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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 19
增持 58
减持 63
清仓 10
方向
标的
Δ市值
现股数(环比)
减持
RY
ROYAL BK CDA
-$18.8M
45,981
-81%
增持
AAPL
APPLE INC
+$18.5M
600,437
+1%
增持
MSFT
MICROSOFT CORP
+$17.9M
337,836
+0%
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
VLO
VALERO ENERGY CORP
-$17.4M
269,803
-23%
减持
AVGO
BROADCOM INC
+$15.9M
92,620
-8%
增持
ICSH
ISHARES TR
+$15.3M
1,308,945
+30%
增持
JNJ
JOHNSON & JOHNSON
+$12.3M
318,804
+22%
增持
ABBV
ABBVIE INC
-$10.9M
477,977
+1%
增持
JPM
JPMORGAN CHASE & CO
+$7.5M
415,343
+2%
增持
—
MEDTRONIC PLC
+$6.0M
546,731
+4%
增持
—
ACCENTURE PLC IRELAND
+$5.9M
229,111
+1%
增持
COST
COSTCO WHSL CORP NEW
+$5.0M
104,257
+1%
减持
ALL
ALLSTATE CORP
-$4.6M
393,700
-8%
减持
LLY
LILLY ELI & CO
+$4.6M
40,474
-3%
减持
MRK
MERCK & CO INC
+$4.2M
473,144
-0%
增持
AFL
AFLAC INC
+$4.1M
642,080
+2%
减持
PFE
PFIZER INC
-$4.0M
57,144
-62%
增持
APD
AIR PRODS & CHEMS INC
+$3.9M
218,580
+2%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$3.6M
665,854
+18%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$3.5M
150,708
+86%
增持
HD
HOME DEPOT INC
+$3.3M
199,013
+0%
增持
SO
SOUTHERN CO
+$2.9M
591,130
+6%
增持
UPS
UNITED PARCEL SERVICE INC
-$2.7M
311,503
+3%
减持
NEAR
ISHARES U S ETF TR
-$2.7M
756,104
-7%
减持
BAB
INVESCO EXCH TRADED FD TR II
-$2.4M
326,855
-20%
增持
T
AT&T INC
-$2.2M
810,691
+3%
减持
SGOV
ISHARES TR
-$2.1M
21,075
-49%
减持
AMZN
AMAZON COM INC
+$1.7M
72,184
-3%
减持
AGG
ISHARES TR
-$1.7M
31,193
-34%
增持
NEE
NEXTERA ENERGY INC
-$1.6M
738,487
+1%
增持
CMI
CUMMINS INC
+$1.6M
204,938
+1%
增持
UNP
UNION PAC CORP
+$1.4M
206,773
+2%
增持
GLW
CORNING INC
+$1.4M
1,187,270
+4%
增持
TROW
PRICE T ROWE GROUP INC
+$1.3M
443,301
+3%
增持
—
BLACKROCK INC
+$1.3M
53,587
+0%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$1.2M
9,423
+7%
减持
EL
LAUDER ESTEE COS INC
-$1.1M
19,400
-2%
建仓
MELI
MERCADOLIBRE INC
+$1.0M
859
增持
CPRT
COPART INC
+$1.0M
43,628
+10%
增持
LMT
LOCKHEED MARTIN CORP
-$943.3K
107,980
+1%
减持
NKE
NIKE INC
-$887.2K
44,701
-6%
减持
PG
PROCTER AND GAMBLE CO
-$872.1K
17,628
-26%
清仓
PDD
PDD HOLDINGS INC
-$866.1K
0
-100%
减持
LQD
ISHARES TR
-$798.9K
65,083
-9%
减持
DUK
DUKE ENERGY CORP NEW
-$798.0K
14,527
-33%
减持
MSCI
MSCI INC
-$793.6K
7,754
-2%
减持
GOOGL
ALPHABET INC
+$734.5K
69,241
-5%
增持
MA
MASTERCARD INCORPORATED
