MCDONALD CAPITAL INVESTORS INC/CA
ORINDA CA · SEC CIK 0001033225
$14.61亿2026Q1 申报市值
21持仓数
76.5%前十大占比 · 第一大 11.9%
0 / 0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
CPRT 加仓+$746.25万
FDS 加仓+$52.01万
2026Q1 卖出最多 按季末市值估算
FAST 减仓-$3,582.82万
BN 减仓-$227.82万
BRK/B 减仓-$207.25万
REGN 减仓-$183.12万
AMZN 减仓-$179.11万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| PGR | PROGRESSIVE CORP | $1.75亿 | 11.95% | 880,863 | -2,837 | -0.3% | -$56.24万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $1.59亿 | 10.88% | 205,871 | -2,370 | -1.1% | -$183.12万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.46亿 | 9.96% | 303,705 | -4,325 | -1.4% | -$207.25万 | 减仓 |
| BN | BROOKFIELD CORP | $1.07亿 | 7.32% | 2,642,836 | -56,294 | -2.1% | -$227.82万 | 减仓 |
| AMZN | AMAZON COM INC | $1.05亿 | 7.17% | 503,120 | -8,600 | -1.7% | -$179.11万 | 减仓 |
| NFLX | NETFLIX INC. | $1.04亿 | 7.14% | 1,085,346 | -739 | -0.1% | -$7.11万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $8,825.02万 | 6.04% | 149,912 | -1,726 | -1.1% | -$101.61万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $7,891.02万 | 5.40% | 268,256 | -828 | -0.3% | -$24.36万 | 减仓 |
| ECL | ECOLAB INC | $7,770.87万 | 5.32% | 292,116 | -4,406 | -1.5% | -$117.21万 | 减仓 |
| PAYX | PAYCHEX INC | $7,730.76万 | 5.29% | 839,205 | -3,656 | -0.4% | -$33.68万 | 减仓 |
| GOOGL | ALPHABET INC | $7,076.91万 | 4.84% | 246,102 | -2,220 | -0.9% | -$63.84万 | 减仓 |
| CPRT | COPART INC | $5,672.47万 | 3.88% | 1,708,574 | 224,775 | 15.1% | $746.25万 | 加仓 |
| UNP | UNION PAC CORP | $5,586.30万 | 3.82% | 230,249 | -2,500 | -1.1% | -$60.65万 | 减仓 |
| WFC | WELLS FARGO & CO | $5,497.98万 | 3.76% | 690,614 | -9,068 | -1.3% | -$72.19万 | 减仓 |
| NKE | NIKE INC | $4,241.56万 | 2.90% | 803,021 | -9,380 | -1.2% | -$49.55万 | 减仓 |
| FDS | FACTSET RESH SYS INC | $4,082.47万 | 2.79% | 188,141 | 2,397 | 1.3% | $52.01万 | 加仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $1,507.01万 | 1.03% | 339,035 | -3,749 | -1.1% | -$16.66万 | 减仓 |
| FAST | FASTENAL CO | $507.06万 | 0.35% | 109,280 | -772,160 | -87.6% | -$3,582.82万 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $126.90万 | 0.09% | 8,860 | -2,490 | -21.9% | -$35.66万 | 减仓 |
| GOOG | ALPHABET INC | $60.96万 | 0.04% | 2,125 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $22.93万 | 0.02% | 1,195 | 0 | 0.0% | — | 不变 |