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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 14
增持 67
减持 48
清仓 21
方向
标的
Δ市值
现股数(环比)
减持
SBUX
STARBUCKS CORP
-$47.8M
55,682
-88%
减持
USB
US BANCORP DEL
-$38.0M
41,861
-94%
增持
ALL
ALLSTATE CORP
+$30.7M
225,845
+4754%
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
PFE
PFIZER INC
-$26.6M
933,614
-26%
增持
HD
HOME DEPOT INC
-$20.7M
184,868
+1%
增持
LMT
LOCKHEED MARTIN CORP
+$19.3M
100,764
+42%
增持
PG
PROCTER AND GAMBLE CO
+$16.8M
125,594
+743%
增持
—
ACCENTURE PLC IRELAND
-$16.0M
210,342
+0%
减持
ABBV
ABBVIE INC
+$14.8M
556,872
-0%
增持
VLO
VALERO ENERGY CORP
+$14.8M
363,565
+23%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$12.5M
364,607
+33%
减持
—
BLACKROCK INC
-$11.8M
73,703
-1%
增持
NOC
NORTHROP GRUMMAN CORP
+$11.1M
81,674
+25%
增持
APD
AIR PRODS & CHEMS INC
-$10.1M
197,215
+1%
减持
MSFT
MICROSOFT CORP
-$10.1M
333,302
-1%
增持
TROW
PRICE T ROWE GROUP INC
-$9.6M
227,877
+2%
增持
CVX
CHEVRON CORP NEW
+$9.2M
187,777
+3%
增持
—
EXXON MOBIL CORP
+$9.0M
389,735
+3%
增持
CSCO
CISCO SYS INC
-$7.6M
1,000,133
+0%
增持
COST
COSTCO WHSL CORP NEW
+$6.4M
117,871
+9%
增持
JPM
JPMORGAN CHASE & CO
-$6.4M
307,568
+1%
增持
AFL
AFLAC INC
+$6.3M
889,484
+2%
增持
UNP
UNION PAC CORP
+$5.2M
190,201
+2%
增持
MRK
MERCK & CO INC
+$5.0M
655,134
+3%
清仓
LSTR
LANDSTAR SYS INC
-$4.9M
0
-100%
减持
BAH
BOOZ ALLEN HAMILTON HLDG COR
-$4.6M
3,189
-94%
减持
INTU
INTUIT
-$4.2M
15,250
-15%
增持
—
MEDTRONIC PLC
+$3.6M
414,911
+1%
增持
NEE
NEXTERA ENERGY INC
+$3.5M
792,147
+16%
增持
AVGO
BROADCOM INC
-$3.4M
127,224
+1%
减持
DPZ
DOMINOS PIZZA INC
-$3.1M
800
-87%
减持
CMI
CUMMINS INC
-$2.9M
190,268
-1%
减持
MCD
MCDONALDS CORP
-$2.6M
26,900
-22%
建仓
ORLY
OREILLY AUTOMOTIVE INC
+$2.5M
3,598
增持
JNJ
JOHNSON & JOHNSON
+$2.3M
323,611
+1%
减持
JPST
J P MORGAN EXCHANGE-TRADED F
-$2.2M
77,059
-36%
增持
UNH
UNITEDHEALTH GROUP INC
+$2.2M
17,077
+32%
减持
ABT
ABBOTT LABS
-$2.1M
84,371
-2%
增持
BAB
INVESCO EXCH TRADED FD TR II
-$2.1M
1,339,172
+6%
增持
XLE
SELECT SECTOR SPDR TR
+$2.1M
79,839
+10%
增持
NEAR
ISHARES U S ETF TR
+$2.0M
927,452
+5%
增持
EL
LAUDER ESTEE COS INC
-$1.9M
20,972
+1%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$1.9M
46,840
+31%
减持
MCO
MOODYS CORP
-$1.8M
19,213
-10%
建仓
TFC
TRUIST FINL CORP
+$1.8M
31,570
增持
ECL
ECOLAB INC
-$1.7M
31,659
+3%
减持
NKE
NIKE INC
-$1.6M
50,012
