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DONALDSON CAPITAL MANAGEMENT, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
DONALDSON CAPITAL MANAGEMENT, LLC
报告期 2026-03-31 · CIK 0001487438
持仓数
235
前50大市值合计
$2.73B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 22
增持 55
减持 53
清仓 20
方向
标的
Δ市值
现股数(环比)
增持
COST
COSTCO WHSL CORP NEW
+$46.2M
104,239
+6859%
减持
MMM
3M CO
-$34.3M
41,969
-80%
增持
UNP
UNION PAC CORP
+$31.0M
160,304
+7739%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
OKE
ONEOK INC NEW
-$17.7M
20,734
-94%
增持
MRK
MERCK & CO INC
+$15.7M
605,673
+58%
减持
KMI
KINDER MORGAN INC DEL
-$14.5M
26,170
-97%
增持
AFL
AFLAC INC
+$13.5M
807,463
+52%
减持
TXN
TEXAS INSTRS INC
-$12.1M
237,041
-21%
减持
CMI
CUMMINS INC
-$10.9M
192,142
-13%
减持
JPM
JPMORGAN CHASE & CO
-$9.1M
299,292
-20%
减持
USB
US BANCORP DEL
-$7.8M
707,159
-19%
增持
PFE
PFIZER INC
+$6.6M
1,243,611
+4%
增持
—
ACCENTURE PLC IRELAND
+$6.0M
206,972
+1%
增持
APD
AIR PRODS & CHEMS INC
+$5.7M
189,870
+27%
清仓
CME
CME GROUP INC
-$5.0M
0
-100%
增持
NEE
NEXTERA ENERGY INC
+$4.5M
663,617
+2%
减持
JPST
J P MORGAN EXCHANGE-TRADED F
-$4.2M
267,343
-24%
增持
AAPL
APPLE INC
+$4.1M
698,105
+1%
增持
MSFT
MICROSOFT CORP
+$3.9M
330,750
+0%
增持
ICSH
ISHARES TR
+$3.8M
419,446
+22%
增持
NEAR
ISHARES U S ETF TR
+$3.7M
781,589
+10%
增持
HD
HOME DEPOT INC
+$3.2M
180,868
+3%
减持
PAYX
PAYCHEX INC
-$3.2M
487,844
-10%
建仓
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$3.1M
20,167
增持
TROW
PRICE T ROWE GROUP INC
+$3.1M
213,331
+9%
增持
AVGO
BROADCOM INC
+$2.5M
121,391
+3%
减持
VLO
VALERO ENERGY CORP
-$2.4M
303,687
-1%
增持
CSCO
CISCO SYS INC
+$2.2M
985,043
+1%
增持
ABBV
ABBVIE INC
-$1.9M
548,429
+1%
增持
—
MEDTRONIC PLC
+$1.8M
410,693
+3%
增持
LSTR
LANDSTAR SYS INC
+$1.7M
26,590
+70%
建仓
ERIE
ERIE INDTY CO
+$1.7M
9,589
增持
LMT
LOCKHEED MARTIN CORP
-$1.7M
69,234
+2%
减持
—
EXXON MOBIL CORP
-$1.7M
366,106
-0%
减持
CINF
CINCINNATI FINL CORP
-$1.7M
82,510
-13%
增持
—
BLACKROCK INC
-$1.6M
73,672
+2%
减持
UPS
UNITED PARCEL SERVICE INC
-$1.5M
45,970
-3%
增持
GOOGL
ALPHABET INC
+$1.4M
4,055
+5%
减持
AMZN
AMAZON COM INC
-$1.2M
3,483
-5%
减持
NKE
NIKE INC
-$1.0M
50,906
-6%
增持
NVDA
NVIDIA CORPORATION
+$952.0K
5,814
+1746%
增持
V
VISA INC
+$923.0K
38,072
+18%
清仓
OGN
ORGANON & CO
-$866.0K
0
-100%
增持
MSCI
MSCI INC
+$850.0K
9,586
+3%
增持
META
FACEBOOK INC
+$843.0K
4,032
+167%
建仓
CRM
SALESFORCE COM INC
+$836.0K
3,084
增持
OSK
OSHKOSH CORP
