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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 25
增持 66
减持 54
清仓 5
方向
标的
Δ市值
现股数(环比)
建仓
KRMN
KARMAN HLDGS INC
+$252.8M
3,501,433
减持
—
ACCENTURE PLC IRELAND
-$62.7M
52,708
-79%
建仓
C
CITIGROUP INC
+$59.0M
581,226
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。
建仓
—
EATON CORP PLC
+$57.0M
152,225
减持
CME
CME GROUP INC
-$56.8M
26,258
-89%
减持
ALL
ALLSTATE CORP
-$55.4M
40,200
-87%
增持
GS
GOLDMAN SACHS GROUP INC
+$54.4M
70,200
+3306%
减持
MRSH
MARSH & MCLENNAN COS INC
-$53.3M
10,294
-96%
增持
SO
SOUTHERN CO
+$51.6M
563,027
+2786%
减持
LMT
LOCKHEED MARTIN CORP
-$50.4M
18,169
-86%
减持
EXR
EXTRA SPACE STORAGE INC
-$42.7M
13,393
-96%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$42.4M
160,818
+1510%
增持
AAPL
APPLE INC
+$29.5M
568,554
+1%
增持
MRK
MERCK & CO INC
+$28.6M
786,883
+66%
减持
UPS
UNITED PARCEL SERVICE INC
-$27.5M
15,631
-95%
增持
ABBV
ABBVIE INC
+$23.0M
482,231
+1%
增持
XLC
SELECT SECTOR SPDR TR
+$22.5M
1,152,645
+10%
增持
RTX
RTX CORPORATION
+$14.2M
381,273
+12%
增持
FAST
FASTENAL CO
+$14.2M
1,480,205
+6%
减持
AVGO
BROADCOM INC
+$13.2M
507,659
-9%
增持
WSO
WATSCO INC
+$13.2M
124,789
+48%
增持
SOXX
ISHARES TR
+$11.1M
299,953
+2%
增持
MS
MORGAN STANLEY
+$9.7M
467,246
+2%
增持
VOO
VANGUARD INDEX FDS
+$9.3M
18,425
+437%
减持
PAYX
PAYCHEX INC
-$8.9M
423,197
-2%
增持
XLK
SELECT SECTOR SPDR TR
+$8.2M
41,719
+197%
减持
JPM
JPMORGAN CHASE & CO.
+$8.2M
343,510
-1%
增持
HD
HOME DEPOT INC
+$7.8M
196,998
+0%
增持
UNH
UNITEDHEALTH GROUP INC
+$7.5M
153,730
+5%
增持
TXN
TEXAS INSTRS INC
-$7.0M
337,569
+2%
增持
MSFT
MICROSOFT CORP
+$6.8M
277,263
+1%
增持
APP
APPLOVIN CORP
+$6.3M
14,084
+31%
减持
COST
COSTCO WHSL CORP NEW
-$6.2M
86,942
-1%
建仓
HDB
HDFC BANK LTD
+$6.1M
178,679
增持
AGG
ISHARES TR
+$5.7M
125,283
+82%
增持
GOOGL
ALPHABET INC
+$5.7M
74,032
+6%
减持
ICSH
ISHARES TR
-$4.9M
2,087,886
-5%
建仓
APH
AMPHENOL CORP NEW
+$4.8M
38,720
减持
WEC
WEC ENERGY GROUP INC
+$4.6M
447,504
-0%
减持
MSCI
MSCI INC
-$4.3M
2,199
-77%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$4.1M
16,488
-35%
清仓
RLI
RLI CORP
-$4.1M
0
-100%
清仓
BMI
BADGER METER INC
-$4.0M
0
-100%
清仓
ADBE
ADOBE INC
-$3.4M
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$3.3M
85,093
+7%
增持
TROW
PRICE T ROWE GROUP INC
+$3.3M
404,125
+2%
减持
CPRT
COPART INC
-$3.3M
15,975
-80%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$3.2M
