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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 135 项
建仓 10
增持 47
减持 69
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
MSFT
Microsoft Corp (MSFT)
-$2.4M
22,128
+1%
增持
SCHD
Schwab US Dividend Equity ETF
+$2.1M
505,810
+3%
减持
—
Exxon Mobil Corp (XOM)
+$1.8M
38,964
-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
SCHG
Schwab US Large Cap Growth ETF
-$1.6M
512,255
+1%
减持
AAPL
Apple Inc (AAPL)
-$1.5M
60,431
-3%
减持
—
Alphabet Inc Class C (GOOG)
-$1.4M
34,027
-4%
增持
HY
Hyster-Yale Inc (HY)
+$1.3M
107,398
+46%
减持
VOO
Vanguard S&P 500 ETF (VOO)
-$1.1M
25,972
-2%
减持
—
KKR & Co (KKR)
-$1.0M
27,888
-1%
增持
SCHM
Schwab US Mid Cap ETF (SCHM)
+$981.0K
515,319
+3%
减持
—
JP Morgan Chase & Co (JPM)
-$847.2K
21,420
-3%
减持
JNJ
Johnson & Johnson (JNJ)
+$846.7K
25,366
-2%
清仓
VXF
Vanguard Extended Market ETF (
-$840.7K
0
-100%
减持
AMZN
Amazon Inc (AMZN)
-$826.5K
34,790
-1%
减持
PSX
Phillips 66 (PSX)
+$755.2K
14,454
-1%
增持
SCHF
Schwab International Equity ET
+$750.2K
821,161
+1%
增持
SCHZ
Schwab US Aggregate Bond ETF (
+$744.3K
187,500
+21%
减持
CVX
Chevron Corp (CVX)
+$715.6K
13,406
-1%
增持
—
Vanguard Intermediate Corp ETF
+$699.6K
135,928
+8%
建仓
IBMT
iShares iBonds Muni 2031 (IBMT
+$590.3K
23,000
减持
LLY
Eli Lilly (LLY)
-$562.2K
3,352
-1%
清仓
SMTH
ALPS Smith Core Plus Bond ETF
-$557.0K
0
-100%
清仓
GVI
iShares Intrm Govt/Credit Bond
-$542.1K
0
-100%
增持
—
VISA Inc CL A (V)
-$524.5K
11,182
+0%
增持
MUB
IShares Nat'l Muni Bond ETF (M
+$506.5K
46,992
+12%
清仓
—
Accenture PLC Ireland Class A
-$501.2K
0
-100%
减持
—
Oracle Corp (ORCL)
-$492.8K
10,106
-0%
建仓
—
Valero Energy Corp (VLO)
+$491.7K
1,990
建仓
LMT
Lockheed Martin Corp (LMT)
+$487.1K
806
增持
—
SPDR Bloomberg Inter Floating
+$479.9K
1,270,626
+1%
增持
ABT
Abbott Labs (ABT)
-$454.4K
23,854
+3%
建仓
—
iShares iBonds 2027 Corp ETF (
+$448.2K
18,490
建仓
—
Duke Energy Corp (DUK)
+$435.0K
3,322
建仓
—
Invesco QQQ Trust (QQQ)
+$428.3K
742
建仓
—
PPL Corp (PPL)
+$424.9K
11,122
建仓
LSTR
Landstar Corp (LSTR)
+$419.4K
2,616
减持
GLW
Corning Inc (GLW)
+$414.6K
8,926
-2%
清仓
—
Chewy Cl A (CHWY)
-$407.2K
0
-100%
清仓
—
Tesla Inc (TSLA)
-$405.6K
0
-100%
建仓
—
Garmin Ltd (GRMN)
+$405.1K
1,746
清仓
—
T Rowe Price Group (TROW)
-$404.4K
0
-100%
建仓
—
Southern Copper Corp (SCCO)
+$400.9K
2,330
增持
—
