Sierra Legacy Group
Scottsdale AZ · SEC CIK 0002056766
$1.29亿2026Q2 申报市值
79持仓数
45.3%前十大占比 · 第一大 13.8%
6 / 4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
TSCO 新建仓+$145.30万
BRK/B 加仓+$78.86万
SPGI 新建仓+$66.55万
CME 新建仓+$63.11万
BMI 加仓+$55.88万
2026Q2 卖出最多 按季末市值估算
SHV 减仓-$234.87万
CMI 减仓-$228.73万
BIL 减仓-$174.12万
CSCO 减仓-$130.73万
APH 减仓-$105.88万
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 |
|---|---|---|---|---|---|---|---|---|
| SHV | ISHARES TR | $1,778.02万 | 13.78% | 161,125 | -21,284 | -11.7% | -$234.87万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $660.61万 | 5.12% | 13,202 | 1,576 | 13.6% | $78.86万 | 加仓 |
| MSFT | MICROSOFT CORP | $600.90万 | 4.66% | 16,109 | 291 | 1.8% | $10.85万 | 加仓 |
| ROST | ROSS STORES INC | $550.49万 | 4.27% | 25,863 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $513.01万 | 3.98% | 33,862 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $403.05万 | 3.12% | 13,929 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $372.51万 | 2.89% | 5,223 | -3,207 | -38.0% | -$228.73万 | 减仓 |
| ALLE | ALLEGION PLC | $332.91万 | 2.58% | 23,696 | 937 | 4.1% | $13.16万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $326.36万 | 2.53% | 6,406 | 135 | 2.2% | $6.88万 | 加仓 |
| V | VISA INC | $303.19万 | 2.35% | 8,837 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $302.05万 | 2.34% | 8,452 | 2 | 0.0% | $715 | 加仓 |
| AME | AMETEK INC | $275.93万 | 2.14% | 11,405 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO | $266.61万 | 2.07% | 15,196 | 1 | 0.0% | $175 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $192.33万 | 1.49% | 8,588 | 1,311 | 18.0% | $29.36万 | 加仓 |
| CSCO | CISCO SYS INC | $181.48万 | 1.41% | 15,450 | -11,130 | -41.9% | -$130.73万 | 减仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $180.07万 | 1.40% | 5,016 | -500 | -9.1% | -$17.95万 | 减仓 |
| APH | AMPHENOL CORP | $179.93万 | 1.39% | 10,205 | -6,005 | -37.0% | -$105.88万 | 减仓 |
| WRB | BERKLEY W R CORP | $179.53万 | 1.39% | 25,455 | 530 | 2.1% | $3.74万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $172.56万 | 1.34% | 13,867 | 1,892 | 15.8% | $23.54万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $163.07万 | 1.26% | 3,175 | 400 | 14.4% | $20.54万 | 加仓 |
| BMI | BADGER METER INC | $160.89万 | 1.25% | 10,843 | 3,766 | 53.2% | $55.88万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $160.13万 | 1.24% | 3,144 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $158.71万 | 1.23% | 6,659 | 2 | 0.0% | $477 | 加仓 |
| NDSN | NORDSON CORP | $156.49万 | 1.21% | 5,187 | -1,000 | -16.2% | -$30.17万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $145.30万 | 1.13% | 45,965 | 45,965 | — | $145.30万 | 新建仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $141.13万 | 1.09% | 10,738 | -620 | -5.5% | -$8.15万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $140.16万 | 1.09% | 3,375 | 0 | 0.0% | — | 不变 |
| AOS | SMITH A O CORP | $139.21万 | 1.08% | 22,196 | 2,894 | 15.0% | $18.15万 | 加仓 |
| FIX | COMFORT SYS USA INC | $134.77万 | 1.04% | 680 | -500 | -42.4% | -$99.10万 | 减仓 |
| SGOV | ISHARES TR | $133.55万 | 1.03% | 13,266 | -200 | -1.5% | -$2.01万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $133.32万 | 1.03% | 5,249 | 156 | 3.1% | $3.96万 | 加仓 |
| DHR | DANAHER CORP DEL | $130.19万 | 1.01% | 6,835 | 830 | 13.8% | $15.81万 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $121.51万 | 0.94% | 9,148 | -950 | -9.4% | -$12.62万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $119.94万 | 0.93% | 16,751 | 5,518 | 49.1% | $39.51万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $118.11万 | 0.92% | 2,619 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $113.32万 | 0.88% | 3,199 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $109.44万 | 0.85% | 2,830 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $104.17万 | 0.81% | 1,065 | 0 | 0.0% | — | 不变 |
