Clarkston Capital Partners, LLC
Rochester MI · SEC CIK 0001562855
$11.84亿2026Q2 申报市值
96持仓数
51.7%前十大占比 · 第一大 9.0%
6 / 8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
RYAN 加仓+$1,543.74万
CCC 加仓+$1,516.98万
WAY 加仓+$1,251.63万
TYL 新建仓+$1,124.74万
VEEV 新建仓+$779.36万
2026Q2 卖出最多 按季末市值估算
AMG 减仓-$2,877.25万
TAP 清仓-$2,864.29万
AVTR 减仓-$1,821.67万
RAL 减仓-$1,388.75万
ENR 减仓-$1,179.29万
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 |
|---|---|---|---|---|---|---|---|---|
| TAP | MOLSON COORS BEVERAGE CO | $0 | 0.00% | 0 | -665,185 | -100.0% | -$2,864.29万 | 清仓 |
| BRBR | BELLRING BRANDS INC | $0 | 0.00% | 0 | -446,768 | -100.0% | -$718.85万 | 清仓 |
| IEX | IDEX CORP | $0 | 0.00% | 0 | -36,260 | -100.0% | -$687.31万 | 清仓 |
| OAKM | HARRIS OAKMARK ETF TRUST | $0 | 0.00% | 0 | -51,100 | -100.0% | -$140.86万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -4,670 | -100.0% | -$79.23万 | 清仓 |
| — | UNITED STS 12 MONTH OIL FD L | $0 | 0.00% | 0 | -12,500 | -100.0% | -$60.25万 | 清仓 |
| JAAA | JANUS DETROIT STR TR | $0 | 0.00% | 0 | -7,250 | -100.0% | -$36.52万 | 清仓 |
| VNLA | JANUS DETROIT STR TR | $0 | 0.00% | 0 | -7,385 | -100.0% | -$36.08万 | 清仓 |
| DGRO | ISHARES TR | $20.88万 | 0.02% | 2,755 | -17,390 | -86.3% | -$131.80万 | 减仓 |
| WFC | WELLS FARGO & CO | $21.90万 | 0.02% | 2,650 | 0 | 0.0% | — | 不变 |
| NIC | NICOLET BANKSHARES INC | $25.72万 | 0.02% | 1,555 | 0 | 0.0% | — | 不变 |
| — | LIBERTY BROADBAND CORP | $27.36万 | 0.02% | 8,225 | 2,225 | 37.1% | $7.40万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $28.33万 | 0.02% | 1,700 | -25 | -1.4% | -$4,167 | 减仓 |
| ORCL | ORACLE CORP | $29.31万 | 0.02% | 2,000 | -350 | -14.9% | -$5.13万 | 减仓 |
| RTX | RTX CORPORATION | $30.51万 | 0.03% | 1,608 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $32.73万 | 0.03% | 1,000 | -34 | -3.3% | -$1.11万 | 减仓 |
| ALGN | ALIGN TECHNOLOGY INC | $33.73万 | 0.03% | 2,000 | -57,975 | -96.7% | -$977.81万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $34.45万 | 0.03% | 11,079 | -73,231 | -86.9% | -$227.74万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $38.19万 | 0.03% | 556 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $39.82万 | 0.03% | 1,990 | -232 | -10.4% | -$4.64万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $40.44万 | 0.03% | 7,664 | -39,313 | -83.7% | -$207.43万 | 减仓 |
| F | FORD MTR CO | $44.70万 | 0.04% | 32,160 | 0 | 0.0% | — | 不变 |
| FDXF | FEDEX FGHT HLDG CO INC | $50.40万 | 0.04% | 3,338 | 3,338 | — | $50.40万 | 新建仓 |
| SCHD | SCHWAB STRATEGIC TR | $55.84万 | 0.05% | 17,611 | 3 | 0.0% | $95 | 加仓 |
| USB | US BANCORP | $58.90万 | 0.05% | 9,752 | -7,415 | -43.2% | -$44.79万 | 减仓 |
| EFA | ISHARES TR | $62.24万 | 0.05% | 5,992 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $73.34万 | 0.06% | 3,077 | -2,022 | -39.7% | -$48.19万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.06% | 1 | 0 | 0.0% | — | 不变 |
| CPRT | COPART INC | $76.19万 | 0.06% | 27,029 | -206,047 | -88.4% | -$580.85万 | 减仓 |
| IWM | ISHARES TR | $78.12万 | 0.07% | 2,600 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $83.80万 | 0.07% | 12,250 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $84.38万 | 0.07% | 3,786 | -1,677 | -30.7% | -$37.38万 | 减仓 |
