Bey-Douglas LLC
Marietta GA · SEC CIK 0002011271
$1.15亿2026Q1 申报市值
56持仓数
61.8%前十大占比 · 第一大 12.5%
4 / 1新建仓 / 清仓
26Q1
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SPGI 新建仓+$199.91万
JNJ 加仓+$186.34万
NOW 重新持有+$129.79万
AVGO 重新持有+$126.72万
AMGN 新建仓+$33.11万
2026Q1 卖出最多 按季末市值估算
BKNG 减仓-$432.99万
GOOGL 减仓-$284.11万
CRM 减仓-$215.03万
MSFT 减仓-$36.57万
TCHP 清仓-$33.43万
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 |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | $1,430.34万 | 12.48% | 49,741 | -9,880 | -16.6% | -$284.11万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,227.86万 | 10.71% | 70,405 | -446 | -0.6% | -$7.78万 | 减仓 |
| MSFT | MICROSOFT CORP | $864.16万 | 7.54% | 23,345 | -988 | -4.1% | -$36.57万 | 减仓 |
| V | VISA INC | $612.90万 | 5.35% | 20,279 | -436 | -2.1% | -$13.18万 | 减仓 |
| LLY | ELI LILLY & CO | $545.94万 | 4.76% | 5,936 | -39 | -0.7% | -$3.59万 | 减仓 |
| AAPL | APPLE INC | $536.79万 | 4.68% | 21,151 | -154 | -0.7% | -$3.91万 | 减仓 |
| MCK | MCKESSON CORP | $499.87万 | 4.36% | 5,776 | -57 | -1.0% | -$4.93万 | 减仓 |
| SYK | STRYKER CORPORATION | $471.14万 | 4.11% | 14,338 | -288 | -2.0% | -$9.46万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $453.92万 | 3.96% | 9,085 | -178 | -1.9% | -$8.89万 | 减仓 |
| GWW | WW GRAINGER INC | $445.71万 | 3.89% | 4,086 | -81 | -1.9% | -$8.84万 | 减仓 |
| INTU | INTUIT | $422.73万 | 3.69% | 9,777 | -330 | -3.3% | -$14.27万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $350.87万 | 3.06% | 7,322 | -141 | -1.9% | -$6.76万 | 重新持有 |
| META | META PLATFORMS INC | $344.94万 | 3.01% | 6,029 | -96 | -1.6% | -$5.49万 | 减仓 |
| AVGO | BROADCOM INC | $309.73万 | 2.70% | 10,007 | 4,094 | 69.2% | $126.72万 | 重新持有 |
| RTX | RTX CORPORATION | $273.38万 | 2.38% | 14,172 | 349 | 2.5% | $6.73万 | 加仓 |
| ETN | EATON CORP PLC | $244.85万 | 2.14% | 6,846 | -313 | -4.4% | -$11.19万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $240.66万 | 2.10% | 9,845 | 7,623 | 343.1% | $186.34万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $221.11万 | 1.93% | 10,883 | -386 | -3.4% | -$7.84万 | 减仓 |
| SPGI | S&P GLOBAL INC | $199.91万 | 1.74% | 4,700 | 4,700 | — | $199.91万 | 新建仓 |
| BKNG | BOOKING HOLDINGS INC | $170.58万 | 1.49% | 405 | -1,028 | -71.7% | -$432.99万 | 减仓 |
| APH | AMPHENOL CORP | $145.12万 | 1.27% | 11,485 | 1,557 | 15.7% | $19.67万 | 加仓 |
| NOW | SERVICENOW INC | $132.65万 | 1.16% | 12,688 | 12,414 | 4,530.7% | $129.79万 | 重新持有 |
| UBER | UBER TECHNOLOGIES INC | $98.53万 | 0.86% | 13,698 | -1,071 | -7.3% | -$7.70万 | 减仓 |
| COWZ | PACER FDS TR | $82.97万 | 0.72% | 13,262 | 4,477 | 51.0% | $28.01万 | 加仓 |
| — | EXXON MOBIL CORP | $74.87万 | 0.65% | 4,413 | 22 | 0.5% | $3,732 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $72.60万 | 0.63% | 16,027 | -820 | -4.9% | -$3.71万 | 减仓 |
