DW

Douglass Winthrop Advisors, LLC

分散型投资策略趋势追踪型高品质投资策略

申报总市值

US$54.6亿

申报季度: 2026-03-31 · 持股只数: 303

Douglass Winthrop Advisors, LLC在最新一期 13F 报告中披露了 303 项持股，申报期为 2026-03-31，总持股市值约为 US$54.6亿，季度换手率为 19.9%。

机构性格雪花图

集中度
12.09
持仓稳定性
19.88
动能／逆势
100
行业集中度
44.25
多样化
100
仓位均衡度
71.4

近期动向

  • 减仓 TSCO

    -97.2%　-US$7821.4万

  • 减仓 CPNG

    -88.5%　-US$6441.8万

  • 减仓 MSFT

    +2.7%　-US$7186.6万

  • 减仓 GOOG

    -6.8%　-US$6796.3万

  • 加仓 NFLX

    +52.3%　US$4243.9万

  • 加仓 DE

    +0.0%　US$3137.9万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1BRK-BBerkshire Hathaway Inc-cl B股票-其他7.68%-0.04%-0.47%
2GOOGAlphabet Inc.股票-通信服务7.16%-0.86%-6.81%
3MSFTMicrosoft CORP股票-科技4.85%-1.03%+2.75%
4AMZNAmazon.com INC股票-周期性消费4.71%-0.14%+2.76%
5MAMastercard Incorporated股票-金融3.45%-0.32%-0.23%
6COSTCostco Wholesale Corporation股票-非周期性消费3.44%+0.56%-1.21%
7AAPLApple INC股票-科技3.36%-0.12%-1.34%
8DEDeere & Co股票-工业3.31%+0.70%+0.00%
9UBERUber Technologies, Inc.股票-工业2.96%-0.27%-0.59%
10MKLMarkel Group INC股票-金融2.82%-0.26%-1.76%
11FASTFastenal Co股票-工业2.65%+0.44%-1.06%
12MLMMartin Marietta Materials股票-原材料2.36%-0.07%-2.04%
13✓ Texas Pacific Land CORP股票-其他2.34%+0.68%-18.80%
14AONAon plc股票-金融2.33%-0.09%+0.49%
15GOOGLAlphabet Inc-cl A股票-通信服务2.21%-0.21%-5.31%
16TDGTransdigm Group INC股票-工业2.18%-0.19%+0.95%
17SHWSherwin-williams Co/the股票-原材料2.17%+0.01%-2.84%
18NFLXNetflix, Inc.股票-通信服务2.16%+0.84%+52.32%
19✓ S&p Global INC股票-其他1.98%-0.19%+7.05%
20LINLinde plc股票-原材料1.92%+0.40%+3.69%
21CNICanadian Natl Railway Co股票-工业1.80%—-4.91%
22MNSTMonster Beverage Corporation股票-非周期性消费1.77%-0.31%-14.22%
23LSEGYLondon Stock Ex Grp Adr Spon股票-其他1.72%+1.72%NEW
24BAMBrookfield Asset Mgmt-a股票-金融1.71%-0.38%-7.58%
25CFRUYCie Financiere Rich-unsp Adr股票-其他1.69%-0.33%-2.33%
26AMTAmerican Tower Corporation股票-房地产1.59%+0.03%-1.17%
27NSRGYNestle Sa-spons Adr股票-其他1.55%-0.10%-10.50%
28✓ Ferrari NV股票-其他1.54%+1.54%NEW
29BRK-ABerkshire Hathaway Inc-cl A股票-其他1.41%+0.02%+1.90%
30ROPRoper Technologies INC股票-科技1.33%-0.27%-0.07%
31MTDMettler-toledo International股票-医疗保健1.23%—+10.32%
32NKENike INC -cl B股票-周期性消费1.19%-0.21%-1.60%
33CPRTCopart INC股票-工业0.95%+0.69%+306.13%
34AXPAmerican Express Co股票-金融0.72%-0.14%-2.49%
35PGProcter & Gamble Co/the股票-非周期性消费0.67%—-0.75%
36MRKMerck & Co., Inc.股票-医疗保健0.64%+0.07%-4.88%
37JNJJohnson & Johnson股票-医疗保健0.46%+0.07%-4.17%
38TTTrane Technologies plc股票-工业0.46%+0.05%-0.33%
39NVDANvidia CORP股票-科技0.39%+0.05%+15.83%
40✓ J P Morgan Chase And Co股票-其他0.38%-0.02%+0.16%
41XOMExxon Mobil CORP股票-能源0.35%+0.11%+0.01%
42TSMTaiwan Semiconductor-sp Adr股票-科技0.32%—-10.35%
43VVisa Inc-class A Shares股票-金融0.31%-0.04%-1.56%
44DOVDover CORP股票-工业0.29%—-2.54%
45ASMLASML Holding N.V.股票-科技0.25%—-19.69%
46TMOThermo Fisher Scientific INC股票-医疗保健0.22%-0.03%-0.02%
47ABBVAbbVie Inc.股票-医疗保健0.21%—+0.35%
48KOCoca-cola Co/the股票-非周期性消费0.20%—+0.27%
49DHRDanaher CORP股票-医疗保健0.20%-0.03%-0.02%
50SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长0.20%-0.05%-19.75%
1–50 of 303

本季持股变动

Douglass Winthrop Advisors, LLC 在 2026-03-31 最显著的持仓异动： 新建仓: London Stock Ex Grp Adr Spon (LSEGY); 新建仓: Ferrari NV; 减仓: Tractor Supply Company (TSCO) — 股数 -97.19%; 减仓: Coupang INC (CPNG) — 股数 -88.53%; 加仓: Microsoft CORP (MSFT) — 股数 +2.75%.

