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
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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 8
增持 62
减持 69
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
VEU
VANGUARD INTL EQUITY INDEX F
-$8.8M
2,056,348
+2%
增持
NVDA
NVIDIA CORPORATION
+$7.1M
228,195
+17%
增持
RWX
SPDR INDEX SHS FDS
-$5.4M
1,230,690
+0%
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
—
ASML HOLDING N V
+$4.9M
7,041
减持
AAPL
APPLE INC
+$4.5M
275,634
-0%
增持
WSC
WILLSCOT HLDGS CORP
+$4.4M
311,285
+94%
增持
LKQ
LKQ CORP
+$4.1M
263,853
+88%
增持
DHR
DANAHER CORPORATION
-$4.0M
93,886
+2%
减持
NKE
NIKE INC
-$3.9M
73,562
-31%
减持
CVS
CVS HEALTH CORP
-$3.9M
206,806
-1%
减持
CRM
SALESFORCE INC
+$3.6M
62,074
-1%
建仓
PLD
PROLOGIS INC.
+$3.6M
33,640
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$3.6M
1,165,058
+2%
减持
SPY
SPDR S&P 500 ETF TR
-$3.5M
36,753
-16%
减持
ICSH
ISHARES TR
-$3.4M
574,078
-10%
增持
AMD
ADVANCED MICRO DEVICES INC
-$3.4M
96,265
+5%
减持
XRAY
DENTSPLY SIRONA INC
-$3.3M
298,880
-10%
增持
—
ICON PLC
+$3.3M
38,781
+131%
增持
VNQ
VANGUARD INDEX FDS
-$3.2M
400,765
+0%
增持
ILF
ISHARES TR
-$3.1M
620,241
+0%
增持
VGK
VANGUARD INTL EQUITY INDEX F
-$3.1M
496,752
+2%
减持
INCO
COLUMBIA ETF TR II
-$3.0M
226,743
-1%
减持
JPM
JPMORGAN CHASE & CO.
+$2.9M
124,783
-2%
增持
EWN
ISHARES INC
-$2.7M
524,130
+2%
减持
GOOGL
ALPHABET INC
+$2.7M
116,417
-0%
减持
LNG
CHENIERE ENERGY INC
+$2.6M
76,677
-0%
增持
PLNT
PLANET FITNESS INC
+$2.6M
147,816
+0%
增持
CZR
CAESARS ENTERTAINMENT INC NE
-$2.5M
331,944
+2%
增持
CNC
CENTENE CORP DEL
-$2.5M
221,156
+5%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$2.4M
29,250
+2%
减持
GOOG
ALPHABET INC
+$2.3M
149,406
-4%
增持
BABA
ALIBABA GROUP HLDG LTD
-$2.3M
113,135
+1%
减持
ACWX
ISHARES TR
-$2.2M
308,785
-3%
增持
FMC
FMC CORP
-$2.1M
127,960
+2%
减持
KMI
KINDER MORGAN INC DEL
+$2.0M
404,908
-2%
减持
—
NXP SEMICONDUCTORS N V
-$2.0M
59,680
-0%
减持
DIS
DISNEY WALT CO
+$1.9M
129,188
-0%
减持
V
VISA INC
+$1.9M
48,387
-1%
增持
SQ
BLOCK INC
+$1.8M
98,040
+0%
减持
BKNG
BOOKING HOLDINGS INC
+$1.5M
2,519
-3%
增持
MSFT
MICROSOFT CORP
+$1.5M
146,778
+5%
减持
APO
APOLLO GLOBAL MGMT INC
-$1.5M
35,573
-40%
增持
TLT
ISHARES TR
-$1.5M
187,142
+3%
增持
BWA
BORGWARNER INC
-$1.5M
366,146
+1%
减持
WMT
WALMART INC
+$1.4M
150,504
-0%
增持
EWJ
ISHARES INC
-$1.3M
494,383
+3%
减持
—
ELASTIC N V
-$1.2M
78,301
-33%
增持
PANW
