13F 机构持仓

Alan B Lancz & Associates, Inc.

TOLEDO OH · SEC CIK 0001897835

2026Q22026Q1 更早 9 个季度 🔒
$1.15亿2026Q2 申报市值
138持仓数
38.7%前十大占比 · 第一大 8.9%
13 / 7新建仓 / 清仓
申报市值走势$1.15亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AAPL 8.9%
GOOGL 6.6%
GOOG 4.8%
COST 3.7%
MSFT 3.4%
AMGN 3.1%
NVDA 2.2%
ALSN 2.1%
QCOM 2.0%
AMZN 2.0%

2026Q2 买入最多 按季末市值估算

HONA 新建仓+$84.87万
MRVL 新建仓+$40.12万
NBIS 新建仓+$27.62万
RKLB 新建仓+$26.43万
CRWD 新建仓+$24.42万

2026Q2 卖出最多 按季末市值估算

HON 减仓-$85.94万
MU 减仓-$80.80万
KO 清仓-$39.93万
HOLOGIC INC 清仓-$26.08万
FISV 清仓-$22.88万

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
KO COCA COLA CO $00.00%0 -5,250-100.0% -$39.93万 清仓
— HOLOGIC INC $00.00%0 -3,450-100.0% -$26.08万 清仓
FISV FISERV INC $00.00%0 -4,100-100.0% -$22.88万 清仓
HP HELMERICH & PAYNE INC $00.00%0 -6,100-100.0% -$21.98万 清仓
CMG CHIPOTLE MEXICAN GRILL INC $00.00%0 -6,800-100.0% -$21.77万 清仓
OXY OCCIDENTAL PETE CORP $00.00%0 -3,142-100.0% -$20.42万 清仓
BDX BECTON DICKINSON & CO $00.00%0 -1,281-100.0% -$20.14万 清仓
SNOW SNOWFLAKE INC $20.16万0.18%792 792— $20.16万 新建仓
IBM INTERNATIONAL BUSINESS MACHS $20.98万0.18%746 00.0% — 重新持有
C CITIGROUP INC $20.99万0.18%1,500 1,500— $20.99万 新建仓
DAL DELTA AIR LINES INC $21.07万0.18%2,250 2,250— $21.07万 新建仓
XRAY DENTSPLY SIRONA INC $21.11万0.18%19,900 00.0% — 不变
MTB M & T BK CORP $21.23万0.18%892 892— $21.23万 新建仓
IFF INTERNATIONAL FLAVORS&FRAGRA $21.39万0.19%2,700 -500-15.6% -$3.96万 减仓
USB US BANCORP $21.74万0.19%3,600 -800-18.2% -$4.83万 重新持有
DLTR DOLLAR TREE INC $21.77万0.19%1,800 -700-28.0% -$8.47万 重新持有
LOW LOWES COS INC $22.18万0.19%1,006 -225-18.3% -$4.96万 减仓
WM WASTE MGMT INC DEL $22.29万0.19%1,000 00.0% — 不变
XLU SELECT SECTOR SPDR TR $22.44万0.20%4,950 00.0% — 不变
SLB SLB LIMITED $22.68万0.20%4,878 00.0% — 不变
DKS DICKS SPORTING GOODS INC $22.68万0.20%1,000 1,000— $22.68万 新建仓
PLTR PALANTIR TECHNOLOGIES INC $22.75万0.20%1,950 00.0% — 不变
NOC NORTHROP GRUMMAN CORP $22.92万0.20%450 00.0% — 不变
SON SONOCO PRODS CO $23.10万0.20%4,100 00.0% — 不变
GVA GRANITE CONSTR INC $23.17万0.20%1,466 1,466— $23.17万 新建仓
TRP TC ENERGY CORP $23.20万0.20%3,500 00.0% — 不变
AXP AMERICAN EXPRESS CO $23.68万0.21%700 00.0% — 不变
TSM TAIWAN SEMICONDUCTOR MANUFAC $23.88万0.21%500 500— $23.88万 新建仓
VZ VERIZON COMMUNICATIONS INC $24.05万0.21%5,681 00.0% — 不变
QXO QXO INC $24.36万0.21%14,100 14,100— $24.36万 新建仓
CRWD CROWDSTRIKE HLDGS INC $24.42万0.21%320 320— $24.42万 新建仓
ZTS ZOETIS INC $25.69万0.22%3,575 00.0% — 不变
JAZZ JAZZ PHARMACEUTICALS PLC $25.90万0.23%1,075 00.0% — 不变
TSLA TESLA INC $25.99万0.23%618 20.3% $841 加仓
L LOEWS CORP $26.09万0.23%2,305 00.0% — 不变
PNR PENTAIR PLC $26.39万0.23%3,442 00.0% — 不变
RKLB ROCKET LAB CORP $26.43万0.23%2,600 2,600— $26.43万 新建仓
MDLZ MONDELEZ INTL INC $26.90万0.23%4,650 00.0% — 不变
BBY BEST BUY INC $27.32万0.24%3,600 00.0% — 不变
COP CONOCOPHILLIPS $27.47万0.24%2,642 00.0% — 不变
NBIS NEBIUS GROUP N.V. $27.62万0.24%1,000 1,000— $27.62万 新建仓
WFC WELLS FARGO & CO $28.10万0.24%3,400 00.0% — 不变
SU SUNCOR ENERGY INC NEW $28.99万0.25%5,400 00.0% — 不变
