One Madison Group LLC
NEW YORK NY · SEC CIK 0001728278
$8.66亿2026Q1 申报市值
28持仓数
57.0%前十大占比 · 第一大 7.6%
5 / 4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
NVDA 新建仓+$2,790.40万
FERG 新建仓+$1,866.08万
MLM 加仓+$1,530.57万
JCI 新建仓+$1,204.74万
SHW 加仓+$865.49万
2026Q1 卖出最多 按季末市值估算
TDG 清仓-$2,526.72万
SHOP 清仓-$2,092.61万
BX 清仓-$2,080.89万
MSFT 清仓-$2,007.02万
WWD 减仓-$595.58万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| XPO | XPO INC | $6,550.50万 | 7.57% | 336,700 | -27,166 | -7.5% | -$528.51万 | 减仓 |
| CR | CRANE COMPANY | $6,147.79万 | 7.10% | 359,520 | 19,520 | 5.7% | $333.79万 | 加仓 |
| AMZN | AMAZON COM INC | $5,623.29万 | 6.50% | 270,000 | 36,000 | 15.4% | $749.77万 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $5,356.99万 | 6.19% | 91,000 | 26,000 | 40.0% | $1,530.57万 | 加仓 |
| GEV | GE VERNOVA INC | $5,237.40万 | 6.05% | 60,000 | -6,000 | -9.1% | -$523.74万 | 减仓 |
| GOOG | ALPHABET INC | $4,733.19万 | 5.47% | 165,000 | 2,000 | 1.2% | $57.37万 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $4,226.50万 | 4.88% | 214,000 | -29,000 | -11.9% | -$572.75万 | 减仓 |
| LOAR | LOAR HOLDINGS INC | $3,981.66万 | 4.60% | 695,000 | 7,000 | 1.0% | $40.10万 | 加仓 |
| GE | GE AEROSPACE | $3,789.18万 | 4.38% | 133,530 | -7,470 | -5.3% | -$211.98万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $3,741.40万 | 4.32% | 123,040 | 13,040 | 11.9% | $396.52万 | 加仓 |
| WWD | WOODWARD INC | $3,592.09万 | 4.15% | 100,360 | -16,640 | -14.2% | -$595.58万 | 减仓 |
| RACE | FERRARI N V | $3,384.50万 | 3.91% | 100,000 | -5,000 | -4.8% | -$169.22万 | 减仓 |
| RBC | RBC BEARINGS INC | $3,258.72万 | 3.76% | 60,000 | 5,000 | 9.1% | $271.56万 | 加仓 |
| APG | API GROUP CORP | $3,039.00万 | 3.51% | 750,000 | -50,000 | -6.2% | -$202.60万 | 减仓 |
| UNP | UNION PAC CORP | $2,880.63万 | 3.33% | 118,730 | 18,730 | 18.7% | $454.43万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,790.40万 | 3.22% | 160,000 | 160,000 | — | $2,790.40万 | 新建仓 |
| NFLX | NETFLIX INC. | $2,499.90万 | 2.89% | 260,000 | 2,000 | 0.8% | $19.23万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $2,243.85万 | 2.59% | 70,000 | 27,000 | 62.8% | $865.49万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $2,085.11万 | 2.41% | 43,000 | 4,000 | 10.3% | $193.96万 | 加仓 |
| HEI | HEICO CORP NEW | $2,056.50万 | 2.38% | 75,000 | -5,000 | -6.2% | -$137.10万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $2,030.82万 | 2.35% | 220,000 | 60,000 | 37.5% | $553.86万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $1,866.08万 | 2.16% | 80,000 | 80,000 | — | $1,866.08万 | 新建仓 |
| DDOG | DATADOG INC | $1,663.32万 | 1.92% | 140,900 | -39,100 | -21.7% | -$461.58万 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $1,471.35万 | 1.70% | 219,375 | 79,375 | 56.7% | $532.37万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $1,204.74万 | 1.39% | 92,000 | 92,000 | — | $1,204.74万 | 新建仓 |
| CLH | CLEAN HARBORS INC | $692.74万 | 0.80% | 24,160 | 24,160 | — | $692.74万 | 新建仓 |
| META | META PLATFORMS INC | $286.06万 | 0.33% | 5,000 | -6,000 | -54.5% | -$343.28万 | 减仓 |
| JHX | JAMES HARDIE INDS PLC | $144.51万 | 0.17% | 76,300 | 76,300 | — | $144.51万 | 新建仓 |
| TDG | TRANSDIGM GROUP INC | $0 | 0.00% | 0 | -19,000 | -100.0% | -$2,526.72万 | 清仓 |
| SHOP | SHOPIFY INC | $0 | 0.00% | 0 | -130,000 | -100.0% | -$2,092.61万 | 清仓 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | -135,000 | -100.0% | -$2,080.89万 | 清仓 |
| MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | -41,500 | -100.0% | -$2,007.02万 | 清仓 |