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OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC
报告期 2026-03-31 · CIK 0001005607
持仓数
197
前50大市值合计
$1.35B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
21Q1
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 18
增持 52
减持 74
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$17.9M
1,845,853
-4%
增持
MSFT
MICROSOFT CORP
+$17.8M
182,069
+93%
增持
ICSH
ISHARES TR
+$15.7M
394,686
+393%
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
—
SWEDISH EXPT CR CORP
-$13.0M
68,611
-95%
增持
DHR
DANAHER CORPORATION
+$12.1M
117,582
+95%
增持
PG
PROCTER AND GAMBLE CO
+$11.0M
102,270
+318%
增持
PFE
PFIZER INC
+$10.4M
235,458
+522%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$9.9M
62,667
+332%
增持
HD
HOME DEPOT INC
+$9.0M
34,008
+3446%
减持
TBF
PROSHARES TR
-$9.0M
11,438
-98%
建仓
VGLT
VANGUARD SCOTTSDALE FDS
+$8.4M
119,845
增持
WMT
WALMART INC
+$7.8M
67,259
+2799%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$7.7M
34,355
+627%
减持
SPY
SPDR S&P 500 ETF TR
-$7.6M
12,723
-54%
增持
CZR
CAESARS ENTERTAINMENT INC NE
-$7.6M
199,249
+2%
减持
VNQ
VANGUARD INDEX FDS
-$7.4M
323,804
-5%
增持
—
EXXON MOBIL CORP
+$7.3M
104,312
+422%
减持
GOOG
ALPHABET INC
-$7.3M
9,163
-6%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$6.9M
94,490
+1777%
建仓
NKE
NIKE INC
+$6.5M
64,022
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$6.2M
999,022
-4%
减持
ILF
ISHARES TR
-$6.0M
547,228
-9%
建仓
INTU
INTUIT
+$5.9M
15,386
减持
CTRA
COTERRA ENERGY INC
-$5.6M
17,718
-92%
减持
VGK
VANGUARD INTL EQUITY INDEX F
-$5.6M
459,452
-4%
增持
COST
COSTCO WHSL CORP NEW
+$5.6M
12,393
+1945%
建仓
CRM
SALESFORCE INC
+$5.2M
31,786
减持
VNQI
VANGUARD INTL EQUITY INDEX F
-$5.2M
560,950
-3%
增持
TWLO
TWILIO INC
-$5.2M
66,156
+2%
减持
PSX
PHILLIPS 66
-$4.8M
70,172
-43%
减持
EWJ
ISHARES INC
-$4.7M
446,418
-3%
减持
XRAY
DENTSPLY SIRONA INC
-$4.5M
329,831
-1%
增持
META
META PLATFORMS INC
-$4.3M
70,992
+0%
增持
AAPL
APPLE INC
-$4.3M
316,239
+16%
增持
PM
PHILIP MORRIS INTL INC
+$4.0M
42,460
+1622%
减持
DIS
DISNEY WALT CO
-$3.9M
85,731
-2%
减持
EWG
ISHARES INC
-$3.7M
594,499
-3%
减持
EWN
ISHARES INC
-$3.7M
438,905
-3%
减持
MGM
MGM RESORTS INTERNATIONAL
-$3.6M
275,571
-0%
减持
SLB
SCHLUMBERGER LTD
-$3.3M
191,991
-22%
增持
—
ACCENTURE PLC IRELAND
+$3.3M
14,973
+502%
减持
FCX
FREEPORT-MCMORAN INC
-$3.3M
153,702
-2%
减持
LNG
CHENIERE ENERGY INC
-$3.2M
107,492
-15%
减持
DJP
