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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 15
增持 63
减持 61
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
MRK
MERCK & CO INC
+$17.6M
643,300
+3%
增持
APD
AIR PRODS & CHEMS INC
+$17.3M
205,517
+4%
增持
AVGO
BROADCOM INC
+$15.3M
127,526
+1%
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
ABBV
ABBVIE INC
+$13.8M
469,770
+2%
增持
LMT
LOCKHEED MARTIN CORP
+$11.5M
105,615
+2%
增持
AFL
AFLAC INC
+$10.7M
626,611
+2%
增持
—
EXXON MOBIL CORP
+$10.3M
426,301
+1%
增持
—
BLACKROCK INC
+$10.3M
55,058
+5%
增持
ICSH
ISHARES TR
+$10.0M
723,136
+38%
增持
JPM
JPMORGAN CHASE & CO
+$9.8M
320,625
+1%
增持
CVX
CHEVRON CORP NEW
+$9.2M
241,608
+2%
增持
CMI
CUMMINS INC
+$8.7M
202,423
+2%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$8.1M
393,170
+2%
增持
NOC
NORTHROP GRUMMAN CORP
+$8.0M
90,554
+3%
增持
HD
HOME DEPOT INC
+$8.0M
198,630
+0%
增持
VLO
VALERO ENERGY CORP
+$7.7M
341,284
+3%
减持
BAB
INVESCO EXCH TRADED FD TR II
-$6.3M
507,236
-33%
减持
—
MEDTRONIC PLC
-$6.2M
394,120
-14%
增持
NEE
NEXTERA ENERGY INC
+$5.7M
861,469
+2%
增持
AAPL
APPLE INC
-$5.7M
702,086
+0%
增持
JNJ
JOHNSON & JOHNSON
+$5.6M
341,937
+2%
减持
PG
PROCTER AND GAMBLE CO
+$5.6M
301,648
-5%
增持
ALL
ALLSTATE CORP
+$5.3M
397,090
+2%
增持
PFE
PFIZER INC
+$4.1M
525,707
+1%
增持
XLF
SELECT SECTOR SPDR TR
+$3.2M
102,594
+890%
增持
TXN
TEXAS INSTRS INC
+$2.9M
252,582
+1%
建仓
CLX
CLOROX CO DEL
+$2.9M
20,674
建仓
ADBE
ADOBE SYSTEMS INCORPORATED
+$2.9M
8,579
增持
LLY
LILLY ELI & CO
+$2.8M
47,095
+6%
减持
AMZN
AMAZON COM INC
-$2.8M
69,925
-9%
增持
—
ACCENTURE PLC IRELAND
+$2.7M
227,415
+1%
增持
DUK
DUKE ENERGY CORP NEW
+$2.7M
36,985
+207%
增持
MSFT
MICROSOFT CORP
+$2.6M
340,103
+0%
增持
PAYX
PAYCHEX INC
+$2.4M
518,122
+1%
增持
T
AT&T INC
+$2.4M
735,317
+1%
增持
XLV
SELECT SECTOR SPDR TR
+$2.3M
21,852
+275%
增持
CSX
CSX CORP
+$2.0M
185,820
+31%
增持
AGG
ISHARES TR
+$1.9M
46,455
+74%
减持
NKE
NIKE INC
+$1.5M
46,094
-2%
减持
—
LAM RESEARCH CORP
-$1.4M
520
-88%
清仓
—
ISHARES TR
-$1.4M
0
-100%
增持
COST
COSTCO WHSL CORP NEW
-$1.4M
130,725
+1%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$1.2M
5,246
+14%
减持
SO
SOUTHERN CO
-$1.1M
480,576
-8%
减持
V
VISA INC
+$1.1M
39,714
-1%
减持
MTUM
ISHARES TR
+$1.1M
86,542
-2%
增持
ABT
ABBOTT LABS
+$1.1M
64,829
+4%
减持
NOBL
PROSHARES TR
+$1.1M
144,645
-3%
建仓
PDD
PINDUODUO INC
+$1.1M
12,948
清仓
AMD
ADVANCED MICRO DEVICES INC
