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MITCHELL CAPITAL MANAGEMENT CO 13F 持仓明细(2026-03-31) · 小隐寺数据中心
MITCHELL CAPITAL MANAGEMENT CO
报告期 2026-03-31 · CIK 0001080351
持仓数
113
前50大市值合计
$448.8M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 112 项
建仓 1
增持 62
减持 43
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
AAPL
Apple Inc
+$4.4M
169,220
-2%
减持
MSFT
Microsoft Corp
+$4.0M
86,839
-2%
减持
—
Nvidia Corp
+$3.9M
36,524
-12%
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。
清仓
TMUS
T-Mobile US Inc
-$3.4M
0
-100%
增持
AMZN
Amazon.com Inc
+$3.0M
109,932
+0%
清仓
HSY
Hershey Co.
-$2.4M
0
-100%
减持
GOOG
Alphabet Inc CL C
+$2.4M
147,044
-1%
减持
BAC
Bank of America
-$2.4M
23,906
-78%
增持
—
JP Morgan Chase
+$2.4M
54,335
+28%
清仓
—
Keysight Technologies
-$2.3M
0
-100%
增持
—
Trex Company Inc.
+$2.0M
64,152
+44%
减持
LLY
Eli Lilly & Co
+$2.0M
16,672
-1%
增持
SPG
Simon Property Group
+$1.9M
40,108
+64%
增持
—
SS&C Technologies Holdings
+$1.8M
65,435
+72%
减持
—
Broadcom LTD
+$1.7M
8,318
-3%
增持
—
MYR Group
+$1.4M
33,428
+32%
增持
CFR
Cullen/Frost Bankers Inc.
+$1.2M
41,319
+35%
增持
ULTA
Ulta Beauty Inc
+$1.1M
12,801
+41%
增持
IUSG
iShares Core S&P U.S. Growth E
+$1.1M
66,571
+9%
减持
MTD
Mettler-Toledo Int'l
-$1.0M
4,119
-2%
增持
—
Tesla Inc
+$990.2K
18,075
+0%
减持
CPRT
Copart Inc.
+$975.2K
69,611
-3%
减持
CMG
Chipotle Mexican Grill Inc
+$904.7K
2,275
-2%
增持
—
ICON PLC
+$859.3K
7,900
+51%
清仓
TD
Toronto-Dominion
-$846.3K
0
-100%
减持
TMO
Thermo Fisher Scientific Inc
-$844.9K
14,372
-1%
增持
TGT
Target Corp
-$788.1K
23,581
+0%
增持
—
Cinemark Holdings Inc
+$701.4K
386,314
+1%
增持
BRK/B
Berkshire Hathaway
+$695.5K
19,664
+1%
增持
SONY
Sony Group Corp SP ADR
+$654.1K
17,370
+73%
增持
—
Emcor Group Inc
+$640.9K
27,190
+1%
增持
MLM
Martin Marietta
+$630.1K
5,733
+1%
增持
—
On Holding AG Class A
+$592.4K
78,535
+22%
增持
—
UBS AG-Reg
+$551.4K
106,373
+41%
减持
—
S & P Global Inc.
+$549.1K
11,769
-3%
减持
IWF
iShares Russell 1000 Growth ET
+$525.6K
18,892
-1%
减持
QCOM
Qualcomm Inc
-$507.4K
30,673
-6%
增持
—
O'Reilly Automotive
+$483.4K
4,227
+1%
增持
—
Vistra Corp
+$449.4K
185,797
+1%
减持
RRX
Regal Rexnord Corp
-$447.0K
2,899
-54%
增持
SMG
Scotts Miracle-Gro
-$412.5K
64,950
+1%
增持
IVV
iShares Core S&P 500 Index ETF
+$380.2K
8,841
+2%
减持
NKE
Nike Inc Cl B
-$376.5K
11,283
-15%
减持
ADBE
Adobe Inc
+$358.9K
5,412
-9%
增持
MA
Mastercard Inc-Cl A
+$343.2K
10,438
+1%
减持
—
Vertex Pharmaceuticals Inc
+$321.8K
11,591
-3%
增持
JNJ
Johnson & Johnson
+$310.0K
26,656
+1%
减持
ON
ON Semiconductor Corporation
+$305.8K
26,724
-1%
清仓
—
NV5 Global, Inc.