| EFX | EQUIFAX INC | $84.61万 | 0.07% | 5,331 | 1,222 | 29.7% | $19.40万 | 加仓 |
| IJH | ISHARES TR | $85.78万 | 0.07% | 11,125 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $85.82万 | 0.07% | 1,715 | -40 | -2.3% | -$2.00万 | 减仓 |
| NOW | SERVICENOW INC | $91.98万 | 0.08% | 9,265 | 1,263 | 15.8% | $12.54万 | 加仓 |
| SUI | SUN CMNTYS INC | $103.12万 | 0.09% | 8,600 | 8,600 | — | $103.12万 | 新建仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $105.67万 | 0.09% | 11,475 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $110.77万 | 0.09% | 3,135 | -80 | -2.5% | -$2.83万 | 减仓 |
| ZTS | ZOETIS INC | $115.36万 | 0.10% | 16,053 | 8,469 | 111.7% | $60.86万 | 加仓 |
| CACC | CREDIT ACCEP CORP MICH | $127.35万 | 0.11% | 2,000 | -2,000 | -50.0% | -$127.35万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $132.80万 | 0.11% | 9,056 | -3,762 | -29.3% | -$55.17万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $136.71万 | 0.12% | 19,093 | -437 | -2.2% | -$3.13万 | 减仓 |
| VRSK | VERISK ANALYTICS INC | $138.92万 | 0.12% | 7,738 | 7,738 | — | $138.92万 | 新建仓 |
| MDT | MEDTRONIC PLC | $140.55万 | 0.12% | 17,966 | -5,185 | -22.4% | -$40.56万 | 减仓 |
| CRM | SALESFORCE INC | $148.39万 | 0.13% | 9,472 | -1,168 | -11.0% | -$18.30万 | 减仓 |
| DIS | DISNEY WALT CO | $150.21万 | 0.13% | 15,606 | -17,090 | -52.3% | -$164.49万 | 减仓 |
| WDAY | WORKDAY INC | $153.83万 | 0.13% | 12,566 | -1,284 | -9.3% | -$15.72万 | 减仓 |
| DVA | DAVITA INC | $154.71万 | 0.13% | 6,954 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $154.82万 | 0.13% | 3,088 | -492 | -13.7% | -$24.67万 | 减仓 |
| ALC | ALCON AG | $171.51万 | 0.14% | 25,560 | 15,789 | 161.6% | $105.94万 | 加仓 |
| KDP | KEURIG DR PEPPER INC | $185.43万 | 0.16% | 56,653 | -6,847 | -10.8% | -$22.41万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $190.76万 | 0.16% | 7,511 | -2,325 | -23.6% | -$59.05万 | 减仓 |
| BIL | SPDR SERIES TRUST | $197.12万 | 0.17% | 21,510 | -39,705 | -64.9% | -$363.86万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $199.04万 | 0.17% | 39,500 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $207.23万 | 0.18% | 6,618 | -20,387 | -75.5% | -$638.38万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $215.25万 | 0.18% | 4,191 | -171 | -3.9% | -$8.78万 | 减仓 |
| AAPL | APPLE INC | $218.38万 | 0.18% | 7,547 | -3,486 | -31.6% | -$100.87万 | 减仓 |
| PAYX | PAYCHEX INC | $223.29万 | 0.19% | 22,709 | 3,101 | 15.8% | $30.49万 | 加仓 |
| PEP | PEPSICO INC | $238.98万 | 0.20% | 17,650 | -2,533 | -12.6% | -$34.30万 | 减仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $265.42万 | 0.22% | 10,155 | -22,025 | -68.4% | -$575.67万 | 减仓 |
| DHR | DANAHER CORP DEL | $296.96万 | 0.25% | 15,590 | -2,490 | -13.8% | -$47.43万 | 减仓 |
| IVV | ISHARES TR | $308.56万 | 0.26% | 4,120 | -118 | -2.8% | -$8.84万 | 减仓 |
| MSFT | MICROSOFT CORP | $321.85万 | 0.27% | 8,628 | -983 | -10.2% | -$36.67万 | 减仓 |
| SYY | SYSCO CORP | $337.87万 | 0.29% | 40,425 | -4,539 | -10.1% | -$37.94万 | 减仓 |
| GOOGL | ALPHABET INC | $340.97万 | 0.29% | 9,541 | -4,097 | -30.0% | -$146.41万 | 减仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $362.84万 | 0.31% | 44,034 | -36,431 | -45.3% | -$300.19万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $428.87万 | 0.36% | 12,679 | -1,985 | -13.5% | -$67.14万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $492.70万 | 0.42% | 24,559 | -13,816 | -36.0% | -$277.18万 | 减仓 |
