Suncoast Equity Management
TAMPA FL · SEC CIK 0001315059
$8.33亿2026Q1 申报市值
101持仓数
54.8%前十大占比 · 第一大 9.1%
20 / 9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
SPGI 新建仓+$2,269.62万
ABNB 新建仓+$1,696.57万
TJX 加仓+$1,530.98万
NOW 新建仓+$1,452.31万
AON 新建仓+$1,432.82万
2026Q1 卖出最多 按季末市值估算
BKNG 清仓-$5,757.00万
CRM 清仓-$3,420.22万
ADBE 清仓-$2,244.21万
NVDA 减仓-$406.42万
LLY 减仓-$345.83万
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 |
|---|---|---|---|---|---|---|---|---|
| PSN | PARSONS CORP DEL | $9,864 | 0.00% | 10,000 | 10,000 | — | $9,864 | 新建仓 |
| BKNG | BOOKING HOLDINGS INC | $0 | 0.00% | 0 | -10,750 | -100.0% | -$5,757.00万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -129,109 | -100.0% | -$3,420.22万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -64,122 | -100.0% | -$2,244.21万 | 清仓 |
| BRO | BROWN & BROWN INC | $0 | 0.00% | 0 | -11,856 | -100.0% | -$94.49万 | 清仓 |
| NTAP | NETAPP INC | $0 | 0.00% | 0 | -6,561 | -100.0% | -$70.26万 | 清仓 |
| YELP | YELP INC | $0 | 0.00% | 0 | -21,130 | -100.0% | -$64.21万 | 清仓 |
| — | GRAYSCALE ETHEREUM TRUST ETF | $0 | 0.00% | 0 | -19,500 | -100.0% | -$47.52万 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -7,484 | -100.0% | -$37.16万 | 清仓 |
| LMND | LEMONADE INC | $0 | 0.00% | 0 | -3,000 | -100.0% | -$21.35万 | 清仓 |