-$1.1M
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
+$987.8K
17,892
+6%
减持
TROW
PRICE T ROWE GROUP INC
-$961.5K
207,633
-8%
建仓
ET
ENERGY TRANSFER L P
+$880.5K
74,178
增持
CAT
CATERPILLAR INC
+$871.2K
11,426
+0%
增持
XLI
SELECT SECTOR SPDR TR
+$864.0K
14,581
+113%
减持
RY
ROYAL BK CDA SUSTAINABL
+$860.2K
241,716
-0%
减持
DIS
DISNEY WALT CO
-$811.8K
37,675
-13%
减持
XLE
SELECT SECTOR SPDR TR
+$797.0K
66,788
-5%
减持
NEAR
ISHARES U S ETF TR
-$781.2K
751,913
-2%
减持
ONB
OLD NATL BANCORP IND
-$780.0K
13,740
-78%
增持
TSLA
TESLA INC
-$756.6K
7,577
+19%
增持
NVO
NOVO-NORDISK A S
+$730.1K
19,825
+1%
减持
GOOGL
ALPHABET INC
-$720.0K
73,557
-2%
建仓
XLU
SELECT SECTOR SPDR TR
+$680.5K
9,652
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$672.5K
4,808
-27%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$635.8K
49,116
+0%
减持
CSCO
CISCO SYS INC
+$622.0K
104,661
-4%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$590.7K
17,380
-3%
减持
AMGN
AMGEN INC
+$551.0K
16,589
-2%
减持
EL
LAUDER ESTEE COS INC
+$528.0K
18,230
-1%
增持
MSCI
MSCI INC
+$521.4K
7,860
+6%
建仓
—
PROSHARES TR
+$517.3K
13,000
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$514.8K
42,725
-3%
减持
MCD
MCDONALDS CORP
+$490.6K
24,379
-5%
增持
MS
MORGAN STANLEY
+$466.7K
53,536
+4%
减持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
-$448.4K
21,613
-13%
减持
MCO
MOODYS CORP
+$440.8K
15,030
-2%
减持
XLY
SELECT SECTOR SPDR TR
-$417.1K
2,391
-53%
建仓
XLP
SELECT SECTOR SPDR TR
+$394.4K
5,290
增持
SBUX
STARBUCKS CORP
+$392.9K
26,088
+0%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$382.0K
4,854
-52%
清仓
VTEB
VANGUARD MUN BD FDS
-$378.0K
0
-100%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$373.7K
58,633
-11%
减持
RSG
REPUBLIC SVCS INC
-$354.3K
23,209
-6%
增持
XLK
SELECT SECTOR SPDR TR
+$344.4K
14,685
+18%
减持
COR
AMERISOURCEBERGEN CORP
+$335.4K
12,271
-2%
清仓
—
PROSHARES TR
-$307.0K
0
-100%
建仓
SUB
ISHARES TR
+$306.1K
2,936
减持
CINF
CINCINNATI FINL CORP
+$304.6K
41,514
-6%
减持
PEP
PEPSICO INC
+$293.3K
22,203
-3%
建仓
BA
BOEING CO
+$283.9K
1,491
清仓
USB
US BANCORP DEL
-$280.0K
0
-100%
减持
KO
COCA COLA CO
+$273.2K
51,709
-4%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$267.4K
10,181
+4%
清仓
MDY
SPDR S&P MIDCAP 400 ETF TR
-$266.0K
0
-100%
增持
EMR
EMERSON ELEC CO
+$263.5K
8,479
+13%
增持
HON
HONEYWELL INTL INC
+$259.8K
4,334
+8%
增持
GS
