ISTHMUS PARTNERS, LLC
MADISON WI · SEC CIK 0001639666
$10.34亿2026Q2 申报市值
226持仓数
23.8%前十大占比 · 第一大 4.7%
19 / 10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
DVN 新建仓+$1,132.30万
AMCR 新建仓+$1,094.48万
CPRT 新建仓+$1,073.06万
VRSK 新建仓+$762.54万
ADBE 新建仓+$676.28万
2026Q2 卖出最多 按季末市值估算
ALSN 减仓-$1,471.02万
Coterra Energy I 清仓-$1,370.81万
Amcor PLC F 清仓-$1,171.35万
BAH 清仓-$993.45万
AMAT 减仓-$835.72万
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 |
|---|---|---|---|---|---|---|---|---|
| — | Coterra Energy Inc | $0 | 0.00% | 0 | -390,100 | -100.0% | -$1,370.81万 | 清仓 |
| — | Amcor PLC F | $0 | 0.00% | 0 | -294,680 | -100.0% | -$1,171.35万 | 清仓 |
| BAH | Booz Allen Hamilton Holding Corp. | $0 | 0.00% | 0 | -127,317 | -100.0% | -$993.45万 | 清仓 |
| EMBC | Embecta Corp. | $0 | 0.00% | 0 | -146,342 | -100.0% | -$129.37万 | 清仓 |
| USB | U.S. Bancorp. | $0 | 0.00% | 0 | -12,646 | -100.0% | -$65.77万 | 清仓 |
| — | Otc Markets Group Inc | $0 | 0.00% | 0 | -12,066 | -100.0% | -$64.59万 | 清仓 |
| TWST | Twist Bioscience Corporation | $0 | 0.00% | 0 | -9,145 | -100.0% | -$43.46万 | 清仓 |
| WEX | WEX Inc | $0 | 0.00% | 0 | -2,549 | -100.0% | -$39.01万 | 清仓 |
| EXPO | Exponent Inc | $0 | 0.00% | 0 | -3,390 | -100.0% | -$22.12万 | 清仓 |
| PSX | Phillips 66 | $0 | 0.00% | 0 | -1,110 | -100.0% | -$20.22万 | 清仓 |
| — | AIRJOULE TECHNOLOGIES CORP | $9.42万 | 0.01% | 17,000 | 0 | 0.0% | — | 不变 |
| TMC | TMC THE METALS COMPANY INC | $10.05万 | 0.01% | 22,696 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $20.12万 | 0.02% | 590 | 590 | — | $20.12万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $20.21万 | 0.02% | 216 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE CORP NEW | $20.38万 | 0.02% | 2,120 | 2,120 | — | $20.38万 | 新建仓 |
| CRM | SALESFORCE INC | $20.40万 | 0.02% | 1,302 | 19 | 1.5% | $2,977 | 加仓 |
| DOV | DOVER CORP | $20.68万 | 0.02% | 922 | 922 | — | $20.68万 | 新建仓 |
| CARR | CARRIER GLOBAL CORPORATION | $21.27万 | 0.02% | 2,900 | 2,900 | — | $21.27万 | 新建仓 |
| RTX | RTX CORPORATION | $22.12万 | 0.02% | 1,166 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $22.23万 | 0.02% | 3,902 | 3,902 | — | $22.23万 | 新建仓 |
| NOC | NORTHROP GRUMMAN CORP | $22.92万 | 0.02% | 450 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $23.30万 | 0.02% | 2,057 | -39 | -1.9% | -$4,417 | 减仓 |
| HD | HOME DEPOT INC | $23.63万 | 0.02% | 670 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $23.70万 | 0.02% | 582 | 0 | 0.0% | — | 不变 |
| GDDY | GODADDY INC | $23.77万 | 0.02% | 2,801 | 2,801 | — | $23.77万 | 新建仓 |
| HLIO | HELIOS TECHNOLOGIES INC | $23.81万 | 0.02% | 2,668 | 2,668 | — | $23.81万 | 新建仓 |
| GEV | GE VERNOVA INC | $23.97万 | 0.02% | 204 | 204 | — | $23.97万 | 新建仓 |
| CLB | CORE LABORATORIES INC | $24.26万 | 0.02% | 20,823 | 6,314 | 43.5% | $7.36万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $24.86万 | 0.02% | 2,129 | 0 | 0.0% | — | 不变 |
| TDG | TRANSDIGM GROUP INC | $24.91万 | 0.02% | 187 | 0 | 0.0% | — | 不变 |
