Yarbrough Capital, LLC
FRANKLIN TN · SEC CIK 0001767686
$28.53亿2026Q1 申报市值
85持仓数
74.4%前十大占比 · 第一大 19.9%
1 / 69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
BITWISE 10 CRYPT 加仓+$2,089.58万
PLTR 加仓+$989.39万
NET 新建仓+$801.53万
PANW 加仓+$396.76万
NOW 加仓+$264.95万
2026Q1 卖出最多 按季末市值估算
FANG 清仓-$2,167.78万
IWO 减仓-$2,151.83万
IBIT 减仓-$1,761.71万
AAPL 减仓-$979.00万
MPC 清仓-$872.40万
2026Q1 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| FANG | DIAMONDBACK ENERGY INC | $0 | 0.00% | 0 | -144,202 | -100.0% | -$2,167.78万 | 清仓 |
| MPC | MARATHON PETE CORP | $0 | 0.00% | 0 | -53,643 | -100.0% | -$872.40万 | 清仓 |
| — | HASHDEX NASDAQ CRYPTO INDEX | $0 | 0.00% | 0 | -193,205 | -100.0% | -$439.19万 | 清仓 |
| ARKK | ARK ETF TR | $0 | 0.00% | 0 | -56,176 | -100.0% | -$432.11万 | 清仓 |
| SHEL | SHELL PLC | $0 | 0.00% | 0 | -57,590 | -100.0% | -$423.17万 | 清仓 |
| SOUN | SOUNDHOUND AI INC | $0 | 0.00% | 0 | -288,136 | -100.0% | -$287.27万 | 清仓 |
| VEEV | VEEVA SYS INC | $0 | 0.00% | 0 | -12,048 | -100.0% | -$268.95万 | 清仓 |
| TSLA | TESLA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WDAY | WORKDAY INC | $0 | 0.00% | 0 | -9,508 | -100.0% | -$204.21万 | 清仓 |
| CVNA | CARVANA CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ROL | ROLLINS INC | $0 | 0.00% | 0 | -20,228 | -100.0% | -$121.41万 | 清仓 |
| AXSM | AXSOME THERAPEUTICS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NAMS | NEWAMSTERDAM PHARMA COMPANY | $0 | 0.00% | 0 | -23,960 | -100.0% | -$84.05万 | 清仓 |
| IRTC | IRHYTHM TECHNOLOGIES INC | $0 | 0.00% | 0 | -4,650 | -100.0% | -$82.51万 | 清仓 |
| CHWY | CHEWY INC | $0 | 0.00% | 0 | -24,324 | -100.0% | -$80.39万 | 清仓 |
| RMD | RESMED INC | $0 | 0.00% | 0 | -3,252 | -100.0% | -$78.33万 | 清仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $0 | 0.00% | 0 | -8,673 | -100.0% | -$78.08万 | 清仓 |
| MRCY | MERCURY SYS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WM | WASTE MGMT INC DEL | $0 | 0.00% | 0 | -3,299 | -100.0% | -$72.48万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -1,190 | -100.0% | -$67.40万 | 清仓 |
| JLL | JONES LANG LASALLE INC | $0 | 0.00% | 0 | -1,988 | -100.0% | -$66.89万 | 清仓 |
| ULS | UL SOLUTIONS INC | $0 | 0.00% | 0 | -8,214 | -100.0% | -$64.78万 | 清仓 |
| MNDY | MONDAY COM LTD | $0 | 0.00% | 0 | -4,381 | -100.0% | -$64.65万 | 清仓 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | $0 | 0.00% | 0 | -11,999 | -100.0% | -$61.95万 | 清仓 |
| AON | AON PLC | $0 | 0.00% | 0 | -1,746 | -100.0% | -$61.61万 | 清仓 |
| XMTR | XOMETRY INC | $0 | 0.00% | 0 | -10,134 | -100.0% | -$60.27万 | 清仓 |
| PODD | INSULET CORP | $0 | 0.00% | 0 | -2,068 | -100.0% | -$58.78万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -2,983 | -100.0% | -$58.14万 | 清仓 |
| PGR | PROGRESSIVE CORP | $0 | 0.00% | 0 | -2,433 | -100.0% | -$55.40万 | 清仓 |
| TYL | TYLER TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,207 | -100.0% | -$54.79万 | 清仓 |