PALO ALTO NETWORKS INC
+$1.2M
110,292
+100%
减持
TCOM
TRIP COM GROUP LTD
+$1.2M
145,913
-2%
增持
GXC
SPDR INDEX SHS FDS
-$1.2M
193,401
+0%
减持
—
EXXON MOBIL CORP
-$1.1M
107,792
-1%
增持
HUM
HUMANA INC
-$1.1M
21,534
+4%
增持
MGM
MGM RESORTS INTERNATIONAL
-$1.1M
313,364
+2%
减持
LOW
LOWES COS INC
-$1.1M
41,501
-1%
增持
GPN
GLOBAL PMTS INC
+$1.1M
95,867
+2%
增持
PSX
PHILLIPS 66
-$1.0M
66,518
+2%
增持
UNP
UNION PAC CORP
-$1.0M
60,119
+1%
减持
OTIS
OTIS WORLDWIDE CORP
-$1.0M
76,189
-2%
增持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$1.0M
31,899
+1%
增持
POOL
POOL CORP
-$985.2K
32,763
+2%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$964.5K
51,840
+1%
增持
DAX
GLOBAL X FDS
-$945.4K
663,344
+1%
减持
MRSH
MARSH & MCLENNAN COS INC
-$885.8K
81,878
-0%
增持
FCX
FREEPORT-MCMORAN INC
-$843.9K
80,377
+3%
增持
SRLN
SSGA ACTIVE ETF TR
+$828.3K
681,946
+3%
减持
KKR
KKR & CO INC
+$765.0K
64,165
-4%
增持
AMGN
AMGEN INC
-$752.0K
12,475
+0%
增持
PEP
PEPSICO INC
-$726.7K
66,612
+4%
增持
MELI
MERCADOLIBRE INC
+$684.0K
8,293
+27%
增持
VNQI
VANGUARD INTL EQUITY INDEX F
+$642.0K
30,186
+156%
增持
USDU
WISDOMTREE TR
+$627.0K
462,025
+1%
增持
MDLZ
MONDELEZ INTL INC
-$623.8K
45,545
+0%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$541.8K
44,177
-5%
增持
LW
LAMB WESTON HLDGS INC
+$519.2K
128,377
+3%
增持
SLB
SCHLUMBERGER LTD
-$513.9K
222,414
+3%
增持
SUI
SUN CMNTYS INC
-$482.1K
44,171
+1%
减持
PG
PROCTER AND GAMBLE CO
-$466.0K
76,104
-0%
减持
PFE
PFIZER INC
-$462.2K
190,601
-0%
减持
RTX
RTX CORPORATION
-$449.9K
67,005
-1%
减持
JNJ
JOHNSON & JOHNSON
-$428.3K
20,599
-2%
减持
FIS
FIDELITY NATL INFORMATION SV
-$406.9K
101,851
-1%
减持
META
META PLATFORMS INC
+$382.3K
33,150
-0%
增持
XBI
SPDR SER TR
-$380.3K
98,907
+5%
增持
LLY
ELI LILLY & CO
-$364.2K
3,271
+0%
减持
KO
COCA COLA CO
-$356.9K
34,745
-1%
清仓
SHM
SPDR SER TR
-$353.8K
0
-100%
减持
COST
COSTCO WHSL CORP NEW
+$351.3K
12,345
-0%
建仓
EWZ
ISHARES INC
+$348.9K
15,500
清仓
IVW
ISHARES TR
-$345.5K
0
-100%
建仓
BKLN
INVESCO EXCH TRADED FD TR II
+$337.8K
16,030
减持
IAU
ISHARES GOLD TR
-$334.4K
204,149
-3%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$333.9K
13,309
-11%
减持
HD
HOME DEPOT INC
-$330.7K
19,577
-0%
清仓
—
LAM RESEARCH CORP
-$326.6K
0
-100%
建仓
VOO
VANGUARD INDEX FDS
+$320.6K
595
减持
PRF
INVESCO EXCHANGE TRADED FD T
-$312.2K
262,696
-2%
减持
AVGO
BROADCOM INC
+$311.8K
6,075
-4%
减持
IWF
ISHARES TR
+$311.8K
14,481
-1%
减持
