MAR VISTA INVESTMENT PARTNERS LLC
LOS ANGELES CA · SEC CIK 0001419999
$10.00亿2026Q1 申报市值
35持仓数
50.5%前十大占比 · 第一大 6.6%
2 / 1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+$1,746.69万
GEV 加仓+$1,578.29万
GE 加仓+$1,525.92万
NFLX 加仓+$1,277.33万
ECL 新建仓+$954.69万
2026Q1 卖出最多 按季末市值估算
CRM 清仓-$1,984.94万
LIN 减仓-$1,943.38万
INTU 减仓-$1,655.06万
TSM 减仓-$1,611.41万
SAP 减仓-$1,502.61万
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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $6,549.05万 | 6.55% | 258,050 | 4,479 | 1.8% | $113.67万 | 加仓 |
| NVDA | NVIDIA CORP | $6,280.00万 | 6.28% | 360,092 | 44,370 | 14.1% | $773.81万 | 加仓 |
| MSFT | MICROSOFT CORP | $5,909.50万 | 5.91% | 159,643 | -1,432 | -0.9% | -$53.01万 | 减仓 |
| AMZN | AMAZON.COM INC | $5,622.02万 | 5.62% | 269,939 | -1,678 | -0.6% | -$34.95万 | 减仓 |
| GOOG | ALPHABET INC-CL C | $5,020.48万 | 5.02% | 175,015 | 4,037 | 2.4% | $115.81万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $4,548.45万 | 4.55% | 39,246 | -545 | -1.4% | -$63.16万 | 减仓 |
| AVGO | BROADCOM INC | $4,326.24万 | 4.33% | 139,777 | 56,434 | 67.7% | $1,746.69万 | 加仓 |
| V | VISA INC-CLASS A SHARES | $4,144.92万 | 4.15% | 137,140 | 4,639 | 3.5% | $140.21万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $4,057.70万 | 4.06% | 166,000 | -3,614 | -2.1% | -$88.34万 | 减仓 |
| MCO | MOODYS CORP | $4,016.55万 | 4.02% | 92,070 | 4,508 | 5.1% | $196.66万 | 加仓 |
| ADI | ANALOG DEVICES INC | $3,800.37万 | 3.80% | 119,456 | -8 | -0.0% | -$2,545 | 减仓 |
| LIN | LINDE PLC | $3,685.13万 | 3.69% | 74,333 | -39,200 | -34.5% | -$1,943.38万 | 减仓 |
| APH | AMPHENOL CORP-CL A | $3,669.97万 | 3.67% | 290,461 | -6,263 | -2.1% | -$79.13万 | 减仓 |
| AME | AMETEK INC | $3,668.24万 | 3.67% | 171,125 | -4,199 | -2.4% | -$90.01万 | 减仓 |
| GE | GE AEROSPACE | $3,642.05万 | 3.64% | 128,345 | 53,773 | 72.1% | $1,525.92万 | 加仓 |
| SYK | STRYKER CORP | $3,405.44万 | 3.41% | 103,638 | 2,465 | 2.4% | $81.00万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR-SP ADR | $3,056.22万 | 3.06% | 90,434 | -47,682 | -34.5% | -$1,611.41万 | 减仓 |
| META | META PLATFORMS INC-CLASS A | $3,005.17万 | 3.01% | 52,526 | -3,620 | -6.4% | -$207.11万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC-CL B | $2,878.03万 | 2.88% | 60,059 | 157 | 0.3% | $7.52万 | 加仓 |
| NFLX | NETFLIX INC | $2,493.09万 | 2.49% | 259,292 | 132,848 | 105.1% | $1,277.33万 | 加仓 |
| DHR | DANAHER CORP | $2,278.78万 | 2.28% | 120,189 | 13,124 | 12.3% | $248.83万 | 加仓 |
| MTD | METTLER-TOLEDO INTERNATIONAL | $2,144.29万 | 2.14% | 17,002 | 361 | 2.2% | $45.53万 | 加仓 |
| GEV | GE VERNOVA INC | $2,024.34万 | 2.02% | 23,191 | 18,081 | 353.8% | $1,578.29万 | 加仓 |
| UL | UNILEVER PLC-SPONSORED ADR | $1,965.23万 | 1.97% | 344,958 | 8,491 | 2.5% | $48.37万 | 加仓 |
| ORCL | ORACLE CORP | $1,758.04万 | 1.76% | 119,505 | -2,588 | -2.1% | -$38.07万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $1,540.85万 | 1.54% | 89,283 | 1,510 | 1.7% | $26.06万 | 加仓 |
| HEI | HEICO CORP | $1,308.65万 | 1.31% | 47,726 | 901 | 1.9% | $24.71万 | 加仓 |
| ECL | ECOLAB INC | $954.69万 | 0.95% | 35,888 | 35,888 | — | $954.69万 | 新建仓 |
| QXO | QXO INC | $925.19万 | 0.93% | 476,409 | 476,409 | — | $925.19万 | 新建仓 |
| INTU | INTUIT INC | $908.86万 | 0.91% | 21,020 | -38,278 | -64.6% | -$1,655.06万 | 减仓 |
| ASML | ASML HOLDING NV-NY REG SHS | $304.32万 | 0.30% | 2,304 | -1,343 | -36.8% | -$177.39万 | 减仓 |
| SAP | SAP SE-SPONSORED ADR | $52.49万 | 0.05% | 3,066 | -87,764 | -96.6% | -$1,502.61万 | 减仓 |
| GOOGL | ALPHABET INC-CL A | $21.16万 | 0.02% | 736 | -26 | -3.4% | -$7,477 | 减仓 |
| VLTO | VERALTO CORP | $4.98万 | 0.00% | 563 | -99,871 | -99.4% | -$883.05万 | 减仓 |
| NKE | NIKE INC CL B | $3.22万 | 0.00% | 610 | 31 | 5.4% | $1,637 | 加仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -74,929 | -100.0% | -$1,984.94万 | 清仓 |