Elefante Mark B
BOSTON MA · SEC CIK 0001661535
$1.82亿2026Q1 申报市值
58持仓数
44.8%前十大占比 · 第一大 6.6%
4 / 2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
AAPL 加仓+$137.93万
AXP 加仓+$123.65万
MA 加仓+$120.07万
NVDA 加仓+$119.59万
SCHW 加仓+$118.92万
2026Q1 卖出最多 按季末市值估算
UNH 减仓-$92.03万
MKC 减仓-$84.51万
NVO 清仓-$27.32万
CVX 减仓-$24.48万
V 减仓-$24.18万
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 |
|---|---|---|---|---|---|---|---|---|
| NVO | NOVO NORDISK A S ADR | $0 | 0.00% | 0 | -5,370 | -100.0% | -$27.32万 | 清仓 |
| RELX | RELX PLC | $0 | 0.00% | 0 | -5,860 | -100.0% | -$23.69万 | 清仓 |
| — | NOVOZYMES A S DKK 2.0 | $20.07万 | 0.11% | 3,400 | 3,400 | — | $20.07万 | 新建仓 |
| DOV | DOVER CORP | $20.84万 | 0.11% | 1,000 | 1,000 | — | $20.84万 | 新建仓 |
| JPM | JPMORGAN CHASE | $22.71万 | 0.12% | 772 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $26.60万 | 0.15% | 1,000 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC CL C | $27.54万 | 0.15% | 960 | -225 | -19.0% | -$6.45万 | 减仓 |
| SYK | STRYKER CORP | $28.09万 | 0.15% | 855 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $29.57万 | 0.16% | 525 | 525 | — | $29.57万 | 新建仓 |
| V | VISA | $31.28万 | 0.17% | 1,035 | -800 | -43.6% | -$24.18万 | 减仓 |
| UNP | UNION PACIFIC | $36.39万 | 0.20% | 1,500 | 0 | 0.0% | — | 不变 |
| MKC | MCCORMICK & CO | $44.31万 | 0.24% | 8,785 | -16,755 | -65.6% | -$84.51万 | 减仓 |
| PEP | PEPSICO | $44.65万 | 0.25% | 2,875 | 0 | 0.0% | — | 不变 |
| CP | CANADIAN PACIFIC KANSAS CITY L | $50.07万 | 0.28% | 6,365 | 30 | 0.5% | $2,360 | 加仓 |
| NSRGY | NESTLE SA ADR | $53.32万 | 0.29% | 5,380 | -1,120 | -17.2% | -$11.10万 | 减仓 |
| MRK | MERCK | $57.74万 | 0.32% | 4,800 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY CL B | $57.74万 | 0.32% | 1,205 | 148 | 14.0% | $7.09万 | 加仓 |
| COST | COSTCO WHOLESALE | $63.57万 | 0.35% | 638 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HOLDINGS INC | $65.90万 | 0.36% | 1,688 | 781 | 86.1% | $30.49万 | 加仓 |
| — | AMG RIVER ROAD SMALL-MID CAP V | $66.79万 | 0.37% | 68,293 | 26,608 | 63.8% | $26.02万 | 加仓 |
| — | GQG PARTNERS EMERGING MARKETS | $73.03万 | 0.40% | 40,146 | 14,456 | 56.3% | $26.30万 | 加仓 |
| APH | AMPHENOL | $75.09万 | 0.41% | 5,943 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $95.11万 | 0.52% | 3,073 | 2,353 | 326.8% | $72.83万 | 加仓 |
| WCN | WASTE CONNECTIONS INC NEW | $97.04万 | 0.53% | 5,974 | 5,974 | — | $97.04万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP | $97.30万 | 0.54% | 3,596 | -3,401 | -48.6% | -$92.03万 | 减仓 |
| ABBV | ABBVIE | $99.83万 | 0.55% | 4,590 | 250 | 5.8% | $5.44万 | 加仓 |
| — | HONEYWELL INTL | $102.71万 | 0.56% | 4,544 | 977 | 27.4% | $22.08万 | 加仓 |
| FISV | FISERV | $115.04万 | 0.63% | 20,616 | -2,145 | -9.4% | -$11.97万 | 减仓 |
