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 |
|---|---|---|---|---|---|---|---|---|
| — | CARNIVAL PLC | $0 | 0.00% | 0 | -549,495 | -100.0% | -$1,416.05万 | 清仓 |
| PM | PHILIP MORRIS INTL INC | $0 | 0.00% | 0 | -40,000 | -100.0% | -$661.36万 | 清仓 |
| NUE | NUCOR CORP | $0 | 0.00% | 0 | -28,200 | -100.0% | -$476.86万 | 清仓 |
| — | AIR LEASE CORP | $0 | 0.00% | 0 | -68,860 | -100.0% | -$447.18万 | 清仓 |
| MDLZ | MONDELEZ INTL INC | $0 | 0.00% | 0 | -44,989 | -100.0% | -$259.32万 | 清仓 |
| ABBV | ABBVIE INC | $0 | 0.00% | 0 | -11,479 | -100.0% | -$249.66万 | 清仓 |
| SHEL | SHELL PLC | $0 | 0.00% | 0 | -4,615 | -100.0% | -$42.92万 | 清仓 |
| LMT | LOCKHEED MARTIN CORP | $0 | 0.00% | 0 | -375 | -100.0% | -$22.66万 | 清仓 |
| AMT | AMERICAN TOWER CORP | $0 | 0.00% | 0 | -1,300 | -100.0% | -$22.44万 | 清仓 |
| FDX | FEDEX CORP | $0 | 0.00% | 0 | -607 | -100.0% | -$21.62万 | 清仓 |
| VZ | VERIZON COMMUNICATIONS INC | $0 | 0.00% | 0 | -4,290 | -100.0% | -$21.54万 | 清仓 |
| ASAN | ASANA INC | $8.56万 | 0.00% | 12,226 | 0 | 0.0% | — | 不变 |
| — | NUVEEN CALIFORNIA MUNI VLU F | $15.86万 | 0.01% | 17,000 | 0 | 0.0% | — | 不变 |
| CNC | CENTENE CORP DEL | $20.23万 | 0.01% | 3,151 | 3,151 | — | $20.23万 | 新建仓 |
| MMM | 3M CO | $20.24万 | 0.01% | 1,250 | 1,250 | — | $20.24万 | 新建仓 |
| CARR | CARRIER GLOBAL CORPORATION | $20.40万 | 0.01% | 2,781 | 2,781 | — | $20.40万 | 新建仓 |
| CMCSA | COMCAST CORP NEW | $21.00万 | 0.01% | 8,552 | 0 | 0.0% | — | 不变 |
| LH | LABCORP HOLDINGS INC | $21.08万 | 0.01% | 753 | -15 | -2.0% | -$4,200 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $21.46万 | 0.01% | 650 | -12,500 | -95.1% | -$412.65万 | 减仓 |
| ESGD | ISHARES TR | $21.59万 | 0.01% | 2,100 | 2,100 | — | $21.59万 | 新建仓 |
| XLK | SELECT SECTOR SPDR TR | $22.08万 | 0.01% | 1,159 | 1,159 | — | $22.08万 | 新建仓 |
| CB | CHUBB LIMITED | $22.25万 | 0.01% | 653 | 653 | — | $22.25万 | 新建仓 |
| NTRS | NORTHERN TR CORP | $22.60万 | 0.01% | 1,300 | 1,300 | — | $22.60万 | 新建仓 |
| YUM | YUM BRANDS INC | $23.98万 | 0.01% | 1,500 | -16,400 | -91.6% | -$262.17万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $24.17万 | 0.01% | 1,199 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $24.23万 | 0.01% | 1,311 | 1,311 | — | $24.23万 | 新建仓 |
| STLD | STEEL DYNAMICS INC | $24.78万 | 0.01% | 1,080 | 1,080 | — | $24.78万 | 新建仓 |
| AMGN | AMGEN INC | $24.81万 | 0.01% | 685 | -11,425 | -94.3% | -$413.72万 | 减仓 |
| MCHI | ISHARES TR | $25.46万 | 0.01% | 4,990 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES TR | $25.88万 | 0.01% | 755 | 755 | — | $25.88万 | 新建仓 |
| SDY | SPDR SERIES TRUST | $26.25万 | 0.01% | 1,725 | 1,725 | — | $26.25万 | 新建仓 |
| TSLA | TESLA INC | $27.09万 | 0.02% | 644 | 0 | 0.0% | — | 不变 |
| VIOG | VANGUARD ADMIRAL FDS INC | $27.16万 | 0.02% | 1,770 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $27.25万 | 0.02% | 978 | 100 | 11.4% | $2.79万 | 加仓 |
