Delaney Dennis R
BOSTON MA · SEC CIK 0001661536
$3.14亿2026Q2 申报市值
61持仓数
48.5%前十大占比 · 第一大 6.9%
2 / 1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
LLY 加仓+$112.39万
WCN 加仓+$103.25万
HONA 新建仓+$95.22万
AXP 加仓+$86.76万
NEE 加仓+$79.78万
2026Q2 卖出最多 按季末市值估算
AMD 减仓-$308.46万
NVDA 减仓-$214.92万
GOOGL 减仓-$185.40万
FISV 减仓-$173.47万
CARR 减仓-$169.29万
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 |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC CL A | $2,176.42万 | 6.93% | 60,901 | -5,188 | -7.9% | -$185.40万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES | $2,040.74万 | 6.50% | 35,130 | -5,310 | -13.1% | -$308.46万 | 减仓 |
| NVDA | NVIDIA CORP | $1,862.78万 | 5.93% | 93,097 | -10,741 | -10.3% | -$214.92万 | 减仓 |
| AAPL | APPLE | $1,706.85万 | 5.44% | 58,987 | -5,215 | -8.1% | -$150.90万 | 减仓 |
| ADI | ANALOG DEVICES | $1,477.91万 | 4.71% | 37,211 | -3,183 | -7.9% | -$126.42万 | 减仓 |
| AMZN | AMAZON.COM | $1,262.06万 | 4.02% | 52,952 | -183 | -0.3% | -$4.36万 | 减仓 |
| MSFT | MICROSOFT | $1,244.06万 | 3.96% | 33,351 | -132 | -0.4% | -$4.92万 | 减仓 |
| ROK | ROCKWELL AUTOMATION | $1,224.88万 | 3.90% | 24,741 | -1,117 | -4.3% | -$55.30万 | 减仓 |
| MA | MASTERCARD | $1,125.55万 | 3.58% | 21,915 | -626 | -2.8% | -$32.15万 | 减仓 |
| JNJ | JOHNSON AND JOHNSON | $1,111.22万 | 3.54% | 43,754 | -1,145 | -2.6% | -$29.08万 | 减仓 |
| AMAT | APPLIED MATERIAL | $1,085.30万 | 3.46% | 15,011 | 425 | 2.9% | $30.73万 | 加仓 |
| TJX | TJX COS | $1,022.58万 | 3.26% | 67,497 | -850 | -1.2% | -$12.88万 | 减仓 |
| SBGSY | SCHNEIDER ELEC SA ADR | $885.47万 | 2.82% | 135,850 | -3,760 | -2.7% | -$24.51万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING | $862.90万 | 2.75% | 38,531 | -1,510 | -3.8% | -$33.82万 | 减仓 |
| HD | HOME DEPOT | $825.87万 | 2.63% | 23,417 | -665 | -2.8% | -$23.45万 | 减仓 |
| PG | PROCTER & GAMBLE | $806.62万 | 2.57% | 55,007 | -1,704 | -3.0% | -$24.99万 | 减仓 |
| LLY | ELI LILLY & CO | $749.88万 | 2.39% | 6,252 | 937 | 17.6% | $112.39万 | 加仓 |
| ABT | ABBOTT LABS | $746.84万 | 2.38% | 82,306 | -1,442 | -1.7% | -$13.08万 | 减仓 |
| DHR | DANAHER CORP | $716.62万 | 2.28% | 37,622 | -1,180 | -3.0% | -$22.48万 | 减仓 |
| CNI | CANADIAN NATL RAILWAY | $704.26万 | 2.24% | 59,062 | -3,295 | -5.3% | -$39.29万 | 减仓 |
| ATR | APTARGROUP | $683.57万 | 2.18% | 54,598 | -7,787 | -12.5% | -$97.49万 | 减仓 |
| RTX | RTX CORPORATION | $656.45万 | 2.09% | 34,599 | -3,345 | -8.8% | -$63.46万 | 减仓 |
| XYL | XYLEM INC | $597.16万 | 1.90% | 50,517 | -605 | -1.2% | -$7.15万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS | $582.81万 | 1.86% | 11,733 | 84 | 0.7% | $4.17万 | 加仓 |
| AXP | AMERICAN EXPRESS | $578.88万 | 1.84% | 17,114 | 2,565 | 17.6% | $86.76万 | 加仓 |
| SCHW | CHARLES SCHWAB | $524.32万 | 1.67% | 56,825 | 6,685 | 13.3% | $61.68万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $420.28万 | 1.34% | 58,243 | 6,535 | 12.6% | $47.16万 | 加仓 |
