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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 13
增持 50
减持 66
清仓 21
方向
标的
Δ市值
现股数(环比)
清仓
GLW
CORNING INC
-$36.0M
0
-100%
增持
LMT
LOCKHEED MARTIN CORP
+$19.1M
122,951
+37%
减持
AVGO
BROADCOM INC
+$18.4M
70,193
-3%
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
ICSH
ISHARES TR
+$17.4M
2,041,042
+20%
增持
ALL
ALLSTATE CORP
+$12.2M
418,810
+1%
减持
COST
COSTCO WHSL CORP NEW
+$9.6M
105,341
-1%
减持
—
ACCENTURE PLC IRELAND
+$9.0M
228,087
-1%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$8.5M
606,303
-11%
减持
LLY
ELI LILLY & CO
-$8.2M
22,979
-43%
减持
JPM
JPMORGAN CHASE & CO
+$8.1M
341,773
-1%
减持
UNP
UNION PAC CORP
+$7.9M
203,890
-2%
减持
—
BLACKROCK INC
+$7.6M
52,292
-3%
增持
UNH
UNITEDHEALTH GROUP INC
+$7.6M
103,909
+11%
减持
HD
HOME DEPOT INC
+$7.3M
195,967
-2%
减持
MSFT
MICROSOFT CORP
+$6.8M
303,456
-11%
增持
—
EXXON MOBIL CORP
+$6.5M
596,507
+32%
减持
CVX
CHEVRON CORP NEW
-$5.8M
251,637
-2%
减持
APD
AIR PRODS & CHEMS INC
-$4.8M
215,403
-4%
增持
CME
CME GROUP INC
+$4.5M
192,874
+7%
减持
VLO
VALERO ENERGY CORP
-$4.4M
253,520
-4%
减持
UPS
UNITED PARCEL SERVICE INC
-$4.3M
285,973
-9%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$4.3M
308,931
+38%
增持
SCHD
SCHWAB STRATEGIC TR
+$3.5M
104,455
+66%
减持
AFL
AFLAC INC
+$3.2M
644,392
-1%
减持
CSCO
CISCO SYS INC
-$2.9M
659,596
-2%
减持
—
MEDTRONIC PLC
-$2.8M
3,411
-91%
减持
RTX
RTX CORPORATION
+$2.7M
297,484
-4%
减持
TROW
PRICE T ROWE GROUP INC
-$2.7M
356,559
-9%
增持
ADBE
ADOBE INC
+$2.7M
12,849
+31%
增持
NOC
NORTHROP GRUMMAN CORP
+$2.2M
78,170
+0%
减持
TXN
TEXAS INSTRS INC
+$2.0M
321,545
-3%
减持
MRK
MERCK & CO INC
+$2.0M
471,081
-2%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$2.0M
50,205
+18%
增持
XLI
SELECT SECTOR SPDR TR
+$1.8M
21,630
+244%
建仓
XLF
SELECT SECTOR SPDR TR
+$1.7M
44,682
增持
SHW
SHERWIN WILLIAMS CO
+$1.6M
6,237
+329%
减持
BAB
INVESCO EXCH TRADED FD TR II
-$1.6M
166,628
-30%
建仓
SGI
TEMPUR SEALY INTL INC
+$1.5M
28,971
减持
CMI
CUMMINS INC
+$1.3M
202,382
-2%
清仓
—
FERGUSON PLC NEW
-$1.3M
0
-100%
清仓
ET
ENERGY TRANSFER L P
-$1.2M
0
-100%
减持
NEE
NEXTERA ENERGY INC
+$1.2M
671,482
-3%
清仓
GDDY
GODADDY INC
-$1.2M
0
-100%
增持
XLV
SELECT SECTOR SPDR TR
+$1.2M
11,328
+304%
增持
SOXX
ISHARES TR
+$1.2M
11,175
+1%
清仓
GABC
GERMAN AMERN BANCORP INC
-$1.2M
0
-100%
增持
MCO
MOODYS CORP
+$1.1M
