Ironvine Capital Partners, LLC
OMAHA NE · SEC CIK 0001730478
$10.73亿2026Q2 申报市值
57持仓数
51.2%前十大占比 · 第一大 7.3%
6 / 5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
META 加仓+$2,569.51万
SAP 新建仓+$2,221.63万
SUNB 新建仓+$1,058.90万
HONA 新建仓+$1,045.18万
VMC 新建仓+$1,004.39万
2026Q2 卖出最多 按季末市值估算
GOOG 减仓-$2,040.27万
ADI 减仓-$1,394.98万
COST 减仓-$605.53万
BOC 减仓-$457.88万
AMAT 减仓-$414.06万
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 |
|---|---|---|---|---|---|---|---|---|
| CPRT | COPART INC | $0 | 0.00% | 0 | -74,231 | -100.0% | -$246.45万 | 清仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $0 | 0.00% | 0 | -6,193 | -100.0% | -$121.01万 | 清仓 |
| IVV | ISHARES TR | $0 | 0.00% | 0 | -374 | -100.0% | -$24.43万 | 清仓 |
| QUAL | ISHARES TR | $0 | 0.00% | 0 | -1,269 | -100.0% | -$24.34万 | 清仓 |
| GDX | VANECK ETF TRUST | $0 | 0.00% | 0 | -2,229 | -100.0% | -$20.46万 | 清仓 |
| — | SKY HARBOUR GROUP CORPORATIO | $2.76万 | 0.00% | 60,000 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL 看涨期权 | $20.95万 | 0.02% | 1,100 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $22.04万 | 0.02% | 1,075 | -16,291 | -93.8% | -$334.00万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $26.09万 | 0.02% | 226 | 226 | — | $26.09万 | 新建仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $32.57万 | 0.03% | 6,441 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $36.04万 | 0.03% | 2,459 | 2,459 | — | $36.04万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $37.40万 | 0.03% | 1,869 | -101 | -5.1% | -$2.02万 | 减仓 |
| PFE | PFIZER INC | $39.97万 | 0.04% | 16,600 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $58.26万 | 0.05% | 3,850 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $66.35万 | 0.06% | 4,900 | 0 | 0.0% | — | 不变 |
| MKC | MCCORMICK & CO INC | $66.55万 | 0.06% | 13,200 | 0 | 0.0% | — | 不变 |
| TROW | PRICE T ROWE GROUP INC | $69.35万 | 0.06% | 6,100 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $72.44万 | 0.07% | 4,940 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $77.27万 | 0.07% | 1,125 | -77 | -6.4% | -$5.29万 | 减仓 |
| BOC | BOSTON OMAHA CORP | $122.43万 | 0.11% | 89,758 | -335,686 | -78.9% | -$457.88万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $127.37万 | 0.12% | 14,037 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $138.15万 | 0.13% | 3,900 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $223.98万 | 0.21% | 3,531 | 61 | 1.8% | $3.87万 | 加仓 |
| ENTG | ENTEGRIS INC | $343.15万 | 0.32% | 19,079 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $434.07万 | 0.40% | 76,179 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $478.85万 | 0.45% | 49,751 | -26,515 | -34.8% | -$255.21万 | 减仓 |
| AAPL | APPLE INC | $663.68万 | 0.62% | 22,936 | 0 | 0.0% | — | 不变 |
| CSGP | COSTAR GROUP INC | $833.95万 | 0.78% | 294,475 | -80,856 | -21.5% | -$228.98万 | 减仓 |
| WSO | WATSCO INC | $929.10万 | 0.87% | 22,295 | 3,348 | 17.7% | $139.52万 | 加仓 |
| HON | HONEYWELL INTL INC | $974.73万 | 0.91% | 43,534 | 9,273 | 27.1% | $207.62万 | 加仓 |
