Douglass Winthrop Advisors, LLC
- SEC CIK
- 0001308527
- 最新申報
- 2026/8/13
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/14 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 282
- 較 2025 年第 1 季 0
- 總值
- $55.4 億
- 較 2025 年第 1 季 +$2.81 億 (+5.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| BRK.BBerkshire Hathaway Inc | Stock | 869,806 | $4.23 億 | 7.6% | +3,951+0.5% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 637,198 | $3.17 億 | 5.7% | +11,423+1.8% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,539,138 | $2.73 億 | 4.9% | +79,692+5.5% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,190,405 | $2.61 億 | 4.7% | +111,717+10.4% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 187,558 | $2.51 億 | 4.5% | −4,722−2.5% | 減碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 2,332,230 | $2.18 億 | 3.9% | +13,824+0.6% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 381,273 | $2.14 億 | 3.9% | +1,784+0.5% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 194,262 | $1.92 億 | 3.5% | −188−0.1% | 減碼 | 歷史 |
| MKLMarkel Group Inc. | COM | 83,951 | $1.68 億 | 3.0% | +283+0.3% | 加碼 | 歷史 |
| TDGTransDigm Group INC | COM | 102,649 | $1.56 億 | 2.8% | +935+0.9% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 287,113 | $1.46 億 | 2.6% | +7,387+2.6% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 698,526 | $1.43 億 | 2.6% | −28,257−3.9% | 減碼 | 歷史 |
| AONAon plc | CL A | 397,087 | $1.42 億 | 2.6% | +29,387+8.0% | 加碼 | 歷史 |
| FASTFastenal Co | Stock | 3,261,361 | $1.37 億 | 2.5% | 00.0% | 不變依 2 比 1 拆股換算 | 歷史 |
| SHWSherwin Williams Co | COM | 391,183 | $1.34 億 | 2.4% | +4,092+1.1% | 加碼 | 歷史 |
| BAMBrookfield Asset Management Ltd. | CL A LMT VTG SHS | 2,399,402 | $1.33 億 | 2.4% | −272,663−10.2% | 減碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 246,901 | $1.30 億 | 2.4% | +2,105+0.9% | 加碼 | 歷史 |
| MLMMartin Marietta Materials Inc | COM | 230,295 | $1.26 億 | 2.3% | +7,850+3.5% | 加碼 | 歷史 |
| CPRTCopart Inc | COM | 2,453,164 | $1.20 億 | 2.2% | +899,830+57.9% | 加碼 | 歷史 |
| ROPRoper Technologies Inc | Stock | 211,926 | $1.20 億 | 2.2% | +2,687+1.3% | 加碼 | 歷史 |
| CNICanadian National Railway Co | Stock | 1,077,381 | $1.12 億 | 2.0% | +22,790+2.2% | 加碼 | 歷史 |
| TPLTexas Pacific Land Corp | Stock | 102,780 | $1.09 億 | 2.0% | +3,290+3.3% | 加碼 | 歷史 |
| Compagnie Financiere Richemont ADR204319107 | COM | 5,476,859 | $1.03 億 | 1.9% | +114,228+2.1% | 加碼 | – |
| MNSTMonster Beverage Corp | COM | 1,622,360 | $1.02 億 | 1.8% | −6,274−0.4% | 減碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 444,998 | $9,835 萬 | 1.8% | +20,109+4.7% | 加碼 | 歷史 |
| Nestle SA ADR641069406 | COM | 975,610 | $9,690 萬 | 1.7% | −35,515−3.5% | 減碼 | – |
| NKENIKE, Inc. | Stock | 1,263,345 | $8,975 萬 | 1.6% | +1,209,843+2,261.3% | 加碼 | 歷史 |
| TSCOTractor Supply Co | COM | 1,634,236 | $8,624 萬 | 1.6% | +31,185+1.9% | 加碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 106 | $7,725 萬 | 1.4% | −2−1.9% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 425,050 | $7,491 萬 | 1.4% | +78,930+22.8% | 加碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 479,947 | $7,485 萬 | 1.4% | −1,541−0.3% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 130,932 | $4,176 萬 | 0.8% | −1,790−1.3% | 減碼 | 歷史 |
