Sather Financial Group Inc
Victoria TX · SEC CIK 0001568540
$17.42亿2026Q2 申报市值
121持仓数
59.7%前十大占比 · 第一大 11.3%
19 / 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
SPGI 新建仓+$3,289.52万
BA 加仓+$1,969.75万
BAM 加仓+$1,671.28万
GE 加仓+$1,526.76万
ADBE 加仓+$1,136.77万
2026Q2 卖出最多 按季末市值估算
ROST 减仓-$5,680.43万
GOOG 减仓-$5,038.27万
SPGI 清仓-$3,239.05万
ANET 减仓-$2,901.06万
QCOM 减仓-$1,751.81万
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 |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | $486.84万 | 0.28% | 20,426 | 2,562 | 14.3% | $61.06万 | 加仓 |
| AAPL | APPLE INC | $800.26万 | 0.46% | 27,656 | 3,422 | 14.1% | $99.02万 | 加仓 |
| GOOGL | ALPHABET INC | $809.86万 | 0.46% | 22,662 | -410 | -1.8% | -$14.65万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $886.34万 | 0.51% | 21,325 | 233 | 1.1% | $9.68万 | 加仓 |
| PWR | QUANTA SVCS INC | $1,198.00万 | 0.69% | 16,638 | -12,859 | -43.6% | -$925.90万 | 减仓 |
| INTU | INTUIT | $2,327.31万 | 1.34% | 89,169 | 25,177 | 39.3% | $657.12万 | 加仓 |
| UNP | UNION PAC CORP | $2,890.71万 | 1.66% | 106,276 | 360 | 0.3% | $9.79万 | 加仓 |
| ROST | ROSS STORES INC | $2,894.82万 | 1.66% | 136,003 | -266,875 | -66.2% | -$5,680.43万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $3,082.50万 | 1.77% | 247,710 | 48,986 | 24.7% | $609.58万 | 加仓 |
| SPGI | S&P GLOBAL INC | $3,289.52万 | 1.89% | 80,772 | 80,772 | — | $3,289.52万 | 新建仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $4,235.40万 | 2.43% | 944,347 | 372,638 | 65.2% | $1,671.28万 | 加仓 |
| NKE | NIKE INC | $4,281.14万 | 2.46% | 1,042,908 | 197,503 | 23.4% | $810.75万 | 加仓 |
| ADBE | ADOBE INC | $4,823.83万 | 2.77% | 235,286 | 55,447 | 30.8% | $1,136.77万 | 加仓 |
| PAYC | PAYCOM SOFTWARE INC | $4,835.36万 | 2.78% | 384,736 | 74,007 | 23.8% | $930.12万 | 加仓 |
| QCOM | QUALCOMM INC | $5,087.68万 | 2.92% | 275,322 | -94,800 | -25.6% | -$1,751.81万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $5,329.45万 | 3.06% | 189,640 | -15,597 | -7.6% | -$438.32万 | 减仓 |
| MKL | MARKEL GROUP INC | $5,451.63万 | 3.13% | 27,914 | 377 | 1.4% | $73.63万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $5,583.62万 | 3.21% | 108,715 | 9,593 | 9.7% | $492.70万 | 加仓 |
| GE | GE AEROSPACE | $5,663.54万 | 3.25% | 151,541 | 40,852 | 36.9% | $1,526.76万 | 加仓 |
| IHF | ISHARES TR | $5,915.38万 | 3.40% | 1,069,109 | 51,694 | 5.1% | $286.02万 | 加仓 |
| DG | DOLLAR GEN CORP | $6,754.45万 | 3.88% | 586,782 | 8,079 | 1.4% | $93.00万 | 加仓 |
| BA | BOEING CO | $7,460.83万 | 4.28% | 344,659 | 90,994 | 35.9% | $1,969.75万 | 加仓 |
| V | VISA INC | $7,609.06万 | 4.37% | 221,780 | -2,252 | -1.0% | -$77.26万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $8,889.14万 | 5.10% | 924,796 | -65,917 | -6.7% | -$633.59万 | 减仓 |
| BN | BROOKFIELD CORP | $9,085.93万 | 5.22% | 2,133,348 | 5,472 | 0.3% | $23.31万 | 加仓 |
| MSFT | MICROSOFT CORP | $9,213.34万 | 5.29% | 246,993 | 15,301 | 6.6% | $570.76万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $1.15亿 | 6.60% | 676,921 | -170,771 | -20.1% | -$2,901.06万 | 减仓 |
| GOOG | ALPHABET INC | $1.79亿 | 10.27% | 506,312 | -142,594 | -22.0% | -$5,038.27万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.96亿 | 11.26% | 391,900 | 7,298 | 1.9% | $365.18万 | 加仓 |