| VMC | VULCAN MATLS CO | $1,004.39万 | 0.94% | 34,046 | 34,046 | — | $1,004.39万 | 新建仓 |
| DLTR | DOLLAR TREE INC | $1,007.88万 | 0.94% | 83,330 | 0 | 0.0% | — | 不变 |
| BRO | BROWN & BROWN INC | $1,012.32万 | 0.94% | 157,805 | 131,928 | 509.8% | $846.32万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,013.77万 | 0.94% | 30,971 | 0 | 0.0% | — | 不变 |
| HONA | HONEYWELL AEROSPACE INC | $1,045.18万 | 0.97% | 47,276 | 47,276 | — | $1,045.18万 | 新建仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $1,058.90万 | 0.99% | 141,545 | 141,545 | — | $1,058.90万 | 新建仓 |
| HEI | HEICO CORP NEW | $1,206.34万 | 1.12% | 33,868 | -467 | -1.4% | -$16.63万 | 减仓 |
| ASML | ASML HLDG NV | $1,531.07万 | 1.43% | 7,696 | 949 | 14.1% | $188.80万 | 加仓 |
| LH | LABCORP HOLDINGS INC | $1,534.93万 | 1.43% | 54,819 | -10,730 | -16.4% | -$300.44万 | 减仓 |
| APH | AMPHENOL CORP | $1,612.94万 | 1.50% | 91,478 | -17,664 | -16.2% | -$311.45万 | 减仓 |
| SAP | SAP SE | $2,221.63万 | 2.07% | 144,159 | 144,159 | — | $2,221.63万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $2,436.73万 | 2.27% | 33,703 | -5,727 | -14.5% | -$414.06万 | 减仓 |
| LOW | LOWES COS INC | $2,491.63万 | 2.32% | 113,004 | 6,041 | 5.6% | $133.20万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $2,529.53万 | 2.36% | 27,040 | -6,473 | -19.3% | -$605.53万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $2,530.65万 | 2.36% | 274,802 | 22,293 | 8.8% | $205.30万 | 加仓 |
| META | META PLATFORMS INC | $2,767.39万 | 2.58% | 49,129 | 45,616 | 1,298.5% | $2,569.51万 | 加仓 |
| DHR | DANAHER CORP DEL | $2,793.41万 | 2.60% | 146,651 | 39,433 | 36.8% | $751.12万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $3,054.07万 | 2.85% | 59,464 | -7,456 | -11.1% | -$382.94万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $3,097.80万 | 2.89% | 61,788 | -2,297 | -3.6% | -$115.16万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $3,163.23万 | 2.95% | 66,236 | -3,745 | -5.4% | -$178.85万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $3,488.92万 | 3.25% | 83,943 | 18,162 | 27.6% | $754.87万 | 加仓 |
| MCO | MOODYS CORP | $3,858.88万 | 3.60% | 85,200 | 3,353 | 4.1% | $151.86万 | 加仓 |
| SPGI | S&P GLOBAL INC | $3,925.86万 | 3.66% | 96,397 | -339 | -0.4% | -$13.81万 | 减仓 |
| AON | AON PLC | $3,975.01万 | 3.70% | 119,841 | 12,153 | 11.3% | $403.10万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $4,907.88万 | 4.57% | 98,081 | 1,360 | 1.4% | $68.05万 | 加仓 |
| UNP | UNION PAC CORP | $5,217.64万 | 4.86% | 191,825 | 5,225 | 2.8% | $142.12万 | 加仓 |
| ADI | ANALOG DEVICES INC | $5,603.55万 | 5.22% | 141,087 | -35,123 | -19.9% | -$1,394.98万 | 减仓 |
| GOOG | ALPHABET INC | $5,699.81万 | 5.31% | 161,317 | -57,744 | -26.4% | -$2,040.27万 | 减仓 |
| V | VISA INC | $5,710.25万 | 5.32% | 166,436 | 18,836 | 12.8% | $646.24万 | 加仓 |
| MSFT | MICROSOFT CORP | $5,769.60万 | 5.38% | 154,673 | -444 | -0.3% | -$16.56万 | 减仓 |
| HEI/A | HEICO CORP NEW | $6,339.92万 | 5.91% | 245,819 | 11,369 | 4.8% | $293.22万 | 加仓 |
| AMZN | AMAZON COM INC | $7,801.30万 | 7.27% | 327,318 | -7,921 | -2.4% | -$188.79万 | 减仓 |