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 |
|---|---|---|---|---|---|---|---|---|
| PFE | PFIZER INC | $2.75万 | 0.02% | 981 | 981 | — | $2.75万 | 新建仓 |
| PXF | INVESCO EXCHANGE- TRADED FUND TRUST II INVESCO RAFI DEVELOPED MARKETS EX-U.S. ETF | $2.84万 | 0.02% | 406 | 0 | 0.0% | — | 不变 |
| FNDA | SCHWAB STRATEGIC TR FUNDAMENTAL US S | $2.85万 | 0.02% | 879 | 0 | 0.0% | — | 不变 |
| UPST | UPSTART HLDGS INC COM | $2.90万 | 0.02% | 1,129 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY S.A. COM EUR0.000625 | $2.91万 | 0.02% | 60 | 0 | 0.0% | — | 不变 |
| RITM | RITHM CAPITAL CORP | $2.93万 | 0.02% | 3,093 | 3,093 | — | $2.93万 | 新建仓 |
| PHG | KONINKLIJKE PHILIPS N V NY REGIS SHS NEW | $2.93万 | 0.02% | 1,071 | 1,071 | — | $2.93万 | 新建仓 |
| — | FRANKLIN TEMPLETON HOLDINGS TR RESPBLY SRCD GLD | $2.96万 | 0.02% | 476 | 0 | 0.0% | — | 不变 |
| AFRM | AFFIRM HOLDINGS INC CLASS A COMMON STOCK | $3.03万 | 0.02% | 661 | 0 | 0.0% | — | 不变 |
| WPC | WP CAREY INC COM | $3.04万 | 0.02% | 447 | 0 | 0.0% | — | 不变 |
| SLRC | SLR INVESTMENT CORP COM | $3.10万 | 0.03% | 2,166 | 2,166 | — | $3.10万 | 新建仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $3.15万 | 0.03% | 127 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC. COMMON STOCK | $3.16万 | 0.03% | 209 | -5 | -2.3% | -$756 | 减仓 |
| NEE | NEXTERA ENERGY INC COM USD0.01 | $3.18万 | 0.03% | 342 | 2 | 0.6% | $186 | 加仓 |
| DGS | WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND | $3.18万 | 0.03% | 529 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUS MACH CORP COM USD0.20 | $3.20万 | 0.03% | 132 | 0 | 0.0% | — | 不变 |
| USA | LIBERTY ALL-STAR EQUITY FUND | $3.25万 | 0.03% | 5,860 | 5,860 | — | $3.25万 | 新建仓 |
| FDN | FIRST TR EXCHANGE TRADED FD DOW JONES INTERNET INDEX FD | $3.30万 | 0.03% | 141 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TRUST STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $3.49万 | 0.03% | 762 | 6 | 0.8% | $275 | 加仓 |
| CPNG | COUPANG INC CL A | $3.57万 | 0.03% | 1,893 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $3.62万 | 0.03% | 549 | 548 | 54,800.0% | $3.62万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR US SMALL-CAP ETF | $3.66万 | 0.03% | 1,259 | 0 | 0.0% | — | 不变 |
| XYZ | BLOCK INC CL A | $3.77万 | 0.03% | 626 | -34 | -5.2% | -$2,046 | 减仓 |
| ARCC | ARES CAPITAL CORP COM | $3.85万 | 0.03% | 2,134 | 2,134 | — | $3.85万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TRUST STATE STREET ENERGY SELECT SECTOR SPDR ETF | $3.88万 | 0.03% | 633 | 633 | — | $3.88万 | 新建仓 |
| THQ | ABRDN HEALTHCARE OPPORTUNITIES FD COM USD0.01 | $3.88万 | 0.03% | 2,310 | 2,310 | — | $3.88万 | 新建仓 |
| UTG | REAVES UTILITY INCOME FUND | $3.90万 | 0.03% | 992 | 992 | — | $3.90万 | 新建仓 |
| QQQM | INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF | $3.90万 | 0.03% | 164 | 0 | 0.0% | — | 不变 |
| ROKU | ROKU INC COM CL A | $3.93万 | 0.03% | 415 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRUMENTS INC COM USD1.00 | $4.00万 | 0.03% | 206 | 1 | 0.5% | $194 | 加仓 |