EEM
ISHARES TR
-$304.7K
20,910
-19%
清仓
EWG
ISHARES INC
-$302.2K
0
-100%
建仓
TEAM
ATLASSIAN CORPORATION
+$292.3K
1,201
建仓
LRCX
LAM RESEARCH CORP
+$289.0K
4,001
减持
CBRE
CBRE GROUP INC
+$274.2K
61,909
-2%
清仓
ELV
ELEVANCE HEALTH INC
-$258.4K
0
-100%
增持
ABBV
ABBVIE INC
-$242.5K
12,841
+0%
减持
VMC
VULCAN MATLS CO
+$234.5K
42,701
-1%
清仓
GBIL
GOLDMAN SACHS ETF TR
-$233.8K
0
-100%
清仓
SPYM
SPDR SER TR
-$233.2K
0
-100%
清仓
TSLA
TESLA INC
-$228.9K
0
-100%
增持
VTI
VANGUARD INDEX FDS
+$220.7K
21,705
+1%
增持
MNA
NEW YORK LIFE INVESTMENTS ET
+$216.7K
471,555
+1%
建仓
INTU
INTUIT
+$216.2K
344
清仓
LEN
LENNAR CORP
-$215.6K
0
-100%
清仓
SBUX
STARBUCKS CORP
-$206.4K
0
-100%
清仓
QCOM
QUALCOMM INC
-$203.6K
0
-100%
减持
VUG
VANGUARD INDEX FDS
+$186.0K
18,529
-4%
减持
RWR
SPDR SER TR
-$183.1K
12,542
-6%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$179.2K
22,524
-5%
减持
EFA
ISHARES TR
-$176.2K
20,401
-1%
增持
LVS
LAS VEGAS SANDS CORP
+$175.1K
104,404
+1%
增持
VTV
VANGUARD INDEX FDS
-$162.0K
34,217
+0%
减持
ICVT
ISHARES TR
+$153.4K
147,715
-0%
减持
QUAL
ISHARES TR
-$151.6K
1,280
-40%
减持
NEE
NEXTERA ENERGY INC
-$146.9K
10,596
-1%
减持
WFC
WELLS FARGO CO NEW
+$137.4K
10,401
-1%
减持
PWR
QUANTA SVCS INC
+$132.8K
9,535
-1%
减持
AMJB
JPMORGAN CHASE FINL CO LLC
+$132.0K
393,485
-2%
增持
RYAAY
RYANAIR HOLDINGS PLC
-$127.5K
203,961
+2%
增持
QQQ
INVESCO QQQ TR
+$126.7K
2,751
+5%
增持
APD
AIR PRODS & CHEMS INC
-$126.5K
27,678
+1%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$125.9K
83,990
-11%
减持
AXP
AMERICAN EXPRESS CO
+$124.1K
7,838
-3%
减持
VLTO
VERALTO CORP
-$119.9K
11,142
-1%
减持
UNH
UNITEDHEALTH GROUP INC
-$118.2K
1,040
-6%
减持
AMAT
APPLIED MATLS INC
-$117.6K
1,804
-11%
增持
GE
GE AEROSPACE
-$106.4K
4,893
+0%
减持
INTC
INTEL CORP
-$105.1K
15,563
-12%
减持
PHO
INVESCO EXCHANGE TRADED FD T
-$103.1K
7,122
-12%
减持
—
JOHNSON CTLS INTL PLC
-$102.0K
7,317
-16%
增持
ORCL
ORACLE CORP
+$102.0K
9,621
+9%
增持
YUM
YUM BRANDS INC
-$95.7K
18,531
+0%
减持
ASAN
ASANA INC
+$93.9K
14,026
-15%
增持
MCHI
ISHARES TR
+$93.8K
7,080
+51%
增持
VCSH
VANGUARD SCOTTSDALE FDS
-$91.8K
173,516
+1%
减持
CSCO
CISCO SYS INC
+$90.5K
23,681
-4%
减持
MRK
MERCK & CO INC
-$88.6K
2,854
-13%
减持
NOC
NORTHROP GRUMMAN CORP
-$80.3K
450
-18%
减持
OHI
OMEGA HEALTHCARE INVS INC
-$79.7K
25,232
-1%
增持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$78.7K
43,959
+0%
减持
VZ
VERIZON COMMUNICATIONS INC
-$77.9K
12,343
-3%