EAGLE CAPITAL MANAGEMENT LLC
New York NY · SEC CIK 0000945631
$327.48亿2026Q2 申报市值
56持仓数
58.6%前十大占比 · 第一大 8.3%
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
SPGI 加仓+$10.76亿
MA 加仓+$10.57亿
MELI 加仓+$10.54亿
EQT 加仓+$6.22亿
DHR 加仓+$5.31亿
2026Q2 卖出最多 按季末市值估算
WWD 减仓-$10.33亿
AER 减仓-$9.72亿
CMCSA 减仓-$9.16亿
SHEL 减仓-$4.01亿
NFLX 减仓-$3.78亿
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 |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | $27.10亿 | 8.28% | 11,369,869 | -384,047 | -3.3% | -$9,153.38万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $23.99亿 | 7.33% | 5,773,026 | -86,299 | -1.5% | -$3,586.85万 | 减仓 |
| MELI | MERCADOLIBRE INC | $23.88亿 | 7.29% | 1,406,953 | 621,016 | 79.0% | $10.54亿 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $21.13亿 | 6.45% | 4,423,550 | -454,725 | -9.3% | -$2.17亿 | 减仓 |
| COP | CONOCOPHILLIPS | $18.17亿 | 5.55% | 17,477,615 | -1,433,062 | -7.6% | -$1.49亿 | 减仓 |
| DHR | DANAHER CORP DEL | $17.83亿 | 5.45% | 9,361,490 | 2,786,331 | 42.4% | $5.31亿 | 加仓 |
| SPGI | S&P GLOBAL INC | $16.57亿 | 5.06% | 4,067,628 | 2,642,317 | 185.4% | $10.76亿 | 加仓 |
| HUM | HUMANA INC | $15.28亿 | 4.67% | 3,846,762 | 879,688 | 29.6% | $3.49亿 | 加仓 |
| GOOG | ALPHABET INC | $14.25亿 | 4.35% | 4,033,340 | -563,213 | -12.3% | -$1.99亿 | 减仓 |
| MSFT | MICROSOFT CORP | $13.87亿 | 4.23% | 3,717,490 | -287,815 | -7.2% | -$1.07亿 | 减仓 |
| WDAY | WORKDAY INC | $13.86亿 | 4.23% | 11,323,681 | 2,616,675 | 30.1% | $3.20亿 | 加仓 |
| MA | MASTERCARD INCORPORATED | $13.78亿 | 4.21% | 2,682,370 | 2,057,830 | 329.5% | $10.57亿 | 加仓 |
| SAP | SAP SE | $13.32亿 | 4.07% | 8,640,615 | 792,012 | 10.1% | $1.22亿 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $12.83亿 | 3.92% | 6,397,170 | -169,425 | -2.6% | -$3,399.00万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $11.23亿 | 3.43% | 4,890,612 | 2,225,040 | 83.5% | $5.11亿 | 加仓 |
| LEN | LENNAR CORP | $9.67亿 | 2.95% | 10,686,983 | -193,472 | -1.8% | -$1,750.73万 | 减仓 |
| EQT | EQT CORP | $8.17亿 | 2.49% | 15,356,952 | 11,696,998 | 319.6% | $6.22亿 | 加仓 |
| INTU | INTUIT | $7.76亿 | 2.37% | 2,973,884 | 652,719 | 28.1% | $1.70亿 | 加仓 |
| ASML | ASML HLDG NV | $7.44亿 | 2.27% | 373,914 | -59,532 | -13.7% | -$1.18亿 | 减仓 |
| META | META PLATFORMS INC | $7.27亿 | 2.22% | 1,289,767 | -25,830 | -2.0% | -$1,454.98万 | 减仓 |
| EL | LAUDER ESTEE COS INC | $7.11亿 | 2.17% | 9,010,180 | 1,077,579 | 13.6% | $8,507.49万 | 加仓 |
| AA | ALCOA CORP | $6.19亿 | 1.89% | 11,879,807 | -2,217,555 | -15.7% | -$1.16亿 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $5.77亿 | 1.76% | 1,491,409 | -57,201 | -3.7% | -$2,212.13万 | 减仓 |
| GOOGL | ALPHABET INC | $3.00亿 | 0.92% | 838,532 | -119,732 | -12.5% | -$4,278.86万 | 减仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $2.47亿 | 0.76% | 1,739,813 | 1,590,353 | 1,064.1% | $2.26亿 | 加仓 |
| — | LIBERTY BROADBAND CORP | $2.19亿 | 0.67% | 6,584,398 | -115,148 | -1.7% | -$382.98万 | 减仓 |
