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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 11
增持 78
减持 54
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
MCD
MCDONALDS CORP
+$55.6M
194,179
+1322%
减持
CSCO
CISCO SYS INC
-$27.5M
88,078
-87%
增持
EXR
EXTRA SPACE STORAGE INC
+$23.0M
278,152
+59%
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
LMT
LOCKHEED MARTIN CORP
+$15.5M
125,271
+1%
增持
AAPL
APPLE INC
+$13.4M
555,463
+1%
增持
—
ACCENTURE PLC IRELAND
+$13.4M
247,565
+1%
减持
COST
COSTCO WHSL CORP NEW
-$12.9M
86,105
-18%
增持
ABBV
ABBVIE INC
+$12.8M
468,612
+1%
增持
HD
HOME DEPOT INC
+$12.4M
194,624
+1%
增持
ICSH
ISHARES TR
+$11.1M
2,201,671
+11%
减持
UPS
UNITED PARCEL SERVICE INC
-$10.8M
221,759
-26%
增持
NEE
NEXTERA ENERGY INC
+$9.9M
685,721
+1%
增持
UNH
UNITEDHEALTH GROUP INC
+$9.6M
106,885
+3%
增持
AVGO
BROADCOM INC
+$9.2M
686,007
+909%
增持
—
BLACKROCK INC
+$8.9M
51,254
+1%
减持
AFL
AFLAC INC
-$8.4M
436,063
-32%
增持
SOXX
ISHARES TR
+$8.2M
301,936
+21%
增持
NOC
NORTHROP GRUMMAN CORP
+$7.5M
77,762
+1%
增持
PAYX
PAYCHEX INC
+$7.1M
417,276
+1%
增持
RTX
RTX CORPORATION
+$7.1M
309,058
+2%
增持
CME
CME GROUP INC
+$6.8M
216,101
+4%
增持
JNJ
JOHNSON & JOHNSON
+$6.5M
343,944
+2%
减持
MRK
MERCK & CO INC
-$6.4M
474,933
-3%
增持
UNP
UNION PAC CORP
+$5.0M
212,249
+2%
增持
TXN
TEXAS INSTRS INC
+$4.7M
324,048
+1%
增持
XLC
SELECT SECTOR SPDR TR
+$4.6M
535,220
+5%
增持
MRSH
MARSH & MCLENNAN COS INC
+$4.1M
240,747
+2%
增持
JPM
JPMORGAN CHASE & CO.
+$3.6M
339,481
+1%
建仓
RLI
RLI CORP
+$3.5M
22,383
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$3.5M
150,716
-32%
减持
LLY
ELI LILLY & CO
-$3.4M
22,806
-12%
建仓
—
SHARKNINJA INC
+$3.2M
29,046
增持
MSFT
MICROSOFT CORP
-$3.1M
274,500
+1%
减持
ALL
ALLSTATE CORP
-$2.8M
312,837
-20%
建仓
NOW
SERVICENOW INC
+$2.8M
3,075
增持
NEAR
ISHARES U S ETF TR
+$2.6M
625,024
+7%
建仓
NU
NU HLDGS LTD
+$2.5M
182,097
减持
ELV
ELEVANCE HEALTH INC
-$2.3M
2,260
-65%
增持
—
EXXON MOBIL CORP
+$2.3M
612,132
+1%
清仓
HCA
HCA HEALTHCARE INC
-$2.2M
0
-100%
增持
TROW
PRICE T ROWE GROUP INC
-$2.2M
389,016
+1%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$1.9M
49,303
+0%
增持
CVX
CHEVRON CORP NEW
-$1.8M
250,093
+1%
增持
AGG
ISHARES TR
+$1.7M
44,892
+52%
增持
NVDA
NVIDIA CORPORATION
+$1.5M
54,729
+32%
减持
VLO
VALERO ENERGY CORP
-$1.5M
24,630
-20%
增持
IJH
ISHARES TR
+$1.5M
29,746
+337%
增持
MCO
MOODYS CORP