28,967
+35%
增持
LQD
ISHARES TR
+$3.1M
110,510
+31%
增持
GE
GE AEROSPACE
+$2.9M
25,315
+38%
增持
MCD
MCDONALDS CORP
+$2.8M
214,641
+1%
减持
NEAR
ISHARES U S ETF TR
-$2.8M
449,080
-11%
清仓
MUSA
MURPHY USA INC
-$2.7M
0
-100%
减持
—
EXXON MOBIL CORP
+$2.6M
579,388
-0%
增持
PGR
PROGRESSIVE CORP
+$2.6M
29,587
+69%
增持
SGI
SOMNIGROUP INTERNATIONAL INC
+$2.5M
79,971
+29%
增持
UBER
UBER TECHNOLOGIES INC
+$2.5M
69,108
+51%
减持
WM
WASTE MGMT INC DEL
-$2.4M
248,908
-1%
增持
PEP
PEPSICO INC
+$2.2M
202,258
+2%
增持
META
META PLATFORMS INC
+$2.1M
9,771
+43%
增持
MELI
MERCADOLIBRE INC
+$2.0M
2,678
+65%
增持
BKNG
BOOKING HOLDINGS INC
+$2.0M
1,119
+60%
增持
SCHG
SCHWAB STRATEGIC TR
+$1.9M
589,459
+2%
增持
NFLX
NETFLIX INC
+$1.9M
5,739
+53%
减持
CVX
CHEVRON CORP NEW
+$1.8M
198,653
-2%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$1.7M
43,016
-8%
增持
MUB
ISHARES TR
+$1.7M
23,173
+225%
增持
IVV
ISHARES TR
+$1.7M
5,073
+83%
减持
INTU
INTUIT
-$1.7M
8,604
-10%
增持
BAB
INVESCO EXCH TRADED FD TR II
+$1.6M
102,967
+135%
增持
LLY
ELI LILLY & CO
+$1.6M
25,374
+11%
增持
MA
MASTERCARD INCORPORATED
+$1.6M
22,271
+13%
减持
KNSL
KINSALE CAP GROUP INC
-$1.4M
8,981
-17%
增持
V
VISA INC
+$1.4M
42,133
+15%
增持
AMZN
AMAZON COM INC
+$1.4M
79,032
+8%
减持
CTAS
CINTAS CORP
-$1.2M
21,977
-15%
减持
GWW
GRAINGER W W INC
-$1.1M
2,929
-21%
减持
MEAR
ISHARES U S ETF TR
-$1.1M
73,844
-22%
减持
JNJ
JOHNSON & JOHNSON
+$1.0M
36,446
-3%
增持
GOOG
ALPHABET INC
+$950.4K
11,314
+11%
减持
CMI
CUMMINS INC
+$943.4K
12,215
-5%
建仓
SPYM
SPDR SERIES TRUST
+$918.5K
11,724
建仓
IEFA
ISHARES TR
+$873.5K
10,004
建仓
DFAC
DIMENSIONAL ETF TRUST
+$799.3K
20,723
增持
SCMB
SCHWAB STRATEGIC TR
+$783.9K
71,792
+71%
增持
MCO
MOODYS CORP
+$778.6K
26,904
+12%
减持
ORLY
OREILLY AUTOMOTIVE INC
+$759.1K
84,582
-9%
增持
IJH
ISHARES TR
+$689.8K
107,361
+5%
建仓
GSLC
GOLDMAN SACHS ETF TR
+$675.4K
5,184
增持
VO
VANGUARD INDEX FDS
+$608.8K
3,249
+163%
增持
TSLA
TESLA INC
+$605.3K
3,225
+24%
减持
ECL
ECOLAB INC
-$605.2K
24,556
-10%
建仓
SPDW
SPDR INDEX SHS FDS
+$550.2K
12,858
减持
VLO
VALERO ENERGY CORP
+$532.4K
17,061
-3%
减持
NOC
NORTHROP GRUMMAN CORP
+$515.7K
6,603
-6%
减持
MSI
MOTOROLA SOLUTIONS INC
-$509.8K
10,484
-17%
清仓
FLTR
VANECK ETF TRUST
-$471.1K
0
-100%
增持
SCHB
SCHWAB STRATEGIC TR
+$469.1K
168,588
+4%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$464.4K
44,008
-0%
增持
SCHF
SCHWAB STRATEGIC TR
+$439.3K
