Alan B Lancz & Associates, Inc.
TOLEDO OH · SEC CIK 0001897835
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| FHN | FIRST HORIZON CORPORATION | $29.49万 | 0.26% | 11,500 | 0 | 0.0% | — | 不变 |
| ES | EVERSOURCE ENERGY | $29.15万 | 0.25% | 4,033 | -1,700 | -29.7% | -$12.29万 | 减仓 |
| SU | SUNCOR ENERGY INC NEW | $28.99万 | 0.25% | 5,400 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $28.10万 | 0.24% | 3,400 | 0 | 0.0% | — | 不变 |
| NBIS | NEBIUS GROUP N.V. | $27.62万 | 0.24% | 1,000 | 1,000 | — | $27.62万 | 新建仓 |
| COP | CONOCOPHILLIPS | $27.47万 | 0.24% | 2,642 | 0 | 0.0% | — | 不变 |
| BBY | BEST BUY INC | $27.32万 | 0.24% | 3,600 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $26.90万 | 0.23% | 4,650 | 0 | 0.0% | — | 不变 |
| RKLB | ROCKET LAB CORP | $26.43万 | 0.23% | 2,600 | 2,600 | — | $26.43万 | 新建仓 |
| PNR | PENTAIR PLC | $26.39万 | 0.23% | 3,442 | 0 | 0.0% | — | 不变 |
| L | LOEWS CORP | $26.09万 | 0.23% | 2,305 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $25.99万 | 0.23% | 618 | 2 | 0.3% | $841 | 加仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $25.90万 | 0.23% | 1,075 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $25.69万 | 0.22% | 3,575 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $24.42万 | 0.21% | 320 | 320 | — | $24.42万 | 新建仓 |
| QXO | QXO INC | $24.36万 | 0.21% | 14,100 | 14,100 | — | $24.36万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $24.05万 | 0.21% | 5,681 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $23.88万 | 0.21% | 500 | 500 | — | $23.88万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $23.68万 | 0.21% | 700 | 0 | 0.0% | — | 不变 |
| TRP | TC ENERGY CORP | $23.20万 | 0.20% | 3,500 | 0 | 0.0% | — | 不变 |
| GVA | GRANITE CONSTR INC | $23.17万 | 0.20% | 1,466 | 1,466 | — | $23.17万 | 新建仓 |
| SON | SONOCO PRODS CO | $23.10万 | 0.20% | 4,100 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $22.92万 | 0.20% | 450 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $22.75万 | 0.20% | 1,950 | 0 | 0.0% | — | 不变 |
| DKS | DICKS SPORTING GOODS INC | $22.68万 | 0.20% | 1,000 | 1,000 | — | $22.68万 | 新建仓 |
| SLB | SLB LIMITED | $22.68万 | 0.20% | 4,878 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $22.44万 | 0.20% | 4,950 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $22.29万 | 0.19% | 1,000 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $22.18万 | 0.19% | 1,006 | -225 | -18.3% | -$4.96万 | 减仓 |
| DLTR | DOLLAR TREE INC | $21.77万 | 0.19% | 1,800 | -700 | -28.0% | -$8.47万 | 重新持有 |
| USB | US BANCORP | $21.74万 | 0.19% | 3,600 | -800 | -18.2% | -$4.83万 | 重新持有 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $21.39万 | 0.19% | 2,700 | -500 | -15.6% | -$3.96万 | 减仓 |
| MTB | M & T BK CORP | $21.23万 | 0.18% | 892 | 892 | — | $21.23万 | 新建仓 |
| XRAY | DENTSPLY SIRONA INC | $21.11万 | 0.18% | 19,900 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC | $21.07万 | 0.18% | 2,250 | 2,250 | — | $21.07万 | 新建仓 |
| C | CITIGROUP INC | $20.99万 | 0.18% | 1,500 | 1,500 | — | $20.99万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $20.98万 | 0.18% | 746 | 0 | 0.0% | — | 重新持有 |
| SNOW | SNOWFLAKE INC | $20.16万 | 0.18% | 792 | 792 | — | $20.16万 | 新建仓 |
| KO | COCA COLA CO | $0 | 0.00% | 0 | -5,250 | -100.0% | -$39.93万 | 清仓 |
| — | HOLOGIC INC | $0 | 0.00% | 0 | -3,450 | -100.0% | -$26.08万 | 清仓 |
| FISV | FISERV INC | $0 | 0.00% | 0 | -4,100 | -100.0% | -$22.88万 | 清仓 |
| HP | HELMERICH & PAYNE INC | $0 | 0.00% | 0 | -6,100 | -100.0% | -$21.98万 | 清仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $0 | 0.00% | 0 | -6,800 | -100.0% | -$21.77万 | 清仓 |
| OXY | OCCIDENTAL PETE CORP | $0 | 0.00% | 0 | -3,142 | -100.0% | -$20.42万 | 清仓 |
| BDX | BECTON DICKINSON & CO | $0 | 0.00% | 0 | -1,281 | -100.0% | -$20.14万 | 清仓 |