| MTD | METTLER TOLEDO INTERNATIONAL | $103.10万 | 0.80% | 807 | 0 | 0.0% | — | 不变 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $102.40万 | 0.79% | 7,477 | 301 | 4.2% | $4.12万 | 加仓 |
| IEX | IDEX CORP | $101.17万 | 0.78% | 4,458 | -1,000 | -18.3% | -$22.69万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $100.82万 | 0.78% | 2,011 | 0 | 0.0% | — | 不变 |
| BSY | BENTLEY SYS INC | $99.46万 | 0.77% | 33,275 | 10,927 | 48.9% | $32.66万 | 加仓 |
| GOOG | ALPHABET INC | $91.87万 | 0.71% | 2,600 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $91.01万 | 0.71% | 3,487 | -100 | -2.8% | -$2.61万 | 减仓 |
| SAP | SAP SE | $88.12万 | 0.68% | 5,718 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $82.79万 | 0.64% | 885 | 0 | 0.0% | — | 不变 |
| STE | STERIS PLC | $76.86万 | 0.60% | 3,650 | -365 | -9.1% | -$7.69万 | 减仓 |
| ZTS | ZOETIS INC | $73.92万 | 0.57% | 10,287 | 1,685 | 19.6% | $12.11万 | 加仓 |
| CPRT | COPART INC | $73.67万 | 0.57% | 26,132 | 7,850 | 42.9% | $22.13万 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC | $73.41万 | 0.57% | 2,510 | 1,055 | 72.5% | $30.85万 | 加仓 |
| CSL | CARLISLE COS INC | $72.73万 | 0.56% | 2,005 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $70.59万 | 0.55% | 4,506 | -300 | -6.2% | -$4.70万 | 减仓 |
| CI | THE CIGNA GROUP | $69.47万 | 0.54% | 2,520 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC | $69.15万 | 0.54% | 3,430 | -500 | -12.7% | -$10.08万 | 减仓 |
| BIL | SPDR SERIES TRUST | $66.94万 | 0.52% | 7,305 | -19,000 | -72.2% | -$174.12万 | 减仓 |
| SPGI | S&P GLOBAL INC | $66.55万 | 0.52% | 1,634 | 1,634 | — | $66.55万 | 新建仓 |
| ADBE | ADOBE INC | $65.89万 | 0.51% | 3,214 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $65.29万 | 0.51% | 15,904 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $63.11万 | 0.49% | 2,858 | 2,858 | — | $63.11万 | 新建仓 |
| SSD | SIMPSON MFG INC | $63.01万 | 0.49% | 3,010 | 0 | 0.0% | — | 不变 |
| CHRW | C H ROBINSON WORLDWIDE IN | $57.07万 | 0.44% | 3,030 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $56.26万 | 0.44% | 1,500 | 0 | 0.0% | — | 不变 |
| GGG | GRACO INC | $55.74万 | 0.43% | 7,372 | 4,167 | 130.0% | $31.51万 | 加仓 |
| SHY | ISHARES TR | $52.55万 | 0.41% | 6,400 | -2,750 | -30.1% | -$22.58万 | 减仓 |
| SGOL | ETFS GOLD TR | $49.22万 | 0.38% | 12,875 | 0 | 0.0% | — | 不变 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $48.50万 | 0.38% | 6,308 | 2,679 | 73.8% | $20.60万 | 加仓 |
| ICLR | ICON PUB LTD CO | $46.38万 | 0.36% | 2,670 | -2,000 | -42.8% | -$34.74万 | 减仓 |
| VLTO | VERALTO CORP | $45.51万 | 0.35% | 5,132 | 5,132 | — | $45.51万 | 新建仓 |
| WMT | WALMART INC | $38.51万 | 0.30% | 3,400 | 0 | 0.0% | — | 不变 |
| PAYP | PAYPAY CORP | $35.84万 | 0.28% | 25,010 | 25,010 | — | $35.84万 | 新建仓 |
| NXPI | NXP SEMICONDUCTORS N V | $35.83万 | 0.28% | 1,275 | 0 | 0.0% | — | 不变 |
| MKL | MARKEL GROUP INC | $33.98万 | 0.26% | 174 | 55 | 46.2% | $10.74万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $32.38万 | 0.25% | 3,000 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $28.41万 | 0.22% | 376 | 376 | — | $28.41万 | 新建仓 |
| LMAT | LEMAITRE VASCULAR INC | $28.15万 | 0.22% | 2,933 | 0 | 0.0% | — | 不变 |
| FISV | FISERV INC | $26.75万 | 0.21% | 5,454 | 504 | 10.2% | $2.47万 | 加仓 |
| VRSN | VERISIGN INC | $25.91万 | 0.20% | 1,030 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $22.23万 | 0.17% | 614 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $0 | 0.00% | 0 | -3,350 | -100.0% | -$94.59万 | 清仓 |
| ROK | ROCKWELL AUTOMATION INC | $0 | 0.00% | 0 | -1,891 | -100.0% | -$67.86万 | 清仓 |
| LFUS | LITTELFUSE INC | $0 | 0.00% | 0 | -1,820 | -100.0% | -$61.76万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | -1,335 | -100.0% | -$36.12万 | 清仓 |