| AER | AERCAP HOLDINGS NV | $9,408.20万 | 0.29% | 645,370 | -6,669,936 | -91.2% | -$9.72亿 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $4,857.14万 | 0.15% | 65,042 | 36,757 | 130.0% | $2,744.90万 | 加仓 |
| GEV | GE VERNOVA INC | $2,245.86万 | 0.07% | 19,116 | -5,285 | -21.7% | -$620.91万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,662.30万 | 0.05% | 33,220 | -17,600 | -34.6% | -$880.69万 | 减仓 |
| MS | MORGAN STANLEY | $1,599.16万 | 0.05% | 76,500 | -3,088 | -3.9% | -$64.55万 | 减仓 |
| WWD | WOODWARD INC | $1,512.29万 | 0.05% | 35,547 | -2,428,791 | -98.6% | -$10.33亿 | 减仓 |
| AON | AON PLC | $1,491.70万 | 0.05% | 44,973 | -418,377 | -90.3% | -$1.39亿 | 减仓 |
| GE | GE AEROSPACE | $1,263.81万 | 0.04% | 33,816 | -7,082 | -17.3% | -$264.68万 | 减仓 |
| SHEL | SHELL PLC | $1,015.96万 | 0.03% | 131,024 | -5,177,682 | -97.5% | -$4.01亿 | 减仓 |
| — | LIBERTY BROADBAND CORP | $890.88万 | 0.03% | 267,693 | -3,089 | -1.1% | -$10.28万 | 减仓 |
| WRB | BERKLEY W R CORP | $871.38万 | 0.03% | 123,547 | 0 | 0.0% | — | 不变 |
| HLT | HILTON WORLDWIDE HLDGS INC | $812.63万 | 0.02% | 24,591 | -12,856 | -34.3% | -$424.84万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $658.24万 | 0.02% | 268,122 | -37,306,965 | -99.3% | -$9.16亿 | 减仓 |
| IWD | ISHARES TR | $644.17万 | 0.02% | 26,571 | 18,812 | 242.5% | $456.06万 | 加仓 |
| ECL | ECOLAB INC | $625.09万 | 0.02% | 22,436 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $596.32万 | 0.02% | 16,091 | -2,720 | -14.5% | -$100.80万 | 减仓 |
| BIL | SPDR SERIES TRUST | $578.83万 | 0.02% | 63,163 | -199,449 | -75.9% | -$1,827.75万 | 减仓 |
| C | CITIGROUP INC | $574.90万 | 0.02% | 41,076 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $563.14万 | 0.02% | 68,144 | -18,828 | -21.6% | -$155.59万 | 减仓 |
| NFLX | NETFLIX INC. | $430.04万 | 0.01% | 60,230 | -5,290,192 | -98.9% | -$3.78亿 | 减仓 |
| ORCL | ORACLE CORP | $293.10万 | 0.01% | 20,000 | 0 | 0.0% | — | 不变 |
| ECHO | ECHOSTAR CORP | $252.60万 | 0.01% | 24,887 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $227.78万 | 0.01% | 6,900 | 0 | 0.0% | — | 不变 |
| PTC | PTC INC | $120.72万 | 0.00% | 10,626 | -720,999 | -98.5% | -$8,191.27万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $117.33万 | 0.00% | 1,708 | 946 | 124.1% | $64.98万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $75.93万 | 0.00% | 2,700 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $70.22万 | 0.00% | 10,970 | -1,086 | -9.0% | -$6.95万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $42.28万 | 0.00% | 418 | -6,571 | -94.0% | -$664.57万 | 减仓 |
| V | VISA INC | $39.80万 | 0.00% | 1,160 | -2,511 | -68.4% | -$86.15万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $36.30万 | 0.00% | 1,109 | 0 | 0.0% | — | 不变 |
| PHM | PULTE GROUP INC | $0 | 0.00% | 0 | -154,556 | -100.0% | -$1,817.73万 | 清仓 |
| VMC | VULCAN MATLS CO | $0 | 0.00% | 0 | -41,681 | -100.0% | -$1,134.97万 | 清仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $0 | 0.00% | 0 | -4,395 | -100.0% | -$35.41万 | 清仓 |
| MLM | MARTIN MARIETTA MATLS INC | $0 | 0.00% | 0 | -470 | -100.0% | -$27.65万 | 清仓 |