Douglass Winthrop Advisors, LLC
- SEC CIK
- 0001308527
- 最新申報
- 2026/8/13
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/13 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 308
- 較 2026 年第 1 季 +5
- 總值
- $58.0 億
- 較 2026 年第 1 季 +$3.35 億 (+6.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| GOOGAlphabet Inc. | Stock | 1,317,984 | $4.66 億 | 8.0% | −44,294−3.3% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 905,642 | $4.53 億 | 7.8% | +30,672+3.5% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,239,568 | $2.95 億 | 5.1% | +4,337+0.4% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 782,942 | $2.92 億 | 5.0% | +67,929+9.5% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 729,750 | $2.11 億 | 3.6% | +7,115+1.0% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 320,538 | $2.03 億 | 3.5% | −496−0.2% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 389,555 | $2.00 億 | 3.5% | +12,261+3.2% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 187,973 | $1.76 億 | 3.0% | −841−0.4% | 減碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 2,250,320 | $1.62 億 | 2.8% | +5800.0% | 加碼 | 歷史 |
| MKLMarkel Group Inc. | COM | 80,373 | $1.57 億 | 2.7% | −125−0.2% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 430,657 | $1.54 億 | 2.7% | +11,646+2.8% | 加碼 | 歷史 |
| FASTFastenal Co | Stock | 3,109,517 | $1.49 億 | 2.6% | −6,629−0.2% | 減碼 | 歷史 |
| TDGTransDigm Group INC | COM | 105,306 | $1.40 億 | 2.4% | +2,503+2.4% | 加碼 | 歷史 |
| AONAon plc | CL A | 400,635 | $1.33 億 | 2.3% | +6,099+1.5% | 加碼 | 歷史 |
| MNSTMonster Beverage Corp | COM | 1,305,722 | $1.26 億 | 2.2% | −28,354−2.1% | 減碼 | 歷史 |
| MLMMartin Marietta Materials Inc | COM | 217,073 | $1.25 億 | 2.2% | −2,000−0.9% | 減碼 | 歷史 |
| SHWSherwin Williams Co | COM | 363,117 | $1.25 億 | 2.2% | −7,005−1.9% | 減碼 | 歷史 |
| Compagnie Financiere Richemont ADR204319107 | COM | 5,175,170 | $1.20 億 | 2.1% | −54,148−1.0% | 減碼 | – |
| SPGIS&P Global Inc. | Stock | 286,307 | $1.17 億 | 2.0% | +31,765+12.5% | 加碼 | 歷史 |
| LINLinde PLC | Stock | 215,395 | $1.12 億 | 1.9% | +3,905+1.8% | 加碼 | 歷史 |
| CNICanadian National Railway Co | Stock | 936,884 | $1.12 億 | 1.9% | −17,411−1.8% | 減碼 | 歷史 |
| RACEFerrari N.V. | COM | 299,022 | $1.11 億 | 1.9% | +46,489+18.4% | 加碼 | 歷史 |
| TPLTexas Pacific Land Corp | Stock | 243,355 | $1.07 億 | 1.8% | −25,531−9.5% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 1,472,507 | $1.05 億 | 1.8% | +245,754+20.0% | 加碼 | 歷史 |
| BAMBrookfield Asset Management Ltd. | CL A LMT VTG SHS | 2,095,371 | $9,398 萬 | 1.6% | −13,872−0.7% | 減碼 | 歷史 |
| LSEGYLondon Stock Exchange Group plc | COM | 3,350,796 | $9,067 萬 | 1.6% | +199,656+6.3% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 186,555 | $8,909 萬 | 1.5% | +134,511+258.5% | 加碼 | 歷史 |
| MTDMettler Toledo International Inc | COM | 69,514 | $8,880 萬 | 1.5% | +16,279+30.6% | 加碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 108 | $8,088 萬 | 1.4% | +1+0.9% | 加碼 | 歷史 |
| Nestle SA ADR641069406 | COM | 492,594 | $5,058 萬 | 0.9% | −361,671−42.3% | 減碼 | – |
| AXPAmerican Express Co | Stock | 129,267 | $4,372 萬 | 0.8% | +121+0.1% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 263,538 | $3,865 萬 | 0.7% | +9,422+3.7% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 291,325 | $3,744 萬 | 0.6% | −1,003−0.3% | 減碼 | 歷史 |
| CPRTCopart Inc | COM | 1,200,169 | $3,383 萬 | 0.6% | −364,473−23.3% | 減碼 | 歷史 |
| TTTrane Technologies plc | SHS | 59,555 | $2,925 萬 | 0.5% | −224−0.4% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 22,774 | $2,732 萬 | 0.5% | +12,673+125.5% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 104,526 | $2,655 萬 | 0.5% | +692+0.7% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 125,808 | $2,517 萬 | 0.4% | +4,468+3.7% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 72,324 | $2,367 萬 | 0.4% | +1,849+2.6% | 加碼 | 歷史 |
| ASMLASML Holding NV | ADR | 10,003 | $1,990 萬 | 0.3% | −509−4.8% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 56,482 | $1,938 萬 | 0.3% | −295−0.5% | 減碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 117,375 | $1,920 萬 | 0.3% | −385,557−76.7% | 減碼 | 歷史 |
| DOVDOVER Corp | COM | 77,215 | $1,732 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 115,677 | $1,582 萬 | 0.3% | +2,837+2.5% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 61,088 | $1,537 萬 | 0.3% | +8,213+15.5% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 19,088 | $1,425 萬 | 0.2% | +2,181+12.9% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 25,062 | $1,257 萬 | 0.2% | +219+0.9% | 加碼 | 歷史 |
| Schneider Electric SE80687P106 | COM | 181,286 | $1,182 萬 | 0.2% | −4,067−2.2% | 減碼 | – |
| KOCoca Cola Co | Stock | 144,230 | $1,172 萬 | 0.2% | −2,180−1.5% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 42,118 | $1,146 萬 | 0.2% | +1,210+3.0% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 58,291 | $1,110 萬 | 0.2% | +80.0% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 67,072 | $1,016 萬 | 0.2% | +457+0.7% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 89,255 | $1,011 萬 | 0.2% | +22,631+34.0% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 44,409 | $989.8 萬 | 0.2% | −172−0.4% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 27,280 | $962.1 萬 | 0.2% | +4,085+17.6% | 加碼 | 歷史 |
| URIUnited Rentals, Inc. | COM | 8,488 | $961.6 萬 | 0.2% | −134−1.6% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 8,915 | $949.4 萬 | 0.2% | +40.0% | 加碼 | 歷史 |
| MELIMercadolibre Inc | COM | 5,331 | $904.9 萬 | 0.2% | +236+4.6% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 39,867 | $892.8 萬 | 0.2% | +14,050+54.4% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 12,431 | $853.8 萬 | 0.1% | +2,518+25.4% | 加碼 | – |
| MCDMcDonalds Corp | Stock | 31,302 | $846.1 萬 | 0.1% | +5,270+20.2% | 加碼 | 歷史 |
| Airbus SE009279100 | COM | 151,349 | $841.5 萬 | 0.1% | −2,267−1.5% | 減碼 | – |
| AVGOBroadcom Inc. | Stock | 20,803 | $785.8 萬 | 0.1% | +4,650+28.8% | 加碼 | 歷史 |
| MCOMoodys Corp | Stock | 17,013 | $770.5 萬 | 0.1% | −176−1.0% | 減碼 | 歷史 |
| SNPSSynopsys Inc | COM | 16,621 | $741.4 萬 | 0.1% | −20−0.1% | 減碼 | 歷史 |
| L Oreal Co ADR502117203 | COM | 80,205 | $703.5 萬 | 0.1% | −1,505−1.8% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 12,474 | $702.6 萬 | 0.1% | +4,344+53.4% | 加碼 | 歷史 |
| CARRCarrier Global Corp | Stock | 93,538 | $686.1 萬 | 0.1% | −1,163−1.2% | 減碼 | 歷史 |
| GLWCorning Inc | COM | 26,705 | $682.1 萬 | 0.1% | +18+0.1% | 加碼 | 歷史 |
| CEGConstellation Energy Corp | Stock | 27,352 | $679.3 萬 | 0.1% | +5,283+23.9% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 49,731 | $673.4 萬 | 0.1% | +5,912+13.5% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 22,164 | $623.3 萬 | 0.1% | −565−2.5% | 減碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 118,962 | $601.7 萬 | 0.1% | +118,962 | 新進 | – |
| WABWestinghouse Air Brake Technologies Corp | Stock | 21,301 | $574.3 萬 | 0.1% | −320−1.5% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 33,856 | $561.2 萬 | 0.1% | +9,307+37.9% | 加碼 | 歷史 |
