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 |
|---|---|---|---|---|---|---|---|---|
| BIL | STATE STREET SPDR BLOOMBERG 1- | $1.15亿 | 9.90% | 1,256,313 | 265,522 | 26.8% | $2,433.24万 | 加仓 |
| NOW | SERVICENOW INC | $5,694.15万 | 4.90% | 544,634 | 217,218 | 66.3% | $2,271.01万 | 加仓 |
| ACM | AECOM | $4,965.90万 | 4.27% | 585,464 | 113,292 | 24.0% | $960.94万 | 加仓 |
| SCHW | CHARLES SCHWAB CORP | $4,859.93万 | 4.18% | 517,124 | -55,836 | -9.7% | -$524.75万 | 减仓 |
| APH | AMPHENOL CORP NEW CLASS CLASS | $4,785.25万 | 4.12% | 378,730 | -234,112 | -38.2% | -$2,958.00万 | 减仓 |
| MSFT | MICROSOFT CORP | $4,508.72万 | 3.88% | 121,801 | 94,093 | 339.6% | $3,483.05万 | 加仓 |
| GE | GE AEROSPACE | $4,402.21万 | 3.79% | 155,133 | -36,427 | -19.0% | -$1,033.69万 | 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 |
| UBER | UBER TECHNOLOGIES INC | $4,135.57万 | 3.56% | 574,944 | -62,971 | -9.9% | -$452.95万 | 减仓 |
| LIN | LINDE PLC F | $4,101.09万 | 3.53% | 82,723 | -7,210 | -8.0% | -$357.44万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $3,725.94万 | 3.20% | 172,035 | 29,126 | 20.4% | $630.81万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $3,673.66万 | 3.16% | 79,691 | -34,793 | -30.4% | -$1,603.92万 | 减仓 |
| SYK | STRYKER CORP | $3,648.35万 | 3.14% | 111,030 | 111,030 | — | $3,648.35万 | 新建仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $3,619.90万 | 3.11% | 242,036 | 34,507 | 16.6% | $516.09万 | 加仓 |
| CR | CRANE CO | $3,608.26万 | 3.10% | 211,009 | 117,674 | 126.1% | $2,012.23万 | 加仓 |
| TXN | TEXAS INSTRS INC | $3,601.70万 | 3.10% | 185,521 | 161,782 | 681.5% | $3,140.84万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC F | $3,582.57万 | 3.08% | 85,966 | -8,577 | -9.1% | -$357.44万 | 减仓 |
| AMZN | AMAZON.COM INC | $3,578.52万 | 3.08% | 171,821 | 151,674 | 752.8% | $3,158.92万 | 加仓 |
| SPXC | SPX TECHNOLOGIES INC | $3,543.24万 | 3.05% | 177,215 | -97,288 | -35.4% | -$1,945.18万 | 减仓 |
| AVGO | BROADCOM INC | $3,472.21万 | 2.99% | 112,184 | 71,832 | 178.0% | $2,223.27万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $3,342.46万 | 2.87% | 272,232 | -103,995 | -27.6% | -$1,276.85万 | 减仓 |
| SPGI | S&P GLOBAL INC | $3,070.71万 | 2.64% | 72,194 | -7,724 | -9.7% | -$328.53万 | 减仓 |
| BKNG | BOOKING HLDGS INC | $2,320.63万 | 2.00% | 5,512 | -495 | -8.2% | -$208.40万 | 减仓 |
| SGOV | ISHARES 0-3 MONTH TREASURY BON | $1,315.60万 | 1.13% | 130,697 | -103,921 | -44.3% | -$1,046.07万 | 减仓 |
| AAPL | APPLE INC | $1,159.23万 | 1.00% | 45,677 | -3,578 | -7.3% | -$90.81万 | 减仓 |
| CAT | CATERPILLAR INC | $1,009.63万 | 0.87% | 14,251 | -1,711 | -10.7% | -$121.22万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $880.39万 | 0.76% | 29,929 | -3,345 | -10.1% | -$98.40万 | 减仓 |
| JCI | JOHNSON CONTROLS INT F | $783.85万 | 0.67% | 59,859 | -5,279 | -8.1% | -$69.13万 | 减仓 |
| CVX | CHEVRON CORP NEW | $681.17万 | 0.59% | 32,922 | -1,643 | -4.8% | -$33.99万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $674.22万 | 0.58% | 46,678 | -2,350 | -4.8% | -$33.94万 | 减仓 |
| USB | US BANCORP DEL | $669.31万 | 0.58% | 128,688 | -828,603 | -86.6% | -$4,309.56万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $633.07万 | 0.54% | 25,899 | -1,898 | -6.8% | -$46.39万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $606.81万 | 0.52% | 20,061 | -1,750 | -8.0% | -$52.93万 | 减仓 |
| WM | WASTE MGMT INC DEL | $595.48万 | 0.51% | 25,914 | -1,661 | -6.0% | -$38.17万 | 减仓 |
| CME | CME GROUP INC CLASS CLASS A | $588.28万 | 0.51% | 19,918 | -2,086 | -9.5% | -$61.61万 | 减仓 |
| BLK | BLACKROCK INC NEW | $582.41万 | 0.50% | 6,056 | -764 | -11.2% | -$73.47万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $563.18万 | 0.48% | 6,657 | 63 | 1.0% | $5.33万 | 加仓 |
| MRK | MERCK & CO. INC. | $529.52万 | 0.46% | 44,020 | -3,773 | -7.9% | -$45.39万 | 减仓 |
| KO | THE COCA-COLA CO | $522.05万 | 0.45% | 68,645 | -5,328 | -7.2% | -$40.52万 | 减仓 |
| MCD | MCDONALDS CORP | $515.72万 | 0.44% | 16,594 | -1,087 | -6.1% | -$33.78万 | 减仓 |
| HD | HOME DEPOT INC | $473.86万 | 0.41% | 14,408 | -723 | -4.8% | -$23.78万 | 减仓 |
| IVV | ISHARES CORE S&P 500 ETF | $414.87万 | 0.36% | 6,351 | 3,591 | 130.1% | $234.58万 | 加仓 |
| V | VISA INC CLASS CLASS A | $389.95万 | 0.34% | 12,902 | -1,018 | -7.3% | -$30.77万 | 减仓 |
| QCOM | QUALCOMM INC | $374.45万 | 0.32% | 29,077 | -1,984 | -6.4% | -$25.55万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS I | $362.29万 | 0.31% | 72,170 | -4,367 | -5.7% | -$21.92万 | 减仓 |
| PAYX | PAYCHEX INC | $296.91万 | 0.26% | 32,231 | -3,382 | -9.5% | -$31.15万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $278.92万 | 0.24% | 10,308 | -2,518 | -19.6% | -$68.13万 | 减仓 |
| CRM | SALESFORCE INC | $252.32万 | 0.22% | 13,517 | -1,369 | -9.2% | -$25.56万 | 减仓 |
| VOO | VANGUARD S&P 500 ETF | $240.51万 | 0.21% | 4,025 | -31 | -0.8% | -$1.85万 | 减仓 |
| PVAL | PUTNAM FOCUSED LARGE CAP VALUE | $180.51万 | 0.16% | 38,902 | 38,902 | — | $180.51万 | 新建仓 |
| FFLC | FIDELITY FUNDAMENTAL LARGE CAP | $157.81万 | 0.14% | 30,772 | 30,772 | — | $157.81万 | 新建仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $137.09万 | 0.12% | 15,143 | 1,830 | 13.7% | $16.57万 | 加仓 |
| ZBH | ZIMMER BIOMET HLDGS INC | $126.78万 | 0.11% | 14,021 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES COR | $126.70万 | 0.11% | 15,822 | -750 | -4.5% | -$6.01万 | 减仓 |
| MMM | 3M CO | $123.79万 | 0.11% | 8,524 | -12 | -0.1% | -$1,743 | 减仓 |
| SYY | SYSCO CORP | $114.66万 | 0.10% | 16,074 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US | $114.33万 | 0.10% | 15,224 | 15,224 | — | $114.33万 | 新建仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $107.68万 | 0.09% | 15,946 | 7,711 | 93.6% | $52.07万 | 加仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BO | $99.19万 | 0.09% | 9,992 | 9,992 | — | $99.19万 | 新建仓 |
| DOW | DOW INC | $98.53万 | 0.08% | 23,656 | -353 | -1.5% | -$1.47万 | 减仓 |
| VBIL | VANGUARD 0-3 MONTH TREASURY BI | $87.05万 | 0.07% | 11,507 | -23,405 | -67.0% | -$177.06万 | 减仓 |
| — | EXXON MOBIL CORP | $78.42万 | 0.07% | 4,622 | -30 | -0.6% | -$5,090 | 减仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $74.72万 | 0.06% | 6,606 | 6,606 | — | $74.72万 | 新建仓 |
| GIS | GENERAL MILLS INC | $71.31万 | 0.06% | 19,159 | 0 | 0.0% | — | 不变 |
| TBIL | F/M US TREASURY 3 MONTH BILL F | $69.19万 | 0.06% | 13,877 | 13,877 | — | $69.19万 | 新建仓 |
| CL | COLGATE PALMOLIVE CO | $68.18万 | 0.06% | 8,000 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY CLASS B | $67.57万 | 0.06% | 1,410 | 186 | 15.2% | $8.91万 | 加仓 |
| VB | VANGUARD SMALL-CAP INDEX FUND | $65.53万 | 0.06% | 2,502 | -110 | -4.2% | -$2.88万 | 减仓 |
| LH | LABCORP HLDGS INC | $64.03万 | 0.06% | 2,400 | 0 | 0.0% | — | 不变 |
| IEX | IDEX CORP | $55.10万 | 0.05% | 2,907 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC CLASS A | $51.67万 | 0.04% | 1,797 | 293 | 19.5% | $8.43万 | 加仓 |
| GLD | SPDR GOLD SHARES | $50.43万 | 0.04% | 1,172 | 334 | 39.9% | $14.37万 | 加仓 |
| T | AT&T INC | $48.47万 | 0.04% | 16,720 | -1,052 | -5.9% | -$3.05万 | 减仓 |
| — | HONEYWELL INTL INC | $44.26万 | 0.04% | 1,958 | -332 | -14.5% | -$7.50万 | 减仓 |
| IGIB | ISHARES 5-10 YEAR INVESTMENT G | $40.88万 | 0.04% | 7,682 | 275 | 3.7% | $1.46万 | 加仓 |
| AVUS | AVANTIS US EQUITY ETF | $40.42万 | 0.03% | 3,636 | 618 | 20.5% | $6.87万 | 加仓 |
| MTB | M&T BK CORP | $37.00万 | 0.03% | 1,790 | -575 | -24.3% | -$11.89万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSIN | $34.52万 | 0.03% | 1,699 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORP | $34.27万 | 0.03% | 1,965 | 1,965 | — | $34.27万 | 新建仓 |
| EXR | EXTRA SPACE STORAGE INC REIT | $33.94万 | 0.03% | 2,588 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC CLASS CLASS | $33.78万 | 0.03% | 5,860 | -63 | -1.1% | -$3,631 | 减仓 |
| URI | UNITED RENTALS INC | $32.93万 | 0.03% | 452 | 0 | 0.0% | — | 不变 |
| VCLT | VANGUARD LONG-TERM CORPORATE B | $30.93万 | 0.03% | 4,139 | -4 | -0.1% | -$299 | 减仓 |
| ZTS | ZOETIS INC CLASS CLASS A | $29.65万 | 0.03% | 2,508 | 0 | 0.0% | — | 不变 |
| — | LAKE SHORE BANCORP INC M | $27.50万 | 0.02% | 18,116 | -1,884 | -9.4% | -$2.86万 | 减仓 |
| LQD | ISHARES IBOXX $ INVESTMENT GRA | $27.25万 | 0.02% | 2,500 | -121 | -4.6% | -$1.32万 | 减仓 |
| — | LVMH MOET HENNESSY LOU F SPONS | $25.77万 | 0.02% | 2,359 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $25.69万 | 0.02% | 287 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES RUSSELL 2000 ETF | $25.64万 | 0.02% | 1,034 | -11 | -1.1% | -$2,728 | 减仓 |
| — | TENCENT HLDGS LTD F UNSPONSORE | $23.05万 | 0.02% | 3,646 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $22.15万 | 0.02% | 4,818 | 0 | 0.0% | — | 不变 |
| HUBB | HUBBELL INC | $21.69万 | 0.02% | 442 | -107,868 | -99.6% | -$5,293.51万 | 减仓 |
| INTU | INTUIT | $21.49万 | 0.02% | 497 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COS INC | $20.42万 | 0.02% | 700 | -10 | -1.4% | -$2,917 | 减仓 |
| — | GAIN THERAPEUTICS INC | $2.99万 | 0.00% | 15,400 | 0 | 0.0% | — | 不变 |
| TYL | TYLER TECHNOLOGIES INC | $0 | 0.00% | 0 | -100,135 | -100.0% | -$4,545.63万 | 清仓 |
| CDNS | CADENCE DESIGN SYS INC | $0 | 0.00% | 0 | -129,137 | -100.0% | -$4,036.58万 | 清仓 |
| TTAN | SERVICETITAN INC CLASS A | $0 | 0.00% | 0 | -343,650 | -100.0% | -$3,659.87万 | 清仓 |
| SITE | SITEONE LANDSCAPE SUPPLY | $0 | 0.00% | 0 | -126,212 | -100.0% | -$1,572.10万 | 清仓 |
| SPY | STATE STREET SPDR S&P 500 TRUS | $0 | 0.00% | 0 | -16,910 | -100.0% | -$1,153.13万 | 清仓 |