PARTHENON LLC
LOUISVILLE KY · SEC CIK 0001088859
$8.75亿2026Q1 申报市值
127持仓数
47.8%前十大占比 · 第一大 9.6%
0 / 3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
BKNG 加仓+$138.94万
CLARUS CORP NEW 加仓+$38.45万
VOO 加仓+$30.77万
WSBC 加仓+$16.95万
MSFT 加仓+$14.77万
2026Q1 卖出最多 按季末市值估算
NVDA 减仓-$217.13万
GOOG 减仓-$128.94万
GOOGL 减仓-$58.37万
META 减仓-$51.32万
TPB 减仓-$46.00万
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 |
|---|---|---|---|---|---|---|---|---|
| YETI | YETI HLDGS INC | $795.58万 | 0.91% | 217,430 | -2,500 | -1.1% | -$9.15万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $797.61万 | 0.91% | 138,378 | -1,631 | -1.2% | -$9.40万 | 减仓 |
| CVS | CVS HEALTH CORP | $814.23万 | 0.93% | 113,371 | -1,465 | -1.3% | -$10.52万 | 减仓 |
| WAT | WATERS CORP | $863.71万 | 0.99% | 29,003 | -95 | -0.3% | -$2.83万 | 减仓 |
| ICLR | ICON PLC | $876.46万 | 1.00% | 79,203 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $896.03万 | 1.02% | 14,995 | 515 | 3.6% | $30.77万 | 加仓 |
| BATRK | ATLANTA BRAVES HLDGS INC | $955.05万 | 1.09% | 223,665 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $1,051.98万 | 1.20% | 56,355 | -1,450 | -2.5% | -$27.07万 | 减仓 |
| LSTR | LANDSTAR SYS INC | $1,072.62万 | 1.23% | 66,909 | -55 | -0.1% | -$8,817 | 减仓 |
| SYK | STRYKER CORPORATION | $1,222.35万 | 1.40% | 37,200 | -35 | -0.1% | -$1.15万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,233.65万 | 1.41% | 41,938 | -522 | -1.2% | -$15.36万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $1,235.74万 | 1.41% | 131,490 | -2,330 | -1.7% | -$21.90万 | 减仓 |
| CSCO | CISCO SYS INC | $1,536.98万 | 1.76% | 198,090 | 1 | 0.0% | $78 | 加仓 |
| PEP | PEPSICO INC | $1,552.48万 | 1.77% | 99,973 | -992 | -1.0% | -$15.40万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $1,598.66万 | 1.83% | 3,797 | 330 | 9.5% | $138.94万 | 加仓 |
| MRK | MERCK & CO INC | $1,841.18万 | 2.10% | 153,062 | -679 | -0.4% | -$8.17万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $1,918.19万 | 2.19% | 132,802 | -2,403 | -1.8% | -$34.71万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $2,000.15万 | 2.29% | 66,125 | -1,285 | -1.9% | -$38.87万 | 减仓 |
| DOV | DOVER CORP | $2,189.10万 | 2.50% | 105,018 | -278 | -0.3% | -$5.79万 | 减仓 |
| PAYX | PAYCHEX INC | $2,269.13万 | 2.59% | 246,323 | 1,433 | 0.6% | $13.20万 | 加仓 |
| FAST | FASTENAL CO | $2,519.85万 | 2.88% | 543,072 | -1,768 | -0.3% | -$8.20万 | 减仓 |
| WMT | WALMART INC | $2,814.20万 | 3.22% | 226,440 | -1,422 | -0.6% | -$17.67万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $2,953.79万 | 3.38% | 120,839 | -1,473 | -1.2% | -$36.01万 | 减仓 |
| — | EXXON MOBIL CORP | $2,966.00万 | 3.39% | 174,820 | -1,021 | -0.6% | -$17.32万 | 减仓 |
| GLW | CORNING INC | $3,135.67万 | 3.58% | 230,615 | -35 | -0.0% | -$4,759 | 减仓 |
| AAPL | APPLE INC | $3,228.75万 | 3.69% | 127,221 | -1,634 | -1.3% | -$41.47万 | 减仓 |
| GOOG | ALPHABET INC | $3,236.82万 | 3.70% | 112,836 | -4,495 | -3.8% | -$128.94万 | 减仓 |
| META | META PLATFORMS INC | $3,870.06万 | 4.42% | 67,643 | -897 | -1.3% | -$51.32万 | 减仓 |
| GOOGL | ALPHABET INC | $4,517.08万 | 5.16% | 157,083 | -2,030 | -1.3% | -$58.37万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $6,629.64万 | 7.58% | 138,348 | -271 | -0.2% | -$12.99万 | 减仓 |
| MSFT | MICROSOFT CORP | $8,434.99万 | 9.64% | 227,868 | 399 | 0.2% | $14.77万 | 加仓 |