| NIQ | NIQ GLOBAL INTELLIGENCE PLC | $680.56万 | 0.57% | 727,875 | 727,875 | — | $680.56万 | 新建仓 |
| VEEV | VEEVA SYS INC | $779.36万 | 0.66% | 43,915 | 43,915 | — | $779.36万 | 新建仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $885.84万 | 0.75% | 111,820 | -46,850 | -29.5% | -$371.15万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $983.94万 | 0.83% | 106,637 | -15,720 | -12.8% | -$145.05万 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $1,109.49万 | 0.94% | 58,909 | -56,624 | -49.0% | -$1,066.46万 | 减仓 |
| TYL | TYLER TECHNOLOGIES INC | $1,124.74万 | 0.95% | 38,458 | 38,458 | — | $1,124.74万 | 新建仓 |
| RAL | RALLIANT CORP | $1,444.14万 | 1.22% | 196,135 | -188,612 | -49.0% | -$1,388.75万 | 减仓 |
| FTV | FORTIVE CORP | $1,503.91万 | 1.27% | 246,180 | -101,550 | -29.2% | -$620.37万 | 减仓 |
| FIS | FIDELITY NATL INFORMATION SV | $1,526.67万 | 1.29% | 392,663 | -5,212 | -1.3% | -$20.26万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $1,617.41万 | 1.37% | 106,880 | -24,226 | -18.5% | -$366.61万 | 减仓 |
| NEOG | NEOGEN CORP | $1,662.51万 | 1.40% | 1,849,288 | -355,500 | -16.1% | -$319.59万 | 减仓 |
| LSTR | LANDSTAR SYS INC | $1,706.39万 | 1.44% | 82,510 | -24,700 | -23.0% | -$510.82万 | 减仓 |
| ABNB | AIRBNB INC | $1,740.85万 | 1.47% | 121,653 | -27,407 | -18.4% | -$392.19万 | 减仓 |
| ENR | ENERGIZER HLDGS INC | $1,818.49万 | 1.54% | 848,175 | -550,040 | -39.3% | -$1,179.29万 | 减仓 |
| USFD | US FOODS HLDG CORP | $1,918.36万 | 1.62% | 187,615 | -101,960 | -35.2% | -$1,042.54万 | 减仓 |
| IQV | IQVIA HLDGS INC | $2,027.63万 | 1.71% | 104,939 | -25,484 | -19.5% | -$492.40万 | 减仓 |
| LPLA | LPL FINL HLDGS INC | $2,154.82万 | 1.82% | 76,499 | -19,905 | -20.6% | -$560.68万 | 减仓 |
| BRO | BROWN & BROWN INC | $2,539.61万 | 2.14% | 395,886 | -18,975 | -4.6% | -$121.72万 | 减仓 |
| IT | GARTNER INC | $2,560.92万 | 2.16% | 197,571 | -32,021 | -13.9% | -$415.06万 | 减仓 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | $2,683.77万 | 2.27% | 710,745 | 408,830 | 135.4% | $1,543.74万 | 加仓 |
| PRMB | PRIMO BRANDS CORPORATION | $2,726.35万 | 2.30% | 1,115,527 | -200,825 | -15.3% | -$490.82万 | 减仓 |
| WAY | WAYSTAR HLDG CORP | $3,203.07万 | 2.71% | 1,560,190 | 609,659 | 64.1% | $1,251.63万 | 加仓 |
| GFL | GFL ENVIRONMENTAL INC | $3,233.51万 | 2.73% | 878,909 | -50,950 | -5.5% | -$187.45万 | 减仓 |
| LW | LAMB WESTON HLDGS INC | $3,417.61万 | 2.89% | 791,480 | -199,225 | -20.1% | -$860.25万 | 减仓 |
| HSIC | SCHEIN HENRY INC | $3,516.81万 | 2.97% | 421,074 | -63,100 | -13.0% | -$527.01万 | 减仓 |
| WLY | WILEY JOHN & SONS INC | $3,682.30万 | 3.11% | 759,081 | -183,475 | -19.5% | -$890.04万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $3,808.88万 | 3.22% | 112,559 | 18,132 | 19.2% | $613.57万 | 加仓 |
| NVST | ENVISTA HOLDINGS CORPORATION | $3,884.12万 | 3.28% | 1,474,050 | 291,995 | 24.7% | $769.41万 | 加仓 |
| MIDD | MIDDLEBY CORP | $4,194.48万 | 3.54% | 243,851 | -45,665 | -15.8% | -$785.48万 | 减仓 |
| LKQ | LKQ CORP | $4,258.27万 | 3.60% | 1,617,268 | 79,525 | 5.2% | $209.39万 | 加仓 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $6,458.58万 | 5.45% | 12,516,625 | 2,939,879 | 30.7% | $1,516.98万 | 加仓 |