GENEVA CAPITAL MANAGEMENT LLC
MILWAUKEE WI · SEC CIK 0001009232
$47.06亿2026Q1 申报市值
120持仓数
32.3%前十大占比 · 第一大 4.4%
2 / 5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
LMB 新建仓+$1,842.68万
CSW 新建仓+$1,744.41万
LOAR 加仓+$1,741.91万
DORM 加仓+$1,659.56万
FSV 加仓+$1,564.80万
2026Q1 卖出最多 按季末市值估算
RBC 减仓-$7,215.35万
ESE 减仓-$4,550.57万
ROAD 减仓-$2,890.04万
ONTO 减仓-$2,571.54万
SPSC 清仓-$2,507.70万
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 |
|---|---|---|---|---|---|---|---|---|
| IWP | ISHARES TR | $299.28万 | 0.06% | 23,359 | -41,304 | -63.9% | -$529.19万 | 减仓 |
| TJX | The TJX Companies Inc. | $270.88万 | 0.06% | 16,962 | -5,165 | -23.3% | -$82.49万 | 减仓 |
| GOOGL | Alphabet Inc. | $261.68万 | 0.06% | 9,100 | -1,756 | -16.2% | -$50.50万 | 减仓 |
| MRVL | Marvell Technology Inc | $259.45万 | 0.06% | 26,194 | -4,966 | -15.9% | -$49.19万 | 减仓 |
| WMT | Walmart Inc | $242.54万 | 0.05% | 19,516 | -3,769 | -16.2% | -$46.84万 | 减仓 |
| FBIN | Fortune Brands Innovations Inc | $232.47万 | 0.05% | 59,654 | -3,219 | -5.1% | -$12.54万 | 减仓 |
| COST | Costco Wholesale Corporation | $222.40万 | 0.05% | 2,232 | -726 | -24.5% | -$72.34万 | 减仓 |
| CRL | Charles River Laboratories International, Inc. | $205.99万 | 0.04% | 11,942 | -214 | -1.8% | -$3.69万 | 减仓 |
| TMO | Thermo Fisher Scientific Inc | $203.79万 | 0.04% | 4,146 | -785 | -15.9% | -$38.59万 | 减仓 |
| MSFT | Microsoft Corp. | $194.78万 | 0.04% | 5,262 | -1,011 | -16.1% | -$37.42万 | 减仓 |
| V | Visa Inc | $182.22万 | 0.04% | 6,029 | -1,166 | -16.2% | -$35.24万 | 减仓 |
| EW | Edwards Lifesciences Corporation | $170.11万 | 0.04% | 21,243 | 4,091 | 23.9% | $32.76万 | 加仓 |
| MSI | Motorola Solutions Inc | $159.35万 | 0.03% | 3,672 | -696 | -15.9% | -$30.20万 | 减仓 |
| ISRG | Intuitive Surgical Inc. | $151.85万 | 0.03% | 3,294 | -627 | -16.0% | -$28.90万 | 减仓 |
| LOW | Lowes Companies, Inc. | $151.55万 | 0.03% | 6,414 | -1,248 | -16.3% | -$29.49万 | 减仓 |
| ECL | Ecolab Inc. | $147.83万 | 0.03% | 5,557 | -1,062 | -16.0% | -$28.25万 | 减仓 |
| SPGI | S&P Global Inc | $117.78万 | 0.03% | 2,769 | -527 | -16.0% | -$22.42万 | 减仓 |
| VLTO | Veralto Corp. | $81.58万 | 0.02% | 9,226 | -1,752 | -16.0% | -$15.49万 | 减仓 |
| CRM | Salesforce Inc. | $74.74万 | 0.02% | 4,004 | -761 | -16.0% | -$14.21万 | 减仓 |
| DHR | Danaher Corporation | $67.25万 | 0.01% | 3,547 | -5,219 | -59.5% | -$98.95万 | 减仓 |
| SPSC | SPS Commerce Inc | $0 | 0.00% | 0 | -281,354 | -100.0% | -$2,507.70万 | 清仓 |
| MRTN | Marten Transport Ltd. | $0 | 0.00% | 0 | -1,868,567 | -100.0% | -$2,126.43万 | 清仓 |
| AZTA | Azenta Inc | $0 | 0.00% | 0 | -463,408 | -100.0% | -$1,541.29万 | 清仓 |
| MLAB | Mesa Laboratories Inc. | $0 | 0.00% | 0 | -178,713 | -100.0% | -$1,402.89万 | 清仓 |
| IJK | iShare Trust | $0 | 0.00% | 0 | -2,582 | -100.0% | -$25.02万 | 清仓 |