OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC
SAN FRANCISCO CA · SEC CIK 0001005607
$18.00亿2026Q2 申报市值
203持仓数
33.3%前十大占比 · 第一大 8.5%
17 / 11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
CCL 新建仓+$1,562.16万
MGRC 新建仓+$438.25万
DGX 新建仓+$394.97万
IR 新建仓+$332.19万
BKLN 加仓+$284.54万
2026Q2 卖出最多 按季末市值估算
AMD 减仓-$3,229.63万
PANW 减仓-$2,856.04万
SGOV 减仓-$2,443.89万
BRK/B 减仓-$1,508.09万
CARNIVAL PLC 清仓-$1,416.05万
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 |
|---|---|---|---|---|---|---|---|---|
| VEU | VANGUARD INTL EQUITY INDEX F | $1.54亿 | 8.55% | 1,836,963 | -4,600 | -0.2% | -$38.52万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $7,084.04万 | 3.94% | 1,186,805 | -5,911 | -0.5% | -$35.28万 | 减仓 |
| AAPL | APPLE INC | $6,926.20万 | 3.85% | 239,363 | -43,755 | -15.5% | -$1,266.09万 | 减仓 |
| MSFT | MICROSOFT CORP | $5,261.55万 | 2.92% | 141,053 | -14,871 | -9.5% | -$554.72万 | 减仓 |
| EWJ | ISHARES INC | $4,946.49万 | 2.75% | 530,341 | 2,340 | 0.4% | $21.83万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $4,477.56万 | 2.49% | 464,333 | -21,138 | -4.4% | -$203.83万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $4,366.60万 | 2.43% | 493,178 | 4,039 | 0.8% | $35.76万 | 加仓 |
| GOOG | ALPHABET INC | $4,102.73万 | 2.28% | 116,116 | -3,543 | -3.0% | -$125.18万 | 减仓 |
| AMZN | AMAZON COM INC | $3,804.86万 | 2.11% | 159,640 | -19,354 | -10.8% | -$461.28万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $3,567.02万 | 1.98% | 178,271 | -8,495 | -4.5% | -$169.98万 | 减仓 |
| RWX | SPDR INDEX SHS FDS | $3,176.59万 | 1.76% | 1,176,078 | 22,261 | 1.9% | $60.13万 | 加仓 |
| DJP | BARCLAYS BANK PLC | $3,105.22万 | 1.73% | 710,414 | -5,391 | -0.8% | -$23.56万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $3,061.42万 | 1.70% | 93,527 | -17,192 | -15.5% | -$562.75万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $3,008.59万 | 1.67% | 51,791 | -55,596 | -51.8% | -$3,229.63万 | 减仓 |
| GOOGL | ALPHABET INC | $2,938.39万 | 1.63% | 82,223 | -11,960 | -12.7% | -$427.41万 | 减仓 |
| SRLN | SSGA ACTIVE ETF TR | $2,915.51万 | 1.62% | 723,630 | -44,152 | -5.8% | -$177.89万 | 减仓 |
| — | GLOBAL X FDS | $2,772.87万 | 1.54% | 627,800 | 9,192 | 1.5% | $40.60万 | 加仓 |
| EWN | ISHARES INC | $2,761.21万 | 1.53% | 392,552 | -973 | -0.2% | -$6.84万 | 减仓 |
| XBI | SPDR SERIES TRUST | $2,674.85万 | 1.49% | 169,027 | -1,812 | -1.1% | -$28.67万 | 减仓 |
| ILF | ISHARES TR | $2,186.96万 | 1.21% | 647,988 | -2,942 | -0.5% | -$9.93万 | 减仓 |
| ICSH | ISHARES TR | $2,182.26万 | 1.21% | 431,446 | -173,280 | -28.7% | -$876.45万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $2,092.81万 | 1.16% | 41,743 | -2,223 | -5.1% | -$111.45万 | 减仓 |
| MNA | NEW YORK LIFE INVESTMENTS ET | $2,085.36万 | 1.16% | 571,652 | 17,348 | 3.1% | $63.28万 | 加仓 |
| TLT | ISHARES TR | $1,947.83万 | 1.08% | 225,391 | 3,704 | 1.7% | $32.01万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $1,942.96万 | 1.08% | 56,975 | -83,750 | -59.5% | -$2,856.04万 | 减仓 |
| SGOV | ISHARES TR | $1,930.96万 | 1.07% | 191,811 | -242,762 | -55.9% | -$2,443.89万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,897.84万 | 1.05% | 25,414 | -344 | -1.3% | -$25.69万 | 减仓 |
| ICVT | ISHARES TR | $1,829.64万 | 1.02% | 150,291 | 619 | 0.4% | $7.54万 | 加仓 |
| GXC | SPDR INDEX SHS FDS | $1,714.72万 | 0.95% | 198,188 | 2,824 | 1.4% | $24.43万 | 加仓 |
