Douglas Lane & Associates, LLC
NEW YORK NY · SEC CIK 0001672594
$73.69亿2026Q2 申报市值
250持仓数
24.0%前十大占比 · 第一大 4.1%
14 / 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
NKE 加仓+$2,081.13万
HONA 新建仓+$1,587.23万
SYK 加仓+$1,366.53万
VGNT 新建仓+$1,100.30万
LW 加仓+$1,086.95万
2026Q2 卖出最多 按季末市值估算
GM 减仓-$3,508.82万
QCOM 减仓-$2,514.27万
AES 减仓-$1,995.88万
IFF 减仓-$1,647.06万
GE 减仓-$1,558.45万
2026Q2 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| AMAT | APPLIED MATERIALS INC | $131.58万 | 0.02% | 1,820 | 280 | 18.2% | $20.24万 | 加仓 |
| SBUX | STARBUCKS CORP | $145.31万 | 0.02% | 14,220 | -138 | -1.0% | -$1.41万 | 减仓 |
| AVGO | BROADCOM INC | $147.79万 | 0.02% | 3,912 | 535 | 15.8% | $20.21万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $164.73万 | 0.02% | 17,968 | 31 | 0.2% | $2,842 | 加仓 |
| AMD | ADVANCED MICRO DEVICES | $175.32万 | 0.02% | 3,018 | 2,012 | 200.0% | $116.88万 | 加仓 |
| LAMR | LAMAR ADVERTISING CO NEW CL A | $181.70万 | 0.02% | 11,649 | -34 | -0.3% | -$5,303 | 减仓 |
| MDLN | MEDLINE INC | $215.99万 | 0.03% | 54,765 | 54,765 | — | $215.99万 | 新建仓 |
| NYT | NEW YORK TIMES CO CL A | $226.80万 | 0.03% | 32,409 | -6,525 | -16.8% | -$45.66万 | 减仓 |
| FDX | FEDEX CORP | $243.08万 | 0.03% | 7,763 | -40 | -0.5% | -$1.25万 | 减仓 |
| OGN | ORGANON & CO | $244.62万 | 0.03% | 180,663 | -341,979 | -65.4% | -$463.04万 | 减仓 |
| ABBV | ABBVIE INC | $250.65万 | 0.03% | 9,961 | 436 | 4.6% | $10.97万 | 加仓 |
| PG | PROCTER AND GAMBLE CO | $257.48万 | 0.03% | 17,559 | 1,138 | 6.9% | $16.69万 | 加仓 |
| EIX | EDISON INTERNATIONAL | $269.75万 | 0.04% | 36,233 | -32,071 | -47.0% | -$238.77万 | 减仓 |
| WMT | WALMART INC | $281.67万 | 0.04% | 24,870 | -1,443 | -5.5% | -$16.34万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND SHS CLAS | $290.61万 | 0.04% | 23,354 | -937 | -3.9% | -$11.66万 | 减仓 |
| CAT | CATERPILLAR INC | $323.62万 | 0.04% | 3,039 | 70 | 2.4% | $7.45万 | 加仓 |
| PRU | PRUDENTIAL FINANCIAL INC | $333.98万 | 0.05% | 30,944 | -7,906 | -20.4% | -$85.33万 | 减仓 |
| GM | GENERAL MOTORS CO | $339.34万 | 0.05% | 44,024 | -455,217 | -91.2% | -$3,508.82万 | 减仓 |
| LLY | LILLY ELI & CO | $343.15万 | 0.05% | 2,861 | 208 | 7.8% | $24.95万 | 加仓 |
| ITW | ILLINOIS TOOL WORKS INC | $367.22万 | 0.05% | 13,577 | -1,855 | -12.0% | -$50.17万 | 减仓 |
| COST | COSTCO WHOLESALE CORP NEW | $379.18万 | 0.05% | 4,053 | -158 | -3.8% | -$14.78万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $390.79万 | 0.05% | 3,386 | 1,883 | 125.3% | $217.32万 | 加仓 |
