JENSEN INVESTMENT MANAGEMENT INC
Lake Oswego OR · SEC CIK 0001106129
$50.73亿2026Q1 申报市值
84持仓数
57.7%前十大占比 · 第一大 8.5%
0 / 5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
AVGO 加仓+$8,270.35万
VEEV 加仓+$4,527.00万
AMZN 加仓+$1,785.96万
BR 加仓+$1,402.77万
MRSH 加仓+$1,160.16万
2026Q1 卖出最多 按季末市值估算
NVDA 减仓-$1.08亿
ADP 减仓-$1.07亿
AAPL 减仓-$9,703.18万
WM 减仓-$8,022.68万
INTU 减仓-$7,326.38万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| FDS | FactSet Research Systems Inc. | $0 | 0.00% | 0 | -11,810 | -100.0% | -$342.71万 | 清仓 |
| — | Hologic Inc. | $0 | 0.00% | 0 | -28,000 | -100.0% | -$208.57万 | 清仓 |
| ON | ON Semiconductor Corp | $0 | 0.00% | 0 | -21,406 | -100.0% | -$115.91万 | 清仓 |
| LULU | lululemon athletica inc. | $0 | 0.00% | 0 | -3,920 | -100.0% | -$81.46万 | 清仓 |
| LSTR | Landstar System Inc. | $0 | 0.00% | 0 | -5,350 | -100.0% | -$76.88万 | 清仓 |
| TXN | Texas Instruments Inc | $27.16万 | 0.01% | 1,399 | -8,266 | -85.5% | -$160.48万 | 减仓 |
| GPC | Genuine Parts Company | $28.28万 | 0.01% | 2,674 | 0 | 0.0% | — | 不变 |
| BDX | Becton Dickinson & Co. | $33.65万 | 0.01% | 2,140 | -346 | -13.9% | -$5.44万 | 减仓 |
| UNH | Unitedhealth Group Inc | $40.34万 | 0.01% | 1,491 | -2,450 | -62.2% | -$66.29万 | 减仓 |
| HD | Home Depot Inc. | $48.08万 | 0.01% | 1,462 | -1,033 | -41.4% | -$33.97万 | 减仓 |
| MANH | Manhattan Associates, Inc. | $58.84万 | 0.01% | 4,420 | 0 | 0.0% | — | 不变 |
| LIN | Linde plc | $63.95万 | 0.01% | 1,290 | 0 | 0.0% | — | 不变 |
| GIS | General Mills Inc. | $66.42万 | 0.01% | 17,845 | 0 | 0.0% | — | 不变 |
| CPB | Campbell Soup Company | $69.97万 | 0.01% | 31,418 | 0 | 0.0% | — | 不变 |
| — | Bajaj Finance Limited | $81.97万 | 0.02% | 95,800 | 0 | 0.0% | — | 不变 |
| RACE | Ferrari N.V. | $90.77万 | 0.02% | 2,682 | 82 | 3.2% | $2.78万 | 加仓 |
| BAH | Booz Allen Hamilton Holding Co | $108.07万 | 0.02% | 13,850 | -2,600 | -15.8% | -$20.29万 | 减仓 |
| DOX | Amdocs Limited | $116.29万 | 0.02% | 17,820 | 8,570 | 92.6% | $55.93万 | 加仓 |
| FICO | Fair Isaac Corporation | $133.44万 | 0.03% | 1,250 | 0 | 0.0% | — | 不变 |
| URI | United Rentals, Inc. | $158.17万 | 0.03% | 2,171 | 20 | 0.9% | $1.46万 | 加仓 |
| BBY | Best Buy Co. Inc. | $158.80万 | 0.03% | 24,735 | 0 | 0.0% | — | 不变 |
| OMC | Omnicom Group Inc | $166.09万 | 0.03% | 22,054 | -12,000 | -35.2% | -$90.37万 | 减仓 |
| NDSN | Nordson Corporation | $185.98万 | 0.04% | 6,990 | -5,060 | -42.0% | -$134.63万 | 减仓 |
| DCI | Donaldson Co. Inc. | $197.15万 | 0.04% | 23,230 | -16,840 | -42.0% | -$142.92万 | 减仓 |
| IDXX | IDEXX Laboratories Inc. | $200.59万 | 0.04% | 3,570 | -1 | -0.0% | -$562 | 减仓 |
| TTC | Toro Company | $217.84万 | 0.04% | 23,313 | -20,157 | -46.4% | -$188.35万 | 减仓 |
| APD | Air Products & Chemicals | $223.53万 | 0.04% | 7,695 | -1,340 | -14.8% | -$38.93万 | 减仓 |
