CONNABLE OFFICE INC
KALAMAZOO MI · SEC CIK 0000914933
$11.36亿2026Q2 申报市值
231持仓数
63.7%前十大占比 · 第一大 25.3%
13 / 10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
MUB 加仓+$637.85万
WDC 新建仓+$327.60万
VBK 新建仓+$240.23万
UBER 新建仓+$228.76万
NFLX 加仓+$176.46万
2026Q2 卖出最多 按季末市值估算
EEM 减仓-$431.82万
IEMG 减仓-$349.71万
APH 减仓-$338.57万
Honeywell Intl 清仓-$291.06万
VEA 减仓-$286.38万
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 |
|---|---|---|---|---|---|---|---|---|
| UMBF | UMB Financial Corp | $53.36万 | 0.05% | 3,738 | -264 | -6.6% | -$3.77万 | 减仓 |
| TKR | Timken Co | $53.64万 | 0.05% | 3,691 | -563 | -13.2% | -$8.18万 | 减仓 |
| FIGS | FIGS Inc | $53.74万 | 0.05% | 52,532 | 0 | 0.0% | — | 不变 |
| GATX | GATX Corp | $53.83万 | 0.05% | 3,038 | -177 | -5.5% | -$3.14万 | 减仓 |
| FDS | FactSet Research Systems Inc | $54.99万 | 0.05% | 2,390 | 0 | 0.0% | — | 不变 |
| ECG | Everus Construction Group Inc | $55.03万 | 0.05% | 3,316 | -1,038 | -23.8% | -$17.23万 | 减仓 |
| HLI | Houlihan Lokey Inc | $55.14万 | 0.05% | 4,111 | -236 | -5.4% | -$3.17万 | 减仓 |
| JEF | Jefferies Financial Group Inc | $55.98万 | 0.05% | 11,200 | 0 | 0.0% | — | 不变 |
| LOAR | Loar Holdings Inc | $56.88万 | 0.05% | 7,056 | 0 | 0.0% | — | 不变 |
| FELE | Franklin Electric Co Inc | $57.03万 | 0.05% | 5,320 | 631 | 13.5% | $6.76万 | 加仓 |
| AON | AON PLC | $58.18万 | 0.05% | 1,754 | -29 | -1.6% | -$9,619 | 减仓 |
| WCN | Waste Connections Inc | $59.16万 | 0.05% | 3,549 | -58 | -1.6% | -$9,668 | 减仓 |
| FIS | Fidelity National Information Services Inc | $59.24万 | 0.05% | 15,236 | 15,236 | — | $59.24万 | 新建仓 |
| GLD | SPDR Gold Shares | $59.35万 | 0.05% | 1,611 | 0 | 0.0% | — | 不变 |
| UBSI | United Bankshares Inc | $59.86万 | 0.05% | 13,062 | -1,110 | -7.8% | -$5.09万 | 减仓 |
| LFUS | Littelfuse Inc | $62.84万 | 0.06% | 1,380 | -99 | -6.7% | -$4.51万 | 减仓 |
| DAR | Darling Ingredients Inc | $62.86万 | 0.06% | 11,509 | -814 | -6.6% | -$4.45万 | 减仓 |
| OII | Oceaneering International Inc | $63.46万 | 0.06% | 15,662 | -1,092 | -6.5% | -$4.42万 | 减仓 |
| R | Ryder System Inc | $64.57万 | 0.06% | 2,448 | -163 | -6.2% | -$4.30万 | 减仓 |
| SPXC | SPX Technologies Inc | $65.14万 | 0.06% | 2,657 | -246 | -8.5% | -$6.03万 | 减仓 |
| HXL | Hexcel Corp | $66.11万 | 0.06% | 6,607 | -488 | -6.9% | -$4.88万 | 减仓 |
