小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 9
增持 42
减持 89
清仓 10
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
+$13.3M
661,295
-1%
增持
MSFT
MICROSOFT CORP
+$11.3M
177,540
+1%
增持
PWR
QUANTA SERVICES INC
+$8.0M
165,675
+12%
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
-$7.9M
258,085
-10%
增持
AMZN
AMAZON.COM INC
+$7.2M
88,605
+79%
增持
GE
GENERAL ELECTRIC CO COM NEW
+$6.5M
66,429
+268%
减持
—
LAM RESEARCH CORP
+$5.8M
37,034
-0%
增持
V
VISA INC
+$5.1M
122,787
+5%
减持
BX
BLACKSTONE GROUP INC
+$4.4M
192,337
-1%
增持
CRM
SALESFORCE.COM INC
+$4.3M
47,944
+16%
减持
MCD
MCDONALDS CORP
-$4.1M
39,214
-34%
增持
JPM
J P MORGAN CHASE & CO
+$4.1M
142,094
+3%
增持
COST
COSTCO WHOLESALE CORP
+$3.8M
35,059
+3%
增持
NVDA
NVIDIA CORP
+$3.8M
9,027
+471%
增持
GOOGL
ALPHABET CLASS A
+$3.5M
312,630
+2%
增持
ORCL
ORACLE CORP
+$3.5M
165,489
+25%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$3.4M
109,471
-29%
减持
EMR
EMERSON ELECTRIC CO
-$3.0M
71,065
-31%
减持
ZTS
ZOETIS INC CL A
+$2.9M
134,669
-1%
减持
ON
ON SEMICONDUCTOR CORP
-$2.5M
231,847
-2%
减持
BP
BP P L C
-$2.3M
129,654
-27%
减持
DVN
DEVON ENERGY CORP
-$2.3M
43,776
-51%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$2.1M
84,495
+0%
增持
MU
MICRON TECHNOLOGY INC
+$2.0M
41,230
+89%
增持
META
META PLATFORMS INC CL-A
+$2.0M
13,225
+50%
减持
HD
HOME DEPOT
+$1.9M
49,279
-2%
减持
DHR
DANAHER CORP
-$1.9M
90,857
-1%
减持
CVX
CHEVRON CORP
-$1.8M
61,402
-6%
减持
UNP
UNION PACIFIC CORP
+$1.8M
45,626
-1%
减持
NSC
NORFOLK SOUTHERN CORP
+$1.8M
47,720
-1%
建仓
VLTO
VERALTO CORP
+$1.7M
21,059
减持
AXP
AMERICAN EXPRESS CO
+$1.7M
47,497
-1%
建仓
NOW
SERVICENOW INC
+$1.5M
2,135
减持
QCOM
QUALCOMM INC
+$1.5M
88,441
-13%
增持
SNOW
SNOWFLAKE INC CL A
+$1.5M
19,945
+23%
增持
RSPT
INV S&P500 EQ WGHT TECH ETF
+$1.5M
149,520
+23%
增持
IBM
INTL BUSINESS MACHINES
+$1.4M
24,326
+34%
增持
LLY
LILLY ELI & CO
+$1.4M
14,450
+11%
减持
GOOG
ALPHABET CLASS C
+$1.4M
169,040
-1%
增持
TMUS
T-MOBILE US INC
+$1.2M
24,680
+27%
减持
DE
DEERE & CO
-$1.0M
14,028
-20%
减持
BA
BOEING CO
+$999.0K
14,872
-1%
增持
JHEQX
JPMORGAN HEDGED EQUITY FUND I
+$993.0K
286,491
+8%
增持
—
EATON CORP PLC SHS
+$947.0K
24,949
+5%
增持
UNH
UNITEDHEALTH GROUP INC
+$936.0K
32,587
+1%
增持
VGT
VANGUARD INFO TECH ETF
+$890.0K
11,584
+2%
减持
MRK
MERCK & COMPANY
+$885.0K
185,613
-1%
减持
PFE
PFIZER INC
-$881.0K
148,842
-4%
增持
PANW
PALO ALTO NETWORKS INC
+$878.0K
8,625
+21%
增持
FCNTX
FIDELITY CONTRAFUND
+$836.0K
618,824
+1%
增持
BRK/B
BERKSHIRE HATHAWAY CL B NEW
