Delaney Dennis R
BOSTON MA · SEC CIK 0001661536
$2.82亿2026Q1 申报市值
60持仓数
46.8%前十大占比 · 第一大 6.7%
12 / 1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
NVDA 加仓+$676.55万
GOOGL 加仓+$616.59万
AAPL 加仓+$513.06万
MSFT 加仓+$408.85万
AMZN 加仓+$355.25万
2026Q1 卖出最多 按季末市值估算
UNH 减仓-$143.17万
MKC 清仓-$60.00万
EXXON MOBIL 减仓-$16.75万
SPY 减仓-$1.95万
BRK/B 减仓-$9,584
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 |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC CL A | $1,900.46万 | 6.73% | 66,089 | 21,442 | 48.0% | $616.59万 | 加仓 |
| NVDA | NVIDIA CORP | $1,810.93万 | 6.41% | 103,838 | 38,793 | 59.6% | $676.55万 | 加仓 |
| AAPL | APPLE | $1,629.38万 | 5.77% | 64,202 | 20,216 | 46.0% | $513.06万 | 加仓 |
| ADI | ANALOG DEVICES | $1,285.09万 | 4.55% | 40,394 | 9,869 | 32.3% | $313.97万 | 加仓 |
| MSFT | MICROSOFT | $1,239.44万 | 4.39% | 33,483 | 11,045 | 49.2% | $408.85万 | 加仓 |
| MA | MASTERCARD | $1,126.28万 | 3.99% | 22,541 | 7,040 | 45.4% | $351.76万 | 加仓 |
| AMZN | AMAZON.COM | $1,106.64万 | 3.92% | 53,135 | 17,057 | 47.3% | $355.25万 | 加仓 |
| JNJ | JOHNSON AND JOHNSON | $1,097.51万 | 3.89% | 44,899 | 8,899 | 24.7% | $217.53万 | 加仓 |
| TJX | TJX COS | $1,091.50万 | 3.86% | 68,347 | 20,250 | 42.1% | $323.39万 | 加仓 |
| ROK | ROCKWELL AUTOMATION | $927.99万 | 3.29% | 25,858 | 7,645 | 42.0% | $274.36万 | 加仓 |
| ABT | ABBOTT LABS | $859.84万 | 3.04% | 83,748 | 25,445 | 43.6% | $261.24万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES | $822.67万 | 2.91% | 40,440 | 15,251 | 60.5% | $310.25万 | 加仓 |
| PG | PROCTER & GAMBLE | $819.13万 | 2.90% | 56,711 | 15,391 | 37.2% | $222.31万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING | $813.55万 | 2.88% | 40,041 | 12,690 | 46.4% | $257.84万 | 加仓 |
| HD | HOME DEPOT | $792.03万 | 2.80% | 24,082 | 7,768 | 47.6% | $255.48万 | 加仓 |
| ATR | APTARGROUP | $786.18万 | 2.78% | 62,385 | 15,061 | 31.8% | $189.80万 | 加仓 |
| SBGSY | SCHNEIDER ELEC SA ADR | $759.90万 | 2.69% | 139,610 | 43,880 | 45.8% | $238.84万 | 加仓 |
| DHR | DANAHER CORP | $735.69万 | 2.60% | 38,802 | 13,245 | 51.8% | $251.13万 | 加仓 |
| RTX | RTX CORPORATION | $731.94万 | 2.59% | 37,944 | 4,629 | 13.9% | $89.29万 | 加仓 |
| CNI | CANADIAN NATL RAILWAY | $640.84万 | 2.27% | 62,357 | 16,650 | 36.4% | $171.11万 | 加仓 |
| XYL | XYLEM INC | $610.91万 | 2.16% | 51,122 | 19,670 | 62.5% | $235.06万 | 加仓 |
| CVX | CHEVRON | $529.29万 | 1.87% | 25,582 | 3,470 | 15.7% | $71.79万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS | $520.17万 | 1.84% | 11,649 | 4,680 | 67.2% | $208.98万 | 加仓 |
| AMAT | APPLIED MATERIAL | $498.53万 | 1.77% | 14,586 | 4,778 | 48.7% | $163.31万 | 加仓 |
| LLY | ELI LILLY & CO | $488.86万 | 1.73% | 5,315 | 2,466 | 86.6% | $226.82万 | 加仓 |
| SCHW | CHARLES SCHWAB | $471.22万 | 1.67% | 50,140 | 23,187 | 86.0% | $217.91万 | 加仓 |
| AXP | AMERICAN EXPRESS | $440.08万 | 1.56% | 14,549 | 7,133 | 96.2% | $215.76万 | 加仓 |