| WST | West Pharmaceutical Services Inc | $66.24万 | 0.06% | 1,845 | 0 | 0.0% | — | 不变 |
| LRCX | Lam Research Corporation | $69.64万 | 0.06% | 1,607 | 491 | 44.0% | $21.28万 | 加仓 |
| CBT | Cabot Corp | $70.11万 | 0.06% | 7,720 | -343 | -4.3% | -$3.12万 | 减仓 |
| CAKE | Cheesecake Factory Inc | $70.46万 | 0.06% | 8,859 | -599 | -6.3% | -$4.76万 | 减仓 |
| GWRE | Guidewire Software Inc | $71.28万 | 0.06% | 5,793 | 0 | 0.0% | — | 不变 |
| BHE | Benchmark Electronics Inc | $72.47万 | 0.06% | 7,345 | -424 | -5.5% | -$4.18万 | 减仓 |
| RRR | Red Rock Resorts Inc | $77.42万 | 0.07% | 11,900 | 0 | 0.0% | — | 不变 |
| LYG | Lloyds Banking Group PLC | $77.88万 | 0.07% | 133,578 | -2,213 | -1.6% | -$1.29万 | 减仓 |
| FLS | Flowserve Corp | $77.94万 | 0.07% | 10,510 | -750 | -6.7% | -$5.56万 | 减仓 |
| FCFS | FirstCash Holdings Inc | $78.52万 | 0.07% | 3,630 | -239 | -6.2% | -$5.17万 | 减仓 |
| CNQ | Canadian Natural Resources Ltd | $78.54万 | 0.07% | 19,883 | -329 | -1.6% | -$1.30万 | 减仓 |
| BTI | British American Tobacco PLC | $78.58万 | 0.07% | 12,724 | -211 | -1.6% | -$1.30万 | 减仓 |
| CHH | Choice Hotels International Inc | $79.39万 | 0.07% | 7,200 | 0 | 0.0% | — | 不变 |
| MDT | Medtronic PLC | $79.86万 | 0.07% | 10,208 | -169 | -1.6% | -$1.32万 | 减仓 |
| AIR | AAR Corp | $80.84万 | 0.07% | 5,656 | -427 | -7.0% | -$6.10万 | 减仓 |
| NU | Nu Holdings Ltd | $82.01万 | 0.07% | 61,382 | -987 | -1.6% | -$1.32万 | 减仓 |
| ENS | EnerSys | $84.29万 | 0.07% | 3,605 | -216 | -5.7% | -$5.05万 | 减仓 |
| IBN | ICICI Bank Ltd | $84.89万 | 0.07% | 29,243 | -484 | -1.6% | -$1.41万 | 减仓 |
| PLXS | Plexus Corp | $85.09万 | 0.07% | 2,830 | -169 | -5.6% | -$5.08万 | 减仓 |
| DOC | Healthpeak Properties Inc | $87.08万 | 0.08% | 40,692 | 347 | 0.9% | $7,426 | 加仓 |
| CWST | Casella Waste Systems Inc | $90.56万 | 0.08% | 9,339 | 1,637 | 21.3% | $15.87万 | 加仓 |
| PRI | Primerica Inc | $91.28万 | 0.08% | 3,212 | 0 | 0.0% | — | 不变 |
| AMCR | Amcor PLC | $91.96万 | 0.08% | 21,213 | 2,709 | 14.6% | $11.74万 | 加仓 |
| AEIS | Advanced Energy Industries Inc | $93.40万 | 0.08% | 2,505 | -549 | -18.0% | -$20.47万 | 减仓 |
| FERG | Ferguson Enterprises Inc | $93.94万 | 0.08% | 3,958 | -66 | -1.6% | -$1.57万 | 减仓 |
| TRP | TC Energy Corp | $94.14万 | 0.08% | 14,201 | 14,201 | — | $94.14万 | 新建仓 |
| NGG | National Grid PLC | $94.64万 | 0.08% | 11,420 | 11,420 | — | $94.64万 | 新建仓 |
| IDXX | IDEXX Laboratories Inc | $94.76万 | 0.08% | 1,800 | 0 | 0.0% | — | 不变 |
| ORCL | Oracle Corporation | $103.24万 | 0.09% | 7,045 | 40 | 0.6% | $5,862 | 加仓 |
| MOG/A | Moog Inc | $104.22万 | 0.09% | 2,459 | -201 | -7.6% | -$8.52万 | 减仓 |
| — | TEVA Pharmaceutical Industries Ltd | $105.41万 | 0.09% | 31,114 | -515 | -1.6% | -$1.74万 | 减仓 |
| AMKR | Amkor Technology Inc | $107.77万 | 0.09% | 12,498 | -2,950 | -19.1% | -$25.44万 | 减仓 |
| AZN | AstraZeneca PLC | $110.89万 | 0.10% | 5,848 | -96 | -1.6% | -$1.82万 | 减仓 |
| SPOT | Spotify Technology SA | $116.16万 | 0.10% | 2,530 | 405 | 19.1% | $18.59万 | 加仓 |
| FORM | FormFactor Inc | $119.05万 | 0.10% | 7,444 | -2,233 | -23.1% | -$35.71万 | 减仓 |
| CP | Canadian Pacific Kansas City Ltd | $121.11万 | 0.11% | 13,977 | -297 | -2.1% | -$2.57万 | 减仓 |
| UBS | UBS Group AG | $122.58万 | 0.11% | 24,733 | -410 | -1.6% | -$2.03万 | 减仓 |
| H | Hyatt Hotels Corp | $138.21万 | 0.12% | 7,130 | -1,007 | -12.4% | -$19.52万 | 减仓 |
| NVS | Novartis AG ADR | $140.20万 | 0.12% | 8,946 | 2,545 | 39.8% | $39.89万 | 加仓 |
| BKR | Baker Hughes Company Cl A | $146.54万 | 0.13% | 26,404 | 183 | 0.7% | $1.02万 | 加仓 |
| CRM | salesforce.com Inc | $146.62万 | 0.13% | 9,359 | 21 | 0.2% | $3,290 | 加仓 |
| IVV | iShares Core S&P 500 ETF | $146.71万 | 0.13% | 1,959 | 140 | 7.7% | $10.48万 | 加仓 |
| ABT | Abbott Labs | $183.70万 | 0.16% | 20,245 | 133 | 0.7% | $1.21万 | 加仓 |
| MCK | McKesson Corporation | $197.89万 | 0.17% | 2,619 | 60 | 2.3% | $4.53万 | 加仓 |
| PM | Philip Morris International Inc | $202.76万 | 0.18% | 11,208 | 171 | 1.5% | $3.09万 | 加仓 |
| AMGN | Amgen Inc | $204.71万 | 0.18% | 5,653 | 21 | 0.4% | $7,605 | 加仓 |
| C | Citigroup Inc | $206.38万 | 0.18% | 14,746 | 36 | 0.2% | $5,039 | 加仓 |
| NFLX | Netflix Inc | $208.30万 | 0.18% | 29,174 | 24,714 | 554.1% | $176.46万 | 加仓 |
| NOW | ServiceNow Inc | $210.56万 | 0.19% | 21,209 | 130 | 0.6% | $1.29万 | 加仓 |
| SE | Sea Ltd | $214.38万 | 0.19% | 22,371 | -370 | -1.6% | -$3.55万 | 减仓 |
| WFC | Wells Fargo & Co | $215.81万 | 0.19% | 26,115 | 165 | 0.6% | $1.36万 | 加仓 |
| PEP | Pepsico Inc | $221.35万 | 0.19% | 16,348 | 81 | 0.5% | $1.10万 | 加仓 |
| TMUS | T-Mobile US Inc | $228.62万 | 0.20% | 13,630 | 2,357 | 20.9% | $39.53万 | 加仓 |
