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 |
|---|---|---|---|---|---|---|---|---|
| INFQ | INFLEQTION INC | $25.31万 | 0.01% | 19,000 | 19,000 | — | $25.31万 | 新建仓 |
| VYM | VANGUARD WHITEHALL FDS | $25.16万 | 0.01% | 1,592 | -212 | -11.8% | -$3.35万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $24.87万 | 0.01% | 735 | 735 | — | $24.87万 | 新建仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $24.79万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $24.38万 | 0.01% | 10,126 | 181 | 1.8% | $4,358 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $23.79万 | 0.01% | 467 | 71 | 17.9% | $3.62万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $23.30万 | 0.01% | 5,396 | 391 | 7.8% | $1.69万 | 加仓 |
| HON | HONEYWELL INTL INC | $22.39万 | 0.01% | 1,000 | -1,000 | -50.0% | -$22.39万 | 减仓 |
| IEI | ISHARES TR | $22.29万 | 0.01% | 1,898 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $22.21万 | 0.01% | 2,623 | 0 | 0.0% | — | 不变 |
| HONA | HONEYWELL AEROSPACE INC | $22.11万 | 0.01% | 1,000 | 1,000 | — | $22.11万 | 新建仓 |
| VXF | VANGUARD INDEX FDS | $22.09万 | 0.01% | 897 | 897 | — | $22.09万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $21.80万 | 0.01% | 2,706 | 2,706 | — | $21.80万 | 新建仓 |
| TKR | TIMKEN CO | $21.80万 | 0.01% | 1,500 | 1,500 | — | $21.80万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $21.69万 | 0.01% | 2,351 | -667 | -22.1% | -$6.15万 | 减仓 |
| USB | US BANCORP | $21.47万 | 0.01% | 3,554 | 3,554 | — | $21.47万 | 新建仓 |
| XLI | SELECT SECTOR SPDR TR | $21.34万 | 0.01% | 1,152 | 1,152 | — | $21.34万 | 新建仓 |
| XT | ISHARES TR | $21.24万 | 0.01% | 2,570 | 2,570 | — | $21.24万 | 新建仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $20.61万 | 0.01% | 2,378 | 2,378 | — | $20.61万 | 新建仓 |
| RSG | REPUBLIC SVCS INC | $20.24万 | 0.01% | 950 | 0 | 0.0% | — | 不变 |
| ACTG | ACACIA RESH CORP | $7.14万 | 0.00% | 15,312 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -76,152 | -100.0% | -$3,239.05万 | 清仓 |
| AMD | ADVANCED MICRO DEVICES INC | $0 | 0.00% | 0 | -4,002 | -100.0% | -$81.41万 | 清仓 |
| CPRT | COPART INC | $0 | 0.00% | 0 | -13,812 | -100.0% | -$45.86万 | 清仓 |
| IVE | ISHARES TR | $0 | 0.00% | 0 | -1,268 | -100.0% | -$26.77万 | 清仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $0 | 0.00% | 0 | -1,440 | -100.0% | -$22.65万 | 清仓 |
| MCK | MCKESSON CORP | $0 | 0.00% | 0 | -257 | -100.0% | -$22.24万 | 清仓 |
| IVV | ISHARES TR | $0 | 0.00% | 0 | -325 | -100.0% | -$21.23万 | 清仓 |
| CELH | CELSIUS HLDGS INC | $0 | 0.00% | 0 | -5,874 | -100.0% | -$20.84万 | 清仓 |