BARCLAYS BANK PLC
-$3.1M
734,148
-5%
建仓
AMGN
AMGEN INC
+$3.1M
12,565
建仓
NUE
NUCOR CORP
+$2.9M
27,950
建仓
MDLZ
MONDELEZ INTL INC
+$2.8M
44,708
减持
—
ELASTIC N V
-$2.7M
127,238
-0%
建仓
MO
ALTRIA GROUP INC
+$2.6M
62,850
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$2.6M
64,881
-12%
增持
KMB
KIMBERLY-CLARK CORP
+$2.5M
20,757
+862%
减持
NEAR
ISHARES U S ETF TR
-$2.4M
64,395
-43%
减持
CVX
CHEVRON CORP NEW
-$2.4M
11,013
-55%
减持
VUG
VANGUARD INDEX FDS
-$2.4M
13,938
-27%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$2.3M
271,332
-8%
减持
AVGO
BROADCOM INC
-$2.3M
15,695
-1%
建仓
FTV
FORTIVE CORP
+$2.3M
41,700
增持
TRV
TRAVELERS COMPANIES INC
+$2.1M
16,533
+309%
减持
SRLN
SSGA ACTIVE ETF TR
-$2.0M
475,486
-2%
减持
FMC
FMC CORP
-$2.0M
81,556
-0%
减持
PLNT
PLANET FITNESS INC
-$2.0M
118,770
-0%
减持
IWM
ISHARES TR
-$2.0M
9,315
-46%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$1.9M
2,941
-54%
减持
QQQ
INVESCO QQQ TR
-$1.9M
2,882
-62%
增持
JPM
JPMORGAN CHASE & CO
-$1.9M
135,311
+8%
减持
VMC
VULCAN MATLS CO
-$1.9M
44,131
-1%
增持
MRSH
MARSH & MCLENNAN COS INC
+$1.8M
85,501
+27%
增持
AMT
AMERICAN TOWER CORP NEW
+$1.8M
8,329
+524%
减持
PRF
INVESCO EXCHANGE TRADED FD T
-$1.8M
66,833
-2%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$1.7M
25,684
-3%
增持
BKNG
BOOKING HOLDINGS INC
-$1.7M
2,879
+0%
增持
GOOGL
ALPHABET INC
-$1.7M
5,685
+12%
增持
YUM
YUM BRANDS INC
+$1.7M
16,980
+751%
清仓
PDD
PINDUODUO INC
-$1.7M
0
-100%
减持
ICVT
ISHARES TR
-$1.6M
108,965
-1%
减持
—
DUPONT DE NEMOURS INC
-$1.6M
88,229
-1%
减持
TNET
TRINET GROUP INC
-$1.6M
77,641
-0%
减持
INCO
COLUMBIA ETF TR II
-$1.6M
383,753
-5%
减持
VTV
VANGUARD INDEX FDS
-$1.6M
33,004
-18%
建仓
EA
ELECTRONIC ARTS INC
+$1.6M
12,750
减持
—
JPMORGAN CHASE & CO
-$1.5M
450,091
-6%
增持
PANW
PALO ALTO NETWORKS INC
-$1.5M
30,612
+15%
减持
IAU
ISHARES GOLD TR
-$1.5M
358,253
-4%
增持
ECL
ECOLAB INC
+$1.5M
12,668
+374%
增持
ABBV
ABBVIE INC
+$1.5M
13,442
+266%
减持
CVS
CVS HEALTH CORP
-$1.5M
133,336
-2%
建仓
—
AMCOR PLC
+$1.4M
115,220
减持
GPN
GLOBAL PMTS INC
-$1.4M
49,715
-1%
增持
SHEL
SHELL PLC
+$1.4M
46,248
+146%
增持
KMX
CARMAX INC
+$1.3M
17,975
+504%
增持
RYAAY
RYANAIR HOLDINGS PLC
-$1.3M
66,808
+0%
增持
TCOM
TRIP COM GROUP LTD
+$1.2M
263,570
+1%
建仓
—
CDK GLOBAL INC
+$1.2M
21,449
增持
PENN
PENN NATL GAMING INC
-$1.2M
99,343
+1%
减持
AXP
AMERICAN EXPRESS CO
-$1.2M
8,261
-33%
增持
LEN
LENNAR CORP
-$1.1M
106,857
+0%
减持
KO
COCA COLA CO
-$1.1M
33,135
-35%
