Sather Financial Group Inc
Victoria TX · SEC CIK 0001568540
$16.27亿2026Q1 申报市值
109持仓数
61.1%前十大占比 · 第一大 11.4%
9 / 10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
PWR 加仓+$1,564.76万
ADBE 加仓+$655.64万
ACN 加仓+$651.48万
NKE 加仓+$551.87万
PAYC 加仓+$518.96万
2026Q1 卖出最多 按季末市值估算
PYPL 减仓-$3,497.65万
AZO 减仓-$1,797.32万
GOOG 减仓-$995.29万
ANET 减仓-$737.64万
BF/B 清仓-$647.35万
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 |
|---|---|---|---|---|---|---|---|---|
| SPGI | S&P GLOBAL INC | $3,239.05万 | 1.99% | 76,152 | -2,185 | -2.8% | -$92.94万 | 减仓 |
| PAYC | PAYCOM SOFTWARE INC | $3,776.60万 | 2.32% | 310,729 | 42,699 | 15.9% | $518.96万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $3,940.50万 | 2.42% | 198,724 | 32,855 | 19.8% | $651.48万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $4,040.30万 | 2.48% | 205,237 | 1,775 | 0.9% | $34.94万 | 加仓 |
| IHF | ISHARES TR | $4,257.88万 | 2.62% | 1,017,415 | 108,457 | 11.9% | $453.89万 | 加仓 |
| ADBE | ADOBE INC | $4,371.53万 | 2.69% | 179,839 | 26,972 | 17.6% | $655.64万 | 加仓 |
| NKE | NIKE INC | $4,465.43万 | 2.75% | 845,405 | 104,481 | 14.1% | $551.87万 | 加仓 |
| QCOM | QUALCOMM INC | $4,766.43万 | 2.93% | 370,122 | 11,761 | 3.3% | $151.46万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $4,952.73万 | 3.05% | 99,122 | 3,200 | 3.3% | $159.89万 | 加仓 |
| BA | BOEING CO | $5,048.69万 | 3.10% | 253,665 | 10,235 | 4.2% | $203.71万 | 加仓 |
| MKL | MARKEL GROUP INC | $5,270.77万 | 3.24% | 27,537 | 59 | 0.2% | $11.29万 | 加仓 |
| V | VISA INC | $6,771.15万 | 4.16% | 224,032 | 68 | 0.0% | $2.06万 | 加仓 |
| DG | DOLLAR GEN CORP | $6,870.94万 | 4.22% | 578,703 | -16,168 | -2.7% | -$191.96万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $7,178.71万 | 4.41% | 990,713 | -10,287 | -1.0% | -$74.54万 | 减仓 |
| MSFT | MICROSOFT CORP | $8,576.55万 | 5.27% | 231,692 | 3,167 | 1.4% | $117.23万 | 加仓 |
| BN | BROOKFIELD CORP | $8,611.51万 | 5.29% | 2,127,876 | 8,477 | 0.4% | $34.31万 | 加仓 |
| ROST | ROSS STORES INC | $8,727.55万 | 5.37% | 402,878 | -11,783 | -2.8% | -$255.26万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $1.04亿 | 6.40% | 847,692 | -60,078 | -6.6% | -$737.64万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.84亿 | 11.33% | 384,602 | 1,158 | 0.3% | $55.49万 | 加仓 |
| GOOG | ALPHABET INC | $1.86亿 | 11.44% | 648,906 | -34,696 | -5.1% | -$995.29万 | 减仓 |