Blue Sparrow, LLC /DE
NEW YORK NY · SEC CIK 0002104539
$103.10亿2026Q2 申报市值
126持仓数
48.9%前十大占比 · 第一大 8.6%
31 / 89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
AMZN 加仓+$5.25亿
AVGO 加仓+$4.08亿
MU 加仓+$3.26亿
BKNG 加仓+$3.05亿
GDX 新建仓+$2.94亿
2026Q2 卖出最多 按季末市值估算
RY 清仓-$5.27亿
AMD 减仓-$2.16亿
GOOGL 减仓-$2.15亿
META 减仓-$1.65亿
IVV 减仓-$1.20亿
2026Q2 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| IRM | IRON MOUNTAIN ORD | $241.63万 | 0.02% | 19,130 | 0 | 0.0% | — | 不变 |
| ROP | ROPER TECHNOLOGIES ORD | $242.32万 | 0.02% | 7,161 | 7,161 | — | $242.32万 | 新建仓 |
| NOC | NORTHROP GRUMMAN ORD | $254.66万 | 0.02% | 5,000 | 5,000 | — | $254.66万 | 新建仓 |
| NUE | NUCOR ORD | $275.10万 | 0.03% | 12,350 | 12,350 | — | $275.10万 | 新建仓 |
| USB | US BANCORP ORD | $376.12万 | 0.04% | 62,271 | 43,121 | 225.2% | $260.45万 | 加仓 |
| CMCSA | COMCAST CL A ORD | $388.24万 | 0.04% | 158,143 | 158,143 | — | $388.24万 | 新建仓 |
| LEN | LENNAR CL A ORD | $461.25万 | 0.04% | 50,973 | 50,973 | — | $461.25万 | 新建仓 |
| AEP | AMERICAN ELECTRIC POWER ORD | $473.23万 | 0.05% | 34,590 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS ORD | $525.80万 | 0.05% | 151,093 | 151,093 | — | $525.80万 | 新建仓 |
| COF | CAPITAL ONE FINANCIAL ORD | $527.61万 | 0.05% | 26,299 | 0 | 0.0% | — | 不变 |
| GPN | GLOBAL PAYMENTS ORD | $538.47万 | 0.05% | 74,210 | 0 | 0.0% | — | 不变 |
| RL | RALPH LAUREN CL A ORD | $605.53万 | 0.06% | 15,085 | 15,085 | — | $605.53万 | 新建仓 |
| ZBH | ZIMMER BIOMET HOLDINGS ORD | $606.93万 | 0.06% | 70,500 | 70,500 | — | $606.93万 | 新建仓 |
| FDX | FEDEX ORD | $626.26万 | 0.06% | 20,000 | 13,077 | 188.9% | $409.48万 | 加仓 |
| BDX | BECTON DICKINSON ORD | $644.82万 | 0.06% | 42,610 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE ORD | $654.07万 | 0.06% | 25,700 | 25,700 | — | $654.07万 | 新建仓 |
| PANW | PALO ALTO NETWORKS ORD | $671.81万 | 0.07% | 19,700 | -32,324 | -62.1% | -$1,102.31万 | 重新持有 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTN CL A ORD | $724.25万 | 0.07% | 187,000 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON ORD | $755.60万 | 0.07% | 10,000 | 10,000 | — | $755.60万 | 新建仓 |
| TRV | TRAVELERS COMPANIES ORD | $792.29万 | 0.08% | 24,000 | 9,000 | 60.0% | $297.11万 | 加仓 |
| KDP | KEURIG DR PEPPER ORD | $854.17万 | 0.08% | 260,974 | 260,974 | — | $854.17万 | 新建仓 |
| SHW | SHERWIN WILLIAMS ORD | $860.80万 | 0.08% | 25,000 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES ORD | $936.64万 | 0.09% | 129,800 | 0 | 0.0% | — | 不变 |
| DE | DEERE ORD | $951.50万 | 0.09% | 15,000 | -4,218 | -21.9% | -$267.56万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY ORD | $953.25万 | 0.09% | 32,000 | 5,017 | 18.6% | $149.45万 | 加仓 |
| GD | GENERAL DYNAMICS ORD | $962.82万 | 0.09% | 27,180 | -18,000 | -39.8% | -$637.63万 | 减仓 |
| PEP | PEPSICO ORD | $989.77万 | 0.10% | 73,100 | -55,500 | -43.2% | -$751.47万 | 减仓 |
| LIN | LINDE ORD | $1,037.88万 | 0.10% | 20,000 | 9,800 | 96.1% | $508.56万 | 加仓 |
| CI | CIGNA ORD | $1,038.73万 | 0.10% | 37,679 | 18,679 | 98.3% | $514.94万 | 加仓 |
| CSX | CSX ORD | $1,049.46万 | 0.10% | 220,800 | -120,000 | -35.2% | -$570.36万 | 减仓 |
| FRT | FEDERAL REIT ORD | $1,122.69万 | 0.11% | 90,950 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE ORD | $1,173.12万 | 0.11% | 80,000 | -68,040 | -46.0% | -$997.74万 | 减仓 |
| T | AT&T ORD | $1,239.35万 | 0.12% | 598,722 | 561,522 | 1,509.5% | $1,162.35万 | 加仓 |
| KVUE | KENVUE ORD | $1,265.46万 | 0.12% | 662,200 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING ORD | $1,433.28万 | 0.14% | 64,000 | 64,000 | — | $1,433.28万 | 新建仓 |
| IBKR | INTERACTIVE BROKERS GROUP CL A ORD | $1,740.80万 | 0.17% | 200,000 | 200,000 | — | $1,740.80万 | 新建仓 |
| SYK | STRYKER ORD | $1,889.04万 | 0.18% | 60,000 | 33,201 | 123.9% | $1,045.30万 | 重新持有 |
| CELC | CELCUITY ORD | $1,941.75万 | 0.19% | 185,600 | 185,600 | — | $1,941.75万 | 新建仓 |
| PH | PARKER HANNIFIN ORD | $1,956.24万 | 0.19% | 20,000 | 20,000 | — | $1,956.24万 | 新建仓 |
| COST | COSTCO WHOLESALE ORD | $1,964.49万 | 0.19% | 21,000 | -20,590 | -49.5% | -$1,926.13万 | 减仓 |
| COR | CENCORA ORD | $1,980.86万 | 0.19% | 70,000 | -5,460 | -7.2% | -$154.51万 | 减仓 |
| NFLX | NETFLIX ORD | $2,013.34万 | 0.20% | 281,980 | 194,980 | 224.1% | $1,392.16万 | 加仓 |
| GOOGL | ALPHABET CL A ORD | $2,083.47万 | 0.20% | 58,300 | -602,660 | -91.2% | -$2.15亿 | 减仓 |
| CSCO | CISCO SYSTEMS ORD | $2,114.28万 | 0.21% | 180,000 | -22,600 | -11.2% | -$265.46万 | 重新持有 |
| RSG | REPUBLIC SERVICES ORD | $2,126.99万 | 0.21% | 99,821 | 91,771 | 1,140.0% | $1,955.46万 | 加仓 |
| BA | BOEING ORD | $2,164.70万 | 0.21% | 100,000 | 70,930 | 244.0% | $1,535.42万 | 加仓 |
| PLD | PROLOGIS REIT | $2,167.52万 | 0.21% | 160,000 | 93,730 | 141.4% | $1,269.76万 | 重新持有 |
| COP | CONOCOPHILLIPS ORD | $2,170.06万 | 0.21% | 208,740 | 94,370 | 82.5% | $981.07万 | 加仓 |
| ISRG | INTUITIVE SURGICAL ORD | $2,176.98万 | 0.21% | 54,742 | 40,000 | 271.3% | $1,590.72万 | 加仓 |
| PGR | PROGRESSIVE ORD | $2,184.50万 | 0.21% | 100,000 | -5,658 | -5.4% | -$123.60万 | 重新持有 |
