Parrish Capital LLC
KENNESAW GA · SEC CIK 0002131053
$1.12亿2026Q1 申报市值
86持仓数
25.2%前十大占比 · 第一大 3.6%
2 / 2新建仓 / 清仓
26Q1
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
AZN 新建仓+$227.89万
CSCO 新建仓+$35.89万
LYB 加仓+$16.36万
MRVL 加仓+$15.98万
WHR 加仓+$15.88万
2026Q1 卖出最多 按季末市值估算
AZN 清仓-$235.95万
TEVA PHARMACEUTI 减仓-$49.95万
ETN 减仓-$31.12万
AAPL 减仓-$22.61万
TRV 减仓-$21.70万
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 |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | $407.56万 | 3.63% | 14,173 | -343 | -2.4% | -$9.86万 | 减仓 |
| AAPL | APPLE INC | $404.08万 | 3.60% | 15,922 | -891 | -5.3% | -$22.61万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $317.01万 | 2.83% | 22,746 | -1,149 | -4.8% | -$16.01万 | 减仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $292.62万 | 2.61% | 97,153 | -16,584 | -14.6% | -$49.95万 | 减仓 |
| — | EXXON MOBIL CORP | $256.73万 | 2.29% | 15,132 | -153 | -1.0% | -$2.60万 | 减仓 |
| ORCL | ORACLE CORP | $251.50万 | 2.24% | 17,096 | 629 | 3.8% | $9.25万 | 加仓 |
| GE | GE AEROSPACE | $238.82万 | 2.13% | 8,416 | -610 | -6.8% | -$17.31万 | 减仓 |
| AZN | ASTRAZENECA PLC | $227.89万 | 2.03% | 11,555 | 11,555 | — | $227.89万 | 新建仓 |
| VOD | VODAFONE GROUP PLC | $218.09万 | 1.94% | 145,198 | -6,652 | -4.4% | -$9.99万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $215.56万 | 1.92% | 42,941 | -434 | -1.0% | -$2.18万 | 减仓 |
| TTE | TOTALENERGIES SE | $213.35万 | 1.90% | 23,450 | 834 | 3.7% | $7.59万 | 加仓 |
| SHEL | SHELL PLC | $206.31万 | 1.84% | 22,184 | 631 | 2.9% | $5.87万 | 加仓 |
| META | META PLATFORMS INC | $195.55万 | 1.74% | 3,418 | 61 | 1.8% | $3.49万 | 加仓 |
| AB | ALLIANCEBERNSTEIN HLDG L P | $195.26万 | 1.74% | 52,152 | 3,304 | 6.8% | $12.37万 | 加仓 |
| ETN | EATON CORP PLC | $189.57万 | 1.69% | 5,300 | -870 | -14.1% | -$31.12万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $183.24万 | 1.63% | 2,166 | -122 | -5.3% | -$10.32万 | 减仓 |
| QCOM | QUALCOMM INC | $179.56万 | 1.60% | 13,943 | 736 | 5.6% | $9.48万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $178.99万 | 1.60% | 5,186 | -47 | -0.9% | -$1.62万 | 减仓 |
| ALB | ALBEMARLE CORP | $175.69万 | 1.57% | 9,786 | -812 | -7.7% | -$14.58万 | 减仓 |
| SO | SOUTHERN CO | $172.08万 | 1.53% | 17,828 | -221 | -1.2% | -$2.13万 | 减仓 |
| ABBV | ABBVIE INC | $170.99万 | 1.52% | 7,862 | -422 | -5.1% | -$9.18万 | 减仓 |
| GEV | GE VERNOVA INC | $169.26万 | 1.51% | 1,939 | -123 | -6.0% | -$10.74万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $168.10万 | 1.50% | 10,485 | 331 | 3.3% | $5.31万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $165.61万 | 1.48% | 5,892 | -363 | -5.8% | -$10.20万 | 减仓 |
| GSK | GSK PLC | $163.30万 | 1.46% | 29,588 | -639 | -2.1% | -$3.53万 | 减仓 |
