ABSHER WEALTH MANAGEMENT, LLC
CHAPEL HILL NC · SEC CIK 0001802534
$8.78亿2026Q2 申报市值
73持仓数
47.2%前十大占比 · 第一大 5.5%
4 / 3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
BRO 新建仓+$2,684.03万
ABT 加仓+$1,038.57万
MCD 加仓+$846.48万
ADP 加仓+$210.06万
LECO 加仓+$192.07万
2026Q2 卖出最多 按季末市值估算
PAYX 重新持有-$2,647.35万
NKE 清仓-$2,644.15万
SBUX 减仓-$2,638.13万
MTB 减仓-$781.94万
ADI 减仓-$719.83万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| ADP | AUTOMATIC DATA PROCESSING IN | $4,850.59万 | 5.52% | 216,593 | 9,380 | 4.5% | $210.06万 | 加仓 |
| EMR | EMERSON ELEC CO | $4,716.40万 | 5.37% | 329,473 | 3,146 | 1.0% | $45.03万 | 加仓 |
| MTB | M & T BK CORP | $4,455.15万 | 5.07% | 187,183 | -32,853 | -14.9% | -$781.94万 | 减仓 |
| V | VISA INC | $4,412.71万 | 5.02% | 128,617 | 2,002 | 1.6% | $68.69万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $4,061.36万 | 4.62% | 447,583 | 114,456 | 34.4% | $1,038.57万 | 加仓 |
| LECO | LINCOLN ELEC HLDGS INC | $3,953.66万 | 4.50% | 148,908 | 7,234 | 5.1% | $192.07万 | 加仓 |
| ADI | ANALOG DEVICES INC | $3,921.31万 | 4.46% | 98,731 | -18,124 | -15.5% | -$719.83万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $3,734.80万 | 4.25% | 147,057 | 794 | 0.5% | $20.17万 | 加仓 |
| MSFT | MICROSOFT CORP | $3,703.71万 | 4.22% | 99,290 | 666 | 0.7% | $24.84万 | 加仓 |
| PEP | PEPSICO INC | $3,652.07万 | 4.16% | 269,725 | 13,711 | 5.4% | $185.65万 | 加仓 |
| DE | DEERE & CO | $3,605.35万 | 4.10% | 56,837 | 71 | 0.1% | $4.50万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $3,377.54万 | 3.85% | 103,185 | -33 | -0.0% | -$1.08万 | 减仓 |
| FAST | FASTENAL CO | $3,245.35万 | 3.69% | 675,693 | 2,831 | 0.4% | $13.60万 | 加仓 |
| GOOGL | ALPHABET INC | $3,223.39万 | 3.67% | 90,198 | -3,797 | -4.0% | -$135.69万 | 减仓 |
| RL | RALPH LAUREN CORP | $3,063.87万 | 3.49% | 76,328 | -491 | -0.6% | -$19.71万 | 减仓 |
| SNA | SNAP ON INC | $2,838.44万 | 3.23% | 70,538 | -8,233 | -10.5% | -$331.29万 | 减仓 |
| AMGN | AMGEN INC | $2,718.70万 | 3.10% | 75,077 | 157 | 0.2% | $5.69万 | 加仓 |
| BA | BOEING CO | $2,717.67万 | 3.09% | 125,545 | 1,387 | 1.1% | $30.02万 | 加仓 |
| BRO | BROWN & BROWN INC | $2,684.03万 | 3.06% | 418,399 | 418,399 | — | $2,684.03万 | 新建仓 |
| WMT | WALMART INC | $2,677.80万 | 3.05% | 236,429 | 1,117 | 0.5% | $12.65万 | 加仓 |
| MCD | MCDONALDS CORP | $2,467.94万 | 2.81% | 91,300 | 31,315 | 52.2% | $846.48万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $2,452.38万 | 2.79% | 26,215 | 226 | 0.9% | $21.14万 | 加仓 |
| AAPL | APPLE INC | $2,407.81万 | 2.74% | 83,212 | -584 | -0.7% | -$16.90万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,184.35万 | 2.49% | 43,653 | 457 | 1.1% | $22.87万 | 加仓 |
| CVX | CHEVRON CORPORATION | $1,797.72万 | 2.05% | 108,453 | -10,274 | -8.7% | -$170.30万 | 减仓 |
| CMI | CUMMINS INC | $281.77万 | 0.32% | 3,951 | -800 | -16.8% | -$57.05万 | 减仓 |
| LOW | LOWES COS INC | $252.48万 | 0.29% | 11,451 | -219 | -1.9% | -$4.83万 | 减仓 |
| PAYC | PAYCOM SOFTWARE INC | $243.10万 | 0.28% | 19,343 | 38 | 0.2% | $4,776 | 加仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $229.22万 | 0.26% | 26,625 | -1,271 | -4.6% | -$10.94万 | 减仓 |
| GOOG | ALPHABET INC | $227.33万 | 0.26% | 6,434 | -152 | -2.3% | -$5.37万 | 减仓 |
| INTU | INTUIT | $212.25万 | 0.24% | 8,132 | 1,328 | 19.5% | $34.66万 | 加仓 |
| META | META PLATFORMS INC | $202.51万 | 0.23% | 3,595 | 9 | 0.3% | $5,070 | 加仓 |
| HSY | HERSHEY CO | $196.08万 | 0.22% | 11,176 | 2,293 | 25.8% | $40.23万 | 加仓 |
| LULU | LULULEMON ATHLETICA INC | $170.22万 | 0.19% | 14,908 | 244 | 1.7% | $2.79万 | 加仓 |
