Main Street Research LLC
SAUSALITO CA · SEC CIK 0001513211
$17.19亿2026Q1 申报市值
148持仓数
45.2%前十大占比 · 第一大 6.3%
22 / 10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
GLW 新建仓+$5,271.80万
BHP 新建仓+$3,776.75万
AZN 新建仓+$3,759.88万
RY 新建仓+$3,600.71万
MU 加仓+$3,506.30万
2026Q1 卖出最多 按季末市值估算
V 减仓-$4,952.02万
PLTR 减仓-$3,987.64万
MSFT 减仓-$3,726.30万
HOOD 减仓-$3,666.73万
AZN 清仓-$3,412.60万
2026Q1 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 | $1.08亿 | 6.30% | 620,776 | 24,932 | 4.2% | $434.81万 | 加仓 |
| AAPL | APPLE INC | $1.02亿 | 5.96% | 403,578 | 112,641 | 38.7% | $2,858.72万 | 加仓 |
| GOOGL | ALPHABET INC | $8,965.71万 | 5.22% | 311,786 | 14,242 | 4.8% | $409.54万 | 加仓 |
| ISCF | ISHARES TR | $8,185.10万 | 4.76% | 1,958,627 | 50,827 | 2.7% | $212.41万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $7,541.66万 | 4.39% | 223,159 | 5,012 | 2.3% | $169.38万 | 加仓 |
| XBI | SPDR SERIES TRUST | $7,248.41万 | 4.22% | 567,479 | 206,953 | 57.4% | $2,643.41万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $6,582.19万 | 3.83% | 223,762 | 1,843 | 0.8% | $54.21万 | 加仓 |
| AVGO | BROADCOM INC | $6,574.05万 | 3.83% | 212,402 | 7,007 | 3.4% | $216.87万 | 加仓 |
| MCK | MCKESSON CORP | $5,864.92万 | 3.41% | 67,774 | 413 | 0.6% | $35.74万 | 加仓 |
| AMZN | AMAZON COM INC | $5,606.48万 | 3.26% | 269,193 | 9,344 | 3.6% | $194.61万 | 加仓 |
| ASML | ASML HLDG NV | $5,506.14万 | 3.20% | 41,687 | 1,569 | 3.9% | $207.24万 | 加仓 |
| GLW | CORNING INC | $5,271.80万 | 3.07% | 387,718 | 387,718 | — | $5,271.80万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $4,597.43万 | 2.68% | 46,139 | -16,227 | -26.0% | -$1,616.91万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $4,568.14万 | 2.66% | 186,882 | 7,564 | 4.2% | $184.89万 | 加仓 |
| EWY | ISHARES INC | $4,451.41万 | 2.59% | 361,874 | 6,413 | 1.8% | $78.89万 | 加仓 |
| GEV | GE VERNOVA INC | $4,424.91万 | 2.57% | 50,692 | 1,531 | 3.1% | $133.64万 | 加仓 |
| GLDM | WORLD GOLD TR | $4,351.34万 | 2.53% | 469,451 | 7,135 | 1.5% | $66.13万 | 加仓 |
| CAT | CATERPILLAR INC | $4,329.40万 | 2.52% | 61,110 | 1,551 | 2.6% | $109.88万 | 加仓 |
| WMT | WALMART INC | $4,286.03万 | 2.49% | 344,869 | 6,474 | 1.9% | $80.46万 | 加仓 |
| CCJ | CAMECO CORP | $4,225.77万 | 2.46% | 389,077 | 7,209 | 1.9% | $78.30万 | 加仓 |
| META | META PLATFORMS INC | $4,059.97万 | 2.36% | 70,962 | -15,585 | -18.0% | -$891.67万 | 减仓 |
| APH | AMPHENOL CORP | $3,803.68万 | 2.21% | 301,043 | 5,686 | 1.9% | $71.84万 | 加仓 |
| BHP | BHP BILLITON LIMITED | $3,776.75万 | 2.20% | 519,212 | 519,212 | — | $3,776.75万 | 新建仓 |
| AZN | ASTRAZENECA PLC | $3,759.88万 | 2.19% | 190,644 | 190,644 | — | $3,759.88万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $3,686.13万 | 2.14% | 109,109 | 103,786 | 1,949.8% | $3,506.30万 | 加仓 |
| RY | ROYAL BK CDA | $3,600.71万 | 2.10% | 222,568 | 222,568 | — | $3,600.71万 | 新建仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $3,189.00万 | 1.86% | 112,937 | 112,937 | — | $3,189.00万 | 新建仓 |
| MSFT | MICROSOFT CORP | $2,500.19万 | 1.45% | 67,542 | -100,665 | -59.8% | -$3,726.30万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $2,452.34万 | 1.43% | 167,647 | -272,603 | -61.9% | -$3,987.64万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $2,190.11万 | 1.27% | 151,627 | 543 | 0.4% | $7.84万 | 加仓 |
