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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 8
增持 100
减持 39
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$26.9M
707,629
+1%
增持
AVGO
BROADCOM INC
+$24.6M
125,484
+3%
增持
PFE
PFIZER INC
+$21.5M
1,269,772
+2%
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。
增持
—
ACCENTURE PLC IRELAND
+$20.7M
209,643
+1%
增持
MSFT
MICROSOFT CORP
+$19.6M
335,527
+1%
增持
HD
HOME DEPOT INC
+$16.7M
183,321
+1%
增持
ABBV
ABBVIE INC
+$16.3M
557,308
+2%
增持
UNP
UNION PAC CORP
+$15.4M
185,702
+16%
增持
COST
COSTCO WHSL CORP NEW
+$14.6M
108,217
+4%
增持
PAYX
PAYCHEX INC
+$12.5M
493,342
+1%
增持
NEE
NEXTERA ENERGY INC
+$11.5M
680,825
+3%
增持
APD
AIR PRODS & CHEMS INC
+$10.8M
195,243
+3%
增持
CSCO
CISCO SYS INC
+$9.7M
999,720
+1%
减持
—
MEDTRONIC PLC
-$9.0M
410,347
-0%
增持
AFL
AFLAC INC
+$8.9M
873,575
+8%
减持
JPST
J P MORGAN EXCHANGE-TRADED F
-$7.5M
120,517
-55%
增持
—
BLACKROCK INC
+$6.4M
74,436
+1%
增持
NEAR
ISHARES U S ETF TR
+$4.8M
879,674
+13%
减持
MMM
3M CO
-$4.6M
15,289
-64%
减持
CMCSA
COMCAST CORP NEW
-$4.4M
64,725
-53%
增持
UNH
UNITEDHEALTH GROUP INC
+$4.0M
12,976
+103%
增持
SBUX
STARBUCKS CORP
+$3.9M
452,155
+2%
增持
JNJ
JOHNSON & JOHNSON
+$3.8M
321,666
+1%
增持
CVX
CHEVRON CORP NEW
+$3.4M
182,078
+3%
增持
MRK
MERCK & CO INC
+$3.3M
636,199
+5%
增持
DPZ
DOMINOS PIZZA INC
+$3.1M
6,086
+741%
减持
XYL
XYLEM INC
-$3.0M
20,033
-54%
增持
BAB
INVESCO EXCH TRADED FD TR II
+$2.8M
1,268,234
+7%
增持
NOC
NORTHROP GRUMMAN CORP
+$2.6M
65,596
+4%
减持
T
AT&T INC
-$2.5M
597,660
-6%
增持
—
LAM RESEARCH CORP
+$2.5M
4,289
+298%
增持
NOBL
PROSHARES TR
+$2.4M
165,254
+6%
增持
RY
ROYAL BK CDA
+$2.2M
247,253
+2%
增持
TROW
PRICE T ROWE GROUP INC
+$2.1M
223,825
+5%
增持
ABT
ABBOTT LABS
+$2.0M
85,842
+1%
增持
SOXX
ISHARES TR
+$1.8M
18,560
+0%
增持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$1.8M
27,600
+37%
增持
USB
US BANCORP DEL
-$1.8M
716,363
+1%
减持
LLY
LILLY ELI & CO
+$1.8M
41,473
-1%
减持
INTU
INTUIT
+$1.8M
17,900
-1%
增持
EL
LAUDER ESTEE COS INC
+$1.7M
20,674
+5%
减持
OSK
OSHKOSH CORP
-$1.7M
20,406
-48%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$1.7M
35,634
+1%
增持
MTUM
ISHARES TR
+$1.7M
98,347
+7%
增持
CSX
CSX CORP
+$1.7M
201,520
+2%
增持
—
EXXON MOBIL CORP
+$1.6M
378,722
+3%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$1.6M
274,578
+7%
增持
GOOGL
