Postrock Partners LLC
- SEC CIK
- 0002053668
- 最新申報
- 2026/7/24
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/15 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 82
- 較 2025 年第 1 季 +2
- 總值
- $2.09 億
- 較 2025 年第 1 季 +$706.5 萬 (+3.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| BRK.ABerkshire Hathaway Inc | CL A | 44 | $3,207 萬 | 15.3% | 00.0% | 不變 | 歷史 |
| AAPLApple Inc. | Stock | 143,584 | $2,946 萬 | 14.1% | +30.0% | 加碼 | 歷史 |
| FASTFastenal Co | Stock | 338,720 | $1,423 萬 | 6.8% | 00.0% | 不變依 2 比 1 拆股換算 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 1,966 | $1,138 萬 | 5.4% | 00.0% | 不變 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 16,421 | $1,020 萬 | 4.9% | −29−0.2% | 減碼 | – |
| VVisa Inc. | Stock | 28,506 | $1,012 萬 | 4.8% | +23+0.1% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 48,158 | $848.7 萬 | 4.1% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 44,988 | $710.8 萬 | 3.4% | 00.0% | 不變 | 歷史 |
| QCOMQualcomm Inc | Stock | 36,024 | $573.7 萬 | 2.7% | −900−2.4% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 27,890 | $494.7 萬 | 2.4% | +150+0.5% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 17,711 | $388.6 萬 | 1.9% | +95+0.5% | 加碼 | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 10,521 | $327.7 萬 | 1.6% | −185−1.7% | 減碼 | 歷史 |
| HEIHeico Corp | COM | 9,922 | $325.4 萬 | 1.6% | −39−0.4% | 減碼 | 歷史 |
| CTSHCognizant Technology Solutions Corp | CL A | 39,522 | $308.4 萬 | 1.5% | −1,850−4.5% | 減碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 32,648 | $304.6 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 10,470 | $301.5 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| SPGIS&P Global Inc. | Stock | 5,205 | $274.5 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| iShares Ibonds Dec 2027 Term Muni Bond ETF46435U283 | ETF | 96,609 | $244.9 萬 | 1.2% | +3,728+4.0% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 4,683 | $232.9 萬 | 1.1% | +73+1.6% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 22,883 | $223.8 萬 | 1.1% | +74+0.3% | 加碼 | 歷史 |
| TSCOTractor Supply Co | COM | 42,225 | $222.8 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| ROSTRoss Stores, Inc. | COM | 17,257 | $220.2 萬 | 1.1% | −510−2.9% | 減碼 | 歷史 |
| LOPEGrand Canyon Education, Inc. | COM | 10,428 | $197.1 萬 | 0.9% | −43−0.4% | 減碼 | 歷史 |
| RBARB Global Inc. | COM | 17,780 | $188.8 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| ANSSAnsys Inc | COM | 5,066 | $177.9 萬 | 0.9% | −10−0.2% | 減碼 | 歷史 |
| ROLRollins Inc | COM | 27,169 | $153.3 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 15,101 | $152.4 萬 | 0.7% | +15,101 | 新進 | 歷史 |
| CPRTCopart Inc | COM | 30,180 | $148.1 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 6,738 | $137.9 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 15,078 | $137.6 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| AMTAmerican Tower Corp | REIT | 6,138 | $135.7 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 9,009 | $127.8 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,964 | $121.3 萬 | 0.6% | +23+1.2% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 1,134 | $119.0 萬 | 0.6% | +4+0.4% | 加碼 | 歷史 |
| TECHBIO-TECHNE Corp | COM | 21,086 | $108.5 萬 | 0.5% | −84−0.4% | 減碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 1,007 | $103.5 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,038 | $102.8 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 3,502 | $101.5 萬 | 0.5% | +140+4.2% | 加碼 | 歷史 |
| iShares Ibonds Dec 2026 Term Muni Bond ETF46435U259 | ETF | 38,416 | $98.4 萬 | 0.5% | +1,350+3.6% | 加碼 | – |