| VSNT | VERSANT MEDIA GROUP INC | $407.58万 | 0.06% | 113,186 | -4,989 | -4.2% | -$17.97万 | 减仓 |
| SSYS | STRATASYS LTD SHS | $428.77万 | 0.06% | 500,901 | -69,663 | -12.2% | -$59.63万 | 减仓 |
| AMGN | AMGEN INC | $471.92万 | 0.06% | 13,032 | -160 | -1.2% | -$5.79万 | 减仓 |
| CB | CHUBB LIMITED | $559.43万 | 0.08% | 16,418 | -1,890 | -10.3% | -$64.40万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC CL B NE | $702.89万 | 0.10% | 14,047 | -196 | -1.4% | -$9.81万 | 减仓 |
| GEV | GE VERNOVA INC | $756.49万 | 0.10% | 6,439 | -1,062 | -14.2% | -$124.77万 | 减仓 |
| BR | BROADRIDGE FINANCIAL SOLUTIONS | $781.78万 | 0.11% | 57,085 | -4,222 | -6.9% | -$57.82万 | 减仓 |
| VLO | VALERO ENERGY CORP NEW | $786.84万 | 0.11% | 30,212 | -670 | -2.2% | -$17.45万 | 减仓 |
| APA | APA CORP | $828.02万 | 0.11% | 254,229 | -12,125 | -4.6% | -$39.49万 | 减仓 |
| HNI | HNI CORP | $835.84万 | 0.11% | 206,841 | 64,455 | 45.3% | $260.46万 | 加仓 |
| MLKN | MILLERKNOLL INC | $873.94万 | 0.12% | 427,148 | -18,212 | -4.1% | -$37.26万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $919.40万 | 0.12% | 106,105 | -41,289 | -28.0% | -$357.77万 | 减仓 |
| ECL | ECOLAB INC | $935.10万 | 0.13% | 33,563 | 1,255 | 3.9% | $34.97万 | 加仓 |
| HD | HOME DEPOT INC | $1,003.76万 | 0.14% | 28,461 | 963 | 3.5% | $33.96万 | 加仓 |
| FND | FLOOR & DECOR HLDGS INC CL A | $1,008.14万 | 0.14% | 169,835 | 169,835 | — | $1,008.14万 | 新建仓 |
| VGNT | VERSIGENT PLC | $1,100.30万 | 0.15% | 261,914 | 261,914 | — | $1,100.30万 | 新建仓 |
| GRAL | GRAIL INC | $1,108.30万 | 0.15% | 162,340 | 816 | 0.5% | $5.57万 | 加仓 |
| SWK | STANLEY BLACK & DECKER INC | $1,125.25万 | 0.15% | 119,555 | 7,253 | 6.5% | $68.27万 | 加仓 |
| SPGI | S&P GLOBAL INC | $1,154.66万 | 0.16% | 28,352 | 26,400 | 1,352.5% | $1,075.16万 | 加仓 |
| ADSK | AUTODESK INC | $1,157.63万 | 0.16% | 59,543 | -2,920 | -4.7% | -$56.77万 | 减仓 |
| CF | CF INDUSTRIES HOLDINGS INC | $1,167.66万 | 0.16% | 107,857 | -3,536 | -3.2% | -$38.28万 | 减仓 |
| KD | KYNDRYL HOLDINGS INC | $1,201.56万 | 0.16% | 1,062,386 | 72,067 | 7.3% | $81.51万 | 加仓 |
| URI | UNITED RENTALS INC | $1,378.84万 | 0.19% | 12,171 | -239 | -1.9% | -$27.08万 | 减仓 |
| SYK | STRYKER CORP | $1,396.28万 | 0.19% | 44,349 | 43,404 | 4,593.0% | $1,366.53万 | 加仓 |
| GXO | GXO LOGISTICS INC | $1,452.64万 | 0.20% | 286,516 | -47,110 | -14.1% | -$238.85万 | 减仓 |
| PYPL | PAYPAL HOLDINGS INC | $1,470.57万 | 0.20% | 340,568 | -46,947 | -12.1% | -$202.72万 | 减仓 |
| CSCO | CISCO SYSTEMS INC | $1,495.32万 | 0.20% | 127,304 | -8,658 | -6.4% | -$101.70万 | 减仓 |