| WMT | WALMART INC | $27.51万 | 0.02% | 2,429 | -120,660 | -98.0% | -$1,366.60万 | 减仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $28.16万 | 0.02% | 4,077 | 0 | 0.0% | — | 不变 |
| DHI | D R HORTON INC | $28.46万 | 0.02% | 1,747 | 0 | 0.0% | — | 不变 |
| — | VANECK ETF TRUST | $28.58万 | 0.02% | 1,956 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $28.89万 | 0.02% | 3,487 | 26 | 0.8% | $2,154 | 加仓 |
| ICLN | ISHARES TR | $31.48万 | 0.02% | 15,365 | -10 | -0.1% | -$205 | 减仓 |
| LIN | LINDE PLC | $31.60万 | 0.02% | 609 | 100 | 19.6% | $5.19万 | 加仓 |
| OGE | OGE ENERGY CORP | $31.63万 | 0.02% | 6,500 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $32.04万 | 0.02% | 2,160 | -451 | -17.3% | -$6.69万 | 减仓 |
| BAC | BANK OF AMER CORP | $33.97万 | 0.02% | 5,961 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $36.12万 | 0.02% | 2,811 | 400 | 16.6% | $5.14万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $36.72万 | 0.02% | 4,295 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $36.84万 | 0.02% | 1,363 | 250 | 22.5% | $6.76万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $37.02万 | 0.02% | 6,555 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $37.09万 | 0.02% | 2,258 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $37.66万 | 0.02% | 1,242 | 39 | 3.2% | $1.18万 | 加仓 |
| IEUR | ISHARES TR | $38.04万 | 0.02% | 5,060 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $39.20万 | 0.02% | 1,875 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $39.22万 | 0.02% | 764 | 225 | 41.7% | $11.55万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $39.82万 | 0.02% | 1,061 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $42.48万 | 0.02% | 5,272 | -1,676 | -24.1% | -$13.50万 | 减仓 |
| RTX | RTX CORPORATION | $42.58万 | 0.02% | 2,244 | -66 | -2.9% | -$1.25万 | 减仓 |
| IJH | ISHARES TR | $45.42万 | 0.03% | 5,890 | -467 | -7.3% | -$3.60万 | 减仓 |
| BA | BOEING CO | $46.00万 | 0.03% | 2,125 | 0 | 0.0% | — | 不变 |
| ABM | ABM INDS INC | $48.22万 | 0.03% | 10,900 | 0 | 0.0% | — | 不变 |
| VONE | VANGUARD SCOTTSDALE FDS | $51.28万 | 0.03% | 1,514 | 0 | 0.0% | — | 不变 |
| AVEM | AMERICAN CENTY ETF TR | $53.05万 | 0.03% | 5,498 | 5,498 | — | $53.05万 | 新建仓 |
| EFV | ISHARES TR | $53.83万 | 0.03% | 7,032 | 47 | 0.7% | $3,598 | 加仓 |
| CF | CF INDUSTRIES HOLD | $53.95万 | 0.03% | 4,983 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $56.22万 | 0.03% | 601 | -10,055 | -94.4% | -$940.61万 | 减仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $60.42万 | 0.03% | 13,472 | 76 | 0.6% | $3,409 | 加仓 |
| IWB | ISHARES TR | $62.41万 | 0.03% | 1,524 | 0 | 0.0% | — | 不变 |
| VGLT | VANGUARD SCOTTSDALE FDS | $63.51万 | 0.04% | 11,510 | 11,510 | — | $63.51万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $64.86万 | 0.04% | 7,029 | 0 | 0.0% | — | 不变 |
