Sierra Legacy Group
Scottsdale AZ · SEC CIK 0002056766
$1.31亿2026Q1 申报市值
77持仓数
46.4%前十大占比 · 第一大 15.4%
7 / 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
INTU 新建仓+$155.09万
BMI 新建仓+$107.82万
SGOV 加仓+$91.60万
STE 新建仓+$88.78万
BR 加仓+$84.10万
2026Q1 卖出最多 按季末市值估算
SHV 减仓-$140.57万
ROK 减仓-$117.10万
BIL 减仓-$115.47万
CI 减仓-$68.85万
GOOGL 减仓-$51.76万
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 |
|---|---|---|---|---|---|---|---|---|
| SHV | ISHARES TR | $2,013.61万 | 15.36% | 182,409 | -12,734 | -6.5% | -$140.57万 | 减仓 |
| MSFT | MICROSOFT CORP | $585.53万 | 4.47% | 15,818 | 100 | 0.6% | $3.70万 | 加仓 |
| ROST | ROSS STORES INC | $560.27万 | 4.27% | 25,863 | -1,240 | -4.6% | -$26.86万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $557.12万 | 4.25% | 11,626 | 77 | 0.7% | $3.69万 | 加仓 |
| TJX | TJX COS INC NEW | $540.78万 | 4.12% | 33,862 | -750 | -2.2% | -$11.98万 | 减仓 |
| CMI | CUMMINS INC | $453.55万 | 3.46% | 8,430 | -270 | -3.1% | -$14.53万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $379.01万 | 2.89% | 6,271 | -271 | -4.1% | -$16.38万 | 减仓 |
| AAPL | APPLE INC | $353.51万 | 2.70% | 13,929 | 0 | 0.0% | — | 不变 |
| ALLE | ALLEGION PLC | $330.67万 | 2.52% | 22,759 | 782 | 3.6% | $11.36万 | 加仓 |
| HSY | HERSHEY CO | $315.89万 | 2.41% | 15,195 | 89 | 0.6% | $1.85万 | 加仓 |
| V | VISA INC | $267.09万 | 2.04% | 8,837 | 117 | 1.3% | $3.54万 | 加仓 |
| AME | AMETEK INC | $244.48万 | 1.86% | 11,405 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $242.99万 | 1.85% | 8,450 | -1,800 | -17.6% | -$51.76万 | 减仓 |
| BIL | SPDR SERIES TRUST | $241.06万 | 1.84% | 26,305 | -12,600 | -32.4% | -$115.47万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $237.45万 | 1.81% | 11,975 | 115 | 1.0% | $2.28万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $214.50万 | 1.64% | 3,144 | -100 | -3.1% | -$6.82万 | 减仓 |
| CSCO | CISCO SYS INC | $206.23万 | 1.57% | 26,580 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $204.81万 | 1.56% | 16,210 | -510 | -3.1% | -$6.44万 | 减仓 |
| WRB | BERKLEY W R CORP | $165.20万 | 1.26% | 24,925 | 15 | 0.1% | $994 | 加仓 |
| NDSN | NORDSON CORP | $164.61万 | 1.26% | 6,187 | -10 | -0.2% | -$2,661 | 减仓 |
| FIX | COMFORT SYS USA INC | $162.72万 | 1.24% | 1,180 | -355 | -23.1% | -$48.95万 | 减仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $162.25万 | 1.24% | 11,358 | 341 | 3.1% | $4.87万 | 加仓 |
| INTU | INTUIT | $155.09万 | 1.18% | 3,587 | 3,587 | — | $155.09万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $147.85万 | 1.13% | 7,277 | 885 | 13.8% | $17.98万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $146.46万 | 1.12% | 3,375 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $138.66万 | 1.06% | 2,775 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $138.65万 | 1.06% | 6,657 | 0 | 0.0% | — | 不变 |
| WST | WEST PHARMACEUTICAL SVSC INC | $138.25万 | 1.05% | 5,516 | -10 | -0.2% | -$2,506 | 减仓 |
| ULTA | ULTA BEAUTY INC | $136.90万 | 1.04% | 2,619 | 0 | 0.0% | — | 不变 |
| SGOV | ISHARES TR | $135.55万 | 1.03% | 13,466 | 9,100 | 208.4% | $91.60万 | 加仓 |
| AOS | SMITH A O CORP | $127.28万 | 0.97% | 19,302 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $124.50万 | 0.95% | 5,093 | 0 | 0.0% | — | 不变 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $116.60万 | 0.89% | 7,176 | 5,176 | 258.8% | $84.10万 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $115.10万 | 0.88% | 10,098 | 218 | 2.2% | $2.48万 | 加仓 |
| DHR | DANAHER CORP DEL | $113.85万 | 0.87% | 6,005 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $109.80万 | 0.84% | 3,199 | 0 | 0.0% | — | 不变 |
