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KELLY LAWRENCE W & ASSOCIATES INC/CA 13F 持仓明细(2026-03-31) · 小隐寺数据中心
KELLY LAWRENCE W & ASSOCIATES INC/CA
报告期 2026-03-31 · CIK 0000920441
持仓数
124
前50大市值合计
$344.4M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 87 项
增持 26
减持 55
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
ATKR
Atkore Inc.
-$10.9M
60
-100%
增持
PINS
Pinterest Inc Cl A
-$3.6M
343,807
+3%
减持
AAPL
Apple, Inc.
+$3.4M
162,495
-1%
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
GOOGL
Alphabet Inc Cap Stk Cl A
-$3.1M
165,410
-1%
减持
FISV
Fiserv Inc Com
+$2.9M
100,102
-1%
减持
GNRC
Generac Hldgs Inc.
+$2.6M
101,692
-1%
减持
ICE
Intercontinental Exchange Grou
+$2.3M
101,003
-1%
减持
AMT
American Tower Corp NE Com
+$1.9M
51,159
-0%
增持
IQV
IQVIA Holdings Inc
+$1.5M
56,399
+0%
减持
DHR
Danaher Corp Del COM
+$1.3M
51,417
-1%
减持
AMAT
Applied Materials Inc.
-$1.3M
33,463
-1%
减持
BR
Broadridge Financial Solutions
+$1.1M
74,742
-2%
减持
AFL
AFLAC Inc.
+$1.0M
50,554
-3%
减持
JNJ
Johnson & Johnson
+$957.7K
62,353
-0%
减持
COF
Capital One Finl Corp
+$741.8K
85,465
-2%
减持
GOOG
Alphabet Inc Cap Stk Cl C
-$706.2K
41,254
-0%
增持
CRM
Salesforce.com Inc
+$702.8K
12,144
+19%
减持
COST
Costco Wholesale
+$633.2K
25,920
-1%
增持
MRK
Merck & Co Inc
-$613.4K
67,447
+1%
减持
HD
Home Depot Inc
+$603.8K
13,508
-5%
增持
—
Exxon Mobil Corp
+$600.3K
12,416
+67%
增持
LFUS
Littelfuse Inc
+$532.3K
42,803
+1%
减持
V
Visa Inc Cl A
+$496.8K
47,908
-1%
减持
ROP
Roper Technologies Inc
-$465.3K
29,158
-2%
增持
KIM
Kimco Realty Corp Com
+$432.4K
28,350
+144%
减持
EW
Edwards Lifesciences Inc.
-$348.6K
11,325
-5%
减持
VRTX
Vertex Pharmaceuticals Com
-$330.3K
605
-54%
减持
CSCO
Cisco Systems
+$324.7K
61,113
-1%
增持
WMT
WalMart Inc
+$300.9K
7,500
+67%
增持
—
Albemarle Corp 7.25 Pfd Ser A
+$289.4K
8,525
+321%
增持
CSGP
CoStar Group Inc.
+$286.2K
138,940
+1%
增持
IBM
Int'l Bus Mach
+$283.1K
3,008
+36%
减持
PEP
Pepsico Inc
+$281.4K
62,369
-0%
增持
—
AT&T Inc 5 Dep Rep Pfd Ser A
+$272.2K
39,300
+34%
增持
DE
Deere & Co.
+$267.9K
1,000
+150%
减持
CVX
Chevron Corp
-$256.5K
21,194
-2%
减持
AMD
Advanced Micro Devices Com
+$243.5K
164,890
-0%
增持
CAT
Caterpillar Inc
+$223.4K
979
+104%
减持
ABBV
AbbVie Inc.
+$212.8K
9,751
-2%
减持
—
Fiverr Intl LTD
-$201.0K
350
-96%
减持
WWD
Woodward Inc
-$196.3K
19,776
-4%
减持
DIS
Disney Walt Co Del
-$180.3K
500
-78%
减持
OKE
OneOK Inc
-$169.4K
7,850
-28%
增持
BAC
Bank of America Corp
+$157.2K
13,146
+43%
增持
ENOV
Enovis Corp
-$138.6K
259,293
+4%
减持
ROST
Ross Stores Inc.
-$134.9K
2,000
-33%
增持
WFC
Wells Fargo Co New Com
+$129.8K
4,400
+120%
减持
MSFT
Microsoft Corp
-$124.1K
6,810
-0%
增持
PSX
Phillips 66 Com
+$115.0K
2,763
+57%
减持
INTC
Intel Corp
-$109.2K
12,885
-3%
减持
HXL
Hexcel Corp
-$104.0K
31,814
-4%
减持
NSRGY
Nestle SA Spons ADR (For Reg)
-$91.7K
13,431
-5%
减持
GILD
Gilead Sciences Inc.
+$81.8K
9,405
-9%
减持
WHR
Whirlpool Corp
-$80.8K
2,330
-28%
减持
MMM
3M Co.
+$78.0K
3,149
-9%
减持
NEE
NextEra Energy Inc
-$76.4K
1,660
-46%
增持
COP
ConocoPhillips Com
+$74.4K
4,529
+29%
增持
CPT
Camden Property Trust
+$69.0K
1,000
+100%
增持
ALB
Albemarle Corp.
-$68.8K
120,761
+0%
增持
BXP
Boston Properties Inc.
+$66.9K
1,425
+84%
减持
PG
Procter & Gamble Co.
+$66.8K
24,240
-3%
增持
—
Atlanticus Holdings Co Pfd NT
+$59.8K
8,778
+36%
增持
EMR
Emerson Elec Co
+$43.1K
1,200
+50%
增持
SHEL
Shell PLC Spons ADS
-$41.7K
25,223
+7%
减持
MCD
McDonalds Corp
+$38.0K
1,227
-7%
减持
—
AGNC Invt Corp 6.5 Pfd Ser E
-$35.4K
31,324
-5%
减持
T
AT&T Inc
+$34.3K
19,106
-5%
清仓
NVDA
NVIDIA Corp
-$24.7K
0
-100%
清仓
—
Walgreens Boots Alliance Inc
-$22.9K
0
-100%
减持
HAL
Halliburton Co
-$19.5K
1,080
-28%
减持
—
AG Mortgage Inv Tr 8 Pfd Ser B
+$19.4K
10,105
-5%
减持
JPM
JPMorgan Chase & Co
+$17.7K
9,108
-3%
减持
TMO
Thermo Fisher Scientific
+$17.2K
330
-2%
减持
BP
BP PLC Spons ADR
-$14.0K
971
-21%
增持
AMZN
Amazon Com Inc Com
+$12.9K
56,920
+4%
减持
VZ
Verizon Communications
+$11.5K
4,007
-2%
减持
SOLV
Solventum Corp
+$9.7K
811
-8%
清仓
ISRG
Intuitive Surgical Inc Com New
-$6.7K
0
-100%
减持
AMGN
Amgen, Inc. Com
-$6.3K
1,751
-4%
清仓
EPI
Wisdomtree Tr India Erngs Fd
-$5.8K
0
-100%
清仓
—
Accenture PLC Ireland Cl A Shs
-$5.5K
0
-100%
减持
—
Rithm Capital Corp 7.125 Pfd S
-$3.0K
69,491
-1%
清仓
ALGN
Align Technology Inc.
-$2.9K
0
-100%
减持
VTRS
Viatris Inc
+$2.1K
2,554
-1%
减持
DOW
Dow Inc
-$946
13,771
-3%
减持
META
Meta Platforms, Inc Cl A
+$771
100
-11%
减持
WBD
Warner Bros Discovery Com Ser
+$105
2,563
-9%