Douglass Winthrop Advisors, LLC 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1NFLXNetflix, Inc.+0.8%+52.32%加仓
2DEDeere & Co+0.7%+0.00%加仓
3CPRTCopart INC+0.7%+306.13%加仓
4✓ Texas Pacific Land CORP+0.7%-18.80%减仓
5COSTCostco Wholesale Corporation+0.6%-1.21%减仓
6FASTFastenal Co+0.4%-1.06%减仓
7LINLinde plc+0.4%+3.69%加仓
8XOMExxon Mobil CORP+0.1%+0.01%加仓
9JNJJohnson & Johnson+0.1%-4.17%减仓
10MRKMerck & Co., Inc.+0.1%-4.88%减仓
11NVDANvidia CORP+0.1%+15.83%加仓
12TTTrane Technologies plc+0.1%-0.33%减仓
13UNPUnion Pacific CORP0%+16.10%加仓
14VCISYVinci S.a.-unspons Adr0%+60.33%加仓
15AMTAmerican Tower Corporation0%-1.17%减仓
16MCKMcKesson Corporation0%+110.86%加仓
17BRK-ABerkshire Hathaway Inc-cl A0%+1.90%加仓
18SHWSherwin-williams Co/the0%-2.84%减仓
19✓ J P Morgan Chase And Co0%+0.16%加仓
20ADPAutomatic Data Processing0%-4.69%减仓
21LLYEli Lilly & Co0%-0.88%减仓
22DHRDanaher CORP0%-0.02%减仓
23TMOThermo Fisher Scientific INC0%-0.02%减仓
24BRK-BBerkshire Hathaway Inc-cl B0%-0.47%减仓
25VVisa Inc-class A Shares0%-1.56%减仓
26ACNAccenture plc0%-3.45%减仓
27SPYSs Spdr S&p 500 ETF Trust-us-0.1%-19.75%减仓
28MLMMartin Marietta Materials-0.1%-2.04%减仓
29AONAon plc-0.1%+0.49%加仓
30NSRGYNestle Sa-spons Adr-0.1%-10.50%减仓
31AAPLApple INC-0.1%-1.34%减仓
32AMZNAmazon.com INC-0.1%+2.76%加仓
33AXPAmerican Express Co-0.1%-2.49%减仓
34TDGTransdigm Group INC-0.2%+0.95%加仓
35✓ S&p Global INC-0.2%+7.05%加仓
36GOOGLAlphabet Inc-cl A-0.2%-5.31%减仓
37NKENike INC -cl B-0.2%-1.60%减仓
38MKLMarkel Group INC-0.3%-1.76%减仓
39UBERUber Technologies, Inc.-0.3%-0.59%减仓
40ROPRoper Technologies INC-0.3%-0.07%减仓
41MNSTMonster Beverage Corporation-0.3%-14.22%减仓
42MAMastercard Incorporated-0.3%-0.23%减仓
43CFRUYCie Financiere Rich-unsp Adr-0.3%-2.33%减仓
44BAMBrookfield Asset Mgmt-a-0.4%-7.58%减仓
45GOOGAlphabet Inc.-0.9%-6.81%减仓
46MSFTMicrosoft CORP-1%+2.75%加仓
47CPNGCoupang INC-1.1%-88.53%减仓
48TSCOTractor Supply Company-1.4%-97.19%减仓
49LSEGYLondon Stock Ex Grp Adr Spon—NEW新建仓
50✓ Ferrari NV—NEW新建仓

FAQ

Douglass Winthrop Advisors, LLC 是什么机构？属于哪种投资人类型？
Douglass Winthrop Advisors, LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$54.6亿，分布在 303 个已申报仓位之中。
Douglass Winthrop Advisors, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Douglass Winthrop Advisors, LLC 按市值排列的前几大持股为： 1. Berkshire Hathaway Inc-cl B (BRK-B) — US$4.2亿 (7.7%) 2. Alphabet Inc. (GOOG) — US$3.9亿 (7.2%) 3. Microsoft CORP (MSFT) — US$2.6亿 (4.8%) 4. Amazon.com INC (AMZN) — US$2.6亿 (4.7%) 5. Mastercard Incorporated (MA) — US$1.9亿 (3.5%)
Douglass Winthrop Advisors, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Douglass Winthrop Advisors, LLC 共进行了 50 项显著调整：新建仓 2 个仓位、加仓 16 个既有持股、减仓 32 个仓位，并完全清仓 0 个持股。 其中幅度最大的异动：新建仓: London Stock Ex Grp Adr Spon (LSEGY); 新建仓: Ferrari NV; 减仓: Tractor Supply Company (TSCO) — 股数 -97.19%; 减仓: Coupang INC (CPNG) — 股数 -88.53%; 加仓: Microsoft CORP (MSFT) — 股数 +2.75%
Douglass Winthrop Advisors, LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Douglass Winthrop Advisors, LLC 的主要板块分布如下： • Financials: 23.1% • Industrials: 19.1% • Communication Services: 13.6% • Information Technology: 13.5% • Consumer Discretionary: 8.3% • Consumer Staples: 7.7%