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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $6,540.74万 | 6.88% | 226,042 | -1,082 | -0.5% | -$31.31万 | 减仓 |
| GOOG | ALPHABET INC | $5,292.27万 | 5.56% | 149,783 | -6,419 | -4.1% | -$226.80万 | 减仓 |
| MSFT | MICROSOFT CORP | $4,498.24万 | 4.73% | 120,590 | 3,369 | 2.9% | $125.67万 | 加仓 |
| V | VISA INC | $3,541.96万 | 3.72% | 103,237 | 2,069 | 2.0% | $70.99万 | 加仓 |
| BLK | BLACKROCK INC | $3,511.12万 | 3.69% | 36,515 | 498 | 1.4% | $47.89万 | 加仓 |
| GOOGL | ALPHABET INC | $3,371.96万 | 3.54% | 94,355 | -3,783 | -3.9% | -$135.19万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $3,326.59万 | 3.50% | 111,672 | -11,141 | -9.1% | -$331.88万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $3,060.41万 | 3.22% | 332,328 | -537 | -0.2% | -$4.95万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $3,013.28万 | 3.17% | 118,647 | 1,444 | 1.2% | $36.67万 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $2,602.55万 | 2.74% | 159,685 | -1,080 | -0.7% | -$17.60万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $2,582.44万 | 2.71% | 51,509 | 707 | 1.4% | $35.45万 | 加仓 |
| EOG | EOG RES INC | $2,322.39万 | 2.44% | 179,017 | -944 | -0.5% | -$12.25万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $2,225.89万 | 2.34% | 23,794 | -46 | -0.2% | -$4.30万 | 减仓 |
| HD | HOME DEPOT INC | $2,201.12万 | 2.31% | 62,411 | 258 | 0.4% | $9.10万 | 加仓 |
| SYK | STRYKER CORPORATION | $2,158.85万 | 2.27% | 68,570 | 3,023 | 4.6% | $95.18万 | 加仓 |
| XBI | SPDR SERIES TRUST | $2,123.42万 | 2.23% | 134,181 | 582 | 0.4% | $9.21万 | 加仓 |
| CNI | CANADIAN NATL RY CO | $1,593.21万 | 1.67% | 133,614 | 2,115 | 1.6% | $25.22万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,549.63万 | 1.63% | 72,831 | 2,358 | 3.3% | $50.17万 | 加仓 |
| ADI | ANALOG DEVICES INC | $1,493.80万 | 1.57% | 37,611 | 822 | 2.2% | $32.65万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $1,343.34万 | 1.41% | 107,951 | -3,498 | -3.1% | -$43.53万 | 减仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $1,326.44万 | 1.39% | 10,383 | -67 | -0.6% | -$8.56万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,315.90万 | 1.38% | 40,201 | 9,402 | 30.5% | $307.76万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $1,299.92万 | 1.37% | 25,310 | 19 | 0.1% | $9,758 | 加仓 |
| — | EXXON MOBIL CORP | $1,146.48万 | 1.21% | 83,856 | -6,247 | -6.9% | -$85.41万 | 减仓 |
| AME | AMETEK INC | $1,146.41万 | 1.20% | 47,384 | 667 | 1.4% | $16.14万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $1,134.20万 | 1.19% | 22,910 | 534 | 2.4% | $26.44万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $1,128.16万 | 1.19% | 467,341 | -5,139 | -1.1% | -$12.41万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $1,050.96万 | 1.10% | 55,162 | -8,200 | -12.9% | -$156.23万 | 减仓 |
| ECL | ECOLAB INC | $1,001.79万 | 1.05% | 35,957 | 703 | 2.0% | $19.59万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $983.75万 | 1.03% | 67,086 | 837 | 1.3% | $12.27万 | 加仓 |
| VMI | VALMONT INDS INC | $852.94万 | 0.90% | 14,767 | -184 | -1.2% | -$10.63万 | 减仓 |
