Suncoast Equity Management
TAMPA FL · SEC CIK 0001315059
$7.98亿2026Q2 申报市值
63持仓数
57.4%前十大占比 · 第一大 9.9%
8 / 46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
AMAT 新建仓+$2,873.42万
ASML 新建仓+$1,577.63万
AVGO 加仓+$619.29万
CSCO 新建仓+$167.97万
ABBV 新建仓+$136.84万
2026Q2 卖出最多 按季末市值估算
INTU 清仓-$2,905.55万
ADP 减仓-$1,876.34万
GOOG 减仓-$1,157.51万
GOOGL 减仓-$954.86万
NVDA 减仓-$769.03万
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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $7,904.03万 | 9.90% | 395,024 | -38,434 | -8.9% | -$769.03万 | 减仓 |
| MSFT | MICROSOFT CORP | $5,604.14万 | 7.02% | 150,237 | -15,382 | -9.3% | -$573.78万 | 减仓 |
| GOOG | ALPHABET INC | $4,903.42万 | 6.14% | 138,777 | -32,760 | -19.1% | -$1,157.51万 | 减仓 |
| V | VISA INC | $4,383.54万 | 5.49% | 127,766 | -13,878 | -9.8% | -$476.14万 | 减仓 |
| LLY | ELI LILLY & CO | $4,285.22万 | 5.37% | 35,727 | -3,224 | -8.3% | -$386.70万 | 减仓 |
| AAPL | APPLE INC | $4,023.51万 | 5.04% | 139,049 | -25,455 | -15.5% | -$736.56万 | 减仓 |
| GOOGL | ALPHABET INC | $3,946.65万 | 4.94% | 110,436 | -26,719 | -19.5% | -$954.86万 | 减仓 |
| AVGO | BROADCOM INC | $3,848.79万 | 4.82% | 101,887 | 16,394 | 19.2% | $619.29万 | 加仓 |
| GWW | WW GRAINGER INC | $3,511.95万 | 4.40% | 25,816 | -2,228 | -7.9% | -$303.09万 | 减仓 |
| MCK | MCKESSON CORP | $3,387.91万 | 4.24% | 44,837 | -3,788 | -7.8% | -$286.22万 | 减仓 |
| SYK | STRYKER CORPORATION | $3,334.98万 | 4.18% | 105,926 | -10,261 | -8.8% | -$323.06万 | 减仓 |
| AMAT | APPLIED MATLS INC | $2,873.42万 | 3.60% | 39,743 | 39,743 | — | $2,873.42万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $2,846.86万 | 3.57% | 55,430 | -4,834 | -8.0% | -$248.27万 | 减仓 |
| ETN | EATON CORP PLC | $2,348.18万 | 2.94% | 55,106 | -5,236 | -8.7% | -$223.12万 | 减仓 |
| META | META PLATFORMS INC | $2,244.33万 | 2.81% | 39,843 | -3,536 | -8.2% | -$199.18万 | 减仓 |
| SPGI | S&P GLOBAL INC | $1,999.49万 | 2.50% | 49,096 | -4,264 | -8.0% | -$173.66万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,898.93万 | 2.38% | 37,949 | -7,330 | -16.2% | -$366.79万 | 减仓 |
| TJX | TJX COS INC NEW | $1,816.76万 | 2.28% | 119,918 | -12,996 | -9.8% | -$196.89万 | 减仓 |
| ABNB | AIRBNB INC | $1,775.80万 | 2.22% | 124,095 | -10,255 | -7.6% | -$146.75万 | 减仓 |
| APH | AMPHENOL CORP | $1,646.14万 | 2.06% | 93,361 | -8,256 | -8.1% | -$145.57万 | 减仓 |
| ASML | ASML HLDG NV | $1,577.63万 | 1.98% | 7,930 | 7,930 | — | $1,577.63万 | 新建仓 |
| AON | AON PLC | $1,350.11万 | 1.69% | 40,704 | -3,686 | -8.3% | -$122.26万 | 减仓 |
| NOW | SERVICENOW INC | $1,278.07万 | 1.60% | 128,734 | -10,177 | -7.3% | -$101.04万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $1,085.32万 | 1.36% | 150,405 | -15,437 | -9.3% | -$111.39万 | 减仓 |
| COR | CENCORA INC | $538.31万 | 0.67% | 19,023 | -8,330 | -30.5% | -$235.72万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $483.20万 | 0.61% | 9,838 | -1,263 | -11.4% | -$62.03万 | 减仓 |
| FAST | FASTENAL CO | $473.77万 | 0.59% | 98,641 | -10,260 | -9.4% | -$49.28万 | 减仓 |
| CTAS | CINTAS CORP | $320.51万 | 0.40% | 18,845 | -1,897 | -9.1% | -$32.26万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $308.36万 | 0.39% | 8,956 | -4,061 | -31.2% | -$139.82万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $276.86万 | 0.35% | 16,611 | -2,427 | -12.7% | -$40.45万 | 减仓 |
