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Curbstone Financial Management Corp 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Curbstone Financial Management Corp
报告期 2026-03-31 · CIK 0001608057
持仓数
202
前50大市值合计
$375.0M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 125 项
建仓 3
增持 29
减持 89
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
AAPL
Apple Computer (AAPL)
-$1.9M
71,280
-3%
建仓
HACK
ETFMG Prime Cyber Security ETF
+$1.8M
27,350
清仓
—
ETFMG Prime Cyber Security ETF
-$1.7M
0
-100%
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
IVV
iShares Trust S&P 500 Index (I
+$1.6M
4,412
+177%
减持
MDY
SPDR S&P Midcap 400 (MDY)
+$1.4M
30,472
-0%
增持
VOO
Vanguard S&P 500 ETF (VOO)
+$1.4M
29,840
+1%
增持
SCHD
Schwab US Dividend Equity (SCH
+$1.3M
119,522
+9%
减持
LLY
Lilly Eli & Company (LLY)
+$1.2M
6,890
-3%
增持
SCHM
Schwab US Mid Cap ETF (SCHM)
+$1.2M
183,677
+0%
减持
SCHG
Schwab Large Cap Growth ETF (S
+$1.1M
142,361
-2%
减持
AMZN
Amazon Com Inc (AMZN)
+$865.0K
39,338
-4%
增持
SCHX
Schwab Large Cap US ETF (SCHX)
+$738.4K
88,600
+5%
减持
MSFT
Microsoft Corp. (MSFT)
+$737.7K
22,824
-3%
减持
SCHF
Schwab International Equity ET
+$636.9K
387,229
-1%
减持
JPM
J P Morgan Chase & Co (JPM)
+$612.5K
23,380
-2%
增持
RSP
Invesco S&P 500 Equal Weighted
+$598.1K
39,557
+2%
减持
IGSB
iShares 1-5 yr Inv Grade Corp
-$596.8K
108,660
-10%
减持
—
Exxon Mobil (XOM)
+$587.7K
42,290
-2%
增持
FLRN
SPDR Inv't Grade Floating Rate
+$560.4K
601,712
+2%
减持
—
Merck & Co Inc. (MRK)
+$501.2K
24,472
-2%
减持
MCI
Barings Corporate Investors (M
-$494.7K
365,486
-1%
减持
VCSH
Vanguard ST Corp Bond ETF (VCS
-$476.8K
235,004
-2%
减持
INTC
Intel Corp. (INTC)
-$466.9K
70,587
-1%
减持
KKR
Kohlberg Kravis & Co (KKR)
+$452.6K
39,548
-7%
清仓
CNXC
Concentrix Corp (CNXC)
-$451.8K
0
-100%
建仓
NVO
Novo-Nordisk (NVO)
+$446.8K
3,480
建仓
CINF
Cincinnati Financial (CINF)
+$440.8K
3,550
减持
TREX
Trex Inc (TREX)
+$431.6K
28,620
-2%
减持
SCHB
Schwab US Broad Market ETF (SC
+$419.6K
117,864
-3%
清仓
NVS
Novartis AG Spon ADR F (NVS)
-$413.4K
0
-100%
增持
SCHA
Schwab US Small Cap ETF (SCHA)
+$412.6K
183,642
+1%
清仓
DOC
Healthpeak Prop (PEAK)
-$401.9K
0
-100%
增持
RTX
RTX Corporation (RTX)
+$401.7K
27,372
+2%
减持
TSM
Taiwan Semiconductor ADRF Spon
+$395.4K
12,500
-0%
减持
TGT
Target Corporation (TGT)
