AMI ASSET MANAGEMENT CORP
LOS ANGELES CA · SEC CIK 0001369702
$15.66亿2026Q1 申报市值
96持仓数
50.4%前十大占比 · 第一大 7.3%
12 / 7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
SPOT 加仓+$2,889.62万
NOW 加仓+$2,097.03万
CRWD 加仓+$1,670.84万
SNOW 加仓+$1,579.08万
PANW 加仓+$1,215.48万
2026Q1 卖出最多 按季末市值估算
CRM 清仓-$4,614.13万
PWR 减仓-$3,112.44万
IWF 减仓-$2,462.36万
GOOGL 减仓-$2,395.14万
MSFT 减仓-$2,258.22万
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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $1.15亿 | 7.34% | 452,765 | -13,405 | -2.9% | -$340.21万 | 减仓 |
| GOOGL | ALPHABET INC CLASS CLASS A | $1.11亿 | 7.08% | 385,650 | -83,292 | -17.8% | -$2,395.14万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR M F SPONS | $9,492.71万 | 6.06% | 280,891 | -5,508 | -1.9% | -$186.14万 | 减仓 |
| PWR | QUANTA SVCS INC | $7,820.39万 | 4.99% | 142,443 | -56,691 | -28.5% | -$3,112.44万 | 减仓 |
| AVGO | BROADCOM INC | $7,759.43万 | 4.95% | 250,700 | -7,816 | -3.0% | -$241.91万 | 减仓 |
| AMZN | AMAZON.COM INC | $7,044.66万 | 4.50% | 338,247 | -10,051 | -2.9% | -$209.33万 | 减仓 |
| NFLX | NETFLIX INC | $6,929.35万 | 4.42% | 720,681 | -20,532 | -2.8% | -$197.42万 | 减仓 |
| MSFT | MICROSOFT CORP | $6,357.03万 | 4.06% | 171,733 | -61,005 | -26.2% | -$2,258.22万 | 减仓 |
| LLY | ELI LILLY & CO | $5,500.61万 | 3.51% | 59,804 | -1,743 | -2.8% | -$160.32万 | 减仓 |
| ULTA | ULTA BEAUTY INC | $5,446.70万 | 3.48% | 104,201 | -3,074 | -2.9% | -$160.68万 | 减仓 |
| CHD | CHURCH & DWIGHT INC | $5,057.16万 | 3.23% | 541,916 | -6,213 | -1.1% | -$57.98万 | 减仓 |
| LH | LABCORP HLDGS INC | $4,628.68万 | 2.96% | 173,482 | -5,280 | -3.0% | -$140.88万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $4,308.66万 | 2.75% | 268,754 | 75,816 | 39.3% | $1,215.48万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $4,245.13万 | 2.71% | 498,079 | 75,262 | 17.8% | $641.46万 | 加仓 |
| SCHW | CHARLES SCHWAB CORP NEW | $4,201.17万 | 2.68% | 447,029 | -13,995 | -3.0% | -$131.52万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $4,149.36万 | 2.65% | 263,904 | -6,482 | -2.4% | -$101.92万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A F | $4,142.00万 | 2.64% | 85,418 | 59,591 | 230.7% | $2,889.62万 | 加仓 |
| WM | WASTE MGMT INC DEL | $4,075.48万 | 2.60% | 177,357 | -5,651 | -3.1% | -$129.85万 | 减仓 |
| NOW | SERVICENOW INC | $3,966.11万 | 2.53% | 379,351 | 200,577 | 112.2% | $2,097.03万 | 加仓 |
| WST | WEST PHARMACEUTICAL SVCS | $3,869.91万 | 2.47% | 154,401 | -4,638 | -2.9% | -$116.25万 | 减仓 |
