我不是股神我不是股神
Buy
聪明钱/Mairs & Power Funds

Mairs & Power Funds

Mairs & Power Funds
Mairs & Power Funds13F · 14 May 2026
持仓 40前十集中度 44%本季新建/加仓 12减持/清仓 28
1
NVDANVIDIA Corp. 66
8.5%减持
2
MSFTMicrosoft Corp. 70
7.3%加仓
3
AMZNAmazon.com Inc. 69
5.5%加仓
4
GOOGAlphabet Inc. CL C 73
4.7%减持
5
GGGGraco Inc. 57
3.3%减持
6
JPMJPMorgan Chase & Co. 61
3.2%减持
7
AAPLApple Inc. 60
3.1%减持
8
LLYEli Lilly & Co. 73
3.1%减持
9
TTCToro Co. 52
2.6%减持
10
VVisa Inc. 63
2.6%加仓
11
LFUSLittelfuse Inc. 60
2.5%减持
12
NVTnVent Electric plc 65
2.5%减持
13
MSIMotorola Solutions Inc. 64
2.4%加仓
14
WECWEC Energy Group 56
2.3%加仓
15
LNTAlliant Energy 56
2.1%减持
16
ECLEcolab Inc. 58
2.1%减持
17
UNHUnited Health Group Inc. 52
2.0%减持
18
METAMeta Platforms Inc. 71
1.9%加仓
19
FASTFastenal 55
1.9%减持
20
VZVerizon Communications 47
1.7%减持
21
TSMTaiwan Semiconductor S.A. 78
1.7%减持
22
ENTGEntegris Inc. 67
1.6%减持
23
FULH.B. Fuller Co. 35
1.5%减持
24
TECHBio-Techne Corp. 66
1.5%减持
25
CHRWC.H. Robinson Worldwide 48
1.4%减持
26
JNJJohnson & Johnson 56
1.4%减持
27
SHWSherwin-Williams 61
1.4%减持
28
FISVFiserv Inc. 47
1.2%加仓
29
WFCWells Fargo 60
1.1%减持
30
ROKRockwell Automation Inc. 63
1.0%减持
31
WMWaste Management Inc. 55
0.9%加仓
32
AMPAmeriprise Financial Inc. 61
0.9%加仓
33
PANWPalo Alto Networks 58
0.9%加仓
34
HRLHormel Foods Corp. 39
0.8%减持
35
ABTAbbott Labs 65
0.8%加仓
36
CASYCasey's Gen'l Stores 58
0.7%减持
37
QCOMQUALCOMM Inc. 59
0.6%减持
38
CGNXCognex Corp. 58
0.6%加仓
39
TNCTennant Co. 51
0.6%减持
40
HDHome Depot 63
0.5%减持

数据 = Dataroma 13F(季度披露,有 ~45 天滞后);占比为组合权重,非实时。「均」= 五方均分。共识 ≠ 正确,大佬也会一起踏空 · 非投资建议。