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
BOWEN HANES & CO INC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
BOWEN HANES & CO INC
报告期 2026-03-31 · CIK 0001077583
持仓数
151
前50大市值合计
$3.72B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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 114 项
建仓 5
增持 34
减持 68
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
ADBE
ADOBE
-$51.0M
6,488
-94%
建仓
CMG
CHIPOTLE MEXICAN GRILL
+$40.3M
643,500
建仓
LDOS
LEIDOS HOLDINGS
+$38.4M
263,255
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。
清仓
LULU
LULULEMON ATHLETICA
-$37.1M
0
-100%
建仓
BMI
BADGER METER INC
+$33.9M
181,690
减持
MAR
MARRIOTT INT'L
-$32.0M
33,618
-79%
增持
NVDA
NVIDIA CORP COM
+$24.1M
1,066,190
+796%
减持
AAPL
APPLE INC
+$19.8M
516,940
-0%
增持
HWKN
HAWKINS INC COM
+$19.8M
309,200
+183%
减持
ZTS
ZOETIS
-$19.2M
232,713
-34%
增持
GOOG
ALPHABET INC CLASS C
+$16.1M
229,190
+34%
增持
AMZN
AMAZON.COM INC
+$15.1M
295,398
+27%
增持
PANW
PALO ALTO NETWORKS
+$14.3M
253,397
+1%
减持
COST
COSTCO WHOLESALE
+$14.2M
130,884
-1%
减持
LMT
LOCKHEED MARTIN
-$13.4M
81,543
-28%
清仓
—
MASTERCARD INC CL A
-$11.9M
0
-100%
建仓
MA
MASTERCARD INC CL A
+$11.2M
25,435
增持
VRTX
VERTEX PHARMACEUTICALS
+$9.8M
179,504
+1%
增持
NFLX
NETFLIX INC
+$9.2M
131,740
+0%
减持
HD
HOME DEPOT
-$8.7M
211,382
-1%
减持
ISRG
INTUITIVE SURGICAL
+$8.5M
186,310
-0%
减持
TTEK
TETRA TECH
+$8.0M
403,770
-0%
减持
LLY
LILLY ELI & COMPANY
+$7.7M
125,817
-8%
增持
TDY
TELEDYNE TECHNOLOGIES
-$7.7M
186,975
+0%
增持
REGN
REGENERON PHARMACEUTICALS INC
+$7.1M
34,790
+14%
增持
—
GARMIN LTD (SZ)
+$7.1M
221,175
+14%
增持
TXN
TEXAS INSTRUMENTS
+$7.1M
330,887
+1%
减持
DE
DEERE & CO
-$6.7M
177,538
-0%
增持
NDSN
NORDSON CORP
-$6.7M
173,583
+2%
增持
RSG
REPUBLIC SVCS
+$6.6M
216,135
+17%
减持
CHD
CHURCH AND DWIGHT
-$6.5M
494,022
-11%
减持
ADP
AUTOMATIC DATA PROCESSING
-$6.5M
206,967
-8%
增持
CCJ
CAMECO (CA)
+$6.3M
708,030
+8%
减持
WY
WEYERHAEUSER
-$6.2M
815,758
-0%
减持
V
VISA
-$6.0M
222,334
-4%
清仓
INTC
INTEL CORP
-$5.7M
0
-100%
减持
ATI
ATI INC
+$5.5M
1,383,425
-1%
增持
UNP
UNION PACIFIC
-$5.4M
289,556
+0%
减持
MSFT
MICROSOFT
+$5.3M
243,108
-1%
增持
MCK
MCKESSON CORP
+$5.1M
89,105
+2%
减持
AVY
AVERY DENNISON
-$5.0M
307,448
-5%
减持
MSI
MOTOROLA SOLUTIONS
+$5.0M
174,535
-1%
减持
PLD
PROLOGIS
-$4.7M
236,774
-1%
减持
BX
BLACKSTONE INC
-$4.2M
435,771
-2%
减持
TMO
THERMO FISHER SCIENTIFIC
-$3.7M
118,621
-0%
减持
WELL
WELLTOWER
+$3.5M
348,123
-1%
增持
CNQ
CANADIAN NATURAL RESOURCES ADR
-$3.4M
1,409,170
+101%
减持
HON
HONEYWELL INT'L
-$3.1M
262,941
-9%
减持
—
BROOKFIELD INFRASTRUCTURE PART
-$2.9M
744,748
-1%
增持
EPD
ENTERPRISE PRODUCTS PARTNERS L
+$2.8M
899,000
+13%
增持
—
AMERICAN TOWER CORP
+$2.7M
86,000
+21%
增持
—
ACCENTURE LTD (IL)
-$2.6M
108,296