| T | AT&T INC | $159.62万 | 1.42% | 55,062 | 296 | 0.5% | $8,581 | 加仓 |
| PPC | PILGRIMS PRIDE CORP | $152.90万 | 1.36% | 40,492 | -1,139 | -2.7% | -$4.30万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $147.31万 | 1.31% | 4,870 | -634 | -11.5% | -$19.18万 | 减仓 |
| BX | BLACKSTONE INC | $142.16万 | 1.27% | 12,363 | 575 | 4.9% | $6.61万 | 加仓 |
| IVZ | INVESCO LTD | $141.92万 | 1.26% | 58,426 | -786 | -1.3% | -$1.91万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $140.39万 | 1.25% | 8,491 | -282 | -3.2% | -$4.66万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $139.87万 | 1.25% | 21,519 | 488 | 2.3% | $3.17万 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $137.65万 | 1.23% | 17,087 | 2,031 | 13.5% | $16.36万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $137.62万 | 1.23% | 14,644 | 752 | 5.4% | $7.07万 | 加仓 |
| SLB | SLB LIMITED | $136.85万 | 1.22% | 26,629 | 962 | 3.7% | $4.94万 | 加仓 |
| BP | BP PLC | $136.73万 | 1.22% | 29,091 | 999 | 3.6% | $4.70万 | 加仓 |
| EMR | EMERSON ELEC CO | $134.14万 | 1.20% | 10,238 | 214 | 2.1% | $2.80万 | 加仓 |
| INTC | INTEL CORP | $127.77万 | 1.14% | 28,953 | -1,102 | -3.7% | -$4.86万 | 减仓 |
| LNC | LINCOLN NATL CORP IND | $126.45万 | 1.13% | 35,621 | 2,100 | 6.3% | $7.46万 | 加仓 |
| OZK | BANK OZK LITTLE ROCK ARK | $126.18万 | 1.12% | 27,496 | 1,010 | 3.8% | $4.63万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $125.08万 | 1.11% | 9,970 | 445 | 4.7% | $5.58万 | 加仓 |
| IP | INTERNATIONAL PAPER CO | $125.06万 | 1.11% | 35,032 | 2,447 | 7.5% | $8.74万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $123.09万 | 1.10% | 4,220 | -744 | -15.0% | -$21.70万 | 减仓 |
| UL | UNILEVER PLC | $113.39万 | 1.01% | 19,903 | 1,190 | 6.4% | $6.78万 | 加仓 |
| TFC | TRUIST FINL CORP | $113.32万 | 1.01% | 24,650 | 1,800 | 7.9% | $8.27万 | 加仓 |
| AAP | ADVANCE AUTO PARTS INC | $110.14万 | 0.98% | 20,879 | 1,697 | 8.8% | $8.95万 | 加仓 |
| BA | BOEING CO | $105.49万 | 0.94% | 5,300 | 354 | 7.2% | $7.05万 | 加仓 |
| DLTR | DOLLAR TREE INC | $104.90万 | 0.93% | 9,579 | 229 | 2.4% | $2.51万 | 加仓 |
| — | CHART INDS INC | $104.68万 | 0.93% | 5,063 | 152 | 3.1% | $3.14万 | 加仓 |
| UNM | UNUM GROUP | $104.29万 | 0.93% | 14,281 | 362 | 2.6% | $2.64万 | 加仓 |
| TDC | TERADATA CORP DEL | $102.18万 | 0.91% | 39,868 | 1,465 | 3.8% | $3.75万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $99.94万 | 0.89% | 17,093 | 1,214 | 7.6% | $7.10万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $99.03万 | 0.88% | 12,590 | 693 | 5.8% | $5.45万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $98.05万 | 0.87% | 29,243 | 1,406 | 5.1% | $4.71万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $97.83万 | 0.87% | 9,877 | 1,613 | 19.5% | $15.98万 | 加仓 |
