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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 141 项
建仓 5
增持 29
减持 100
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
PYPL
PAYPAL HLDGS INC
-$14.4M
187,680
-2%
减持
META
META PLATFORMS INC CL-A
-$8.9M
32,605
-33%
减持
ZTS
ZOETIS INC CL A
-$7.8M
137,115
-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
—
EXXON MOBIL CORP
+$7.6M
349,131
-0%
减持
—
LAM RESEARCH CORP
-$7.6M
38,739
-0%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$7.5M
91,066
-1%
建仓
SHEL
SHELL PLC SPON ADS
+$6.9M
123,075
减持
HD
HOME DEPOT
-$6.4M
56,202
-0%
增持
DE
DEERE & CO
+$6.2M
26,553
+86%
减持
MSFT
MICROSOFT CORP
-$6.0M
181,511
-2%
减持
QCOM
QUALCOMM INC
-$4.6M
127,191
-0%
增持
CLF
CLEVELAND-CLIFFS INC
+$4.6M
259,035
+50%
减持
AAPL
APPLE INC
-$4.6M
715,990
-2%
减持
XLY
CONS DISC SELECT SECTOR SPDR
-$4.1M
104,556
-9%
减持
DHR
DANAHER CORP
-$3.8M
91,113
-1%
减持
ABBV
ABBVIE INC
+$3.4M
125,714
-0%
增持
CVX
CHEVRON CORP
+$3.4M
65,974
+4%
增持
JHEQX
JPMORGAN HEDGED EQUITY FUND I
+$3.0M
227,883
+114%
增持
JPM
J P MORGAN CHASE & CO
-$3.0M
152,308
+2%
减持
DIS
DISNEY (WALT) CO
-$3.0M
111,430
-5%
减持
NEE
NEXTERA ENERGY INC
-$2.9M
254,884
-4%
减持
BRK/B
BERKSHIRE HATHAWAY CL B NEW
+$2.9M
55,704
-1%
减持
CRM
SALESFORCE.COM INC
-$2.5M
49,967
-3%
清仓
—
ROYAL DUTCH SHELL PLC SPON ADR
-$2.4M
0
-100%
减持
PWR
QUANTA SERVICES INC
+$2.3M
164,407
-2%
减持
NSC
NORFOLK SOUTHERN CORP
-$2.2M
65,340
-1%
清仓
—
MONMOUTH REAL ESTATE INVT CORP
-$2.0M
0
-100%
减持
NKE
NIKE INC
-$1.9M
38,347
-9%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$1.8M
155,237
+0%
减持
JNJ
JOHNSON & JOHNSON
+$1.6M
242,024
-0%
增持
V
VISA INC
+$1.5M
115,034
+2%
增持
GOOGL
ALPHABET CLASS A
-$1.5M
16,665
+0%
减持
GOOG
ALPHABET CLASS C
-$1.4M
9,160
-3%
减持
MCD
MCDONALDS CORP
-$1.3M
64,014
-0%
减持
ABT
ABBOTT LABS
-$1.3M
54,445
-1%
减持
MRK
MERCK & COMPANY
+$1.3M
199,854
-1%
增持
FCNTX
FIDELITY CONTRAFUND
-$1.2M
645,070
+1%
减持
RTX
RAYTHEON TECHNOLOGIES CORP COM
+$1.2M
85,297
-1%
减持
AXP
AMERICAN EXPRESS CO
+$1.1M
49,149
-0%
减持
HON
HONEYWELL INTERNATIONAL
-$1.1M
74,586
-1%
减持
IBB
ISHARES NASDQ BIOTECH INDEX FN
-$1.1M
53,166
-1%
清仓
—
ROYAL DUTCH SHELL PLC SPON ADR
-$1.1M
0
-100%
减持
COP
CONOCO PHILLIPS
+$975.0K
34,459
-0%
减持
FFTWX
FIDELITY FREEDOM 2025 FUND
-$973.0K
58,917
-50%
减持
MKL
MARKEL CORP HOLDING CO
+$925.0K
3,759
-1%
增持
DVN
DEVON ENERGY CORP
+$914.0K
47,150
+8%
减持
SPGI
S&P GLOBAL INC
-$882.0K
11,939
-2%
减持
ORCL
ORACLE CORP
-$878.0K
140,128
-1%
减持
GDX
VANECK VECTORS GOLD MINERS ETF
+$856.0K
120,305
-1%
减持
—
NXP SEMICONDUCTORS NV
-$837.0K
17,575
-1%
增持
ON
ON SEMICONDUCTOR CORP
-$829.0K
235,818
+8%
建仓
ITA
ISHARES US AEROSPACE & DEF ETF
+$827.0K
7,410
减持
PG
PROCTER & GAMBLE CO
-$782.0K
86,324
-0%
增持
UNP
UNION PACIFIC CORP
+$748.0K
75,283
+1%
减持
BAC
BANK OF AMERICA CORP
-$691.0K
70,934
-12%
增持
UNH
UNITEDHEALTH GROUP INC
+$683.0K
34,585
+2%
减持
—
LINDE PLC
-$680.0K
24,007
-1%
减持
NSRGY
NESTLE SPONSORED ADR
-$654.0K
46,316
-3%
减持
BP
BP P L C
+$642.0K
202,340
-0%
减持
INTC
INTEL CORP
-$620.0K
146,802
-2%
增持
COST
COSTCO WHOLESALE CORP
+$615.0K
36,743
+2%
增持
GS
GOLDMAN SACHS GROUP INC
+$614.0K
10,125
+42%
增持
MS
MORGAN STANLEY
-$603.0K
56,200
+0%
建仓
XLE
ENERGY SELECT SECTOR SPDR TR
+$584.0K
7,581
减持
EMR
EMERSON ELECTRIC CO
+$568.0K
104,865
-0%
减持
AMZN
AMAZON.COM INC
-$546.0K
6,013
-1%
减持
ADP
AUTOMATIC DATA PROCESSING
-$524.0K
31,555
-1%
减持
—
EATON CORP PLC SHS
-$520.0K
18,306
-4%
减持
MMM
3M COMPANY
-$514.0K
17,587
-1%
减持
AME
AMETEK INC
-$466.0K
24,298
-4%
减持
HTLD
HEARTLAND EXPRESS
-$453.0K
107,242
-4%
减持
VZ
VERIZON COMMUNICATIONS
-$445.0K
107,957
-8%
减持
BXMT
BLACKSTONE MTG TR INC CL A
+$445.0K
320,208
-0%
增持
EPD
ENTERPRISE PRODS PARTNERS
+$426.0K
104,602
+1%
增持
RSPT
INV S&P500 EQ WGHT TECH ETF
-$423.0K
13,006
+1%
减持
HUBB
HUBBELL INC
-$385.0K
14,880
-1%
减持
TGT
TARGET CORP
-$349.0K
14,225
-2%
减持
—
TRANE TECHNOLOGIES PLC SHS
-$316.0K
3,595
-17%
减持
PEP
PEPSICO INC
-$310.0K
61,610
-1%
建仓
—
BLACKSTONE PRIVATE CREDIT CL D
+$302.0K
11,698
减持
NUE
NUCOR CORP
+$285.0K
8,769
-2%
减持
CAT
CATERPILLAR INC
+$285.0K
23,859
-1%
减持
IBM
INTL BUSINESS MACHINES
-$268.0K
29,484
-4%
减持
XLI
INDUSTRIAL SELECT SECTOR SPDR
-$262.0K
8,820
-20%
减持
SLB
SCHLUMBERGER LTD
+$262.0K
27,307
-7%
减持
GILD
GILEAD SCIENCES INC
-$260.0K
17,854
-2%
清仓
RPM
RPM INC
-$244.0K
0
-100%
减持
—
JACOBS ENGINEERING GROUP
-$243.0K
101,010
-2%
减持
CARR
CARRIER GLOBAL CORPORATION COM
-$242.0K
27,733
-1%
减持
UPS
UNITED PARCEL SERVICE CLASS B
-$226.0K
11,212
-5%
减持
PNC
PNC FINANCIAL SERVICES GROUP
-$223.0K
10,492
-1%
清仓
IR
INGERSOLL RAND INC COM
-$223.0K
0
-100%
清仓
SHW
SHERWIN WILLIAMS CO
-$222.0K
0
-100%
