Sandhill Capital Partners LLC
BUFFALO NY · SEC CIK 0001556245
$12.30亿2026Q2 申报市值
98持仓数
43.0%前十大占比 · 第一大 8.1%
12 / 10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
FSS 新建仓+$4,078.62万
FPS 新建仓+$3,965.39万
BMI 新建仓+$2,991.82万
SYK 加仓+$1,457.90万
GWRE 加仓+$930.64万
2026Q2 卖出最多 按季末市值估算
PANW 减仓-$4,199.07万
AJG 清仓-$3,725.94万
SPGI 清仓-$3,070.71万
BKNG 清仓-$2,320.63万
BIL 减仓-$1,492.91万
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 |
|---|---|---|---|---|---|---|---|---|
| BIL | STATE STREET SPDR BLOOMBERG 1- | $1.00亿 | 8.15% | 1,093,403 | -162,910 | -13.0% | -$1,492.91万 | 减仓 |
| APH | AMPHENOL CORP NEW CLASS A | $5,823.81万 | 4.73% | 330,298 | -48,432 | -12.8% | -$853.95万 | 减仓 |
| GE | GE AEROSPACE | $5,295.29万 | 4.30% | 141,688 | -13,445 | -8.7% | -$502.48万 | 减仓 |
| TXN | TEXAS INSTRS INC | $5,125.96万 | 4.17% | 171,972 | -13,549 | -7.3% | -$403.85万 | 减仓 |
| SYK | STRYKER CORP | $4,953.56万 | 4.03% | 157,336 | 46,306 | 41.7% | $1,457.90万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $4,819.83万 | 3.92% | 141,336 | -123,133 | -46.6% | -$4,199.07万 | 减仓 |
| SCHW | CHARLES SCHWAB CORP | $4,380.10万 | 3.56% | 474,705 | -42,419 | -8.2% | -$391.40万 | 减仓 |
| MSFT | MICROSOFT CORP | $4,254.08万 | 3.46% | 114,044 | -7,757 | -6.4% | -$289.35万 | 减仓 |
| NOW | SERVICENOW INC | $4,158.13万 | 3.38% | 418,829 | -125,805 | -23.1% | -$1,248.99万 | 减仓 |
| FSS | FEDERAL SIGNAL CORP | $4,078.62万 | 3.32% | 317,427 | 317,427 | — | $4,078.62万 | 新建仓 |
| CR | CRANE CO | $4,075.32万 | 3.31% | 182,692 | -28,317 | -13.4% | -$631.67万 | 减仓 |
| SPXC | SPX TECHNOLOGIES INC | $3,981.02万 | 3.24% | 162,378 | -14,837 | -8.4% | -$363.76万 | 减仓 |
| LIN | LINDE PLC F | $3,974.08万 | 3.23% | 76,581 | -6,142 | -7.4% | -$318.73万 | 减仓 |
| FPS | FORGENT PWR SOLUTION CLASS A | $3,965.39万 | 3.22% | 709,880 | 709,880 | — | $3,965.39万 | 新建仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $3,908.90万 | 3.18% | 317,667 | 75,631 | 31.2% | $930.64万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC F | $3,857.74万 | 3.14% | 78,544 | -7,422 | -8.6% | -$364.54万 | 减仓 |
| AMZN | AMAZON.COM INC | $3,852.97万 | 3.13% | 161,658 | -10,163 | -5.9% | -$242.23万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $3,826.34万 | 3.11% | 225,238 | -46,994 | -17.3% | -$798.33万 | 减仓 |
| AVGO | BROADCOM INC | $3,817.09万 | 3.10% | 101,048 | -11,136 | -9.9% | -$420.66万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $3,802.35万 | 3.09% | 526,933 | -48,011 | -8.4% | -$346.45万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $3,214.79万 | 2.61% | 80,839 | 1,148 | 1.4% | $45.65万 | 加仓 |
| BMI | BADGER METER INC | $2,991.82万 | 2.43% | 201,632 | 201,632 | — | $2,991.82万 | 新建仓 |
| ACM | AECOM | $2,894.43万 | 2.35% | 414,675 | -170,789 | -29.2% | -$1,192.11万 | 减仓 |
| CAT | CATERPILLAR INC | $1,452.74万 | 1.18% | 13,642 | -609 | -4.3% | -$64.85万 | 减仓 |
| SGOV | ISHARES 0-3 MONTH TREASURY BON | $1,364.79万 | 1.11% | 135,571 | 4,874 | 3.7% | $49.07万 | 加仓 |
| AAPL | APPLE INC | $1,335.02万 | 1.09% | 46,137 | 460 | 1.0% | $13.31万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $1,154.59万 | 0.94% | 15,417 | 9,066 | 142.7% | $678.96万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $976.00万 | 0.79% | 29,817 | -112 | -0.4% | -$3.67万 | 减仓 |
