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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 18
增持 71
减持 56
清仓 5
方向
标的
Δ市值
现股数(环比)
建仓
TLT
ISHARES TR
+$16.2M
164,305
减持
VGLT
VANGUARD SCOTTSDALE FDS
-$13.5M
16,623
-94%
增持
MSFT
MICROSOFT CORP
+$13.3M
139,655
+13%
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。
建仓
BUSE
FIRST BUSEY CORP
+$11.1M
445,327
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$10.2M
1,927,464
+2%
增持
ICSH
ISHARES TR
+$9.0M
691,021
+35%
建仓
WSC
WILLSCOT MOBIL MINI HLDNG CO
+$6.3M
141,705
建仓
LKQ
LKQ CORP
+$5.9M
123,196
增持
VNQ
VANGUARD INDEX FDS
+$5.7M
370,015
+4%
减持
AAPL
APPLE INC
+$5.4M
287,662
-1%
增持
RWX
SPDR INDEX SHS FDS
+$5.3M
1,068,903
+6%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$4.6M
487,779
+5%
增持
EWN
ISHARES INC
+$4.5M
505,596
+6%
建仓
—
ICON PLC
+$4.4M
15,612
减持
PANW
PALO ALTO NETWORKS INC
+$4.2M
74,036
-1%
减持
AMD
ADVANCED MICRO DEVICES INC
+$4.1M
94,665
-1%
增持
JPM
JPMORGAN CHASE & CO
+$3.4M
134,633
+0%
增持
RYAAY
RYANAIR HOLDINGS PLC
+$3.4M
79,387
+7%
增持
SUI
SUN CMNTYS INC
+$3.1M
41,334
+106%
增持
PLNT
PLANET FITNESS INC
+$3.1M
129,481
+1%
增持
DAX
GLOBAL X FDS
+$2.8M
672,099
+2%
减持
UNP
UNION PAC CORP
+$2.5M
59,913
-0%
减持
META
META PLATFORMS INC
+$2.5M
50,210
-1%
增持
MGM
MGM RESORTS INTERNATIONAL
+$2.4M
285,604
+1%
增持
CRM
SALESFORCE INC
+$2.4M
39,370
+0%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$2.3M
1,026,297
+1%
减持
MELI
MERCADOLIBRE INC
+$2.1M
7,356
-2%
减持
ILF
ISHARES TR
+$2.0M
596,494
-0%
减持
—
EXXON MOBIL CORP
-$2.0M
102,608
-1%
减持
SPY
SPDR S&P 500 ETF TR
+$2.0M
47,891
-2%
增持
—
NXP SEMICONDUCTORS N V
+$1.9M
61,668
+0%
增持
EWJ
ISHARES INC
+$1.8M
471,151
+0%
减持
INCO
COLUMBIA ETF TR II
+$1.8M
370,515
-2%
增持
ABT
ABBOTT LABS
+$1.8M
114,666
+2%
增持
CVS
CVS HEALTH CORP
+$1.7M
153,638
+3%
增持
XBI
SPDR SER TR
+$1.7M
88,208
+4%
减持
—
ELASTIC N V
-$1.7M
56,326
-43%
增持
NICE
NICE LTD
+$1.6M
36,094
+9%
增持
CBRE
CBRE GROUP INC
+$1.5M
61,337
+7%
减持
KKR
KKR & CO INC
+$1.5M
70,420
-0%
减持
DJP
BARCLAYS BANK PLC
-$1.5M
747,275
-1%
减持
V
VISA INC
+$1.4M
48,301
-0%
增持
POOL
POOL CORP
+$1.4M
30,079
+1%
增持
SRLN
SSGA ACTIVE ETF TR
+$1.4M
579,203
+6%
增持
GOOGL
ALPHABET INC
+$1.3M
115,153
+2%
增持
COST
COSTCO WHSL CORP NEW
+$1.3M
12,606
+1%
增持
DIS
DISNEY WALT CO
+$1.2M
97,992
+5%
增持
VMC
VULCAN MATLS CO
+$1.2M
43,833
+1%
减持
USDU
WISDOMTREE TR
-$1.2M
442,385
