ALTA CAPITAL MANAGEMENT LLC/
SALT LAKE CITY UT · SEC CIK 0001093589
$13.44亿2026Q2 申报市值
109持仓数
50.1%前十大占比 · 第一大 7.5%
8 / 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
TSM 加仓+$2,525.31万
SYK 新建仓+$1,951.85万
TXN 加仓+$1,796.74万
LECO 加仓+$1,522.98万
PANW 加仓+$1,205.54万
2026Q2 卖出最多 按季末市值估算
AAPL 减仓-$2,107.51万
NVDA 减仓-$1,871.81万
APH 减仓-$1,855.07万
ASML 减仓-$1,776.38万
TJX 减仓-$1,115.82万
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 |
|---|---|---|---|---|---|---|---|---|
| TMO | Thermo Fisher Sci | $3,124.12万 | 2.33% | 62,312 | -3,602 | -5.5% | -$180.59万 | 减仓 |
| TSM | Taiwan Semi Manuf Co | $3,356.19万 | 2.50% | 70,276 | 52,878 | 303.9% | $2,525.31万 | 加仓 |
| MA | Mastercard Inc | $3,670.64万 | 2.73% | 71,468 | -5,644 | -7.3% | -$289.88万 | 减仓 |
| PANW | Palo Alto Networks | $4,013.63万 | 2.99% | 117,695 | 35,351 | 42.9% | $1,205.54万 | 加仓 |
| META | Meta Platforms Inc | $5,051.59万 | 3.76% | 89,680 | 2,505 | 2.9% | $141.10万 | 加仓 |
| APH | Amphenol Corp | $5,096.45万 | 3.79% | 289,045 | -105,210 | -26.7% | -$1,855.07万 | 减仓 |
| ETN | Eaton Corp | $5,347.56万 | 3.98% | 125,494 | 20,603 | 19.6% | $877.94万 | 加仓 |
| MSFT | Microsoft Corp | $7,312.63万 | 5.44% | 196,038 | -3,028 | -1.5% | -$112.95万 | 减仓 |
| AVGO | Broadcom Inc | $7,993.47万 | 5.95% | 211,607 | -8 | -0.0% | -$3,022 | 减仓 |
| AMZN | Amazon.com Inc | $8,853.85万 | 6.59% | 371,480 | -26,279 | -6.6% | -$626.33万 | 减仓 |
| NVDA | Nvidia Corp | $9,935.93万 | 7.39% | 496,572 | -93,548 | -15.9% | -$1,871.81万 | 减仓 |
| GOOGL | Alphabet Inc Cl A | $1.00亿 | 7.48% | 281,206 | -21,156 | -7.0% | -$756.05万 | 减仓 |