| CSGPCostar Group, Inc. | COM | 11,440 | $92.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 8,400 | $89.3 萬 | 0.4% | 00.0% | 不變 | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 9,000 | $83.4 萬 | 0.4% | 00.0% | 不變 | – |
| MSIMotorola Solutions, Inc. | Stock | 1,620 | $68.1 萬 | 0.3% | −5−0.3% | 減碼 | 歷史 |
| MUMicron Technology Inc | Stock | 5,510 | $67.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 6,784 | $67.3 萬 | 0.3% | +611+9.9% | 加碼 | – |
| LKQLKQ Corp | COM | 16,479 | $61.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| DHRDanaher Corp | Stock | 3,026 | $59.8 萬 | 0.3% | −134−4.2% | 減碼 | 歷史 |
| iShares Tr46435U432 | IBONDS DEC 25 | 22,268 | $59.6 萬 | 0.3% | +1,400+6.7% | 加碼 | – |
| iShares Russell Midcap ETF464287499 | ETF | 6,376 | $58.6 萬 | 0.3% | −12,950−67.0% | 減碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 2,506 | $54.1 萬 | 0.3% | −6,682−72.7% | 減碼 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 2,765 | $54.0 萬 | 0.3% | 00.0% | 不變 | – |
| GNTXGentex Corp | COM | 24,552 | $54.0 萬 | 0.3% | −132−0.5% | 減碼 | 歷史 |
| CHEChemed Corp | COM | 1,103 | $53.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 4,800 | $52.5 萬 | 0.3% | 00.0% | 不變 | – |
| USBUS Bancorp DE | COM NEW | 11,125 | $50.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 981 | $47.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BACBank of America Corp | Stock | 9,721 | $46.0 萬 | 0.2% | +450+4.9% | 加碼 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 5,192 | $43.0 萬 | 0.2% | +266+5.4% | 加碼 | – |
| iShares Ibonds Dec 2028 Term Muni Bond ETF46435U325 | ETF | 16,841 | $42.8 萬 | 0.2% | +3,550+26.7% | 加碼 | – |
| MPCMarathon Petroleum Corp | Stock | 2,565 | $42.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 4,335 | $38.6 萬 | 0.2% | 00.0% | 不變 | – |
| INTUIntuit Inc. | Stock | 481 | $37.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TYLTyler Technologies Inc | COM | 630 | $37.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| HWMHowmet Aerospace Inc. | Stock | 1,850 | $34.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CGNXCognex Corp | COM | 9,694 | $30.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 2,306 | $30.5 萬 | 0.1% | 00.0% | 不變 | – |
| GILDGilead Sciences, Inc. | Stock | 2,681 | $29.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GEVGE Vernova Inc. | Stock | 546 | $28.9 萬 | 0.1% | +546 | 新進 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 497 | $27.4 萬 | 0.1% | 00.0% | 不變 | – |
| MAMastercard Inc | Stock | 484 | $27.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 713 | $26.1 萬 | 0.1% | +23+3.3% | 加碼 | 歷史 |
| GDDYGoDaddy Inc. | CL A | 1,433 | $25.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CMECME Group Inc. | COM | 925 | $25.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CRMSalesforce, Inc. | Stock | 904 | $24.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1 | ETF | 9,600 | $24.2 萬 | 0.1% | 00.0% | 不變 | – |
| CSCOCisco Systems, Inc. | Stock | 3,480 | $24.1 萬 | 0.1% | +150+4.5% | 加碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 3,988 | $23.9 萬 | 0.1% | +60+1.5% | 加碼 | – |
| CEGConstellation Energy Corp | Stock | 721 | $23.3 萬 | 0.1% | +721 | 新進 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 2,075 | $21.7 萬 | 0.1% | 00.0% | 不變 | – |
| TAT&T Inc. | Stock | 7,470 | $21.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| EQTEQT Corp | Stock | 3,540 | $20.6 萬 | 0.1% | +3,540 | 新進 | 歷史 |
| ADBEAdobe Inc. | Stock | 532 | $20.6 萬 | 0.1% | −6−1.1% | 減碼 | 歷史 |
2025 年第 1 季之後清倉（2 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。