DUTCH ASSET Corp
SELKIRK NY · SEC CIK 0002115141
$2.01亿2026Q2 申报市值
115持仓数
53.0%前十大占比 · 第一大 11.1%
22 / 4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
MSFT 加仓+$355.90万
NOW 新建仓+$161.33万
BRK/B 加仓+$156.48万
INTU 加仓+$150.97万
MELI 加仓+$148.90万
2026Q2 卖出最多 按季末市值估算
AMD 减仓-$635.71万
QCOM 减仓-$174.51万
XTEN 减仓-$132.52万
PWR 减仓-$94.64万
STRL 减仓-$61.69万
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 |
|---|---|---|---|---|---|---|---|---|
| AMD | ADVANCED MICRO DEVICES INC | $2,222.62万 | 11.06% | 38,260 | -10,943 | -22.2% | -$635.71万 | 减仓 |
| GOOG | ALPHABET INC | $1,598.78万 | 7.95% | 45,248 | 1,391 | 3.2% | $49.15万 | 加仓 |
| XTWY | BONDBLOXX ETF TRUST | $1,207.07万 | 6.01% | 321,586 | 9,980 | 3.2% | $37.46万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,120.16万 | 5.57% | 23,455 | 531 | 2.3% | $25.36万 | 加仓 |
| MSFT | MICROSOFT CORP | $950.43万 | 4.73% | 25,479 | 9,541 | 59.9% | $355.90万 | 加仓 |
| TSLA | TESLA INC | $883.73万 | 4.40% | 21,011 | 1,319 | 6.7% | $55.48万 | 加仓 |
| XTEN | BONDBLOXX ETF TRUST | $699.14万 | 3.48% | 153,386 | -29,073 | -15.9% | -$132.52万 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $693.93万 | 3.45% | 79,725 | 14,627 | 22.5% | $127.31万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $677.63万 | 3.37% | 33,866 | 1,001 | 3.0% | $20.03万 | 加仓 |
| AMZN | AMAZON COM INC | $591.68万 | 2.94% | 24,824 | 2,658 | 12.0% | $63.35万 | 加仓 |
| MOD | MODINE MFG CO | $529.77万 | 2.64% | 19,840 | 1,131 | 6.0% | $30.20万 | 加仓 |
| GOOGL | ALPHABET INC | $484.02万 | 2.41% | 13,544 | 683 | 5.3% | $24.41万 | 加仓 |
| QQQ | INVESCO QQQ TR | $429.08万 | 2.13% | 5,826 | 5 | 0.1% | $3,682 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $395.59万 | 1.97% | 7,905 | 3,127 | 65.4% | $156.48万 | 加仓 |
| V | VISA INC | $394.40万 | 1.96% | 11,495 | 1,400 | 13.9% | $48.03万 | 加仓 |
| META | META PLATFORMS INC | $366.74万 | 1.82% | 6,510 | 522 | 8.7% | $29.41万 | 加仓 |
| MELI | MERCADOLIBRE INC | $352.82万 | 1.76% | 2,078 | 877 | 73.0% | $148.90万 | 加仓 |
| ONTO | ONTO INNOVATION INC | $279.54万 | 1.39% | 7,386 | -1,213 | -14.1% | -$45.91万 | 减仓 |
| INTU | INTUIT | $261.65万 | 1.30% | 10,024 | 5,784 | 136.4% | $150.97万 | 加仓 |
| AAPL | APPLE INC | $243.98万 | 1.21% | 8,431 | 303 | 3.7% | $8.77万 | 加仓 |
| AVGO | BROADCOM INC | $235.31万 | 1.17% | 6,229 | 597 | 10.6% | $22.55万 | 加仓 |
| ORCL | ORACLE CORP | $222.90万 | 1.11% | 15,209 | 3,912 | 34.6% | $57.33万 | 加仓 |
| GLW | CORNING INC | $216.17万 | 1.08% | 8,463 | 284 | 3.5% | $7.25万 | 加仓 |
| AMAT | APPLIED MATLS INC | $207.88万 | 1.03% | 2,875 | 118 | 4.3% | $8.53万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $198.90万 | 0.99% | 6,076 | 292 | 5.0% | $9.56万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $189.48万 | 0.94% | 4,372 | 190 | 4.5% | $8.23万 | 加仓 |
| GEV | GE VERNOVA INC | $170.80万 | 0.85% | 1,453 | 120 | 9.0% | $14.11万 | 加仓 |
| NOW | SERVICENOW INC | $161.33万 | 0.80% | 16,249 | 16,249 | — | $161.33万 | 新建仓 |
| ETN | EATON CORP PLC | $139.42万 | 0.69% | 3,271 | 122 | 3.9% | $5.20万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $139.37万 | 0.69% | 4,956 | 0 | 0.0% | — | 不变 |