+$1.4M
22,319
+3%
增持
MA
MASTERCARD INCORPORATED
+$1.4M
19,431
+5%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.4M
21,962
+2%
减持
GOOGL
ALPHABET INC
-$1.4M
67,288
-2%
增持
LQD
ISHARES TR
+$1.3M
78,585
+11%
增持
PEP
PEPSICO INC
+$1.3M
185,043
+1%
减持
INTU
INTUIT
-$1.2M
10,610
-10%
增持
MSCI
MSCI INC
+$1.1M
9,461
+2%
增持
CTAS
CINTAS CORP
+$1.0M
23,929
+328%
增持
MSI
MOTOROLA SOLUTIONS INC
+$964.7K
11,605
+5%
增持
KNSL
KINSALE CAP GROUP INC
+$960.7K
10,588
+3%
减持
SCHM
SCHWAB STRATEGIC TR
-$952.4K
8,735
-59%
增持
IJR
ISHARES TR
+$938.2K
12,978
+139%
增持
V
VISA INC
+$914.5K
38,119
+5%
减持
NVO
NOVO-NORDISK A S
-$870.7K
30,961
-3%
增持
SGI
TEMPUR SEALY INTL INC
+$737.3K
52,544
+17%
增持
MEAR
ISHARES U S ETF TR
+$733.8K
39,990
+57%
增持
PGR
PROGRESSIVE CORP
+$730.2K
15,167
+1%
增持
MELI
MERCADOLIBRE INC
+$680.3K
1,394
+5%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$656.2K
6,548
+0%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$652.6K
45,359
-1%
增持
PDD
PDD HOLDINGS INC
+$596.1K
18,708
+29%
减持
ERIE
ERIE INDTY CO
+$584.5K
5,470
-16%
增持
META
META PLATFORMS INC
+$580.5K
5,758
+7%
增持
ECL
ECOLAB INC
+$580.0K
28,096
+1%
增持
SCHD
SCHWAB STRATEGIC TR
+$562.7K
82,804
+0%
增持
VOO
VANGUARD INDEX FDS
+$547.1K
3,395
+36%
减持
SCHA
SCHWAB STRATEGIC TR
-$520.5K
17,860
-41%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$501.3K
6,741
+2%
减持
CPRT
COPART INC
-$498.9K
89,206
-7%
增持
BAB
INVESCO EXCH TRADED FD TR II
+$461.4K
86,802
+19%
增持
MTD
METTLER TOLEDO INTERNATIONAL
+$419.9K
3,182
+2%
减持
CINF
CINCINNATI FINL CORP
+$411.3K
26,154
-2%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$397.4K
9,561
-4%
减持
CMI
CUMMINS INC
+$396.8K
13,082
-6%
减持
GOOG
ALPHABET INC
-$387.3K
11,529
-9%
减持
KO
COCA COLA CO
+$373.0K
48,216
-1%
增持
NFLX
NETFLIX INC
+$371.3K
4,274
+8%
增持
SCMB
SCHWAB STRATEGIC TR
+$363.5K
17,641
+61%
清仓
EL
LAUDER ESTEE COS INC
-$356.6K
0
-100%
增持
SCHB
SCHWAB STRATEGIC TR
+$333.4K
42,575
+7%
减持
LII
LENNOX INTL INC
+$330.9K
5,386
-1%
增持
D
DOMINION ENERGY INC
+$330.3K
16,515
+30%
增持
CDNS
CADENCE DESIGN SYSTEM INC
-$321.2K
13,886
+5%
增持
HMOP
HARTFORD FDS EXCHANGE TRADED
+$306.9K
17,336
+78%
减持
SBUX
STARBUCKS CORP
+$300.3K
21,542
-7%
建仓
—
AON PLC
+$263.1K
760
减持
CAT
CATERPILLAR INC
+$244.2K
4,669
-2%
清仓
QCOM
QUALCOMM INC
-$233.5K
0
-100%
建仓
—
TE CONNECTIVITY PLC
+$233.4K
1,546
建仓
TSLA
TESLA INC
