Sandhill Capital Partners LLC
BUFFALO NY · SEC CIK 0001556245
$11.63亿2026Q1 申报市值
95持仓数
45.8%前十大占比 · 第一大 9.9%
8 / 16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
SYK 新建仓+$3,648.35万
MSFT 加仓+$3,483.05万
AMZN 加仓+$3,158.92万
TXN 加仓+$3,140.84万
BIL 加仓+$2,433.24万
2026Q1 卖出最多 按季末市值估算
HUBB 减仓-$5,293.51万
TYL 清仓-$4,545.63万
USB 减仓-$4,309.56万
CDNS 清仓-$4,036.58万
TTAN 清仓-$3,659.87万
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 |
|---|---|---|---|---|---|---|---|---|
| ISRG | INTUITIVE SURGICAL INC | $3,673.66万 | 3.16% | 79,691 | -34,793 | -30.4% | -$1,603.92万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $3,725.94万 | 3.20% | 172,035 | 29,126 | 20.4% | $630.81万 | 加仓 |
| LIN | LINDE PLC F | $4,101.09万 | 3.53% | 82,723 | -7,210 | -8.0% | -$357.44万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $4,135.57万 | 3.56% | 574,944 | -62,971 | -9.9% | -$452.95万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $4,239.96万 | 3.65% | 264,469 | -136,364 | -34.0% | -$2,186.18万 | 减仓 |
| GE | GE AEROSPACE | $4,402.21万 | 3.79% | 155,133 | -36,427 | -19.0% | -$1,033.69万 | 减仓 |
| MSFT | MICROSOFT CORP | $4,508.72万 | 3.88% | 121,801 | 94,093 | 339.6% | $3,483.05万 | 加仓 |
| APH | AMPHENOL CORP NEW CLASS CLASS | $4,785.25万 | 4.12% | 378,730 | -234,112 | -38.2% | -$2,958.00万 | 减仓 |
| SCHW | CHARLES SCHWAB CORP | $4,859.93万 | 4.18% | 517,124 | -55,836 | -9.7% | -$524.75万 | 减仓 |
| ACM | AECOM | $4,965.90万 | 4.27% | 585,464 | 113,292 | 24.0% | $960.94万 | 加仓 |
| NOW | SERVICENOW INC | $5,694.15万 | 4.90% | 544,634 | 217,218 | 66.3% | $2,271.01万 | 加仓 |
| BIL | STATE STREET SPDR BLOOMBERG 1- | $1.15亿 | 9.90% | 1,256,313 | 265,522 | 26.8% | $2,433.24万 | 加仓 |