Osbon Capital Management LLC
BOSTON MA · SEC CIK 0001784418
$1.23亿2026Q1 申报市值
492持仓数
54.1%前十大占比 · 第一大 10.0%
143 / 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
CSCO 加仓+$384.33万
AGNC 新建仓+$317.13万
SPY 加仓+$206.43万
DIA 加仓+$179.39万
VB 加仓+$96.33万
2026Q1 卖出最多 按季末市值估算
GBTC 减仓-$143.03万
IBIT 减仓-$54.33万
TLT 清仓-$47.78万
VGT 减仓-$36.70万
SMH 减仓-$23.39万
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 |
|---|---|---|---|---|---|---|---|---|
| LUV | SOUTHWEST AIRLINES CO | $3,043 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY COMPANY COM USD1.00 | $3,118 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| TEAM | ATLASSIAN CORPORATION CL A | $3,140 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| EIX | EDISON INTERNATIONAL | $3,147 | 0.00% | 43 | 43 | — | $3,147 | 新建仓 |
| SCCO | SOUTHERN COPPER CORP | $3,269 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| BLW | BLACKROCK LTD DURATION INCOME COM SHS | $3,273 | 0.00% | 260 | 260 | — | $3,273 | 新建仓 |
| — | NXG NEXTGEN INFRASTR INCM FD COM | $3,296 | 0.00% | 60 | 60 | — | $3,296 | 新建仓 |
| GGN | GAMCO GLOBAL GOLD NAT RES &COM SH BEN INT | $3,309 | 0.00% | 622 | 622 | — | $3,309 | 新建仓 |
| KVYO | KLAVIYO INC COM SER A | $3,367 | 0.00% | 173 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC COM USD0.01 | $3,378 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | KKR INCOME OPPORTUNITIES FUND | $3,388 | 0.00% | 308 | 308 | — | $3,388 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | $3,406 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| IBKR | INTERACTIVE BROKERS GROUP INC COM CL A | $3,488 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| SLDB | SOLID BIOSCIENCES INC COM NEW | $3,607 | 0.00% | 501 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE INC COM USD0.01 | $3,617 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| CLPT | CLEARPOINT NEURO INC COM | $3,663 | 0.00% | 402 | 0 | 0.0% | — | 不变 |
| ILMN | ILLUMINA INC COM USD0.01 | $3,791 | 0.00% | 31 | -15 | -32.6% | -$1,834 | 减仓 |
| GTM | ZOOMINFO TECHNOLOGIES INC COMMON STOCK | $3,803 | 0.00% | 636 | 0 | 0.0% | — | 不变 |
| — | ETFIS SER TR I INFRAC ACT MLP | $3,825 | 0.00% | 83 | 83 | — | $3,825 | 新建仓 |
| SPYI | NEOS ETF TRUST NEOS S&P 500 HI | $3,851 | 0.00% | 78 | 78 | — | $3,851 | 新建仓 |
| FITB | FIFTH THIRD BANCORP | $3,856 | 0.00% | 83 | 83 | — | $3,856 | 新建仓 |
| NCDL | NUVEEN CHURCHILL DIRECT LENDIN COM SHS | $3,969 | 0.00% | 312 | 312 | — | $3,969 | 新建仓 |
| VST | VISTRA CORP COM | $4,059 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| TTD | THE TRADE DESK INC COM CL A | $4,062 | 0.00% | 179 | 0 | 0.0% | — | 不变 |
| — | PIMCO HIGH INCOME FUND | $4,343 | 0.00% | 938 | 938 | — | $4,343 | 新建仓 |
| PMT | PENNYMAC MORTGAGE INVESTMENT TRUST | $4,361 | 0.00% | 374 | 374 | — | $4,361 | 新建仓 |
| T | AT&T INC COM USD1 | $4,493 | 0.00% | 155 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC COM USD1 | $4,584 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| TDG | TRANSDIGM GROUP INC | $4,636 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| ALAB | ASTERA LABS INC COM | $4,713 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTERNATIONAL INC COM USD1 | $4,715 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| NBXG | NEUBERGER NEXT GENERATION CONNECTIVITY FUND INC. COMMON STOCK | $4,826 | 0.00% | 375 | 375 | — | $4,826 | 新建仓 |