| ROL | ROLLINS INC | $268.15万 | 0.34% | 64,242 | -9,258 | -12.6% | -$38.64万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $256.55万 | 0.32% | 12,725 | 4,570 | 56.0% | $92.14万 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $226.38万 | 0.28% | 16,530 | -1,907 | -10.3% | -$26.12万 | 减仓 |
| CLS | CELESTICA INC | $208.30万 | 0.26% | 5,710 | -335 | -5.5% | -$12.22万 | 减仓 |
| CSCO | CISCO SYS INC | $167.97万 | 0.21% | 14,300 | 14,300 | — | $167.97万 | 新建仓 |
| FICO | FAIR ISAAC CORP | $153.53万 | 0.19% | 1,285 | 222 | 20.9% | $26.52万 | 加仓 |
| ITT | ITT INC | $149.31万 | 0.19% | 7,550 | -3,856 | -33.8% | -$76.26万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $137.47万 | 0.17% | 6,138 | -83,778 | -93.2% | -$1,876.34万 | 减仓 |
| CPAY | CORPAY INC | $136.91万 | 0.17% | 4,108 | -275 | -6.3% | -$9.16万 | 减仓 |
| ABBV | ABBVIE INC | $136.84万 | 0.17% | 5,438 | 5,438 | — | $136.84万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $131.81万 | 0.17% | 1,409 | 1,409 | — | $131.81万 | 新建仓 |
| RMD | RESMED INC | $127.61万 | 0.16% | 6,548 | -930 | -12.4% | -$18.12万 | 减仓 |
| HUBB | HUBBELL INC | $119.66万 | 0.15% | 2,287 | -353 | -13.4% | -$18.47万 | 减仓 |
| PAYX | PAYCHEX INC | $117.07万 | 0.15% | 11,906 | -1,603 | -11.9% | -$15.76万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $114.18万 | 0.14% | 826 | -53 | -6.0% | -$7.33万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $98.18万 | 0.12% | 4,133 | -292 | -6.6% | -$6.94万 | 减仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $90.25万 | 0.11% | 5,355 | 1,320 | 32.7% | $22.25万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $87.75万 | 0.11% | 9,700 | -645 | -6.2% | -$5.83万 | 减仓 |
| USFD | US FOODS HLDG CORP | $85.74万 | 0.11% | 8,385 | -540 | -6.1% | -$5.52万 | 减仓 |
| HQY | HEALTHEQUITY INC | $77.99万 | 0.10% | 8,635 | -615 | -6.6% | -$5.55万 | 减仓 |
| — | EA SERIES TRUST | $73.60万 | 0.09% | 27,756 | -106,669 | -79.4% | -$282.84万 | 减仓 |
| IDXX | IDEXX LABS INC | $73.44万 | 0.09% | 1,395 | -96 | -6.4% | -$5.05万 | 减仓 |
| STE | STERIS PLC | $68.12万 | 0.09% | 3,235 | -250 | -7.2% | -$5.26万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $62.94万 | 0.08% | 1,677 | -121 | -6.7% | -$4.54万 | 减仓 |
| WAB | WABTEC | $61.82万 | 0.08% | 2,293 | 2,293 | — | $61.82万 | 新建仓 |
| VEEV | VEEVA SYS INC | $61.49万 | 0.08% | 3,465 | -225 | -6.1% | -$3.99万 | 减仓 |
| HURN | HURON CONSULTING GROUP INC | $57.91万 | 0.07% | 6,423 | -505 | -7.3% | -$4.55万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $54.69万 | 0.07% | 2,011 | 2,011 | — | $54.69万 | 新建仓 |
| G | GENPACT LIMITED | $49.02万 | 0.06% | 17,825 | -1,553 | -8.0% | -$4.27万 | 减仓 |
| ADSK | AUTODESK INC | $37.70万 | 0.05% | 1,939 | -233 | -10.7% | -$4.53万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $35.41万 | 0.04% | 474 | -3,202 | -87.1% | -$239.23万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $32.17万 | 0.04% | 1,080 | 1,080 | — | $32.17万 | 新建仓 |
