Archon Partners LLC
Princeton Junction NJ · SEC CIK 0001454424
$8.45亿2026Q1 申报市值
39持仓数
57.0%前十大占比 · 第一大 10.0%
5 / 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
BDX 新建仓+$1,116.33万
NI 新建仓+$979.86万
UAL 新建仓+$478.76万
CPNG 新建仓+$415.36万
GPGI 新建仓+$393.30万
2026Q1 卖出最多 按季末市值估算
PANW 清仓-$994.68万
DHR 清仓-$915.68万
APO 清仓-$911.99万
ABNB 清仓-$895.75万
FISV 清仓-$873.21万
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 |
|---|---|---|---|---|---|---|---|---|
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $8,472.26万 | 10.03% | 176,800 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $8,051.68万 | 9.53% | 280,000 | -30,000 | -9.7% | -$862.68万 | 减仓 |
| AAPL | APPLE INC | $6,395.51万 | 7.57% | 252,000 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $4,998.48万 | 5.92% | 240,000 | -9,660 | -3.9% | -$201.19万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $4,552.38万 | 5.39% | 70,000 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $3,775.73万 | 4.47% | 102,000 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $3,322.74万 | 3.93% | 66,500 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $2,992.18万 | 3.54% | 99,000 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $2,835.36万 | 3.36% | 120,000 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $2,746.22万 | 3.25% | 48,000 | 0 | 0.0% | — | 不变 |
| NVR | NVR INC | $2,481.73万 | 2.94% | 3,766 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $2,353.28万 | 2.78% | 80,000 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $2,184.81万 | 2.59% | 190,000 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $2,023.96万 | 2.40% | 210,500 | 0 | 0.0% | — | 不变 |
| TDG | TRANSDIGM GROUP INC | $2,005.00万 | 2.37% | 17,300 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $1,948.29万 | 2.31% | 101,000 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $1,819.65万 | 2.15% | 75,000 | 0 | 0.0% | — | 不变 |
| HLT | HILTON WORLDWIDE HLDGS INC | $1,544.73万 | 1.83% | 50,800 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $1,510.97万 | 1.79% | 25,000 | -10,000 | -28.6% | -$604.39万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1,462.80万 | 1.73% | 100,000 | -15,000 | -13.0% | -$219.42万 | 减仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $1,311.59万 | 1.55% | 86,000 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $1,291.86万 | 1.53% | 179,600 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $1,255.68万 | 1.49% | 72,000 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $1,194.18万 | 1.41% | 60,000 | 0 | 0.0% | — | 不变 |
| H | HYATT HOTELS CORP | $1,179.08万 | 1.40% | 82,000 | 0 | 0.0% | — | 不变 |
| EQIX | EQUINIX INC | $1,176.29万 | 1.39% | 12,000 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $1,116.33万 | 1.32% | 71,000 | 71,000 | — | $1,116.33万 | 新建仓 |
| NET | CLOUDFLARE INC | $1,031.70万 | 1.22% | 50,000 | 0 | 0.0% | — | 不变 |
| QXO | QXO INC | $1,009.84万 | 1.20% | 520,000 | 0 | 0.0% | — | 不变 |
| NI | NISOURCE INC | $979.86万 | 1.16% | 210,000 | 210,000 | — | $979.86万 | 新建仓 |
| GEV | GE VERNOVA INC | $960.19万 | 1.14% | 11,000 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $827.79万 | 0.98% | 9,000 | 0 | 0.0% | — | 不变 |
| WMS | ADVANCED DRAIN SYS INC DEL | $809.07万 | 0.96% | 59,000 | 19,000 | 47.5% | $260.55万 | 加仓 |
| NOW | SERVICENOW INC | $627.30万 | 0.74% | 60,000 | -10,000 | -14.3% | -$104.55万 | 减仓 |
| BN | BROOKFIELD CORP | $546.35万 | 0.65% | 135,000 | -25,000 | -15.6% | -$101.17万 | 重新持有 |
| UAL | UNITED AIRLS HLDGS INC | $478.76万 | 0.57% | 52,000 | 52,000 | — | $478.76万 | 新建仓 |
| BKNG | BOOKING HOLDINGS INC | $421.03万 | 0.50% | 1,000 | -1,000 | -50.0% | -$421.03万 | 减仓 |
| CPNG | COUPANG INC | $415.36万 | 0.49% | 220,000 | 220,000 | — | $415.36万 | 新建仓 |
| GPGI | GPGI INC | $393.30万 | 0.47% | 230,000 | 230,000 | — | $393.30万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $0 | 0.00% | 0 | -54,000 | -100.0% | -$994.68万 | 清仓 |
| DHR | DANAHER CORPORATION | $0 | 0.00% | 0 | -40,000 | -100.0% | -$915.68万 | 清仓 |
| APO | APOLLO GLOBAL MGMT INC | $0 | 0.00% | 0 | -63,000 | -100.0% | -$911.99万 | 清仓 |
| ABNB | AIRBNB INC | $0 | 0.00% | 0 | -66,000 | -100.0% | -$895.75万 | 清仓 |
| FISV | FISERV INC | $0 | 0.00% | 0 | -130,000 | -100.0% | -$873.21万 | 清仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $0 | 0.00% | 0 | -20,000 | -100.0% | -$701.10万 | 清仓 |
| ILMN | ILLUMINA INC | $0 | 0.00% | 0 | -39,000 | -100.0% | -$511.52万 | 清仓 |
| FNF | FIDELITY NATIONAL FINANCIAL | $0 | 0.00% | 0 | -45,000 | -100.0% | -$245.66万 | 清仓 |
| STZ | CONSTELLATION BRANDS INC | $0 | 0.00% | 0 | -7,825 | -100.0% | -$107.95万 | 清仓 |