WEDGEWOOD PARTNERS INC
ST LOUIS MO · SEC CIK 0000859804
$4.84亿2026Q1 申报市值
22持仓数
63.7%前十大占比 · 第一大 9.2%
2 / 1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
PGR 新建仓+$1,652.37万
TOL 新建仓+$1,204.69万
AMZN 加仓+$867.26万
ZTS 加仓+$104.50万
2026Q1 卖出最多 按季末市值估算
TSM 减仓-$1,869.14万
PYPL 清仓-$1,260.42万
IWF 减仓-$490.15万
GOOGL 减仓-$236.14万
AAPL 减仓-$197.75万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | $4,477.32万 | 9.25% | 155,701 | -8,212 | -5.0% | -$236.14万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $4,371.49万 | 9.03% | 129,353 | -55,308 | -30.0% | -$1,869.14万 | 减仓 |
| META | META PLATFORMS INC | $3,764.91万 | 7.77% | 65,805 | -3,330 | -4.8% | -$190.52万 | 减仓 |
| AAPL | APPLE INC | $3,429.41万 | 7.08% | 135,128 | -7,792 | -5.5% | -$197.75万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $2,948.43万 | 6.09% | 67,941 | -3,783 | -5.3% | -$164.17万 | 减仓 |
| MSFT | MICROSOFT CORP | $2,736.27万 | 5.65% | 73,919 | -3,577 | -4.6% | -$132.41万 | 减仓 |
| V | VISA INC | $2,508.90万 | 5.18% | 83,010 | -4,141 | -4.8% | -$125.16万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $2,322.98万 | 4.80% | 5,517 | -300 | -5.2% | -$126.32万 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $2,226.42万 | 4.60% | 113,941 | -6,110 | -5.1% | -$119.39万 | 减仓 |
| AMZN | AMAZON COM INC | $2,080.76万 | 4.30% | 99,907 | 41,641 | 71.5% | $867.26万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $2,066.11万 | 4.27% | 456,094 | -24,929 | -5.2% | -$112.93万 | 减仓 |
| URI | UNITED RENTALS INC | $1,835.35万 | 3.79% | 25,192 | -1,322 | -5.0% | -$96.31万 | 减仓 |
| CB | CHUBB LTD SWITZ | $1,756.32万 | 3.63% | 53,886 | -2,640 | -4.7% | -$86.05万 | 减仓 |
| CDW | CDW CORP | $1,753.22万 | 3.62% | 144,870 | -7,001 | -4.6% | -$84.73万 | 减仓 |
| PGR | PROGRESSIVE CORP | $1,652.37万 | 3.41% | 83,352 | 83,352 | — | $1,652.37万 | 新建仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $1,646.78万 | 3.40% | 178,397 | -10,329 | -5.5% | -$95.35万 | 减仓 |
| CPRT | COPART INC | $1,536.33万 | 3.17% | 462,749 | -23,336 | -4.8% | -$77.48万 | 减仓 |
| SPGI | S&P GLOBAL INC | $1,376.85万 | 2.84% | 32,371 | -1,393 | -4.1% | -$59.25万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $1,369.12万 | 2.83% | 170,969 | -9,913 | -5.5% | -$79.38万 | 减仓 |
| ZTS | ZOETIS INC | $1,342.17万 | 2.77% | 113,541 | 8,840 | 8.4% | $104.50万 | 加仓 |
| TOL | TOLL BROTHERS INC | $1,204.69万 | 2.49% | 88,275 | 88,275 | — | $1,204.69万 | 新建仓 |
| IWF | ISHARES TR | $22.34万 | 0.05% | 524 | -11,495 | -95.6% | -$490.15万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -215,900 | -100.0% | -$1,260.42万 | 清仓 |