| META | META PLATFORMS INC | $1,650.39万 | 0.92% | 29,299 | 586 | 2.0% | $33.01万 | 加仓 |
| XYZ | BLOCK INC | $1,633.35万 | 0.91% | 214,915 | -24,914 | -10.4% | -$189.35万 | 减仓 |
| CCL | CARNIVAL CORP LTD | $1,562.16万 | 0.87% | 546,785 | 546,785 | — | $1,562.16万 | 新建仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $1,495.53万 | 0.83% | 59,826 | 254 | 0.4% | $6.35万 | 加仓 |
| MELI | MERCADOLIBRE INC | $1,494.04万 | 0.83% | 8,802 | -1,144 | -11.5% | -$194.18万 | 减仓 |
| USDU | WISDOMTREE TR | $1,489.73万 | 0.83% | 556,910 | 26,171 | 4.9% | $70.01万 | 加仓 |
| ASML | ASML HLDG NV | $1,460.49万 | 0.81% | 7,341 | -62 | -0.8% | -$12.33万 | 减仓 |
| DHR | DANAHER CORP DEL | $1,434.52万 | 0.80% | 75,311 | -23,758 | -24.0% | -$452.54万 | 减仓 |
| — | COLUMBIA ETF TR II | $1,374.98万 | 0.76% | 230,518 | -32,511 | -12.4% | -$193.92万 | 减仓 |
| BWA | BORGWARNER INC | $1,336.84万 | 0.74% | 201,332 | -147,284 | -42.2% | -$977.96万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $1,330.26万 | 0.74% | 45,373 | -391 | -0.9% | -$11.46万 | 减仓 |
| RYAAY | RYANAIR HOLDINGS PLC | $1,319.67万 | 0.73% | 203,810 | 2,472 | 1.2% | $16.01万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $1,271.88万 | 0.71% | 235,402 | -1,042 | -0.4% | -$5.63万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $1,269.73万 | 0.71% | 45,181 | -12,833 | -22.1% | -$360.65万 | 减仓 |
| AMJB | JPMORGAN CHASE FINL CO LLC | $1,257.92万 | 0.70% | 364,721 | -3,231 | -0.9% | -$11.14万 | 减仓 |
| V | VISA INC | $1,243.04万 | 0.69% | 36,231 | -9,986 | -21.6% | -$342.61万 | 减仓 |
| CVS | CVS HEALTH CORP | $1,234.74万 | 0.69% | 119,356 | -5,136 | -4.1% | -$53.13万 | 减仓 |
| ZGN | ERMENEGILDO ZEGNA N V | $1,219.42万 | 0.68% | 936,573 | -5,885 | -0.6% | -$7.66万 | 减仓 |
| DIS | DISNEY WALT CO | $1,193.21万 | 0.66% | 123,970 | -939 | -0.8% | -$9.04万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $1,165.66万 | 0.65% | 364,609 | 927 | 0.3% | $2.96万 | 加仓 |
| PSX | PHILLIPS 66 | $1,111.46万 | 0.62% | 65,747 | -505 | -0.8% | -$8.54万 | 减仓 |
| CZR | CAESARS ENTERTAINMENT INC NE | $1,089.99万 | 0.61% | 361,162 | -5,478 | -1.5% | -$16.53万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $1,084.09万 | 0.60% | 26,083 | 76 | 0.3% | $3.16万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $1,080.44万 | 0.60% | 112,569 | -3,327 | -2.9% | -$31.93万 | 减仓 |
| CRM | SALESFORCE INC | $1,067.74万 | 0.59% | 68,157 | -7,614 | -10.0% | -$119.28万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $1,061.78万 | 0.59% | 63,706 | -17,176 | -21.2% | -$286.27万 | 减仓 |
| ACWX | ISHARES TR | $1,037.15万 | 0.58% | 136,270 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1,009.93万 | 0.56% | 127,791 | -29,785 | -18.9% | -$235.39万 | 减仓 |
| TREX | TREX INC | $996.98万 | 0.55% | 199,236 | -8,900 | -4.3% | -$44.54万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $995.62万 | 0.55% | 109,722 | -2,778 | -2.5% | -$25.21万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $981.10万 | 0.55% | 55,044 | 3,844 | 7.5% | $68.52万 | 加仓 |
| URI | UNITED RENTALS INC | $958.89万 | 0.53% | 8,464 | -304 | -3.5% | -$34.44万 | 减仓 |
| POOL | POOL CORP | $931.01万 | 0.52% | 43,323 | -6,722 | -13.4% | -$144.46万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $918.10万 | 0.51% | 106,582 | -200 | -0.2% | -$1.72万 | 减仓 |
