Dempze Nancy E
BOSTON MA · SEC CIK 0001592614
$2.09亿2026Q2 申报市值
91持仓数
42.3%前十大占比 · 第一大 5.4%
3 / 6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
AXP 加仓+$75.87万
WCN 加仓+$74.53万
NEE 加仓+$73.81万
AVGO 加仓+$62.67万
LLY 加仓+$43.06万
2026Q2 卖出最多 按季末市值估算
UNH 减仓-$172.03万
AMD 减仓-$97.19万
ADI 减仓-$58.74万
FISV 减仓-$57.31万
CARR 减仓-$52.17万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| — | HONEYWELL INTL | $0 | 0.00% | 0 | -1,505 | -100.0% | -$34.02万 | 清仓 |
| PEP | PEPSICO | $0 | 0.00% | 0 | -1,870 | -100.0% | -$29.04万 | 清仓 |
| MORN | MORNINGSTAR, INC | $0 | 0.00% | 0 | -1,494 | -100.0% | -$25.26万 | 清仓 |
| SGDM | SPROTT GOLD MINERS ETF | $0 | 0.00% | 0 | -3,250 | -100.0% | -$24.53万 | 清仓 |
| AIG | AIG INC | $0 | 0.00% | 0 | -3,000 | -100.0% | -$22.57万 | 清仓 |
| SAN | BANCO SANTANDER SA | $0 | 0.00% | 0 | -10,434 | -100.0% | -$11.77万 | 清仓 |
| — | ROBECO BOSTON PARTNERS LONG SH | $19.35万 | 0.09% | 12,962 | 0 | 0.0% | — | 不变 |
| VTEI | VANGUARD INTERMEDIATE-TERM TAX | $20.13万 | 0.10% | 1,994 | 0 | 0.0% | — | 重新持有 |
| UNP | UNION PACIFIC | $20.67万 | 0.10% | 760 | -400 | -34.5% | -$10.88万 | 重新持有 |
| — | VANGUARD DIVIDEND APPRECIATION | $20.90万 | 0.10% | 3,254 | 3,254 | — | $20.90万 | 新建仓 |
| ACWX | ISHARES MSCI ACWI EX US INDEX | $21.43万 | 0.10% | 2,815 | 2,815 | — | $21.43万 | 新建仓 |
| — | FPA CRESCENT FUND | $23.24万 | 0.11% | 5,135 | 0 | 0.0% | — | 不变 |
| FISV | FISERV | $23.72万 | 0.11% | 4,835 | -11,685 | -70.7% | -$57.31万 | 减仓 |
| — | T ROWE PRICE DIVIDEND GROWTH F | $24.30万 | 0.12% | 2,736 | 0 | 0.0% | — | 不变 |
| WMT | WAL-MART STORES | $24.60万 | 0.12% | 2,172 | 0 | 0.0% | — | 不变 |
| BEP | BROOKFIELD RENEWABLE ENERGY PA | $25.18万 | 0.12% | 7,250 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP | $25.28万 | 0.12% | 250 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HOLDINGS INC | $26.02万 | 0.12% | 341 | 341 | — | $26.02万 | 新建仓 |
| CL | COLGATE-PALMOLIVE | $26.59万 | 0.13% | 2,900 | -50 | -1.7% | -$4,584 | 减仓 |
| VOO | VANGUARD INDEX FDS S&P 500 ETF | $26.79万 | 0.13% | 390 | 0 | 0.0% | — | 不变 |
| — | T ROWE PRICE INST LARGE-CAP GR | $26.99万 | 0.13% | 3,119 | -4,588 | -59.5% | -$39.70万 | 减仓 |
| WD | WALKER & DUNLOP INC | $27.35万 | 0.13% | 5,000 | -2,300 | -31.5% | -$12.58万 | 减仓 |
| CINF | CINNCINNATI FINL | $27.77万 | 0.13% | 1,500 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC COM | $28.51万 | 0.14% | 700 | -100 | -12.5% | -$4.07万 | 减仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $30.58万 | 0.15% | 3,900 | -1,400 | -26.4% | -$10.98万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS INC | $31.18万 | 0.15% | 500 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WORKS | $31.92万 | 0.15% | 1,180 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO | $33.06万 | 0.16% | 4,000 | 0 | 0.0% | — | 不变 |
| — | VANGUARD EUROPEAN STOCK INDEX | $33.46万 | 0.16% | 3,022 | 200 | 7.1% | $2.21万 | 加仓 |
| — | VANGUARD EMERGING MARKETS STOC | $34.14万 | 0.16% | 6,893 | 0 | 0.0% | — | 不变 |
