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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 148 项
建仓 4
增持 35
减持 98
清仓 11
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
+$23.0M
625,110
-1%
减持
GOOGL
ALPHABET CLASS A
+$8.3M
303,884
-2%
减持
JNJ
JOHNSON & JOHNSON
-$7.2M
188,976
-14%
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
BRK/A
BERKSHIRE HATHAWAY INC CLASS A
-$6.4M
2
-83%
增持
META
META PLATFORMS INC CL-A
+$6.0M
26,474
+76%
增持
COST
COSTCO WHOLESALE CORP
+$5.6M
36,967
+5%
减持
BRK/B
BERKSHIRE HATHAWAY CL B NEW
-$4.4M
45,111
-16%
减持
GOOG
ALPHABET CLASS C
+$4.2M
156,178
-3%
减持
ON
ON SEMICONDUCTOR CORP
-$4.2M
176,352
-20%
增持
NVDA
NVIDIA CORP
+$3.7M
126,605
+857%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$3.4M
82,917
-2%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$3.4M
47,489
-52%
建仓
GEV
GE VERNOVA INC
+$3.4M
19,806
增持
—
LAM RESEARCH CORP
+$3.4M
36,287
+0%
减持
MSFT
MICROSOFT CORP
+$2.9M
174,060
-2%
增持
—
EATON CORP PLC SHS
+$2.9M
35,616
+34%
减持
ORCL
ORACLE CORP
+$2.6M
176,343
-1%
增持
AVGO
BROADCOM INC COM
+$2.6M
3,999
+39%
减持
CRM
SALESFORCE.COM INC
-$2.5M
50,941
-2%
减持
QCOM
QUALCOMM INC
+$2.4M
84,169
-1%
减持
V
VISA INC
-$2.3M
125,954
-1%
增持
LLY
LILLY ELI & CO
+$2.1M
15,373
+1%
减持
NSC
NORFOLK SOUTHERN CORP
-$2.0M
46,510
-1%
减持
HD
HOME DEPOT
-$2.0M
48,045
-1%
减持
BX
BLACKSTONE GROUP INC
-$1.9M
186,748
-2%
增持
AMZN
AMAZON.COM INC
+$1.8M
102,610
+3%
减持
HON
HONEYWELL INTERNATIONAL
-$1.7M
38,402
-21%
减持
CVS
CVS HEALTH CORP
-$1.7M
65,544
-7%
减持
MRK
MERCK & COMPANY
-$1.7M
183,043
-1%
清仓
—
BLACKSTONE REIT CL I
-$1.6M
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC
-$1.6M
27,711
-13%
增持
IBM
INTL BUSINESS MACHINES
+$1.5M
41,341
+40%
减持
J
JACOBS SOLUTIONS INC
-$1.3M
90,885
-0%
增持
GE
GENERAL ELECTRIC CO COM NEW
-$1.3M
83,412
+1%
减持
DE
DEERE & CO
-$1.3M
11,623
-15%
增持
JHEQX
JPMORGAN HEDGED EQUITY FUND I
+$1.2M
320,339
+9%
减持
PFE
PFIZER INC
-$1.2M
96,563
-31%
减持
INTC
INTEL CORP
-$1.2M
66,697
-9%
减持
PWR
QUANTA SERVICES INC
-$1.1M
161,745
-0%
减持
DIS
DISNEY (WALT) CO
-$1.1M
26,645
-13%
减持
MCD
MCDONALDS CORP
-$1.0M
30,090
-3%
减持
PEP
PEPSICO INC
-$972.0K
49,295
-5%
减持
UNP
UNION PACIFIC CORP
-$958.0K
45,196
-1%
减持
ADP
AUTOMATIC DATA PROCESSING
-$907.0K
26,429
-9%
增持
ABBV
ABBVIE INC
-$874.0K
95,743
+1%
建仓
VRT
VERTIV HOLDINGS CO CL A
+$874.0K
10,095
减持
BA
BOEING CO
-$859.0K
10,892
-26%
增持
CRWD
CROWDSTRIKE HOLDINGS INC CL A
+$855.0K
3,388
+145%
减持
NSRGY
NESTLE SPONSORED ADR