| HON | HONEYWELL INTL INC | $1,576.97万 | 0.21% | 70,432 | -12,838 | -15.4% | -$287.44万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $1,587.23万 | 0.22% | 71,795 | 71,795 | — | $1,587.23万 | 新建仓 |
| IHRT | IHEARTMEDIA INC CL A | $1,616.93万 | 0.22% | 3,769,079 | -31,190 | -0.8% | -$13.38万 | 减仓 |
| MDLZ | MONDELEZ INTL INC CL A | $1,629.68万 | 0.22% | 281,756 | 134,403 | 91.2% | $777.39万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $1,638.77万 | 0.22% | 227,103 | 5,762 | 2.6% | $41.58万 | 加仓 |
| SHEL | SHELL PLC | $1,712.83万 | 0.23% | 220,896 | -17,524 | -7.4% | -$135.88万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC NEW | $1,924.72万 | 0.26% | 48,399 | 8,547 | 21.4% | $339.90万 | 加仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $2,167.08万 | 0.29% | 2,307,862 | -70,829 | -3.0% | -$66.51万 | 减仓 |
| NVS | NOVARTIS A G SPON ADR | $2,196.46万 | 0.30% | 140,152 | -4,966 | -3.4% | -$77.83万 | 减仓 |
| ALC | ALCON INC ORD SHS | $2,276.17万 | 0.31% | 339,221 | 27,058 | 8.7% | $181.56万 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC | $2,307.40万 | 0.31% | 360,475 | -10,342 | -2.8% | -$66.20万 | 减仓 |
| IT | GARTNER INC | $2,420.58万 | 0.33% | 186,744 | -30,873 | -14.2% | -$400.18万 | 减仓 |
| KIM | KIMCO REALTY CORP | $2,431.61万 | 0.33% | 959,216 | -40,586 | -4.1% | -$102.89万 | 减仓 |
| EXPD | EXPEDITORS INTL INC | $2,462.04万 | 0.33% | 151,064 | -2,676 | -1.7% | -$43.61万 | 减仓 |
| AES | AES CORP | $2,468.50万 | 0.33% | 1,683,832 | -1,361,447 | -44.7% | -$1,995.88万 | 减仓 |
| MLM | MARTIN MARIETTA MATERIALS INC | $2,520.41万 | 0.34% | 43,704 | 1,723 | 4.1% | $99.37万 | 加仓 |
| ZTS | ZOETIS INC CL A | $2,671.53万 | 0.36% | 371,768 | -74,548 | -16.7% | -$535.70万 | 减仓 |
| INTU | INTUIT INC | $2,736.50万 | 0.37% | 104,847 | 29,784 | 39.7% | $777.36万 | 加仓 |
| MPC | MARATHON PETROLEUM CORP | $2,797.67万 | 0.38% | 109,425 | -3,397 | -3.0% | -$86.85万 | 减仓 |
| M | MACYS INC | $2,844.78万 | 0.39% | 1,207,974 | -34,213 | -2.8% | -$80.57万 | 减仓 |
| IFF | INTERNATIONAL FLAVORS & FRAGRA | $2,877.58万 | 0.39% | 363,239 | -207,910 | -36.4% | -$1,647.06万 | 减仓 |
| CVS | CVS HEALTH CORP | $2,939.14万 | 0.40% | 284,112 | -124,515 | -30.5% | -$1,288.11万 | 减仓 |
| CHTR | CHARTER COMMUNICATIONS INC NEW | $2,966.48万 | 0.40% | 208,599 | 63,173 | 43.4% | $898.38万 | 加仓 |
| VRSK | VERISK ANALYTICS INC | $3,012.86万 | 0.41% | 167,819 | 35,511 | 26.8% | $637.53万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $3,103.57万 | 0.42% | 74,671 | -2,527 | -3.3% | -$105.03万 | 减仓 |
