Sustainable Growth Advisers, LP
STAMFORD CT · SEC CIK 0001290668
$106.22亿2026Q1 申报市值
51持仓数
49.8%前十大占比 · 第一大 8.0%
2 / 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+$2.52亿
MA 新建仓+$1.88亿
AXP 加仓+$1.52亿
NFLX 加仓+$8,000.37万
AAPL 加仓+$7,757.45万
2026Q1 卖出最多 按季末市值估算
UNH 清仓-$4.70亿
IT 清仓-$3.14亿
AMZN 减仓-$2.88亿
NVDA 减仓-$1.96亿
MSFT 减仓-$1.80亿
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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | Nvidia Corp | $8.46亿 | 7.96% | 4,849,512 | -1,124,701 | -18.8% | -$1.96亿 | 减仓 |
| AMZN | Amazon.com Inc | $6.81亿 | 6.41% | 3,271,241 | -1,381,312 | -29.7% | -$2.88亿 | 减仓 |
| MSFT | Microsoft Corp. | $5.81亿 | 5.47% | 1,568,993 | -486,084 | -23.7% | -$1.80亿 | 减仓 |
| GOOG | Alphabet Inc CL C | $5.43亿 | 5.11% | 1,892,568 | -251,121 | -11.7% | -$7,203.66万 | 减仓 |
| V | Visa Inc | $5.29亿 | 4.98% | 1,750,135 | -366,634 | -17.3% | -$1.11亿 | 减仓 |
| WM | Waste Management Inc | $4.65亿 | 4.37% | 2,021,702 | -746,648 | -27.0% | -$1.72亿 | 减仓 |
| AVGO | Broadcom Inc | $4.53亿 | 4.26% | 1,462,602 | 814,680 | 125.7% | $2.52亿 | 加仓 |
| CP | Canadian Pacific Kansas City L | $4.10亿 | 3.86% | 5,210,330 | -1,353,889 | -20.6% | -$1.06亿 | 减仓 |
| META | Meta Platforms Inc | $3.99亿 | 3.76% | 697,191 | -157,234 | -18.4% | -$8,995.83万 | 减仓 |
| AAPL | Apple Inc | $3.87亿 | 3.65% | 1,525,700 | 305,664 | 25.1% | $7,757.45万 | 加仓 |
| SNPS | Synopsys Inc | $3.57亿 | 3.36% | 900,987 | -223,398 | -19.9% | -$8,857.28万 | 减仓 |
| YUM | Yum! Brands Inc | $3.51亿 | 3.31% | 2,260,403 | -237,026 | -9.5% | -$3,685.28万 | 减仓 |
| AON | Aon PLC | $3.40亿 | 3.20% | 1,051,805 | -169,662 | -13.9% | -$5,476.35万 | 减仓 |
| AXP | American Express Co | $3.39亿 | 3.20% | 1,122,014 | 504,124 | 81.6% | $1.52亿 | 加仓 |
| NFLX | Netflix Inc | $3.28亿 | 3.09% | 3,410,969 | 832,072 | 32.3% | $8,000.37万 | 加仓 |
| CRM | Salesforce Inc | $3.25亿 | 3.06% | 1,740,310 | -401,025 | -18.7% | -$7,485.93万 | 减仓 |
| SPGI | S&P Global Inc | $3.22亿 | 3.03% | 757,297 | -272,995 | -26.5% | -$1.16亿 | 减仓 |
| DHR | Danaher Corp | $3.10亿 | 2.92% | 1,636,382 | 38,584 | 2.4% | $731.55万 | 加仓 |
| ARM | Arm Holdings Inc - ADR | $3.04亿 | 2.86% | 2,007,159 | -660,971 | -24.8% | -$9,999.17万 | 减仓 |
| INTU | Intuit Inc | $2.75亿 | 2.59% | 635,752 | -323,849 | -33.7% | -$1.40亿 | 减仓 |
| CMG | Chipotle Mexican Grill Inc | $2.50亿 | 2.36% | 7,818,154 | -1,859,370 | -19.2% | -$5,951.84万 | 减仓 |
| GWW | WW Grainger Inc | $2.30亿 | 2.17% | 210,918 | -18,777 | -8.2% | -$2,048.21万 | 减仓 |
| ECL | Ecolab Inc | $2.25亿 | 2.12% | 847,258 | 202,240 | 31.4% | $5,379.99万 | 加仓 |
| MA | MasterCard Inc | $1.88亿 | 1.77% | 376,414 | 376,414 | — | $1.88亿 | 新建仓 |
| COO | Cooper Companies Inc/ The | $1.47亿 | 1.38% | 2,054,312 | -1,314,255 | -39.0% | -$9,396.92万 | 减仓 |
| NKE | NIKE Inc | $1.35亿 | 1.28% | 2,564,741 | -225,147 | -8.1% | -$1,189.23万 | 减仓 |