-$769.0K
41,492
-12%
减持
FCNTX
FIDELITY CONTRAFUND
+$715.0K
609,557
-0%
增持
VGT
VANGUARD INFO TECH ETF
+$706.0K
11,759
+2%
减持
NKE
NIKE INC
-$651.0K
25,494
-7%
增持
CLF
CLEVELAND-CLIFFS INC
-$646.0K
92,395
+2%
减持
ROK
ROCKWELL AUTOMATION INC
-$605.0K
2,100
-48%
减持
HUBB
HUBBELL INC
-$603.0K
11,419
-1%
减持
MRSH
MARSH & MCLENNAN COS INC
-$592.0K
5,530
-35%
减持
DHR
DANAHER CORP
-$589.0K
90,714
-3%
减持
ABT
ABBOTT LABS
-$569.0K
49,555
-1%
减持
SHEL
SHELL PLC SPON ADS
+$535.0K
126,300
-1%
减持
MKC
MCCORMICK & CO
-$521.0K
3,000
-69%
减持
MKL
MARKEL CORP HOLDING CO
-$518.0K
2,925
-13%
减持
NEE
NEXTERA ENERGY INC
+$513.0K
192,791
-6%
增持
RSPT
INV S&P500 EQ WGHT TECH ETF
+$497.0K
174,651
+4%
清仓
TD
TORONTO DOMINION BANK
-$494.0K
0
-100%
减持
PANW
PALO ALTO NETWORKS INC
+$486.0K
9,758
-2%
减持
—
EXXON MOBIL CORP
-$463.0K
253,706
-1%
增持
TMUS
T-MOBILE US INC
+$425.0K
28,225
+1%
减持
COP
CONOCO PHILLIPS
-$417.0K
32,294
-0%
减持
—
LINDE PLC SHS
-$402.0K
13,939
-1%
减持
MU
MICRON TECHNOLOGY INC
+$374.0K
39,645
-3%
清仓
MS
MORGAN STANLEY
-$370.0K
0
-100%
清仓
BLPRCRI
BLACKSTONE PRIVATE CREDIT FUND
-$359.0K
0
-100%
减持
ZTS
ZOETIS INC CL A
-$351.0K
132,266
-4%
减持
PYPL
PAYPAL HLDGS INC
-$349.0K
38,817
-0%
减持
GLW
CORNING INC
+$324.0K
68,799
-3%
增持
—
TRANE TECHNOLOGIES PLC SHS
+$300.0K
3,805
+20%
减持
AME
AMETEK INC
-$293.0K
17,090
-1%
清仓
UTG
REAVES UTILITY INCOME FUND
-$268.0K
0
-100%
减持
SLB
SCHLUMBERGER LTD
-$263.0K
34,412
-0%
增持
GS
GOLDMAN SACHS GROUP INC
+$262.0K
7,501
+0%
清仓
CE
CELANESE CORP SER A
-$241.0K
0
-100%
减持
MPC
MARATHON PETROLEUM CORP
-$221.0K
6,714
-2%
清仓
SHW
SHERWIN WILLIAMS CO
-$218.0K
0
-100%
减持
WY
WEYERHAEUSER CO
-$210.0K
27,500
-0%
清仓
SBUX
STARBUCKS CORP
-$210.0K
0
-100%
建仓
TSM
TAIWAN SEMICONDUCTOR ADR
+$209.0K
1,200
减持
GDX
VANECK VECTORS GOLD MINERS ETF
+$207.0K
99,824
-1%
建仓
WMB
WILLIAMS COS
+$202.0K
4,743
清仓
ADM
ARCHER DANIELS MIDLAND CO
-$201.0K
0
-100%
清仓
VWIGX
VANGUARD INTL GROWTH FUND
-$201.0K
0
-100%
清仓
TRMCX
T ROWE PRICE MIDCAP VALUE FUND
-$200.0K
0
-100%
减持
—
NXP SEMICONDUCTORS NV
+$200.0K
13,519
-3%
减持
KNX
KNIGHT SWIFT TRANSN HLDGS INC
-$197.0K
14,400
-14%
减持
GWW
GRAINGER W W INC
-$180.0K
1,299
-2%
减持
SNOW
SNOWFLAKE INC CL A
-$176.0K
5,815
-2%
减持
UPS
UNITED PARCEL SERVICE CLASS B
-$165.0K
9,635
-4%
减持
ES
EVERSOURCE ENERGY COM
-$163.0K
34,839
-3%
减持
CFR
CULLEN FROST BANKERS INC
-$161.0K
13,974
-1%
减持
EQR
EQUITY RESIDENTIAL PROP SBI
-$158.0K
5,000
-38%
减持
XLY
CONS DISC SELECT SECTOR SPDR
-$146.0K