+$672.5K
13,530
+6%
减持
SOXX
ISHARES TR
+$666.5K
12,465
-2%
增持
PAYX
PAYCHEX INC
-$616.9K
416,407
+1%
减持
CINF
CINCINNATI FINL CORP
-$614.1K
34,340
-3%
增持
VRSN
VERISIGN INC
+$596.5K
13,069
+17%
建仓
USMV
ISHARES TR
+$558.4K
7,513
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$549.3K
46,189
-4%
增持
CVX
CHEVRON CORP NEW
-$542.8K
251,228
+2%
清仓
PNC
PNC FINL SVCS GROUP INC
-$526.7K
0
-100%
减持
ORLY
OREILLY AUTOMOTIVE INC
+$510.6K
5,241
-1%
增持
VUG
VANGUARD INDEX FDS
+$508.1K
12,885
+2%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$484.9K
409,230
+1%
增持
MCD
MCDONALDS CORP
+$475.6K
23,298
+1%
减持
NVDA
NVIDIA CORPORATION
+$473.1K
5,115
-16%
减持
DIS
DISNEY WALT CO
-$460.1K
12,553
-20%
减持
MCO
MOODYS CORP
+$440.2K
14,975
-4%
增持
V
VISA INC
+$434.7K
32,748
+1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$417.0K
17,237
-3%
增持
INTU
INTUIT
+$416.1K
14,604
+4%
清仓
—
CRANE HLDGS CO
-$413.4K
0
-100%
清仓
CXT
CRANE HLDGS CO
-$413.4K
0
-100%
减持
AMGN
AMGEN INC
-$409.2K
16,003
-2%
增持
TXN
TEXAS INSTRS INC
-$406.2K
325,206
+3%
增持
NFLX
NETFLIX INC
+$403.1K
4,043
+1%
建仓
SRPT
SAREPTA THERAPEUTICS INC
+$400.8K
3,500
建仓
VOO
VANGUARD INDEX FDS
+$381.0K
935
减持
ECL
ECOLAB INC
+$370.6K
24,573
-4%
清仓
MMM
3M CO
-$369.1K
0
-100%
建仓
MCK
MCKESSON CORP
+$359.0K
840
减持
EMR
EMERSON ELEC CO
-$355.1K
3,757
-53%
增持
WM
WASTE MGMT INC DEL
+$354.8K
24,608
+3%
减持
NOBL
PROSHARES TR
-$328.7K
141,073
-6%
建仓
—
AON PLC
+$324.7K
941
建仓
SNPS
SYNOPSYS INC
+$312.2K
717
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$310.1K
38,126
-0%
增持
—
FERGUSON PLC NEW
+$308.6K
7,749
+14%
减持
META
META PLATFORMS INC
+$299.1K
6,578
-12%
减持
COR
AMERISOURCEBERGEN CORP
+$284.4K
11,550
-5%
减持
LII
LENNOX INTL INC
+$275.3K
5,613
-9%
建仓
ODFL
OLD DOMINION FREIGHT LINE IN
+$272.9K
738
建仓
COP
CONOCOPHILLIPS
+$265.0K
2,558
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$265.0K
5,476
+1%
减持
XLK
SELECT SECTOR SPDR TR
+$263.3K
12,054
-1%
增持
LNG
CHENIERE ENERGY INC
+$259.8K
8,219
+31%
建仓
DIA
SPDR DOW JONES INDL AVERAGE
+$257.3K
748
建仓
SPTM
SPDR SER TR
+$253.9K
4,664
减持
SPY
SPDR S&P 500 ETF TR
+$253.3K
8,606
-1%
建仓
CR
CRANE COMPANY
+$250.7K
2,813
减持
MTUM
ISHARES TR
-$242.1K
85,659
-5%
增持
ORCL
ORACLE CORP
+$239.0K
7,121
+9%
清仓
XLF
SELECT SECTOR SPDR TR
-$238.5K
0
-100%
建仓
AJG
GALLAGHER ARTHUR J & CO