15,161
+0%
减持
NOBL
PROSHARES TR
-$1.1M
50,179
-24%
增持
XLK
SELECT SECTOR SPDR TR
+$1.1M
15,680
+32%
增持
V
VISA INC
+$1.1M
32,877
+1%
增持
MA
MASTERCARD INCORPORATED
+$1.0M
15,422
+10%
减持
AMGN
AMGEN INC
-$1.0M
11,057
-30%
减持
AAPL
APPLE INC
+$1.0M
542,609
-10%
增持
LQD
ISHARES TR
+$1.0M
65,192
+7%
减持
MTUM
ISHARES TR
-$1.0M
19,456
-33%
减持
ABBV
ABBVIE INC
+$967.3K
471,200
-3%
减持
PEP
PEPSICO INC
-$955.6K
172,493
-3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$948.1K
19,741
+13%
建仓
XLB
SELECT SECTOR SPDR TR
+$898.7K
10,506
减持
VTI
VANGUARD INDEX FDS
-$889.6K
1,059
-80%
增持
AGG
ISHARES TR
+$865.4K
34,730
+27%
增持
WM
WASTE MGMT INC DEL
+$852.4K
26,236
+4%
增持
VUG
VANGUARD INDEX FDS
+$778.4K
14,450
+6%
建仓
XLP
SELECT SECTOR SPDR TR
+$763.0K
10,592
减持
ECL
ECOLAB INC
+$725.4K
25,078
-0%
减持
AMZN
AMAZON COM INC
+$722.8K
61,072
-9%
建仓
GVI
ISHARES TR
+$712.8K
6,804
减持
PAYX
PAYCHEX INC
+$703.2K
415,219
-2%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$689.1K
5,814
+9%
增持
MS
MORGAN STANLEY
+$643.7K
52,582
+1%
增持
SCHG
SCHWAB STRATEGIC TR
+$639.4K
41,202
+8%
减持
SGOV
ISHARES TR
-$634.8K
9,905
-39%
增持
CPRT
COPART INC
+$615.5K
89,803
+2%
增持
VYM
VANGUARD WHITEHALL FDS
+$614.7K
34,343
+10%
增持
MSCI
MSCI INC
+$600.6K
8,254
+4%
减持
INTU
INTUIT
-$594.1K
10,944
-25%
清仓
CLX
CLOROX CO DEL
-$578.8K
0
-100%
减持
RY
ROYAL BK CDA
-$566.8K
19,258
-33%
增持
VRSN
VERISIGN INC
+$549.8K
16,160
+18%
建仓
XLU
SELECT SECTOR SPDR TR
+$523.7K
8,269
增持
CRM
SALESFORCE INC
+$511.3K
6,545
+10%
减持
GOOG
ALPHABET INC
-$507.2K
12,080
-28%
减持
CSX
CSX CORP
+$504.9K
132,256
-0%
增持
SCHB
SCHWAB STRATEGIC TR
+$497.7K
33,310
+22%
增持
PGR
PROGRESSIVE CORP
+$495.9K
13,698
+13%
减持
TSLA
TESLA INC
-$472.7K
898
-68%
减持
NKE
NIKE INC
+$466.8K
43,226
-2%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$455.7K
15,760
+16%
清仓
INTC
INTEL CORP
-$455.3K
0
-100%
建仓
BALL
BALL CORP
+$447.7K
7,784
增持
MTD
METTLER TOLEDO INTERNATIONAL
+$415.9K
2,518
+6%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$409.7K
5,721
+10%
减持
NEAR
ISHARES U S ETF TR
+$404.6K
705,650
-0%
清仓
SPHQ
INVESCO EXCHANGE TRADED FD T
-$389.9K
0
-100%
增持
NOW
SERVICENOW INC
+$368.8K
2,250
+3%
减持
ABT
ABBOTT LABS
+$362.8K
54,354
-6%
建仓
DIA
SPDR DOW JONES INDL AVERAGE
+$349.4K
927
清仓
SPYV
SPDR SER TR
-$347.5K
0
-100%
减持
HSY
HERSHEY CO
-$345.5K
18,321
-3%
减持
LII
LENNOX INTL INC