| BMI | BADGER METER INC | $107.82万 | 0.82% | 7,077 | 7,077 | — | $107.82万 | 新建仓 |
| IEX | IDEX CORP | $103.46万 | 0.79% | 5,458 | 0 | 0.0% | — | 不变 |
| MTD | METTLER TOLEDO INTERNATIONAL | $101.78万 | 0.78% | 807 | -2 | -0.2% | -$2,522 | 减仓 |
| ZTS | ZOETIS INC | $101.68万 | 0.78% | 8,602 | 1,042 | 13.8% | $12.32万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $98.85万 | 0.75% | 2,011 | 41 | 2.1% | $2.02万 | 加仓 |
| SAP | SAP SE | $97.90万 | 0.75% | 5,718 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $95.34万 | 0.73% | 1,065 | -545 | -33.9% | -$48.79万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $94.59万 | 0.72% | 3,350 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $89.71万 | 0.68% | 4,806 | 0 | 0.0% | — | 不变 |
| STE | STERIS PLC | $88.78万 | 0.68% | 4,015 | 4,015 | — | $88.78万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $88.18万 | 0.67% | 885 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP | $86.58万 | 0.66% | 11,233 | 528 | 4.9% | $4.07万 | 加仓 |
| NKE | NIKE INC | $84.00万 | 0.64% | 15,904 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $82.85万 | 0.63% | 2,830 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC | $82.14万 | 0.63% | 3,930 | -515 | -11.6% | -$10.76万 | 减仓 |
| BSY | BENTLEY SYS INC | $78.49万 | 0.60% | 22,348 | 22,348 | — | $78.49万 | 新建仓 |
| ADBE | ADOBE INC | $78.13万 | 0.60% | 3,214 | 37 | 1.2% | $8,994 | 加仓 |
| SHY | ISHARES TR | $75.55万 | 0.58% | 9,150 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $74.58万 | 0.57% | 2,600 | -140 | -5.1% | -$4.02万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $67.86万 | 0.52% | 1,891 | -3,263 | -63.3% | -$117.10万 | 减仓 |
| CI | THE CIGNA GROUP | $67.22万 | 0.51% | 2,520 | -2,581 | -50.6% | -$68.85万 | 减仓 |
| CSL | CARLISLE COS INC | $66.89万 | 0.51% | 2,005 | -7 | -0.3% | -$2,335 | 减仓 |
| LFUS | LITTELFUSE INC | $61.76万 | 0.47% | 1,820 | 0 | 0.0% | — | 不变 |
| CPRT | COPART INC | $60.70万 | 0.46% | 18,282 | 4,402 | 31.7% | $14.61万 | 加仓 |
| SGOL | ETFS GOLD TR | $57.45万 | 0.44% | 12,875 | 0 | 0.0% | — | 不变 |
| ICLR | ICON PLC | $51.68万 | 0.39% | 4,670 | 0 | 0.0% | — | 不变 |
| SSD | SIMPSON MFG INC | $51.66万 | 0.39% | 3,010 | 10 | 0.3% | $1,716 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $50.32万 | 0.38% | 3,030 | 0 | 0.0% | — | 不变 |
| TYL | TYLER TECHNOLOGIES INC | $49.82万 | 0.38% | 1,455 | 1,455 | — | $49.82万 | 新建仓 |
| WAT | WATERS CORP | $44.67万 | 0.34% | 1,500 | -1,142 | -43.2% | -$34.01万 | 减仓 |
| WMT | WALMART INC | $42.26万 | 0.32% | 3,400 | -3,050 | -47.3% | -$37.91万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $36.12万 | 0.28% | 1,335 | -1,609 | -54.7% | -$43.54万 | 减仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $33.40万 | 0.25% | 3,629 | 3,629 | — | $33.40万 | 新建仓 |
| LMAT | LEMAITRE VASCULAR INC | $32.02万 | 0.24% | 2,933 | 2,933 | — | $32.02万 | 新建仓 |
| PRU | PRUDENTIAL FINL INC | $29.31万 | 0.22% | 3,000 | 0 | 0.0% | — | 不变 |
| FISV | FISERV INC | $27.62万 | 0.21% | 4,950 | -4,025 | -44.8% | -$22.46万 | 减仓 |
| GGG | GRACO INC | $27.13万 | 0.21% | 3,205 | 0 | 0.0% | — | 不变 |
| VRSN | VERISIGN INC | $25.58万 | 0.20% | 1,030 | -5 | -0.5% | -$1,242 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $25.10万 | 0.19% | 1,275 | 0 | 0.0% | — | 不变 |
| MKL | MARKEL GROUP INC | $22.78万 | 0.17% | 119 | 20 | 20.2% | $3.83万 | 加仓 |
| AMGN | AMGEN INC | $21.60万 | 0.16% | 614 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC | $0 | 0.00% | 0 | -775 | -100.0% | -$22.94万 | 清仓 |
| AMAT | APPLIED MATLS INC | $0 | 0.00% | 0 | -795 | -100.0% | -$20.43万 | 清仓 |