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 |
|---|---|---|---|---|---|---|---|---|
| NICE | NICE LTD | $0 | 0.00% | 0 | -77,760 | -100.0% | -$879.00万 | 清仓 |
| GPN | GLOBAL PMTS INC | $0 | 0.00% | 0 | -103,651 | -100.0% | -$802.25万 | 清仓 |
| WDAY | WORKDAY INC | $0 | 0.00% | 0 | -27,043 | -100.0% | -$580.83万 | 清仓 |
| YUMC | YUM CHINA HLDGS INC | $0 | 0.00% | 0 | -17,900 | -100.0% | -$85.45万 | 清仓 |
| RAL | RALLIANT CORP | $0 | 0.00% | 0 | -13,150 | -100.0% | -$66.95万 | 清仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $0 | 0.00% | 0 | -13,055 | -100.0% | -$57.89万 | 清仓 |
| SCHX | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -13,200 | -100.0% | -$35.52万 | 清仓 |
| COPX | GLOBAL X FDS | $0 | 0.00% | 0 | -4,247 | -100.0% | -$30.49万 | 清仓 |
| GIS | GENERAL MLS INC | $0 | 0.00% | 0 | -4,500 | -100.0% | -$20.93万 | 清仓 |
| KMB | KIMBERLY-CLARK CORP | $0 | 0.00% | 0 | -2,000 | -100.0% | -$20.18万 | 清仓 |
| ASAN | ASANA INC | $7.82万 | 0.00% | 12,226 | 0 | 0.0% | — | 不变 |
| — | NUVEEN CALIFORNIA MUNI VLU F | $15.95万 | 0.01% | 17,000 | 0 | 0.0% | — | 不变 |
| LH | LABCORP HOLDINGS INC | $20.49万 | 0.01% | 768 | 15 | 2.0% | $4,002 | 重新持有 |
| BKLN | INVESCO EXCH TRADED FD TR II | $21.00万 | 0.01% | 10,290 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $21.54万 | 0.01% | 4,290 | -1,775 | -29.3% | -$8.91万 | 重新持有 |
| FDX | FEDEX CORP | $21.62万 | 0.01% | 607 | -89 | -12.8% | -$3.17万 | 减仓 |
| VIOG | VANGUARD ADMIRAL FDS INC | $22.03万 | 0.01% | 1,770 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $22.12万 | 0.01% | 5,013 | -500 | -9.1% | -$2.21万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $22.44万 | 0.01% | 1,300 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $22.66万 | 0.01% | 375 | -49 | -11.6% | -$2.96万 | 减仓 |
| ECL | ECOLAB INC | $23.36万 | 0.01% | 878 | -1,550 | -63.8% | -$41.23万 | 减仓 |
| TSLA | TESLA INC | $23.94万 | 0.01% | 644 | -48 | -6.9% | -$1.78万 | 减仓 |
| DHI | D R HORTON INC | $23.97万 | 0.01% | 1,747 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $24.14万 | 0.01% | 3,461 | 3,461 | — | $24.14万 | 新建仓 |
| CMCSA | COMCAST CORP NEW | $24.55万 | 0.01% | 8,552 | -109 | -1.3% | -$3,129 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $25.06万 | 0.01% | 1,199 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $25.23万 | 0.01% | 509 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $26.18万 | 0.01% | 775 | -1,035 | -57.2% | -$34.97万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $26.91万 | 0.01% | 539 | -2 | -0.4% | -$999 | 减仓 |
| — | VANECK ETF TRUST | $27.14万 | 0.01% | 1,956 | 0 | 0.0% | — | 不变 |
| PHO | INVESCO EXCHANGE TRADED FD T | $27.26万 | 0.01% | 4,077 | 500 | 14.0% | $3.34万 | 加仓 |
| MCHI | ISHARES TR | $28.03万 | 0.01% | 4,990 | 25 | 0.5% | $1,404 | 加仓 |
| ICLN | ISHARES TR | $28.12万 | 0.01% | 15,375 | -1,010 | -6.2% | -$1.85万 | 减仓 |
| MRK | MERCK & CO INC | $29.00万 | 0.02% | 2,411 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $29.06万 | 0.02% | 5,961 | 272 | 4.8% | $1.33万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $29.48万 | 0.02% | 1,061 | -339 | -24.2% | -$9.42万 | 减仓 |
| MS | MORGAN STANLEY | $30.86万 | 0.02% | 1,875 | 0 | 0.0% | — | 不变 |
| OGE | OGE ENERGY CORP | $31.17万 | 0.02% | 6,500 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $31.52万 | 0.02% | 1,203 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $32.16万 | 0.02% | 2,258 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $32.46万 | 0.02% | 2,611 | 2,611 | — | $32.46万 | 新建仓 |
| VXUS | VANGUARD STAR FDS | $33.12万 | 0.02% | 4,295 | -855 | -16.6% | -$6.59万 | 减仓 |
| MCD | MCDONALDS CORP | $34.59万 | 0.02% | 1,113 | -7 | -0.6% | -$2,176 | 减仓 |
| IEUR | ISHARES TR | $35.56万 | 0.02% | 5,060 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $37.15万 | 0.02% | 6,555 | 0 | 0.0% | — | 不变 |
| ABM | ABM INDS INC | $41.99万 | 0.02% | 10,900 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $42.29万 | 0.02% | 2,125 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $42.92万 | 0.02% | 4,615 | -1,400 | -23.3% | -$13.02万 | 减仓 |
| IJH | ISHARES TR | $42.93万 | 0.02% | 6,357 | -705 | -10.0% | -$4.76万 | 减仓 |