| TTTrane Technologies plc | SHS | 61,200 | $2,677 萬 | 0.5% | +36,219+145.0% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 283,590 | $2,245 萬 | 0.4% | −12,143−4.1% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 132,222 | $2,089 萬 | 0.4% | +7,065+5.6% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 118,389 | $1,886 萬 | 0.3% | +40,763+52.5% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 45,763 | $1,625 萬 | 0.3% | −992−2.1% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 54,879 | $1,591 萬 | 0.3% | +1,130+2.1% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 50,330 | $1,530 萬 | 0.3% | +50,330 | 新進 | – |
| DOVDOVER Corp | COM | 83,225 | $1,525 萬 | 0.3% | −175−0.2% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 97,081 | $1,483 萬 | 0.3% | −1,343−1.4% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 60,882 | $1,379 萬 | 0.2% | −2,084−3.3% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 20,736 | $1,281 萬 | 0.2% | −226−1.1% | 減碼 | 歷史 |
| MELIMercadolibre Inc | COM | 4,779 | $1,249 萬 | 0.2% | −181−3.6% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 58,977 | $1,165 萬 | 0.2% | −14,491−19.7% | 減碼 | 歷史 |
| ASMLASML Holding NV | ADR | 13,586 | $1,089 萬 | 0.2% | −528−3.7% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 149,400 | $1,057 萬 | 0.2% | +58,045+63.5% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 33,994 | $1,016 萬 | 0.2% | −255,513−88.3% | 減碼 | 歷史 |
| INTUIntuit Inc. | Stock | 12,687 | $999.3 萬 | 0.2% | −403−3.1% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 24,356 | $987.5 萬 | 0.2% | −1,522−5.9% | 減碼 | 歷史 |
| Schneider Electric SE80687P106 | COM | 184,336 | $984.0 萬 | 0.2% | −6,031−3.2% | 減碼 | – |
| WMWaste Management Inc | Stock | 42,548 | $973.6 萬 | 0.2% | −1,398−3.2% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 87,756 | $946.0 萬 | 0.2% | −484−0.5% | 減碼 | 歷史 |
| CPNGCoupang, Inc. | CL A | 304,280 | $911.6 萬 | 0.2% | −5,513−1.8% | 減碼 | 歷史 |
| MCOMoodys Corp | Stock | 16,572 | $831.3 萬 | 0.2% | −644−3.7% | 減碼 | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 25,202 | $806.8 萬 | 0.1% | −15−0.1% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 21,912 | $803.4 萬 | 0.1% | −848−3.7% | 減碼 | 歷史 |
| Airbus SE009279100 | COM | 151,091 | $791.1 萬 | 0.1% | −6,344−4.0% | 減碼 | – |
| ABBVAbbVie Inc. | Stock | 41,946 | $778.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| L Oreal Co ADR502117203 | COM | 88,557 | $757.3 萬 | 0.1% | −2,976−3.3% | 減碼 | – |
| ADPAutomatic Data Processing Inc | Stock | 24,390 | $752.2 萬 | 0.1% | −60−0.2% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 57,136 | $705.6 萬 | 0.1% | −4,250−6.9% | 減碼 | 歷史 |
| URIUnited Rentals, Inc. | COM | 9,147 | $689.1 萬 | 0.1% | −348−3.7% | 減碼 | 歷史 |
| CEGConstellation Energy Corp | Stock | 20,931 | $675.6 萬 | 0.1% | −592−2.8% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 8,598 | $670.2 萬 | 0.1% | −232−2.6% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 65,233 | $637.8 萬 | 0.1% | +699+1.1% | 加碼 | 歷史 |
| SNPSSynopsys Inc | COM | 12,174 | $624.1 萬 | 0.1% | +655+5.7% | 加碼 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 106,419 | $597.5 萬 | 0.1% | +8,649+8.8% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 41,803 | $568.6 萬 | 0.1% | −915−2.1% | 減碼 | 歷史 |
| BF.BBrown Forman Corp | Stock | 210,101 | $565.4 萬 | 0.1% | −12,366−5.6% | 減碼 | 歷史 |
| FRGEForge Global Holdings, Inc. | COM | 295,854 | $563.3 萬 | 0.1% | 00.0% | 不變依 1 比 15 拆股換算 | 歷史 |
| CARRCarrier Global Corp | Stock | 75,965 | $556.0 萬 | 0.1% | −3,050−3.9% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 9,711 | $551.6 萬 | 0.1% | −728−7.0% | 減碼 | – |
