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 |
|---|---|---|---|---|---|---|---|---|
| MMM | 3M CO | $33.93万 | 0.00% | 2,336 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $33.71万 | 0.00% | 982 | 51 | 5.5% | $1.75万 | 加仓 |
| KMI | KINDER MORGAN INC | $33.66万 | 0.00% | 10,038 | -500 | -4.7% | -$1.68万 | 减仓 |
| KMB | KIMBERLY CLARK CORP | $32.75万 | 0.00% | 3,395 | 465 | 15.9% | $4.49万 | 加仓 |
| UL | UNILEVER PLC SPON ADR NEW | $31.53万 | 0.00% | 5,535 | -44 | -0.8% | -$2,507 | 减仓 |
| DE | DEERE & CO | $31.07万 | 0.00% | 552 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHERN CORP | $31.05万 | 0.00% | 1,082 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORP | $31.05万 | 0.00% | 945 | 28 | 3.1% | $9,201 | 加仓 |
| CMI | CUMMINS INC | $30.94万 | 0.00% | 575 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC SHS | $30.38万 | 0.00% | 729 | -30 | -4.0% | -$1.25万 | 减仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $29.86万 | 0.00% | 2,600 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC | $28.56万 | 0.00% | 2,161 | -115 | -5.1% | -$1.52万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $28.03万 | 0.00% | 2,073 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRUMENTS INC | $27.53万 | 0.00% | 1,418 | 85 | 6.4% | $1.65万 | 加仓 |
| KLAC | KLA CORP | $27.50万 | 0.00% | 187 | -75 | -28.6% | -$11.03万 | 减仓 |
| ETN | EATON CORP PLC SHS | $26.54万 | 0.00% | 742 | -75 | -9.2% | -$2.68万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $26.41万 | 0.00% | 2,226 | -34 | -1.5% | -$4,033 | 减仓 |
| VLTO | VERALTO CORP | $26.16万 | 0.00% | 2,959 | -327 | -10.0% | -$2.89万 | 减仓 |
| INTC | INTEL CORP | $24.87万 | 0.00% | 5,636 | 129 | 2.3% | $5,693 | 加仓 |
| GILD | GILEAD SCIENCES INC | $24.83万 | 0.00% | 1,781 | 66 | 3.8% | $9,201 | 加仓 |
| PEG | PUBLIC SERVICES ENTERPRISE GRO | $24.61万 | 0.00% | 3,040 | 476 | 18.6% | $3.85万 | 加仓 |
| DSGR | DISTRIBUTION SOLUTIONS GRP INC | $24.53万 | 0.00% | 9,350 | -1,000 | -9.7% | -$2.62万 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $24.44万 | 0.00% | 600 | -1,000 | -62.5% | -$40.73万 | 减仓 |
| TSLA | TESLA INC | $23.79万 | 0.00% | 640 | -110 | -14.7% | -$4.09万 | 减仓 |
| MO | ALTRIA GROUP INC | $23.10万 | 0.00% | 3,501 | -180 | -4.9% | -$1.19万 | 减仓 |
| MCK | MCKESSON CORP | $22.36万 | 0.00% | 258 | 258 | — | $22.36万 | 新建仓 |
| CAH | CARDINAL HEALTH INC | $22.19万 | 0.00% | 1,050 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORP | $21.99万 | 0.00% | 3,906 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINANCIAL SERVICES GROUP I | $21.94万 | 0.00% | 1,054 | 1,054 | — | $21.94万 | 新建仓 |
| ROIV | ROIVANT SCIENCES LTD SHS | $21.84万 | 0.00% | 7,886 | 7,886 | — | $21.84万 | 新建仓 |
| GLW | CORNING INC | $21.76万 | 0.00% | 1,600 | 1,600 | — | $21.76万 | 新建仓 |
| PAYX | PAYCHEX INC | $21.72万 | 0.00% | 2,358 | -173 | -6.8% | -$1.59万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $21.22万 | 0.00% | 728 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC CL A | $21.01万 | 0.00% | 1,771 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $20.92万 | 0.00% | 749 | 44 | 6.2% | $1.23万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES | $20.47万 | 0.00% | 1,006 | -100 | -9.0% | -$2.03万 | 减仓 |
| WELL | WELLTOWER INC | $20.29万 | 0.00% | 1,026 | -206 | -16.7% | -$4.07万 | 重新持有 |
| BDX | BECTON DICKINSON & CO | $20.19万 | 0.00% | 1,284 | 20 | 1.6% | $3,145 | 加仓 |
| PLUG | PLUG POWER INC | $2.26万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | MARSH & MCLENNAN COS INC | $0 | 0.00% | 0 | -6,010 | -100.0% | -$111.50万 | 清仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIONS | $0 | 0.00% | 0 | -2,969 | -100.0% | -$24.64万 | 清仓 |
| MKC | MCCORMICK & CO INC | $0 | 0.00% | 0 | -3,231 | -100.0% | -$22.01万 | 清仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CORP | $0 | 0.00% | 0 | -4,800 | -100.0% | -$21.79万 | 清仓 |
| UPS | UNITED PARCEL SERVICE INC CL B | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| OTIS | OTIS WORLDWIDE CORP | $0 | 0.00% | 0 | -2,308 | -100.0% | -$20.16万 | 清仓 |
| — | HARTCOURT COMPANIES INC NEW | $0 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | SOLUCORP INDUSTRIES LTD | $0 | 0.00% | 17,000 | 0 | 0.0% | — | 不变 |