| UBER | Uber Technologies Inc | $228.76万 | 0.20% | 31,702 | 31,702 | — | $228.76万 | 新建仓 |
| EOG | EOG Resources Inc | $232.41万 | 0.20% | 17,915 | 121 | 0.7% | $1.57万 | 加仓 |
| DHR | Danaher Corporation | $240.21万 | 0.21% | 12,611 | 82 | 0.7% | $1.56万 | 加仓 |
| VBK | VG Morningstar Small-Cap Growth Index Fd ETF | $240.23万 | 0.21% | 6,569 | 6,569 | — | $240.23万 | 新建仓 |
| ACGL | Arch Capital Group Ltd | $241.07万 | 0.21% | 24,837 | -191 | -0.8% | -$1.85万 | 减仓 |
| V | Visa Inc Cl A | $250.83万 | 0.22% | 7,311 | 224 | 3.2% | $7.69万 | 加仓 |
| KKR | KKR & Co Inc | $254.74万 | 0.22% | 27,756 | 176 | 0.6% | $1.62万 | 加仓 |
| DE | Deere & Company | $264.58万 | 0.23% | 4,171 | 11 | 0.3% | $6,978 | 加仓 |
| UNH | UnitedHealth Group Inc | $277.89万 | 0.24% | 6,686 | 34 | 0.5% | $1.41万 | 加仓 |
| TMO | Thermo Fisher Scientific Inc | $283.02万 | 0.25% | 5,645 | 38 | 0.7% | $1.91万 | 加仓 |
| PH | Parker-Hannifin Corp | $288.06万 | 0.25% | 2,945 | 17 | 0.6% | $1.66万 | 加仓 |
| WM | Waste Management Inc | $289.57万 | 0.25% | 12,992 | 30 | 0.2% | $6,686 | 加仓 |
| COP | ConocoPhillips | $290.93万 | 0.26% | 27,985 | -8,924 | -24.2% | -$92.77万 | 减仓 |
| — | Honeywell Intl | $295.03万 | 0.26% | 13,177 | 309 | 2.4% | $6.92万 | 重新持有 |
| PG | Procter & Gamble Co | $307.34万 | 0.27% | 20,959 | 344 | 1.7% | $5.04万 | 加仓 |
| SYK | Stryker Corporation | $308.92万 | 0.27% | 9,812 | 124 | 1.3% | $3.90万 | 加仓 |
| SHW | Sherwin-Williams Company | $313.57万 | 0.28% | 9,107 | 64 | 0.7% | $2.20万 | 加仓 |
| APH | Amphenol Corporation | $316.74万 | 0.28% | 17,964 | -19,202 | -51.7% | -$338.57万 | 减仓 |
| MAR | Marriott International Inc Cl A | $319.00万 | 0.28% | 8,608 | 159 | 1.9% | $5.89万 | 加仓 |
| COST | Costco Wholesale Corp | $320.12万 | 0.28% | 3,422 | 81 | 2.4% | $7.58万 | 加仓 |
| ASML | ASML Holding NV | $324.88万 | 0.29% | 1,633 | -27 | -1.6% | -$5.37万 | 减仓 |
| WDC | Western Digital Corporation | $327.60万 | 0.29% | 5,129 | 5,129 | — | $327.60万 | 新建仓 |
| KO | The Coca Cola Company | $332.09万 | 0.29% | 40,862 | 236 | 0.6% | $1.92万 | 加仓 |
| ETN | Eaton Corp PLC | $337.40万 | 0.30% | 7,918 | -1,270 | -13.8% | -$54.12万 | 减仓 |
| NEE | NextEra Energy Inc | $346.08万 | 0.30% | 39,430 | 59 | 0.1% | $5,178 | 加仓 |
| LOW | Lowe's Companies Inc | $352.92万 | 0.31% | 16,006 | 98 | 0.6% | $2.16万 | 加仓 |