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 |
|---|---|---|---|---|---|---|---|---|
| GEV | GE VERNOVA INC COM | $12.40万 | 0.10% | 142 | 37 | 35.2% | $3.23万 | 加仓 |
| EPI | WISDOMTREE INDIA EARNINGS FUND | $12.43万 | 0.10% | 3,048 | 0 | 0.0% | — | 不变 |
| APG | API GROUP CORP COM STK | $13.46万 | 0.11% | 3,322 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $13.64万 | 0.11% | 504 | 500 | 12,500.0% | $13.53万 | 加仓 |
| DASH | DOORDASH INC CL A | $13.83万 | 0.11% | 921 | 0 | 0.0% | — | 不变 |
| CRWV | COREWEAVE INC COM CL A | $13.90万 | 0.11% | 1,794 | 203 | 12.8% | $1.57万 | 加仓 |
| IEV | ISHARES EUROPE ETF | $13.96万 | 0.11% | 2,055 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST STATE STREET S&P DIVIDEND ETF | $14.59万 | 0.12% | 1,000 | 1,000 | — | $14.59万 | 新建仓 |
| INTC | INTEL CORP COM USD0.001 | $14.92万 | 0.12% | 3,381 | 2,581 | 322.6% | $11.39万 | 加仓 |
| VFH | VANGUARD WORLD FD FINANCIALS ETF | $15.00万 | 0.12% | 1,241 | 1,241 | — | $15.00万 | 新建仓 |
| EWJ | ISHARES INC MSCI JPN ETF NEW | $15.23万 | 0.12% | 1,804 | 0 | 0.0% | — | 不变 |
| GSBD | GOLDMAN SACHS BDC INC SHS | $15.34万 | 0.13% | 17,274 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $15.48万 | 0.13% | 1,066 | 936 | 720.0% | $13.59万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX FDS TT WRLD ST ETF | $15.67万 | 0.13% | 1,133 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP CLASS A COM USD0.001 | $15.89万 | 0.13% | 1,258 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP COM | $16.27万 | 0.13% | 959 | 2 | 0.2% | $339 | 加仓 |
| MSDL | MORGAN STANLEY DIRECT LENDING COM SHS | $16.40万 | 0.13% | 11,749 | 543 | 4.8% | $7,580 | 加仓 |
| FWDI | FORWARD INDUSTRIES INC COM NEW | $16.68万 | 0.14% | 37,653 | 37,653 | — | $16.68万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC COM | $16.91万 | 0.14% | 2,351 | 2,050 | 681.1% | $14.75万 | 加仓 |
| JNJ | JOHNSON &JOHNSON COM | $17.25万 | 0.14% | 706 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC COM NPV CL A ISIN #CA82509L1076 SEDOL #BX865C7 | $17.79万 | 0.15% | 1,500 | 380 | 33.9% | $4.51万 | 加仓 |
| XLK | SELECT SECTOR SPDR TRUST STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $18.16万 | 0.15% | 1,367 | 1 | 0.1% | $133 | 加仓 |
| EFG | ISHARES TR EAFE GRWTH ETF | $18.44万 | 0.15% | 1,656 | -57 | -3.3% | -$6,347 | 减仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $19.08万 | 0.16% | 2,825 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR US LARGE-CAP ETF | $19.17万 | 0.16% | 7,478 | 0 | 0.0% | — | 不变 |
| NU | NU HOLDINGS LTD USD0.000006666666 CLASS A | $19.43万 | 0.16% | 13,522 | -35 | -0.3% | -$503 | 减仓 |
| QXO | QXO INC COM NEW | $20.25万 | 0.17% | 10,429 | 0 | 0.0% | — | 不变 |
| CORZ | CORE SCIENTIFIC INC NEW COM | $20.72万 | 0.17% | 13,852 | 0 | 0.0% | — | 不变 |
| OBDC | BLUE OWL CAPITAL CORPORATION COM USD0.01 | $21.20万 | 0.17% | 19,172 | 2,504 | 15.0% | $2.77万 | 加仓 |
| AVGO | BROADCOM INC COM | $22.36万 | 0.18% | 722 | 1 | 0.1% | $310 | 加仓 |
| BFLY | BUTTERFLY NETWORK INC COM CL A | $22.50万 | 0.18% | 55,702 | 8,130 | 17.1% | $3.28万 | 加仓 |
| XLI | SELECT SECTOR SPDR TRUST STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $22.93万 | 0.19% | 1,418 | 1,418 | — | $22.93万 | 新建仓 |