| HDB | HDFC Bank Ltd-ADR | $1.30亿 | 1.22% | 5,225,907 | -485,068 | -8.5% | -$1,206.85万 | 减仓 |
| STE | Steris PLC | $1.21亿 | 1.14% | 547,179 | -211,505 | -27.9% | -$4,677.01万 | 减仓 |
| NOW | ServiceNow Inc | $1.05亿 | 0.99% | 1,005,271 | -135,708 | -11.9% | -$1,418.83万 | 减仓 |
| MELI | MercadoLibre Inc | $9,084.44万 | 0.86% | 52,541 | -24,742 | -32.0% | -$4,277.94万 | 减仓 |
| ALC | Alcon Inc | $8,304.10万 | 0.78% | 1,102,071 | -1,029,428 | -48.3% | -$7,756.74万 | 减仓 |
| SAP | SAP SE-Sponsored ADR | $8,117.13万 | 0.76% | 474,104 | -212,747 | -31.0% | -$3,642.44万 | 减仓 |
| SE | Sea LTD ADR | $5,216.66万 | 0.49% | 629,955 | -130,405 | -17.2% | -$1,079.88万 | 减仓 |
| TSM | Taiwan Semiconductor Mfg ADR | $4,401.97万 | 0.41% | 130,255 | -3,271 | -2.4% | -$110.54万 | 减仓 |
| BABA | Alibaba Group Holding-Sp ADR | $3,431.16万 | 0.32% | 273,486 | -6,916 | -2.5% | -$86.77万 | 减仓 |
| UL | Unilever PLC ADR | $2,310.53万 | 0.22% | 405,570 | -34,450 | -7.8% | -$196.26万 | 减仓 |
| GRAB | Grab Holdings Ltd - Cl A | $2,126.88万 | 0.20% | 5,811,158 | 1,914,652 | 49.1% | $700.76万 | 加仓 |
| FMX | Fomento Economico Mexicano-Sp | $1,833.68万 | 0.17% | 165,107 | 9,668 | 6.2% | $107.37万 | 加仓 |
| WCN | Waste Connections | $1,594.32万 | 0.15% | 98,148 | 12,829 | 15.0% | $208.39万 | 加仓 |
| INFY | Infosys Ltd-Sp ADR | $1,561.50万 | 0.15% | 1,155,813 | 805,626 | 230.1% | $1,088.40万 | 加仓 |
| XP | XP Inc | $1,326.12万 | 0.12% | 696,489 | 16,319 | 2.4% | $31.07万 | 加仓 |
| LIN | Linde PLC | $1,215.80万 | 0.11% | 24,524 | -4,160 | -14.5% | -$206.24万 | 减仓 |
| SHOP | Shopify Inc. | $961.85万 | 0.09% | 81,087 | 20,436 | 33.7% | $242.41万 | 加仓 |
| SPOT | Spotify Technology SA | $721.40万 | 0.07% | 14,877 | 14,877 | — | $721.40万 | 新建仓 |
| TME | Tencent Music Entertainment - | $467.61万 | 0.04% | 503,887 | 162,755 | 47.7% | $151.04万 | 加仓 |
| MMYT | MakeMyTrip Ltd | $459.59万 | 0.04% | 123,247 | 32,263 | 35.5% | $120.31万 | 加仓 |
| — | Universal Music Group Unsp Adr | $329.04万 | 0.03% | 342,750 | 0 | 0.0% | — | 不变 |
| — | AIA Group Ltd-Sp ADR | $317.44万 | 0.03% | 71,286 | 0 | 0.0% | — | 不变 |
| — | Adyen NV Unspon ADR | $293.96万 | 0.03% | 294,848 | 67,012 | 29.4% | $66.81万 | 加仓 |
| — | Experian PLC ADR | $252.30万 | 0.02% | 72,210 | 0 | 0.0% | — | 不变 |
| — | Fast Retailing Co-Unspon ADR | $248.27万 | 0.02% | 62,583 | -15,063 | -19.4% | -$59.75万 | 减仓 |
| UNH | UnitedHealth Group Inc | $0 | 0.00% | 0 | -1,422,511 | -100.0% | -$4.70亿 | 清仓 |
| IT | Gartner Inc | $0 | 0.00% | 0 | -1,243,148 | -100.0% | -$3.14亿 | 清仓 |
| WDAY | Workday Inc Class A | $0 | 0.00% | 0 | -36,299 | -100.0% | -$779.63万 | 清仓 |
| IWF | iShares Russell 1000 Growth | $0 | 0.00% | 0 | -10,027 | -100.0% | -$474.58万 | 清仓 |
| GOOGL | Alphabet Inc CL A | $0 | 0.00% | 0 | -10,582 | -100.0% | -$331.22万 | 清仓 |