| MGY | MAGNOLIA OIL & GAS CORP | $26.48万 | 0.03% | 10,353 | 744 | 7.7% | $1.90万 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SV | $26.89万 | 0.03% | 6,917 | -280 | -3.9% | -$1.09万 | 减仓 |
| IJR | ISHARES TR | $27.57万 | 0.03% | 1,859 | 0 | 0.0% | — | 不变 |
| TMFC | RBB FD INC | $28.63万 | 0.03% | 3,760 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $28.65万 | 0.03% | 1,211 | 0 | 0.0% | — | 不变 |
| MATV | MATIV HOLDINGS INC | $28.88万 | 0.03% | 38,147 | -67 | -0.2% | -$507 | 减仓 |
| OVV | OVINTIV INC | $29.04万 | 0.03% | 5,516 | 364 | 7.1% | $1.92万 | 加仓 |
| COP | CONOCOPHILLIPS | $29.10万 | 0.03% | 2,799 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $29.35万 | 0.03% | 1,356 | 0 | 0.0% | — | 不变 |
| FERG | FERGUSON ENTERPRISES INC | $29.62万 | 0.03% | 1,248 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $30.50万 | 0.03% | 816 | 0 | 0.0% | — | 不变 |
| FCN | FTI CONSULTING INC | $31.68万 | 0.03% | 2,126 | 387 | 22.3% | $5.77万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $32.46万 | 0.03% | 3,525 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $32.56万 | 0.03% | 795 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $32.85万 | 0.03% | 3,620 | 1,000 | 38.2% | $9.07万 | 加仓 |
| HDSN | HUDSON TECHNOLOGIES INC | $32.98万 | 0.03% | 57,456 | 14,059 | 32.4% | $8.07万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $33.15万 | 0.03% | 1,657 | -92 | -5.3% | -$1.84万 | 减仓 |
| MKL | MARKEL GROUP INC | $33.20万 | 0.03% | 170 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $33.76万 | 0.03% | 707 | -100 | -12.4% | -$4.78万 | 减仓 |
| J | JACOBS SOLUTIONS INC | $33.92万 | 0.03% | 2,692 | 443 | 19.7% | $5.58万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $34.00万 | 0.03% | 495 | 495 | — | $34.00万 | 新建仓 |
| LLY | ELI LILLY & CO | $34.78万 | 0.03% | 290 | 25 | 9.4% | $3.00万 | 加仓 |
| IWM | ISHARES TR | $35.09万 | 0.03% | 1,168 | 312 | 36.4% | $9.37万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $35.16万 | 0.03% | 1,300 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $36.29万 | 0.04% | 2,058 | 0 | 0.0% | — | 不变 |
| SUB | ISHARES TR | $36.97万 | 0.04% | 3,472 | 0 | 0.0% | — | 不变 |
| DOX | AMDOCS LTD | $37.52万 | 0.04% | 7,424 | 1,547 | 26.3% | $7.82万 | 加仓 |
| CMC | COMMERCIAL METALS CO | $38.40万 | 0.04% | 6,120 | 514 | 9.2% | $3.23万 | 加仓 |
| CSCO | CISCO SYS INC | $38.98万 | 0.04% | 3,319 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $39.42万 | 0.04% | 1,415 | 0 | 0.0% | — | 不变 |
| — | HYPERFINE INC | $42.30万 | 0.04% | 313,350 | 0 | 0.0% | — | 不变 |
| ALGN | ALIGN TECHNOLOGY INC | $42.32万 | 0.04% | 2,509 | 348 | 16.1% | $5.87万 | 加仓 |
| REXR | REXFORD INDL RLTY INC | $42.70万 | 0.04% | 12,745 | 1,957 | 18.1% | $6.56万 | 加仓 |
| AVY | AVERY DENNISON CORP | $43.57万 | 0.04% | 2,684 | 476 | 21.6% | $7.73万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $43.60万 | 0.04% | 1,947 | 0 | 0.0% | — | 不变 |
