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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $5,764.18万 | 6.65% | 227,124 | -6,819 | -2.9% | -$173.06万 | 减仓 |
| GOOG | ALPHABET INC | $4,480.80万 | 5.17% | 156,202 | -11,948 | -7.1% | -$342.74万 | 减仓 |
| MSFT | MICROSOFT CORP | $4,339.16万 | 5.00% | 117,221 | -68 | -0.1% | -$2.52万 | 减仓 |
| BLK | BLACKROCK INC | $3,463.79万 | 3.99% | 36,017 | -425 | -1.2% | -$40.87万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $3,072.68万 | 3.54% | 332,865 | -9,382 | -2.7% | -$86.61万 | 减仓 |
| V | VISA INC | $3,057.71万 | 3.53% | 101,168 | -251 | -0.2% | -$7.59万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $2,864.91万 | 3.30% | 117,203 | -1,155 | -1.0% | -$28.23万 | 减仓 |
| GOOGL | ALPHABET INC | $2,822.06万 | 3.25% | 98,138 | -8,373 | -7.9% | -$240.77万 | 减仓 |
| EOG | EOG RES INC | $2,601.69万 | 3.00% | 179,961 | -2,857 | -1.6% | -$41.30万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $2,497.05万 | 2.88% | 50,802 | -714 | -1.4% | -$35.09万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $2,375.50万 | 2.74% | 23,840 | -790 | -3.2% | -$78.72万 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $2,302.64万 | 2.65% | 160,765 | -2,276 | -1.4% | -$32.60万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $2,209.92万 | 2.55% | 111,449 | -1,067 | -0.9% | -$21.16万 | 减仓 |
| SYK | STRYKER CORPORATION | $2,153.82万 | 2.48% | 65,547 | 866 | 1.3% | $28.46万 | 加仓 |
| HD | HOME DEPOT INC | $2,044.15万 | 2.36% | 62,153 | 142 | 0.2% | $4.67万 | 加仓 |
| XBI | SPDR SERIES TRUST | $1,706.46万 | 1.97% | 133,599 | -2,630 | -1.9% | -$33.59万 | 减仓 |
| — | EXXON MOBIL CORP | $1,528.69万 | 1.76% | 90,103 | 142 | 0.2% | $2.41万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,352.52万 | 1.56% | 70,473 | 5,593 | 8.6% | $107.34万 | 加仓 |
| CNI | CANADIAN NATL RY CO | $1,351.41万 | 1.56% | 131,499 | -225 | -0.2% | -$2.31万 | 减仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $1,317.95万 | 1.52% | 10,450 | -185 | -1.7% | -$23.33万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $1,263.69万 | 1.46% | 25,291 | -180 | -0.7% | -$8.99万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $1,216.47万 | 1.40% | 122,813 | 1,974 | 1.6% | $19.55万 | 加仓 |
| ADI | ANALOG DEVICES INC | $1,170.41万 | 1.35% | 36,789 | -1,820 | -4.7% | -$57.90万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $1,146.71万 | 1.32% | 472,480 | 296,433 | 168.4% | $719.44万 | 加仓 |
| AME | AMETEK INC | $1,001.43万 | 1.15% | 46,717 | 1,346 | 3.0% | $28.85万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $956.90万 | 1.10% | 66,249 | 26 | 0.0% | $3,755 | 加仓 |
| ECL | ECOLAB INC | $937.84万 | 1.08% | 35,254 | -1,212 | -3.3% | -$32.24万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $905.98万 | 1.04% | 30,799 | 4,400 | 16.7% | $129.43万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $842.09万 | 0.97% | 63,362 | 1,260 | 2.0% | $16.75万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $803.04万 | 0.93% | 22,376 | -92 | -0.4% | -$3.30万 | 减仓 |