| LOW | LOWES COS INC | $914.34万 | 0.51% | 41,469 | 1,685 | 4.2% | $37.15万 | 加仓 |
| IAU | ISHARES GOLD TR | $906.03万 | 0.50% | 119,988 | -649 | -0.5% | -$4.90万 | 减仓 |
| MGM | MGM RESORTS INTERNATIONAL | $904.10万 | 0.50% | 189,102 | -154,955 | -45.0% | -$740.84万 | 减仓 |
| SLB | SLB LIMITED | $903.57万 | 0.50% | 194,359 | -48,110 | -19.8% | -$223.66万 | 减仓 |
| WSC | WILLSCOT HLDGS CORP | $869.00万 | 0.48% | 301,109 | 1,011 | 0.3% | $2.92万 | 加仓 |
| PEP | PEPSICO INC | $858.59万 | 0.48% | 63,411 | 1,363 | 2.2% | $18.46万 | 加仓 |
| ICLR | ICON PUB LTD CO | $845.46万 | 0.47% | 48,671 | -1,093 | -2.2% | -$18.99万 | 减仓 |
| PLNT | PLANET FITNESS MASTER ISSUER | $845.14万 | 0.47% | 161,997 | 9,800 | 6.4% | $51.13万 | 加仓 |
| ESTC | ELASTIC N V | $818.49万 | 0.45% | 143,544 | 400 | 0.3% | $2.28万 | 加仓 |
| CBRE | CBRE GROUP INC | $812.02万 | 0.45% | 60,288 | 1,404 | 2.4% | $18.91万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $793.53万 | 0.44% | 33,536 | -901 | -2.6% | -$21.32万 | 减仓 |
| LVS | LAS VEGAS SANDS CORP | $791.82万 | 0.44% | 171,426 | 1,056 | 0.6% | $4.88万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $733.27万 | 0.41% | 88,720 | 429 | 0.5% | $3.55万 | 加仓 |
| NKE | NIKE INC | $722.76万 | 0.40% | 176,069 | 7,352 | 4.4% | $30.18万 | 加仓 |
| NOW | SERVICENOW INC | $710.95万 | 0.39% | 71,611 | -15,490 | -17.8% | -$153.78万 | 减仓 |
| IWF | ISHARES TR | $705.78万 | 0.39% | 56,840 | 0 | 0.0% | — | 不变 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $704.30万 | 0.39% | 177,988 | 5,648 | 3.3% | $22.35万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $703.70万 | 0.39% | 32,290 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $635.75万 | 0.35% | 5,970 | -175 | -2.8% | -$18.64万 | 减仓 |
| BUSE | FIRST BUSEY CORP | $620.13万 | 0.34% | 210,214 | 0 | 0.0% | — | 不变 |
| TCOM | TRIP COM GROUP LTD | $594.11万 | 0.33% | 149,123 | -30,576 | -17.0% | -$121.82万 | 减仓 |
| SUI | SUN CMNTYS INC | $582.17万 | 0.32% | 48,551 | 951 | 2.0% | $11.40万 | 加仓 |
| PWR | QUANTA SVCS INC | $529.81万 | 0.29% | 7,358 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. | $519.60万 | 0.29% | 38,355 | -83 | -0.2% | -$1.12万 | 减仓 |
| NFLX | NETFLIX INC. | $515.61万 | 0.29% | 72,214 | -3,793 | -5.0% | -$27.08万 | 减仓 |
| PDP | INVESCO EXCHANGE TRADED FD T | $515.18万 | 0.29% | 33,954 | 0 | 0.0% | — | 不变 |
| MGRC | MCGRATH RENTCORP | $438.25万 | 0.24% | 36,210 | 36,210 | — | $438.25万 | 新建仓 |
| FIS | FIDELITY NATL INFORMATION SV | $429.17万 | 0.24% | 110,384 | 1,612 | 1.5% | $6.27万 | 加仓 |
| LLY | ELI LILLY & CO | $414.72万 | 0.23% | 3,458 | 1 | 0.0% | $1,199 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $394.97万 | 0.22% | 18,635 | 18,635 | — | $394.97万 | 新建仓 |
| APO | APOLLO GLOBAL MGMT INC | $381.14万 | 0.21% | 32,216 | -5,123 | -13.7% | -$60.61万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $369.60万 | 0.21% | 86,598 | 4,087 | 5.0% | $17.44万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $339.16万 | 0.19% | 10,027 | 0 | 0.0% | — | 不变 |
| IR | INGERSOLL RAND INC | $332.19万 | 0.18% | 40,516 | 40,516 | — | $332.19万 | 新建仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $305.50万 | 0.17% | 149,975 | 139,685 | 1,357.5% | $284.54万 | 加仓 |
| IWD | ISHARES TR | $305.05万 | 0.17% | 12,583 | 3 | 0.0% | $727 | 加仓 |
| GSEW | GOLDMAN SACHS ETF TR | $293.28万 | 0.16% | 31,061 | 1,196 | 4.0% | $11.29万 | 加仓 |