| WCLD | WISDOMTREE TR CLOUD COMPUTNG | $23.17万 | 0.19% | 8,483 | 724 | 9.3% | $1.98万 | 加仓 |
| — | VALKYRIE ETF TRUST II COINSHARES BITCOIN MINING ETF | $23.36万 | 0.19% | 6,708 | 6,000 | 847.5% | $20.89万 | 加仓 |
| MTBA | SIMPLIFY EXCHANGE TRADED FUNDS SIMPLIFY MBS ETF | $23.57万 | 0.19% | 4,766 | 4,766 | — | $23.57万 | 新建仓 |
| NFLX | NETFLIX INC | $24.13万 | 0.20% | 2,510 | 250 | 11.1% | $2.40万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC COM | $25.07万 | 0.20% | 2,250 | 2,000 | 800.0% | $22.28万 | 加仓 |
| MRK | MERCK &CO. INC COM | $26.11万 | 0.21% | 2,171 | 2,002 | 1,184.6% | $24.08万 | 加仓 |
| MA | MASTERCARD INCORPORATED CL A | $26.63万 | 0.22% | 533 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS EACH REP 5 ORD TWD10 | $27.06万 | 0.22% | 801 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES CORE S&P SMALL-CAP E | $28.31万 | 0.23% | 2,277 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC COM | $29.22万 | 0.24% | 1,202 | 600 | 99.7% | $14.58万 | 加仓 |
| ASML | ASML HOLDING NV EUR0.09 NY REGISTRY SHS 2012 | $29.61万 | 0.24% | 224 | 20 | 9.8% | $2.64万 | 加仓 |
| SYM | SYMBOTIC INC CLASS A COM | $29.87万 | 0.24% | 5,616 | 0 | 0.0% | — | 不变 |
| VOX | VANGUARD WORLD FD COMM SRVC ETF | $30.41万 | 0.25% | 1,691 | 1,691 | — | $30.41万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B | $30.94万 | 0.25% | 646 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR RUS 2000 GRW ETF | $31.00万 | 0.25% | 988 | -35 | -3.4% | -$1.10万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS DIV APP ETF | $31.23万 | 0.25% | 1,452 | 1,360 | 1,478.3% | $29.25万 | 加仓 |
| C | CITIGROUP INC | $31.81万 | 0.26% | 2,805 | 2,804 | 280,400.0% | $31.80万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $34.86万 | 0.28% | 2,383 | 438 | 22.5% | $6.41万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $36.15万 | 0.30% | 926 | 0 | 0.0% | — | 不变 |
| EIS | ISHARES MSCI ISRAEL ETF | $38.04万 | 0.31% | 3,279 | 0 | 0.0% | — | 不变 |
| PKW | INVESCO EXCHANGE TRADED FD TR BUYBACK ACHIEV | $41.00万 | 0.33% | 3,124 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD WORLD FD ENERGY ETF | $44.97万 | 0.37% | 2,599 | 2,599 | — | $44.97万 | 新建仓 |
| COST | COSTCO WHOLESALE CORP COM | $47.10万 | 0.38% | 473 | 300 | 173.4% | $29.87万 | 加仓 |
| VTV | VANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TR | $48.00万 | 0.39% | 2,447 | 1,721 | 237.1% | $33.76万 | 加仓 |
| NXT | NEXTPOWER INC. CLASS A COMMON STOCK | $54.56万 | 0.45% | 4,526 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC CAP STK CL A | $56.23万 | 0.46% | 1,955 | 2 | 0.1% | $575 | 加仓 |
| VIS | VANGUARD FD INDUSTRIAL ETF | $56.35万 | 0.46% | 1,805 | 1,805 | — | $56.35万 | 新建仓 |
| DX | DYNEX CAP INC COM | $59.63万 | 0.49% | 46,732 | 46,732 | — | $59.63万 | 新建仓 |
| V | VISA INC | $65.34万 | 0.53% | 2,162 | 1 | 0.0% | $302 | 加仓 |
| GLD | SPDR GOLD TR GOLD SHS | $69.65万 | 0.57% | 1,619 | 200 | 14.1% | $8.60万 | 加仓 |
| PL | PLANET LABS PBC COM CL A | $71.04万 | 0.58% | 25,418 | -2,700 | -9.6% | -$7.55万 | 减仓 |
| CLS | CELESTICA INC COM NPV ISIN #CA15101Q2071 SEDOL #BSCB6L9 | $71.98万 | 0.59% | 2,555 | 0 | 0.0% | — | 不变 |
| RUNN | RUNNING OAK EFFICIENT GROWTH ETF | $72.50万 | 0.59% | 22,510 | -1,564 | -6.5% | -$5.04万 | 减仓 |