ALPHABET INC
+$1.4M
4,216
+4%
增持
LMT
LOCKHEED MARTIN CORP
+$1.3M
70,826
+2%
减持
UPS
UNITED PARCEL SERVICE INC
+$1.3M
44,937
-2%
减持
CMI
CUMMINS INC
-$1.3M
192,065
-0%
增持
MCO
MOODYS CORP
+$1.1M
21,333
+5%
增持
TSLA
TESLA INC
+$1.1M
1,731
+76%
增持
NVDA
NVIDIA CORPORATION
+$1.0M
7,582
+30%
增持
VUG
VANGUARD INDEX FDS
+$983.0K
17,371
+10%
减持
NKE
NIKE INC
+$977.0K
50,217
-1%
增持
ECL
ECOLAB INC
+$969.0K
30,878
+3%
减持
MCD
MCDONALDS CORP
+$836.0K
34,438
-1%
增持
RSG
REPUBLIC SVCS INC
+$743.0K
26,732
+8%
减持
VLO
VALERO ENERGY CORP
+$735.0K
295,111
-3%
增持
PEP
PEPSICO INC
+$712.0K
27,821
+2%
增持
LSTR
LANDSTAR SYS INC
+$709.0K
27,397
+3%
增持
ICSH
ISHARES TR
+$702.0K
434,336
+4%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$694.0K
9,262
+22%
减持
DIS
DISNEY WALT CO
-$684.0K
42,444
-1%
增持
JPM
JPMORGAN CHASE & CO
-$676.0K
305,115
+2%
增持
BLDR
BUILDERS FIRSTSOURCE INC
+$673.0K
14,979
+27%
增持
MU
MICRON TECHNOLOGY INC
+$631.0K
12,581
+65%
增持
AMZN
AMAZON COM INC
+$628.0K
3,620
+4%
增持
PG
PROCTER AND GAMBLE CO
+$597.0K
14,894
+13%
增持
MELI
MERCADOLIBRE INC
+$588.0K
792
+177%
增持
META
META PLATFORMS INC
+$552.0K
5,709
+42%
增持
MA
MASTERCARD INCORPORATED
+$516.0K
4,910
+37%
增持
SPY
SPDR S&P 500 ETF TR
+$486.0K
9,323
+1%
建仓
BSV
VANGUARD BD INDEX FDS
+$444.0K
5,488
增持
—
XILINX INC
+$443.0K
5,101
+21%
增持
LQD
ISHARES TR
+$433.0K
71,353
+5%
清仓
—
ISHARES TR
-$427.0K
0
-100%
减持
SPGI
S&P GLOBAL INC
-$422.0K
1,415
-45%
增持
—
LINDE PLC
+$415.0K
2,014
+109%
增持
NDAQ
NASDAQ INC
+$413.0K
4,955
+52%
增持
XLE
SELECT SECTOR SPDR TR
+$386.0K
72,739
+4%
增持
GOOG
ALPHABET INC
+$377.0K
879
+8%
增持
BAH
BOOZ ALLEN HAMILTON HLDG COR
+$369.0K
57,637
+1%
增持
NFLX
NETFLIX INC
+$356.0K
3,276
+24%
增持
QQQ
INVESCO QQQ TR
+$355.0K
3,442
+21%
建仓
SPYV
SPDR SER TR
+$349.0K
8,300
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$330.0K
2,221
+38%
增持
CVNA
CARVANA CO
+$326.0K
3,399
+122%
减持
CINF
CINCINNATI FINL CORP
-$321.0K
79,902
-3%
增持
TD
TORONTO DOMINION BK ONT
+$308.0K
13,774
+22%
建仓
RSPG
INVESCO EXCHANGE TRADED FD T
+$297.0K
6,210
减持
VZ
VERIZON COMMUNICATIONS INC
-$296.0K
35,335
-10%
增持
KO
COCA COLA CO
+$283.0K
27,063
+8%
增持
CRM
SALESFORCE COM INC
+$274.0K
4,366
+42%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$262.0K
45,829
-7%
建仓
LOW
LOWES COS INC
+$251.0K
970
增持
WMT
WALMART INC
+$250.0K
5,631
