L. Roy Papp & Associates, LLP
Phoenix AZ · SEC CIK 0000809339
$8.67亿2026Q1 申报市值
184持仓数
40.3%前十大占比 · 第一大 6.6%
6 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SCHO 加仓+$719.44万
LIN 加仓+$279.76万
IGSB 加仓+$170.98万
JPM 加仓+$129.43万
RSP 加仓+$107.34万
2026Q1 卖出最多 按季末市值估算
GOOG 减仓-$342.74万
GOOGL 减仓-$240.77万
AAPL 减仓-$173.06万
TROW 减仓-$112.19万
RBC 减仓-$93.09万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| ROST | ROSS STORES INC | $86.65万 | 0.10% | 4,000 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC | $83.88万 | 0.10% | 3,356 | -20 | -0.6% | -$4,999 | 减仓 |
| VO | VANGUARD INDEX FDS | $83.72万 | 0.10% | 2,915 | 3 | 0.1% | $862 | 加仓 |
| SUB | ISHARES TR | $78.28万 | 0.09% | 7,350 | 2,000 | 37.4% | $21.30万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $77.55万 | 0.09% | 7,553 | -374 | -4.7% | -$3.84万 | 减仓 |
| — | HONEYWELL INTL INC | $74.66万 | 0.09% | 3,303 | 0 | 0.0% | — | 不变 |
| GWW | WW GRAINGER INC | $74.61万 | 0.09% | 684 | 186 | 37.3% | $20.29万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $71.58万 | 0.08% | 2,494 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $71.02万 | 0.08% | 9,815 | 0 | 0.0% | — | 不变 |
| GMF | SPDR INDEX SHS FDS | $70.11万 | 0.08% | 5,150 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $66.83万 | 0.08% | 26,063 | -2,658 | -9.3% | -$6.82万 | 减仓 |
| INTC | INTEL CORP | $66.00万 | 0.08% | 14,956 | 500 | 3.5% | $2.21万 | 加仓 |
| IWP | ISHARES TR | $65.26万 | 0.08% | 5,093 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $65.19万 | 0.08% | 998 | -70 | -6.6% | -$4.57万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $62.78万 | 0.07% | 3,174 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $59.21万 | 0.07% | 3,018 | -574 | -16.0% | -$11.26万 | 减仓 |
| MDT | MEDTRONIC PLC | $58.58万 | 0.07% | 6,761 | 27 | 0.4% | $2,340 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $58.30万 | 0.07% | 20,012 | -400 | -2.0% | -$1.17万 | 减仓 |
| WFC | WELLS FARGO & CO | $58.20万 | 0.07% | 7,310 | 0 | 0.0% | — | 不变 |
| FSLR | FIRST SOLAR INC | $57.50万 | 0.07% | 2,915 | 173 | 6.3% | $3.41万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $56.73万 | 0.07% | 832 | 400 | 92.6% | $27.28万 | 加仓 |
| POOL | POOL CORP | $53.35万 | 0.06% | 2,637 | -19 | -0.7% | -$3,844 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $52.11万 | 0.06% | 3,767 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $51.66万 | 0.06% | 2,510 | 63 | 2.6% | $1.30万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $51.51万 | 0.06% | 5,546 | 950 | 20.7% | $8.82万 | 加仓 |
| GE | GE AEROSPACE | $51.33万 | 0.06% | 1,809 | 37 | 2.1% | $1.05万 | 加仓 |
| QQQ | INVESCO QQQ TR | $51.25万 | 0.06% | 888 | -13 | -1.4% | -$7,503 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $50.05万 | 0.06% | 8,252 | 76 | 0.9% | $4,609 | 加仓 |
| VSDM | VANGUARD MUN BD FDS | $49.74万 | 0.06% | 6,520 | 6,520 | — | $49.74万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $48.02万 | 0.06% | 1,405 | -565 | -28.7% | -$19.31万 | 减仓 |
| QUAL | ISHARES TR | $47.20万 | 0.05% | 2,461 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $46.80万 | 0.05% | 11,400 | 2,100 | 22.6% | $8.62万 | 加仓 |
| GEV | GE VERNOVA INC | $46.35万 | 0.05% | 531 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $46.30万 | 0.05% | 3,126 | -65 | -2.0% | -$9,628 | 减仓 |
| JFLX | J P MORGAN EXCHANGE TRADED F | $45.99万 | 0.05% | 9,259 | 0 | 0.0% | — | 不变 |
| IQV | IQVIA HLDGS INC | $45.23万 | 0.05% | 2,652 | -207 | -7.2% | -$3.53万 | 减仓 |
| MTUM | ISHARES TR | $44.28万 | 0.05% | 1,845 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $44.18万 | 0.05% | 4,584 | 0 | 0.0% | — | 不变 |
| UMBF | UMB FINL CORP | $43.99万 | 0.05% | 3,900 | -130 | -3.2% | -$1.47万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $43.24万 | 0.05% | 8,668 | 0 | 0.0% | — | 不变 |
| FAD | FIRST TR EXCHANGE-TRADED ALP | $41.26万 | 0.05% | 2,596 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORP NEW | $40.88万 | 0.05% | 8,124 | -596 | -6.8% | -$3.00万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $38.57万 | 0.04% | 2,453 | -105 | -4.1% | -$1.65万 | 减仓 |