| CVX | CHEVRON CORPORATION | $768.95万 | 0.89% | 37,165 | 162 | 0.4% | $3.35万 | 加仓 |
| PEP | PEPSICO INC | $758.17万 | 0.87% | 48,823 | -441 | -0.9% | -$6.85万 | 减仓 |
| USMV | ISHARES TR | $732.46万 | 0.84% | 78,980 | -104 | -0.1% | -$9,645 | 减仓 |
| EMR | EMERSON ELEC CO | $711.16万 | 0.82% | 54,279 | 76 | 0.1% | $9,958 | 加仓 |
| NVDA | NVIDIA CORPORATION | $672.59万 | 0.78% | 38,566 | -65 | -0.2% | -$1.13万 | 减仓 |
| WY | WEYERHAEUSER CO | $666.74万 | 0.77% | 272,920 | 0 | 0.0% | — | 不变 |
| VMI | VALMONT INDS INC | $597.40万 | 0.69% | 14,951 | 445 | 3.1% | $17.78万 | 加仓 |
| RBC | RBC BEARINGS INC | $567.94万 | 0.65% | 10,457 | -1,714 | -14.1% | -$93.09万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $553.57万 | 0.64% | 11,552 | 255 | 2.3% | $12.22万 | 加仓 |
| IGSB | ISHARES TR | $526.31万 | 0.61% | 100,135 | 32,530 | 48.1% | $170.98万 | 加仓 |
| TRMB | TRIMBLE INC | $508.74万 | 0.59% | 77,991 | 190 | 0.2% | $1.24万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $502.84万 | 0.58% | 55,784 | -12,446 | -18.2% | -$112.19万 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $441.48万 | 0.51% | 27,178 | 0 | 0.0% | — | 不变 |
| RMD | RESMED INC | $405.61万 | 0.47% | 18,069 | 1,569 | 9.5% | $35.22万 | 加仓 |
| LIN | LINDE PLC | $402.21万 | 0.46% | 8,113 | 5,643 | 228.5% | $279.76万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $384.43万 | 0.44% | 19,528 | -970 | -4.7% | -$19.10万 | 减仓 |
| CAT | CATERPILLAR INC | $362.52万 | 0.42% | 5,117 | -1 | -0.0% | -$708 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $360.13万 | 0.42% | 16,745 | 87 | 0.5% | $1.87万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $348.86万 | 0.40% | 138,988 | -3,371 | -2.4% | -$8.46万 | 减仓 |
| FDS | FACTSET RESH SYS INC | $333.75万 | 0.38% | 15,381 | -2,193 | -12.5% | -$47.59万 | 减仓 |
| INTU | INTUIT | $331.91万 | 0.38% | 7,676 | -448 | -5.5% | -$19.37万 | 减仓 |
| WM | WASTE MGMT INC DEL | $305.90万 | 0.35% | 13,312 | 100 | 0.8% | $2.30万 | 加仓 |
| VGT | VANGUARD WORLD FD | $305.18万 | 0.35% | 4,374 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $295.21万 | 0.34% | 15,304 | 1,282 | 9.1% | $24.73万 | 加仓 |
| MCD | MCDONALDS CORP | $282.76万 | 0.33% | 9,098 | 935 | 11.5% | $29.06万 | 加仓 |
| AMZN | AMAZON COM INC | $266.56万 | 0.31% | 12,799 | 48 | 0.4% | $9,997 | 加仓 |
| VUG | VANGUARD INDEX FDS | $257.61万 | 0.30% | 5,898 | -144 | -2.4% | -$6.29万 | 减仓 |
| IEX | IDEX CORP | $251.89万 | 0.29% | 13,289 | -120 | -0.9% | -$2.27万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $247.78万 | 0.29% | 7,724 | -270 | -3.4% | -$8.66万 | 减仓 |
| CSCO | CISCO SYS INC | $239.71万 | 0.28% | 30,895 | 100 | 0.3% | $7,759 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $234.07万 | 0.27% | 61,858 | 13 | 0.0% | $492 | 加仓 |
| KO | COCA COLA CO | $228.41万 | 0.26% | 30,035 | 1,055 | 3.6% | $8.02万 | 加仓 |
| AMGN | AMGEN INC | $227.19万 | 0.26% | 6,457 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO | $215.57万 | 0.25% | 6,725 | -235 | -3.4% | -$7.53万 | 减仓 |
| WMT | WALMART INC | $213.12万 | 0.25% | 17,148 | 127 | 0.7% | $1.58万 | 加仓 |
