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Buckley Wealth Management, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Buckley Wealth Management, LLC
报告期 2026-03-31 · CIK 0001730126
持仓数
103
前50大市值合计
$346.1M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 114 项
建仓 6
增持 66
减持 35
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
NEM
NEWMONT CORP
+$2.9M
61,605
+829%
增持
AMGN
AMGEN INC
+$1.8M
33,627
+53%
增持
T
AT&T INC
+$1.6M
248,236
+40%
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
—
DUPONT DE NEMOURS INC
+$1.4M
43,330
+110%
增持
DOW
DOW INC
+$1.3M
76,453
+58%
增持
MMM
3M CO
+$1.3M
14,452
+126%
增持
CVX
CHEVRON CORP NEW
+$989.0K
137,774
+11%
增持
MSFT
MICROSOFT CORP
+$982.0K
75,440
+1%
减持
GOOGL
ALPHABET INC
+$904.0K
4,797
-2%
减持
AAPL
APPLE INC
+$781.0K
241,716
-1%
增持
—
DISCOVER FINL SVCS
+$777.0K
8,256
+313%
减持
PFE
PFIZER INC
+$742.0K
207,385
-1%
清仓
FISV
FISERV INC
-$716.0K
0
-100%
减持
COST
COSTCO WHSL CORP NEW
+$615.0K
11,757
-0%
减持
LMT
LOCKHEED MARTIN CORP
-$541.0K
7,208
-10%
增持
CSCO
CISCO SYS INC
+$463.0K
169,844
+3%
减持
JPM
JPMORGAN CHASE & CO
+$454.0K
56,645
-0%
建仓
NVAX
NOVAVAX INC
+$415.0K
2,000
增持
AMZN
AMAZON COM INC
-$364.0K
4,209
+2%
增持
LVS
LAS VEGAS SANDS CORP
+$357.0K
16,465
+253%
减持
JNJ
JOHNSON & JOHNSON
-$342.0K
41,498
-3%
增持
ABT
ABBOTT LABS
+$311.0K
4,594
+130%
减持
PG
PROCTER AND GAMBLE CO
+$307.0K
70,396
-0%
减持
CL
COLGATE PALMOLIVE CO
-$293.0K
3,907
-46%
清仓
BWA
BORGWARNER INC
-$285.0K
0
-100%
建仓
—
ATLASSIAN CORP PLC
+$274.0K
700
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$271.0K
42,429
-1%
建仓
—
LAM RESEARCH CORP
+$266.0K
468
建仓
AMT
AMERICAN TOWER CORP NEW
+$265.0K
999
清仓
—
FIVERR INTL LTD
-$255.0K
0
-100%
减持
WYNN
WYNN RESORTS LTD
-$245.0K
4,800
-10%
增持
—
EXXON MOBIL CORP
+$232.0K
89,235
+12%
减持
PYPL
PAYPAL HLDGS INC
-$231.0K
4,985
-5%
清仓
META
FACEBOOK INC
-$211.0K
0
-100%
增持
TDOC
TELADOC HEALTH INC
-$208.0K
5,368
+0%
建仓
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$207.0K
3,403
清仓
ORCL
ORACLE CORP
-$206.0K
0
-100%
清仓
SWK
STANLEY BLACK & DECKER INC
-$205.0K
0
-100%
建仓
—
BLACKROCK INC
+$202.0K
241
清仓
—
GENERAL ELECTRIC CO
-$172.0K
0
-100%
增持
—
ACCENTURE PLC IRELAND
+$163.0K
3,561
+8%
增持
AVGO
BROADCOM INC
+$160.0K
3,120
+10%
增持
LOW
LOWES COS INC
+$157.0K
9,473
+4%
减持
AXP
AMERICAN EXPRESS CO
-$153.0K
8,132
-11%
减持
ILMN
ILLUMINA INC
-$149.0K
2,065
-1%
增持
INTC
INTEL CORP
+$144.0K
117,849
+8%
增持
ADM
ARCHER DANIELS MIDLAND CO
+$139.0K
17,215
+17%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$138.0K
23,695
-7%
增持
TJX
TJX COS INC NEW
+$131.0K
21,336
+13%
增持
PEP
PEPSICO INC
+$130.0K
5,181
+18%
增持
R
RYDER SYS INC
+$128.0K
11,940
+3%
增持
NEE