| SCHW | SCHWAB CHARLES CORP | $0 | 0.00% | 0 | -5,454 | -100.0% | -$54.49万 | 清仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $0 | 0.00% | 0 | -2,709 | -100.0% | -$54.45万 | 清仓 |
| IDXX | IDEXX LABS INC | $0 | 0.00% | 0 | -777 | -100.0% | -$52.57万 | 清仓 |
| LDOS | LEIDOS HOLDINGS INC | $0 | 0.00% | 0 | -2,818 | -100.0% | -$50.84万 | 清仓 |
| AXON | AXON ENTERPRISE INC | $0 | 0.00% | 0 | -836 | -100.0% | -$47.48万 | 清仓 |
| TDG | TRANSDIGM GROUP INC | $0 | 0.00% | 0 | -354 | -100.0% | -$47.08万 | 清仓 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $0 | 0.00% | 0 | -28,563 | -100.0% | -$46.39万 | 清仓 |
| COST | COSTCO WHSL CORP NEW | $0 | 0.00% | 0 | -515 | -100.0% | -$44.41万 | 清仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $0 | 0.00% | 0 | -742 | -100.0% | -$43.00万 | 清仓 |
| — | CLEARWATER ANALYTICS HLDGS I | $0 | 0.00% | 0 | -17,616 | -100.0% | -$42.49万 | 清仓 |
| FSS | FEDERAL SIGNAL CORP | $0 | 0.00% | 0 | -3,691 | -100.0% | -$40.08万 | 清仓 |
| APEI | AMERICAN PUB ED INC | $0 | 0.00% | 0 | -10,587 | -100.0% | -$40.02万 | 清仓 |
| CACI | CACI INTL INC | $0 | 0.00% | 0 | -744 | -100.0% | -$39.64万 | 清仓 |
| ASTH | ASTRANA HEALTH INC | $0 | 0.00% | 0 | -15,894 | -100.0% | -$39.43万 | 清仓 |
| SSNC | SS&C TECHNOLOGIES HLDGS INC | $0 | 0.00% | 0 | -4,502 | -100.0% | -$39.36万 | 清仓 |
| AIR | AAR CORP | $0 | 0.00% | 0 | -4,675 | -100.0% | -$38.70万 | 清仓 |
| CLBT | CELLEBRITE DI LTD | $0 | 0.00% | 0 | -21,044 | -100.0% | -$37.94万 | 清仓 |
| MPWR | MONOLITHIC PWR SYS INC | $0 | 0.00% | 0 | -418 | -100.0% | -$37.89万 | 清仓 |
| AFRM | AFFIRM HLDGS INC | $0 | 0.00% | 0 | -5,034 | -100.0% | -$37.47万 | 清仓 |
| TW | TRADEWEB MKTS INC | $0 | 0.00% | 0 | -3,426 | -100.0% | -$36.84万 | 清仓 |
| KVYO | KLAVIYO INC | $0 | 0.00% | 0 | -11,270 | -100.0% | -$36.59万 | 清仓 |
| CW | CURTISS WRIGHT CORP | $0 | 0.00% | 0 | -656 | -100.0% | -$36.16万 | 清仓 |
| FAST | FASTENAL CO | $0 | 0.00% | 0 | -8,990 | -100.0% | -$36.08万 | 清仓 |
| IQV | IQVIA HLDGS INC | $0 | 0.00% | 0 | -1,589 | -100.0% | -$35.82万 | 清仓 |
| VNOM | VIPER ENERGY INC | $0 | 0.00% | 0 | -9,223 | -100.0% | -$35.63万 | 清仓 |
| SN | SHARKNINJA INC | $0 | 0.00% | 0 | -3,090 | -100.0% | -$34.58万 | 清仓 |
| TECH | BIO-TECHNE CORP | $0 | 0.00% | 0 | -5,846 | -100.0% | -$34.38万 | 清仓 |
| WCN | WASTE CONNECTIONS INC | $0 | 0.00% | 0 | -1,903 | -100.0% | -$33.37万 | 清仓 |
| SPXC | SPX TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,657 | -100.0% | -$33.15万 | 清仓 |
| ALKT | ALKAMI TECHNOLOGY INC | $0 | 0.00% | 0 | -14,061 | -100.0% | -$32.44万 | 清仓 |
| PCTY | PAYLOCITY HLDG CORP | $0 | 0.00% | 0 | -2,100 | -100.0% | -$32.02万 | 清仓 |
| MOD | MODINE MFG CO | $0 | 0.00% | 0 | -2,389 | -100.0% | -$31.90万 | 清仓 |
| EQT | EQT CORP | $0 | 0.00% | 0 | -5,907 | -100.0% | -$31.66万 | 清仓 |
| IHI | ISHARES TR | $0 | 0.00% | 0 | -4,660 | -100.0% | -$28.96万 | 清仓 |