-0%
增持
AAPL
APPLE INC
-$1.6M
710,502
+0%
减持
MSCI
MSCI INC
-$1.6M
8,465
-11%
减持
GOOGL
ALPHABET INC
-$1.5M
3,842
-9%
减持
XYL
XYLEM INC
-$1.4M
11,736
-41%
减持
VUG
VANGUARD INDEX FDS
-$1.3M
14,979
-14%
增持
SOXX
ISHARES TR
-$1.2M
18,793
+1%
减持
CMCSA
COMCAST CORP NEW
-$1.1M
45,396
-30%
建仓
GDDY
GODADDY INC
+$1.1M
13,038
清仓
—
XILINX INC
-$1.1M
0
-100%
增持
RY
ROYAL BK CDA
+$1.1M
247,533
+0%
增持
IDXX
IDEXX LABS INC
+$1.0M
3,299
+171%
增持
MTUM
ISHARES TR
-$992.0K
100,370
+2%
建仓
NOW
SERVICENOW INC
+$976.0K
1,753
减持
UPS
UNITED PARCEL SERVICE INC
-$893.0K
40,751
-9%
清仓
SQ
BLOCK INC
-$890.0K
0
-100%
减持
OSK
OSHKOSH CORP
-$882.0K
14,086
-31%
增持
QCOM
QUALCOMM INC
+$849.0K
8,456
+249%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$844.0K
10,238
+11%
减持
SPYG
SPDR SER TR
-$805.0K
6,886
-60%
减持
MMM
3M CO
-$799.0K
12,875
-16%
增持
TXN
TEXAS INSTRS INC
-$799.0K
244,390
+1%
清仓
SE
SEA LTD
-$797.0K
0
-100%
增持
LQD
ISHARES TR
-$767.0K
71,849
+1%
增持
ONB
OLD NATL BANCORP IND
+$738.0K
62,503
+295%
减持
PEP
PEPSICO INC
-$703.0K
24,673
-11%
增持
T
AT&T INC
+$632.0K
648,907
+9%
减持
MRSH
MARSH & MCLENNAN COS INC
-$630.0K
4,571
-44%
增持
TSLA
TESLA INC
+$628.0K
2,280
+32%
清仓
BR
BROADRIDGE FINL SOLUTIONS IN
-$614.0K
0
-100%
增持
AMZN
AMAZON COM INC
+$597.0K
3,886
+7%
增持
LLY
LILLY ELI & CO
+$585.0K
42,047
+1%
减持
AGG
ISHARES TR
-$570.0K
22,481
-14%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$548.0K
50,124
+0%
减持
LII
LENNOX INTL INC
-$547.0K
8,105
-0%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$544.0K
45,184
-1%
减持
CLX
CLOROX CO DEL
-$544.0K
2,991
-46%
清仓
QUAL
ISHARES TR
-$528.0K
0
-100%
清仓
CMS
CMS ENERGY CORP
-$500.0K
0
-100%
减持
EFX
EQUIFAX INC
-$491.0K
4,756
-14%
增持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
-$490.0K
28,715
+4%
清仓
DG
DOLLAR GEN CORP NEW
-$490.0K
0
-100%
减持
NDAQ
NASDAQ INC
-$488.0K
3,104
-37%
增持
ENB
ENBRIDGE INC
+$481.0K
28,251
+34%
增持
V
VISA INC
+$480.0K
39,345
+3%
清仓
CHD
CHURCH & DWIGHT CO INC
-$471.0K
0
-100%
减持
AVY
AVERY DENNISON CORP
-$463.0K
2,334
-42%
清仓
JKHY
HENRY JACK & ASSOC INC
-$446.0K
0
-100%
清仓
BDX
BECTON DICKINSON & CO
-$444.0K
0
-100%
建仓
NFG
NATIONAL FUEL GAS CO
+$440.0K
6,400
清仓
—
IHS MARKIT LTD
-$428.0K
0
-100%
建仓
AXP
AMERICAN EXPRESS CO
+$397.0K
2,122
增持
CRM
SALESFORCE COM INC
+$383.0K
7,030
+61%
建仓
FTNT
FORTINET INC
+$376.0K
1,101
