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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 6
增持 45
减持 70
清仓 29
方向
标的
Δ市值
现股数(环比)
减持
CSCO
CISCO SYS INC
-$50.1M
133,278
-87%
减持
AAPL
APPLE INC
-$28.6M
698,174
-2%
增持
PG
PROCTER AND GAMBLE CO
+$24.8M
305,924
+144%
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
ABBV
ABBVIE INC
-$20.2M
457,250
-18%
减持
AVGO
BROADCOM INC
-$19.6M
124,617
-2%
增持
MSFT
MICROSOFT CORP
-$16.9M
334,353
+0%
增持
ALL
ALLSTATE CORP
+$15.8M
371,389
+64%
增持
SO
SOUTHERN CO
+$13.9M
216,720
+939%
减持
BAB
INVESCO EXCH TRADED FD TR II
-$11.0M
1,036,525
-23%
增持
—
BLACKROCK INC
-$10.9M
74,520
+1%
增持
PAYX
PAYCHEX INC
-$9.8M
506,756
+2%
增持
UNP
UNION PAC CORP
-$9.4M
199,546
+5%
增持
—
ACCENTURE PLC IRELAND
-$9.2M
222,519
+6%
增持
TROW
PRICE T ROWE GROUP INC
-$8.4M
229,398
+1%
增持
COST
COSTCO WHSL CORP NEW
-$7.8M
125,438
+6%
增持
JPM
JPMORGAN CHASE & CO
-$6.6M
313,386
+2%
增持
TXN
TEXAS INSTRS INC
-$6.6M
248,923
+2%
增持
AFL
AFLAC INC
-$5.9M
928,934
+4%
增持
AMZN
AMAZON COM INC
-$4.9M
72,926
+1777%
增持
NOC
NORTHROP GRUMMAN CORP
+$4.5M
85,673
+5%
增持
—
MEDTRONIC PLC
-$4.3M
465,157
+12%
减持
MTUM
ISHARES TR
-$4.2M
92,815
-8%
减持
SOXX
ISHARES TR
-$3.8M
14,449
-23%
减持
NEAR
ISHARES U S ETF TR
-$3.8M
855,859
-8%
增持
VLO
VALERO ENERGY CORP
+$3.7M
382,612
+5%
减持
RY
ROYAL BK CDA
-$3.7M
244,161
-1%
增持
HD
HOME DEPOT INC
-$3.6M
188,647
+2%
减持
CSX
CSX CORP
-$3.5M
142,631
-30%
建仓
SGOV
ISHARES TR
+$3.0M
29,611
减持
UPS
UNITED PARCEL SERVICE INC
-$2.8M
32,613
-20%
减持
SBUX
STARBUCKS CORP
-$2.6M
32,557
-42%
增持
NEE
NEXTERA ENERGY INC
-$2.5M
833,403
+5%
增持
—
EXXON MOBIL CORP
+$2.5M
404,888
+4%
减持
GOOGL
ALPHABET INC
-$2.5M
3,765
-2%
减持
NOBL
PROSHARES TR
-$2.4M
159,813
-5%
减持
MCO
MOODYS CORP
-$2.3M
15,295
-20%
增持
CVX
CHEVRON CORP NEW
-$2.3M
195,479
+4%
减持
DIS
DISNEY WALT CO
-$2.2M
43,822
-5%
减持
RSPM
INVESCO EXCHANGE TRADED FD T
-$2.0M
22,736
-24%
清仓
IDXX
IDEXX LABS INC
-$1.8M
0
-100%
清仓
TFC
TRUIST FINL CORP
-$1.8M
0
-100%
减持
INTU
INTUIT
-$1.8M
14,399
-6%
减持
MRK
MERCK & CO INC
+$1.7M
608,613
-7%
减持
NKE
NIKE INC
-$1.7M
48,926
-2%
增持
WM
WASTE MGMT INC DEL
+$1.7M
21,792
+110%
减持
LLY
LILLY ELI & CO
+$1.6M
41,984
-0%
增持
PFE
PFIZER INC
+$1.5M
951,179
+2%
减持
CINF
CINCINNATI FINL CORP
-$1.5M
66,108
-4%
增持
JNJ
JOHNSON & JOHNSON
+$1.4M
330,918
+2%
减持
V
VISA INC