+$706.0K
53,562
+2%
减持
J
JACOBS SOLUTIONS INC
-$674.0K
91,410
-0%
减持
IBB
ISHARES NASDQ BIOTECH INDEX FN
+$646.0K
47,638
-0%
减持
EW
EDWARDS LIFESCIENCES
-$583.0K
21,250
-33%
减持
VZ
VERIZON COMMUNICATIONS
-$583.0K
67,008
-30%
减持
WAB
WABTEC CORP
+$578.0K
29,107
-1%
减持
ABT
ABBOTT LABS
+$568.0K
52,870
-2%
减持
RTX
RAYTHEON TECHNOLOGIES CORP COM
+$562.0K
75,493
-6%
减持
CVS
CVS HEALTH CORP
+$560.0K
83,581
-3%
减持
—
LINDE PLC SHS
+$523.0K
13,882
-0%
清仓
KEYS
KEYSIGHT TECHNOLOGIES INC
-$519.0K
0
-100%
增持
NKE
NIKE INC
+$472.0K
32,965
+1%
减持
GS
GOLDMAN SACHS GROUP INC
+$467.0K
8,550
-2%
增持
CLF
CLEVELAND-CLIFFS INC
+$465.0K
94,175
+1%
减持
PEP
PEPSICO INC
-$426.0K
54,540
-5%
清仓
ALB
ALBEMARLE CORP
-$424.0K
0
-100%
减持
GDX
VANECK VECTORS GOLD MINERS ETF
+$423.0K
111,860
-1%
减持
—
NXP SEMICONDUCTORS NV
+$409.0K
14,524
-1%
减持
PYPL
PAYPAL HLDGS INC
-$396.0K
56,593
-15%
清仓
ZBH
ZIMMER HOLDINGS
-$392.0K
0
-100%
清仓
CAH
CARDINAL HEALTH INC
-$388.0K
0
-100%
减持
HON
HONEYWELL INTERNATIONAL
+$387.0K
50,019
-9%
增持
FSKAX
FIDELITY TOTAL MKT INDEX INS P
+$370.0K
10,857
+22%
减持
RIO
RIO TINTO PLC ADR SPONSORED
+$364.0K
33,840
-0%
减持
JNJ
JOHNSON & JOHNSON
-$361.0K
225,342
-2%
减持
NEE
NEXTERA ENERGY INC
+$359.0K
214,057
-3%
减持
NVS
NOVARTIS AG SPON ADR
-$358.0K
6,460
-35%
减持
TXN
TEXAS INSTRUMENTS INC
-$329.0K
12,050
-20%
减持
ABBV
ABBVIE INC
+$323.0K
96,269
-2%
减持
XLE
ENERGY SELECT SECTOR SPDR TR
-$305.0K
6,075
-33%
建仓
—
VESTAS WIND SYS A/S
+$286.0K
9,000
减持
CAT
CATERPILLAR INC
+$280.0K
18,385
-3%
减持
BAX
BAXTER INTERNATIONAL
-$279.0K
25,280
-24%
减持
VFIAX
VANGUARD 500 INDEX FUND ADM
+$279.0K
6,639
-1%
清仓
CAE
CAE INC
-$274.0K
0
-100%
清仓
TBGVX
TWEEDY BROWNE GLOBAL VALUE FD
-$271.0K
0
-100%
减持
TFC
TRUIST FINANCIAL CORPORATION
+$266.0K
36,373
-3%
增持
VSMAX
VANGUARD SMALL CAP INDEX ADM F
+$262.0K
14,549
+6%
减持
BNY
BANK OF NEW YORK MELLON CORP
+$259.0K
27,735
-0%
清仓
CCI
CROWN CASTLE INTL CORP NEW COM
-$257.0K
0
-100%
建仓
LULU
LULULEMON ATHLETICA INC
+$256.0K
500
减持
FFTWX
FIDELITY FREEDOM 2025 FUND
-$248.0K
29,140
-43%
减持
BIMBX
BLACKROCK SYSTEMATIC MULTI STR
-$239.0K
19,488
-56%
减持
EPD
ENTERPRISE PRODS PARTNERS
-$237.0K
94,513
-5%
建仓
HWC
HANCOCK HOLDING CO
+$236.0K
4,850
建仓
RPM
RPM INC
+$229.0K
2,050
减持
MMM
3M COMPANY
+$225.0K
15,579
-1%
建仓
—
ENSTAR GROUP LIMITED
+$221.0K
750
建仓
CE
CELANESE CORP SER A
+$218.0K
1,400
清仓
FSPSX
FIDELITY INTL IDX INST PREM FN
-$211.0K
0
-100%
清仓
BDX
BECTON DICKINSON & CO
-$208.0K
