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 |
|---|---|---|---|---|---|---|---|---|
| GLDM | WORLD GOLD TR | $0 | 0.00% | 0 | -469,451 | -100.0% | -$4,351.34万 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -196,085 | -100.0% | -$753.36万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -10,730 | -100.0% | -$103.42万 | 清仓 |
| GLD | SPDR GOLD TR | $0 | 0.00% | 0 | -1,806 | -100.0% | -$77.71万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -839 | -100.0% | -$38.68万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -5,993 | -100.0% | -$37.61万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -1,683 | -100.0% | -$33.37万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -712 | -100.0% | -$30.80万 | 清仓 |
| COIN | COINBASE GLOBAL INC | $0 | 0.00% | 0 | -1,550 | -100.0% | -$27.06万 | 清仓 |
| COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | -1,950 | -100.0% | -$25.74万 | 清仓 |
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -2,673 | -100.0% | -$25.70万 | 清仓 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | -493 | -100.0% | -$24.63万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -1,005 | -100.0% | -$24.43万 | 清仓 |
| AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | -773 | -100.0% | -$23.38万 | 清仓 |
| HD | HOME DEPOT INC | $0 | 0.00% | 0 | -686 | -100.0% | -$22.57万 | 清仓 |
| TMUS | T-MOBILE US INC | $0 | 0.00% | 0 | -1,070 | -100.0% | -$22.47万 | 清仓 |
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | -1,180 | -100.0% | -$21.53万 | 清仓 |
| NEE | NEXTERA ENERGY INC | $0 | 0.00% | 0 | -2,266 | -100.0% | -$21.05万 | 清仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $0 | 0.00% | 0 | -338 | -100.0% | -$20.45万 | 清仓 |
| VRT | VERTIV HOLDINGS CO | $0 | 0.00% | 0 | -810 | -100.0% | -$20.30万 | 清仓 |
| OMDA | OMADA HEALTH INC | $0 | 0.00% | 0 | -15,909 | -100.0% | -$20.00万 | 清仓 |
| TMC | TMC THE METALS COMPANY INC | $4.43万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| DDOG | DATADOG INC | $20.59万 | 0.01% | 791 | 791 | — | $20.59万 | 新建仓 |
| KO | COCA COLA CO | $20.79万 | 0.01% | 2,558 | 2,558 | — | $20.79万 | 新建仓 |
| PHG | KONINKLIJKE PHILIPS N V | $20.81万 | 0.01% | 7,655 | 235 | 3.2% | $6,390 | 加仓 |
| AON | AON PLC | $20.83万 | 0.01% | 628 | 6 | 1.0% | $1,990 | 加仓 |
| HIMS | HIMS & HERS HEALTH INC | $21.50万 | 0.01% | 6,200 | 0 | 0.0% | — | 重新持有 |
| ABT | ABBOTT LABORATORIES | $22.63万 | 0.01% | 2,493 | -1,366 | -35.4% | -$12.40万 | 减仓 |
| CI | THE CIGNA GROUP | $23.32万 | 0.01% | 846 | 75 | 9.7% | $2.07万 | 加仓 |
| ABEO | ABEONA THERAPEUTICS INC | $23.80万 | 0.01% | 38,514 | 38,514 | — | $23.80万 | 新建仓 |
| LNG | CHENIERE ENERGY INC | $24.14万 | 0.01% | 1,010 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $25.36万 | 0.01% | 806 | -71 | -8.1% | -$2.23万 | 减仓 |
| QCOM | QUALCOMM INC | $25.40万 | 0.01% | 1,375 | 1,375 | — | $25.40万 | 新建仓 |
| PACB | PACIFIC BIOSCIENCES CALIF IN | $25.55万 | 0.01% | 152,100 | 0 | 0.0% | — | 不变 |
| IT | GARTNER INC | $25.81万 | 0.01% | 1,991 | -124 | -5.9% | -$1.61万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $25.88万 | 0.01% | 2,581 | -709 | -21.6% | -$7.11万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $25.92万 | 0.01% | 265 | 4 | 1.5% | $3,912 | 加仓 |
| IUSV | ISHARES TR | $26.12万 | 0.01% | 2,371 | 2,371 | — | $26.12万 | 新建仓 |
| IYY | ISHARES TR | $26.36万 | 0.01% | 1,446 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB STRATEGIC TR | $26.56万 | 0.01% | 8,541 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $26.61万 | 0.01% | 9,606 | -600 | -5.9% | -$1.66万 | 减仓 |
| IUSG | ISHARES TR | $26.99万 | 0.01% | 1,435 | 1,435 | — | $26.99万 | 新建仓 |
| CMCSA | COMCAST CORP NEW | $27.10万 | 0.01% | 11,037 | -2,483 | -18.4% | -$6.10万 | 减仓 |
| PTC | PTC INC | $27.70万 | 0.01% | 2,438 | -43 | -1.7% | -$4,885 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $28.52万 | 0.01% | 2,967 | 2,967 | — | $28.52万 | 新建仓 |
| SCHX | SCHWAB STRATEGIC TR | $28.94万 | 0.01% | 9,835 | -800 | -7.5% | -$2.35万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $29.11万 | 0.01% | 4,086 | 4,086 | — | $29.11万 | 新建仓 |
| T | AT&T INC | $29.13万 | 0.01% | 14,071 | -6,122 | -30.3% | -$12.67万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $30.26万 | 0.01% | 5,252 | -1,690 | -24.3% | -$9.74万 | 减仓 |
| IDXX | IDEXX LABS INC | $31.59万 | 0.01% | 600 | 153 | 34.2% | $8.05万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $31.88万 | 0.02% | 2,344 | 2,344 | — | $31.88万 | 新建仓 |
| XYL | XYLEM INC | $32.26万 | 0.02% | 2,729 | -590 | -17.8% | -$6.97万 | 减仓 |
| COHR | COHERENT CORP | $32.46万 | 0.02% | 823 | -23 | -2.7% | -$9,073 | 减仓 |
| ENTG | ENTEGRIS INC | $32.95万 | 0.02% | 1,832 | -20 | -1.1% | -$3,597 | 减仓 |
| MTCH | MATCH GROUP INC NEW | $33.28万 | 0.02% | 8,746 | 1,735 | 24.7% | $6.60万 | 加仓 |
| IWF | ISHARES TR | $34.52万 | 0.02% | 2,780 | 0 | 0.0% | — | 不变 |
| EXPE | EXPEDIA GROUP INC | $36.62万 | 0.02% | 1,431 | 243 | 20.5% | $6.22万 | 加仓 |
| SJM | SMUCKER J M CO | $37.54万 | 0.02% | 3,337 | 479 | 16.8% | $5.39万 | 加仓 |
| SHOP | SHOPIFY INC | $38.19万 | 0.02% | 3,345 | 909 | 37.3% | $10.38万 | 加仓 |
| TJX | TJX COS INC NEW | $38.24万 | 0.02% | 2,524 | 605 | 31.5% | $9.17万 | 加仓 |
| SYK | STRYKER CORPORATION | $38.43万 | 0.02% | 1,221 | -542 | -30.7% | -$17.06万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $40.11万 | 0.02% | 800 | -100 | -11.1% | -$5.01万 | 减仓 |
| LEN | LENNAR CORP | $40.57万 | 0.02% | 4,483 | 579 | 14.8% | $5.24万 | 加仓 |
| PEP | PEPSICO INC | $45.56万 | 0.02% | 3,365 | -357 | -9.6% | -$4.83万 | 减仓 |
| HUT | HUT 8 CORP | $46.02万 | 0.02% | 3,986 | -5,000 | -55.6% | -$57.72万 | 重新持有 |
| IGM | ISHARES TR | $46.06万 | 0.02% | 2,816 | 884 | 45.8% | $14.46万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $46.44万 | 0.02% | 1,255 | -34 | -2.6% | -$1.26万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $46.56万 | 0.02% | 948 | 1 | 0.1% | $491 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $46.85万 | 0.02% | 2,092 | -140 | -6.3% | -$3.14万 | 减仓 |
| KLAC | KLA CORP | $48.39万 | 0.02% | 1,604 | -166 | -9.4% | -$5.01万 | 减仓 |
| SOXX | ISHARES TR | $49.43万 | 0.02% | 771 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $51.36万 | 0.02% | 3,505 | 8 | 0.2% | $1,172 | 加仓 |
| NTES | NETEASE COM INC | $52.35万 | 0.02% | 4,085 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. | $52.96万 | 0.02% | 4,739 | 564 | 13.5% | $6.30万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $53.35万 | 0.03% | 2,800 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $55.41万 | 0.03% | 1,395 | -96 | -6.4% | -$3.81万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $56.78万 | 0.03% | 744 | 116 | 18.5% | $8.85万 | 加仓 |
| DAL | DELTA AIR LINES INC | $58.66万 | 0.03% | 6,263 | 1,172 | 23.0% | $10.98万 | 加仓 |
| BX | BLACKSTONE INC | $59.26万 | 0.03% | 5,036 | -281 | -5.3% | -$3.31万 | 减仓 |
| FTNT | FORTINET INC | $64.74万 | 0.03% | 4,214 | 139 | 3.4% | $2.14万 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $65.08万 | 0.03% | 32,721 | 2,273 | 7.5% | $4.52万 | 加仓 |
| UNP | UNION PAC CORP | $65.63万 | 0.03% | 2,413 | -1,716 | -41.6% | -$46.68万 | 减仓 |
| DHI | D R HORTON INC | $66.37万 | 0.03% | 4,075 | 267 | 7.0% | $4.35万 | 加仓 |
| BAC | BANK OF AMER CORP | $67.63万 | 0.03% | 11,869 | -74 | -0.6% | -$4,217 | 减仓 |
| HSBC | HSBC HLDGS PLC | $73.90万 | 0.03% | 7,772 | 39 | 0.5% | $3,709 | 加仓 |
| VOO | VANGUARD INDEX FDS | $75.86万 | 0.04% | 1,104 | -228 | -17.1% | -$15.67万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $76.92万 | 0.04% | 8,390 | 906 | 12.1% | $8.31万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $77.98万 | 0.04% | 10,806 | -685 | -6.0% | -$4.94万 | 减仓 |
| CW | CURTISS WRIGHT CORP | $78.66万 | 0.04% | 1,038 | 26 | 2.6% | $1.97万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $80.49万 | 0.04% | 1,541 | 39 | 2.6% | $2.04万 | 加仓 |
| C | CITIGROUP INC | $81.22万 | 0.04% | 5,803 | 277 | 5.0% | $3.88万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $82.02万 | 0.04% | 811 | -63 | -7.2% | -$6.37万 | 减仓 |
| CLX | CLOROX CO DEL | $85.27万 | 0.04% | 8,934 | -603 | -6.3% | -$5.76万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $87.37万 | 0.04% | 2,016 | 28 | 1.4% | $1.21万 | 加仓 |
| CRUS | CIRRUS LOGIC INC | $88.17万 | 0.04% | 5,936 | 202 | 3.5% | $3.00万 | 加仓 |
| CRM | SALESFORCE INC | $90.89万 | 0.04% | 5,802 | -1,122 | -16.2% | -$17.58万 | 减仓 |
| ON | ON SEMICONDUCTOR CORP | $97.97万 | 0.05% | 10,363 | 13 | 0.1% | $1,229 | 加仓 |
| PHM | PULTE GROUP INC | $98.04万 | 0.05% | 7,145 | -237 | -3.2% | -$3.25万 | 减仓 |
| IGLB | ISHARES TR | $98.68万 | 0.05% | 19,721 | 970 | 5.2% | $4.85万 | 加仓 |
| INTC | INTEL CORP | $102.63万 | 0.05% | 7,350 | 1,431 | 24.2% | $19.98万 | 加仓 |