One Madison Group LLC
NEW YORK NY · SEC CIK 0001728278
$10.40亿2026Q2 申报市值
27持仓数
58.2%前十大占比 · 第一大 7.6%
3 / 4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
JCI 加仓+$4,500.19万
DPC 新建仓+$3,924.80万
JHX 加仓+$2,418.25万
SPCX 新建仓+$1,708.60万
CBRS 新建仓+$1,431.55万
2026Q2 卖出最多 按季末市值估算
NVDA 清仓-$2,790.40万
FERG 清仓-$1,866.08万
ORLY 减仓-$1,841.80万
MLM 减仓-$1,787.77万
DDOG 清仓-$1,663.32万
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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $0 | 0.00% | 0 | -160,000 | -100.0% | -$2,790.40万 | 清仓 |
| FERG | FERGUSON ENTERPRISES INC | $0 | 0.00% | 0 | -80,000 | -100.0% | -$1,866.08万 | 清仓 |
| DDOG | DATADOG INC | $0 | 0.00% | 0 | -140,900 | -100.0% | -$1,663.32万 | 清仓 |
| CLH | CLEAN HARBORS INC | $0 | 0.00% | 0 | -24,160 | -100.0% | -$692.74万 | 清仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $184.18万 | 0.18% | 20,000 | -200,000 | -90.9% | -$1,841.80万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $1,032.96万 | 0.99% | 30,000 | -40,000 | -57.1% | -$1,377.28万 | 减仓 |
| NFLX | NETFLIX INC. | $1,213.80万 | 1.17% | 170,000 | -90,000 | -34.6% | -$642.60万 | 减仓 |
| CBRS | CEREBRAS SYSTEMS INC | $1,431.55万 | 1.38% | 64,776 | 64,776 | — | $1,431.55万 | 新建仓 |
| META | META PLATFORMS INC | $1,639.17万 | 1.58% | 29,100 | 24,100 | 482.0% | $1,357.53万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $1,708.60万 | 1.64% | 100,000 | 100,000 | — | $1,708.60万 | 新建仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $1,836.52万 | 1.77% | 40,000 | -3,000 | -7.0% | -$137.74万 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $2,171.65万 | 2.09% | 249,500 | 30,125 | 13.7% | $262.21万 | 加仓 |
| JHX | JAMES HARDIE INDS PLC | $2,618.00万 | 2.52% | 1,000,000 | 923,700 | 1,210.6% | $2,418.25万 | 加仓 |
| HEI | HEICO CORP NEW | $2,849.52万 | 2.74% | 80,000 | 5,000 | 6.7% | $178.09万 | 加仓 |
| APG | API GROUP CORP | $3,176.25万 | 3.05% | 750,000 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA MATLS INC | $3,460.20万 | 3.33% | 60,000 | -31,000 | -34.1% | -$1,787.77万 | 减仓 |
| UNP | UNION PAC CORP | $3,536.00万 | 3.40% | 130,000 | 11,270 | 9.5% | $306.54万 | 加仓 |
| RACE | FERRARI N V | $3,909.05万 | 3.76% | 105,000 | 5,000 | 5.0% | $186.15万 | 加仓 |
| DPC | DPC HOLDINGS PLC | $3,924.80万 | 3.77% | 800,000 | 800,000 | — | $3,924.80万 | 新建仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $3,965.52万 | 3.81% | 120,000 | -3,040 | -2.5% | -$100.46万 | 减仓 |
| GE | GE AEROSPACE | $4,821.12万 | 4.63% | 129,000 | -4,530 | -3.4% | -$169.30万 | 减仓 |
| WWD | WOODWARD INC | $5,105.28万 | 4.91% | 120,000 | 19,640 | 19.6% | $835.56万 | 加仓 |
| GOOG | ALPHABET INC | $5,123.28万 | 4.92% | 145,000 | -20,000 | -12.1% | -$706.66万 | 减仓 |
| RBC | RBC BEARINGS INC | $5,152.48万 | 4.95% | 80,000 | 20,000 | 33.3% | $1,288.12万 | 加仓 |
| LOAR | LOAR HOLDINGS INC | $5,562.09万 | 5.35% | 690,000 | -5,000 | -0.7% | -$40.30万 | 减仓 |
| GEV | GE VERNOVA INC | $5,639.33万 | 5.42% | 48,000 | -12,000 | -20.0% | -$1,409.83万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $5,844.40万 | 5.62% | 400,000 | 308,000 | 334.8% | $4,500.19万 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $5,874.53万 | 5.65% | 235,000 | 21,000 | 9.8% | $524.96万 | 加仓 |
| AMZN | AMAZON COM INC | $7,150.20万 | 6.87% | 300,000 | 30,000 | 11.1% | $715.02万 | 加仓 |
| XPO | XPO INC | $7,187.20万 | 6.91% | 350,100 | 13,400 | 4.0% | $275.09万 | 加仓 |
| CR | CRANE COMPANY | $7,918.98万 | 7.61% | 355,000 | -4,520 | -1.3% | -$100.83万 | 减仓 |