EagleClaw Capital Managment, LLC
BOSTON MA · SEC CIK 0001607636
$7.14亿2026Q1 申报市值
145持仓数
35.0%前十大占比 · 第一大 10.1%
6 / 6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
AJG 加仓+$421.90万
MSFT 加仓+$349.81万
XYL 新建仓+$291.28万
AAPL 加仓+$286.40万
TPL 加仓+$261.29万
2026Q1 卖出最多 按季末市值估算
NVDA 减仓-$234.57万
AIG 减仓-$176.12万
POTLATCHDELTIC C 清仓-$171.95万
PYPL 减仓-$162.60万
CI 减仓-$153.97万
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 |
|---|---|---|---|---|---|---|---|---|
| TPL | TEXAS PACIFIC LAND CORPORATI | $7,208.28万 | 10.09% | 151,894 | 5,506 | 3.8% | $261.29万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $3,304.03万 | 4.63% | 189,451 | -13,450 | -6.6% | -$234.57万 | 减仓 |
| AAPL | APPLE INC | $2,517.85万 | 3.53% | 99,210 | 11,285 | 12.8% | $286.40万 | 加仓 |
| NKE | NIKE INC | $2,071.23万 | 2.90% | 392,130 | -9,984 | -2.5% | -$52.74万 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $1,950.59万 | 2.73% | 148,889 | -6,123 | -4.0% | -$80.22万 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $1,877.15万 | 2.63% | 355,791 | 22,950 | 6.9% | $121.08万 | 加仓 |
| ABBV | ABBVIE INC | $1,571.02万 | 2.20% | 72,234 | 740 | 1.0% | $16.09万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,548.54万 | 2.17% | 52,643 | -113 | -0.2% | -$3.32万 | 减仓 |
| GOOG | ALPHABET INC | $1,519.99万 | 2.13% | 52,987 | -2,025 | -3.7% | -$58.09万 | 减仓 |
| HD | HOME DEPOT INC | $1,449.18万 | 2.03% | 44,063 | -13 | -0.0% | -$4,276 | 减仓 |
| LB | LANDBRIDGE COMPANY LLC | $1,442.83万 | 2.02% | 208,955 | 8,075 | 4.0% | $55.76万 | 加仓 |
| LIN | LINDE PLC | $1,421.10万 | 1.99% | 28,665 | -510 | -1.7% | -$25.28万 | 减仓 |
| ETN | EATON CORP PLC | $1,405.93万 | 1.97% | 39,308 | -2,500 | -6.0% | -$89.42万 | 减仓 |
| CVX | CHEVRON CORPORATION | $1,382.56万 | 1.94% | 66,822 | -1,568 | -2.3% | -$32.44万 | 减仓 |
| CAT | CATERPILLAR INC | $1,324.47万 | 1.85% | 18,695 | -1,395 | -6.9% | -$98.83万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $1,297.65万 | 1.82% | 14,495 | -663 | -4.4% | -$59.35万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $1,284.77万 | 1.80% | 80,138 | 4,025 | 5.3% | $64.53万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $1,184.39万 | 1.66% | 40,772 | 509 | 1.3% | $14.79万 | 加仓 |
| FNV | FRANCO NEV CORP | $1,166.42万 | 1.63% | 47,214 | -810 | -1.7% | -$20.01万 | 减仓 |
| CME | CME GROUP INC | $1,150.54万 | 1.61% | 38,955 | -119 | -0.3% | -$3.51万 | 减仓 |
| CACI | CACI INTL INC | $1,150.01万 | 1.61% | 21,145 | -249 | -1.2% | -$13.54万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $1,086.25万 | 1.52% | 69,065 | 189 | 0.3% | $2.97万 | 加仓 |
| TJX | TJX COS INC NEW | $1,052.66万 | 1.47% | 65,915 | -1,695 | -2.5% | -$27.07万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,041.08万 | 1.46% | 28,124 | 9,450 | 50.6% | $349.81万 | 加仓 |
| AMZN | AMAZON COM INC | $1,024.77万 | 1.43% | 49,204 | -500 | -1.0% | -$10.41万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $986.06万 | 1.38% | 2,342 | -31 | -1.3% | -$13.05万 | 减仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $940.72万 | 1.32% | 313,677 | 12,487 | 4.1% | $37.45万 | 加仓 |
| LOW | LOWES COS INC | $914.21万 | 1.28% | 38,692 | -875 | -2.2% | -$20.67万 | 减仓 |
