POSTROCK PARTNERS LLC
OVERLAND PARK KS · SEC CIK 0002053668
$2.46亿2026Q2 申报市值
78持仓数
67.5%前十大占比 · 第一大 16.9%
2 / 7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
IVV 加仓+$77.81万
ENTG 新建仓+$27.66万
IJH 新建仓+$26.08万
IJR 加仓+$9.51万
IBMO 加仓+$5.00万
2026Q2 卖出最多 按季末市值估算
LHX 清仓-$22.85万
EQT 清仓-$22.53万
T 清仓-$21.66万
TYL 清仓-$21.57万
ENSG 清仓-$21.08万
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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $4,155.90万 | 16.90% | 143,624 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $3,294.94万 | 13.40% | 44 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $1,721.02万 | 7.00% | 48,158 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $1,626.87万 | 6.62% | 338,720 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $1,387.09万 | 5.64% | 18,522 | 1,039 | 5.9% | $77.81万 | 加仓 |
| GOOG | ALPHABET INC | $985.44万 | 4.01% | 27,890 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $978.01万 | 3.98% | 28,506 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $900.93万 | 3.66% | 45,026 | 38 | 0.1% | $7,603 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $876.05万 | 3.56% | 49,150 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $665.69万 | 2.71% | 36,024 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $634.05万 | 2.58% | 5,493 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $529.15万 | 2.15% | 9,109 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $422.84万 | 1.72% | 17,741 | 30 | 0.2% | $7,150 | 加仓 |
| ROST | ROSS STORES INC | $367.32万 | 1.49% | 17,257 | 0 | 0.0% | — | 不变 |
| HEI | HEICO CORP NEW | $353.41万 | 1.44% | 9,922 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $259.17万 | 1.05% | 22,883 | 0 | 0.0% | — | 不变 |
| IBMP | ISHARES TR | $250.58万 | 1.02% | 98,576 | 1,950 | 2.0% | $4.96万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $237.57万 | 0.97% | 32,923 | 275 | 0.8% | $1.98万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $231.65万 | 0.94% | 6,793 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $212.75万 | 0.87% | 5,224 | 19 | 0.4% | $7,738 | 加仓 |
| RBA | RB GLOBAL INC | $207.05万 | 0.84% | 17,780 | 0 | 0.0% | — | 不变 |
| VRSK | VERISK ANALYTICS INC | $188.88万 | 0.77% | 10,521 | 0 | 0.0% | — | 不变 |
| VEEV | VEEVA SYS INC | $185.81万 | 0.76% | 10,470 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $177.30万 | 0.72% | 4,753 | 70 | 1.5% | $2.61万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $160.35万 | 0.65% | 14,916 | 0 | 0.0% | — | 不变 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $153.07万 | 0.62% | 39,522 | 0 | 0.0% | — | 不变 |
| LOPE | GRAND CANYON ED INC | $148.62万 | 0.60% | 10,385 | 0 | 0.0% | — | 不变 |
| TECH | BIO-TECHNE CORP | $148.41万 | 0.60% | 21,006 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $142.50万 | 0.58% | 15,444 | 366 | 2.4% | $3.38万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $134.42万 | 0.55% | 1,800 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO | $133.47万 | 0.54% | 42,225 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $114.63万 | 0.47% | 3,502 | 0 | 0.0% | — | 不变 |
| ROL | ROLLINS INC | $113.40万 | 0.46% | 27,169 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $109.04万 | 0.44% | 1,134 | 0 | 0.0% | — | 不变 |
| IBMO | ISHARES TR | $98.99万 | 0.40% | 38,606 | 1,950 | 5.3% | $5.00万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $98.39万 | 0.40% | 6,015 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $97.10万 | 0.39% | 1,038 | 0 | 0.0% | — | 不变 |
| SUB | ISHARES TR | $89.43万 | 0.36% | 8,400 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES TR | $86.80万 | 0.35% | 9,000 | 0 | 0.0% | — | 不变 |
