SAWGRASS ASSET MANAGEMENT LLC
PONTE VEDRA BEACH FL · SEC CIK 0001105467
$7.57亿2026Q2 申报市值
193持仓数
39.4%前十大占比 · 第一大 5.7%
27 / 29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
CASY 新建仓+$1,008.19万
V 加仓+$692.94万
HUBB 新建仓+$643.17万
SYK 新建仓+$604.40万
HD 加仓+$591.38万
2026Q2 卖出最多 按季末市值估算
MA 清仓-$1,062.88万
FTNT 减仓-$997.10万
ZTS 清仓-$874.58万
EFX 清仓-$794.45万
CMCSA 清仓-$662.18万
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 |
|---|---|---|---|---|---|---|---|---|
| VRSK | VERISK ANALYTICS INC | $0 | 0.00% | 0 | -23,810 | -100.0% | -$451.79万 | 清仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | -1,718 | -100.0% | -$34.91万 | 清仓 |
| HCA | HCA HEALTHCARE INC | $0 | 0.00% | 0 | -655 | -100.0% | -$31.00万 | 清仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -3,764 | -100.0% | -$28.51万 | 清仓 |
| AORT | ARTIVION INC | $0 | 0.00% | 0 | -7,058 | -100.0% | -$25.85万 | 清仓 |
| ECL | ECOLAB INC | $0 | 0.00% | 0 | -960 | -100.0% | -$25.54万 | 清仓 |
| PAHC | PHIBRO ANIMAL HEALTH CORP | $0 | 0.00% | 0 | -4,361 | -100.0% | -$24.12万 | 清仓 |
| IEFA | ISHARES TR | $0 | 0.00% | 0 | -2,564 | -100.0% | -$23.21万 | 清仓 |
| VICI | VICI PPTYS INC | $0 | 0.00% | 0 | -8,465 | -100.0% | -$23.13万 | 清仓 |
| AJG | GALLAGHER ARTHUR J & CO | $0 | 0.00% | 0 | -1,064 | -100.0% | -$23.04万 | 清仓 |
| — | ISHARES TR | $0 | 0.00% | 0 | -24,530 | -100.0% | -$22.49万 | 清仓 |
| ENSG | ENSIGN GROUP INC | $0 | 0.00% | 0 | -1,077 | -100.0% | -$21.70万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -1,060 | -100.0% | -$21.02万 | 清仓 |
| KOS | KOSMOS ENERGY LTD | $0 | 0.00% | 0 | -40,709 | -100.0% | -$11.32万 | 清仓 |
| RXT | RACKSPACE TECHNOLOGY INC | $0 | 0.00% | 0 | -41,792 | -100.0% | -$4.09万 | 清仓 |
| — | SERVICE PPTYS TR | $0 | 0.00% | 0 | -19,470 | -100.0% | -$2.64万 | 清仓 |
| XRX | XEROX HOLDINGS CORP | $0 | 0.00% | 0 | -18,213 | -100.0% | -$2.35万 | 清仓 |
| — | PLAYSTUDIOS INC | $0 | 0.00% | 0 | -44,905 | -100.0% | -$2.11万 | 清仓 |
| — | ALIGHT INC | $0 | 0.00% | 0 | -15,151 | -100.0% | -$8,828 | 清仓 |
| GETYQ | GETTY IMAGES HOLDINGS INC | $0 | 0.00% | 0 | -10,275 | -100.0% | -$8,152 | 清仓 |
| — | WM TECHNOLOGY INC | $0 | 0.00% | 0 | -12,017 | -100.0% | -$7,912 | 清仓 |
| — | ACCURAY INC DEL | $0 | 0.00% | 0 | -13,832 | -100.0% | -$5,368 | 清仓 |