WISCONSIN CAPITAL MANAGEMENT LLC
MADISON WI · SEC CIK 0000926833
$2.11亿2026Q2 申报市值
47持仓数
59.2%前十大占比 · 第一大 13.4%
2 / 6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
HONA 新建仓+$242.77万
SYK 加仓+$95.65万
ARM 新建仓+$85.52万
TSM 加仓+$32.52万
MSFT 加仓+$22.34万
2026Q2 卖出最多 按季末市值估算
HON 减仓-$243.47万
ELF 清仓-$98.16万
AMD 减仓-$87.60万
UI 清仓-$79.03万
MOD 减仓-$66.75万
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 |
|---|---|---|---|---|---|---|---|---|
| ELF | E L F BEAUTY INC | $0 | 0.00% | 0 | -16,195 | -100.0% | -$98.16万 | 清仓 |
| UI | UBIQUITI INC | $0 | 0.00% | 0 | -1,000 | -100.0% | -$79.03万 | 清仓 |
| FISV | FISERV INC | $0 | 0.00% | 0 | -6,530 | -100.0% | -$36.44万 | 清仓 |
| CPRT | COPART INC | $0 | 0.00% | 0 | -8,000 | -100.0% | -$26.56万 | 清仓 |
| ABT | ABBOTT LABORATORIES | $0 | 0.00% | 0 | -2,000 | -100.0% | -$20.53万 | 清仓 |
| GENI | GENIUS SPORTS LIMITED | $0 | 0.00% | 0 | -45,500 | -100.0% | -$20.16万 | 清仓 |
| WMT | WALMART INC | $21.17万 | 0.10% | 1,869 | 0 | 0.0% | — | 不变 |
| ISHG | ISHARES TR | $23.39万 | 0.11% | 3,150 | 300 | 10.5% | $2.23万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $32.29万 | 0.15% | 3,500 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $35.84万 | 0.17% | 1,411 | 153 | 12.2% | $3.89万 | 加仓 |
| QQQ | INVESCO QQQ TR | $54.05万 | 0.26% | 734 | 9 | 1.2% | $6,628 | 加仓 |
| MPC | MARATHON PETE CORP | $72.87万 | 0.35% | 2,850 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $84.12万 | 0.40% | 11,140 | 0 | 0.0% | — | 不变 |
| ARM | ARM HOLDINGS PLC | $85.52万 | 0.41% | 2,412 | 2,412 | — | $85.52万 | 新建仓 |
| NU | NU HLDGS LTD | $90.75万 | 0.43% | 67,930 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC | $91.92万 | 0.44% | 2,449 | 6 | 0.2% | $2,252 | 加仓 |
| SNPS | SYNOPSYS INC | $93.54万 | 0.44% | 2,097 | 3 | 0.1% | $1,338 | 加仓 |
| PWR | QUANTA SVCS INC | $124.57万 | 0.59% | 1,730 | 35 | 2.1% | $2.52万 | 加仓 |
| GEV | GE VERNOVA INC | $127.24万 | 0.60% | 1,083 | 0 | 0.0% | — | 不变 |
| PKE | PARK AEROSPACE CORP | $130.88万 | 0.62% | 34,298 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB STRATEGIC TR | $138.26万 | 0.66% | 37,500 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $148.89万 | 0.71% | 10,996 | 0 | 0.0% | — | 不变 |
| TOST | TOAST INC | $161.91万 | 0.77% | 58,200 | 4,000 | 7.4% | $11.13万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $164.75万 | 0.78% | 45,600 | 1,000 | 2.2% | $3.61万 | 加仓 |
| MRK | MERCK & CO INC | $186.45万 | 0.88% | 14,510 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $186.48万 | 0.89% | 13,027 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $205.64万 | 0.98% | 5,820 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $208.43万 | 0.99% | 65,196 | 0 | 0.0% | — | 不变 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $229.19万 | 1.09% | 25,130 | 0 | 0.0% | — | 不变 |
| HONA | HONEYWELL AEROSPACE INC | $242.77万 | 1.15% | 10,981 | 10,981 | — | $242.77万 | 新建仓 |
| HON | HONEYWELL INTL INC | $245.86万 | 1.17% | 10,981 | -10,874 | -49.8% | -$243.47万 | 减仓 |
| SGOV | ISHARES TR | $264.27万 | 1.25% | 26,251 | 1,103 | 4.4% | $11.10万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $280.56万 | 1.33% | 7,055 | 4 | 0.1% | $1,591 | 加仓 |
| SYK | STRYKER CORPORATION | $288.83万 | 1.37% | 9,174 | 3,038 | 49.5% | $95.65万 | 加仓 |
| — | EXXON MOBIL CORP | $345.74万 | 1.64% | 25,288 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $362.68万 | 1.72% | 3,877 | 60 | 1.6% | $5.61万 | 加仓 |
| PSX | PHILLIPS 66 | $370.37万 | 1.76% | 21,909 | 207 | 1.0% | $3.50万 | 加仓 |
| MELI | MERCADOLIBRE INC | $458.30万 | 2.18% | 2,700 | 1 | 0.0% | $1,697 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $462.19万 | 2.19% | 9,678 | 681 | 7.6% | $32.52万 | 加仓 |
| LLY | ELI LILLY & CO | $509.16万 | 2.42% | 4,245 | 3 | 0.1% | $3,598 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $603.86万 | 2.87% | 18,448 | 183 | 1.0% | $5.99万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $629.14万 | 2.99% | 18,600 | -67 | -0.4% | -$2.27万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $827.10万 | 3.93% | 16,104 | -17 | -0.1% | -$8,731 | 减仓 |
| AMZN | AMAZON COM INC | $840.84万 | 3.99% | 35,279 | -467 | -1.3% | -$11.13万 | 减仓 |
| MOD | MODINE MFG CO | $855.85万 | 4.06% | 32,052 | -2,500 | -7.2% | -$66.75万 | 减仓 |
| V | VISA INC | $892.38万 | 4.24% | 26,010 | -794 | -3.0% | -$27.24万 | 减仓 |
| MSFT | MICROSOFT CORP | $910.69万 | 4.32% | 24,414 | 599 | 2.5% | $22.34万 | 加仓 |
| VSEC | VSE CORP | $958.17万 | 4.55% | 41,933 | 42 | 0.1% | $9,597 | 加仓 |
| AIR | AAR CORP | $1,007.21万 | 4.78% | 70,469 | 41 | 0.1% | $5,860 | 加仓 |
| AAPL | APPLE INC | $1,081.80万 | 5.13% | 37,386 | 117 | 0.3% | $3.39万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,373.10万 | 6.52% | 23,637 | -1,508 | -6.0% | -$87.60万 | 减仓 |
| GOOGL | ALPHABET INC | $1,735.96万 | 8.24% | 48,576 | -1,110 | -2.2% | -$39.67万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2,825.03万 | 13.41% | 141,188 | -774 | -0.5% | -$15.49万 | 减仓 |