| FLS | FLOWSERVE CORP | $136.19万 | 0.68% | 18,364 | 1,052 | 6.1% | $7.80万 | 加仓 |
| EMR | EMERSON ELEC CO | $125.03万 | 0.62% | 8,734 | 494 | 6.0% | $7.07万 | 加仓 |
| CRH | CRH PLC | $121.35万 | 0.60% | 11,341 | -120 | -1.0% | -$1.28万 | 减仓 |
| FTI | TECHNIPFMC PLC | $119.81万 | 0.60% | 18,071 | 630 | 3.6% | $4.18万 | 加仓 |
| GE | GE AEROSPACE | $119.15万 | 0.59% | 3,188 | 66 | 2.1% | $2.47万 | 加仓 |
| CAT | CATERPILLAR INC | $113.86万 | 0.57% | 1,069 | 146 | 15.8% | $15.55万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $109.11万 | 0.54% | 2,176 | 133 | 6.5% | $6.67万 | 加仓 |
| KLAC | KLA CORP | $97.34万 | 0.48% | 3,226 | 316 | 10.9% | $9.53万 | 加仓 |
| ADBE | ADOBE INC | $93.75万 | 0.47% | 4,572 | 1,564 | 52.0% | $32.07万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $87.93万 | 0.44% | 4,035 | -300 | -6.9% | -$6.54万 | 减仓 |
| PWR | QUANTA SVCS INC | $84.19万 | 0.42% | 1,169 | -1,314 | -52.9% | -$94.64万 | 减仓 |
| MUB | ISHARES TR | $82.87万 | 0.41% | 7,700 | -53 | -0.7% | -$5,704 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $81.67万 | 0.41% | 973 | -735 | -43.0% | -$61.69万 | 减仓 |
| AMGN | AMGEN INC | $80.46万 | 0.40% | 2,222 | 111 | 5.3% | $4.02万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $76.95万 | 0.38% | 1,498 | 311 | 26.2% | $15.98万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $71.51万 | 0.36% | 7,750 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO EXCH TRADED FD TR II | $68.82万 | 0.34% | 2,271 | -9 | -0.4% | -$2,727 | 减仓 |
| XBI | SPDR SERIES TRUST | $59.71万 | 0.30% | 3,773 | -350 | -8.5% | -$5.54万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $59.08万 | 0.29% | 3,477 | 369 | 11.9% | $6.27万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $51.93万 | 0.26% | 7,074 | -843 | -10.6% | -$6.19万 | 减仓 |
| CBRS | CEREBRAS SYSTEMS INC | $50.51万 | 0.25% | 2,285 | 2,285 | — | $50.51万 | 新建仓 |
| XONE | BONDBLOXX ETF TRUST | $49.37万 | 0.25% | 10,000 | 0 | 0.0% | — | 不变 |
| NYF | ISHARES TR | $48.24万 | 0.24% | 8,950 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $47.60万 | 0.24% | 635 | -61 | -8.8% | -$4.57万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $46.70万 | 0.23% | 3,925 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $46.28万 | 0.23% | 3,385 | 527 | 18.4% | $7.21万 | 加仓 |
| LOW | LOWES COS INC | $42.56万 | 0.21% | 1,930 | 72 | 3.9% | $1.59万 | 加仓 |
| QCOM | QUALCOMM INC | $41.93万 | 0.21% | 2,268 | -9,440 | -80.6% | -$174.51万 | 减仓 |
| GRAL | GRAIL INC | $41.88万 | 0.21% | 6,135 | -1,000 | -14.0% | -$6.83万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $39.46万 | 0.20% | 3,250 | -500 | -13.3% | -$6.07万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $39.03万 | 0.19% | 4,660 | -295 | -6.0% | -$2.47万 | 减仓 |
| NFLX | NETFLIX INC. | $38.90万 | 0.19% | 5,447 | 1,223 | 29.0% | $8.73万 | 加仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $37.41万 | 0.19% | 3,040 | -200 | -6.2% | -$2.46万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $37.40万 | 0.19% | 4,800 | -91 | -1.9% | -$7,090 | 减仓 |