+$343.1K
5,463
-3%
减持
PG
PROCTER AND GAMBLE CO
-$338.8K
13,246
-15%
增持
MELI
MERCADOLIBRE INC
+$331.1K
978
+3%
减持
T
AT&T INC
-$329.6K
19,028
-56%
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$327.8K
46,753
+0%
减持
JNJ
JOHNSON & JOHNSON
+$325.3K
328,847
-0%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$312.4K
4,557
+59%
增持
SCHM
SCHWAB STRATEGIC TR
+$307.4K
15,522
+22%
减持
WMT
WALMART INC
-$293.0K
5,980
-23%
减持
QQQ
INVESCO QQQ TR
-$283.0K
968
-49%
增持
VOO
VANGUARD INDEX FDS
+$276.6K
1,603
+49%
清仓
FDX
FEDEX CORP
-$275.7K
0
-100%
减持
GOOGL
ALPHABET INC
-$269.4K
63,446
-9%
清仓
AI
C3 AI INC
-$265.4K
0
-100%
增持
VYMI
VANGUARD WHITEHALL FDS
+$261.4K
20,916
+15%
减持
KO
COCA COLA CO
-$260.2K
47,361
-13%
清仓
AJG
GALLAGHER ARTHUR J & CO
-$246.0K
0
-100%
清仓
COP
CONOCOPHILLIPS
-$245.6K
0
-100%
减持
ERIE
ERIE INDTY CO
+$238.2K
6,535
-2%
建仓
XLY
SELECT SECTOR SPDR TR
+$236.5K
1,323
清仓
ODFL
OLD DOMINION FREIGHT LINE IN
-$235.4K
0
-100%
清仓
VCSH
VANGUARD SCOTTSDALE FDS
-$233.8K
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
-$232.8K
7,133
-16%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$229.4K
10,948
-2%
清仓
AZO
AUTOZONE INC
-$223.5K
0
-100%
增持
SCHA
SCHWAB STRATEGIC TR
+$222.6K
16,750
+22%
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$222.6K
0
-100%
建仓
—
TE CONNECTIVITY LTD
+$220.3K
1,568
清仓
DVY
ISHARES TR
-$219.2K
0
-100%
清仓
MDLZ
MONDELEZ INTL INC
-$213.4K
0
-100%
减持
PFE
PFIZER INC
-$212.1K
33,904
-5%
建仓
MUB
ISHARES TR
+$211.1K
1,947
建仓
—
ISHARES TR
+$209.1K
8,394
清仓
BDX
BECTON DICKINSON & CO
-$206.2K
0
-100%
建仓
XEL
XCEL ENERGY INC
+$204.1K
3,296
减持
GS
GOLDMAN SACHS GROUP INC
+$203.9K
4,079
-4%
增持
LNG
CHENIERE ENERGY INC
+$201.8K
8,493
+13%
减持
MCD
MCDONALDS CORP
-$193.7K
18,403
-14%
减持
PNC
PNC FINL SVCS GROUP INC
+$184.3K
7,413
-6%
减持
NFLX
NETFLIX INC
+$177.7K
3,396
-13%
减持
CAT
CATERPILLAR INC
+$176.1K
10,373
-2%
减持
IWF
ISHARES TR
+$173.4K
4,885
-1%
增持
DIS
DISNEY WALT CO
+$173.1K
12,991
+5%
增持
XLE
SELECT SECTOR SPDR TR
-$168.2K
71,783
+5%
增持
VTV
VANGUARD INDEX FDS
+$165.5K
2,597
+61%
减持
META
META PLATFORMS INC
-$158.7K
4,995
-22%
减持
NVO
NOVO-NORDISK A S
+$151.1K
32,614
-8%
清仓
ONB
OLD NATL BANCORP IND
-$147.6K
0
-100%
增持
CVS
CVS HEALTH CORP
+$145.1K
9,677
+9%
减持
NVDA
NVIDIA CORPORATION
+$141.1K
4,626
-6%
减持
SHY
ISHARES TR
-$135.8K
4,426
-28%