GOLDMAN SACHS GROUP INC
+$237.1K
4,698
+0%
清仓
QCOM
QUALCOMM INC
-$237.0K
0
-100%
增持
XEL
XCEL ENERGY INC
+$235.9K
6,388
+93%
建仓
PSX
PHILLIPS 66
+$234.6K
2,254
建仓
XYL
XYLEM INC
+$228.5K
2,067
建仓
PAG
PENSKE AUTOMOTIVE GRP INC
+$223.3K
1,943
建仓
ADI
ANALOG DEVICES INC
+$222.6K
1,357
建仓
ROP
ROPER TECHNOLOGIES INC
+$219.5K
508
建仓
AZO
AUTOZONE INC
+$217.0K
88
减持
AMT
AMERICAN TOWER CORP NEW
-$213.7K
10,693
-7%
减持
LNG
CHENIERE ENERGY INC
-$213.6K
5,671
-12%
减持
OKE
ONEOK INC NEW
+$210.2K
17,187
-4%
清仓
PSA
PUBLIC STORAGE
-$209.0K
0
-100%
清仓
TGT
TARGET CORP
-$208.0K
0
-100%
减持
SOXX
ISHARES TR
-$205.0K
12,690
-12%
减持
PFF
ISHARES TR
-$204.8K
61,161
-7%
增持
—
INTERPUBLIC GROUP COS INC
+$202.1K
24,832
+2%
减持
VOO
VANGUARD INDEX FDS
-$185.4K
793
-44%
减持
PANW
PALO ALTO NETWORKS INC
-$184.8K
6,143
-3%
减持
MA
MASTERCARD INCORPORATED
+$182.3K
4,303
-7%
减持
LQD
ISHARES TR
+$177.5K
73,048
-1%
增持
PRU
PRUDENTIAL FINL INC
+$176.7K
10,263
+4%
减持
ECL
ECOLAB INC
-$176.2K
26,002
-5%
增持
BBY
BEST BUY INC
+$158.2K
5,737
+20%
减持
SDY
SPDR SER TR
+$154.1K
11,447
-0%
减持
GOOG
ALPHABET INC
-$151.8K
17,652
-1%
减持
GOVT
ISHARES TR
-$150.8K
64,974
-9%
清仓
ARDX
ARDELYX INC
-$149.0K
0
-100%
减持
MEAR
ISHARES U S ETF TR
-$143.7K
13,824
-17%
减持
VYM
VANGUARD WHITEHALL FDS
+$134.7K
11,281
-1%
减持
VZ
VERIZON COMMUNICATIONS INC
-$131.0K
24,009
-15%
增持
INTU
INTUIT
+$129.2K
14,614
+2%
减持
D
DOMINION ENERGY INC
-$121.3K
10,955
-5%
清仓
F
FORD MTR CO DEL
-$120.0K
0
-100%
减持
VUG
VANGUARD INDEX FDS
-$116.8K
13,468
-4%
增持
WM
WASTE MGMT INC DEL
+$113.0K
23,617
+5%
减持
ITW
ILLINOIS TOOL WKS INC
+$109.6K
2,781
-0%
减持
—
LINDE PLC
+$109.3K
3,729
-9%
减持
UPS
UNITED PARCEL SERVICE INC
+$103.4K
29,138
-5%
增持
SYK
STRYKER CORPORATION
+$103.0K
2,286
+1%
增持
BAH
BOOZ ALLEN HAMILTON HLDG COR
+$102.5K
3,459
+23%
增持
RSPG
INVESCO EXCHANGE TRADED FD T
+$95.1K
7,032
+3%
减持
GILD
GILEAD SCIENCES INC
+$90.5K
8,625
-18%
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$89.0K
2,029
-20%
减持
DE
DEERE & CO
+$85.5K
1,165
-6%
增持
MMM
3M CO
+$85.2K
4,079
+12%
减持
WEC
WEC ENERGY GROUP INC
-$84.6K
16,014
-10%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$84.2K
3,064
-25%
增持
ENB
ENBRIDGE INC
+$84.0K
28,108
+3%
增持
ORCL
ORACLE CORP
+$82.1K
3,879
+1%
增持
KMB
KIMBERLY-CLARK CORP
+$78.0K
2,704
+5%
减持
BLDR
BUILDERS FIRSTSOURCE INC
+$76.1K
15,523
-2%
增持
MRSH
MARSH & MCLENNAN COS INC
+$76.1K
4,672
+0%
