XXEC, Inc.
TULSA OK · SEC CIK 0001828822
$7.70亿2026Q2 申报市值
23持仓数
66.0%前十大占比 · 第一大 8.3%
2 / 2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
MTD 加仓+$3,602.22万
MCO 加仓+$3,245.42万
OLED 加仓+$2,867.22万
FICO 加仓+$2,622.92万
ABBOTT LABS 加仓+$2,239.32万
2026Q2 卖出最多 按季末市值估算
SLB 清仓-$2,929.65万
TER 清仓-$1,389.37万
MA 减仓-$413.71万
CSX 减仓-$165.82万
XYL 减仓-$77.33万
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 |
|---|---|---|---|---|---|---|---|---|
| SLB | SLB LIMITED F | $0 | 0.00% | 0 | -669,474 | -100.0% | -$2,929.65万 | 清仓 |
| TER | TERADYNE INC | $0 | 0.00% | 0 | -61,749 | -100.0% | -$1,389.37万 | 清仓 |
| MKC | MCCORMICK & CO INC | $119.63万 | 0.16% | 24,927 | 24,927 | — | $119.63万 | 新建仓 |
| CSX | CSX CORP | $294.75万 | 0.38% | 63,806 | -35,896 | -36.0% | -$165.82万 | 减仓 |
| WCN | WASTE CONNECTIONS INC F | $594.64万 | 0.77% | 37,165 | 37,165 | — | $594.64万 | 新建仓 |
| PAYX | PAYCHEX INC | $1,512.39万 | 1.96% | 156,379 | 123,452 | 374.9% | $1,193.94万 | 加仓 |
| — | RELIANCE INC | $1,732.89万 | 2.25% | 45,566 | 8,911 | 24.3% | $338.89万 | 加仓 |
| XYL | XYLEM INC | $1,826.24万 | 2.37% | 164,256 | -6,955 | -4.1% | -$77.33万 | 减仓 |
| HTFL | HEARTFLOW INC | $1,836.40万 | 2.38% | 599,194 | 320,513 | 115.0% | $982.30万 | 加仓 |
| — | BADGER METER INC | $2,603.02万 | 3.38% | 204,736 | 107,090 | 109.7% | $1,361.55万 | 加仓 |
| CB | CHUBB LTD F | $2,621.01万 | 3.40% | 80,652 | 30,611 | 61.2% | $994.79万 | 加仓 |
| — | ABBOTT LABS | $2,755.72万 | 3.58% | 311,607 | 253,214 | 433.6% | $2,239.32万 | 加仓 |
| FICO | FAIR ISAAC CORP | $3,220.06万 | 4.18% | 27,534 | 22,428 | 439.2% | $2,622.92万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY CLASS B | $3,308.78万 | 4.30% | 68,400 | 26,275 | 62.4% | $1,271.03万 | 加仓 |
| NVO | NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $3,732.00万 | 4.85% | 830,388 | 285,368 | 52.4% | $1,282.52万 | 加仓 |
| INTU | INTUIT | $3,866.96万 | 5.02% | 120,315 | 50,654 | 72.7% | $1,628.04万 | 加仓 |
| VRSK | VERISK ANALYTICS INC | $3,949.43万 | 5.13% | 225,561 | 100,944 | 81.0% | $1,767.46万 | 加仓 |
| V | VISA INC CLASS CLASS A | $4,137.79万 | 5.37% | 126,672 | 5,107 | 4.2% | $166.82万 | 加仓 |
| MA | MASTERCARD INC CLASS CLASS A | $4,735.88万 | 6.15% | 95,940 | -8,381 | -8.0% | -$413.71万 | 减仓 |
| MTD | METTLER-TOLEDO INTL INC | $5,113.92万 | 6.64% | 44,343 | 31,235 | 238.3% | $3,602.22万 | 加仓 |
| GNTX | GENTEX CORP | $5,126.05万 | 6.66% | 2,107,299 | 566,237 | 36.7% | $1,377.38万 | 加仓 |
| NDSN | NORDSON CORP | $5,514.42万 | 7.16% | 191,958 | 13,137 | 7.3% | $377.39万 | 加仓 |
| MSFT | MIRCOSOFT CORP | $5,686.33万 | 7.38% | 140,205 | 38,057 | 37.3% | $1,543.49万 | 加仓 |
| MCO | MOODYS CORP | $6,352.64万 | 8.25% | 141,570 | 72,325 | 104.4% | $3,245.42万 | 加仓 |
| OLED | UNIVERSAL DISPLAY CORP | $6,371.61万 | 8.27% | 703,521 | 316,584 | 81.8% | $2,867.22万 | 加仓 |