OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC
SAN FRANCISCO CA · SEC CIK 0001005607
$18.91亿2026Q1 申报市值
197持仓数
30.4%前十大占比 · 第一大 7.3%
9 / 10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
SGOV 加仓+$2,388.97万
NOW 新建仓+$910.64万
AMZN 加仓+$805.65万
MSFT 加仓+$801.68万
NFLX 新建仓+$730.81万
2026Q1 卖出最多 按季末市值估算
LNG 减仓-$1,465.51万
UNP 减仓-$1,059.96万
RTX 减仓-$999.88万
VMC 减仓-$959.42万
NICE 清仓-$879.00万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| PWR | QUANTA SVCS INC | $403.97万 | 0.21% | 7,358 | 0 | 0.0% | — | 不变 |
| PDP | INVESCO EXCHANGE TRADED FD T | $409.97万 | 0.22% | 33,954 | -110 | -0.3% | -$1.33万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $416.03万 | 0.22% | 37,339 | 7,667 | 25.8% | $85.43万 | 加仓 |
| AMGN | AMGEN INC | $426.09万 | 0.23% | 12,110 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $435.35万 | 0.23% | 6,145 | -100 | -1.6% | -$7.08万 | 减仓 |
| — | AIR LEASE CORP | $447.18万 | 0.24% | 68,860 | -1,515 | -2.2% | -$9.84万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $452.73万 | 0.24% | 18,521 | -47 | -0.3% | -$1.15万 | 减仓 |
| NUE | NUCOR CORP | $476.86万 | 0.25% | 28,200 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. | $508.07万 | 0.27% | 38,438 | 5 | 0.0% | $661 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SV | $510.25万 | 0.27% | 108,772 | 644 | 0.6% | $3.02万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $517.76万 | 0.27% | 82,511 | 82,511 | — | $517.76万 | 新建仓 |
| WSC | WILLSCOT HLDGS CORP | $520.97万 | 0.28% | 300,098 | -63,223 | -17.4% | -$109.76万 | 减仓 |
| BUSE | FIRST BUSEY CORP | $531.21万 | 0.28% | 210,214 | -150,924 | -41.8% | -$381.38万 | 减仓 |
| ICLR | ICON PLC | $550.69万 | 0.29% | 49,764 | -1,115 | -2.2% | -$12.34万 | 减仓 |
| SUI | SUN CMNTYS INC | $599.57万 | 0.32% | 47,600 | 840 | 1.8% | $10.58万 | 加仓 |
| IWF | ISHARES TR | $605.91万 | 0.32% | 14,210 | 63 | 0.4% | $2.69万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $618.43万 | 0.33% | 21,794 | -51,646 | -70.3% | -$1,465.51万 | 减仓 |
| HD | HOME DEPOT INC | $624.19万 | 0.33% | 18,979 | -117 | -0.6% | -$3.85万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $633.53万 | 0.33% | 32,290 | -770 | -2.3% | -$15.11万 | 减仓 |
| URI | UNITED RENTALS INC | $638.80万 | 0.34% | 8,768 | 8,768 | — | $638.80万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $661.36万 | 0.35% | 40,000 | -2,044 | -4.9% | -$33.80万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $701.10万 | 0.37% | 24,829 | -17,807 | -41.8% | -$502.82万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $703.73万 | 0.37% | 26,007 | 1,005 | 4.0% | $27.19万 | 加仓 |
| ESTC | ELASTIC N V | $715.58万 | 0.38% | 143,144 | 63,105 | 78.8% | $315.46万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $730.61万 | 0.39% | 88,291 | 1,204 | 1.4% | $9.96万 | 加仓 |
| NFLX | NETFLIX INC. | $730.81万 | 0.39% | 76,007 | 76,007 | — | $730.81万 | 新建仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $740.60万 | 0.39% | 34,437 | -1,854 | -5.1% | -$39.87万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $744.70万 | 0.39% | 23,213 | -1,260 | -5.1% | -$40.42万 | 减仓 |
| TREX | TREX INC | $758.03万 | 0.40% | 208,136 | 58,300 | 38.9% | $212.33万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $777.36万 | 0.41% | 17,797 | 0 | 0.0% | — | 不变 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $796.04万 | 0.42% | 172,340 | -109,182 | -38.8% | -$504.31万 | 减仓 |
