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 |
|---|---|---|---|---|---|---|---|---|
| WSBC | WESBANCO INC | $44.41万 | 0.05% | 12,875 | 4,915 | 61.7% | $16.95万 | 加仓 |
| TFC | TRUIST FINL CORP | $41.89万 | 0.05% | 9,112 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $41.41万 | 0.05% | 1,177 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $41.20万 | 0.05% | 3,100 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $41.01万 | 0.05% | 1,200 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $36.91万 | 0.04% | 2,796 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $36.86万 | 0.04% | 426 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $35.64万 | 0.04% | 6,276 | 0 | 0.0% | — | 不变 |
| — | JEWETT CAMERON TRADING LTD | $35.38万 | 0.04% | 217,053 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $35.22万 | 0.04% | 6,771 | 0 | 0.0% | — | 不变 |
| — | UNITED GUARDIAN INC | $33.93万 | 0.04% | 50,636 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD SWITZ | $33.47万 | 0.04% | 1,027 | 0 | 0.0% | — | 不变 |
| GWW | WW GRAINGER INC | $32.72万 | 0.04% | 300 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $31.50万 | 0.04% | 1,184 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $28.34万 | 0.03% | 400 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $28.28万 | 0.03% | 1,251 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB STRATEGIC TR | $27.19万 | 0.03% | 9,762 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $26.51万 | 0.03% | 3,664 | 0 | 0.0% | — | 不变 |
| YUMC | YUM CHINA HLDGS INC | $26.36万 | 0.03% | 5,404 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $24.45万 | 0.03% | 790 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $22.47万 | 0.03% | 2,313 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $22.27万 | 0.03% | 2,307 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $22.01万 | 0.03% | 1,269 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $21.17万 | 0.02% | 1,616 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $21.16万 | 0.02% | 7,370 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP | $20.23万 | 0.02% | 2,526 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $12.83万 | 0.01% | 11,119 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO | $0 | 0.00% | 0 | -6,625 | -100.0% | -$33.13万 | 清仓 |
| EXPE | EXPEDIA GROUP INC | $0 | 0.00% | 0 | -790 | -100.0% | -$22.38万 | 清仓 |
| SCHX | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -7,758 | -100.0% | -$20.88万 | 清仓 |
| IWP | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |