WEDGEWOOD PARTNERS INC
ST LOUIS MO · SEC CIK 0000859804
$4.84亿2026Q2 申报市值
18持仓数
71.8%前十大占比 · 第一大 10.4%
0 / 4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
AMZN 加仓+$846.89万
META 加仓+$600.81万
MSFT 加仓+$581.87万
PGR 加仓+$500.45万
CB 加仓+$482.25万
2026Q2 卖出最多 按季末市值估算
TSCO 清仓-$2,066.11万
CDW 清仓-$1,753.22万
ZTS 清仓-$1,342.17万
TSM 减仓-$1,139.19万
GOOGL 减仓-$1,017.22万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $5,038.31万 | 10.40% | 105,499 | -23,854 | -18.4% | -$1,139.19万 | 减仓 |
| GOOGL | ALPHABET INC | $4,547.06万 | 9.39% | 127,237 | -28,464 | -18.3% | -$1,017.22万 | 减仓 |
| META | META PLATFORMS INC | $4,307.55万 | 8.89% | 76,471 | 10,666 | 16.2% | $600.81万 | 加仓 |
| AAPL | APPLE INC | $3,781.42万 | 7.81% | 130,682 | -4,446 | -3.3% | -$128.65万 | 减仓 |
| MSFT | MICROSOFT CORP | $3,339.19万 | 6.89% | 89,518 | 15,599 | 21.1% | $581.87万 | 加仓 |
| AMZN | AMAZON COM INC | $3,228.08万 | 6.66% | 135,440 | 35,533 | 35.6% | $846.89万 | 加仓 |
| V | VISA INC | $3,059.93万 | 6.32% | 89,188 | 6,178 | 7.4% | $211.96万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $2,726.10万 | 5.63% | 65,643 | -2,298 | -3.4% | -$95.43万 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $2,388.83万 | 4.93% | 110,288 | -3,653 | -3.2% | -$79.12万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $2,376.84万 | 4.91% | 133,351 | -4,574 | -3.3% | -$81.53万 | 减仓 |
| PGR | PROGRESSIVE CORP | $2,321.27万 | 4.79% | 106,261 | 22,909 | 27.5% | $500.45万 | 加仓 |
| CB | CHUBB LIMITED | $2,318.35万 | 4.79% | 68,039 | 14,153 | 26.3% | $482.25万 | 加仓 |
| URI | UNITED RENTALS INC | $1,895.51万 | 3.91% | 16,732 | -8,460 | -33.6% | -$958.40万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $1,589.89万 | 3.28% | 172,645 | -5,752 | -3.2% | -$52.97万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $1,494.47万 | 3.08% | 165,208 | -5,761 | -3.4% | -$52.11万 | 减仓 |
| TOL | TOLL BROTHERS INC | $1,492.01万 | 3.08% | 90,562 | 2,287 | 2.6% | $37.68万 | 加仓 |
| SPGI | S&P GLOBAL INC | $1,276.30万 | 2.63% | 31,339 | -1,032 | -3.2% | -$42.03万 | 减仓 |
| CPRT | COPART INC | $1,262.20万 | 2.61% | 447,748 | -15,001 | -3.2% | -$42.29万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $0 | 0.00% | 0 | -456,094 | -100.0% | -$2,066.11万 | 清仓 |
| CDW | CDW CORP | $0 | 0.00% | 0 | -144,870 | -100.0% | -$1,753.22万 | 清仓 |
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -113,541 | -100.0% | -$1,342.17万 | 清仓 |
| IWF | ISHARES TR | $0 | 0.00% | 0 | -2,096 | -100.0% | -$22.34万 | 清仓 |