| JNJ | Johnson & Johnson | $238.74万 | 0.05% | 9,767 | -499 | -4.9% | -$12.20万 | 减仓 |
| ABBV | AbbVie Inc. | $242.37万 | 0.05% | 11,144 | 0 | 0.0% | — | 不变 |
| LEVI | Levi Strauss & Co | $257.82万 | 0.05% | 139,440 | 20,800 | 17.5% | $38.46万 | 加仓 |
| TROW | T Rowe Price Group Inc | $288.00万 | 0.06% | 31,950 | 0 | 0.0% | — | 不变 |
| GNTX | Gentex Corporation | $291.78万 | 0.06% | 133,540 | 0 | 0.0% | — | 不变 |
| CHD | Church & Dwight Co Inc | $322.42万 | 0.06% | 34,550 | 0 | 0.0% | — | 不变 |
| RTX | Raytheon Technologies Corp | $339.64万 | 0.07% | 17,607 | 0 | 0.0% | — | 不变 |
| GWW | W.W. Grainger Inc. | $342.51万 | 0.07% | 3,140 | 0 | 0.0% | — | 不变 |
| G | Genpact Limited | $346.37万 | 0.07% | 92,985 | -23,640 | -20.3% | -$88.06万 | 减仓 |
| TJX | TJX Companies Inc | $369.87万 | 0.07% | 23,160 | 1 | 0.0% | $160 | 加仓 |
| FFIV | F5 Networks Inc. | $385.39万 | 0.08% | 13,320 | -780 | -5.5% | -$22.57万 | 减仓 |
| NKE | Nike Inc | $395.75万 | 0.08% | 74,924 | -1,861 | -2.4% | -$9.83万 | 减仓 |
| MMM | 3M Co. | $401.26万 | 0.08% | 27,629 | -200 | -0.7% | -$2.90万 | 减仓 |
| MSCI | MSCI, Inc. | $417.73万 | 0.08% | 7,750 | -2,100 | -21.3% | -$113.19万 | 减仓 |
| TSCO | Tractor Supply Co | $442.94万 | 0.09% | 97,780 | 0 | 0.0% | — | 不变 |
| ROST | Ross Stores Inc | $477.11万 | 0.09% | 22,024 | -4,920 | -18.3% | -$106.58万 | 减仓 |
| CLX | Clorox Company | $478.41万 | 0.09% | 46,165 | -22,300 | -32.6% | -$231.09万 | 减仓 |
| KEYS | Keysight Technologies, Inc. | $478.96万 | 0.09% | 16,962 | -10,768 | -38.8% | -$304.06万 | 减仓 |
| KR | Kroger Company | $479.53万 | 0.09% | 66,270 | -13,970 | -17.4% | -$101.09万 | 减仓 |
| EHC | Encompass Health Corp | $490.03万 | 0.10% | 50,660 | 0 | 0.0% | — | 不变 |
| LH | Labcorp Holdings, Inc. | $493.06万 | 0.10% | 18,480 | -4,340 | -19.0% | -$115.80万 | 减仓 |
| TSM | Taiwan Semiconductor Manuf | $555.15万 | 0.11% | 16,427 | -693 | -4.0% | -$23.42万 | 减仓 |
| CCK | Crown Holdings Inc. | $570.45万 | 0.11% | 56,903 | 0 | 0.0% | — | 不变 |
| CTSH | Cognizant Technology Solutions | $652.87万 | 0.13% | 106,417 | -1,309 | -1.2% | -$8.03万 | 减仓 |
| ADBE | Adobe Inc | $822.39万 | 0.16% | 33,832 | -765 | -2.2% | -$18.60万 | 减仓 |
| AON | AON plc Registered Shs | $825.32万 | 0.16% | 25,569 | 14,966 | 141.1% | $483.07万 | 加仓 |
| KO | Coca-Cola Co | $849.11万 | 0.17% | 111,651 | -1 | -0.0% | -$76 | 减仓 |
| EMR | Emerson Elec Co | $975.97万 | 0.19% | 74,490 | -410 | -0.5% | -$5.37万 | 减仓 |
| CL | Colgate-Palmolive Co | $1,011.17万 | 0.20% | 118,640 | -294 | -0.2% | -$2.51万 | 减仓 |
| WAT | Waters Corp | $1,154.45万 | 0.23% | 38,766 | 30 | 0.1% | $8,934 | 加仓 |
| ACN | Accenture plc Class A | $1,156.51万 | 0.23% | 58,324 | -8,100 | -12.2% | -$160.61万 | 减仓 |
| PEP | PepsiCo Inc. | $1,263.05万 | 0.25% | 81,335 | -667 | -0.8% | -$10.36万 | 减仓 |
