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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 101 项
建仓 8
增持 25
减持 64
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$3.7M
167,778
-1%
增持
—
EXXON MOBIL CORP
+$2.7M
103,786
+11%
减持
MSFT
MICROSOFT CORP
+$2.6M
72,325
-2%
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
IDA
IDACORP INC
+$2.6M
38,425
+273%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.5M
41,276
-1%
减持
AMZN
AMAZON COM INC
+$2.0M
77,366
-2%
减持
JPM
JPMORGAN CHASE & CO
+$1.7M
64,851
-3%
减持
MRK
MERCK & CO INC
+$1.4M
63,523
-1%
建仓
KR
KROGER CO
+$1.3M
22,310
减持
NVDA
NVIDIA CORPORATION
+$1.2M
2,940
-3%
清仓
—
PARAMOUNT GLOBAL
-$1.1M
0
-100%
减持
CVX
CHEVRON CORP NEW
+$960.5K
113,928
-0%
减持
GOOGL
ALPHABET INC
+$850.9K
88,725
-1%
增持
MMM
3M CO
+$779.6K
29,889
+37%
建仓
—
CRH PLC
+$732.6K
8,493
减持
PG
PROCTER AND GAMBLE CO
+$685.9K
57,326
-2%
减持
CAT
CATERPILLAR INC
+$654.0K
9,347
-0%
减持
MPC
MARATHON PETE CORP
+$630.4K
15,060
-7%
清仓
FNF
FIDELITY NATIONAL FINANCIAL
-$603.9K
0
-100%
增持
NEE
NEXTERA ENERGY INC
+$489.9K
39,262
+18%
清仓
HON
HONEYWELL INTL INC
-$443.5K
0
-100%
减持
COST
COSTCO WHSL CORP NEW
+$429.7K
10,709
-5%
减持
ABBV
ABBVIE INC
+$408.6K
16,079
-1%
减持
GE
GENERAL ELECTRIC CO
+$385.1K
8,545
-2%
建仓
LLY
ELI LILLY & CO
+$383.5K
493
减持
UNH
UNITEDHEALTH GROUP INC
-$342.6K
3,259
-12%
建仓
CEG
CONSTELLATION ENERGY CORP
+$342.2K
1,851
增持
JNJ
JOHNSON & JOHNSON
+$307.7K
55,139
+3%
减持
VLO
VALERO ENERGY CORP
+$300.3K
7,395
-0%
减持
—
EATON CORP PLC
+$300.2K
4,395
-1%
减持
HD
HOME DEPOT INC
+$292.5K
11,393
-3%
增持
NEM
NEWMONT CORP
-$281.2K
63,715
+3%
减持
CSCO
CISCO SYS INC
-$255.9K
161,515
-2%
减持
LOW
LOWES COS INC
+$252.4K
9,462
-2%
减持
TGT
TARGET CORP
+$251.9K
7,915
-2%
增持
AVGO
BROADCOM INC
+$250.2K
1,153
+1%
增持
—
JUNIPER NETWORKS INC
+$237.0K
30,640
+1%
增持
TSLA
TESLA INC
-$233.9K
3,559
+3%
清仓
BA
BOEING CO
-$221.6K
0
-100%
建仓
DIS
DISNEY WALT CO
+$219.0K
1,790
建仓
C
CITIGROUP INC
+$218.3K
3,452
建仓
—
RENAISSANCERE HLDGS LTD
+$217.2K
924
减持
—
LINDE PLC
+$210.0K
5,212
-3%
建仓
META
META PLATFORMS INC
+$201.0K
414
增持
HUM
HUMANA INC
-$193.4K
2,050
+4%
减持
—
TRANE TECHNOLOGIES PLC
+$186.0K
3,794
-3%
减持
PFE
PFIZER INC
-$178.7K
153,564
-0%
减持
BAC
BANK AMERICA CORP
+$178.0K
46,518
-1%
减持
QCOM
QUALCOMM INC