| BWXT | BWX TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,671 | -100.0% | -$28.88万 | 清仓 |
| CBZ | CBIZ INC | $0 | 0.00% | 0 | -5,462 | -100.0% | -$27.56万 | 清仓 |
| CSGP | COSTAR GROUP INC | $0 | 0.00% | 0 | -3,670 | -100.0% | -$24.68万 | 清仓 |
| ABBV | ABBVIE INC | $0 | 0.00% | 0 | -1,080 | -100.0% | -$24.68万 | 清仓 |
| VRT | VERTIV HOLDINGS CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NFLX | NETFLIX INC | $0 | 0.00% | 0 | -2,450 | -100.0% | -$22.97万 | 清仓 |
| WING | WINGSTOP INC | $0 | 0.00% | 0 | -915 | -100.0% | -$21.82万 | 清仓 |
| BWIN | THE BALDWIN INSURANCE GRP IN | $0 | 0.00% | 0 | -8,780 | -100.0% | -$21.10万 | 清仓 |
| COIN | COINBASE GLOBAL INC | $0 | 0.00% | 0 | -914 | -100.0% | -$20.67万 | 清仓 |
| DHR | DANAHER CORPORATION | $0 | 0.00% | 0 | -881 | -100.0% | -$20.17万 | 清仓 |
| RBLX | ROBLOX CORP | $20.08万 | 0.01% | 3,551 | -53,780 | -93.8% | -$304.18万 | 减仓 |
| PLMR | PALOMAR HLDGS INC | $20.23万 | 0.01% | 1,693 | -3,658 | -68.4% | -$43.71万 | 减仓 |
| OKTA | OKTA INC | $28.86万 | 0.01% | 3,667 | -733 | -16.7% | -$5.77万 | 减仓 |
| CRWV | COREWEAVE INC | $47.95万 | 0.02% | 6,190 | 0 | 0.0% | — | 不变 |
| WRD | WERIDE INC | $48.88万 | 0.02% | 60,426 | 0 | 0.0% | — | 不变 |
| QUBT | QUANTUM COMPUTING INC | $67.85万 | 0.02% | 99,056 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES TR | $71.60万 | 0.03% | 8,945 | 0 | 0.0% | — | 不变 |
| IONQ | IONQ INC | $83.58万 | 0.03% | 28,992 | 0 | 0.0% | — | 不变 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $94.63万 | 0.03% | 14,109 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $94.74万 | 0.03% | 1,977 | 0 | 0.0% | — | 不变 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $97.03万 | 0.03% | 28,581 | 0 | 0.0% | — | 不变 |
| RGTI | RIGETTI COMPUTING INC | $97.50万 | 0.03% | 69,441 | 0 | 0.0% | — | 不变 |
| WCLD | WISDOMTREE TR | $105.36万 | 0.04% | 38,565 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $137.04万 | 0.05% | 2,098 | 0 | 0.0% | — | 不变 |
| JOBY | JOBY AVIATION INC | $138.34万 | 0.05% | 167,483 | 0 | 0.0% | — | 不变 |
| TOST | TOAST INC | $142.61万 | 0.05% | 53,796 | 0 | 0.0% | — | 不变 |
| BIDU | BAIDU INC | $144.69万 | 0.05% | 12,986 | 0 | 0.0% | — | 不变 |
| DKNG | DRAFTKINGS INC NEW | $155.23万 | 0.05% | 71,800 | 0 | 0.0% | — | 不变 |
| QTUM | ETF SER SOLUTIONS | $161.69万 | 0.06% | 15,069 | 0 | 0.0% | — | 不变 |
| QBTS | D-WAVE QUANTUM INC | $174.69万 | 0.06% | 121,060 | 0 | 0.0% | — | 不变 |
| XSD | SPDR SERIES TRUST | $231.41万 | 0.08% | 7,096 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC | $239.22万 | 0.08% | 17,690 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $241.31万 | 0.08% | 38,456 | 0 | 0.0% | — | 不变 |
| ACHR | ARCHER AVIATION INC | $241.33万 | 0.08% | 466,798 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $298.42万 | 0.10% | 37,485 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP | $326.28万 | 0.11% | 8,198 | 0 | 0.0% | — | 不变 |