MAINSAIL ASSET MANAGEMENT, LLC
BIRMINGHAM AL · SEC CIK 0002016972
$2.23亿2026Q1 申报市值
112持仓数
70.8%前十大占比 · 第一大 19.0%
13 / 9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
WMT 加仓+$66.34万
JPM 加仓+$59.30万
MSFT 加仓+$51.75万
AAPL 加仓+$39.90万
AVGO 加仓+$38.44万
2026Q1 卖出最多 按季末市值估算
ICSH 减仓-$697.18万
CLOA 减仓-$61.13万
BSV 减仓-$47.93万
VUG 减仓-$38.39万
MINT 减仓-$34.65万
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 |
|---|---|---|---|---|---|---|---|---|
| REGN | REGENERON PHARMACEUTICALS | $21.40万 | 0.10% | 277 | -8 | -2.8% | -$6,181 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $21.23万 | 0.10% | 5,525 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $21.12万 | 0.09% | 242 | 242 | — | $21.12万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $20.93万 | 0.09% | 536 | -36 | -6.3% | -$1.41万 | 重新持有 |
| USFR | WISDOMTREE TR | $20.57万 | 0.09% | 4,087 | 4,087 | — | $20.57万 | 新建仓 |
| TFLO | ISHARES TR | $20.49万 | 0.09% | 4,048 | 11 | 0.3% | $557 | 加仓 |
| CPRT | COPART INC | $20.44万 | 0.09% | 6,157 | 6,157 | — | $20.44万 | 新建仓 |
| AMGN | AMGEN INC | $20.37万 | 0.09% | 579 | 579 | — | $20.37万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $20.36万 | 0.09% | 456 | 2 | 0.4% | $893 | 加仓 |
| ORI | OLD REP INTL CORP | $20.31万 | 0.09% | 5,089 | -300 | -5.6% | -$1.20万 | 减仓 |
| AUR | AURORA INNOVATION INC | $8.24万 | 0.04% | 20,000 | 0 | 0.0% | — | 不变 |
| MPT | MEDICAL PROPERTIES TRUST INC | $6.72万 | 0.03% | 14,518 | -1,951 | -11.8% | -$9,033 | 减仓 |
| PEP | PEPSICO INC | $0 | 0.00% | 0 | -2,362 | -100.0% | -$33.90万 | 清仓 |
| TEAM | ATLASSIAN CORPORATION | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VRSN | VERISIGN INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -1,500 | -100.0% | -$22.98万 | 清仓 |
| MEDP | MEDPACE HLDGS INC | $0 | 0.00% | 0 | -407 | -100.0% | -$22.86万 | 清仓 |
| EXPE | EXPEDIA GROUP INC | $0 | 0.00% | 0 | -783 | -100.0% | -$22.18万 | 清仓 |
| GD | GENERAL DYNAMICS CORP | $0 | 0.00% | 0 | -650 | -100.0% | -$21.90万 | 清仓 |
| INTC | INTEL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ANET | ARISTA NETWORKS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | CADENCE BANK | $0 | 0.00% | 0 | -4,943 | -100.0% | -$21.18万 | 清仓 |
| SCHW | SCHWAB CHARLES CORP | $0 | 0.00% | 0 | -2,066 | -100.0% | -$20.64万 | 清仓 |
| ADT | ADT INC DEL | $0 | 0.00% | 0 | -12,910 | -100.0% | -$10.42万 | 清仓 |
| — | MICROVAST HOLDINGS INC | $0 | 0.00% | 0 | -20,000 | -100.0% | -$5.60万 | 清仓 |