Ironvine Capital Partners, LLC
OMAHA NE · SEC CIK 0001730478
$9.10亿2026Q1 申报市值
56持仓数
55.9%前十大占比 · 第一大 7.7%
3 / 0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
WSO 加仓+$338.36万
CPRT 新建仓+$246.45万
SPGI 加仓+$46.36万
META 加仓+$44.68万
BRO 加仓+$38.53万
2026Q1 卖出最多 按季末市值估算
DE 减仓-$732.57万
ADI 减仓-$246.05万
AMAT 减仓-$238.88万
APH 减仓-$186.04万
ENTG 减仓-$79.16万
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 |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | $6,982.02万 | 7.67% | 335,239 | -444 | -0.1% | -$9.25万 | 减仓 |
| GOOG | ALPHABET INC | $6,283.98万 | 6.91% | 219,061 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $5,741.95万 | 6.31% | 155,117 | 735 | 0.5% | $27.21万 | 加仓 |
| ADI | ANALOG DEVICES INC | $5,605.94万 | 6.16% | 176,210 | -7,734 | -4.2% | -$246.05万 | 减仓 |
| HEI/A | HEICO CORP NEW | $4,949.01万 | 5.44% | 234,450 | 190 | 0.1% | $4.01万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $4,634.87万 | 5.09% | 96,721 | -1,483 | -1.5% | -$71.07万 | 减仓 |
| UNP | UNION PAC CORP | $4,527.29万 | 4.98% | 186,600 | -41 | -0.0% | -$9,947 | 减仓 |
| V | VISA INC | $4,461.06万 | 4.90% | 147,600 | -5 | -0.0% | -$1,511 | 减仓 |
| SPGI | S&P GLOBAL INC | $4,114.57万 | 4.52% | 96,736 | 1,090 | 1.1% | $46.36万 | 加仓 |
| MCO | MOODYS CORP | $3,570.58万 | 3.92% | 81,847 | -150 | -0.2% | -$6.54万 | 减仓 |
| AON | AON PLC | $3,475.95万 | 3.82% | 107,688 | 8 | 0.0% | $2,582 | 加仓 |
| MA | MASTERCARD INCORPORATED | $3,343.72万 | 3.68% | 66,920 | 160 | 0.2% | $7.99万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $3,339.34万 | 3.67% | 33,513 | -10 | -0.0% | -$9,964 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $3,149.97万 | 3.46% | 64,085 | -453 | -0.7% | -$22.27万 | 减仓 |
| LOW | LOWES COS INC | $2,527.32万 | 2.78% | 106,963 | -3,204 | -2.9% | -$75.70万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2,365.01万 | 2.60% | 69,981 | -224 | -0.3% | -$7.57万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $2,330.91万 | 2.56% | 252,509 | -100 | -0.0% | -$9,231 | 减仓 |
| DHR | DANAHER CORP DEL | $2,032.85万 | 2.23% | 107,218 | -42 | -0.0% | -$7,963 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $1,779.97万 | 1.96% | 65,781 | 723 | 1.1% | $19.56万 | 加仓 |
| LH | LABCORP HOLDINGS INC | $1,748.91万 | 1.92% | 65,549 | 0 | 0.0% | — | 不变 |
| CSGP | COSTAR GROUP INC | $1,514.09万 | 1.66% | 375,331 | 4,107 | 1.1% | $16.57万 | 加仓 |
| APH | AMPHENOL CORP | $1,379.01万 | 1.52% | 109,142 | -14,724 | -11.9% | -$186.04万 | 减仓 |
| AMAT | APPLIED MATLS INC | $1,347.68万 | 1.48% | 39,430 | -6,989 | -15.1% | -$238.88万 | 减仓 |
| HEI | HEICO CORP NEW | $941.47万 | 1.03% | 34,335 | -487 | -1.4% | -$13.35万 | 减仓 |
| DLTR | DOLLAR TREE INC | $912.55万 | 1.00% | 83,330 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $911.04万 | 1.00% | 30,971 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $891.16万 | 0.98% | 6,747 | -97 | -1.4% | -$12.81万 | 减仓 |
| — | HONEYWELL INTL INC | $774.40万 | 0.85% | 34,261 | -85 | -0.2% | -$1.92万 | 减仓 |
| DIS | DISNEY WALT CO | $735.05万 | 0.81% | 76,266 | 0 | 0.0% | — | 不变 |
| WSO | WATSCO INC | $689.27万 | 0.76% | 18,947 | 9,301 | 96.4% | $338.36万 | 加仓 |
| AAPL | APPLE INC | $582.09万 | 0.64% | 22,936 | 0 | 0.0% | — | 不变 |
| BOC | BOSTON OMAHA CORP | $496.92万 | 0.55% | 425,444 | -26,270 | -5.8% | -$30.68万 | 减仓 |
| ADBE | ADOBE INC | $422.13万 | 0.46% | 17,366 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $371.37万 | 0.41% | 76,179 | 0 | 0.0% | — | 不变 |
| CPRT | COPART INC | $246.45万 | 0.27% | 74,231 | 74,231 | — | $246.45万 | 新建仓 |
| ENTG | ENTEGRIS INC | $223.68万 | 0.25% | 19,079 | -6,752 | -26.1% | -$79.16万 | 减仓 |
| META | META PLATFORMS INC | $200.99万 | 0.22% | 3,513 | 781 | 28.6% | $44.68万 | 加仓 |
| DE | DEERE & CO | $195.47万 | 0.21% | 3,470 | -13,005 | -78.9% | -$732.57万 | 减仓 |
| BRO | BROWN & BROWN INC | $168.74万 | 0.19% | 25,877 | 5,909 | 29.6% | $38.53万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $144.12万 | 0.16% | 14,037 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $133.86万 | 0.15% | 3,900 | 0 | 0.0% | — | 不变 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $121.01万 | 0.13% | 6,193 | -3,433 | -35.7% | -$67.08万 | 减仓 |
| PEP | PEPSICO INC | $76.09万 | 0.08% | 4,900 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $71.83万 | 0.08% | 1,202 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $71.35万 | 0.08% | 4,940 | 0 | 0.0% | — | 不变 |
| MKC | MCCORMICK & CO INC | $66.58万 | 0.07% | 13,200 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $60.53万 | 0.07% | 3,850 | 0 | 0.0% | — | 不变 |
| TROW | PRICE T ROWE GROUP INC | $54.99万 | 0.06% | 6,100 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $46.61万 | 0.05% | 16,600 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $34.35万 | 0.04% | 1,970 | 90 | 4.8% | $1.57万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $32.60万 | 0.04% | 6,441 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $24.43万 | 0.03% | 374 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $24.34万 | 0.03% | 1,269 | -17 | -1.3% | -$3,261 | 减仓 |
| DHR | DANAHER CORP DEL 看涨期权 | $20.86万 | 0.02% | 1,100 | 1,100 | — | $20.86万 | 新建仓 |
| GDX | VANECK ETF TRUST | $20.46万 | 0.02% | 2,229 | 2,229 | — | $20.46万 | 新建仓 |
| — | SKY HARBOUR GROUP CORPORATIO | $4.20万 | 0.00% | 60,000 | 0 | 0.0% | — | 不变 |