SCHOLTZ & COMPANY, LLC
STAMFORD CT · SEC CIK 0001606134
$2.00亿2026Q2 申报市值
48持仓数
52.7%前十大占比 · 第一大 7.9%
11 / 12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
MCK 新建仓+$489.10万
SARO 新建仓+$396.02万
DIS 新建仓+$281.80万
NVDA 加仓+$247.53万
TOST 新建仓+$232.07万
2026Q2 卖出最多 按季末市值估算
CMG 清仓-$488.94万
ABT 清仓-$450.49万
TDG 清仓-$427.42万
RKT 清仓-$390.06万
WYNN 清仓-$374.17万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INCORPORATED CAP STK | $1,572.79万 | 7.85% | 44,010 | -2,865 | -6.1% | -$102.39万 | 减仓 |
| AMZN | AMAZON COM INCORPORATED | $1,465.89万 | 7.32% | 61,504 | -3,208 | -5.0% | -$76.46万 | 减仓 |
| MSFT | MICROSOFT CORPORATION | $1,438.81万 | 7.18% | 38,572 | -2,089 | -5.1% | -$77.92万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $1,139.73万 | 5.69% | 22,191 | -1,636 | -6.9% | -$84.02万 | 减仓 |
| NVDA | NVIDIA CORP COM | $1,002.23万 | 5.00% | 50,089 | 12,371 | 32.8% | $247.53万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACTU | $927.11万 | 4.63% | 19,413 | 520 | 2.8% | $24.83万 | 加仓 |
| ASML | ASML HOLDING N.V. | $818.85万 | 4.09% | 4,116 | 362 | 9.6% | $72.02万 | 加仓 |
| GE | GENERAL ELECTRIC COMPANY | $816.38万 | 4.08% | 21,844 | -1,305 | -5.6% | -$48.77万 | 减仓 |
| V | VISA INC | $698.46万 | 3.49% | 20,358 | -1,326 | -6.1% | -$45.49万 | 减仓 |
| META | META PLATFORMS INC | $664.96万 | 3.32% | 11,805 | -3,214 | -21.4% | -$181.04万 | 减仓 |
| MS | MORGAN STANLEY | $653.58万 | 3.26% | 31,266 | -1,161 | -3.6% | -$24.27万 | 减仓 |
| PWR | QUANTA SERVICES INC | $542.12万 | 2.71% | 7,529 | -2,131 | -22.1% | -$153.44万 | 减仓 |
| DXCM | DEXCOM INC | $520.84万 | 2.60% | 77,334 | 8,686 | 12.7% | $58.50万 | 加仓 |
| ETN | EATON CORPORATION | $520.51万 | 2.60% | 12,215 | 1,884 | 18.2% | $80.28万 | 加仓 |
| MSGE | MADISON SQUARE GARDEN ENTERTAI | $501.82万 | 2.51% | 62,037 | 25,066 | 67.8% | $202.76万 | 加仓 |
| MCK | MCKESSON HBOC INC COM | $489.10万 | 2.44% | 6,473 | 6,473 | — | $489.10万 | 新建仓 |
| VVV | VALVOLINE INC | $468.88万 | 2.34% | 118,584 | -1,277 | -1.1% | -$5.05万 | 减仓 |
| SPGI | S&P GLOBAL INC | $405.55万 | 2.03% | 9,958 | -227 | -2.2% | -$9.24万 | 减仓 |
| SARO | STANDARDAERO INC | $396.02万 | 1.98% | 132,404 | 132,404 | — | $396.02万 | 新建仓 |
| AVGO | BROADCOM INC | $395.66万 | 1.98% | 10,474 | 5,865 | 127.3% | $221.55万 | 加仓 |
| NFLX | NETFLIX INC | $387.08万 | 1.93% | 54,213 | 1,847 | 3.5% | $13.19万 | 加仓 |
| HGTY | HAGERTY INC CL A | $367.62万 | 1.84% | 308,405 | -17,100 | -5.3% | -$20.38万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $366.32万 | 1.83% | 50,765 | -271 | -0.5% | -$1.96万 | 减仓 |
| PLMR | PALOMAR HOLDINGS INC | $325.53万 | 1.63% | 25,756 | -1,068 | -4.0% | -$13.50万 | 减仓 |
| CASY | CASEYS GENERAL STORES INC | $305.28万 | 1.52% | 3,841 | -1,477 | -27.8% | -$117.39万 | 减仓 |
| DIS | THE WALT DISNEY COMPANY | $281.80万 | 1.41% | 29,278 | 29,278 | — | $281.80万 | 新建仓 |
| DKNG | DRAFTKINGS INC | $235.54万 | 1.18% | 93,246 | -4,975 | -5.1% | -$12.57万 | 减仓 |