| ABBV | ABBVIE | $386.07万 | 1.23% | 15,342 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON | $375.98万 | 1.20% | 22,682 | -2,900 | -11.3% | -$48.07万 | 减仓 |
| NEE | NEXTERA ENERGY | $347.39万 | 1.11% | 39,580 | 9,090 | 29.8% | $79.78万 | 加仓 |
| — | EXXON MOBIL | $337.81万 | 1.08% | 24,708 | -50 | -0.2% | -$6,836 | 减仓 |
| ASML | ASML HOLDING NV | $286.36万 | 0.91% | 1,460 | -75 | -4.9% | -$14.71万 | 减仓 |
| WCN | WASTE CONNECTIONS INC NEW | $280.81万 | 0.89% | 16,846 | 6,194 | 58.1% | $103.25万 | 加仓 |
| AVGO | BROADCOM INC | $216.60万 | 0.69% | 5,734 | 929 | 19.3% | $35.09万 | 加仓 |
| CRWD | CROWDSTRIKE HOLDINGS INC | $149.58万 | 0.48% | 1,960 | 55 | 2.9% | $4.20万 | 加仓 |
| NSRGY | NESTLE SA ADR | $135.55万 | 0.43% | 13,200 | -3,150 | -19.3% | -$32.35万 | 减仓 |
| NSC | NORFOLK SOUTHERN | $124.36万 | 0.40% | 3,953 | 0 | 0.0% | — | 不变 |
| HON | HONEYWELL INTL | $96.43万 | 0.31% | 4,307 | -3,988 | -48.1% | -$89.29万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $95.22万 | 0.30% | 4,307 | 4,307 | — | $95.22万 | 新建仓 |
| PEP | PEPSICO | $85.98万 | 0.27% | 6,350 | -40 | -0.6% | -$5,416 | 减仓 |
| — | GQG PARTNERS EMERGING MARKETS | $74.38万 | 0.24% | 40,142 | 5,569 | 16.1% | $10.32万 | 加仓 |
| NVO | NOVO NORDISK A S ADR | $58.73万 | 0.19% | 12,250 | -4,000 | -24.6% | -$19.18万 | 减仓 |
| FISV | FISERV | $57.71万 | 0.18% | 11,765 | -35,365 | -75.0% | -$173.47万 | 减仓 |
| EMR | EMERSON ELECTRIC | $57.26万 | 0.18% | 4,000 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY SA | $56.79万 | 0.18% | 1,237 | 1,237 | — | $56.79万 | 新建仓 |
| CARR | CARRIER GLOBAL | $51.16万 | 0.16% | 6,975 | -23,080 | -76.8% | -$169.29万 | 减仓 |
| UNP | UNION PACIFIC | $49.64万 | 0.16% | 1,825 | 0 | 0.0% | — | 不变 |
| — | NOVOZYMES A S DKK 2.0 | $45.62万 | 0.15% | 7,250 | -2,500 | -25.6% | -$15.73万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY CL B | $44.78万 | 0.14% | 895 | 125 | 16.2% | $6.25万 | 加仓 |
| NVS | NOVARTIS AG ADR | $40.36万 | 0.13% | 2,575 | 0 | 0.0% | — | 不变 |
| — | AMG RIVER ROAD SMALL-MID CAP V | $38.25万 | 0.12% | 36,219 | 15,974 | 78.9% | $16.87万 | 加仓 |
| SPY | SPDR S&P 500 ETF | $37.34万 | 0.12% | 500 | 0 | 0.0% | — | 不变 |
| V | VISA | $34.89万 | 0.11% | 1,017 | -1,515 | -59.8% | -$51.98万 | 减仓 |
| UNH | UNITEDHEALTH GROUP | $34.29万 | 0.11% | 825 | -2,155 | -72.3% | -$89.57万 | 减仓 |
| CSCO | CISCO SYS INC | $33.48万 | 0.11% | 2,850 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS | $27.32万 | 0.09% | 7,850 | -150 | -1.9% | -$5,220 | 减仓 |
| WMT | WAL-MART STORES | $23.39万 | 0.07% | 2,065 | 0 | 0.0% | — | 不变 |
| IOVA | IOVANCE BIOTHERAPEUTICS | $15.81万 | 0.05% | 38,000 | 0 | 0.0% | — | 不变 |
| BBAI | BIGBEARAI HOLDINGS | $8.81万 | 0.03% | 24,000 | 0 | 0.0% | — | 不变 |
| — | CELLECTIS ADS | $7.20万 | 0.02% | 24,000 | 0 | 0.0% | — | 不变 |
| AUTL | AUTOLUS THERAPEUTICS PLC SPON | $3.84万 | 0.01% | 24,000 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES S&P 500 | $0 | 0.00% | 0 | -500 | -100.0% | -$32.66万 | 清仓 |