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 |
|---|---|---|---|---|---|---|---|---|
| CNC | CENTENE CORP DEL | $20.23万 | 0.01% | 3,151 | 3,151 | — | $20.23万 | 新建仓 |
| — | NUVEEN CALIFORNIA MUNI VLU F | $15.86万 | 0.01% | 17,000 | 0 | 0.0% | — | 不变 |
| ASAN | ASANA INC | $8.56万 | 0.00% | 12,226 | 0 | 0.0% | — | 不变 |
| — | 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 |