ES EVERSOURCE ENERGY $29.15万0.25%4,033 -1,700-29.7% -$12.29万 减仓
FHN FIRST HORIZON CORPORATION $29.49万0.26%11,500 00.0% — 不变
TIP ISHARES TR $29.82万0.26%2,725 00.0% — 不变
INMD INMODE LTD $29.82万0.26%20,400 00.0% — 不变
IP INTERNATIONAL PAPER CO $29.91万0.26%7,850 00.0% — 不变
ZBH ZIMMER BIOMET HOLDINGS INC $30.99万0.27%3,600 00.0% — 不变
KMB KIMBERLY-CLARK CORP $31.21万0.27%2,843 00.0% — 不变
PSX PHILLIPS 66 $31.39万0.27%1,857 00.0% — 不变
PATH UIPATH INC $31.74万0.28%29,200 -3,500-10.7% -$3.80万 减仓
PFE PFIZER INC $31.77万0.28%13,194 00.0% — 不变
BMY BRISTOL-MYERS SQUIBB CO $31.98万0.28%5,550 00.0% — 不变
BNS BANK NOVA SCOTIA B C $32.13万0.28%3,700 00.0% — 不变
EPD ENTERPRISE PRODS PARTNERS L $32.47万0.28%8,833 00.0% — 不变
CHDN CHURCHILL DOWNS INC $32.72万0.28%3,650 70023.7% $6.27万 加仓
CE CELANESE CORP DEL $33.01万0.29%7,175 -100-1.4% -$4,600 减仓
FITB FIFTH THIRD BANCORP $33.48万0.29%5,940 00.0% — 不变
AOS SMITH A O CORP $33.87万0.29%5,400 00.0% — 不变
EBAY EBAY INC. $34.08万0.30%3,050 00.0% — 不变
CME CME GROUP INC $34.78万0.30%1,575 00.0% — 不变
LIN LINDE PLC $34.82万0.30%671 00.0% — 不变
MKC MCCORMICK & CO INC $35.29万0.31%7,000 1,05017.6% $5.29万 加仓
USMV ISHARES TR $35.69万0.31%3,700 00.0% — 不变
KGC KINROSS GOLD CORP $35.90万0.31%15,200 00.0% — 不变
AMT AMERICAN TOWER CORP $36.08万0.31%2,206 00.0% — 不变
DE DEERE & CO $36.47万0.32%575 00.0% — 不变
MANU MANCHESTER UTD PLC NEW $37.85万0.33%16,505 00.0% — 不变
MRVL MARVELL TECHNOLOGY INC $40.12万0.35%1,347 1,347— $40.12万 新建仓
HD HOME DEPOT INC $40.56万0.35%1,150 00.0% — 不变
PEP PEPSICO INC $41.68万0.36%3,078 -150-4.6% -$2.03万 减仓
LMT LOCKHEED MARTIN CORP $42.03万0.37%825 00.0% — 不变
ENB ENBRIDGE INC $43.87万0.38%8,093 00.0% — 不变
RSP INVESCO EXCHANGE TRADED FD T $44.83万0.39%2,107 00.0% — 不变
MWA MUELLER WTR PRODS INC $45.01万0.39%17,427 00.0% — 不变
IBN ICICI BANK LIMITED $45.19万0.39%15,565 00.0% — 不变
GSK GSK PLC $45.87万0.40%8,750 00.0% — 不变
ORI OLD REP INTL CORP $46.03万0.40%11,250 00.0% — 不变
CVX CHEVRON CORPORATION $46.15万0.40%2,784 00.0% — 不变
ANDE ANDERSONS INC $46.45万0.40%6,791 00.0% — 不变
BX BLACKSTONE INC $47.07万0.41%4,000 00.0% — 不变
TECK TECK RESOURCES LTD $47.27万0.41%7,950 00.0% — 不变
WTRG ESSENTIAL UTILS INC $48.98万0.43%12,784 00.0% — 不变
GNRC GENERAC HLDGS INC $49.05万0.43%1,675 00.0% — 不变
— EXXON MOBIL CORP $50.82万0.44%3,717 00.0% — 不变
AMCR AMCOR PLC $51.38万0.45%11,853 2,50026.7% $10.84万 加仓
FDX FEDEX CORP $51.67万0.45%1,650 00.0% — 不变
DOC HEALTHPEAK PROPERTIES INC $52.22万0.45%24,400 00.0% — 不变
PANW PALO ALTO NETWORKS INC $52.86万0.46%1,550 00.0% — 不变
AIG AMERICAN INTL GROUP INC $54.15万0.47%7,265 70010.7% $5.22万 加仓
AVGO BROADCOM INC $54.77万0.48%1,450 00.0% — 不变
AWK AMERICAN WTR WKS CO INC NEW $57.24万0.50%4,350 00.0% — 不变
APD AIR PRODUCTS AND CHEMICALS I $57.79万0.50%1,971 00.0% — 不变
SHOP SHOPIFY INC $61.09万0.53%5,350 00.0% — 不变
GLW CORNING INC $61.46万0.53%2,406 00.0% — 不变
UPS UNITED PARCEL SVCS INC $62.89万0.55%5,850 00.0% — 不变
CMCSA COMCAST CORP NEW $62.94万0.55%25,637 -2,700-9.5% -$6.63万 减仓
ORCL ORACLE CORP $64.12万0.56%4,375 00.0% — 不变
NI NISOURCE INC $65.93万0.57%13,865 00.0% — 不变