| BIDU | BAIDU INC | $97.83万 | 0.87% | 8,780 | 600 | 7.3% | $6.69万 | 加仓 |
| TAP | MOLSON COORS BEVERAGE CO | $96.70万 | 0.86% | 22,456 | 2,605 | 13.1% | $11.22万 | 加仓 |
| BMO | BANK MONTREAL MEDIUM | $93.89万 | 0.84% | 6,937 | -44 | -0.6% | -$5,955 | 减仓 |
| DIS | DISNEY WALT CO | $92.22万 | 0.82% | 9,568 | 514 | 5.7% | $4.95万 | 加仓 |
| KHC | KRAFT HEINZ CO | $92.05万 | 0.82% | 40,931 | 4,434 | 12.1% | $9.97万 | 加仓 |
| MSFT | MICROSOFT CORP | $91.14万 | 0.81% | 2,462 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $90.33万 | 0.81% | 9,247 | 581 | 6.7% | $5.68万 | 加仓 |
| CI | THE CIGNA GROUP | $89.25万 | 0.80% | 3,346 | 56 | 1.7% | $1.49万 | 加仓 |
| AMZN | AMAZON COM INC | $86.87万 | 0.77% | 4,171 | -324 | -7.2% | -$6.75万 | 减仓 |
| VFC | V F CORP | $86.05万 | 0.77% | 50,647 | 4,795 | 10.5% | $8.15万 | 加仓 |
| BHP | BHP BILLITON LIMITED | $79.72万 | 0.71% | 10,960 | 513 | 4.9% | $3.73万 | 加仓 |
| TGT | TARGET CORP | $76.44万 | 0.68% | 6,307 | 711 | 12.7% | $8.62万 | 加仓 |
| NWBI | NORTHWEST BANCSHARES INC | $65.77万 | 0.59% | 51,831 | 5,756 | 12.5% | $7.30万 | 加仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $65.18万 | 0.58% | 3,448 | 407 | 13.4% | $7.69万 | 加仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $63.94万 | 0.57% | 38,919 | 5,014 | 14.8% | $8.24万 | 加仓 |
| FTNT | FORTINET INC | $61.55万 | 0.55% | 7,532 | 1,391 | 22.7% | $11.37万 | 加仓 |
| WMT | WALMART INC | $58.85万 | 0.52% | 4,735 | -48 | -1.0% | -$5,965 | 减仓 |
| WHR | WHIRLPOOL CORP | $57.20万 | 0.51% | 10,608 | 2,945 | 38.4% | $15.88万 | 加仓 |
| ALGN | ALIGN TECHNOLOGY INC | $54.60万 | 0.49% | 3,185 | 663 | 26.3% | $11.37万 | 加仓 |
| FISV | FISERV INC | $53.12万 | 0.47% | 9,520 | 1,683 | 21.5% | $9.39万 | 加仓 |
| HD | HOME DEPOT INC | $49.29万 | 0.44% | 1,499 | -18 | -1.2% | -$5,919 | 减仓 |
| KO | COCA COLA CO | $48.26万 | 0.43% | 6,346 | -87 | -1.4% | -$6,616 | 减仓 |
| DEO | DIAGEO PLC | $46.21万 | 0.41% | 6,207 | 1,016 | 19.6% | $7.56万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $41.93万 | 0.37% | 2,404 | 0 | 0.0% | — | 不变 |
| EL | LAUDER ESTEE COS INC | $40.80万 | 0.36% | 5,685 | 1,586 | 38.7% | $11.38万 | 加仓 |
| CSCO | CISCO SYS INC | $35.89万 | 0.32% | 4,626 | 4,626 | — | $35.89万 | 新建仓 |
| PRGO | PERRIGO CO PLC | $34.92万 | 0.31% | 32,512 | 9,525 | 41.4% | $10.23万 | 加仓 |
| LIN | LINDE PLC | $30.19万 | 0.27% | 609 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $29.76万 | 0.27% | 621 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $24.94万 | 0.22% | 848 | 0 | 0.0% | — | 不变 |
| BGS | B & G FOODS INC | $14.60万 | 0.13% | 30,348 | -19,669 | -39.3% | -$9.46万 | 减仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -12,833 | -100.0% | -$235.95万 | 清仓 |
| V | VISA INC | $0 | 0.00% | 0 | -585 | -100.0% | -$20.52万 | 清仓 |