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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 14
增持 63
减持 49
清仓 24
方向
标的
Δ市值
现股数(环比)
减持
PFE
PFIZER INC
-$27.1M
521,183
-45%
增持
SO
SOUTHERN CO
+$20.0M
521,307
+141%
减持
AFL
AFLAC INC
-$17.0M
612,060
-34%
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
—
BLACKROCK INC
-$16.6M
52,264
-30%
减持
BAB
INVESCO EXCH TRADED FD TR II
-$9.3M
755,963
-27%
增持
ABBV
ABBVIE INC
-$8.0M
462,483
+1%
增持
MSFT
MICROSOFT CORP
-$6.9M
338,930
+1%
增持
CVX
CHEVRON CORP NEW
+$5.8M
237,563
+22%
减持
VLO
VALERO ENERGY CORP
-$5.1M
332,881
-13%
减持
—
MEDTRONIC PLC
-$4.9M
456,345
-2%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
-$4.8M
385,384
+2%
增持
AVGO
BROADCOM INC
-$4.6M
126,024
+1%
减持
NEAR
ISHARES U S ETF TR
-$4.3M
767,926
-10%
增持
LMT
LOCKHEED MARTIN CORP
-$4.0M
103,242
+1%
增持
JNJ
JOHNSON & JOHNSON
-$4.0M
335,236
+1%
减持
CINF
CINCINNATI FINL CORP
-$3.9M
44,056
-33%
增持
PG
PROCTER AND GAMBLE CO
-$3.9M
317,864
+4%
增持
—
ACCENTURE PLC IRELAND
-$3.8M
225,237
+1%
增持
ICSH
ISHARES TR
+$3.5M
523,824
+16%
清仓
RSPM
INVESCO EXCHANGE TRADED FD T
-$3.5M
0
-100%
增持
SGOV
ISHARES TR
+$3.3M
62,733
+112%
增持
UNP
UNION PAC CORP
-$3.3M
201,737
+1%
增持
T
AT&T INC
-$3.1M
728,669
+7%
增持
HD
HOME DEPOT INC
+$3.0M
198,325
+5%
减持
APD
AIR PRODS & CHEMS INC
-$2.9M
198,045
-3%
减持
ABT
ABBOTT LABS
-$2.9M
62,444
-24%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$2.7M
6,546
+480%
增持
CMI
CUMMINS INC
+$2.5M
198,428
+1%
建仓
AMT
AMERICAN TOWER CORP NEW
+$2.5M
11,546
减持
TROW
PRICE T ROWE GROUP INC
-$2.5M
224,801
-2%
增持
JPM
JPMORGAN CHASE & CO
-$2.1M
317,882
+1%
增持
—
EXXON MOBIL CORP
+$2.0M
420,489
+4%
减持
RY
ROYAL BK CDA
-$1.8M
242,843
-1%
增持
NEE
NEXTERA ENERGY INC
+$1.7M
845,188
+1%
减持
NOBL
PROSHARES TR
-$1.7M
149,529
-6%
增持
MRK
MERCK & CO INC
-$1.7M
624,788
+3%
增持
AAPL
APPLE INC
+$1.5M
701,396
+0%
增持
ALL
ALLSTATE CORP
+$1.4M
389,581
+5%
减持
CSCO
CISCO SYS INC
-$1.3M
109,103
-18%
增持
KO
COCA COLA CO
+$1.1M
53,838
+79%
减持
MTUM
ISHARES TR
-$1.1M
88,048
-5%
减持
NKE
NIKE INC
-$1.1M
46,842
-4%
减持
META
META PLATFORMS INC
-$1.1M
1,946
-77%
增持
GOOGL
ALPHABET INC
-$995.0K
75,377
+1902%
减持
UPS
UNITED PARCEL SERVICE INC
-$991.0K
30,718
-6%
增持
PGR
PROGRESSIVE CORP
+$964.0K
13,357
+164%
增持
AMZN
AMAZON COM INC
+$957.0K
77,006
+6%
增持
COST
COSTCO WHSL CORP NEW
+$941.0K
