POSTROCK PARTNERS LLC
OVERLAND PARK KS · SEC CIK 0002053668
$2.16亿2026Q1 申报市值
82持仓数
67.7%前十大占比 · 第一大 16.9%
3 / 2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
BMOP 新建仓+$62.42万
IVV 加仓+$47.55万
EQT 新建仓+$22.53万
ENSG 新建仓+$21.08万
AAPL 加仓+$1.02万
2026Q1 卖出最多 按季末市值估算
USB 清仓-$59.36万
CRM 清仓-$23.95万
SPY 减仓-$10.67万
LOPE 减仓-$7,311
MU 减仓-$5,743
2026Q1 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 | $3,645.03万 | 16.86% | 143,624 | 40 | 0.0% | $1.02万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $3,159.82万 | 14.62% | 44 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $1,571.66万 | 7.27% | 338,720 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $1,384.83万 | 6.41% | 48,158 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $1,142.01万 | 5.28% | 17,483 | 728 | 4.3% | $47.55万 | 加仓 |
| V | VISA INC | $861.57万 | 3.99% | 28,506 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $827.75万 | 3.83% | 1,966 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $800.05万 | 3.70% | 27,890 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $784.59万 | 3.63% | 44,988 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $463.92万 | 2.15% | 36,024 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC | $373.84万 | 1.73% | 17,257 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $368.87万 | 1.71% | 17,711 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $284.39万 | 1.32% | 22,883 | 0 | 0.0% | — | 不变 |
| HEI | HEICO CORP NEW | $272.06万 | 1.26% | 9,922 | 0 | 0.0% | — | 不变 |
| IBMP | ISHARES TR | $245.82万 | 1.14% | 96,626 | 17 | 0.0% | $432 | 加仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $242.47万 | 1.12% | 39,522 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $234.84万 | 1.09% | 32,648 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $221.39万 | 1.02% | 5,205 | 0 | 0.0% | — | 不变 |
| VRSK | VERISK ANALYTICS INC | $199.64万 | 0.92% | 10,521 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO | $191.28万 | 0.88% | 42,225 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $185.58万 | 0.86% | 5,493 | -17 | -0.3% | -$5,743 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $185.30万 | 0.86% | 9,109 | 0 | 0.0% | — | 不变 |
| VEEV | VEEVA SYS INC | $183.92万 | 0.85% | 10,470 | 0 | 0.0% | — | 不变 |
| LOPE | GRAND CANYON ED INC | $176.58万 | 0.82% | 10,385 | -43 | -0.4% | -$7,311 | 减仓 |
| MSFT | MICROSOFT CORP | $173.35万 | 0.80% | 4,683 | 0 | 0.0% | — | 不变 |
| RBA | RB GLOBAL INC | $170.42万 | 0.79% | 17,780 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $146.74万 | 0.68% | 14,916 | 0 | 0.0% | — | 不变 |
| ROL | ROLLINS INC | $145.11万 | 0.67% | 27,169 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $141.70万 | 0.66% | 15,078 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $117.06万 | 0.54% | 1,800 | -164 | -8.4% | -$10.67万 | 减仓 |
| TECH | BIO-TECHNE CORP | $109.78万 | 0.51% | 21,006 | -80 | -0.4% | -$4,181 | 减仓 |
| BLK | BLACKROCK INC | $109.06万 | 0.50% | 1,134 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $108.91万 | 0.50% | 6,793 | 55 | 0.8% | $8,818 | 加仓 |
| AMT | AMERICAN TOWER CORP | $103.81万 | 0.48% | 6,015 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $103.43万 | 0.48% | 1,038 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $103.01万 | 0.48% | 3,502 | 0 | 0.0% | — | 不变 |
| CPRT | COPART INC | $100.20万 | 0.46% | 30,180 | 0 | 0.0% | — | 不变 |
| IBMO | ISHARES TR | $93.95万 | 0.43% | 36,656 | 350 | 1.0% | $8,970 | 加仓 |
| SUB | ISHARES TR | $89.46万 | 0.41% | 8,400 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES TR | $84.54万 | 0.39% | 9,000 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC | $70.09万 | 0.32% | 1,615 | -5 | -0.3% | -$2,170 | 减仓 |
| AGG | ISHARES TR | $67.34万 | 0.31% | 6,784 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC | $66.73万 | 0.31% | 1,683 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $62.63万 | 0.29% | 2,565 | 0 | 0.0% | — | 不变 |
| BMOP | BNY MELLON ETF TRUST II | $62.42万 | 0.29% | 25,342 | 25,342 | — | $62.42万 | 新建仓 |
| IWM | ISHARES TR | $62.15万 | 0.29% | 2,506 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $61.99万 | 0.29% | 6,376 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $59.67万 | 0.28% | 4,800 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $58.38万 | 0.27% | 2,765 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $56.82万 | 0.26% | 2,997 | 0 | 0.0% | — | 不变 |
| GNTX | GENTEX CORP | $53.35万 | 0.25% | 24,417 | -135 | -0.5% | -$2,950 | 减仓 |
| NOW | SERVICENOW INC | $52.54万 | 0.24% | 5,025 | -10 | -0.2% | -$1,046 | 减仓 |
| LKQ | LKQ CORP | $48.30万 | 0.22% | 16,445 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $47.66万 | 0.22% | 546 | 0 | 0.0% | — | 不变 |
| CGNX | COGNEX CORP | $47.49万 | 0.22% | 9,694 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $47.39万 | 0.22% | 9,721 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $47.01万 | 0.22% | 981 | 0 | 0.0% | — | 不变 |
| CSGP | COSTAR GROUP INC | $46.15万 | 0.21% | 11,440 | 0 | 0.0% | — | 不变 |
| IBMQ | ISHARES TR | $43.99万 | 0.20% | 17,231 | 390 | 2.3% | $9,957 | 加仓 |
| SHY | ISHARES TR | $42.87万 | 0.20% | 5,192 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $42.64万 | 0.20% | 1,850 | 0 | 0.0% | — | 不变 |
| CHE | CHEMED CORP NEW | $41.66万 | 0.19% | 1,103 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $38.45万 | 0.18% | 4,335 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $37.37万 | 0.17% | 2,681 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR | $33.61万 | 0.16% | 2,306 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $31.99万 | 0.15% | 936 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $28.69万 | 0.13% | 497 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $27.82万 | 0.13% | 3,988 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $27.32万 | 0.13% | 925 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $26.96万 | 0.12% | 3,475 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INTERNATION | $24.62万 | 0.11% | 1,880 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $24.18万 | 0.11% | 484 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $23.45万 | 0.11% | 713 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $22.85万 | 0.11% | 662 | 0 | 0.0% | — | 重新持有 |
| EQT | EQT CORP | $22.53万 | 0.10% | 3,540 | 3,540 | — | $22.53万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $22.42万 | 0.10% | 265 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $22.03万 | 0.10% | 2,075 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $21.66万 | 0.10% | 7,470 | 0 | 0.0% | — | 重新持有 |
| TYL | TYLER TECHNOLOGIES INC | $21.57万 | 0.10% | 630 | 0 | 0.0% | — | 不变 |
| ENSG | ENSIGN GROUP INC | $21.08万 | 0.10% | 1,046 | 1,046 | — | $21.08万 | 新建仓 |
| INTU | INTUIT | $20.80万 | 0.10% | 481 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $20.13万 | 0.09% | 721 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP DEL | $0 | 0.00% | 0 | -11,125 | -100.0% | -$59.36万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -904 | -100.0% | -$23.95万 | 清仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |