ABSHER WEALTH MANAGEMENT, LLC
CHAPEL HILL NC · SEC CIK 0001802534
$8.53亿2026Q1 申报市值
70持仓数
45.4%前十大占比 · 第一大 5.3%
5 / 6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
ADP 新建仓+$4,210.15万
ABT 加仓+$1,394.73万
V 加仓+$1,110.94万
EMR 加仓+$1,007.22万
MSFT 加仓+$836.07万
2026Q1 卖出最多 按季末市值估算
CVX 减仓-$1,348.03万
SBUX 减仓-$778.87万
MTB 减仓-$619.19万
SNA 减仓-$551.33万
GOOGL 减仓-$500.06万
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 |
|---|---|---|---|---|---|---|---|---|
| MTB | M & T BK CORP | $4,548.59万 | 5.33% | 220,036 | -29,953 | -12.0% | -$619.19万 | 减仓 |
| EMR | EMERSON ELEC CO | $4,275.53万 | 5.01% | 326,327 | 76,875 | 30.8% | $1,007.22万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $4,210.15万 | 4.94% | 207,213 | 207,213 | — | $4,210.15万 | 新建仓 |
| PEP | PEPSICO INC | $3,975.64万 | 4.66% | 256,014 | 2,245 | 0.9% | $34.86万 | 加仓 |
| V | VISA INC | $3,826.80万 | 4.49% | 126,615 | 36,757 | 40.9% | $1,110.94万 | 加仓 |
| ADI | ANALOG DEVICES INC | $3,717.61万 | 4.36% | 116,855 | -13,200 | -10.1% | -$419.94万 | 减仓 |
| MSFT | MICROSOFT CORP | $3,650.76万 | 4.28% | 98,624 | 22,586 | 29.7% | $836.07万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $3,575.26万 | 4.19% | 146,263 | -14,344 | -8.9% | -$350.63万 | 减仓 |
| LECO | LINCOLN ELEC HLDGS INC | $3,528.81万 | 4.14% | 141,674 | -14,366 | -9.2% | -$357.83万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $3,420.21万 | 4.01% | 333,127 | 135,846 | 68.9% | $1,394.73万 | 加仓 |
| DE | DEERE & CO | $3,197.64万 | 3.75% | 56,766 | -4,426 | -7.2% | -$249.32万 | 减仓 |
| FAST | FASTENAL CO | $3,122.08万 | 3.66% | 672,862 | -2,750 | -0.4% | -$12.76万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $3,036.26万 | 3.56% | 103,218 | -3,891 | -3.6% | -$114.46万 | 减仓 |
| WMT | WALMART INC | $2,924.46万 | 3.43% | 235,312 | -32,137 | -12.0% | -$399.40万 | 减仓 |
| SNA | SNAP ON INC | $2,861.11万 | 3.35% | 78,771 | -15,179 | -16.2% | -$551.33万 | 减仓 |
| GOOGL | ALPHABET INC | $2,702.91万 | 3.17% | 93,995 | -17,390 | -15.6% | -$500.06万 | 减仓 |
| NKE | NIKE INC | $2,644.15万 | 3.10% | 500,596 | 6,522 | 1.3% | $34.45万 | 加仓 |
| RL | RALPH LAUREN CORP | $2,642.49万 | 3.10% | 76,819 | -3,783 | -4.7% | -$130.13万 | 减仓 |
| AMGN | AMGEN INC | $2,636.06万 | 3.09% | 74,920 | -3,464 | -4.4% | -$121.88万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $2,589.59万 | 3.04% | 25,989 | -750 | -2.8% | -$74.73万 | 减仓 |
| BA | BOEING CO | $2,471.11万 | 2.90% | 124,158 | 2,839 | 2.3% | $56.50万 | 加仓 |
| CVX | CHEVRON CORPORATION | $2,456.45万 | 2.88% | 118,727 | -65,154 | -35.4% | -$1,348.03万 | 减仓 |
| SBUX | STARBUCKS CORP | $2,448.40万 | 2.87% | 273,290 | -86,937 | -24.1% | -$778.87万 | 减仓 |
| AAPL | APPLE INC | $2,126.65万 | 2.49% | 83,796 | -2,322 | -2.7% | -$58.93万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,069.95万 | 2.43% | 43,196 | -647 | -1.5% | -$31.00万 | 减仓 |
| MCD | MCDONALDS CORP | $1,864.29万 | 2.19% | 59,985 | -321 | -0.5% | -$9.98万 | 减仓 |
| INTU | INTUIT | $294.19万 | 0.34% | 6,804 | 6,804 | — | $294.19万 | 新建仓 |
| LOW | LOWES COS INC | $275.74万 | 0.32% | 11,670 | -1,923 | -14.1% | -$45.44万 | 减仓 |
| CMI | CUMMINS INC | $255.59万 | 0.30% | 4,751 | -683 | -12.6% | -$36.74万 | 减仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $252.24万 | 0.30% | 27,896 | 2,280 | 8.9% | $20.62万 | 加仓 |
| PAYC | PAYCOM SOFTWARE INC | $234.64万 | 0.28% | 19,305 | 5,852 | 43.5% | $71.13万 | 加仓 |
| LULU | LULULEMON ATHLETICA INC | $224.51万 | 0.26% | 14,664 | -481 | -3.2% | -$7.36万 | 减仓 |
| META | META PLATFORMS INC | $205.17万 | 0.24% | 3,586 | 661 | 22.6% | $37.82万 | 加仓 |
| GOOG | ALPHABET INC | $188.93万 | 0.22% | 6,586 | -101 | -1.5% | -$2.90万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $185.58万 | 0.22% | 9,359 | 3,712 | 65.7% | $73.61万 | 加仓 |
