Elefante Mark B
BOSTON MA · SEC CIK 0001661535
$2.32亿2026Q2 申报市值
60持仓数
48.0%前十大占比 · 第一大 7.4%
4 / 2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
NVDA 加仓+$244.37万
AMD 加仓+$129.83万
AAPL 加仓+$123.88万
WCN 加仓+$108.13万
LLY 加仓+$106.75万
2026Q2 卖出最多 按季末市值估算
CARR 减仓-$240.05万
UNH 清仓-$97.30万
FISV 减仓-$77.46万
HON 减仓-$48.70万
ADI 减仓-$48.30万
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 |
|---|---|---|---|---|---|---|---|---|
| AMD | ADVANCED MICRO DEVICES | $1,724.95万 | 7.43% | 29,694 | 2,235 | 8.1% | $129.83万 | 加仓 |
| GOOGL | ALPHABET INC CL A | $1,562.89万 | 6.73% | 43,733 | 1,897 | 4.5% | $67.79万 | 加仓 |
| NVDA | NVIDIA CORP | $1,362.91万 | 5.87% | 68,115 | 12,213 | 21.8% | $244.37万 | 加仓 |
| AAPL | APPLE | $1,254.84万 | 5.40% | 43,366 | 4,281 | 11.0% | $123.88万 | 加仓 |
| ADI | ANALOG DEVICES | $1,028.35万 | 4.43% | 25,892 | -1,216 | -4.5% | -$48.30万 | 减仓 |
| AMAT | APPLIED MATERIAL | $901.80万 | 3.88% | 12,473 | 269 | 2.2% | $19.45万 | 加仓 |
| AMZN | AMAZON.COM | $857.43万 | 3.69% | 35,975 | 2,441 | 7.3% | $58.18万 | 加仓 |
| MA | MASTERCARD | $837.17万 | 3.61% | 16,300 | 1,613 | 11.0% | $82.84万 | 加仓 |
| MSFT | MICROSOFT | $814.53万 | 3.51% | 21,836 | 2,640 | 13.8% | $98.48万 | 加仓 |
| ROK | ROCKWELL AUTOMATION | $801.09万 | 3.45% | 16,181 | 1,511 | 10.3% | $74.81万 | 加仓 |
| TJX | TJX COS | $747.20万 | 3.22% | 49,320 | 3,170 | 6.9% | $48.03万 | 加仓 |
| JNJ | JOHNSON AND JOHNSON | $728.54万 | 3.14% | 28,686 | 2,563 | 9.8% | $65.09万 | 加仓 |
| RTX | RTX CORPORATION | $653.39万 | 2.81% | 34,438 | 3,687 | 12.0% | $69.95万 | 加仓 |
| SBGSY | SCHNEIDER ELEC SA ADR | $629.24万 | 2.71% | 96,539 | 8,800 | 10.0% | $57.36万 | 加仓 |
| LLY | ELI LILLY & CO | $590.24万 | 2.54% | 4,921 | 890 | 22.1% | $106.75万 | 加仓 |
| PG | PROCTER & GAMBLE | $588.66万 | 2.53% | 40,143 | 3,080 | 8.3% | $45.17万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING | $580.16万 | 2.50% | 25,906 | 2,482 | 10.6% | $55.58万 | 加仓 |
| HD | HOME DEPOT | $551.87万 | 2.38% | 15,648 | 1,501 | 10.6% | $52.94万 | 加仓 |
| DHR | DANAHER CORP | $537.23万 | 2.31% | 28,204 | 1,586 | 6.0% | $30.21万 | 加仓 |
| ABT | ABBOTT LABS | $530.23万 | 2.28% | 58,434 | 4,378 | 8.1% | $39.73万 | 加仓 |
| ATR | APTARGROUP | $492.37万 | 2.12% | 39,327 | 1,563 | 4.1% | $19.57万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS | $461.21万 | 1.99% | 9,285 | 1,144 | 14.1% | $56.83万 | 加仓 |
| XYL | XYLEM INC | $453.18万 | 1.95% | 38,337 | 3,282 | 9.4% | $38.80万 | 加仓 |
| AXP | AMERICAN EXPRESS | $449.80万 | 1.94% | 13,298 | 2,568 | 23.9% | $86.86万 | 加仓 |
| CNI | CANADIAN NATL RAILWAY | $413.68万 | 1.78% | 34,693 | 3,735 | 12.1% | $44.54万 | 加仓 |
| CVX | CHEVRON | $389.93万 | 1.68% | 23,524 | 3,352 | 16.6% | $55.56万 | 加仓 |
| SCHW | CHARLES SCHWAB | $389.51万 | 1.68% | 42,214 | 9,375 | 28.5% | $86.50万 | 加仓 |
| NEE | NEXTERA ENERGY | $349.91万 | 1.51% | 39,867 | 8,971 | 29.0% | $78.74万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $325.70万 | 1.40% | 45,136 | 6,552 | 17.0% | $47.28万 | 加仓 |