| EMR | EMERSON ELEC CO | $779.35万 | 0.82% | 54,443 | 164 | 0.3% | $2.35万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $772.78万 | 0.81% | 38,622 | 56 | 0.1% | $1.12万 | 加仓 |
| USMV | ISHARES TR | $745.63万 | 0.78% | 77,300 | -1,680 | -2.1% | -$16.21万 | 减仓 |
| LIN | LINDE PLC | $685.62万 | 0.72% | 13,212 | 5,099 | 62.8% | $264.61万 | 加仓 |
| PEP | PEPSICO INC | $670.96万 | 0.71% | 49,554 | 731 | 1.5% | $9.90万 | 加仓 |
| WY | WEYERHAEUSER CO | $653.37万 | 0.69% | 272,920 | 0 | 0.0% | — | 不变 |
| RBC | RBC BEARINGS INC | $642.00万 | 0.67% | 9,968 | -489 | -4.7% | -$31.49万 | 减仓 |
| CVX | CHEVRON CORPORATION | $611.61万 | 0.64% | 36,897 | -268 | -0.7% | -$4.44万 | 减仓 |
| IGSB | ISHARES TR | $585.81万 | 0.62% | 111,774 | 11,639 | 11.6% | $61.00万 | 加仓 |
| CAT | CATERPILLAR INC | $573.66万 | 0.60% | 5,387 | 270 | 5.3% | $28.75万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $568.29万 | 0.60% | 11,357 | -195 | -1.7% | -$9.76万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $563.18万 | 0.59% | 20,040 | 512 | 2.6% | $14.39万 | 加仓 |
| WCN | WASTE CONNECTIONS INC | $453.03万 | 0.48% | 27,178 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $422.78万 | 0.44% | 18,969 | 5,657 | 42.5% | $126.08万 | 加仓 |
| VGT | VANGUARD WORLD FD | $418.22万 | 0.44% | 34,992 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $407.87万 | 0.43% | 15,089 | 5,991 | 65.8% | $161.94万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $402.76万 | 0.42% | 139,075 | 87 | 0.1% | $2,520 | 加仓 |
| TRMB | TRIMBLE INC | $389.37万 | 0.41% | 76,078 | -1,913 | -2.5% | -$9.79万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $385.58万 | 0.41% | 16,295 | -450 | -2.7% | -$10.65万 | 减仓 |
| FDS | FACTSET RESH SYS INC | $342.73万 | 0.36% | 14,896 | -485 | -3.2% | -$11.16万 | 减仓 |
| RMD | RESMED INC | $323.15万 | 0.34% | 16,582 | -1,487 | -8.2% | -$28.98万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $312.60万 | 0.33% | 27,496 | -28,288 | -50.7% | -$321.61万 | 减仓 |
| RTX | RTX CORPORATION | $308.35万 | 0.32% | 16,252 | 948 | 6.2% | $17.99万 | 加仓 |
| AMZN | AMAZON COM INC | $306.15万 | 0.32% | 12,845 | 46 | 0.4% | $1.10万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $300.45万 | 0.32% | 34,879 | -509 | -1.4% | -$4.38万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $283.79万 | 0.30% | 7,669 | -55 | -0.7% | -$2.04万 | 减仓 |
| IEX | IDEX CORP | $274.04万 | 0.29% | 12,075 | -1,214 | -9.1% | -$27.55万 | 减仓 |
| TECH | BIO-TECHNE CORP | $273.06万 | 0.29% | 38,650 | 5,909 | 18.0% | $41.75万 | 加仓 |
| YETI | YETI HLDGS INC | $261.65万 | 0.28% | 52,795 | -305 | -0.6% | -$1.51万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $247.85万 | 0.26% | 27,177 | -875 | -3.1% | -$7.98万 | 减仓 |
| KO | COCA COLA CO | $244.21万 | 0.26% | 30,049 | 14 | 0.0% | $1,138 | 加仓 |
| AMGN | AMGEN INC | $233.50万 | 0.25% | 6,448 | -9 | -0.1% | -$3,259 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $231.56万 | 0.24% | 6,725 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $227.39万 | 0.24% | 61,858 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $221.53万 | 0.23% | 1,847 | 330 | 21.8% | $39.58万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $215.04万 | 0.23% | 9,602 | 0 | 0.0% | — | 不变 |
