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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 15
增持 62
减持 55
清仓 18
方向
标的
Δ市值
现股数(环比)
增持
UPS
UNITED PARCEL SERVICE INC
+$53.5M
301,855
+936%
减持
PG
PROCTER AND GAMBLE CO
-$42.2M
23,854
-92%
建仓
GLW
CORNING INC
+$40.2M
1,139,952
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
BMY
BRISTOL-MYERS SQUIBB CO
+$35.3M
562,348
+988%
增持
TROW
PRICE T ROWE GROUP INC
+$25.7M
428,449
+106%
减持
MRK
MERCK & CO INC
-$21.0M
473,231
-26%
减持
PFE
PFIZER INC
-$20.9M
148,876
-72%
减持
JNJ
JOHNSON & JOHNSON
-$19.9M
261,296
-24%
增持
TXN
TEXAS INSTRS INC
+$17.2M
316,918
+25%
减持
MSFT
MICROSOFT CORP
+$15.6M
337,010
-1%
减持
NEE
NEXTERA ENERGY INC
-$15.6M
732,299
-15%
增持
ICSH
ISHARES TR
+$14.4M
1,005,874
+39%
减持
PAYX
PAYCHEX INC
-$12.7M
411,906
-21%
增持
—
MEDTRONIC PLC
+$11.6M
523,589
+33%
增持
JPM
JPMORGAN CHASE & CO
+$9.9M
406,247
+27%
减持
COST
COSTCO WHSL CORP NEW
-$8.5M
102,981
-21%
减持
AVGO
BROADCOM INC
-$6.9M
100,371
-21%
减持
AAPL
APPLE INC
+$6.7M
593,796
-15%
增持
NOC
NORTHROP GRUMMAN CORP
-$6.3M
93,334
+3%
增持
ALL
ALLSTATE CORP
-$6.3M
429,319
+8%
增持
VLO
VALERO ENERGY CORP
+$5.7M
351,045
+3%
增持
AFL
AFLAC INC
-$4.3M
631,474
+1%
增持
SO
SOUTHERN CO
+$4.3M
555,249
+16%
减持
HD
HOME DEPOT INC
-$4.2M
198,335
-0%
减持
—
ACCENTURE PLC IRELAND
+$4.2M
226,845
-0%
增持
CVX
CHEVRON CORP NEW
-$3.3M
245,609
+2%
减持
XLF
SELECT SECTOR SPDR TR
-$3.3M
7,419
-93%
减持
—
BLACKROCK INC
-$3.3M
53,428
-3%
增持
NEAR
ISHARES U S ETF TR
+$3.2M
811,932
+8%
增持
MA
MASTERCARD INCORPORATED
+$3.2M
12,793
+197%
减持
LLY
LILLY ELI & CO
-$2.9M
41,781
-11%
增持
CPRT
COPART INC
+$2.7M
39,613
+895%
减持
XLV
SELECT SECTOR SPDR TR
-$2.5M
3,401
-84%
建仓
VRSN
VERISIGN INC
+$2.4M
11,152
减持
UNH
UNITEDHEALTH GROUP INC
-$2.3M
15,246
-15%
清仓
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
-$2.3M
0
-100%
减持
SGOV
ISHARES TR
-$2.2M
41,679
-34%
减持
CLX
CLOROX CO DEL
-$2.1M
5,190
-75%
减持
BAB
INVESCO EXCH TRADED FD TR II
-$2.0M
410,959
-19%
增持
AMZN
AMAZON COM INC
+$1.8M
74,233
+6%
增持
APD
AIR PRODS & CHEMS INC
-$1.8M
214,471
+4%
减持
DUK
DUKE ENERGY CORP NEW
-$1.7M
21,786
-41%
减持
DIS
DISNEY WALT CO
-$1.7M
15,788
-58%
增持
T
AT&T INC
+$1.6M
786,875
+7%
增持
UNP
UNION PAC CORP
+$1.5M
203,100
+7%
增持
META
META PLATFORMS INC
+$1.4M
7,496
+292%
减持
CSX
CSX CORP
-$1.3M
147,216
-21%
增持
SOXX
ISHARES TR
+$1.2M
12,721
+0%