+$238.1K
1,085
建仓
BDX
BECTON DICKINSON & CO
+$230.2K
872
建仓
SHOP
SHOPIFY INC
+$226.9K
3,513
清仓
—
LAM RESEARCH CORP
-$222.6K
0
-100%
减持
XLE
SELECT SECTOR SPDR TR
-$220.7K
69,075
-2%
建仓
ZBH
ZIMMER BIOMET HOLDINGS INC
+$219.6K
1,508
建仓
GE
GENERAL ELECTRIC CO
+$208.2K
1,895
清仓
KMI
KINDER MORGAN INC DEL
-$207.1K
0
-100%
清仓
ACAD
ACADIA PHARMACEUTICALS INC
-$207.0K
0
-100%
建仓
EXPD
EXPEDITORS INTL WASH INC
+$205.9K
1,700
清仓
QCOM
QUALCOMM INC
-$205.2K
0
-100%
减持
GOOG
ALPHABET INC
+$198.2K
16,419
-4%
减持
MS
MORGAN STANLEY
-$190.2K
56,260
-1%
增持
GDDY
GODADDY INC
+$184.7K
15,810
+22%
减持
NOW
SERVICENOW INC
+$184.1K
2,214
-3%
增持
WMT
WALMART INC
+$184.0K
7,676
+11%
增持
ET
ENERGY TRANSFER L P
+$175.3K
89,203
+16%
减持
SBUX
STARBUCKS CORP
-$171.1K
27,908
-1%
减持
GS
GOLDMAN SACHS GROUP INC
-$165.0K
4,255
-9%
增持
UNH
UNITEDHEALTH GROUP INC
+$162.1K
15,328
+1%
减持
NVO
NOVO-NORDISK A S
-$159.2K
18,512
-7%
减持
CAT
CATERPILLAR INC
+$158.9K
11,102
-1%
建仓
F
FORD MTR CO DEL
+$157.2K
10,390
减持
VZ
VERIZON COMMUNICATIONS INC
-$156.6K
22,664
-12%
增持
MRSH
MARSH & MCLENNAN COS INC
+$154.4K
5,807
+3%
减持
AMT
AMERICAN TOWER CORP NEW
-$151.2K
11,895
-1%
增持
—
EXXON MOBIL CORP
-$150.6K
442,507
+2%
增持
SCHG
SCHWAB STRATEGIC TR
+$144.2K
8,680
+12%
减持
TSLA
TESLA INC
+$140.4K
2,681
-1%
增持
VTI
VANGUARD INDEX FDS
+$135.2K
5,200
+5%
增持
HSY
HERSHEY CO
+$130.2K
4,842
+14%
减持
CSX
CSX CORP
+$130.0K
133,068
-10%
减持
RSG
REPUBLIC SVCS INC
+$129.9K
15,694
-7%
减持
GOVT
ISHARES TR
-$129.7K
61,942
-6%
增持
PRU
PRUDENTIAL FINL INC
+$129.7K
11,511
+8%
减持
SDY
SPDR SER TR
-$127.6K
11,115
-8%
减持
AYI
ACUITY BRANDS INC
-$123.7K
2,100
-18%
减持
DE
DEERE & CO
-$122.0K
835
-25%
增持
HON
HONEYWELL INTL INC
+$121.4K
4,776
+5%
增持
SYK
STRYKER CORPORATION
+$121.3K
3,168
+7%
减持
CSCO
CISCO SYS INC
-$121.1K
97,738
-1%
减持
IWF
ISHARES TR
+$117.7K
4,916
-3%
增持
WHR
WHIRLPOOL CORP
+$115.6K
5,626
+3%
减持
TRV
TRAVELERS COMPANIES INC
-$114.0K
1,819
-27%
减持
WSO
WATSCO INC
+$109.2K
2,564
-6%
增持
—
INTERPUBLIC GROUP COS INC
+$103.0K
26,545
+7%
增持
PGR
PROGRESSIVE CORP
+$96.0K
12,414
+15%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$92.7K
11,981
-0%
减持
RSPG
INVESCO EXCHANGE TRADED FD T
-$90.9K
5,697
-19%
增持
ROP
ROPER TECHNOLOGIES INC
+$85.4K
938
+13%
减持
QQQ
INVESCO QQQ TR
+$85.4K
1,865
-1%
减持
D
DOMINION ENERGY INC
-$83.3K
12,830
-4%