-1%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$1.1M
28,339
+3%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$1.1M
178,988
+6%
增持
CNC
CENTENE CORP DEL
+$1.1M
204,124
+0%
减持
BKNG
BOOKING HOLDINGS INC
+$1.1M
2,778
-2%
增持
SLB
SCHLUMBERGER LTD
-$1.1M
198,896
+2%
减持
CPRT
COPART INC
+$1.1M
214,776
-2%
增持
AAAU
GOLDMAN SACHS PHYSICAL GOLD
+$1.0M
299,976
+7%
增持
RTX
RTX CORPORATION
+$991.5K
70,345
+3%
减持
HD
HOME DEPOT INC
+$973.5K
22,278
-0%
建仓
VLTO
VERALTO CORP
+$951.9K
11,572
增持
DHR
DANAHER CORPORATION
-$928.5K
89,554
+3%
减持
NVDA
NVIDIA CORPORATION
+$889.5K
26,937
-6%
减持
GOOG
ALPHABET INC
-$885.3K
157,978
-10%
减持
PRF
INVESCO EXCHANGE TRADED FD T
+$864.1K
299,606
-2%
增持
TCOM
TRIP COM GROUP LTD
+$860.1K
276,269
+6%
增持
PFE
PFIZER INC
-$798.9K
182,754
+0%
增持
VUG
VANGUARD INDEX FDS
+$783.8K
19,446
+1%
增持
OTIS
OTIS WORLDWIDE CORP
+$780.4K
77,860
+1%
增持
VTI
VANGUARD INDEX FDS
+$778.3K
23,938
+4%
减持
PSX
PHILLIPS 66
+$778.2K
68,226
-1%
增持
FIS
FIDELITY NATL INFORMATION SV
+$752.8K
103,158
+5%
减持
IAU
ISHARES GOLD TR
+$702.9K
217,435
-2%
减持
ACWX
ISHARES TR
+$662.0K
375,125
-5%
增持
ICVT
ISHARES TR
+$649.7K
137,161
+0%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$647.8K
49,491
-1%
增持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$626.9K
29,666
+0%
减持
—
ACCENTURE PLC IRELAND
+$626.5K
14,444
-0%
增持
GPN
GLOBAL PMTS INC
+$596.8K
51,022
+0%
增持
VTV
VANGUARD INDEX FDS
+$585.9K
34,679
+4%
增持
PWR
QUANTA SVCS INC
+$541.4K
10,302
+15%
增持
KMI
KINDER MORGAN INC DEL
+$532.6K
388,366
+2%
减持
FCX
FREEPORT-MCMORAN INC
+$506.4K
99,723
-1%
增持
AMT
AMERICAN TOWER CORP NEW
+$491.8K
8,954
+2%
减持
OHI
OMEGA HEALTHCARE INVS INC
-$488.2K
176,985
-1%
增持
IVV
ISHARES TR
+$467.6K
1,582
+136%
减持
XRAY
DENTSPLY SIRONA INC
+$417.0K
301,443
-0%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$414.7K
48,962
-0%
增持
MCHI
ISHARES TR
+$405.7K
22,215
+93%
增持
BWA
BORGWARNER INC
-$398.6K
190,415
+6%
增持
MNA
INDEXIQ ETF TR
+$384.8K
454,445
+3%
清仓
GSY
INVESCO ACTIVELY MANAGED ETF
-$376.0K
0
-100%
清仓
KWEB
KRANESHARES TR
-$375.4K
0
-100%
增持
VNQI
VANGUARD INTL EQUITY INDEX F
+$358.9K
32,488
+23%
增持
CZR
CAESARS ENTERTAINMENT INC NE
+$354.0K
230,284
+2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$347.3K
35,327
+1%
增持
—
WNS HLDGS LTD
-$343.3K
74,968
+1%
增持
AXP
AMERICAN EXPRESS CO
+$333.9K
8,361
+1%
增持
ITOT
ISHARES TR