-$297.6K
0
-100%
减持
COST
Costco Wholesale
+$290.6K
12,243
-3%
增持
—
Aon PLC
+$270.9K
7,033
+3%
增持
WMT
Wal-Mart Stores
+$261.7K
23,725
+1%
增持
AXP
American Express
+$257.2K
23,771
+1%
减持
ABT
Abbott Labs
+$246.1K
34,001
-1%
清仓
UNP
Union Pacific Corp
-$233.7K
0
-100%
增持
—
Waste Management
+$232.8K
21,791
+0%
减持
DIS
Disney Walt
-$228.1K
20,812
-0%
增持
NICE
Nice LTD
+$226.2K
9,188
+26%
增持
—
Schneider Electric
+$225.8K
53,342
+4%
建仓
MGK
Vanguard Mega Cap Growth ETF
+$225.2K
957
增持
ROST
Ross Stores Inc
+$224.7K
34,821
+0%
减持
—
Visa Inc
+$221.8K
30,158
-2%
增持
TSM
Taiwan Semiconductor Mfg
+$217.4K
19,419
+4%
增持
SHEL
Shell PLC ADR
+$202.8K
33,000
+6%
增持
—
Linde PLC
+$199.8K
5,310
+3%
增持
OXY
Occidental Petro
-$199.0K
61,582
+1%
增持
—
Accenture PLC-Cl A
+$193.8K
6,463
+3%
增持
APH
Amphenol Corp CL A
+$192.5K
43,837
+1%
减持
—
IntercontinentalExchange Group
+$191.8K
24,284
-1%
减持
—
Diamondback Energy Inc
-$177.7K
26,919
-2%
减持
—
Arista Networks Inc.
-$166.4K
27,119
-0%
增持
—
Nextera Energy Inc
-$159.5K
57,430
+0%
增持
DHR
Danaher Corp
-$147.0K
14,725
+1%
增持
EADSY
Airbus SE - Unsp ADR
+$130.9K
29,572
+6%
增持
—
ASML Holding ADR
+$128.1K
1,704
+5%
减持
ODFL
Old Dominion Freight Line
+$127.0K
4,499
-0%
增持
—
Canadian Pacific Kansas City
+$122.1K
14,250
+7%
减持
—
Monster Beverage Corp
+$112.6K
49,477
-2%
减持
IUSV
iShares Core S&P U.S. Value ET
+$111.8K
75,326
-4%
增持
LULU
Lululemon Athletica
+$111.2K
4,310
+3%
减持
—
Blackrock Inc
+$106.6K
5,967
-1%
减持
—
SPDR MSCI ACWI ETF
-$104.8K
62,698
-7%
增持
ELV
Elevance Health Inc
-$100.5K
7,185
+0%
增持
—
Astrazeneca Plc
+$98.5K
18,213
+5%
减持
—
United Health
-$90.7K
16,610
-3%
增持
WDS
Woodside Energy Group F Sponso
+$88.0K
52,490
+4%
减持
SCHX
Schwab U S Large Cap ETF
-$84.2K
72,023
-10%
增持
CVX
Chevron Corp.
-$83.9K
15,673
+0%
增持
PEP
Pepsico Inc
+$76.4K
17,621
+1%
减持
—
Conoco Phillips
+$69.0K
51,585
-3%
增持
NVO
Novo-Nordisk Spons
+$68.3K
11,033
+2%
减持
IWD
iShares Russell 1000 Value ETF
-$67.7K
4,549
-12%
增持
—
Solaredge Technologies Inc
-$67.0K
2,930
+4%
减持
HD
Home Depot
+$65.9K
9,208
-3%
增持
—
iShares Core Intl Stock ETF
+$63.3K
8,873
+12%
增持
BHP
BHP Group
-$60.3K
30,262
+3%
增持
IJR
iShares Core S&P SmallCap ETF
+$58.4K
4,442
+12%
增持
MELI
Mercadolibre
-$58.1K
712
+4%
减持
SCHM
Schwab U S Mid Cap ETF
-$57.0K
13,605
-10%
增持
IJH
iShares Core S&P Mid Cap ETF
+$54.6K
2,036
+7%
减持
HON
Honeywell Int'l Inc
+$49.3K
6,139
-4%
减持
SCHA
Schwab U S Small Cap ETF
-$47.0K
23,986
-8%
减持
INTU
Intuit Inc
+$45.1K
6,281
-1%
减持
ACWX
iShares MSCI ACWI ex US ETF
-$39.7K
54,756
-2%
增持
UOVEY
United Overseas Bank
-$39.5K
23,716
+4%
增持
CNI
Canadian National Railway Co
+$39.0K
9,828
+1%
增持
ZURVY
Zurich Insurance Group-ADR
+$35.9K
21,383
+4%
增持
—
Wal-Mart De Mex Spons ADR
+$35.6K
30,192
+4%
增持
DEO
Diageo PLC
-$32.0K
9,995
+3%
增持
—
Idexx Laboratories
+$29.5K
6,293
+1%
减持
CAT
Caterpillar Inc
-$20.4K
3,258
-9%
减持
VUG
Vanguard Growth ETF
-$5.0K
780
-14%