-$1.4M
37,308
-5%
清仓
MELI
MERCADOLIBRE INC
-$1.3M
0
-100%
减持
MSCI
MSCI INC
-$1.2M
7,309
-14%
减持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
-$1.2M
26,002
-9%
增持
ICSH
ISHARES TR
+$1.1M
453,054
+6%
减持
VUG
VANGUARD INDEX FDS
-$1.1M
14,226
-5%
增持
CMI
CUMMINS INC
-$1.1M
195,798
+3%
减持
USB
US BANCORP DEL
-$1.1M
23,854
-43%
增持
NVDA
NVIDIA CORPORATION
-$1.1M
9,275
+0%
增持
T
AT&T INC
-$1.1M
678,940
+5%
减持
ABT
ABBOTT LABS
-$1.1M
82,011
-3%
减持
QCOM
QUALCOMM INC
-$1.0M
2,072
-75%
减持
LQD
ISHARES TR
-$981.0K
70,051
-3%
减持
TSLA
TESLA INC
-$959.0K
2,224
-2%
减持
—
LAM RESEARCH CORP
-$917.0K
5,007
-12%
建仓
PANW
PALO ALTO NETWORKS INC
+$902.0K
1,826
建仓
LNG
CHENIERE ENERGY INC
+$877.0K
6,595
减持
ECL
ECOLAB INC
-$863.0K
30,745
-3%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$862.0K
10,544
减持
LII
LENNOX INTL INC
-$812.0K
6,187
-24%
清仓
SPGI
S&P GLOBAL INC
-$808.0K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$802.0K
16,170
+58%
减持
EL
LAUDER ESTEE COS INC
-$776.0K
19,378
-8%
减持
OSK
OSHKOSH CORP
-$757.0K
8,051
-43%
减持
SPY
SPDR S&P 500 ETF TR
-$745.0K
9,549
-1%
增持
NFLX
NETFLIX INC
-$740.0K
5,933
+25%
减持
MMM
3M CO
-$736.0K
9,123
-29%
减持
MS
MORGAN STANLEY
-$718.0K
47,191
-4%
减持
CMCSA
COMCAST CORP NEW
-$637.0K
37,924
-16%
减持
MA
MASTERCARD INCORPORATED
-$632.0K
4,603
-21%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$613.0K
777
-61%
增持
LMT
LOCKHEED MARTIN CORP
-$586.0K
102,081
+1%
减持
META
META PLATFORMS INC
-$585.0K
8,339
-4%
减持
PFF
ISHARES TR
-$576.0K
65,730
-13%
减持
QQQ
INVESCO QQQ TR
-$567.0K
2,092
-34%
清仓
TGT
TARGET CORP
-$558.0K
0
-100%
减持
XLK
SELECT SECTOR SPDR TR
-$542.0K
12,473
-7%
减持
VRSK
VERISK ANALYTICS INC
-$536.0K
2,270
-48%
减持
CRM
SALESFORCE INC
-$522.0K
5,885
-16%
减持
INTC
INTEL CORP
-$513.0K
16,808
-27%
减持
CTAS
CINTAS CORP
-$497.0K
1,207
-46%
减持
BA
BOEING CO
-$494.0K
2,405
-44%
清仓
TFX
TELEFLEX INCORPORATED
-$491.0K
0
-100%
清仓
SPYV
SPDR SER TR
-$490.0K
0
-100%
增持
FLOT
ISHARES TR
+$489.0K
18,532
+115%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$473.0K
47,772
+6%
减持
MCD
MCDONALDS CORP
-$465.0K
25,061
-7%
清仓
RMD
RESMED INC
-$461.0K
0
-100%
减持
CAT
CATERPILLAR INC
-$461.0K
9,870
-1%
减持
VOO
VANGUARD INDEX FDS
-$443.0K
737
-56%
增持
QLD
PROSHARES TR
-$430.0K
14,103
+0%
清仓
BSV
VANGUARD BD INDEX FDS
-$428.0K
0
-100%
减持
DUK
