MITCHELL CAPITAL MANAGEMENT CO
LEAWOOD KS · SEC CIK 0001080351
$6.57亿2026Q2 申报市值
117持仓数
40.2%前十大占比 · 第一大 8.3%
15 / 11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
XOM 新建仓+$712.82万
BTSG 新建仓+$697.50万
GRDN 新建仓+$602.40万
TJX 新建仓+$599.11万
MOD 新建仓+$581.12万
2026Q2 卖出最多 按季末市值估算
Exxon Mobil Corp 清仓-$891.97万
WDC 减仓-$733.00万
WMT 减仓-$664.11万
SNDK 减仓-$657.34万
HD 清仓-$537.70万
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 |
|---|---|---|---|---|---|---|---|---|
| CVX | Chevron Corp. | $37.46万 | 0.06% | 2,260 | -975 | -30.1% | -$16.16万 | 减仓 |
| RY | Royal Bank of Canada | $36.18万 | 0.06% | 1,748 | 0 | 0.0% | — | 不变 |
| ADP | Automatic Data Processing | $35.83万 | 0.05% | 1,600 | 0 | 0.0% | — | 不变 |
| COF | Capital One Financial Corp | $35.49万 | 0.05% | 1,769 | 0 | 0.0% | — | 不变 |
| IUSV | iShares Core S&P U.S. Value ET | $35.17万 | 0.05% | 3,193 | -1,436 | -31.0% | -$15.82万 | 减仓 |
| TMO | Thermo Fisher Scientific Inc | $31.49万 | 0.05% | 628 | -201 | -24.2% | -$10.08万 | 减仓 |
| MTD | Mettler-Toledo Int'l | $28.74万 | 0.04% | 225 | -31 | -12.1% | -$3.96万 | 减仓 |
| SCHA | Schwab U S Small Cap ETF | $28.09万 | 0.04% | 7,775 | -254 | -3.2% | -$9,177 | 减仓 |
| SPEM | SPDR Portfolio Emerging Market | $26.90万 | 0.04% | 5,195 | 0 | 0.0% | — | 不变 |
| AMGN | Amgen Inc | $25.78万 | 0.04% | 712 | 0 | 0.0% | — | 不变 |
| IWF | iShares Russell 1000 Growth ET | $23.00万 | 0.03% | 1,852 | 1,852 | — | $23.00万 | 新建仓 |
| PLTR | Palantir Technologies Inc-A | $21.97万 | 0.03% | 1,883 | -28,361 | -93.8% | -$330.89万 | 减仓 |
| BNY | Bank of New York Mellon Corp | $21.69万 | 0.03% | 1,500 | 1,500 | — | $21.69万 | 新建仓 |
| IBM | Intl Business Machines Corp | $21.43万 | 0.03% | 762 | -9,966 | -92.9% | -$280.25万 | 减仓 |
| PWR | Quanta Services Inc | $20.74万 | 0.03% | 288 | 288 | — | $20.74万 | 新建仓 |
| PG | Procter & Gamble Co | $20.53万 | 0.03% | 1,400 | 0 | 0.0% | — | 不变 |
| — | Geckosystems International | $2 | 0.00% | 19,000 | 0 | 0.0% | — | 不变 |
| — | Exxon Mobil Corp | $0 | 0.00% | 0 | -52,574 | -100.0% | -$891.97万 | 清仓 |
| HD | Home Depot | $0 | 0.00% | 0 | -16,349 | -100.0% | -$537.70万 | 清仓 |
| HCA | HCA Healthcare Inc. | $0 | 0.00% | 0 | -10,140 | -100.0% | -$479.87万 | 清仓 |
| WM | Waste Management | $0 | 0.00% | 0 | -18,922 | -100.0% | -$434.82万 | 清仓 |
| DHI | D.R. Horton Inc. | $0 | 0.00% | 0 | -28,954 | -100.0% | -$397.31万 | 清仓 |
| CELH | Celsius Holdings Inc. | $0 | 0.00% | 0 | -105,993 | -100.0% | -$376.06万 | 清仓 |
| NOW | ServiceNow Inc. | $0 | 0.00% | 0 | -22,498 | -100.0% | -$235.22万 | 清仓 |
| ISRG | Intuitive Surgical Inc | $0 | 0.00% | 0 | -5,010 | -100.0% | -$230.96万 | 清仓 |
| NU | NU Holdings Ltd. | $0 | 0.00% | 0 | -109,234 | -100.0% | -$156.97万 | 清仓 |
| NEE | Nextera Energy Inc | $0 | 0.00% | 0 | -2,668 | -100.0% | -$24.78万 | 清仓 |
| NVS | Novartis AG ADR | $0 | 0.00% | 0 | -1,498 | -100.0% | -$22.88万 | 清仓 |