Douglas Lane & Associates, LLC
NEW YORK NY · SEC CIK 0001672594
$69.35亿2026Q1 申报市值
241持仓数
22.3%前十大占比 · 第一大 3.9%
5 / 5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
NKE 加仓+$1,238.85万
LW 加仓+$915.96万
MDLZ 加仓+$735.19万
ROP 加仓+$581.89万
WDAY 加仓+$568.53万
2026Q1 卖出最多 按季末市值估算
AA 减仓-$2,145.99万
GOOG 减仓-$1,055.16万
PYPL 减仓-$817.51万
AES 减仓-$757.72万
NVDA 减仓-$639.82万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| CRM | SALESFORCE INC | $5,703.74万 | 0.82% | 305,552 | 29,421 | 10.7% | $549.20万 | 加仓 |
| META | META PLATFORMS INC CL A | $5,964.60万 | 0.86% | 104,253 | 79 | 0.1% | $4.52万 | 加仓 |
| TECK | TECK RESOURCES LTD CL B | $5,980.67万 | 0.86% | 1,155,685 | -10,232 | -0.9% | -$52.95万 | 减仓 |
| CMCSA | COMCAST CORP NEW CL A | $6,023.68万 | 0.87% | 2,098,111 | 59,355 | 2.9% | $170.41万 | 加仓 |
| LW | LAMB WESTON HOLDINGS INC | $6,045.84万 | 0.87% | 1,430,629 | 216,745 | 17.9% | $915.96万 | 加仓 |
| AA | ALCOA CORP | $6,231.39万 | 0.90% | 939,453 | -323,533 | -25.6% | -$2,145.99万 | 减仓 |
| SLB | SLB LIMITED | $6,324.34万 | 0.91% | 1,230,656 | -49,554 | -3.9% | -$254.66万 | 减仓 |
| BAC | BANK OF AMERICA CORP | $6,372.48万 | 0.92% | 1,307,175 | -40,805 | -3.0% | -$198.92万 | 减仓 |
| EOG | EOG RESOURCES INC | $6,612.53万 | 0.95% | 457,393 | -15,658 | -3.3% | -$226.37万 | 减仓 |
| MRNA | MODERNA INC | $6,662.32万 | 0.96% | 1,311,480 | 20,015 | 1.5% | $101.68万 | 加仓 |
| APTV | APTIV PLC | $6,695.99万 | 0.97% | 964,285 | -17,709 | -1.8% | -$122.97万 | 减仓 |
| HLN | HALEON PLC ADR | $6,700.48万 | 0.97% | 6,693,783 | -67,572 | -1.0% | -$67.64万 | 减仓 |
| IR | INGERSOLL-RAND PLC SHS | $6,710.19万 | 0.97% | 837,518 | -10,971 | -1.3% | -$87.90万 | 减仓 |
| MRK | MERCK & CO INC | $6,759.00万 | 0.97% | 561,892 | -3,937 | -0.7% | -$47.36万 | 减仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $6,813.23万 | 0.98% | 2,847,152 | -200,940 | -6.6% | -$480.85万 | 减仓 |
| BX | BLACKSTONE INC | $6,964.16万 | 1.00% | 605,632 | -11,388 | -1.8% | -$130.95万 | 减仓 |
| KO | COCA COLA CO | $7,367.99万 | 1.06% | 968,835 | -12,308 | -1.3% | -$93.60万 | 减仓 |
| RBC | RBC BEARINGS INC | $7,381.49万 | 1.06% | 135,909 | -8,834 | -6.1% | -$479.79万 | 减仓 |
| USB | US BANCORP DEL NEW | $7,482.93万 | 1.08% | 1,438,749 | 29,849 | 2.1% | $155.24万 | 加仓 |
| AMT | AMERICAN TOWER CORP NEW | $7,552.92万 | 1.09% | 437,647 | 4,953 | 1.1% | $85.48万 | 加仓 |
| — | EXXON MOBIL CORP | $7,830.27万 | 1.13% | 461,527 | -12,341 | -2.6% | -$209.38万 | 减仓 |