| JCI | JOHNSON CONTROLS INT F | $862.62万 | 0.70% | 59,039 | -820 | -1.4% | -$11.98万 | 减仓 |
| USB | US BANCORP DEL | $755.80万 | 0.61% | 125,132 | -3,556 | -2.8% | -$21.48万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $711.54万 | 0.58% | 21,036 | 975 | 4.9% | $32.98万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $683.59万 | 0.56% | 6,759 | 102 | 1.5% | $10.32万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $651.73万 | 0.53% | 25,662 | -237 | -0.9% | -$6.02万 | 减仓 |
| V | VISA INC CLASS A | $643.16万 | 0.52% | 18,746 | 5,844 | 45.3% | $200.50万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $641.75万 | 0.52% | 43,763 | -2,915 | -6.2% | -$42.75万 | 减仓 |
| BLK | BLACKROCK INC NEW | $579.63万 | 0.47% | 6,028 | -28 | -0.5% | -$2.69万 | 减仓 |
| WM | WASTE MGMT INC DEL | $571.09万 | 0.46% | 25,623 | -291 | -1.1% | -$6.49万 | 减仓 |
| MRK | MERCK & CO. INC. | $566.16万 | 0.46% | 44,059 | 39 | 0.1% | $5,012 | 加仓 |
| KO | THE COCA-COLA CO | $553.08万 | 0.45% | 68,054 | -591 | -0.9% | -$4.80万 | 减仓 |
| CVX | CHEVRON CORP NEW | $540.92万 | 0.44% | 32,632 | -290 | -0.9% | -$4.81万 | 减仓 |
| PVAL | PUTNAM FOCUSED LARGE CAP VALUE | $526.19万 | 0.43% | 103,276 | 64,374 | 165.5% | $327.99万 | 加仓 |
| QCOM | QUALCOMM INC | $504.13万 | 0.41% | 27,281 | -1,796 | -6.2% | -$33.19万 | 减仓 |
| HD | HOME DEPOT INC | $474.32万 | 0.39% | 13,449 | -959 | -6.7% | -$33.82万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $467.71万 | 0.38% | 11,253 | 945 | 9.2% | $39.28万 | 加仓 |
| MCD | MCDONALDS CORP | $452.85万 | 0.37% | 16,753 | 159 | 1.0% | $4.30万 | 加仓 |
| FFLC | FIDELITY FUNDAMENTAL LARGE CAP | $452.19万 | 0.37% | 76,760 | 45,988 | 149.4% | $270.92万 | 加仓 |
| CME | CME GROUP INC CLASS CLASS A | $441.35万 | 0.36% | 19,986 | 68 | 0.3% | $1.50万 | 加仓 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US | $421.72万 | 0.34% | 50,355 | 35,131 | 230.8% | $294.22万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $341.18万 | 0.28% | 4,968 | 943 | 23.4% | $64.76万 | 加仓 |
| PAYX | PAYCHEX INC | $326.55万 | 0.27% | 33,210 | 979 | 3.0% | $9.63万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS I | $320.60万 | 0.26% | 75,721 | 3,551 | 4.9% | $15.03万 | 加仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $301.71万 | 0.25% | 21,938 | 15,332 | 232.1% | $210.86万 | 加仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $301.50万 | 0.25% | 39,100 | 23,154 | 145.2% | $178.54万 | 加仓 |
| TBIL | F/M US TREASURY 3 MONTH BILL F | $170.58万 | 0.14% | 34,211 | 20,334 | 146.5% | $101.39万 | 加仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BO | $153.39万 | 0.12% | 15,497 | 5,505 | 55.1% | $54.49万 | 加仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $146.39万 | 0.12% | 15,157 | 14 | 0.1% | $1,352 | 加仓 |
| EW | EDWARDS LIFESCIENCES COR | $143.13万 | 0.12% | 15,822 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $134.77万 | 0.11% | 8,324 | -200 | -2.3% | -$3.24万 | 减仓 |
| SYY | SYSCO CORP | $134.35万 | 0.11% | 16,074 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET HLDGS INC | $120.52万 | 0.10% | 13,999 | -22 | -0.2% | -$1,894 | 减仓 |
| CRM | SALESFORCE INC | $93.87万 | 0.08% | 5,992 | -7,525 | -55.7% | -$117.89万 | 减仓 |