| ASML | ASML HOLDING NV | $212.61万 | 0.92% | 1,084 | 176 | 19.4% | $34.52万 | 加仓 |
| AVGO | BROADCOM INC | $211.43万 | 0.91% | 5,597 | 2,524 | 82.1% | $95.34万 | 加仓 |
| WCN | WASTE CONNECTIONS INC NEW | $207.71万 | 0.89% | 12,461 | 6,487 | 108.6% | $108.13万 | 加仓 |
| CRWD | CROWDSTRIKE HOLDINGS INC | $168.20万 | 0.72% | 2,204 | 516 | 30.6% | $39.38万 | 加仓 |
| ABBV | ABBVIE | $115.50万 | 0.50% | 4,590 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL | $103.22万 | 0.44% | 7,550 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL | $97.56万 | 0.42% | 5,533 | -410 | -6.9% | -$7.23万 | 减仓 |
| V | VISA | $87.49万 | 0.38% | 2,550 | 1,515 | 146.4% | $51.98万 | 加仓 |
| — | GQG PARTNERS EMERGING MARKETS | $83.84万 | 0.36% | 45,246 | 5,100 | 12.7% | $9.45万 | 加仓 |
| — | AMG RIVER ROAD SMALL-MID CAP V | $83.23万 | 0.36% | 78,815 | 10,522 | 15.4% | $11.11万 | 加仓 |
| NSRGY | NESTLE SA ADR | $82.46万 | 0.36% | 8,030 | 2,650 | 49.3% | $27.21万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY CL B | $64.55万 | 0.28% | 1,290 | 85 | 7.1% | $4.25万 | 加仓 |
| MRK | MERCK | $61.68万 | 0.27% | 4,800 | 0 | 0.0% | — | 不变 |
| CP | CANADIAN PACIFIC KANSAS CITY L | $59.71万 | 0.26% | 6,891 | 526 | 8.3% | $4.56万 | 加仓 |
| COST | COSTCO WHOLESALE | $59.68万 | 0.26% | 638 | 0 | 0.0% | — | 不变 |
| HON | HONEYWELL INTL | $53.04万 | 0.23% | 2,369 | -2,175 | -47.9% | -$48.70万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $52.37万 | 0.23% | 2,369 | 2,369 | — | $52.37万 | 新建仓 |
| UNP | UNION PACIFIC | $40.80万 | 0.18% | 1,500 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES S&P 500 | $37.44万 | 0.16% | 500 | 500 | — | $37.44万 | 新建仓 |
| — | NOVOZYMES A S DKK 2.0 | $37.13万 | 0.16% | 5,900 | 2,500 | 73.5% | $15.73万 | 加仓 |
| DE | DEERE & CO | $33.30万 | 0.14% | 525 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL | $31.91万 | 0.14% | 4,350 | -32,727 | -88.3% | -$240.05万 | 减仓 |
| GOOG | ALPHABET INC CL C | $31.27万 | 0.13% | 885 | -75 | -7.8% | -$2.65万 | 减仓 |
| PEP | PEPSICO | $30.13万 | 0.13% | 2,225 | -650 | -22.6% | -$8.80万 | 减仓 |
| ECL | ECOLAB INC | $27.86万 | 0.12% | 1,000 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORP | $26.92万 | 0.12% | 855 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE | $25.27万 | 0.11% | 772 | 0 | 0.0% | — | 不变 |
| FISV | FISERV | $23.66万 | 0.10% | 4,823 | -15,793 | -76.6% | -$77.46万 | 减仓 |
| DOV | DOVER CORP | $22.43万 | 0.10% | 1,000 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $21.11万 | 0.09% | 1,800 | 1,800 | — | $21.11万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP | $20.23万 | 0.09% | 200 | 200 | — | $20.23万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP | $0 | 0.00% | 0 | -3,596 | -100.0% | -$97.30万 | 清仓 |
| MKC | MCCORMICK & CO | $0 | 0.00% | 0 | -8,785 | -100.0% | -$44.31万 | 清仓 |