| PEP | PEPSICO INC | $7,836.19万 | 1.13% | 504,616 | 24,987 | 5.2% | $388.02万 | 加仓 |
| BA | BOEING CO | $8,157.38万 | 1.18% | 409,857 | 5,543 | 1.4% | $110.32万 | 加仓 |
| HSY | HERSHEY CO | $8,238.83万 | 1.19% | 396,307 | 7,789 | 2.0% | $161.93万 | 加仓 |
| DHR | DANAHER CORP | $8,324.95万 | 1.20% | 439,080 | 1,605 | 0.4% | $30.43万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $8,700.52万 | 1.25% | 287,640 | -14,386 | -4.8% | -$435.15万 | 减仓 |
| MA | MASTERCARD INC CL A | $8,749.78万 | 1.26% | 175,115 | -1,315 | -0.7% | -$65.71万 | 减仓 |
| FCX | FREEPORT-MCMORAN INC CL B | $8,965.44万 | 1.29% | 1,525,253 | -16,794 | -1.1% | -$98.72万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $9,520.09万 | 1.37% | 82,143 | 95 | 0.1% | $11.01万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $9,549.35万 | 1.38% | 1,574,502 | 2,256 | 0.1% | $13.68万 | 加仓 |
| NSRGY | NESTLE S A SPON ADR | $9,801.75万 | 1.41% | 1,004,362 | 46,786 | 4.9% | $456.59万 | 加仓 |
| CVX | CHEVRON CORP NEW | $1.00亿 | 1.45% | 484,737 | -8,324 | -1.7% | -$172.22万 | 减仓 |
| APD | AIR PRODUCTS & CHEMICALS INC | $1.00亿 | 1.45% | 345,853 | 9,006 | 2.7% | $261.62万 | 加仓 |
| V | VISA INC CL A | $1.05亿 | 1.51% | 347,585 | 2,721 | 0.8% | $82.24万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1.07亿 | 1.55% | 218,297 | 228 | 0.1% | $11.21万 | 加仓 |
| DAL | DELTA AIR LINES INC NEW | $1.08亿 | 1.56% | 1,624,083 | -35,119 | -2.1% | -$233.47万 | 减仓 |
| AMZN | AMAZON.COM INC | $1.08亿 | 1.56% | 519,867 | 12,633 | 2.5% | $263.11万 | 加仓 |
| EQIX | EQUINIX INC | $1.09亿 | 1.57% | 111,075 | -955 | -0.9% | -$93.61万 | 减仓 |
| GE | GE AEROSPACE NEW | $1.10亿 | 1.59% | 388,703 | -17,017 | -4.2% | -$482.89万 | 减仓 |
| RGA | REINSURANCE GROUP AMERICA INC | $1.11亿 | 1.61% | 545,633 | -5,109 | -0.9% | -$104.31万 | 减仓 |
| QCOM | QUALCOMM INC | $1.26亿 | 1.81% | 976,819 | -607 | -0.1% | -$7.82万 | 减仓 |
| MSFT | MICROSOFT CORP | $1.28亿 | 1.84% | 344,925 | -756 | -0.2% | -$27.98万 | 减仓 |
| MS | MORGAN STANLEY NEW | $1.29亿 | 1.85% | 781,579 | -18,960 | -2.4% | -$312.02万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1.64亿 | 2.37% | 672,703 | -7,524 | -1.1% | -$183.92万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1.75亿 | 2.53% | 596,561 | -11,028 | -1.8% | -$324.40万 | 减仓 |
| GOOG | ALPHABET INC CAP STK CL C | $2.27亿 | 3.27% | 790,685 | -36,783 | -4.4% | -$1,055.16万 | 减仓 |
| NVDA | NVIDIA CORP | $2.69亿 | 3.88% | 1,542,500 | -36,687 | -2.3% | -$639.82万 | 减仓 |