HS Management Partners, LLC
NEW YORK NY · SEC CIK 0001455253
$2.91亿2026Q2 申报市值
24持仓数
53.4%前十大占比 · 第一大 7.3%
0 / 0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
SPOT 加仓+$728.87万
KMB 加仓+$570.53万
MCD 加仓+$417.14万
HD 加仓+$403.11万
AXP 加仓+$371.74万
2026Q2 卖出最多 按季末市值估算
AMZN 减仓-$690.71万
DKS 减仓-$633.37万
NKE 减仓-$591.22万
GOOG 减仓-$421.35万
DIS 减仓-$325.81万
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 |
|---|---|---|---|---|---|---|---|---|
| GOOG | ALPHABET INC CL C | $2,123.27万 | 7.29% | 60,093 | -11,925 | -16.6% | -$421.35万 | 减仓 |
| AMZN | AMAZON.COM INC | $1,638.35万 | 5.63% | 68,740 | -28,980 | -29.7% | -$690.71万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,595.26万 | 5.48% | 42,766 | -1,680 | -3.8% | -$62.67万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $1,591.01万 | 5.47% | 220,484 | 1,025 | 0.5% | $7.40万 | 加仓 |
| AXP | AMERICAN EXPRESS COMPANY | $1,526.15万 | 5.24% | 45,119 | 10,990 | 32.2% | $371.74万 | 加仓 |
| NFLX | NETFLIX INC | $1,489.40万 | 5.12% | 208,599 | 5,345 | 2.6% | $38.16万 | 加仓 |
| META | META PLATFORMS INC - CL A | $1,431.26万 | 4.92% | 25,409 | -4,015 | -13.6% | -$226.16万 | 减仓 |
| V | VISA INC CL A COMMON STOCK | $1,414.53万 | 4.86% | 41,229 | 9,650 | 30.6% | $331.08万 | 加仓 |
| MCD | MCDONALDS CORP | $1,381.12万 | 4.74% | 51,094 | 15,432 | 43.3% | $417.14万 | 加仓 |
| DKS | DICKS SPORTING GOODS INC | $1,355.26万 | 4.66% | 59,753 | -27,925 | -31.8% | -$633.37万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY SA | $1,340.38万 | 4.60% | 29,194 | 15,875 | 119.2% | $728.87万 | 加仓 |
| KO | COCA-COLA CO | $1,318.83万 | 4.53% | 162,277 | 12,825 | 8.6% | $104.23万 | 加仓 |
| KMB | KIMBERLY CLARK CORP | $1,295.29万 | 4.45% | 118,000 | 51,975 | 78.7% | $570.53万 | 加仓 |
| DIS | DISNEY WALT CO COM | $1,260.83万 | 4.33% | 130,995 | -33,850 | -20.5% | -$325.81万 | 减仓 |
| WSM | WILLIAMS-SONOMA INC | $1,080.49万 | 3.71% | 46,353 | -6,735 | -12.7% | -$156.99万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $1,061.86万 | 3.65% | 59,575 | -17,175 | -22.4% | -$306.13万 | 减仓 |
| RL | RALPH LAUREN CORP CL A | $1,024.60万 | 3.52% | 25,525 | -55 | -0.2% | -$2.21万 | 减仓 |
| DPZ | DOMINO'S PIZZA, INC. | $1,014.29万 | 3.48% | 34,262 | 3,965 | 13.1% | $117.38万 | 加仓 |
| ABNB | AIRBNB | $961.43万 | 3.30% | 67,186 | 12,550 | 23.0% | $179.59万 | 加仓 |
| CART | MAPLEBEAR INC | $811.74万 | 2.79% | 171,434 | -14,125 | -7.6% | -$66.88万 | 减仓 |
| GAP | GAP INC | $745.25万 | 2.56% | 398,957 | -8,900 | -2.2% | -$16.63万 | 减仓 |
| HD | HOME DEPOT INC | $731.99万 | 2.51% | 20,755 | 11,430 | 122.6% | $403.11万 | 加仓 |
| SBUX | STARBUCKS CORP | $580.52万 | 1.99% | 56,808 | -18,775 | -24.8% | -$191.86万 | 减仓 |
| NKE | NIKE INC CL B | $334.85万 | 1.15% | 81,572 | -144,025 | -63.8% | -$591.22万 | 减仓 |