| — | Jensen Quality Growth ETF | $1,397.45万 | 0.28% | 574,732 | 56,885 | 11.0% | $138.31万 | 加仓 |
| ECL | Ecolab Inc | $1,565.79万 | 0.31% | 58,860 | -1,100 | -1.8% | -$29.26万 | 减仓 |
| ORCL | Oracle Corp | $1,776.94万 | 0.35% | 120,790 | -3,583 | -2.9% | -$52.71万 | 减仓 |
| ADP | Automatic Data Processing, Inc | $2,131.30万 | 0.42% | 104,897 | -528,866 | -83.4% | -$1.07亿 | 减仓 |
| APH | Amphenol Corp | $2,847.46万 | 0.56% | 225,363 | -5,125 | -2.2% | -$64.75万 | 减仓 |
| INTU | Intuit Inc. | $4,476.65万 | 0.88% | 103,535 | -169,443 | -62.1% | -$7,326.38万 | 减仓 |
| CPRT | Copart Inc. | $5,323.36万 | 1.05% | 1,603,423 | -565,094 | -26.1% | -$1,876.11万 | 减仓 |
| MSI | Motorola Solutions Inc. | $7,355.40万 | 1.45% | 169,491 | -5,745 | -3.3% | -$249.32万 | 减仓 |
| MCD | McDonald's Corp. | $8,585.95万 | 1.69% | 276,262 | -167,016 | -37.7% | -$5,190.69万 | 减仓 |
| VRSK | Verisk Analytics Inc | $9,136.35万 | 1.80% | 481,494 | 35,898 | 8.1% | $681.16万 | 加仓 |
| VEEV | Veeva Systems Inc. Class A | $9,950.56万 | 1.96% | 566,467 | 257,714 | 83.5% | $4,527.00万 | 加仓 |
| AVGO | Broadcom, Inc. | $1.38亿 | 2.72% | 445,649 | 267,208 | 149.7% | $8,270.35万 | 加仓 |
| BR | Broadridge Financial Solutions | $1.39亿 | 2.74% | 855,784 | 86,335 | 11.2% | $1,402.77万 | 加仓 |
| CDNS | Cadence Design Systems, Inc. | $1.41亿 | 2.77% | 505,861 | -23,804 | -4.5% | -$661.44万 | 减仓 |
| EFX | Equifax Inc | $1.41亿 | 2.78% | 783,100 | -41,339 | -5.0% | -$744.39万 | 减仓 |
| PG | Procter & Gamble Co | $1.44亿 | 2.84% | 997,406 | -284,801 | -22.2% | -$4,113.67万 | 减仓 |
| WM | Waste Management | $1.50亿 | 2.95% | 651,328 | -349,131 | -34.9% | -$8,022.68万 | 减仓 |
| ABT | Abbott Labs | $1.53亿 | 3.01% | 1,486,036 | -387,027 | -20.7% | -$3,973.61万 | 减仓 |
| META | Meta Platforms, Inc. Class A | $1.95亿 | 3.85% | 341,147 | -24,893 | -6.8% | -$1,424.20万 | 减仓 |
| MRSH | Marsh, Inc. | $2.00亿 | 3.94% | 1,151,204 | 66,887 | 6.2% | $1,160.16万 | 加仓 |
| SHW | Sherwin-Williams Co | $2.01亿 | 3.96% | 626,286 | 8,025 | 1.3% | $257.24万 | 加仓 |
| LLY | Eli Lilly & Co. | $2.12亿 | 4.18% | 230,671 | -19,156 | -7.7% | -$1,761.91万 | 减仓 |
| SYK | Stryker Corp | $2.29亿 | 4.51% | 696,367 | -35,178 | -4.8% | -$1,155.91万 | 减仓 |
| KLAC | KLA Corporation | $2.44亿 | 4.81% | 165,632 | -23,882 | -12.6% | -$3,516.41万 | 减仓 |
| MA | Mastercard Inc | $2.45亿 | 4.84% | 490,929 | 8,189 | 1.7% | $409.17万 | 加仓 |
| AMZN | Amazon.com Inc. | $2.54亿 | 5.01% | 1,219,422 | 85,752 | 7.6% | $1,785.96万 | 加仓 |
| NVDA | NVIDIA Corp | $2.85亿 | 5.61% | 1,632,015 | -621,721 | -27.6% | -$1.08亿 | 减仓 |
| AAPL | Apple, Inc. | $4.05亿 | 7.98% | 1,595,941 | -382,331 | -19.3% | -$9,703.18万 | 减仓 |
| GOOGL | Alphabet Inc Cap Stk Cl A | $4.17亿 | 8.21% | 1,449,021 | -83,192 | -5.4% | -$2,392.27万 | 减仓 |
| MSFT | Microsoft Corp | $4.33亿 | 8.55% | 1,171,009 | -155,831 | -11.7% | -$5,768.40万 | 减仓 |