| — | VANGUARD PACIFIC STOCK INDEX F | $39.65万 | 0.19% | 2,763 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL | $40.14万 | 0.19% | 5,472 | -7,112 | -56.5% | -$52.17万 | 减仓 |
| WMS | ADVANCED DRAINAGE SYSTEMS INC | $41.59万 | 0.20% | 2,650 | -600 | -18.5% | -$9.42万 | 减仓 |
| AMGN | AMGEN INC | $42.01万 | 0.20% | 1,160 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL | $43.60万 | 0.21% | 2,473 | -273 | -9.9% | -$4.81万 | 减仓 |
| MCO | MOODYS CORPORATION | $45.29万 | 0.22% | 1,000 | -200 | -16.7% | -$9.06万 | 减仓 |
| — | OAKMARK INTL FD | $46.66万 | 0.22% | 14,221 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRUMENTS | $48.14万 | 0.23% | 1,615 | 0 | 0.0% | — | 不变 |
| — | VANGUARD TOTAL STOCK MARKET IN | $52.01万 | 0.25% | 2,887 | 0 | 0.0% | — | 不变 |
| — | VANGUARD SMALL CAP INDEX FD AD | $52.11万 | 0.25% | 3,590 | 0 | 0.0% | — | 不变 |
| — | WCM FOCUSED INTERNATIONAL GROW | $52.40万 | 0.25% | 18,201 | -3,899 | -17.6% | -$11.23万 | 减仓 |
| — | EXXON MOBIL | $52.98万 | 0.25% | 3,875 | 0 | 0.0% | — | 不变 |
| VFIAX | VANGUARD 500 INDEX FD ADMIRAL | $54.32万 | 0.26% | 785 | -30 | -3.7% | -$2.08万 | 减仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH | $62.09万 | 0.30% | 5,000 | -1,000 | -16.7% | -$12.42万 | 减仓 |
| GPN | GLOBAL PAYMENTS | $65.67万 | 0.31% | 9,050 | -1,900 | -17.4% | -$13.79万 | 减仓 |
| COST | COSTCO WHOLESALE | $67.17万 | 0.32% | 718 | 0 | 0.0% | — | 不变 |
| MRK | MERCK | $70.10万 | 0.34% | 5,455 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC | $72.79万 | 0.35% | 2,700 | -250 | -8.5% | -$6.74万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY L | $73.61万 | 0.35% | 8,495 | 1,029 | 13.8% | $8.92万 | 加仓 |
| CB | CHUBB LIMITED | $88.59万 | 0.42% | 2,600 | -200 | -7.1% | -$6.81万 | 减仓 |
| IWV | ISHARES RUSSELL 3000 | $89.63万 | 0.43% | 2,102 | 0 | 0.0% | — | 不变 |
| EXEL | EXELIXIS INC | $89.78万 | 0.43% | 16,500 | -2,000 | -10.8% | -$10.88万 | 减仓 |
| WM | WASTE MANAGEMENT INC | $92.32万 | 0.44% | 4,142 | 0 | 0.0% | — | 不变 |
| — | VANGUARD STAR FD | $96.16万 | 0.46% | 31,272 | 0 | 0.0% | — | 不变 |
| IBM | INTL BUSINESS MACH | $122.61万 | 0.59% | 4,360 | -1,100 | -20.1% | -$30.93万 | 减仓 |
| — | VANGUARD DIVIDEND GROWTH | $127.96万 | 0.61% | 40,634 | 0 | 0.0% | — | 不变 |
| WCN | WASTE CONNECTIONS INC NEW | $130.20万 | 0.62% | 7,811 | 4,471 | 133.9% | $74.53万 | 加仓 |
| UNH | UNITEDHEALTH GROUP | $147.38万 | 0.71% | 3,546 | -4,139 | -53.9% | -$172.03万 | 减仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION | $147.44万 | 0.71% | 6,231 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC CL C | $152.82万 | 0.73% | 4,325 | -80 | -1.8% | -$2.83万 | 减仓 |
| ABBV | ABBVIE | $159.44万 | 0.76% | 6,336 | -350 | -5.2% | -$8.81万 | 减仓 |
| MS | MORGAN STANLEY | $162.70万 | 0.78% | 7,783 | -800 | -9.3% | -$16.72万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY CL B | $165.18万 | 0.79% | 3,301 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE | $171.13万 | 0.82% | 5,228 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $174.56万 | 0.84% | 4,621 | 1,659 | 56.0% | $62.67万 | 加仓 |