| WEC | WEC ENERGY GROUP INC COM | $4,828 | 0.00% | 42 | -28 | -40.0% | -$3,219 | 减仓 |
| LITE | LUMENTUM HLDGS INC COM | $4,919 | 0.00% | 7 | 7 | — | $4,919 | 新建仓 |
| MS | MORGAN STANLEY COM USD0.01 | $4,937 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO CO NEW COM | $5,017 | 0.00% | 63 | 55 | 687.5% | $4,380 | 加仓 |
| GWRE | GUIDEWIRE SOFTWARE INC COM USD0.0001 | $5,085 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY INC COM USD0.003 | $5,108 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| — | CALL (RIVN) RIVIAN AUTOMOTIVE DEC 18 26 $20 (100 SHS) 看涨期权 | $5,150 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| PINS | PINTEREST INC CL A | $5,337 | 0.00% | 291 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD LARGE-CAP INDEX FUND | $5,379 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| — | CALL (CORN) TEUCRIUM COMMODITY AUG 21 26 $22 (100 SHS) 看涨期权 | $5,400 | 0.00% | 100 | 100 | — | $5,400 | 新建仓 |
| RC | READY CAPITAL CORP COM | $5,683 | 0.00% | 3,508 | 3,508 | — | $5,683 | 新建仓 |
| — | PCM FD INC COM | $5,710 | 0.00% | 1,000 | 1,000 | — | $5,710 | 新建仓 |
| PCN | PIMCO CORPORATE &INCM STRG FD COM | $5,724 | 0.00% | 481 | 481 | — | $5,724 | 新建仓 |
| — | EAGLE POINT CREDIT COMPANY INC COM | $5,758 | 0.00% | 1,531 | 1,531 | — | $5,758 | 新建仓 |
| DY | DYCOM INDUSTRIES INC | $5,760 | 0.00% | 17 | 17 | — | $5,760 | 新建仓 |
| — | COHEN &STEERS REAL ESTATE OPP SHS BENFIN INT | $5,787 | 0.00% | 398 | 398 | — | $5,787 | 新建仓 |
| FTV | FORTIVE CORP COM | $5,860 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| IMO | IMPERIAL OIL COM NPV ISIN #CA4530384086 SEDOL #2454241 | $5,887 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| VICI | VICI PPTYS INC COM | $5,928 | 0.00% | 217 | 217 | — | $5,928 | 新建仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $5,956 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $6,060 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE INC | $6,122 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP COM SHS | $6,278 | 0.01% | 71 | 0 | 0.0% | — | 不变 |
| WAFD | WAFD INC COM | $6,280 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| TXG | 10X GENOMICS INC CL A COM | $6,369 | 0.01% | 300 | 300 | — | $6,369 | 新建仓 |
| — | WEN ACQUSITION CORP USD WTS EXP 10/31/2031 ISIN #KYG9R39C1119 | $6,410 | 0.01% | 20,000 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC COM USD0.0001 | $6,413 | 0.01% | 40 | 0 | 0.0% | — | 不变 |
| AQN | ALGONQUIN PWR UTILS CORP COM ISIN #CA0158571053 SEDOL #B51BMR7 | $6,465 | 0.01% | 1,053 | 1,053 | — | $6,465 | 新建仓 |
| ABR | ARBOR REALTY TRUST INC COM | $6,515 | 0.01% | 845 | 40 | 5.0% | $308 | 加仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $6,535 | 0.01% | 213 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER-DANIELS-MIDLA ND CO | $6,542 | 0.01% | 90 | 0 | 0.0% | — | 不变 |
| NVR | NVR INC COM USD0.01 | $6,590 | 0.01% | 1 | 0 | 0.0% | — | 不变 |
| BXMT | BLACKSTONE MORTGAGE TRUST INC COM USD0.01 CLS A | $6,664 | 0.01% | 348 | 348 | — | $6,664 | 新建仓 |
