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 |
|---|---|---|---|---|---|---|---|---|
| MCK | MCKESSON CORP | $22.24万 | 0.01% | 257 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $21.96万 | 0.01% | 2,623 | 2,623 | — | $21.96万 | 新建仓 |
| ASML | ASML HLDG NV | $21.53万 | 0.01% | 163 | 163 | — | $21.53万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $21.50万 | 0.01% | 629 | 629 | — | $21.50万 | 新建仓 |
| IVV | ISHARES TR | $21.23万 | 0.01% | 325 | 325 | — | $21.23万 | 新建仓 |
| CELH | CELSIUS HLDGS INC | $20.84万 | 0.01% | 5,874 | 942 | 19.1% | $3.34万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $20.81万 | 0.01% | 950 | -9 | -0.9% | -$1,971 | 减仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $20.08万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| ACTG | ACACIA RESH CORP | $7.37万 | 0.00% | 15,312 | 8 | 0.1% | $38 | 加仓 |
| BF/B | BROWN FORMAN CORP | $0 | 0.00% | 0 | -248,407 | -100.0% | -$647.35万 | 清仓 |
| HCA | HCA HEALTHCARE INC | $0 | 0.00% | 0 | -2,669 | -100.0% | -$124.60万 | 清仓 |
| MGK | VANGUARD WORLD FD | $0 | 0.00% | 0 | -2,706 | -100.0% | -$111.70万 | 清仓 |
| BF/A | BROWN FORMAN CORP | $0 | 0.00% | 0 | -13,364 | -100.0% | -$35.16万 | 清仓 |
| DEO | DIAGEO PLC | $0 | 0.00% | 0 | -3,093 | -100.0% | -$26.68万 | 清仓 |
| CFR | CULLEN FROST BANKERS INC | $0 | 0.00% | 0 | -1,877 | -100.0% | -$23.77万 | 清仓 |
| IWF | ISHARES TR | $0 | 0.00% | 0 | -472 | -100.0% | -$22.34万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -1,899 | -100.0% | -$21.60万 | 清仓 |
| MKTX | MARKETAXESS HLDGS INC | $0 | 0.00% | 0 | -1,129 | -100.0% | -$20.46万 | 清仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | MAGNACHIP SEMICONDUCTOR CORP | $0 | 0.00% | 0 | -20,920 | -100.0% | -$5.33万 | 清仓 |