Yarbrough Capital, LLC
FRANKLIN TN · SEC CIK 0001767686
$33.42亿2026Q2 申报市值
88持仓数
73.8%前十大占比 · 第一大 19.5%
3 / 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
CBRS 新建仓+$796.95万
VRT 重新持有+$163.63万
MU 新建仓+$143.59万
PANW 加仓+$103.40万
SITM 新建仓+$95.88万
2026Q2 卖出最多 按季末市值估算
BP 清仓-$657.29万
PDD 清仓-$543.62万
XPEV 清仓-$476.76万
BABA 减仓-$476.22万
UBER 减仓-$393.46万
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 | $6.53亿 | 19.53% | 3,262,800 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $5.05亿 | 15.11% | 1,744,835 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $3.79亿 | 11.35% | 1,061,263 | 2,280 | 0.2% | $81.48万 | 加仓 |
| AMZN | AMAZON COM INC | $2.06亿 | 6.16% | 863,464 | 1,700 | 0.2% | $40.52万 | 加仓 |
| META | META PLATFORMS INC | $1.60亿 | 4.78% | 283,838 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $1.49亿 | 4.45% | 216,447 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $1.15亿 | 3.44% | 310,912 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $1.08亿 | 3.24% | 286,905 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $1.06亿 | 3.18% | 144,498 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $8,515.36万 | 2.55% | 712,463 | -1 | -0.0% | -$120 | 减仓 |
| GOOG | ALPHABET INC | $7,065.19万 | 2.11% | 199,960 | 2,180 | 1.1% | $77.03万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $6,126.96万 | 1.83% | 390,377 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $5,322.42万 | 1.59% | 81,148 | 0 | 0.0% | — | 不变 |
| SOXX | ISHARES TR | $5,278.77万 | 1.58% | 82,383 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $4,841.58万 | 1.45% | 129,794 | 1,808 | 1.4% | $67.44万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $4,650.22万 | 1.39% | 244,080 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $3,765.33万 | 1.13% | 37,230 | 0 | 0.0% | — | 不变 |
| GRMN | GARMIN LTD | $3,417.48万 | 1.02% | 143,870 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $3,203.74万 | 0.96% | 97,875 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC | $2,764.72万 | 0.83% | 275,700 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $2,234.04万 | 0.67% | 120,896 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $1,909.10万 | 0.57% | 32,864 | 0 | 0.0% | — | 不变 |
| — | BITWISE 10 CRYPTO INDEX ETF | $1,873.34万 | 0.56% | 498,495 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $1,677.23万 | 0.50% | 77,481 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $1,612.18万 | 0.48% | 46,990 | 1,573 | 3.5% | $53.97万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1,510.21万 | 0.45% | 129,443 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $1,503.22万 | 0.45% | 7,556 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $1,326.34万 | 0.40% | 17,380 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $1,226.07万 | 0.37% | 35,953 | 3,032 | 9.2% | $103.40万 | 加仓 |
| RTX | RTX CORPORATION | $1,138.30万 | 0.34% | 59,996 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $1,132.22万 | 0.34% | 198,705 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $1,115.04万 | 0.33% | 25,732 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $1,113.12万 | 0.33% | 97,488 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $1,109.10万 | 0.33% | 94,255 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $1,072.20万 | 0.32% | 200,000 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INC | $952.79万 | 0.29% | 38,845 | 0 | 0.0% | — | 不变 |
| ARKF | ARK ETF TR | $941.95万 | 0.28% | 238,709 | 0 | 0.0% | — | 不变 |
| ASTS | AST SPACEMOBILE INC | $883.02万 | 0.26% | 99,372 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $858.19万 | 0.26% | 17,970 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $857.41万 | 0.26% | 21,764 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC | $856.16万 | 0.26% | 5,044 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP | $839.83万 | 0.25% | 49,518 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $837.95万 | 0.25% | 22,747 | 0 | 0.0% | — | 不变 |
| CBRS | CEREBRAS SYSTEMS INC | $796.95万 | 0.24% | 36,061 | 36,061 | — | $796.95万 | 新建仓 |