+$322.1K
5,082
+125%
减持
PDP
INVESCO EXCHANGE TRADED FD T
+$316.5K
43,571
-2%
建仓
MA
MASTERCARD INCORPORATED
+$302.4K
709
增持
AMZN
AMAZON COM INC
+$298.9K
6,909
+17%
建仓
TFI
SPDR SER TR
+$297.9K
6,339
建仓
AMAT
APPLIED MATLS INC
+$289.1K
1,784
增持
PEP
PEPSICO INC
+$273.0K
55,636
+3%
建仓
ELV
ELEVANCE HEALTH INC
+$272.1K
577
增持
BABA
ALIBABA GROUP HLDG LTD
+$272.0K
82,434
+17%
减持
LOW
LOWES COS INC
+$269.5K
41,008
-4%
建仓
DHI
D R HORTON INC
+$265.5K
1,747
建仓
LEN
LENNAR CORP
+$255.6K
1,715
清仓
FTSM
FIRST TR EXCHANGE-TRADED FD
-$250.6K
0
-100%
增持
IWD
ISHARES TR
+$242.5K
12,405
+4%
清仓
EPD
ENTERPRISE PRODS PARTNERS L
-$232.6K
0
-100%
建仓
ADBE
ADOBE INC
+$223.1K
374
建仓
—
LINDE PLC
+$218.1K
531
增持
ESGU
ISHARES TR
+$209.1K
4,633
+57%
建仓
QCOM
QUALCOMM INC
+$206.4K
1,427
减持
MRSH
MARSH & MCLENNAN COS INC
-$205.3K
84,148
-1%
建仓
QUAL
ISHARES TR
+$205.0K
1,393
建仓
VO
VANGUARD INDEX FDS
+$205.0K
881
减持
LNG
CHENIERE ENERGY INC
+$201.9K
108,417
-2%
建仓
BAC
BANK AMERICA CORP
+$200.5K
5,955
增持
IWM
ISHARES TR
+$190.0K
6,562
+3%
减持
APO
APOLLO GLOBAL MGMT INC
+$185.4K
57,819
-0%
减持
JNJ
JOHNSON & JOHNSON
-$156.7K
27,085
-4%
清仓
TAIL
CAMBRIA ETF TR
-$147.5K
0
-100%
增持
GXC
SPDR INDEX SHS FDS
-$135.7K
152,225
+4%
减持
QQQ
INVESCO QQQ TR
+$130.6K
2,694
-1%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$125.4K
2,292
+1%
增持
IWR
ISHARES TR
+$122.4K
6,600
+17%
减持
VCIT
VANGUARD SCOTTSDALE FDS
+$119.4K
76,210
-5%
减持
SCHW
SCHWAB CHARLES CORP
+$106.7K
9,171
-4%
减持
CSCO
CISCO SYS INC
-$100.0K
23,326
-2%
减持
CAT
CATERPILLAR INC
+$99.5K
6,197
-2%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$95.3K
23,102
-0%
增持
FMC
FMC CORP
+$94.5K
64,045
+9%
减持
SHM
SPDR SER TR
-$83.3K
8,415
-20%
减持
EFA
ISHARES TR
+$76.5K
20,350
-4%
增持
MRK
MERCK & CO INC
+$75.6K
3,319
+19%
减持
—
JPMORGAN CHASE & CO
+$72.0K
427,285
-2%
减持
WFC
WELLS FARGO CO NEW
+$69.2K
10,501
-4%
减持
ECL
ECOLAB INC
+$61.9K
2,548
-3%
减持
RWR
SPDR SER TR
-$59.6K
16,868
-16%
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$54.9K
15,507
+19%
减持
XLK
SELECT SECTOR SPDR TR
-$48.9K
1,485
-27%
减持
—
LAM RESEARCH CORP
+$48.7K
455
-7%
减持
GE
GENERAL ELECTRIC CO
+$47.8K
3,205
-2%
增持
FDX
FEDEX CORP
+$45.8K
1,245
+23%
减持
NCA
NUVEEN CALIFORNIA MUNI VLU F
-$44.1K
24,400
-24%
减持
IWB
ISHARES TR
+$43.7K
2,223
-3%
减持
EWZ
ISHARES INC
+$38.5K
10,540
-2%
减持
PENN
PENN ENTERTAINMENT INC
+$36.6K
114,228
-11%
