Azimuth Capital Investment Management LLC
BLOOMFIELD HILLS MI · SEC CIK 0001942364
$26.57亿2026Q1 申报市值
300持仓数
25.3%前十大占比 · 第一大 4.3%
9 / 16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
GEV 加仓+$1,830.65万
GNRC 新建仓+$1,619.75万
ABNB 加仓+$1,468.59万
Murata Manufactu 新建仓+$1,346.31万
SLB 加仓+$1,241.97万
2026Q1 卖出最多 按季末市值估算
PEN 减仓-$2,106.76万
BNY 减仓-$1,806.59万
WDAY 清仓-$1,626.49万
WFC 减仓-$1,409.00万
CTVA 减仓-$1,368.27万
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 |
|---|---|---|---|---|---|---|---|---|
| XYL | Xylem Inc | $0 | 0.00% | 0 | -92,770 | -100.0% | -$1,263.34万 | 清仓 |
| — | Marsh & McLennan Companies Inc | $0 | 0.00% | 0 | -52,153 | -100.0% | -$967.54万 | 清仓 |
| TYL | Tyler Technologies Inc | $0 | 0.00% | 0 | -15,361 | -100.0% | -$697.31万 | 清仓 |
| CSGP | CoStar Group Inc | $0 | 0.00% | 0 | -94,063 | -100.0% | -$632.48万 | 清仓 |
| CHKP | Check Point Software Technolog | $0 | 0.00% | 0 | -23,501 | -100.0% | -$436.08万 | 清仓 |
| — | Daiichi Sankyo Co Ltd ADR | $0 | 0.00% | 0 | -186,590 | -100.0% | -$398.56万 | 清仓 |
| — | Comerica Inc | $0 | 0.00% | 0 | -19,542 | -100.0% | -$169.88万 | 清仓 |
| FLUT | Flutter Entertainment PLC | $0 | 0.00% | 0 | -1,363 | -100.0% | -$29.31万 | 清仓 |
| ZS | Zscaler Inc | $0 | 0.00% | 0 | -1,250 | -100.0% | -$28.11万 | 清仓 |
| BSX | Boston Scientific Corp | $0 | 0.00% | 0 | -2,553 | -100.0% | -$24.34万 | 清仓 |
| ALAB | Astera Labs Inc | $0 | 0.00% | 0 | -1,400 | -100.0% | -$23.29万 | 清仓 |
| HEI/A | Heico Corp Cl A | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UL | Unilever PLC ADR | $0 | 0.00% | 0 | -3,319 | -100.0% | -$21.71万 | 清仓 |
| NKE | Nike Inc | $0 | 0.00% | 0 | -3,350 | -100.0% | -$21.34万 | 清仓 |
| GIS | General Mills Inc | $0 | 0.00% | 0 | -4,310 | -100.0% | -$20.04万 | 清仓 |
| INGR | Ingredion Inc | $0 | 0.00% | 0 | -1,815 | -100.0% | -$20.01万 | 清仓 |
| — | Invesco Van Kampen Muni.Op.Tr | $0 | 0.00% | 43,613 | 0 | 0.0% | — | 不变 |