清仓
—
LINDE PLC
-$1.2M
0
-100%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$1.1M
81,183
+38%
增持
NFLX
NETFLIX INC
+$1.1M
3,988
+284%
减持
GOOGL
ALPHABET INC
+$1.1M
72,820
-1%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$1.0M
48,067
-2%
清仓
BLDR
BUILDERS FIRSTSOURCE INC
-$1.0M
0
-100%
建仓
—
LINDE PLC
+$925.6K
2,604
建仓
—
FERGUSON PLC NEW
+$910.4K
6,807
减持
V
VISA INC
-$908.7K
32,566
-18%
清仓
PANW
PALO ALTO NETWORKS INC
-$857.2K
0
-100%
增持
MSCI
MSCI INC
+$776.3K
7,920
+1%
增持
LMT
LOCKHEED MARTIN CORP
-$725.4K
107,155
+1%
减持
RSG
REPUBLIC SVCS INC
-$719.8K
16,816
-28%
建仓
TBIL
RBB FD INC
+$704.9K
14,075
清仓
XLU
SELECT SECTOR SPDR TR
-$680.5K
0
-100%
增持
NOBL
PROSHARES TR
+$612.4K
149,376
+3%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$605.1K
38,197
-11%
增持
ABBV
ABBVIE INC
-$590.9K
472,666
+1%
增持
—
EXXON MOBIL CORP
+$588.4K
434,155
+2%
减持
INTU
INTUIT
+$587.0K
14,075
-4%
减持
XLI
SELECT SECTOR SPDR TR
-$586.6K
8,355
-43%
增持
MCO
MOODYS CORP
+$579.1K
15,577
+4%
增持
ABT
ABBOTT LABS
-$548.1K
64,877
+0%
清仓
—
PROSHARES TR
-$517.3K
0
-100%
清仓
NFG
NATIONAL FUEL GAS CO
-$512.7K
0
-100%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$507.1K
8,808
+3%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$474.5K
5,417
+13%
减持
NVDA
NVIDIA CORPORATION
+$443.7K
6,087
-29%
增持
MS
MORGAN STANLEY
+$443.1K
56,888
+6%
清仓
CTAS
CINTAS CORP
-$439.6K
0
-100%
减持
ECL
ECOLAB INC
+$432.1K
25,475
-2%
增持
NKE
NIKE INC
+$427.3K
47,462
+3%
增持
RY
ROYAL BK CDA SUSTAINABL
+$426.9K
242,238
+0%
增持
CMI
CUMMINS INC
-$414.9K
203,576
+1%
建仓
—
CRANE HLDGS CO
+$413.4K
3,642
减持
CRM
SALESFORCE INC
+$400.7K
6,364
-3%
减持
AMGN
AMGEN INC
-$394.9K
16,390
-1%
清仓
XLP
SELECT SECTOR SPDR TR
-$394.4K
0
-100%
增持
EL
LAUDER ESTEE COS INC
+$379.1K
19,890
+9%
清仓
—
ACTIVISION BLIZZARD INC
-$374.4K
0
-100%
减持
TSLA
TESLA INC
-$372.0K
2,706
-64%
清仓
—
AEROJET ROCKETDYNE HLDGS INC
-$369.7K
0
-100%
清仓
DIA
SPDR DOW JONES INDL AVERAGE
-$365.9K
0
-100%
增持
SBUX
STARBUCKS CORP
+$347.8K
28,193
+8%
清仓
CDNS
CADENCE DESIGN SYSTEM INC
-$326.0K
0
-100%
增持
ADI
ANALOG DEVICES INC
+$318.1K
2,742
+102%
增持
WHR
WHIRLPOOL CORP
+$317.2K
5,465
+91%
清仓
XLY
SELECT SECTOR SPDR TR
-$308.9K
0
-100%
清仓
AVY
AVERY DENNISON CORP
-$299.5K
0
-100%
减持
CINF
CINCINNATI FINL CORP
-$294.5K
35,297
-15%
增持
WSO
WATSCO INC
+$292.6K
2,730
+18%
增持
ORCL
ORACLE CORP