| SBUX | STARBUCKS CORP | $154.62万 | 0.18% | 15,131 | -258,159 | -94.5% | -$2,638.13万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $153.92万 | 0.18% | 2,997 | 73 | 2.5% | $3.75万 | 加仓 |
| KNSL | KINSALE CAP GROUP INC | $151.22万 | 0.17% | 4,585 | 912 | 24.8% | $30.08万 | 加仓 |
| MRK | MERCK & CO INC | $148.73万 | 0.17% | 11,574 | -225 | -1.9% | -$2.89万 | 减仓 |
| WAT | WATERS CORP | $139.51万 | 0.16% | 3,720 | -63 | -1.7% | -$2.36万 | 减仓 |
| MCY | MERCURY GENL CORP NEW | $136.91万 | 0.16% | 12,841 | -309 | -2.3% | -$3.29万 | 减仓 |
| ADBE | ADOBE INC | $136.89万 | 0.16% | 6,677 | -272 | -3.9% | -$5.58万 | 减仓 |
| SHEL | SHELL PLC | $119.04万 | 0.14% | 15,352 | -184 | -1.2% | -$1.43万 | 减仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $117.91万 | 0.13% | 7,512 | 793 | 11.8% | $12.45万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $112.90万 | 0.13% | 9,073 | -286 | -3.1% | -$3.56万 | 减仓 |
| PSA | PUBLIC STORAGE | $108.86万 | 0.12% | 3,420 | -1,531 | -30.9% | -$48.73万 | 减仓 |
| TPR | TAPESTRY INC | $102.48万 | 0.12% | 7,001 | -421 | -5.7% | -$6.16万 | 减仓 |
| AME | AMETEK INC | $102.46万 | 0.12% | 4,235 | 30 | 0.7% | $7,258 | 加仓 |
| DIS | DISNEY WALT CO | $99.61万 | 0.11% | 10,349 | 80 | 0.8% | $7,700 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $83.57万 | 0.10% | 3,585 | 50 | 1.4% | $1.17万 | 加仓 |
| TXN | TEXAS INSTRS INC | $81.22万 | 0.09% | 2,725 | -1,498 | -35.5% | -$44.65万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $77.36万 | 0.09% | 4,276 | -207 | -4.6% | -$3.74万 | 减仓 |
| AMZN | AMAZON COM INC | $73.43万 | 0.08% | 3,081 | -56 | -1.8% | -$1.33万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $70.44万 | 0.08% | 6,552 | 151 | 2.4% | $1.62万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $68.52万 | 0.08% | 1,345 | 4 | 0.3% | $2,038 | 加仓 |
| DG | DOLLAR GEN CORP | $66.71万 | 0.08% | 5,795 | 144 | 2.5% | $1.66万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $61.04万 | 0.07% | 2,172 | -917 | -29.7% | -$25.77万 | 减仓 |
| HD | HOME DEPOT INC | $55.30万 | 0.06% | 1,568 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $46.18万 | 0.05% | 3,648 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $45.26万 | 0.05% | 1,500 | -630 | -29.6% | -$19.01万 | 减仓 |
| PAYX | PAYCHEX INC | $45.16万 | 0.05% | 4,593 | -269,231 | -98.3% | -$2,647.35万 | 重新持有 |
| DEO | DIAGEO PLC | $44.55万 | 0.05% | 5,543 | -153 | -2.7% | -$1.23万 | 减仓 |
| UL | UNILEVER PLC | $41.25万 | 0.05% | 6,862 | 949 | 16.0% | $5.71万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $36.39万 | 0.04% | 762 | -233 | -23.4% | -$11.13万 | 减仓 |
| AVGO | BROADCOM INC | $34.79万 | 0.04% | 921 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $33.30万 | 0.04% | 900 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $26.20万 | 0.03% | 246 | 246 | — | $26.20万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $25.87万 | 0.03% | 1,293 | 0 | 0.0% | — | 不变 |
| UI | UBIQUITI INC | $24.94万 | 0.03% | 467 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC | $23.97万 | 0.03% | 75 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $23.42万 | 0.03% | 4,110 | 4,110 | — | $23.42万 | 新建仓 |
| CSCO | CISCO SYS INC | $21.34万 | 0.02% | 1,816 | 1,816 | — | $21.34万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $1.19万 | 0.00% | 138 | 0 | 0.0% | — | 不变 |
| — | LIBERTY MEDIA CORP DEL | $1,123 | 0.00% | 25,000 | 0 | 0.0% | — | 重新持有 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -500,596 | -100.0% | -$2,644.15万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,115 | -100.0% | -$25.20万 | 清仓 |
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -2,529 | -100.0% | -$24.32万 | 清仓 |