| RTX | RTX CORPORATION | $44.56万 | 0.02% | 2,310 | -51,834 | -95.7% | -$999.88万 | 减仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $44.68万 | 0.02% | 1,514 | 1,514 | — | $44.68万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $49.88万 | 0.03% | 1,737 | 861 | 98.3% | $24.73万 | 加仓 |
| EFV | ISHARES TR | $51.93万 | 0.03% | 6,985 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $54.34万 | 0.03% | 1,524 | -230 | -13.1% | -$8.20万 | 减仓 |
| ESGU | ISHARES TR | $58.43万 | 0.03% | 4,132 | 50 | 1.2% | $7,071 | 加仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $59.55万 | 0.03% | 13,396 | 20 | 0.1% | $889 | 加仓 |
| AMAT | APPLIED MATLS INC | $60.67万 | 0.03% | 1,775 | 16 | 0.9% | $5,469 | 加仓 |
| IWR | ISHARES TR | $64.17万 | 0.03% | 6,600 | 0 | 0.0% | — | 不变 |
| CF | CF INDUSTRIES HOLD | $64.70万 | 0.03% | 4,983 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $66.06万 | 0.03% | 7,029 | 50 | 0.7% | $4,699 | 加仓 |
| VOO | VANGUARD INDEX FDS | $66.69万 | 0.04% | 1,116 | 420 | 60.3% | $25.10万 | 加仓 |
| CSX | CSX CORP | $68.16万 | 0.04% | 16,604 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $68.52万 | 0.04% | 2,827 | -65 | -2.2% | -$1.58万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $80.14万 | 0.04% | 3,751 | -350 | -8.5% | -$7.48万 | 减仓 |
| IDEV | ISHARES TR | $80.39万 | 0.04% | 9,620 | 9,620 | — | $80.39万 | 新建仓 |
| GEV | GE VERNOVA INC | $92.53万 | 0.05% | 1,060 | 0 | 0.0% | — | 不变 |
| VMC | VULCAN MATLS CO | $98.16万 | 0.05% | 3,605 | -35,234 | -90.7% | -$959.42万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $98.53万 | 0.05% | 10,608 | -44 | -0.4% | -$4,087 | 减仓 |
| AZO | AUTOZONE INC | $102.35万 | 0.05% | 303 | 0 | 0.0% | — | 不变 |
| RWR | SPDR SERIES TRUST | $109.19万 | 0.06% | 10,814 | -110 | -1.0% | -$1.11万 | 减仓 |
| ORCL | ORACLE CORP | $109.66万 | 0.06% | 7,454 | -792 | -9.6% | -$11.65万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $113.64万 | 0.06% | 1,843 | -191 | -9.4% | -$11.78万 | 减仓 |
| EEM | ISHARES TR | $118.75万 | 0.06% | 20,910 | 0 | 0.0% | — | 不变 |
| NEAR | ISHARES U S ETF TR | $124.04万 | 0.07% | 24,400 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $133.25万 | 0.07% | 16,738 | 26 | 0.2% | $2,070 | 加仓 |
| GE | GE AEROSPACE | $138.82万 | 0.07% | 4,892 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $145.52万 | 0.08% | 5,868 | -42 | -0.7% | -$1.04万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $155.14万 | 0.08% | 24,211 | 2,687 | 12.5% | $17.22万 | 加仓 |
| QQQ | INVESCO QQQ TR | $158.50万 | 0.08% | 2,746 | 324 | 13.4% | $18.70万 | 加仓 |
| EFA | ISHARES TR | $165.10万 | 0.09% | 16,998 | 43 | 0.3% | $4,177 | 加仓 |
| DE | DEERE & CO | $171.81万 | 0.09% | 3,050 | -2 | -0.1% | -$1,127 | 减仓 |
| CSCO | CISCO SYS INC | $182.76万 | 0.10% | 23,554 | -85 | -0.4% | -$6,595 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $187.32万 | 0.10% | 9,760 | -1,653 | -14.5% | -$31.72万 | 减仓 |
| AVGO | BROADCOM INC | $189.48万 | 0.10% | 6,122 | 491 | 8.7% | $15.20万 | 加仓 |
| DVY | ISHARES TR | $190.23万 | 0.10% | 12,564 | -350 | -2.7% | -$5.30万 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $194.16万 | 0.10% | 39,000 | 39,000 | — | $194.16万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $231.17万 | 0.12% | 11,173 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $232.10万 | 0.12% | 3,553 | -672 | -15.9% | -$43.90万 | 减仓 |
| ABBV | ABBVIE INC | $249.66万 | 0.13% | 11,479 | -216 | -1.8% | -$4.70万 | 减仓 |
| GSEW | GOLDMAN SACHS ETF TR | $252.84万 | 0.13% | 29,865 | 1,950 | 7.0% | $16.51万 | 加仓 |
| KO | COCA COLA CO | $255.69万 | 0.14% | 33,621 | -81 | -0.2% | -$6,160 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $259.32万 | 0.14% | 44,989 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $268.80万 | 0.14% | 12,580 | -28 | -0.2% | -$5,983 | 减仓 |
| YUM | YUM BRANDS INC | $278.31万 | 0.15% | 17,900 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $303.30万 | 0.16% | 10,027 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $304.90万 | 0.16% | 108,581 | -26,270 | -19.5% | -$73.77万 | 减仓 |
| LLY | ELI LILLY & CO | $317.96万 | 0.17% | 3,457 | -22 | -0.6% | -$2.02万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $331.73万 | 0.18% | 56,435 | -34,895 | -38.2% | -$205.11万 | 减仓 |
| UNP | UNION PAC CORP | $371.28万 | 0.20% | 15,303 | -43,688 | -74.1% | -$1,059.96万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $383.56万 | 0.20% | 13,150 | 0 | 0.0% | — | 不变 |