| ARKW | ARK ETF TR NEXT GNRTN INTER | $73.34万 | 0.60% | 6,081 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TRUST STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $75.29万 | 0.61% | 5,135 | 540 | 11.8% | $7.92万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $78.01万 | 0.64% | 4,473 | 638 | 16.6% | $11.13万 | 加仓 |
| META | META PLATFORMS INC CLASS A COMMON STOCK | $80.18万 | 0.65% | 1,401 | 0 | 0.0% | — | 不变 |
| SKYY | FIRST TRUST CLOUD COMPUTING ETF | $88.95万 | 0.73% | 8,133 | -271 | -3.2% | -$2.96万 | 减仓 |
| SPHR | SPHERE ENTERTAINMENT CO COM USD0.01 CLASS A | $91.00万 | 0.74% | 7,751 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON.COM INC | $92.22万 | 0.75% | 4,428 | 930 | 26.6% | $19.37万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $93.05万 | 0.76% | 3,244 | 196 | 6.4% | $5.62万 | 加仓 |
| VUG | VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS | $98.36万 | 0.80% | 2,252 | 1,433 | 175.0% | $62.59万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | $99.82万 | 0.81% | 16,910 | 8,719 | 106.4% | $51.47万 | 加仓 |
| ARKK | ARK ETF TRUST INNOVATION ETF | $110.95万 | 0.91% | 16,416 | -349 | -2.1% | -$2.36万 | 减仓 |
| TSLA | TESLA INC COM | $111.36万 | 0.91% | 2,996 | 279 | 10.3% | $10.37万 | 加仓 |
| VOO | VANGUARD INDEX FUNDS S&P 500 ETF USD | $115.19万 | 0.94% | 1,928 | 9 | 0.5% | $5,377 | 加仓 |
| AMGN | AMGEN INC | $117.67万 | 0.96% | 3,344 | 2,000 | 148.8% | $70.38万 | 加仓 |
| SGOL | ETFS GOLD TR PHYSCL GOLD SHS | $118.95万 | 0.97% | 26,658 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $133.25万 | 1.09% | 3,600 | 454 | 14.4% | $16.80万 | 加仓 |
| AAPL | APPLE INC | $136.45万 | 1.11% | 5,376 | 135 | 2.6% | $3.43万 | 加仓 |
| GBDC | GOLUB CAP BDC INC COM | $141.90万 | 1.16% | 112,081 | 415 | 0.4% | $5,254 | 加仓 |
| SMH | VANECK ETF TRUST SEMICONDUCTR ETF | $185.49万 | 1.51% | 4,838 | -610 | -11.2% | -$23.39万 | 减仓 |
| BXSL | BLACKSTONE SECD LENDING FD COMMON STOCK | $215.12万 | 1.76% | 90,806 | 5,476 | 6.4% | $12.97万 | 加仓 |
| DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST UNITS | $309.12万 | 2.52% | 6,674 | 3,873 | 138.3% | $179.39万 | 加仓 |
| AGNC | AGNC INVT CORP COM | $317.13万 | 2.59% | 316,178 | 316,178 | — | $317.13万 | 新建仓 |
| SOXX | ISHARES TR ISHARES SEMICDTR | $324.56万 | 2.65% | 9,875 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INC CL A COM | $341.33万 | 2.79% | 16,542 | 4,086 | 32.8% | $84.31万 | 加仓 |
| VB | VANGUARD SMALL-CAP INDEX FUND | $349.74万 | 2.85% | 13,353 | 3,678 | 38.0% | $96.33万 | 加仓 |
| DGRW | WISDOMTREE TR US QUALITY DIVID GROWTH FD | $367.12万 | 3.00% | 41,794 | -2,056 | -4.7% | -$18.06万 | 减仓 |
| CSCO | CISCO SYSTEMS INC | $387.51万 | 3.16% | 49,943 | 49,534 | 12,111.0% | $384.33万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF UNITS | $508.79万 | 4.15% | 7,823 | 3,174 | 68.3% | $206.43万 | 加仓 |
| IWF | ISHARES TR RUS 1000 GRW ETF | $792.54万 | 6.47% | 18,587 | -446 | -2.3% | -$19.02万 | 减仓 |
| QQQ | INVESCO QQQ TR UNIT SER 1 | $1,129.48万 | 9.22% | 19,569 | 732 | 3.9% | $42.25万 | 加仓 |
| VTI | VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF | $1,204.13万 | 9.83% | 37,534 | 1,812 | 5.1% | $58.13万 | 加仓 |
| VGT | VANGUARD WORLD FD INF TECH ETF | $1,223.69万 | 9.99% | 17,538 | -526 | -2.9% | -$36.70万 | 减仓 |