DUTCH ASSET Corp
SELKIRK NY · SEC CIK 0002115141
$1.49亿2026Q1 申报市值
95持仓数
52.6%前十大占比 · 第一大 8.5%
17 / 5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
MSFT 加仓+$244.81万
MOD 加仓+$223.00万
INTU 新建仓+$183.33万
TSLA 加仓+$138.89万
META 加仓+$138.58万
2026Q1 卖出最多 按季末市值估算
EQT 减仓-$155.14万
BKR 减仓-$115.97万
VV 减仓-$110.84万
TW 减仓-$102.54万
VEU 减仓-$69.51万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| TEAM | ATLASSIAN CORPORATION | $0 | 0.00% | 0 | -2,764 | -100.0% | -$44.80万 | 清仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IESC | IES HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BNDX | VANGUARD CHARLOTTE FDS | $0 | 0.00% | 0 | -7,347 | -100.0% | -$35.50万 | 清仓 |
| MNDY | MONDAY COM LTD | $0 | 0.00% | 0 | -2,194 | -100.0% | -$32.40万 | 清仓 |
| CRWV | COREWEAVE INC | $0 | 0.00% | 0 | -4,184 | -100.0% | -$30.00万 | 清仓 |
| ILMN | ILLUMINA INC | $0 | 0.00% | 0 | -1,750 | -100.0% | -$23.00万 | 清仓 |
| PLUG | PLUG PWR INC | $3.31万 | 0.02% | 14,642 | 0 | 0.0% | — | 不变 |
| QS | QUANTUMSCAPE CORP | $12.86万 | 0.09% | 20,153 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR | $20.19万 | 0.14% | 1,113 | -200 | -15.2% | -$3.63万 | 减仓 |
| OEF | ISHARES TR | $20.33万 | 0.14% | 639 | 0 | 0.0% | — | 不变 |
| EQT | EQT CORP | $20.63万 | 0.14% | 3,242 | -24,376 | -88.3% | -$155.14万 | 减仓 |
| VLO | VALERO ENERGY CORP | $20.66万 | 0.14% | 836 | 836 | — | $20.66万 | 新建仓 |
| T | AT&T INC | $21.28万 | 0.14% | 7,342 | 7,342 | — | $21.28万 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC | $21.31万 | 0.14% | 818 | 818 | — | $21.31万 | 新建仓 |
| SMH | VANECK ETF TRUST | $21.53万 | 0.14% | 561 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INTERNATION | $21.87万 | 0.15% | 1,670 | 1,670 | — | $21.87万 | 新建仓 |
| ALKS | ALKERMES PLC | $21.92万 | 0.15% | 6,200 | 6,200 | — | $21.92万 | 新建仓 |
| RONB | BARON ETF TR | $22.42万 | 0.15% | 9,803 | 9,803 | — | $22.42万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $22.56万 | 0.15% | 1,364 | 1,364 | — | $22.56万 | 新建仓 |
| REGN | REGENERON PHARMACEUTICALS | $23.18万 | 0.16% | 300 | 300 | — | $23.18万 | 新建仓 |
| SHY | ISHARES TR | $23.82万 | 0.16% | 2,884 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $24.03万 | 0.16% | 804 | -3,709 | -82.2% | -$110.84万 | 减仓 |
| TRST | TRUSTCO BK CORP N Y | $24.08万 | 0.16% | 5,500 | 304 | 5.9% | $1.33万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $24.36万 | 0.16% | 805 | 209 | 35.1% | $6.33万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $24.73万 | 0.17% | 4,050 | -18,994 | -82.4% | -$115.97万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $24.97万 | 0.17% | 384 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $25.74万 | 0.17% | 430 | 430 | — | $25.74万 | 新建仓 |
| HXL | HEXCEL CORP NEW | $25.90万 | 0.17% | 3,200 | 0 | 0.0% | — | 不变 |
| VTIP | VANGUARD MALVERN FDS | $28.47万 | 0.19% | 5,700 | -600 | -9.5% | -$3.00万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $29.04万 | 0.20% | 1,513 | -156 | -9.3% | -$2.99万 | 减仓 |
| SO | SOUTHERN CO | $29.26万 | 0.20% | 3,032 | 3,032 | — | $29.26万 | 新建仓 |