129,294
+3%
减持
EL
LAUDER ESTEE COS INC
-$940.0K
18,506
-4%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$881.0K
44,190
-7%
清仓
MU
MICRON TECHNOLOGY INC
-$866.0K
0
-100%
减持
XLE
SELECT SECTOR SPDR TR
-$842.0K
70,056
-15%
减持
USB
US BANCORP DEL
-$818.0K
6,955
-71%
减持
CMCSA
COMCAST CORP NEW
-$797.0K
23,560
-38%
减持
VZ
VERIZON COMMUNICATIONS INC
-$788.0K
28,365
-23%
增持
LLY
LILLY ELI & CO
+$788.0K
44,534
+6%
减持
MMM
3M CO
-$777.0K
3,657
-60%
减持
NFLX
NETFLIX INC
-$777.0K
1,105
-81%
清仓
XYL
XYLEM INC
-$777.0K
0
-100%
减持
ECL
ECOLAB INC
-$766.0K
27,430
-11%
减持
ADP
AUTOMATIC DATA PROCESSING IN
+$743.0K
49,054
-0%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$690.0K
66,050
-17%
清仓
CVNA
CARVANA CO
-$669.0K
0
-100%
清仓
OSK
OSHKOSH CORP
-$661.0K
0
-100%
增持
AMD
ADVANCED MICRO DEVICES INC
+$622.0K
16,573
+196%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$610.0K
4,610
+11%
增持
TXN
TEXAS INSTRS INC
+$546.0K
250,634
+1%
建仓
GPC
GENUINE PARTS CO
+$525.0K
3,518
清仓
WELL
WELLTOWER INC
-$500.0K
0
-100%
增持
MS
MORGAN STANLEY
+$496.0K
51,702
+10%
增持
—
LINDE PLC
+$488.0K
4,108
+91%
减持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
-$487.0K
24,759
-5%
减持
—
LAM RESEARCH CORP
-$482.0K
4,513
-10%
增持
SOXX
ISHARES TR
-$430.0K
14,497
+0%
增持
MCO
MOODYS CORP
-$413.0K
15,414
+1%
增持
HSY
HERSHEY CO
+$406.0K
4,340
+70%
建仓
AYI
ACUITY BRANDS INC
+$402.0K
2,551
减持
PSA
PUBLIC STORAGE
-$400.0K
713
-63%
清仓
EW
EDWARDS LIFESCIENCES CORP
-$396.0K
0
-100%
减持
VTI
VANGUARD INDEX FDS
-$391.0K
5,499
-25%
减持
CSX
CSX CORP
-$372.0K
141,632
-1%
建仓
LHX
L3HARRIS TECHNOLOGIES INC
+$369.0K
1,775
建仓
WHR
WHIRLPOOL CORP
+$368.0K
2,732
增持
NOC
NORTHROP GRUMMAN CORP
+$368.0K
87,957
+3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$363.0K
17,894
+11%
清仓
SNPS
SYNOPSYS INC
-$353.0K
0
-100%
清仓
EA
ELECTRONIC ARTS INC
-$350.0K
0
-100%
减持
AMGN
AMGEN INC
-$331.0K
16,884
-1%
清仓
BA
BOEING CO
-$329.0K
0
-100%
清仓
FTNT
FORTINET INC
-$327.0K
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
-$326.0K
9,173
-4%
建仓
—
PROSHARES TR
+$307.0K
5,000
建仓
BBY
BEST BUY INC
+$302.0K
4,772
减持
SBUX
STARBUCKS CORP
-$292.0K
26,054
-20%
清仓
ADBE
ADOBE SYSTEMS INCORPORATED
-$284.0K
0
-100%
建仓
MO
ALTRIA GROUP INC
+$274.0K
6,791
减持
NVO
NOVO-NORDISK A S
-$259.0K
19,601
-1%
增持
WM
WASTE MGMT INC DEL
+$258.0K
22,419
+3%
清仓
SXT