| ORCL | ORACLE CORP | $868.79万 | 1.22% | 59,057 | 1,450 | 2.5% | $21.33万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $862.04万 | 1.21% | 14,263 | -239 | -1.6% | -$14.44万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $856.13万 | 1.20% | 145,650 | -1,450 | -1.0% | -$8.52万 | 减仓 |
| UNP | UNION PAC CORP | $811.93万 | 1.14% | 33,465 | 50 | 0.1% | $1.21万 | 加仓 |
| V | VISA INC | $720.81万 | 1.01% | 23,849 | -3 | -0.0% | -$907 | 减仓 |
| WMB | WILLIAMS COS INC | $716.86万 | 1.00% | 98,497 | -875 | -0.9% | -$6.37万 | 减仓 |
| FDX | FEDEX CORP | $699.25万 | 0.98% | 19,632 | -275 | -1.4% | -$9.79万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $612.44万 | 0.86% | 18,725 | -565 | -2.9% | -$18.48万 | 减仓 |
| BA | BOEING CO | $587.24万 | 0.82% | 29,505 | -150 | -0.5% | -$2.99万 | 减仓 |
| HE | HAWAIIAN ELEC INDS INC MTN B | $550.04万 | 0.77% | 370,650 | 7,100 | 2.0% | $10.54万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $546.51万 | 0.77% | 22,358 | -938 | -4.0% | -$22.93万 | 减仓 |
| WBI | WATERBRIDGE INFRASTRUCTURE L | $536.34万 | 0.75% | 200,200 | 80,375 | 67.1% | $215.32万 | 加仓 |
| MSB | MESABI TR | $534.79万 | 0.75% | 169,775 | 2,550 | 1.5% | $8.03万 | 加仓 |
| QCOM | QUALCOMM INC | $488.08万 | 0.68% | 37,900 | -4,550 | -10.7% | -$58.59万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $482.97万 | 0.68% | 22,300 | 19,480 | 690.8% | $421.90万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $472.32万 | 0.66% | 19,486 | 344 | 1.8% | $8.34万 | 加仓 |
| INFL | LISTED FDS TR | $459.70万 | 0.64% | 88,302 | 1,697 | 2.0% | $8.83万 | 加仓 |
| GOOGL | ALPHABET INC | $458.86万 | 0.64% | 15,957 | -1,930 | -10.8% | -$55.50万 | 减仓 |
| RIO | RIO TINTO PLC | $443.64万 | 0.62% | 47,555 | -250 | -0.5% | -$2.33万 | 减仓 |
| WM | WASTE MGMT INC DEL | $421.00万 | 0.59% | 18,321 | -10 | -0.1% | -$2,298 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $411.44万 | 0.58% | 8,586 | -20 | -0.2% | -$9,584 | 减仓 |
| NVS | NOVARTIS AG | $409.92万 | 0.57% | 26,836 | -846 | -3.1% | -$12.92万 | 减仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $388.73万 | 0.54% | 12,095 | -150 | -1.2% | -$4.82万 | 减仓 |
| MRK | MERCK & CO INC | $380.57万 | 0.53% | 31,638 | -325 | -1.0% | -$3.91万 | 减仓 |
| EMR | EMERSON ELEC CO | $343.62万 | 0.48% | 26,226 | -1,325 | -4.8% | -$17.36万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $329.77万 | 0.46% | 7,385 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $320.13万 | 0.45% | 24,252 | -288 | -1.2% | -$3.80万 | 减仓 |
| PFE | PFIZER INC | $311.81万 | 0.44% | 111,043 | 82,275 | 286.0% | $231.03万 | 加仓 |
| SYY | SYSCO CORP | $311.61万 | 0.44% | 43,685 | -800 | -1.8% | -$5.71万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $307.50万 | 0.43% | 36,079 | -1,091 | -2.9% | -$9.30万 | 减仓 |
| MSTR | STRATEGY INC | $302.33万 | 0.42% | 24,225 | -200 | -0.8% | -$2.50万 | 减仓 |
| XYL | XYLEM INC | $291.28万 | 0.41% | 24,375 | 24,375 | — | $291.28万 | 新建仓 |
| BDX | BECTON DICKINSON & CO | $286.08万 | 0.40% | 18,195 | -4,476 | -19.7% | -$70.38万 | 减仓 |
| — | HONEYWELL INTL INC | $284.02万 | 0.40% | 12,566 | 10 | 0.1% | $2,260 | 加仓 |
| MDT | MEDTRONIC PLC | $283.75万 | 0.40% | 32,747 | 600 | 1.9% | $5.20万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $280.13万 | 0.39% | 8,732 | 300 | 3.6% | $9.62万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $276.68万 | 0.39% | 5,629 | -605 | -9.7% | -$29.74万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $270.68万 | 0.38% | 27,513 | -5,303 | -16.2% | -$52.17万 | 减仓 |
| BAC | BANK AMERICA CORP | $249.30万 | 0.35% | 51,139 | -1,725 | -3.3% | -$8.41万 | 减仓 |
| SNY | SANOFI SA | $244.92万 | 0.34% | 50,835 | -550 | -1.1% | -$2.65万 | 减仓 |
| — | HOLOGIC INC | $241.77万 | 0.34% | 31,984 | -1,848 | -5.5% | -$13.97万 | 减仓 |
| NVO | NOVO-NORDISK A S | $235.94万 | 0.33% | 64,200 | -450 | -0.7% | -$1.65万 | 减仓 |
| MTG | MGIC INVT CORP WIS | $235.07万 | 0.33% | 89,550 | -250 | -0.3% | -$6,563 | 减仓 |
| CI | THE CIGNA GROUP | $224.84万 | 0.31% | 8,429 | -5,772 | -40.6% | -$153.97万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $223.42万 | 0.31% | 44,400 | -1,075 | -2.4% | -$5.41万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $222.54万 | 0.31% | 36,693 | -7,725 | -17.4% | -$46.85万 | 减仓 |
| MKC | MCCORMICK & CO INC | $214.55万 | 0.30% | 42,535 | 4,340 | 11.4% | $21.89万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $213.80万 | 0.30% | 11,140 | 985 | 9.7% | $18.90万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $180.14万 | 0.25% | 19,395 | -530 | -2.7% | -$4.92万 | 减仓 |
| APTV | APTIV PLC | $174.00万 | 0.24% | 25,057 | -7,860 | -23.9% | -$54.58万 | 减仓 |
| LLY | ELI LILLY & CO | $165.28万 | 0.23% | 1,797 | 27 | 1.5% | $2.48万 | 加仓 |
| AFL | AFLAC INC | $162.51万 | 0.23% | 14,813 | -2,800 | -15.9% | -$30.72万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $154.11万 | 0.22% | 2,579 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $143.02万 | 0.20% | 8,430 | -1,020 | -10.8% | -$17.31万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $137.20万 | 0.19% | 17,442 | 200 | 1.2% | $1.57万 | 加仓 |
| CSGP | COSTAR GROUP INC | $136.15万 | 0.19% | 33,750 | -400 | -1.2% | -$1.61万 | 减仓 |
| DE | DEERE & CO | $133.50万 | 0.19% | 2,370 | 25 | 1.1% | $1.41万 | 加仓 |
| VO | VANGUARD INDEX FDS | $131.10万 | 0.18% | 4,565 | -200 | -4.2% | -$5.74万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $128.08万 | 0.18% | 9,190 | -200 | -2.1% | -$2.79万 | 减仓 |
| GEN | GEN DIGITAL INC | $127.95万 | 0.18% | 67,950 | -52,650 | -43.7% | -$99.14万 | 减仓 |
| KO | COCA COLA CO | $122.28万 | 0.17% | 16,079 | -250 | -1.5% | -$1.90万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $122.01万 | 0.17% | 8,447 | -478 | -5.4% | -$6.90万 | 减仓 |
| RYN | RAYONIER INC | $120.41万 | 0.17% | 58,397 | 58,397 | — | $120.41万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $119.69万 | 0.17% | 6,165 | -3,555 | -36.6% | -$69.02万 | 减仓 |
| PEP | PEPSICO INC | $116.62万 | 0.16% | 7,510 | 50 | 0.7% | $7,765 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $113.61万 | 0.16% | 1,747 | 120 | 7.4% | $7.80万 | 加仓 |
| SLB | SLB LIMITED | $107.71万 | 0.15% | 20,959 | -1,225 | -5.5% | -$6.30万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $103.26万 | 0.14% | 2,240 | -70 | -3.0% | -$3.23万 | 减仓 |
| — | GEOSPACE TECHNOLOGIES CORP | $100.06万 | 0.14% | 82,015 | 20,865 | 34.1% | $25.46万 | 加仓 |
| — | LISTED FDS TR | $90.49万 | 0.13% | 29,440 | 5,690 | 24.0% | $17.49万 | 加仓 |
| CLNE | CLEAN ENERGY FUELS CORP | $86.95万 | 0.12% | 350,600 | 104,975 | 42.7% | $26.03万 | 加仓 |
| IJH | ISHARES TR | $80.97万 | 0.11% | 11,990 | 0 | 0.0% | — | 不变 |