+6%
增持
BA
BOEING
-$2.4M
249,075
+1%
减持
JNJ
JOHNSON & JOHNSON
-$1.7M
43,731
-14%
减持
SPGI
S & P GLOBAL
+$1.6M
161,233
-2%
增持
—
EXTRA SPACE STORAGE
+$1.5M
111,750
+4%
减持
ABBV
ABBVIE INC
-$1.4M
10,150
-40%
减持
GEHC
GE HEALTHCARE TECHNOLOGIES INC
-$1.3M
17,855
-41%
增持
GLW
CORNING
+$1.3M
113,739
+19%
减持
PEP
PEPSICO
-$1.2M
40,615
-10%
增持
ORCL
ORACLE CORP COM
+$1.2M
18,658
+59%
减持
HSY
HERSHEY
-$1.1M
4,330
-55%
减持
UNH
UNITEDHEALTH GROUP
-$1.0M
2,561
-46%
减持
CP
CANADIAN PACIFIC KANSAS CITY L
-$927.5K
34,580
-16%
减持
PG
PROCTER & GAMBLE
+$919.6K
393,552
-0%
增持
SPH
SUBURBAN PROPANE PARTNERS LP
-$823.7K
820,500
+2%
增持
ITT
ITT INC
-$811.2K
271,720
+3%
减持
SCHW
CHARLES SCHWAB CORP
+$794.3K
931,297
-1%
减持
CNI
CANADIAN NAT'L RWY ADR (CA)
-$773.5K
53,352
-1%
增持
MKC
MCCORMICK & CO
+$729.6K
413,231
+11%
减持
AXP
AMERICAN EXPRESS
+$715.4K
341,660
-1%
减持
MRSH
MARSH & MCLENNAN
+$659.5K
277,641
-1%
减持
PH
PARKER-HANNIFIN
-$581.2K
9,855
-2%
清仓
NEM
NEWMONT CORP
-$561.0K
0
-100%
减持
—
MEDTRONIC PLC (IL)
-$411.9K
19,935
-12%
减持
CSCO
CISCO SYSTEMS
-$398.5K
51,789
-10%
减持
BDX
BECTON DICKINSON & CO
-$381.7K
3,172
-30%
增持
NEE
NEXTERA ENERGY
+$381.5K
47,415
+2%
减持
XYL
XYLEM
+$368.8K
57,958
-0%
减持
UPS
UNITED PARCEL SERVICE
-$355.0K
20,636
-4%
减持
GILD
GILEAD SCIENCES
-$342.6K
4,510
-49%
减持
NSRGY
NESTLE SA ADR (SZ)
-$284.4K
16,336
-11%
减持
CAT
CATERPILLAR
-$274.2K
8,009
-0%
减持
CCI
CROWN CASTLE INT'L
-$268.1K
4,810
-31%
减持
FMC
FMC CORP
-$265.9K
38,699
-1%
增持
LHX
L3HARRIS
+$263.1K
15,153
+3%
清仓
OLN
OLIN
-$235.0K
0
-100%
清仓
ITW
ILLINOIS TOOL WORKS
-$215.0K
0
-100%
减持
VMC
VULCAN MATERIALS
-$211.2K
8,641
-0%
建仓
IFF
INTL FLAVORS& FRAGRANCES
+$203.7K
2,139
清仓
PNC
PNC FINL SVCS GROUP
-$200.0K
0
-100%
减持
—
EATON CORP (IL)
-$195.5K
164,205
-1%
减持
—
BROOKFIELD RENEWABLE CORP-A (C
+$161.3K
44,092
-1%
增持
AWK
AMERICAN WATER WORKS
+$153.3K
13,025
+4%
减持
EFX
EQUIFAX
-$128.4K
2,576
-9%
减持
EMR
EMERSON ELECTRIC
-$123.3K
30,181
-1%
增持
CVX
CHEVRON
+$106.6K
51,148
+2%
减持
BNS
BANK OF NOVA SCOTIA ADR (CA)
-$101.7K
14,267
-2%
减持
KMB
KIMBERLY-CLARK
-$92.7K
11,630
-11%
增持
IBM
IBM
-$89.3K
10,695
+5%
减持
LAND
GLADSTONE LAND CORP
+$84.4K
660,000
-2%
减持
KO
COCA-COLA
+$69.0K
28,547
-0%
减持
APD
AIR PRODUCTS AND CHEMICALS
+$59.0K
4,127
-1%
增持
BHP
BHP GROUP LTD (AU)
+$51.7K
10,575
+10%
减持
FDX
FEDEX CORPORATION
+$36.1K
4,276
-1%
减持
ABT
ABBOTT LABORATORIES
-$34.2K
2,702
-2%
减持
DOW
DOW INC
-$31.5K
5,401
-2%
减持
JPM
JPMORGAN CHASE
+$29.3K
35,980
-1%
减持
RHHBY
ROCHE HOLDING AG (SZ)
+$23.1K
9,550
-1%
减持
MFC
MANULIFE FINL CORP ADR (CA)
+$17.1K
16,870
-2%
增持
—
CHUBB LTD (SZ)
+$13.3K
7,497
+2%
减持
PFE
PFIZER
+$6.9K
64,471
-0%
减持
—
DUPONT DE NEMOURS
+$3.3K
4,600
-4%
减持
WM
WASTE MANAGEMENT
+$1.2K
26,311
-0%