| MA | MASTERCARD INC CLASS CLASS A | $3,561.08万 | 2.27% | 71,270 | -2,251 | -3.1% | -$112.47万 | 减仓 |
| ZTS | ZOETIS INC CLASS CLASS A | $3,337.89万 | 2.13% | 282,369 | -3,525 | -1.2% | -$41.67万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC CLASS A | $3,283.58万 | 2.10% | 84,106 | 42,797 | 103.6% | $1,670.84万 | 加仓 |
| PODD | INSULET CORP | $3,154.62万 | 2.01% | 150,335 | -4,989 | -3.2% | -$104.69万 | 减仓 |
| SNOW | SNOWFLAKE INC CLASS CLASS A | $2,659.84万 | 1.70% | 176,359 | 104,700 | 146.1% | $1,579.08万 | 加仓 |
| ECL | ECOLAB INC | $2,651.72万 | 1.69% | 99,681 | -3,188 | -3.1% | -$84.81万 | 减仓 |
| COST | COSTCO WHSL CORP NEW | $2,232.68万 | 1.43% | 22,407 | -651 | -2.8% | -$64.87万 | 减仓 |
| SNPS | SYNOPSYS INC | $2,119.85万 | 1.35% | 53,467 | -1,328 | -2.4% | -$52.65万 | 减仓 |
| CHWY | CHEWY INC CLASS CLASS A | $2,006.08万 | 1.28% | 742,991 | -47,548 | -6.0% | -$128.38万 | 减仓 |
| CART | MAPLEBEAR INC | $1,568.67万 | 1.00% | 418,759 | -34,017 | -7.5% | -$127.43万 | 减仓 |
| MKC | MCCORMICK & CO INC CLASS CLASS | $1,544.66万 | 0.99% | 306,237 | -23,010 | -7.0% | -$116.06万 | 减仓 |
| CTAS | CINTAS CORP | $1,244.92万 | 0.79% | 73,603 | -2,625 | -3.4% | -$44.40万 | 减仓 |
| IWF | MFC ISHARES TR RUSSELL 1000 GR | $602.54万 | 0.38% | 14,131 | -57,748 | -80.3% | -$2,462.36万 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $200.67万 | 0.13% | 3,086 | -615 | -16.6% | -$39.99万 | 减仓 |
| GLW | CORNING INC | $175.90万 | 0.11% | 12,937 | -2,921 | -18.4% | -$39.72万 | 减仓 |
| MMSI | MERIT MED SYS INC | $150.39万 | 0.10% | 21,818 | 168 | 0.8% | $1.16万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $147.47万 | 0.09% | 6,033 | -102 | -1.7% | -$2.49万 | 减仓 |
| SRRK | SCHOLAR ROCK HLDG CORP | $140.25万 | 0.09% | 28,530 | -946 | -3.2% | -$4.65万 | 减仓 |
| MDGL | MADRIGAL PHARMACEUTICALS | $136.78万 | 0.09% | 2,613 | -139 | -5.1% | -$7.28万 | 减仓 |
| CGON | CG ONCOLOGY INC | $136.23万 | 0.09% | 20,129 | -21,080 | -51.2% | -$142.67万 | 减仓 |
| COCO | VITA COCO CO INC | $129.14万 | 0.08% | 26,954 | -4,985 | -15.6% | -$23.88万 | 减仓 |
| MRK | MERCK & CO. INC. | $126.26万 | 0.08% | 10,496 | 2,907 | 38.3% | $34.97万 | 加仓 |
| VCYT | VERACYTE INC | $124.02万 | 0.08% | 38,504 | -1,259 | -3.2% | -$4.06万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $124.02万 | 0.08% | 4,216 | -928 | -18.0% | -$27.30万 | 减仓 |
| ARQT | ARCUTIS BIOTHERAPEUTICS | $119.83万 | 0.08% | 50,863 | 1,601 | 3.2% | $3.77万 | 加仓 |