| JKHY | HENRY JACK & ASSOC INC | $44.10万 | 0.04% | 3,202 | 682 | 27.1% | $9.39万 | 加仓 |
| AGCO | AGCO CORP | $45.22万 | 0.04% | 3,778 | 706 | 23.0% | $8.45万 | 加仓 |
| MTN | VAIL RESORTS INC | $45.37万 | 0.04% | 3,332 | 418 | 14.3% | $5.69万 | 加仓 |
| LRN | STRIDE INC | $46.65万 | 0.05% | 5,409 | 562 | 11.6% | $4.85万 | 加仓 |
| NDSN | NORDSON CORP | $46.73万 | 0.05% | 1,549 | 129 | 9.1% | $3.89万 | 加仓 |
| VVV | VALVOLINE INC | $46.80万 | 0.05% | 11,836 | 1,045 | 9.7% | $4.13万 | 加仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $47.09万 | 0.05% | 3,000 | 602 | 25.1% | $9.45万 | 加仓 |
| BMO | BANK MONTREAL MEDIUM | $47.20万 | 0.05% | 2,671 | -220 | -7.6% | -$3.89万 | 减仓 |
| SNA | SNAP ON INC | $47.72万 | 0.05% | 1,186 | 98 | 9.0% | $3.94万 | 加仓 |
| URI | UNITED RENTALS INC | $47.81万 | 0.05% | 422 | 0 | 0.0% | — | 不变 |
| FHN | FIRST HORIZON CORPORATION | $48.00万 | 0.05% | 18,720 | 1,485 | 8.6% | $3.81万 | 加仓 |
| PPLT | ABRDN PLATINUM ETF TRUST | $48.25万 | 0.05% | 34,150 | -600 | -1.7% | -$8,478 | 减仓 |
| CPER | UNITED STS COMMODITY INDEX F | $48.29万 | 0.05% | 12,800 | 0 | 0.0% | — | 不变 |
| CBSH | COMMERCE BANCSHARES INC | $48.52万 | 0.05% | 8,402 | 703 | 9.1% | $4.06万 | 加仓 |
| AYI | ACUITY INC | $49.91万 | 0.05% | 1,325 | 0 | 0.0% | — | 不变 |
| HALO | HALOZYME THERAPEUTICS INC | $50.69万 | 0.05% | 6,476 | 505 | 8.5% | $3.95万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $51.14万 | 0.05% | 1,020 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $51.55万 | 0.05% | 733 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $51.78万 | 0.05% | 3,124 | 0 | 0.0% | — | 不变 |
| TNC | TENNANT CO | $52.52万 | 0.05% | 6,000 | 0 | 0.0% | — | 不变 |
| WCC | WESCO INTL INC | $52.61万 | 0.05% | 1,523 | 104 | 7.3% | $3.59万 | 加仓 |
| ACWX | ISHARES TR | $52.80万 | 0.05% | 6,937 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $53.31万 | 0.05% | 6,074 | 0 | 0.0% | — | 不变 |
| DOC | HEALTHPEAK PROPERTIES INC | $53.70万 | 0.05% | 25,093 | 1,884 | 8.1% | $4.03万 | 加仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $56.15万 | 0.05% | 2,330 | 160 | 7.4% | $3.86万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $56.33万 | 0.05% | 1,300 | -100 | -7.1% | -$4.33万 | 减仓 |
| CROX | CROCS INC | $59.15万 | 0.06% | 4,903 | 349 | 7.7% | $4.21万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $61.39万 | 0.06% | 2,183 | 0 | 0.0% | — | 不变 |
| — | DOCGO INC | $61.52万 | 0.06% | 1,191,977 | 178,921 | 17.7% | $9.23万 | 加仓 |
| AGG | ISHARES TR | $62.26万 | 0.06% | 6,290 | -404 | -6.0% | -$4.00万 | 减仓 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $66.10万 | 0.06% | 5,987 | 5,987 | — | $66.10万 | 新建仓 |
| ETN | EATON CORP PLC | $72.23万 | 0.07% | 1,695 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $72.92万 | 0.07% | 965 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $73.31万 | 0.07% | 2,870 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $77.05万 | 0.07% | 14,410 | 0 | 0.0% | — | 不变 |