| VB | VANGUARD MORNINGSTAR SMALL-CAP | $75.84万 | 0.06% | 2,502 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY CLASS B | $74.46万 | 0.06% | 1,488 | 78 | 5.5% | $3.90万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $73.34万 | 0.06% | 8,000 | 0 | 0.0% | — | 不变 |
| LH | LABCORP HLDGS INC | $67.20万 | 0.05% | 2,400 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES 1-5 YEAR INVESTMENT GR | $66.90万 | 0.05% | 12,765 | 12,765 | — | $66.90万 | 新建仓 |
| GOOGL | ALPHABET INC CLASS A | $66.79万 | 0.05% | 1,869 | 72 | 4.0% | $2.57万 | 加仓 |
| IEX | IDEX CORP | $65.97万 | 0.05% | 2,907 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $65.02万 | 0.05% | 18,684 | -475 | -2.5% | -$1.65万 | 减仓 |
| DOW | DOW INC | $64.72万 | 0.05% | 23,656 | 0 | 0.0% | — | 不变 |
| XOM | EXXONMOBIL HLDGS CORP | $62.65万 | 0.05% | 4,582 | 4,582 | — | $62.65万 | 新建仓 |
| URI | UNITED RENTALS INC | $51.21万 | 0.04% | 452 | 0 | 0.0% | — | 不变 |
| AVUS | AVANTIS US EQUITY ETF | $46.25万 | 0.04% | 3,611 | -25 | -0.7% | -$3,202 | 减仓 |
| GLD | SPDR GOLD SHARES | $42.88万 | 0.03% | 1,164 | -8 | -0.7% | -$2,947 | 减仓 |
| NVDA | NVIDIA CORP | $41.80万 | 0.03% | 2,089 | 124 | 6.3% | $2.48万 | 加仓 |
| IGIB | ISHARES 5-10 YEAR INVESTMENT G | $39.56万 | 0.03% | 7,440 | -242 | -3.2% | -$1.29万 | 减仓 |
| MTB | M&T BK CORP | $38.27万 | 0.03% | 1,608 | -182 | -10.2% | -$4.33万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSIN | $38.05万 | 0.03% | 1,699 | 0 | 0.0% | — | 不变 |
| — | VANGUARD NEW YORK TAX-EXEMPT B | $35.99万 | 0.03% | 3,461 | 3,461 | — | $35.99万 | 新建仓 |
| EXR | EXTRA SPACE STORAGE INC REIT | $34.70万 | 0.03% | 2,388 | -200 | -7.7% | -$2.91万 | 减仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $34.20万 | 0.03% | 1,138 | 104 | 10.1% | $3.13万 | 加仓 |
| MDLZ | MONDELEZ INTL INC CLASS CLASS | $33.89万 | 0.03% | 5,860 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $33.78万 | 0.03% | 16,320 | -400 | -2.4% | -$8,280 | 减仓 |
| — | LAKE SHORE BANCORP INC M | $32.45万 | 0.03% | 18,218 | 102 | 0.6% | $1,817 | 加仓 |
| VCLT | VANGUARD LONG-TERM CORPORATE B | $31.08万 | 0.03% | 4,130 | -9 | -0.2% | -$677 | 减仓 |
| TER | TERADYNE INC | $28.69万 | 0.02% | 593 | 593 | — | $28.69万 | 新建仓 |
| PH | PARKER-HANNIFIN CORP | $28.07万 | 0.02% | 287 | 0 | 0.0% | — | 不变 |
| — | LVMH MOET HENNESSY LOU F SPONS | $26.09万 | 0.02% | 2,359 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD FTSE DEVELOPED MARKET | $24.30万 | 0.02% | 3,411 | 3,411 | — | $24.30万 | 新建仓 |
| TFC | TRUIST FINL CORP | $24.00万 | 0.02% | 4,818 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COS INC | $23.11万 | 0.02% | 700 | 0 | 0.0% | — | 不变 |
| HONA | HONEYWELL AEROSPACE INC | $21.62万 | 0.02% | 978 | 978 | — | $21.62万 | 新建仓 |
| IBM | IBM CORP | $21.18万 | 0.02% | 753 | 8 | 1.1% | $2,250 | 重新持有 |
| DHI | D R HORTON INC | $20.83万 | 0.02% | 1,279 | 1,279 | — | $20.83万 | 新建仓 |
| — | TENCENT HLDGS LTD F UNSPONSORE | $20.13万 | 0.02% | 3,646 | 0 | 0.0% | — | 不变 |
| — | GAIN THERAPEUTICS INC | $3.13万 | 0.00% | 15,400 | 0 | 0.0% | — | 不变 |
| NAK | NORTHERN DYNASTY MINER F | $1.95万 | 0.00% | 10,131 | 10,131 | — | $1.95万 | 新建仓 |
| — | NEVGOLD CORP NEW F | $1.49万 | 0.00% | 10,000 | 10,000 | — | $1.49万 | 新建仓 |
| AJG | GALLAGHER ARTHUR J & CO | $0 | 0.00% | 0 | -172,035 | -100.0% | -$3,725.94万 | 清仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -72,194 | -100.0% | -$3,070.71万 | 清仓 |