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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 22
增持 83
减持 40
清仓 5
方向
标的
Δ市值
现股数(环比)
建仓
AMJB
JPMORGAN CHASE FINL CO LLC
+$12.0M
412,967
减持
CPRT
COPART INC
-$11.8M
6,090
-97%
增持
AAPL
APPLE INC
+$11.7M
286,536
+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。
增持
CRM
SALESFORCE INC
+$8.5M
81,045
+98%
建仓
HUM
HUMANA INC
+$7.7M
20,611
增持
APD
AIR PRODS & CHEMS INC
+$6.7M
27,370
+1935%
减持
INCO
COLUMBIA ETF TR II
-$6.1M
243,419
-33%
建仓
KEYS
KEYSIGHT TECHNOLOGIES INC
+$6.0M
43,685
减持
TCOM
TRIP COM GROUP LTD
-$5.5M
144,744
-48%
增持
MSFT
MICROSOFT CORP
+$4.9M
141,517
+2%
减持
GOOG
ALPHABET INC
+$4.7M
156,707
-1%
增持
LW
LAMB WESTON HLDGS INC
+$4.3M
117,781
+126%
建仓
LVS
LAS VEGAS SANDS CORP
+$4.3M
97,720
增持
NVDA
NVIDIA CORPORATION
+$4.1M
192,510
+785%
减持
GOOGL
ALPHABET INC
+$3.5M
116,720
-1%
增持
PANW
PALO ALTO NETWORKS INC
+$3.2M
56,120
+1%
建仓
LLY
ELI LILLY & CO
+$3.1M
3,451
减持
DIS
DISNEY WALT CO
-$3.1M
128,239
-1%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$2.9M
1,132,419
+1%
增持
AMD
ADVANCED MICRO DEVICES INC
+$2.8M
90,141
+38%
增持
POOL
POOL CORP
-$2.6M
31,757
+3%
清仓
—
JPMORGAN CHASE & CO
-$2.3M
0
-100%
增持
CNC
CENTENE CORP DEL
-$2.3M
212,362
+2%
增持
PLNT
PLANET FITNESS INC
+$2.3M
153,031
+7%
减持
ICSH
ISHARES TR
-$2.2M
649,898
-6%
增持
RYAAY
RYANAIR HOLDINGS PLC
-$2.2M
78,602
+1%
清仓
PENN
PENN ENTERTAINMENT INC
-$2.2M
0
-100%
增持
XRAY
DENTSPLY SIRONA INC
-$2.2M
328,867
+5%
增持
ILF
ISHARES TR
-$1.9M
613,415
+2%
增持
LNG
CHENIERE ENERGY INC
+$1.7M
112,396
+1%
减持
PSX
PHILLIPS 66
-$1.7M
65,991
-2%
增持
GPN
GLOBAL PMTS INC
-$1.7M
55,657
+6%
增持
CZR
CAESARS ENTERTAINMENT INC NE
+$1.6M
319,809
+26%
增持
COST
COSTCO WHSL CORP NEW
+$1.5M
12,573
+0%
增持
NKE
NIKE INC
-$1.4M
106,378
+6%
减持
ACWX
ISHARES TR
-$1.4M
320,930
-7%
增持
NICE
NICE LTD
+$1.4M
63,741
+73%
增持
SLB
SCHLUMBERGER LTD
-$1.4M
208,428
+2%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$1.3M
1,994,539
+1%
减持
DAX
GLOBAL X FDS
-$1.3M
664,441
-1%
增持
LOW
LOWES COS INC
-$1.3M
42,325
+2%
增持
LKQ
LKQ CORP
-$1.2M
135,366
+5%
增持
WMT
WALMART INC
+$1.2M
150,504
+1%
减持
VMC
VULCAN MATLS CO
-$1.2M
42,973
-1%
增持
EWJ
ISHARES INC
-$1.2M
476,145
+1%
增持
UNP
UNION PAC CORP
-$1.1M
60,232
+0%
增持
RWX
SPDR INDEX SHS FDS
-$1.1M
1,198,241
+5%
增持
MELI
MERCADOLIBRE INC
+$1.1M
7,305
+1%
减持
—
NXP SEMICONDUCTORS N V
+$1.1M
60,792
-2%
减持
FCX
FREEPORT-MCMORAN INC