| CBRE | CBRE GROUP INC | $797.64万 | 0.42% | 58,884 | 1,133 | 2.0% | $15.35万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $862.31万 | 0.46% | 2,048 | -19 | -0.9% | -$8.00万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $884.99万 | 0.47% | 43,557 | -7,630 | -14.9% | -$155.03万 | 减仓 |
| NKE | NIKE INC | $891.16万 | 0.47% | 168,717 | -431 | -0.3% | -$2.28万 | 减仓 |
| CVS | CVS HEALTH CORP | $894.10万 | 0.47% | 124,492 | 4,633 | 3.9% | $33.27万 | 加仓 |
| TCOM | TRIP COM GROUP LTD | $894.72万 | 0.47% | 179,699 | 3,879 | 2.2% | $19.31万 | 加仓 |
| NOW | SERVICENOW INC | $910.64万 | 0.48% | 87,101 | 87,101 | — | $910.64万 | 新建仓 |
| LVS | LAS VEGAS SANDS CORP | $917.96万 | 0.49% | 170,370 | -62,843 | -26.9% | -$338.60万 | 减仓 |
| ACWX | ISHARES TR | $933.04万 | 0.49% | 136,270 | -1,750 | -1.3% | -$11.98万 | 减仓 |
| LOW | LOWES COS INC | $940.02万 | 0.50% | 39,784 | 553 | 1.4% | $13.07万 | 加仓 |
| PEP | PEPSICO INC | $963.55万 | 0.51% | 62,048 | -331 | -0.5% | -$5.14万 | 减仓 |
| CZR | CAESARS ENTERTAINMENT INC NE | $969.03万 | 0.51% | 366,640 | 2,191 | 0.6% | $5.79万 | 加仓 |
| ASML | ASML HLDG NV | $977.84万 | 0.52% | 7,403 | -71 | -0.9% | -$9.38万 | 减仓 |
| ZGN | ERMENEGILDO ZEGNA N V | $982.04万 | 0.52% | 942,458 | 243,137 | 34.8% | $253.35万 | 加仓 |
| POOL | POOL CORP | $1,012.56万 | 0.54% | 50,045 | 12,422 | 33.0% | $251.33万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $1,022.92万 | 0.54% | 70,820 | -111 | -0.2% | -$1.60万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,061.80万 | 0.56% | 10,656 | -1,771 | -14.3% | -$176.47万 | 减仓 |
| IAU | ISHARES GOLD TR | $1,063.54万 | 0.56% | 120,637 | -55,470 | -31.5% | -$489.02万 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $1,123.82万 | 0.59% | 236,444 | -3,695 | -1.5% | -$17.56万 | 减仓 |
| PLNT | PLANET FITNESS MASTER ISSUER | $1,132.04万 | 0.60% | 152,197 | 79,915 | 110.6% | $594.41万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $1,142.07万 | 0.60% | 58,014 | 952 | 1.7% | $18.74万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $1,155.04万 | 0.61% | 112,500 | 4,596 | 4.3% | $47.19万 | 加仓 |
| RYAAY | RYANAIR HOLDINGS PLC | $1,163.73万 | 0.62% | 201,338 | -524 | -0.3% | -$3.03万 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $1,176.55万 | 0.62% | 59,572 | 1,055 | 1.8% | $20.84万 | 加仓 |
| DIS | DISNEY WALT CO | $1,203.88万 | 0.64% | 124,909 | 5,311 | 4.4% | $51.19万 | 加仓 |
| PSX | PHILLIPS 66 | $1,206.98万 | 0.64% | 66,252 | -1,435 | -2.1% | -$26.14万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $1,219.43万 | 0.64% | 363,682 | -3,136 | -0.9% | -$10.52万 | 减仓 |
| SLB | SLB LIMITED | $1,246.05万 | 0.66% | 242,469 | 1,732 | 0.7% | $8.90万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1,249.11万 | 0.66% | 157,576 | 369 | 0.2% | $2.93万 | 加仓 |
| AMJB | JPMORGAN CHASE FINL CO LLC | $1,272.01万 | 0.67% | 367,952 | -677 | -0.2% | -$2.34万 | 减仓 |
| MGM | MGM RESORTS INTERNATIONAL | $1,273.35万 | 0.67% | 344,057 | 1,404 | 0.4% | $5.20万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $1,329.39万 | 0.70% | 45,764 | 248 | 0.5% | $7.20万 | 加仓 |
| V | VISA INC | $1,396.86万 | 0.74% | 46,217 | 1,666 | 3.7% | $50.35万 | 加仓 |
| USDU | WISDOMTREE TR | $1,397.44万 | 0.74% | 530,739 | 17,496 | 3.4% | $46.07万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $1,402.89万 | 0.74% | 80,882 | 2,066 | 2.6% | $35.83万 | 加仓 |
