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 |
|---|---|---|---|---|---|---|---|---|
| AMD | ADVANCED MICRO DEVICES INC | $3,008.59万 | 1.67% | 51,791 | -55,596 | -51.8% | -$3,229.63万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $3,061.42万 | 1.70% | 93,527 | -17,192 | -15.5% | -$562.75万 | 减仓 |
| DJP | BARCLAYS BANK PLC | $3,105.22万 | 1.73% | 710,414 | -5,391 | -0.8% | -$23.56万 | 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 |
| NVDA | NVIDIA CORPORATION | $3,567.02万 | 1.98% | 178,271 | -8,495 | -4.5% | -$169.98万 | 减仓 |
| AMZN | AMAZON COM INC | $3,804.86万 | 2.11% | 159,640 | -19,354 | -10.8% | -$461.28万 | 减仓 |
| GOOG | ALPHABET INC | $4,102.73万 | 2.28% | 116,116 | -3,543 | -3.0% | -$125.18万 | 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 |
| VNQ | VANGUARD INDEX FDS | $4,477.56万 | 2.49% | 464,333 | -21,138 | -4.4% | -$203.83万 | 减仓 |
| EWJ | ISHARES INC | $4,946.49万 | 2.75% | 530,341 | 2,340 | 0.4% | $21.83万 | 加仓 |
| MSFT | MICROSOFT CORP | $5,261.55万 | 2.92% | 141,053 | -14,871 | -9.5% | -$554.72万 | 减仓 |
| AAPL | APPLE INC | $6,926.20万 | 3.85% | 239,363 | -43,755 | -15.5% | -$1,266.09万 | 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 |
| VEU | VANGUARD INTL EQUITY INDEX F | $1.54亿 | 8.55% | 1,836,963 | -4,600 | -0.2% | -$38.52万 | 减仓 |