| NEE | NEXTERA ENERGY | $192.87万 | 0.92% | 21,975 | 8,409 | 62.0% | $73.81万 | 加仓 |
| CNI | CANADIAN NATL RAILWAY | $213.68万 | 1.02% | 17,920 | -330 | -1.8% | -$3.93万 | 减仓 |
| — | GQG PARTNERS EMERGING MARKETS | $239.15万 | 1.14% | 129,061 | 122 | 0.1% | $2,261 | 加仓 |
| CVX | CHEVRON | $242.57万 | 1.16% | 14,634 | 344 | 2.4% | $5.70万 | 加仓 |
| V | VISA | $248.71万 | 1.19% | 7,249 | -200 | -2.7% | -$6.86万 | 减仓 |
| — | AMG RIVER ROAD SMALL-MID CAP V | $266.80万 | 1.28% | 252,648 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $270.09万 | 1.29% | 37,429 | 3,515 | 10.4% | $25.36万 | 加仓 |
| SCHW | CHARLES SCHWAB | $271.71万 | 1.30% | 29,447 | 3,804 | 14.8% | $35.10万 | 加仓 |
| ATR | APTARGROUP | $289.30万 | 1.38% | 23,107 | -2,095 | -8.3% | -$26.23万 | 减仓 |
| XYL | XYLEM INC | $349.46万 | 1.67% | 29,563 | 681 | 2.4% | $8.05万 | 加仓 |
| DHR | DANAHER CORP | $367.49万 | 1.76% | 19,293 | -1,586 | -7.6% | -$30.21万 | 减仓 |
| ABT | ABBOTT LABS | $384.43万 | 1.84% | 42,366 | -1,984 | -4.5% | -$18.00万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING | $393.17万 | 1.88% | 17,556 | 53 | 0.3% | $1.19万 | 加仓 |
| AXP | AMERICAN EXPRESS | $406.98万 | 1.95% | 12,032 | 2,243 | 22.9% | $75.87万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS | $411.39万 | 1.97% | 8,282 | 472 | 6.0% | $23.45万 | 加仓 |
| PG | PROCTER & GAMBLE | $411.44万 | 1.97% | 28,058 | 747 | 2.7% | $10.95万 | 加仓 |
| HD | HOME DEPOT | $493.96万 | 2.36% | 14,006 | 226 | 1.6% | $7.97万 | 加仓 |
| JNJ | JOHNSON AND JOHNSON | $554.62万 | 2.65% | 21,838 | -259 | -1.2% | -$6.58万 | 减仓 |
| ROK | ROCKWELL AUTOMATION | $557.51万 | 2.67% | 11,261 | -56 | -0.5% | -$2.77万 | 减仓 |
| MA | MASTERCARD | $561.01万 | 2.68% | 10,923 | 324 | 3.1% | $16.64万 | 加仓 |
| TJX | TJX COS | $574.46万 | 2.75% | 37,918 | 148 | 0.4% | $2.24万 | 加仓 |
| SBGSY | SCHNEIDER ELEC SA ADR | $592.43万 | 2.83% | 90,891 | 1,116 | 1.2% | $7.27万 | 加仓 |
| RTX | RTX CORPORATION | $604.42万 | 2.89% | 31,857 | -644 | -2.0% | -$12.22万 | 减仓 |
| AMZN | AMAZON.COM | $692.43万 | 3.31% | 29,052 | 35 | 0.1% | $8,342 | 加仓 |
| LLY | ELI LILLY & CO | $718.46万 | 3.44% | 5,990 | 359 | 6.4% | $43.06万 | 加仓 |
| MSFT | MICROSOFT | $745.41万 | 3.57% | 19,983 | 1,029 | 5.4% | $38.38万 | 加仓 |
| ADI | ANALOG DEVICES | $876.63万 | 4.19% | 22,072 | -1,479 | -6.3% | -$58.74万 | 减仓 |
| AMAT | APPLIED MATERIAL | $944.38万 | 4.52% | 13,062 | 454 | 3.6% | $32.82万 | 加仓 |
| AAPL | APPLE | $945.69万 | 4.52% | 32,682 | 85 | 0.3% | $2.46万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES | $1,060.22万 | 5.07% | 18,251 | -1,673 | -8.4% | -$97.19万 | 减仓 |
| NVDA | NVIDIA CORP | $1,112.44万 | 5.32% | 55,597 | -1,531 | -2.7% | -$30.63万 | 减仓 |
| GOOGL | ALPHABET INC CL A | $1,132.68万 | 5.42% | 31,695 | -793 | -2.4% | -$28.34万 | 减仓 |