Wilkinson Global Asset Management LLC
New York NY · SEC CIK 0001764000
$13.13亿2026Q1 申报市值
60持仓数
60.1%前十大占比 · 第一大 8.9%
0 / 3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
SAN 加仓+$1,813.21万
AVGO 加仓+$538.24万
SPOT 加仓+$260.45万
UBER 加仓+$36.32万
NFLX 加仓+$4.86万
2026Q1 卖出最多 按季末市值估算
ACN 减仓-$3,528.83万
INTU 减仓-$1,089.29万
MA 减仓-$934.26万
COIN 清仓-$872.67万
TJX 减仓-$815.30万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| TJX | TJX COS INC NEW | $1.16亿 | 8.87% | 729,324 | -51,052 | -6.5% | -$815.30万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $9,743.73万 | 7.42% | 331,239 | -22,818 | -6.4% | -$671.21万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $8,512.89万 | 6.48% | 251,898 | -17,474 | -6.5% | -$590.53万 | 减仓 |
| AAPL | APPLE INC | $8,232.47万 | 6.27% | 324,381 | -19,943 | -5.8% | -$506.13万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $8,036.63万 | 6.12% | 460,816 | -6,873 | -1.5% | -$119.87万 | 减仓 |
| MSFT | MICROSOFT CORP | $7,978.57万 | 6.08% | 215,538 | -13,265 | -5.8% | -$491.03万 | 减仓 |
| AMGN | AMGEN INC | $6,574.85万 | 5.01% | 186,865 | -13,638 | -6.8% | -$479.85万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $6,167.25万 | 4.70% | 192,396 | -10,466 | -5.2% | -$335.49万 | 减仓 |
| TXN | TEXAS INSTRS INC | $6,095.30万 | 4.64% | 313,964 | -24,423 | -7.2% | -$474.15万 | 减仓 |
| DE | DEERE & CO | $5,862.66万 | 4.47% | 104,077 | -6,613 | -6.0% | -$372.51万 | 减仓 |
| UNP | UNION PAC CORP | $5,854.06万 | 4.46% | 241,285 | -18,143 | -7.0% | -$440.19万 | 减仓 |
| ADI | ANALOG DEVICES INC | $5,745.54万 | 4.38% | 180,598 | -4,159 | -2.3% | -$132.31万 | 减仓 |
| LIN | LINDE PLC | $5,406.66万 | 4.12% | 109,058 | -8,589 | -7.3% | -$425.81万 | 减仓 |
| AMZN | AMAZON COM INC | $5,040.84万 | 3.84% | 242,034 | -5,280 | -2.1% | -$109.97万 | 减仓 |
| V | VISA INC | $4,627.39万 | 3.52% | 153,103 | -3,573 | -2.3% | -$107.99万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $4,189.81万 | 3.19% | 46,801 | -774 | -1.6% | -$69.29万 | 减仓 |
| DIS | DISNEY WALT CO | $3,530.46万 | 2.69% | 366,306 | -31,633 | -7.9% | -$304.88万 | 减仓 |
| PGR | PROGRESSIVE CORP | $2,890.74万 | 2.20% | 145,820 | -2,761 | -1.9% | -$54.73万 | 减仓 |
| WSO | WATSCO INC | $2,840.62万 | 2.16% | 78,084 | -841 | -1.1% | -$30.59万 | 减仓 |
| SAN | BANCO SANTANDER SA | $1,852.47万 | 1.41% | 1,642,260 | 1,607,460 | 4,619.1% | $1,813.21万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $1,838.05万 | 1.40% | 37,905 | 5,371 | 16.5% | $260.45万 | 加仓 |
| AVGO | BROADCOM INC | $1,695.71万 | 1.29% | 54,787 | 17,390 | 46.5% | $538.24万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $1,602.70万 | 1.22% | 222,814 | 5,049 | 2.3% | $36.32万 | 加仓 |
| INTU | INTUIT | $1,533.31万 | 1.17% | 35,462 | -25,193 | -41.5% | -$1,089.29万 | 减仓 |
| ABBV | ABBVIE INC | $381.52万 | 0.29% | 17,542 | -270 | -1.5% | -$5.87万 | 减仓 |
| — | EXXON MOBIL CORP | $373.07万 | 0.28% | 21,989 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $334.15万 | 0.25% | 13,670 | -230 | -1.7% | -$5.62万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $282.58万 | 0.22% | 5,897 | -400 | -6.4% | -$19.17万 | 减仓 |