+$292.0K
6,555
+69%
增持
SYK
STRYKER CORPORATION
+$286.2K
2,961
+30%
清仓
VOO
VANGUARD INDEX FDS
-$278.6K
0
-100%
清仓
COP
CONOCOPHILLIPS
-$278.2K
0
-100%
增持
ITW
ILLINOIS TOOL WKS INC
+$273.2K
3,639
+31%
减持
VUG
VANGUARD INDEX FDS
+$267.7K
12,580
-7%
增持
SPY
SPDR S&P 500 ETF TR
+$248.9K
8,700
+0%
建仓
MDLZ
MONDELEZ INTL INC
+$235.0K
3,370
建仓
FDX
FEDEX CORP
+$234.0K
1,024
减持
TD
TORONTO DOMINION BK ONT
-$232.3K
13,353
-16%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$228.2K
2,328
建仓
—
CHUBB LIMITED
+$225.6K
1,162
增持
AGG
ISHARES TR
+$223.5K
47,463
+2%
减持
GOOG
ALPHABET INC
+$221.8K
17,192
-3%
建仓
ICE
INTERCONTINENTAL EXCHANGE IN
+$217.5K
2,085
清仓
ZBH
ZIMMER BIOMET HOLDINGS INC
-$215.0K
0
-100%
建仓
APH
AMPHENOL CORP NEW
+$214.5K
2,624
增持
WM
WASTE MGMT INC DEL
+$207.7K
23,979
+2%
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$207.5K
121
建仓
ACAD
ACADIA PHARMACEUTICALS INC
+$207.0K
11,000
建仓
QCOM
QUALCOMM INC
+$205.2K
1,608
减持
QLD
PROSHARES TR
+$201.5K
14,000
-0%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$197.8K
12,002
-3%
增持
AMT
AMERICAN TOWER CORP NEW
+$192.8K
12,030
+13%
减持
CSCO
CISCO SYS INC
+$192.1K
99,055
-5%
减持
PDD
PDD HOLDINGS INC
-$189.8K
11,411
-12%
减持
THFF
FIRST FINL CORP IND
-$184.3K
16,400
-5%
增持
IP
INTERNATIONAL PAPER CO
+$183.2K
16,945
+37%
增持
SCHG
SCHWAB STRATEGIC TR
+$181.8K
7,770
+33%
减持
CVS
CVS HEALTH CORP
-$173.9K
8,789
-1%
减持
NOW
SERVICENOW INC
+$171.3K
2,282
-0%
增持
IWF
ISHARES TR
+$168.0K
5,055
+1%
增持
MRSH
MARSH & MCLENNAN COS INC
+$164.8K
5,631
+21%
减持
CAT
CATERPILLAR INC
-$164.5K
11,242
-2%
增持
GILD
GILEAD SCIENCES INC
+$162.5K
10,883
+26%
增持
GABC
GERMAN AMERN BANCORP INC
-$162.3K
43,201
+0%
增持
BBY
BEST BUY INC
+$151.9K
7,821
+36%
增持
ENB
ENBRIDGE INC
+$148.6K
32,704
+16%
减持
PNC
PNC FINL SVCS GROUP INC
-$146.4K
4,144
-3%
增持
ROP
ROPER TECHNOLOGIES INC
+$146.2K
830
+63%
增持
LNG
CHENIERE ENERGY INC
+$142.0K
6,297
+11%
增持
QQQ
INVESCO QQQ TR
+$141.4K
1,881
+8%
减持
LQD
ISHARES TR
+$135.4K
71,498
-2%
增持
PRU
PRUDENTIAL FINL INC
-$135.0K
10,706
+4%
减持
WEC
WEC ENERGY GROUP INC
-$129.1K
14,478
-10%
增持
CMCSA
COMCAST CORP NEW
+$123.8K
22,880
+8%
减持
MMM
3M CO
-$120.0K
3,512
-14%
减持
EMR
EMERSON ELEC CO
-$119.8K
7,972
-6%
减持
BAC
BANK AMERICA CORP
-$111.6K
17,026
-6%
减持
PEP
PEPSICO INC
-$109.2K
21,405
-4%
减持
COR
AMERISOURCEBERGEN CORP
-$95.2K
12,105
-1%
