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NEVILLE RODIE & SHAW INC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
NEVILLE RODIE & SHAW INC
报告期 2026-03-31 · CIK 0000071210
持仓数
245
前50大市值合计
$1.12B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 13
增持 43
减持 86
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
+$25.5M
728,596
-1%
减持
PYPL
PAYPAL HLDGS INC
-$14.2M
192,442
-1%
减持
MSFT
MICROSOFT CORP
+$9.2M
184,928
-2%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$8.3M
92,083
-1%
减持
QCOM
QUALCOMM INC
+$6.7M
127,652
-1%
减持
ZTS
ZOETIS INC CL A
+$6.5M
139,437
-2%
减持
—
LAM RESEARCH CORP
+$5.8M
38,856
-0%
增持
ON
ON SEMICONDUCTOR CORP
+$5.1M
219,238
+2%
增持
COST
COSTCO WHOLESALE CORP
+$4.8M
36,168
+3%
减持
HD
HOME DEPOT
+$4.7M
56,297
-1%
清仓
—
ACCELERON PHARMA INC
-$4.0M
0
-100%
建仓
CLF
CLEVELAND-CLIFFS INC
+$3.8M
172,300
减持
UNP
UNION PACIFIC CORP
+$3.7M
74,713
-3%
减持
UNH
UNITEDHEALTH GROUP INC
+$3.7M
33,945
-1%
减持
NSC
NORFOLK SOUTHERN CORP
+$3.7M
65,865
-1%
减持
ABBV
ABBVIE INC
+$3.4M
125,907
-1%
增持
—
EXXON MOBIL CORP
+$3.2M
350,149
+13%
减持
GOOGL
ALPHABET CLASS A
+$3.2M
16,631
-1%
减持
NEE
NEXTERA ENERGY INC
+$2.7M
265,342
-6%
减持
XLY
CONS DISC SELECT SECTOR SPDR
+$2.5M
114,976
-2%
减持
PFE
PFIZER INC
+$2.4M
156,713
-1%
减持
VZ
VERIZON COMMUNICATIONS
-$2.4M
116,857
-25%
减持
DHR
DANAHER CORP
+$2.2M
92,216
-0%
减持
BX
BLACKSTONE GROUP INC
+$2.2M
196,876
-2%
减持
PG
PROCTER & GAMBLE CO
+$1.9M
86,624
-1%
减持
JNJ
JOHNSON & JOHNSON
+$1.9M
242,859
-1%
减持
DIS
DISNEY (WALT) CO
-$1.8M
117,607
-0%
减持
MCD
MCDONALDS CORP
+$1.7M
64,314
-0%
减持
GOOG
ALPHABET CLASS C
+$1.7M
9,402
-2%
减持
V
VISA INC
-$1.7M
113,221
-4%
减持
INTC
INTEL CORP
-$1.6M
149,152
-14%
减持
CVS
CVS HEALTH CORP
+$1.6M
95,285
-2%
建仓
PANW
PALO ALTO NETWORKS INC
+$1.5M
2,725
减持
PEP
PEPSICO INC
+$1.4M
61,995
-0%
增持
—
LINDE PLC
+$1.4M
24,327
+1%
减持
ADP
AUTOMATIC DATA PROCESSING
+$1.3M
32,007
-2%
减持
BRK/B
BERKSHIRE HATHAWAY CL B NEW
+$1.2M
55,987
-1%
建仓
NVO
NOVO NORDISK A/S SPON ADR
+$1.2M
11,045
减持
ABT
ABBOTT LABS
+$1.2M
54,841
-1%
减持
IBM
INTL BUSINESS MACHINES
-$1.2M
30,719
-19%
增持
CVX
CHEVRON CORP
+$1.1M
63,571
+2%
减持
NKE
NIKE INC
+$881.0K
42,021
-0%
增持
AVGO
BROADCOM INC COM
+$848.0K
2,015
+99%
增持
MS
MORGAN STANLEY
+$838.0K
55,950
+17%
增持
URI
UNITED RENTALS INC
+$829.0K
3,565
+251%
增持
FCNTX
FIDELITY CONTRAFUND
+$812.0K
641,792
+8%
增持
—
EATON CORP PLC SHS
+$747.0K
19,090
+12%
增持
VGT
VANGUARD INFO TECH ETF
+$737.0K
12,252
+1%
减持
NSRGY
NESTLE SPONSORED ADR
+$732.0K
47,888
-3%
增持
CCI
CROWN CASTLE INTL CORP NEW COM
+$729.0K
8,678
+39%
建仓
VFTAX
VANGUARD FTSE SOCIAL INDEX FUN
+$726.0K
15,628
减持
HON
HONEYWELL INTERNATIONAL
-$713.0K
75,511
-3%
建仓
CAE
CAE INC
+$671.0K
26,580
减持
IBB
ISHARES NASDQ BIOTECH INDEX FN
-$619.0K
53,466
-2%
增持
TXN
TEXAS INSTRUMENTS INC
+$600.0K
19,620
+22%
建仓
OKTA
OKTA INC CL A
+$594.0K
2,650
减持
—
JACOBS ENGINEERING GROUP
+$575.0K
103,010
-1%
建仓
NVDA
NVIDIA CORP
+$538.0K
1,830
减持
SPGI
S&P GLOBAL INC
+$531.0K
12,189
-1%
增持
CRM
SALESFORCE.COM INC
-$520.0K
51,622
+3%
增持
JPM
J P MORGAN CHASE & CO
-$516.0K
148,793
+1%
清仓
—
BNY MELLON SM/MIDCAP MULTI STR
-$485.0K
0
-100%
减持
—
NXP SEMICONDUCTORS NV
+$448.0K
17,720
-3%
清仓
—
JPM OPPORTUNISTIC EQTY LNG/SHR
-$441.0K
0
-100%
增持
DVN
DEVON ENERGY CORP
+$434.0K
43,850
+4%
清仓
—
NEUBERGER BERMAN L/C VAL FND
-$357.0K
0
-100%
减持
UPS
UNITED PARCEL SERVICE CLASS B
+$347.0K
11,862
-2%
增持
BP
BP P L C
+$336.0K
202,640
+9%
减持
—
MEDTRONIC PLC
-$332.0K
14,579
-1%
减持
ES
EVERSOURCE ENERGY COM
+$310.0K
43,844
-3%
增持
EQR
EQUITY RESIDENTIAL PROP SBI
+$304.0K
11,400
+27%
增持
XLB
MATERIALS SELECT SECTOR SPDR
+$300.0K
23,515
+2%
减持
HUBB
HUBBELL INC
+$289.0K
15,105
-4%
建仓
CPT
CAMDEN PROPERTY TRUST SBI
+$286.0K
1,600
减持
SQ
SQUARE INC CL A
-$282.0K
1,910
-22%
清仓
OGN
ORGANON & CO
-$268.0K
0
-100%
减持
T
AT&T INC (NEW)
-$261.0K
66,122
-5%
增持
VSMAX
VANGUARD SMALL CAP INDEX ADM F
+$257.0K
14,284
+16%
减持
GDX
VANECK VECTORS GOLD MINERS ETF
-$255.0K
121,575
-14%
建仓
MRVL
MARVELL TECHNOLOGY GROUP LTD
+$254.0K
2,900
减持
AME
AMETEK INC
+$254.0K
25,373
-10%
建仓
RPM
RPM INC
+$244.0K
2,416
增持
DE
DEERE & CO
+$227.0K
14,245
+2%
建仓
IR
INGERSOLL RAND INC COM
+$223.0K
3,599
建仓
SHW
SHERWIN WILLIAMS CO
+$222.0K
630
减持
MRK
MERCK & COMPANY
+$219.0K
201,444
-1%
建仓
DTE
DTE ENERGY CO
+$203.0K
1,702
清仓
LULU
LULULEMON ATHLETICA INC COM
-$202.0K
0
-100%
减持
PWR
QUANTA SERVICES INC
-$200.0K
168,609
-2%
减持
RIO
RIO TINTO PLC ADR SPONSORED
-$196.0K
36,460
-8%
减持
—
DUPONT DE NEMOURS INC
+$190.0K
16,507
-2%
增持
FSKAX
FIDELITY TOTAL MKT INDEX INS P
+$182.0K
16,230
+1%
增持
CRWD
CROWDSTRIKE HOLDINGS INC CL A
+$179.0K
2,533
+83%
减持
ORCL
ORACLE CORP
-$176.0K
141,845
-1%
减持
—
CHUBB LIMITED COM
+$162.0K
8,704
-1%
减持
NEM
NEWMONT MINING CORP
+$155.0K
30,643
-5%
减持
CMCSA
COMCAST CORP NEW CL A
-$150.0K
15,979
-6%
增持
SWPPX
SCHWAB S&P 500 INDEX SELECT FD
+$148.0K
22,037
+1%
增持
FMAGX
FIDELITY MAGELLAN FUND
+$142.0K
89,810
+3%
减持
KNX
KNIGHT SWIFT TRANSN HLDGS INC
+$140.0K
16,650
-3%
减持
CAT
