MITCHELL CAPITAL MANAGEMENT CO
LEAWOOD KS · SEC CIK 0001080351
$5.45亿2026Q1 申报市值
113持仓数
41.8%前十大占比 · 第一大 8.6%
25 / 30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
CAT 新建仓+$648.24万
WDC 新建仓+$634.35万
FIX 新建仓+$596.96万
JNJ 加仓+$533.66万
MU 新建仓+$532.13万
2026Q1 卖出最多 按季末市值估算
DELL 清仓-$563.87万
SSNC 清仓-$486.57万
ELV 清仓-$452.77万
KR 清仓-$451.56万
GS 减仓-$425.96万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| MGK | Vanguard Mega Cap Growth ETF | $35.16万 | 0.06% | 957 | 0 | 0.0% | — | 不变 |
| KLAC | KLA Corporation | $32.98万 | 0.06% | 224 | 0 | 0.0% | — | 不变 |
| ADP | Automatic Data Processing | $32.51万 | 0.06% | 1,600 | -230 | -12.6% | -$4.67万 | 减仓 |
| MTD | Mettler-Toledo Int'l | $32.29万 | 0.06% | 256 | -6 | -2.3% | -$7,567 | 减仓 |
| COF | Capital One Financial Corp | $32.27万 | 0.06% | 1,769 | 0 | 0.0% | — | 不变 |
| RY | Royal Bank of Canada | $28.28万 | 0.05% | 1,748 | 0 | 0.0% | — | 不变 |
| AMGN | Amgen Inc | $25.05万 | 0.05% | 712 | 0 | 0.0% | — | 不变 |
| NEE | Nextera Energy Inc | $24.78万 | 0.05% | 2,668 | -1,732 | -39.4% | -$16.09万 | 减仓 |
| SPEM | SPDR Portfolio Emerging Market | $24.37万 | 0.04% | 5,195 | 0 | 0.0% | — | 不变 |
| SCHA | Schwab U S Small Cap ETF | $23.35万 | 0.04% | 8,029 | 104 | 1.3% | $3,024 | 加仓 |
| NVS | Novartis AG ADR | $22.88万 | 0.04% | 1,498 | 0 | 0.0% | — | 不变 |
| PG | Procter & Gamble Co | $20.22万 | 0.04% | 1,400 | -550 | -28.2% | -$7.94万 | 减仓 |
| — | Geckosystems International | $2 | 0.00% | 19,000 | 19,000 | — | $2 | 新建仓 |
| DELL | Dell Technologies Inc. | $0 | 0.00% | 0 | -44,794 | -100.0% | -$563.87万 | 清仓 |
| SSNC | SS&C Technologies Holdings | $0 | 0.00% | 0 | -55,659 | -100.0% | -$486.57万 | 清仓 |
| ELV | Elevance Health Inc | $0 | 0.00% | 0 | -12,916 | -100.0% | -$452.77万 | 清仓 |
| KR | Kroger Co | $0 | 0.00% | 0 | -72,272 | -100.0% | -$451.56万 | 清仓 |
| CEG | Constellation Energy Corp | $0 | 0.00% | 0 | -11,580 | -100.0% | -$409.09万 | 清仓 |
| ZS | Zscaler Inc. | $0 | 0.00% | 0 | -17,296 | -100.0% | -$389.02万 | 清仓 |
| MEDP | Medpace Holdings Inc | $0 | 0.00% | 0 | -6,024 | -100.0% | -$338.34万 | 清仓 |
| AS | Amer Sports Inc | $0 | 0.00% | 0 | -86,320 | -100.0% | -$322.41万 | 清仓 |
| EAT | Brinker Intl | $0 | 0.00% | 0 | -21,015 | -100.0% | -$301.61万 | 清仓 |
| SE | Sea Ltd ADR | $0 | 0.00% | 0 | -22,795 | -100.0% | -$290.80万 | 清仓 |
| ENSG | The Ensign Group Inc | $0 | 0.00% | 0 | -16,492 | -100.0% | -$287.29万 | 清仓 |
| WMB | Williams Cos Inc | $0 | 0.00% | 0 | -45,943 | -100.0% | -$276.16万 | 清仓 |
| NFLX | Netflix | $0 | 0.00% | 0 | -28,753 | -100.0% | -$269.59万 | 清仓 |
| SPOT | Spotify Technology SA | $0 | 0.00% | 0 | -4,501 | -100.0% | -$261.38万 | 清仓 |
| MELI | Mercadolibre | $0 | 0.00% | 0 | -1,262 | -100.0% | -$254.20万 | 清仓 |
| CRDO | Credo Technology Group Holding | $0 | 0.00% | 0 | -17,385 | -100.0% | -$250.15万 | 清仓 |
| ADUS | Addus HomeCare Corporation | $0 | 0.00% | 0 | -21,319 | -100.0% | -$228.94万 | 清仓 |
| UBER | Uber Technologies Inc. | $0 | 0.00% | 0 | -25,998 | -100.0% | -$212.43万 | 清仓 |
| LIN | Linde PLC | $0 | 0.00% | 0 | -4,730 | -100.0% | -$201.68万 | 清仓 |
| SMCI | Super Micro Computer Inc. | $0 | 0.00% | 0 | -61,812 | -100.0% | -$180.92万 | 清仓 |
| — | LVMH Moey Hennessy-Unsp ADR | $0 | 0.00% | 0 | -10,365 | -100.0% | -$156.31万 | 清仓 |
| MCD | McDonald's Corp | $0 | 0.00% | 0 | -1,074 | -100.0% | -$32.82万 | 清仓 |
| PAUG | Innovator S&P 500 Power Buffer | $0 | 0.00% | 0 | -6,754 | -100.0% | -$29.21万 | 清仓 |
| ADBE | Adobe Inc | $0 | 0.00% | 0 | -829 | -100.0% | -$29.01万 | 清仓 |
| POCT | Innovator S&P 500 Power Buffer | $0 | 0.00% | 0 | -6,500 | -100.0% | -$28.55万 | 清仓 |
| PJUL | Innovator S&P 500 Power Buffer | $0 | 0.00% | 0 | -5,901 | -100.0% | -$27.40万 | 清仓 |
| PJUN | Innovator S&P 500 Power Buffer | $0 | 0.00% | 0 | -6,375 | -100.0% | -$26.70万 | 清仓 |
| PSEP | Innovator S&P 500 Power Buffer | $0 | 0.00% | 0 | -5,500 | -100.0% | -$24.05万 | 清仓 |
| BLK | Blackrock Inc | $0 | 0.00% | 0 | -202 | -100.0% | -$21.62万 | 清仓 |
| DUK | Duke Energy Corp | $0 | 0.00% | 0 | -1,753 | -100.0% | -$20.55万 | 清仓 |