| PEP | PEPSICO INC | $117.69万 | 0.08% | 7,579 | -167 | -2.2% | -$2.59万 | 减仓 |
| EXE | EXPAND ENERGY CORP | $115.44万 | 0.07% | 10,516 | -61 | -0.6% | -$6,697 | 减仓 |
| KNSA | KINIKSA PHARMACEUTICAL F CLASS | $105.66万 | 0.07% | 21,943 | -21,173 | -49.1% | -$101.95万 | 减仓 |
| MCD | MCDONALDS CORP | $103.87万 | 0.07% | 3,342 | -22 | -0.7% | -$6,837 | 减仓 |
| PKG | PACKAGING CORP OF AMER | $103.65万 | 0.07% | 4,884 | -25 | -0.5% | -$5,305 | 减仓 |
| DPZ | DOMINOS PIZZA INC | $103.15万 | 0.07% | 2,875 | -83 | -2.8% | -$2.98万 | 减仓 |
| SO | SOUTHERN CO | $101.81万 | 0.07% | 10,548 | -165 | -1.5% | -$1.59万 | 减仓 |
| QCOM | QUALCOMM INC | $101.74万 | 0.06% | 7,900 | -712 | -8.3% | -$9.17万 | 减仓 |
| PRIM | PRIMORIS SVCS CORP | $100.54万 | 0.06% | 7,029 | -2,296 | -24.6% | -$32.84万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $98.28万 | 0.06% | 10,581 | 4,394 | 71.0% | $40.81万 | 加仓 |
| SRE | SEMPRA | $97.95万 | 0.06% | 10,080 | -64 | -0.6% | -$6,219 | 减仓 |
| CYTK | CYTOKINETICS INC | $97.65万 | 0.06% | 14,816 | 536 | 3.8% | $3.53万 | 加仓 |
| GXO | GXO LOGISTICS INC | $94.62万 | 0.06% | 18,249 | -568 | -3.0% | -$2.95万 | 减仓 |
| GSK | GSK PLC ADR F SPONSORED ADR 1 | $93.89万 | 0.06% | 17,012 | -96 | -0.6% | -$5,298 | 减仓 |
| VERA | VERA THERAPEUTICS INC CLASS A | $88.31万 | 0.06% | 21,952 | -6,571 | -23.0% | -$26.44万 | 减仓 |
| CVX | CHEVRON CORP NEW | $87.04万 | 0.06% | 4,207 | -1,970 | -31.9% | -$40.76万 | 减仓 |
| EXLS | EXLSERVICE HLDGS INC | $86.99万 | 0.06% | 28,569 | 1,014 | 3.7% | $3.09万 | 加仓 |
| FCX | FREEPORT-MCMORAN INC | $83.49万 | 0.05% | 14,203 | 14,203 | — | $83.49万 | 新建仓 |
| NUVB | NUVATION BIO INC A CLASS A | $82.55万 | 0.05% | 192,427 | 65,955 | 52.1% | $28.29万 | 加仓 |
| MIRM | MIRUM PHARMACEUTICALS IN | $81.84万 | 0.05% | 8,859 | 8,859 | — | $81.84万 | 新建仓 |
| DY | DYCOM INDS INC | $78.03万 | 0.05% | 2,303 | 959 | 71.4% | $32.49万 | 加仓 |
| CSCO | CISCO SYS INC | $72.20万 | 0.05% | 9,305 | 9,305 | — | $72.20万 | 新建仓 |
| ELF | E L F BEAUTY INC | $68.81万 | 0.04% | 11,353 | 3,572 | 45.9% | $21.65万 | 加仓 |
| APPF | APPFOLIO INC CLASS CLASS A | $68.48万 | 0.04% | 4,339 | 1,627 | 60.0% | $25.68万 | 加仓 |
| CWST | CASELLA WASTE SYS INC CLASS CL | $60.27万 | 0.04% | 7,596 | -196 | -2.5% | -$1.56万 | 减仓 |
| SBUX | STARBUCKS CORP | $59.55万 | 0.04% | 6,647 | -172 | -2.5% | -$1.54万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO COM | $58.28万 | 0.04% | 12,866 | 12,866 | — | $58.28万 | 新建仓 |