+$233.4K
892
减持
NKE
NIKE INC
+$231.6K
24,634
-5%
清仓
—
TE CONNECTIVITY LTD
-$230.8K
0
-100%
增持
ADBE
ADOBE INC
-$227.3K
10,124
+3%
增持
SCHG
SCHWAB STRATEGIC TR
+$226.7K
57,148
+1%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$223.3K
36,742
-9%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$223.2K
16,973
+8%
清仓
USFR
WISDOMTREE TR
-$220.6K
0
-100%
增持
MUB
ISHARES TR
+$213.7K
8,505
+28%
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$210.9K
3,994
建仓
XLF
SELECT SECTOR SPDR TR
+$210.9K
4,653
清仓
PSX
PHILLIPS 66
-$210.8K
0
-100%
建仓
DIA
SPDR DOW JONES INDL AVERAGE
+$204.9K
484
建仓
F
FORD MTR CO
+$202.2K
19,148
清仓
XLY
SELECT SECTOR SPDR TR
-$201.0K
0
-100%
减持
DUK
DUKE ENERGY CORP NEW
+$194.8K
13,898
-1%
减持
MCK
MCKESSON CORP
-$192.8K
414
-39%
减持
OKE
ONEOK INC NEW
+$189.5K
22,866
-2%
减持
WMT
WALMART INC
+$188.8K
17,088
-3%
增持
HSY
HERSHEY CO
+$187.1K
19,352
+1%
减持
WM
WASTE MGMT INC DEL
-$186.8K
28,462
-0%
减持
GILD
GILEAD SCIENCES INC
+$173.1K
12,020
-1%
减持
AMGN
AMGEN INC
-$155.6K
9,496
-8%
增持
SDY
SPDR SER TR
+$154.8K
10,355
+0%
减持
BBY
BEST BUY INC
+$141.8K
9,290
-4%
减持
XLK
SELECT SECTOR SPDR TR
-$139.2K
11,431
-5%
减持
PNC
PNC FINL SVCS GROUP INC
+$134.5K
7,746
-7%
减持
SO
SOUTHERN CO
+$126.6K
21,268
-8%
减持
GS
GOLDMAN SACHS GROUP INC
+$124.8K
3,910
-2%
增持
CARR
CARRIER GLOBAL CORPORATION
+$122.7K
6,738
+1%
减持
ENB
ENBRIDGE INC
+$122.4K
28,894
-2%
减持
DIS
DISNEY WALT CO
-$119.4K
12,188
-6%
减持
VYM
VANGUARD WHITEHALL FDS
+$116.0K
30,508
-5%
减持
VYMI
VANGUARD WHITEHALL FDS
+$107.3K
22,094
-0%
减持
NOBL
PROSHARES TR
+$105.3K
34,254
-7%
增持
PFF
ISHARES TR
+$104.7K
60,404
+0%
增持
SHW
SHERWIN WILLIAMS CO
+$99.9K
1,053
+4%
增持
AMZN
AMAZON COM INC
+$99.6K
69,426
+5%
增持
GE
GE AEROSPACE
+$98.7K
1,861
+17%
增持
XLE
SELECT SECTOR SPDR TR
-$91.8K
64,508
+2%
减持
MTUM
ISHARES TR
-$91.5K
11,958
-7%
增持
AEP
AMERICAN ELEC PWR CO INC
+$87.1K
5,730
+0%
减持
MS
MORGAN STANLEY
+$85.1K
16,796
-2%
减持
SGOV
ISHARES TR
-$81.8K
7,970
-9%
减持
IP
INTERNATIONAL PAPER CO
+$80.9K
19,370
-3%
增持
AXP
AMERICAN EXPRESS CO
+$79.2K
1,921
+1%
减持
ORCL
ORACLE CORP
+$78.1K
3,044
-2%
减持
PFE
PFIZER INC
-$77.1K
35,284
-10%
减持
RY
ROYAL BK CDA
+$75.2K
10,521
-10%
减持
NDAQ
NASDAQ INC
+$73.0K
5,782
-0%
减持
APD
AIR PRODS & CHEMS INC
-$72.6K
15,193
-15%
增持
SCHV
SCHWAB STRATEGIC TR
+$65.7K
6,970
+4%
增持
SPYG
SPDR SER TR
+$63.5K
5,319
+13%