+39%
增持
AMD
ADVANCED MICRO DEVICES INC
+$249.0K
3,506
+41%
增持
HSY
HERSHEY CO
+$247.0K
2,500
+79%
增持
VOO
VANGUARD INDEX FDS
+$237.0K
1,543
+39%
增持
QLD
PROSHARES TR
+$236.0K
14,100
+1%
建仓
QLTA
ISHARES TR
+$236.0K
4,209
减持
V
VISA INC
-$235.0K
38,052
-0%
减持
RSPM
INVESCO EXCHANGE TRADED FD T
-$231.0K
29,000
-15%
建仓
HUM
HUMANA INC
+$231.0K
497
增持
ELV
ANTHEM INC
+$229.0K
2,452
+1%
增持
MS
MORGAN STANLEY
+$228.0K
45,216
+5%
增持
SE
SEA LTD
+$228.0K
3,563
+100%
增持
SPYG
SPDR SER TR
+$227.0K
17,403
+8%
清仓
SWKS
SKYWORKS SOLUTIONS INC
-$226.0K
0
-100%
清仓
GE
GENERAL ELECTRIC CO
-$223.0K
0
-100%
减持
GOVT
ISHARES TR
-$219.0K
70,085
-11%
减持
PYPL
PAYPAL HLDGS INC
-$216.0K
2,940
-1%
减持
XLC
SELECT SECTOR SPDR TR
-$209.0K
3,768
-40%
建仓
YUM
YUM BRANDS INC
+$204.0K
1,469
增持
DUK
DUKE ENERGY CORP NEW
+$204.0K
12,663
+10%
减持
EFX
EQUIFAX INC
+$203.0K
5,531
-1%
建仓
NSC
NORFOLK SOUTHN CORP
+$203.0K
682
增持
BAC
BK OF AMERICA CORP
+$202.0K
21,389
+21%
减持
LII
LENNOX INTL INC
+$202.0K
8,130
-2%
增持
AGG
ISHARES TR
+$201.0K
26,108
+8%
增持
PSA
PUBLIC STORAGE
+$201.0K
1,863
+11%
增持
CTAS
CINTAS CORP
+$198.0K
1,805
+14%
增持
IWF
ISHARES TR
+$196.0K
5,365
+2%
减持
INBK
FIRST INTERNET BANCORP
+$186.0K
12,431
-3%
增持
XLY
SELECT SECTOR SPDR TR
+$181.0K
5,832
+3%
增持
SO
SOUTHERN CO
+$180.0K
22,344
+2%
增持
CVS
CVS HEALTH CORP
+$173.0K
8,886
+1%
减持
BA
BOEING CO
-$167.0K
3,960
-10%
减持
MRSH
MARSH & MCLENNAN COS INC
+$167.0K
8,108
-1%
增持
WSO
WATSCO INC
+$160.0K
1,912
+16%
减持
AMGN
AMGEN INC
+$159.0K
17,501
-2%
增持
SQ
BLOCK INC
+$156.0K
5,511
+80%
减持
SHY
ISHARES TR
-$149.0K
6,341
-21%
减持
VYM
VANGUARD WHITEHALL FDS
-$137.0K
12,628
-16%
增持
IVV
ISHARES TR
+$136.0K
1,412
+13%
减持
WM
WASTE MGMT INC DEL
+$122.0K
10,358
-4%
减持
XLK
SELECT SECTOR SPDR TR
-$122.0K
13,718
-18%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$121.0K
49,929
-1%
增持
NVR
NVR INC
+$120.0K
103
+1%
增持
POOL
POOL CORP
+$118.0K
885
+0%
增持
PRU
PRUDENTIAL FINL INC
+$118.0K
8,956
+11%
减持
VRSK
VERISK ANALYTICS INC
+$117.0K
4,674
-2%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$114.0K
1,255
-1%
增持
—
IHS MARKIT LTD
+$110.0K
3,220
+18%
减持
ERIE
ERIE INDTY CO
+$110.0K
9,451
-1%
增持
AOS
SMITH A O CORP
+$109.0K
4,363
+0%
增持
AEP
AMERICAN ELEC PWR CO INC
+$103.0K
8,319
+6%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$99.0K
7,986
-5%