-$991.8K
75,544
-24%
增持
—
ELASTIC N V
+$950.0K
56,995
+3%
减持
HD
HOME DEPOT INC
-$907.7K
21,649
-1%
增持
WSC
WILLSCOT MOBIL MINI HLDNG CO
-$896.5K
157,164
+7%
增持
ABT
ABBOTT LABS
-$887.2K
117,510
+2%
减持
META
META PLATFORMS INC
-$886.2K
33,082
-9%
增持
SRLN
SSGA ACTIVE ETF TR
+$874.2K
637,685
+4%
增持
GXC
SPDR INDEX SHS FDS
+$834.2K
187,265
+3%
减持
BKNG
BOOKING HOLDINGS INC
+$824.9K
2,766
-1%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$809.9K
28,874
+0%
增持
BWA
BORGWARNER INC
-$802.2K
359,692
+1%
增持
KMI
KINDER MORGAN INC DEL
+$740.5K
411,403
+1%
减持
DJP
BARCLAYS BANK PLC
+$720.3K
751,057
-0%
增持
V
VISA INC
-$718.8K
48,603
+1%
增持
MRSH
MARSH & MCLENNAN COS INC
+$692.1K
84,638
+2%
增持
FMC
FMC CORP
-$691.9K
127,252
+1%
增持
KO
COCA COLA CO
+$639.9K
34,895
+35%
增持
VUG
VANGUARD INDEX FDS
+$630.0K
19,389
+1%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$612.4K
153,179
-5%
增持
OHI
OMEGA HEALTHCARE INVS INC
+$596.1K
183,485
+2%
增持
EWN
ISHARES INC
+$596.0K
507,805
+1%
减持
PRF
INVESCO EXCHANGE TRADED FD T
-$592.4K
270,867
-4%
减持
JNJ
JOHNSON & JOHNSON
-$577.8K
21,009
-9%
增持
IVV
ISHARES TR
+$577.2K
2,409
+71%
增持
DHR
DANAHER CORPORATION
+$569.3K
93,553
+2%
建仓
UNH
UNITEDHEALTH GROUP INC
+$565.3K
1,110
增持
AAAU
GOLDMAN SACHS PHYSICAL GOLD
+$557.3K
328,898
+3%
建仓
CSX
CSX CORP
+$555.4K
16,604
增持
NEE
NEXTERA ENERGY INC
+$546.0K
10,596
+232%
增持
PM
PHILIP MORRIS INTL INC
+$538.7K
43,708
+3%
增持
—
EXXON MOBIL CORP
+$507.0K
107,783
+5%
减持
TRV
TRAVELERS COMPANIES INC
-$499.6K
16,538
-1%
增持
BABA
ALIBABA GROUP HLDG LTD
+$497.0K
109,592
+7%
减持
SPY
SPDR S&P 500 ETF TR
-$466.5K
43,574
-6%
增持
USDU
WISDOMTREE TR
+$454.1K
447,809
+0%
增持
APO
APOLLO GLOBAL MGMT INC
+$453.6K
58,994
+2%
增持
KKR
KKR & CO INC
+$450.4K
71,618
+2%
建仓
USFR
WISDOMTREE TR
+$444.1K
8,827
增持
FTV
FORTIVE CORP
-$443.7K
41,550
+1%
建仓
MCD
MCDONALDS CORP
+$443.4K
1,740
增持
—
WNS HLDGS LTD
+$411.8K
86,889
+6%
增持
PEP
PEPSICO INC
+$392.0K
63,435
+10%
增持
CBRE
CBRE GROUP INC
-$386.7K
63,762
+2%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$384.8K
46,228
-4%
减持
VTI
VANGUARD INDEX FDS
-$377.8K
21,429
-9%
建仓
MAR
MARRIOTT INTL INC NEW
+$374.7K
1,550
增持
MGM
MGM RESORTS INTERNATIONAL
-$342.2K
299,425
+4%
建仓
CMCSA
COMCAST CORP NEW
+$336.7K
8,597
增持
PFE
PFIZER INC
+$315.7K
190,179
+5%
清仓
TEAM
ATLASSIAN CORPORATION
-$313.2K
0
-100%
减持
BUSE
FIRST BUSEY CORP
-$305.8K
429,110
-4%
减持
IAU