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$362.0K
1,969
-11%
清仓
SPHQ
INVESCO EXCHANGE TRADED FD T
-$362.0K
0
-100%
减持
ICSH
ISHARES TR
-$355.0K
429,338
-1%
增持
COR
AMERISOURCEBERGEN CORP
+$340.0K
12,550
+4%
增持
D
DOMINION ENERGY INC
+$339.0K
10,723
+47%
减持
GS
GOLDMAN SACHS GROUP INC
-$322.0K
4,692
-4%
增持
MA
MASTERCARD INCORPORATED
+$320.0K
5,830
+19%
增持
DUK
DUKE ENERGY CORP NEW
+$320.0K
14,760
+17%
减持
RSG
REPUBLIC SVCS INC
-$320.0K
25,720
-4%
增持
RSPM
INVESCO EXCHANGE TRADED FD T
+$311.0K
29,954
+3%
增持
CAT
CATERPILLAR INC
+$301.0K
9,985
+7%
减持
PFF
ISHARES TR
-$297.0K
75,164
-2%
增持
NVDA
NVIDIA CORPORATION
+$293.0K
9,247
+22%
清仓
XLC
SELECT SECTOR SPDR TR
-$293.0K
0
-100%
清仓
IJT
ISHARES TR
-$282.0K
0
-100%
增持
SDY
SPDR SER TR
+$273.0K
11,584
+24%
增持
VZ
VERIZON COMMUNICATIONS INC
+$264.0K
41,225
+17%
建仓
—
AEROJET ROCKETDYNE HLDGS INC
+$262.0K
6,663
增持
AMD
ADVANCED MICRO DEVICES INC
+$261.0K
7,010
+100%
建仓
ALGN
ALIGN TECHNOLOGY INC
+$261.0K
599
减持
CINF
CINCINNATI FINL CORP
+$260.0K
68,866
-14%
建仓
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
+$258.0K
623
减持
EW
EDWARDS LIFESCIENCES CORP
-$257.0K
4,796
-24%
减持
XLK
SELECT SECTOR SPDR TR
-$257.0K
13,389
-2%
减持
ISRG
INTUITIVE SURGICAL INC
-$256.0K
689
-47%
清仓
LOW
LOWES COS INC
-$251.0K
0
-100%
减持
CARR
CARRIER GLOBAL CORPORATION
-$248.0K
11,522
-20%
减持
NVO
NOVO-NORDISK A S
-$239.0K
19,872
-9%
建仓
PSX
PHILLIPS 66
+$235.0K
2,725
增持
CVNA
CARVANA CO
+$234.0K
8,569
+152%
增持
SHOP
SHOPIFY INC
-$233.0K
371
+6%
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$229.0K
0
-100%
增持
DIS
DISNEY WALT CO
-$224.0K
46,294
+9%
增持
NOBL
PROSHARES TR
-$224.0K
168,596
+2%
减持
NVR
NVR INC
-$221.0K
87
-16%
清仓
AWK
AMERICAN WTR WKS CO INC NEW
-$220.0K
0
-100%
建仓
OGS
ONE GAS INC
+$218.0K
2,476
建仓
COP
CONOCOPHILLIPS
+$218.0K
2,176
增持
WMT
WALMART INC
+$217.0K
6,932
+23%
减持
QQQ
INVESCO QQQ TR
-$216.0K
3,181
-8%
清仓
PAG
PENSKE AUTOMOTIVE GRP INC
-$215.0K
0
-100%
减持
DHR
DANAHER CORPORATION
-$208.0K
1,210
-29%
减持
IWF
ISHARES TR
-$205.0K
5,164
-4%
清仓
YUM
YUM BRANDS INC
-$204.0K
0
-100%
清仓
NSC
NORFOLK SOUTHN CORP
-$203.0K
0
-100%
增持
MELI
MERCADOLIBRE INC
+$202.0K
1,068
+35%
增持
—
ACTIVISION BLIZZARD INC
+$202.0K
6,864
+31%
增持
PAYX
PAYCHEX INC
+$201.0K
494,922
+0%
建仓
F
FORD MTR CO DEL
+$199.0K
11,787
增持
NFLX
NETFLIX INC
-$197.0K
4,744
+45%