减持
BWA
BORGWARNER INC
-$1.1M
187,141
-1%
增持
XBI
SPDR SER TR
-$1.1M
78,960
+2%
增持
LOW
LOWES COS INC
-$1.1M
40,393
+1%
建仓
—
NORDSTROM INC
+$1.1M
50,000
增持
JNJ
JOHNSON & JOHNSON
+$1.0M
28,834
+24%
增持
UNP
UNION PAC CORP
+$960.0K
59,385
+39%
减持
KMI
KINDER MORGAN INC DEL
-$938.0K
360,793
-2%
减持
DVY
ISHARES TR
-$928.0K
22,742
-19%
增持
WFC
WELLS FARGO CO NEW
+$863.0K
37,195
+204%
减持
MNA
INDEXIQ ETF TR
-$859.0K
417,655
-3%
增持
IWF
ISHARES TR
-$855.0K
15,208
+1%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$829.0K
116,277
-1%
建仓
YUMC
YUM CHINA HLDGS INC
+$824.0K
16,980
增持
NICE
NICE LTD
-$799.0K
30,182
+0%
增持
CWH
CAMPING WORLD HLDGS INC
-$785.0K
125,249
+0%
建仓
BEN
FRANKLIN RESOURCES INC
+$769.0K
33,000
增持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
-$764.0K
25,683
+1%
增持
MELI
MERCADOLIBRE INC
+$762.0K
7,414
+123%
增持
CBRE
CBRE GROUP INC
-$755.0K
45,683
+2%
建仓
C
CITIGROUP INC
+$690.0K
15,011
减持
FIS
FIDELITY NATL INFORMATION SV
-$688.0K
68,304
-1%
减持
PDP
INVESCO EXCHANGE TRADED FD T
-$655.0K
47,897
-1%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$649.0K
20,579
-5%
增持
V
VISA INC
+$648.0K
46,543
+21%
减持
DOCS
DOXIMITY INC
-$633.0K
33,352
-49%
建仓
BP
BP PLC
+$605.0K
21,340
减持
CSCO
CISCO SYS INC
-$576.0K
25,875
-14%
减持
PYPL
PAYPAL HLDGS INC
-$574.0K
4,963
-38%
减持
GE
GENERAL ELECTRIC CO
-$534.0K
3,586
-57%
减持
CAT
CATERPILLAR INC
-$508.0K
7,011
-11%
增持
OTIS
OTIS WORLDWIDE CORP
-$486.0K
80,554
+0%
清仓
DFAS
DIMENSIONAL ETF TRUST
-$473.0K
0
-100%
清仓
BND
VANGUARD BD INDEX FDS
-$456.0K
0
-100%
减持
INTC
INTEL CORP
-$444.0K
20,698
-16%
减持
CNC
CENTENE CORP DEL
-$440.0K
190,821
-3%
清仓
COPX
GLOBAL X FDS
-$439.0K
0
-100%
减持
SPGI
S&P GLOBAL INC
-$393.0K
800
-51%
增持
VZ
VERIZON COMMUNICATIONS INC
+$391.0K
20,346
+61%
增持
ABT
ABBOTT LABS
-$388.0K
110,706
+6%
清仓
NVDA
NVIDIA CORPORATION
-$382.0K
0
-100%
减持
DE
DEERE & CO
-$371.0K
3,171
-0%
减持
ORCL
ORACLE CORP
-$364.0K
11,387
-19%
建仓
AGG
ISHARES TR
+$335.0K
3,296
减持
TAIL
CAMBRIA ETF TR
+$322.0K
628,866
-2%
减持
DLTR
DOLLAR TREE INC
-$321.0K
62,020
-1%
减持
VTI
VANGUARD INDEX FDS
-$320.0K
5,906
-6%
减持
PHO
INVESCO EXCHANGE TRADED FD T
-$309.0K
18,744
-15%
减持
AZO
AUTOZONE INC
+$309.0K
5,277
-2%
增持
BABA
ALIBABA GROUP HLDG LTD
+$302.0K
50,222
+1%
增持
AMZN
AMAZON COM INC
-$302.0K
4,920
+1845%
减持
RWR
SPDR SER TR
-$296.0K
13,221
-0%
清仓
IVV
ISHARES TR
-$284.0K
0
-100%
减持
FDX
FEDEX CORP
-$282.0K
47,232
-1%