| ESGU | ISHARES TR | $65.01万 | 0.04% | 3,972 | -160 | -3.9% | -$2.62万 | 减仓 |
| HD | HOME DEPOT INC | $67.50万 | 0.04% | 1,914 | -17,065 | -89.9% | -$601.85万 | 减仓 |
| PFE | PFIZER INC | $69.55万 | 0.04% | 28,881 | -79,700 | -73.4% | -$191.92万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $70.67万 | 0.04% | 1,029 | -87 | -7.8% | -$5.98万 | 减仓 |
| IWR | ISHARES TR | $72.81万 | 0.04% | 6,600 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $74.80万 | 0.04% | 648 | -127 | -16.4% | -$14.66万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $75.44万 | 0.04% | 2,155 | -22,674 | -91.3% | -$793.75万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $79.50万 | 0.04% | 2,827 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $81.06万 | 0.05% | 17,054 | 450 | 2.7% | $2.14万 | 加仓 |
| IDEV | ISHARES TR | $85.63万 | 0.05% | 9,620 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $89.69万 | 0.05% | 6,423 | 1,410 | 28.1% | $19.69万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $93.11万 | 0.05% | 10,608 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC | $96.84万 | 0.05% | 303 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $98.61万 | 0.05% | 9,493 | -7,505 | -44.2% | -$77.96万 | 减仓 |
| VMC | VULCAN MATLS CO | $105.05万 | 0.06% | 3,561 | -44 | -1.2% | -$1.30万 | 减仓 |
| WFC | WELLS FARGO & CO | $115.60万 | 0.06% | 13,988 | -2,750 | -16.4% | -$22.73万 | 减仓 |
| ORCL | ORACLE CORP | $121.70万 | 0.07% | 8,304 | 850 | 11.4% | $12.46万 | 加仓 |
| RWR | SPDR SERIES TRUST | $122.17万 | 0.07% | 10,814 | 0 | 0.0% | — | 不变 |
| NEAR | ISHARES U S ETF TR | $123.61万 | 0.07% | 24,400 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $128.33万 | 0.07% | 1,775 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $129.91万 | 0.07% | 1,847 | 4 | 0.2% | $2,813 | 加仓 |
| GEV | GE VERNOVA INC | $137.69万 | 0.08% | 1,172 | 112 | 10.6% | $13.16万 | 加仓 |
| EEM | ISHARES TR | $143.05万 | 0.08% | 20,910 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $145.28万 | 0.08% | 5,341 | -9,962 | -65.1% | -$270.97万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $145.64万 | 0.08% | 3,361 | -390 | -10.4% | -$16.90万 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $154.32万 | 0.09% | 31,000 | -8,000 | -20.5% | -$39.82万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $174.90万 | 0.10% | 24,548 | 337 | 1.4% | $2.40万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $178.31万 | 0.10% | 7,021 | -11,500 | -62.1% | -$292.07万 | 减仓 |
| — | EXXON MOBIL CORP | $179.28万 | 0.10% | 13,113 | -88,111 | -87.0% | -$1,204.62万 | 减仓 |
| CVX | CHEVRON CORPORATION | $183.62万 | 0.10% | 11,078 | -95 | -0.9% | -$1.57万 | 减仓 |
| DE | DEERE & CO | $193.47万 | 0.11% | 3,050 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $194.27万 | 0.11% | 12,429 | -135 | -1.1% | -$2.11万 | 减仓 |