DUKE ENERGY CORP NEW
-$418.0K
11,472
-22%
减持
BAC
BK OF AMERICA CORP
-$417.0K
17,407
-25%
清仓
MKTX
MARKETAXESS HLDGS INC
-$398.0K
0
-100%
增持
VTI
VANGUARD INDEX FDS
+$397.0K
7,304
+69%
清仓
—
CRANE CO
-$394.0K
0
-100%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$389.0K
9,790
+114%
清仓
NVR
NVR INC
-$389.0K
0
-100%
清仓
ROST
ROSS STORES INC
-$378.0K
0
-100%
减持
OKE
ONEOK INC NEW
-$372.0K
18,989
-6%
增持
CVNA
CARVANA CO
-$353.0K
29,627
+246%
减持
AMD
ADVANCED MICRO DEVICES INC
-$338.0K
5,596
-20%
清仓
MBB
ISHARES TR
-$331.0K
0
-100%
减持
XLY
SELECT SECTOR SPDR TR
-$327.0K
5,019
-9%
清仓
DPZ
DOMINOS PIZZA INC
-$326.0K
0
-100%
建仓
CXT
CRANE HLDGS CO
+$319.0K
3,642
减持
IWF
ISHARES TR
-$312.0K
5,131
-1%
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$305.0K
49,289
+5%
清仓
IYW
ISHARES TR
-$299.0K
0
-100%
增持
MU
MICRON TECHNOLOGY INC
-$285.0K
15,659
+6%
减持
CNO
CNO FINL GROUP INC
-$281.0K
20,018
-22%
清仓
AOS
SMITH A O CORP
-$279.0K
0
-100%
增持
APD
AIR PRODS & CHEMS INC
-$274.0K
203,808
+3%
增持
GILD
GILEAD SCIENCES INC
+$273.0K
9,966
+73%
清仓
ALGN
ALIGN TECHNOLOGY INC
-$261.0K
0
-100%
清仓
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
-$258.0K
0
-100%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$252.0K
378,458
+4%
清仓
SHOP
SHOPIFY INC
-$251.0K
0
-100%
减持
BLDR
BUILDERS FIRSTSOURCE INC
-$249.0K
15,891
-7%
减持
TD
TORONTO DOMINION BK ONT
-$236.0K
15,114
-2%
减持
VZ
VERIZON COMMUNICATIONS INC
-$235.0K
36,758
-11%
清仓
PSX
PHILLIPS 66
-$235.0K
0
-100%
清仓
IVLU
ISHARES TR
-$225.0K
0
-100%
清仓
ADI
ANALOG DEVICES INC
-$224.0K
0
-100%
减持
XYL
XYLEM INC
-$224.0K
9,939
-15%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$218.0K
9,766
+9%
清仓
QLTA
ISHARES TR
-$218.0K
0
-100%
清仓
COP
CONOCOPHILLIPS
-$218.0K
0
-100%
增持
XLE
SELECT SECTOR SPDR TR
-$216.0K
82,323
+3%
减持
IWM
ISHARES TR
-$214.0K
3,216
-13%
清仓
SHW
SHERWIN WILLIAMS CO
-$209.0K
0
-100%
清仓
TM
TOYOTA MOTOR CORP
-$208.0K
0
-100%
清仓
ISRG
INTUITIVE SURGICAL INC
-$208.0K
0
-100%
减持
NDAQ
NASDAQ INC
-$208.0K
2,259
-27%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$208.0K
50,243
+0%
清仓
ZBH
ZIMMER BIOMET HOLDINGS INC
-$203.0K
0
-100%
建仓
PAG
PENSKE AUTOMOTIVE GRP INC
+$203.0K
1,943
减持
CLX
CLOROX CO DEL
-$198.0K
1,548
-48%
减持
ENB
ENBRIDGE INC
-$195.0K
26,200
-7%
减持
PNC
PNC FINL SVCS GROUP INC
-$194.0K
4,254
-9%