| GWW | WW GRAINGER INC | $214.26万 | 0.23% | 1,575 | 891 | 130.3% | $121.21万 | 加仓 |
| INTC | INTEL CORP | $208.83万 | 0.22% | 14,956 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $200.32万 | 0.21% | 23,968 | 8 | 0.0% | $669 | 加仓 |
| INTU | INTUIT | $198.58万 | 0.21% | 7,608 | -68 | -0.9% | -$1.77万 | 减仓 |
| CSCO | CISCO SYS INC | $198.45万 | 0.21% | 16,895 | -14,000 | -45.3% | -$164.44万 | 减仓 |
| ABBV | ABBVIE INC | $190.77万 | 0.20% | 7,581 | -31 | -0.4% | -$7,801 | 减仓 |
| WMT | WALMART INC | $187.99万 | 0.20% | 16,598 | -550 | -3.2% | -$6.23万 | 减仓 |
| PR | PERMIAN RESOURCES CORP | $187.63万 | 0.20% | 101,918 | 4,423 | 4.5% | $8.14万 | 加仓 |
| STT | STATE STR CORP | $187.02万 | 0.20% | 11,027 | -250 | -2.2% | -$4.24万 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC | $180.76万 | 0.19% | 18,658 | -1,882 | -9.2% | -$18.23万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $174.28万 | 0.18% | 34,697 | 0 | 0.0% | — | 不变 |
| SLAB | SILICON LABORATORIES INC | $170.67万 | 0.18% | 7,809 | -766 | -8.9% | -$16.74万 | 减仓 |
| MKC | MCCORMICK & CO INC | $169.76万 | 0.18% | 33,670 | -3,732 | -10.0% | -$18.82万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $166.62万 | 0.18% | 31,373 | 1,070 | 3.5% | $5.68万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $161.64万 | 0.17% | 4,779 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $159.26万 | 0.17% | 2,133 | -21 | -1.0% | -$1.57万 | 减仓 |
| ADBE | ADOBE INC | $157.41万 | 0.17% | 7,678 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $152.31万 | 0.16% | 16,613 | -30 | -0.2% | -$2,750 | 减仓 |
| DT | DYNATRACE INC | $140.71万 | 0.15% | 32,046 | -2,329 | -6.8% | -$10.23万 | 减仓 |
| EGP | EASTGROUP PPTYS INC | $129.17万 | 0.14% | 6,378 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $127.05万 | 0.13% | 4,518 | -625 | -12.2% | -$17.58万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $123.86万 | 0.13% | 38,743 | 2,949 | 8.2% | $9.43万 | 加仓 |
| PEGA | PEGASYSTEMS INC | $121.00万 | 0.13% | 40,375 | -3,698 | -8.4% | -$11.08万 | 减仓 |
| SNPS | SYNOPSYS INC | $115.00万 | 0.12% | 2,578 | -257 | -9.1% | -$11.46万 | 减仓 |
| MRK | MERCK & CO INC | $108.67万 | 0.11% | 8,457 | -369 | -4.2% | -$4.74万 | 减仓 |
| VVV | VALVOLINE INC | $103.41万 | 0.11% | 26,154 | -2,626 | -9.1% | -$10.38万 | 减仓 |
| TSLA | TESLA INC | $101.74万 | 0.11% | 2,419 | -29 | -1.2% | -$1.22万 | 减仓 |
| SLV | ISHARES SILVER TR | $101.59万 | 0.11% | 19,000 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $96.39万 | 0.10% | 1,711 | 0 | 0.0% | — | 不变 |
| STIP | ISHARES TR | $96.03万 | 0.10% | 9,400 | 0 | 0.0% | — | 重新持有 |
| VO | VANGUARD INDEX FDS | $95.23万 | 0.10% | 11,820 | 160 | 1.4% | $1.29万 | 加仓 |
| NKE | NIKE INC | $94.72万 | 0.10% | 23,074 | -1,654 | -6.7% | -$6.79万 | 减仓 |
| AMAT | APPLIED MATLS INC | $90.74万 | 0.10% | 1,255 | -150 | -10.7% | -$10.85万 | 减仓 |