Jensen Investment Management
Jensen Investment ManagementJensen Investment Management13F · 05 May 2026
持仓 40前十集中度 58%本季新建/加仓 11减持/清仓 28
18.6%减持28.2%减持38.0%减持45.6%减持55.0%加仓64.8%加仓74.8%减持84.5%减持94.2%减持104.0%加仓113.9%加仓123.9%减持133.0%减持143.0%减持152.8%减持162.8%减持172.8%减持182.7%加仓192.7%加仓202.0%加仓211.8%加仓221.7%减持231.4%减持241.1%减持250.9%减持260.6%减持270.4%减持280.3%减持290.3%减持300.3%加仓310.3%减持320.2%减持330.2%加仓340.2%减持350.2%减持360.2%减持370.2%减持380.2%加仓390.1%减持400.1%持有
MSFTMicrosoft Corp.均 70
GOOGLAlphabet Inc.均 71
AAPLApple Inc.均 60
NVDANVIDIA Corp.均 66
AMZNAmazon.com Inc.均 69
MAMastercard Inc.均 66
KLACKLA Corp.均 70
SYKStryker Corp.均 62
LLYEli Lilly & Co.均 73
SHWSherwin-Williams均 61
MRSHMarsh均 59
METAMeta Platforms Inc.均 71
ABTAbbott Labs均 65
WMWaste Management Inc.均 55
PGProcter & Gamble均 53
EFXEquifax Inc.均 57
CDNSCadence Design Systems均 70
BRBroadridge Financial Solutions均 55
AVGOBroadcom Inc.均 68
VEEVVeeva Systems Inc.均 64
VRSKVerisk Analytics Inc.均 57
MCDMcDonald's Corp.均 60
MSIMotorola Solutions Inc.均 64
CPRTCopart Inc.均 59
INTUIntuit Inc.均 65
APHAmphenol Corp.均 73
ADPAutomatic Data Processing Inc.均 54
ORCLOracle Corp.均 59
ECLEcolab Inc.均 58
JGRWJensen Quality Growth ETF
PEPPepsiCo Inc.均 61
ACNAccenture均 49
WATWaters Corp.均 65
CLColgate-Palmolive均 47
EMREmerson Electric均 63
KOCoca Cola Co.均 59
ADBEAdobe Inc.均 61
AONAon Plc均 58
CTSHCognizant Technology Solutions均 41
CCKCrown Holdings均 53
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。