| BCS | BARCLAYS PLC | $1,800.65万 | 1.05% | 850,971 | -831,866 | -49.4% | -$1,760.23万 | 减仓 |
| FICO | FAIR ISAAC CORP | $903.57万 | 0.53% | 8,464 | 5,972 | 239.6% | $637.53万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $753.36万 | 0.44% | 196,085 | 16,545 | 9.2% | $63.57万 | 加仓 |
| GOOG | ALPHABET INC | $672.32万 | 0.39% | 23,437 | 3,346 | 16.7% | $95.98万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $573.99万 | 0.33% | 11,978 | -138 | -1.1% | -$6.61万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $545.47万 | 0.32% | 34,024 | 20,789 | 157.1% | $333.29万 | 加仓 |
| MCD | MCDONALDS CORP | $481.19万 | 0.28% | 15,483 | -3,105 | -16.7% | -$96.50万 | 减仓 |
| TSLA | TESLA INC | $458.65万 | 0.27% | 12,337 | -411 | -3.2% | -$15.28万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $435.69万 | 0.25% | 46,360 | 14,578 | 45.9% | $137.01万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $429.50万 | 0.25% | 34,981 | 97 | 0.3% | $1.19万 | 重新持有 |
| — | EXXON MOBIL CORP | $405.89万 | 0.24% | 23,924 | 715 | 3.1% | $12.13万 | 加仓 |
| WFC | WELLS FARGO & CO | $373.23万 | 0.22% | 46,882 | 27,036 | 136.2% | $215.23万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $359.07万 | 0.21% | 5 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $348.66万 | 0.20% | 16,851 | 7,331 | 77.0% | $151.68万 | 加仓 |
| ADSK | AUTODESK INC | $344.81万 | 0.20% | 14,403 | 112 | 0.8% | $2.68万 | 加仓 |
| IXUS | ISHARES TR | $334.28万 | 0.19% | 38,583 | 7,010 | 22.2% | $60.73万 | 加仓 |
| V | VISA INC | $309.68万 | 0.18% | 10,246 | -163,842 | -94.1% | -$4,952.02万 | 减仓 |
| LLY | ELI LILLY & CO | $267.44万 | 0.16% | 2,908 | 1,489 | 104.9% | $136.94万 | 加仓 |
| URTH | ISHARES INC | $265.39万 | 0.15% | 14,742 | -396 | -2.6% | -$7.13万 | 减仓 |
| ABBV | ABBVIE INC | $223.10万 | 0.13% | 10,258 | 903 | 9.7% | $19.64万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $212.18万 | 0.12% | 3,263 | 600 | 22.5% | $39.02万 | 加仓 |
| IVV | ISHARES TR | $166.81万 | 0.10% | 2,554 | 1,294 | 102.7% | $84.51万 | 加仓 |
| CRM | SALESFORCE INC | $129.25万 | 0.08% | 6,924 | 560 | 8.8% | $10.45万 | 加仓 |
| RTX | RTX CORPORATION | $117.02万 | 0.07% | 6,066 | 570 | 10.4% | $11.00万 | 加仓 |
| ISTB | ISHARES TR | $116.59万 | 0.07% | 24,058 | 1,295 | 5.7% | $6.28万 | 加仓 |
| MRK | MERCK & CO INC | $114.53万 | 0.07% | 9,521 | 1,737 | 22.3% | $20.89万 | 加仓 |
| MMM | 3M CO | $114.30万 | 0.07% | 7,870 | -189 | -2.3% | -$2.74万 | 减仓 |
| DIS | DISNEY WALT CO | $103.42万 | 0.06% | 10,730 | 10,730 | — | $103.42万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $102.08万 | 0.06% | 1,769 | 424 | 31.5% | $24.47万 | 加仓 |
| SCHI | SCHWAB STRATEGIC TR | $100.53万 | 0.06% | 44,326 | 5,833 | 15.2% | $13.23万 | 加仓 |
| UNP | UNION PAC CORP | $100.18万 | 0.06% | 4,129 | 1,787 | 76.3% | $43.36万 | 加仓 |
| CLX | CLOROX CO DEL | $98.83万 | 0.06% | 9,537 | 412 | 4.5% | $4.27万 | 加仓 |
| IGLB | ISHARES TR | $93.06万 | 0.05% | 18,751 | 2,810 | 17.6% | $13.95万 | 加仓 |
| PHM | PULTE GROUP INC | $86.82万 | 0.05% | 7,382 | 7,382 | — | $86.82万 | 新建仓 |