| ASML | ASML HOLDING NV | $119.93万 | 0.66% | 908 | 395 | 77.0% | $52.17万 | 加仓 |
| — | EXXON MOBIL | $128.09万 | 0.70% | 7,550 | -300 | -3.8% | -$5.09万 | 减仓 |
| CARR | CARRIER GLOBAL | $208.78万 | 1.15% | 37,077 | -3,603 | -8.9% | -$20.29万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $277.53万 | 1.53% | 38,584 | 13,359 | 53.0% | $96.09万 | 加仓 |
| NEE | NEXTERA ENERGY | $286.96万 | 1.58% | 30,896 | 11,200 | 56.9% | $104.03万 | 加仓 |
| SCHW | CHARLES SCHWAB | $308.62万 | 1.70% | 32,839 | 12,654 | 62.7% | $118.92万 | 加仓 |
| CNI | CANADIAN NATL RAILWAY | $318.16万 | 1.75% | 30,958 | 3,905 | 14.4% | $40.13万 | 加仓 |
| AXP | AMERICAN EXPRESS | $324.56万 | 1.79% | 10,730 | 4,088 | 61.5% | $123.65万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS | $363.53万 | 2.00% | 8,141 | 1,126 | 16.1% | $50.28万 | 加仓 |
| LLY | ELI LILLY & CO | $370.76万 | 2.04% | 4,031 | 1,133 | 39.1% | $104.21万 | 加仓 |
| AMAT | APPLIED MATERIAL | $417.12万 | 2.29% | 12,204 | 2,706 | 28.5% | $92.49万 | 加仓 |
| CVX | CHEVRON | $417.36万 | 2.30% | 20,172 | -1,183 | -5.5% | -$24.48万 | 减仓 |
| XYL | XYLEM INC | $418.91万 | 2.30% | 35,055 | 6,071 | 20.9% | $72.55万 | 加仓 |
| HD | HOME DEPOT | $465.28万 | 2.56% | 14,147 | 2,196 | 18.4% | $72.22万 | 加仓 |
| ATR | APTARGROUP | $475.90万 | 2.62% | 37,764 | 5,723 | 17.9% | $72.12万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING | $475.93万 | 2.62% | 23,424 | 3,516 | 17.7% | $71.44万 | 加仓 |
| SBGSY | SCHNEIDER ELEC SA ADR | $477.56万 | 2.63% | 87,739 | 13,237 | 17.8% | $72.05万 | 加仓 |
| DHR | DANAHER CORP | $504.68万 | 2.78% | 26,618 | 4,173 | 18.6% | $79.12万 | 加仓 |
| ROK | ROCKWELL AUTOMATION | $526.48万 | 2.90% | 14,670 | 1,950 | 15.3% | $69.98万 | 加仓 |
| PG | PROCTER & GAMBLE | $535.34万 | 2.94% | 37,063 | 5,463 | 17.3% | $78.91万 | 加仓 |
| ABT | ABBOTT LABS | $554.99万 | 3.05% | 54,056 | 8,403 | 18.4% | $86.27万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES | $558.60万 | 3.07% | 27,459 | 1,544 | 6.0% | $31.41万 | 加仓 |
| RTX | RTX CORPORATION | $593.19万 | 3.26% | 30,751 | 2,151 | 7.5% | $41.49万 | 加仓 |
| JNJ | JOHNSON AND JOHNSON | $638.55万 | 3.51% | 26,123 | 3,665 | 16.3% | $89.59万 | 加仓 |
| AMZN | AMAZON.COM | $698.41万 | 3.84% | 33,534 | 5,032 | 17.7% | $104.80万 | 加仓 |
| MSFT | MICROSOFT | $710.58万 | 3.91% | 19,196 | 3,087 | 19.2% | $114.27万 | 加仓 |
| MA | MASTERCARD | $733.85万 | 4.04% | 14,687 | 2,403 | 19.6% | $120.07万 | 加仓 |
| TJX | TJX COS | $737.02万 | 4.05% | 46,150 | 6,317 | 15.9% | $100.88万 | 加仓 |
| ADI | ANALOG DEVICES | $862.41万 | 4.74% | 27,108 | 2,242 | 9.0% | $71.33万 | 加仓 |
| NVDA | NVIDIA CORP | $974.93万 | 5.36% | 55,902 | 6,857 | 14.0% | $119.59万 | 加仓 |
| AAPL | APPLE | $991.94万 | 5.46% | 39,085 | 5,435 | 16.2% | $137.93万 | 加仓 |
| GOOGL | ALPHABET INC CL A | $1,203.04万 | 6.62% | 41,836 | 3,899 | 10.3% | $112.12万 | 加仓 |