| CRM | SALESFORCE INC | $1,414.41万 | 0.75% | 75,771 | 9,133 | 13.7% | $170.48万 | 加仓 |
| — | CARNIVAL PLC | $1,416.05万 | 0.75% | 549,495 | -8,771 | -1.6% | -$22.60万 | 减仓 |
| XYZ | BLOCK INC | $1,443.29万 | 0.76% | 239,829 | 9,683 | 4.2% | $58.27万 | 加仓 |
| — | COLUMBIA ETF TR II | $1,445.87万 | 0.76% | 263,029 | 33,678 | 14.7% | $185.13万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $1,454.03万 | 0.77% | 115,896 | 8,082 | 7.5% | $101.40万 | 加仓 |
| ICVT | ISHARES TR | $1,523.51万 | 0.81% | 149,672 | -976 | -0.6% | -$9.93万 | 减仓 |
| WMT | WALMART INC | $1,529.75万 | 0.81% | 123,089 | -10,732 | -8.0% | -$133.38万 | 减仓 |
| META | META PLATFORMS INC | $1,642.76万 | 0.87% | 28,713 | 231 | 0.8% | $13.22万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,659.01万 | 0.88% | 34,620 | -244 | -0.7% | -$11.69万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,675.15万 | 0.89% | 25,758 | 617 | 2.5% | $40.13万 | 加仓 |
| — | EXXON MOBIL CORP | $1,717.36万 | 0.91% | 101,224 | -332 | -0.3% | -$5.63万 | 减仓 |
| MELI | MERCADOLIBRE INC | $1,719.68万 | 0.91% | 9,946 | -149 | -1.5% | -$25.76万 | 减仓 |
| GXC | SPDR INDEX SHS FDS | $1,819.23万 | 0.96% | 195,364 | 2,832 | 1.5% | $26.37万 | 加仓 |
| DHR | DANAHER CORP DEL | $1,878.36万 | 0.99% | 99,069 | 1,368 | 1.4% | $25.94万 | 加仓 |
| BWA | BORGWARNER INC | $1,891.59万 | 1.00% | 348,616 | -16,876 | -4.6% | -$91.57万 | 减仓 |
| TLT | ISHARES TR | $1,921.81万 | 1.02% | 221,687 | 3,157 | 1.4% | $27.37万 | 加仓 |
| MNA | NEW YORK LIFE INVESTMENTS ET | $2,014.90万 | 1.07% | 554,304 | 6,733 | 1.2% | $24.47万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $2,161.04万 | 1.14% | 43,966 | 8,793 | 25.0% | $432.20万 | 加仓 |
| XBI | SPDR SERIES TRUST | $2,182.12万 | 1.15% | 170,839 | -10,125 | -5.6% | -$129.33万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $2,184.57万 | 1.16% | 107,387 | -1,363 | -1.3% | -$27.73万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $2,256.10万 | 1.19% | 140,725 | 32,501 | 30.0% | $521.06万 | 加仓 |
| EWN | ISHARES INC | $2,263.16万 | 1.20% | 393,525 | 324 | 0.1% | $1.86万 | 加仓 |
| ILF | ISHARES TR | $2,312.10万 | 1.22% | 650,930 | -18,686 | -2.8% | -$66.37万 | 减仓 |
| — | GLOBAL X FDS | $2,608.05万 | 1.38% | 618,608 | 9,294 | 1.5% | $39.18万 | 加仓 |
| GOOGL | ALPHABET INC | $2,708.32万 | 1.43% | 94,183 | 3,965 | 4.4% | $114.02万 | 加仓 |
| ICSH | ISHARES TR | $3,061.12万 | 1.62% | 604,726 | 39,299 | 7.0% | $198.93万 | 加仓 |
| RWX | SPDR INDEX SHS FDS | $3,071.46万 | 1.62% | 1,153,817 | 5,762 | 0.5% | $15.34万 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $3,081.88万 | 1.63% | 767,782 | -1,038 | -0.1% | -$4.17万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $3,256.90万 | 1.72% | 110,719 | 145 | 0.1% | $4.27万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $3,257.20万 | 1.72% | 186,766 | -10,250 | -5.2% | -$178.76万 | 减仓 |
| GOOG | ALPHABET INC | $3,432.54万 | 1.81% | 119,659 | -1,319 | -1.1% | -$37.84万 | 减仓 |
| DJP | BARCLAYS BANK PLC | $3,445.89万 | 1.82% | 715,805 | -20,217 | -2.7% | -$97.32万 | 减仓 |
| AMZN | AMAZON COM INC | $3,727.91万 | 1.97% | 178,994 | 38,683 | 27.6% | $805.65万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $4,031.97万 | 2.13% | 489,139 | 599 | 0.1% | $4.94万 | 加仓 |