| CPRT | COPART INC | $85.08万 | 0.35% | 30,180 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $80.70万 | 0.33% | 5,441 | 641 | 13.4% | $9.51万 | 加仓 |
| IWM | ISHARES TR | $75.29万 | 0.31% | 2,506 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC | $75.07万 | 0.31% | 1,683 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $70.34万 | 0.29% | 6,376 | 0 | 0.0% | — | 不变 |
| CGNX | COGNEX CORP | $70.20万 | 0.29% | 9,694 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $67.67万 | 0.28% | 936 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $67.15万 | 0.27% | 6,784 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC | $67.07万 | 0.27% | 1,615 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $65.58万 | 0.27% | 2,565 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $64.15万 | 0.26% | 546 | 0 | 0.0% | — | 不变 |
| BMOP | BNY MELLON ETF TRUST II | $63.89万 | 0.26% | 25,342 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $62.78万 | 0.26% | 2,765 | 0 | 0.0% | — | 不变 |
| GNTX | GENTEX CORP | $61.70万 | 0.25% | 24,417 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $59.47万 | 0.24% | 3,122 | 125 | 4.2% | $2.38万 | 加仓 |
| BAC | BANK OF AMER CORP | $55.39万 | 0.23% | 9,721 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $51.89万 | 0.21% | 5,227 | 202 | 4.0% | $2.01万 | 加仓 |
| CHE | CHEMED CORP NEW | $51.37万 | 0.21% | 1,103 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $50.24万 | 0.20% | 1,004 | 23 | 2.3% | $1.15万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $49.74万 | 0.20% | 1,850 | 0 | 0.0% | — | 不变 |
| IBMQ | ISHARES TR | $49.06万 | 0.20% | 19,181 | 1,950 | 11.3% | $4.99万 | 加仓 |
| LKQ | LKQ CORP | $43.30万 | 0.18% | 16,445 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES TR | $42.63万 | 0.17% | 5,192 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $41.80万 | 0.17% | 4,335 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $40.82万 | 0.17% | 3,475 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR | $37.96万 | 0.15% | 2,306 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $36.60万 | 0.15% | 497 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $33.87万 | 0.14% | 2,681 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $33.04万 | 0.13% | 3,988 | 0 | 0.0% | — | 不变 |
| CSGP | COSTAR GROUP INC | $32.40万 | 0.13% | 11,440 | 0 | 0.0% | — | 不变 |
| WST | WEST PHARMACEUTICAL SVSC INC | $27.68万 | 0.11% | 771 | 0 | 0.0% | — | 重新持有 |
| ENTG | ENTEGRIS INC | $27.66万 | 0.11% | 1,538 | 1,538 | — | $27.66万 | 新建仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $27.47万 | 0.11% | 1,880 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $26.80万 | 0.11% | 265 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $26.08万 | 0.11% | 3,382 | 3,382 | — | $26.08万 | 新建仓 |
| HD | HOME DEPOT INC | $25.15万 | 0.10% | 713 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $24.86万 | 0.10% | 484 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $22.33万 | 0.09% | 2,075 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $20.43万 | 0.08% | 925 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $0 | 0.00% | 0 | -662 | -100.0% | -$22.85万 | 清仓 |
| EQT | EQT CORP | $0 | 0.00% | 0 | -3,540 | -100.0% | -$22.53万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -7,470 | -100.0% | -$21.66万 | 清仓 |
| TYL | TYLER TECHNOLOGIES INC | $0 | 0.00% | 0 | -630 | -100.0% | -$21.57万 | 清仓 |
| ENSG | ENSIGN GROUP INC | $0 | 0.00% | 0 | -1,046 | -100.0% | -$21.08万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -481 | -100.0% | -$20.80万 | 清仓 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | -721 | -100.0% | -$20.13万 | 清仓 |