NEXTERA ENERGY INC
+$124.0K
10,473
+10%
增持
—
LINDE PLC
+$110.0K
5,522
+6%
增持
MS
MORGAN STANLEY
+$110.0K
6,415
+14%
减持
HD
HOME DEPOT INC
+$107.0K
13,136
-0%
减持
COP
CONOCOPHILLIPS
+$105.0K
18,736
-2%
增持
—
TWITTER INC
-$104.0K
14,136
+2%
增持
TXN
TEXAS INSTRS INC
+$99.0K
11,383
+5%
增持
HON
HONEYWELL INTL INC
+$95.0K
3,296
+20%
减持
VZ
VERIZON COMMUNICATIONS INC
-$92.0K
38,887
-1%
增持
CAH
CARDINAL HEALTH INC
-$92.0K
14,982
+3%
增持
BAX
BAXTER INTL INC
+$90.0K
5,275
+27%
减持
MSCI
MSCI INC
+$90.0K
1,760
-4%
增持
MRSH
MARSH & MCLENNAN COS INC
+$87.0K
3,868
+9%
增持
—
WALGREENS BOOTS ALLIANCE INC
-$86.0K
18,901
+2%
增持
MCD
MCDONALDS CORP
+$85.0K
6,355
+1%
增持
BAC
BK OF AMERICA CORP
+$81.0K
41,860
+2%
减持
—
CYRUSONE INC
-$78.0K
2,972
-31%
增持
—
DUKE REALTY CORP
+$76.0K
6,204
+33%
增持
—
VIACOMCBS INC
-$75.0K
22,404
+5%
减持
PSX
PHILLIPS 66
-$75.0K
4,402
-1%
增持
PNC
PNC FINL SVCS GROUP INC
+$67.0K
1,592
+25%
增持
—
MEDTRONIC PLC
+$67.0K
3,880
+15%
增持
KR
KROGER CO
+$67.0K
24,740
+2%
减持
NKE
NIKE INC
-$65.0K
5,843
-1%
增持
COR
AMERISOURCEBERGEN CORP
+$65.0K
7,655
+3%
减持
IFF
INTERNATIONAL FLAVORS&FRAGRA
-$59.0K
3,504
-1%
增持
CDW
CDW CORP
+$59.0K
1,464
+23%
增持
CMCSA
COMCAST CORP NEW
+$57.0K
19,374
+8%
减持
IDA
IDACORP INC
+$54.0K
10,800
-1%
增持
—
INVESCO LTD
-$53.0K
30,340
+3%
增持
QCOM
QUALCOMM INC
-$52.0K
4,565
+2%
减持
CRM
SALESFORCE COM INC
+$50.0K
3,817
-5%
增持
MRK
MERCK & CO INC
-$47.0K
97,878
+3%
增持
BA
BOEING CO
-$42.0K
2,691
+2%
增持
DIS
DISNEY WALT CO
+$41.0K
2,505
+15%
增持
SYY
SYSCO CORP
+$40.0K
12,891
+3%
减持
—
CHUBB LIMITED
+$39.0K
2,874
-1%
增持
UNH
UNITEDHEALTH GROUP INC
-$34.0K
7,898
+1%
减持
ELV
ANTHEM INC
-$32.0K
2,627
-1%
减持
CAT
CATERPILLAR INC
-$32.0K
1,105
-1%
增持
FIS
FIDELITY NATL INFORMATION SV
-$31.0K
5,702
+11%
增持
WEC
WEC ENERGY GROUP INC
+$29.0K
4,899
+8%
增持
—
TRANE TECHNOLOGIES PLC
+$29.0K
3,515
+12%
增持
V
VISA INC
+$27.0K
3,063
+9%
增持
PM
PHILIP MORRIS INTL INC
-$27.0K
17,891
+3%
增持
AMD
ADVANCED MICRO DEVICES INC
+$27.0K
2,360
+3%
减持
MSI
MOTOROLA SOLUTIONS INC
+$24.0K
2,246
-2%
增持
UAA
UNDER ARMOUR INC
-$23.0K
37,985
+2%
减持
GILD
GILEAD SCIENCES INC
+$22.0K
66,962
-1%
增持
ABBV
ABBVIE INC
+$18.0K
17,434
+5%
减持
CVS
CVS HEALTH CORP
+$18.0K
71,842
-1%
增持
CME
CME GROUP INC
+$17.0K
2,157
+15%
增持
KO
COCA COLA CO
-$14.0K
9,582
+0%
增持
UNP
UNION PAC CORP
-$11.0K
3,391
+10%
增持
MA
MASTERCARD INCORPORATED
-$10.0K
2,479
+4%
减持
SCHW
SCHWAB CHARLES CORP
-$10.0K
6,808
-2%
减持
OKE
ONEOK INC NEW
-$9.0K
17,145
-5%
增持
CRWD
CROWDSTRIKE HLDGS INC
-$6.0K
1,204
+0%
增持
TGT
TARGET CORP
+$4.0K
4,876
+6%
减持
OGN
ORGANON & CO
+$4.0K
8,682
-7%
增持
MDLZ
MONDELEZ INTL INC
+$3.0K
9,349
+8%
减持
PKG
PACKAGING CORP AMER
-$2.0K
1,672
-2%
增持
WMT
WALMART INC
+$0
1,935
+1%