| TOST | TOAST INC CL A | $232.07万 | 1.16% | 83,417 | 83,417 | — | $232.07万 | 新建仓 |
| VCEL | VERICEL CORP | $228.72万 | 1.14% | 51,409 | 51,409 | — | $228.72万 | 新建仓 |
| TTEK | TETRA TECH INC | $222.12万 | 1.11% | 76,885 | -26,310 | -25.5% | -$76.01万 | 减仓 |
| ISRG | INTUITIVE SURGICAL | $200.43万 | 1.00% | 5,040 | -252 | -4.8% | -$10.02万 | 减仓 |
| AVPT | AVEPOINT INC CL A | $197.49万 | 0.99% | 176,175 | 176,175 | — | $197.49万 | 新建仓 |
| FDXF | FEDEX FGHT HOLDING CO INC COMM | $196.69万 | 0.98% | 13,026 | 13,026 | — | $196.69万 | 新建仓 |
| FPS | FORGENT POWER SOLUTIONS INC C | $189.19万 | 0.94% | 33,869 | 33,869 | — | $189.19万 | 新建仓 |
| — | RHEINMETALL AG UNSPONSORD ADR | $183.95万 | 0.92% | 8,122 | -7,325 | -47.4% | -$165.90万 | 减仓 |
| VIK | VIKING HOLDINGS LTD | $174.38万 | 0.87% | 16,660 | 16,660 | — | $174.38万 | 新建仓 |
| BAC | BANK OF AMERICA CORP | $161.01万 | 0.80% | 28,257 | 28,257 | — | $161.01万 | 新建仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $73.41万 | 0.37% | 983 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE COMPUTER | $43.55万 | 0.22% | 1,505 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INCORPORATED | $33.59万 | 0.17% | 3,827 | -400 | -9.5% | -$3.51万 | 减仓 |
| LMT | LOCKHEED MARTIN CORPORATION | $33.11万 | 0.17% | 650 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TRUST | $27.85万 | 0.14% | 756 | -28 | -3.6% | -$1.03万 | 减仓 |
| TJX | THE TJX COMPANIES INC | $26.51万 | 0.13% | 1,750 | -400 | -18.6% | -$6.06万 | 减仓 |
| LAMR | LAMAR ADVERTISING COMPANY | $23.52万 | 0.12% | 1,508 | -350 | -18.8% | -$5.46万 | 减仓 |
| — | EURONET WORLDWIDE INC - PUTABL | $22.48万 | 0.11% | 282,000 | 56,000 | 24.8% | $4.46万 | 加仓 |
| SHW | THE SHERWIN WILLIAMS COMPANY | $21.52万 | 0.11% | 625 | -225 | -26.5% | -$7.75万 | 减仓 |
| WELL | WELLTOWER INC | $21.11万 | 0.11% | 930 | 930 | — | $21.11万 | 新建仓 |
| — | APYX MEDICAL CORPORATION | $4.49万 | 0.02% | 10,000 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL | $0 | 0.00% | 0 | -152,747 | -100.0% | -$488.94万 | 清仓 |
| ABT | ABBOTT LABORATORIES | $0 | 0.00% | 0 | -43,877 | -100.0% | -$450.49万 | 清仓 |
| TDG | TRANSDIGM GROUP INC | $0 | 0.00% | 0 | -3,688 | -100.0% | -$427.42万 | 清仓 |
| RKT | ROCKET COS INC CL A | $0 | 0.00% | 0 | -273,725 | -100.0% | -$390.06万 | 清仓 |
| WYNN | WYNN RESORTS LTD | $0 | 0.00% | 0 | -36,846 | -100.0% | -$374.17万 | 清仓 |
| PODD | INSULET CORP | $0 | 0.00% | 0 | -15,164 | -100.0% | -$318.20万 | 清仓 |
| OLLI | OLLIES BARGAIN OUTLET HOLDINGS | $0 | 0.00% | 0 | -34,395 | -100.0% | -$316.57万 | 清仓 |
| SCCO | SOUTHERN COPPER CORP | $0 | 0.00% | 0 | -18,310 | -100.0% | -$315.04万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -47,957 | -100.0% | -$300.93万 | 清仓 |
| PEN | PENUMBRA INC | $0 | 0.00% | 0 | -5,178 | -100.0% | -$170.03万 | 清仓 |
| — | HONEYWELL INTL INC COM | $0 | 0.00% | 0 | -1,255 | -100.0% | -$28.37万 | 清仓 |
| COST | COSTCO WHOLESALE CORPORATION | $0 | 0.00% | 0 | -203 | -100.0% | -$20.23万 | 清仓 |