| — | TUHURA BIOSCIENCES INC | $5.11万 | 0.01% | 21,848 | -82,561 | -79.1% | -$19.32万 | 减仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -67,199 | -100.0% | -$2,905.55万 | 清仓 |
| SLDE | SLIDE INS HLDGS INC | $0 | 0.00% | 0 | -219,295 | -100.0% | -$394.73万 | 清仓 |
| IWF | ISHARES TR | $0 | 0.00% | 0 | -30,804 | -100.0% | -$328.37万 | 清仓 |
| TSCO | TRACTOR SUPPLY CO | $0 | 0.00% | 0 | -48,444 | -100.0% | -$219.45万 | 清仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | -3 | -100.0% | -$215.44万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -8,983 | -100.0% | -$178.12万 | 清仓 |
| AMZN | AMAZON COM INC | $0 | 0.00% | 0 | -5,183 | -100.0% | -$107.95万 | 清仓 |
| MCD | MCDONALDS CORP | $0 | 0.00% | 0 | -3,240 | -100.0% | -$100.69万 | 清仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $0 | 0.00% | 0 | -5,625 | -100.0% | -$80.35万 | 清仓 |
| HD | HOME DEPOT INC | $0 | 0.00% | 0 | -2,295 | -100.0% | -$75.49万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -5,021 | -100.0% | -$73.45万 | 清仓 |
| WMT | WALMART INC | $0 | 0.00% | 0 | -5,557 | -100.0% | -$69.06万 | 清仓 |
| FDX | FEDEX CORP | $0 | 0.00% | 0 | -1,626 | -100.0% | -$57.92万 | 清仓 |
| JNJ | JOHNSON & JOHNSON | $0 | 0.00% | 0 | -2,133 | -100.0% | -$52.13万 | 清仓 |
| CPRT | COPART INC | $0 | 0.00% | 0 | -14,890 | -100.0% | -$49.43万 | 清仓 |
| QQQ | INVESCO QQQ TR | $0 | 0.00% | 0 | -778 | -100.0% | -$44.90万 | 清仓 |
| SFM | SPROUTS FMRS MKT INC | $0 | 0.00% | 0 | -5,800 | -100.0% | -$44.74万 | 清仓 |
| TXN | TEXAS INSTRS INC | $0 | 0.00% | 0 | -2,087 | -100.0% | -$40.52万 | 清仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $0 | 0.00% | 0 | -2,843 | -100.0% | -$38.45万 | 清仓 |
| VOO | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -636 | -100.0% | -$38.03万 | 清仓 |
| KO | COCA COLA CO | $0 | 0.00% | 0 | -4,460 | -100.0% | -$33.92万 | 清仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $0 | 0.00% | 0 | -1,466 | -100.0% | -$31.52万 | 清仓 |
| TSLA | TESLA INC | $0 | 0.00% | 0 | -809 | -100.0% | -$30.07万 | 清仓 |
| PEP | PEPSICO INC | $0 | 0.00% | 0 | -1,926 | -100.0% | -$29.91万 | 清仓 |
| DNP | DNP SELECT INCOME FD INC | $0 | 0.00% | 0 | -28,185 | -100.0% | -$29.03万 | 清仓 |
| DHI | D R HORTON INC | $0 | 0.00% | 0 | -2,044 | -100.0% | -$28.05万 | 清仓 |
| UPS | UNITED PARCEL SVCS INC | $0 | 0.00% | 0 | -2,652 | -100.0% | -$26.09万 | 清仓 |
| OEF | ISHARES TR | $0 | 0.00% | 0 | -785 | -100.0% | -$24.98万 | 清仓 |
| HCI | HCI GROUP INC | $0 | 0.00% | 0 | -1,600 | -100.0% | -$24.74万 | 清仓 |
| CAT | CATERPILLAR INC | $0 | 0.00% | 0 | -339 | -100.0% | -$24.05万 | 清仓 |
| RJF | RAYMOND JAMES FINL INC | $0 | 0.00% | 0 | -1,526 | -100.0% | -$22.09万 | 清仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $0 | 0.00% | 0 | -4,440 | -100.0% | -$21.19万 | 清仓 |
| UEC | URANIUM ENERGY CORP | $0 | 0.00% | 0 | -13,000 | -100.0% | -$17.55万 | 清仓 |
| SOUN | SOUNDHOUND AI INC | $0 | 0.00% | 0 | -20,800 | -100.0% | -$14.29万 | 清仓 |
| — | MIRA PHARMACEUTICALS INC | $0 | 0.00% | 0 | -90,645 | -100.0% | -$9.70万 | 清仓 |
| GRAB | GRAB HOLDINGS LIMITED | $0 | 0.00% | 0 | -20,000 | -100.0% | -$7.32万 | 清仓 |
| — | WESTERN ASSET HIGH INCOME OP | $0 | 0.00% | 0 | -20,036 | -100.0% | -$7.27万 | 清仓 |