GENEVA CAPITAL MANAGEMENT LLC
MILWAUKEE WI · SEC CIK 0001009232
$43.62亿2026Q2 申报市值
119持仓数
32.3%前十大占比 · 第一大 4.4%
1 / 2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
HEI/A 加仓+$810.51万
CR 新建仓+$727.58万
ULS 加仓+$671.75万
IWO 加仓+$609.58万
CGNX 加仓+$541.27万
2026Q2 卖出最多 按季末市值估算
ONTO 减仓-$8,297.55万
AAON 减仓-$6,606.73万
ESE 减仓-$6,207.86万
RBC 减仓-$5,580.66万
ROAD 减仓-$3,765.90万
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 |
|---|---|---|---|---|---|---|---|---|
| GOOGL | Alphabet Inc. | $283.18万 | 0.06% | 7,924 | -1,176 | -12.9% | -$42.03万 | 减仓 |
| CRL | Charles River Laboratories International, Inc. | $253.41万 | 0.06% | 11,174 | -768 | -6.4% | -$17.42万 | 减仓 |
| MRVL | Marvell Technology Inc | $224.61万 | 0.05% | 7,540 | -18,654 | -71.2% | -$555.68万 | 减仓 |
| TJX | The TJX Companies Inc. | $194.92万 | 0.04% | 12,866 | -4,096 | -24.1% | -$62.05万 | 减仓 |
| WMT | Walmart Inc | $192.90万 | 0.04% | 17,032 | -2,484 | -12.7% | -$28.13万 | 减仓 |
| COST | Costco Wholesale Corporation | $180.64万 | 0.04% | 1,931 | -301 | -13.5% | -$28.16万 | 减仓 |
| V | Visa Inc | $180.33万 | 0.04% | 5,256 | -773 | -12.8% | -$26.52万 | 减仓 |
| TMO | Thermo Fisher Scientific Inc | $178.13万 | 0.04% | 3,553 | -593 | -14.3% | -$29.73万 | 减仓 |
| MSFT | Microsoft Corp. | $170.58万 | 0.04% | 4,573 | -689 | -13.1% | -$25.70万 | 减仓 |
| EW | Edwards Lifesciences Corporation | $166.24万 | 0.04% | 18,377 | -2,866 | -13.5% | -$25.93万 | 减仓 |
| ECL | Ecolab Inc. | $155.72万 | 0.04% | 5,589 | 32 | 0.6% | $8,916 | 加仓 |
| MSI | Motorola Solutions Inc | $154.11万 | 0.04% | 3,711 | 39 | 1.1% | $1.62万 | 加仓 |
| SPGI | S&P Global Inc | $142.50万 | 0.03% | 3,499 | 730 | 26.4% | $29.73万 | 加仓 |
| VBK | Vanguard Index Funds | $135.19万 | 0.03% | 3,697 | -7,654 | -67.4% | -$279.89万 | 减仓 |
| ISRG | Intuitive Surgical Inc. | $131.63万 | 0.03% | 3,310 | 16 | 0.5% | $6,363 | 加仓 |
| LOW | Lowes Companies, Inc. | $124.09万 | 0.03% | 5,628 | -786 | -12.3% | -$17.33万 | 减仓 |
| CRM | Salesforce Inc. | $73.27万 | 0.02% | 4,677 | 673 | 16.8% | $10.54万 | 加仓 |
| VLTO | Veralto Corp. | $70.13万 | 0.02% | 7,908 | -1,318 | -14.3% | -$11.69万 | 减仓 |
| DHR | Danaher Corporation | $58.46万 | 0.01% | 3,069 | -478 | -13.5% | -$9.10万 | 减仓 |
| CERT | Certara Inc | $0 | 0.00% | 0 | -2,743,484 | -100.0% | -$1,563.79万 | 清仓 |
| FBIN | Fortune Brands Innovations Inc | $0 | 0.00% | 0 | -59,654 | -100.0% | -$232.47万 | 清仓 |