MCDONALD CAPITAL INVESTORS INC/CA
ORINDA CA · SEC CIK 0001033225
$13.69亿2026Q2 申报市值
20持仓数
76.3%前十大占比 · 第一大 12.9%
0 / 1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
CPRT 加仓+$888.31万
2026Q2 卖出最多 按季末市值估算
PGR 减仓-$1,619.48万
BRK/B 减仓-$1,120.27万
AMZN 减仓-$971.14万
BN 减仓-$873.47万
ECL 减仓-$830.56万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| EXPD | EXPEDITORS INTL WASH INC | $0 | 0.00% | 0 | -8,860 | -100.0% | -$126.90万 | 清仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $24.36万 | 0.02% | 1,145 | -50 | -4.2% | -$1.06万 | 减仓 |
| GOOG | ALPHABET INC | $75.08万 | 0.05% | 2,125 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $192.12万 | 0.14% | 40,000 | -69,280 | -63.4% | -$332.75万 | 减仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $1,136.75万 | 0.83% | 253,457 | -85,578 | -25.2% | -$383.82万 | 减仓 |
| NKE | NIKE INC | $3,017.94万 | 2.20% | 735,186 | -67,835 | -8.4% | -$278.46万 | 减仓 |
| FDS | FACTSET RESH SYS INC | $4,038.85万 | 2.95% | 175,541 | -12,600 | -6.7% | -$289.90万 | 减仓 |
| WFC | WELLS FARGO & CO | $5,217.42万 | 3.81% | 631,343 | -59,271 | -8.6% | -$489.82万 | 减仓 |
| CPRT | COPART INC | $5,704.78万 | 4.17% | 2,023,689 | 315,115 | 18.4% | $888.31万 | 加仓 |
| UNP | UNION PAC CORP | $5,707.16万 | 4.17% | 209,822 | -20,427 | -8.9% | -$555.61万 | 减仓 |
| ECL | ECOLAB INC | $7,308.08万 | 5.34% | 262,305 | -29,811 | -10.2% | -$830.56万 | 减仓 |
| NFLX | NETFLIX INC. | $7,470.56万 | 5.46% | 1,046,297 | -39,049 | -3.6% | -$278.81万 | 减仓 |
| PAYX | PAYCHEX INC | $7,596.35万 | 5.55% | 772,536 | -66,669 | -7.9% | -$655.56万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $8,014.75万 | 5.85% | 138,976 | -10,936 | -7.3% | -$630.68万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $8,111.92万 | 5.92% | 247,821 | -20,435 | -7.6% | -$668.90万 | 减仓 |
| GOOGL | ALPHABET INC | $8,187.74万 | 5.98% | 229,111 | -16,991 | -6.9% | -$607.21万 | 减仓 |
| BN | BROOKFIELD CORP | $1.04亿 | 7.58% | 2,437,749 | -205,087 | -7.8% | -$873.47万 | 减仓 |
| AMZN | AMAZON COM INC | $1.10亿 | 8.05% | 462,374 | -40,746 | -8.1% | -$971.14万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $1.20亿 | 8.79% | 193,038 | -12,833 | -6.2% | -$800.19万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.41亿 | 10.28% | 281,317 | -22,388 | -7.4% | -$1,120.27万 | 减仓 |
| PGR | PROGRESSIVE CORP | $1.76亿 | 12.87% | 806,728 | -74,135 | -8.4% | -$1,619.48万 | 减仓 |