| BFAM | BRIGHT HORIZONS FAMILY S | $54.71万 | 0.03% | 6,661 | 2,399 | 56.3% | $19.70万 | 加仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $52.99万 | 0.03% | 3,543 | 3,543 | — | $52.99万 | 新建仓 |
| HALO | HALOZYME THERAPEUTICS IN | $52.98万 | 0.03% | 8,197 | -465 | -5.4% | -$3.01万 | 减仓 |
| ONTO | ONTO INNOVATION INC | $52.13万 | 0.03% | 2,542 | 2,542 | — | $52.13万 | 新建仓 |
| TTMI | TTM TECHNOLOGIES INC | $51.65万 | 0.03% | 5,302 | 5,302 | — | $51.65万 | 新建仓 |
| WGS | GENEDX HLDGS CORP CLASS A | $51.33万 | 0.03% | 7,993 | 5,004 | 167.4% | $32.14万 | 加仓 |
| SITE | SITEONE LANDSCAPE SUPPLY | $48.70万 | 0.03% | 3,659 | -94 | -2.5% | -$1.25万 | 减仓 |
| FRPT | FRESHPET INC | $48.47万 | 0.03% | 8,220 | -197 | -2.3% | -$1.16万 | 减仓 |
| GENI | GENIUS SPORTS LTD F | $48.19万 | 0.03% | 108,780 | 29,147 | 36.6% | $12.91万 | 加仓 |
| SAIL | SAILPOINT INC | $47.51万 | 0.03% | 35,884 | -859 | -2.3% | -$1.14万 | 减仓 |
| GLDM | SPDR GOLD MINISHARES | $46.98万 | 0.03% | 5,069 | 5,069 | — | $46.98万 | 新建仓 |
| ITRI | ITRON INC EQUITY CLASS EQUITY | $43.24万 | 0.03% | 4,824 | -123 | -2.5% | -$1.10万 | 减仓 |
| IBM | IBM CORP | $37.89万 | 0.02% | 1,563 | 1,563 | — | $37.89万 | 新建仓 |
| GOOG | ALPHABET INC CLASS CLASS C | $37.49万 | 0.02% | 1,307 | 1,307 | — | $37.49万 | 新建仓 |
| PL | PLANET LABS PBC CLASS CLASS A | $37.39万 | 0.02% | 13,376 | -20,755 | -60.8% | -$58.01万 | 减仓 |
| VIAV | VIAVI SOLUTIONS INC | $34.17万 | 0.02% | 10,266 | 10,266 | — | $34.17万 | 新建仓 |
| HD | HOME DEPOT INC | $29.60万 | 0.02% | 900 | -2,499 | -73.5% | -$82.19万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES IN CLASS | $29.26万 | 0.02% | 2,000 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $26.19万 | 0.02% | 2,717 | 735 | 37.1% | $7.08万 | 加仓 |
| RMBS | RAMBUS INC DEL | $25.38万 | 0.02% | 2,950 | 2,950 | — | $25.38万 | 新建仓 |
| IWB | ISHARES RUSSELL 1000 ETF | $25.24万 | 0.02% | 708 | -1,052 | -59.8% | -$37.50万 | 减仓 |
| TTAN | SERVICETITAN INC CLASS A | $24.09万 | 0.02% | 3,796 | -90 | -2.3% | -$5,711 | 减仓 |
| UPST | UPSTART HLDGS INC | $22.54万 | 0.01% | 8,787 | -210 | -2.3% | -$5,387 | 减仓 |
| LION | LIONSGATE STUDIOS CORP F | $11.71万 | 0.01% | 12,215 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -174,177 | -100.0% | -$4,614.13万 | 清仓 |
| BIL | ST STERT SPDR BLMBG 1 3 MN T B | $0 | 0.00% | 0 | -56,060 | -100.0% | -$512.28万 | 清仓 |
| BRZE | BRAZE INC CLASS A | $0 | 0.00% | 0 | -24,628 | -100.0% | -$84.45万 | 清仓 |
| CVLT | COMMVAULT SYS INC | $0 | 0.00% | 0 | -4,814 | -100.0% | -$60.35万 | 清仓 |