Archon Partners LLC
Princeton Junction NJ · SEC CIK 0001454424
$9.37亿2026Q2 申报市值
37持仓数
56.8%前十大占比 · 第一大 10.7%
5 / 7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
GE 新建仓+$1,756.53万
DE 新建仓+$1,458.96万
XLV 新建仓+$1,269.28万
HCA 新建仓+$1,208.66万
COF 新建仓+$942.91万
2026Q2 卖出最多 按季末市值估算
BA 清仓-$1,194.18万
BDX 清仓-$1,116.33万
WMS 清仓-$809.07万
BN 清仓-$546.35万
BKNG 清仓-$421.03万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| BA | BOEING CO | $0 | 0.00% | 0 | -60,000 | -100.0% | -$1,194.18万 | 清仓 |
| BDX | BECTON DICKINSON & CO | $0 | 0.00% | 0 | -71,000 | -100.0% | -$1,116.33万 | 清仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $0 | 0.00% | 0 | -59,000 | -100.0% | -$809.07万 | 清仓 |
| BN | BROOKFIELD CORP | $0 | 0.00% | 0 | -135,000 | -100.0% | -$546.35万 | 清仓 |
| BKNG | BOOKING HOLDINGS INC | $0 | 0.00% | 0 | -25,000 | -100.0% | -$421.03万 | 清仓 |
| CPNG | COUPANG INC | $0 | 0.00% | 0 | -220,000 | -100.0% | -$415.36万 | 清仓 |
| GPGI | GPGI INC | $0 | 0.00% | 0 | -230,000 | -100.0% | -$393.30万 | 清仓 |
| NOW | SERVICENOW INC | $595.68万 | 0.64% | 60,000 | 0 | 0.0% | — | 不变 |
| QXO | QXO INC | $846.72万 | 0.90% | 490,000 | -30,000 | -5.8% | -$51.84万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $942.91万 | 1.01% | 47,000 | 47,000 | — | $942.91万 | 新建仓 |
| NET | CLOUDFLARE INC | $981.12万 | 1.05% | 40,000 | -10,000 | -20.0% | -$245.28万 | 减仓 |
| UAL | UNITED AIRLS HLDGS INC | $1,087.92万 | 1.16% | 80,000 | 28,000 | 53.8% | $380.77万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1,166.70万 | 1.25% | 100,000 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC | $1,208.66万 | 1.29% | 31,000 | 31,000 | — | $1,208.66万 | 新建仓 |
| NI | NISOURCE INC | $1,212.53万 | 1.29% | 255,000 | 45,000 | 21.4% | $213.97万 | 加仓 |
| EQIX | EQUINIX INC | $1,250.87万 | 1.34% | 12,000 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $1,269.28万 | 1.35% | 80,000 | 80,000 | — | $1,269.28万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $1,273.65万 | 1.36% | 25,000 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $1,292.35万 | 1.38% | 11,000 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $1,295.99万 | 1.38% | 179,600 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $1,439.32万 | 1.54% | 12,000 | 3,000 | 33.3% | $359.83万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,440.65万 | 1.54% | 72,000 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $1,458.96万 | 1.56% | 23,000 | 23,000 | — | $1,458.96万 | 新建仓 |
| NFLX | NETFLIX INC. | $1,467.27万 | 1.57% | 205,500 | -5,000 | -2.4% | -$35.70万 | 减仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $1,574.75万 | 1.68% | 86,000 | 0 | 0.0% | — | 不变 |
| H | HYATT HOTELS CORP | $1,589.49万 | 1.70% | 82,000 | 0 | 0.0% | — | 不变 |
| HLT | HILTON WORLDWIDE HLDGS INC | $1,678.74万 | 1.79% | 50,800 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $1,756.53万 | 1.87% | 47,000 | 47,000 | — | $1,756.53万 | 新建仓 |
| RTX | RTX CORPORATION | $1,916.27万 | 2.05% | 101,000 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $2,040.00万 | 2.18% | 75,000 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $2,235.73万 | 2.39% | 190,000 | 0 | 0.0% | — | 不变 |
| TDG | TRANSDIGM GROUP INC | $2,304.43万 | 2.46% | 17,300 | 0 | 0.0% | — | 不变 |
| NVR | NVR INC | $2,565.93万 | 2.74% | 3,766 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $2,618.64万 | 2.80% | 80,000 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $2,645.88万 | 2.82% | 120,000 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $2,816.45万 | 3.01% | 50,000 | 2,000 | 4.2% | $112.66万 | 加仓 |
| V | VISA INC | $3,396.59万 | 3.63% | 99,000 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $3,415.44万 | 3.65% | 66,500 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $3,804.80万 | 4.06% | 102,000 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $5,227.39万 | 5.58% | 70,000 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $5,720.16万 | 6.11% | 240,000 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $7,291.87万 | 7.78% | 252,000 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $8,846.90万 | 9.44% | 176,800 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $1.00亿 | 10.68% | 280,000 | 0 | 0.0% | — | 不变 |