SWP Investment Management LLC
INDEPENDENCE OH · SEC CIK 0002098300
$1.34亿2026Q1 申报市值
46持仓数
33.3%前十大占比 · 第一大 5.6%
3 / 6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
MSFT 加仓+$212.48万
BKNG 新建仓+$185.25万
BDX 新建仓+$167.06万
DAL 新建仓+$154.90万
AXP 加仓+$105.87万
2026Q1 卖出最多 按季末市值估算
JEF 清仓-$371.80万
AIT 清仓-$290.43万
SMG 清仓-$186.73万
NKE 清仓-$174.39万
KTB 清仓-$144.64万
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 |
|---|---|---|---|---|---|---|---|---|
| JEF | JEFFERIES FINANCIAL GROUP INC COM | $0 | 0.00% | 0 | -59,996 | -100.0% | -$371.80万 | 清仓 |
| AIT | APPLIED INDL TECHNOLOGIES INC COM | $0 | 0.00% | 0 | -11,311 | -100.0% | -$290.43万 | 清仓 |
| SMG | SCOTTS MIRACLE-GRO CO CL A | $0 | 0.00% | 0 | -32,002 | -100.0% | -$186.73万 | 清仓 |
| NKE | NIKE INC CL B | $0 | 0.00% | 0 | -27,372 | -100.0% | -$174.39万 | 清仓 |
| KTB | KONTOOR BRANDS INC COM | $0 | 0.00% | 0 | -23,676 | -100.0% | -$144.64万 | 清仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $0 | 0.00% | 0 | -12,229 | -100.0% | -$143.34万 | 清仓 |
| CCJ | CAMECO CORP COM | $138.53万 | 1.03% | 12,755 | -12,357 | -49.2% | -$134.21万 | 减仓 |
| DAL | DELTA AIR LINES INC COM NEW | $154.90万 | 1.16% | 23,300 | 23,300 | — | $154.90万 | 新建仓 |
| BDX | BECTON DICKINSON & CO COM | $167.06万 | 1.25% | 10,625 | 10,625 | — | $167.06万 | 新建仓 |
| DLR | DIGITAL RLTY TR INC COM | $170.48万 | 1.27% | 9,460 | 180 | 1.9% | $3.24万 | 加仓 |
| CRM | SALESFORCE INC COM | $175.66万 | 1.31% | 9,410 | 2,951 | 45.7% | $55.09万 | 重新持有 |
| BKNG | BOOKING HOLDINGS INC COM | $185.25万 | 1.38% | 440 | 440 | — | $185.25万 | 新建仓 |
| CNQ | CANADIAN NAT RES LTD MED TERM COM | $188.75万 | 1.41% | 38,734 | -14,495 | -27.2% | -$70.63万 | 减仓 |
| ENB | ENBRIDGE INC COM | $204.47万 | 1.53% | 37,766 | 740 | 2.0% | $4.01万 | 加仓 |
| BKR | BAKER HUGHES COMPANY CL A | $204.99万 | 1.53% | 33,577 | -21,940 | -39.5% | -$133.94万 | 减仓 |
| DKS | DICKS SPORTING GOODS INC COM | $206.00万 | 1.54% | 10,389 | 200 | 2.0% | $3.97万 | 加仓 |
| UNP | UNION PAC CORP COM | $227.09万 | 1.70% | 9,360 | 180 | 2.0% | $4.37万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $227.98万 | 1.70% | 6,746 | 130 | 2.0% | $4.39万 | 加仓 |
| SIMO | SILICON MOTION TECHNOLOGY CORP SPONSORED ADR | $229.80万 | 1.72% | 20,465 | 400 | 2.0% | $4.49万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC COM | $231.88万 | 1.73% | 11,828 | 230 | 2.0% | $4.51万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC COM | $235.70万 | 1.76% | 11,327 | 220 | 2.0% | $4.58万 | 加仓 |
| FLS | FLOWSERVE CORP COM | $243.37万 | 1.82% | 33,107 | -10,885 | -24.7% | -$80.02万 | 减仓 |
| FCX | FREEPORT MCMORAN INC CL B | $244.59万 | 1.83% | 41,611 | 810 | 2.0% | $4.76万 | 加仓 |
| TM | TOYOTA MOTOR CORP ADS | $247.99万 | 1.85% | 12,033 | 3,390 | 39.2% | $69.86万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC CL B | $251.47万 | 1.88% | 25,561 | 6,955 | 37.4% | $68.42万 | 加仓 |
| LLY | ELI LILLY & CO COM | $253.58万 | 1.89% | 2,757 | 50 | 1.8% | $4.60万 | 加仓 |
| URI | UNITED RENTALS INC COM | $262.43万 | 1.96% | 3,602 | 1,395 | 63.2% | $101.63万 | 加仓 |
| BLK | BLACKROCK INC COM | $268.12万 | 2.00% | 2,788 | 50 | 1.8% | $4.81万 | 加仓 |
| C | CITIGROUP INC COM NEW | $277.09万 | 2.07% | 24,433 | 480 | 2.0% | $5.44万 | 加仓 |
| ABBV | ABBVIE INC COM | $281.06万 | 2.10% | 12,923 | 250 | 2.0% | $5.44万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $284.59万 | 2.13% | 3,364 | 911 | 37.1% | $77.07万 | 加仓 |
| MDT | MEDTRONIC PLC SHS | $286.75万 | 2.14% | 33,093 | 650 | 2.0% | $5.63万 | 加仓 |
| AXP | AMERICAN EXPRESS CO COM | $288.81万 | 2.16% | 9,548 | 3,500 | 57.9% | $105.87万 | 加仓 |
| BX | BLACKSTONE INC COM | $291.99万 | 2.18% | 25,393 | 5,810 | 29.7% | $66.81万 | 加仓 |
| EMR | EMERSON ELEC CO COM | $293.54万 | 2.19% | 22,404 | 440 | 2.0% | $5.76万 | 加仓 |
| COR | CENCORA INC COM | $304.06万 | 2.27% | 9,679 | 190 | 2.0% | $5.97万 | 加仓 |
| RTX | RTX CORPORATION COM | $305.21万 | 2.28% | 15,822 | 310 | 2.0% | $5.98万 | 加仓 |
| AZN | ASTRAZENECA PLC ORD | $305.59万 | 2.28% | 15,495 | 300 | 2.0% | $5.91万 | 加仓 |
| META | META PLATFORMS INC CL A | $310.44万 | 2.32% | 5,426 | 100 | 1.9% | $5.72万 | 加仓 |
| TOL | TOLL BROTHERS INC COM | $320.39万 | 2.39% | 23,477 | 460 | 2.0% | $6.28万 | 加仓 |
| NEE | NEXTERA ENERGY INC COM | $320.58万 | 2.39% | 34,516 | 576 | 1.7% | $5.35万 | 加仓 |
| TJX | TJX COS INC NEW COM | $333.41万 | 2.49% | 20,877 | 410 | 2.0% | $6.55万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $340.40万 | 2.54% | 11,572 | 220 | 1.9% | $6.47万 | 加仓 |
| STM | STMICROELECTRONICS N V NY REGISTRY | $341.04万 | 2.55% | 98,709 | 24,855 | 33.7% | $85.87万 | 加仓 |
| PM | PHILIP MORRIS INTL INC COM | $362.01万 | 2.70% | 21,895 | 430 | 2.0% | $7.11万 | 加仓 |
| PLD | PROLOGIS INC. COM | $371.90万 | 2.78% | 28,136 | 550 | 2.0% | $7.27万 | 加仓 |
| ORCL | ORACLE CORP COM | $386.21万 | 2.88% | 26,253 | 510 | 2.0% | $7.50万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $399.68万 | 2.99% | 16,489 | 320 | 2.0% | $7.76万 | 加仓 |
| AVGO | BROADCOM INC COM | $469.84万 | 3.51% | 15,180 | 290 | 1.9% | $8.98万 | 加仓 |
| AAPL | APPLE INC COM | $514.08万 | 3.84% | 20,256 | 390 | 2.0% | $9.90万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $528.68万 | 3.95% | 18,385 | 360 | 2.0% | $10.35万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $750.00万 | 5.60% | 20,261 | 5,740 | 39.5% | $212.48万 | 加仓 |