ISTHMUS PARTNERS, LLC
MADISON WI · SEC CIK 0001639666
$9.53亿2026Q1 申报市值
217持仓数
22.4%前十大占比 · 第一大 4.9%
16 / 15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
IEFA 新建仓+$4,624.53万
SPEM 新建仓+$1,629.09万
PAYX 新建仓+$1,155.99万
VLTO 新建仓+$1,154.61万
GVI 新建仓+$614.39万
2026Q1 卖出最多 按季末市值估算
INTC 减仓-$947.45万
AMAT 减仓-$901.61万
LKQ 清仓-$896.32万
CHRW 减仓-$871.98万
COR 减仓-$458.96万
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 |
|---|---|---|---|---|---|---|---|---|
| TMFC | RBB Fund Inc | $24.80万 | 0.03% | 3,760 | 0 | 0.0% | — | 不变 |
| SPGI | S&P Global Inc | $24.75万 | 0.03% | 582 | -40 | -6.4% | -$1.70万 | 减仓 |
| WEC | WEC Energy Group Inc. | $24.65万 | 0.03% | 2,129 | -131 | -5.8% | -$1.52万 | 减仓 |
| LLY | Eli Lilly & Co. | $24.37万 | 0.03% | 265 | -10 | -3.6% | -$9,198 | 减仓 |
| CLB | Core Laboratories Inc | $24.36万 | 0.03% | 14,509 | 2,027 | 16.2% | $3.40万 | 加仓 |
| CRM | Salesforce Inc. | $23.95万 | 0.03% | 1,283 | 0 | 0.0% | — | 不变 |
| GE | GE Aerospace | $23.16万 | 0.02% | 816 | -5 | -0.6% | -$1,419 | 减仓 |
| IJR | iShares Trust | $23.11万 | 0.02% | 1,859 | 0 | 0.0% | — | 不变 |
| RTX | RTX Corp. | $22.49万 | 0.02% | 1,166 | -100 | -7.9% | -$1.93万 | 减仓 |
| EXPO | Exponent Inc | $22.12万 | 0.02% | 3,390 | 0 | 0.0% | — | 不变 |
| HD | Home Depot Inc. | $22.04万 | 0.02% | 670 | -44 | -6.2% | -$1.45万 | 减仓 |
| TDG | Transdigm Group Inc. | $21.67万 | 0.02% | 187 | 0 | 0.0% | — | 不变 |
| COST | Costco Wholesale Corporation | $21.52万 | 0.02% | 216 | -65 | -23.1% | -$6.48万 | 减仓 |
| IWM | iShares Trust | $21.23万 | 0.02% | 856 | 0 | 0.0% | — | 不变 |
| PSX | Phillips 66 | $20.22万 | 0.02% | 1,110 | 1,110 | — | $20.22万 | 新建仓 |
| TMC | Tmc The Metals Company Inc | $10.60万 | 0.01% | 22,696 | 0 | 0.0% | — | 不变 |
| — | AirJoule Technologies Corporation | $4.27万 | 0.00% | 17,000 | 0 | 0.0% | — | 不变 |
| LKQ | LKQ CORP | $0 | 0.00% | 0 | -296,794 | -100.0% | -$896.32万 | 清仓 |
| — | ALEXANDER & BALDWIN | $0 | 0.00% | 0 | -173,113 | -100.0% | -$357.31万 | 清仓 |
| CASK | MGP INGREDIENTS INC | $0 | 0.00% | 0 | -72,147 | -100.0% | -$175.32万 | 清仓 |
| — | EXACT SCIENCES CORP | $0 | 0.00% | 0 | -12,313 | -100.0% | -$125.05万 | 清仓 |
| EBAY | EBAY INC | $0 | 0.00% | 0 | -9,111 | -100.0% | -$79.36万 | 清仓 |
| UTMD | UTAH MEDICAL PRODUCT | $0 | 0.00% | 0 | -9,233 | -100.0% | -$51.67万 | 清仓 |
| FLS | FLOWSERVE CORP | $0 | 0.00% | 0 | -7,353 | -100.0% | -$51.02万 | 清仓 |
| — | SHELL PLC F SPONSORED ADR 1 ADR REPS 2 ORD SHS | $0 | 0.00% | 0 | -4,720 | -100.0% | -$34.68万 | 清仓 |
| HSIC | SCHEIN HENRY INC | $0 | 0.00% | 0 | -3,526 | -100.0% | -$26.65万 | 清仓 |
| MELI | MERCADOLIBRE INC | $0 | 0.00% | 0 | -128 | -100.0% | -$25.78万 | 清仓 |
| NDAQ | NASDAQ INC | $0 | 0.00% | 0 | -2,550 | -100.0% | -$24.77万 | 清仓 |
| ULTA | ULTA BEAUTY INC | $0 | 0.00% | 0 | -377 | -100.0% | -$22.81万 | 清仓 |
| COF | CAPITAL ONE FINL | $0 | 0.00% | 0 | -900 | -100.0% | -$21.81万 | 清仓 |
| RHI | ROBERT HALF INTL | $0 | 0.00% | 0 | -7,527 | -100.0% | -$20.44万 | 清仓 |
| ICE | INTERCONTINENTAL EXC | $0 | 0.00% | 0 | -1,250 | -100.0% | -$20.25万 | 清仓 |