L. Roy Papp & Associates, LLP
Phoenix AZ · SEC CIK 0000809339
$9.51亿2026Q2 申报市值
193持仓数
40.7%前十大占比 · 第一大 6.9%
14 / 7新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
JPM 加仓+$307.76万
LIN 加仓+$264.61万
MCD 加仓+$161.94万
WM 加仓+$126.08万
MSFT 加仓+$125.67万
2026Q2 卖出最多 按季末市值估算
MRVL 减仓-$331.88万
TROW 减仓-$321.61万
GOOG 减仓-$226.80万
CSCO 减仓-$164.44万
XLK 减仓-$156.23万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| POOL | POOL CORP | $0 | 0.00% | 0 | -2,637 | -100.0% | -$53.35万 | 清仓 |
| BDX | BECTON DICKINSON & CO | $0 | 0.00% | 0 | -2,453 | -100.0% | -$38.57万 | 清仓 |
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -2,221 | -100.0% | -$26.25万 | 清仓 |
| FISV | FISERV INC | $0 | 0.00% | 0 | -4,442 | -100.0% | -$24.79万 | 清仓 |
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -2,220 | -100.0% | -$21.35万 | 清仓 |
| ICLR | ICON PLC | $0 | 0.00% | 0 | -1,864 | -100.0% | -$20.63万 | 清仓 |
| AEM | AGNICO EAGLE MINES LTD | $0 | 0.00% | 0 | -1,000 | -100.0% | -$20.30万 | 清仓 |
| — | ODYSSEY MARINE EXPL INC | $12.97万 | 0.01% | 152,461 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $20.14万 | 0.02% | 410 | 410 | — | $20.14万 | 新建仓 |
| SUPN | INDIVIOR PHARMACEUTICALS INC | $20.52万 | 0.02% | 5,000 | 5,000 | — | $20.52万 | 新建仓 |
| HCI | HCI GROUP INC | $20.68万 | 0.02% | 1,180 | 1,180 | — | $20.68万 | 新建仓 |
| ETN | EATON CORP PLC | $20.71万 | 0.02% | 486 | 486 | — | $20.71万 | 新建仓 |
| SOXQ | INVESCO EXCH TRADED FD TR II | $20.74万 | 0.02% | 1,850 | 1,850 | — | $20.74万 | 新建仓 |
| KMB | KIMBERLY-CLARK CORP | $20.77万 | 0.02% | 1,892 | 1,892 | — | $20.77万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $20.84万 | 0.02% | 611 | 611 | — | $20.84万 | 新建仓 |
| BNY | BANK OF NY MELLON CORP | $21.69万 | 0.02% | 1,500 | -500 | -25.0% | -$7.23万 | 减仓 |
| FUL | FULLER H B CO | $21.80万 | 0.02% | 3,740 | 0 | 0.0% | — | 不变 |
| RIO | RIO TINTO PLC | $22.36万 | 0.02% | 2,355 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC | $22.37万 | 0.02% | 70 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $22.93万 | 0.02% | 607 | 607 | — | $22.93万 | 新建仓 |
| PSX | PHILLIPS 66 | $23.31万 | 0.02% | 1,379 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $23.32万 | 0.02% | 2,528 | 3 | 0.1% | $277 | 加仓 |
| XAR | SPDR SERIES TRUST | $23.36万 | 0.02% | 823 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $24.59万 | 0.03% | 515 | 515 | — | $24.59万 | 新建仓 |
| CRH | CRH PLC | $24.61万 | 0.03% | 2,300 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC | $24.61万 | 0.03% | 145 | 45 | 45.0% | $7.64万 | 重新持有 |
| XNTK | SPDR SERIES TRUST | $24.90万 | 0.03% | 637 | 637 | — | $24.90万 | 新建仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $26.97万 | 0.03% | 2,004 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $27.25万 | 0.03% | 8,595 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $27.43万 | 0.03% | 2,684 | -310 | -10.4% | -$3.17万 | 减仓 |
| LOW | LOWES COS INC | $27.98万 | 0.03% | 1,269 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $29.49万 | 0.03% | 1,006 | 300 | 42.5% | $8.80万 | 加仓 |
| NTRS | NORTHERN TR CORP | $29.97万 | 0.03% | 1,724 | 0 | 0.0% | — | 不变 |
| QYLD | GLOBAL X FDS | $29.99万 | 0.03% | 16,274 | -330 | -2.0% | -$6,082 | 减仓 |
| IDXX | IDEXX LABS INC | $30.01万 | 0.03% | 570 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $30.08万 | 0.03% | 1,238 | 6 | 0.5% | $1,458 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $30.62万 | 0.03% | 3,260 | 0 | 0.0% | — | 不变 |
| CINF | CINCINNATI FINL CORP | $31.25万 | 0.03% | 1,688 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $31.49万 | 0.03% | 13,078 | -240 | -1.8% | -$5,779 | 减仓 |
| TJX | TJX COS INC NEW | $31.89万 | 0.03% | 2,105 | 0 | 0.0% | — | 不变 |
| IEV | ISHARES TR | $32.78万 | 0.03% | 4,500 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $32.99万 | 0.03% | 1,077 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $33.13万 | 0.03% | 3,875 | 21 | 0.5% | $1,795 | 加仓 |
| EWJ | ISHARES INC | $33.16万 | 0.03% | 3,555 | 0 | 0.0% | — | 不变 |
| SHM | SPDR SERIES TRUST | $33.96万 | 0.04% | 7,080 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $34.33万 | 0.04% | 1,262 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $34.68万 | 0.04% | 2,740 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $35.38万 | 0.04% | 609 | 609 | — | $35.38万 | 新建仓 |