| SJM | SMUCKER J M CO NEW | $3,144.70万 | 0.43% | 279,529 | 5,362 | 2.0% | $60.32万 | 加仓 |
| RTX | RTX CORP | $3,214.78万 | 0.44% | 169,440 | -5,584 | -3.2% | -$105.94万 | 减仓 |
| CSGP | COSTAR GROUP INC | $3,310.21万 | 0.45% | 1,168,859 | 365,020 | 45.4% | $1,033.74万 | 加仓 |
| SNPS | SYNOPSYS INC | $3,562.85万 | 0.48% | 79,872 | 17,362 | 27.8% | $774.47万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHINE | $3,706.04万 | 0.50% | 131,789 | -13,491 | -9.3% | -$379.38万 | 减仓 |
| SPG | SIMON PROPERTY GROUP INC NEW | $3,919.84万 | 0.53% | 175,267 | -14,164 | -7.5% | -$316.78万 | 减仓 |
| NKE | NIKE INC CL B | $3,960.56万 | 0.54% | 964,813 | 506,975 | 110.7% | $2,081.13万 | 加仓 |
| DEO | DIAGEO P L C SPON ADR NEW | $4,005.11万 | 0.54% | 498,271 | 11,369 | 2.3% | $91.38万 | 加仓 |
| WDAY | WORKDAY INC CL A | $4,039.79万 | 0.55% | 329,994 | 18,228 | 5.8% | $223.15万 | 加仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $4,113.21万 | 0.56% | 477,780 | 2,690 | 0.6% | $23.16万 | 加仓 |
| EL | LAUDER ESTEE COS INC CL A | $4,156.51万 | 0.56% | 526,473 | 19,673 | 3.9% | $155.32万 | 加仓 |
| — | WARNER BROS. DISCOVERY INC | $4,233.93万 | 0.57% | 1,588,121 | -27,226 | -1.7% | -$72.58万 | 减仓 |
| ORCL | ORACLE CORP | $4,378.36万 | 0.59% | 298,762 | -35,542 | -10.6% | -$520.87万 | 减仓 |
| AA | ALCOA CORP | $4,492.37万 | 0.61% | 861,598 | -77,855 | -8.3% | -$405.94万 | 减仓 |
| XPO | XPO INC | $4,519.46万 | 0.61% | 220,150 | -24,349 | -10.0% | -$499.86万 | 减仓 |
| WPM | WHEATON PRECIOUS METAL | $4,565.97万 | 0.62% | 406,514 | -12,654 | -3.0% | -$142.13万 | 减仓 |
| AAPL | APPLE INC | $4,782.36万 | 0.65% | 165,274 | 2,772 | 1.7% | $80.21万 | 加仓 |
| LOW | LOWE'S COS INC | $4,891.94万 | 0.66% | 221,867 | 1,115 | 0.5% | $24.58万 | 加仓 |
| WSC | WILLSCOT HOLDINGS CORP | $4,961.62万 | 0.67% | 1,719,204 | 8,747 | 0.5% | $25.24万 | 加仓 |
| GSK | GSK PLC SPONSORED ADR | $4,962.27万 | 0.67% | 946,636 | -62,765 | -6.2% | -$329.01万 | 减仓 |
| UAL | UNITED AIRLINES HOLDINGS INC | $4,970.59万 | 0.67% | 365,512 | -11,216 | -3.0% | -$152.53万 | 减仓 |
| VMC | VULCAN MATERIALS CO | $4,981.49万 | 0.68% | 168,858 | 3,994 | 2.4% | $117.83万 | 加仓 |
| NUE | NUCOR CORP | $5,182.21万 | 0.70% | 232,647 | -11,330 | -4.6% | -$252.38万 | 减仓 |
| SLB | SLB LIMITED | $5,260.45万 | 0.71% | 1,131,522 | -99,134 | -8.1% | -$460.87万 | 减仓 |
| RACE | FERRARI N V | $5,328.07万 | 0.72% | 143,116 | 15,219 | 11.9% | $566.59万 | 加仓 |
| CMCSA | COMCAST CORP NEW CL A | $5,367.03万 | 0.73% | 2,186,162 | 88,051 | 4.2% | $216.17万 | 加仓 |