22,990
-3%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
+$145.0K
73,095
-1%
减持
AXP
AMERICAN EXPRESS CO
+$140.0K
46,772
-0%
减持
COF
CAPITAL ONE FINANCIAL CORP
-$128.0K
4,565
-11%
减持
—
FIDELITY INSTL FREEDOM 2030
-$126.0K
23,621
-24%
减持
SNA
SNAP-ON INC
-$124.0K
2,055
-8%
减持
A
AGILENT TECHNOLOGIES INC
-$120.0K
3,900
-9%
减持
PG
PROCTER & GAMBLE CO
+$120.0K
80,124
-1%
增持
BAC
BANK OF AMERICA CORP
+$119.0K
53,518
+1%
增持
NEM
NEWMONT MINING CORP
+$119.0K
16,488
+3%
减持
JPM
J P MORGAN CHASE & CO
+$117.0K
143,898
-1%
减持
ISRG
INTUITIVE SURGICAL INC
-$104.0K
9,625
-12%
减持
CMCSA
COMCAST CORP NEW CL A
-$102.0K
13,936
-7%
减持
CVX
CHEVRON CORP
-$101.0K
62,497
-0%
减持
GILD
GILEAD SCIENCES INC
-$95.0K
15,696
-2%
减持
HSIC
SCHEIN HENRY INC
-$85.0K
3,650
-14%
增持
DVN
DEVON ENERGY CORP
-$80.0K
28,719
+0%
增持
FMAGX
FIDELITY MAGELLAN FUND
+$80.0K
101,400
+3%
减持
VZ
VERIZON COMMUNICATIONS
-$78.0K
63,560
-1%
减持
VLTO
VERALTO CORP
+$74.0K
12,376
-1%
增持
VSMAX
VANGUARD SMALL CAP INDEX ADM F
-$68.0K
14,226
+0%
增持
CIBR
FIRST TRUST NASDAQ CYBERSECURI
+$63.0K
23,430
+5%
减持
VFIAX
VANGUARD 500 INDEX FUND ADM
+$58.0K
6,415
-2%
增持
BKNG
BOOKING HOLDINGS INC
+$57.0K
106
+6%
减持
BNY
BANK OF NEW YORK MELLON CORP
+$51.0K
27,535
-1%
增持
FSKAX
FIDELITY TOTAL MKT INDEX INS P
+$51.0K
10,877
+0%
减持
DOW
DOW INC
-$50.0K
9,818
-0%
减持
EPD
ENTERPRISE PRODS PARTNERS
-$46.0K
90,591
-1%
增持
APD
AIR PRODUCTS & CHEMICALS INC
+$44.0K
1,930
+3%
减持
XLB
MATERIALS SELECT SECTOR SPDR
-$43.0K
7,255
-1%
减持
NOW
SERVICENOW INC
+$37.0K
2,612
-1%
减持
IBB
ISHARES NASDQ BIOTECH INDEX FN
-$34.0K
46,852
-1%
增持
FMCSX
FIDELITY MID CAP STK FND
-$32.0K
13,280
+4%
减持
—
DUPONT DE NEMOURS INC
+$28.0K
14,349
-2%
减持
KMB
KIMBERLY-CLARK CORP
-$28.0K
4,895
-10%
增持
FBALX
FIDELITY BALANCED FUND
+$24.0K
29,436
+0%
减持
VFTAX
VANGUARD FTSE SOCIAL INDEX FUN
+$24.0K
13,521
-1%
减持
DUK
DUKE ENERGY CORPORATION COM NE
-$23.0K
9,006
-6%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES INC
-$21.0K
3,078
+7%
减持
IR
INGERSOLL RAND INC COM
-$21.0K
3,157
-3%
增持
FGRIX
FIDELITY GROWTH & INCOME FUND
+$12.0K
6,848
+0%
减持
FXAIX
FIDELITY 500 INDX FUND INST PR
+$12.0K
3,050
-2%
减持
KO
COCA-COLA CO
+$10.0K
53,420
-4%
减持
EOG
EOG RESOURCES INC.
-$8.0K
4,132
-0%
增持
RYTRX
ROYCE SMALL CAP TOTAL RETURN F
-$4.0K
14,353
+0%
增持
FFTWX
FIDELITY FREEDOM 2025 FUND
+$4.0K
29,328
+1%
增持
VGSTX
VANGUARD STAR FUND
+$3.0K
15,360
+1%
减持
FASMX
FIDELITY ASSET MANAGER
+$2.0K
16,406
-0%
减持
PPL
PPL CORP
+$1.0K
8,732
-0%