| IBMInternational Business Machines Corp | Stock | 18,245 | $537.8 萬 | 0.1% | +50+0.3% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 7,236 | $534.1 萬 | 0.1% | +712+10.9% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 92,131 | $525.2 萬 | 0.1% | +92,131 | 新進 | – |
| PEPPepsiCo Inc | Stock | 39,109 | $516.4 萬 | 0.1% | −5,318−12.0% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 16,857 | $492.5 萬 | 0.1% | −20−0.1% | 減碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 17,230 | $441.0 萬 | 0.1% | −1,729−9.1% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 15,672 | $432.0 萬 | 0.1% | −1,096−6.5% | 減碼 | 歷史 |
| CNMCore & Main, Inc. | CL A | 67,593 | $407.9 萬 | 0.1% | −2,124−3.0% | 減碼 | 歷史 |
| BALLBALL Corp | COM | 71,822 | $402.9 萬 | 0.1% | −3,401−4.5% | 減碼 | 歷史 |
| WSCWillScot Holdings Corp | COM CL A | 146,348 | $401.0 萬 | 0.1% | −8,022−5.2% | 減碼 | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 12,737 | $396.8 萬 | 0.1% | −538−4.1% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 12,319 | $391.3 萬 | 0.1% | −90−0.7% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 26,912 | $385.4 萬 | 0.1% | −677−2.5% | 減碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 20,183 | $367.6 萬 | 0.1% | −607−2.9% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 8,885 | $344.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| IRIngersoll Rand Inc. | COM | 39,032 | $324.7 萬 | 0.1% | +39,032 | 新進 | 歷史 |
| CICigna Group | Stock | 9,805 | $324.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 4,578 | $324.0 萬 | 0.1% | −36−0.8% | 減碼 | 歷史 |
| ALLEAllegion plc | ORD SHS | 22,193 | $319.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AMGNAmgen Inc | Stock | 11,149 | $311.3 萬 | 0.1% | −2,915−20.7% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 13,190 | $303.5 萬 | 0.1% | −278−2.1% | 減碼 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 31,943 | $291.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CBChubb Ltd | Stock | 9,392 | $272.1 萬 | <0.1% | +475+5.3% | 加碼 | 歷史 |
| LINLinde PLC | Stock | 5,799 | $272.1 萬 | <0.1% | −50−0.9% | 減碼 | 歷史 |
| CETCentral Securities Corp | COM | 56,658 | $271.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WABWestinghouse Air Brake Technologies Corp | Stock | 12,721 | $266.3 萬 | <0.1% | +12,721 | 新進 | 歷史 |
| SBUXStarbucks Corp | Stock | 28,694 | $262.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2025 年第 1 季之後清倉（12 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| J P Morgan Exchange Traded F46641Q217 | BETABULDRS JAPAN | 12,719 | $71.4 萬 | <0.1% | – |
| iShares Russell 2000 ETF464287655 | ETF | 3,198 | $63.8 萬 | <0.1% | – |
| PYPLPayPal Holdings, Inc. | Stock | 8,319 | $54.3 萬 | <0.1% | 歷史 |
| J P Morgan Exchange Traded F46641Q225 | BETA CDA ETF NEW | 7,502 | $53.7 萬 | <0.1% | – |
| MARMarriott International Inc | Stock | 2,208 | $52.6 萬 | <0.1% | 歷史 |
| iShares Tr464288273 | EAFE SML CP ETF | 7,950 | $50.5 萬 | <0.1% | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 6,390 | $48.3 萬 | <0.1% | – |
| J P Morgan Exchange Traded F46641Q233 | BETA DEVE EX ETF | 5,618 | $27.3 萬 | <0.1% | – |
| SOLVSolventum Corp | Stock | 3,477 | $26.4 萬 | <0.1% | 歷史 |
| CRTOCriteo S.A. | SPONS ADS | 7,000 | $24.8 萬 | <0.1% | 歷史 |
| iShares Tr464287556 | ISHARES BIOTECH | 1,835 | $23.5 萬 | <0.1% | – |
| CABOCable One, Inc. | COM | 875 | $23.3 萬 | <0.1% | 歷史 |