| ITA | ISHARES TR | $736.79万 | 0.22% | 30,393 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $718.59万 | 0.22% | 99,583 | -54,526 | -35.4% | -$393.46万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $704.66万 | 0.21% | 13,720 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $594.73万 | 0.18% | 61,964 | -49,617 | -44.5% | -$476.22万 | 减仓 |
| PINS | PINTEREST INC | $568.72万 | 0.17% | 270,435 | -80,035 | -22.8% | -$168.31万 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $533.91万 | 0.16% | 21,358 | -8,190 | -27.7% | -$204.73万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $509.20万 | 0.15% | 29,974 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW | $480.85万 | 0.14% | 21,500 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $473.66万 | 0.14% | 142,284 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $469.59万 | 0.14% | 3,997 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC | $463.89万 | 0.14% | 11,898 | 0 | 0.0% | — | 不变 |
| XSD | SPDR SERIES TRUST | $442.58万 | 0.13% | 7,096 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP | $422.39万 | 0.13% | 8,198 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $402.20万 | 0.12% | 10,853 | 0 | 0.0% | — | 不变 |
| QBTS | D-WAVE QUANTUM INC | $384.72万 | 0.12% | 160,368 | 39,308 | 32.5% | $94.30万 | 加仓 |
| NOW | SERVICENOW INC | $368.52万 | 0.11% | 37,119 | -4,563 | -10.9% | -$45.30万 | 减仓 |
| WFC | WELLS FARGO & CO | $309.78万 | 0.09% | 37,485 | 0 | 0.0% | — | 不变 |
| QTUM | ETF SER SOLUTIONS | $249.21万 | 0.07% | 15,069 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $240.63万 | 0.07% | 5,721 | 842 | 17.3% | $35.41万 | 重新持有 |
| HIG | HARTFORD INSURANCE GROUP INC | $234.43万 | 0.07% | 17,690 | 0 | 0.0% | — | 不变 |
| ACHR | ARCHER AVIATION INC | $220.80万 | 0.07% | 466,798 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $212.48万 | 0.06% | 6,346 | 4,887 | 335.0% | $163.63万 | 重新持有 |
| BSX | BOSTON SCIENTIFIC CORP | $164.13万 | 0.05% | 38,456 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $157.12万 | 0.05% | 2,098 | 0 | 0.0% | — | 不变 |
| IONQ | IONQ INC | $154.41万 | 0.05% | 28,992 | 0 | 0.0% | — | 不变 |
| JOBY | JOBY AVIATION INC | $149.39万 | 0.04% | 167,483 | 0 | 0.0% | — | 不变 |
| BIDU | BAIDU INC | $148.42万 | 0.04% | 12,986 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $143.59万 | 0.04% | 1,244 | 1,244 | — | $143.59万 | 新建仓 |
| RGTI | RIGETTI COMPUTING INC | $134.16万 | 0.04% | 69,441 | 0 | 0.0% | — | 不变 |
| WCLD | WISDOMTREE TR | $123.62万 | 0.04% | 38,565 | 0 | 0.0% | — | 不变 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $121.53万 | 0.04% | 13,962 | -147 | -1.0% | -$1.28万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $98.93万 | 0.03% | 1,977 | 0 | 0.0% | — | 不变 |
| QUBT | QUANTUM COMPUTING INC | $96.08万 | 0.03% | 99,056 | 0 | 0.0% | — | 不变 |
| SITM | SITIME CORP | $95.88万 | 0.03% | 1,286 | 1,286 | — | $95.88万 | 新建仓 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $87.77万 | 0.03% | 28,581 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES TR | $81.04万 | 0.02% | 8,945 | 0 | 0.0% | — | 不变 |
| CRWV | COREWEAVE INC | $61.62万 | 0.02% | 6,190 | 0 | 0.0% | — | 不变 |
| OKTA | OKTA INC | $50.04万 | 0.01% | 3,667 | 0 | 0.0% | — | 不变 |
| TOST | TOAST INC | $36.73万 | 0.01% | 13,202 | -40,594 | -75.5% | -$112.93万 | 减仓 |
| WRD | WERIDE INC | $35.17万 | 0.01% | 60,426 | 0 | 0.0% | — | 不变 |
| PLMR | PALOMAR HLDGS INC | $21.40万 | 0.01% | 1,693 | 0 | 0.0% | — | 不变 |
| CVNA | CARVANA CO | $20.83万 | 0.01% | 3,165 | -625 | -16.5% | -$4.11万 | 重新持有 |
| AXSM | AXSOME THERAPEUTICS INC. | $20.61万 | 0.01% | 842 | -4,212 | -83.3% | -$103.10万 | 重新持有 |
| MRCY | MERCURY SYS INC | $20.38万 | 0.01% | 1,666 | -8,325 | -83.3% | -$101.84万 | 重新持有 |
| BP | BP PLC | $0 | 0.00% | 0 | -139,850 | -100.0% | -$657.29万 | 清仓 |
| PDD | PDD HOLDINGS INC | $0 | 0.00% | 0 | -53,202 | -100.0% | -$543.62万 | 清仓 |
| XPEV | XPENG INC | $0 | 0.00% | 0 | -278,642 | -100.0% | -$476.76万 | 清仓 |
| DKNG | DRAFTKINGS INC NEW | $0 | 0.00% | 0 | -71,800 | -100.0% | -$155.23万 | 清仓 |
| RBLX | ROBLOX CORP | $0 | 0.00% | 0 | -3,551 | -100.0% | -$20.08万 | 清仓 |