CATERPILLAR INC
-$139.0K
23,984
-10%
减持
AMZN
AMAZON.COM INC
-$135.0K
6,063
-2%
减持
BNY
BANK OF NEW YORK MELLON CORP
+$130.0K
30,696
-4%
减持
MKL
MARKEL CORP HOLDING CO
+$126.0K
3,799
-0%
减持
NUE
NUCOR CORP
+$123.0K
8,969
-2%
减持
GE
GENERAL ELECTRIC CO COM NEW
-$121.0K
13,044
-1%
增持
JHEQX
JPMORGAN HEDGED EQUITY FUND I
+$119.0K
106,574
+0%
增持
META
META PLATFORMS INC CL-A
-$118.0K
48,377
+0%
增持
—
ROYAL DUTCH SHELL PLC SPON ADR
+$111.0K
56,250
+7%
减持
FCX
FREEPORT MCMORAN COP & GLD INC
+$111.0K
17,481
-8%
减持
—
ACCENTURE PLC CLASS A
+$104.0K
1,945
-11%
减持
—
TRANE TECHNOLOGIES PLC SHS
-$102.0K
4,320
-23%
减持
WAB
WABTEC CORP
+$100.0K
32,779
-3%
减持
BAC
BANK OF AMERICA CORP
+$97.0K
80,734
-2%
增持
FDX
FEDEX CORP
+$92.0K
2,336
+0%
增持
GS
GOLDMAN SACHS GROUP INC
+$90.0K
7,135
+2%
减持
FFTWX
FIDELITY FREEDOM 2025 FUND
-$78.0K
118,975
-1%
增持
GNRC
GENERAC HOLDINGS INC
+$74.0K
1,585
+34%
减持
SBUX
STARBUCKS CORP
-$70.0K
3,147
-21%
减持
RTX
RAYTHEON TECHNOLOGIES CORP COM
-$69.0K
85,797
-1%
减持
CARR
CARRIER GLOBAL CORPORATION COM
+$63.0K
28,003
-0%
减持
BXMT
BLACKSTONE MTG TR INC CL A
+$58.0K
320,554
-0%
减持
MKC
MCCORMICK & CO
+$57.0K
12,500
-12%
减持
CI
CIGNA CORP NEW
+$57.0K
5,431
-9%
减持
OTIS
OTIS WORLDWIDE CORP COM
+$55.0K
12,632
-1%
减持
ET
ENERGY TRANSFER OPERATING LP
-$54.0K
34,972
-2%
减持
ROP
ROPER INDS INC NEW
+$52.0K
1,665
-3%
增持
FBALX
FIDELITY BALANCED FUND
+$51.0K
26,432
+10%
增持
FDCAX
FIDELITY CAP APPRECIATION FD
+$46.0K
13,647
+16%
清仓
—
PETROS PHARMACEUTICALS INC COM
-$44.0K
0
-100%
减持
FXAIX
FIDELITY 500 INDX FUND INST PR
+$44.0K
2,821
-0%
增持
FMCSX
FIDELITY MID CAP STK FND
+$43.0K
16,783
+4%
减持
GILD
GILEAD SCIENCES INC
+$43.0K
18,254
-1%
增持
GBDC
GOLUB CAPITAL BDC INC
-$42.0K
111,395
+0%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$37.0K
155,162
-5%
增持
FSEAX
FIDELITY EMERGING ASIA FUND
-$36.0K
7,338
+14%
增持
MCHP
MICROCHIP TECHNOLOGY INC
+$31.0K
2,994
+100%
增持
—
FIRST EAGLE US VALUE FD CL A
+$27.0K
28,946
+10%
增持
ENB
ENBRIDGE INC
+$26.0K
18,790
+6%
减持
XLI
INDUSTRIAL SELECT SECTOR SPDR
+$26.0K
10,990
-5%
减持
—
HESS CORP
-$25.0K
4,175
-2%
增持
FGRIX
FIDELITY GROWTH & INCOME FUND
+$24.0K
6,416
+3%
增持
PRNHX
T ROWE PRICE NEW HORIZON FUND
-$24.0K
7,626
+18%
减持
DOW
DOW INC
-$23.0K
10,240
-2%
增持
IAT
ISHARES US REGIONAL BANKS ETF
+$22.0K
8,250
+2%
增持
VTWNX
VANGUARD TGT RETIREMENT 2020 F
-$20.0K
11,321
+10%
减持
MMM
3M COMPANY
-$20.0K
17,712
-2%
清仓
—
EXICURE INC
-$20.0K
0
-100%
减持
ECL
ECOLAB INC
+$20.0K
2,135
-8%
减持
AMGN
AMGEN INC
-$19.0K
1,530
-10%