84,046
+22%
减持
SBUX
STARBUCKS CORP
-$411.5K
13,347
-21%
建仓
VXUS
VANGUARD STAR FDS
+$398.5K
5,425
建仓
PYLD
PIMCO ETF TR
+$377.9K
14,081
增持
SPY
SPDR S&P 500 ETF TR
+$366.4K
5,741
+3%
建仓
EMB
ISHARES TR
+$359.0K
3,771
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$352.0K
1,439
-58%
增持
IJR
ISHARES TR
+$347.3K
34,732
+0%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$327.7K
8,552
-42%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$322.3K
387,873
-2%
减持
VUG
VANGUARD INDEX FDS
+$315.1K
13,423
-4%
增持
ENB
ENBRIDGE INC
+$311.2K
33,536
+10%
减持
AZO
AUTOZONE INC
+$305.4K
811
-5%
建仓
HYD
VANECK ETF TRUST
+$300.2K
5,898
建仓
PMBS
PIMCO ETF TR
+$285.5K
5,750
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$276.2K
1,514
建仓
BND
VANGUARD BD INDEX FDS
+$275.8K
3,708
减持
APD
AIR PRODS & CHEMS INC
-$275.4K
11,604
-5%
增持
DUK
DUKE ENERGY CORP NEW
+$265.4K
17,336
+9%
减持
PG
PROCTER AND GAMBLE CO
-$259.6K
7,645
-15%
增持
SCHM
SCHWAB STRATEGIC TR
+$253.8K
17,622
+84%
增持
ORCL
ORACLE CORP
+$247.8K
2,255
+28%
增持
PNC
PNC FINL SVCS GROUP INC
+$247.4K
7,855
+10%
建仓
IEMG
ISHARES INC
+$244.0K
3,702
建仓
MTZ
MASTEC INC
+$234.1K
1,100
减持
AFL
AFLAC INC
-$232.4K
59,123
-9%
减持
KO
COCA COLA CO
-$227.8K
35,577
-3%
建仓
WFC
WELLS FARGO CO NEW
+$225.9K
2,695
建仓
VCSH
VANGUARD SCOTTSDALE FDS
+$222.9K
2,789
减持
NVO
NOVO-NORDISK A S
-$222.6K
15,976
-1%
建仓
EMXC
ISHARES INC
+$222.0K
3,289
建仓
VTEB
VANGUARD MUN BD FDS
+$219.6K
4,386
减持
CAT
CATERPILLAR INC
+$212.6K
4,136
-9%
建仓
—
ASTRAZENECA PLC
+$209.9K
2,736
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$206.5K
12,230
-16%
增持
TD
TORONTO DOMINION BK ONT
+$206.4K
16,380
+9%
建仓
ITW
ILLINOIS TOOL WKS INC
+$202.1K
775
增持
—
INTERPUBLIC GROUP COS INC
+$198.7K
36,376
+9%
减持
VYM
VANGUARD WHITEHALL FDS
+$193.3K
29,887
-1%
减持
SCHD
SCHWAB STRATEGIC TR
+$179.5K
249,820
-0%
增持
D
DOMINION ENERGY INC
+$174.5K
20,411
+7%
增持
VZ
VERIZON COMMUNICATIONS INC
+$171.8K
39,306
+9%
增持
GILD
GILEAD SCIENCES INC
+$171.5K
14,704
+12%
增持
RSG
REPUBLIC SVCS INC
-$170.6K
9,972
+0%
减持
LII
LENNOX INTL INC
-$167.1K
2,944
-2%
增持
TJX
TJX COS INC NEW
+$157.9K
5,613
+6%
减持
XLE
SELECT SECTOR SPDR TR
-$150.1K
16,219
-14%
增持
BBY
BEST BUY INC
+$149.7K
11,126
+8%
减持
ELV
ELEVANCE HEALTH INC FORMERLY
-$149.6K
1,274
-12%
减持
CINF
CINCINNATI FINL CORP
+$148.7K
21,952
-2%
减持
ABT
ABBOTT LABS
-$147.9K
21,007
-4%
