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 |
|---|---|---|---|---|---|---|---|---|
| ACIW | ACI WORLDWIDE INC | $61.76万 | 0.10% | 12,280 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS INC | $61.47万 | 0.10% | 2,900 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $60.36万 | 0.10% | 2,233 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $59.11万 | 0.09% | 7,274 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $53.97万 | 0.08% | 1,635 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $50.28万 | 0.08% | 1,407 | -560 | -28.5% | -$20.01万 | 减仓 |
| GBCI | GLACIER BANCORP INC NEW | $50.00万 | 0.08% | 9,693 | 0 | 0.0% | — | 不变 |
| TYL | TYLER TECHNOLOGIES INC | $47.90万 | 0.08% | 1,638 | 1,638 | — | $47.90万 | 新建仓 |
| EMR | EMERSON ELEC CO | $47.24万 | 0.07% | 3,300 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $44.18万 | 0.07% | 883 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $43.86万 | 0.07% | 5,980 | -150 | -2.4% | -$1.10万 | 减仓 |
| MUSA | MURPHY USA INC | $43.70万 | 0.07% | 811 | -83 | -9.3% | -$4.47万 | 减仓 |
| MRK | MERCK & CO INC | $41.65万 | 0.07% | 3,241 | -400 | -11.0% | -$5.14万 | 减仓 |
| GE | GE AEROSPACE | $40.51万 | 0.06% | 1,084 | -55 | -4.8% | -$2.06万 | 减仓 |
| GEV | GE VERNOVA INC | $39.48万 | 0.06% | 336 | -30 | -8.2% | -$3.52万 | 减仓 |
| AMZN | AMAZON COM INC | $38.49万 | 0.06% | 1,615 | -175 | -9.8% | -$4.17万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $38.47万 | 0.06% | 2,542 | -175 | -6.4% | -$2.65万 | 减仓 |
| SNDK | SANDISK CORP | $37.97万 | 0.06% | 167 | 167 | — | $37.97万 | 新建仓 |
| LLY | ELI LILLY & CO | $37.78万 | 0.06% | 315 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $35.97万 | 0.06% | 2,170 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $35.70万 | 0.06% | 1,055 | -250 | -19.2% | -$8.46万 | 减仓 |
| PAYX | PAYCHEX INC | $33.69万 | 0.05% | 3,426 | 0 | 0.0% | — | 不变 |
| HSIC | SCHEIN HENRY INC | $32.57万 | 0.05% | 3,900 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $32.18万 | 0.05% | 1,183 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $32.07万 | 0.05% | 502 | 502 | — | $32.07万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $31.02万 | 0.05% | 604 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $30.31万 | 0.05% | 2,916 | 0 | 0.0% | — | 不变 |
| WRB | BERKLEY W R CORP | $29.99万 | 0.05% | 4,252 | 0 | 0.0% | — | 不变 |
| RAL | RALLIANT CORP | $29.90万 | 0.05% | 4,061 | -1,680 | -29.3% | -$12.37万 | 重新持有 |
| BAC | BANK OF AMER CORP | $29.30万 | 0.05% | 5,143 | 0 | 0.0% | — | 不变 |
| HON | HONEYWELL INTL INC | $29.25万 | 0.05% | 1,307 | -1,307 | -50.0% | -$29.25万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $28.87万 | 0.05% | 1,306 | 1,306 | — | $28.87万 | 新建仓 |
| NFLX | NETFLIX INC. | $28.56万 | 0.04% | 4,000 | 0 | 0.0% | — | 不变 |
| TROW | PRICE T ROWE GROUP INC | $27.46万 | 0.04% | 2,415 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $27.41万 | 0.04% | 2,540 | -100 | -3.8% | -$1.08万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $26.95万 | 0.04% | 1,265 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $26.73万 | 0.04% | 5,366 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $25.46万 | 0.04% | 1,050 | 0 | 0.0% | — | 不变 |
| CM | CANADIAN IMPERIAL BANK OF CO | $25.30万 | 0.04% | 2,200 | 0 | 0.0% | — | 不变 |
| MIDD | MIDDLEBY CORP | $24.17万 | 0.04% | 1,405 | -600 | -29.9% | -$10.32万 | 重新持有 |
| SYK | STRYKER CORPORATION | $24.02万 | 0.04% | 763 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $23.79万 | 0.04% | 1,407 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $23.48万 | 0.04% | 573 | 0 | 0.0% | — | 不变 |
| IDA | IDACORP INC | $22.20万 | 0.03% | 1,467 | 0 | 0.0% | — | 不变 |
| TDY | TELEDYNE TECHNOLOGIES INC | $21.34万 | 0.03% | 320 | 320 | — | $21.34万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $20.05万 | 0.03% | 2,328 | 2,328 | — | $20.05万 | 新建仓 |
| CNMD | CONMED CORP | $0 | 0.00% | 0 | -13,017 | -100.0% | -$46.03万 | 清仓 |
| VZ | VERIZON COMMUNICATIONS INC | $0 | 0.00% | 0 | -4,544 | -100.0% | -$22.81万 | 清仓 |
| GOOG | ALPHABET INC | $0 | 0.00% | 0 | -700 | -100.0% | -$20.07万 | 清仓 |