| CPNGCoupang, Inc. | CL A | 319,584 | $555.1 萬 | 0.1% | −25,396−7.4% | 減碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 17,607 | $553.9 萬 | 0.1% | −4,468−20.2% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 12,951 | $544.7 萬 | 0.1% | +81+0.6% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 9,337 | $542.4 萬 | 0.1% | +8,211+729.2% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 54,696 | $496.3 萬 | 0.1% | +6,405+13.3% | 加碼 | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 21,475 | $493.0 萬 | 0.1% | −2,421−10.1% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 4,855 | $491.0 萬 | 0.1% | −60−1.2% | 減碼 | 歷史 |
| BF.BBrown Forman Corp | Stock | 178,823 | $476.6 萬 | 0.1% | −2,125−1.2% | 減碼 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 31,918 | $461.6 萬 | 0.1% | −425−1.3% | 減碼 | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 25,657 | $460.6 萬 | 0.1% | +1,232+5.0% | 加碼 | 歷史 |
| CTASCintas Corp | Stock | 25,440 | $432.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 39,664 | $412.0 萬 | 0.1% | +16,517+71.4% | 加碼 | – |
| Vinci SA927320101 | COM | 111,421 | $406.3 萬 | 0.1% | −1,431−1.3% | 減碼 | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 13,260 | $401.7 萬 | 0.1% | +11,825+824.0% | 加碼 | – |
| NEENextera Energy Inc | Stock | 44,356 | $389.3 萬 | 0.1% | +15,823+55.5% | 加碼 | 歷史 |
| ROPRoper Technologies Inc | Stock | 11,321 | $383.1 萬 | 0.1% | −194,609−94.5% | 減碼 | 歷史 |
| BALLBALL Corp | COM | 58,080 | $362.4 萬 | 0.1% | −4,080−6.6% | 減碼 | 歷史 |
| APHAmphenol Corp | CL A | 20,460 | $360.8 萬 | 0.1% | +16,900+474.7% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 27,266 | $339.3 萬 | 0.1% | −850−3.0% | 減碼 | 歷史 |
| CICigna Group | Stock | 12,139 | $334.6 萬 | 0.1% | −1,194−9.0% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 8,961 | $324.5 萬 | 0.1% | +12+0.1% | 加碼 | 歷史 |
| CETCentral Securities Corp | COM | 61,439 | $322.2 萬 | 0.1% | +2,000+3.4% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 17,696 | $320.1 萬 | 0.1% | −711−3.9% | 減碼 | 歷史 |
| IRIngersoll Rand Inc. | COM | 39,032 | $320.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CNMCore & Main, Inc. | CL A | 66,196 | $319.4 萬 | 0.1% | −470−0.7% | 減碼 | 歷史 |
2026 年第 1 季之後清倉（19 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Dassault Sys S A Sponsored ADR237545108 | COM | 167,696 | $339.8 萬 | 0.1% | – |
| CMGChipotle Mexican Grill Inc | COM | 98,812 | $316.3 萬 | 0.1% | 歷史 |
| HONHoneywell International Inc | COM | 7,683 | $173.7 萬 | <0.1% | 歷史 |
| Foran MNG Corp F344911201 | COM | 138,675 | $53.4 萬 | <0.1% | – |
| iShares Core S&P 500 ETF464287200 | ETF | 683 | $44.6 萬 | <0.1% | – |
| ULUnilever PLC | SPON ADR NEW | 6,922 | $39.4 萬 | <0.1% | 歷史 |
| GPGIGPGI, Inc. | COM CL A | 23,000 | $39.3 萬 | <0.1% | 歷史 |
| EXEExpand Energy Corp | COM | 2,975 | $32.7 萬 | <0.1% | 歷史 |
| COPConocoPhillips | Stock | 2,378 | $31.4 萬 | <0.1% | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 2,400 | $30.1 萬 | <0.1% | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 898 | $28.8 萬 | <0.1% | – |
| American Overseas OrdfG54624203 | COM | 240 | $27.7 萬 | <0.1% | – |
| FDXFedEx Corp | Stock | 661 | $23.5 萬 | <0.1% | 歷史 |
| XYLXylem Inc. | COM | 1,949 | $23.3 萬 | <0.1% | 歷史 |
| EHCEncompass Health Corp | COM | 2,400 | $23.2 萬 | <0.1% | 歷史 |
| HSYHershey Co | COM | 1,095 | $22.8 萬 | <0.1% | 歷史 |
| OGSONE Gas, Inc. | COM | 2,500 | $21.5 萬 | <0.1% | 歷史 |
| BF.ABrown Forman Corp | CL A | 7,944 | $21.3 萬 | <0.1% | 歷史 |
| PSRHFPulsar Helium Inc. | Common | 45,000 | $5.65 萬 | <0.1% | 歷史 |