| BA | BOEING CO | $37.30万 | 0.19% | 1,723 | 102 | 6.3% | $2.21万 | 加仓 |
| HD | HOME DEPOT INC | $36.86万 | 0.18% | 1,045 | 154 | 17.3% | $5.43万 | 加仓 |
| SYY | SYSCO CORP | $36.78万 | 0.18% | 4,400 | 4,400 | — | $36.78万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $36.33万 | 0.18% | 314 | 314 | — | $36.33万 | 新建仓 |
| PFE | PFIZER INC | $35.99万 | 0.18% | 14,948 | -1,213 | -7.5% | -$2.92万 | 减仓 |
| SMH | VANECK ETF TRUST | $35.51万 | 0.18% | 541 | -20 | -3.6% | -$1.31万 | 减仓 |
| BOTZ | GLOBAL X FDS | $34.35万 | 0.17% | 9,055 | -1,045 | -10.3% | -$3.96万 | 减仓 |
| DE | DEERE & CO | $34.02万 | 0.17% | 536 | 536 | — | $34.02万 | 新建仓 |
| NOK | NOKIA CORP | $33.11万 | 0.16% | 24,932 | 24,932 | — | $33.11万 | 新建仓 |
| — | BLACKROCK 2037 MUNICIPAL TAR | $32.85万 | 0.16% | 12,781 | 1,230 | 10.6% | $3.16万 | 加仓 |
| VHT | VANGUARD WORLD FD | $32.77万 | 0.16% | 1,095 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $32.19万 | 0.16% | 1,513 | 0 | 0.0% | — | 不变 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $32.03万 | 0.16% | 2,800 | 0 | 0.0% | — | 不变 |
| HXL | HEXCEL CORP NEW | $32.02万 | 0.16% | 3,200 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $31.39万 | 0.16% | 2,480 | 2,480 | — | $31.39万 | 新建仓 |
| NXPI | NXP SEMICONDUCTORS N V | $31.16万 | 0.16% | 1,108 | 1,108 | — | $31.16万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $30.89万 | 0.15% | 449 | 19 | 4.4% | $1.31万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $30.50万 | 0.15% | 901 | 96 | 11.9% | $3.25万 | 加仓 |
| TRST | TRUSTCO BK CORP N Y | $30.20万 | 0.15% | 5,500 | 0 | 0.0% | — | 不变 |
| ALKS | ALKERMES PLC | $29.87万 | 0.15% | 5,700 | -500 | -8.1% | -$2.62万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $28.75万 | 0.14% | 385 | 1 | 0.3% | $747 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $28.63万 | 0.14% | 5,700 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $28.57万 | 0.14% | 1,579 | 215 | 15.8% | $3.89万 | 加仓 |
| SO | SOUTHERN CO | $28.54万 | 0.14% | 2,982 | -50 | -1.6% | -$4,785 | 减仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $28.44万 | 0.14% | 25,509 | 25,509 | — | $28.44万 | 新建仓 |
| URI | UNITED RENTALS INC | $28.35万 | 0.14% | 250 | 250 | — | $28.35万 | 新建仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $27.68万 | 0.14% | 1,894 | 224 | 13.4% | $3.27万 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $27.39万 | 0.14% | 2,897 | 2,897 | — | $27.39万 | 新建仓 |
| CMI | CUMMINS INC | $27.37万 | 0.14% | 383 | 383 | — | $27.37万 | 新建仓 |
| TW | TRADEWEB MKTS INC | $26.81万 | 0.13% | 2,689 | -980 | -26.7% | -$9.77万 | 减仓 |
| APH | AMPHENOL CORP | $24.96万 | 0.12% | 1,415 | 1,415 | — | $24.96万 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC | $24.71万 | 0.12% | 913 | 95 | 11.6% | $2.57万 | 加仓 |
| VLO | VALERO ENERGY CORP | $24.35万 | 0.12% | 934 | 98 | 11.7% | $2.55万 | 加仓 |
| RONB | BARON ETF TR | $23.92万 | 0.12% | 9,803 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES TR | $23.69万 | 0.12% | 2,884 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $23.41万 | 0.12% | 451 | 451 | — | $23.41万 | 新建仓 |