $626.94万 | 3.44% | 32,501 | -633 | -1.9% | -$12.21万 | 减仓 |
| MSFT | MICROSOFT | $701.62万 | 3.85% | 18,954 | 463 | 2.5% | $17.14万 | 加仓 |
| ADI | ANALOG DEVICES | $749.25万 | 4.11% | 23,551 | 106 | 0.5% | $3.37万 | 加仓 |
| AAPL | APPLE | $827.28万 | 4.54% | 32,597 | 299 | 0.9% | $7.59万 | 加仓 |
| GOOGL | ALPHABET INC CL A | $934.23万 | 5.13% | 32,488 | -1,351 | -4.0% | -$38.85万 | 减仓 |
| NVDA | NVIDIA CORP | $996.31万 | 5.47% | 57,128 | -114 | -0.2% | -$1.99万 | 减仓 |