| HSY | HERSHEY CO | $184.67万 | 0.22% | 8,883 | -3,688 | -29.3% | -$76.67万 | 减仓 |
| ADBE | ADOBE INC | $168.92万 | 0.20% | 6,949 | -113 | -1.6% | -$2.75万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $146.09万 | 0.17% | 2,924 | 1,191 | 68.7% | $59.51万 | 加仓 |
| SHEL | SHELL PLC | $144.48万 | 0.17% | 15,536 | -10,748 | -40.9% | -$99.96万 | 减仓 |
| MRK | MERCK & CO INC | $141.93万 | 0.17% | 11,799 | -73 | -0.6% | -$8,781 | 减仓 |
| PSA | PUBLIC STORAGE OPER CO | $134.11万 | 0.16% | 4,951 | 1,292 | 35.3% | $35.00万 | 加仓 |
| KNSL | KINSALE CAP GROUP INC | $125.49万 | 0.15% | 3,673 | 3,673 | — | $125.49万 | 新建仓 |
| MCY | MERCURY GENL CORP NEW | $115.92万 | 0.14% | 13,150 | 2 | 0.0% | $176 | 加仓 |
| WAT | WATERS CORP | $112.66万 | 0.13% | 3,783 | 1,291 | 51.8% | $38.45万 | 加仓 |
| TPR | TAPESTRY INC | $104.73万 | 0.12% | 7,422 | 9 | 0.1% | $1,270 | 加仓 |
| DIS | DISNEY WALT CO | $98.97万 | 0.12% | 10,269 | -369 | -3.5% | -$3.56万 | 减仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $92.14万 | 0.11% | 6,719 | -5,526 | -45.1% | -$75.78万 | 减仓 |
| AME | AMETEK INC | $90.14万 | 0.11% | 4,205 | -3,648 | -46.5% | -$78.20万 | 减仓 |
| TXN | TEXAS INSTRS INC | $81.99万 | 0.10% | 4,223 | 42 | 1.0% | $8,154 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $81.05万 | 0.10% | 1,341 | -26 | -1.9% | -$1.57万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $74.12万 | 0.09% | 4,483 | -121 | -2.6% | -$2.00万 | 减仓 |
| DG | DOLLAR GEN CORP | $67.09万 | 0.08% | 5,651 | -3,815 | -40.3% | -$45.30万 | 减仓 |
| AMZN | AMAZON COM INC | $65.33万 | 0.08% | 3,137 | -90 | -2.8% | -$1.87万 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $64.45万 | 0.08% | 3,535 | -16 | -0.5% | -$2,917 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $62.97万 | 0.07% | 6,401 | 269 | 4.4% | $2.65万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $60.80万 | 0.07% | 3,089 | -88 | -2.8% | -$1.73万 | 减仓 |
| HD | HOME DEPOT INC | $51.57万 | 0.06% | 1,568 | -10 | -0.6% | -$3,289 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $47.77万 | 0.06% | 3,648 | 81 | 2.3% | $1.06万 | 加仓 |
| DEO | DIAGEO PLC | $42.41万 | 0.05% | 5,696 | -377 | -6.2% | -$2.81万 | 减仓 |
| UI | UBIQUITI INC | $36.91万 | 0.04% | 467 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $33.69万 | 0.04% | 5,913 | 622 | 11.8% | $3.54万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $33.63万 | 0.04% | 995 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $31.36万 | 0.04% | 213 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $28.87万 | 0.03% | 900 | -21 | -2.3% | -$6,737 | 减仓 |
| AVGO | BROADCOM INC | $28.51万 | 0.03% | 921 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC | $25.33万 | 0.03% | 75 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $25.20万 | 0.03% | 1,115 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $24.32万 | 0.03% | 2,529 | 2,529 | — | $24.32万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $22.55万 | 0.03% | 1,293 | -200 | -13.4% | -$3.49万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $1.00万 | 0.00% | 23 | 23 | — | $1.00万 | 新建仓 |
| PAYX | PAYCHEX INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BF/B | BROWN FORMAN CORP | $0 | 0.00% | 0 | -26,935 | -100.0% | -$70.19万 | 清仓 |
| FDS | FACTSET RESH SYS INC | $0 | 0.00% | 0 | -1,570 | -100.0% | -$45.56万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -1,542 | -100.0% | -$30.06万 | 清仓 |
| GWW | WW GRAINGER INC | $0 | 0.00% | 0 | -270 | -100.0% | -$27.24万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -2,084 | -100.0% | -$25.08万 | 清仓 |
| MIR | MIRION TECHNOLOGIES INC | $0 | 0.00% | 0 | -9,000 | -100.0% | -$21.08万 | 清仓 |
| — | LIBERTY MEDIA CORP DEL | $0 | 0.00% | 0 | — | — | — | 申报中断 |