| LOW | LOWE'S COMPANIES ORD | $2,204.90万 | 0.21% | 100,000 | 80,000 | 400.0% | $1,763.92万 | 加仓 |
| CRWD | CROWDSTRIKE HOLDINGS CL A ORD | $2,289.42万 | 0.22% | 30,000 | -52,373 | -63.6% | -$3,996.79万 | 减仓 |
| BLK | BLACKROCK ORD | $2,396.40万 | 0.23% | 24,922 | 18,200 | 270.8% | $1,750.04万 | 加仓 |
| — | EXXONMOBIL HOLDINGS ORD | $2,597.68万 | 0.25% | 190,000 | 123,242 | 184.6% | $1,684.96万 | 重新持有 |
| AXP | AMERICAN EXPRESS ORD | $2,706.00万 | 0.26% | 80,000 | 61,280 | 327.4% | $2,072.80万 | 加仓 |
| CRWV | COREWEAVE CL A ORD | $2,962.31万 | 0.29% | 297,600 | 197,600 | 197.6% | $1,966.91万 | 加仓 |
| LITE | LUMENTUM HOLDINGS ORD | $2,971.20万 | 0.29% | 34,627 | 34,627 | — | $2,971.20万 | 新建仓 |
| AMGN | AMGEN ORD | $3,078.74万 | 0.30% | 85,020 | 80,000 | 1,593.6% | $2,896.96万 | 加仓 |
| GOOG | ALPHABET CL C ORD | $3,162.30万 | 0.31% | 89,500 | -214,870 | -70.6% | -$7,592.00万 | 减仓 |
| DXCM | DEXCOM ORD | $3,236.84万 | 0.31% | 480,600 | 480,600 | — | $3,236.84万 | 新建仓 |
| HONA | HONEYWELL AEROSPACE ORD | $3,271.98万 | 0.32% | 148,000 | 148,000 | — | $3,271.98万 | 新建仓 |
| WFC | WELLS FARGO ORD | $3,305.60万 | 0.32% | 400,000 | 375,390 | 1,525.4% | $3,102.22万 | 加仓 |
| HON | HONEYWELL INTERNATIONAL ORD | $3,313.72万 | 0.32% | 148,000 | -83,200 | -36.0% | -$1,862.85万 | 减仓 |
| HD | HOME DEPOT ORD | $3,421.00万 | 0.33% | 97,000 | 44,300 | 84.1% | $1,562.37万 | 加仓 |
| MCD | MCDONALD'S ORD | $3,622.15万 | 0.35% | 134,000 | 84,884 | 172.8% | $2,294.50万 | 加仓 |
| APP | APPLOVIN CL A ORD | $3,637.52万 | 0.35% | 70,600 | 48,500 | 219.5% | $2,498.87万 | 加仓 |
| JNJ | JOHNSON & JOHNSON ORD | $3,936.53万 | 0.38% | 155,000 | 63,800 | 70.0% | $1,620.33万 | 加仓 |
| RTX | RTX ORD | $3,946.38万 | 0.38% | 208,000 | 161,500 | 347.3% | $3,064.14万 | 加仓 |
| SPGI | S&P GLOBAL ORD | $4,207.00万 | 0.41% | 103,300 | 102,000 | 7,846.2% | $4,154.05万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHINES ORD | $4,555.60万 | 0.44% | 162,000 | 68,010 | 72.4% | $1,912.51万 | 重新持有 |
| UNH | UNITEDHEALTH GRP ORD | $4,592.71万 | 0.45% | 110,500 | 87,900 | 388.9% | $3,653.39万 | 加仓 |
| C | CITIGROUP ORD | $4,660.67万 | 0.45% | 333,000 | 256,655 | 336.2% | $3,592.14万 | 加仓 |
| QCOM | QUALCOMM ORD | $4,786.06万 | 0.46% | 259,000 | 209,000 | 418.0% | $3,862.11万 | 重新持有 |
| GE | GE AEROSPACE ORD | $5,023.30万 | 0.49% | 134,410 | 92,000 | 216.9% | $3,438.32万 | 加仓 |
| SNPS | SYNOPSYS ORD | $5,174.41万 | 0.50% | 116,000 | 116,000 | — | $5,174.41万 | 新建仓 |