| TROW | PRICE T ROWE GROUPS COM USD0.20 | $6,760 | 0.01% | 75 | 0 | 0.0% | — | 不变 |
| NPFD | NUVEEN VRIABL RAT PFD &INM FD COM | $6,843 | 0.01% | 377 | 377 | — | $6,843 | 新建仓 |
| DT | DYNATRACE INC COM NEW | $6,915 | 0.01% | 187 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $6,923 | 0.01% | 8 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $6,995 | 0.01% | 38 | 0 | 0.0% | — | 不变 |
| — | NXG CUSHING MIDSTREAM ENERGY FUND | $7,029 | 0.01% | 158 | 158 | — | $7,029 | 新建仓 |
| FSK | FS KKR CAP CORP COM | $7,034 | 0.01% | 691 | 691 | — | $7,034 | 新建仓 |
| — | ORION PROPERTIES INC. | $7,037 | 0.01% | 3,273 | 3,273 | — | $7,037 | 新建仓 |
| — | CALL (CSCO) CISCO SYSTEMS INC JUN 18 26 $80 (100 SHS) 看涨期权 | $7,100 | 0.01% | 20 | 20 | — | $7,100 | 新建仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $7,118 | 0.01% | 100 | 50 | 100.0% | $3,559 | 加仓 |
| WDI | WESTERN ASSET DIVERSIFIED INCM COM SHS BEN INT | $7,217 | 0.01% | 537 | 537 | — | $7,217 | 新建仓 |
| — | CALL (PSKY) PARAMOUNT SKYDANCE JAN 15 27 $12 (100 SHS) 看涨期权 | $7,238 | 0.01% | 77 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALD S CORP | $7,459 | 0.01% | 24 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP COM | $7,461 | 0.01% | 162 | -63 | -28.0% | -$2,902 | 减仓 |
| MSTR | STRATEGY INC COMMON STOCK CLASS A | $7,488 | 0.01% | 60 | 0 | 0.0% | — | 不变 |
| TOST | TOAST INC CL A | $7,502 | 0.01% | 283 | 0 | 0.0% | — | 不变 |
| CBOE | CBOE GLOBAL MARKETS INC | $7,589 | 0.01% | 27 | 0 | 0.0% | — | 不变 |
| EMN | EASTMAN CHEM CO COM | $7,632 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| FEZ | SPDR INDEX SHARES FUNDS STATE STREET SPDR EURO STOXX 50 ETF | $7,636 | 0.01% | 123 | 0 | 0.0% | — | 不变 |
| OXM | OXFORD INDUSTRIES INC | $7,702 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| — | BNY MELLON MUN BD INFRASTRUCTU COM SHS | $7,821 | 0.01% | 742 | 742 | — | $7,821 | 新建仓 |
| HUBS | HUBSPOT INC | $7,911 | 0.01% | 32 | 32 | — | $7,911 | 新建仓 |
| BTX | BLACKROCK TECHNOLOGY AND PRIVATE EQUITY TERM TRUST COMMON SHARES OF BENEFICIAL INTEREST | $8,114 | 0.01% | 1,229 | 29 | 2.4% | $191 | 加仓 |
| JRI | NUVEEN REAL ASSET INCOME &GRO COM | $8,167 | 0.01% | 664 | 664 | — | $8,167 | 新建仓 |
| NOW | SERVICENOW INC COM USD0.001 | $8,364 | 0.01% | 80 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. COM | $8,473 | 0.01% | 64 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WORKS INC COM | $8,540 | 0.01% | 33 | 0 | 0.0% | — | 不变 |
| DOCN | DIGITALOCEAN HLDGS INC COM | $8,578 | 0.01% | 100 | 100 | — | $8,578 | 新建仓 |
| HESM | HESS MIDSTREAM LP CL A SHS | $8,629 | 0.01% | 222 | 222 | — | $8,629 | 新建仓 |
| KBWB | INVESCO EXCH TRADED FD TR II KBW BK ETF | $8,703 | 0.01% | 110 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP NEW COM | $8,802 | 0.01% | 51 | 50 | 5,000.0% | $8,629 | 加仓 |
| PAYX | PAYCHEX INC COM USD0.01 | $8,876 | 0.01% | 96 | 1 | 1.1% | $92 | 加仓 |
| CIM | CHIMERA INVT CORP COM SHS | $9,023 | 0.01% | 719 | 719 | — | $9,023 | 新建仓 |
| ICLN | ISHARES TR GL CLEAN ENE ETF | $9,063 | 0.01% | 496 | 0 | 0.0% | — | 不变 |
| — | PIMCO INCOME STRATEGY FD II COM | $9,239 | 0.01% | 1,341 | 1,341 | — | $9,239 | 新建仓 |