| WMT | WALMART INC COM | $4.03万 | 0.03% | 324 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORPORATION COM | $4.04万 | 0.03% | 213 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC COM USD0.01 | $4.06万 | 0.03% | 48 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $4.08万 | 0.03% | 201 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $4.14万 | 0.03% | 1,671 | 0 | 0.0% | — | 不变 |
| FPX | FIRST TRUST US EQUITY OPPORTUNITIES ETF | $4.15万 | 0.03% | 261 | 0 | 0.0% | — | 不变 |
| BTO | JOHN HANCOCK FINANCIAL OPPTS FUND COM SHS OF BEN INT NPV | $4.16万 | 0.03% | 1,160 | 1,160 | — | $4.16万 | 新建仓 |
| — | ABRDN GLOBAL PREMIER PPTYS FD COM SH BEN INT | $4.19万 | 0.03% | 3,789 | 3,789 | — | $4.19万 | 新建仓 |
| BIZD | VANECK ETF TR VANECK BDC INCOME ETF | $4.23万 | 0.03% | 3,308 | 2,071 | 167.4% | $2.65万 | 加仓 |
| BRSP | BRIGHTSPIRE CAPITAL INC COM CL A | $4.33万 | 0.04% | 7,726 | 7,726 | — | $4.33万 | 新建仓 |
| PDI | PIMCO DYNAMIC INCOME FD COM USD0.00001 | $4.33万 | 0.04% | 2,531 | 2,531 | — | $4.33万 | 新建仓 |
| RIVN | RIVIAN AUTOMOTIVE INC COM CL A | $4.38万 | 0.04% | 2,911 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $4.39万 | 0.04% | 165 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT INC | $4.41万 | 0.04% | 102 | 1 | 1.0% | $432 | 加仓 |
| PRF | INVESCO EXCHANGE- TRADED FUND TRUST INVESCO RAFI US 1000 ETF | $4.49万 | 0.04% | 945 | 0 | 0.0% | — | 不变 |
| ARI | APOLLO COMMERCIAL REAL ESTATE FINANCE INC | $4.60万 | 0.04% | 4,355 | 4,355 | — | $4.60万 | 新建仓 |
| PDO | PIMCO DYNAMIC INCOME OPRNTS FD COM BEN SHS | $4.66万 | 0.04% | 3,604 | 3,604 | — | $4.66万 | 新建仓 |
| CME | CME GROUP INC COM | $4.94万 | 0.04% | 167 | 0 | 0.0% | — | 不变 |
| TSLX | SIXTH STREET SPECIALTY LENDING COM | $5.04万 | 0.04% | 2,740 | 2,740 | — | $5.04万 | 新建仓 |
| BRSL | BRIGHTSTAR LOTTERY PLC ORDINARY SHARES | $5.10万 | 0.04% | 4,000 | 4,000 | — | $5.10万 | 新建仓 |
| BP | BP PLC SPONSORED ADR | $5.33万 | 0.04% | 1,133 | 1,058 | 1,410.7% | $4.97万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $5.41万 | 0.04% | 160 | 2 | 1.3% | $676 | 加仓 |
| COIN | COINBASE GLOBAL, INC. CLASS A COMMON STOCK | $5.41万 | 0.04% | 310 | 178 | 134.8% | $3.11万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $5.61万 | 0.05% | 1,459 | -14,140 | -90.6% | -$54.33万 | 减仓 |
| IAK | ISHARES TR U.S. INSRNCE ETF | $5.79万 | 0.05% | 452 | 2 | 0.4% | $256 | 加仓 |
| ACN | ACCENTURE PLC | $5.84万 | 0.05% | 294 | 0 | 0.0% | — | 不变 |
| CSWC | CAPITAL SOUTHWEST CORPORATION COM USD0.25 | $5.86万 | 0.05% | 2,650 | 150 | 6.0% | $3,318 | 加仓 |
| HYLN | HYLIION HOLDINGS CORP COMMON STOCK | $6.07万 | 0.05% | 34,487 | 6,565 | 23.5% | $1.16万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $6.15万 | 0.05% | 1,014 | 0 | 0.0% | — | 不变 |
| PAXS | PIMCO ACCESS INCOME FUND SHS BENFIN INT | $6.71万 | 0.05% | 4,659 | 4,659 | — | $6.71万 | 新建仓 |
| VEEV | VEEVA SYSTEMS INC | $6.80万 | 0.06% | 387 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATERIALS INC COM USD0.01 | $6.84万 | 0.06% | 200 | 200 | — | $6.84万 | 新建仓 |
| BX | BLACKSTONE INC | $6.90万 | 0.06% | 600 | 1 | 0.2% | $115 | 加仓 |
| HD | HOME DEPOT INC | $6.93万 | 0.06% | 211 | 126 | 148.2% | $4.14万 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT INC COM NEW | $7.00万 | 0.06% | 3,308 | 3,308 | — | $7.00万 | 新建仓 |
| ABBV | ABBVIE INC COM USD0.01 | $7.09万 | 0.06% | 326 | 1 | 0.3% | $217 | 加仓 |
| SBUX | STARBUCKS CORP COM USD0.001 | $7.11万 | 0.06% | 794 | 0 | 0.0% | — | 不变 |