| CRM | SALESFORCE INC | $63.42万 | 0.55% | 3,397 | -11,518 | -77.2% | -$215.03万 | 减仓 |
| CVX | CHEVRON CORPORATION | $57.57万 | 0.50% | 2,782 | 105 | 3.9% | $2.17万 | 加仓 |
| SO | SOUTHERN CO | $51.23万 | 0.45% | 5,308 | -88 | -1.6% | -$8,493 | 减仓 |
| AMZN | AMAZON COM INC | $42.97万 | 0.37% | 2,063 | 362 | 21.3% | $7.54万 | 加仓 |
| ABBV | ABBVIE INC | $42.36万 | 0.37% | 1,948 | -154 | -7.3% | -$3.35万 | 减仓 |
| PEP | PEPSICO INC | $42.06万 | 0.37% | 2,708 | 91 | 3.5% | $1.41万 | 加仓 |
| ADBE | ADOBE INC | $40.86万 | 0.36% | 1,681 | -80 | -4.5% | -$1.94万 | 减仓 |
| UTG | REAVES UTIL INCOME FD | $40.22万 | 0.35% | 10,239 | 1,658 | 19.3% | $6.51万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $37.21万 | 0.32% | 1,877 | -104 | -5.2% | -$2.06万 | 减仓 |
| CSCO | CISCO SYS INC | $34.81万 | 0.30% | 4,487 | -517 | -10.3% | -$4.01万 | 减仓 |
| FIX | COMFORT SYS USA INC | $34.48万 | 0.30% | 250 | -69 | -21.6% | -$9.52万 | 重新持有 |
| FSK | FS KKR CAP CORP | $33.75万 | 0.29% | 33,152 | -12,593 | -27.5% | -$12.82万 | 重新持有 |
| AMGN | AMGEN INC | $33.11万 | 0.29% | 941 | 941 | — | $33.11万 | 新建仓 |
| VXUS | VANGUARD STAR FDS | $32.76万 | 0.29% | 4,249 | 4,249 | — | $32.76万 | 新建仓 |
| MDT | MEDTRONIC PLC | $32.10万 | 0.28% | 3,704 | 109 | 3.0% | $9,445 | 加仓 |
| MRK | MERCK & CO INC | $31.70万 | 0.28% | 2,635 | -50 | -1.9% | -$6,014 | 重新持有 |
| ED | CONSOLIDATED EDISON INC | $30.66万 | 0.27% | 2,709 | -26 | -1.0% | -$2,943 | 减仓 |
| VUG | VANGUARD INDEX FDS | $30.37万 | 0.26% | 695 | -701 | -50.2% | -$30.64万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $28.44万 | 0.25% | 13,530 | -768 | -5.4% | -$1.61万 | 减仓 |
| WM | WASTE MGMT INC DEL | $27.39万 | 0.24% | 1,192 | -41 | -3.3% | -$9,421 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $26.32万 | 0.23% | 5,735 | 5,735 | — | $26.32万 | 新建仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $25.14万 | 0.22% | 3,748 | 876 | 30.5% | $5.88万 | 重新持有 |
| COST | COSTCO WHOLESALE CORPORATION | $24.33万 | 0.21% | 244 | 53 | 27.7% | $5.28万 | 重新持有 |
| HD | HOME DEPOT INC | $23.19万 | 0.20% | 705 | -78 | -10.0% | -$2.57万 | 减仓 |
| GEV | GE VERNOVA INC | $22.78万 | 0.20% | 261 | -33 | -11.2% | -$2.88万 | 重新持有 |
| — | EATON VANCE SHORT DURATION D | $22.78万 | 0.20% | 21,306 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD SWITZ | $21.80万 | 0.19% | 669 | 144 | 27.4% | $4.69万 | 重新持有 |
| COWG | PACER FDS TR | $21.44万 | 0.19% | 6,356 | -600 | -8.6% | -$2.02万 | 减仓 |
| MMT | MFS MULTIMARKET INCOME TR | $19.17万 | 0.17% | 41,491 | 0 | 0.0% | — | 不变 |
| ACP | ABRDN INCOME CREDIT STRATEGI | $15.05万 | 0.13% | 29,509 | 0 | 0.0% | — | 不变 |
| TCHP | T ROWE PRICE ETF INC | $0 | 0.00% | 0 | -6,704 | -100.0% | -$33.43万 | 清仓 |