| CVX | CHEVRON ORD | $5,220.53万 | 0.51% | 314,945 | 256,783 | 441.5% | $4,256.43万 | 加仓 |
| ORCL | ORACLE ORD | $5,501.49万 | 0.53% | 375,400 | -14,100 | -3.6% | -$206.64万 | 减仓 |
| COIN | COINBASE GLOBAL CL A ORD | $5,835.90万 | 0.57% | 399,200 | 318,500 | 394.7% | $4,656.15万 | 加仓 |
| ABBV | ABBVIE ORD | $6,434.43万 | 0.62% | 255,700 | -93,800 | -26.8% | -$2,360.38万 | 减仓 |
| SHOP | SHOPIFY CL A SUB VTG ORD | $7,079.16万 | 0.69% | 620,000 | 620,000 | — | $7,079.16万 | 新建仓 |
| BNS | BANK NOVA SCOTIA ORD | $7,320.61万 | 0.71% | 843,000 | 843,000 | — | $7,320.61万 | 新建仓 |
| IBIT | ISHARES BITCOIN ETF | $7,397.04万 | 0.72% | 2,222,000 | 2,222,000 | — | $7,397.04万 | 新建仓 |
| LLY | ELI LILLY ORD | $7,724.33万 | 0.75% | 64,400 | 16,090 | 33.3% | $1,929.88万 | 加仓 |
| PTCT | PTC THERAPEUTICS ORD | $8,570.56万 | 0.83% | 1,050,700 | 860,100 | 451.3% | $7,015.84万 | 加仓 |
| TRP | TC ENERGY ORD | $8,683.99万 | 0.84% | 1,310,000 | 1,310,000 | — | $8,683.99万 | 新建仓 |
| FCX | FREEPORT MCMORAN ORD | $8,817.18万 | 0.86% | 1,402,000 | 1,332,600 | 1,920.2% | $8,380.72万 | 加仓 |
| AMAT | APPLIED MATERIAL ORD | $9,109.94万 | 0.88% | 126,002 | 85,810 | 213.5% | $6,204.06万 | 加仓 |
| MS | MORGAN STANLEY ORD | $9,123.86万 | 0.88% | 436,465 | -420,656 | -49.1% | -$8,793.39万 | 减仓 |
| — | WEBSTER FINANCIAL ORD | $9,566.26万 | 0.93% | 1,251,800 | 1,251,800 | — | $9,566.26万 | 新建仓 |
| WMT | WALMART ORD | $1.10亿 | 1.07% | 975,000 | 667,100 | 216.7% | $7,555.57万 | 加仓 |
| LRCX | LAM RESEARCH ORD | $1.14亿 | 1.10% | 262,000 | 183,800 | 235.0% | $7,964.61万 | 加仓 |
| BAC | BANK OF AMERICA ORD | $1.25亿 | 1.21% | 2,191,776 | 1,611,870 | 278.0% | $9,184.44万 | 加仓 |
| GS | GOLDMAN SACHS GROUP ORD | $1.27亿 | 1.23% | 125,749 | -27,115 | -17.7% | -$2,742.33万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC ORD | $1.40亿 | 1.36% | 280,000 | 271,300 | 3,118.4% | $1.36亿 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES CL A ORD | $1.44亿 | 1.40% | 1,235,500 | -227,900 | -15.6% | -$2,658.91万 | 减仓 |
| AAPL | APPLE ORD | $1.51亿 | 1.46% | 520,700 | -94,320 | -15.3% | -$2,729.24万 | 减仓 |
| META | META PLATFORMS CL A ORD | $1.57亿 | 1.52% | 278,000 | -293,800 | -51.4% | -$1.65亿 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY CL B ORD | $1.58亿 | 1.53% | 315,500 | 284,200 | 908.0% | $1.42亿 | 加仓 |
| MA | MASTERCARD CL A ORD | $1.59亿 | 1.54% | 310,000 | 90,700 | 41.4% | $4,658.35万 | 加仓 |
| QSR | RESTAURANT BRANDS INTRNATIONAL ORD | $1.73亿 | 1.68% | 2,390,000 | 2,390,000 | — | $1.73亿 | 新建仓 |