NextEra Energy (NEE)
+$389.1K
27,438
+2%
增持
—
Merck & Co (MRK)
+$382.7K
24,064
+1%
减持
SCHX
Schwab US Large Cap ETF (SCHX)
-$365.9K
278,800
-0%
减持
SCHB
Schwab US Broad Mkt ETF (SCHB)
-$363.6K
302,522
-0%
减持
—
Barings Corporate Investors (M
-$353.0K
289,134
-2%
增持
SCHA
Schwab US Small Cap ETF (SCHA)
+$346.5K
327,468
+2%
减持
—
Ulta Beauty Inc (ULTA)
-$346.1K
3,250
-4%
减持
—
SPDR S&P Mid Cap 400 ETF (MDY)
+$342.0K
31,188
-0%
减持
—
SPDR S&P 500 ETF (SPY)
-$335.3K
6,299
-3%
减持
—
Alphabet Inc Class A (GOOGL)
-$331.8K
9,278
-3%
减持
—
Salesforce Inc (CRM)
-$318.4K
4,036
-0%
减持
AVAV
Aerovironment (AVAV)
-$311.1K
4,670
-3%
减持
HON
Honeywell International Inc (H
+$294.2K
10,390
-1%
增持
PEP
Pepsico (PEP)
+$288.9K
23,328
+0%
减持
—
Blackstone Inc (BX)
-$265.2K
6,726
-0%
增持
IDV
IShares Int'l Select Div ETF (
+$261.5K
27,010
+20%
减持
—
Nvidia (NVDA)
-$258.9K
19,270
-1%
减持
—
Vanguard Short Ter Corp Bd ETF
-$254.1K
208,934
-1%
减持
BRK/B
Berkshire Hathaway B (BRKB)
-$249.4K
8,278
-1%
增持
—
iShares iBonds 2028 Corp ETF (
+$228.4K
25,700
+55%
增持
—
Invesco SP 500 Equal Weight ET
+$226.8K
39,467
+3%
减持
—
Target (TGT)
+$220.2K
10,058
-2%
增持
SCHP
Schwab US TIPS ETF (SCHP)
+$207.3K
204,170
+3%
增持
—
iShares iBonds 2026 Corp ETF (
+$198.4K
29,874
+38%
减持
TMO
Thermo Fisher Scientific (TMO)
-$186.8K
1,466
-6%
减持
WMT
Walmart Inc (WMT)
+$177.1K
14,574
-1%
增持
IBM
IBM Corp (IBM)
-$173.7K
3,778
+3%
减持
—
RTX Corp (RTX)
+$173.2K
24,988
-1%
增持
TXN
Texas Instruments Inc (TXN)
+$172.2K
7,332
+2%
增持
BAC
Bank of America (BAC)
-$167.2K
27,638
+0%
减持
—
Abbvie Inc (ABBV)
-$158.9K
10,581
-2%
增持
—
Costco (COST)
+$152.2K
942
+3%
减持
FAST
Fastenal Co (FAST)
+$148.5K
24,964
-1%
增持
IBMS
iShares iBonds Muni 2030 (IBMS
+$145.0K
21,200
+37%
增持
—
iShares iBonds Muni 2029 (IBMR
+$144.7K
66,170
+10%
增持
BMY
Bristol Myers (BMY)
+$137.9K
17,744
+2%
减持
CAT
Caterpillar Inc (CAT)
+$137.4K
1,182
-3%
减持
—
General Motors Co (GM)
-$124.1K
14,614
-2%
减持
VBK
Vanguard Small Cap Growth ETF
-$122.2K
12,130
-3%
增持
HACK
Amplify Cybersecurity ETF (HAC
-$115.9K
24,390
+1%
减持
HD
Home Depot Inc (HD)
-$109.0K
6,490
-0%
减持
PFE
Pfizer Inc (PFE)
+$100.3K
43,297
-3%
减持
—
Crowdstrike Hldgs Inc Cl A (CR
-$97.0K
1,178
-1%
减持
—
Linde PLC (LIN)
+$94.0K
1,404
-1%
增持
AIPO
Defiance AI & Power Infra (AIP
+$93.3K
21,358
+7%
减持
CL
Colgate Palmolive (CL)
+$92.7K
16,840
-1%
减持
MS
Morgan Stanley (MS)
-$91.3K
5,676
-2%
增持
GE
GE Aerospace (GE)
-$88.0K
4,262
+1%
减持
IVW
iShares TR S&P 500/Barra Growt
-$78.5K
4,700
-5%
减持
SYY
Sysco Corp (SYY)
-$70.3K
28,224
-0%
减持
BMO
Bank Montreal (BMO)
+$69.2K
13,634
-0%
减持
SJM
Smucker JM Co (SJM)
-$67.1K
9,678
-5%
增持
PFF
iShares Preferred Income Sec E
-$64.3K
119,793
+0%
减持
GILD
Gilead Sciences Inc (GILD)
+$58.6K
3,890
-1%
减持
USB
US Bancorp (USB)
-$58.2K
37,182
-0%
减持
—
Comcast Cl A (CMCSA)
-$55.1K
32,194
-2%
增持
MCD
McDonalds (MCD)
+$55.1K
5,344
+2%
减持
—
Eaton Corporation PLC (ETN)
+$54.6K
1,800
-3%
减持
—
AMCOR PLC F (AMCR)
-$45.8K
10,264
-81%
减持
—
Barings Participation Investor
+$45.8K
47,140
-2%
减持
TJX
TJX Companies (TJX)
+$43.9K
32,424
-3%
减持
SBUX
Starbucks Corp (SBUX)
+$43.1K
11,136
-2%
减持
—
Novartis ADR (NVS)
+$41.7K
4,194
-3%
增持
BA
Boeing Co (BA)
-$40.3K
2,466
+1%
增持
—
Medtronic PLC (MDT)
-$39.6K
5,744
+3%
减持
—
Cisco Systems (CSCO)
+$34.2K
74,762
-0%
增持
IGSB
iShares 1-5 Yr Inv Grade Corp
+$32.7K
63,190
+2%
减持
KFY
Korn Ferry (KFI)
-$31.9K
7,150
-2%
减持
AMGN
Amgen Inc (AMGN)
+$31.6K
1,954
-2%
减持
—
Astrazeneca PLC Sponsered ADR
+$29.4K
2,252
-50%
增持
—
Sealsq Corp (LAES)
+$29.2K
40,000
+100%
增持
IVV
iShares CORE S&P 500 ETF (IVV)
-$28.9K
3,976
+4%
增持
BBEU
JPMorgan BetaBuilders Europe E
+$27.4K
63,980
+2%
清仓
QSI
Quantum-Si Inc (QSI)
-$26.4K
0
-100%
增持
SCHE
Schwab Emerging Mkts Equity ET
+$26.3K
91,744
+0%
减持
AFL
AFLAC INC (AFL)
-$25.7K
10,470
-2%
增持
ROBO
Robo Global Robotics & Automat
+$25.4K
25,166
+3%
减持
SCHH
Charles Schwab US REIT (SCHH)
+$25.3K
49,132
-0%
增持
IBDU
iShares iBonds 2029 Corp ETF (
+$23.9K
28,742
+4%
增持
—
Truist Financial (TFC)
-$22.0K
9,546
+2%
减持
—
Trex Co (TREX)
+$19.6K
21,170
-1%
减持
PG
Procter & Gamble (PG)
+$17.0K
21,390
-0%
增持
VNQ
Vanguard Real Estate ETF (VNQ)
+$15.3K
9,814
+2%
增持
SUB
IShares Short Term Nat'l Muni
+$13.2K
40,460
+0%
减持
WY
Weyerhauser (WY)
+$13.2K
48,898
-2%
减持
BNY
Bank New York Mellon (BK)
+$10.4K
8,650
-1%
减持
PNC
PNC Fin'l Services (PNC)
-$5.6K
2,208
-1%
减持
TIP
IShares TIPS ETF (TIP)
-$5.0K
53,340
-0%
增持
NSC
Norfolk Southern (NSC)
+$4.1K
2,664
+1%
减持
WDFC
WD 40 CO (WDFC)
-$2.4K
2,456
-4%
清仓
—
Primary Hydrogen Corp (HNATF)
-$1.6K
0
-100%
增持
—
SPDR Intermediate Corp Bond ET
+$1.5K
13,150
+1%
减持
VYM
Vanguard High Dividend Yield E
+$533
3,250
-3%