| PFE | PFIZER INC | $37.40万 | 0.04% | 13,318 | 115 | 0.9% | $3,229 | 加仓 |
| ANET | ARISTA NETWORKS INC | $36.96万 | 0.04% | 3,010 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $35.88万 | 0.04% | 2,740 | 250 | 10.0% | $3.27万 | 加仓 |
| SHM | SPDR SERIES TRUST | $33.86万 | 0.04% | 7,080 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $33.62万 | 0.04% | 2,105 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $32.91万 | 0.04% | 1,257 | -30 | -2.3% | -$7,855 | 减仓 |
| VOO | VANGUARD INDEX FDS | $32.48万 | 0.04% | 543 | -10 | -1.8% | -$5,981 | 减仓 |
| IDXX | IDEXX LABS INC | $32.03万 | 0.04% | 570 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $30.62万 | 0.04% | 1,262 | 157 | 14.2% | $3.81万 | 加仓 |
| IEV | ISHARES TR | $30.57万 | 0.04% | 4,500 | 0 | 0.0% | — | 不变 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $30.24万 | 0.03% | 3,260 | 0 | 0.0% | — | 不变 |
| EWJ | ISHARES INC | $30.02万 | 0.03% | 3,555 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $29.98万 | 0.03% | 1,269 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $29.72万 | 0.03% | 3,854 | 0 | 0.0% | — | 不变 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $29.28万 | 0.03% | 1,843 | 0 | 0.0% | — | 不变 |
| QYLD | GLOBAL X FDS | $28.48万 | 0.03% | 16,604 | 2,391 | 16.8% | $4.10万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $27.71万 | 0.03% | 1,077 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $26.82万 | 0.03% | 2,994 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $26.78万 | 0.03% | 1,232 | 7 | 0.6% | $1,521 | 加仓 |
| CINF | CINCINNATI FINL CORP | $26.56万 | 0.03% | 1,688 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $26.37万 | 0.03% | 8,595 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $26.25万 | 0.03% | 2,221 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $25.12万 | 0.03% | 1,379 | 1,379 | — | $25.12万 | 新建仓 |
| FISV | FISERV INC | $24.79万 | 0.03% | 4,442 | -5,575 | -55.7% | -$31.11万 | 减仓 |
| CRH | CRH PLC | $24.18万 | 0.03% | 2,300 | 0 | 0.0% | — | 不变 |
| NTRS | NORTHERN TR CORP | $24.06万 | 0.03% | 1,724 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $23.73万 | 0.03% | 2,525 | 3 | 0.1% | $282 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $23.73万 | 0.03% | 2,000 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC | $23.64万 | 0.03% | 70 | -5 | -6.7% | -$1.69万 | 减仓 |
| FUL | FULLER H B CO | $23.07万 | 0.03% | 3,740 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $23.00万 | 0.03% | 600 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $22.74万 | 0.03% | 917 | 0 | 0.0% | — | 不变 |
| RIO | RIO TINTO PLC | $21.97万 | 0.03% | 2,355 | -195 | -7.6% | -$1.82万 | 减仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $21.92万 | 0.03% | 2,004 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $21.35万 | 0.02% | 2,220 | 2,220 | — | $21.35万 | 新建仓 |
| XAR | SPDR SERIES TRUST | $20.90万 | 0.02% | 823 | -100 | -10.8% | -$2.54万 | 减仓 |
| ICLR | ICON PLC | $20.63万 | 0.02% | 1,864 | -1,685 | -47.5% | -$18.65万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $20.51万 | 0.02% | 706 | 706 | — | $20.51万 | 新建仓 |
| AEM | AGNICO EAGLE MINES LTD | $20.30万 | 0.02% | 1,000 | 1,000 | — | $20.30万 | 新建仓 |
| STRL | STERLING INFRASTRUCTURE INC | $20.24万 | 0.02% | 497 | 497 | — | $20.24万 | 新建仓 |
| — | ODYSSEY MARINE EXPL INC | $12.72万 | 0.01% | 152,461 | 0 | 0.0% | — | 不变 |
| STIP | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FHN | FIRST HORIZON CORPORATION | $0 | 0.00% | 0 | -23,341 | -100.0% | -$55.78万 | 清仓 |
| ITOT | ISHARES TR | $0 | 0.00% | 0 | -2,488 | -100.0% | -$36.99万 | 清仓 |
| UPS | UNITED PARCEL SERVICE INC | $0 | 0.00% | 0 | -2,880 | -100.0% | -$28.57万 | 清仓 |
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | -952 | -100.0% | -$23.07万 | 清仓 |
| BBSI | BARRETT BUSINESS SVCS INC | $0 | 0.00% | 0 | -5,630 | -100.0% | -$20.39万 | 清仓 |
| MELI | MERCADOLIBRE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |