Clarkston Capital Partners, LLC
Rochester MI · SEC CIK 0001562855
$13.11亿2026Q1 申报市值
98持仓数
48.7%前十大占比 · 第一大 9.0%
9 / 90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
ROP 加仓+$3,160.93万
WAY 新建仓+$2,291.73万
IT 加仓+$1,864.06万
RYAN 新建仓+$1,018.66万
CRM 新建仓+$198.62万
2026Q1 卖出最多 按季末市值估算
POST 减仓-$1.66亿
AMG 减仓-$1.63亿
USFD 减仓-$1.36亿
CHRW 减仓-$1.28亿
TAP 减仓-$1.16亿
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 |
|---|---|---|---|---|---|---|---|---|
| MAA | MID-AMER APT CMNTYS INC | $0 | 0.00% | 0 | -210,480 | -100.0% | -$2,923.78万 | 清仓 |
| UPS | UNITED PARCEL SERVICE INC | $0 | 0.00% | 0 | -211,592 | -100.0% | -$2,098.78万 | 清仓 |
| — | WARNER BROS DISCOVERY INC | $0 | 0.00% | 0 | -514,700 | -100.0% | -$1,483.37万 | 清仓 |
| CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | -495,020 | -100.0% | -$1,479.61万 | 清仓 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | -75,325 | -100.0% | -$1,161.06万 | 清仓 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -16,416 | -100.0% | -$1,083.60万 | 清仓 |
| ADI | ANALOG DEVICES INC | $0 | 0.00% | 0 | -33,857 | -100.0% | -$918.20万 | 清仓 |
| GS | GOLDMAN SACHS GROUP INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$879.00万 | 清仓 |
| LLY | ELI LILLY & CO | $0 | 0.00% | 0 | -8,050 | -100.0% | -$865.12万 | 清仓 |
| SFBS | SERVISFIRST BANCSHARES INC | $0 | 0.00% | 0 | -120,000 | -100.0% | -$861.48万 | 清仓 |
| ROK | ROCKWELL AUTOMATION INC | $0 | 0.00% | 0 | -19,197 | -100.0% | -$746.90万 | 清仓 |
| LIN | LINDE PLC | $0 | 0.00% | 0 | -17,266 | -100.0% | -$736.21万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -20,991 | -100.0% | -$734.66万 | 清仓 |
| SPY | SPDR S&P 500 ETF TR | $0 | 0.00% | 0 | -10,628 | -100.0% | -$724.75万 | 清仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $0 | 0.00% | 0 | -205,800 | -100.0% | -$659.79万 | 清仓 |
| CSCO | CISCO SYS INC | $0 | 0.00% | 0 | -76,700 | -100.0% | -$590.82万 | 清仓 |
| HD | HOME DEPOT INC | $0 | 0.00% | 0 | -13,062 | -100.0% | -$449.46万 | 清仓 |
| PM | PHILIP MORRIS INTL INC | $0 | 0.00% | 0 | -25,900 | -100.0% | -$415.44万 | 清仓 |
| KVUE | KENVUE INC | $0 | 0.00% | 0 | -198,340 | -100.0% | -$342.14万 | 清仓 |
| NUE | NUCOR CORP | $0 | 0.00% | 0 | -20,100 | -100.0% | -$327.85万 | 清仓 |
| COST | COSTCO WHSL CORP NEW | $0 | 0.00% | 0 | -3,665 | -100.0% | -$316.06万 | 清仓 |
| BAC | BANK AMERICA CORP | $0 | 0.00% | 0 | -54,000 | -100.0% | -$297.00万 | 清仓 |
| CVX | CHEVRON CORP NEW | $0 | 0.00% | 0 | -18,794 | -100.0% | -$286.44万 | 清仓 |
| SO | SOUTHERN CO | $0 | 0.00% | 0 | -30,000 | -100.0% | -$261.60万 | 清仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $0 | 0.00% | 0 | -46,815 | -100.0% | -$252.52万 | 清仓 |
| ET | ENERGY TRANSFER L P | $0 | 0.00% | 0 | -152,300 | -100.0% | -$251.14万 | 清仓 |
| DUK | DUKE ENERGY CORP NEW | $0 | 0.00% | 0 | -20,210 | -100.0% | -$236.88万 | 清仓 |
| VICI | VICI PPTYS INC | $0 | 0.00% | 0 | -81,775 | -100.0% | -$229.95万 | 清仓 |
| MRK | MERCK & CO INC | $0 | 0.00% | 0 | -21,725 | -100.0% | -$228.68万 | 清仓 |
| KO | COCA COLA CO | $0 | 0.00% | 0 | -30,915 | -100.0% | -$216.13万 | 清仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | -7,100 | -100.0% | -$210.31万 | 清仓 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | -84,036 | -100.0% | -$209.25万 | 清仓 |
| IWF | ISHARES TR | $0 | 0.00% | 0 | -4,234 | -100.0% | -$200.41万 | 清仓 |
| DEO | DIAGEO PLC | $0 | 0.00% | 0 | -23,015 | -100.0% | -$198.55万 | 清仓 |
| MCD | MCDONALDS CORP | $0 | 0.00% | 0 | -5,729 | -100.0% | -$175.10万 | 清仓 |
| ES | EVERSOURCE ENERGY | $0 | 0.00% | 0 | -25,580 | -100.0% | -$172.23万 | 清仓 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -20,860 | -100.0% | -$170.45万 | 清仓 |
| PRU | PRUDENTIAL FINL INC | $0 | 0.00% | 0 | -15,000 | -100.0% | -$169.32万 | 清仓 |
| TSLA | TESLA INC | $0 | 0.00% | 0 | -3,365 | -100.0% | -$151.33万 | 清仓 |
| SYK | STRYKER CORPORATION | $0 | 0.00% | 0 | -4,272 | -100.0% | -$150.15万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -2,482 | -100.0% | -$140.57万 | 清仓 |
| SHW | SHERWIN WILLIAMS CO | $0 | 0.00% | 0 | -4,175 | -100.0% | -$135.28万 | 清仓 |
| V | VISA INC | $0 | 0.00% | 0 | -3,781 | -100.0% | -$132.60万 | 清仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $0 | 0.00% | 0 | -10,000 | -100.0% | -$130.50万 | 清仓 |
| FRME | FIRST MERCHANTS CORP | $0 | 0.00% | 0 | -34,696 | -100.0% | -$130.04万 | 清仓 |
| TXN | TEXAS INSTRS INC | $0 | 0.00% | 0 | -5,200 | -100.0% | -$90.21万 | 清仓 |
| ABT | ABBOTT LABS | $0 | 0.00% | 0 | -6,842 | -100.0% | -$85.72万 | 清仓 |
| QQQ | INVESCO QQQ TR | $0 | 0.00% | 0 | -1,238 | -100.0% | -$76.03万 | 清仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $0 | 0.00% | 0 | -11,523 | -100.0% | -$71.98万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -2,650 | -100.0% | -$71.10万 | 清仓 |
| ITW | ILLINOIS TOOL WKS INC | $0 | 0.00% | 0 | -2,845 | -100.0% | -$70.07万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -6,500 | -100.0% | -$61.98万 | 清仓 |
| ABBV | ABBVIE INC | $0 | 0.00% | 0 | -2,700 | -100.0% | -$61.69万 | 清仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | -2,260 | -100.0% | -$58.13万 | 清仓 |
| PHM | PULTE GROUP INC | $0 | 0.00% | 0 | -4,829 | -100.0% | -$56.63万 | 清仓 |
| IEFA | ISHARES TR | $0 | 0.00% | 0 | -5,928 | -100.0% | -$53.03万 | 清仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -2,634 | -100.0% | -$50.46万 | 清仓 |
| RY | ROYAL BK CDA | $0 | 0.00% | 0 | -2,706 | -100.0% | -$46.13万 | 清仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $0 | 0.00% | 0 | -5,000 | -100.0% | -$45.30万 | 清仓 |
| VGT | VANGUARD WORLD FD | $0 | 0.00% | 0 | -599 | -100.0% | -$45.16万 | 清仓 |
| VO | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -1,540 | -100.0% | -$44.69万 | 清仓 |
| WMT | WALMART INC | $0 | 0.00% | 0 | -4,005 | -100.0% | -$44.62万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | -2,551 | -100.0% | -$43.63万 | 清仓 |
| MMI | MARCUS & MILLICHAP INC | $0 | 0.00% | 0 | -13,530 | -100.0% | -$36.92万 | 清仓 |
| VB | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -1,392 | -100.0% | -$35.91万 | 清仓 |
| ADC | AGREE RLTY CORP | $0 | 0.00% | 0 | -4,700 | -100.0% | -$33.85万 | 清仓 |
| — | COMERICA INC | $0 | 0.00% | 0 | -3,615 | -100.0% | -$31.43万 | 清仓 |
| TD | TORONTO DOMINION BK ONT | $0 | 0.00% | 0 | -3,178 | -100.0% | -$29.94万 | 清仓 |
| VZ | VERIZON COMMUNICATIONS INC | $0 | 0.00% | 0 | -7,315 | -100.0% | -$29.79万 | 清仓 |
| GD | GENERAL DYNAMICS CORP | $0 | 0.00% | 0 | -831 | -100.0% | -$27.98万 | 清仓 |
| DE | DEERE & CO | $0 | 0.00% | 0 | -600 | -100.0% | -$27.93万 | 清仓 |
| ONB | OLD NATL BANCORP IND | $0 | 0.00% | 0 | -12,230 | -100.0% | -$27.29万 | 清仓 |
| NFLX | NETFLIX INC | $0 | 0.00% | 0 | -2,820 | -100.0% | -$26.44万 | 清仓 |
| BNS | BANK NOVA SCOTIA HALIFAX | $0 | 0.00% | 0 | -3,476 | -100.0% | -$25.61万 | 清仓 |
| FICO | FAIR ISAAC CORP | $0 | 0.00% | 0 | -150 | -100.0% | -$25.36万 | 清仓 |
| BA | BOEING CO | $0 | 0.00% | 0 | -1,097 | -100.0% | -$23.82万 | 清仓 |
| IAU | ISHARES GOLD TR | $0 | 0.00% | 0 | -2,925 | -100.0% | -$23.74万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -351 | -100.0% | -$23.25万 | 清仓 |
| BMO | BANK MONTREAL QUE | $0 | 0.00% | 0 | -1,775 | -100.0% | -$23.04万 | 清仓 |
| ETOR | ETORO GROUP LTD | $0 | 0.00% | 0 | -6,491 | -100.0% | -$22.80万 | 清仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $0 | 0.00% | 0 | -3,475 | -100.0% | -$22.76万 | 清仓 |
| MFC | MANULIFE FINL CORP | $0 | 0.00% | 0 | -5,963 | -100.0% | -$21.63万 | 清仓 |
| AMGN | AMGEN INC | $0 | 0.00% | 0 | -646 | -100.0% | -$21.14万 | 清仓 |
| NVS | NOVARTIS AG | $0 | 0.00% | 0 | -1,500 | -100.0% | -$20.68万 | 清仓 |
| TGT | TARGET CORP | $0 | 0.00% | 0 | -2,100 | -100.0% | -$20.53万 | 清仓 |
| GWW | WW GRAINGER INC | $0 | 0.00% | 0 | -200 | -100.0% | -$20.18万 | 清仓 |
| SHOP | SHOPIFY INC | $0 | 0.00% | 0 | -1,250 | -100.0% | -$20.12万 | 清仓 |
| CAT | CATERPILLAR INC | $0 | 0.00% | 0 | -350 | -100.0% | -$20.05万 | 清仓 |
| AGNC | AGNC INVT CORP | $0 | 0.00% | 0 | -10,975 | -100.0% | -$11.77万 | 清仓 |
| — | GAUZY LTD | $0 | 0.00% | 0 | -12,537 | -100.0% | -$1.62万 | 清仓 |
| WFC | WELLS FARGO & CO | $21.10万 | 0.02% | 2,650 | 0 | 0.0% | — | 不变 |
| NIC | NICOLET BANKSHARES INC | $23.11万 | 0.02% | 1,555 | 0 | 0.0% | — | 重新持有 |
| MRSH | MARSH & MCLENNAN COS INC | $29.92万 | 0.02% | 1,725 | -500 | -22.5% | -$8.67万 | 减仓 |
| — | LIBERTY BROADBAND CORP | $30.18万 | 0.02% | 6,000 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $30.41万 | 0.02% | 1,034 | -1,111 | -51.8% | -$32.67万 | 减仓 |
| RTX | RTX CORPORATION | $31.02万 | 0.02% | 1,608 | -414 | -20.5% | -$7.99万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $33.22万 | 0.03% | 556 | -11,318 | -95.3% | -$676.31万 | 减仓 |
| ORCL | ORACLE CORP | $34.58万 | 0.03% | 2,350 | -3,946 | -62.7% | -$58.06万 | 减仓 |
| VNLA | JANUS DETROIT STR TR | $36.08万 | 0.03% | 7,385 | 7,385 | — | $36.08万 | 新建仓 |
| JAAA | JANUS DETROIT STR TR | $36.52万 | 0.03% | 7,250 | 7,250 | — | $36.52万 | 新建仓 |