Pacific Capital Partners Ltd
LONDON X0 · SEC CIK 0002064920
$1.16亿2026Q2 申报市值
40持仓数
49.6%前十大占比 · 第一大 10.4%
10 / 8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
RGLD 新建仓+$341.01万
V 新建仓+$302.61万
WT 新建仓+$275.20万
FWONK 加仓+$263.47万
EYE 新建仓+$183.18万
2026Q2 卖出最多 按季末市值估算
AMD 减仓-$802.82万
AMAT 减仓-$469.30万
UNP 清仓-$458.14万
CMCSA 清仓-$346.01万
CHTR 清仓-$343.14万
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 |
|---|---|---|---|---|---|---|---|---|
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $1,198.16万 | 10.37% | 16 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $697.01万 | 6.03% | 31,907 | -2,877 | -8.3% | -$62.85万 | 减仓 |
| AZO | AUTOZONE INC | $673.70万 | 5.83% | 2,108 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $618.62万 | 5.35% | 67,044 | 0 | 0.0% | — | 不变 |
| MIDD | MIDDLEBY CORP | $596.89万 | 5.16% | 34,701 | -12,693 | -26.8% | -$218.33万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $528.98万 | 4.58% | 9,106 | -13,820 | -60.3% | -$802.82万 | 减仓 |
| COO | COOPER COS INC | $363.40万 | 3.14% | 50,676 | 24,266 | 91.9% | $174.01万 | 加仓 |
| SPHR | SPHERE ENTERTAINMENT CO | $359.66万 | 3.11% | 20,786 | -3,621 | -14.8% | -$62.65万 | 减仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $358.11万 | 3.10% | 19,557 | 6,868 | 54.1% | $125.76万 | 加仓 |
| RGLD | ROYAL GOLD INC | $341.01万 | 2.95% | 17,084 | 17,084 | — | $341.01万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $326.00万 | 2.82% | 4,509 | -6,491 | -59.0% | -$469.30万 | 减仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $311.81万 | 2.70% | 32,774 | 27,693 | 545.0% | $263.47万 | 加仓 |
| AMZN | AMAZON COM INC | $306.22万 | 2.65% | 12,848 | 4,841 | 60.5% | $115.38万 | 加仓 |
| V | VISA INC | $302.61万 | 2.62% | 8,820 | 8,820 | — | $302.61万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $299.73万 | 2.59% | 14,980 | -10,220 | -40.6% | -$204.49万 | 减仓 |
| WAT | WATERS CORP | $296.13万 | 2.56% | 7,896 | 1,755 | 28.6% | $65.82万 | 加仓 |
| BF/B | BROWN FORMAN CORP | $294.39万 | 2.55% | 110,464 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $291.70万 | 2.52% | 7,820 | 4,053 | 107.6% | $151.18万 | 加仓 |
| WT | WISDOMTREE INC | $275.20万 | 2.38% | 162,457 | 162,457 | — | $275.20万 | 新建仓 |
| LLY | ELI LILLY & CO | $270.71万 | 2.34% | 2,257 | 1,150 | 103.9% | $137.93万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $249.49万 | 2.16% | 7,622 | 3,722 | 95.4% | $121.83万 | 加仓 |
| GOOG | ALPHABET INC | $240.44万 | 2.08% | 6,805 | 2,405 | 54.7% | $84.98万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $225.09万 | 1.95% | 25,861 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $202.84万 | 1.76% | 6,723 | -4,407 | -39.6% | -$132.96万 | 减仓 |
| ITT | ITT INC | $200.03万 | 1.73% | 10,115 | 3,566 | 54.5% | $70.52万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $190.31万 | 1.65% | 8,290 | 0 | 0.0% | — | 不变 |
| EYE | NATIONAL VISION HLDGS INC | $183.18万 | 1.59% | 96,361 | 96,361 | — | $183.18万 | 新建仓 |
| AVGO | BROADCOM INC | $141.47万 | 1.22% | 3,745 | 3,745 | — | $141.47万 | 新建仓 |
| SOLV | SOLVENTUM CORP | $133.40万 | 1.15% | 17,291 | -3,460 | -16.7% | -$26.69万 | 减仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $132.83万 | 1.15% | 3,700 | 3,700 | — | $132.83万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $132.28万 | 1.14% | 1,146 | 1,146 | — | $132.28万 | 新建仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $126.06万 | 1.09% | 42,674 | 42,674 | — | $126.06万 | 新建仓 |
| MDLN | MEDLINE INC | $119.40万 | 1.03% | 30,273 | 30,273 | — | $119.40万 | 新建仓 |
| INTU | INTUIT | $108.37万 | 0.94% | 4,152 | 1,820 | 78.0% | $47.50万 | 加仓 |
| NFLX | NETFLIX INC. | $100.45万 | 0.87% | 14,068 | 14,068 | — | $100.45万 | 新建仓 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | $86.78万 | 0.75% | 22,981 | 2,335 | 11.3% | $8.82万 | 加仓 |
| META | META PLATFORMS INC | $75.71万 | 0.66% | 1,344 | -376 | -21.9% | -$21.18万 | 减仓 |
| CSGP | COSTAR GROUP INC | $75.22万 | 0.65% | 26,559 | 9,259 | 53.5% | $26.22万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $63.85万 | 0.55% | 1,276 | -1,710 | -57.3% | -$85.57万 | 减仓 |
| TDW | TIDEWATER INC NEW | $59.25万 | 0.51% | 8,892 | -8,248 | -48.1% | -$54.96万 | 减仓 |
| UNP | UNION PAC CORP | $0 | 0.00% | 0 | -18,883 | -100.0% | -$458.14万 | 清仓 |
| CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | -120,520 | -100.0% | -$346.01万 | 清仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $0 | 0.00% | 0 | -15,895 | -100.0% | -$343.14万 | 清仓 |
| BDX | BECTON DICKINSON & CO | $0 | 0.00% | 0 | -16,551 | -100.0% | -$260.23万 | 清仓 |
| SAP | SAP SE | $0 | 0.00% | 0 | -8,300 | -100.0% | -$142.10万 | 清仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $0 | 0.00% | 0 | -9,000 | -100.0% | -$103.36万 | 清仓 |
| INTC | INTEL CORP | $0 | 0.00% | 0 | -17,800 | -100.0% | -$78.55万 | 清仓 |
| AMT | AMERICAN TOWER CORP | $0 | 0.00% | 0 | -4,300 | -100.0% | -$74.21万 | 清仓 |