| SOFI | SOFI TECHNOLOGIES INC COM | $7.25万 | 0.06% | 4,565 | 4,207 | 1,175.1% | $6.68万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS HIGH DIV YLD | $7.38万 | 0.06% | 499 | -67 | -11.8% | -$9,913 | 减仓 |
| AAL | AMERICAN AIRLINES GROUP INC COM USD0.01 | $7.52万 | 0.06% | 7,000 | 7,000 | — | $7.52万 | 新建仓 |
| UFOX | ETF SER SOLUTIONS DEFIANCE CONNECT | $7.67万 | 0.06% | 1,126 | -23 | -2.0% | -$1,567 | 减仓 |
| HQH | ABRDN HEALTHCARE INVESTORS SBI USD0.01 | $7.77万 | 0.06% | 4,370 | 4,370 | — | $7.77万 | 新建仓 |
| PJT | PJT PARTNERS INC COM CL A | $7.81万 | 0.06% | 559 | 0 | 0.0% | — | 不变 |
| GRID | FIRST TR EXCHANGE TRADED FD II NASDQ CLN EDGE | $7.83万 | 0.06% | 479 | 479 | — | $7.83万 | 新建仓 |
| JPC | NUVEEN PFD &INCOME OPPORTUNIT COM | $7.96万 | 0.06% | 10,561 | 10,561 | — | $7.96万 | 新建仓 |
| MLM | MARTIN MARIETTA MATERIALS INC COM USD0.01 | $8.01万 | 0.07% | 136 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST I THE FREE MARKETS ETF | $8.03万 | 0.07% | 3,898 | -186 | -4.6% | -$3,832 | 减仓 |
| — | ABRDN WORLD HEALTHCARE FUND SHS OF BEN INTERES USD0.01 | $8.22万 | 0.07% | 7,046 | 7,046 | — | $8.22万 | 新建仓 |
| ALB | ALBEMARLE CORP COM USD0.01 | $8.24万 | 0.07% | 459 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $8.59万 | 0.07% | 422 | 203 | 92.7% | $4.13万 | 加仓 |
| AUR | AURORA INNOVATION INC CLASS A COM | $8.80万 | 0.07% | 21,351 | 4,003 | 23.1% | $1.65万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX FDS FTSE EUROPE ETF | $9.13万 | 0.07% | 1,107 | 772 | 230.4% | $6.37万 | 加仓 |
| IEX | IDEX CORP COM USD0.01 | $9.69万 | 0.08% | 511 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC COM | $9.82万 | 0.08% | 526 | 0 | 0.0% | — | 不变 |
| DDOG | DATADOG INC CL A COM | $10.03万 | 0.08% | 850 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE COM NEW | $10.24万 | 0.08% | 361 | 150 | 71.1% | $4.26万 | 加仓 |
| CRCL | CIRCLE INTERNET GROUP INC COM CL A | $10.50万 | 0.09% | 1,100 | 1,100 | — | $10.50万 | 新建仓 |
| PTY | PIMCO CORPORATE &INCOME OPPOR COM | $10.84万 | 0.09% | 8,987 | 8,987 | — | $10.84万 | 新建仓 |
| BA | BOEING CO | $10.97万 | 0.09% | 551 | 550 | 55,000.0% | $10.95万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $11.15万 | 0.09% | 257 | 257 | — | $11.15万 | 新建仓 |
| TMQ | TRILOGY METALS INC NEW COM NPV ISIN #CA89621C1059 SEDOL #BYZBNP1 | $11.29万 | 0.09% | 31,437 | 0 | 0.0% | — | 不变 |
| GGG | GRACO INC | $11.46万 | 0.09% | 1,354 | 1 | 0.1% | $85 | 加仓 |
| MELI | MERCADOLIBRE INC COM USD0.001 | $11.58万 | 0.09% | 67 | 19 | 39.6% | $3.29万 | 加仓 |
| SE | SEA LIMITED ADS EACH REP ONE CLASS A ORD SHS | $11.76万 | 0.10% | 1,420 | 47 | 3.4% | $3,892 | 加仓 |
| VXF | VANGUARD EXTENDED MARKETS INDEX FUND | $11.95万 | 0.10% | 581 | 301 | 107.5% | $6.19万 | 加仓 |
| JPM | JPMORGAN CHASE &CO. COM | $12.04万 | 0.10% | 409 | 300 | 275.2% | $8.83万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $12.08万 | 0.10% | 262 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD DEVELOPED MARKETS INDEX FUND ETF | $12.12万 | 0.10% | 1,892 | 0 | 0.0% | — | 不变 |
| PFFA | ETFIS SER TR I VIRTUS INFRCAP | $12.26万 | 0.10% | 6,020 | 6,020 | — | $12.26万 | 新建仓 |
| APP | APPLOVIN CORP COM CL A | $12.33万 | 0.10% | 310 | 256 | 474.1% | $10.19万 | 加仓 |