MARSHFIELD ASSOCIATES
Washington DC · SEC CIK 0000914976
$49.93亿2026Q1 申报市值
17持仓数
76.0%前十大占比 · 第一大 11.2%
0 / 0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
V 加仓+$6,828.78万
UNH 加仓+$6,283.16万
ACGL 加仓+$1,578.26万
2026Q1 卖出最多 按季末市值估算
ROST 减仓-$1.94亿
CMI 减仓-$1.69亿
STRA 减仓-$5,687.67万
ORLY 减仓-$3,627.51万
AZO 减仓-$3,338.94万
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 |
|---|---|---|---|---|---|---|---|---|
| STRA | STRATEGIC ED INC | $6,578.15万 | 1.32% | 792,930 | -685,592 | -46.4% | -$5,687.67万 | 减仓 |
| FAST | FASTENAL CO | $1.54亿 | 3.08% | 3,309,287 | -440,308 | -11.7% | -$2,043.03万 | 减仓 |
| DIS | DISNEY WALT CO | $1.58亿 | 3.17% | 1,642,724 | -52,465 | -3.1% | -$505.66万 | 减仓 |
| NVR | NVR INC | $1.68亿 | 3.35% | 25,419 | -1,436 | -5.3% | -$946.32万 | 减仓 |
| TJX | TJX COS INC NEW | $1.74亿 | 3.49% | 1,091,160 | -77,699 | -6.6% | -$1,240.85万 | 减仓 |
| MCO | MOODYS CORP | $2.35亿 | 4.71% | 538,993 | -24,564 | -4.4% | -$1,071.61万 | 减仓 |
| CMI | CUMMINS INC | $2.41亿 | 4.84% | 448,781 | -314,867 | -41.2% | -$1.69亿 | 减仓 |
| DPZ | DOMINOS PIZZA INC | $2.71亿 | 5.43% | 755,140 | -29,852 | -3.8% | -$1,071.06万 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $2.80亿 | 5.60% | 1,953,005 | -99,526 | -4.8% | -$1,425.51万 | 减仓 |
| ACGL | ARCH CAP GROUP LTD | $2.93亿 | 5.87% | 3,051,421 | 164,419 | 5.7% | $1,578.26万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $3.00亿 | 6.01% | 600,154 | -26,528 | -4.2% | -$1,325.50万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $3.24亿 | 6.50% | 3,513,674 | -392,970 | -10.1% | -$3,627.51万 | 减仓 |
| V | VISA INC | $3.79亿 | 7.60% | 1,254,973 | 225,939 | 22.0% | $6,828.78万 | 加仓 |
| ROST | ROSS STORES INC | $3.94亿 | 7.89% | 1,818,806 | -895,533 | -33.0% | -$1.94亿 | 减仓 |
| PGR | PROGRESSIVE CORP | $4.87亿 | 9.75% | 2,455,384 | -70,350 | -2.8% | -$1,394.62万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $5.12亿 | 10.25% | 1,890,689 | 232,202 | 14.0% | $6,283.16万 | 加仓 |
| AZO | AUTOZONE INC | $5.57亿 | 11.16% | 165,033 | -9,885 | -5.7% | -$3,338.94万 | 减仓 |