+$381.6K
11,174
-0%
减持
STIP
IShares 0-5 Year Tips ETF (STI
-$364.1K
18,450
-17%
减持
ZTS
Zoetis Inc (ZTS)
-$341.9K
11,440
-1%
减持
PSX
Phillips 66 (PSX)
+$302.1K
15,072
-7%
减持
PG
Procter & Gamble (PG)
+$293.8K
21,498
-1%
减持
AMD
Advanced Micro Devices Inc (AM
+$292.4K
9,506
-2%
减持
CHWY
Chewy (CHWY)
-$289.6K
26,040
-13%
减持
ABBV
Abbvie Inc (ABBV)
+$283.7K
11,315
-1%
减持
BWXT
BWX Technologies (BWXT)
+$251.3K
10,150
-1%
增持
SYY
Sysco Corp. (SYY)
+$249.1K
30,032
+0%
减持
VBK
Vanguard Small Cap Growth (VBK
+$242.2K
13,420
-0%
减持
HD
Home Depot Inc. (HD)
+$241.9K
7,278
-1%
减持
—
Invesco Bulletshares 2024 Corp
-$225.1K
177,620
-6%
减持
GOOG
Alphabet Class C (GOOG)
+$222.0K
46,707
-4%
减持
AVAV
Aerovironment (AVAV)
+$214.9K
8,260
-1%
减持
BRK/B
Berkshire Hathaway Cl B (BRKB)
+$214.1K
8,938
-10%
减持
TTD
The Trade Desk Inc (TTD)
+$205.7K
15,170
-3%
减持
BA
Boeing Company (BA)
-$200.9K
2,776
-2%
减持
ORCL
Oracle Corp. (ORCL)
+$198.2K
11,650
-3%
减持
V
Visa Inc (V)
+$195.1K
11,114
-0%
增持
SPY
SPDR Trust S&P 500 (SPY)
+$174.1K
3,147
+2%
减持
CE
Celanese (CE)
+$171.8K
11,834
-1%
增持
SPMD
SP 400 Midcap ETF (SPMD)
+$165.2K
16,250
+13%
减持
TJX
TJX Cos Inc (TJX)
+$163.2K
43,018
-4%
减持
—
Check Point Software Tech (CHK
+$161.9K
17,018
-1%
增持
VCIT
Vanguard Intermediate Corp Bon
+$155.7K
103,934
+3%
减持
ADSK
Autodesk Inc. (ADSK)
+$152.3K
9,710
-1%
减持
PHO
Invesco Water Resource Port (P
+$146.9K
26,800
-0%
减持
PFF
iShares S&P US Preferred Stock
+$129.8K
129,350
-0%
减持
CL
Colgate-Palmolive Co. (CL)
+$127.9K
14,298
-2%
减持
—
Hologic Inc (HOLX)
+$127.8K
22,926
-1%
减持
FAST
Fastenal Company (FAST)
+$126.7K
14,432
-5%
减持
CRM
Salesforce.com (CRM)
+$126.3K
3,666
-1%
减持
EXAS
Exact Sciences (EXAS)
-$125.0K
15,630
-4%
减持
PEP
PepsiCo Inc. (PEP)
+$116.2K
24,120
-0%
减持
SCHP
Schwab US Tips ETF (SCHP)
-$113.5K
97,050
-2%
增持
IBM
Intl Business Machines (IBM)
+$108.7K
2,774
+8%
增持
—
Garmin (GRMN)
+$103.7K
3,836
+6%
减持
SYK
Stryker Corp. (SYK)
+$102.5K
2,268
-4%
增持
HRL
Hormel Foods (HRL)
+$100.5K
26,901
+3%
减持
SNN
Smith & Nephew (SNN)
-$97.7K
21,750
-9%
增持
WMT
WalMart Inc. (WMT)
+$96.7K
14,754
+194%
减持
VZ
Verizon Communications (VZ)
+$94.0K
38,796
-5%
增持
SCHZ
Schwab Aggregate Bond ETF (SCH
+$86.3K
48,750
+5%
减持
VRSK
Verisk Analytics (VRSK)
-$78.8K
9,910
-2%
减持
BAC
Bank of America Corp. (BAC)
