Main Street Research LLC
SAUSALITO CA · SEC CIK 0001513211
$21.18亿2026Q2 申报市值
140持仓数
48.9%前十大占比 · 第一大 6.0%
11 / 21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
ROST 新建仓+$3,208.82万
FTI 新建仓+$2,742.55万
BCS 加仓+$2,069.61万
ISCF 加仓+$297.53万
TSM 加仓+$251.68万
2026Q2 卖出最多 按季末市值估算
GLDM 清仓-$4,351.34万
MCK 减仓-$2,969.48万
PLTR 减仓-$1,822.42万
IBIT 清仓-$753.36万
PANW 减仓-$364.24万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $1.26亿 | 5.95% | 630,053 | 9,277 | 1.5% | $185.62万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $1.25亿 | 5.92% | 108,636 | -473 | -0.4% | -$54.60万 | 减仓 |
| AAPL | APPLE INC | $1.18亿 | 5.55% | 406,129 | 2,551 | 0.6% | $73.82万 | 加仓 |
| GOOGL | ALPHABET INC | $1.13亿 | 5.35% | 316,947 | 5,161 | 1.7% | $184.44万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1.09亿 | 5.15% | 228,429 | 5,270 | 2.4% | $251.68万 | 加仓 |
| GLW | CORNING INC | $1.01亿 | 4.75% | 394,058 | 6,340 | 1.6% | $161.94万 | 加仓 |
| XBI | SPDR SERIES TRUST | $9,127.13万 | 4.31% | 576,754 | 9,275 | 1.6% | $146.78万 | 加仓 |
| ISCF | ISHARES TR | $8,776.42万 | 4.14% | 2,027,356 | 68,729 | 3.5% | $297.53万 | 加仓 |
| ASML | ASML HLDG NV | $8,434.43万 | 3.98% | 42,396 | 709 | 1.7% | $141.05万 | 加仓 |
| AVGO | BROADCOM INC | $8,077.84万 | 3.81% | 213,841 | 1,439 | 0.7% | $54.36万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $7,407.45万 | 3.50% | 226,299 | 2,537 | 1.1% | $83.04万 | 加仓 |
| EWY | ISHARES INC | $7,285.86万 | 3.44% | 360,865 | -1,009 | -0.3% | -$20.37万 | 减仓 |
| CAT | CATERPILLAR INC | $6,576.72万 | 3.10% | 61,759 | 649 | 1.1% | $69.11万 | 加仓 |
| AMZN | AMAZON COM INC | $6,548.10万 | 3.09% | 274,738 | 5,545 | 2.1% | $132.16万 | 加仓 |
| GEV | GE VERNOVA INC | $5,968.54万 | 2.82% | 50,802 | 110 | 0.2% | $12.92万 | 加仓 |
| APH | AMPHENOL CORP | $5,443.29万 | 2.57% | 308,716 | 7,673 | 2.5% | $135.29万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $4,790.88万 | 2.26% | 188,640 | 1,758 | 0.9% | $44.65万 | 加仓 |
| RY | ROYAL BK CDA | $4,701.03万 | 2.22% | 227,136 | 4,568 | 2.1% | $94.54万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $4,443.25万 | 2.10% | 47,497 | 1,358 | 2.9% | $127.04万 | 加仓 |
| BHP | BHP BILLITON LIMITED | $4,399.19万 | 2.08% | 528,051 | 8,839 | 1.7% | $73.64万 | 加仓 |
| BCS | BARCLAYS PLC | $4,355.32万 | 2.06% | 1,621,490 | 770,519 | 90.5% | $2,069.61万 | 加仓 |
| META | META PLATFORMS INC | $4,066.25万 | 1.92% | 72,187 | 1,225 | 1.7% | $69.00万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $4,029.59万 | 1.90% | 115,108 | 2,171 | 1.9% | $76.00万 | 加仓 |
| CCJ | CAMECO CORP | $3,988.11万 | 1.88% | 391,529 | 2,452 | 0.6% | $24.98万 | 加仓 |
| WMT | WALMART INC | $3,948.81万 | 1.86% | 348,650 | 3,781 | 1.1% | $42.82万 | 加仓 |
| AZN | ASTRAZENECA PLC | $3,743.42万 | 1.77% | 197,417 | 6,773 | 3.6% | $128.43万 | 加仓 |
| ROST | ROSS STORES INC | $3,208.82万 | 1.51% | 150,755 | 150,755 | — | $3,208.82万 | 新建仓 |
| FTI | TECHNIPFMC PLC | $2,742.55万 | 1.29% | 413,657 | 413,657 | — | $2,742.55万 | 新建仓 |
| MSFT | MICROSOFT CORP | $2,580.63万 | 1.22% | 69,182 | 1,640 | 2.4% | $61.18万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $2,215.33万 | 1.05% | 151,073 | -554 | -0.4% | -$8.12万 | 减仓 |
| MCK | MCKESSON CORP | $2,151.60万 | 1.02% | 28,475 | -39,299 | -58.0% | -$2,969.48万 | 减仓 |
| FICO | FAIR ISAAC CORP | $1,144.60万 | 0.54% | 9,580 | 1,116 | 13.2% | $133.34万 | 加仓 |
| GOOG | ALPHABET INC | $802.30万 | 0.38% | 22,707 | -730 | -3.1% | -$25.79万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $796.04万 | 0.38% | 23,343 | -10,681 | -31.4% | -$364.24万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $599.47万 | 0.28% | 11,980 | 2 | 0.0% | $1,001 | 加仓 |
| ANET | ARISTA NETWORKS INC | $593.51万 | 0.28% | 34,937 | -44 | -0.1% | -$7,475 | 减仓 |
| TSLA | TESLA INC | $544.40万 | 0.26% | 12,943 | 606 | 4.9% | $25.49万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $423.40万 | 0.20% | 45,887 | -473 | -1.0% | -$4.36万 | 减仓 |
| WFC | WELLS FARGO & CO | $401.15万 | 0.19% | 48,542 | 1,660 | 3.5% | $13.72万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $374.43万 | 0.18% | 5 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR | $372.91万 | 0.18% | 39,073 | 490 | 1.3% | $4.68万 | 加仓 |
| LLY | ELI LILLY & CO | $329.34万 | 0.16% | 2,746 | -162 | -5.6% | -$19.43万 | 减仓 |
| V | VISA INC | $321.45万 | 0.15% | 9,369 | -877 | -8.6% | -$30.09万 | 减仓 |
| — | EXXON MOBIL CORP | $306.76万 | 0.14% | 22,437 | -1,487 | -6.2% | -$20.33万 | 减仓 |
| ADSK | AUTODESK INC | $276.85万 | 0.13% | 14,240 | -163 | -1.1% | -$3.17万 | 减仓 |
| URTH | ISHARES INC | $273.79万 | 0.13% | 13,511 | -1,231 | -8.4% | -$24.94万 | 减仓 |
| CVX | CHEVRON CORPORATION | $266.55万 | 0.13% | 16,080 | -771 | -4.6% | -$12.78万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $260.25万 | 0.12% | 3,485 | 222 | 6.8% | $16.58万 | 加仓 |
| ABBV | ABBVIE INC | $244.61万 | 0.12% | 9,721 | -537 | -5.2% | -$13.51万 | 减仓 |
| MCD | MCDONALDS CORP | $240.92万 | 0.11% | 8,913 | -6,570 | -42.4% | -$177.59万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $192.16万 | 0.09% | 3,308 | 163 | 5.2% | $9.47万 | 加仓 |
| IVV | ISHARES TR | $135.55万 | 0.06% | 1,810 | -744 | -29.1% | -$55.72万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $133.52万 | 0.06% | 11,444 | -156,203 | -93.2% | -$1,822.42万 | 减仓 |
| MMM | 3M CO | $123.21万 | 0.06% | 7,610 | -260 | -3.3% | -$4.21万 | 减仓 |
| ISTB | ISHARES TR | $118.66万 | 0.06% | 24,592 | 534 | 2.2% | $2.58万 | 加仓 |
| CSCO | CISCO SYS INC | $113.72万 | 0.05% | 9,682 | -375 | -3.7% | -$4.40万 | 减仓 |
| QQQ | INVESCO QQQ TR | $112.71万 | 0.05% | 1,531 | -238 | -13.5% | -$17.52万 | 减仓 |
| RTX | RTX CORPORATION | $109.14万 | 0.05% | 5,752 | -314 | -5.2% | -$5.96万 | 减仓 |
| MRK | MERCK & CO INC | $106.63万 | 0.05% | 8,298 | -1,223 | -12.8% | -$15.72万 | 减仓 |
| TXN | TEXAS INSTRS INC | $106.12万 | 0.05% | 3,560 | 33 | 0.9% | $9,837 | 加仓 |
| SCHI | SCHWAB STRATEGIC TR | $105.25万 | 0.05% | 46,488 | 2,162 | 4.9% | $4.89万 | 加仓 |
| INTC | INTEL CORP | $102.63万 | 0.05% | 7,350 | 1,431 | 24.2% | $19.98万 | 加仓 |
| IGLB | ISHARES TR | $98.68万 | 0.05% | 19,721 | 970 | 5.2% | $4.85万 | 加仓 |
| PHM | PULTE GROUP INC | $98.04万 | 0.05% | 7,145 | -237 | -3.2% | -$3.25万 | 减仓 |
| ON | ON SEMICONDUCTOR CORP | $97.97万 | 0.05% | 10,363 | 13 | 0.1% | $1,229 | 加仓 |
| CRM | SALESFORCE INC | $90.89万 | 0.04% | 5,802 | -1,122 | -16.2% | -$17.58万 | 减仓 |
| CRUS | CIRRUS LOGIC INC | $88.17万 | 0.04% | 5,936 | 202 | 3.5% | $3.00万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $87.37万 | 0.04% | 2,016 | 28 | 1.4% | $1.21万 | 加仓 |
| CLX | CLOROX CO DEL | $85.27万 | 0.04% | 8,934 | -603 | -6.3% | -$5.76万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $82.02万 | 0.04% | 811 | -63 | -7.2% | -$6.37万 | 减仓 |
| C | CITIGROUP INC | $81.22万 | 0.04% | 5,803 | 277 | 5.0% | $3.88万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $80.49万 | 0.04% | 1,541 | 39 | 2.6% | $2.04万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $78.66万 | 0.04% | 1,038 | 26 | 2.6% | $1.97万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $77.98万 | 0.04% | 10,806 | -685 | -6.0% | -$4.94万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $76.92万 | 0.04% | 8,390 | 906 | 12.1% | $8.31万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $75.86万 | 0.04% | 1,104 | -228 | -17.1% | -$15.67万 | 减仓 |
| HSBC | HSBC HLDGS PLC | $73.90万 | 0.03% | 7,772 | 39 | 0.5% | $3,709 | 加仓 |
| BAC | BANK OF AMER CORP | $67.63万 | 0.03% | 11,869 | -74 | -0.6% | -$4,217 | 减仓 |
| DHI | D R HORTON INC | $66.37万 | 0.03% | 4,075 | 267 | 7.0% | $4.35万 | 加仓 |
| UNP | UNION PAC CORP | $65.63万 | 0.03% | 2,413 | -1,716 | -41.6% | -$46.68万 | 减仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $65.08万 | 0.03% | 32,721 | 2,273 | 7.5% | $4.52万 | 加仓 |
| FTNT | FORTINET INC | $64.74万 | 0.03% | 4,214 | 139 | 3.4% | $2.14万 | 加仓 |
| BX | BLACKSTONE INC | $59.26万 | 0.03% | 5,036 | -281 | -5.3% | -$3.31万 | 减仓 |
| DAL | DELTA AIR LINES INC | $58.66万 | 0.03% | 6,263 | 1,172 | 23.0% | $10.98万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $56.78万 | 0.03% | 744 | 116 | 18.5% | $8.85万 | 加仓 |
| ADI | ANALOG DEVICES INC | $55.41万 | 0.03% | 1,395 | -96 | -6.4% | -$3.81万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $53.35万 | 0.03% | 2,800 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. | $52.96万 | 0.02% | 4,739 | 564 | 13.5% | $6.30万 | 加仓 |
| NTES | NETEASE COM INC | $52.35万 | 0.02% | 4,085 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $51.36万 | 0.02% | 3,505 | 8 | 0.2% | $1,172 | 加仓 |
| SOXX | ISHARES TR | $49.43万 | 0.02% | 771 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $48.39万 | 0.02% | 1,604 | -166 | -9.4% | -$5.01万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $46.85万 | 0.02% | 2,092 | -140 | -6.3% | -$3.14万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $46.56万 | 0.02% | 948 | 1 | 0.1% | $491 | 加仓 |
| VTI | VANGUARD INDEX FDS | $46.44万 | 0.02% | 1,255 | -34 | -2.6% | -$1.26万 | 减仓 |
| IGM | ISHARES TR | $46.06万 | 0.02% | 2,816 | 884 | 45.8% | $14.46万 | 加仓 |
| HUT | HUT 8 CORP | $46.02万 | 0.02% | 3,986 | -5,000 | -55.6% | -$57.72万 | 重新持有 |
| PEP | PEPSICO INC | $45.56万 | 0.02% | 3,365 | -357 | -9.6% | -$4.83万 | 减仓 |
| LEN | LENNAR CORP | $40.57万 | 0.02% | 4,483 | 579 | 14.8% | $5.24万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $40.11万 | 0.02% | 800 | -100 | -11.1% | -$5.01万 | 减仓 |