-$791.0K
39,438
+2%
增持
LQD
ISHARES TR
+$784.0K
67,827
+11%
减持
XLE
SELECT SECTOR SPDR TR
-$776.0K
70,091
-15%
减持
RY
ROYAL BK CDA
-$732.0K
242,087
-1%
减持
AMGN
AMGEN INC
-$718.0K
17,768
-4%
减持
CLX
CLOROX CO DEL
-$695.0K
5,703
-37%
增持
SBUX
STARBUCKS CORP
+$692.0K
443,768
+3%
增持
NFLX
NETFLIX INC
+$691.0K
2,652
+51%
减持
LII
LENNOX INTL INC
-$677.0K
8,279
-7%
增持
T
AT&T INC
-$677.0K
636,453
+3%
建仓
—
XILINX INC
+$638.0K
4,223
清仓
DRI
DARDEN RESTAURANTS INC
-$622.0K
0
-100%
减持
VZ
VERIZON COMMUNICATIONS INC
-$614.0K
39,480
-19%
建仓
BLDR
BUILDERS FIRSTSOURCE INC
+$611.0K
11,801
清仓
BALL
BALL CORP
-$610.0K
0
-100%
减持
DIS
DISNEY WALT CO
-$606.0K
42,906
-4%
清仓
—
AON PLC
-$593.0K
0
-100%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$589.0K
256,867
+2%
清仓
FIS
FIDELITY NATL INFORMATION SV
-$584.0K
0
-100%
减持
WEC
WEC ENERGY GROUP INC
-$572.0K
23,413
-21%
建仓
SE
SEA LTD
+$569.0K
1,784
增持
EL
LAUDER ESTEE COS INC
+$560.0K
19,704
+17%
增持
RSG
REPUBLIC SVCS INC
+$556.0K
24,865
+13%
建仓
MU
MICRON TECHNOLOGY INC
+$541.0K
7,620
减持
ISRG
INTUITIVE SURGICAL INC
-$537.0K
473
-57%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$531.0K
1,614
+137%
减持
MCD
MCDONALDS CORP
-$508.0K
34,823
-10%
减持
BAH
BOOZ ALLEN HAMILTON HLDG COR
-$491.0K
56,937
-3%
建仓
MELI
MERCADOLIBRE INC
+$480.0K
286
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$476.0K
50,559
-3%
增持
JNJ
JOHNSON & JOHNSON
-$471.0K
317,316
+1%
增持
NOC
NORTHROP GRUMMAN CORP
+$471.0K
63,270
+3%
清仓
FISV
FISERV INC
-$465.0K
0
-100%
建仓
QUAL
ISHARES TR
+$464.0K
3,520
建仓
CVNA
CARVANA CO
+$462.0K
1,532
减持
NDAQ
NASDAQ INC
-$456.0K
3,255
-47%
清仓
ARE
ALEXANDRIA REAL ESTATE EQ IN
-$449.0K
0
-100%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$447.0K
35,302
-7%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$440.0K
1,437
-68%
建仓
CDNS
CADENCE DESIGN SYSTEM INC
+$436.0K
2,878
清仓
AEE
AMEREN CORP
-$433.0K
0
-100%
减持
XEL
XCEL ENERGY INC
-$423.0K
3,343
-65%
建仓
CPRT
COPART INC
+$421.0K
3,038
清仓
ATO
ATMOS ENERGY CORP
-$419.0K
0
-100%
建仓
SNPS
SYNOPSYS INC
+$409.0K
1,365
减持
CAT
CATERPILLAR INC
-$408.0K
9,307
-8%
清仓
DLR
DIGITAL RLTY TR INC
-$403.0K
0
-100%
清仓
SBAC
SBA COMMUNICATIONS CORP NEW
-$399.0K
0
-100%
增持
SPGI
S&P GLOBAL INC
+$395.0K
2,565
+51%
建仓
ICE
INTERCONTINENTAL EXCHANGE IN
+$388.0K
3,381
建仓
POOL
POOL CORP
+$383.0K
882
减持
INTU
INTUIT
-$381.0K
18,092
-13%
增持
SQ
SQUARE INC
+$377.0K