ISHARES GOLD TR
+$304.6K
210,808
-1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$304.3K
35,666
+1%
减持
VGK
VANGUARD INTL EQUITY INDEX F
-$301.6K
489,299
-0%
减持
PDP
INVESCO EXCHANGE TRADED FD T
-$291.1K
38,223
-6%
减持
IWF
ISHARES TR
+$289.8K
14,605
-2%
建仓
GIS
GENERAL MLS INC
+$284.7K
4,500
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$280.8K
4,955
建仓
ICE
INTERCONTINENTAL EXCHANGE IN
+$277.9K
2,030
增持
CVS
CVS HEALTH CORP
-$259.7K
210,997
+32%
增持
AVGO
BROADCOM INC
+$254.6K
696
+7%
清仓
DFUV
DIMENSIONAL ETF TRUST
-$248.9K
0
-100%
增持
PG
PROCTER AND GAMBLE CO
+$238.6K
76,416
+0%
增持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$234.1K
30,978
+0%
建仓
GBIL
GOLDMAN SACHS ETF TR
+$233.3K
2,331
减持
CAT
CATERPILLAR INC
-$231.0K
6,052
-1%
建仓
ADBE
ADOBE INC
+$230.5K
415
增持
OTIS
OTIS WORLDWIDE CORP
-$225.4K
77,861
+0%
建仓
ABM
ABM INDS INC
+$222.5K
4,400
建仓
BIL
SPDR SER TR
+$216.7K
2,361
增持
GE
GE AEROSPACE
+$215.1K
4,892
+53%
建仓
BIIB
BIOGEN INC
+$214.4K
925
建仓
HON
HONEYWELL INTL INC
+$213.8K
1,001
清仓
PYPL
PAYPAL HLDGS INC
-$208.4K
0
-100%
建仓
GEV
GE VERNOVA INC
+$203.2K
1,185
建仓
MCHP
MICROCHIP TECHNOLOGY INC.
+$201.3K
2,200
减持
DVY
ISHARES TR
-$189.8K
15,205
-8%
增持
INTC
INTEL CORP
-$186.1K
17,113
+6%
减持
KMB
KIMBERLY-CLARK CORP
+$183.8K
21,500
-0%
增持
—
ICON PLC
-$178.9K
16,686
+4%
增持
SUI
SUN CMNTYS INC
-$159.2K
43,576
+4%
增持
MDLZ
MONDELEZ INTL INC
-$158.0K
45,394
+2%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$152.0K
78,900
+3%
减持
PHO
INVESCO EXCHANGE TRADED FD T
-$146.6K
8,104
-20%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$145.2K
4,659
+35%
增持
VZ
VERIZON COMMUNICATIONS INC
+$143.5K
11,973
+43%
增持
AMZN
AMAZON COM INC
+$141.8K
7,027
+4%
增持
AMAT
APPLIED MATLS INC
+$140.8K
2,134
+21%
减持
JPM
JPMORGAN CHASE & CO.
+$139.7K
132,306
-0%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$139.3K
51,352
+6%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$138.1K
14,251
-3%
增持
TLT
ISHARES TR
+$127.1K
182,449
+4%
减持
RTX
RTX CORPORATION
+$122.5K
70,275
-1%
减持
SMOG
VANECK ETF TRUST
-$117.8K
2,751
-29%
增持
XBI
SPDR SER TR
+$116.9K
92,842
+4%
增持
AZO
AUTOZONE INC
+$116.6K
353
+20%
减持
ORCL
ORACLE CORP
+$113.4K
8,410
-2%
增持
YUMC
YUM CHINA HLDGS INC
-$105.7K
18,480
+9%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$104.7K
2,639
-3%
增持
CSCO
CISCO SYS INC
+$101.8K
25,776
+15%
减持
RWR
SPDR SER TR
-$99.1K
13,382
-6%
