MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC
BOISE ID · SEC CIK 0001067324
$6.35亿2026Q2 申报市值
146持仓数
41.6%前十大占比 · 第一大 10.0%
6 / 3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
WINA 加仓+$50.56万
TYL 新建仓+$47.90万
RSP 加仓+$47.62万
SNDK 新建仓+$37.97万
MMSI 加仓+$35.83万
2026Q2 卖出最多 按季末市值估算
APH 减仓-$231.24万
AME 减仓-$182.64万
VRT 减仓-$153.68万
FIS 减仓-$142.09万
IEX 减仓-$86.97万
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 |
|---|---|---|---|---|---|---|---|---|
| APH | AMPHENOL CORP | $6,325.92万 | 9.96% | 358,775 | -13,115 | -3.5% | -$231.24万 | 减仓 |
| AME | AMETEK INC | $4,179.63万 | 6.58% | 172,755 | -7,549 | -4.2% | -$182.64万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $2,606.54万 | 4.10% | 77,849 | -4,590 | -5.6% | -$153.68万 | 减仓 |
| IEX | IDEX CORP | $2,591.02万 | 4.08% | 114,167 | -3,832 | -3.2% | -$86.97万 | 减仓 |
| DHR | DANAHER CORP DEL | $2,334.96万 | 3.67% | 122,583 | -3,623 | -2.9% | -$69.01万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1,894.69万 | 2.98% | 37,791 | -718 | -1.9% | -$36.00万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $1,731.14万 | 2.72% | 75,408 | -82 | -0.1% | -$1.88万 | 减仓 |
| XYL | XYLEM INC | $1,588.31万 | 2.50% | 134,363 | -3,565 | -2.6% | -$42.14万 | 减仓 |
| ATR | APTARGROUP INC | $1,579.86万 | 2.49% | 126,187 | -5,095 | -3.9% | -$63.79万 | 减仓 |
| DCI | DONALDSON INC | $1,574.96万 | 2.48% | 175,444 | -5,736 | -3.2% | -$51.49万 | 减仓 |
| NVT | NVENT ELEC PLC | $1,352.08万 | 2.13% | 79,717 | -2,079 | -2.5% | -$35.26万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $1,352.04万 | 2.13% | 39,955 | -1,990 | -4.7% | -$67.34万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $1,321.67万 | 2.08% | 11,450 | -344 | -2.9% | -$39.71万 | 减仓 |
| FIX | COMFORT SYS USA INC | $1,225.24万 | 1.93% | 6,182 | -374 | -5.7% | -$74.12万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $1,137.94万 | 1.79% | 146,058 | -3,480 | -2.3% | -$27.11万 | 减仓 |
| FISV | FISERV INC | $1,130.85万 | 1.78% | 230,550 | -17,552 | -7.1% | -$86.09万 | 减仓 |
| NDSN | NORDSON CORP | $1,127.66万 | 1.77% | 37,378 | -1,694 | -4.3% | -$51.11万 | 减仓 |
| LSTR | LANDSTAR SYS INC | $1,105.44万 | 1.74% | 53,452 | -1,717 | -3.1% | -$35.51万 | 减仓 |
| RBC | RBC BEARINGS INC | $1,073.78万 | 1.69% | 16,672 | -1,232 | -6.9% | -$79.35万 | 减仓 |
| GGG | GRACO INC | $1,072.36万 | 1.69% | 141,828 | -6,498 | -4.4% | -$49.13万 | 减仓 |
| VRSK | VERISK ANALYTICS INC | $1,047.58万 | 1.65% | 58,351 | -2,194 | -3.6% | -$39.39万 | 减仓 |
| FAST | FASTENAL CO | $951.00万 | 1.50% | 198,002 | 7,151 | 3.7% | $34.35万 | 加仓 |
| RPM | RPM INTL INC | $949.92万 | 1.50% | 85,463 | -2,597 | -2.9% | -$28.87万 | 减仓 |
| ECL | ECOLAB INC | $938.16万 | 1.48% | 33,673 | 688 | 2.1% | $19.17万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $918.71万 | 1.45% | 9,821 | -143 | -1.4% | -$13.38万 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC | $739.76万 | 1.16% | 76,358 | -4,170 | -5.2% | -$40.40万 | 减仓 |
| AIZ | ASSURANT INC | $729.68万 | 1.15% | 27,173 | -644 | -2.3% | -$17.29万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $701.17万 | 1.10% | 21,421 | 281 | 1.3% | $9.20万 | 加仓 |