3,060
+109%
增持
MA
MASTERCARD INCORPORATED
+$373.0K
3,590
+50%
建仓
ROST
ROSS STORES INC
+$359.0K
3,296
增持
MS
MORGAN STANLEY
+$354.0K
43,268
+3%
清仓
AXP
AMERICAN EXPRESS CO
-$353.0K
0
-100%
建仓
DPZ
DOMINOS PIZZA INC
+$345.0K
724
建仓
VRSN
VERISIGN INC
+$344.0K
1,678
建仓
MTD
METTLER TOLEDO INTERNATIONAL
+$331.0K
241
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$327.0K
8,391
-18%
减持
SO
SOUTHERN CO
-$322.0K
21,819
-21%
增持
MTUM
ISHARES TR
+$293.0K
92,192
+1%
增持
XYL
XYLEM INC
+$273.0K
43,338
+2%
减持
CMCSA
COMCAST CORP NEW
-$269.0K
136,828
-2%
增持
BAB
INVESCO EXCH TRADED FD TR II
+$263.0K
1,186,004
+2%
清仓
XLB
SELECT SECTOR SPDR TR
-$263.0K
0
-100%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$260.0K
3,970
-30%
增持
ABT
ABBOTT LABS
+$260.0K
85,322
+1%
清仓
SCHW
SCHWAB CHARLES CORP
-$259.0K
0
-100%
减持
ITW
ILLINOIS TOOL WKS INC
-$257.0K
3,517
-20%
清仓
—
CANADIAN PAC RY LTD
-$250.0K
0
-100%
减持
HON
HONEYWELL INTL INC
-$250.0K
3,038
-26%
清仓
—
GENERAL ELECTRIC CO
-$237.0K
0
-100%
建仓
ADI
ANALOG DEVICES INC
+$236.0K
1,410
清仓
—
MAXIM INTEGRATED PRODS INC
-$236.0K
0
-100%
增持
QQQ
INVESCO QQQ TR
+$228.0K
2,834
+28%
减持
BA
BOEING CO
-$225.0K
4,385
-12%
建仓
GE
GENERAL ELECTRIC CO
+$223.0K
2,169
清仓
HUM
HUMANA INC
-$220.0K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$210.0K
7,604
+13%
减持
XLI
SELECT SECTOR SPDR TR
-$204.0K
6,880
-20%
建仓
PAG
PENSKE AUTOMOTIVE GRP INC
+$202.0K
2,010
清仓
VWO
VANGUARD INTL EQUITY INDEX F
-$202.0K
0
-100%
减持
NVO
NOVO-NORDISK A S
+$200.0K
21,835
-4%
减持
PNC
PNC FINL SVCS GROUP INC
-$198.0K
4,629
-20%
减持
PEP
PEPSICO INC
-$190.0K
27,397
-6%
减持
AOS
SMITH A O CORP
-$185.0K
4,360
-30%
增持
XLV
SELECT SECTOR SPDR TR
+$178.0K
6,274
+27%
减持
IJT
ISHARES TR
-$174.0K
2,312
-35%
减持
IP
INTERNATIONAL PAPER CO
-$165.0K
8,306
-19%
减持
ENB
ENBRIDGE INC
-$161.0K
21,802
-15%
增持
AGG
ISHARES TR
+$160.0K
24,180
+7%
减持
DE
DEERE & CO
-$160.0K
1,274
-23%
增持
TSLA
TESLA INC
+$160.0K
986
+11%
增持
GS
GOLDMAN SACHS GROUP INC
+$159.0K
4,984
+10%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$157.0K
49,539
-1%
减持
ROP
ROPER TECHNOLOGIES INC
-$156.0K
610
-33%
增持
MCO
MOODYS CORP
+$156.0K
20,338
+4%
增持
VTI
VANGUARD INDEX FDS
+$144.0K
4,030
+20%
减持
VYM
VANGUARD WHITEHALL FDS
-$142.0K
15,031
-7%
增持
CVX
CHEVRON CORP NEW
-$136.0K
177,485
+2%
增持
RSPM
INVESCO EXCHANGE TRADED FD T
-$127.0K
34,075
+0%
减持
GOOG
ALPHABET INC
+$126.0K
813
-0%