| HD | HOME DEPOT INC | $29.31万 | 0.20% | 891 | 228 | 34.4% | $7.50万 | 加仓 |
| VHT | VANGUARD WORLD FD | $29.83万 | 0.20% | 1,095 | 1,095 | — | $29.83万 | 新建仓 |
| — | BLACKROCK 2037 MUNICIPAL TAR | $29.96万 | 0.20% | 11,551 | 2,689 | 30.3% | $6.98万 | 加仓 |
| BA | BOEING CO | $32.26万 | 0.22% | 1,621 | 0 | 0.0% | — | 不变 |
| BOTZ | GLOBAL X FDS | $33.55万 | 0.23% | 10,100 | 1,000 | 11.0% | $3.32万 | 加仓 |
| GRAL | GRAIL INC | $36.87万 | 0.25% | 7,135 | 919 | 14.8% | $4.75万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $37.21万 | 0.25% | 4,955 | -9,255 | -65.1% | -$69.51万 | 减仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $37.27万 | 0.25% | 2,800 | -250 | -8.2% | -$3.33万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $37.56万 | 0.25% | 3,750 | 612 | 19.5% | $6.13万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $38.17万 | 0.26% | 3,108 | 706 | 29.4% | $8.67万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $38.35万 | 0.26% | 4,891 | -2,053 | -29.6% | -$16.10万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $38.43万 | 0.26% | 3,925 | 450 | 12.9% | $4.41万 | 加仓 |
| NFLX | NETFLIX INC. | $40.62万 | 0.27% | 4,224 | 1,002 | 31.1% | $9.64万 | 加仓 |
| KLAC | KLA CORP | $42.85万 | 0.29% | 291 | 55 | 23.3% | $8.10万 | 加仓 |
| TW | TRADEWEB MKTS INC | $43.18万 | 0.29% | 3,669 | -8,713 | -70.4% | -$102.54万 | 减仓 |
| LOW | LOWES COS INC | $43.91万 | 0.29% | 1,858 | 1,858 | — | $43.91万 | 新建仓 |
| PFE | PFIZER INC | $45.38万 | 0.30% | 16,161 | 6,660 | 70.1% | $18.70万 | 加仓 |
| IVV | ISHARES TR | $45.51万 | 0.31% | 696 | -37 | -5.0% | -$2.42万 | 减仓 |
| NYF | ISHARES TR | $47.54万 | 0.32% | 8,950 | 2,857 | 46.9% | $15.18万 | 加仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $48.46万 | 0.33% | 3,240 | 405 | 14.3% | $6.06万 | 加仓 |
| — | EXXON MOBIL CORP | $48.49万 | 0.33% | 2,858 | 2,858 | — | $48.49万 | 新建仓 |
| XONE | BONDBLOXX ETF TRUST | $49.52万 | 0.33% | 10,000 | 0 | 0.0% | — | 不变 |
| XBI | SPDR SERIES TRUST | $52.66万 | 0.35% | 4,123 | -200 | -4.6% | -$2.55万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $54.19万 | 0.36% | 2,280 | -133 | -5.5% | -$3.16万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $58.30万 | 0.39% | 7,917 | -6,984 | -46.9% | -$51.43万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $59.36万 | 0.40% | 1,187 | 242 | 25.6% | $12.10万 | 加仓 |
| CAT | CATERPILLAR INC | $65.44万 | 0.44% | 923 | 309 | 50.3% | $21.91万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $69.56万 | 0.47% | 1,708 | -189 | -10.0% | -$7.70万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $72.83万 | 0.49% | 7,750 | 1,500 | 24.0% | $14.10万 | 加仓 |
| ADBE | ADOBE INC | $73.14万 | 0.49% | 3,008 | 3,008 | — | $73.14万 | 新建仓 |
| AMGN | AMGEN INC | $74.28万 | 0.50% | 2,111 | 2,111 | — | $74.28万 | 新建仓 |
| MUB | ISHARES TR | $82.30万 | 0.55% | 7,753 | 2,803 | 56.6% | $29.75万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $85.05万 | 0.57% | 4,335 | 740 | 20.6% | $14.52万 | 加仓 |