| MCD | MCDONALDS CORP | $266.66万 | 0.20% | 8,580 | -40 | -0.5% | -$1.24万 | 减仓 |
| WFC | WELLS FARGO & CO | $242.01万 | 0.18% | 30,400 | -750 | -2.4% | -$5.97万 | 减仓 |
| RACE | FERRARI N V | $197.65万 | 0.15% | 5,840 | -2,200 | -27.4% | -$74.46万 | 减仓 |
| LOW | LOWES COS INC | $184.30万 | 0.14% | 7,800 | 0 | 0.0% | — | 不变 |
| — | INTELLICHECK MOBILISA INC | $169.49万 | 0.13% | 242,478 | 4,710 | 2.0% | $3.29万 | 加仓 |
| GLD | SPDR GOLD TR | $126.85万 | 0.10% | 2,948 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $97.31万 | 0.07% | 8,090 | -115 | -1.4% | -$1.38万 | 减仓 |
| PNW | PINNACLE WEST CAP CORP | $90.67万 | 0.07% | 9,000 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC | $90.42万 | 0.07% | 4,174 | 0 | 0.0% | — | 不变 |
| FANG | DIAMONDBACK ENERGY INC | $80.10万 | 0.06% | 4,050 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $71.03万 | 0.05% | 3,433 | -20 | -0.6% | -$4,138 | 减仓 |
| UHT | UNIVERSAL HEALTH RLTY INCOME | $68.80万 | 0.05% | 17,000 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $61.42万 | 0.05% | 465 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC | $60.72万 | 0.05% | 4,200 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $59.52万 | 0.05% | 2,075 | -20 | -1.0% | -$5,737 | 减仓 |
| GOOGL | ALPHABET INC | $56.42万 | 0.04% | 1,962 | -225 | -10.3% | -$6.47万 | 减仓 |
| MELI | MERCADOLIBRE INC | $39.08万 | 0.03% | 226 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $38.63万 | 0.03% | 420 | 0 | 0.0% | — | 不变 |
| WEX | WEX INC | $37.49万 | 0.03% | 2,450 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $36.90万 | 0.03% | 645 | -49 | -7.1% | -$2.80万 | 减仓 |
| MS | MORGAN STANLEY | $36.52万 | 0.03% | 2,219 | 0 | 0.0% | — | 不变 |
| IMO | IMPERIAL OIL LTD | $35.26万 | 0.03% | 2,695 | 0 | 0.0% | — | 不变 |
| CP | CANADIAN PACIFIC KANSAS CITY | $31.74万 | 0.02% | 4,035 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $30.13万 | 0.02% | 4,140 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $29.70万 | 0.02% | 2,250 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $29.23万 | 0.02% | 585 | -18,698 | -97.0% | -$934.26万 | 减仓 |
| SONY | SONY GROUP CORP | $28.42万 | 0.02% | 13,730 | -2,000 | -12.7% | -$4.14万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $27.26万 | 0.02% | 1,375 | -177,963 | -99.2% | -$3,528.83万 | 减仓 |
| MMM | 3M CO | $26.62万 | 0.02% | 1,833 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $25.48万 | 0.02% | 2,650 | 505 | 23.5% | $4.86万 | 加仓 |
| C | CITIGROUP INC | $24.54万 | 0.02% | 2,164 | -430 | -16.6% | -$4.88万 | 减仓 |
| SGU | STAR GROUP LP | $12.28万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC | $0 | 0.00% | 0 | -38,590 | -100.0% | -$872.67万 | 清仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $0 | 0.00% | 0 | -3,883 | -100.0% | -$24.26万 | 清仓 |
| IUSV | ISHARES TR | $0 | 0.00% | 0 | -2,190 | -100.0% | -$22.46万 | 清仓 |