| DVN | DEVON ENERGY CORP NEW | $35.84万 | 0.04% | 8,673 | 549 | 6.8% | $2.27万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $36.43万 | 0.04% | 1,648 | 1,648 | — | $36.43万 | 新建仓 |
| STRL | STERLING INFRASTRUCTURE INC | $36.60万 | 0.04% | 436 | -61 | -12.3% | -$5.12万 | 减仓 |
| HON | HONEYWELL INTL INC | $36.98万 | 0.04% | 1,652 | -1,651 | -50.0% | -$36.95万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $37.41万 | 0.04% | 545 | 2 | 0.4% | $1,373 | 加仓 |
| VB | VANGUARD INDEX FDS | $38.11万 | 0.04% | 1,257 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $39.35万 | 0.04% | 600 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $39.98万 | 0.04% | 4,154 | -430 | -9.4% | -$4.14万 | 减仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $40.03万 | 0.04% | 1,843 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $43.07万 | 0.05% | 846 | 14 | 1.7% | $7,127 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $43.84万 | 0.05% | 8,668 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $44.47万 | 0.05% | 1,480 | 563 | 61.4% | $16.92万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $45.96万 | 0.05% | 2,908 | -218 | -7.0% | -$3.45万 | 减仓 |
| JFLX | J P MORGAN EXCHANGE TRADED F | $46.67万 | 0.05% | 9,259 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $47.55万 | 0.05% | 8,252 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $47.90万 | 0.05% | 5,457 | -89 | -1.6% | -$7,812 | 减仓 |
| IQV | IQVIA HLDGS INC | $49.04万 | 0.05% | 2,538 | -114 | -4.3% | -$2.20万 | 减仓 |
| VSDM | VANGUARD MUN BD FDS | $49.96万 | 0.05% | 6,520 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $50.74万 | 0.05% | 6,486 | -275 | -4.1% | -$2.15万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $51.13万 | 0.05% | 3,010 | 0 | 0.0% | — | 不变 |
| FAD | FIRST TR EXCHANGE-TRADED ALP | $51.91万 | 0.05% | 2,596 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $54.00万 | 0.06% | 2,461 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $54.18万 | 0.06% | 11,400 | 0 | 0.0% | — | 不变 |
| WDFC | WD 40 CO | $54.33万 | 0.06% | 2,230 | 2,230 | — | $54.33万 | 新建仓 |
| KR | KROGER CO | $54.50万 | 0.06% | 9,815 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $55.61万 | 0.06% | 2,552 | -466 | -15.4% | -$10.15万 | 减仓 |
| UMBF | UMB FINL CORP | $55.68万 | 0.06% | 3,900 | 0 | 0.0% | — | 不变 |
| FANG | DIAMONDBACK ENERGY INC | $55.79万 | 0.06% | 3,174 | 0 | 0.0% | — | 不变 |
| AGYS | AGILYSYS INC | $56.90万 | 0.06% | 5,445 | 5,445 | — | $56.90万 | 新建仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $59.14万 | 0.06% | 3,768 | 1 | 0.0% | $157 | 加仓 |
| WFC | WELLS FARGO & CO | $60.41万 | 0.06% | 7,310 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $61.82万 | 0.06% | 2,511 | 1 | 0.0% | $246 | 加仓 |
| MTUM | ISHARES TR | $63.25万 | 0.07% | 1,845 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $64.85万 | 0.07% | 552 | 21 | 4.0% | $2.47万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $65.69万 | 0.07% | 7,239 | -314 | -4.2% | -$2.85万 | 减仓 |
| QQQ | INVESCO QQQ TR | $67.60万 | 0.07% | 918 | 30 | 3.4% | $2.21万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $67.72万 | 0.07% | 20,012 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $68.73万 | 0.07% | 1,839 | 30 | 1.7% | $1.12万 | 加仓 |
| IWP | ISHARES TR | $74.59万 | 0.08% | 5,095 | 2 | 0.0% | $293 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $74.81万 | 0.08% | 2,378 | -116 | -4.7% | -$3.65万 | 减仓 |
| FSLR | FIRST SOLAR INC | $75.08万 | 0.08% | 3,182 | 267 | 9.2% | $6.30万 | 加仓 |
| GLD | SPDR GOLD TR | $75.70万 | 0.08% | 2,055 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $75.81万 | 0.08% | 25,758 | -305 | -1.2% | -$8,976 | 减仓 |
| SUB | ISHARES TR | $78.26万 | 0.08% | 7,350 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $78.56万 | 0.08% | 1,049 | 51 | 5.1% | $3.82万 | 加仓 |
| ORCL | ORACLE CORP | $80.02万 | 0.08% | 5,460 | -2,446 | -30.9% | -$35.85万 | 减仓 |
| GMF | SPDR INDEX SHS FDS | $80.84万 | 0.08% | 5,150 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX CO DEL | $83.19万 | 0.09% | 8,716 | -4,971 | -36.3% | -$47.44万 | 减仓 |
| CSGP | COSTAR GROUP INC | $84.93万 | 0.09% | 29,990 | -2,899 | -8.8% | -$8.21万 | 减仓 |
| ROST | ROSS STORES INC | $85.14万 | 0.09% | 4,000 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $86.74万 | 0.09% | 10,975 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC | $87.88万 | 0.09% | 3,259 | -97 | -2.9% | -$2.62万 | 减仓 |