| GE | GE AEROSPACE | $88.59万 | 0.60% | 3,122 | 650 | 26.3% | $18.45万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $89.37万 | 0.60% | 4,182 | 692 | 19.8% | $14.79万 | 加仓 |
| AMAT | APPLIED MATLS INC | $94.24万 | 0.63% | 2,757 | -929 | -25.2% | -$31.75万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $100.43万 | 0.67% | 2,043 | 509 | 33.2% | $25.02万 | 加仓 |
| EMR | EMERSON ELEC CO | $107.97万 | 0.73% | 8,240 | 8,240 | — | $107.97万 | 新建仓 |
| GLW | CORNING INC | $111.21万 | 0.75% | 8,179 | -750 | -8.4% | -$10.20万 | 减仓 |
| ETN | EATON CORP PLC | $112.64万 | 0.76% | 3,149 | 519 | 19.7% | $18.56万 | 加仓 |
| GEV | GE VERNOVA INC | $116.38万 | 0.78% | 1,333 | 292 | 28.0% | $25.49万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $120.13万 | 0.81% | 4,956 | 1,219 | 32.6% | $29.55万 | 加仓 |
| CRH | CRH PLC | $120.48万 | 0.81% | 11,461 | 2,158 | 23.2% | $22.69万 | 加仓 |
| FTI | TECHNIPFMC PLC | $120.57万 | 0.81% | 17,441 | 2,703 | 18.3% | $18.69万 | 加仓 |
| FLS | FLOWSERVE CORP | $127.27万 | 0.86% | 17,312 | 8,627 | 99.3% | $63.42万 | 加仓 |
| PWR | QUANTA SVCS INC | $136.38万 | 0.92% | 2,483 | 528 | 27.0% | $29.00万 | 加仓 |
| QCOM | QUALCOMM INC | $150.79万 | 1.01% | 11,708 | 2,572 | 28.2% | $33.13万 | 加仓 |
| ORCL | ORACLE CORP | $166.20万 | 1.12% | 11,297 | 3,523 | 45.3% | $51.83万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $170.16万 | 1.14% | 5,784 | 691 | 13.6% | $20.33万 | 加仓 |
| AVGO | BROADCOM INC | $174.32万 | 1.17% | 5,632 | 864 | 18.1% | $26.74万 | 加仓 |
| ONTO | ONTO INNOVATION INC | $176.36万 | 1.18% | 8,599 | 1,269 | 17.3% | $26.03万 | 加仓 |
| INTU | INTUIT | $183.33万 | 1.23% | 4,240 | 4,240 | — | $183.33万 | 新建仓 |
| AAPL | APPLE INC | $206.30万 | 1.39% | 8,128 | 875 | 12.1% | $22.21万 | 加仓 |
| MELI | MERCADOLIBRE INC | $207.67万 | 1.40% | 1,201 | 793 | 194.4% | $137.12万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $229.00万 | 1.54% | 4,778 | 1,730 | 56.8% | $82.92万 | 加仓 |
| V | VISA INC | $305.14万 | 2.05% | 10,095 | 2,217 | 28.1% | $67.01万 | 加仓 |
| QQQ | INVESCO QQQ TR | $336.00万 | 2.26% | 5,821 | 70 | 1.2% | $4.04万 | 加仓 |
| META | META PLATFORMS INC | $342.61万 | 2.30% | 5,988 | 2,422 | 67.9% | $138.58万 | 加仓 |
| GOOGL | ALPHABET INC | $369.83万 | 2.48% | 12,861 | 2,478 | 23.9% | $71.26万 | 加仓 |
| MOD | MODINE MFG CO | $405.46万 | 2.72% | 18,709 | 10,290 | 122.2% | $223.00万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $436.62万 | 2.93% | 65,098 | 11,852 | 22.3% | $79.49万 | 加仓 |
| AMZN | AMAZON COM INC | $461.65万 | 3.10% | 22,166 | 3,843 | 21.0% | $80.04万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $573.18万 | 3.85% | 32,865 | 4,531 | 16.0% | $79.02万 | 加仓 |
| MSFT | MICROSOFT CORP | $590.01万 | 3.96% | 15,938 | 6,613 | 70.9% | $244.81万 | 加仓 |
| TSLA | TESLA INC | $732.07万 | 4.92% | 19,692 | 3,736 | 23.4% | $138.89万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $774.73万 | 5.21% | 22,924 | 2,368 | 11.5% | $80.03万 | 加仓 |
| XTEN | BONDBLOXX ETF TRUST | $836.76万 | 5.62% | 182,459 | -2,094 | -1.1% | -$9.60万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,000.95万 | 6.73% | 49,203 | 5,743 | 13.2% | $116.83万 | 加仓 |