| CLH | CLEAN HARBORS INC | $645.21万 | 1.02% | 21,597 | -1,835 | -7.8% | -$54.82万 | 减仓 |
| FTV | FORTIVE CORP | $601.70万 | 0.95% | 98,494 | -4,100 | -4.0% | -$25.05万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $598.00万 | 0.94% | 75,668 | -3,410 | -4.3% | -$26.95万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $559.19万 | 0.88% | 26,281 | 2,238 | 9.3% | $47.62万 | 加仓 |
| CSW | CSW INDUSTRIALS INC | $519.31万 | 0.82% | 18,660 | -414 | -2.2% | -$11.52万 | 减仓 |
| SPGI | S&P GLOBAL INC | $519.05万 | 0.82% | 12,745 | -213 | -1.6% | -$8.67万 | 减仓 |
| MSA | MSA SAFETY INC | $514.42万 | 0.81% | 29,466 | -260 | -0.9% | -$4.54万 | 减仓 |
| — | EXXON MOBIL CORP | $508.57万 | 0.80% | 37,198 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP | $460.32万 | 0.72% | 51,908 | -2,291 | -4.2% | -$20.32万 | 减仓 |
| MSFT | MICROSOFT CORP | $435.29万 | 0.69% | 11,669 | 0 | 0.0% | — | 不变 |
| FIS | FIDELITY NATL INFORMATION SV | $424.57万 | 0.67% | 109,199 | -36,546 | -25.1% | -$142.09万 | 减仓 |
| UFPT | UFP TECHNOLOGIES INC | $410.53万 | 0.65% | 15,484 | -1,120 | -6.7% | -$29.69万 | 减仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $406.02万 | 0.64% | 12,007 | -864 | -6.7% | -$29.22万 | 减仓 |
| USB | US BANCORP | $390.60万 | 0.61% | 64,669 | -3,937 | -5.7% | -$23.78万 | 减仓 |
| ABBV | ABBVIE INC | $385.64万 | 0.61% | 15,325 | -18 | -0.1% | -$4,530 | 减仓 |
| AAPL | APPLE INC | $377.55万 | 0.59% | 13,048 | 40 | 0.3% | $1.16万 | 加仓 |
| KAI | KADANT INC | $360.23万 | 0.57% | 11,464 | -162 | -1.4% | -$5.09万 | 减仓 |
| GNRC | GENERAC HLDGS INC | $356.61万 | 0.56% | 12,179 | -167 | -1.4% | -$4.89万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $356.07万 | 0.56% | 14,020 | -446 | -3.1% | -$11.33万 | 减仓 |
| WAT | WATERS CORP | $305.13万 | 0.48% | 8,136 | -131 | -1.6% | -$4.91万 | 减仓 |
| RRX | REGAL REXNORD CORPORATION | $300.88万 | 0.47% | 12,632 | 391 | 3.2% | $9.31万 | 加仓 |
| AMAT | APPLIED MATLS INC | $289.92万 | 0.46% | 4,010 | 0 | 0.0% | — | 不变 |
| FCN | FTI CONSULTING INC | $284.62万 | 0.45% | 19,101 | -1,210 | -6.0% | -$18.03万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $265.48万 | 0.42% | 36,164 | 2,840 | 8.5% | $20.85万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $246.98万 | 0.39% | 42,437 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $240.88万 | 0.38% | 8,906 | -250 | -2.7% | -$6.76万 | 减仓 |
| WINA | WINMARK CORP | $239.80万 | 0.38% | 5,668 | 1,195 | 26.7% | $50.56万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $238.08万 | 0.37% | 10,631 | -1,500 | -12.4% | -$33.59万 | 减仓 |
| PNR | PENTAIR PLC | $234.53万 | 0.37% | 30,593 | -200 | -0.6% | -$1.53万 | 减仓 |
| WMT | WALMART INC | $228.28万 | 0.36% | 20,155 | -525 | -2.5% | -$5.95万 | 减仓 |
| SNA | SNAP ON INC | $225.42万 | 0.35% | 5,602 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $221.11万 | 0.35% | 6,106 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $219.86万 | 0.35% | 24,230 | -125 | -0.5% | -$1.13万 | 减仓 |
| CAT | CATERPILLAR INC | $204.94万 | 0.32% | 1,924 | -80 | -4.0% | -$8.52万 | 减仓 |
| ROST | ROSS STORES INC | $195.82万 | 0.31% | 9,200 | 0 | 0.0% | — | 不变 |