+$168.1K
7,545
-2%
减持
AMGN
AMGEN INC
-$161.1K
26,268
-1%
增持
FDX
FEDEX CORP
+$153.8K
3,805
+1%
增持
—
WALGREENS BOOTS ALLIANCE INC
-$144.5K
37,335
+2%
增持
MCK
MCKESSON CORP
+$141.5K
1,608
+3%
减持
OKE
ONEOK INC NEW
+$137.3K
14,115
-0%
减持
—
LAM RESEARCH CORP
+$129.0K
764
-2%
增持
INTC
INTEL CORP
+$124.6K
154,043
+16%
减持
MA
MASTERCARD INCORPORATED
+$122.7K
2,460
-1%
减持
SYY
SYSCO CORP
+$119.4K
15,427
-0%
减持
COR
CENCORA INC
+$118.9K
5,345
-7%
减持
WMB
WILLIAMS COS INC
+$113.2K
29,955
-1%
增持
ELV
ELEVANCE HEALTH INC
+$109.6K
2,162
+1%
减持
TJX
TJX COS INC NEW
+$105.8K
18,276
-2%
增持
—
DUPONT DE NEMOURS INC
+$102.1K
45,511
+3%
减持
CAH
CARDINAL HEALTH INC
+$94.0K
11,057
-3%
减持
—
FERGUSON PLC NEW
+$89.1K
4,740
-3%
减持
DOW
DOW INC
+$82.0K
73,576
-3%
减持
ORCL
ORACLE CORP
+$80.0K
4,489
-2%
减持
UNP
UNION PAC CORP
-$71.7K
3,125
-9%
减持
CDW
CDW CORP
+$64.2K
2,911
-3%
增持
NXST
NEXSTAR MEDIA GROUP INC
+$61.9K
2,801
+4%
减持
V
VISA INC
+$56.7K
4,558
-2%
减持
MCD
MCDONALDS CORP
-$54.4K
3,535
-0%
减持
GOOG
ALPHABET INC
-$49.9K
8,623
-11%
减持
MDLZ
MONDELEZ INTL INC
-$49.3K
10,081
-3%
减持
SWX
SOUTHWEST GAS HLDGS INC
+$45.0K
6,000
-8%
减持
T
AT&T INC
+$42.5K
133,700
-3%
减持
—
ACCENTURE PLC IRELAND
-$42.4K
2,999
-3%
减持
—
NXP SEMICONDUCTORS N V
+$42.2K
3,295
-2%
增持
EXR
EXTRA SPACE STORAGE INC
-$41.7K
3,751
+1%
增持
TMUS
T-MOBILE US INC
+$40.0K
5,072
+3%
减持
R
RYDER SYS INC
+$37.8K
9,495
-1%
减持
MRSH
MARSH & MCLENNAN COS INC
+$35.8K
3,273
-3%
减持
CMCSA
COMCAST CORP NEW
-$34.7K
7,251
-9%
增持
CVS
CVS HEALTH CORP
+$33.8K
7,724
+5%
增持
TXN
TEXAS INSTRS INC
+$33.2K
5,900
+1%
减持
AXP
AMERICAN EXPRESS CO
+$30.3K
1,151
-7%
减持
BYD
BOYD GAMING CORP
+$26.5K
6,150
-1%
减持
—
MEDTRONIC PLC
+$26.2K
9,577
-2%
增持
—
BLACKROCK INC
+$25.1K
703
+2%
减持
EMR
EMERSON ELEC CO
+$24.4K
2,084
-4%
增持
CME
CME GROUP INC
+$20.9K
3,144
+1%
增持
MS
MORGAN STANLEY
+$20.5K
9,388
+1%
减持
LMT
LOCKHEED MARTIN CORP
-$16.4K
3,815
-1%
减持
BSX
BOSTON SCIENTIFIC CORP
-$15.5K
4,805
-19%
减持
PM
PHILIP MORRIS INTL INC
-$14.8K
4,677
-1%
减持
WEC
WEC ENERGY GROUP INC
-$14.4K
6,331
-0%
减持
PYPL
PAYPAL HLDGS INC
+$11.5K
3,160
-3%
增持
O
REALTY INCOME CORP
-$11.3K
9,276
+4%
减持
PEP
PEPSICO INC
+$9.5K
5,972
-2%
减持
GS
GOLDMAN SACHS GROUP INC
+$2.9K
1,300
-7%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$1.3K
15,732
-5%