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 |
|---|---|---|---|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MFG LTD S | $45.87万 | 0.01% | 960 | -62 | -6.1% | -$2.96万 | 减仓 |
| CWEN | CLEARWAY ENERGY INC CL C | $45.46万 | 0.01% | 13,300 | 800 | 6.4% | $2.73万 | 加仓 |
| MMM | 3M CO | $45.43万 | 0.01% | 2,806 | 470 | 20.1% | $7.61万 | 加仓 |
| TXN | TEXAS INSTRUMENTS INC | $43.58万 | 0.01% | 1,462 | 44 | 3.1% | $1.31万 | 加仓 |
| NSC | NORFOLK SOUTHERN CORP | $41.90万 | 0.01% | 1,332 | 250 | 23.1% | $7.86万 | 加仓 |
| TSLA | TESLA INC | $41.01万 | 0.01% | 975 | 335 | 52.3% | $14.09万 | 加仓 |
| TGT | TARGET CORP | $39.68万 | 0.01% | 3,038 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $39.33万 | 0.01% | 409 | -21 | -4.9% | -$2.02万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $39.22万 | 0.01% | 1,150 | 1,150 | — | $39.22万 | 新建仓 |
| TT | TRANE TECHNOLOGIES PLC SHS | $37.18万 | 0.01% | 757 | 28 | 3.8% | $1.38万 | 加仓 |
| AZO | AUTOZONE INC | $36.43万 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| F | FORD MOTOR CO | $35.84万 | 0.00% | 25,785 | -277,533 | -91.5% | -$385.77万 | 减仓 |
| DE | DEERE & CO | $35.68万 | 0.00% | 563 | 11 | 2.0% | $6,972 | 加仓 |
| ASML | ASML HOLDING N V N Y REGISTRY | $35.61万 | 0.00% | 179 | 179 | — | $35.61万 | 新建仓 |
| KMB | KIMBERLY CLARK CORP | $35.07万 | 0.00% | 3,195 | -200 | -5.9% | -$2.20万 | 减仓 |
| ETN | EATON CORP PLC SHS | $34.35万 | 0.00% | 806 | 64 | 8.6% | $2.73万 | 加仓 |
| UL | UNILEVER PLC SPON ADR NEW | $33.28万 | 0.00% | 5,535 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $32.80万 | 0.00% | 1,940 | -508 | -20.8% | -$8.59万 | 减仓 |
| KMI | KINDER MORGAN INC | $32.33万 | 0.00% | 10,112 | 74 | 0.7% | $2,366 | 加仓 |
| FLEX | FLEX LTD ORD | $31.91万 | 0.00% | 1,969 | 1,969 | — | $31.91万 | 新建仓 |
| BNY | BANK NEW YORK MELLON CORP | $31.80万 | 0.00% | 2,199 | -27 | -1.2% | -$3,904 | 减仓 |
| PLD | PROLOGIS INC | $31.65万 | 0.00% | 2,336 | 175 | 8.1% | $2.37万 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $30.73万 | 0.00% | 2,600 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $30.60万 | 0.00% | 2,943 | -216 | -6.8% | -$2.25万 | 减仓 |
| PNC | PNC FINANCIAL SERVICES GROUP I | $28.37万 | 0.00% | 1,152 | 98 | 9.3% | $2.41万 | 加仓 |
| DPZ | DOMINOS PIZZA INC | $28.09万 | 0.00% | 949 | -705 | -42.6% | -$20.87万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $27.98万 | 0.00% | 963 | -41 | -4.1% | -$1.19万 | 减仓 |
| CARR | CARRIER GLOBAL CORP | $27.95万 | 0.00% | 3,810 | -96 | -2.5% | -$7,042 | 减仓 |
| ROIV | ROIVANT SCIENCES LTD SHS | $27.91万 | 0.00% | 7,886 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC | $27.74万 | 0.00% | 2,093 | 20 | 1.0% | $2,650 | 加仓 |
| ULTA | ULTA BEAUTY INC | $27.10万 | 0.00% | 601 | -280 | -31.8% | -$12.63万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $26.82万 | 0.00% | 1,080 | 331 | 44.2% | $8.22万 | 加仓 |
| PWR | QUANTA SERVICES INC | $25.99万 | 0.00% | 361 | 361 | — | $25.99万 | 新建仓 |
| DSGR | DISTRIBUTION SOLUTIONS GRP INC | $25.57万 | 0.00% | 9,350 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $25.11万 | 0.00% | 761 | 33 | 4.5% | $1.09万 | 加仓 |
| VLTO | VERALTO CORP | $24.98万 | 0.00% | 2,817 | -142 | -4.8% | -$1.26万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $24.94万 | 0.00% | 1,050 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $24.22万 | 0.00% | 1,067 | 41 | 4.0% | $9,307 | 加仓 |
| GILD | GILEAD SCIENCES INC | $24.07万 | 0.00% | 1,905 | 124 | 7.0% | $1.57万 | 加仓 |
| KHC | KRAFT HEINZ CO | $23.62万 | 0.00% | 10,000 | 10,000 | — | $23.62万 | 新建仓 |
| PAYX | PAYCHEX INC | $22.92万 | 0.00% | 2,331 | -27 | -1.1% | -$2,655 | 减仓 |
| MO | ALTRIA GROUP INC | $22.85万 | 0.00% | 3,176 | -325 | -9.3% | -$2.34万 | 减仓 |
| SHOP | SHOPIFY INC CL A | $22.85万 | 0.00% | 2,001 | 230 | 13.0% | $2.63万 | 加仓 |
| MTB | M & T BANK CORP | $22.47万 | 0.00% | 944 | 944 | — | $22.47万 | 新建仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDING | $22.35万 | 0.00% | 822 | 822 | — | $22.35万 | 新建仓 |
| RCL | ROYAL CARIBBEAN CRUISES LTD | $22.23万 | 0.00% | 700 | 700 | — | $22.23万 | 新建仓 |
| TJX | TJX COS INC NEW | $20.38万 | 0.00% | 1,345 | 1,345 | — | $20.38万 | 新建仓 |
| UPS | UNITED PARCEL SERVICE INC CL B | $20.25万 | 0.00% | 1,884 | -170 | -8.3% | -$1.83万 | 重新持有 |
| PLUG | PLUG POWER INC | $2.71万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | AIR LEASE CORP CL A | $0 | 0.00% | 0 | -24,991 | -100.0% | -$162.29万 | 清仓 |
| GD | GENERAL DYNAMICS CORP | $0 | 0.00% | 0 | -982 | -100.0% | -$33.71万 | 清仓 |
| PEG | PUBLIC SERVICES ENTERPRISE GRO | $0 | 0.00% | 0 | -3,040 | -100.0% | -$24.61万 | 清仓 |
| MCK | MCKESSON CORP | $0 | 0.00% | 0 | -258 | -100.0% | -$22.36万 | 清仓 |
| BDX | BECTON DICKINSON & CO | $0 | 0.00% | 0 | -1,284 | -100.0% | -$20.19万 | 清仓 |
| — | HARTCOURT COMPANIES INC NEW | $0 | 0.00% | 0 | -10,000 | -100.0% | — | 清仓 |
| — | SOLUCORP INDUSTRIES LTD | $0 | 0.00% | 17,000 | 0 | 0.0% | — | 不变 |