减持
CVS
CVS HEALTH CORP
-$222.0K
95,039
-0%
建仓
—
BLACKSTONE PRIVATE REIT INC CL
+$208.0K
14,494
清仓
SAM
BOSTON BEER INC
-$202.0K
0
-100%
减持
KO
COCA-COLA CO
+$197.0K
57,306
-0%
减持
CCI
CROWN CASTLE INTL CORP NEW COM
-$196.0K
8,544
-2%
减持
ITW
ILLINOIS TOOL WORKS INC
-$194.0K
4,599
-2%
减持
—
CHUBB LIMITED COM
+$188.0K
8,634
-1%
减持
BA
BOEING CO
-$177.0K
15,261
-1%
减持
CFR
CULLEN FROST BANKERS INC
+$163.0K
14,074
-1%
减持
VFIAX
VANGUARD 500 INDEX FUND ADM
-$156.0K
7,333
-0%
减持
CET
CENTRAL SECURITIES CORP
-$147.0K
17,028
-11%
减持
OTIS
OTIS WORLDWIDE CORP COM
-$144.0K
12,532
-1%
增持
BX
BLACKSTONE GROUP INC
+$142.0K
199,918
+2%
减持
—
DUPONT DE NEMOURS INC
-$136.0K
16,007
-3%
减持
PANW
PALO ALTO NETWORKS INC
+$136.0K
2,705
-1%
减持
AWK
AMERICAN WATER WORKS CO INC
-$129.0K
2,700
-13%
减持
MPC
MARATHON PETROLEUM CORP
+$114.0K
6,832
-6%
减持
GLW
CORNING INC
-$111.0K
84,960
-1%
减持
SBUX
STARBUCKS CORP
-$108.0K
2,847
-10%
减持
WAB
WABTEC CORP
+$102.0K
32,704
-0%
减持
T
AT&T INC (NEW)
-$96.0K
63,858
-3%
减持
SWPPX
SCHWAB S&P 500 INDEX SELECT FD
-$94.0K
21,677
-2%
增持
URI
UNITED RENTALS INC
+$93.0K
3,609
+1%
减持
ES
EVERSOURCE ENERGY COM
-$86.0K
43,449
-1%
减持
DUK
DUKE ENERGY CORPORATION COM NE
+$75.0K
12,094
-2%
增持
GNRC
GENERAC HOLDINGS INC
-$70.0K
1,620
+2%
减持
MDLZ
MONDELEZ INTL INC
-$68.0K
8,909
-7%
减持
DOW
DOW INC
+$55.0K
9,907
-3%
增持
CAE
CAE INC
+$46.0K
27,355
+3%
减持
XLB
MATERIALS SELECT SECTOR SPDR
-$43.0K
23,440
-0%
减持
ADI
ANALOG DEVICES INC
-$39.0K
3,747
-0%
增持
FBALX
FIDELITY BALANCED FUND
-$38.0K
26,487
+0%
增持
VSMAX
VANGUARD SMALL CAP INDEX ADM F
-$38.0K
14,700
+3%
增持
VFTAX
VANGUARD FTSE SOCIAL INDEX FUN
-$37.0K
16,011
+2%
减持
HSIC
SCHEIN HENRY INC
+$37.0K
5,440
-6%
减持
CHD
CHURCH & DWIGHT INC
-$32.0K
2,490
-10%
减持
CTVA
CORTEVA INC
+$30.0K
5,085
-10%
减持
FASMX
FIDELITY ASSET MANAGER
-$27.0K
17,156
-2%
减持
DTE
DTE ENERGY CO
+$27.0K
1,701
-0%
减持
XLF
FINANCIAL SELECT SECTOR SPDR
-$22.0K
8,030
-5%
增持
VGSTX
VANGUARD STAR FUND
-$20.0K
14,606
+2%
减持
WMT
WAL-MART STORES INC
+$17.0K
8,683
-3%
减持
SYK
STRYKER CORP
-$15.0K
3,383
-2%
增持
GBDC
GOLUB CAPITAL BDC INC
+$11.0K
113,265
+2%
减持
UHT
UNIVERSAL HEALTH/REALTY SBI
-$8.0K
4,575
-2%
减持
BDX
BECTON DICKINSON & CO
-$5.0K
975
-6%
增持
FGRIX
FIDELITY GROWTH & INCOME FUND
+$3.0K
6,432
+0%
增持
IAT
ISHARES US REGIONAL BANKS ETF
+$3.0K
8,850
+7%