+$78.4K
23,192
-3%
增持
NEE
NextEra Energy (NEE)
+$77.3K
22,752
+0%
增持
BMY
Bristol-Myers Squibb (BMY)
+$75.7K
21,360
+1%
减持
USB
US Bancorp (USB)
-$68.1K
40,420
-7%
增持
SON
Sonoco Products (SON)
+$65.8K
27,750
+1%
减持
LMAT
LeMaitre Vascular (LMAT)
+$64.1K
8,750
-4%
减持
ABT
Abbott Laboratories (ABT)
+$63.6K
26,906
-1%
减持
TIP
iShares TIPS Bond Fund (TIP)
-$63.3K
51,704
-1%
减持
CMCSA
Comcast Corp NEW CL A (CMCSA)
-$61.4K
43,872
-2%
减持
OTIS
Otis Worldwide (OTIS)
+$53.4K
6,818
-2%
减持
HON
Honeywell International (HON)
-$52.8K
9,494
-1%
减持
BNY
Bank of New York (BK)
+$49.5K
10,750
-2%
减持
UNH
Unitedhealth Group Inc. (UNH)
-$48.8K
1,206
-2%
减持
STT
State Street Corp (STT)
-$47.7K
8,550
-7%
减持
ADP
Auto Data Processing (ADP)
+$47.2K
4,900
-3%
增持
—
Unilever PLC ADR New F (UL)
+$43.5K
16,928
+2%
减持
—
Ulta Beauty (ULTA)
+$42.9K
3,390
-4%
减持
MMM
3M Company (MMM)
-$40.3K
5,660
-3%
减持
EMR
Emerson Elec Co (EMR)
+$39.7K
3,982
-6%
增持
CSCO
Cisco Systems Inc. (CSCO)
-$38.9K
80,410
+0%
减持
RF
Regions Financial Corp (RF)
+$38.8K
26,900
-1%
减持
CVS
CVS Health Corp. (CVS)
-$38.3K
26,136
-3%
增持
VNQ
Vanguard REIT Index ETF (VNQ)
+$36.1K
11,370
+6%
减持
WY
Weyerhauser (WY)
-$32.8K
67,590
-4%
减持
AFL
A F L A C Inc. (AFL)
+$32.1K
14,470
-1%
减持
T
AT&T Inc. (T)
-$28.8K
32,860
-9%
增持
—
CSG Systems Int'l (CSGS)
-$26.8K
20,850
+1%
减持
JNJ
Johnson & Johnson (JNJ)
+$25.1K
28,134
-0%
减持
BX
The Blackstone Group (BX)
-$23.8K
5,280
-4%
减持
UNP
Union Pacific Corp. (UNP)
-$23.7K
2,636
-4%
减持
ITW
Illinois Tool Works Inc (ITW)
+$22.8K
4,790
-1%
增持
PFE
Pfizer Inc (PFE)
-$22.4K
61,723
+2%
减持
KO
Coca Cola Company (KO)
+$22.0K
26,818
-2%
减持
GGG
Graco Inc (GGG)
+$21.8K
5,850
-3%
减持
AMGN
Amgen Incorporated (AMGN)
-$21.7K
1,962
-2%
减持
SJM
J.M. Smuckers Co (SJM)
-$19.3K
12,978
-1%
减持
ROBO
ROBO Gbl Robotics & Auto'n ETF
+$19.0K
20,630
-1%
减持
SCHE
Schwab Emerging Markets ETF (S
+$18.8K
89,350
-1%
减持
SPHD
Invesco SP500 Hi Div Low Vol (
+$18.6K
13,600
-1%
减持
—
Amcor PLC ADR (AMCR)
-$18.3K
66,780
-1%
减持
LUV
Southwest Airlines (LUV)
-$17.0K
14,950
-5%
增持
BMO
Bank of Montreal (BMO)
-$7.5K
13,834
+1%
增持
VTEB
Vanguard Tax-Exempt Bond Index
+$5.5K
10,450
+2%
增持
MDLZ
Mondelez (MDLZ)
-$5.0K
6,520
+2%
减持
EWC
iShares MSCI Canada Index Fund
+$3.1K
11,080
-3%
减持
CVX
Chevron Corp (CVX)
+$718
13,296
-5%