| PR | PERMIAN RESOURCES CORP | $207.86万 | 0.24% | 97,495 | 1,290 | 1.3% | $2.75万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $195.09万 | 0.22% | 9,602 | 0 | 0.0% | — | 不变 |
| YETI | YETI HLDGS INC | $194.29万 | 0.22% | 53,100 | 5 | 0.0% | $183 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $191.68万 | 0.22% | 20,540 | -180 | -0.9% | -$1.68万 | 减仓 |
| MKC | MCCORMICK & CO INC | $188.66万 | 0.22% | 37,402 | -640 | -1.7% | -$3.23万 | 减仓 |
| PEGA | PEGASYSTEMS INC | $187.57万 | 0.22% | 44,073 | -370 | -0.8% | -$1.57万 | 减仓 |
| ADBE | ADOBE INC | $186.64万 | 0.22% | 7,678 | -85 | -1.1% | -$2.07万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $185.64万 | 0.21% | 30,303 | 415 | 1.4% | $2.54万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $181.25万 | 0.21% | 28,052 | 33 | 0.1% | $2,132 | 加仓 |
| SLAB | SILICON LABORATORIES INC | $178.49万 | 0.21% | 8,575 | -75 | -0.9% | -$1.56万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $173.31万 | 0.20% | 34,697 | 0 | 0.0% | — | 不变 |
| TECH | BIO-TECHNE CORP | $171.10万 | 0.20% | 32,741 | 14 | 0.0% | $732 | 加仓 |
| SYY | SYSCO CORP | $170.91万 | 0.20% | 23,960 | -172 | -0.7% | -$1.23万 | 减仓 |
| ABBV | ABBVIE INC | $165.55万 | 0.19% | 7,612 | 113 | 1.5% | $2.46万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $144.54万 | 0.17% | 4,779 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP | $142.72万 | 0.16% | 11,277 | 405 | 3.7% | $5.13万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $141.85万 | 0.16% | 16,643 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX CO DEL | $141.84万 | 0.16% | 13,687 | 71 | 0.5% | $7,358 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $140.09万 | 0.16% | 2,154 | 171 | 8.6% | $11.12万 | 加仓 |
| LLY | ELI LILLY & CO | $139.53万 | 0.16% | 1,517 | 0 | 0.0% | — | 不变 |
| CSGP | COSTAR GROUP INC | $132.67万 | 0.15% | 32,889 | -365 | -1.1% | -$1.47万 | 减仓 |
| NKE | NIKE INC | $130.61万 | 0.15% | 24,728 | -4,144 | -14.4% | -$21.89万 | 减仓 |
| SLV | ISHARES SILVER TR | $129.47万 | 0.15% | 19,000 | 0 | 0.0% | — | 不变 |
| DT | DYNATRACE INC | $127.12万 | 0.15% | 34,375 | 4,740 | 16.0% | $17.53万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $124.66万 | 0.14% | 5,143 | 21 | 0.4% | $5,090 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $120.02万 | 0.14% | 35,794 | 380 | 1.1% | $1.27万 | 加仓 |
| EGP | EASTGROUP PPTYS INC | $118.05万 | 0.14% | 6,378 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $116.31万 | 0.13% | 7,906 | -515 | -6.1% | -$7.58万 | 减仓 |
| SNPS | SYNOPSYS INC | $112.40万 | 0.13% | 2,835 | -25 | -0.9% | -$9,912 | 减仓 |
| MRK | MERCK & CO INC | $106.16万 | 0.12% | 8,826 | 52 | 0.6% | $6,255 | 加仓 |
| META | META PLATFORMS INC | $97.90万 | 0.11% | 1,711 | 0 | 0.0% | — | 不变 |
| VVV | VALVOLINE INC | $96.93万 | 0.11% | 28,780 | -255 | -0.9% | -$8,588 | 减仓 |
| TSLA | TESLA INC | $91.00万 | 0.10% | 2,448 | 10 | 0.4% | $3,718 | 加仓 |
| GLD | SPDR GOLD TR | $88.42万 | 0.10% | 2,055 | 17 | 0.8% | $7,315 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $87.00万 | 0.10% | 10,975 | -925 | -7.8% | -$7.33万 | 减仓 |