| CRUS | CIRRUS LOGIC INC | $82.93万 | 0.05% | 5,734 | 5,734 | — | $82.93万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $82.65万 | 0.05% | 11,491 | -435,414 | -97.4% | -$3,131.93万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $79.62万 | 0.05% | 1,332 | 819 | 159.6% | $48.96万 | 加仓 |
| CSCO | CISCO SYS INC | $78.03万 | 0.05% | 10,057 | 373 | 3.9% | $2.89万 | 加仓 |
| GLD | SPDR GOLD TR | $77.71万 | 0.05% | 1,806 | 1,117 | 162.1% | $48.06万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $73.94万 | 0.04% | 874 | 874 | — | $73.94万 | 新建仓 |
| DIA | STATE STR SPDR DOW JONES IND | $69.56万 | 0.04% | 1,502 | 862 | 134.7% | $39.92万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $68.93万 | 0.04% | 1,012 | 95 | 10.4% | $6.47万 | 加仓 |
| TXN | TEXAS INSTRS INC | $68.47万 | 0.04% | 3,527 | 1,685 | 91.5% | $32.71万 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $64.09万 | 0.04% | 10,350 | 10,350 | — | $64.09万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $63.98万 | 0.04% | 3,145 | -277 | -8.1% | -$5.64万 | 减仓 |
| HSBC | HSBC HLDGS PLC | $63.79万 | 0.04% | 7,733 | 37 | 0.5% | $3,052 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $63.79万 | 0.04% | 7,484 | 866 | 13.1% | $7.38万 | 加仓 |
| C | CITIGROUP INC | $62.67万 | 0.04% | 5,526 | 786 | 16.6% | $8.91万 | 加仓 |
| BX | BLACKSTONE INC | $61.14万 | 0.04% | 5,317 | 5,317 | — | $61.14万 | 新建仓 |
| T | AT&T INC | $58.54万 | 0.03% | 20,193 | 6,279 | 45.1% | $18.20万 | 加仓 |
| BAC | BANK AMERICA CORP | $58.22万 | 0.03% | 11,943 | 825 | 7.4% | $4.02万 | 加仓 |
| SYK | STRYKER CORPORATION | $57.94万 | 0.03% | 1,763 | -80 | -4.3% | -$2.63万 | 减仓 |
| PEP | PEPSICO INC | $57.80万 | 0.03% | 3,722 | 1,606 | 75.9% | $24.94万 | 加仓 |
| DHI | D R HORTON INC | $52.25万 | 0.03% | 3,808 | 3,808 | — | $52.25万 | 新建仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $51.67万 | 0.03% | 30,448 | 243 | 0.8% | $4,124 | 加仓 |
| ORCL | ORACLE CORP | $51.44万 | 0.03% | 3,497 | 466 | 15.4% | $6.86万 | 加仓 |
| ADI | ANALOG DEVICES INC | $47.43万 | 0.03% | 1,491 | 243 | 19.5% | $7.73万 | 加仓 |
| NTES | NETEASE COM INC | $45.73万 | 0.03% | 4,085 | 85 | 2.1% | $9,515 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $45.35万 | 0.03% | 2,232 | -77 | -3.3% | -$1.56万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $44.24万 | 0.03% | 900 | -251 | -21.8% | -$12.34万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $42.48万 | 0.02% | 1,988 | 464 | 30.4% | $9.91万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $42.10万 | 0.02% | 6,942 | -7,678 | -52.5% | -$46.57万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $41.35万 | 0.02% | 1,289 | -249 | -16.2% | -$7.99万 | 减仓 |
| XYL | XYLEM INC | $39.66万 | 0.02% | 3,319 | 14 | 0.4% | $1,673 | 加仓 |
| ABT | ABBOTT LABORATORIES | $39.62万 | 0.02% | 3,859 | 205 | 5.6% | $2.10万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $39.47万 | 0.02% | 947 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $38.82万 | 0.02% | 13,520 | 2,608 | 23.9% | $7.49万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $38.68万 | 0.02% | 839 | 331 | 65.2% | $15.26万 | 加仓 |
| EBAY | EBAY INC. | $38.00万 | 0.02% | 4,175 | 889 | 27.1% | $8.09万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $37.61万 | 0.02% | 5,993 | -30 | -0.5% | -$1,883 | 减仓 |