0
-100%
建仓
FGRTX
FIDELITY MEGA CAP STOCK FUND
+$206.0K
9,860
清仓
ECL
ECOLAB INC
-$202.0K
0
-100%
减持
XLY
CONS DISC SELECT SECTOR SPDR
+$188.0K
23,495
-6%
增持
ADP
AUTOMATIC DATA PROCESSING
-$187.0K
29,001
+1%
增持
SHEL
SHELL PLC SPON ADS
+$184.0K
128,100
+0%
减持
GWW
GRAINGER W W INC
+$162.0K
1,384
-3%
减持
KO
COCA-COLA CO
+$159.0K
55,716
-0%
减持
CI
CIGNA CORP NEW
-$155.0K
3,435
-17%
增持
XLI
INDUSTRIAL SELECT SECTOR SPDR
+$153.0K
4,900
+23%
减持
HUBB
HUBBELL INC
+$152.0K
11,793
-1%
增持
FMAGX
FIDELITY MAGELLAN FUND
+$143.0K
98,865
+2%
减持
A
AGILENT TECHNOLOGIES INC
-$138.0K
5,350
-32%
增持
SWPPX
SCHWAB S&P 500 INDEX SELECT FD
+$134.0K
19,838
+0%
减持
PG
PROCTER & GAMBLE CO
-$129.0K
82,746
-2%
减持
—
CHUBB LIMITED COM
+$113.0K
7,899
-2%
减持
WMT
WAL-MART STORES INC
-$106.0K
6,755
-8%
减持
MKC
MCCORMICK & CO
-$103.0K
9,550
-5%
减持
BKU
BANKUNITED INC
+$100.0K
13,824
-10%
减持
HPE
HEWLETT PACKARD ENTERPRISE
-$93.0K
16,776
-23%
减持
GILD
GILEAD SCIENCES INC
+$88.0K
15,996
-1%
减持
CL
COLGATE PALMOLIVE CO
+$85.0K
12,330
-2%
减持
DUK
DUKE ENERGY CORPORATION COM NE
+$84.0K
9,922
-0%
增持
FBALX
FIDELITY BALANCED FUND
+$71.0K
30,081
+2%
增持
FDCAX
FIDELITY CAP APPRECIATION FD
+$68.0K
15,575
+3%
减持
PAA
PLAINS ALL AMER PIPELINE LP
-$68.0K
11,696
-27%
减持
ISRG
INTUITIVE SURGICAL INC
-$66.0K
11,009
-15%
减持
ET
ENERGY TRANSFER OPERATING LP
-$64.0K
32,549
-11%
减持
XLB
MATERIALS SELECT SECTOR SPDR
-$63.0K
7,915
-16%
减持
FMCSX
FIDELITY MID CAP STK FND
-$59.0K
12,740
-16%
增持
AWTIX
VIRTUS ALLIANZGI WATER FUND IN
+$59.0K
31,495
+1%
减持
NEM
NEWMONT MINING CORP
+$59.0K
28,343
-6%
减持
HTLD
HEARTLAND EXPRESS
-$58.0K
96,359
-1%
减持
OKE
ONEOK INC
+$57.0K
8,316
-0%
减持
IAT
ISHARES US REGIONAL BANKS ETF
+$53.0K
6,975
-2%
增持
FXAIX
FIDELITY 500 INDX FUND INST PR
+$52.0K
3,191
+0%
减持
—
MEDTRONIC PLC
+$51.0K
13,728
-0%
减持
NSRGY
NESTLE SPONSORED ADR
+$50.0K
48,406
-1%
减持
GBDC
GOLUB CAPITAL BDC INC
-$48.0K
53,220
-8%
增持
—
FIRST EAGLE US VALUE FD CL A
+$46.0K
33,417
+7%
减持
DIS
DISNEY (WALT) CO
-$40.0K
31,818
-11%
减持
EQR
EQUITY RESIDENTIAL PROP SBI
-$39.0K
8,000
-11%
增持
—
FIDELITY INSTL FREEDOM 2030
+$38.0K
31,041
+0%
减持
HSIC
SCHEIN HENRY INC
-$38.0K
4,475
-12%
减持
HPQ
HP INC
-$37.0K
17,532
-20%
减持
GEHC
GE HEALTHCARE TECHNOLOGIES INC
+$33.0K
3,750
-0%
减持
—
DUPONT DE NEMOURS INC
-$32.0K
14,700
-6%
减持
KMB
KIMBERLY-CLARK CORP
-$32.0K
6,895
-4%
增持
LMVFX
CLEARBRIDGE VALUE TRUST FI
+$31.0K
2,831
+10%
减持
APD
AIR PRODUCTS & CHEMICALS INC
-$31.0K
1,875
-3%