SENSIENT TECHNOLOGIES CORP
-$256.0K
0
-100%
增持
MCD
MCDONALDS CORP
-$253.0K
25,719
+3%
增持
PAYX
PAYCHEX INC
-$253.0K
511,996
+1%
减持
PEP
PEPSICO INC
-$247.0K
22,776
-4%
清仓
MTD
METTLER TOLEDO INTERNATIONAL
-$247.0K
0
-100%
建仓
CL
COLGATE PALMOLIVE CO
+$245.0K
3,481
清仓
VRSN
VERISIGN INC
-$243.0K
0
-100%
清仓
ICE
INTERCONTINENTAL EXCHANGE IN
-$241.0K
0
-100%
增持
GOOG
ALPHABET INC
-$235.0K
17,863
+1900%
建仓
ORCL
ORACLE CORP
+$235.0K
3,849
增持
NVDA
NVIDIA CORPORATION
-$233.0K
9,666
+4%
清仓
FDX
FEDEX CORP
-$232.0K
0
-100%
建仓
COP
CONOCOPHILLIPS
+$226.0K
2,208
清仓
POOL
POOL CORP
-$224.0K
0
-100%
清仓
CLX
CLOROX CO DEL
-$218.0K
0
-100%
减持
WEC
WEC ENERGY GROUP INC
-$212.0K
17,740
-1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$212.0K
9,823
+1%
清仓
VB
VANGUARD INDEX FDS
-$209.0K
0
-100%
建仓
ZBH
ZIMMER BIOMET HOLDINGS INC
+$208.0K
1,986
增持
VOO
VANGUARD INDEX FDS
+$208.0K
1,414
+92%
建仓
TGT
TARGET CORP
+$208.0K
1,400
清仓
ROP
ROPER TECHNOLOGIES INC
-$203.0K
0
-100%
清仓
PAG
PENSKE AUTOMOTIVE GRP INC
-$203.0K
0
-100%
清仓
PYPL
PAYPAL HLDGS INC
-$201.0K
0
-100%
清仓
OGS
ONE GAS INC
-$201.0K
0
-100%
增持
TSLA
TESLA INC
+$192.0K
6,371
+186%
增持
V
VISA INC
-$189.0K
40,283
+8%
减持
MEAR
ISHARES U S ETF TR
-$188.0K
16,748
-18%
增持
INTC
INTEL CORP
-$187.0K
17,156
+2%
减持
LNG
CHENIERE ENERGY INC
+$187.0K
6,415
-3%
减持
VUG
VANGUARD INDEX FDS
-$184.0K
13,961
-2%
增持
LQD
ISHARES TR
-$184.0K
73,440
+5%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$182.0K
51,857
+3%
增持
WMT
WALMART INC
+$181.0K
7,969
+14%
增持
AGG
ISHARES TR
+$163.0K
26,727
+13%
建仓
ARDX
ARDELYX INC
+$149.0K
125,000
减持
VOE
VANGUARD INDEX FDS
-$141.0K
2,328
-29%
增持
PANW
PALO ALTO NETWORKS INC
+$140.0K
6,365
+249%
增持
MA
MASTERCARD INCORPORATED
-$138.0K
4,622
+0%
减持
IP
INTERNATIONAL PAPER CO
-$136.0K
11,857
-3%
减持
OKE
ONEOK INC NEW
-$135.0K
17,934
-6%
增持
MSCI
MSCI INC
+$123.0K
7,432
+2%
增持
NOW
SERVICENOW INC
-$116.0K
2,231
+11%
减持
PRU
PRUDENTIAL FINL INC
-$114.0K
9,839
-2%
增持
TRV
TRAVELERS COMPANIES INC
+$113.0K
3,487
+40%
增持
DUK
DUKE ENERGY CORP NEW
-$111.0K
12,029
+5%
减持
VYM
VANGUARD WHITEHALL FDS
-$105.0K
11,443
-2%
增持
HBAN
HUNTINGTON BANCSHARES INC
+$104.0K
47,179
+10%
增持
XLK
SELECT SECTOR SPDR TR
-$103.0K
12,484
+0%
增持
CAT
CATERPILLAR INC
+$102.0K
11,370
+15%
增持
LII
LENNOX INTL INC
+$100.0K
6,188
+0%
减持
SDY
SPDR SER TR
-$98.0K
11,458
-1%