| VUSB | VANGUARD BD INDEX FDS | $186.09万 | 0.29% | 37,382 | -4,463 | -10.7% | -$22.22万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $184.57万 | 0.29% | 12,586 | -400 | -3.1% | -$5.87万 | 减仓 |
| WAB | WABTEC | $180.87万 | 0.28% | 6,709 | 0 | 0.0% | — | 不变 |
| CBSH | COMMERCE BANCSHARES INC | $175.44万 | 0.28% | 30,380 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $149.77万 | 0.24% | 2 | 0 | 0.0% | — | 不变 |
| MMSI | MERIT MED SYS INC | $139.71万 | 0.22% | 20,149 | 5,168 | 34.5% | $35.83万 | 加仓 |
| ETN | EATON CORP PLC | $134.61万 | 0.21% | 3,159 | -100 | -3.1% | -$4.26万 | 减仓 |
| TFX | TELEFLEX INCORPORATED | $133.93万 | 0.21% | 10,566 | -338 | -3.1% | -$4.28万 | 减仓 |
| RTX | RTX CORPORATION | $130.17万 | 0.20% | 6,861 | -120 | -1.7% | -$2.28万 | 减仓 |
| VNT | VONTIER CORPORATION | $125.27万 | 0.20% | 43,196 | 1,495 | 3.6% | $4.34万 | 加仓 |
| WAY | WAYSTAR HLDG CORP | $117.36万 | 0.18% | 57,164 | -24,815 | -30.3% | -$50.95万 | 减仓 |
| INTC | INTEL CORP | $113.04万 | 0.18% | 8,096 | -1,100 | -12.0% | -$15.36万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $108.22万 | 0.17% | 14,110 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $103.94万 | 0.16% | 3,696 | 0 | 0.0% | — | 不变 |
| CHRW | C H ROBINSON WORLDWIDE IN | $103.59万 | 0.16% | 5,500 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BANCORP | $102.59万 | 0.16% | 18,200 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $102.29万 | 0.16% | 12,378 | -399 | -3.1% | -$3.30万 | 减仓 |
| RY | ROYAL BK CDA | $98.29万 | 0.15% | 4,749 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $93.31万 | 0.15% | 4,651 | 0 | 0.0% | — | 不变 |
| LRN | STRIDE INC | $91.11万 | 0.14% | 10,565 | 270 | 2.6% | $2.33万 | 加仓 |
| MTB | M & T BK CORP | $87.75万 | 0.14% | 3,687 | 0 | 0.0% | — | 不变 |
| PRGS | PROGRESS SOFTWARE CORP | $86.64万 | 0.14% | 25,800 | -11,612 | -31.0% | -$38.99万 | 减仓 |
| HD | HOME DEPOT INC | $86.19万 | 0.14% | 2,444 | -300 | -10.9% | -$10.58万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $84.48万 | 0.13% | 2,283 | 0 | 0.0% | — | 不变 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $81.11万 | 0.13% | 3,081 | -653 | -17.5% | -$17.19万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $78.55万 | 0.12% | 1,052 | -1,051 | -50.0% | -$78.48万 | 减仓 |
| V | VISA INC | $75.17万 | 0.12% | 2,191 | -100 | -4.4% | -$3.43万 | 减仓 |
| MSM | MSC INDL DIRECT INC | $72.60万 | 0.11% | 6,103 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $69.99万 | 0.11% | 1,019 | 0 | 0.0% | — | 不变 |
| SIGI | SELECTIVE INS GROUP INC | $69.42万 | 0.11% | 7,156 | -33 | -0.5% | -$3,201 | 减仓 |
| PEP | PEPSICO INC | $69.16万 | 0.11% | 5,108 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC NEW | $68.38万 | 0.11% | 5,197 | -100 | -1.9% | -$1.32万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $67.32万 | 0.11% | 2,734 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $66.79万 | 0.11% | 1,588 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $64.14万 | 0.10% | 871 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $63.77万 | 0.10% | 5,429 | 0 | 0.0% | — | 不变 |
| CNI | CANADIAN NATL RY CO | $62.60万 | 0.10% | 5,250 | 0 | 0.0% | — | 不变 |