| — | EXXON MOBIL | $420.04万 | 1.49% | 24,758 | -987 | -3.8% | -$16.75万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $371.94万 | 1.32% | 51,708 | 21,395 | 70.6% | $153.89万 | 加仓 |
| ABBV | ABBVIE | $333.67万 | 1.18% | 15,342 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY | $283.19万 | 1.00% | 30,490 | 25,400 | 499.0% | $235.92万 | 加仓 |
| FISV | FISERV | $262.99万 | 0.93% | 47,130 | 5,390 | 12.9% | $30.08万 | 加仓 |
| ASML | ASML HOLDING NV | $202.75万 | 0.72% | 1,535 | 1,335 | 667.5% | $176.33万 | 加仓 |
| — | HONEYWELL INTL | $187.49万 | 0.66% | 8,295 | 6,970 | 526.0% | $157.54万 | 加仓 |
| WCN | WASTE CONNECTIONS INC NEW | $173.03万 | 0.61% | 10,652 | 10,652 | — | $173.03万 | 新建仓 |
| CARR | CARRIER GLOBAL | $169.24万 | 0.60% | 30,055 | 16,005 | 113.9% | $90.12万 | 加仓 |
| NSRGY | NESTLE SA ADR | $162.03万 | 0.57% | 16,350 | 8,915 | 119.9% | $88.35万 | 加仓 |
| AVGO | BROADCOM INC | $148.72万 | 0.53% | 4,805 | 4,805 | — | $148.72万 | 新建仓 |
| NSC | NORFOLK SOUTHERN | $113.45万 | 0.40% | 3,953 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO | $99.23万 | 0.35% | 6,390 | 2,200 | 52.5% | $34.16万 | 加仓 |
| UNH | UNITEDHEALTH GROUP | $80.64万 | 0.29% | 2,980 | -5,291 | -64.0% | -$143.17万 | 减仓 |
| V | VISA | $76.53万 | 0.27% | 2,532 | 2,532 | — | $76.53万 | 新建仓 |
| CRWD | CROWDSTRIKE HOLDINGS INC | $74.37万 | 0.26% | 1,905 | 1,905 | — | $74.37万 | 新建仓 |
| — | GQG PARTNERS EMERGING MARKETS | $62.89万 | 0.22% | 34,573 | 34,573 | — | $62.89万 | 新建仓 |
| NVO | NOVO NORDISK A S ADR | $59.72万 | 0.21% | 16,250 | 0 | 0.0% | — | 不变 |
| — | NOVOZYMES A S DKK 2.0 | $57.54万 | 0.20% | 9,750 | 9,750 | — | $57.54万 | 新建仓 |
| EMR | EMERSON ELECTRIC | $52.41万 | 0.19% | 4,000 | 4,000 | — | $52.41万 | 新建仓 |
| UNP | UNION PACIFIC | $44.28万 | 0.16% | 1,825 | 93 | 5.4% | $2.26万 | 加仓 |
| NVS | NOVARTIS AG ADR | $39.33万 | 0.14% | 2,575 | 2,575 | — | $39.33万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY CL B | $36.90万 | 0.13% | 770 | -20 | -2.5% | -$9,584 | 减仓 |
| IVV | ISHARES S&P 500 | $32.66万 | 0.12% | 500 | 500 | — | $32.66万 | 新建仓 |
| SPY | SPDR S&P 500 ETF | $32.52万 | 0.12% | 500 | -30 | -5.7% | -$1.95万 | 减仓 |
| GIS | GENERAL MILLS | $29.78万 | 0.11% | 8,000 | 0 | 0.0% | — | 不变 |
| WMT | WAL-MART STORES | $25.66万 | 0.09% | 2,065 | 2,065 | — | $25.66万 | 新建仓 |
| CSCO | CISCO SYS INC | $22.11万 | 0.08% | 2,850 | 2,850 | — | $22.11万 | 新建仓 |
| — | AMG RIVER ROAD SMALL-MID CAP V | $19.80万 | 0.07% | 20,245 | 20,245 | — | $19.80万 | 新建仓 |
| IOVA | IOVANCE BIOTHERAPEUTICS | $13.34万 | 0.05% | 38,000 | 0 | 0.0% | — | 不变 |
| BBAI | BIGBEARAI HOLDINGS | $8.45万 | 0.03% | 24,000 | 0 | 0.0% | — | 不变 |
| — | CELLECTIS ADS | $7.61万 | 0.03% | 24,000 | 0 | 0.0% | — | 不变 |
| AUTL | AUTOLUS THERAPEUTICS PLC SPON | $3.31万 | 0.01% | 24,000 | 0 | 0.0% | — | 不变 |
| MKC | MCCORMICK & CO | $0 | 0.00% | 0 | -8,810 | -100.0% | -$60.00万 | 清仓 |